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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 47
减持 67
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$60.4M
618,045
增持
SPYG
SPDR SERIES TRUST
-$14.0M
2,786,481
+4%
增持
SPYV
SPDR SERIES TRUST
+$13.9M
6,067,330
+5%
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。
建仓
HIMU
BLACKROCK ETF TRUST II
+$8.0M
165,764
增持
ITM
VANECK ETF TRUST
+$6.9M
944,147
+20%
增持
SHEL
SHELL PLC
+$5.2M
265,162
+0%
减持
FRDM
EA SERIES TRUST
-$4.9M
859,157
-15%
增持
TLT
ISHARES TR
+$4.3M
318,426
+19%
增持
—
EXXON MOBIL CORP
+$4.0M
80,390
+0%
增持
IEI
ISHARES TR
+$3.7M
337,503
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.8M
1,832,154
+2%
增持
MLN
VANECK ETF TRUST
+$2.7M
710,728
+29%
减持
BP
BP PLC
+$2.5M
290,545
-10%
增持
LQD
ISHARES TR
+$2.5M
228,225
+12%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.3M
1,457,711
+7%
建仓
BKV
BKV CORP
+$2.1M
72,015
减持
IEF
ISHARES TR
-$1.9M
239,754
-7%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.8M
1,737,421
+3%
减持
IJR
ISHARES TR
-$1.7M
11,725
-55%
减持
MEAR
ISHARES U S ETF TR
-$1.6M
72,832
-31%
减持
VUG
VANGUARD INDEX FDS
-$1.4M
12,352
-11%
减持
SHYD
VANECK ETF TRUST
-$1.3M
70,880
-43%
减持
IJJ
ISHARES TR
-$1.2M
234,440
-4%
减持
CVX
CHEVRON CORPORATION
+$1.2M
28,396
-8%
增持
IVW
ISHARES TR
-$1.1M
119,411
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.0M
43,158
+21%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$1.0M
42,428
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$997.0K
42,151
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$991.6K
42,383
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD
+$988.8K
42,947
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$982.1K
45,023
增持
MSFT
MICROSOFT CORP
-$978.0K
9,465
+2%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$919.6K
156,777
+5%
增持
AAPL
APPLE INC
-$919.0K
53,833
+0%
减持
IWM
ISHARES TR
-$887.1K
5,010
-42%
建仓
VUSB
VANGUARD BD INDEX FDS
+$862.5K
17,324
减持
IJK
ISHARES TR
+$690.4K
464,283
-2%
增持
IWF
ISHARES TR
-$599.5K
22,757
+5%
增持
TSLA
TESLA INC
-$598.4K
8,349
+1%
建仓
LNG
CHENIERE ENERGY INC
+$589.4K
2,077
增持
MBB
ISHARES TR
+$584.0K
613,305
+1%
减持
SUB
ISHARES TR
-$565.4K
283,043
-2%
减持
NVDA
NVIDIA CORPORATION
-$538.0K
36,070
-1%
增持
IVV
ISHARES TR
-$528.2K
35,475
+3%
减持
SCHR
SCHWAB STRATEGIC TR
-$523.9K
35,067
-37%
减持
VOT
VANGUARD INDEX FDS
-$514.0K
12,971
-6%
建仓
PSN
PARSONS CORP DEL
+$485.0K
8,953
减持
PREF
PRINCIPAL EXCHANGE TRADED FD
-$446.2K
76,951
-23%
建仓
MCD
MCDONALDS CORP
+$441.4K
1,420
减持
AMZN
AMAZON COM INC
-$432.4K
11,446
-6%
减持
SHY
ISHARES TR
-$395.6K
5,313
-47%
增持
FLOT
ISHARES TR
+$393.4K
406,844
+2%
减持
VOE
VANGUARD INDEX FDS
-$388.2K
11,181
-19%
减持
IEV
ISHARES TR
-$379.9K
198,865
-2%
清仓
GLDM
WORLD GOLD TR
-$373.4K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$372.2K
2,144
-29%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$363.5K
10,048
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$356.9K
5,375
-33%
清仓
IBDT
ISHARES TR
-$344.9K
0
-100%
清仓
IBDS
ISHARES TR
-$341.1K
0
-100%
建仓
DAL
DELTA AIR LINES INC
+$339.3K
5,104
清仓
IBDR
ISHARES TR
-$325.7K
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$315.8K
4,730
-48%
清仓
DELL
DELL TECHNOLOGIES INC
-$307.9K
0
-100%
增持
IVE
ISHARES TR
+$307.5K
39,521
+4%
减持
CEG
CONSTELLATION ENERGY CORP
-$300.9K
3,866
-1%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$296.9K
0
-100%
减持
SLV
ISHARES SILVER TR
-$282.4K
3,925
-54%
建仓
HON
HONEYWELL INTL INC
+$278.1K
1,230
减持
VB
VANGUARD INDEX FDS
-$273.9K
3,153
-26%
增持
WMT
WALMART INC
+$271.6K
18,252
+2%
增持
GEV
GE VERNOVA INC
+$270.1K
760
+26%
清仓
IBDU
ISHARES TR
-$254.2K
0
-100%
建仓
KO
COCA COLA CO
+$246.3K
3,239
建仓
IUSB
ISHARES TR
+$239.8K
5,192
建仓
FDX
FEDEX CORP
+$233.4K
655
建仓
XOP
SPDR SERIES TRUST
+$230.7K
1,269
建仓
COHR
COHERENT CORP
+$224.2K
941
建仓
PSX
PHILLIPS 66
+$223.7K
1,228
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$221.2K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$210.2K
2,541
增持
SHOP
SHOPIFY INC
-$209.8K
6,714
+7%
清仓
OXY
OCCIDENTAL PETE CORP
-$208.5K
0
-100%
建仓
GLW
CORNING INC
+$207.8K
1,528
减持
BAC
BANK AMERICA CORP
-$207.1K
20,493
-7%
建仓
NVS
NOVARTIS AG
+$206.6K
1,353
减持
VBK
VANGUARD INDEX FDS
-$206.5K
1,287
-35%
清仓
MPLX
MPLX LP
-$206.1K
0
-100%
清仓
MS
MORGAN STANLEY
-$205.5K
0
-100%
减持
MPC
MARATHON PETE CORP
+$204.7K
2,541
-1%
增持
JNJ
JOHNSON & JOHNSON
+$200.1K
2,099
+39%
减持
META
META PLATFORMS INC
-$190.9K
1,442
-6%
减持
AVGO
BROADCOM INC
-$181.4K
1,892
-15%
增持
GOVT
ISHARES TR
+$158.2K
56,217
+15%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$158.1K
10,186
-21%
减持
VNQ
VANGUARD INDEX FDS
-$154.6K
12,465
-12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$151.7K
6,612
+5%
增持
GOOG
ALPHABET INC
-$146.8K
5,996
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$137.0K
8,401
+1%
增持
KMI
KINDER MORGAN INC DEL
+$132.3K
21,757
+0%
减持
JPM
JPMORGAN CHASE & CO
-$123.5K
3,705
-2%
减持
GOOGL
ALPHABET INC
-$121.5K
4,764
-0%
减持
COP
CONOCOPHILLIPS
+$113.4K
3,260
-4%
减持
HYD
VANECK ETF TRUST
-$112.0K
12,938
-13%
增持
DOV
DOVER CORP
+$108.9K
5,616
+3%
减持
GE
GE AEROSPACE
-$102.5K
1,209
-16%
减持
SMB
VANECK ETF TRUST
-$95.7K
206,652
-2%
减持
ORCL
ORACLE CORP
-$95.0K
1,845
-2%
减持
BA
BOEING CO
-$94.1K
1,527
-17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$91.6K
2,411
-3%
减持
VTEB
VANGUARD MUN BD FDS
-$89.5K
47,729
-3%
减持
IEUR
ISHARES TR
-$89.2K
48,810
-2%
增持
—
ASML HLDG NV
+$87.2K
325
+2%
增持
RTX
RTX CORPORATION
+$85.1K
1,531
+34%
减持
IYW
ISHARES TR
-$83.6K
3,430
-3%
增持
—
TRANSOCEAN LTD
+$82.9K
23,199
+35%
减持
QQQ
INVESCO QQQ TR
-$82.3K
1,002
-7%
减持
IGM
ISHARES TR
-$79.4K
6,794
-1%
减持
IEMG
ISHARES INC
-$77.7K
73,570
-5%
增持
LLY
ELI LILLY & CO
-$77.6K
518
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$77.6K
2,844
-2%
减持
PFF
ISHARES TR
-$73.7K
14,215
-13%
减持
EOG
EOG RES INC
+$68.0K
1,973
-5%
减持
IWD
ISHARES TR
+$67.2K
74,115
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$62.2K
81,757
-1%
减持
SLB
SLB LIMITED
+$58.2K
11,789
-17%
减持
IJH
ISHARES TR
-$57.8K
41,478
-4%
增持
SPHY
SPDR SERIES TRUST
-$51.1K
681,993
+1%
增持
IWB
ISHARES TR
+$50.7K
2,636
+11%
减持
VTV
VANGUARD INDEX FDS
-$50.3K
37,841
-3%
清仓
AUR
AURORA INNOVATION INC
-$49.9K
0
-100%
增持
NFLX
NETFLIX INC.
+$48.1K
12,184
+2%
增持
KLAC
KLA CORP
+$47.5K
184
+1%
增持
SPYD
SPDR SERIES TRUST
+$46.8K
12,259
+4%
增持
VTI
VANGUARD INDEX FDS
-$46.5K
6,812
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$46.1K
4,973
-0%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$46.0K
10,816
+6%
减持
CMBS
ISHARES TR
-$44.1K
18,057
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$42.8K
2,215
-4%
减持
GLD
SPDR GOLD TR
+$41.8K
1,395
-1%
清仓
TALK
TALKSPACE INC
-$40.6K
0
-100%
减持
EEM
ISHARES TR
-$37.5K
119,712
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$37.2K
20,769
+5%
减持
SO
SOUTHERN CO
+$36.2K
4,045
-0%
增持
V
VISA INC
-$35.2K
997
+4%
减持
CAT
CATERPILLAR INC
+$34.9K
488
-10%
增持
FTEC
FIDELITY COVINGTON TRUST
-$34.7K
2,157
+0%
减持
IPAC
ISHARES TR
-$34.4K
31,460
-6%
减持
XLK
SELECT SECTOR SPDR TR
-$32.3K
1,521
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$31.4K
238
-10%
