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JOHNSON INVESTMENT COUNSEL INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JOHNSON INVESTMENT COUNSEL INC
报告期 2026-03-31 · CIK 821197
持仓数
810
前50大市值合计
$8.37B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 6
增持 55
减持 84
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$63.8M
1,976,919
-2%
增持
COR
AMERISOURCEBERGEN CORP
+$58.2M
380,176
+2227%
增持
AFG
AMERICAN FINANCIAL GROUP INC O
+$42.8M
432,083
+512%
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
MTB
M & T BANK CORP
-$41.1M
48,034
-85%
增持
MSFT
MICROSOFT CORP
+$37.2M
758,014
+0%
减持
FHN
FIRST HORIZON CORPORATION
-$33.5M
322,844
-80%
减持
IVV
ISHARES CORE S&P 500 ETF
+$30.0M
1,263,314
-1%
增持
GOOGL
ALPHABET INC CAP STOCK CL A
+$28.1M
1,275,658
+8%
减持
PPG
PPG INDS INC
-$26.9M
204,674
-53%
减持
NKE
NIKE INC
-$24.6M
230,340
-49%
增持
CINF
CINCINNATI FINL CORP
+$14.5M
1,313,212
+1%
增持
NDAQ
NASDAQ INC
+$13.9M
1,860,086
+30%
减持
PG
PROCTER AND GAMBLE CO
-$13.0M
2,274,615
-2%
增持
TSLA
TESLA INC
+$12.6M
142,337
+3%
减持
IWB
ISHARES RUSSELL 1000 ETF
+$12.3M
1,185,563
-2%
减持
DG
DOLLAR GEN CORP NEW
-$12.0M
333,659
-0%
减持
ZTS
ZOETIS INC CL A
+$11.5M
654,602
-2%
增持
INTU
INTUIT
+$11.1M
117,876
+11%
减持
V
VISA INC
-$10.7M
421,750
-17%
减持
ABT
ABBOTT LABS
-$9.0M
944,594
-1%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$8.5M
288,167
-7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$8.1M
140,909
+3%
增持
NVDA
NVIDIA CORPORATION
+$8.0M
48,119
+31%
增持
HON
HONEYWELL INTL INC
-$7.8M
371,176
+1%
减持
DHR
DANAHER CORPORATION
-$7.7M
512,086
-1%
增持
WMB
WILLIAMS COS INC
+$7.6M
2,921,540
+21%
增持
AMZN
AMAZON.COM INC
+$7.3M
327,912
+4%
增持
CVX
CHEVRON CORP
+$7.0M
613,818
+18%
增持
WM
WASTE MANAGEMENT INC DEL
+$6.8M
560,589
+4%
减持
NDSN
NORDSON CORP
-$6.8M
296,560
-3%
减持
—
ACCENTURE PLC IRELAND CLASS A
+$6.2M
343,410
-0%
减持
TJX
TJX COS INC
-$6.0M
1,163,036
-5%
减持
ITW
ILLINOIS TOOL WORKS INC
+$5.7M
262,152
-1%
增持
MCD
MCDONALDS CORP
+$5.5M
298,580
+1%
减持
ADI
ANALOG DEVICES INC
-$5.4M
466,784
-21%
增持
VEU
VANGUARD INTL EQUITY INDEX FUN
+$5.3M
1,483,404
+1%
减持
PNC
PNC FINANCIAL SERVICES GROUP I
-$5.0M
77,396
-18%
减持
USB
US BANCORP DEL
-$5.0M
627,182
-1%
增持
FIS
FIDELITY NATL INFORMATION SVCS
-$5.0M
384,481
+1%
减持
HD
HOME DEPOT INC
-$5.0M
127,570
-5%
增持
CMCSA
COMCAST CORP NEW
+$4.9M
1,333,900
+2%
增持
DIS
DISNEY WALT CO
+$4.8M
342,530
+1%
增持
JNJ
JOHNSON & JOHNSON
-$4.8M
223,508
+0%
减持
CSL
CARLISLE COS INC
-$4.7M
165,360
-7%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$4.5M
1,768,587
+0%
减持
—
NVENT ELECTRIC PLC
+$4.5M
2,185,387
-6%
增持
GOOG
ALPHABET INC
+$4.3M
279,758
+0%
增持
VEA
VANGUARD TAX-MANAGED INTL FUND
+$4.1M
946,674
+3%
增持
WMT
WAL-MART INC
+$4.1M
537,743
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0M
235,848
+16%
减持
PFE
PFIZER INC
-$4.0M
160,791
-22%
增持
AEP
AMERICAN ELECTRIC POWER CO INC
+$3.8M
959,106
+9%
减持
NSC
NORFOLK SOUTHERN CORP
-$3.8M
33,581
-24%
减持
AMT
AMERICAN TOWER CORP
-$3.5M
362,178
-1%
建仓
—
LINDE PLC
+$3.4M
9,580
减持
BAC
BANK OF AMERICA CORP
-$3.4M
389,737
-11%
减持
KO
COCA-COLA CO
-$3.4M
1,349,650
-1%
清仓
—
LINDE PLC
-$3.2M
0
-100%
减持
QUAL
ISHARES TR MSCI USA QLT FCT
+$3.2M
427,416
-2%
减持
NEE
NEXTERA ENERGY INC
-$3.1M
439,906
-1%
增持
—
AXIS CAP HOLDINGS LTD
+$3.0M
1,680,353
+3%
减持
LNT
ALLIANT ENERGY CORP
-$3.0M
1,252,549
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.9M
542,150
-5%
减持
GMED
GLOBUS MED INC CL A
-$2.7M
12,396
-73%
增持
SPGI
S&P GLOBAL INC
+$2.7M
226,998
+1%
清仓
T
AT&T INC
-$2.6M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$2.6M
321,209
-2%
减持
UNP
UNION PACIFIC CORP
-$2.5M
56,220
-16%
减持
IWP
ISHARES RUS MD CAP GROWTH ETF
+$2.4M
450,760
-2%
增持
—
MEDTRONIC PLC
+$2.4M
700,291
+1%
减持
HUBB
HUBBELL INC
-$2.3M
265,825
-7%
减持
EFA
ISHARES TR MSCI EAFE ETF
+$2.3M
483,522
-2%
清仓
AMN
AMN HEALTHCARE SERVICES INC
-$2.3M
0
-100%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$2.2M
10,198
-90%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
110,568
-2%
增持
ADP
AUTOMATIC DATA PROCESSING INC
-$1.9M
117,870
+0%
减持
ULTA
ULTA BEAUTY INC
-$1.9M
2,307
-65%
减持
META
META PLATFORMS INC
+$1.9M
23,870
-10%
增持
PCAR
PACCAR INC
-$1.9M
133,584
+14%
建仓
COKE
COCA-COLA CONS INC
+$1.8M
3,430
增持
ORCL
ORACLE CORP
+$1.8M
159,638
+0%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$1.8M
22,192
减持
AXP
AMERICAN EXPRESS CO
+$1.8M
205,686
-5%
减持
APH
AMPHENOL CORP NEW
+$1.7M
938,151
-5%
增持
TYL
TYLER TECHNOLOGIES INC
+$1.7M
23,627
+14%
减持
DOV
DOVER CORP
+$1.7M
115,274
-2%
减持
CPT
CAMDEN PPTY TR
-$1.6M
121,359
-6%
减持
SCHX
SCHWAB US LARGE CAP ETF
+$1.6M
846,080
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.6M
514,955
-2%
减持
CVS
CVS HEALTH CORP
-$1.6M
64,945
-5%
增持
SCHF
SCHWAB INTL EQUITY ETF
+$1.5M
372,571
+5%
建仓
—
JAZZ PHARMACEUTICALS PLC USD
+$1.5M
10,340
增持
AVGO
BROADCOM INC
+$1.5M
16,394
+2%
增持
NOC
NORTHROP GRUMMAN CORP
-$1.5M
17,990
+1%
增持
POOL
POOL CORP
+$1.4M
24,004
+7%
减持
LOW
LOWES COS INC
-$1.4M
277,780
-3%
减持
JPM
JPMORGAN CHASE & CO
-$1.4M
231,313
-2%
减持
USMV
ISHARES TR MSCI USA MIN VOL
-$1.4M
1,081,732
-3%
增持
CSCO
CISCO SYSTEMS INC
+$1.4M
234,567
+3%
减持
QQQ
INVESCO QQQ SER 1
+$1.4M
31,223
-4%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
+$1.3M
105,659
-8%
增持
VLO
VALERO ENERGY CORP
+$1.3M
15,793
+115%
减持
BKNG
BOOKING HOLDINGS INC
+$1.3M
2,362
-5%
减持
EMR
EMERSON ELECTRIC CO
-$1.2M
105,960
-3%
增持
MSI
MOTOROLA SOLUTIONS INC NEW
+$1.1M
37,919
+0%
减持
MMM
3M CO
-$1.1M
44,911
-8%
减持
VGT
VANGUARD WORLD FUNDS INFORMATI
+$1.1M
27,287
-7%
减持
ON
ON SEMICONDUCTOR CORP
-$1.1M
6,413
-75%
建仓
—
SILVERCREST METALS INC COM
+$1.1M
150,000
建仓
—
SUPER MICRO COMPUTER INC
+$1.1M
10,010
增持
VTI
VANGUARD INDEX FUNDS TOTAL STO
+$1.0M
58,586
+3%
减持
IXN
ISHARES GLOBAL TECH ETF
+$1.0M
112,586
-1%
清仓
AB
ALLIANCEBERNSTEIN HOLDING LP P
-$993.1K
0
-100%
增持
SHOO
MADDEN STEVEN LTD
+$972.4K
47,420
+106%
减持
XLV
SELECT SECTOR SPDR HEALTHCARE
-$958.1K
17,684
-26%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$933.4K
44,831
+0%
减持
PEP
PEPSICO INC
-$929.4K
378,836
-2%
减持
—
UNILEVER PLC
-$926.8K
1,000,758
-5%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$882.6K
57,251
+0%
减持
KR
KROGER CO
+$878.0K
187,691
-0%
减持
BA
BOEING CO
+$866.5K
42,017
-1%
减持
VFC
V F CORP
-$856.3K
41,296
-37%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$853.6K
8,128
+17%
减持
SHW
SHERWIN WILLIAMS CO
-$824.6K
46,248
-2%
减持
SCHG
SCHWAB US LARGE CAP GR ETF
+$821.8K
87,399
-0%
增持
MDY
SPDR S&P MID CAP 400 ETF TR UT
+$798.7K
37,573
+1%
减持
CL
COLGATE PALMOLIVE CO
-$761.2K
87,389
-6%
增持
SCHW
CHARLES SCHWAB CORP
-$747.3K
35,113
+13%
减持
BWA
BORGWARNER INC
-$735.8K
17,129
-56%
增持
SYK
STRYKER CORPORATION
+$730.1K
10,992
+12%
减持
GE
GENERAL ELECTRIC CO NEW
+$718.1K
68,992
-2%
减持
LLY
LILLY ELI & CO
-$714.6K
25,591
-1%
减持
IYW
ISHARES US TECH ETF
+$704.3K
47,417
-4%
减持
VBR
VANGUARD INDEX FUNDS SMALL CAP
-$703.5K
63,838
-6%
减持
IVW
ISHARES TR S&P 500 GROWTH ETF
+$696.1K
133,954
-0%
增持
CHCT
COMMUNITY HEALTHCARE TR INC
+$684.6K
72,620
+32%
减持
UHS
UNIVERSAL HEALTH SERVICES INC
-$681.4K
13,450
-21%
减持
IJH
ISHARES CORE S&P MCP ETF
+$659.2K
118,744
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$657.7K
11,175
-1%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$639.2K
170,429
-0%
增持
COP
CONOCOPHILLIPS
-$632.9K
51,060
+6%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 E
-$627.9K
18,312
-14%
减持
QCOM
QUALCOMM INC
+$624.6K
40,596
-2%
清仓
—
MERIDIAN BIOSCIENCE INC
-$618.4K
0
-100%
增持
EFG
ISHARES EAFE GROWTH ETF
+$615.6K
48,301
+3%
减持
—
CHUBB LIMITED
-$613.3K
14,187
-7%
增持
VWO
VANGUARD INTL EQUITY INDEX FUN
+$596.0K
33,947
+71%
增持
FITB
FIFTH THIRD BANCORP
-$592.2K
180,606
+10%
减持
IWN
ISHARES RUS 2000 VAL ETF
-$590.4K
125,227
-2%
增持
GNRC
GENERAC HOLDINGS INC
+$586.9K
15,011
+46%
