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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 89
减持 49
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$108.8M
823,603
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$97.8M
66,102
-71%
增持
IVV
ISHARES TR
+$92.2M
1,342,450
+2%
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
IWB
ISHARES TR
+$59.8M
1,405,034
+3%
增持
ILOW
AB ACTIVE ETFS INC
+$40.2M
4,152,063
+16%
增持
—
NVENT ELECTRIC PLC
+$38.6M
1,747,061
+3%
增持
AMZN
AMAZON COM INC
+$36.0M
921,757
+5%
减持
APH
AMPHENOL CORP NEW
+$35.0M
1,129,510
-3%
减持
PG
PROCTER AND GAMBLE CO
-$29.5M
2,317,146
-1%
增持
GOOGL
ALPHABET INC
+$28.0M
1,240,320
+1%
增持
AAPL
APPLE INC
-$27.6M
1,916,189
+1%
增持
APO
APOLLO GLOBAL MGMT INC
+$25.7M
330,506
+114%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$25.6M
1,728,951
+20%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$25.6M
392,504
+3%
减持
NDAQ
NASDAQ INC
+$24.9M
1,868,135
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$23.0M
2,310,042
+6%
增持
NVDA
NVIDIA CORPORATION
+$22.8M
387,953
+9%
增持
IWR
ISHARES TR
+$20.5M
2,614,856
+1%
增持
—
ASML HOLDING N V
+$18.7M
100,866
+7%
增持
AVGO
BROADCOM INC
+$17.1M
149,336
+4%
增持
ADI
ANALOG DEVICES INC
+$16.2M
427,561
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$16.1M
155,424
+9%
增持
CVX
CHEVRON CORP NEW
-$15.4M
837,953
+4%
增持
INTU
INTUIT
+$14.6M
83,041
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$13.6M
452,427
-2%
增持
SHW
SHERWIN WILLIAMS CO
+$12.9M
78,144
+96%
增持
FHN
FIRST HORIZON CORPORATION
+$12.7M
3,152,122
+13%
增持
SCHX
SCHWAB STRATEGIC TR
+$12.5M
4,887,034
+1%
增持
META
META PLATFORMS INC
+$12.5M
40,377
+34%
增持
IWF
ISHARES TR
+$12.4M
112,779
+15%
增持
QQQ
INVESCO QQQ TR
+$12.2M
109,486
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$11.5M
230,250
+2%
减持
ORCL
ORACLE CORP
+$10.8M
139,391
-1%
增持
TSLA
TESLA INC
+$9.0M
139,691
+2%
增持
HON
HONEYWELL INTL INC
+$8.8M
413,578
+0%
增持
SYK
STRYKER CORPORATION
+$8.2M
204,486
+5%
增持
AVY
AVERY DENNISON CORP
+$8.2M
314,937
+19%
减持
WMB
WILLIAMS COS INC
+$8.0M
3,093,148
-1%
增持
VOO
VANGUARD INDEX FDS
+$7.9M
60,495
+17%
增持
HUBB
HUBBELL INC
+$7.7M
94,945
+1%
减持
MCD
MCDONALDS CORP
-$7.6M
317,780
-1%
减持
AXP
AMERICAN EXPRESS CO
+$7.6M
162,474
-1%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$7.1M
289,084
+2%
减持
COR
CENCORA INC
+$6.9M
399,623
-2%
减持
IWP
ISHARES TR
+$6.8M
404,889
-4%
减持
WMT
WALMART INC
+$5.9M
763,829
-3%
增持
NDSN
NORDSON CORP
+$5.8M
338,366
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.7M
1,058,434
+5%
清仓
POOL
POOL CORP
-$5.7M
0
-100%
增持
GOOG
ALPHABET INC
+$5.6M
261,800
+0%
增持
IJR
ISHARES TR
+$5.5M
378,398
+10%
增持
EFA
ISHARES TR
+$5.5M
502,632
+4%
增持
PEP
PEPSICO INC
-$5.4M
547,679
+6%
减持
NOC
NORTHROP GRUMMAN CORP
-$5.1M
37,989
-19%
减持
ABBV
ABBVIE INC
-$4.9M
156,526
-3%
增持
GE
GE AEROSPACE
+$4.8M
76,232
+3%
减持
—
EVEREST GROUP LTD
-$4.8M
189,702
-0%
增持
VGT
VANGUARD WORLD FD
+$4.7M
28,293
+9%
增持
AXON
AXON ENTERPRISE INC
+$4.6M
15,052
+1%
减持
JNJ
JOHNSON & JOHNSON
-$4.5M
189,105
-6%
增持
DHR
DANAHER CORPORATION
-$4.5M
645,961
+0%
增持
GEV
GE VERNOVA INC
+$4.5M
19,346
+3%
减持
ZTS
ZOETIS INC
-$4.5M
489,773
-0%
增持
LNT
ALLIANT ENERGY CORP
-$4.1M
1,924,229
+3%
增持
VHT
VANGUARD WORLD FD
+$4.1M
42,235
+75%
增持
USMV
ISHARES TR
+$4.0M
1,263,596
+3%
增持
MA
MASTERCARD INCORPORATED
+$3.9M
280,445
+0%
增持
EFG
ISHARES TR
+$3.8M
124,406
+23%
增持
IJH
ISHARES TR
+$3.7M
629,522
+4%
减持
—
EXXON MOBIL CORP
-$3.6M
218,867
-4%
增持
IVW
ISHARES TR
+$3.6M
164,057
+5%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$3.6M
46,854
-33%
减持
CSL
CARLISLE COS INC
+$3.6M
134,194
-2%
减持
COST
COSTCO WHSL CORP NEW
+$3.4M
85,210
-0%
减持
SPGI
S&P GLOBAL INC
-$3.3M
104,004
-9%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.3M
1,062,250
+4%
减持
IWM
ISHARES TR
+$3.3M
219,750
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
90,407
+2%
建仓
ON
ON SEMICONDUCTOR CORP
+$3.1M
58,472
增持
XLK
SELECT SECTOR SPDR TR
+$3.1M
36,325
+22%
增持
CTAS
CINTAS CORP
+$2.8M
147,412
+1%
增持
GDX
VANECK ETF TRUST
+$2.7M
158,387
+32%
减持
QUAL
ISHARES TR
+$2.7M
474,242
-4%
增持
EFV
ISHARES TR
+$2.6M
229,278
+13%
建仓
AM
ANTERO MIDSTREAM CORP
+$2.6M
138,700
增持
IYW
ISHARES TR
+$2.6M
56,687
+11%
增持
ESI
ELEMENT SOLUTIONS INC
+$2.6M
123,805
+1246%
增持
AEP
AMERICAN ELEC PWR CO INC
-$2.5M
1,169,737
+3%
减持
—
AXIS CAP HLDGS LTD
+$2.5M
1,216,361
-1%
减持
LLY
ELI LILLY & CO
-$2.5M
36,278
-3%
减持
PPG
PPG INDS INC
-$2.5M
27,975
-46%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
42,094
+5%
增持
VTI
VANGUARD INDEX FDS
+$2.5M
71,383
+2%
增持
VB
VANGUARD INDEX FDS
+$2.5M
56,444
+15%
建仓
UFPT
UFP TECHNOLOGIES INC
+$2.4M
10,026
减持
HSY
HERSHEY CO
-$2.4M
25,393
-35%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.3M
387,281
+21%
增持
IWV
ISHARES TR
+$2.3M
63,818
+1%
减持
MRK
MERCK & CO INC
-$2.2M
109,774
-10%
减持
COIN
COINBASE GLOBAL INC
+$2.2M
15,194
-16%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$2.0M
216,632
增持
IEX
IDEX CORP
+$2.0M
310,743
+7%
减持
BKNG
BOOKING HOLDINGS INC
+$1.9M
1,853
-3%
增持
IXN
ISHARES TR
+$1.9M
110,541
+1%
增持
NOW
SERVICENOW INC
+$1.9M
8,084
+0%
增持
ROP
ROPER TECHNOLOGIES INC
-$1.8M
157,812
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.8M
29,042
+3%
减持
ABT
ABBOTT LABS
+$1.8M
988,641
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.7M
682,705
+3%
减持
KO
COCA COLA CO
-$1.7M
1,482,349
-0%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
184,064
-18%
减持
NFLX
NETFLIX INC
+$1.6M
4,224
-2%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
405,667
+6%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
611,333
+3%
减持
CSCO
CISCO SYS INC
+$1.6M
225,623
-1%
减持
—
SKECHERS U S A INC
-$1.6M
6,800
-81%
增持
DIS
DISNEY WALT CO
+$1.6M
57,732
+2%
建仓
IRMD
IRADIMED CORP
+$1.5M
25,655
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$1.5M
602,558
+6%
减持
BA
BOEING CO
+$1.4M
37,835
-0%
清仓
BLKB
BLACKBAUD INC
-$1.4M
0
-100%
增持
CAT
CATERPILLAR INC
+$1.4M
14,302
+14%
增持
SPEU
SPDR INDEX SHS FDS
+$1.4M
36,334
+321%
减持
CINF
CINCINNATI FINL CORP
-$1.4M
1,367,767
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
110,114
+4%
建仓
FEZ
SPDR INDEX SHS FDS
+$1.3M
22,565
减持
IVE
ISHARES TR
-$1.3M
5,998
-53%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.3M
36,411
+0%
清仓
SHOO
MADDEN STEVEN LTD
-$1.2M
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$1.2M
55,156
-1%
清仓
—
DIAMOND HILL INVT GROUP INC
-$1.2M
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.2M
25,228
-19%
减持
BDX
BECTON DICKINSON & CO
-$1.2M
16,224
-6%
增持
IWY
ISHARES TR
+$1.2M
6,786
+177%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
22,773
-24%
增持
CHE
CHEMED CORP NEW
-$1.1M
8,794
+1%
增持
DT
DYNATRACE INC
+$1.1M
94,482
+8%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$1.1M
8,660
-64%
减持
V
VISA INC
-$1.0M
357,020
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$1.0M
45,343
-13%
建仓
QDTE
ROUNDHILL ETF TRUST
+$1.0M
28,650
增持
VIS
VANGUARD WORLD FD
+$1.0M
10,028
+38%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$1.0M
7,305
+67%
减持
EMR
EMERSON ELEC CO
+$976.9K
92,104
-11%
增持
CACI
CACI INTL INC
+$975.4K
4,767
+35%
增持
TYL
TYLER TECHNOLOGIES INC
+$973.6K
14,810
+10%
增持
RTX
RTX CORPORATION
+$966.1K
37,895
+10%
增持
VO
VANGUARD INDEX FDS
+$966.1K
28,423
+5%
减持
NEE
NEXTERA ENERGY INC
-$962.7K
364,841
-2%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$931.9K
0
-100%
