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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 102 项
建仓 7
增持 56
减持 33
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CVX
CHEVRON CORP NEW
-$15.0M
16,397
-86%
增持
SPYV
SPDR SER TR
-$6.0M
3,102,901
+1%
增持
VTV
VANGUARD INDEX FDS
+$5.7M
74,118
+184%
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
SPYG
SPDR SER TR
+$3.7M
1,882,649
+9%
减持
IJR
ISHARES TR
-$3.2M
210,920
-10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.1M
1,239,753
+7%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.9M
50,447
+319%
减持
MBB
ISHARES TR
-$1.9M
257,689
-1%
减持
IVW
ISHARES TR
-$1.7M
210,574
-9%
减持
SHY
ISHARES TR
-$1.7M
214,613
-7%
减持
IVV
ISHARES TR
-$1.6M
41,644
-4%
减持
SUB
ISHARES TR
-$1.6M
54,458
-20%
减持
VUG
VANGUARD INDEX FDS
-$1.4M
15,110
-28%
增持
SHYD
VANECK ETF TRUST
+$1.4M
130,364
+100%
减持
IEI
ISHARES TR
-$1.3M
119,576
-5%
增持
VOT
VANGUARD INDEX FDS
+$1.2M
11,878
+166%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$1.2M
402,009
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.1M
863,512
+11%
清仓
STIP
ISHARES TR
-$993.0K
0
-100%
增持
IJJ
ISHARES TR
-$956.0K
394,521
+2%
增持
SMB
VANECK ETF TRUST
+$949.0K
144,615
+70%
减持
HYD
VANECK ETF TRUST
-$829.0K
54,176
-17%
减持
IWD
ISHARES TR
-$829.0K
81,111
-1%
减持
IVE
ISHARES TR
-$761.0K
50,686
-4%
增持
TLT
ISHARES TR
-$693.0K
59,420
+1%
增持
IEV
ISHARES TR
+$690.0K
252,757
+22%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$599.0K
97,187
+23%
减持
IWM
ISHARES TR
-$553.0K
23,012
-10%
增持
IPAC
ISHARES TR
+$547.0K
45,450
+45%
增持
AAPL
APPLE INC
+$546.0K
24,652
+18%
增持
VOE
VANGUARD INDEX FDS
+$538.0K
9,878
+92%
增持
IEMG
ISHARES INC
+$510.0K
125,006
+26%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$507.0K
10,115
-67%
减持
MUB
ISHARES TR
-$484.0K
18,092
-18%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$472.0K
103,318
-8%
增持
IEF
ISHARES TR
-$441.0K
81,574
+1%
建仓
VB
VANGUARD INDEX FDS
+$436.0K
2,549
清仓
SDY
SPDR SER TR
-$433.0K
0
-100%
减持
IJK
ISHARES TR
-$389.0K
501,093
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$384.0K
18,663
+81%
增持
PG
PROCTER AND GAMBLE CO
-$377.0K
22,749
+1%
建仓
BAC
BK OF AMERICA CORP
+$368.0K
12,197
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$363.0K
186,384
+16%
增持
HYG
ISHARES TR
-$361.0K
292,133
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$359.0K
20,780
+49%
减持
IEUR
ISHARES TR
-$341.0K
49,316
-3%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$332.0K
3,650
建仓
FLTR
VANECK ETF TRUST
+$287.0K
11,572
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$267.0K
16,380
+50%
清仓
EXR
EXTRA SPACE STORAGE INC
-$245.0K
0
-100%
减持
EMB
ISHARES TR
-$242.0K
19,433
-7%
减持
FLOT
ISHARES TR
-$232.0K
336,240
-2%
增持
SHEL
SHELL PLC
-$231.0K
179,265
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$231.0K
32,176
+10%
清仓
WM
WASTE MGMT INC DEL
-$222.0K
0
-100%
建仓
ITOT
ISHARES TR
+$214.0K
2,694
增持
TSLA
TESLA INC
+$211.0K
4,515
+208%
清仓
TBT
PROSHARES TR
-$209.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$209.0K
889
清仓
UNH
UNITEDHEALTH GROUP INC
-$206.0K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$204.0K
5,067
增持
FFIN
FIRST FINL BANKSHARES INC
+$191.0K
70,716
+0%
增持
—
EXXON MOBIL CORP
+$176.0K
80,928
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$174.0K
5,519
-27%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$168.0K
36,423
-0%
增持
IWF
ISHARES TR
-$166.0K
21,765
+0%
增持
BP
BP PLC
+$165.0K
38,999
+17%
增持
EEM
ISHARES TR
+$149.0K
176,744
+18%
增持
SPY
SPDR S&P 500 ETF TR
-$125.0K
6,533
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$112.0K
1,469
-30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$111.0K
2,496
-12%
减持
IGM
ISHARES TR
-$104.0K
2,205
-9%
减持
ABBV
ABBVIE INC
-$103.0K
2,673
-11%
减持
GOVT
ISHARES TR
-$103.0K
33,022
-8%
增持
NVDA
NVIDIA CORPORATION
-$84.0K
3,926
+6%
增持
AMZN
AMAZON COM INC
+$77.0K
9,214
+1%
增持
GOOG
ALPHABET INC
-$76.0K
4,994
+1866%
增持
T
AT&T INC
-$70.0K
13,533
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$66.0K
4,270
-3%
增持
CMBS
ISHARES TR
+$61.0K
19,148
+13%
减持
META
META PLATFORMS INC
-$60.0K
1,916
-4%
增持
WMT
WALMART INC
+$60.0K
6,104
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$49.0K
4,049
+6%
增持
IJH
ISHARES TR
+$48.0K
14,857
+5%
增持
IWB
ISHARES TR
-$42.0K
5,597
+1%
减持
JNJ
JOHNSON & JOHNSON
-$42.0K
1,258
-9%
减持
IWR
ISHARES TR
-$34.0K
7,013
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$29.0K
8,826
+5%
增持
SPYD
SPDR SER TR
+$28.0K
11,401
+21%
增持
MSFT
MICROSOFT CORP
-$27.0K
5,310
+8%
增持
GOOGL
ALPHABET INC
-$25.0K
4,976
+2063%
增持
UNP
UNION PAC CORP
-$20.0K
1,902
+4%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$20.0K
4,126
+1%
增持
PFF
ISHARES TR
-$20.0K
18,588
+0%
增持
VNQ
VANGUARD INDEX FDS
-$11.0K
12,149
+12%
增持
IEFA
ISHARES TR
-$10.0K
5,478
+8%
增持
SO
SOUTHERN CO
-$10.0K
4,163
+1%
减持
COST
COSTCO WHSL CORP NEW
-$6.0K
644
-0%
减持
DHR
DANAHER CORPORATION
+$6.0K
1,542
-0%
增持
VTI
VANGUARD INDEX FDS
-$5.0K
2,342
+4%
增持
PB
PROSPERITY BANCSHARES INC
-$3.0K
3,520
+1%
增持
—
OAKTREE SPECIALTY LENDING CO
-$1.0K
16,821
+8%
