Everett Harris & Co
- SEC CIK
- 0001009254
- 最新申報
- 2026/8/3
2026 年第 1 季到 2026 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
- 16 檔
- 估計 +$695.4 萬
- 加碼
- 72 檔
- 估計 +$9,690 萬
- 減碼
- 104 檔
- 估計 −$1.22 億
- 清倉
- 47 檔
- 估計 −$6,853 萬
總值從 $77.7 億變成 $81.4 億（+$3.75 億 (+4.8%)），持股從 323 檔變成 292 檔（−31）。
2026 年第 2 季全部持倉2026 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 2 季，下面灰字是 2026 年第 1 季。兩季之間拆股的股票，2026 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） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 4,086,9924,111,105 | −24,113−0.6% | $11.8 億$10.4 億 | −$697.7 萬 | 14.5%13.4% | +1.09 |
| BRK.ABerkshire Hathaway Inc | 加碼歷史 | 1,4171,415 | +2+0.1% | $10.6 億$10.2 億 | +$149.8 萬 | 13.0%13.1% | −0.05 |
| COSTCostco Wholesale Corp | 減碼歷史 | 734,529777,695 | −43,166−5.6% | $6.87 億$7.75 億 | −$4,038 萬 | 8.4%10.0% | −1.54 |
| GOOGAlphabet Inc. | 減碼歷史 | 1,914,9041,934,952 | −20,048−1.0% | $6.77 億$5.55 億 | −$708.4 萬 | 8.3%7.1% | +1.16 |
| MSFTMicrosoft Corp | 減碼歷史 | 1,455,0691,455,311 | −2420.0% | $5.43 億$5.39 億 | −$9.03 萬 | 6.7%6.9% | −0.27 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 635,745639,033 | −3,288−0.5% | $3.18 億$3.06 億 | −$164.5 萬 | 3.9%3.9% | −0.04 |
| NVONovo Nordisk A S | 加碼歷史 | 6,475,6226,424,661 | +50,961+0.8% | $3.10 億$2.36 億 | +$244.3 萬 | 3.8%3.0% | +0.77 |
| AMZNAmazon Com Inc | 減碼歷史 | 1,021,2001,022,546 | −1,346−0.1% | $2.43 億$2.13 億 | −$32.1 萬 | 3.0%2.7% | +0.25 |
| Vanguard Health Care ETF92204A504 | 加碼– | 733,600726,205 | +7,395+1.0% | $2.19 億$1.98 億 | +$221.1 萬 | 2.7%2.5% | +0.15 |
| GOOGLAlphabet Inc. | 減碼歷史 | 550,319556,124 | −5,805−1.0% | $1.97 億$1.60 億 | −$207.5 萬 | 2.4%2.1% | +0.36 |
| TJXTJX Companies Inc | 減碼歷史 | 1,118,6221,125,807 | −7,185−0.6% | $1.69 億$1.80 億 | −$108.9 萬 | 2.1%2.3% | −0.23 |
| BACBank of America Corp | 減碼歷史 | 2,753,8482,759,483 | −5,635−0.2% | $1.57 億$1.35 億 | −$32.1 萬 | 1.9%1.7% | +0.20 |
| ABTAbbott Laboratories | 減碼歷史 | 1,452,3421,452,736 | −3940.0% | $1.32 億$1.49 億 | −$3.58 萬 | 1.6%1.9% | −0.30 |
| ABBVAbbVie Inc. | 減碼歷史 | 512,541513,391 | −850−0.2% | $1.29 億$1.12 億 | −$21.4 萬 | 1.6%1.4% | +0.15 |
| JNJJohnson & Johnson | 減碼歷史 | 469,392469,924 | −532−0.1% | $1.19 億$1.15 億 | −$13.5 萬 | 1.5%1.5% | −0.01 |
| DISWalt Disney Co | 減碼歷史 | 1,155,1661,155,727 | −5610.0% | $1.11 億$1.11 億 | −$5.40 萬 | 1.4%1.4% | −0.07 |
| MCDMcDonalds Corp | 加碼歷史 | 392,002390,714 | +1,288+0.3% | $1.06 億$1.21 億 | +$34.8 萬 | 1.3%1.6% | −0.26 |
| SBUXStarbucks Corp | 減碼歷史 | 933,923959,017 | −25,094−2.6% | $9,544 萬$8,592 萬 | −$256.4 萬 | 1.2%1.1% | +0.07 |
| CVXChevron Corp | 減碼歷史 | 531,337540,496 | −9,159−1.7% | $8,807 萬$1.12 億 | −$151.8 萬 | 1.1%1.4% | −0.36 |
| ULUnilever PLC | 加碼歷史 | 1,418,7431,407,521 | +11,222+0.8% | $8,529 萬$8,019 萬 | +$67.5 萬 | 1.0%1.0% | +0.02 |
| BDXBecton Dickinson & Co | 加碼歷史 | 555,953553,962 | +1,991+0.4% | $8,413 萬$8,710 萬 | +$30.1 萬 | 1.0%1.1% | −0.09 |
| WMTWalmart Inc. | 減碼歷史 | 717,790741,737 | −23,947−3.2% | $8,130 萬$9,218 萬 | −$271.2 萬 | 1.0%1.2% | −0.19 |
| CLColgate Palmolive Co | 減碼歷史 | 777,970779,877 | −1,907−0.2% | $7,132 萬$6,647 萬 | −$17.5 萬 | 0.9%0.9% | +0.02 |
| CMCSAComcast Corp | 加碼歷史 | 2,359,1921,532,081 | +827,111+54.0% | $5,792 萬$4,399 萬 | +$2,031 萬 | 0.7%0.6% | +0.15 |
| ACNAccenture plc | 加碼歷史 | 445,868368,124 | +77,744+21.1% | $5,548 萬$7,300 萬 | +$967.4 萬 | 0.7%0.9% | −0.26 |
| PEPPepsiCo Inc | 減碼歷史 | 356,791368,214 | −11,423−3.1% | $4,831 萬$5,718 萬 | −$154.7 萬 | 0.6%0.7% | −0.14 |
| PGRProgressive Corp | 加碼歷史 | 202,641131,246 | +71,395+54.4% | $4,427 萬$2,602 萬 | +$1,560 萬 | 0.5%0.3% | +0.21 |
| AWKAmerican Water Works Company, Inc. | 減碼歷史 | 306,640307,236 | −596−0.2% | $4,035 萬$4,181 萬 | −$7.84 萬 | 0.5%0.5% | −0.04 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | 減碼歷史 | 83,73385,342 | −1,609−1.9% | $3,999 萬$2,884 萬 | −$76.8 萬 | 0.5%0.4% | +0.12 |
| FDSFactset Research Systems Inc | 加碼歷史 | 160,592152,737 | +7,855+5.1% | $3,695 萬$3,314 萬 | +$180.7 萬 | 0.5%0.4% | +0.03 |
| HDHome Depot, Inc. | 減碼歷史 | 104,626104,684 | −58−0.1% | $3,690 萬$3,443 萬 | −$2.05 萬 | 0.5%0.4% | +0.01 |
| SHELShell plc | 加碼歷史 | 451,859432,646 | +19,213+4.4% | $3,504 萬$4,024 萬 | +$149.0 萬 | 0.4%0.5% | −0.09 |
| LHLabcorp Holdings Inc. | 加碼歷史 | 124,68955,940 | +68,749+122.9% | $3,491 萬$1,493 萬 | +$1,925 萬 | 0.4%0.2% | +0.24 |
| Vanguard Morningstar Growth ETF922908736 | 減碼依 6 比 1 拆股換算– | 391,833394,860 | −3,027−0.8% | $3,375 萬$2,875 萬 | −$26.1 萬 | 0.4%0.4% | +0.04 |
| EXPDExpeditors International of Washington Inc | 減碼歷史 | 195,113200,645 | −5,532−2.8% | $3,180 萬$2,874 萬 | −$90.2 萬 | 0.4%0.4% | +0.02 |
| MRKMerck & Co., Inc. | 減碼歷史 | 221,036221,455 | −419−0.2% | $2,840 萬$2,664 萬 | −$5.38 萬 | 0.3%0.3% | +0.01 |
| UNPUnion Pacific Corp | 加碼歷史 | 98,30589,880 | +8,425+9.4% | $2,674 萬$2,181 萬 | +$229.2 萬 | 0.3%0.3% | +0.05 |
| LMTLockheed Martin Corp | 減碼歷史 | 49,01849,741 | −723−1.5% | $2,497 萬$3,006 萬 | −$36.8 萬 | 0.3%0.4% | −0.08 |
| NKENIKE, Inc. | 減碼歷史 | 608,0261,035,830 | −427,804−41.3% | $2,496 萬$5,471 萬 | −$1,756 萬 | 0.3%0.7% | −0.40 |
| VZVerizon Communications Inc | 加碼歷史 | 547,161544,196 | +2,965+0.5% | $2,317 萬$2,732 萬 | +$12.6 萬 | 0.3%0.4% | −0.07 |
| SCHWSchwab Charles Corp | 加碼歷史 | 237,657226,355 | +11,302+5.0% | $2,193 萬$2,127 萬 | +$104.3 萬 | 0.3%0.3% | 0.00 |
| MAMastercard Inc | 減碼歷史 | 41,45342,161 | −708−1.7% | $2,129 萬$2,107 萬 | −$36.4 萬 | 0.3%0.3% | −0.01 |
| ECLEcolab Inc. | 加碼歷史 | 73,81573,557 | +258+0.4% | $2,057 萬$1,957 萬 | +$7.19 萬 | 0.3%0.3% | 0.00 |
| RTXRTX Corp | 減碼歷史 | 105,058113,162 | −8,104−7.2% | $1,993 萬$2,183 萬 | −$153.8 萬 | 0.2%0.3% | −0.04 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 240,911238,473 | +2,438+1.0% | $1,985 萬$1,654 萬 | +$20.1 萬 | 0.2%0.2% | +0.03 |
| JJacobs Solutions Inc. | 加碼歷史 | 154,815150,363 | +4,452+3.0% | $1,951 萬$1,914 萬 | +$56.1 萬 | 0.2%0.2% | −0.01 |
| Bank of Amer Corp060505682 | 減碼– | 14,11514,225 | −110−0.8% | $1,771 萬$1,695 萬 | −$13.8 萬 | 0.2%0.2% | 0.00 |
| HSICHenry Schein Inc | 加碼歷史 | 198,177183,262 | +14,915+8.1% | $1,655 萬$1,351 萬 | +$124.6 萬 | 0.2%0.2% | +0.03 |
| Invesco QQQ Trust Series I46090E103 | 不變– | 21,85021,850 | 00.0% | $1,609 萬$1,261 萬 | $0 | 0.2%0.2% | +0.04 |
| NEENextera Energy Inc | 加碼歷史 | 131,593130,693 | +900+0.7% | $1,155 萬$1,214 萬 | +$7.90 萬 | 0.1%0.2% | −0.01 |
| WATWaters Corp | 減碼歷史 | 29,99171,970 | −41,979−58.3% | $1,125 萬$2,143 萬 | −$1,574 萬 | 0.1%0.3% | −0.14 |
| DDominion Energy, Inc | 加碼歷史 | 162,221150,408 | +11,813+7.9% | $1,108 萬$929.8 萬 | +$80.7 萬 | 0.1%0.1% | +0.02 |
| LLYEli Lilly & Co | 減碼歷史 | 8,5578,822 | −265−3.0% | $1,026 萬$811.4 萬 | −$31.8 萬 | 0.1%0.1% | +0.02 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 30,79327,949 | +2,844+10.2% | $1,008 萬$822.1 萬 | +$93.1 萬 | 0.1%0.1% | +0.02 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 13,29713,377 | −80−0.6% | $913.2 萬$799.3 萬 | −$5.49 萬 | 0.1%0.1% | +0.01 |
| TTITetra Technologies Inc | 加碼歷史 | 803,865803,677 | +1880.0% | $910.8 萬$684.7 萬 | +$2,130.04 | 0.1%0.1% | +0.02 |
| OKEONEOK Inc | 加碼歷史 | 103,986103,755 | +231+0.2% | $904.1 萬$937.8 萬 | +$2.01 萬 | 0.1%0.1% | −0.01 |
| VSXYVictoria's Secret & Co. | 加碼歷史 | 106,699105,072 | +1,627+1.5% | $890.7 萬$487.1 萬 | +$13.6 萬 | 0.1%0.1% | +0.05 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 減碼– | 105,784109,429 | −3,645−3.3% | $876.3 萬$763.3 萬 | −$30.2 萬 | 0.1%0.1% | +0.01 |
| SPGSimon Property Group Inc. | 減碼歷史 | 38,54839,303 | −755−1.9% | $862.1 萬$733.1 萬 | −$16.9 萬 | 0.1%0.1% | +0.01 |
| AMGNAmgen Inc | 加碼歷史 | 23,29623,122 | +174+0.8% | $843.6 萬$813.5 萬 | +$6.30 萬 | 0.1%0.1% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 55,16455,309 | −145−0.3% | $808.9 萬$798.9 萬 | −$2.13 萬 | 0.1%0.1% | 0.00 |
| METAMeta Platforms, Inc. | 減碼歷史 | 14,10914,119 | −10−0.1% | $794.7 萬$807.8 萬 | −$5,632.9 | 0.1%0.1% | −0.01 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 15,78915,469 | +320+2.1% | $791.6 萬$760.3 萬 | +$16.0 萬 | 0.1%0.1% | 0.00 |
| NVDANVIDIA Corp | 加碼歷史 | 39,51339,267 | +246+0.6% | $790.6 萬$684.8 萬 | +$4.92 萬 | 0.1%0.1% | +0.01 |
| KOCoca Cola Co | 減碼歷史 | 93,744100,578 | −6,834−6.8% | $761.9 萬$764.9 萬 | −$55.5 萬 | 0.1%0.1% | 0.00 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 80,34178,272 | +2,069+2.6% | $726.8 萬$626.8 萬 | +$18.7 萬 | 0.1%0.1% | +0.01 |
| ALSNAllison Transmission Holdings Inc | 減碼歷史 | 60,60762,147 | −1,540−2.5% | $683.3 萬$727.5 萬 | −$17.4 萬 | 0.1%0.1% | −0.01 |
| PFEPfizer Inc | 加碼歷史 | 283,402280,174 | +3,228+1.2% | $682.4 萬$786.7 萬 | +$7.77 萬 | 0.1%0.1% | −0.02 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 116,33089,380 | +26,950+30.2% | $677.0 萬$523.2 萬 | +$156.8 萬 | 0.1%0.1% | +0.02 |
| INTCIntel Corp | 減碼歷史 | 48,41548,665 | −250−0.5% | $676.0 萬$214.8 萬 | −$3.49 萬 | 0.1%<0.1% | +0.06 |
| CPCanadian Pacific Kansas City Ltd | 加碼歷史 | 77,48477,125 | +359+0.5% | $671.4 萬$606.7 萬 | +$3.11 萬 | 0.1%0.1% | 0.00 |
| LVSLas Vegas Sands Corp | 加碼歷史 | 141,53182,547 | +58,984+71.5% | $653.7 萬$444.8 萬 | +$272.4 萬 | 0.1%0.1% | +0.02 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 55,21060,150 | −4,940−8.2% | $593.5 萬$591.8 萬 | −$53.1 萬 | 0.1%0.1% | 0.00 |
| SPYSPDR S&P 500 ETF Trust | 不變歷史 | 7,6327,632 | 00.0% | $570.0 萬$496.4 萬 | $0 | 0.1%0.1% | +0.01 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 70,13069,930 | +200+0.3% | $554.2 萬$554.3 萬 | +$1.58 萬 | 0.1%0.1% | 0.00 |
| VSATViasat Inc | 加碼歷史 | 60,38012,500 | +47,880+383.0% | $542.3 萬$57.3 萬 | +$430.0 萬 | 0.1%<0.1% | +0.06 |
| EMREmerson Electric Co | 減碼歷史 | 36,01736,067 | −50−0.1% | $515.6 萬$472.5 萬 | −$7,157.5 | 0.1%0.1% | 0.00 |
| Vanguard BD Index FDS92203C303 | 減碼– | 97,500147,250 | −49,750−33.8% | $485.4 萬$733.1 萬 | −$247.7 萬 | 0.1%0.1% | −0.03 |
| QCOMQualcomm Inc | 加碼歷史 | 26,24926,210 | +39+0.1% | $485.1 萬$337.5 萬 | +$7,206.81 | 0.1%<0.1% | +0.02 |
| MDTMedtronic plc | 加碼歷史 | 61,03853,993 | +7,045+13.0% | $477.5 萬$467.9 萬 | +$55.1 萬 | 0.1%0.1% | 0.00 |
| VVisa Inc. | 加碼歷史 | 13,57413,531 | +43+0.3% | $465.7 萬$409.0 萬 | +$1.48 萬 | 0.1%0.1% | 0.00 |
| CSWCSW Industrials, Inc. | 減碼歷史 | 16,64616,905 | −259−1.5% | $463.3 萬$440.5 萬 | −$7.21 萬 | 0.1%0.1% | 0.00 |
| BLKBlackRock, Inc. | 加碼歷史 | 4,6224,516 | +106+2.3% | $444.4 萬$434.3 萬 | +$10.2 萬 | 0.1%0.1% | 0.00 |
| VVVValvoline Inc | 減碼歷史 | 111,065113,465 | −2,400−2.1% | $439.2 萬$382.2 萬 | −$9.49 萬 | 0.1%<0.1% | 0.00 |
| KMIKinder Morgan, Inc. | 加碼歷史 | 133,279131,779 | +1,500+1.1% | $426.1 萬$441.9 萬 | +$4.80 萬 | 0.1%0.1% | 0.00 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 26,70231,901 | −5,199−16.3% | $422.0 萬$472.4 萬 | −$82.2 萬 | 0.1%0.1% | −0.01 |
| CATCaterpillar Inc | 減碼歷史 | 3,8423,902 | −60−1.5% | $409.1 萬$276.4 萬 | −$6.39 萬 | 0.1%<0.1% | +0.01 |
| WYWeyerhaeuser Co | 加碼歷史 | 169,917148,662 | +21,255+14.3% | $406.8 萬$363.2 萬 | +$50.9 萬 | <0.1%<0.1% | 0.00 |
| CSCOCisco Systems, Inc. | 不變歷史 | 33,47733,477 | 00.0% | $393.2 萬$259.7 萬 | $0 | <0.1%<0.1% | +0.01 |
| CCitigroup Inc | 減碼歷史 | 26,47926,729 | −250−0.9% | $370.6 萬$303.1 萬 | −$3.50 萬 | <0.1%<0.1% | +0.01 |
| IFFInternational Flavors & Fragrances Inc | 加碼歷史 | 46,26541,185 | +5,080+12.3% | $366.5 萬$298.8 萬 | +$40.2 萬 | <0.1%<0.1% | +0.01 |
| SYYSysco Corp | 減碼歷史 | 41,90346,337 | −4,434−9.6% | $350.2 萬$330.5 萬 | −$37.1 萬 | <0.1%<0.1% | 0.00 |
| BATRKAtlanta Braves Holdings, Inc. | 加碼歷史 | 67,03447,824 | +19,210+40.2% | $347.9 萬$204.2 萬 | +$99.7 萬 | <0.1%<0.1% | +0.02 |
| AMJBJPMorgan Chase & Co | 加碼歷史 | 99,31098,745 | +565+0.6% | $342.5 萬$341.4 萬 | +$1.95 萬 | <0.1%<0.1% | 0.00 |
| YUMYum Brands Inc | 減碼歷史 | 19,91421,594 | −1,680−7.8% | $318.3 萬$335.7 萬 | −$26.9 萬 | <0.1%<0.1% | 0.00 |
| GEGeneral Electric Co | 不變歷史 | 8,4628,462 | 00.0% | $316.3 萬$240.1 萬 | $0 | <0.1%<0.1% | +0.01 |
| BAXBaxter International Inc | 減碼歷史 | 146,154154,753 | −8,599−5.6% | $311.6 萬$260.0 萬 | −$18.3 萬 | <0.1%<0.1% | 0.00 |
| EPDEnterprise Products Partners L.P. | 減碼歷史 | 79,38379,533 | −150−0.2% | $291.8 萬$301.0 萬 | −$5,513.98 | <0.1%<0.1% | 0.00 |
| PMPhilip Morris International Inc. | 不變歷史 | 15,24315,243 | 00.0% | $275.8 萬$252.0 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。