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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 72
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$55.8M
1,998,059
-3%
减持
—
NVENT ELECTRIC PLC
-$32.2M
1,450,018
-31%
减持
DG
DOLLAR GENERAL CORP
-$27.6M
335,635
-10%
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
—
ASML HOLDING NV
+$27.6M
47,686
+6933%
清仓
ABBV
ABBVIE INC
-$19.9M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$19.7M
63,264
+252%
减持
MSFT
MICROSOFT CORP
-$19.1M
748,368
-0%
增持
GOOGL
ALPHABET INC
+$16.6M
1,313,287
+1%
减持
PG
PROCTER AND GAMBLE CO
-$16.0M
2,256,510
-1%
增持
EL
LAUDER ESTEE COS INC
+$15.9M
116,122
+2471%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$15.8M
552,764
+3%
增持
IVV
ISHARES
-$14.3M
1,269,604
+1%
增持
CVX
CHEVRON CORP
+$14.2M
679,681
+7%
减持
AMT
AMERICAN TOWER CORP
-$14.2M
370,198
-4%
减持
HUBB
HUBBELL INC
-$12.8M
144,988
-17%
增持
WM
WASTE MANAGEMENT INC DEL
-$11.1M
571,899
+1%
增持
ABT
ABBOTT LABORATORIES
-$10.2M
972,417
+2%
增持
CINF
CINCINNATI FINANCIAL CORP
+$10.1M
1,353,199
+3%
减持
ADI
ANALOG DEVICES INC
-$9.3M
440,802
-1%
增持
MCD
MCDONALDS CORP
-$9.1M
290,892
+1%
增持
IWB
ISHARES
-$8.9M
1,200,365
+1%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$8.7M
282,918
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.7M
257,332
+2%
增持
SCHX
SCHWAB
+$8.3M
1,085,695
+22%
减持
ZTS
ZOETIS INC
-$8.2M
576,446
-8%
增持
AEP
AMERICAN ELECTRIC POWER CO INC
-$8.0M
951,498
+1%
增持
SPGI
S&P GLOBAL INC
-$7.9M
237,596
+1%
增持
NEE
NEXTERA ENERGY INC
-$7.1M
440,858
+1%
增持
NDSN
NORDSON CORP
-$7.0M
283,887
+0%
增持
INTU
INTUIT
+$7.0M
123,352
+1%
减持
TJX
TJX COS INC
-$6.8M
1,038,444
-11%
增持
HON
HONEYWELL INTL INC
-$6.1M
388,090
+3%
减持
AXP
AMERICAN EXPRESS CO
-$6.1M
192,543
-4%
增持
LECO
LINCOLN ELECTRIC HOLDINGS INC
+$5.9M
73,399
+96%
增持
CMCSA
COMCAST CORP
+$5.4M
1,386,769
+3%
增持
—
AXIS CAP HOLDINGS LTD
+$5.4M
1,776,551
+1%
减持
AFG
AMERICAN FINANCIAL GROUP INC O
-$5.3M
522,695
-3%
增持
ROP
ROPER TECHNOLOGIES INC
+$5.3M
140,138
+8%
增持
PEP
PEPSICO INC
-$5.2M
377,115
+1%
增持
WMB
WILLIAMS COS INC
+$5.2M
3,218,567
+2%
减持
NKE
NIKE INC
-$5.1M
178,710
-11%
减持
PPG
PPG INDUSTRIES INC
-$5.0M
81,791
-22%
减持
DIS
DISNEY WALT CO
-$5.0M
310,124
-8%
增持
—
MEDTRONIC PLC
-$4.9M
714,390
+3%
增持
LOW
LOWES COS INC
-$4.8M
288,665
+1%
增持
DHR
DANAHER CORPORATION
+$4.7M
562,917
+0%
增持
USB
US BANCORP DEL
+$4.2M
716,843
+21%
减持
VEU
VANGUARD INTL EQUITY INDEX FUN
-$4.0M
1,494,676
-0%
增持
ITW
ILLINOIS TOOL WORKS INC
-$3.9M
265,965
+2%
增持
COR
CENCORA INC
-$3.9M
507,188
+3%
减持
V
VISA INC
-$3.9M
401,294
-1%
减持
TYL
TYLER TECHNOLOGIES INC
-$3.7M
17,374
-30%
增持
GOOG
ALPHABET INC
+$3.3M
272,464
+1%
清仓
AMN
AMN HEALTHCARE SERVICES INC
-$2.9M
0
-100%
减持
IWP
ISHARES
-$2.9M
438,021
-1%
增持
—
EXXON MOBILE CORP
+$2.8M
206,193
+3%
减持
HD
HOME DEPOT INC
-$2.7M
115,209
-5%
建仓
DT
DYNATRACE INC
+$2.7M
57,284
增持
LNT
ALLIANT ENERGY CORP
-$2.7M
1,343,631
+4%
增持
GPC
GENUINE PARTS CO
+$2.6M
251,142
+26%
减持
USMV
ISHARES
-$2.6M
1,072,260
-1%
增持
AME
AMETEK INC
+$2.5M
35,158
+110%
减持
ADBE
ADOBE INC
-$2.3M
129,623
-7%
增持
IWR
ISHARES
-$2.3M
1,899,832
+4%
增持
NOW
SERVICENOW INC
+$2.3M
6,629
+164%
清仓
T
AT&T INC
-$2.2M
0
-100%
增持
KO
COCA-COLA CO
-$2.1M
1,420,753
+5%
减持
—
UNILEVER PLC
-$2.1M
87,067
-29%
增持
BRK/B
BERKSHIRE HATHAWAY INC
+$2.1M
88,025
+4%
清仓
AMLP
ALPS ALERIAN MLP
-$2.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0M
110,961
-1%
减持
TSLA
TESLA INC
-$2.0M
142,621
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$1.8M
494,868
-3%
增持
JNJ
JOHNSON & JOHNSON
-$1.8M
229,204
+1%
增持
EFA
ISHARES
-$1.7M
489,067
+0%
减持
PCAR
PACCAR INC
-$1.7M
90,005
-20%
减持
MRK
MERCK & CO INC
-$1.7M
97,231
-4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
+$1.7M
107,676
-2%
增持
ORCL
ORACLE CORP
-$1.6M
154,308
+2%
增持
AMGN
AMGEN INC
+$1.6M
27,676
+6%
减持
IWF
ISHARES
-$1.6M
101,688
-2%
增持
WMT
WAL-MART INC
+$1.6M
540,553
+0%
减持
KR
KROGER CO
-$1.6M
162,128
-14%
减持
BAC
BANK OF AMERICA CORP
-$1.6M
309,753
-12%
减持
LLY
ELI LILLY & CO
+$1.6M
24,876
-1%
减持
APH
AMPHENOL CORP
-$1.5M
915,794
-1%
增持
PM
PHILIP MORRIS INTL INC
+$1.5M
51,344
+55%
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION
+$1.5M
6,151
增持
IWM
ISHARES
-$1.5M
175,717
+1%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
235,762
+5%
增持
NDAQ
NASDAQ INC
-$1.4M
1,938,560
+1%
增持
IJH
ISHARES
-$1.4M
118,981
+0%
增持
EFV
ISHARES
+$1.4M
125,648
+29%
减持
CPT
CAMDEN PROPERTY TR
-$1.4M
48,874
-11%
清仓
IPAC
ISHARES CORE MSCI PACIFIC ETF
-$1.4M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$1.3M
344,647
-1%
建仓
TXRH
TEXAS ROADHOUSE INC
+$1.3M
13,528
增持
VDC
VANGUARD WORLD FUNDS
+$1.3M
21,560
+57%
清仓
—
BLACK KNIGHT INC
-$1.3M
0
-100%
减持
DOV
DOVER CORP
-$1.2M
109,221
-2%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$1.2M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$1.1M
21,778
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.1M
25,034
+2%
减持
NSC
NORFOLK SOUTHERN CORP
-$1.1M
31,740
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
44,634
+3%
建仓
CNM
CORE & MAIN INC
+$1.0M
35,830
增持
FITB
FIFTH THIRD BANCORP
+$1.0M
249,970
+23%
减持
HSY
HERSHEY CO
-$984.6K
17,228
-3%
减持
VGT
VANGUARD WORLD FUNDS
-$950.8K
26,771
-2%
建仓
GDX
VANECK ETF TRUST
+$944.8K
35,111
清仓
AB
ALLIANCEBERNSTEIN HOLDING LP P
-$918.3K
0
-100%
减持
COST
COSTCO WHOLESALE CORP
+$909.7K
93,440
-3%
增持
META
META PLATFORMS INC
+$903.5K
25,816
+8%
减持
LKQ
LKQ CORP
-$889.7K
49,251
-14%
减持
RTX
RTX CORPORATION
-$873.2K
30,912
-2%
减持
MDY
SPDR S&P MID CAP 400 ETF TR
-$872.3K
37,278
-0%
减持
IWC
ISHARES
-$863.8K
30,701
-15%
增持
MDLZ
MONDELEZ INTL INC
+$859.7K
52,726
+37%
减持
UPS
UNITED PARCEL SERVICE INC
-$853.9K
36,353
-0%
增持
PSX
PHILLIPS 66
+$851.6K
30,018
+4%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$850.3K
19,854
+24%
减持
CSL
CARLISLE COS INC
-$832.3K
156,196
-3%
增持
SCHA
SCHWAB
+$809.9K
252,213
+15%
建仓
MOD
MODINE MANUFACTURING CO
+$793.2K
17,337
减持
—
SUPER MICRO COMPUTER INC
-$783.0K
6,243
-38%
增持
CSCO
CISCO SYSTEMS INC
+$770.2K
236,910
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
-$745.8K
37,824
+0%
增持
COP
CONOCOPHILLIPS
+$734.0K
42,594
+1%
减持
MTB
M & T BANK CORP
-$721.7K
28,637
-18%
建仓
FNDE
SCHWAB
+$709.7K
27,068
增持
IDU
ISHARES
+$709.3K
58,879
+33%
增持
VOO
VANGUARD INDEX FUNDS
+$708.4K
21,329
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$700.3K
127,714
+1%
减持
IWO
ISHARES
-$695.1K
30,603
-2%
减持
IXN
ISHARES
-$680.8K
109,535
-3%
增持
VEA
VANGUARD TAX-MANAGED FUNDS
-$663.5K
1,088,802
+4%
减持
SYK
STRYKER CORPORATION
-$649.5K
10,336
-9%
减持
CL
COLGATE PALMOLIVE CO
-$647.8K
82,255
-2%
增持
GNRC
GENERAC HOLDINGS INC
-$644.5K
22,474
+8%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$642.4K
24,783
-26%
减持
BKNG
BOOKING HOLDINGS INC
+$642.4K
1,996
-2%
增持
CAT
CATERPILLAR INC
+$635.7K
11,129
+14%
减持
SHW
SHERWIN WILLIAMS CO
-$609.1K
44,124
-1%
减持
UFPI
UFP INDUSTRIES INC
-$601.8K
14,125
-33%
减持
IWS
ISHARES
-$557.9K
87,698
-1%
清仓
AFL
AFLAC INC
-$534.5K
0
-100%
减持
FND
FLOOR & DECOR HOLDINGS INC
-$530.7K
11,516
-24%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$523.1K
12,900
增持
MO
ALTRIA GROUP INC
+$518.0K
84,930
+26%
增持
IWV
ISHARES
-$517.8K
57,318
+0%
