Everett Harris & Co
- SEC CIK
- 0001009254
- 最新申報
- 2026/8/3
2025 年第 2 季到 2025 年第 3 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
- 7 檔
- 估計 +$421.1 萬
- 加碼
- 49 檔
- 估計 +$367.7 萬
- 減碼
- 131 檔
- 估計 −$7,259 萬
- 清倉
- 10 檔
- 估計 −$461.8 萬
總值從 $77.9 億變成 $81.1 億（+$3.17 億 (+4.1%)），持股從 332 檔變成 329 檔（−3）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 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 | 4,194,3634,220,075 | −25,712−0.6% | $10.7 億$8.66 億 | −$654.7 萬 | 13.2%11.1% | +2.06 |
| BRK.ABerkshire Hathaway Inc | 減碼歷史 | 1,4161,417 | −1−0.1% | $10.7 億$10.3 億 | −$75.4 萬 | 13.2%13.3% | −0.08 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,482,2641,495,198 | −12,934−0.9% | $7.68 億$7.44 億 | −$669.9 萬 | 9.5%9.5% | −0.08 |
| COSTCostco Wholesale Corp | 減碼歷史 | 787,470791,162 | −3,692−0.5% | $7.29 億$7.83 億 | −$341.7 萬 | 9.0%10.0% | −1.06 |
| GOOGAlphabet Inc. | 減碼歷史 | 2,013,2222,033,942 | −20,720−1.0% | $4.90 億$3.61 億 | −$504.6 萬 | 6.0%4.6% | +1.42 |
| NVONovo Nordisk A S | 減碼歷史 | 6,393,7806,394,182 | −4020.0% | $3.55 億$4.41 億 | −$2.23 萬 | 4.4%5.7% | −1.29 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 669,366677,886 | −8,520−1.3% | $3.37 億$3.29 億 | −$428.3 萬 | 4.1%4.2% | −0.08 |
| AMZNAmazon Com Inc | 減碼歷史 | 1,023,7421,035,619 | −11,877−1.1% | $2.25 億$2.27 億 | −$260.8 萬 | 2.8%2.9% | −0.14 |
| ABTAbbott Laboratories | 減碼歷史 | 1,467,1471,491,339 | −24,192−1.6% | $1.97 億$2.03 億 | −$324.0 萬 | 2.4%2.6% | −0.18 |
| Vanguard Health Care ETF92204A504 | 減碼– | 730,873738,001 | −7,128−1.0% | $1.90 億$1.83 億 | −$185.0 萬 | 2.3%2.4% | −0.01 |
| TJXTJX Companies Inc | 減碼歷史 | 1,139,8651,141,638 | −1,773−0.2% | $1.65 億$1.41 億 | −$25.6 萬 | 2.0%1.8% | +0.22 |
| BACBank of America Corp | 減碼歷史 | 2,819,8942,861,632 | −41,738−1.5% | $1.45 億$1.35 億 | −$215.3 萬 | 1.8%1.7% | +0.06 |
| GOOGLAlphabet Inc. | 減碼歷史 | 568,380574,488 | −6,108−1.1% | $1.38 億$1.01 億 | −$148.5 萬 | 1.7%1.3% | +0.40 |
| DISWalt Disney Co | 減碼歷史 | 1,168,8041,191,557 | −22,753−1.9% | $1.34 億$1.48 億 | −$260.5 萬 | 1.7%1.9% | −0.25 |
| MCDMcDonalds Corp | 減碼歷史 | 397,832401,392 | −3,560−0.9% | $1.21 億$1.17 億 | −$108.2 萬 | 1.5%1.5% | −0.01 |
| ABBVAbbVie Inc. | 減碼歷史 | 517,834521,259 | −3,425−0.7% | $1.20 億$9,676 萬 | −$79.3 萬 | 1.5%1.2% | +0.24 |
| BDXBecton Dickinson & Co | 減碼歷史 | 549,492556,836 | −7,344−1.3% | $1.03 億$9,591 萬 | −$137.5 萬 | 1.3%1.2% | +0.04 |
| ULUnilever PLC | 減碼歷史 | 1,596,4721,619,800 | −23,328−1.4% | $9,464 萬$9,908 萬 | −$138.3 萬 | 1.2%1.3% | −0.10 |
| ACNAccenture plc | 減碼歷史 | 362,463367,058 | −4,595−1.3% | $8,938 萬$1.10 億 | −$113.3 萬 | 1.1%1.4% | −0.31 |
| JNJJohnson & Johnson | 減碼歷史 | 479,456484,511 | −5,055−1.0% | $8,890 萬$7,401 萬 | −$93.7 萬 | 1.1%0.9% | +0.15 |
| CVXChevron Corp | 減碼歷史 | 556,668563,019 | −6,351−1.1% | $8,644 萬$8,062 萬 | −$98.6 萬 | 1.1%1.0% | +0.03 |
| SBUXStarbucks Corp | 減碼歷史 | 989,3731,024,179 | −34,806−3.4% | $8,370 萬$9,385 萬 | −$294.5 萬 | 1.0%1.2% | −0.17 |
| WMTWalmart Inc. | 減碼歷史 | 795,927810,982 | −15,055−1.9% | $8,203 萬$7,930 萬 | −$155.2 萬 | 1.0%1.0% | −0.01 |
| NKENIKE, Inc. | 減碼歷史 | 1,045,3571,059,522 | −14,165−1.3% | $7,289 萬$7,527 萬 | −$98.8 萬 | 0.9%1.0% | −0.07 |
| CLColgate Palmolive Co | 減碼歷史 | 779,077781,997 | −2,920−0.4% | $6,228 萬$7,108 萬 | −$23.3 萬 | 0.8%0.9% | −0.14 |
| PEPPepsiCo Inc | 減碼歷史 | 402,706405,015 | −2,309−0.6% | $5,656 萬$5,348 萬 | −$32.4 萬 | 0.7%0.7% | +0.01 |
| CMCSAComcast Corp | 減碼歷史 | 1,493,7471,535,416 | −41,669−2.7% | $4,693 萬$5,480 萬 | −$130.9 萬 | 0.6%0.7% | −0.12 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 307,761307,961 | −200−0.1% | $4,284 萬$4,284 萬 | −$2.78 萬 | 0.5%0.5% | −0.02 |
| HDHome Depot, Inc. | 減碼歷史 | 104,833105,098 | −265−0.3% | $4,248 萬$3,853 萬 | −$10.7 萬 | 0.5%0.5% | +0.03 |
| FDSFactset Research Systems Inc | 減碼歷史 | 144,229145,982 | −1,753−1.2% | $4,132 萬$6,529 萬 | −$50.2 萬 | 0.5%0.8% | −0.33 |
| PGRProgressive Corp | 減碼歷史 | 133,873136,026 | −2,153−1.6% | $3,306 萬$3,630 萬 | −$53.2 萬 | 0.4%0.5% | −0.06 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 67,02366,217 | +806+1.2% | $3,214 萬$2,903 萬 | +$38.7 萬 | 0.4%0.4% | +0.02 |
| SHELShell plc | 加碼歷史 | 362,319355,707 | +6,612+1.9% | $2,592 萬$2,505 萬 | +$47.3 萬 | 0.3%0.3% | 0.00 |
| LMTLockheed Martin Corp | 減碼歷史 | 51,67152,199 | −528−1.0% | $2,579 萬$2,418 萬 | −$26.4 萬 | 0.3%0.3% | +0.01 |
| EXPDExpeditors International of Washington Inc | 減碼歷史 | 207,747213,153 | −5,406−2.5% | $2,547 萬$2,435 萬 | −$66.3 萬 | 0.3%0.3% | 0.00 |
| MAMastercard Inc | 減碼歷史 | 43,72544,033 | −308−0.7% | $2,487 萬$2,474 萬 | −$17.5 萬 | 0.3%0.3% | −0.01 |
| VZVerizon Communications Inc | 減碼歷史 | 552,288574,581 | −22,293−3.9% | $2,427 萬$2,486 萬 | −$98.0 萬 | 0.3%0.3% | −0.02 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 86,87287,980 | −1,108−1.3% | $2,426 萬$1,993 萬 | −$30.9 萬 | 0.3%0.3% | +0.04 |
| JJacobs Solutions Inc. | 減碼歷史 | 139,159143,464 | −4,305−3.0% | $2,085 萬$1,886 萬 | −$64.5 萬 | 0.3%0.2% | +0.02 |
| ECLEcolab Inc. | 減碼歷史 | 74,38074,706 | −326−0.4% | $2,037 萬$2,013 萬 | −$8.93 萬 | 0.3%0.3% | −0.01 |
| SCHWSchwab Charles Corp | 加碼歷史 | 212,302210,831 | +1,471+0.7% | $2,027 萬$1,924 萬 | +$14.0 萬 | 0.2%0.2% | 0.00 |
| RTXRTX Corp | 減碼歷史 | 115,553119,181 | −3,628−3.0% | $1,934 萬$1,740 萬 | −$60.7 萬 | 0.2%0.2% | +0.02 |
| Bank of Amer Corp060505682 | 減碼– | 15,08215,115 | −33−0.2% | $1,930 萬$1,833 萬 | −$4.22 萬 | 0.2%0.2% | 0.00 |
| MRKMerck & Co., Inc. | 加碼歷史 | 221,074219,487 | +1,587+0.7% | $1,855 萬$1,737 萬 | +$13.3 萬 | 0.2%0.2% | +0.01 |
| UNPUnion Pacific Corp | 減碼歷史 | 71,11671,601 | −485−0.7% | $1,681 萬$1,647 萬 | −$11.5 萬 | 0.2%0.2% | 0.00 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 140,778141,180 | −402−0.3% | $1,587 萬$1,522 萬 | −$4.53 萬 | 0.2%0.2% | 0.00 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 25,42525,029 | +396+1.6% | $1,557 萬$1,422 萬 | +$24.3 萬 | 0.2%0.2% | +0.01 |
| BUDAnheuser-Busch InBev SA/NV | 減碼歷史 | 236,898244,128 | −7,230−3.0% | $1,412 萬$1,678 萬 | −$43.1 萬 | 0.2%0.2% | −0.04 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 21,49121,437 | +54+0.3% | $1,290 萬$1,183 萬 | +$3.24 萬 | 0.2%0.2% | +0.01 |
| BAXBaxter International Inc | 減碼歷史 | 499,533510,519 | −10,986−2.2% | $1,137 萬$1,546 萬 | −$25.0 萬 | 0.1%0.2% | −0.06 |
| HSICHenry Schein Inc | 加碼歷史 | 160,653157,787 | +2,866+1.8% | $1,066 萬$1,153 萬 | +$19.0 萬 | 0.1%0.1% | −0.02 |
| METAMeta Platforms, Inc. | 減碼歷史 | 13,92113,942 | −21−0.2% | $1,022 萬$1,029 萬 | −$1.54 萬 | 0.1%0.1% | −0.01 |
| NEENextera Energy Inc | 不變歷史 | 131,333131,333 | 00.0% | $991.4 萬$911.7 萬 | $0 | 0.1%0.1% | +0.01 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 34,28134,786 | −505−1.5% | $984.1 萬$913.2 萬 | −$14.5 萬 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 55,76255,812 | −50−0.1% | $856.8 萬$889.2 萬 | −$7,682.51 | 0.1%0.1% | −0.01 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 26,17427,828 | −1,654−5.9% | $825.6 萬$806.8 萬 | −$52.2 萬 | 0.1%0.1% | 0.00 |
| DDominion Energy, Inc | 減碼歷史 | 128,253130,643 | −2,390−1.8% | $784.5 萬$738.4 萬 | −$14.6 萬 | 0.1%0.1% | 0.00 |
| SPGSimon Property Group Inc. | 減碼歷史 | 41,76844,247 | −2,479−5.6% | $783.9 萬$711.3 萬 | −$46.5 萬 | 0.1%0.1% | +0.01 |
| OKEONEOK Inc | 減碼歷史 | 105,375107,891 | −2,516−2.3% | $768.9 萬$880.7 萬 | −$18.4 萬 | 0.1%0.1% | −0.02 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 15,53115,455 | +76+0.5% | $753.3 萬$626.6 萬 | +$3.69 萬 | 0.1%0.1% | +0.01 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 92,88093,080 | −200−0.2% | $742.4 萬$740.0 萬 | −$1.60 萬 | 0.1%0.1% | 0.00 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 111,162114,637 | −3,475−3.0% | $732.8 萬$688.2 萬 | −$22.9 萬 | 0.1%0.1% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 38,57537,641 | +934+2.5% | $719.7 萬$594.7 萬 | +$17.4 萬 | 0.1%0.1% | +0.01 |
| KOCoca Cola Co | 減碼歷史 | 106,428110,208 | −3,780−3.4% | $705.8 萬$779.7 萬 | −$25.1 萬 | 0.1%0.1% | −0.01 |
| PFEPfizer Inc | 加碼歷史 | 268,380267,232 | +1,148+0.4% | $683.8 萬$647.8 萬 | +$2.93 萬 | 0.1%0.1% | 0.00 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 87,62587,705 | −80−0.1% | $681.5 萬$685.9 萬 | −$6,221.6 | 0.1%0.1% | 0.00 |
| LLYEli Lilly & Co | 減碼歷史 | 8,8898,916 | −27−0.3% | $678.2 萬$695.0 萬 | −$2.06 萬 | 0.1%0.1% | −0.01 |
| AMGNAmgen Inc | 減碼歷史 | 23,60423,633 | −29−0.1% | $666.1 萬$659.9 萬 | −$8,183.8 | 0.1%0.1% | 0.00 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 70,85474,865 | −4,011−5.4% | $591.8 萬$755.7 萬 | −$33.5 萬 | 0.1%0.1% | −0.02 |
| CPCanadian Pacific Kansas City Ltd | 減碼歷史 | 78,18081,485 | −3,305−4.1% | $582.4 萬$645.9 萬 | −$24.6 萬 | 0.1%0.1% | −0.01 |
| ALSNAllison Transmission Holdings Inc | 減碼歷史 | 63,91964,174 | −255−0.4% | $542.5 萬$609.6 萬 | −$2.16 萬 | 0.1%0.1% | −0.01 |
| TTITetra Technologies Inc | 不變歷史 | 921,265921,265 | 00.0% | $529.7 萬$309.5 萬 | $0 | 0.1%<0.1% | +0.03 |
| MDTMedtronic plc | 加碼歷史 | 54,20352,968 | +1,235+2.3% | $516.2 萬$461.7 萬 | +$11.8 萬 | 0.1%0.1% | 0.00 |
| BLKBlackRock, Inc. | 減碼歷史 | 4,3654,388 | −23−0.5% | $508.9 萬$460.4 萬 | −$2.68 萬 | 0.1%0.1% | 0.00 |
| Cogeco Inc19238T100 | 加碼– | 114,047113,127 | +920+0.8% | $492.9 萬$554.1 萬 | +$3.98 萬 | 0.1%0.1% | −0.01 |
| EMREmerson Electric Co | 減碼歷史 | 37,32238,422 | −1,100−2.9% | $489.6 萬$512.3 萬 | −$14.4 萬 | 0.1%0.1% | −0.01 |
| Pason Systems Inc702925108 | 加碼– | 556,107538,868 | +17,239+3.2% | $482.6 萬$486.4 萬 | +$15.0 萬 | 0.1%0.1% | 0.00 |
| VVisa Inc. | 減碼歷史 | 14,01114,268 | −257−1.8% | $478.3 萬$506.6 萬 | −$8.77 萬 | 0.1%0.1% | −0.01 |
| QCOMQualcomm Inc | 減碼歷史 | 28,54631,766 | −3,220−10.1% | $474.9 萬$505.9 萬 | −$53.6 萬 | 0.1%0.1% | −0.01 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 30,88331,351 | −468−1.5% | $435.3 萬$417.9 萬 | −$6.60 萬 | 0.1%0.1% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 6,4366,399 | +37+0.6% | $428.8 萬$395.4 萬 | +$2.46 萬 | 0.1%0.1% | 0.00 |
| VVVValvoline Inc | 加碼歷史 | 119,355116,930 | +2,425+2.1% | $428.6 萬$442.8 萬 | +$8.71 萬 | 0.1%0.1% | 0.00 |
| CSWCSW Industrials, Inc. | 減碼歷史 | 17,17417,390 | −216−1.2% | $416.9 萬$498.8 萬 | −$5.24 萬 | 0.1%0.1% | −0.01 |
| KMIKinder Morgan, Inc. | 減碼歷史 | 147,040153,345 | −6,305−4.1% | $416.3 萬$450.8 萬 | −$17.8 萬 | 0.1%0.1% | −0.01 |
| ALEXAlexander & Baldwin, Inc. | 加碼歷史 | 228,645220,750 | +7,895+3.6% | $415.9 萬$393.6 萬 | +$14.4 萬 | 0.1%0.1% | 0.00 |
| Baird Ultra Short Bond Inst057071722 | 不變– | 396,528396,528 | 00.0% | $402.1 萬$401.3 萬 | $0 | <0.1%0.1% | 0.00 |
| SYYSysco Corp | 減碼歷史 | 48,81751,305 | −2,488−4.8% | $402.0 萬$388.6 萬 | −$20.5 萬 | <0.1%<0.1% | 0.00 |
| YUMYum Brands Inc | 減碼歷史 | 23,87424,344 | −470−1.9% | $362.9 萬$360.7 萬 | −$7.14 萬 | <0.1%<0.1% | 0.00 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 32,50033,675 | −1,175−3.5% | $320.1 萬$307.1 萬 | −$11.6 萬 | <0.1%<0.1% | 0.00 |
| Citigroup Inc Var (Call 08/15172967KM2 | –– | –– | – | $312.0 萬$313.0 萬 | – | <0.1%<0.1% | 0.00 |
| Baird FDS Inc SHRT Tr057071409 | 不變– | 319,844319,844 | 00.0% | $306.1 萬$305.1 萬 | $0 | <0.1%<0.1% | 0.00 |
| AMJBJPMorgan Chase & Co | 減碼歷史 | 103,120107,910 | −4,790−4.4% | $304.4 萬$326.5 萬 | −$14.1 萬 | <0.1%<0.1% | 0.00 |
| Vanguard Scottsdale FDS92206C102 | 新進– | 50,8000 | +50,800 | $299.0 萬$0 | +$299.0 萬 | <0.1%0.0% | +0.04 |
| CCitigroup Inc | 減碼歷史 | 28,30929,184 | −875−3.0% | $287.3 萬$248.4 萬 | −$8.88 萬 | <0.1%<0.1% | 0.00 |
| Arrowhead Pharmacuticals042797209 | 減碼– | 81,98894,112 | −12,124−12.9% | $282.8 萬$148.7 萬 | −$41.8 萬 | <0.1%<0.1% | +0.02 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 35,64536,445 | −800−2.2% | $281.3 萬$286.8 萬 | −$6.31 萬 | <0.1%<0.1% | 0.00 |
| iShares Inc46434G780 | 減碼– | 95,33197,716 | −2,385−2.4% | $270.2 萬$253.9 萬 | −$6.76 萬 | <0.1%<0.1% | 0.00 |
| VSXYVictoria's Secret & Co. | 加碼歷史 | 98,12197,556 | +565+0.6% | $266.3 萬$180.7 萬 | +$1.53 萬 | <0.1%<0.1% | +0.01 |
| BBWIBath & Body Works, Inc. | 加碼歷史 | 101,96598,112 | +3,853+3.9% | $262.7 萬$293.9 萬 | +$9.93 萬 | <0.1%<0.1% | −0.01 |
| EPDEnterprise Products Partners L.P. | 加碼歷史 | 83,90583,155 | +750+0.9% | $262.4 萬$257.9 萬 | +$2.35 萬 | <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。