Everett Harris & Co
- SEC CIK
- 0001009254
- 最新申報
- 2026/8/3
2021 年第 4 季到 2022 年第 1 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 10 檔
- 估計 +$626.7 萬
- 加碼
- 106 檔
- 估計 +$4,096 萬
- 減碼
- 72 檔
- 估計 −$4,539 萬
- 清倉
- 10 檔
- 估計 −$497.4 萬
總值從 $72.1 億變成 $70.3 億（−$1.76 億 (−2.4%)），持股從 268 檔變成 268 檔（0）。
2022 年第 1 季全部持倉2021 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 1 季，下面灰字是 2021 年第 4 季。兩季之間拆股的股票，2021 年第 4 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 4,934,7564,976,365 | −41,609−0.8% | $8.62 億$8.84 億 | −$726.5 萬 | 12.3%12.3% | −0.01 |
| BRK.ABerkshire Hathaway Inc | 減碼歷史 | 1,4271,431 | −4−0.3% | $7.55 億$6.45 億 | −$211.6 萬 | 10.7%8.9% | +1.79 |
| COSTCostco Wholesale Corp | 減碼歷史 | 900,933904,312 | −3,379−0.4% | $5.19 億$5.13 億 | −$194.6 萬 | 7.4%7.1% | +0.25 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,660,4371,665,544 | −5,107−0.3% | $5.12 億$5.60 億 | −$157.5 萬 | 7.3%7.8% | −0.49 |
| NVONovo Nordisk A S | 加碼歷史 | 3,272,6633,266,468 | +6,195+0.2% | $3.63 億$3.66 億 | +$68.8 萬 | 5.2%5.1% | +0.09 |
| GOOGAlphabet Inc. | 減碼歷史 | 113,003113,269 | −266−0.2% | $3.16 億$3.28 億 | −$74.3 萬 | 4.5%4.5% | −0.06 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 717,917714,472 | +3,445+0.5% | $2.53 億$2.14 億 | +$121.6 萬 | 3.6%3.0% | +0.64 |
| Vanguard Health Care ETF92204A504 | 加碼– | 761,779760,768 | +1,011+0.1% | $1.94 億$2.03 億 | +$25.7 萬 | 2.8%2.8% | −0.06 |
| ABTAbbott Laboratories | 減碼歷史 | 1,587,5301,604,002 | −16,472−1.0% | $1.88 億$2.26 億 | −$195.0 萬 | 2.7%3.1% | −0.46 |
| AMZNAmazon Com Inc | 減碼歷史 | 54,62554,670 | −45−0.1% | $1.78 億$1.82 億 | −$14.7 萬 | 2.5%2.5% | 0.00 |
| DISWalt Disney Co | 加碼歷史 | 1,240,9911,231,230 | +9,761+0.8% | $1.70 億$1.91 億 | +$133.9 萬 | 2.4%2.6% | −0.23 |
| JNJJohnson & Johnson | 減碼歷史 | 879,975882,623 | −2,648−0.3% | $1.56 億$1.51 億 | −$46.9 萬 | 2.2%2.1% | +0.12 |
| NKENIKE, Inc. | 減碼歷史 | 1,061,0361,061,655 | −619−0.1% | $1.43 億$1.77 億 | −$8.33 萬 | 2.0%2.5% | −0.42 |
| BDXBecton Dickinson & Co | 加碼歷史 | 486,000485,489 | +511+0.1% | $1.29 億$1.22 億 | +$13.6 萬 | 1.8%1.7% | +0.14 |
| ACNAccenture plc | 加碼歷史 | 381,424380,677 | +747+0.2% | $1.29 億$1.58 億 | +$25.2 萬 | 1.8%2.2% | −0.36 |
| BACBank of America Corp | 加碼歷史 | 2,794,9512,789,249 | +5,702+0.2% | $1.15 億$1.24 億 | +$23.5 萬 | 1.6%1.7% | −0.08 |
| MCDMcDonalds Corp | 加碼歷史 | 413,986409,938 | +4,048+1.0% | $1.02 億$1.10 億 | +$100.1 萬 | 1.5%1.5% | −0.07 |
| SBUXStarbucks Corp | 加碼歷史 | 1,117,2171,099,738 | +17,479+1.6% | $1.02 億$1.29 億 | +$159.0 萬 | 1.4%1.8% | −0.34 |
| GOOGLAlphabet Inc. | 加碼歷史 | 33,19533,002 | +193+0.6% | $9,233 萬$9,561 萬 | +$53.7 萬 | 1.3%1.3% | −0.01 |
| ABBVAbbVie Inc. | 加碼歷史 | 560,571559,002 | +1,569+0.3% | $9,087 萬$7,569 萬 | +$25.4 萬 | 1.3%1.1% | +0.24 |
| CVXChevron Corp | 加碼歷史 | 550,107542,897 | +7,210+1.3% | $8,957 萬$6,371 萬 | +$117.4 萬 | 1.3%0.9% | +0.39 |
| CLColgate Palmolive Co | 減碼歷史 | 1,012,1621,072,296 | −60,134−5.6% | $7,675 萬$9,151 萬 | −$456.0 萬 | 1.1%1.3% | −0.18 |
| ULUnilever PLC | 加碼歷史 | 1,674,1701,660,117 | +14,053+0.8% | $7,629 萬$8,930 萬 | +$64.0 萬 | 1.1%1.2% | −0.15 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 1,309,3531,301,758 | +7,595+0.6% | $7,274 萬$7,792 萬 | +$42.2 萬 | 1.0%1.1% | −0.05 |
| PEPPepsiCo Inc | 加碼歷史 | 421,176420,454 | +722+0.2% | $7,050 萬$7,304 萬 | +$12.1 萬 | 1.0%1.0% | −0.01 |
| TJXTJX Companies Inc | 加碼歷史 | 1,130,7401,116,575 | +14,165+1.3% | $6,850 萬$8,477 萬 | +$85.8 萬 | 1.0%1.2% | −0.20 |
| FDSFactset Research Systems Inc | 不變歷史 | 147,931147,931 | 00.0% | $6,422 萬$7,190 萬 | $0 | 0.9%1.0% | −0.08 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 351,000366,000 | −15,000−4.1% | $5,810 萬$6,912 萬 | −$248.3 萬 | 0.8%1.0% | −0.13 |
| BAXBaxter International Inc | 加碼歷史 | 663,534655,703 | +7,831+1.2% | $5,145 萬$5,629 萬 | +$60.7 萬 | 0.7%0.8% | −0.05 |
| WMTWalmart Inc. | 加碼歷史 | 344,111343,555 | +556+0.2% | $5,125 萬$4,971 萬 | +$8.28 萬 | 0.7%0.7% | +0.04 |
| CMCSAComcast Corp | 加碼歷史 | 1,084,547973,297 | +111,250+11.4% | $5,078 萬$4,899 萬 | +$520.9 萬 | 0.7%0.7% | +0.04 |
| HDHome Depot, Inc. | 減碼歷史 | 160,719160,884 | −165−0.1% | $4,811 萬$6,677 萬 | −$4.94 萬 | 0.7%0.9% | −0.24 |
| PGRProgressive Corp | 減碼歷史 | 358,484359,769 | −1,285−0.4% | $4,086 萬$3,693 萬 | −$14.6 萬 | 0.6%0.5% | +0.07 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 514,494638,394 | −123,900−19.4% | $4,008 萬$5,160 萬 | −$965.2 萬 | 0.6%0.7% | −0.15 |
| BDX 6 06/01/23 Pfd075887406 | 減碼– | 730,871739,241 | −8,370−1.1% | $3,861 萬$3,900 萬 | −$44.2 萬 | 0.5%0.5% | +0.01 |
| Bank of Amer Corp060505682 | 減碼– | 28,12228,261 | −139−0.5% | $3,691 萬$4,085 萬 | −$18.2 萬 | 0.5%0.6% | −0.04 |
| EXPDExpeditors International of Washington Inc | 加碼歷史 | 346,114339,160 | +6,954+2.1% | $3,571 萬$4,555 萬 | +$71.7 萬 | 0.5%0.6% | −0.12 |
| MAMastercard Inc | 減碼歷史 | 96,87299,123 | −2,251−2.3% | $3,462 萬$3,562 萬 | −$80.4 萬 | 0.5%0.5% | 0.00 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 372,680272,315 | +100,365+36.9% | $2,910 萬$2,213 萬 | +$783.8 萬 | 0.4%0.3% | +0.11 |
| VZVerizon Communications Inc | 加碼歷史 | 518,492491,456 | +27,036+5.5% | $2,641 萬$2,554 萬 | +$137.7 萬 | 0.4%0.4% | +0.02 |
| SCHWSchwab Charles Corp | 減碼歷史 | 312,117313,397 | −1,280−0.4% | $2,632 萬$2,636 萬 | −$10.8 萬 | 0.4%0.4% | +0.01 |
| LMTLockheed Martin Corp | 加碼歷史 | 57,23955,054 | +2,185+4.0% | $2,527 萬$1,957 萬 | +$96.4 萬 | 0.4%0.3% | +0.09 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 111,644111,847 | −203−0.2% | $2,394 萬$2,397 萬 | −$4.35 萬 | 0.3%0.3% | +0.01 |
| Invesco Exchange Traded FD T46137V407 | 減碼– | 383,250396,250 | −13,000−3.3% | $2,355 萬$2,643 萬 | −$79.9 萬 | 0.3%0.4% | −0.03 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 186,657186,727 | −700.0% | $2,197 萬$2,419 萬 | −$8,240.3 | 0.3%0.3% | −0.02 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 308,864282,109 | +26,755+9.5% | $1,855 萬$1,708 萬 | +$160.7 萬 | 0.3%0.2% | +0.03 |
| MDTMedtronic plc | 減碼歷史 | 165,078174,193 | −9,115−5.2% | $1,832 萬$1,802 萬 | −$101.1 萬 | 0.3%0.2% | +0.01 |
| VVisa Inc. | 加碼歷史 | 79,40679,294 | +112+0.1% | $1,761 萬$1,718 萬 | +$2.48 萬 | 0.3%0.2% | +0.01 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 60,52161,725 | −1,204−2.0% | $1,741 萬$1,981 萬 | −$34.6 萬 | 0.2%0.3% | −0.03 |
| MRKMerck & Co., Inc. | 加碼歷史 | 179,002162,132 | +16,870+10.4% | $1,469 萬$1,243 萬 | +$138.4 萬 | 0.2%0.2% | +0.04 |
| ECLEcolab Inc. | 加碼歷史 | 78,53878,476 | +62+0.1% | $1,387 萬$1,841 萬 | +$1.09 萬 | 0.2%0.3% | −0.06 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 162,731159,923 | +2,808+1.8% | $1,344 萬$978.6 萬 | +$23.2 萬 | 0.2%0.1% | +0.06 |
| UNPUnion Pacific Corp | 加碼歷史 | 44,71140,653 | +4,058+10.0% | $1,222 萬$1,024 萬 | +$110.9 萬 | 0.2%0.1% | +0.03 |
| CVSCVS Health Corp | 加碼歷史 | 119,133116,697 | +2,436+2.1% | $1,206 萬$1,204 萬 | +$24.7 萬 | 0.2%0.2% | 0.00 |
| PYPLPayPal Holdings, Inc. | 加碼歷史 | 91,43483,451 | +7,983+9.6% | $1,057 萬$1,574 萬 | +$92.3 萬 | 0.2%0.2% | −0.07 |
| PGProcter & Gamble Co | 減碼歷史 | 65,94166,695 | −754−1.1% | $1,008 萬$1,091 萬 | −$11.5 萬 | 0.1%0.2% | −0.01 |
| NEENextera Energy Inc | 不變歷史 | 116,018116,018 | 00.0% | $982.8 萬$1,083 萬 | $0 | 0.1%0.2% | −0.01 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 22,15321,909 | +244+1.1% | $919.7 萬$956.5 萬 | +$10.1 萬 | 0.1%0.1% | 0.00 |
| OKEONEOK Inc | 減碼歷史 | 126,582126,870 | −288−0.2% | $894.0 萬$745.5 萬 | −$2.03 萬 | 0.1%0.1% | +0.02 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 68,97169,546 | −575−0.8% | $882.1 萬$883.5 萬 | −$7.35 萬 | 0.1%0.1% | 0.00 |
| KOCoca Cola Co | 減碼歷史 | 133,384135,182 | −1,798−1.3% | $827.0 萬$800.4 萬 | −$11.1 萬 | 0.1%0.1% | +0.01 |
| RTXRTX Corp | 加碼歷史 | 79,87077,469 | +2,401+3.1% | $791.3 萬$666.7 萬 | +$23.8 萬 | 0.1%0.1% | +0.02 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 13,38513,371 | +14+0.1% | $790.6 萬$892.2 萬 | +$8,269.26 | 0.1%0.1% | −0.01 |
| SYYSysco Corp | 減碼歷史 | 88,30988,774 | −465−0.5% | $721.0 萬$697.3 萬 | −$3.80 萬 | 0.1%0.1% | +0.01 |
| Industrias Bachoco SAB456463108 | 加碼– | 151,508126,863 | +24,645+19.4% | $707.8 萬$539.7 萬 | +$115.1 萬 | 0.1%0.1% | +0.03 |
| PFEPfizer Inc | 加碼歷史 | 136,187136,092 | +95+0.1% | $705.0 萬$803.6 萬 | +$4,917.87 | 0.1%0.1% | −0.01 |
| CPCanadian Pacific Kansas City Ltd | 加碼歷史 | 80,39780,229 | +168+0.2% | $663.6 萬$577.2 萬 | +$1.39 萬 | 0.1%0.1% | +0.01 |
| NVSNovartis AG | 減碼歷史 | 72,051102,358 | −30,307−29.6% | $632.2 萬$895.3 萬 | −$265.9 萬 | 0.1%0.1% | −0.03 |
| METAMeta Platforms, Inc. | 減碼歷史 | 26,02429,603 | −3,579−12.1% | $578.7 萬$995.7 萬 | −$79.6 萬 | 0.1%0.1% | −0.06 |
| QCOMQualcomm Inc | 加碼歷史 | 37,03736,870 | +167+0.5% | $566.0 萬$674.2 萬 | +$2.55 萬 | 0.1%0.1% | −0.01 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 121,027121,023 | +40.0% | $558.3 萬$598.6 萬 | +$184.52 | 0.1%0.1% | 0.00 |
| AMGNAmgen Inc | 減碼歷史 | 21,70322,455 | −752−3.3% | $524.8 萬$505.2 萬 | −$18.2 萬 | 0.1%0.1% | 0.00 |
| YUMYum Brands Inc | 減碼歷史 | 42,81142,886 | −75−0.2% | $507.4 萬$595.5 萬 | −$8,889.07 | 0.1%0.1% | −0.01 |
| SPGSimon Property Group Inc. | 減碼歷史 | 38,51538,610 | −95−0.2% | $506.7 萬$616.9 萬 | −$1.25 萬 | 0.1%0.1% | −0.01 |
| USBUS Bancorp DE | 減碼歷史 | 86,56692,791 | −6,225−6.7% | $460.1 萬$521.2 萬 | −$33.1 萬 | 0.1%0.1% | −0.01 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 9,5289,315 | +213+2.3% | $430.3 萬$442.4 萬 | +$9.62 萬 | 0.1%0.1% | 0.00 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 13,83713,740 | +97+0.7% | $417.4 萬$493.7 萬 | +$2.93 萬 | 0.1%0.1% | −0.01 |
| KMIKinder Morgan, Inc. | 加碼歷史 | 214,398119,243 | +95,155+79.8% | $405.4 萬$189.1 萬 | +$179.9 萬 | 0.1%<0.1% | +0.03 |
| RCIRogers Communications Inc | 加碼歷史 | 70,26062,150 | +8,110+13.0% | $398.7 萬$296.0 萬 | +$46.0 萬 | 0.1%<0.1% | +0.02 |
| Vanguard Information Technology ETF92204A702 | 不變– | 9,4639,463 | 00.0% | $394.1 萬$433.6 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 33,80933,406 | +403+1.2% | $379.5 萬$374.5 萬 | +$4.52 萬 | 0.1%0.1% | 0.00 |
| DHRDanaher Corp | 減碼歷史 | 11,42511,697 | −272−2.3% | $335.1 萬$384.8 萬 | −$7.98 萬 | <0.1%0.1% | −0.01 |
| INTCIntel Corp | 加碼歷史 | 66,47066,370 | +100+0.2% | $329.4 萬$341.8 萬 | +$4,955.62 | <0.1%<0.1% | 0.00 |
| WFC.PLWells Fargo & Company | 減碼歷史 | 2,4182,718 | −300−11.0% | $320.4 萬$405.1 萬 | −$39.8 萬 | <0.1%0.1% | −0.01 |
| ALSNAllison Transmission Holdings Inc | 加碼歷史 | 78,32565,370 | +12,955+19.8% | $307.5 萬$237.6 萬 | +$50.9 萬 | <0.1%<0.1% | +0.01 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 11,02511,075 | −50−0.5% | $290.7 萬$348.0 萬 | −$1.32 萬 | <0.1%<0.1% | −0.01 |
| ENBEnbridge Inc | 不變歷史 | 62,28262,282 | 00.0% | $287.1 萬$243.4 萬 | $0 | <0.1%<0.1% | +0.01 |
| FDXFedEx Corp | 減碼歷史 | 12,24712,582 | −335−2.7% | $283.4 萬$325.4 萬 | −$7.75 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464287697 | 減碼– | 30,54631,746 | −1,200−3.8% | $278.0 萬$280.7 萬 | −$10.9 萬 | <0.1%<0.1% | 0.00 |
| EMREmerson Electric Co | 減碼歷史 | 28,13128,281 | −150−0.5% | $275.8 萬$262.9 萬 | −$1.47 萬 | <0.1%<0.1% | 0.00 |
| MMM3M Co | 減碼歷史 | 17,51422,345 | −4,831−21.6% | $260.7 萬$396.9 萬 | −$71.9 萬 | <0.1%0.1% | −0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 18,62817,509 | +1,119+6.4% | $253.9 萬$277.3 萬 | +$15.3 萬 | <0.1%<0.1% | 0.00 |
| DEDeere & Co | 不變歷史 | 5,9205,920 | 00.0% | $246.0 萬$203.0 萬 | $0 | <0.1%<0.1% | +0.01 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 50,98751,437 | −450−0.9% | $244.9 萬$262.6 萬 | −$2.16 萬 | <0.1%<0.1% | 0.00 |
| CSWCSW Industrials, Inc. | 加碼歷史 | 20,53020,287 | +243+1.2% | $241.4 萬$245.2 萬 | +$2.86 萬 | <0.1%<0.1% | 0.00 |
| LLYEli Lilly & Co | 不變歷史 | 8,3238,323 | 00.0% | $238.3 萬$229.9 萬 | $0 | <0.1%<0.1% | 0.00 |
| BLKBlackRock, Inc. | 減碼歷史 | 2,9462,966 | −20−0.7% | $225.1 萬$271.6 萬 | −$1.53 萬 | <0.1%<0.1% | −0.01 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 9,8929,927 | −35−0.4% | $225.1 萬$244.8 萬 | −$7,964.52 | <0.1%<0.1% | 0.00 |
| TRPTC Energy Corp | 減碼歷史 | 39,56549,852 | −10,287−20.6% | $223.2 萬$232.0 萬 | −$58.0 萬 | <0.1%<0.1% | 0.00 |
| BOHBank of Hawaii Corp | 新進歷史 | 25,0140 | +25,014 | $209.9 萬$0 | +$209.9 萬 | <0.1%0.0% | +0.03 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。