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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 127 项
建仓 15
增持 59
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MBB
ISHARES TR
+$20.3M
501,729
+79%
增持
SPYG
SPDR SER TR
+$13.1M
2,212,518
+1%
增持
SPYV
SPDR SER TR
+$12.4M
3,445,951
+3%
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
VGK
VANGUARD INTL EQUITY INDEX F
+$9.2M
1,160,314
+13%
减持
HYG
ISHARES TR
-$6.6M
226,016
-27%
增持
FLOT
ISHARES TR
+$6.1M
474,530
+33%
增持
TLT
ISHARES TR
+$4.5M
120,238
+63%
建仓
LQD
ISHARES TR
+$4.4M
40,899
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.3M
1,551,058
+7%
增持
IEI
ISHARES TR
+$3.5M
158,069
+26%
增持
IEF
ISHARES TR
+$3.4M
126,027
+43%
增持
IJK
ISHARES TR
+$3.2M
564,418
+3%
增持
VUSB
VANGUARD BD INDEX FDS
+$3.1M
145,362
+76%
增持
SHY
ISHARES TR
+$2.5M
258,799
+15%
减持
VTV
VANGUARD INDEX FDS
-$2.1M
62,542
-22%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$1.8M
442,142
+3%
减持
IJJ
ISHARES TR
+$1.6M
393,195
-0%
清仓
EMB
ISHARES TR
-$1.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
6,261
+42%
增持
AAPL
APPLE INC
+$1.4M
31,185
+10%
增持
SUB
ISHARES TR
+$1.3M
73,024
+20%
减持
HYD
VANECK ETF TRUST
-$1.2M
54,474
-29%
增持
MUB
ISHARES TR
+$1.0M
28,205
+55%
增持
SHEL
SHELL PLC
+$1.0M
199,266
+4%
减持
IVV
ISHARES TR
+$919.6K
33,967
-2%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$900.2K
140,380
-27%
增持
TSLA
TESLA INC
+$891.0K
9,640
+23%
减持
SHYD
VANECK ETF TRUST
-$662.2K
102,200
-23%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$605.5K
112,220
+15%
建仓
VOO
VANGUARD INDEX FDS
+$535.3K
1,314
增持
MSFT
MICROSOFT CORP
+$502.6K
6,126
+12%
建仓
IUSB
ISHARES TR
+$408.3K
8,979
建仓
SLB
SCHLUMBERGER LTD
+$402.9K
8,202
增持
BP
BP PLC
+$386.9K
45,963
+41%
增持
SCHF
SCHWAB STRATEGIC TR
+$380.6K
17,004
+162%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$367.6K
94,952
+4%
减持
IWF
ISHARES TR
+$332.5K
18,994
-5%
减持
IJR
ISHARES TR
-$330.8K
163,974
-5%
建仓
QUAL
ISHARES TR
+$329.8K
2,445
建仓
IYW
ISHARES TR
+$312.3K
2,868
减持
IWM
ISHARES TR
-$311.7K
16,360
-14%
减持
IVW
ISHARES TR
+$302.5K
175,814
-7%
增持
AMZN
AMAZON COM INC
+$297.0K
7,974
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$283.8K
45,871
+13%
建仓
GLD
SPDR GOLD TR
+$270.2K
1,516
增持
CMBS
ISHARES TR
+$269.9K
25,708
+31%
减持
FFIN
FIRST FINL BANKSHARES INC
-$256.6K
70,175
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$234.9K
27,410
+22%
建仓
COP
CONOCOPHILLIPS
+$229.0K
2,211
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$225.7K
4,608
建仓
CROX
CROCS INC
+$225.0K
2,001
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$219.1K
13,836
-17%
建仓
BA
BOEING CO
+$218.4K
1,034
建仓
JNJ
JOHNSON & JOHNSON
+$214.2K
1,294
建仓
SYM
SYMBOTIC INC
+$214.1K
5,000
清仓
—
CHAMPIONX CORPORATION
-$213.3K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$209.7K
4,411
清仓
SBUX
STARBUCKS CORP
-$206.7K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$203.7K
11,682
-14%
减持
—
EXXON MOBIL CORP
-$196.1K
76,162
-0%
增持
IJH
ISHARES TR
+$188.0K
12,777
+1%
减持
EEM
ISHARES TR
-$168.1K
164,921
-3%
增持
CVX
CHEVRON CORP NEW
+$164.3K
19,993
+9%
减持
SPY
SPDR S&P 500 ETF TR
+$163.4K
5,321
-1%
增持
IWB
ISHARES TR
+$156.2K
3,661
+12%
增持
META
META PLATFORMS INC
+$153.4K
1,894
+3%
减持
DGRO
ISHARES TR
-$152.3K
5,608
-36%
减持
IVE
ISHARES TR
-$151.7K
42,083
-8%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$145.4K
106,044
+4%
增持
GOOGL
ALPHABET INC
+$132.4K
5,286
+10%
增持
OXY
OCCIDENTAL PETE CORP
+$129.1K
7,422
+51%
减持
COST
COSTCO WHSL CORP NEW
-$125.9K
407
-41%
增持
PG
PROCTER AND GAMBLE CO
+$125.8K
23,589
+2%
增持
VTI
VANGUARD INDEX FDS
+$120.3K
4,967
+4%
增持
VNQ
VANGUARD INDEX FDS
+$119.8K
15,717
+9%
减持
VO
VANGUARD INDEX FDS
-$118.2K
1,111
-35%
增持
GOOG
ALPHABET INC
+$116.1K
4,754
+8%
减持
IEMG
ISHARES INC
-$112.4K
104,268
-3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$112.0K
26,087
+10%
增持
NFLX
NETFLIX INC
+$96.9K
819
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$96.2K
2,386
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$84.9K
11,464
+14%
减持
IEV
ISHARES TR
-$82.2K
215,996
-2%
增持
WMT
WALMART INC
+$71.3K
6,091
+1%
减持
ABBV
ABBVIE INC
-$64.8K
2,402
-1%
减持
IPAC
ISHARES TR
-$58.7K
30,592
-5%
增持
CEG
CONSTELLATION ENERGY CORP
+$57.4K
4,314
+0%
增持
SMB
VANECK ETF TRUST
+$55.4K
143,858
+3%
减持
DHR
DANAHER CORPORATION
-$52.7K
1,165
-12%
增持
FTEC
FIDELITY COVINGTON TRUST
+$50.2K
2,986
+0%
增持
GOVT
ISHARES TR
+$48.8K
39,532
+8%
减持
IEUR
ISHARES TR
-$47.7K
39,899
-3%
减持
T
AT&T INC
-$44.7K
12,746
-1%
减持
IWD
ISHARES TR
+$43.1K
72,188
-3%
减持
VUG
VANGUARD INDEX FDS
-$39.0K
24,800
-12%
增持
SCHW
SCHWAB CHARLES CORP
+$37.7K
4,738
+8%
增持
HD
HOME DEPOT INC
+$35.4K
960
+8%
增持
FLTR
VANECK ETF TRUST
+$34.9K
12,813
+11%
减持
VBK
VANGUARD INDEX FDS
-$34.2K
2,145
-12%
减持
VB
VANGUARD INDEX FDS
-$34.0K
1,805
-13%
减持
VYM
VANGUARD WHITEHALL FDS
-$33.8K
7,339
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$32.5K
2,418
-2%
减持
DE
DEERE & CO
-$31.0K
686
-8%
增持
SNPS
SYNOPSYS INC
+$29.9K
530
+2%
减持
VBR
VANGUARD INDEX FDS
-$27.3K
1,505
-14%
减持
VOT
VANGUARD INDEX FDS
-$25.5K
13,052
-6%
减持
BAC
BANK AMERICA CORP
-$24.9K
12,748
-7%
减持
IGM
ISHARES TR
-$22.9K
1,663
-17%
减持
PSX
PHILLIPS 66
-$20.7K
2,323
-3%
增持
SPYD
SPDR SER TR
+$20.2K
13,063
+7%
增持
PB
PROSPERITY BANCSHARES INC
-$16.2K
3,606
+1%
增持
EXC
EXELON CORP
-$16.2K
17,008
+0%
减持
EOG
EOG RES INC
-$14.5K
3,826
-3%
减持
IBDT
ISHARES TR
-$14.2K
9,550
-4%
增持
UNP
UNION PAC CORP
+$13.8K
1,350
+4%
减持
IBDS
ISHARES TR
-$13.7K
14,050
-3%
增持
XLE
SELECT SECTOR SPDR TR
-$12.1K
35,724
+2%
减持
WFC
WELLS FARGO CO NEW
-$9.0K
7,587
-15%
建仓
—
EDGIO INC
+$8.9K
13,153
增持
FCX
FREEPORT-MCMORAN INC
+$8.2K
7,180
+5%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$5.2K
2,682
+0%
减持
IWR
ISHARES TR
-$5.1K
2,844
-7%
减持
IEFA
ISHARES TR
-$5.0K
4,969
-2%
减持
SO
SOUTHERN CO
-$4.8K
4,430
-2%
减持
AGG
ISHARES TR
-$4.0K
2,077
-0%
减持
JPM
JPMORGAN CHASE & CO
-$2.1K
1,434
-11%
减持
—
HESS CORP
+$603
4,505
-3%
