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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 60
减持 64
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$53.6M
0
-100%
增持
SPYV
SPDR SERIES TRUST
+$40.7M
5,798,846
+11%
建仓
SCHO
SCHWAB STRATEGIC TR
+$33.1M
1,359,076
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
SHY
ISHARES TR
-$30.0M
10,074
-97%
增持
SPYG
SPDR SERIES TRUST
+$18.7M
2,687,977
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$11.7M
1,690,987
+4%
减持
IJJ
ISHARES TR
-$11.5M
245,229
-27%
减持
IJR
ISHARES TR
-$11.0M
26,094
-78%
减持
IEF
ISHARES TR
-$9.4M
258,220
-27%
减持
IJK
ISHARES TR
-$7.6M
475,080
-15%
增持
FRDM
EA SERIES TRUST
+$7.3M
1,010,657
+1%
增持
IEI
ISHARES TR
+$5.4M
304,433
+17%
减持
FLOT
ISHARES TR
-$4.9M
399,829
-19%
增持
MEAR
ISHARES U S ETF TR
+$4.0M
105,166
+302%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.9M
1,790,393
+5%
增持
LQD
ISHARES TR
+$3.3M
203,420
+18%
增持
ITM
VANECK ETF TRUST
+$3.1M
783,646
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
10,116
+63%
减持
MBB
ISHARES TR
-$2.4M
605,432
-4%
增持
TLT
ISHARES TR
+$2.3M
267,934
+14%
减持
SHEL
SHELL PLC
-$1.8M
264,669
-11%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$1.3M
148,675
+4%
增持
IVV
ISHARES TR
+$1.3M
34,603
+3%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
36,614
-14%
减持
IJH
ISHARES TR
-$1.1M
43,315
-29%
建仓
DOV
DOVER CORP
+$1.1M
5,438
减持
AAPL
APPLE INC
+$862.7K
53,635
-0%
减持
SPHY
SPDR SERIES TRUST
-$832.4K
674,065
-4%
建仓
KMI
KINDER MORGAN INC DEL
+$597.2K
21,725
建仓
SLV
ISHARES SILVER TR
+$549.8K
8,535
减持
IEV
ISHARES TR
+$506.0K
202,489
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$502.2K
82,868
+6%
减持
—
EXXON MOBIL CORP
+$457.9K
80,254
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$448.1K
6,295
-27%
增持
GOOG
ALPHABET INC
+$440.1K
5,949
+2%
清仓
—
ISHARES TR
-$414.1K
0
-100%
增持
SHOP
SHOPIFY INC
+$397.6K
6,251
+53%
建仓
GEV
GE VERNOVA INC
+$393.1K
601
减持
BP
BP PLC
-$390.7K
321,246
-4%
减持
VOT
VANGUARD INDEX FDS
-$379.7K
13,799
-4%
增持
MSFT
MICROSOFT CORP
+$366.4K
9,267
+17%
减持
IWM
ISHARES TR
-$366.0K
8,651
-16%
增持
BMNR
BITMINE IMMERSION TECNOLOGIE
-$347.2K
29,961
+34%
增持
MLN
VANECK ETF TRUST
+$342.4K
551,028
+3%
减持
IWD
ISHARES TR
+$331.5K
74,969
-1%
增持
VXUS
VANGUARD STAR FDS
+$317.9K
9,020
+83%
建仓
IWV
ISHARES TR
+$310.8K
803
减持
GOOGL
ALPHABET INC
+$310.6K
4,766
-2%
减持
ORCL
ORACLE CORP
-$310.0K
1,880
-22%
清仓
AXON
AXON ENTERPRISE INC
-$305.0K
0
-100%
清仓
TIP
ISHARES TR
-$301.0K
0
-100%
增持
NFLX
NETFLIX INC
-$294.0K
11,982
+914%
减持
XLU
SELECT SECTOR SPDR TR
-$265.9K
5,699
-2%
清仓
—
ISHARES TR
-$265.7K
0
-100%
减持
TSLA
TESLA INC
-$263.4K
8,232
-8%
减持
META
META PLATFORMS INC
-$254.3K
1,539
-11%
减持
VUG
VANGUARD INDEX FDS
-$251.9K
13,859
-5%
清仓
VUSB
VANGUARD BD INDEX FDS
-$249.1K
0
-100%
减持
IVW
ISHARES TR
-$245.8K
118,247
-4%
增持
LLY
ELI LILLY & CO
+$245.6K
516
+28%
减持
GLDM
WORLD GOLD TR
-$245.1K
4,374
-46%
清仓
—
VERONA PHARMA PLC
-$243.8K
0
-100%
清仓
MRK
MERCK & CO INC
-$232.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$222.9K
4,263
+24%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$222.9K
0
-100%
建仓
KLAC
KLA CORP
+$222.8K
183
清仓
PSX
PHILLIPS 66
-$220.8K
0
-100%
清仓
—
EATON CORP PLC
-$219.5K
0
-100%
建仓
LOW
LOWES COS INC
+$217.5K
902
清仓
PTC
PTC INC
-$217.2K
0
-100%
增持
SUB
ISHARES TR
+$213.7K
287,811
+1%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$212.4K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$211.1K
0
-100%
建仓
RTX
RTX CORPORATION
+$210.2K
1,146
建仓
MPLX
MPLX LP
+$206.1K
3,861
建仓
MS
MORGAN STANLEY
+$205.5K
1,157
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$178.8K
8,302
+2%
增持
CMBS
ISHARES TR
+$173.2K
18,827
+23%
减持
QQQ
INVESCO QQQ TR
-$170.7K
1,075
-22%
减持
CVX
CHEVRON CORP NEW
-$150.3K
30,980
-1%
减持
WMT
WALMART INC
+$140.4K
17,923
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$140.3K
3,765
-12%
增持
SLB
SLB LIMITED
+$134.2K
14,270
+19%
减持
VTV
VANGUARD INDEX FDS
+$131.9K
39,136
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$127.7K
2,304
+2%
减持
VOE
VANGUARD INDEX FDS
-$127.3K
13,806
-6%
减持
HD
HOME DEPOT INC
-$126.8K
978
-15%
减持
VTI
VANGUARD INDEX FDS
-$121.9K
6,657
-7%
增持
IWF
ISHARES TR
+$121.5K
21,769
+0%
减持
EEM
ISHARES TR
+$116.7K
124,950
-1%
清仓
—
REZOLVE AI PLC
-$110.0K
0
-100%
增持
HYD
VANECK ETF TRUST
+$108.7K
14,881
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$106.2K
3,011
+8%
减持
IEUR
ISHARES TR
+$102.1K
49,578
-1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$94.7K
2,152
-17%
减持
CEG
CONSTELLATION ENERGY CORP
+$92.7K
3,908
-0%
增持
MUB
ISHARES TR
+$86.8K
13,889
+6%
增持
EMXC
ISHARES INC
+$85.1K
15,206
+1%
减持
—
TRANSOCEAN LTD
-$73.7K
17,158
-63%
减持
T
AT&T INC
-$70.9K
10,922
-10%
增持
GLD
SPDR GOLD TR
+$63.6K
1,409
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$63.2K
2,908
-1%
增持
SPYD
SPDR SERIES TRUST
+$62.8K
11,820
+16%
减持
FCX
FREEPORT-MCMORAN INC
+$62.0K
5,510
-1%
增持
CAT
CATERPILLAR INC
+$60.4K
543
+3%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$60.1K
12,937
-6%
减持
CSCO
CISCO SYS INC
-$56.9K
3,659
-26%
减持
COST
COSTCO WHSL CORP NEW
-$55.3K
488
-5%
增持
SGDJ
SPROTT ETF TRUST
+$53.6K
3,235
+6%
减持
OXY
OCCIDENTAL PETE CORP
-$51.0K
5,070
-8%
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$47.2K
99,339
-2%
增持
AGG
ISHARES TR
+$47.2K
5,447
+10%
减持
BAC
BANK AMERICA CORP
+$46.7K
21,930
-2%
减持
SO
SOUTHERN CO
-$42.9K
4,062
-3%
减持
MA
MASTERCARD INCORPORATED
-$42.3K
363
-17%
增持
AVGO
BROADCOM INC
+$41.1K
2,216
+1%
增持
SPTL
SPDR SERIES TRUST
+$40.9K
40,555
+6%
减持
EOG
EOG RES INC
-$40.4K
2,069
-10%
增持
OIH
VANECK ETF TRUST
+$39.9K
1,364
+2%
增持
—
ASML HOLDING N V
+$39.7K
320
+2%
减持
IEMG
ISHARES INC
+$39.1K
77,494
-1%
增持
JNJ
JOHNSON & JOHNSON
+$38.0K
1,512
+2%
减持
IVE
ISHARES TR
+$34.6K
37,900
-2%
增持
VGT
VANGUARD WORLD FD
+$33.9K
441
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$32.3K
49,130
+1%
增持
IAU
ISHARES GOLD TR
+$31.1K
3,140
+2%
减持
AUR
AURORA INNOVATION INC
-$30.9K
13,000
-13%
增持
SHYD
VANECK ETF TRUST
+$30.5K
125,047
+1%
增持
FXI
ISHARES TR
-$29.8K
12,382
+1%
减持
SYM
SYMBOTIC INC
+$29.3K
7,015
-3%
增持
IBTG
ISHARES TR
+$27.9K
12,842
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$26.9K
265
+2%
减持
BINC
BLACKROCK ETF TRUST II
-$26.1K
8,871
-4%
减持
VO
VANGUARD INDEX FDS
-$25.1K
1,355
-5%
增持
IWB
ISHARES TR
+$24.0K
2,381
+1%
增持
DELL
DELL TECHNOLOGIES INC
-$23.8K
2,446
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$23.8K
8,034
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$22.6K
1,629
+117%
减持
IEFA
ISHARES TR
+$22.0K
11,314
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$21.9K
4,996
-3%
减持
VOO
VANGUARD INDEX FDS
-$21.9K
2,760
-4%
减持
AMZN
AMAZON COM INC
-$21.6K
12,201
-6%
增持
GOVT
ISHARES TR
+$19.8K
49,067
+2%
增持
DGX
QUEST DIAGNOSTICS INC
-$19.1K
1,200
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$19.1K
8,298
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$18.8K
382
-8%
增持
V
VISA INC
+$18.4K
959
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$18.2K
7,396
+3%
增持
NET
CLOUDFLARE INC
-$18.0K
1,074
+0%
减持
ABBV
ABBVIE INC
-$16.9K
1,968
-2%
