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Johnson Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Johnson Financial Group, LLC
报告期 2026-03-31 · CIK 0001706327
持仓数
185
前50大市值合计
$1.44B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 71 项
建仓 10
增持 19
减持 6
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
VV
Vanguard Large-Cap ETF
-$10.9M
1,185,880
+2%
建仓
MSTR
MicroStrategy Inc
+$8.4M
17,325
清仓
BRK/B
Berkshire Hathaway Inc Class B
-$7.3M
0
-100%
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。
建仓
—
Carnival Corp
+$7.0M
345,800
减持
MINT
PIMCO Enhanced Short Maturity Strategy
-$3.8M
484,849
-6%
增持
SHOP
Shopify Inc Cl A
+$3.6M
5,684
+3689%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$3.0M
1,827,276
+3%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$2.8M
523,698
+21%
清仓
SCHA
Schwab U.S. Small-Cap ETF
-$2.1M
0
-100%
清仓
SCHE
Schwab Emerging Markets Equity ETF
-$2.0M
0
-100%
增持
VTI
Vanguard Total Stock Market ETF
-$1.8M
168,709
+1%
减持
VNQ
Vanguard REIT ETF
-$1.6M
193,102
-0%
增持
—
Exxon Mobil Corporation
+$1.4M
19,824
+371%
增持
SCHC
Schwab International Small-Cap ETF
-$1.3M
746,604
+3%
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$1.0M
250,000
清仓
AR
Antero Resources Corp
-$875.0K
0
-100%
增持
SQ
Square Inc Cl A
+$871.0K
40,421
+42%
增持
AAPL
Apple Inc
+$740.0K
9,396
+85%
建仓
—
Wts Super Group Sghc Ltd
+$719.0K
250,000
增持
VB
Vanguard Small-Cap ETF
+$707.0K
184,389
+8%
清仓
—
Interpublic Group of Companies, Inc
-$685.0K
0
-100%
清仓
JPM
JPMorgan Chase & Co
-$667.0K
0
-100%
清仓
—
Eaton Corporation PLC
-$604.0K
0
-100%
建仓
SPY
SPDR Nuveen Blmbg Barclays Muni Bd ETF
+$600.0K
12,523
清仓
PSA
Public Storage
-$588.0K
0
-100%
清仓
TFI
SPDR Nuveen Blmbg Barclays Muni Bd ETF
-$567.0K
0
-100%
清仓
CCI
Crown Castle International Corp
-$562.0K
0
-100%
清仓
HD
Home Depot Inc
-$559.0K
0
-100%
建仓
TSLA
Tesla Motors Inc
+$527.0K
489
清仓
MS
Morgan Stanley
-$495.0K
0
-100%
清仓
PEP
PepsiCo Inc
-$485.0K
0
-100%
清仓
EMR
Emerson Electric Co
-$484.0K
0
-100%
清仓
DUK
Duke Energy Corporation
-$448.0K
0
-100%
减持
BWX
SPDR Barclays Capital International Treasury Bond ETF
-$409.0K
24,880
-33%
清仓
MCD
McDonald's Corporation
-$409.0K
0
-100%
清仓
MRK
Merck & Co Inc New
-$408.0K
0
-100%
清仓
—
Garmin, Ltd.
-$391.0K
0
-100%
清仓
PFE
Pfizer Inc
-$371.0K
0
-100%
建仓
IVT
InvenTrust Properties Corp.
+$369.0K
11,984
清仓
SYY
Sysco Corporation
-$363.0K
0
-100%
清仓
MGM
MGM Resorts International
-$359.0K
0
-100%
清仓
JNJ
Johnson & Johnson
-$359.0K
0
-100%
减持
CSCO
Cisco Systems
-$338.0K
3,899
-55%
清仓
MAR
Marriott International, Inc. Class A
-$337.0K
0
-100%
清仓
CME
CME Group Inc
-$329.0K
0
-100%
增持
EEMS
iShares MSCI Emerging Markets Small-Cap
-$317.0K
162,283
+2%
清仓
AMGN
Amgen Inc
-$313.0K
0
-100%
清仓
GT
Goodyear Tire & Rubber Co
-$304.0K
0
-100%
清仓
LMT
Lockheed Martin Corporation
-$302.0K
0
-100%
清仓
OXY
Occidental Petroleum Corporation
-$288.0K
0
-100%
清仓
T
AT&T Inc
-$271.0K
0
-100%
增持
MSFT
Microsoft Corp
+$266.0K
2,217
+78%
清仓
—
Royal Caribbean Cruises Ltd
-$246.0K
0
-100%
清仓
—
Stellantis NV
-$239.0K
0
-100%
清仓
—
Norwegian Cruise Line Holdings Ltd
-$229.0K
0
-100%
建仓
DNABW
Wts Ginkgo Bioworks Holdings
+$220.0K
250,000
清仓
XT
iShares Exponential Technologies ETF
-$214.0K
0
-100%
清仓
—
Accenture PLC
-$208.0K
0
-100%
建仓
GLD
SPDR Gold Shares
+$208.0K
1,150
建仓
ABBV
Abbvie Inc
+$203.0K
1,253
增持
ECL
Ecolab, Inc
-$202.0K
3,507
+0%
清仓
BAC
Bank of America Corp
-$201.0K
0
-100%
清仓
DE
Deere & Co
-$200.0K
0
-100%
减持
DFAC
DFA TA US Core Equity 2
-$173.0K
12,446
-30%
减持
DBC
PowerShares DB Commodity ETF
+$107.0K
40,735
-11%
增持
AMZN
Amazon.com Inc
-$104.0K
1,579
+0%
增持
VEU
Vanguard FTSE All-World ex-U.S ETF
-$17.0K
10,079
+3%
增持
VSS
Vanguard FTSE All-World ex-U.S Small Cap ETF
-$15.0K
2,345
+3%
增持
SCHR
Schwab Intermediate-Term US Trs ETF
+$7.0K
6,444
+8%
增持
ICLN
iShares Global Clean Energy ETF
+$6.0K
18,039
+0%
增持
SCHO
Schwab Short-Term U.S. Treasury ETF
+$6.0K
4,346
+6%