JOHNSON INVESTMENT COUNSEL INC
Cincinnati OH · SEC CIK 0000821197
$136.86亿2026Q2 申报市值
840持仓数
31.6%前十大占比 · 第一大 8.1%
50 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HUBB 加仓+$6,398.72万
HONA 新建仓+$4,548.00万
NOW 加仓+$4,213.29万
NVDA 加仓+$4,069.87万
IVV 加仓+$3,775.08万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$4,675.29万
AFG 减仓-$2,810.15万
MDT 减仓-$2,557.52万
LNT 减仓-$1,912.15万
NVT 减仓-$1,748.56万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $11.03亿 | 8.06% | 1,473,438 | 50,409 | 3.5% | $3,775.08万 | 加仓 |
| IWB | ISHARES TR | $5.85亿 | 4.28% | 1,429,386 | 9,824 | 0.7% | $402.29万 | 加仓 |
| AAPL | APPLE INC | $5.16亿 | 3.77% | 1,782,340 | -52,024 | -2.8% | -$1,505.37万 | 减仓 |
| GOOGL | ALPHABET INC | $3.87亿 | 2.83% | 1,081,872 | -20,683 | -1.9% | -$739.15万 | 减仓 |
| IWR | ISHARES TR | $3.31亿 | 2.42% | 3,001,929 | 94,082 | 3.2% | $1,037.91万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.26亿 | 2.38% | 2,225,685 | 33,386 | 1.5% | $489.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.25亿 | 2.38% | 871,535 | 19,055 | 2.2% | $710.79万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2.63亿 | 1.92% | 1,417,965 | -35,828 | -2.5% | -$663.32万 | 减仓 |
| NVT | NVENT ELEC PLC | $2.47亿 | 1.80% | 1,454,085 | -103,093 | -6.6% | -$1,748.56万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.41亿 | 1.76% | 2,877,438 | 85,887 | 3.1% | $719.30万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $2.41亿 | 1.76% | 5,297,082 | 146,309 | 2.8% | $665.12万 | 加仓 |
| AMZN | AMAZON COM INC | $2.20亿 | 1.60% | 921,278 | -33,983 | -3.6% | -$809.95万 | 减仓 |
| WMB | WILLIAMS COS INC | $2.05亿 | 1.49% | 2,751,271 | -147,088 | -5.1% | -$1,093.45万 | 减仓 |
| APH | AMPHENOL CORP | $1.75亿 | 1.28% | 994,623 | -13,957 | -1.4% | -$246.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.67亿 | 1.22% | 2,344,738 | 161,952 | 7.4% | $1,153.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.66亿 | 1.21% | 347,119 | -11,884 | -3.3% | -$567.54万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.62亿 | 1.18% | 5,492,353 | 358,131 | 7.0% | $1,053.98万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.60亿 | 1.17% | 402,733 | 4,542 | 1.1% | $180.39万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.57亿 | 1.14% | 1,144,304 | -22,117 | -1.9% | -$302.58万 | 减仓 |
| V | VISA INC | $1.54亿 | 1.13% | 450,119 | 5,459 | 1.2% | $187.29万 | 加仓 |
| AVGO | BROADCOM INC | $1.52亿 | 1.11% | 402,688 | 49,862 | 14.1% | $1,883.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.51亿 | 1.10% | 293,347 | 2,894 | 1.0% | $148.64万 | 加仓 |
| ASML | ASML HLDG NV | $1.40亿 | 1.02% | 70,235 | -2,637 | -3.6% | -$524.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.30亿 | 0.95% | 649,775 | 203,402 | 45.6% | $4,069.87万 | 加仓 |
| TJX | TJX COS INC NEW | $1.29亿 | 0.94% | 848,363 | -11,420 | -1.3% | -$173.01万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.27亿 | 0.93% | 569,714 | 3,822 | 0.7% | $85.18万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.24亿 | 0.91% | 653,183 | -17,240 | -2.6% | -$328.39万 | 减仓 |
| NDAQ | NASDAQ INC | $1.21亿 | 0.89% | 1,539,906 | -400 | -0.0% | -$3.15万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1.21亿 | 0.88% | 1,121,839 | -38,784 | -3.3% | -$416.70万 | 减仓 |
| QUAL | ISHARES TR | $1.18亿 | 0.87% | 539,969 | 36,993 | 7.4% | $811.74万 | 加仓 |
| USMV | ISHARES TR | $1.17亿 | 0.85% | 1,209,687 | -67,034 | -5.3% | -$646.61万 | 减仓 |
| KO | COCA COLA CO | $1.13亿 | 0.82% | 1,388,368 | -36,614 | -2.6% | -$297.56万 | 减仓 |
| HUBB | HUBBELL INC | $1.11亿 | 0.81% | 211,855 | 122,300 | 136.6% | $6,398.72万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1.10亿 | 0.80% | 1,435,378 | -250,642 | -14.9% | -$1,912.15万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.08亿 | 0.79% | 144,918 | 11,629 | 8.7% | $868.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.02亿 | 0.74% | 614,615 | -28,733 | -4.5% | -$476.28万 | 减仓 |
| IJR | ISHARES TR | $9,547.56万 | 0.70% | 643,757 | 101,962 | 18.8% | $1,512.20万 | 加仓 |
| COR | CENCORA INC | $9,389.32万 | 0.69% | 331,802 | -31,743 | -8.7% | -$898.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $9,194.69万 | 0.67% | 124,860 | 1,476 | 1.2% | $108.69万 | 加仓 |
| IWM | ISHARES TR | $9,111.19万 | 0.67% | 303,252 | -7,082 | -2.3% | -$212.78万 | 减仓 |
| NDSN | NORDSON CORP | $9,064.18万 | 0.66% | 300,447 | -5,840 | -1.9% | -$176.19万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $8,952.56万 | 0.65% | 986,617 | -36,126 | -3.5% | -$327.81万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $8,811.93万 | 0.64% | 325,801 | 4,413 | 1.4% | $119.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,780.83万 | 0.64% | 93,865 | 9,420 | 11.2% | $881.22万 | 加仓 |
| GOOG | ALPHABET INC | $8,703.43万 | 0.64% | 246,326 | -2,946 | -1.2% | -$104.09万 | 减仓 |
| SYK | STRYKER CORPORATION | $8,611.34万 | 0.63% | 273,515 | 59,237 | 27.6% | $1,865.02万 | 加仓 |
| MCD | MCDONALDS CORP | $8,418.85万 | 0.62% | 311,452 | 1,280 | 0.4% | $34.60万 | 加仓 |
| AGG | ISHARES TR | $8,210.72万 | 0.60% | 829,533 | 29,410 | 3.7% | $291.10万 | 加仓 |
| WMT | WALMART INC | $8,065.09万 | 0.59% | 712,086 | -4,049 | -0.6% | -$45.86万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $7,983.42万 | 0.58% | 1,575,261 | 1,733 | 0.1% | $8.78万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $7,967.17万 | 0.58% | 478,020 | -12,532 | -2.6% | -$208.87万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,820.42万 | 0.57% | 238,916 | 4,910 | 2.1% | $160.72万 | 加仓 |
| PEP | PEPSICO INC | $7,348.92万 | 0.54% | 542,756 | -5,631 | -1.0% | -$76.24万 | 减仓 |
| UMBF | UMB FINL CORP | $7,148.45万 | 0.52% | 500,732 | 17,783 | 3.7% | $253.87万 | 加仓 |
| LOW | LOWES COS INC | $6,954.17万 | 0.51% | 315,396 | 3,623 | 1.2% | $79.88万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,454.81万 | 0.47% | 246,960 | -41,096 | -14.3% | -$1,074.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $6,286.36万 | 0.46% | 685,685 | 42,733 | 6.6% | $391.78万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $6,203.86万 | 0.45% | 1,117,812 | 137,508 | 14.0% | $763.17万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $6,124.47万 | 0.45% | 218,731 | 19,177 | 9.6% | $536.96万 | 加仓 |
| TSLA | TESLA INC | $6,059.46万 | 0.44% | 144,067 | 1,688 | 1.2% | $71.00万 | 加仓 |
| IWF | ISHARES TR | $5,964.21万 | 0.44% | 480,326 | 17,286 | 3.7% | $214.64万 | 加仓 |
| NOW | SERVICENOW INC | $5,897.89万 | 0.43% | 594,066 | 424,384 | 250.1% | $4,213.29万 | 加仓 |
| IWP | ISHARES TR | $5,873.85万 | 0.43% | 401,192 | -2,038 | -0.5% | -$29.84万 | 减仓 |
| EFA | ISHARES TR | $5,853.05万 | 0.43% | 563,443 | 14,503 | 2.6% | $150.66万 | 加仓 |
| AVY | AVERY DENNISON CORP | $5,699.97万 | 0.42% | 351,092 | -16,953 | -4.6% | -$275.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,475.55万 | 0.40% | 109,426 | 21,056 | 23.8% | $1,053.62万 | 加仓 |
| IEX | IDEX CORP | $5,366.75万 | 0.39% | 236,473 | -7,244 | -3.0% | -$164.40万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $5,329.48万 | 0.39% | 157,560 | -2,352 | -1.5% | -$79.56万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $5,143.20万 | 0.38% | 2,005,929 | -194,868 | -8.9% | -$499.64万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5,056.16万 | 0.37% | 1,487,107 | 170,385 | 12.9% | $579.31万 | 加仓 |
| IJH | ISHARES TR | $5,017.72万 | 0.37% | 650,722 | 15,103 | 2.4% | $116.46万 | 加仓 |
| VGT | VANGUARD WORLD FD | $4,904.79万 | 0.36% | 410,374 | 26,670 | 7.0% | $318.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,775.47万 | 0.35% | 69,531 | -2,304 | -3.2% | -$158.24万 | 减仓 |
| HON | HONEYWELL INTL INC | $4,614.17万 | 0.34% | 206,082 | -208,812 | -50.3% | -$4,675.29万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,592.62万 | 0.34% | 388,186 | -32,408 | -7.7% | -$383.42万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,548.00万 | 0.33% | 205,717 | 205,717 | — | $4,548.00万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,415.32万 | 0.32% | 748,612 | 21,860 | 3.0% | $128.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,325.98万 | 0.32% | 170,334 | -3,579 | -2.1% | -$90.90万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $4,157.15万 | 0.30% | 334,069 | -18,196 | -5.2% | -$226.43万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $4,095.52万 | 0.30% | 1,133,550 | 88,546 | 8.5% | $319.92万 | 加仓 |
| LLY | ELI LILLY & CO | $3,968.62万 | 0.29% | 33,088 | -1,927 | -5.5% | -$231.13万 | 减仓 |
| CSL | CARLISLE COS INC | $3,967.01万 | 0.29% | 109,359 | -18,574 | -14.5% | -$673.77万 | 减仓 |
| ABBV | ABBVIE INC | $3,907.05万 | 0.29% | 155,264 | -2,946 | -1.9% | -$74.13万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,738.71万 | 0.27% | 1,104,821 | -5,370 | -0.5% | -$18.17万 | 减仓 |
| MUB | ISHARES TR | $3,618.91万 | 0.26% | 336,267 | 1,342 | 0.4% | $14.44万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,605.71万 | 0.26% | 1,301,699 | 94,882 | 7.9% | $262.82万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,563.96万 | 0.26% | 612,364 | 14,013 | 2.3% | $81.56万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,553.25万 | 0.26% | 253,912 | -200,811 | -44.2% | -$2,810.15万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3,552.96万 | 0.26% | 87,241 | -8,039 | -8.4% | -$327.40万 | 减仓 |
| HD | HOME DEPOT INC | $3,434.42万 | 0.25% | 97,381 | -2,163 | -2.2% | -$76.28万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,305.96万 | 0.24% | 399,996 | 11,407 | 2.9% | $94.28万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,185.74万 | 0.23% | 92,523 | -1,151 | -1.2% | -$39.63万 | 减仓 |
| META | META PLATFORMS INC | $3,127.69万 | 0.23% | 55,525 | 3,036 | 5.8% | $171.02万 | 加仓 |
| GPC | GENUINE PARTS CO | $3,031.94万 | 0.22% | 256,988 | -46,075 | -15.2% | -$543.59万 | 减仓 |
| USB | US BANCORP | $3,030.00万 | 0.22% | 501,656 | -25,299 | -4.8% | -$152.81万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,006.29万 | 0.22% | 815,376 | 158,146 | 24.1% | $583.08万 | 加仓 |
| GE | GE AEROSPACE | $2,929.27万 | 0.21% | 78,379 | 1,581 | 2.1% | $59.09万 | 加仓 |
| IWN | ISHARES TR | $2,920.09万 | 0.21% | 132,012 | -11,238 | -7.8% | -$248.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,876.67万 | 0.21% | 327,751 | -13,817 | -4.0% | -$121.27万 | 减仓 |
| CTAS | CINTAS CORP | $2,820.09万 | 0.21% | 165,810 | 6,967 | 4.4% | $118.49万 | 加仓 |