小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 60
减持 70
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
+$68.3M
1,137,465
-4%
增持
IVV
ISHARES TR
+$51.6M
1,410,609
+3%
减持
—
EVEREST GROUP LTD
-$49.7M
19,809
-88%
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
CMG
CHIPOTLE MEXICAN GRILL INC
+$41.7M
1,144,240
+6523%
增持
CL
COLGATE PALMOLIVE CO
+$40.1M
581,053
+696%
增持
UMBF
UMB FINL CORP
+$39.1M
362,118
+1561%
减持
MSFT
MICROSOFT CORP
-$29.6M
828,230
-0%
增持
PG
PROCTER AND GAMBLE CO
-$22.6M
2,315,120
+0%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$20.8M
478,475
-19%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$20.6M
2,723,302
+8%
减持
AAPL
APPLE INC
+$19.1M
1,860,944
-3%
减持
DHR
DANAHER CORPORATION
+$18.6M
656,739
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$18.2M
130,618
-19%
减持
ZTS
ZOETIS INC
-$16.7M
428,831
-11%
减持
GOOG
ALPHABET INC
+$16.1M
254,649
-3%
减持
ADBE
ADOBE INC
-$15.9M
97,309
-31%
增持
ILOW
AB ACTIVE ETFS INC
+$14.2M
4,899,916
+7%
增持
IWR
ISHARES TR
+$13.3M
2,817,442
+5%
减持
ROP
ROPER TECHNOLOGIES INC
-$13.0M
152,529
-6%
增持
IJR
ISHARES TR
+$12.7M
494,632
+26%
减持
FHN
FIRST HORIZON CORPORATION
-$12.6M
2,424,295
-22%
增持
IWM
ISHARES TR
+$12.6M
282,631
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.5M
2,025,712
+6%
减持
ORCL
ORACLE CORP
-$12.4M
138,446
-1%
增持
AMZN
AMAZON COM INC
+$12.1M
930,535
+1%
减持
NDAQ
NASDAQ INC
+$11.6M
1,555,679
-1%
增持
V
VISA INC
+$11.5M
419,583
+6%
减持
WMB
WILLIAMS COS INC
-$11.4M
3,048,735
-1%
减持
LLY
ELI LILLY & CO
+$9.9M
35,489
-4%
减持
ADI
ANALOG DEVICES INC
+$9.7M
425,299
-1%
增持
AVY
AVERY DENNISON CORP
+$8.7M
361,605
+3%
减持
—
AXIS CAP HLDGS LTD
+$8.4M
1,171,996
-4%
减持
—
NVENT ELECTRIC PLC
-$7.9M
1,584,100
-8%
减持
HD
HOME DEPOT INC
-$7.7M
102,430
-3%
增持
ABT
ABBOTT LABS
-$7.2M
985,964
+1%
减持
CINF
CINCINNATI FINL CORP
+$7.0M
1,403,909
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.8M
381,510
-2%
增持
APO
APOLLO GLOBAL MGMT INC
+$6.4M
444,060
+2%
减持
IEX
IDEX CORP
-$6.4M
241,162
-20%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$6.2M
284,390
-1%
增持
AVGO
BROADCOM INC
+$6.2M
168,904
+7%
减持
APH
AMPHENOL CORP NEW
+$6.0M
1,051,869
-4%
减持
TJX
TJX COS INC NEW
+$5.9M
872,238
-2%
增持
INTU
INTUIT
+$5.9M
115,969
+12%
减持
COST
COSTCO WHSL CORP NEW
-$5.7M
84,532
-0%
增持
KO
COCA COLA CO
+$5.5M
1,493,460
+0%
减持
CVX
CHEVRON CORP NEW
-$5.4M
778,901
-3%
减持
TYL
TYLER TECHNOLOGIES INC
-$5.4M
5,548
-63%
增持
NVDA
NVIDIA CORPORATION
+$5.4M
430,258
+7%
减持
AXP
AMERICAN EXPRESS CO
+$5.4M
160,229
-1%
清仓
APLD
APPLIED DIGITAL CORP
-$5.3M
0
-100%
增持
HON
HONEYWELL INTL INC
-$5.3M
418,588
+1%
减持
USMV
ISHARES TR
-$5.3M
1,234,101
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.0M
32,166
-29%
减持
LNT
ALLIANT ENERGY CORP
-$4.8M
1,978,399
-0%
减持
AMAT
APPLIED MATLS INC
+$4.6M
22,440
-7%
增持
EFA
ISHARES TR
+$4.5M
542,662
+6%
增持
QQQ
INVESCO QQQ TR
+$4.4M
119,215
+4%
增持
ITW
ILLINOIS TOOL WKS INC
-$4.4M
321,267
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.3M
5,075,689
+1%
减持
AXON
AXON ENTERPRISE INC
-$4.2M
11,652
-23%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.1M
32,163
+2%
减持
WMT
WALMART INC
+$4.0M
734,990
-3%
增持
BKR
BAKER HUGHES COMPANY
+$3.6M
987,954
+16%
增持
SYK
STRYKER CORPORATION
-$3.6M
210,608
+0%
增持
QUAL
ISHARES TR
+$3.6M
488,614
+2%
减持
NDSN
NORDSON CORP
+$3.6M
333,522
-1%
清仓
MT
ARCELORMITTAL SA LUXEMBOURG
-$3.5M
0
-100%
建仓
IXUS
ISHARES TR
+$3.4M
40,665
增持
MSI
MOTOROLA SOLUTIONS INC
-$3.4M
46,870
+0%
减持
JNJ
JOHNSON & JOHNSON
+$3.4M
185,090
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.4M
96,403
+0%
增持
IYW
ISHARES TR
+$3.3M
73,793
+27%
减持
COR
CENCORA INC
+$3.3M
369,038
-5%
减持
AEP
AMERICAN ELEC PWR CO INC
+$3.2M
1,170,482
-0%
减持
—
ASML HOLDING N V
+$3.1M
96,236
-7%
增持
GDX
VANECK ETF TRUST
+$2.8M
195,610
+7%
减持
IWB
ISHARES TR
+$2.7M
1,403,281
-2%
增持
IWN
ISHARES TR
+$2.5M
155,544
+7%
清仓
CSW
CSW INDUSTRIALS INC
-$2.5M
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.5M
695,876
+12%
增持
VHT
VANGUARD WORLD FD
+$2.5M
45,234
+11%
减持
SPGI
S&P GLOBAL INC
+$2.5M
99,312
-2%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
31,063
+17%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$2.4M
49,319
清仓
CPNG
COUPANG INC
-$2.4M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$2.4M
87,452
-1%
减持
CSX
CSX CORP
+$2.3M
101,100
-1%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
73,139
+3%
增持
VBR
VANGUARD INDEX FDS
+$2.2M
95,786
+11%
减持
NOC
NORTHROP GRUMMAN CORP
-$2.2M
30,830
-5%
增持
IWP
ISHARES TR
-$2.1M
403,273
+0%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
281,823
+1%
减持
—
ARCH CAP GROUP LTD
-$2.0M
4,362
-18%
增持
SCHA
SCHWAB STRATEGIC TR
+$2.0M
761,887
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.0M
1,166,323
+4%
增持
CTAS
CINTAS CORP
-$2.0M
154,212
+2%
减持
DOV
DOVER CORP
+$1.9M
90,867
-4%
减持
CSL
CARLISLE COS INC
-$1.9M
130,507
-2%
减持
ARCC
ARES CAPITAL CORP
+$1.9M
118,580
-8%
增持
MRSH
MARSH & MCLENNAN COS INC
-$1.9M
486,150
+6%
建仓
BROS
DUTCH BROS INC
+$1.7M
28,304
减持
COIN
COINBASE GLOBAL INC
-$1.7M
15,138
-0%
清仓
—
UNILEVER PLC
-$1.7M
0
-100%
增持
IVW
ISHARES TR
+$1.7M
187,759
+6%
减持
MRK
MERCK & CO INC
+$1.7M
103,841
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$1.7M
91,163
+124%
减持
SPSC
SPS COMM INC
-$1.6M
14,355
-48%
建仓
UL
UNILEVER PLC
+$1.6M
23,966
减持
IWV
ISHARES TR
-$1.5M
57,938
-8%
减持
LKQ
LKQ CORP
-$1.5M
6,725
-88%
增持
EFV
ISHARES TR
+$1.5M
246,685
+4%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.4M
10,646
+582%
减持
CMCSA
COMCAST CORP NEW
-$1.4M
108,047
-27%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
10,525
+12%
增持
VGT
VANGUARD WORLD FD
+$1.4M
46,889
+3%
增持
EFG
ISHARES TR
+$1.4M
148,873
+9%
增持
PH
PARKER-HANNIFIN CORP
+$1.4M
3,879
+45%
增持
SLVP
ISHARES INC
+$1.4M
60,000
+134%
增持
CPRT
COPART INC
+$1.3M
51,493
+245%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$1.3M
6,823
-66%
减持
HWKN
HAWKINS INC
-$1.3M
9,498
-35%
减持
—
EXXON MOBIL CORP
+$1.3M
214,919
-1%
清仓
ACHR
ARCHER AVIATION INC
-$1.3M
0
-100%
清仓
CTS
CTS CORP
-$1.3M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.3M
18,101
-22%
减持
CSCO
CISCO SYS INC
+$1.3M
220,236
-4%
增持
VB
VANGUARD INDEX FDS
+$1.3M
61,622
+7%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.2M
18,366
清仓
ACA
ARCOSA INC
-$1.2M
0
-100%
增持
NOW
SERVICENOW INC
-$1.2M
41,664
+406%
清仓
CROX
CROCS INC
-$1.1M
0
-100%
清仓
COLD
AMERICOLD REALTY TRUST INC
-$1.1M
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$1.1M
19,134
-34%
减持
LYTS
LSI INDS INC OHIO
-$1.1M
90,563
-23%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
227,654
-1%
减持
NKE
NIKE INC
-$1.1M
65,723
-13%
减持
NEE
NEXTERA ENERGY INC
+$1.1M
349,627
-2%
减持
AMGN
AMGEN INC
+$1.1M
25,803
-1%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$1.1M
0
-100%
清仓
CW
CURTISS WRIGHT CORP
-$1.1M
0
-100%
清仓
ARHS
ARHAUS INC
-$1.1M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.1M
489,962
+7%
减持
CAT
CATERPILLAR INC
+$1.1M
14,165
-4%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$1.0M
4,945
-3%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$1.0M
8,111
+69%
清仓
—
CUSHMAN WAKEFIELD PLC
-$999.3K
0
-100%
清仓
ARGX
ARGENX SE
-$999.3K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$971.2K
73,523
+6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$965.0K
3,960
-81%
