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JOHNSON INVESTMENT COUNSEL INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JOHNSON INVESTMENT COUNSEL INC
报告期 2026-03-31 · CIK 0000821197
持仓数
810
前50大市值合计
$8.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 77
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ITW
Illinois Tool Works
+$41.9M
211,192
+2303%
增持
WMB
Williams Companies Inc
+$33.5M
1,303,267
+11427%
减持
ADP
Automatic Data Processing
-$33.3M
189,835
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-47%
减持
CVS
CVS Corporation
-$27.6M
119,114
-74%
增持
UNH
United Healthcare Corp.
+$21.9M
222,256
+37%
增持
LOW
Lowes Cos Inc Com
+$19.5M
229,479
+64%
增持
TSLA
Tesla Motors, Inc.
+$18.1M
42,963
+92%
增持
COST
Costco Wholesale
+$17.1M
185,895
+11%
增持
PG
Procter And Gamble
+$15.0M
2,268,282
+1%
减持
DHR
Danaher Corp Com
+$14.0M
421,294
-1%
增持
APH
Amphenol Corporation - Class A
+$12.9M
1,205,817
+9%
增持
MSFT
Microsoft Corp
+$12.0M
698,912
+2%
减持
HD
Home Depot, Inc.
-$11.9M
170,247
-20%
减持
GOOGL
Alphabet Inc Cap STK
+$11.8M
55,292
-1%
增持
PPG
PPG Industries, Incorporated
-$9.7M
435,099
+3%
减持
AAPL
Apple Inc
+$8.2M
2,058,543
-0%
清仓
—
General Electric Company
-$7.6M
0
-100%
建仓
POOL
Pool Corporation
+$7.6M
17,444
减持
NDAQ
Nasdaq Stock Market Inc.
+$7.4M
460,090
-1%
建仓
GE
General Electric Co
+$7.3M
70,666
增持
FIS
Fidelity Natl Info
-$7.1M
476,731
+4%
减持
—
Accenture PLC CLS A
+$6.9M
302,179
-1%
增持
—
Nvent Electric PLC F
+$6.9M
2,350,631
+6%
减持
NKE
Nike Inc Class B
-$6.5M
400,726
-4%
减持
AXP
American Express Co
-$6.5M
381,912
-10%
增持
VFC
V F Corp
+$6.5M
625,013
+45%
增持
MSI
Motorola Solutions, Inc.
+$6.2M
27,728
+2124%
增持
V
Visa Inc. Class A Shares
+$6.0M
444,840
+12%
增持
QQQ
Invesco QQQ TR Unit (ser 1)
+$6.0M
31,995
+106%
增持
MRSH
Marsh & Mclennan Cos
+$5.9M
489,347
+1%
增持
SPGI
S&P Global Inc Com
+$5.9M
148,563
+7%
增持
—
Willis Towers Watson Public Limited Company
+$5.6M
274,225
+8%
增持
CTAS
Cintas Corporation
+$5.2M
24,063
+132%
增持
SCHG
Schwab US Large-Cap Growth Fund
+$5.1M
42,148
+463%
增持
PCAR
Paccar Inc
-$5.1M
644,042
+3%
增持
ZTS
Zoetis Inc Com
+$4.9M
596,386
+0%
减持
WM
Waste Management Inc
+$4.8M
546,537
-0%
减持
CPT
Camden Property Trust
-$4.5M
199,011
-22%
增持
UPS
United Parcel Service - Class B
+$4.5M
31,278
+428%
减持
DIS
Walt Disney Co
-$4.3M
424,158
-2%
增持
ZBH
Zimmer Biomet HLDGS
-$4.2M
683,121
+5%
增持
AMZN
Amazon.com Inc
+$4.1M
14,839
+14%
增持
CSL
Carlisle Cos Inc Com
+$4.0M
494,470
+0%
建仓
WSM
Williams-Sonoma, Inc.
+$3.5M
19,612
建仓
AMD
Advanced Micro Devices
+$3.3M
31,993
增持
ABT
Abbott Laboratories
+$2.9M
910,441
+1%
增持
META
Facebook Inc Com
+$2.9M
58,285
+20%
减持
CL
Colgate-Palmolive Co
-$2.9M
140,003
-15%
增持
IVV
IShares Core S&P (500 ETF)
+$2.8M
1,133,156
+0%
增持
—
Medtronic PLC
+$2.6M
589,961
+3%
增持
CHE
Chemed Corporation
+$2.5M
12,027
+85%
增持
GOOG
Alphabet Inc Cap STK
+$2.5M
13,935
+1%
增持
IWR
IShares TR Rus Mid (Cap ETF)
+$2.5M
1,689,539
+3%
建仓
—
Mimecast LTD F
+$2.3M
35,985
增持
ADI
Analog Devices, Inc.
+$2.3M
539,578
+5%
增持
—
Unilever PLC
-$2.2M
1,381,739
+5%
增持
JNJ
Johnson & Johnson
+$2.2M
216,692
+9%
增持
VEU
Vanguard Intl Equity
-$2.2M
1,310,671
+1%
增持
KR
Kroger Company
+$2.2M
161,562
+42%
增持
JPM
J.P. Morgan Chase & Company
+$2.1M
210,436
+1%
减持
ADBE
Adobe Systems Inc
-$2.0M
185,090
-0%
建仓
FICO
Fair Isaac Corp
+$2.0M
4,931
建仓
USPH
U.S. Physical Therapy Inc.
+$1.9M
17,430
增持
KO
Coca Cola Co
+$1.9M
1,188,360
+6%
增持
EXR
Extra Space Storage
+$1.9M
15,504
+249%
增持
SCHX
Schwab US Large-Cap ETF
+$1.7M
419,611
+4%
减持
MMM
3M Company
-$1.7M
65,171
-1%
增持
USMV
IShares MSCI USA Minimum Volatility ETF
+$1.6M
1,110,784
+2%
增持
PFE
Pfizer Incorporated
+$1.6M
205,314
+11%
减持
T
AT&T Inc Com USD1
-$1.6M
188,671
-19%
减持
IT
Gartner, Inc.
-$1.6M
2,319
-75%
减持
—
Alcon Inc
-$1.5M
47,593
-37%
增持
FHN
First Horizon Corporation
+$1.5M
4,609,795
+8%
减持
—
Hill-Rom Holdings Inc.
-$1.4M
6,733
-69%
增持
DG
Dollar General Corporation
+$1.4M
392,390
+4%
建仓
TTC
Toro Company
+$1.4M
13,869
增持
COP
Conocophillips
+$1.3M
46,810
+56%
增持
CRM
Salesforce Com Inc
+$1.3M
44,835
+1%
减持
USB
US Bancorp Del
+$1.3M
608,849
-1%
减持
IWP
IShares Russell (Midcap Growth)
-$1.3M
493,937
-1%
清仓
EXLS
Exlservice Holdings Inc.
-$1.3M
0
-100%
增持
CINF
Cincinnati Financial Corporation
-$1.3M
959,029
+1%
建仓
MAA
Mid-America Apartment Communities, Inc.
+$1.2M
6,680
增持
SDY
SPDR Dividend ETF
+$1.2M
23,928
+80%
减持
NEE
Nextera Energy Inc
+$1.2M
454,259
-4%
减持
NSC
Norfolk Southern Crp
-$1.1M
41,698
-1%
增持
AMT
American Tower Corp - CL A
-$1.1M
393,620
+1%
减持
AMGN
Amgen Inc.
-$1.1M
27,813
-3%
建仓
—
Annaly Mortgage Management Inc.
+$1.1M
124,242
减持
BMY
Bristol-Myers Squibb Company
-$1.1M
114,444
-3%
建仓
EGP
Eastgroup Properties
+$1.0M
6,177
建仓
PEY
Invesco High Yield Equity Dividend
+$1.0M
51,703
增持
XLE
Energy Select Sector SPDR Fund
+$1.0M
41,899
+92%
增持
WSO
Watsco, Inc.
+$1.0M
7,987
+106%
增持
HON
Honeywell International, Inc.
-$1.0M
269,790
+2%
清仓
WST
West Pharmaceutical Services, Inc.
-$983.0K
0
-100%
增持
ISRG
Intuitive Surgical, Inc.
+$978.0K
4,238
+20%
增持
EQIX
Equinix, Inc.
+$962.0K
2,391
+107%
增持
IWB
IShares Russell 1000 Index Fund
+$941.0K
1,236,021
+0%
减持
VWO
Vanguard Emerging Markets
-$933.0K
72,545
-14%
清仓
IART
Integra Lifesciences Holding
-$914.0K
0
-100%
增持
PLD
Prologis, Inc.
+$912.0K
11,084
+177%
减持
IJH
IShares S&P Midcap 400 Index Fund
-$910.0K
113,772
-1%
减持
SCHA
Schwab US Small-Cap ETF
-$908.0K
88,431
-6%
减持
MDY
SPDR S&P Midcap 400 ETF Trust
-$862.0K
36,895
-3%
增持
DHI
D.R. Horton, Inc.
+$857.0K
16,086
+195%
减持
ORCL
Oracle Corp Com
+$836.0K
173,342
-5%
增持
VDE
Vanguard Energy ETF
+$808.0K
19,445
+128%
减持
BA
Boeing Company
-$779.0K
37,544
-0%
减持
PEP
Pepsico Inc
+$769.0K
395,400
-0%
建仓
NSA
NTNL Storage Aff
+$721.0K
13,660
增持
AIT
Applied Industrial Technologies, Inc.
+$717.0K
26,870
+44%
减持
XYL
Xylem Inc.
-$714.0K
10,429
-38%
增持
QUAL
The IShares Edge MSCI USA Quality Factor ETF
+$712.0K
414,967
+2%
减持
FITB
Fifth Third Bancorp
+$698.0K
180,581
-1%
增持
SCHF
Schwab International Equity ETF
+$698.0K
368,616
+7%
增持
CCI
Crown Castle International Corp
+$697.0K
6,332
+209%
减持
SHW
Sherwin Williams Co
-$695.0K
50,356
-7%
减持
APD
Air Products And Chemicals, Inc.
-$679.0K
18,661
-2%
增持
BKNG
Booking Hldgs Inc
+$675.0K
2,409
+5%
增持
NVDA
Nvidia Corp
+$674.0K
45,356
+316%
减持
VBR
Vanguard Small-Capitalization Value
-$651.0K
66,727
-3%
建仓
—
SVB Financial Group
+$631.0K
976
减持
BRK/B
Berkshire Hathaway, Inc. Class B
-$625.0K
86,256
-1%
清仓
GPN
Global Payments Inc
-$595.0K
0
-100%
减持
TFX
Teleflex Incorporate
-$591.0K
9,293
-9%
增持
VIG
Vanguard Dividend Appreciation Index Fund
+$588.0K
21,552
+23%
清仓
—
Alexion Pharmaceutic
-$569.0K
0
-100%
增持
QCOM
Qualcomm, Inc.
-$565.0K
43,584
+1%
减持
BJ
BJS WHSL Club HLDGS Inc
-$561.0K
32,180
-34%
增持
SCHD
Schwab US Dividend Equity ETF
+$560.0K
18,168
+74%
减持
IYH
IShares Dj US Healthcare Sector Index Fund
-$557.0K
6,300
-25%
增持
HUBB
Hubbell Incorporated
-$555.0K
410,280
+3%
减持
ROP
Roper Industries
-$555.0K
17,613
-2%
建仓
DGRO
The IShares Core Dividend Growth ETF
+$555.0K
11,044
增持
IWN
IShares Russell 2000 Value
-$550.0K
120,501
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$548.0K
672,133
+0%
清仓
—
Aerpio Pharma Inc
-$542.0K
0
-100%
增持
IJR
IShares Core S&P Small-Cap ETF
-$538.0K
157,972
+0%
减持
SNY
Sanofi-Aventis - ADR
-$535.0K
13,470
-40%
增持
IWD
IShares Russell 1000 Value Index Fund
+$532.0K
70,010
+7%
减持
BURL
Burlington Stores
-$527.0K
5,077
-17%
建仓
VICI
Vici Properties Inc
+$525.0K
18,232
减持
SBUX
Starbucks Corp.
-$522.0K
129,181
-2%
增持
TMO
Thermo Electron Corporation
+$521.0K
5,674
+5%
减持
DOV
Dover Corporation
+$516.0K
112,407
-0%
减持
MRK
Merck & Company, Incorporated
-$514.0K
87,190
-4%
减持
BABA
Alibaba Group Holding LTD - ADR
-$512.0K
5,016
-9%
增持
RGA
Reinsurance Group Of America
+$499.0K
18,290
+36%
减持
WMT
Walmart Inc Com
-$490.0K
156,239
-1%
