13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001009254
申报总市值
US$81.4亿
US$81.4亿
334 檔
51.6%
Q4 2025 季度申报显示，Everett Harris & Co /ca/ 披露的美股组合总市值为 US$81.4亿，涵盖 334 个不同之权益投资仓位。
在 Q4 2025，Everett Harris & Co /ca/ 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Everett Harris & Co /ca/ 的前 5 大核心持股（包含 AAPL, BRK-A, MSFT 等）合计占整体申报市值的 51.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 334 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 13.62% | +1.10% | -1.30% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 12.93% | -0.05% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 8.57% | -0.27% | -1.15% | |
| 4 | ✓ | 股票-其他 | 8.18% | — | -0.42% | ||
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.52% | +1.16% | -1.60% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.00% | -0.03% | -1.73% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.94% | +0.77% | +0.21% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.87% | +0.25% | +0.30% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.55% | +0.14% | +0.19% | |
| 10 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.21% | -0.30% | -0.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.13% | +0.36% | -0.86% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.12% | -0.23% | -0.03% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.86% | +0.20% | -0.70% | |
| 14 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.60% | -0.06% | -0.54% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.46% | -0.26% | -0.47% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.43% | +0.14% | -0.17% | |
| 17 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.29% | -0.09% | +0.26% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.19% | -0.02% | -0.47% | |
| 19 | ✓ | 股票-其他 | 1.19% | — | +1.06% | ||
| 20 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.12% | +0.02% | — | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 1.06% | -0.19% | -1.56% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.36% | -1.46% | |
| 23 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.99% | +0.06% | -1.80% | |
| 24 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.80% | -0.39% | -0.89% | |
| 25 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.75% | +0.02% | +0.26% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.67% | -0.15% | -4.47% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.53% | +0.14% | -1.19% | |
| 28 | FDS | Factset Research Systems Inc | 股票-金融 | 0.51% | +0.02% | +0.80% | |
| 29 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.48% | -0.04% | -0.26% | |
| 30 | HD | Home Depot Inc | 股票-周期性消费 | 0.44% | +0.01% | -0.18% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.40% | +0.04% | +1.22% | |
| 32 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.09% | +15.74% | |
| 33 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.37% | +0.02% | -2.03% | |
| 34 | PGR | Progressive CORP | 股票-金融 | 0.37% | +0.20% | -0.91% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.12% | -1.15% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工业 | 0.30% | -0.08% | -0.43% | |
| 37 | ✓ | 股票-其他 | 0.30% | — | -1.05% | ||
| 38 | ✓ | 股票-其他 | 0.29% | — | +1.86% | ||
| 39 | ✓ | 股票-其他 | 0.28% | — | +1.37% | ||
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.26% | — | -0.25% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.26% | -0.04% | -0.39% | |
| 42 | ECL | Ecolab Inc | 股票-原材料 | 0.23% | — | -0.57% | |
| 43 | ✓ | 股票-其他 | 0.23% | — | +2.80% | ||
| 44 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 0.23% | — | -1.27% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.21% | +0.05% | +4.26% | |
| 46 | ✓ | 股票-其他 | 0.20% | — | -0.77% | ||
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.20% | +0.01% | +2.38% | |
| 48 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.19% | +0.03% | +3.76% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.16% | +0.04% | +0.27% | |
| 50 | HSIC | Henry Schein Inc | 股票-医疗保健 | 0.15% | +0.03% | +4.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | -1.60% | 减仓 |
| 2 | AAPL | Apple Inc | +0.5% | -1.30% | 减仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.86% | 减仓 |
| 4 | VHT | Vanguard Health Care ETF | +0.2% | +0.19% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.1% | +0.30% | 加仓 |
| 6 | TJX | Tjx Companies Inc | +0.1% | -0.03% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.47% | 减仓 |
| 8 | ✓ | +0.1% | +1.06% | 加仓 | |
| 9 | BAC | Bank Of America CORP | +0.1% | -0.70% | 减仓 |
| 10 | ✓ | +0.1% | +1.86% | 加仓 | |
| 11 | EXPD | Expeditors Intl Wash Inc | +0.1% | -2.03% | 减仓 |
| 12 | WMT | Walmart Inc | +0.1% | -1.56% | 减仓 |
| 13 | SHEL | Shell Plc-adr | +0.1% | +15.74% | 加仓 |
| 14 | ✓ | Arrowhead Pharma Inc | +0.1% | +28.06% | 加仓 |
| 15 | LLY | Eli Lilly & Co | 0% | +0.56% | 加仓 |
| 16 | VSXY | Victoria's Secret & Co | 0% | +0.93% | 加仓 |
| 17 | BDX | Becton Dickinson And Co | 0% | +0.26% | 加仓 |
| 18 | HSIC | Henry Schein Inc | 0% | +4.71% | 加仓 |
| 19 | TTI | Tetra Technologies Inc | 0% | -16.96% | 减仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.15% | 减仓 |
| 21 | RTX | Rtx CORP | 0% | -0.39% | 减仓 |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +3.76% | 加仓 |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | -0.21% | 减仓 |
| 24 | ✓ | 0% | -14.88% | 减仓 | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -24.71% | 减仓 |
| 26 | ✓ | 0% | +1.37% | 加仓 | |
| 27 | ✓ | 0% | +2.80% | 加仓 | |
| 28 | PEP | Pepsico Inc | 0% | -4.47% | 减仓 |
| 29 | PGR | Progressive CORP | 0% | -0.91% | 减仓 |
| 30 | SBUX | Starbucks CORP | 0% | -1.80% | 减仓 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -1.19% | 减仓 |
| 32 | AWK | American Water Works Co Inc | -0.1% | -0.26% | 减仓 |
| 33 | ABBV | Abbvie Inc | -0.1% | -0.17% | 减仓 |
| 34 | DIS | Walt Disney Co/the | -0.1% | -0.54% | 减仓 |
| 35 | CVX | Chevron CORP | -0.1% | -1.46% | 减仓 |
| 36 | HD | Home Depot Inc | -0.1% | -0.18% | 减仓 |
| 37 | BAX | Baxter International Inc | -0.1% | -66.59% | 减仓 |
| 38 | NKE | Nike Inc -cl B | -0.1% | -0.89% | 减仓 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.73% | 减仓 |
| 40 | ABT | Abbott Laboratories | -0.2% | -0.60% | 减仓 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +0.21% | 加仓 |
| 42 | ✓ | -0.8% | -0.42% | 减仓 | |
| 43 | MSFT | Microsoft CORP | -0.9% | -1.15% | 减仓 |
| 44 | UL | Unilever PLC | — | EXIT | 清仓 |
| 45 | UL | Unilever Plc-sponsored Adr | — | NEW | 新建仓 |
| 46 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | 新建仓 |
| 47 | MICC | The Magnum Ice Cream Company N. | — | NEW | 新建仓 |
| 48 | BUBIX | Baird Ultra Short Bond-inst | — | EXIT | 清仓 |
| 49 | BSBIX | Baird Short Term Bond-inst | — | EXIT | 清仓 |
| 50 | BATRK | Atlanta Braves Holdings In-c | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Everett Harris & Co /ca/ 在 Q4 2025 季度的美股持仓总市值约为 US$81.4亿，共申报了 334 个公开持股仓位。
在 Q4 2025 季度，Everett Harris & Co /ca/ 按市值排列的前三大核心持股分别为：AAPL (13.6%)、BRK-A (12.9%)、MSFT (8.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 13.6% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
UL
市值: US$9286.1万
本季最大获利了结 / 清仓标的
UL
前期市值: US$9463.9万
在 Q4 2025 季度中，Everett Harris & Co /ca/ 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 29 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 UL。 本季清仓仓位包含 UL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。