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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 68
减持 56
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$46.6M
5,278
-95%
增持
LQD
ISHARES TR
+$20.4M
267,479
+238%
建仓
SPHY
SPDR SER TR
+$18.0M
768,561
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。
减持
HYG
ISHARES TR
-$17.9M
4,195
-98%
增持
SPYV
SPDR SER TR
+$16.5M
3,722,350
+2%
减持
SPYG
SPDR SER TR
+$11.8M
2,243,033
-4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$11.1M
1,354,626
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.1M
1,899,744
+10%
增持
IJK
ISHARES TR
+$7.8M
607,670
+1%
清仓
NIO
NIO INC
-$6.4M
0
-100%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$3.2M
497,255
+4%
增持
IJJ
ISHARES TR
+$2.6M
415,016
+2%
增持
SUB
ISHARES TR
+$1.8M
227,236
+9%
增持
—
EXXON MOBIL CORP
+$1.8M
82,915
+6%
增持
SHEL
SHELL PLC
+$1.6M
222,733
+10%
增持
MBB
ISHARES TR
+$1.5M
464,178
+6%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.3M
20,117
-57%
增持
BP
BP PLC
+$1.2M
94,975
+42%
增持
SHY
ISHARES TR
+$1.2M
299,942
+6%
增持
ITM
VANECK ETF TRUST
+$1.2M
442,471
+7%
减持
IVV
ISHARES TR
+$1.0M
30,184
-3%
增持
FLOT
ISHARES TR
+$889.9K
375,009
+4%
增持
IJR
ISHARES TR
+$857.8K
177,731
+2%
减持
AAPL
APPLE INC
-$821.8K
30,620
-3%
增持
IWF
ISHARES TR
+$799.2K
19,333
+3%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$776.4K
114,053
+7%
增持
MSFT
MICROSOFT CORP
+$727.6K
8,673
+12%
增持
IEI
ISHARES TR
+$660.2K
157,623
+5%
增持
MLN
VANECK ETF TRUST
+$641.5K
427,684
+11%
减持
TSLA
TESLA INC
-$610.0K
7,496
-3%
增持
—
SUPER MICRO COMPUTER INC
+$554.0K
751
+4%
增持
MEAR
ISHARES U S ETF TR
+$494.0K
39,606
+33%
建仓
COST
COSTCO WHSL CORP NEW
+$457.7K
625
增持
IEF
ISHARES TR
+$450.6K
149,084
+5%
减持
VTI
VANGUARD INDEX FDS
-$437.8K
9,519
-22%
增持
BAC
BANK AMERICA CORP
+$405.4K
23,569
+63%
增持
PG
PROCTER AND GAMBLE CO
+$383.3K
23,573
+0%
增持
JPM
JPMORGAN CHASE & CO
+$356.9K
2,939
+116%
减持
IWD
ISHARES TR
+$354.7K
65,759
-5%
增持
IJH
ISHARES TR
+$347.9K
61,024
+404%
增持
TLT
ISHARES TR
+$325.2K
151,481
+7%
增持
OXY
OCCIDENTAL PETE CORP
+$312.6K
12,306
+51%
建仓
—
ASML HOLDING N V
+$305.3K
315
建仓
AVGO
BROADCOM INC
+$300.6K
227
增持
CEG
CONSTELLATION ENERGY CORP
+$296.4K
4,345
+0%
建仓
MRK
MERCK & CO INC
+$268.5K
2,035
建仓
ORCL
ORACLE CORP
+$256.8K
2,045
建仓
MPC
MARATHON PETE CORP
+$241.8K
1,200
建仓
RPV
INVESCO EXCHANGE TRADED FD T
+$238.3K
2,694
建仓
AMAT
APPLIED MATLS INC
+$236.0K
1,145
清仓
HYD
VANECK ETF TRUST
-$235.9K
0
-100%
减持
IEV
ISHARES TR
+$232.5K
214,361
-3%
减持
SMB
VANECK ETF TRUST
-$229.1K
242,039
-5%
建仓
WPC
WP CAREY INC
+$228.8K
4,055
建仓
ENB
ENBRIDGE INC
+$226.2K
6,252
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$223.7K
1,645
建仓
MTUM
ISHARES TR
+$222.9K
1,190
建仓
NVO
NOVO-NORDISK A S
+$215.8K
1,681
建仓
VZ
VERIZON COMMUNICATIONS INC
+$213.2K
5,082
建仓
ITW
ILLINOIS TOOL WKS INC
+$207.1K
772
建仓
IWR
ISHARES TR
+$207.0K
2,462
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$205.8K
354
建仓
PTC
PTC INC
+$202.2K
1,070
建仓
MSTR
MICROSTRATEGY INC
+$201.1K
118
建仓
LOW
LOWES COS INC
+$200.0K
785
减持
IVW
ISHARES TR
+$189.9K
140,484
-10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$189.6K
2,840
+30%
增持
LLY
ELI LILLY & CO
+$184.2K
531
+35%
减持
VOT
VANGUARD INDEX FDS
+$170.0K
12,631
-1%
增持
NFLX
NETFLIX INC
+$165.6K
1,030
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$164.3K
65,946
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$157.1K
5,068
-3%
增持
SHYD
VANECK ETF TRUST
+$151.8K
110,433
+5%
增持
HD
HOME DEPOT INC
+$148.8K
1,474
+23%
增持
GOOGL
ALPHABET INC
+$140.1K
4,271
+18%
清仓
—
ETF MANAGERS TR
-$114.1K
0
-100%
增持
BA
BOEING CO
+$112.7K
2,211
+84%
减持
CVX
CHEVRON CORP NEW
+$98.7K
24,939
-3%
增持
WMT
WALMART INC
+$90.1K
17,003
+187%
减持
AMZN
AMAZON COM INC
+$89.9K
7,387
-10%
减持
VOE
VANGUARD INDEX FDS
+$87.7K
12,251
-3%
减持
ABBV
ABBVIE INC
+$87.0K
3,267
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$86.1K
3,326
-1%
减持
IEUR
ISHARES TR
+$80.4K
47,559
-2%
增持
CRM
SALESFORCE INC
+$80.0K
937
+22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$74.0K
2,770
-20%
减持
VUG
VANGUARD INDEX FDS
-$72.4K
19,210
-11%
增持
V
VISA INC
+$71.1K
1,221
+18%
减持
GLD
SPDR GOLD TR
-$67.2K
1,635
-23%
增持
FCX
FREEPORT-MCMORAN INC
+$66.3K
7,297
+12%
减持
JNJ
JOHNSON & JOHNSON
-$66.0K
1,589
-21%
减持
IVE
ISHARES TR
-$64.1K
34,931
-8%
减持
XOP
SPDR SER TR
-$62.0K
1,811
-28%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$61.8K
22,960
+9%
增持
IEFA
ISHARES TR
+$57.7K
6,100
+9%
增持
CMBS
ISHARES TR
+$57.6K
17,263
+7%
减持
IPAC
ISHARES TR
+$56.4K
33,014
-3%
增持
IYW
ISHARES TR
+$56.3K
4,049
+1%
增持
VXUS
VANGUARD STAR FDS
+$55.1K
4,438
+21%
减持
PSX
PHILLIPS 66
+$52.0K
1,809
-1%
增持
GOOG
ALPHABET INC
+$46.6K
3,116
+3%
增持
IGM
ISHARES TR
+$46.4K
8,216
+457%
增持
SPYD
SPDR SER TR
+$45.7K
14,103
+5%
减持
—
TRANSOCEAN LTD
-$43.3K
24,821
-21%
增持
VBK
VANGUARD INDEX FDS
+$42.8K
2,170
+0%
减持
IEMG
ISHARES INC
+$40.7K
104,483
-1%
减持
VYM
VANGUARD WHITEHALL FDS
+$39.9K
7,072
-3%
增持
FTEC
FIDELITY COVINGTON TRUST
+$37.5K
3,000
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$37.1K
15,597
+1%
增持
EXC
EXELON CORP
+$35.3K
17,480
+1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$34.7K
3,689
-13%
减持
XLE
SELECT SECTOR SPDR TR
-$33.4K
34,809
-12%
增持
VNQ
VANGUARD INDEX FDS
+$33.3K
15,614
+5%
减持
—
HESS CORP
+$33.1K
3,973
-0%
减持
QUAL
ISHARES TR
+$31.6K
2,527
-3%
增持
VXF
VANGUARD INDEX FDS
+$31.2K
2,762
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$28.2K
629
+17%
建仓
—
VERTEX ENERGY INC
+$28.0K
20,034
减持
IWM
ISHARES TR
-$27.2K
14,214
-5%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$25.7K
146,673
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$23.8K
8,048
+4%
减持
VO
VANGUARD INDEX FDS
+$23.0K
1,458
-1%
减持
COP
CONOCOPHILLIPS
+$22.8K
2,108
-0%
增持
SYM
SYMBOTIC INC
-$22.6K
5,200
+4%
增持
VBR
VANGUARD INDEX FDS
+$22.6K
1,552
+2%
减持
GOVT
ISHARES TR
-$22.6K
46,541
-1%
减持
VTV
VANGUARD INDEX FDS
+$21.4K
51,782
-8%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
-$18.2K
12,594
+0%
减持
DGRO
ISHARES TR
+$17.5K
4,502
-1%
减持
META
META PLATFORMS INC
-$16.4K
1,065
-29%
减持
MUB
ISHARES TR
-$16.2K
3,996
-3%
减持
IWB
ISHARES TR
+$15.9K
1,931
-6%
减持
VOO
VANGUARD INDEX FDS
+$15.1K
2,748
-8%
增持
AGG
ISHARES TR
+$14.8K
4,001
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$12.9K
4,595
+6%
增持
IUSB
ISHARES TR
+$11.8K
9,281
+4%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$11.7K
4,316
-2%
减持
UNP
UNION PAC CORP
-$11.6K
1,253
-4%
减持
SO
SOUTHERN CO
-$10.9K
4,114
-6%
减持
DE
DEERE & CO
-$10.3K
492
-7%
增持
SHOP
SHOPIFY INC
+$9.7K
2,728
+6%
增持
KRE
SPDR SER TR
-$9.5K
5,499
+1%
减持
EEM
ISHARES TR
-$8.5K
171,374
-2%
减持
PFF
ISHARES TR
+$8.3K
23,644
-2%
减持
QQQ
INVESCO QQQ TR
-$7.6K
479
-11%
减持
SLB
SCHLUMBERGER LTD
+$7.1K
7,993
-4%
减持
T
AT&T INC
+$6.5K
13,392
-2%
清仓
—
EDGIO INC
-$4.4K
0
-100%
增持
PB
PROSPERITY BANCSHARES INC
-$4.4K
3,120
+1%
减持
EOG
EOG RES INC
+$1.5K
2,155
-5%
