13FBOX
约翰逊投资顾问 · 13F 持仓分析
期权收益计算器 机构排行

约翰逊投资顾问

JOHNSON INVESTMENT COUNSEL INCNo.479 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$136.86亿
环比变动 Q1 2026
+$13.17亿+10.6%
持仓股票数
839
新买入
58
加仓
334
减仓
319
清仓
29
持股不变
128
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
8.06%7.52%$11.03亿147.3万股$9.30亿142.3万股+5.0万股+3.54%加仓
IiShares安硕·RUSSELLIWB
4.28%4.09%$5.85亿142.9万股$5.06亿142.0万股+9,824股+0.69%加仓
苹果AAPL
3.77%3.76%$5.16亿178.2万股$4.66亿183.4万股-5.2万股-2.84%减仓
谷歌AGOOGL
2.83%2.56%$3.87亿108.2万股$3.17亿110.3万股-2.1万股-1.88%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
2.42%2.29%$3.31亿300.2万股$2.83亿290.8万股+9.4万股+3.24%加仓
宝洁PG
2.38%2.56%$3.26亿222.6万股$3.17亿219.2万股+3.3万股+1.52%加仓
微软MSFT
2.38%2.55%$3.25亿87.2万股$3.16亿85.2万股+1.9万股+2.24%加仓
CINCINNATI FINL COMCINF
1.92%1.85%$2.63亿141.8万股$2.29亿145.4万股-3.6万股-2.46%减仓
NVENT ELECTRICNVT
1.8%1.49%$2.47亿145.4万股$1.84亿155.7万股-10.3万股-6.62%减仓
V先锋领航国际股票指数基金VEU
1.76%1.69%$2.41亿287.7万股$2.10亿279.2万股+8.6万股+3.08%加仓
AAB INTLILOW
1.76%1.78%$2.41亿529.7万股$2.20亿515.1万股+14.6万股+2.84%加仓
亚马逊AMZN
1.6%1.61%$2.20亿92.1万股$1.99亿95.5万股-3.4万股-3.56%减仓
威廉姆斯WMB
1.49%1.71%$2.05亿275.1万股$2.11亿289.8万股-14.7万股-5.07%减仓
安费诺APH
1.28%1.03%$1.75亿99.5万股$1.27亿100.9万股-1.4万股-1.38%减仓
V先锋领航·FTSEVEA
1.22%1.13%$1.67亿234.5万股$1.40亿218.3万股+16.2万股+7.42%加仓
台积电TSM
1.21%0.98%$1.66亿34.7万股$1.21亿35.9万股-1.2万股-3.31%减仓
S嘉信·USSCHX
1.18%1.06%$1.62亿549.2万股$1.32亿513.4万股+35.8万股+6.98%加仓
ANALOG DEVICES COMADI
1.17%1.02%$1.60亿40.3万股$1.27亿39.8万股+4,542股+1.14%加仓
美国电力AEP
1.14%1.24%$1.57亿114.4万股$1.53亿116.6万股-2.2万股-1.90%减仓
VisaV
1.13%1.09%$1.54亿45.0万股$1.34亿44.5万股+5,459股+1.23%加仓
博通AVGO
1.11%0.88%$1.52亿40.3万股$1.09亿35.3万股+5.0万股+14.13%加仓
万事达MA
1.1%1.17%$1.51亿29.3万股$1.45亿29.0万股+2,894股+1.00%加仓
阿斯麦ASML
1.02%0.78%$1.40亿7.0万股$9,625.2万7.3万股-2,637股-3.62%减仓
英伟达NVDA
0.95%0.63%$1.30亿65.0万股$7,784.8万44.6万股+20.3万股+45.57%加仓
TJXTJX
0.94%1.11%$1.29亿84.8万股$1.37亿86.0万股-1.1万股-1.33%减仓
WASTE MGMT DELWM
0.93%1.05%$1.27亿57.0万股$1.30亿56.6万股+3,822股+0.68%加仓
DANAHER DEL COMDHR
0.91%1.03%$1.24亿65.3万股$1.27亿67.0万股-1.7万股-2.57%减仓
N纳斯达克NDAQ
0.89%1.06%$1.21亿154.0万股$1.31亿154.0万股-400股-0.03%减仓
AXIS CAPAXS
0.88%0.95%$1.21亿112.2万股$1.18亿116.1万股-3.9万股-3.34%减仓
IiShares安硕·MSCIQUAL
0.87%0.78%$1.18亿54.0万股$9,647.6万50.3万股+3.7万股+7.35%加仓
IiShares安硕信托USMV
0.85%0.96%$1.17亿121.0万股$1.18亿127.7万股-6.7万股-5.25%减仓
可口可乐KO
0.82%0.88%$1.13亿138.8万股$1.08亿142.5万股-3.7万股-2.57%减仓
哈勃HUBB
0.81%0.36%$1.11亿21.2万股$4,394.8万9.0万股+12.2万股+136.56%加仓
ALLIANT ENERGY COMLNT
0.8%0.98%$1.10亿143.5万股$1.21亿168.6万股-25.1万股-14.87%减仓
SSPDR标普500 ETFSPY
0.79%0.7%$1.08亿14.5万股$8,668.3万13.3万股+1.2万股+8.72%加仓
雪佛龙CVX
0.74%1.08%$1.02亿61.5万股$1.33亿64.3万股-2.9万股-4.47%减仓
IiShares安硕·COREIJR
0.7%0.54%$9,547.6万64.4万股$6,735.1万54.2万股+10.2万股+18.82%加仓
CencoraCOR
0.69%0.92%$9,389.3万33.2万股$1.14亿36.4万股-3.2万股-8.73%减仓
I景顺QQQ信托VOO
0.67%0.58%$9,194.7万12.5万股$7,121.5万12.3万股+1,476股+1.20%加仓
IiShares安硕·RUSSELLIWM
0.67%0.62%$9,111.2万30.3万股$7,696.3万31.0万股-7,082股-2.28%减仓
NORDSONNDSN
0.66%0.66%$9,064.2万30.0万股$8,149.1万30.6万股-5,840股-1.91%减仓
雅培ABT
0.65%0.85%$8,952.6万98.7万股$1.05亿102.3万股-3.6万股-3.53%减仓
ILLINOIS TOOLITW
0.64%0.68%$8,811.9万32.6万股$8,365.4万32.1万股+4,413股+1.37%加仓
好市多COST
0.64%0.68%$8,780.8万9.4万股$8,414.4万8.4万股+9,420股+11.16%加仓
AAlphabet Inc Class CGOOG
0.64%0.58%$8,703.4万24.6万股$7,150.6万24.9万股-2,946股-1.18%减仓
史赛克SYK
0.63%0.57%$8,611.3万27.4万股$7,040.9万21.4万股+5.9万股+27.64%加仓
麦当劳MCD
0.62%0.78%$8,418.8万31.1万股$9,639.8万31.0万股+1,280股+0.41%加仓
IiShares安硕信托AGG
0.6%0.64%$8,210.7万83.0万股$7,942.8万80.0万股+2.9万股+3.68%加仓
沃尔玛WMT
0.59%0.72%$8,065.1万71.2万股$8,900.1万71.6万股-4,049股-0.57%减仓
CENTRAL SECSCET
0.58%0.65%$7,983.4万157.5万股$8,025.0万157.4万股+1,733股+0.11%加仓

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