Everett Harris & Co
- SEC CIK
- 0001009254
- 最新申報
- 2026/8/3
2022 年第 3 季到 2022 年第 4 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
- 16 檔
- 估計 +$551.3 萬
- 加碼
- 54 檔
- 估計 +$1,626 萬
- 減碼
- 103 檔
- 估計 −$8,410 萬
- 清倉
- 18 檔
- 估計 −$537.8 萬
總值從 $54.3 億變成 $58.2 億（+$3.83 億 (+7.0%)），持股從 257 檔變成 255 檔（−2）。
2022 年第 4 季全部持倉2022 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 4 季，下面灰字是 2022 年第 3 季。兩季之間拆股的股票，2022 年第 3 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） |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | 加碼歷史 | 1,4271,420 | +7+0.5% | $6.69 億$5.77 億 | +$328.1 萬 | 11.5%10.6% | +0.88 |
| AAPLApple Inc. | 減碼歷史 | 4,674,1774,768,170 | −93,993−2.0% | $6.07 億$6.59 億 | −$1,221 萬 | 10.4%12.1% | −1.69 |
| NVONovo Nordisk A S | 加碼歷史 | 3,319,3093,316,090 | +3,219+0.1% | $4.49 億$3.30 億 | +$43.6 萬 | 7.7%6.1% | +1.64 |
| COSTCostco Wholesale Corp | 減碼歷史 | 890,106893,336 | −3,230−0.4% | $4.06 億$4.22 億 | −$147.4 萬 | 7.0%7.8% | −0.78 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,617,5371,628,002 | −10,465−0.6% | $3.88 億$3.79 億 | −$251.0 萬 | 6.7%7.0% | −0.31 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 710,907719,437 | −8,530−1.2% | $2.20 億$1.92 億 | −$263.5 萬 | 3.8%3.5% | +0.24 |
| GOOGAlphabet Inc. | 減碼歷史 | 2,184,0592,211,903 | −27,844−1.3% | $1.94 億$2.13 億 | −$247.1 萬 | 3.3%3.9% | −0.58 |
| Vanguard Health Care ETF92204A504 | 減碼– | 754,313757,610 | −3,297−0.4% | $1.87 億$1.69 億 | −$81.8 萬 | 3.2%3.1% | +0.10 |
| ABTAbbott Laboratories | 減碼歷史 | 1,558,7701,560,388 | −1,618−0.1% | $1.71 億$1.51 億 | −$17.8 萬 | 2.9%2.8% | +0.16 |
| JNJJohnson & Johnson | 減碼歷史 | 831,746847,307 | −15,561−1.8% | $1.47 億$1.38 億 | −$274.9 萬 | 2.5%2.5% | −0.02 |
| NKENIKE, Inc. | 加碼歷史 | 1,080,1771,077,670 | +2,507+0.2% | $1.26 億$8,958 萬 | +$29.3 萬 | 2.2%1.6% | +0.52 |
| BDXBecton Dickinson & Co | 加碼歷史 | 476,590475,827 | +763+0.2% | $1.21 億$1.06 億 | +$19.4 萬 | 2.1%2.0% | +0.13 |
| SBUXStarbucks Corp | 減碼歷史 | 1,146,9531,151,478 | −4,525−0.4% | $1.14 億$9,702 萬 | −$44.9 萬 | 2.0%1.8% | +0.17 |
| DISWalt Disney Co | 減碼歷史 | 1,248,6961,264,317 | −15,621−1.2% | $1.08 億$1.19 億 | −$135.7 萬 | 1.9%2.2% | −0.33 |
| MCDMcDonalds Corp | 減碼歷史 | 404,327407,009 | −2,682−0.7% | $1.07 億$9,391 萬 | −$70.7 萬 | 1.8%1.7% | +0.10 |
| ACNAccenture plc | 加碼歷史 | 376,085375,697 | +388+0.1% | $1.00 億$9,667 萬 | +$10.4 萬 | 1.7%1.8% | −0.05 |
| CVXChevron Corp | 減碼歷史 | 526,615534,469 | −7,854−1.5% | $9,452 萬$7,679 萬 | −$141.0 萬 | 1.6%1.4% | +0.21 |
| BACBank of America Corp | 加碼歷史 | 2,758,0402,746,700 | +11,340+0.4% | $9,135 萬$8,295 萬 | +$37.6 萬 | 1.6%1.5% | +0.04 |
| AMZNAmazon Com Inc | 減碼歷史 | 1,082,5451,091,255 | −8,710−0.8% | $9,093 萬$1.23 億 | −$73.2 萬 | 1.6%2.3% | −0.71 |
| TJXTJX Companies Inc | 減碼歷史 | 1,127,1851,135,665 | −8,480−0.7% | $8,972 萬$7,055 萬 | −$67.5 萬 | 1.5%1.3% | +0.24 |
| ABBVAbbVie Inc. | 減碼歷史 | 553,348555,358 | −2,010−0.4% | $8,943 萬$7,454 萬 | −$32.5 萬 | 1.5%1.4% | +0.17 |
| ULUnilever PLC | 減碼歷史 | 1,675,6951,687,232 | −11,537−0.7% | $8,437 萬$7,397 萬 | −$58.1 萬 | 1.5%1.4% | +0.09 |
| PEPPepsiCo Inc | 減碼歷史 | 409,074410,528 | −1,454−0.4% | $7,390 萬$6,702 萬 | −$26.3 萬 | 1.3%1.2% | +0.04 |
| CLColgate Palmolive Co | 減碼歷史 | 891,754936,324 | −44,570−4.8% | $7,026 萬$6,578 萬 | −$351.2 萬 | 1.2%1.2% | 0.00 |
| FDSFactset Research Systems Inc | 加碼歷史 | 148,001147,901 | +100+0.1% | $5,938 萬$5,918 萬 | +$4.01 萬 | 1.0%1.1% | −0.07 |
| GOOGLAlphabet Inc. | 減碼歷史 | 646,823649,425 | −2,602−0.4% | $5,707 萬$6,212 萬 | −$23.0 萬 | 1.0%1.1% | −0.16 |
| CMCSAComcast Corp | 加碼歷史 | 1,537,4151,508,920 | +28,495+1.9% | $5,376 萬$4,426 萬 | +$99.6 萬 | 0.9%0.8% | +0.11 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 328,646333,646 | −5,000−1.5% | $5,009 萬$4,343 萬 | −$76.2 萬 | 0.9%0.8% | +0.06 |
| WMTWalmart Inc. | 減碼歷史 | 306,300331,300 | −25,000−7.5% | $4,343 萬$4,297 萬 | −$354.5 萬 | 0.7%0.8% | −0.04 |
| HDHome Depot, Inc. | 減碼歷史 | 132,014144,511 | −12,497−8.6% | $4,170 萬$3,988 萬 | −$394.7 萬 | 0.7%0.7% | −0.02 |
| PGRProgressive Corp | 減碼歷史 | 320,940328,045 | −7,105−2.2% | $4,163 萬$3,812 萬 | −$92.2 萬 | 0.7%0.7% | +0.01 |
| BAXBaxter International Inc | 加碼歷史 | 735,609727,668 | +7,941+1.1% | $3,749 萬$3,919 萬 | +$40.5 萬 | 0.6%0.7% | −0.08 |
| EXPDExpeditors International of Washington Inc | 減碼歷史 | 344,646351,576 | −6,930−2.0% | $3,582 萬$3,105 萬 | −$72.0 萬 | 0.6%0.6% | +0.04 |
| LMTLockheed Martin Corp | 減碼歷史 | 57,84658,234 | −388−0.7% | $2,814 萬$2,250 萬 | −$18.9 萬 | 0.5%0.4% | +0.07 |
| BDX 6 06/01/23 Pfd075887406 | 減碼– | 558,580643,776 | −85,196−13.2% | $2,797 萬$3,035 萬 | −$426.7 萬 | 0.5%0.6% | −0.08 |
| SCHWSchwab Charles Corp | 減碼歷史 | 319,408323,457 | −4,049−1.3% | $2,659 萬$2,325 萬 | −$33.7 萬 | 0.5%0.4% | +0.03 |
| VZVerizon Communications Inc | 減碼歷史 | 565,093590,186 | −25,093−4.3% | $2,227 萬$2,241 萬 | −$98.9 萬 | 0.4%0.4% | −0.03 |
| Bank of Amer Corp060505682 | 減碼– | 17,75218,624 | −872−4.7% | $2,076 萬$2,188 萬 | −$102.0 萬 | 0.4%0.4% | −0.05 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 106,397109,833 | −3,436−3.1% | $1,850 萬$1,774 萬 | −$59.7 萬 | 0.3%0.3% | −0.01 |
| MAMastercard Inc | 減碼歷史 | 52,64554,160 | −1,515−2.8% | $1,831 萬$1,540 萬 | −$52.7 萬 | 0.3%0.3% | +0.03 |
| MRKMerck & Co., Inc. | 減碼歷史 | 164,966178,587 | −13,621−7.6% | $1,830 萬$1,538 萬 | −$151.1 萬 | 0.3%0.3% | +0.03 |
| BUDAnheuser-Busch InBev SA/NV | 減碼歷史 | 283,289294,774 | −11,485−3.9% | $1,701 萬$1,331 萬 | −$69.0 萬 | 0.3%0.2% | +0.05 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 138,652154,963 | −16,311−10.5% | $1,529 萬$1,353 萬 | −$179.9 萬 | 0.3%0.2% | +0.01 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 187,523186,958 | +565+0.3% | $1,399 萬$1,545 萬 | +$4.22 萬 | 0.2%0.3% | −0.04 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 57,46857,684 | −216−0.4% | $1,225 萬$1,234 萬 | −$4.60 萬 | 0.2%0.2% | −0.02 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 237,182336,048 | −98,866−29.4% | $1,108 萬$1,444 萬 | −$461.7 萬 | 0.2%0.3% | −0.08 |
| ECLEcolab Inc. | 減碼歷史 | 75,80277,036 | −1,234−1.6% | $1,103 萬$1,113 萬 | −$18.0 萬 | 0.2%0.2% | −0.02 |
| CVSCVS Health Corp | 減碼歷史 | 115,208118,078 | −2,870−2.4% | $1,074 萬$1,126 萬 | −$26.7 萬 | 0.2%0.2% | −0.02 |
| UNPUnion Pacific Corp | 加碼歷史 | 49,72647,204 | +2,522+5.3% | $1,030 萬$919.6 萬 | +$52.2 萬 | 0.2%0.2% | +0.01 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 133,860175,325 | −41,465−23.7% | $1,007 萬$1,302 萬 | −$311.8 萬 | 0.2%0.2% | −0.07 |
| NEENextera Energy Inc | 加碼歷史 | 116,015115,935 | +80+0.1% | $969.9 萬$909.0 萬 | +$6,688.1 | 0.2%0.2% | 0.00 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 121,700154,910 | −33,210−21.4% | $916.2 萬$1,159 萬 | −$250.0 萬 | 0.2%0.2% | −0.06 |
| PGProcter & Gamble Co | 減碼歷史 | 57,79257,824 | −32−0.1% | $875.9 萬$730.0 萬 | −$4,849.94 | 0.2%0.1% | +0.02 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 22,71821,493 | +1,225+5.7% | $798.2 萬$705.6 萬 | +$43.0 萬 | 0.1%0.1% | +0.01 |
| RTXRTX Corp | 加碼歷史 | 78,75776,857 | +1,900+2.5% | $794.8 萬$629.2 萬 | +$19.2 萬 | 0.1%0.1% | +0.02 |
| OKEONEOK Inc | 減碼歷史 | 120,402120,702 | −300−0.2% | $791.0 萬$618.5 萬 | −$1.97 萬 | 0.1%0.1% | +0.02 |
| KOCoca Cola Co | 減碼歷史 | 123,870125,627 | −1,757−1.4% | $787.9 萬$703.8 萬 | −$11.2 萬 | 0.1%0.1% | +0.01 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 59,62161,951 | −2,330−3.8% | $760.2 萬$647.7 萬 | −$29.7 萬 | 0.1%0.1% | +0.01 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 13,23413,215 | +19+0.1% | $728.8 萬$670.3 萬 | +$1.05 萬 | 0.1%0.1% | 0.00 |
| Industrias Bachoco SAB456463108 | 減碼– | 140,002143,495 | −3,493−2.4% | $713.9 萬$660.6 萬 | −$17.8 萬 | 0.1%0.1% | 0.00 |
| SYYSysco Corp | 減碼歷史 | 80,98481,184 | −200−0.2% | $619.1 萬$574.1 萬 | −$1.53 萬 | 0.1%0.1% | 0.00 |
| SPGSimon Property Group Inc. | 加碼歷史 | 52,39249,037 | +3,355+6.8% | $615.5 萬$440.1 萬 | +$39.4 萬 | 0.1%0.1% | +0.02 |
| PFEPfizer Inc | 減碼歷史 | 113,473145,699 | −32,226−22.1% | $581.4 萬$637.6 萬 | −$165.1 萬 | 0.1%0.1% | −0.02 |
| CPCanadian Pacific Kansas City Ltd | 加碼歷史 | 77,57576,322 | +1,253+1.6% | $578.6 萬$509.2 萬 | +$9.35 萬 | 0.1%0.1% | +0.01 |
| AMGNAmgen Inc | 加碼歷史 | 21,39020,727 | +663+3.2% | $561.8 萬$467.2 萬 | +$17.4 萬 | 0.1%0.1% | +0.01 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 73,95676,406 | −2,450−3.2% | $526.7 萬$657.6 萬 | −$17.4 萬 | 0.1%0.1% | −0.03 |
| KMIKinder Morgan, Inc. | 加碼歷史 | 258,913255,283 | +3,630+1.4% | $468.1 萬$424.8 萬 | +$6.56 萬 | 0.1%0.1% | 0.00 |
| YUMYum Brands Inc | 不變歷史 | 34,69934,699 | 00.0% | $444.4 萬$369.0 萬 | $0 | 0.1%0.1% | +0.01 |
| QCOMQualcomm Inc | 加碼歷史 | 39,86339,613 | +250+0.6% | $438.3 萬$447.5 萬 | +$2.75 萬 | 0.1%0.1% | −0.01 |
| RCIRogers Communications Inc | 加碼歷史 | 86,82580,555 | +6,270+7.8% | $406.7 萬$310.5 萬 | +$29.4 萬 | 0.1%0.1% | +0.01 |
| JJacobs Solutions Inc. | 加碼歷史 | 33,8252,256 | +31,569+1,399.3% | $406.1 萬$24.5 萬 | +$379.0 萬 | 0.1%<0.1% | +0.07 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 37,04535,906 | +1,139+3.2% | $400.9 萬$340.7 萬 | +$12.3 萬 | 0.1%0.1% | +0.01 |
| MDTMedtronic plc | 加碼歷史 | 50,26049,358 | +902+1.8% | $390.6 萬$398.6 萬 | +$7.01 萬 | 0.1%0.1% | −0.01 |
| ALSNAllison Transmission Holdings Inc | 減碼歷史 | 85,45086,625 | −1,175−1.4% | $355.5 萬$292.4 萬 | −$4.89 萬 | 0.1%0.1% | +0.01 |
| VVisa Inc. | 加碼歷史 | 16,31716,266 | +51+0.3% | $339.0 萬$289.0 萬 | +$1.06 萬 | 0.1%0.1% | +0.01 |
| USBUS Bancorp DE | 減碼歷史 | 75,40379,703 | −4,300−5.4% | $328.8 萬$321.4 萬 | −$18.8 萬 | 0.1%0.1% | 0.00 |
| LLYEli Lilly & Co | 不變歷史 | 8,6408,640 | 00.0% | $316.1 萬$279.4 萬 | $0 | 0.1%0.1% | 0.00 |
| NVSNovartis AG | 減碼歷史 | 32,26952,139 | −19,870−38.1% | $292.7 萬$396.3 萬 | −$180.2 萬 | 0.1%0.1% | −0.02 |
| DHRDanaher Corp | 加碼歷史 | 10,89310,863 | +30+0.3% | $289.1 萬$280.6 萬 | +$7,961.99 | <0.1%0.1% | 0.00 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 10,95011,025 | −75−0.7% | $257.9 萬$225.8 萬 | −$1.77 萬 | <0.1%<0.1% | 0.00 |
| CSWCSW Industrials, Inc. | 不變歷史 | 21,22821,228 | 00.0% | $246.1 萬$254.3 萬 | $0 | <0.1%<0.1% | 0.00 |
| ENBEnbridge Inc | 加碼歷史 | 62,36962,338 | +310.0% | $243.9 萬$231.3 萬 | +$1,212.28 | <0.1%<0.1% | 0.00 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 17,91019,041 | −1,131−5.9% | $240.2 萬$199.0 萬 | −$15.2 萬 | <0.1%<0.1% | 0.00 |
| ADPAutomatic Data Processing Inc | 加碼歷史 | 9,9759,882 | +93+0.9% | $238.3 萬$223.5 萬 | +$2.22 萬 | <0.1%<0.1% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 6,1707,910 | −1,740−22.0% | $236.0 萬$282.5 萬 | −$66.6 萬 | <0.1%0.1% | −0.01 |
| BLKBlackRock, Inc. | 減碼歷史 | 3,2963,476 | −180−5.2% | $233.6 萬$191.3 萬 | −$12.8 萬 | <0.1%<0.1% | 0.00 |
| EMREmerson Electric Co | 減碼歷史 | 23,07124,671 | −1,600−6.5% | $221.6 萬$180.6 萬 | −$15.4 萬 | <0.1%<0.1% | 0.00 |
| OGNOrganon & Co. | 加碼歷史 | 78,54034,126 | +44,414+130.1% | $219.4 萬$79.9 萬 | +$124.1 萬 | <0.1%<0.1% | +0.02 |
| WFC.PLWells Fargo & Company | 減碼歷史 | 1,8282,061 | −233−11.3% | $217.9 萬$245.8 萬 | −$27.8 萬 | <0.1%<0.1% | −0.01 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 加碼歷史 | 28,55416,203 | +12,351+76.2% | $212.7 萬$111.1 萬 | +$92.0 萬 | <0.1%<0.1% | +0.02 |
| iShares Tr464287697 | 減碼– | 24,24624,546 | −300−1.2% | $209.8 萬$199.1 萬 | −$2.60 萬 | <0.1%<0.1% | 0.00 |
| EPDEnterprise Products Partners L.P. | 加碼歷史 | 83,60476,604 | +7,000+9.1% | $201.7 萬$182.2 萬 | +$16.9 萬 | <0.1%<0.1% | 0.00 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 49,76792,173 | −42,406−46.0% | $194.0 萬$336.3 萬 | −$165.3 萬 | <0.1%0.1% | −0.03 |
| BOHBank of Hawaii Corp | 不變歷史 | 24,74324,743 | 00.0% | $191.9 萬$188.3 萬 | $0 | <0.1%<0.1% | 0.00 |
| DDominion Energy, Inc | 加碼歷史 | 31,17423,617 | +7,557+32.0% | $191.2 萬$163.2 萬 | +$46.3 萬 | <0.1%<0.1% | 0.00 |
| JPMorgan Chase & Co46625H365 | 加碼– | 86,34681,006 | +5,340+6.6% | $187.8 萬$162.5 萬 | +$11.6 萬 | <0.1%<0.1% | 0.00 |
| LNTAlliant Energy Corp | 不變歷史 | 33,09633,096 | 00.0% | $182.7 萬$175.4 萬 | $0 | <0.1%<0.1% | 0.00 |
| HSICHenry Schein Inc | 新進歷史 | 22,2270 | +22,227 | $177.5 萬$0 | +$177.5 萬 | <0.1%0.0% | +0.03 |
| INTCIntel Corp | 不變歷史 | 65,87565,875 | 00.0% | $174.1 萬$169.8 萬 | $0 | <0.1%<0.1% | 0.00 |
| CAHCardinal Health Inc | 不變歷史 | 22,24422,244 | 00.0% | $171.0 萬$148.3 萬 | $0 | <0.1%<0.1% | 0.00 |
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。