Everett Harris & Co
- SEC CIK
- 0001009254
- 最新申報
- 2026/8/3
2025 年第 1 季到 2025 年第 2 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
- 19 檔
- 估計 +$1,557 萬
- 加碼
- 72 檔
- 估計 +$2,409 萬
- 減碼
- 129 檔
- 估計 −$1.18 億
- 清倉
- 7 檔
- 估計 −$369.4 萬
總值從 $77.9 億變成 $77.9 億（+$584.4 萬 (+0.1%)），持股從 320 檔變成 332 檔（+12）。
2025 年第 2 季全部持倉2025 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 2 季，下面灰字是 2025 年第 1 季。兩季之間拆股的股票，2025 年第 1 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 | 1,4171,405 | +12+0.9% | $10.3 億$11.2 億 | +$874.6 萬 | 13.3%14.4% | −1.15 |
| AAPLApple Inc. | 減碼歷史 | 4,220,0754,307,274 | −87,199−2.0% | $8.66 億$9.57 億 | −$1,789 萬 | 11.1%12.3% | −1.18 |
| COSTCostco Wholesale Corp | 減碼歷史 | 791,162847,191 | −56,029−6.6% | $7.83 億$8.01 億 | −$5,547 萬 | 10.0%10.3% | −0.24 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,495,1981,505,403 | −10,205−0.7% | $7.44 億$5.65 億 | −$507.6 萬 | 9.5%7.3% | +2.29 |
| NVONovo Nordisk A S | 減碼歷史 | 6,394,1826,408,022 | −13,840−0.2% | $4.41 億$4.45 億 | −$95.5 萬 | 5.7%5.7% | −0.05 |
| GOOGAlphabet Inc. | 減碼歷史 | 2,033,9422,052,659 | −18,717−0.9% | $3.61 億$3.21 億 | −$332.0 萬 | 4.6%4.1% | +0.51 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 677,886679,498 | −1,612−0.2% | $3.29 億$3.62 億 | −$78.3 萬 | 4.2%4.6% | −0.42 |
| AMZNAmazon Com Inc | 減碼歷史 | 1,035,6191,041,133 | −5,514−0.5% | $2.27 億$1.98 億 | −$121.0 萬 | 2.9%2.5% | +0.37 |
| ABTAbbott Laboratories | 減碼歷史 | 1,491,3391,512,800 | −21,461−1.4% | $2.03 億$2.01 億 | −$291.9 萬 | 2.6%2.6% | +0.03 |
| Vanguard Health Care ETF92204A504 | 減碼– | 738,001743,999 | −5,998−0.8% | $1.83 億$1.97 億 | −$149.0 萬 | 2.4%2.5% | −0.18 |
| DISWalt Disney Co | 減碼歷史 | 1,191,5571,209,160 | −17,603−1.5% | $1.48 億$1.19 億 | −$218.3 萬 | 1.9%1.5% | +0.36 |
| TJXTJX Companies Inc | 減碼歷史 | 1,141,6381,148,293 | −6,655−0.6% | $1.41 億$1.40 億 | −$82.2 萬 | 1.8%1.8% | +0.01 |
| BACBank of America Corp | 減碼歷史 | 2,861,6322,885,383 | −23,751−0.8% | $1.35 億$1.20 億 | −$112.4 萬 | 1.7%1.5% | +0.19 |
| MCDMcDonalds Corp | 減碼歷史 | 401,392403,473 | −2,081−0.5% | $1.17 億$1.26 億 | −$60.8 萬 | 1.5%1.6% | −0.11 |
| ACNAccenture plc | 減碼歷史 | 367,058372,068 | −5,010−1.3% | $1.10 億$1.16 億 | −$149.7 萬 | 1.4%1.5% | −0.08 |
| GOOGLAlphabet Inc. | 減碼歷史 | 574,488575,435 | −947−0.2% | $1.01 億$8,899 萬 | −$16.7 萬 | 1.3%1.1% | +0.16 |
| ULUnilever PLC | 減碼歷史 | 1,619,8001,635,860 | −16,060−1.0% | $9,908 萬$9,742 萬 | −$98.2 萬 | 1.3%1.3% | +0.02 |
| ABBVAbbVie Inc. | 減碼歷史 | 521,259524,149 | −2,890−0.6% | $9,676 萬$1.10 億 | −$53.6 萬 | 1.2%1.4% | −0.17 |
| BDXBecton Dickinson & Co | 減碼歷史 | 556,836557,751 | −915−0.2% | $9,591 萬$1.28 億 | −$15.8 萬 | 1.2%1.6% | −0.41 |
| SBUXStarbucks Corp | 減碼歷史 | 1,024,1791,042,407 | −18,228−1.7% | $9,385 萬$1.02 億 | −$167.0 萬 | 1.2%1.3% | −0.11 |
| CVXChevron Corp | 減碼歷史 | 563,019572,235 | −9,216−1.6% | $8,062 萬$9,573 萬 | −$132.0 萬 | 1.0%1.2% | −0.19 |
| WMTWalmart Inc. | 減碼歷史 | 810,982821,236 | −10,254−1.2% | $7,930 萬$7,210 萬 | −$100.3 萬 | 1.0%0.9% | +0.09 |
| NKENIKE, Inc. | 減碼歷史 | 1,059,5221,072,954 | −13,432−1.3% | $7,527 萬$6,811 萬 | −$95.4 萬 | 1.0%0.9% | +0.09 |
| JNJJohnson & Johnson | 減碼歷史 | 484,511492,899 | −8,388−1.7% | $7,401 萬$8,174 萬 | −$128.1 萬 | 0.9%1.0% | −0.10 |
| CLColgate Palmolive Co | 減碼歷史 | 781,997782,697 | −700−0.1% | $7,108 萬$7,334 萬 | −$6.36 萬 | 0.9%0.9% | −0.03 |
| FDSFactset Research Systems Inc | 減碼歷史 | 145,982148,361 | −2,379−1.6% | $6,529 萬$6,745 萬 | −$106.4 萬 | 0.8%0.9% | −0.03 |
| CMCSAComcast Corp | 減碼歷史 | 1,535,4161,542,139 | −6,723−0.4% | $5,480 萬$5,690 萬 | −$24.0 萬 | 0.7%0.7% | −0.03 |
| PEPPepsiCo Inc | 減碼歷史 | 405,015411,174 | −6,159−1.5% | $5,348 萬$6,165 萬 | −$81.3 萬 | 0.7%0.8% | −0.11 |
| AWKAmerican Water Works Company, Inc. | 不變歷史 | 307,961307,961 | 00.0% | $4,284 萬$4,543 萬 | $0 | 0.5%0.6% | −0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 105,098105,219 | −121−0.1% | $3,853 萬$3,856 萬 | −$4.44 萬 | 0.5%0.5% | 0.00 |
| PGRProgressive Corp | 減碼歷史 | 136,026136,826 | −800−0.6% | $3,630 萬$3,872 萬 | −$21.3 萬 | 0.5%0.5% | −0.03 |
| Vanguard Morningstar Growth ETF922908736 | 減碼– | 66,21766,987 | −770−1.1% | $2,903 萬$2,484 萬 | −$33.8 萬 | 0.4%0.3% | +0.05 |
| SHELShell plc | 加碼歷史 | 355,707353,847 | +1,860+0.5% | $2,505 萬$2,593 萬 | +$13.1 萬 | 0.3%0.3% | −0.01 |
| VZVerizon Communications Inc | 減碼歷史 | 574,581575,989 | −1,408−0.2% | $2,486 萬$2,613 萬 | −$6.09 萬 | 0.3%0.3% | −0.02 |
| MAMastercard Inc | 減碼歷史 | 44,03345,939 | −1,906−4.1% | $2,474 萬$2,518 萬 | −$107.1 萬 | 0.3%0.3% | −0.01 |
| EXPDExpeditors International of Washington Inc | 減碼歷史 | 213,153216,211 | −3,058−1.4% | $2,435 萬$2,600 萬 | −$34.9 萬 | 0.3%0.3% | −0.02 |
| LMTLockheed Martin Corp | 減碼歷史 | 52,19952,780 | −581−1.1% | $2,418 萬$2,358 萬 | −$26.9 萬 | 0.3%0.3% | +0.01 |
| ECLEcolab Inc. | 加碼歷史 | 74,70674,689 | +170.0% | $2,013 萬$1,894 萬 | +$4,580.48 | 0.3%0.2% | +0.02 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 87,98088,067 | −87−0.1% | $1,993 萬$1,462 萬 | −$1.97 萬 | 0.3%0.2% | +0.07 |
| SCHWSchwab Charles Corp | 加碼歷史 | 210,831210,451 | +380+0.2% | $1,924 萬$1,647 萬 | +$3.47 萬 | 0.2%0.2% | +0.04 |
| JJacobs Solutions Inc. | 加碼歷史 | 143,464141,621 | +1,843+1.3% | $1,886 萬$1,712 萬 | +$24.2 萬 | 0.2%0.2% | +0.02 |
| Bank of Amer Corp060505682 | 減碼– | 15,11515,219 | −104−0.7% | $1,833 萬$1,879 萬 | −$12.6 萬 | 0.2%0.2% | −0.01 |
| RTXRTX Corp | 加碼歷史 | 119,181118,825 | +356+0.3% | $1,740 萬$1,574 萬 | +$5.20 萬 | 0.2%0.2% | +0.02 |
| MRKMerck & Co., Inc. | 加碼歷史 | 219,487210,775 | +8,712+4.1% | $1,737 萬$1,892 萬 | +$69.0 萬 | 0.2%0.2% | −0.02 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 244,128240,686 | +3,442+1.4% | $1,678 萬$1,482 萬 | +$23.7 萬 | 0.2%0.2% | +0.03 |
| UNPUnion Pacific Corp | 加碼歷史 | 71,60167,225 | +4,376+6.5% | $1,647 萬$1,588 萬 | +$100.7 萬 | 0.2%0.2% | +0.01 |
| BAXBaxter International Inc | 減碼歷史 | 510,519526,385 | −15,866−3.0% | $1,546 萬$1,802 萬 | −$48.0 萬 | 0.2%0.2% | −0.03 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 141,180143,267 | −2,087−1.5% | $1,522 萬$1,704 萬 | −$22.5 萬 | 0.2%0.2% | −0.02 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 25,02924,889 | +140+0.6% | $1,422 萬$1,279 萬 | +$7.95 萬 | 0.2%0.2% | +0.02 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 21,43721,435 | +20.0% | $1,183 萬$1,005 萬 | +$1,103.28 | 0.2%0.1% | +0.02 |
| HSICHenry Schein Inc | 減碼歷史 | 157,787160,127 | −2,340−1.5% | $1,153 萬$1,097 萬 | −$17.1 萬 | 0.1%0.1% | +0.01 |
| METAMeta Platforms, Inc. | 減碼歷史 | 13,94213,949 | −7−0.1% | $1,029 萬$804.0 萬 | −$5,166.63 | 0.1%0.1% | +0.03 |
| LHLabcorp Holdings Inc. | 加碼歷史 | 34,78632,541 | +2,245+6.9% | $913.2 萬$757.4 萬 | +$58.9 萬 | 0.1%0.1% | +0.02 |
| NEENextera Energy Inc | 不變歷史 | 131,333131,333 | 00.0% | $911.7 萬$931.0 萬 | $0 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 55,81255,827 | −150.0% | $889.2 萬$951.4 萬 | −$2,389.8 | 0.1%0.1% | −0.01 |
| OKEONEOK Inc | 減碼歷史 | 107,891107,927 | −360.0% | $880.7 萬$1,071 萬 | −$2,938.68 | 0.1%0.1% | −0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 27,82826,399 | +1,429+5.4% | $806.8 萬$647.6 萬 | +$41.4 萬 | 0.1%0.1% | +0.02 |
| KOCoca Cola Co | 加碼歷史 | 110,208109,778 | +430+0.4% | $779.7 萬$786.2 萬 | +$3.04 萬 | 0.1%0.1% | 0.00 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 74,86580,121 | −5,256−6.6% | $755.7 萬$881.3 萬 | −$53.1 萬 | 0.1%0.1% | −0.02 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 93,08092,780 | +300+0.3% | $740.0 萬$732.4 萬 | +$2.38 萬 | 0.1%0.1% | 0.00 |
| DDominion Energy, Inc | 加碼歷史 | 130,643124,879 | +5,764+4.6% | $738.4 萬$700.2 萬 | +$32.6 萬 | 0.1%0.1% | 0.00 |
| SPGSimon Property Group Inc. | 減碼歷史 | 44,24744,555 | −308−0.7% | $711.3 萬$740.0 萬 | −$4.95 萬 | 0.1%0.1% | 0.00 |
| LLYEli Lilly & Co | 減碼歷史 | 8,9168,975 | −59−0.7% | $695.0 萬$741.3 萬 | −$4.60 萬 | 0.1%0.1% | −0.01 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 114,637120,209 | −5,572−4.6% | $688.2 萬$648.8 萬 | −$33.4 萬 | 0.1%0.1% | 0.00 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 87,70588,375 | −670−0.8% | $685.9 萬$640.5 萬 | −$5.24 萬 | 0.1%0.1% | +0.01 |
| AMGNAmgen Inc | 加碼歷史 | 23,63323,355 | +278+1.2% | $659.9 萬$727.6 萬 | +$7.76 萬 | 0.1%0.1% | −0.01 |
| PFEPfizer Inc | 加碼歷史 | 267,232236,761 | +30,471+12.9% | $647.8 萬$600.0 萬 | +$73.9 萬 | 0.1%0.1% | +0.01 |
| CPCanadian Pacific Kansas City Ltd | 加碼歷史 | 81,48581,289 | +196+0.2% | $645.9 萬$570.7 萬 | +$1.55 萬 | 0.1%0.1% | +0.01 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 15,45514,709 | +746+5.1% | $626.6 萬$731.9 萬 | +$30.2 萬 | 0.1%0.1% | −0.01 |
| ALSNAllison Transmission Holdings Inc | 減碼歷史 | 64,17464,869 | −695−1.1% | $609.6 萬$620.6 萬 | −$6.60 萬 | 0.1%0.1% | 0.00 |
| NVDANVIDIA Corp | 減碼歷史 | 37,64138,567 | −926−2.4% | $594.7 萬$418.0 萬 | −$14.6 萬 | 0.1%0.1% | +0.02 |
| Cogeco Inc19238T100 | 減碼– | 113,127113,542 | −415−0.4% | $554.1 萬$498.4 萬 | −$2.03 萬 | 0.1%0.1% | +0.01 |
| EMREmerson Electric Co | 減碼歷史 | 38,42238,622 | −200−0.5% | $512.3 萬$423.5 萬 | −$2.67 萬 | 0.1%0.1% | +0.01 |
| VVisa Inc. | 減碼歷史 | 14,26814,786 | −518−3.5% | $506.6 萬$518.2 萬 | −$18.4 萬 | 0.1%0.1% | 0.00 |
| QCOMQualcomm Inc | 減碼歷史 | 31,76631,891 | −125−0.4% | $505.9 萬$489.9 萬 | −$1.99 萬 | 0.1%0.1% | 0.00 |
| CSWCSW Industrials, Inc. | 減碼歷史 | 17,39017,465 | −75−0.4% | $498.8 萬$509.1 萬 | −$2.15 萬 | 0.1%0.1% | 0.00 |
| Pason Systems Inc702925108 | 加碼– | 538,868441,474 | +97,394+22.1% | $486.4 萬$403.6 萬 | +$87.9 萬 | 0.1%0.1% | +0.01 |
| MDTMedtronic plc | 加碼歷史 | 52,96852,918 | +50+0.1% | $461.7 萬$475.5 萬 | +$4,358.5 | 0.1%0.1% | 0.00 |
| BLKBlackRock, Inc. | 加碼歷史 | 4,3883,965 | +423+10.7% | $460.4 萬$375.3 萬 | +$44.4 萬 | 0.1%<0.1% | +0.01 |
| KMIKinder Morgan, Inc. | 減碼歷史 | 153,345156,208 | −2,863−1.8% | $450.8 萬$445.7 萬 | −$8.42 萬 | 0.1%0.1% | 0.00 |
| VVVValvoline Inc | 加碼歷史 | 116,930116,652 | +278+0.2% | $442.8 萬$406.1 萬 | +$1.05 萬 | 0.1%0.1% | 0.00 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 31,35133,992 | −2,641−7.8% | $417.9 萬$438.4 萬 | −$35.2 萬 | 0.1%0.1% | 0.00 |
| Baird Ultra Short Bond Inst057071722 | 新進– | 396,5280 | +396,528 | $401.3 萬$0 | +$401.3 萬 | 0.1%0.0% | +0.05 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 6,3996,680 | −281−4.2% | $395.4 萬$373.7 萬 | −$17.4 萬 | 0.1%<0.1% | 0.00 |
| ALEXAlexander & Baldwin, Inc. | 減碼歷史 | 220,750240,345 | −19,595−8.2% | $393.6 萬$414.1 萬 | −$34.9 萬 | 0.1%0.1% | 0.00 |
| SYYSysco Corp | 減碼歷史 | 51,30551,598 | −293−0.6% | $388.6 萬$387.2 萬 | −$2.22 萬 | <0.1%<0.1% | 0.00 |
| YUMYum Brands Inc | 減碼歷史 | 24,34430,500 | −6,156−20.2% | $360.7 萬$479.9 萬 | −$91.2 萬 | <0.1%0.1% | −0.02 |
| AMJBJPMorgan Chase & Co | 加碼歷史 | 107,910107,730 | +180+0.2% | $326.5 萬$349.9 萬 | +$5,446.8 | <0.1%<0.1% | 0.00 |
| Citigroup Inc Var (Call 08/15172967KM2 | 新進– | –0 | – | $313.0 萬$0 | +$313.0 萬 | <0.1%0.0% | +0.04 |
| TTITetra Technologies Inc | 加碼歷史 | 921,265657,385 | +263,880+40.1% | $309.5 萬$220.9 萬 | +$88.7 萬 | <0.1%<0.1% | +0.01 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 33,67533,954 | −279−0.8% | $307.1 萬$384.3 萬 | −$2.54 萬 | <0.1%<0.1% | −0.01 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 41,06441,839 | −775−1.9% | $305.2 萬$273.0 萬 | −$5.76 萬 | <0.1%<0.1% | 0.00 |
| Baird FDS Inc SHRT Tr057071409 | 新進– | 319,8440 | +319,844 | $305.1 萬$0 | +$305.1 萬 | <0.1%0.0% | +0.04 |
| BBWIBath & Body Works, Inc. | 加碼歷史 | 98,11292,935 | +5,177+5.6% | $293.9 萬$281.8 萬 | +$15.5 萬 | <0.1%<0.1% | 0.00 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 36,44538,305 | −1,860−4.9% | $286.8 萬$299.9 萬 | −$14.6 萬 | <0.1%<0.1% | 0.00 |
| ISRGIntuitive Surgical Inc | 減碼歷史 | 5,0835,133 | −50−1.0% | $276.2 萬$254.2 萬 | −$2.72 萬 | <0.1%<0.1% | 0.00 |
| PMPhilip Morris International Inc. | 加碼歷史 | 14,94412,691 | +2,253+17.8% | $272.2 萬$201.4 萬 | +$41.0 萬 | <0.1%<0.1% | +0.01 |
| EPDEnterprise Products Partners L.P. | 減碼歷史 | 83,15584,765 | −1,610−1.9% | $257.9 萬$289.4 萬 | −$4.99 萬 | <0.1%<0.1% | 0.00 |
| iShares Inc46434G780 | 減碼– | 97,71699,036 | −1,320−1.3% | $253.9 萬$235.3 萬 | −$3.43 萬 | <0.1%<0.1% | 0.00 |
| CCitigroup Inc | 加碼歷史 | 29,18428,899 | +285+1.0% | $248.4 萬$205.2 萬 | +$2.43 萬 | <0.1%<0.1% | +0.01 |
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。