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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 87
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$93.7M
1,911,950
-0%
增持
IVV
ISHARES TR
+$81.1M
1,366,550
+2%
减持
GOOGL
ALPHABET INC
+$69.1M
1,183,389
-5%
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。
增持
IWB
ISHARES TR
+$44.2M
1,426,322
+2%
减持
—
NVENT ELECTRIC PLC
+$41.5M
1,717,696
-2%
增持
BKR
BAKER HUGHES COMPANY
+$41.1M
849,566
+10225%
减持
NDAQ
NASDAQ INC
-$27.6M
1,577,127
-16%
减持
APH
AMPHENOL CORP NEW
+$24.6M
1,100,064
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$24.5M
2,518,779
+9%
减持
—
ACCENTURE PLC IRELAND
-$23.9M
394,760
-3%
增持
ILOW
AB ACTIVE ETFS INC
+$21.7M
4,574,505
+10%
增持
MSFT
MICROSOFT CORP
+$20.5M
830,566
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$20.2M
390,669
-0%
增持
—
ASML HOLDING N V
+$19.0M
103,143
+2%
增持
TSLA
TESLA INC
+$19.0M
142,462
+2%
增持
CINF
CINCINNATI FINL CORP
+$18.6M
1,405,680
+3%
减持
TJX
TJX COS INC NEW
+$18.0M
885,902
-1%
增持
IWR
ISHARES TR
+$17.4M
2,671,300
+2%
增持
GOOG
ALPHABET INC
+$17.4M
262,191
+0%
增持
LNT
ALLIANT ENERGY CORP
+$17.1M
1,979,718
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.5M
1,902,976
+10%
增持
VGT
VANGUARD WORLD FD
+$15.2M
45,456
+61%
减持
PG
PROCTER AND GAMBLE CO
-$14.8M
2,306,381
-0%
增持
NVDA
NVIDIA CORPORATION
+$13.6M
401,235
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$12.9M
5,023,680
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$11.2M
160,982
+4%
增持
AVGO
BROADCOM INC
+$11.1M
158,499
+6%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$11.0M
288,448
-0%
增持
APO
APOLLO GLOBAL MGMT INC
+$10.9M
433,964
+31%
增持
AEP
AMERICAN ELEC PWR CO INC
+$10.4M
1,171,506
+0%
减持
AFG
AMERICAN FINL GROUP INC OHIO
+$10.2M
591,657
-2%
减持
ADBE
ADOBE INC
-$9.6M
141,521
-8%
增持
IWM
ISHARES TR
+$9.6M
235,602
+7%
增持
LOW
LOWES COS INC
+$9.4M
312,463
+0%
减持
HON
HONEYWELL INTL INC
-$9.4M
412,983
-0%
增持
VOO
VANGUARD INDEX FDS
+$9.3M
71,236
+18%
增持
—
AXIS CAP HLDGS LTD
-$9.1M
1,222,932
+1%
增持
ORCL
ORACLE CORP
+$8.9M
140,168
+1%
增持
V
VISA INC
+$8.9M
397,472
+11%
增持
ROP
ROPER TECHNOLOGIES INC
-$8.5M
162,291
+3%
增持
QQQ
INVESCO QQQ TR
+$8.4M
114,610
+5%
减持
—
EVEREST GROUP LTD
-$8.0M
161,187
-15%
增持
ABBV
ABBVIE INC
+$7.7M
158,735
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
-$6.9M
456,734
+1%
增持
QUAL
ISHARES TR
+$6.8M
480,655
+1%
减持
CSL
CARLISLE COS INC
-$6.4M
132,815
-1%
增持
IWF
ISHARES TR
+$6.3M
115,618
+3%
减持
JNJ
JOHNSON & JOHNSON
+$6.0M
188,274
-0%
增持
KO
COCA COLA CO
-$6.0M
1,491,381
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.8M
1,151,376
+9%
增持
GDX
VANECK ETF TRUST
+$5.8M
183,570
+16%
减持
COST
COSTCO WHSL CORP NEW
-$5.7M
84,919
-0%
增持
PEP
PEPSICO INC
+$5.7M
555,743
+1%
减持
ZTS
ZOETIS INC
-$5.7M
482,858
-1%
增持
INTU
INTUIT
+$5.5M
103,839
+25%
减持
JPM
JPMORGAN CHASE & CO.
+$5.5M
229,006
-1%
减持
GEV
GE VERNOVA INC
-$5.4M
7,850
-59%
增持
IJR
ISHARES TR
+$5.4M
393,541
+4%
减持
SPGI
S&P GLOBAL INC
-$5.4M
101,587
-2%
建仓
APLD
APPLIED DIGITAL CORP
+$5.3M
200
减持
IEX
IDEX CORP
-$5.3M
302,897
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.0M
45,210
-32%
增持
META
META PLATFORMS INC
+$4.7M
46,950
+16%
减持
GPC
GENUINE PARTS CO
+$4.4M
258,957
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$4.3M
320,202
-0%
减持
—
MEDTRONIC PLC
+$4.2M
590,276
-1%
清仓
—
HESS CORP
-$4.2M
0
-100%
增持
DHR
DANAHER CORPORATION
+$4.2M
664,705
+3%
减持
CVX
CHEVRON CORP NEW
+$4.2M
799,534
-5%
增持
HD
HOME DEPOT INC
+$4.1M
106,098
+0%
减持
NDSN
NORDSON CORP
+$4.1M
337,659
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$3.9M
88,653
+13%
增持
ADI
ANALOG DEVICES INC
+$3.8M
429,780
+1%
减持
ABT
ABBOTT LABS
-$3.8M
975,877
-1%
增持
MCD
MCDONALDS CORP
+$3.7M
317,788
+0%
减持
FHN
FIRST HORIZON CORPORATION
+$3.7M
3,119,409
-1%
建仓
MT
ARCELORMITTAL SA LUXEMBOURG
+$3.5M
224
增持
WM
WASTE MGMT INC DEL
-$3.5M
553,840
+1%
增持
GE
GE AEROSPACE
+$3.4M
76,656
+1%
增持
IVW
ISHARES TR
+$3.4M
177,929
+8%
增持
SYK
STRYKER CORPORATION
-$3.3M
209,934
+3%
减持
WMT
WALMART INC
+$3.2M
755,338
-1%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
-$2.9M
12,612
+0%
增持
IWN
ISHARES TR
+$2.9M
145,056
+1%
增持
AMAT
APPLIED MATLS INC
-$2.9M
24,251
+10%
增持
USMV
ISHARES TR
+$2.9M
1,276,772
+1%
增持
VUG
VANGUARD INDEX FDS
+$2.8M
26,569
+17%
增持
EFA
ISHARES TR
+$2.7M
510,353
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.6M
46,762
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.6M
1,119,338
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.6M
458,858
+18%
建仓
CSW
CSW INDUSTRIALS INC
+$2.5M
225
增持
SCHA
SCHWAB STRATEGIC TR
+$2.4M
705,013
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$2.3M
40,680
+12%
增持
IJH
ISHARES TR
+$2.2M
632,508
+0%
增持
ITT
ITT INC
+$2.2M
14,875
+449%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.2M
49,011
+43%
建仓
MUSA
MURPHY USA INC
+$2.1M
5,533
减持
AXP
AMERICAN EXPRESS CO
+$2.1M
162,328
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
91,368
+1%
增持
—
ARCH CAP GROUP LTD
+$2.0M
5,350
+1%
增持
CSX
CSX CORP
-$2.0M
102,050
+1%
增持
CTAS
CINTAS CORP
-$1.9M
150,809
+2%
减持
CMCSA
COMCAST CORP NEW
-$1.9M
148,762
-19%
增持
ARCC
ARES CAPITAL CORP
-$1.9M
129,013
+21%
增持
AVY
AVERY DENNISON CORP
+$1.8M
351,635
+12%
减持
DOV
DOVER CORP
-$1.7M
94,670
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.7M
31,592
+9%
增持
VBR
VANGUARD INDEX FDS
+$1.6M
86,615
+3%
增持
EFG
ISHARES TR
+$1.6M
136,717
+10%
减持
NEE
NEXTERA ENERGY INC
+$1.6M
357,124
-2%
清仓
FIX
COMFORT SYS USA INC
-$1.6M
0
-100%
增持
EFV
ISHARES TR
+$1.6M
238,225
+4%
增持
IYW
ISHARES TR
+$1.6M
58,301
+3%
建仓
CNQ
CANADIAN NAT RES LTD
+$1.6M
49,850
减持
PPG
PPG INDS INC
-$1.6M
15,211
-46%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.6M
96,531
+1%
减持
IWV
ISHARES TR
+$1.5M
63,175
-1%
减持
USB
US BANCORP DEL
-$1.5M
571,365
-11%
减持
COR
CENCORA INC
+$1.5M
388,269
-3%
增持
CAT
CATERPILLAR INC
+$1.5M
14,799
+3%
清仓
—
SAPIENS INTL CORP N V
-$1.4M
0
-100%
增持
NSC
NORFOLK SOUTHN CORP
+$1.4M
31,026
+1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.4M
28,930
-38%
减持
WSM
WILLIAMS SONOMA INC
-$1.4M
6,890
-59%
减持
VTI
VANGUARD INDEX FDS
+$1.4M
70,335
-1%
减持
HUBB
HUBBELL INC
+$1.4M
93,271
-2%
增持
IXN
ISHARES TR
+$1.4M
111,986
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
15,327
+44%
建仓
CTS
CTS CORP
+$1.3M
1,700
建仓
ACHR
ARCHER AVIATION INC
+$1.3M
3,055
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.3M
5
-29%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.3M
622,871
+2%
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$1.3M
72,027
增持
SLB
SCHLUMBERGER LTD
+$1.3M
45,659
+437%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.3M
36,722
+1%
增持
VB
VANGUARD INDEX FDS
+$1.3M
57,565
+2%
清仓
—
CHAMPIONX CORPORATION
-$1.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$1.2M
279,241
-0%
减持
PTC
PTC INC
-$1.2M
4,463
-64%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.2M
95,938
+1%
减持
IWP
ISHARES TR
+$1.2M
402,757
-1%
建仓
ACA
ARCOSA INC
+$1.2M
1,107
增持
SMMD
ISHARES TR
+$1.2M
36,623
+65%
清仓
GFF
GRIFFON CORP
-$1.2M
0
-100%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$1.2M
17,506
+31%
建仓
CROX
CROCS INC
+$1.1M
202
减持
PM
PHILIP MORRIS INTL INC
-$1.1M
55,044
-0%
增持
—
LINDE PLC
+$1.1M
12,612
+21%
增持
ICFI
ICF INTL INC
+$1.1M
26,901
+64%
