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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 78
减持 62
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AMT
AMERICAN TOWER CORP
-$44.7M
52,184
-82%
增持
FHN
FIRST HORIZON CORPORATION
+$39.5M
2,589,253
+6072%
减持
IVV
ISHARES CORE S&P 500 ETF
+$38.2M
1,319,922
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。
-0%
增持
—
NVENT ELECTRIC PLC
+$34.3M
1,533,059
+60%
减持
AAPL
APPLE INC
+$34.2M
1,900,164
-2%
增持
AMZN
AMAZON.COM INC
+$33.4M
793,838
+34%
减持
CMCSA
COMCAST CORP
-$31.9M
471,130
-64%
增持
—
ACCENTURE PLC IRELAND
+$31.9M
375,290
+13%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$25.6M
1,903,732
+18%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$25.0M
1,290,064
+1%
增持
PG
PROCTER AND GAMBLE CO
+$24.5M
2,283,779
+2%
减持
CINF
CINCINNATI FINANCIAL CORP
+$23.2M
1,323,953
-0%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$23.2M
2,432,586
+3%
减持
GOOGL
ALPHABET INC
-$22.6M
1,240,140
-1%
增持
SYK
STRYKER CORPORATION
+$21.1M
166,100
+45%
减持
COR
CENCORA INC
-$20.6M
409,487
-18%
增持
LNT
ALLIANT ENERGY CORP
+$20.2M
1,806,488
+3%
减持
NDAQ
NASDAQ INC
+$19.8M
1,958,289
-4%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$18.4M
390,371
-30%
减持
WMT
WAL-MART INC
-$18.3M
860,918
-34%
增持
IEX
IDEX CORP
+$17.6M
91,559
+784%
减持
UNH
UNITEDHEALTH GROUP INC
+$16.7M
262,059
-2%
增持
MCD
MCDONALDS CORP
+$16.2M
318,260
+1%
增持
DHR
DANAHER CORPORATION
+$16.1M
560,965
+0%
增持
AEP
AMERICAN ELECTRIC POWER CO INC
+$16.0M
1,057,084
+0%
减持
MSFT
MICROSOFT CORP
-$15.2M
739,870
-1%
增持
USMV
ISHARES MSCI USA MIN VOL FACTO
+$13.9M
1,112,249
+7%
减持
LOW
LOWES COS INC
+$13.3M
295,770
-2%
减持
MA
MASTERCARD INCORPORATED
+$12.5M
294,843
-2%
减持
ZTS
ZOETIS INC
+$10.3M
522,426
-1%
减持
ABT
ABBOTT LABORATORIES
+$9.9M
997,208
-0%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$9.8M
279,514
+1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$9.4M
1,390,201
+5%
减持
NDSN
NORDSON CORP
+$9.3M
307,311
-0%
减持
NOC
NORTHROP GRUMMAN CORP
+$9.1M
105,808
-1%
减持
KO
COCA-COLA CO
+$9.0M
1,438,660
-3%
增持
TSLA
TESLA INC
+$8.9M
140,011
+0%
减持
APH
AMPHENOL CORP
-$8.6M
1,241,845
-6%
减持
WMB
WILLIAMS COS INC
+$7.9M
3,274,316
-2%
增持
ITW
ILLINOIS TOOL WORKS INC
+$7.9M
282,889
+1%
增持
CTAS
CINTAS CORP
+$7.7M
134,311
+371%
减持
—
AXIS CAP HOLDINGS LTD
+$7.3M
1,346,443
-5%
减持
ADBE
ADOBE INC
-$6.8M
141,695
-2%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$6.7M
86,250
+17%
增持
VOO
VANGUARD S&P 500 ETF
+$6.5M
43,035
+33%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$6.5M
1,239,008
+4%
清仓
LECO
LINCOLN ELECTRIC HOLDINGS INC
-$6.0M
0
-100%
减持
INTU
INTUIT
-$5.7M
80,754
-5%
减持
HD
HOME DEPOT INC
+$5.7M
108,688
-2%
减持
AFG
AMERICAN FINANCIAL GROUP INC O
+$5.7M
568,662
-1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$5.6M
126,237
+3%
减持
—
MEDTRONIC PLC
+$5.3M
617,135
-3%
增持
EL
LAUDER ESTEE COS INC
+$5.2M
351,617
+25%
增持
QUAL
ISHARES MSCI USA QUALITY FACTO
+$5.2M
461,433
+2%
增持
—
EVEREST GROUP LTD
+$5.0M
177,343
+5%
减持
AXP
AMERICAN EXPRESS CO
+$5.0M
168,563
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC
+$4.3M
86,197
-1%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH
+$4.3M
427,209
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD S
-$4.2M
366,019
-6%
减持
WM
WASTE MANAGEMENT INC DEL
-$4.2M
546,587
-1%
减持
CSL
CARLISLE COS INC
+$4.2M
141,148
-4%
增持
GOOG
ALPHABET INC
-$4.1M
260,612
+0%
减持
V
VISA INC
+$4.0M
387,562
-1%
减持
HON
HONEYWELL INTL INC
-$4.0M
393,344
-2%
增持
PNC
PNC FINANCIAL SERVICES GROUP I
+$4.0M
83,447
+14%
减持
TJX
TJX COS INC
+$3.8M
914,767
-3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.7M
311,779
+2%
减持
HUBB
HUBBELL INC
+$3.7M
96,799
-6%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$3.5M
207,521
-1%
增持
PGR
PROGRESSIVE CORP
+$3.4M
30,323
+48%
增持
HSY
HERSHEY CO
+$3.4M
263,133
+3%
减持
MRSH
MARSH & MCLENNAN COS INC
+$3.3M
460,455
-2%
增持
JPM
JPMORGAN CHASE & CO
+$3.2M
232,838
+3%
减持
SHW
SHERWIN WILLIAMS CO
+$3.1M
40,561
-2%
增持
IBM
INTL BUSINESS MACHINES
+$2.9M
39,576
+18%
减持
QCOM
QUALCOMM INC
-$2.9M
31,664
-24%
减持
JNJ
JOHNSON & JOHNSON
+$2.9M
194,519
-1%
减持
USB
US BANCORP DEL
+$2.8M
635,907
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.8M
15,786
-56%
减持
ORCL
ORACLE CORP
+$2.7M
139,299
-6%
增持
CVX
CHEVRON CORP
-$2.7M
777,475
+4%
增持
GE
GENERAL ELECTRIC CO
+$2.7M
72,391
+5%
增持
MCO
MOODYS CORP
+$2.7M
6,729
+452%
建仓
ALSN
ALLISON TRANSMISSION HOLDINGS
+$2.6M
27,376
增持
IWS
ISHARES RUSSELL MID-CAP VALUE
+$2.6M
96,052
+15%
减持
LMT
LOCKHEED MARTIN CORP
+$2.6M
22,214
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.5M
38,187
+0%
增持
META
META PLATFORMS INC
+$2.4M
27,595
+4%
建仓
SNX
TD SYNNEX CORPORATION
+$2.4M
20,179
减持
COST
COSTCO WHOLESALE CORP
+$2.4M
88,233
-1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH E
+$2.4M
173,941
+11%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.3M
606,959
+0%
减持
EFA
ISHARES MSCI EAFE ETF
+$2.3M
474,090
-1%
建仓
UMBF
UMB FINANCIAL CORP
+$2.3M
21,450
增持
VTI
VANGUARD TOTAL STOCK MARKET ET
+$2.0M
70,251
+5%
增持
—
SKECHERS US A INC
+$2.0M
33,439
+1016%
清仓
SON
SONOCO PRODS CO
-$2.0M
0
-100%
增持
VUG
VANGUARD GROWTH ETF
+$1.9M
24,449
+23%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$1.9M
97,088
-7%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ET
+$1.8M
475,626
+3%
减持
NEE
NEXTERA ENERGY INC
+$1.8M
373,336
-11%
减持
POOL
POOL CORP
-$1.8M
16,522
-37%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$1.7M
79,289
+2%
增持
AVGO
BROADCOM INC
+$1.7M
136,783
+905%
清仓
OPPJ
WISDOMTREE JAPAN HEDGED SMALLC
-$1.7M
0
-100%
增持
MMM
3M CO
+$1.7M
38,441
+11%
减持
PEP
PEPSICO INC
+$1.6M
401,975
-1%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.6M
304,127
+3%
增持
GEV
GE VERNOVA INC
+$1.6M
17,642
+5%
减持
BA
BOEING CO
-$1.6M
39,498
-5%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$1.6M
143,019
-2%
增持
—
EXXON MOBIL CORP
+$1.6M
221,994
+5%
增持
FNDE
SCHWAB FUNDAMENTAL EMERGING MA
+$1.6M
74,448
+159%
减持
NVR
NVR INC
-$1.5M
49
-81%
增持
—
ASML HOLDING NV NY REGISTRY
+$1.5M
65,459
+26%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.5M
178,943
+7%
增持
KR
KROGER CO
+$1.5M
177,993
+2%
增持
EMXC
ISHARES MSCI EMERGING MARKETS
+$1.4M
32,268
+242%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.4M
183,876
+3%
清仓
EEMS
ISHARES MSCI EMERGING MARKETS
-$1.4M
0
-100%
减持
CHCT
COMMUNITY HEALTHCARE TR INC
-$1.4M
17,500
-76%
增持
VIG
VANGUARD DIVIDEND APPRECIATION
+$1.4M
56,908
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
26,594
+1%
增持
TXN
TEXAS INSTRUMENTS INC
+$1.3M
23,648
+28%
增持
CSCO
CISCO SYSTEMS INC
+$1.3M
225,601
+0%
建仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE E
+$1.3M
24,028
增持
IWV
ISHARES RUSSELL 3000 ETF
+$1.3M
62,463
+1%
增持
FITB
FIFTH THIRD BANCORP
+$1.2M
137,588
+7%
增持
JKHY
HENRY JACK & ASSOC INC
+$1.2M
15,831
+64%
清仓
SITE
SITEONE LANDSCAPE SUPPLY INC
-$1.1M
0
-100%
增持
—
HESS CORP
+$1.1M
30,510
+49%
增持
CAT
CATERPILLAR INC
+$1.1M
12,499
+10%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$1.1M
87,919
+8%
减持
PM
PHILIP MORRIS INTL INC
+$1.1M
55,155
-1%
减持
DG
DOLLAR GENERAL CORP
-$1.0M
6,304
-47%
增持
DT
DYNATRACE INC
+$1.0M
105,938
+3%
建仓
AB
ALLIANCEBERNSTEIN HOLDING LP
+$1.0M
29,654
减持
GILD
GILEAD SCIENCES INC
-$1.0M
15,080
-55%
减持
NSC
NORFOLK SOUTHERN CORP
+$1.0M
30,339
-0%
增持
DHI
D R HORTON INC
+$1.0M
19,728
+1%
增持
—
GENPACT LIMITED
+$996.6K
79,460
+21%
减持
PCAR
PACCAR INC
-$995.4K
74,242
-8%
减持
RS
RELIANCE INC COM
-$983.8K
11,110
-24%
减持
DOV
DOVER CORP
+$966.8K
101,181
-1%
增持
CHE
CHEMED CORP
+$961.5K
8,893
+10%
增持
BNY
BANK NEW YORK MELLON CORP
+$952.3K
31,746
+43%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. ST
+$948.1K
41,767
+15%
增持
SDY
SPDR S&P DIVIDEND ETF
+$934.6K
29,930
+15%
增持
—
AON PLC
+$912.9K
17,363
+0%
增持
UHS
UNIVERSAL HEALTH SERVICES INC
+$907.6K
13,291
+15%
