Everett Harris & Co
- SEC CIK
- 0001009254
- 最新申報
- 2026/8/3
2025 年第 3 季到 2025 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
- 22 檔
- 估計 +$1.12 億
- 加碼
- 78 檔
- 估計 +$2,444 萬
- 減碼
- 117 檔
- 估計 −$7,332 萬
- 清倉
- 17 檔
- 估計 −$1.05 億
總值從 $81.1 億變成 $82.7 億（+$1.56 億 (+1.9%)），持股從 329 檔變成 334 檔（+5）。
2025 年第 4 季全部持倉2025 年第 3 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 4 季，下面灰字是 2025 年第 3 季。兩季之間拆股的股票，2025 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 4,140,0024,194,363 | −54,361−1.3% | $11.3 億$10.7 億 | −$1,478 萬 | 13.6%13.2% | +0.45 |
| BRK.ABerkshire Hathaway Inc | 不變歷史 | 1,4161,416 | 00.0% | $10.7 億$10.7 億 | $0 | 12.9%13.2% | −0.24 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,465,1841,482,264 | −17,080−1.2% | $7.09 億$7.68 億 | −$826.0 萬 | 8.6%9.5% | −0.89 |
| COSTCostco Wholesale Corp | 減碼歷史 | 784,138787,470 | −3,332−0.4% | $6.76 億$7.29 億 | −$287.3 萬 | 8.2%9.0% | −0.81 |
| GOOGAlphabet Inc. | 減碼歷史 | 1,980,9582,013,222 | −32,264−1.6% | $6.22 億$4.90 億 | −$1,012 萬 | 7.5%6.0% | +1.47 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 657,811669,366 | −11,555−1.7% | $3.31 億$3.37 億 | −$580.8 萬 | 4.0%4.1% | −0.15 |
| NVONovo Nordisk A S | 加碼歷史 | 6,407,3666,393,780 | +13,586+0.2% | $3.26 億$3.55 億 | +$69.1 萬 | 3.9%4.4% | −0.43 |
| AMZNAmazon Com Inc | 加碼歷史 | 1,026,8621,023,742 | +3,120+0.3% | $2.37 億$2.25 億 | +$72.0 萬 | 2.9%2.8% | +0.10 |
| Vanguard Health Care ETF92204A504 | 加碼– | 732,278730,873 | +1,405+0.2% | $2.11 億$1.90 億 | +$40.4 萬 | 2.6%2.3% | +0.21 |
| ABTAbbott Laboratories | 減碼歷史 | 1,458,3811,467,147 | −8,766−0.6% | $1.83 億$1.97 億 | −$109.8 萬 | 2.2%2.4% | −0.21 |
| GOOGLAlphabet Inc. | 減碼歷史 | 563,513568,380 | −4,867−0.9% | $1.76 億$1.38 億 | −$152.3 萬 | 2.1%1.7% | +0.43 |
| TJXTJX Companies Inc | 減碼歷史 | 1,139,5611,139,865 | −3040.0% | $1.75 億$1.65 億 | −$4.67 萬 | 2.1%2.0% | +0.09 |
| BACBank of America Corp | 減碼歷史 | 2,800,1782,819,894 | −19,716−0.7% | $1.54 億$1.45 億 | −$108.4 萬 | 1.9%1.8% | +0.07 |
| DISWalt Disney Co | 減碼歷史 | 1,162,4971,168,804 | −6,307−0.5% | $1.32 億$1.34 億 | −$71.8 萬 | 1.6%1.7% | −0.05 |
| MCDMcDonalds Corp | 減碼歷史 | 395,961397,832 | −1,871−0.5% | $1.21 億$1.21 億 | −$57.2 萬 | 1.5%1.5% | −0.03 |
| ABBVAbbVie Inc. | 減碼歷史 | 516,966517,834 | −868−0.2% | $1.18 億$1.20 億 | −$19.8 萬 | 1.4%1.5% | −0.05 |
| BDXBecton Dickinson & Co | 加碼歷史 | 550,894549,492 | +1,402+0.3% | $1.07 億$1.03 億 | +$27.2 萬 | 1.3%1.3% | +0.03 |
| JNJJohnson & Johnson | 減碼歷史 | 477,221479,456 | −2,235−0.5% | $9,876 萬$8,890 萬 | −$46.3 萬 | 1.2%1.1% | +0.10 |
| ACNAccenture plc | 加碼歷史 | 366,321362,463 | +3,858+1.1% | $9,828 萬$8,938 萬 | +$103.5 萬 | 1.2%1.1% | +0.09 |
| ULUnilever PLC | 新進歷史 | 1,419,8870 | +1,419,887 | $9,286 萬$0 | +$9,286 萬 | 1.1%0.0% | +1.12 |
| WMTWalmart Inc. | 減碼歷史 | 783,511795,927 | −12,416−1.6% | $8,729 萬$8,203 萬 | −$138.3 萬 | 1.1%1.0% | +0.04 |
| CVXChevron Corp | 減碼歷史 | 548,522556,668 | −8,146−1.5% | $8,360 萬$8,644 萬 | −$124.2 萬 | 1.0%1.1% | −0.05 |
| SBUXStarbucks Corp | 減碼歷史 | 971,577989,373 | −17,796−1.8% | $8,182 萬$8,370 萬 | −$149.9 萬 | 1.0%1.0% | −0.04 |
| NKENIKE, Inc. | 減碼歷史 | 1,036,0871,045,357 | −9,270−0.9% | $6,601 萬$7,289 萬 | −$59.1 萬 | 0.8%0.9% | −0.10 |
| CLColgate Palmolive Co | 加碼歷史 | 781,141779,077 | +2,064+0.3% | $6,173 萬$6,228 萬 | +$16.3 萬 | 0.7%0.8% | −0.02 |
| PEPPepsiCo Inc | 減碼歷史 | 384,714402,706 | −17,992−4.5% | $5,521 萬$5,656 萬 | −$258.2 萬 | 0.7%0.7% | −0.03 |
| CMCSAComcast Corp | 減碼歷史 | 1,475,9181,493,747 | −17,829−1.2% | $4,412 萬$4,693 萬 | −$53.3 萬 | 0.5%0.6% | −0.04 |
| FDSFactset Research Systems Inc | 加碼歷史 | 145,384144,229 | +1,155+0.8% | $4,219 萬$4,132 萬 | +$33.5 萬 | 0.5%0.5% | 0.00 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 306,961307,761 | −800−0.3% | $4,006 萬$4,284 萬 | −$10.4 萬 | 0.5%0.5% | −0.04 |
| HDHome Depot, Inc. | 減碼歷史 | 104,643104,833 | −190−0.2% | $3,601 萬$4,248 萬 | −$6.54 萬 | 0.4%0.5% | −0.09 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 67,83967,023 | +816+1.2% | $3,310 萬$3,214 萬 | +$39.8 萬 | 0.4%0.4% | 0.00 |
| SHELShell plc | 加碼歷史 | 419,347362,319 | +57,028+15.7% | $3,081 萬$2,592 萬 | +$419.0 萬 | 0.4%0.3% | +0.05 |
| EXPDExpeditors International of Washington Inc | 減碼歷史 | 203,528207,747 | −4,219−2.0% | $3,033 萬$2,547 萬 | −$62.9 萬 | 0.4%0.3% | +0.05 |
| PGRProgressive Corp | 減碼歷史 | 132,655133,873 | −1,218−0.9% | $3,021 萬$3,306 萬 | −$27.7 萬 | 0.4%0.4% | −0.04 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 85,87386,872 | −999−1.1% | $2,610 萬$2,426 萬 | −$30.4 萬 | 0.3%0.3% | +0.02 |
| LMTLockheed Martin Corp | 減碼歷史 | 51,45151,671 | −220−0.4% | $2,489 萬$2,579 萬 | −$10.6 萬 | 0.3%0.3% | −0.02 |
| MAMastercard Inc | 減碼歷史 | 43,26543,725 | −460−1.1% | $2,470 萬$2,487 萬 | −$26.3 萬 | 0.3%0.3% | −0.01 |
| MRKMerck & Co., Inc. | 加碼歷史 | 225,183221,074 | +4,109+1.9% | $2,370 萬$1,855 萬 | +$43.3 萬 | 0.3%0.2% | +0.06 |
| VZVerizon Communications Inc | 加碼歷史 | 559,829552,288 | +7,541+1.4% | $2,280 萬$2,427 萬 | +$30.7 萬 | 0.3%0.3% | −0.02 |
| SCHWSchwab Charles Corp | 減碼歷史 | 211,780212,302 | −522−0.2% | $2,116 萬$2,027 萬 | −$5.22 萬 | 0.3%0.2% | +0.01 |
| RTXRTX Corp | 減碼歷史 | 115,101115,553 | −452−0.4% | $2,111 萬$1,934 萬 | −$8.29 萬 | 0.3%0.2% | +0.02 |
| ECLEcolab Inc. | 減碼歷史 | 73,95774,380 | −423−0.6% | $1,942 萬$2,037 萬 | −$11.1 萬 | 0.2%0.3% | −0.02 |
| JJacobs Solutions Inc. | 加碼歷史 | 143,059139,159 | +3,900+2.8% | $1,895 萬$2,085 萬 | +$51.7 萬 | 0.2%0.3% | −0.03 |
| Bank of Amer Corp060505682 | 減碼– | 14,89015,082 | −192−1.3% | $1,864 萬$1,930 萬 | −$24.0 萬 | 0.2%0.2% | −0.01 |
| UNPUnion Pacific Corp | 加碼歷史 | 74,14871,116 | +3,032+4.3% | $1,715 萬$1,681 萬 | +$70.1 萬 | 0.2%0.2% | 0.00 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 139,688140,778 | −1,090−0.8% | $1,681 萬$1,587 萬 | −$13.1 萬 | 0.2%0.2% | +0.01 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 26,03025,425 | +605+2.4% | $1,632 萬$1,557 萬 | +$37.9 萬 | 0.2%0.2% | +0.01 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 245,815236,898 | +8,917+3.8% | $1,574 萬$1,412 萬 | +$57.1 萬 | 0.2%0.2% | +0.02 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 21,55021,491 | +59+0.3% | $1,324 萬$1,290 萬 | +$3.62 萬 | 0.2%0.2% | 0.00 |
| HSICHenry Schein Inc | 加碼歷史 | 168,218160,653 | +7,565+4.7% | $1,271 萬$1,066 萬 | +$57.2 萬 | 0.2%0.1% | +0.02 |
| NEENextera Energy Inc | 減碼歷史 | 130,783131,333 | −550−0.4% | $1,050 萬$991.4 萬 | −$4.42 萬 | 0.1%0.1% | 0.00 |
| LLYEli Lilly & Co | 加碼歷史 | 8,9398,889 | +50+0.6% | $960.7 萬$678.2 萬 | +$5.37 萬 | 0.1%0.1% | +0.03 |
| LHLabcorp Holdings Inc. | 加碼歷史 | 38,00334,281 | +3,722+10.9% | $953.4 萬$984.1 萬 | +$93.4 萬 | 0.1%0.1% | −0.01 |
| METAMeta Platforms, Inc. | 加碼歷史 | 14,10513,921 | +184+1.3% | $931.1 萬$1,022 萬 | +$12.1 萬 | 0.1%0.1% | −0.01 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 15,49815,531 | −33−0.2% | $898.0 萬$753.3 萬 | −$1.91 萬 | 0.1%0.1% | +0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 26,81526,174 | +641+2.4% | $864.0 萬$825.6 萬 | +$20.7 萬 | 0.1%0.1% | 0.00 |
| DDominion Energy, Inc | 加碼歷史 | 137,934128,253 | +9,681+7.5% | $808.2 萬$784.5 萬 | +$56.7 萬 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 加碼歷史 | 56,00955,762 | +247+0.4% | $802.7 萬$856.8 萬 | +$3.54 萬 | 0.1%0.1% | −0.01 |
| OKEONEOK Inc | 減碼歷史 | 105,230105,375 | −145−0.1% | $773.4 萬$768.9 萬 | −$1.07 萬 | 0.1%0.1% | 0.00 |
| AMGNAmgen Inc | 減碼歷史 | 23,53923,604 | −65−0.3% | $770.5 萬$666.1 萬 | −$2.13 萬 | 0.1%0.1% | +0.01 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 109,808111,162 | −1,354−1.2% | $738.1 萬$732.8 萬 | −$9.10 萬 | 0.1%0.1% | 0.00 |
| SPGSimon Property Group Inc. | 減碼歷史 | 39,37441,768 | −2,394−5.7% | $728.8 萬$783.9 萬 | −$44.3 萬 | 0.1%0.1% | −0.01 |
| KOCoca Cola Co | 減碼歷史 | 103,862106,428 | −2,566−2.4% | $726.1 萬$705.8 萬 | −$17.9 萬 | 0.1%0.1% | 0.00 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 84,65887,625 | −2,967−3.4% | $721.7 萬$681.5 萬 | −$25.3 萬 | 0.1%0.1% | 0.00 |
| TTITetra Technologies Inc | 減碼歷史 | 765,042921,265 | −156,223−17.0% | $716.8 萬$529.7 萬 | −$146.4 萬 | 0.1%0.1% | +0.02 |
| NVDANVIDIA Corp | 減碼歷史 | 38,34438,575 | −231−0.6% | $715.1 萬$719.7 萬 | −$4.31 萬 | 0.1%0.1% | 0.00 |
| Arrowhead Pharmacuticals042797209 | 加碼– | 104,99381,988 | +23,005+28.1% | $697.0 萬$282.8 萬 | +$152.7 萬 | 0.1%<0.1% | +0.05 |
| Vanguard BD Index FDS92203C303 | 新進– | 139,4000 | +139,400 | $694.8 萬$0 | +$694.8 萬 | 0.1%0.0% | +0.08 |
| PFEPfizer Inc | 加碼歷史 | 269,665268,380 | +1,285+0.5% | $671.5 萬$683.8 萬 | +$3.20 萬 | 0.1%0.1% | 0.00 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 66,23670,854 | −4,618−6.5% | $657.0 萬$591.8 萬 | −$45.8 萬 | 0.1%0.1% | +0.01 |
| ALSNAllison Transmission Holdings Inc | 加碼歷史 | 64,53263,919 | +613+1.0% | $631.8 萬$542.5 萬 | +$6.00 萬 | 0.1%0.1% | +0.01 |
| CPCanadian Pacific Kansas City Ltd | 減碼歷史 | 77,42378,180 | −757−1.0% | $570.1 萬$582.4 萬 | −$5.57 萬 | 0.1%0.1% | 0.00 |
| Vanguard Scottsdale FDS92206C409 | 減碼– | 69,93092,880 | −22,950−24.7% | $557.6 萬$742.4 萬 | −$183.0 萬 | 0.1%0.1% | −0.02 |
| Cogeco Inc19238T100 | 加碼– | 118,507114,047 | +4,460+3.9% | $549.8 萬$492.9 萬 | +$20.7 萬 | 0.1%0.1% | +0.01 |
| Pason Systems Inc702925108 | 加碼– | 617,463556,107 | +61,356+11.0% | $539.4 萬$482.6 萬 | +$53.6 萬 | 0.1%0.1% | +0.01 |
| VSXYVictoria's Secret & Co. | 加碼歷史 | 99,03798,121 | +916+0.9% | $536.5 萬$266.3 萬 | +$4.96 萬 | 0.1%<0.1% | +0.03 |
| MDTMedtronic plc | 加碼歷史 | 54,27554,203 | +72+0.1% | $521.4 萬$516.2 萬 | +$6,916.27 | 0.1%0.1% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 7,3876,436 | +951+14.8% | $503.7 萬$428.8 萬 | +$64.9 萬 | 0.1%0.1% | +0.01 |
| CSWCSW Industrials, Inc. | 減碼歷史 | 17,12017,174 | −54−0.3% | $502.5 萬$416.9 萬 | −$1.59 萬 | 0.1%0.1% | +0.01 |
| MICCMagnum Ice Cream Co N.V. | 新進歷史 | 313,7860 | +313,786 | $497.4 萬$0 | +$497.4 萬 | 0.1%0.0% | +0.06 |
| VVisa Inc. | 加碼歷史 | 14,05814,011 | +47+0.3% | $493.0 萬$478.3 萬 | +$1.65 萬 | 0.1%0.1% | 0.00 |
| ALEXAlexander & Baldwin, Inc. | 加碼歷史 | 238,535228,645 | +9,890+4.3% | $492.3 萬$415.9 萬 | +$20.4 萬 | 0.1%0.1% | +0.01 |
| EMREmerson Electric Co | 減碼歷史 | 36,24237,322 | −1,080−2.9% | $481.0 萬$489.6 萬 | −$14.3 萬 | 0.1%0.1% | 0.00 |
| QCOMQualcomm Inc | 減碼歷史 | 28,01528,546 | −531−1.9% | $479.2 萬$474.9 萬 | −$9.08 萬 | 0.1%0.1% | 0.00 |
| Vanguard High Dividend Yield Index ETF921946406 | 加碼– | 32,68230,883 | +1,799+5.8% | $469.1 萬$435.3 萬 | +$25.8 萬 | 0.1%0.1% | 0.00 |
| BLKBlackRock, Inc. | 減碼歷史 | 4,3494,365 | −16−0.4% | $465.5 萬$508.9 萬 | −$1.71 萬 | 0.1%0.1% | −0.01 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 70,88050,800 | +20,080+39.5% | $416.3 萬$299.0 萬 | +$117.9 萬 | 0.1%<0.1% | +0.01 |
| KMIKinder Morgan, Inc. | 減碼歷史 | 145,990147,040 | −1,050−0.7% | $401.3 萬$416.3 萬 | −$2.89 萬 | <0.1%0.1% | 0.00 |
| YUMYum Brands Inc | 減碼歷史 | 23,85423,874 | −20−0.1% | $360.9 萬$362.9 萬 | −$3,025.6 | <0.1%<0.1% | 0.00 |
| SYYSysco Corp | 減碼歷史 | 47,83748,817 | −980−2.0% | $352.5 萬$402.0 萬 | −$7.22 萬 | <0.1%<0.1% | −0.01 |
| CCitigroup Inc | 減碼歷史 | 27,96928,309 | −340−1.2% | $326.4 萬$287.3 萬 | −$3.97 萬 | <0.1%<0.1% | 0.00 |
| BAXBaxter International Inc | 減碼歷史 | 166,896499,533 | −332,637−66.6% | $318.9 萬$1,137 萬 | −$635.7 萬 | <0.1%0.1% | −0.10 |
| Citigroup Inc Var (Call 08/15172967KM2 | –– | –– | – | $311.2 萬$312.0 萬 | – | <0.1%<0.1% | 0.00 |
| AMJBJPMorgan Chase & Co | 減碼歷史 | 100,890103,120 | −2,230−2.2% | $301.8 萬$304.4 萬 | −$6.67 萬 | <0.1%<0.1% | 0.00 |
| LVSLas Vegas Sands Corp | 加碼歷史 | 45,67645,393 | +283+0.6% | $297.3 萬$244.2 萬 | +$1.84 萬 | <0.1%<0.1% | +0.01 |
| VVVValvoline Inc | 減碼歷史 | 101,590119,355 | −17,765−14.9% | $295.2 萬$428.6 萬 | −$51.6 萬 | <0.1%0.1% | −0.02 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 32,05032,500 | −450−1.4% | $288.2 萬$320.1 萬 | −$4.05 萬 | <0.1%<0.1% | 0.00 |
| ISRGIntuitive Surgical Inc | 不變歷史 | 5,0835,083 | 00.0% | $287.9 萬$227.3 萬 | $0 | <0.1%<0.1% | +0.01 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 35,19535,645 | −450−1.3% | $277.4 萬$281.3 萬 | −$3.55 萬 | <0.1%<0.1% | 0.00 |
| NVSNovartis AG | 不變歷史 | 19,36319,363 | 00.0% | $267.0 萬$248.3 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。