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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 79
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SER TR
-$22.4M
2,338,521
-2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$12.7M
1,542,512
+2%
增持
SHEL
SHELL PLC
+$6.3M
292,987
+21%
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
IJK
ISHARES TR
-$4.8M
647,630
+0%
增持
MBB
ISHARES TR
+$4.5M
567,327
+7%
增持
SPYV
SPDR SER TR
+$3.7M
4,133,351
+2%
增持
FRDM
EA SERIES TRUST
+$3.4M
941,414
+4%
增持
IEF
ISHARES TR
+$3.0M
322,923
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.7M
1,538,293
+1%
增持
BP
BP PLC
+$1.9M
313,552
+7%
增持
IJR
ISHARES TR
-$1.9M
198,215
+1%
增持
IJJ
ISHARES TR
-$1.9M
459,024
+1%
增持
SUB
ISHARES TR
+$1.8M
272,187
+7%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$1.8M
585,378
+2%
增持
TLT
ISHARES TR
+$1.6M
204,638
+5%
减持
IVW
ISHARES TR
-$1.5M
118,795
-4%
增持
IWD
ISHARES TR
+$1.5M
69,795
+11%
增持
IEV
ISHARES TR
+$1.4M
219,389
+0%
减持
TSLA
TESLA INC
-$1.4M
7,809
-8%
增持
FLOT
ISHARES TR
+$1.3M
452,046
+6%
增持
IEI
ISHARES TR
+$1.3M
227,247
+3%
增持
—
EXXON MOBIL CORP
+$1.1M
83,157
+1%
减持
MEAR
ISHARES U S ETF TR
-$1.0M
21,655
-49%
减持
VUG
VANGUARD INDEX FDS
-$1.0M
15,661
-6%
增持
ITM
VANECK ETF TRUST
+$991.1K
523,080
+6%
增持
AAPL
APPLE INC
-$928.5K
53,367
+5%
减持
VUSB
VANGUARD BD INDEX FDS
-$923.7K
4,664
-80%
增持
LQD
ISHARES TR
+$828.3K
160,803
+3%
增持
WMT
WALMART INC
+$582.1K
24,141
+42%
增持
VOT
VANGUARD INDEX FDS
+$511.7K
14,986
+21%
建仓
BINC
BLACKROCK ETF TRUST II
+$506.2K
9,664
减持
SPY
SPDR S&P 500 ETF TR
-$480.8K
5,969
-8%
建仓
NUE
NUCOR CORP
+$439.4K
3,652
增持
SPHY
SPDR SER TR
+$391.6K
682,339
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$387.6K
2,618
+18%
清仓
PTC
PTC INC
-$380.6K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$375.9K
1,304
减持
PFF
ISHARES TR
-$359.2K
15,266
-42%
增持
MSFT
MICROSOFT CORP
-$357.2K
7,990
+0%
减持
IWM
ISHARES TR
-$344.2K
13,240
-2%
增持
NVDA
NVIDIA CORPORATION
-$342.2K
41,506
+15%
减持
AGG
ISHARES TR
-$340.3K
4,473
-45%
增持
MLN
VANECK ETF TRUST
+$333.8K
518,612
+7%
增持
SPTL
SPDR SER TR
+$332.6K
35,332
+47%
增持
IWF
ISHARES TR
+$328.3K
21,496
+16%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$323.3K
104,307
+3%
建仓
AMGN
AMGEN INC
+$315.2K
1,012
增持
SCHR
SCHWAB STRATEGIC TR
+$303.9K
59,094
+23%
建仓
DYNF
BLACKROCK ETF TRUST
+$298.1K
6,114
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$293.3K
14,411
建仓
JNJ
JOHNSON & JOHNSON
+$293.1K
1,767
减持
VTV
VANGUARD INDEX FDS
-$289.0K
43,660
-6%
减持
IEUR
ISHARES TR
+$271.8K
50,939
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$260.1K
77,103
+1%
建仓
IBDU
ISHARES TR
+$251.2K
10,860
减持
COST
COSTCO WHSL CORP NEW
-$245.0K
539
-35%
建仓
SPDW
SPDR INDEX SHS FDS
+$241.7K
6,638
清仓
UNP
UNION PAC CORP
-$233.6K
0
-100%
清仓
CRM
SALESFORCE INC
-$226.6K
0
-100%
增持
IEMG
ISHARES INC
+$225.8K
76,503
+2%
清仓
AXON
AXON ENTERPRISE INC
-$224.7K
0
-100%
建仓
KO
COCA COLA CO
+$222.1K
3,101
建仓
SPYM
SPDR SER TR
+$219.7K
3,341
建仓
VV
VANGUARD INDEX FDS
+$219.5K
854
增持
IJH
ISHARES TR
-$219.4K
65,061
+1%
建仓
GE
GE AEROSPACE
+$218.3K
1,090
清仓
INTC
INTEL CORP
-$217.8K
0
-100%
建仓
EFA
ISHARES TR
+$213.3K
2,610
建仓
IBTG
ISHARES TR
+$210.6K
9,180
建仓
—
ISHARES TR
+$210.4K
9,002
清仓
PWR
QUANTA SVCS INC
-$209.8K
0
-100%
清仓
IWR
ISHARES TR
-$208.6K
0
-100%
建仓
MPLX
MPLX LP
+$206.6K
3,861
增持
VOO
VANGUARD INDEX FDS
+$206.1K
2,934
+21%
建仓
GILD
GILEAD SCIENCES INC
+$201.4K
1,797
减持
GOOG
ALPHABET INC
-$193.5K
5,257
-1%
增持
AMZN
AMAZON COM INC
-$179.5K
9,654
+5%
减持
IUSB
ISHARES TR
-$174.2K
4,499
-47%
增持
FXI
ISHARES TR
+$171.8K
12,078
+41%
减持
IGM
ISHARES TR
-$171.3K
7,341
-10%
增持
VOE
VANGUARD INDEX FDS
+$160.0K
13,709
+9%
清仓
—
ENLINK MIDSTREAM LLC
-$158.6K
0
-100%
增持
IEFA
ISHARES TR
+$142.5K
8,022
+21%
增持
MPC
MARATHON PETE CORP
+$140.2K
3,219
+37%
增持
META
META PLATFORMS INC
+$140.0K
1,342
+24%
增持
IPAC
ISHARES TR
+$119.4K
36,574
+4%
减持
SMB
VANECK ETF TRUST
-$115.3K
233,427
-3%
增持
GOOGL
ALPHABET INC
-$111.5K
3,762
+3%
增持
IBDT
ISHARES TR
+$104.5K
13,550
+42%
减持
AVGO
BROADCOM INC
-$102.2K
1,438
-3%
减持
SHY
ISHARES TR
+$100.5K
339,366
-1%
减持
CEG
CONSTELLATION ENERGY CORP
-$98.6K
4,390
-0%
减持
VB
VANGUARD INDEX FDS
-$93.6K
2,948
-5%
增持
SLB
SCHLUMBERGER LTD
+$93.4K
9,025
+22%
增持
SCHF
SCHWAB STRATEGIC TR
+$89.1K
35,087
+7%
增持
COP
CONOCOPHILLIPS
+$82.8K
3,222
+25%
减持
ABBV
ABBVIE INC
+$81.9K
3,257
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$81.1K
2,682
+1%
减持
HD
HOME DEPOT INC
-$80.6K
1,302
-9%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$75.8K
111,382
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$75.3K
7,649
+7%
减持
XLE
SELECT SECTOR SPDR TR
+$72.1K
26,273
-6%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$67.6K
17,175
-10%
增持
FTEC
FIDELITY COVINGTON TRUST
-$63.7K
2,735
+0%
减持
T
AT&T INC
+$63.6K
11,702
-0%
增持
LLY
ELI LILLY & CO
+$62.5K
421
+14%
减持
AMD
ADVANCED MICRO DEVICES INC
-$58.6K
2,563
-4%
增持
SHYD
VANECK ETF TRUST
+$57.4K
107,255
+2%
增持
VBK
VANGUARD INDEX FDS
-$55.5K
1,972
+0%
增持
IVV
ISHARES TR
-$54.5K
31,830
+4%
增持
VTI
VANGUARD INDEX FDS
-$53.3K
7,593
+3%
增持
QQQ
INVESCO QQQ TR
+$52.8K
1,000
+23%
增持
QUAL
ISHARES TR
+$49.5K
2,975
+15%
减持
GLD
SPDR GOLD TR
+$49.5K
1,728
-7%
减持
ORCL
ORACLE CORP
-$49.4K
1,794
-0%
增持
IYW
ISHARES TR
-$46.5K
3,676
+4%
减持
HYG
ISHARES TR
-$44.9K
2,755
-17%
增持
IVE
ISHARES TR
+$44.0K
34,280
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$43.9K
656
+11%
增持
VNQ
VANGUARD INDEX FDS
+$43.2K
15,192
+2%
增持
VXUS
VANGUARD STAR FDS
+$42.2K
4,494
+12%
增持
BAC
BANK AMERICA CORP
-$38.8K
20,859
+1%
减持
PG
PROCTER AND GAMBLE CO
+$37.1K
22,769
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$36.0K
10,584
-3%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$35.0K
7,329
+6%
增持
IWB
ISHARES TR
+$34.4K
2,251
+11%
减持
IAU
ISHARES GOLD TR
+$34.0K
4,149
-2%
减持
EMXC
ISHARES INC
-$33.8K
18,634
-3%
增持
BA
BOEING CO
+$33.7K
1,720
+17%
减持
SHOP
SHOPIFY INC
-$33.6K
2,405
-3%
增持
SO
SOUTHERN CO
+$32.5K
3,333
+0%
减持
V
VISA INC
+$31.8K
939
-0%
减持
VO
VANGUARD INDEX FDS
-$28.1K
1,294
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$26.5K
1,691
+31%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$24.4K
8,604
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$23.9K
4,976
-1%
减持
VBR
VANGUARD INDEX FDS
-$23.0K
1,611
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$22.6K
5,283
+4%
增持
CMBS
ISHARES TR
+$20.4K
15,164
+1%
减持
OXY
OCCIDENTAL PETE CORP
-$19.3K
7,085
-5%
增持
BSV
VANGUARD BD INDEX FDS
+$18.9K
9,036
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$18.7K
4,691
-6%
增持
EOG
EOG RES INC
+$17.6K
2,480
+1%
减持
—
HESS CORP
-$17.5K
3,746
-19%
增持
MTUM
ISHARES TR
+$17.1K
1,178
+10%
增持
MUB
ISHARES TR
+$13.8K
4,017
+4%
增持
KRE
SPDR SER TR
-$12.6K
4,053
+1%
增持
DGRO
ISHARES TR
+$11.6K
7,711
+2%
减持
CVX
CHEVRON CORP NEW
+$11.4K
23,463
-13%
减持
NFLX
NETFLIX INC
-$11.1K
1,030
-6%
