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Willis Johnson & Associates, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Willis Johnson & Associates, Inc.
报告期 2026-03-31 · CIK 0001853239
持仓数
197
前50大市值合计
$1.63B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 107 项
建仓 13
增持 56
减持 24
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
-$16.3M
1,734,179
+7%
增持
CVX
CHEVRON CORP NEW
+$15.3M
120,070
+843%
建仓
SHEL
SHELL PLC
+$9.2M
175,010
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
SPYV
SPDR SER TR
-$8.3M
3,069,844
+6%
增持
IJK
ISHARES TR
-$5.7M
501,624
+3%
增持
IJJ
ISHARES TR
-$4.6M
386,221
+3%
减持
IVW
ISHARES TR
-$4.4M
230,206
-4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$3.8M
775,888
+8%
增持
IJR
ISHARES TR
-$3.5M
233,529
+1%
增持
IVV
ISHARES TR
-$3.1M
43,557
+1%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$2.6M
382,143
+5%
减持
HYG
ISHARES TR
-$2.6M
288,224
-0%
减持
FLOT
ISHARES TR
-$2.3M
343,248
-11%
减持
IEV
ISHARES TR
-$2.3M
207,316
-6%
减持
IWD
ISHARES TR
-$1.9M
81,803
-2%
增持
—
EXXON MOBIL CORP
+$1.9M
80,452
+32%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
26,131
+140%
减持
IVE
ISHARES TR
-$1.8M
52,922
-10%
建仓
SHYD
VANECK ETF TRUST
+$1.5M
65,216
增持
IWF
ISHARES TR
-$1.2M
21,697
+1%
增持
SMB
VANECK ETF TRUST
+$1.2M
85,122
+476%
减持
EEM
ISHARES TR
-$1.1M
150,030
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.0M
1,161,384
+8%
减持
BP
BP PLC
-$995.0K
33,426
-49%
减持
IWM
ISHARES TR
-$924.0K
25,676
-0%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$865.0K
112,142
-14%
建仓
VOT
VANGUARD INDEX FDS
+$783.0K
4,463
减持
SUB
ISHARES TR
-$701.0K
68,465
-9%
增持
XLE
SELECT SECTOR SPDR TR
+$701.0K
29,167
+61%
减持
TSLA
TESLA INC
-$670.0K
1,465
-5%
建仓
VOE
VANGUARD INDEX FDS
+$665.0K
5,134
增持
VUG
VANGUARD INDEX FDS
-$662.0K
20,867
+13%
增持
AMZN
AMAZON COM INC
-$659.0K
9,079
+1723%
增持
PREF
PRINCIPAL EXCHANGE-TRADED FD
+$651.0K
160,184
+44%
减持
IJH
ISHARES TR
-$635.0K
14,187
-1%
增持
MBB
ISHARES TR
-$603.0K
261,138
+2%
建仓
VUSB
VANGUARD BD INDEX FDS
+$593.0K
12,052
增持
TLT
ISHARES TR
+$582.0K
59,036
+26%
清仓
SCHB
SCHWAB STRATEGIC TR
-$581.0K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$514.0K
10,293
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$504.0K
10,885
-31%
增持
AAPL
APPLE INC
-$494.0K
20,925
+9%
减持
NVDA
NVIDIA CORPORATION
-$462.0K
3,698
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$436.0K
6,517
+2%
建仓
SDY
SPDR SER TR
+$433.0K
3,644
减持
MUB
ISHARES TR
-$380.0K
22,000
-11%
减持
IEI
ISHARES TR
-$377.0K
125,297
-0%
建仓
SPYD
SPDR SER TR
+$376.0K
9,412
减持
IWB
ISHARES TR
-$365.0K
5,517
-9%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$355.0K
0
-100%
增持
FFIN
FIRST FINL BANKSHARES INC
-$334.0K
70,472
+0%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$332.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$323.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$300.0K
10,806
+71%
清仓
NFLX
NETFLIX INC
-$263.0K
0
-100%
增持
IPAC
ISHARES TR
-$252.0K
31,395
+1%
清仓
WFC
WELLS FARGO CO NEW
-$249.0K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$247.0K
1,390
清仓
HD
HOME DEPOT INC
-$246.0K
0
-100%
建仓
EXR
EXTRA SPACE STORAGE INC
+$245.0K
1,440
清仓
BND
VANGUARD BD INDEX FDS
-$240.0K
0
-100%
增持
IGM
ISHARES TR
+$234.0K
2,422
+96%
清仓
MMM
3M CO
-$230.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$226.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$224.0K
4,920
+2%
建仓
WM
WASTE MGMT INC DEL
+$222.0K
1,454
清仓
VXUS
VANGUARD STAR FDS
-$213.0K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$209.0K
0
-100%
建仓
TBT
PROSHARES TR
+$209.0K
8,000
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$207.0K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$206.0K
401
增持
EMB
ISHARES TR
+$178.0K
20,924
+27%
减持
AMD
ADVANCED MICRO DEVICES INC
-$172.0K
4,412
-5%
增持
PG
PROCTER AND GAMBLE CO
-$164.0K
22,597
+1%
增持
WMT
WALMART INC
-$158.0K
6,021
+1%
减持
DHR
DANAHER CORPORATION
-$150.0K
1,548
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$146.0K
2,845
+9%
增持
GOOG
ALPHABET INC
-$139.0K
254
+2%
增持
IEMG
ISHARES INC
+$134.0K
99,123
+16%
增持
HYD
VANECK ETF TRUST
-$132.0K
65,627
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$127.0K
7,566
+50%
增持
GOOGL
ALPHABET INC
-$119.0K
230
+3%
减持
UNP
UNION PAC CORP
-$112.0K
1,831
-1%
增持
IEF
ISHARES TR
-$105.0K
80,853
+4%
减持
IWR
ISHARES TR
-$105.0K
7,273
-1%
增持
META
META PLATFORMS INC
-$101.0K
1,986
+5%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$91.0K
36,576
+11%
减持
GOVT
ISHARES TR
-$69.0K
35,774
-4%
增持
VTI
VANGUARD INDEX FDS
-$60.0K
2,252
+6%
增持
IEFA
ISHARES TR
-$47.0K
5,079
+2%
减持
ABBV
ABBVIE INC
-$44.0K
3,016
-3%
增持
COST
COSTCO WHSL CORP NEW
-$43.0K
646
+5%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$41.0K
4,098
+1%
增持
PNC
PNC FINL SVCS GROUP INC
-$38.0K
2,104
+5%
增持
IEUR
ISHARES TR
-$36.0K
50,951
+17%
增持
T
AT&T INC
-$33.0K
13,267
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$30.0K
79,125
+4%
增持
SHY
ISHARES TR
-$29.0K
230,652
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$23.0K
13,943
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$19.0K
30,677
+3%
清仓
—
CHECK CAP LTD
-$19.0K
0
-100%
增持
—
OAKTREE SPECIALTY LENDING CO
-$11.0K
15,633
+2%
增持
STIP
ISHARES TR
+$9.0K
9,786
+4%
增持
PB
PROSPERITY BANCSHARES INC
-$3.0K
3,493
+1%
增持
CMBS
ISHARES TR
+$2.0K
16,985
+4%
增持
SO
SOUTHERN CO
-$1.0K
4,112
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.0K
8,418
+15%
