13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001009254
申報總市值
US$81.4億
US$81.4億
381 檔
51.1%
Everett Harris & Co /ca/ 在 Q1 2026 季度的美股部位總計估值為 US$81.4億，分散於 381 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Everett Harris & Co /ca/ 於 Q1 2026 季度持續回收資金，對 97 個既有部位進行裁減並清倉 21 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, BRK-A, ）累計市值佔比達 51.1%，是驅動 Everett Harris & Co /ca/ 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 381 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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-非循環性消費 | 9.98% | -1.54% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 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-醫療保健 | 3.04% | +0.77% | +0.27% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-循環性消費 | 2.31% | -0.23% | -1.21% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.06% | +0.36% | -1.31% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 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-循環性消費 | 1.56% | -0.26% | -1.33% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 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-醫療保健 | 1.44% | +0.14% | -0.69% | |
| 19 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.43% | -0.06% | -0.58% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.19% | -0.19% | -5.33% | |
| 21 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.12% | -0.09% | +0.56% | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.11% | +0.06% | -1.29% | |
| 23 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 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-非循環性消費 | 0.86% | +0.02% | -0.16% | |
| 27 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.74% | -0.15% | -4.29% | |
| 28 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.70% | -0.39% | -0.02% | |
| 29 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.57% | +0.14% | +3.81% | |
| 30 | AWK | American Water Works Co Inc | 股票-公用事業 | 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-循環性消費 | 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-工業 | 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-工業 | 0.37% | +0.02% | -1.42% | |
| 38 | ✓ | 股票-其他 | 0.35% | — | -2.79% | ||
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.07% | — | |
| 40 | ✓ | 股票-其他 | 0.34% | — | -1.66% | ||
| 41 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 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-工業 | 0.28% | -0.04% | -1.68% | |
| 46 | UNP | Union Pacific CORP | 股票-工業 | 0.28% | +0.05% | +21.22% | |
| 47 | WAT | Waters CORP | 股票-醫療保健 | 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% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.8% | -0.82% | 減碼 | |
| 2 | CVX | Chevron CORP | +0.4% | -1.46% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.3% | -1.53% | 減碼 |
| 4 | TJX | Tjx Companies Inc | +0.2% | -1.21% | 減碼 |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | -0.07% | 減碼 |
| 6 | SHEL | Shell Plc-adr | +0.2% | +3.17% | 加碼 |
| 7 | WMT | Walmart Inc | +0.1% | -5.33% | 減碼 |
| 8 | SBUX | Starbucks CORP | +0.1% | -1.29% | 減碼 |
| 9 | CL | Colgate-palmolive Co | +0.1% | -0.16% | 減碼 |
| 10 | ✓ | +0.1% | -2.07% | 減碼 | |
| 11 | MCD | Mcdonald's CORP | +0.1% | -1.33% | 減碼 |
| 12 | LMT | Lockheed Martin CORP | +0.1% | -3.32% | 減碼 |
| 13 | LH | Labcorp Holdings Inc | +0.1% | +47.20% | 加碼 |
| 14 | UNP | Union Pacific CORP | +0.1% | +21.22% | 加碼 |
| 15 | ✓ | +0.1% | -2.79% | 減碼 | |
| 16 | PEP | Pepsico Inc | +0.1% | -4.29% | 減碼 |
| 17 | AWK | American Water Works Co Inc | +0.1% | +0.09% | 加碼 |
| 18 | ✓ | +0.1% | -1.66% | 減碼 | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.62% | 減碼 |
| 20 | ✓ | 0% | +90.23% | 加碼 | |
| 21 | CMCSA | Comcast Corp-class A | 0% | +3.81% | 加碼 |
| 22 | WY | Weyerhaeuser Co | 0% | +109.05% | 加碼 |
| 23 | OKE | Oneok Inc | 0% | -1.40% | 減碼 |
| 24 | NEE | Nextera Energy Inc | 0% | -0.07% | 減碼 |
| 25 | LVS | Las Vegas Sands CORP | 0% | +80.72% | 加碼 |
| 26 | ✓ | 0% | +9.04% | 加碼 | |
| 27 | PFE | Pfizer Inc | 0% | +3.90% | 加碼 |
| 28 | VGSH | Vanguard Short-term Treasury | 0% | +26.10% | 加碼 |
| 29 | BUD | Anheuser-busch Inbev-spn Adr | 0% | -2.99% | 減碼 |
| 30 | HSIC | Henry Schein Inc | 0% | +8.94% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | -1.68% | 減碼 |
| 32 | ✓ | 0% | +5.11% | 加碼 | |
| 33 | ECL | Ecolab Inc | 0% | -0.54% | 減碼 |
| 34 | ABBV | Abbvie Inc | 0% | -0.69% | 減碼 |
| 35 | PSYTF | Pason Systems Inc | 0% | +8.10% | 加碼 |
| 36 | ✓ | 0% | -3.70% | 減碼 | |
| 37 | ✓ | 0% | +11.69% | 加碼 | |
| 38 | PARR | Par Pacific Holdings Inc | 0% | — | 不變 |
| 39 | PSX | Phillips 66 | 0% | -1.32% | 減碼 |
| 40 | IFF | Intl Flavors & Fragrances | 0% | +19.14% | 加碼 |
| 41 | GLW | Corning Inc | 0% | +5.07% | 加碼 |
| 42 | CAT | Caterpillar Inc | 0% | -1.76% | 減碼 |
| 43 | BATRK | Atlanta Braves Holdings In-c | 0% | +18.38% | 加碼 |
| 44 | AMGN | Amgen Inc | 0% | -1.77% | 減碼 |
| 45 | ✓ | 0% | +4.23% | 加碼 | |
| 46 | ✓ | 0% | -9.73% | 減碼 | |
| 47 | EPD | Enterprise Products Partners | 0% | -2.19% | 減碼 |
| 48 | UTMD | Utah Medical Products Inc | 0% | +19.77% | 加碼 |
| 49 | KO | Coca-cola Co/the | 0% | -3.16% | 減碼 |
| 50 | VUSB | Vanguard Ultra Short Bond Et | 0% | +5.63% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Everett Harris & Co /ca/ 在 Q1 2026 季度的美股持倉總市值約為 US$81.4億，共申報了 381 個公開持股部位。
在 Q1 2026 季度，Everett Harris & Co /ca/ 按市值排列的前三大核心持股分別為：AAPL (13.4%)、BRK-A (13.1%)、 (10.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 13.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
WAT
市值: US$2143.3萬
本季最大獲利了結 / 清倉標的
ALEX
前期市值: US$492.3萬
在 Q1 2026 季度中，Everett Harris & Co /ca/ 共進行了 175 項持倉異動，包含新建倉 10 個部位、加碼 47 個部位、減碼 97 個部位以及清倉 21 個部位。 其中最大新建倉標的為 WAT。 本季清倉部位包含 ALEX。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。