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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 72
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
FRDM
EA SERIES TRUST
+$31.3M
874,613
增持
SPYV
SPDR SER TR
+$22.3M
3,944,840
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$18.9M
1,433,671
-28%
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
SPYG
SPDR SER TR
+$10.8M
2,357,397
+2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$8.5M
1,461,585
+2%
增持
IJJ
ISHARES TR
+$5.9M
445,009
+3%
增持
AAPL
APPLE INC
+$5.1M
50,012
+60%
增持
IJK
ISHARES TR
+$3.8M
632,315
+2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$3.6M
543,803
+3%
增持
MBB
ISHARES TR
+$2.5M
508,203
+1%
增持
IJR
ISHARES TR
+$2.5M
190,828
+3%
增持
LQD
ISHARES TR
+$2.3M
297,136
+2%
增持
SUB
ISHARES TR
+$2.3M
252,870
+8%
增持
ITM
VANECK ETF TRUST
+$1.8M
486,833
+6%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$1.5M
130,750
+6%
减持
BP
BP PLC
-$1.4M
289,099
-1%
增持
SHEL
SHELL PLC
-$1.4M
277,396
+2%
减持
EEM
ISHARES TR
-$1.3M
137,059
-23%
增持
TLT
ISHARES TR
+$1.2M
162,683
+1%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.0M
34,787
+138%
增持
IEV
ISHARES TR
+$998.6K
223,543
+2%
增持
IEI
ISHARES TR
+$989.1K
174,074
+1%
增持
SHY
ISHARES TR
+$887.9K
329,000
+1%
减持
IEMG
ISHARES INC
-$853.3K
79,834
-21%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$846.2K
4,723
增持
MLN
VANECK ETF TRUST
+$755.2K
474,809
+7%
减持
—
EXXON MOBIL CORP
-$699.8K
76,954
-9%
增持
IEF
ISHARES TR
+$694.7K
153,245
+0%
增持
SPHY
SPDR SER TR
+$675.4K
793,818
+0%
减持
IWD
ISHARES TR
+$669.0K
64,141
-3%
减持
IVE
ISHARES TR
+$499.5K
34,421
-0%
清仓
SPYM
SPDR SER TR
-$496.3K
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$416.2K
48,240
-3%
增持
SCHR
SCHWAB STRATEGIC TR
+$404.8K
23,042
+48%
建仓
QQQ
INVESCO QQQ TR
+$386.9K
793
增持
VEA
VANGUARD TAX-MANAGED FDS
+$334.0K
74,003
+2%
增持
FLOT
ISHARES TR
+$331.2K
416,169
+2%
减持
IEFA
ISHARES TR
-$329.3K
8,045
-39%
减持
TSLA
TESLA INC
+$318.7K
6,681
-7%
减持
IVV
ISHARES TR
+$313.0K
31,432
-3%
增持
SPTL
SPDR SER TR
+$310.2K
19,457
+107%
减持
—
SUPER MICRO COMPUTER INC
-$305.5K
754
-0%
建仓
WFC
WELLS FARGO CO NEW
+$304.1K
5,383
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$301.9K
0
-100%
增持
MEAR
ISHARES U S ETF TR
+$278.2K
67,398
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$277.8K
5,624
+4%
增持
WMT
WALMART INC
+$270.6K
18,513
+2%
减持
VUG
VANGUARD INDEX FDS
-$267.7K
17,250
-6%
增持
IJH
ISHARES TR
+$266.3K
65,442
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$264.9K
4,373
+0%
建仓
CAT
CATERPILLAR INC
+$260.3K
665
清仓
WPC
WP CAREY INC
-$253.1K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$250.9K
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$242.1K
7,105
建仓
JNJ
JOHNSON & JOHNSON
+$241.3K
1,489
建仓
MS
MORGAN STANLEY
+$239.7K
2,299
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$231.3K
7,946
建仓
DFUV
DIMENSIONAL ETF TRUST
+$230.2K
5,521
建仓
UFPT
UFP TECHNOLOGIES INC
+$229.6K
725
清仓
NVO
NOVO-NORDISK A S
-$229.4K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$229.3K
875
清仓
EMXC
ISHARES INC
-$228.7K
0
-100%
建仓
SHOP
SHOPIFY INC
+$223.8K
2,793
增持
PG
PROCTER AND GAMBLE CO
+$222.3K
23,855
+1%
减持
IWM
ISHARES TR
+$221.3K
13,953
-1%
建仓
IAU
ISHARES GOLD TR
+$219.0K
4,407
清仓
FDX
FEDEX CORP
-$214.2K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$213.6K
12,623
+1%
建仓
IWR
ISHARES TR
+$213.5K
2,422
建仓
PWR
QUANTA SVCS INC
+$209.6K
703
增持
VB
VANGUARD INDEX FDS
+$206.6K
3,090
+28%
建仓
GE
GE AEROSPACE
+$205.8K
1,092
增持
META
META PLATFORMS INC
+$205.6K
1,441
+17%
建仓
SWK
STANLEY BLACK & DECKER INC
+$204.4K
1,856
建仓
NOW
SERVICENOW INC
+$202.3K
226
增持
VTI
VANGUARD INDEX FDS
+$201.5K
10,223
+2%
增持
GLD
SPDR GOLD TR
+$200.8K
1,940
+54%
增持
CVX
CHEVRON CORP NEW
+$193.8K
25,721
+12%
减持
IWF
ISHARES TR
+$191.9K
19,072
-0%
减持
NVDA
NVIDIA CORPORATION
-$181.7K
44,468
-2%
增持
INTC
INTEL CORP
+$181.3K
17,014
+142%
减持
VOE
VANGUARD INDEX FDS
+$178.7K
12,743
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$168.0K
3,362
+1%
增持
AMZN
AMAZON COM INC
+$166.3K
10,365
+13%
减持
OXY
OCCIDENTAL PETE CORP
-$164.9K
11,713
-4%
减持
IEUR
ISHARES TR
+$151.6K
47,103
-1%
减持
VNQ
VANGUARD INDEX FDS
+$139.3K
15,228
-5%
增持
HD
HOME DEPOT INC
+$131.8K
1,684
+5%
增持
NFLX
NETFLIX INC
+$130.8K
1,219
+12%
减持
CMBS
ISHARES TR
-$119.6K
16,149
-17%
减持
IPAC
ISHARES TR
+$111.8K
33,830
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$109.3K
28,577
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$91.8K
2,279
-3%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$91.8K
4,550
-28%
增持
AMD
ADVANCED MICRO DEVICES INC
+$89.5K
3,337
+18%
减持
BA
BOEING CO
-$86.7K
1,908
-8%
减持
XOP
SPDR SER TR
-$82.1K
1,833
-18%
增持
UNH
UNITEDHEALTH GROUP INC
+$72.3K
632
+8%
建仓
SAN
BANCO SANTANDER S.A.
+$72.2K
14,153
增持
VYM
VANGUARD WHITEHALL FDS
+$68.1K
7,075
+0%
增持
MSFT
MICROSOFT CORP
+$67.7K
9,419
+6%
减持
GOOG
ALPHABET INC
-$67.0K
3,323
-2%
减持
PSX
PHILLIPS 66
-$64.6K
1,809
-16%
增持
IWB
ISHARES TR
+$64.0K
1,998
+5%
减持
ABBV
ABBVIE INC
+$63.1K
3,088
-3%
增持
—
ASML HOLDING N V
-$59.3K
360
+3%
减持
SCHF
SCHWAB STRATEGIC TR
-$59.3K
16,055
-14%
增持
GOVT
ISHARES TR
+$55.3K
50,281
+1%
增持
AGG
ISHARES TR
+$53.8K
4,434
+9%
减持
SLB
SCHLUMBERGER LTD
-$52.5K
7,947
-3%
减持
ORCL
ORACLE CORP
+$52.4K
2,036
-2%
减持
BAC
BANK AMERICA CORP
-$50.8K
22,039
-5%
减持
SHYD
VANECK ETF TRUST
-$47.8K
108,363
-3%
增持
PFF
ISHARES TR
+$47.2K
26,253
+0%
增持
CRM
SALESFORCE INC
+$45.7K
1,327
+7%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$45.2K
124,029
-5%
增持
AMAT
APPLIED MATLS INC
-$44.0K
1,298
+0%
减持
MUB
ISHARES TR
-$43.9K
3,826
-11%
增持
UNP
UNION PAC CORP
+$43.3K
1,163
+8%
增持
LLY
ELI LILLY & CO
+$43.0K
712
+10%
增持
BSV
VANGUARD BD INDEX FDS
+$42.1K
8,542
+4%
增持
GOOGL
ALPHABET INC
-$40.6K
5,221
+5%
减持
IVW
ISHARES TR
-$39.4K
131,106
-4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$39.4K
5,458
+13%
减持
VOO
VANGUARD INDEX FDS
-$38.6K
3,072
-7%
增持
COST
COSTCO WHSL CORP NEW
+$37.8K
719
+2%
增持
VO
VANGUARD INDEX FDS
+$37.3K
1,459
+2%
减持
HYG
ISHARES TR
-$36.9K
3,600
-15%
增持
DE
DEERE & CO
+$36.3K
567
+6%
减持
DGRO
ISHARES TR
-$34.5K
4,208
-19%
增持
VXF
VANGUARD INDEX FDS
+$33.1K
2,410
+0%
增持
FCX
FREEPORT-MCMORAN INC
+$32.1K
8,426
+5%
增持
IMCV
ISHARES TR
+$29.7K
4,519
+0%
减持
—
TRANSOCEAN LTD
-$24.8K
22,254
-0%
增持
IUSB
ISHARES TR
+$23.3K
10,355
+1%
增持
MTUM
ISHARES TR
+$22.0K
1,252
+5%
增持
PEP
PEPSICO INC
+$21.4K
1,312
+7%
减持
EOG
EOG RES INC
-$21.0K
2,315
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.2K
1,697
+7%
增持
INTU
INTUIT
+$17.1K
365
+14%
减持
VBK
VANGUARD INDEX FDS
-$16.1K
1,970
-9%
减持
V
VISA INC
-$15.9K
1,409
-8%
减持
IYW
ISHARES TR
-$15.5K
3,925
-3%
减持
QUAL
ISHARES TR
-$14.3K
2,941
-7%
增持
OIH
VANECK ETF TRUST
-$13.9K
1,401
+8%
减持
JPM
JPMORGAN CHASE & CO.
-$13.2K
3,369
-6%
减持
GS
GOLDMAN SACHS GROUP INC
+$11.7K
474
-4%
减持
VXUS
VANGUARD STAR FDS
+$11.1K
4,326
-3%
减持
FTEC
FIDELITY COVINGTON TRUST
+$8.4K
2,998
-0%
增持
MRK
MERCK & CO INC
+$7.8K
2,616
+12%
