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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 122 项
建仓 42
增持 57
减持 11
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VV
VANGUARD INDEX FDS
+$297.0M
2,511,871
+57%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$79.9M
3,658,192
+47%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$39.0M
2,201,823
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。
+50%
增持
VB
VANGUARD INDEX FDS
+$15.6M
172,775
+51%
增持
SPY
SPDR S&P 500 ETF TR
+$13.1M
21,570
+778%
减持
MINT
PIMCO ETF TR
-$9.1M
1,199,071
-7%
增持
NVDA
NVIDIA CORPORATION
+$7.6M
48,178
+547%
增持
VNQ
VANGUARD INDEX FDS
+$6.5M
211,364
+59%
增持
—
HERBALIFE LTD
+$5.1M
414,500
+1156%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.1M
251,219
+150%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$3.9M
966,809
+45%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.8M
646,379
+29%
建仓
BLK
BLACKROCK INC
+$3.8M
3,539
建仓
QQQ
INVESCO QQQ TR
+$3.5M
5,650
建仓
IWB
ISHARES TR
+$2.7M
7,319
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.7M
83,659
+29%
建仓
RJF
RAYMOND JAMES FINL INC
+$2.7M
16,932
建仓
MCO
MOODYS CORP
+$2.6M
5,177
建仓
IWD
ISHARES TR
+$2.6M
12,276
减持
VTI
VANGUARD INDEX FDS
-$2.5M
169,315
-6%
增持
AAPL
APPLE INC
+$2.4M
23,254
+50%
建仓
MAR
MARRIOTT INTL INC NEW
+$2.3M
7,556
增持
IVV
ISHARES TR
+$2.2M
8,469
+59%
减持
SCHC
SCHWAB STRATEGIC TR
-$2.2M
741,684
-6%
增持
EEMS
ISHARES INC
+$1.9M
91,039
+45%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.7M
52,174
增持
SCHO
SCHWAB STRATEGIC TR
+$1.6M
168,497
+64%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.5M
6
+50%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.4M
83,767
+218%
增持
AMZN
AMAZON COM INC
+$1.3M
7,549
+290%
增持
GOOG
ALPHABET INC
+$1.2M
11,444
+19%
增持
PAYC
PAYCOM SOFTWARE INC
-$1.2M
25,091
+0%
建仓
TSLA
TESLA INC
+$1.2M
2,668
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.2M
46,185
+112%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.1M
191,573
+24%
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$1.0M
21,944
增持
IEFA
ISHARES TR
+$885.3K
18,313
+112%
增持
INTC
INTEL CORP
+$878.5K
30,627
+308%
增持
SCHH
SCHWAB STRATEGIC TR
+$847.1K
129,006
+51%
增持
VUG
VANGUARD INDEX FDS
+$823.8K
2,765
+153%
增持
SPYX
SPDR SERIES TRUST
+$805.3K
18,311
+349%
增持
TFI
SPDR SERIES TRUST
+$774.3K
46,752
+56%
增持
EWX
SPDR INDEX SHS FDS
+$744.3K
60,964
+26%
建仓
IWF
ISHARES TR
+$722.7K
1,527
建仓
VTV
VANGUARD INDEX FDS
+$714.9K
3,743
增持
GOOGL
ALPHABET INC
+$710.8K
5,332
+35%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$680.4K
17,854
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$662.2K
20,655
增持
VOO
VANGUARD INDEX FDS
+$568.0K
2,571
+51%
建仓
IVW
ISHARES TR
+$557.0K
4,519
建仓
KO
COCA COLA CO
+$523.0K
7,481
增持
MSFT
MICROSOFT CORP
+$522.1K
7,309
+26%
建仓
ACWI
ISHARES TR
+$516.9K
3,653
增持
ABBV
ABBVIE INC
+$473.8K
4,383
+92%
增持
JPM
JPMORGAN CHASE & CO.
+$419.1K
3,216
+64%
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$412.8K
4,472
建仓
DVN
DEVON ENERGY CORP NEW
+$392.3K
10,710
增持
SHM
SPDR SERIES TRUST
+$385.0K
26,483
+44%
建仓
SGOV
ISHARES TR
+$374.6K
3,732
建仓
IEMG
ISHARES INC
+$371.1K
5,521
增持
V
VISA INC
+$369.4K
2,525
+67%
建仓
BX
BLACKSTONE INC
+$358.8K
2,328
建仓
IJH
ISHARES TR
+$341.6K
5,175
清仓
HD
HOME DEPOT INC
-$338.3K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$337.7K
0
-100%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$334.4K
3,825
建仓
PM
PHILIP MORRIS INTL INC
+$326.9K
2,038
清仓
GBDC
GOLUB CAP BDC INC
-$321.2K
0
-100%
建仓
GOVT
ISHARES TR
+$318.4K
13,829
清仓
NEE
NEXTERA ENERGY INC
-$309.4K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$306.9K
1,433
增持
META
META PLATFORMS INC
+$282.5K
1,357
+63%
建仓
DIS
DISNEY WALT CO
+$274.3K
2,411
清仓
VO
VANGUARD INDEX FDS
-$268.8K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$263.4K
0
-100%
建仓
OKE
ONEOK INC NEW
+$260.4K
3,543
清仓
COST
COSTCO WHSL CORP NEW
-$260.1K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$259.1K
1,790
建仓
RTX
RTX CORPORATION
+$258.6K
1,410
增持
BXSL
BLACKSTONE SECD LENDING FD
+$248.0K
77,259
+13%
增持
GM
GENERAL MTRS CO
+$247.6K
11,633
+2%
建仓
SCHA
SCHWAB STRATEGIC TR
+$244.8K
8,595
清仓
JMBS
JANUS DETROIT STR TR
-$244.1K
0
-100%
建仓
AMGN
AMGEN INC
+$236.0K
721
增持
QUAL
ISHARES TR
+$235.9K
2,873
+67%
建仓
SHEL
SHELL PLC
+$234.0K
3,185
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$228.6K
2,060
清仓
T
AT&T INC
-$224.1K
0
-100%
清仓
LNC
LINCOLN NATL CORP IND
-$222.4K
0
-100%
建仓
NFLX
NETFLIX INC
+$219.0K
2,336
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$215.5K
3,669
建仓
MS
MORGAN STANLEY
+$213.2K
1,201
建仓
LMT
LOCKHEED MARTIN CORP
+$212.8K
440
建仓
SEMI
COLUMBIA ETF TR I
+$208.3K
6,800
清仓
MET
METLIFE INC
-$204.3K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$203.3K
0
-100%
建仓
NUBD
NUSHARES ETF TR
+$200.1K
8,951
增持
TTEC
TTEC HLDGS INC
+$194.5K
122,113
+67%
减持
WMT
WALMART INC
-$180.0K
3,049
-40%
建仓
ANGX
ANGEL STUDIOS INC
+$149.2K
31,942
减持
ITOT
ISHARES TR
-$115.1K
1,600
-34%
增持
ESGD
ISHARES TR
+$111.6K
17,190
+5%
增持
BGRN
ISHARES TR
+$108.1K
16,340
+16%
减持
AVGO
BROADCOM INC
-$99.8K
1,089
-25%
增持
ORCL
ORACLE CORP
-$94.4K
2,299
+19%
增持
PBD
INVESCO EXCH TRADED FD TR II
+$75.7K
22,306
+19%
增持
GS
GOLDMAN SACHS GROUP INC
+$72.8K
409
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.2K
1,931
+7%
增持
JNJ
JOHNSON & JOHNSON
+$60.9K
1,414
+13%
增持
COF
CAPITAL ONE FINL CORP
+$58.1K
1,367
+6%
减持
MRK
MERCK & CO INC
+$51.0K
3,566
-8%
增持
SHOP
SHOPIFY INC
+$47.8K
1,776
+11%
增持
QCOM
QUALCOMM INC
+$44.5K
4,340
+3%
减持
GILD
GILEAD SCIENCES INC
-$43.6K
2,311
-22%
减持
DHR
DANAHER CORPORATION
+$31.1K
1,071
-1%
增持
TGT
TARGET CORP
+$24.8K
2,351
+3%
减持
LLY
ELI LILLY & CO
-$20.1K
200
-35%
减持
—
EXXON MOBIL CORP
-$10.1K
9,262
-7%
增持
ITW
ILLINOIS TOOL WKS INC
-$6.7K
1,275
+4%
增持
ECL
ECOLAB INC
-$5.9K
3,814
+4%
增持
HON
HONEYWELL INTL INC
+$1.5K
1,077
+9%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$198
1,710
+4%
