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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 64
减持 65
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
HSY
HERSHEY CO
-$38.8M
69,065
-74%
增持
AMZN
AMAZON COM INC
+$37.0M
842,884
+6%
减持
EL
LAUDER ESTEE COS INC
-$34.3M
9,880
-97%
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
IEX
IDEX CORP
+$33.7M
254,842
+178%
增持
GOOGL
ALPHABET INC
+$29.8M
1,243,885
+0%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$29.7M
118,060
-70%
建仓
ABBV
ABBVIE INC
+$27.8M
156,468
减持
AAPL
APPLE INC
+$26.3M
1,873,164
-1%
减持
WMB
WILLIAMS COS INC
+$24.4M
3,213,244
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.9M
255,606
-2%
增持
IWB
ISHARES TR
+$22.7M
1,329,268
+3%
减持
TSLA
TESLA INC
+$19.1M
138,102
-1%
增持
DHR
DANAHER CORPORATION
-$18.7M
597,780
+7%
减持
ZTS
ZOETIS INC
-$17.6M
518,289
-1%
减持
SPGI
S&P GLOBAL INC
-$16.4M
127,161
-18%
增持
NDSN
NORDSON CORP
-$16.4M
307,566
+0%
减持
V
VISA INC
+$15.8M
387,017
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$14.9M
4,713,155
+239%
增持
FHN
FIRST HORIZON CORPORATION
+$13.4M
2,661,592
+3%
减持
IVV
ISHARES TR
+$13.3M
1,315,847
-0%
增持
KO
COCA COLA CO
-$12.6M
1,458,691
+1%
减持
CSL
CARLISLE COS INC
-$12.2M
139,015
-2%
增持
CINF
CINCINNATI FINL CORP
+$11.3M
1,332,689
+1%
减持
GPC
GENUINE PARTS CO
-$10.8M
251,881
-13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$9.1M
367,875
+1%
减持
—
AXIS CAP HLDGS LTD
+$9.1M
1,312,018
-3%
减持
—
MEDTRONIC PLC
-$8.9M
583,898
-5%
增持
AVGO
BROADCOM INC
+$8.9M
140,100
+2%
增持
ADBE
ADOBE INC
-$8.8M
145,126
+2%
减持
CMCSA
COMCAST CORP NEW
-$8.6M
296,124
-37%
减持
ADI
ANALOG DEVICES INC
-$8.4M
426,984
-1%
增持
IWR
ISHARES TR
+$8.2M
2,518,732
+4%
增持
HON
HONEYWELL INTL INC
+$8.0M
395,511
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.9M
933,150
+436%
增持
PG
PROCTER AND GAMBLE CO
-$7.8M
2,312,831
+1%
减持
LOW
LOWES COS INC
-$7.5M
294,016
-1%
增持
MSFT
MICROSOFT CORP
+$7.5M
773,198
+5%
减持
MA
MASTERCARD INCORPORATED
+$7.2M
290,236
-2%
增持
PEP
PEPSICO INC
+$6.9M
494,956
+23%
减持
NDAQ
NASDAQ INC
+$6.6M
1,934,969
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$6.5M
231,772
-0%
增持
QQQ
INVESCO QQQ TR
+$6.1M
94,348
+9%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$6.1M
282,330
+1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$6.1M
1,109,997
+5%
减持
GOOG
ALPHABET INC
+$5.8M
259,188
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$5.6M
35,617
-32%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
132,809
+5%
减持
MCD
MCDONALDS CORP
-$4.9M
317,356
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$4.8M
460,996
+0%
增持
NEE
NEXTERA ENERGY INC
-$4.6M
375,382
+1%
增持
USB
US BANCORP DEL
+$4.6M
703,401
+11%
增持
ROP
ROPER TECHNOLOGIES INC
-$4.4M
154,311
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.4M
2,012,696
+6%
减持
IWP
ISHARES TR
+$3.9M
426,150
-0%
增持
SYK
STRYKER CORPORATION
+$3.7M
176,956
+7%
清仓
GNRC
GENERAC HOLDINGS INC
-$3.6M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
-$3.5M
111,579
+5%
减持
WM
WASTE MGMT INC DEL
-$3.5M
545,004
-0%
减持
WMT
WALMART INC
+$3.5M
807,690
-6%
增持
LLY
ELI LILLY & CO
-$3.4M
34,597
+2%
增持
JNJ
JOHNSON & JOHNSON
-$3.4M
194,753
+0%
增持
USMV
ISHARES TR
+$3.4M
1,181,625
+6%
增持
EFA
ISHARES TR
-$3.3M
481,393
+2%
减持
AXP
AMERICAN EXPRESS CO
+$3.1M
164,605
-2%
减持
LDOS
LEIDOS HOLDINGS INC
-$3.0M
4,554
-80%
减持
NVDA
NVIDIA CORPORATION
+$2.9M
325,821
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.9M
66,654
+257%
增持
—
ASML HOLDING N V
+$2.7M
82,646
+26%
建仓
T
AT&T INC
+$2.7M
118,689
建仓
AMLP
ALPS ETF TR
+$2.6M
54,090
增持
IWM
ISHARES TR
+$2.6M
219,224
+6%
建仓
—
QIAGEN NV
+$2.6M
58,340
减持
—
EXXON MOBIL CORP
-$2.5M
218,484
-2%
减持
APH
AMPHENOL CORP NEW
+$2.5M
1,201,099
-3%
减持
TJX
TJX COS INC NEW
+$2.4M
909,966
-1%
减持
IWF
ISHARES TR
+$2.4M
98,438
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$2.4M
21,839
-2%
建仓
ESAB
ESAB CORPORATION
+$2.3M
19,532
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
增持
QUAL
ISHARES TR
+$2.3M
477,473
+3%
增持
LNT
ALLIANT ENERGY CORP
-$2.3M
1,815,769
+1%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
46,317
+8%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$2.0M
93,961
增持
VUG
VANGUARD INDEX FDS
+$2.0M
27,679
+13%
增持
—
EVEREST GROUP LTD
-$2.0M
186,327
+5%
建仓
—
FABRINET
+$1.9M
8,815
减持
HUBB
HUBBELL INC
-$1.8M
94,607
-2%
清仓
—
LAM RESEARCH CORP
-$1.8M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$1.8M
40,173
-1%
减持
HD
HOME DEPOT INC
-$1.8M
108,642
-0%
增持
GEV
GE VERNOVA INC
+$1.7M
18,905
+7%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.7M
88,695
+6%
增持
CTAS
CINTAS CORP
-$1.7M
142,300
+6%
减持
AMGN
AMGEN INC
-$1.6M
25,492
-1%
减持
CACI
CACI INTL INC
-$1.6M
3,547
-42%
增持
ITW
ILLINOIS TOOL WKS INC
-$1.6M
285,950
+1%
减持
MRK
MERCK & CO INC
-$1.6M
102,473
-1%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
381,546
+2%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$1.6M
570,342
+0%
减持
PPG
PPG INDS INC
-$1.5M
53,206
-11%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
26,449
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.5M
26,979
增持
SCHF
SCHWAB STRATEGIC TR
-$1.5M
975,074
+105%
增持
BAC
BANK AMERICA CORP
+$1.5M
241,735
+5%
增持
VGT
VANGUARD WORLD FD
+$1.5M
27,024
+3%
减持
NNN
NNN REIT INC
-$1.5M
65,302
-23%
增持
NOW
SERVICENOW INC
+$1.5M
8,080
+2%
增持
IJR
ISHARES TR
+$1.5M
329,176
+6%
增持
GE
GE AEROSPACE
-$1.4M
73,170
+1%
增持
VDC
VANGUARD WORLD FD
+$1.4M
25,407
+41%
减持
EMXC
ISHARES INC
-$1.4M
10,276
-68%
减持
CRM
SALESFORCE INC
+$1.4M
23,963
-1%
建仓
IGV
ISHARES TR
+$1.4M
13,985
增持
NKE
NIKE INC
-$1.4M
114,812
+1%
清仓
—
SILVERCREST METALS INC
-$1.4M
0
-100%
减持
TYL
TYLER TECHNOLOGIES INC
-$1.3M
14,112
-13%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$1.3M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.3M
96,134
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.3M
34,723
+45%
建仓
—
TOPBUILD CORP
+$1.2M
3,914
增持
GDX
VANECK ETF TRUST
+$1.2M
116,859
+66%
减持
BKNG
BOOKING HOLDINGS INC
+$1.2M
1,934
-4%
减持
CL
COLGATE PALMOLIVE CO
-$1.2M
70,742
-3%
减持
EMR
EMERSON ELEC CO
+$1.1M
91,815
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
1,391,563
+12%
减持
UNP
UNION PAC CORP
-$1.1M
44,773
-2%
增持
IYW
ISHARES TR
+$1.1M
48,959
+10%
减持
DHI
D R HORTON INC
-$1.0M
19,489
-1%
减持
CSCO
CISCO SYS INC
+$1.0M
220,212
-2%
减持
VLTO
VERALTO CORP
-$1.0M
43,305
-11%
减持
ELV
ELEVANCE HEALTH INC
-$1.0M
5,485
-6%
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$1.0M
6,965
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$989.5K
9,031
-2%
增持
IVW
ISHARES TR
+$977.3K
135,920
+1%
减持
AOS
SMITH A O CORP
-$968.8K
44,290
-0%
减持
HWKN
HAWKINS INC
-$966.3K
24,050
-22%
减持
CVS
CVS HEALTH CORP
-$965.2K
24,617
-25%
减持
INTC
INTEL CORP
-$941.7K
117,674
-16%
增持
EQIX
EQUINIX INC
+$938.3K
2,828
+45%
建仓
MSTR
MICROSTRATEGY INC
+$932.6K
3,220
减持
COIN
COINBASE GLOBAL INC
+$928.5K
18,169
-10%
清仓
—
MARATHON OIL CORP
-$917.8K
0
-100%
增持
EEMV
ISHARES INC
+$914.1K
34,740
+98%
减持
WTFC
WINTRUST FINL CORP
-$903.8K
24,027
-33%
减持
NUE
NUCOR CORP
-$895.8K
8,222
-33%
减持
PFE
PFIZER INC
-$889.3K
110,365
-16%
建仓
IPAY
AMPLIFY ETF TR
+$886.9K
15,296
增持
COP
CONOCOPHILLIPS
+$871.3K
50,956
+28%
减持
OPCH
OPTION CARE HEALTH INC
-$855.0K
84,571
-6%
建仓
AFL
AFLAC INC
+$852.3K
8,239
