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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 122 项
建仓 13
增持 59
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$21.9M
2,201,179
+12%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$13.7M
1,023,358
+17%
增持
SPYV
SPDR SER TR
+$8.4M
3,351,420
+2%
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
VWO
VANGUARD INTL EQUITY INDEX F
+$6.5M
1,455,409
+8%
减持
IJR
ISHARES TR
-$3.8M
172,397
-20%
增持
IJK
ISHARES TR
+$3.2M
547,610
+4%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$2.0M
91,537
+54%
增持
SHEL
SHELL PLC
+$2.0M
191,190
+21%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
28,289
+15%
增持
MBB
ISHARES TR
+$1.8M
279,714
+5%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.5M
82,669
+59%
增持
HYG
ISHARES TR
+$1.5M
311,551
+4%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$1.4M
427,865
-0%
增持
AAPL
APPLE INC
+$1.0M
28,436
+1%
减持
IEV
ISHARES TR
+$1.0M
219,885
-0%
增持
SHY
ISHARES TR
+$999.6K
225,382
+4%
增持
IEI
ISHARES TR
+$962.3K
125,156
+4%
增持
TLT
ISHARES TR
+$949.4K
73,705
+6%
减持
BP
BP PLC
-$923.1K
32,556
-24%
减持
IVV
ISHARES TR
+$904.8K
34,591
-0%
增持
TSLA
TESLA INC
+$897.9K
7,869
+32%
增持
FLOT
ISHARES TR
+$826.7K
357,548
+5%
增持
VOT
VANGUARD INDEX FDS
+$820.0K
13,911
+32%
建仓
VYM
VANGUARD WHITEHALL FDS
+$812.2K
7,698
减持
NVDA
NVIDIA CORPORATION
+$684.4K
4,403
-13%
减持
IWM
ISHARES TR
-$666.3K
18,920
-18%
增持
IEF
ISHARES TR
+$634.2K
88,099
+4%
建仓
VBK
VANGUARD INDEX FDS
+$527.0K
2,435
减持
IVW
ISHARES TR
+$488.2K
189,214
-5%
减持
IJJ
ISHARES TR
+$483.0K
394,637
-1%
增持
SUB
ISHARES TR
+$458.4K
60,604
+7%
建仓
EOG
EOG RES INC
+$452.3K
3,946
减持
IWD
ISHARES TR
-$438.7K
74,546
-4%
减持
IWF
ISHARES TR
+$422.9K
20,031
-4%
建仓
IBDR
ISHARES TR
+$406.7K
17,140
建仓
—
ISHARES TR
+$403.3K
16,440
减持
IJH
ISHARES TR
-$389.7K
12,604
-14%
建仓
IBDS
ISHARES TR
+$343.6K
14,425
增持
MSFT
MICROSOFT CORP
+$312.4K
5,492
+4%
建仓
OXY
OCCIDENTAL PETE CORP
+$307.3K
4,922
增持
XLE
SELECT SECTOR SPDR TR
+$296.4K
35,154
+18%
增持
IEMG
ISHARES INC
+$288.9K
107,641
+1%
建仓
VBR
VANGUARD INDEX FDS
+$276.2K
1,740
减持
—
EXXON MOBIL CORP
-$249.8K
76,277
-2%
建仓
IBDT
ISHARES TR
+$248.2K
9,950
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$246.0K
0
-100%
增持
IEUR
ISHARES TR
+$245.9K
41,001
+2%
清仓
SLB
SCHLUMBERGER LTD
-$240.9K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$225.6K
6,483
建仓
—
CHAMPIONX CORPORATION
+$213.3K
7,862
建仓
IWR
ISHARES TR
+$212.8K
3,043
清仓
JNJ
JOHNSON & JOHNSON
-$210.1K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$209.6K
0
-100%
清仓
AMGN
AMGEN INC
-$206.4K
0
-100%
清仓
PFE
PFIZER INC
-$205.6K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$200.7K
520
增持
MUB
ISHARES TR
+$189.6K
18,214
+8%
增持
VNQ
VANGUARD INDEX FDS
+$188.7K
14,374
+18%
增持
VTV
VANGUARD INDEX FDS
-$177.3K
79,773
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$163.7K
40,614
+2%
减持
IVE
ISHARES TR
-$155.5K
45,697
-7%
减持
META
META PLATFORMS INC
+$151.1K
1,841
-7%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$142.8K
97,862
+1%
减持
IWB
ISHARES TR
-$131.9K
3,268
-21%
增持
SCHW
SCHWAB CHARLES CORP
-$123.5K
4,407
+4%
清仓
—
OAKTREE SPECIALTY LENDING CO
-$117.9K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$105.6K
8,904
+62%
增持
HYD
VANECK ETF TRUST
+$105.2K
76,714
+0%
减持
HD
HOME DEPOT INC
-$97.8K
890
-22%
增持
SHYD
VANECK ETF TRUST
+$96.3K
131,955
+3%
增持
VOE
VANGUARD INDEX FDS
+$95.4K
13,577
+6%
减持
VB
VANGUARD INDEX FDS
-$95.1K
2,073
-22%
增持
GOVT
ISHARES TR
+$94.5K
36,635
+9%
减持
IGM
ISHARES TR
+$82.0K
1,993
-6%
增持
IEFA
ISHARES TR
+$81.9K
5,093
+21%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$77.7K
101,779
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$76.5K
5,362
-10%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$68.2K
16,762
+0%
减持
IPAC
ISHARES TR
-$67.7K
32,095
-9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$67.1K
10,078
+7%
减持
EEM
ISHARES TR
+$64.9K
169,598
-3%
减持
UNP
UNION PAC CORP
-$62.9K
1,304
-17%
减持
DHR
DANAHER CORPORATION
-$59.3K
1,318
-11%
增持
SMB
VANECK ETF TRUST
+$58.1K
139,200
+2%
减持
VTI
VANGUARD INDEX FDS
+$54.7K
4,771
-1%
增持
FCX
FREEPORT-MCMORAN INC
+$49.8K
6,819
+13%
增持
PG
PROCTER AND GAMBLE CO
-$48.4K
23,226
+1%
清仓
—
LI-CYCLE HOLDINGS CORP
-$48.3K
0
-100%
减持
GOOGL
ALPHABET INC
+$47.1K
4,824
-6%
增持
EMB
ISHARES TR
+$44.7K
16,651
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$44.6K
23,654
+1%
减持
RPV
INVESCO EXCHANGE TRADED FD T
-$42.6K
2,672
-15%
减持
DGRO
ISHARES TR
-$41.9K
8,827
-9%
增持
PSX
PHILLIPS 66
+$40.4K
2,390
+23%
减持
SBUX
STARBUCKS CORP
-$38.9K
1,985
-20%
增持
PB
PROSPERITY BANCSHARES INC
-$37.9K
3,574
+1%
增持
—
HESS CORP
-$35.6K
4,623
+1%
增持
CEG
CONSTELLATION ENERGY CORP
-$31.8K
4,301
+0%
减持
WMT
WALMART INC
+$30.8K
6,010
-0%
减持
FTEC
FIDELITY COVINGTON TRUST
-$28.8K
2,983
-24%
清仓
—
EDGIO INC
-$28.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$25.0K
18,274
+9%
减持
VTEB
VANGUARD MUN BD FDS
+$23.9K
22,536
-0%
减持
DE
DEERE & CO
-$23.2K
748
-3%
减持
COST
COSTCO WHSL CORP NEW
+$21.7K
694
-2%
减持
NFLX
NETFLIX INC
+$20.6K
763
-7%
增持
CMBS
ISHARES TR
+$20.1K
19,680
+2%
增持
SO
SOUTHERN CO
+$18.8K
4,542
+9%
增持
ABBV
ABBVIE INC
+$15.1K
2,437
+5%
减持
AGG
ISHARES TR
-$14.5K
2,082
-9%
减持
AMZN
AMAZON COM INC
-$13.6K
7,188
-20%
增持
EXC
EXELON CORP
-$13.4K
16,927
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.7K
2,324
+2%
减持
VO
VANGUARD INDEX FDS
-$8.6K
1,720
-6%
减持
GOOG
ALPHABET INC
+$7.7K
4,413
-13%
增持
JPM
JPMORGAN CHASE & CO
+$7.7K
1,616
+7%
增持
FLTR
VANECK ETF TRUST
+$5.6K
11,561
+2%
增持
BAC
BANK AMERICA CORP
-$5.0K
13,658
+14%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.1K
2,479
-33%
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$1.6K
193,034
+1%
减持
T
AT&T INC
-$1.1K
12,881
-5%
增持
SPYD
SPDR SER TR
-$747
12,215
+4%
