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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 79
减持 49
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SERIES TRUST
+$44.8M
2,441,746
+4%
增持
SPYV
SPDR SERIES TRUST
+$18.8M
4,392,930
+6%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$14.8M
1,588,040
+3%
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
VWO
VANGUARD INTL EQUITY INDEX F
+$11.0M
1,630,927
+6%
增持
IJK
ISHARES TR
+$8.2M
683,375
+6%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$6.9M
600,010
+2%
增持
FRDM
EA SERIES TRUST
+$6.7M
982,672
+4%
增持
ITM
VANECK ETF TRUST
+$4.7M
626,341
+20%
清仓
PG
PROCTER AND GAMBLE CO
-$3.9M
0
-100%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$3.4M
134,189
+29%
增持
IJJ
ISHARES TR
+$3.1M
470,118
+2%
增持
IVW
ISHARES TR
+$2.8M
125,732
+6%
增持
IJR
ISHARES TR
+$2.8M
215,002
+8%
建仓
VTEB
VANGUARD MUN BD FDS
+$2.1M
42,808
增持
WMT
WALMART INC
+$2.0M
42,626
+77%
增持
IVV
ISHARES TR
+$2.0M
32,100
+1%
增持
IWD
ISHARES TR
+$1.9M
77,351
+11%
增持
IWF
ISHARES TR
+$1.8M
22,419
+4%
增持
IEI
ISHARES TR
+$1.5M
238,207
+5%
减持
SHEL
SHELL PLC
-$1.5M
283,582
-3%
减持
NVDA
NVIDIA CORPORATION
+$1.5M
37,798
-9%
增持
MBB
ISHARES TR
+$1.2M
579,796
+2%
增持
IEF
ISHARES TR
+$1.2M
334,137
+3%
减持
—
EXXON MOBIL CORP
-$1.2M
81,030
-3%
增持
IVE
ISHARES TR
+$1.1M
39,071
+14%
减持
AAPL
APPLE INC
-$1.0M
52,857
-1%
增持
VOT
VANGUARD INDEX FDS
+$958.3K
16,261
+9%
增持
SUB
ISHARES TR
+$826.5K
278,065
+2%
增持
BP
BP PLC
-$781.6K
327,876
+5%
增持
MUB
ISHARES TR
+$725.8K
11,001
+174%
增持
VOE
VANGUARD INDEX FDS
+$725.0K
17,790
+30%
增持
IEMG
ISHARES INC
+$724.2K
80,844
+6%
增持
MEAR
ISHARES U S ETF TR
+$721.4K
35,991
+66%
减持
CVX
CHEVRON CORP NEW
-$705.7K
22,484
-4%
减持
VUG
VANGUARD INDEX FDS
+$683.7K
14,807
-5%
建仓
HYD
VANECK ETF TRUST
+$630.8K
12,563
增持
JPM
JPMORGAN CHASE & CO.
+$614.7K
4,754
+53%
减持
VTV
VANGUARD INDEX FDS
-$595.5K
39,302
-10%
建仓
GLDM
WORLD GOLD TR
+$594.3K
9,071
减持
MLN
VANECK ETF TRUST
-$585.2K
499,315
-4%
增持
SHY
ISHARES TR
+$572.7K
345,745
+2%
减持
MSFT
MICROSOFT CORP
+$560.5K
7,157
-10%
增持
SPHY
SPDR SERIES TRUST
+$541.0K
694,177
+2%
增持
CEG
CONSTELLATION ENERGY CORP
+$536.9K
4,406
+0%
增持
LQD
ISHARES TR
+$516.3K
164,163
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$492.9K
6,520
+39%
减持
XLE
SELECT SECTOR SPDR TR
-$488.4K
23,191
-12%
增持
TLT
ISHARES TR
+$486.1K
216,593
+6%
减持
EEM
ISHARES TR
+$476.2K
127,457
-2%
减持
IEV
ISHARES TR
+$446.4K
208,931
-5%
增持
FLOT
ISHARES TR
+$428.8K
460,717
+2%
减持
NFLX
NETFLIX INC
+$416.2K
1,028
-0%
清仓
UNH
UNITEDHEALTH GROUP INC
-$343.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$341.7K
9,930
+3%
增持
IEUR
ISHARES TR
+$340.9K
51,433
+1%
减持
ABBV
ABBVIE INC
-$340.1K
1,844
-43%
减持
SMB
VANECK ETF TRUST
-$328.4K
212,711
-9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$325.9K
74,462
-3%
建仓
AXON
AXON ENTERPRISE INC
+$317.1K
383
建仓
VTES
VANGUARD WELLINGTON FD
+$315.9K
3,130
减持
TSLA
TESLA INC
+$306.3K
7,335
-6%
增持
SHYD
VANECK ETF TRUST
+$306.0K
120,328
+12%
增持
VB
VANGUARD INDEX FDS
+$284.0K
3,957
+34%
建仓
SYM
SYMBOTIC INC
+$279.7K
7,200
建仓
PWR
QUANTA SVCS INC
+$271.1K
717
清仓
IBDU
ISHARES TR
-$251.2K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$244.6K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$234.3K
7,637
+1%
增持
IEFA
ISHARES TR
+$232.0K
10,049
+25%
减持
IJH
ISHARES TR
+$226.8K
64,868
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$225.4K
2,406
-8%
建仓
ISRG
INTUITIVE SURGICAL INC
+$223.8K
412
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$217.7K
0
-100%
清仓
HYG
ISHARES TR
-$217.3K
0
-100%
建仓
—
VERONA PHARMA PLC
+$216.1K
2,285
减持
SPY
SPDR S&P 500 ETF TR
+$215.7K
5,754
-4%
清仓
EFA
ISHARES TR
-$213.3K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$210.3K
3,517
建仓
NET
CLOUDFLARE INC
+$207.8K
1,061
清仓
MPLX
MPLX LP
-$206.6K
0
-100%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$201.6K
5,624
清仓
GILD
GILEAD SCIENCES INC
-$201.4K
0
-100%
增持
ORCL
ORACLE CORP
+$175.6K
1,950
+9%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$163.4K
7,350
+0%
增持
IGM
ISHARES TR
+$161.0K
7,358
+0%
减持
IWM
ISHARES TR
+$160.0K
12,982
-2%
减持
AVGO
BROADCOM INC
+$153.0K
1,428
-1%
增持
DGRO
ISHARES TR
+$138.5K
9,617
+25%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$135.7K
102,645
-8%
增持
IYW
ISHARES TR
+$135.1K
3,759
+2%
增持
BAC
BANK AMERICA CORP
+$134.4K
21,234
+2%
增持
QQQ
INVESCO QQQ TR
+$133.3K
1,091
+9%
减持
VOO
VANGUARD INDEX FDS
+$128.4K
2,881
-2%
增持
GOOG
ALPHABET INC
+$127.3K
5,348
+2%
增持
SPTL
SPDR SERIES TRUST
+$126.2K
40,984
+16%
减持
SLB
SCHLUMBERGER LTD
-$123.7K
7,501
-17%
增持
GOOGL
ALPHABET INC
+$121.5K
3,990
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$121.5K
1,775
+5%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$119.1K
15,508
-10%
减持
IPAC
ISHARES TR
+$112.8K
34,776
-5%
增持
QUAL
ISHARES TR
+$109.0K
3,377
+14%
增持
NUE
NUCOR CORP
+$108.7K
4,231
+16%
减持
MSTR
MICROSTRATEGY INC
+$105.8K
1,192
-9%
减持
META
META PLATFORMS INC
+$105.0K
1,191
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$100.7K
2,604
-3%
减持
COP
CONOCOPHILLIPS
-$80.7K
2,871
-11%
增持
BA
BOEING CO
+$79.4K
1,779
+3%
增持
IWB
ISHARES TR
+$78.6K
2,265
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
+$71.7K
2,600
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$68.1K
4,661
-12%
减持
GLD
SPDR GOLD TR
-$60.5K
1,435
-17%
增持
VBK
VANGUARD INDEX FDS
+$59.6K
2,008
+2%
减持
OIH
VANECK ETF TRUST
-$59.3K
1,369
-4%
减持
EMXC
ISHARES INC
-$56.6K
15,362
-18%
减持
LLY
ELI LILLY & CO
-$53.8K
378
-10%
减持
MPC
MARATHON PETE CORP
-$50.7K
2,518
-22%
减持
GE
GE AEROSPACE
+$49.1K
1,039
-5%
清仓
ARDX
ARDELYX INC
-$49.1K
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$46.7K
6,331
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$46.4K
7,115
+7%
减持
HD
HOME DEPOT INC
-$45.8K
1,176
-10%
增持
VXUS
VANGUARD STAR FDS
+$45.2K
4,694
+4%
减持
JNJ
JOHNSON & JOHNSON
-$44.9K
1,625
-8%
减持
MTUM
ISHARES TR
+$42.3K
1,167
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$40.6K
2,142
-16%
增持
VO
VANGUARD INDEX FDS
+$37.8K
1,331
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$36.1K
7,671
+0%
增持
FCX
FREEPORT-MCMORAN INC
+$35.3K
5,661
+2%
减持
SHOP
SHOPIFY INC
+$35.0K
2,294
-5%
增持
AGG
ISHARES TR
+$31.9K
4,782
+7%
减持
XOP
SPDR SERIES TRUST
-$31.0K
2,436
-5%
增持
OXY
OCCIDENTAL PETE CORP
+$30.8K
9,057
+28%
增持
PFF
ISHARES TR
+$30.5K
16,287
+7%
增持
SPYM
SPDR SERIES TRUST
+$30.1K
3,437
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$29.7K
32,745
-7%
增持
—
ISHARES TR
+$27.4K
10,178
+13%
增持
IBTG
ISHARES TR
+$27.3K
10,374
+13%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$26.4K
8,622
+0%
减持
VUSB
VANGUARD BD INDEX FDS
-$24.9K
4,164
-11%
增持
EOG
EOG RES INC
-$21.0K
2,483
+0%
减持
V
VISA INC
-$18.5K
874
-7%
增持
FXI
ISHARES TR
+$17.4K
12,249
+1%
增持
AUR
AURORA INNOVATION INC
-$15.9K
13,000
+4%
增持
SPYD
SPDR SERIES TRUST
-$14.7K
12,241
+1%
增持
VNQ
VANGUARD INDEX FDS
-$14.3K
15,284
+1%
增持
KRE
SPDR SERIES TRUST
+$11.9K
4,080
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$11.7K
5,810
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$10.0K
4,985
+0%
增持
T
AT&T INC
+$9.5K
11,763
+1%
减持
KO
COCA COLA CO
-$9.1K
3,010
-3%