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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 133 项
建仓 12
增持 65
减持 41
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$42.6M
103,959
+1560%
减持
VUSB
VANGUARD BD INDEX FDS
-$3.8M
68,679
-53%
增持
SPYV
SPDR SER TR
-$3.6M
3,521,640
+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。
建仓
MEAR
ISHARES U S ETF TR
+$2.8M
56,482
增持
LQD
ISHARES TR
+$2.3M
66,349
+62%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$2.3M
1,196,311
+3%
增持
IJJ
ISHARES TR
-$2.1M
396,404
+1%
减持
IVV
ISHARES TR
-$2.0M
30,634
-10%
增持
MBB
ISHARES TR
+$1.5M
544,363
+8%
增持
SHY
ISHARES TR
+$1.5M
277,646
+7%
增持
IEI
ISHARES TR
+$1.4M
173,208
+10%
增持
FLOT
ISHARES TR
+$1.3M
500,310
+5%
减持
IVW
ISHARES TR
-$1.2M
164,297
-7%
增持
BP
BP PLC
+$1.1M
69,198
+51%
增持
—
EXXON MOBIL CORP
+$1.0M
78,143
+3%
减持
VTV
VANGUARD INDEX FDS
-$892.2K
57,964
-7%
减持
VUG
VANGUARD INDEX FDS
-$871.8K
22,568
-9%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$792.3K
131,115
+24%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$730.1K
1,627,829
+5%
增持
IJR
ISHARES TR
-$728.3K
165,501
+1%
增持
TLT
ISHARES TR
-$698.4K
131,682
+10%
减持
IVE
ISHARES TR
-$681.0K
39,667
-6%
减持
TSLA
TESLA INC
-$675.9K
7,383
-23%
增持
AAPL
APPLE INC
-$650.4K
31,532
+1%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$623.8K
0
-100%
增持
SUB
ISHARES TR
+$595.7K
79,653
+9%
减持
IWD
ISHARES TR
-$589.2K
71,165
-1%
减持
IJH
ISHARES TR
-$578.4K
11,079
-13%
增持
XLE
SELECT SECTOR SPDR TR
+$540.0K
38,054
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$532.9K
60,642
+32%
增持
IEUR
ISHARES TR
+$495.6K
52,265
+31%
增持
HYD
VANECK ETF TRUST
+$485.2K
66,883
+23%
增持
CVX
CHEVRON CORP NEW
+$460.9K
21,390
+7%
减持
IWM
ISHARES TR
-$412.6K
15,000
-8%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$409.9K
2,921
增持
SPYG
SPDR SER TR
-$386.3K
2,270,571
+3%
增持
SMB
VANECK ETF TRUST
+$379.9K
167,869
+17%
减持
SHEL
SHELL PLC
+$368.1K
192,604
-3%
增持
MSFT
MICROSOFT CORP
+$362.9K
7,756
+27%
增持
VTI
VANGUARD INDEX FDS
+$350.7K
6,801
+37%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$336.7K
21,901
+58%
增持
VTEB
VANGUARD MUN BD FDS
+$276.1K
34,358
+25%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$274.2K
31,575
+21%
建仓
OIH
VANECK ETF TRUST
+$271.7K
788
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$269.6K
157,120
+12%
清仓
SCHW
SCHWAB CHARLES CORP
-$268.5K
0
-100%
减持
FFIN
FIRST FINL BANKSHARES INC
-$256.5K
69,380
-1%
减持
GOOG
ALPHABET INC
-$240.2K
2,540
-47%
减持
IWB
ISHARES TR
-$230.7K
2,816
-23%
清仓
SNPS
SYNOPSYS INC
-$230.6K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$229.5K
455
清仓
CROX
CROCS INC
-$225.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$218.9K
0
-100%
清仓
BA
BOEING CO
-$218.4K
0
-100%
建仓
ORCL
ORACLE CORP
+$217.5K
2,053
清仓
JNJ
JOHNSON & JOHNSON
-$214.2K
0
-100%
清仓
SYM
SYMBOTIC INC
-$214.1K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$209.7K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$208.5K
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$208.0K
0
-100%
清仓
IWR
ISHARES TR
-$207.7K
0
-100%
建仓
KRE
SPDR SER TR
+$205.2K
4,911
清仓
PB
PROSPERITY BANCSHARES INC
-$203.7K
0
-100%
清仓
AGG
ISHARES TR
-$203.5K
0
-100%
增持
IEV
ISHARES TR
-$203.2K
224,455
+4%
建仓
SCHR
SCHWAB STRATEGIC TR
+$200.4K
4,180
减持
VNQ
VANGUARD INDEX FDS
-$197.5K
14,748
-6%
增持
IJK
ISHARES TR
-$196.5K
583,262
+3%
增持
IEF
ISHARES TR
+$180.2K
134,888
+7%
减持
VOT
VANGUARD INDEX FDS
-$176.9K
12,881
-1%
减持
SHYD
VANECK ETF TRUST
-$171.6K
97,476
-5%
增持
GOVT
ISHARES TR
+$164.8K
48,552
+23%
减持
GOOGL
ALPHABET INC
-$163.4K
3,587
-32%
增持
OXY
OCCIDENTAL PETE CORP
+$161.6K
9,217
+24%
减持
PG
PROCTER AND GAMBLE CO
-$161.3K
23,434
-1%
增持
ABBV
ABBVIE INC
+$157.4K
3,227
+34%
增持
IPAC
ISHARES TR
+$127.3K
33,889
+11%
减持
SPY
SPDR S&P 500 ETF TR
-$120.0K
5,237
-2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$110.2K
459,269
+4%
增持
HYG
ISHARES TR
+$105.9K
231,592
+2%
减持
SCHF
SCHWAB STRATEGIC TR
-$102.7K
14,825
-13%
增持
IYW
ISHARES TR
+$99.4K
3,923
+37%
减持
META
META PLATFORMS INC
-$87.4K
1,520
-20%
减持
FCX
FREEPORT-MCMORAN INC
-$84.4K
5,438
-24%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$81.6K
101,434
+7%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$79.5K
119,700
+7%
增持
CEG
CONSTELLATION ENERGY CORP
+$76.9K
4,325
+0%
减持
WFC
WELLS FARGO CO NEW
-$75.4K
6,080
-20%
增持
VOO
VANGUARD INDEX FDS
+$71.8K
1,546
+18%
增持
VO
VANGUARD INDEX FDS
+$68.8K
1,505
+35%
增持
CMBS
ISHARES TR
+$68.6K
27,696
+8%
减持
SLB
SCHLUMBERGER LTD
+$68.4K
8,083
-1%
减持
DGRO
ISHARES TR
-$68.2K
4,457
-21%
减持
IGM
ISHARES TR
-$63.3K
1,544
-7%
减持
WMT
WALMART INC
-$61.4K
5,603
-8%
增持
EEM
ISHARES TR
-$59.9K
170,339
+3%
增持
IWF
ISHARES TR
-$57.1K
19,436
+2%
减持
EOG
EOG RES INC
-$55.2K
3,019
-21%
减持
AMD
ADVANCED MICRO DEVICES INC
-$52.5K
2,168
-10%
增持
HD
HOME DEPOT INC
+$47.0K
1,142
+19%
增持
EXC
EXELON CORP
-$44.9K
17,147
+1%
建仓
ARDX
ARDELYX INC
+$40.8K
10,000
增持
COP
CONOCOPHILLIPS
+$39.0K
2,238
+1%
减持
SO
SOUTHERN CO
-$38.5K
4,214
-5%
增持
NFLX
NETFLIX INC
-$36.4K
859
+5%
减持
PSX
PHILLIPS 66
+$34.9K
2,134
-8%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$33.2K
12,587
减持
AMZN
AMAZON COM INC
-$32.3K
7,923
-1%
减持
DE
DEERE & CO
-$30.9K
655
-5%
建仓
AUR
AURORA INNOVATION INC
+$29.4K
12,500
增持
VB
VANGUARD INDEX FDS
+$27.6K
2,045
+13%
清仓
LDI
LOANDEPOT INC
-$25.2K
0
-100%
减持
FTEC
FIDELITY COVINGTON TRUST
-$23.1K
2,985
-0%
建仓
TALK
TALKSPACE INC
+$23.0K
11,790
减持
DHR
DANAHER CORPORATION
-$22.4K
1,036
-11%
增持
IEMG
ISHARES INC
-$20.7K
107,558
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$20.1K
7,340
+0%
建仓
AKBA
AKEBIA THERAPEUTICS INC
+$19.9K
17,500
增持
SPYD
SPDR SER TR
-$19.8K
13,247
+1%
减持
UNP
UNION PAC CORP
-$17.3K
1,272
-6%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$16.9K
4,554
-1%
增持
VOE
VANGUARD INDEX FDS
-$16.8K
12,216
+5%
增持
PFF
ISHARES TR
+$14.8K
19,724
+5%
增持
IEFA
ISHARES TR
+$13.3K
5,419
+9%
增持
IUSB
ISHARES TR
-$11.3K
9,082
+1%
减持
—
HESS CORP
-$9.8K
3,939
-13%
增持
GLD
SPDR GOLD TR
-$9.3K
1,522
+0%
增持
BAC
BANK AMERICA CORP
+$9.2K
13,695
+7%
减持
QUAL
ISHARES TR
-$8.4K
2,439
-0%
增持
MUB
ISHARES TR
-$7.9K
29,281
+4%
增持
T
AT&T INC
+$5.2K
13,883
+9%
增持
FLTR
VANECK ETF TRUST
+$2.3K
12,883
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$212
2,324
-3%
