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
381 檔
51.1%
Everett Harris & Co /ca/ 在 Q1 2026 季度的美股仓位总计估值为 US$81.4亿，分散于 381 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，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 97 个仓位并完全清仓 21 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, 等）合计占整体申报市值的 51.1%，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 381 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 | 13.43% | +1.10% | -0.70% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 13.08% | -0.05% | -0.07% | |
| 3 | ✓ | 股票-其他 | 9.98% | — | -0.82% | ||
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 9.98% | -1.54% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.15% | +1.16% | -2.32% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 6.94% | -0.27% | -0.67% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.94% | -0.03% | -2.85% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 3.04% | +0.77% | +0.27% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.74% | +0.25% | -0.42% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.55% | +0.14% | -0.83% | |
| 11 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.31% | -0.23% | -1.21% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.06% | +0.36% | -1.31% | |
| 13 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.92% | -0.30% | -0.39% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 1.73% | +0.20% | -1.45% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.56% | -0.26% | -1.33% | |
| 16 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.48% | -0.02% | -1.53% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.36% | -1.46% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.44% | +0.14% | -0.69% | |
| 19 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.43% | -0.06% | -0.58% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.19% | -0.19% | -5.33% | |
| 21 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.12% | -0.09% | +0.56% | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.11% | +0.06% | -1.29% | |
| 23 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 1.03% | +0.02% | -0.87% | |
| 24 | ✓ | 股票-其他 | 0.94% | — | +0.49% | ||
| 25 | ACN | Accenture plc | 股票-科技 | 0.94% | -0.26% | — | |
| 26 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.86% | +0.02% | -0.16% | |
| 27 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.15% | -4.29% | |
| 28 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.70% | -0.39% | -0.02% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.57% | +0.14% | +3.81% | |
| 30 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.54% | -0.04% | +0.09% | |
| 31 | SHEL | Shell Plc-adr | 股票-能源 | 0.52% | -0.09% | +3.17% | |
| 32 | HD | Home Depot Inc | 股票-周期性消费 | 0.44% | +0.01% | +0.04% | |
| 33 | FDS | Factset Research Systems Inc | 股票-金融 | 0.43% | +0.02% | +5.06% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.39% | -0.08% | -3.32% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | +0.12% | -0.62% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | +0.04% | -2.99% | |
| 37 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 0.37% | +0.02% | -1.42% | |
| 38 | ✓ | 股票-其他 | 0.35% | — | -2.79% | ||
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.35% | -0.07% | — | |
| 40 | ✓ | 股票-其他 | 0.34% | — | -1.66% | ||
| 41 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.34% | +0.01% | — | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.33% | +0.20% | -1.06% | |
| 43 | ✓ | 股票-其他 | 0.30% | — | -2.07% | ||
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.30% | EXIT | |
| 45 | RTX | Rtx CORP | 股票-工业 | 0.28% | -0.04% | -1.68% | |
| 46 | UNP | Union Pacific CORP | 股票-工业 | 0.28% | +0.05% | +21.22% | |
| 47 | WAT | Waters CORP | 股票-医疗保健 | 0.28% | -0.14% | — | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.27% | — | +6.88% | |
| 49 | ✓ | 股票-其他 | 0.27% | — | -2.55% | ||
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.27% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.8% | -0.82% | 减仓 | |
| 2 | CVX | Chevron CORP | +0.4% | -1.46% | 减仓 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -1.53% | 减仓 |
| 4 | TJX | Tjx Companies Inc | +0.2% | -1.21% | 减仓 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | -0.07% | 减仓 |
| 6 | SHEL | Shell Plc-adr | +0.2% | +3.17% | 加仓 |
| 7 | WMT | Walmart Inc | +0.1% | -5.33% | 减仓 |
| 8 | SBUX | Starbucks CORP | +0.1% | -1.29% | 减仓 |
| 9 | CL | Colgate-palmolive Co | +0.1% | -0.16% | 减仓 |
| 10 | ✓ | +0.1% | -2.07% | 减仓 | |
| 11 | MCD | Mcdonald's CORP | +0.1% | -1.33% | 减仓 |
| 12 | LMT | Lockheed Martin CORP | +0.1% | -3.32% | 减仓 |
| 13 | LH | Labcorp Holdings Inc | +0.1% | +47.20% | 加仓 |
| 14 | UNP | Union Pacific CORP | +0.1% | +21.22% | 加仓 |
| 15 | ✓ | +0.1% | -2.79% | 减仓 | |
| 16 | PEP | Pepsico Inc | +0.1% | -4.29% | 减仓 |
| 17 | AWK | American Water Works Co Inc | +0.1% | +0.09% | 加仓 |
| 18 | ✓ | +0.1% | -1.66% | 减仓 | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.62% | 减仓 |
| 20 | ✓ | 0% | +90.23% | 加仓 | |
| 21 | CMCSA | Comcast Corp-class A | 0% | +3.81% | 加仓 |
| 22 | WY | Weyerhaeuser Co | 0% | +109.05% | 加仓 |
| 23 | OKE | Oneok Inc | 0% | -1.40% | 减仓 |
| 24 | NEE | Nextera Energy Inc | 0% | -0.07% | 减仓 |
| 25 | LVS | Las Vegas Sands CORP | 0% | +80.72% | 加仓 |
| 26 | ✓ | 0% | +9.04% | 加仓 | |
| 27 | PFE | Pfizer Inc | 0% | +3.90% | 加仓 |
| 28 | VGSH | Vanguard Short-term Treasury | 0% | +26.10% | 加仓 |
| 29 | BUD | Anheuser-busch Inbev-spn Adr | 0% | -2.99% | 减仓 |
| 30 | HSIC | Henry Schein Inc | 0% | +8.94% | 加仓 |
| 31 | RTX | Rtx CORP | 0% | -1.68% | 减仓 |
| 32 | ✓ | 0% | +5.11% | 加仓 | |
| 33 | ECL | Ecolab Inc | 0% | -0.54% | 减仓 |
| 34 | ABBV | Abbvie Inc | 0% | -0.69% | 减仓 |
| 35 | PSYTF | Pason Systems Inc | 0% | +8.10% | 加仓 |
| 36 | ✓ | 0% | -3.70% | 减仓 | |
| 37 | ✓ | 0% | +11.69% | 加仓 | |
| 38 | PARR | Par Pacific Holdings Inc | 0% | — | 不变 |
| 39 | PSX | Phillips 66 | 0% | -1.32% | 减仓 |
| 40 | IFF | Intl Flavors & Fragrances | 0% | +19.14% | 加仓 |
| 41 | GLW | Corning Inc | 0% | +5.07% | 加仓 |
| 42 | CAT | Caterpillar Inc | 0% | -1.76% | 减仓 |
| 43 | BATRK | Atlanta Braves Holdings In-c | 0% | +18.38% | 加仓 |
| 44 | AMGN | Amgen Inc | 0% | -1.77% | 减仓 |
| 45 | ✓ | 0% | +4.23% | 加仓 | |
| 46 | ✓ | 0% | -9.73% | 减仓 | |
| 47 | EPD | Enterprise Products Partners | 0% | -2.19% | 减仓 |
| 48 | UTMD | Utah Medical Products Inc | 0% | +19.77% | 加仓 |
| 49 | KO | Coca-cola Co/the | 0% | -3.16% | 减仓 |
| 50 | VUSB | Vanguard Ultra Short Bond Et | 0% | +5.63% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Everett Harris & Co /ca/ 在 Q1 2026 季度的美股持仓总市值约为 US$81.4亿，共申报了 381 个公开持股仓位。
在 Q1 2026 季度，Everett Harris & Co /ca/ 按市值排列的前三大核心持股分别为：AAPL (13.4%)、BRK-A (13.1%)、 (10.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 13.4% 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
WAT
市值: US$2143.3万
本季最大获利了结 / 清仓标的
ALEX
前期市值: US$492.3万
在 Q1 2026 季度中，Everett Harris & Co /ca/ 共进行了 175 项持仓异动，包含新建仓 10 个仓位、加仓 47 个仓位、减仓 97 个仓位以及清仓 21 个仓位。 其中最大新建仓标的为 WAT。 本季清仓仓位包含 ALEX。
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。