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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 93
减持 30
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SER TR
+$20.7M
2,305,384
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.1M
1,999,128
+5%
增持
BP
BP PLC
+$6.9M
291,087
+206%
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
SHEL
SHELL PLC
+$4.8M
272,805
+22%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$4.2M
1,429,676
+6%
增持
MBB
ISHARES TR
+$3.3M
503,275
+8%
增持
LQD
ISHARES TR
+$2.1M
292,030
+9%
增持
IVV
ISHARES TR
+$1.9M
32,559
+8%
增持
SHY
ISHARES TR
+$1.9M
324,170
+8%
增持
FLOT
ISHARES TR
+$1.8M
409,278
+9%
增持
IEI
ISHARES TR
+$1.6M
171,741
+9%
增持
AAPL
APPLE INC
+$1.3M
31,205
+2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$1.2M
526,229
+6%
增持
MEAR
ISHARES U S ETF TR
+$1.1M
62,072
+57%
增持
IJK
ISHARES TR
-$1.1M
617,123
+2%
增持
NVDA
NVIDIA CORPORATION
+$813.1K
45,183
+756%
增持
SUB
ISHARES TR
+$782.0K
235,106
+3%
建仓
SCHR
SCHWAB STRATEGIC TR
+$761.2K
15,607
减持
IVW
ISHARES TR
+$730.3K
136,079
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$667.9K
28,727
-17%
增持
EEM
ISHARES TR
+$508.4K
177,236
+3%
增持
IEFA
ISHARES TR
+$504.5K
13,178
+116%
建仓
SPYM
SPDR SER TR
+$496.3K
7,754
增持
ITM
VANECK ETF TRUST
+$485.2K
459,523
+4%
减持
IWF
ISHARES TR
+$451.3K
19,114
-1%
增持
TLT
ISHARES TR
+$444.8K
161,015
+6%
增持
AMZN
AMAZON COM INC
+$433.6K
9,133
+24%
减持
VTV
VANGUARD INDEX FDS
-$428.1K
49,904
-4%
增持
SPHY
SPDR SER TR
+$385.5K
792,764
+3%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$362.6K
122,864
+8%
清仓
CUT
INVESCO EXCH TRADED FD TR II
-$347.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$339.7K
22,978
-8%
增持
VOO
VANGUARD INDEX FDS
+$338.9K
3,319
+21%
增持
MSFT
MICROSOFT CORP
+$336.5K
8,917
+3%
建仓
IMCV
ISHARES TR
+$316.6K
4,508
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$301.9K
4,819
增持
SPY
SPDR S&P 500 ETF TR
+$298.6K
5,419
+7%
建仓
ILCV
ISHARES TR
+$290.0K
3,800
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$284.0K
130,524
-11%
增持
SPYV
SPDR SER TR
-$281.3K
3,820,444
+3%
减持
VUG
VANGUARD INDEX FDS
+$278.5K
18,423
-4%
清仓
KRE
SPDR SER TR
-$276.5K
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$273.1K
14,614
-27%
增持
IWD
ISHARES TR
-$273.1K
65,942
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$265.6K
72,321
+10%
增持
GOOGL
ALPHABET INC
+$261.8K
4,977
+17%
建仓
SPTL
SPDR SER TR
+$255.4K
9,384
清仓
JNJ
JOHNSON & JOHNSON
-$251.3K
0
-100%
清仓
RPV
INVESCO EXCHANGE TRADED FD T
-$238.3K
0
-100%
减持
IVE
ISHARES TR
-$238.1K
34,543
-1%
清仓
SYM
SYMBOTIC INC
-$234.0K
0
-100%
增持
MLN
VANECK ETF TRUST
+$231.2K
444,223
+4%
增持
IEF
ISHARES TR
+$229.4K
153,141
+3%
建仓
EMXC
ISHARES INC
+$228.7K
3,864
清仓
ENB
ENBRIDGE INC
-$226.2K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$223.0K
493
增持
VTI
VANGUARD INDEX FDS
+$219.1K
10,068
+6%
建仓
INTC
INTEL CORP
+$217.9K
7,034
建仓
FDX
FEDEX CORP
+$214.2K
714
清仓
VZ
VERIZON COMMUNICATIONS INC
-$213.2K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$212.8K
0
-100%
清仓
SHOP
SHOPIFY INC
-$210.5K
0
-100%
建仓
INTU
INTUIT
+$209.7K
319
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$207.8K
2,352
-15%
清仓
ITW
ILLINOIS TOOL WKS INC
-$207.1K
0
-100%
清仓
IWR
ISHARES TR
-$207.0K
0
-100%
清仓
PB
PROSPERITY BANCSHARES INC
-$205.3K
0
-100%
清仓
PTC
PTC INC
-$202.2K
0
-100%
增持
IJR
ISHARES TR
+$202.1K
186,057
+5%
建仓
PEP
PEPSICO INC
+$201.7K
1,223
增持
WMT
WALMART INC
+$201.3K
18,082
+6%
清仓
MSTR
MICROSTRATEGY INC
-$201.1K
0
-100%
清仓
LOW
LOWES COS INC
-$200.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$174.3K
649
+22%
增持
MPC
MARATHON PETE CORP
+$148.5K
2,250
+88%
增持
GOOG
ALPHABET INC
+$148.2K
3,394
+9%
增持
COST
COSTCO WHSL CORP NEW
+$141.6K
705
+13%
增持
—
SUPER MICRO COMPUTER INC
-$139.1K
756
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$135.0K
3,578
+22%
减持
IWM
ISHARES TR
-$128.4K
14,100
-1%
增持
QUAL
ISHARES TR
+$126.3K
3,172
+26%
减持
VOT
VANGUARD INDEX FDS
-$118.5K
12,457
-1%
减持
TSLA
TESLA INC
+$111.4K
7,221
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$110.9K
18,726
+20%
增持
NFLX
NETFLIX INC
+$108.0K
1,087
+6%
增持
IJH
ISHARES TR
+$105.4K
65,141
+7%
增持
VB
VANGUARD INDEX FDS
+$105.1K
2,415
+31%
增持
META
META PLATFORMS INC
+$101.9K
1,228
+15%
增持
CMBS
ISHARES TR
+$96.6K
19,377
+12%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$94.5K
6,342
+47%
增持
IEV
ISHARES TR
+$93.7K
219,635
+2%
增持
—
HESS CORP
+$92.1K
4,735
+19%
减持
IBDR
ISHARES TR
-$88.6K
13,440
-22%
增持
PG
PROCTER AND GAMBLE CO
+$84.8K
23,705
+1%
增持
—
EXXON MOBIL CORP
+$82.3K
84,436
+2%
减持
VXF
VANGUARD INDEX FDS
-$78.6K
2,402
-13%
增持
AMAT
APPLIED MATLS INC
+$70.2K
1,297
+13%
增持
CEG
CONSTELLATION ENERGY CORP
+$69.0K
4,355
+0%
增持
AVGO
BROADCOM INC
+$67.3K
229
+1%
减持
GLD
SPDR GOLD TR
-$65.6K
1,259
-23%
减持
UNP
UNION PAC CORP
-$64.8K
1,075
-14%
增持
GOVT
ISHARES TR
+$64.0K
49,789
+7%
增持
IYW
ISHARES TR
+$63.6K
4,057
+0%
增持
PFF
ISHARES TR
+$63.1K
26,155
+11%
增持
V
VISA INC
+$62.6K
1,537
+26%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$59.8K
3,327
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$54.7K
2,823
-1%
增持
—
ASML HOLDING N V
+$53.5K
351
+11%
增持
SLB
SCHLUMBERGER LTD
-$52.3K
8,178
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$51.7K
1,585
-4%
增持
SMB
VANECK ETF TRUST
+$51.2K
245,333
+1%
增持
IPAC
ISHARES TR
+$50.9K
34,971
+6%
减持
BA
BOEING CO
-$49.9K
2,070
-6%
减持
ABBV
ABBVIE INC
-$48.2K
3,188
-2%
增持
VOE
VANGUARD INDEX FDS
+$47.9K
13,016
+6%
增持
FTEC
FIDELITY COVINGTON TRUST
+$47.2K
3,001
+0%
增持
FCX
FREEPORT-MCMORAN INC
+$45.4K
7,995
+10%
减持
IEMG
ISHARES INC
+$45.2K
101,561
-3%
增持
XOP
SPDR SER TR
+$42.7K
2,222
+23%
增持
IUSB
ISHARES TR
+$41.5K
10,274
+11%
增持
OIH
VANECK ETF TRUST
+$41.0K
1,301
+18%
增持
ORCL
ORACLE CORP
+$37.6K
2,085
+2%
增持
DGRO
ISHARES TR
+$36.9K
5,178
+15%
减持
—
TRANSOCEAN LTD
-$36.5K
22,321
-10%
增持
CRM
SALESFORCE INC
+$35.3K
1,236
+32%
增持
SHYD
VANECK ETF TRUST
+$35.0K
112,195
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$34.8K
4,308
+17%
增持
IEUR
ISHARES TR
-$33.0K
47,732
+0%
减持
BAC
BANK AMERICA CORP
+$31.6K
23,266
-1%
减持
OXY
OCCIDENTAL PETE CORP
-$31.2K
12,194
-1%
增持
EOG
EOG RES INC
+$30.0K
2,427
+13%
增持
MUB
ISHARES TR
+$29.6K
4,313
+8%
增持
SO
SOUTHERN CO
+$25.1K
4,129
+0%
增持
WPC
WP CAREY INC
+$24.3K
4,598
+13%
增持
VGLT
VANGUARD SCOTTSDALE FDS
-$23.8K
23,168
+1%
增持
T
AT&T INC
+$22.2K
13,496
+1%
增持
MRK
MERCK & CO INC
+$20.8K
2,336
+15%
增持
SPYD
SPDR SER TR
+$19.0K
14,743
+5%
增持
VYM
VANGUARD WHITEHALL FDS
-$16.8K
7,073
+0%
减持
VO
VANGUARD INDEX FDS
-$16.6K
1,436
-2%
增持
COP
CONOCOPHILLIPS
-$14.8K
2,216
+5%
增持
HD
HOME DEPOT INC
-$14.8K
1,600
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$14.5K
398
+12%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.7K
584
-7%
减持
NVO
NOVO-NORDISK A S
+$13.6K
1,607
-4%
增持
BSV
VANGUARD BD INDEX FDS
+$13.1K
8,215
+2%
减持
—
VERTEX ENERGY INC
-$11.2K
17,784
-11%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$9.0K
4,830
+5%
减持
IWB
ISHARES TR
+$8.0K
1,896
-2%
增持
PSX
PHILLIPS 66
+$6.9K
2,142
+18%
