JOHNSON INVESTMENT COUNSEL INC
Cincinnati OH · SEC CIK 0000821197
$123.69亿2026Q1 申报市值
810持仓数
30.7%前十大占比 · 第一大 7.5%
111 / 85新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JMTG 新建仓+$8,024.99万
AGG 新建仓+$7,942.82万
AVGO 加仓+$5,692.57万
LH 加仓+$5,297.31万
VGIT 新建仓+$4,327.81万
2026Q1 卖出最多 按季末市值估算
ASML 减仓-$3,086.00万
CVX 减仓-$2,804.59万
LNT 减仓-$2,098.11万
PG 减仓-$1,774.03万
ADBE 减仓-$1,409.85万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | BITFARMS LTD | $3.71万 | 0.00% | 19,000 | 19,000 | — | $3.71万 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $5.04万 | 0.00% | 13,543 | -1,200 | -8.1% | -$4,464 | 减仓 |
| — | GEMINI SPACE STA INC | $7.12万 | 0.00% | 16,103 | 16,103 | — | $7.12万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $7.23万 | 0.00% | 10,500 | 10,500 | — | $7.23万 | 新建仓 |
| WEN | WENDYS CO | $8.39万 | 0.00% | 12,074 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $8.54万 | 0.00% | 10,111 | 10,111 | — | $8.54万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $8.99万 | 0.00% | 16,055 | 337 | 2.1% | $1,887 | 加仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $9.87万 | 0.00% | 18,340 | 0 | 0.0% | — | 不变 |
| GGB | GERDAU SA | $10.22万 | 0.00% | 28,300 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $16.96万 | 0.00% | 13,924 | 13,924 | — | $16.96万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $18.68万 | 0.00% | 10,525 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $19.73万 | 0.00% | 10,785 | 570 | 5.6% | $1.04万 | 加仓 |
| TLT | ISHARES TR | $20.06万 | 0.00% | 2,315 | 2,315 | — | $20.06万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $20.24万 | 0.00% | 2,025 | 2,025 | — | $20.24万 | 新建仓 |
| GIS | GENERAL MILLS INC | $20.28万 | 0.00% | 5,449 | -1,423 | -20.7% | -$5.30万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $20.42万 | 0.00% | 1,914 | 1,914 | — | $20.42万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.45万 | 0.00% | 1,136 | 1,136 | — | $20.45万 | 新建仓 |
| IYZ | ISHARES TR | $20.49万 | 0.00% | 5,212 | 5,212 | — | $20.49万 | 新建仓 |
| TSN | TYSON FOODS INC | $20.79万 | 0.00% | 3,245 | 3,245 | — | $20.79万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $20.98万 | 0.00% | 5,150 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $21.04万 | 0.00% | 3,770 | -742 | -16.4% | -$4.14万 | 减仓 |
| THG | HANOVER INS GROUP INC | $21.15万 | 0.00% | 1,220 | 17 | 1.4% | $2,947 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $21.27万 | 0.00% | 8,349 | 8,349 | — | $21.27万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $21.34万 | 0.00% | 4,380 | -44,845 | -91.1% | -$218.53万 | 减仓 |
| EFX | EQUIFAX INC | $21.63万 | 0.00% | 1,201 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $21.63万 | 0.00% | 2,236 | -128 | -5.4% | -$1.24万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $21.71万 | 0.00% | 2,990 | -130 | -4.2% | -$9,438 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $21.83万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $22.06万 | 0.00% | 9,266 | 3 | 0.0% | $71 | 加仓 |
| CATH | GLOBAL X FDS | $22.20万 | 0.00% | 2,841 | 20 | 0.7% | $1,563 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $22.28万 | 0.00% | 3,075 | -3,825 | -55.4% | -$27.72万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $22.30万 | 0.00% | 1,462 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $22.34万 | 0.00% | 945 | 2 | 0.2% | $473 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.45万 | 0.00% | 8,435 | 8,435 | — | $22.45万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $22.77万 | 0.00% | 5,022 | 5,022 | — | $22.77万 | 新建仓 |
| NET | CLOUDFLARE INC | $22.84万 | 0.00% | 1,107 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $22.84万 | 0.00% | 1,246 | -23 | -1.8% | -$4,217 | 减仓 |
| CDW | CDW CORP | $22.99万 | 0.00% | 1,900 | -522 | -21.6% | -$6.32万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $23.30万 | 0.00% | 4,110 | 150 | 3.8% | $8,502 | 加仓 |
| EPS | WISDOMTREE TR | $23.33万 | 0.00% | 3,425 | 3,425 | — | $23.33万 | 新建仓 |
| TTE | TOTALENERGIES SE | $23.50万 | 0.00% | 2,583 | -650 | -20.1% | -$5.91万 | 减仓 |
| ADSK | AUTODESK INC | $23.53万 | 0.00% | 983 | -1 | -0.1% | -$239 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.66万 | 0.00% | 659 | -753 | -53.3% | -$27.03万 | 减仓 |
| FXI | ISHARES TR | $23.69万 | 0.00% | 6,600 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $24.12万 | 0.00% | 6,552 | 6,552 | — | $24.12万 | 新建仓 |
| PSK | SPDR SERIES TRUST | $24.17万 | 0.00% | 7,838 | 7,838 | — | $24.17万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $24.23万 | 0.00% | 2,110 | 2,110 | — | $24.23万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $24.23万 | 0.00% | 9,510 | 9,510 | — | $24.23万 | 新建仓 |
| NXT | NEXTPOWER INC | $24.44万 | 0.00% | 2,027 | 2,027 | — | $24.44万 | 新建仓 |
| VTRS | VIATRIS INC | $24.53万 | 0.00% | 18,161 | -739 | -3.9% | -$9,984 | 减仓 |
| WSBC | WESBANCO INC | $24.62万 | 0.00% | 7,137 | -5,810 | -44.9% | -$20.04万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $24.74万 | 0.00% | 4,097 | 4,097 | — | $24.74万 | 新建仓 |
| FAST | FASTENAL CO | $24.76万 | 0.00% | 5,336 | -1,403 | -20.8% | -$6.51万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $24.77万 | 0.00% | 7,443 | 7,443 | — | $24.77万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $25.06万 | 0.00% | 3,454 | -577 | -14.3% | -$4.19万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $25.08万 | 0.00% | 4,000 | -2,000 | -33.3% | -$12.54万 | 减仓 |
| WS | WORTHINGTON STL INC | $25.15万 | 0.00% | 8,286 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $25.31万 | 0.00% | 911 | 46 | 5.3% | $1.28万 | 加仓 |
| WAB | WABTEC | $25.62万 | 0.00% | 1,025 | -819 | -44.4% | -$20.47万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $25.73万 | 0.00% | 437 | 13 | 3.1% | $7,653 | 加仓 |
| IMCG | ISHARES TR | $25.81万 | 0.00% | 3,276 | -78 | -2.3% | -$6,144 | 减仓 |
| PYLD | PIMCO ETF TR | $25.86万 | 0.00% | 9,871 | 9,871 | — | $25.86万 | 新建仓 |
| IUSG | ISHARES TR | $25.95万 | 0.00% | 1,673 | -5 | -0.3% | -$776 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $26.04万 | 0.00% | 2,585 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $26.23万 | 0.00% | 19,413 | -4,083 | -17.4% | -$5.52万 | 减仓 |
| SONY | SONY GROUP CORP | $26.35万 | 0.00% | 12,731 | -5,951 | -31.9% | -$12.32万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.41万 | 0.00% | 12,291 | 12,291 | — | $26.41万 | 新建仓 |
| URI | UNITED RENTALS INC | $26.59万 | 0.00% | 365 | -2 | -0.5% | -$1,457 | 减仓 |
| CCJ | CAMECO CORP | $26.62万 | 0.00% | 2,451 | 6 | 0.2% | $652 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $26.68万 | 0.00% | 3,990 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $26.89万 | 0.00% | 2,265 | -66 | -2.8% | -$7,836 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $26.91万 | 0.00% | 1,564 | 11 | 0.7% | $1,893 | 加仓 |
| VST | VISTRA CORP | $27.00万 | 0.00% | 1,796 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $27.05万 | 0.00% | 5,373 | 5,373 | — | $27.05万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.06万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $27.28万 | 0.00% | 8,212 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $27.35万 | 0.00% | 3,526 | 67 | 1.9% | $5,198 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $27.49万 | 0.00% | 6,092 | 6,092 | — | $27.49万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $27.49万 | 0.00% | 1,193 | 1,193 | — | $27.49万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $27.51万 | 0.00% | 8,349 | -375 | -4.3% | -$1.24万 | 减仓 |
| IXP | ISHARES TR | $27.57万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $27.61万 | 0.00% | 2,959 | -1,055 | -26.3% | -$9.84万 | 减仓 |
| APA | APA CORPORATION | $27.69万 | 0.00% | 6,524 | 6,524 | — | $27.69万 | 新建仓 |
| IYR | ISHARES TR | $27.73万 | 0.00% | 2,933 | 2,933 | — | $27.73万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $27.98万 | 0.00% | 5,599 | -208 | -3.6% | -$1.04万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $28.29万 | 0.00% | 6,140 | 6,140 | — | $28.29万 | 新建仓 |
| OKLO | OKLO INC | $28.30万 | 0.00% | 5,707 | -35 | -0.6% | -$1,736 | 减仓 |
| EPP | ISHARES INC | $28.35万 | 0.00% | 5,335 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $28.41万 | 0.00% | 1,749 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $28.51万 | 0.00% | 3,589 | -550 | -13.3% | -$4.37万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $28.55万 | 0.00% | 1,372 | -84 | -5.8% | -$1.75万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $28.59万 | 0.00% | 1,016 | 0 | 0.0% | — | 重新持有 |
| WTRG | ESSENTIAL UTILS INC | $28.73万 | 0.00% | 7,134 | 7 | 0.1% | $282 | 加仓 |
| MELI | MERCADOLIBRE INC | $28.87万 | 0.00% | 167 | 10 | 6.4% | $1.73万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $29.17万 | 0.00% | 4,516 | -2 | -0.0% | -$129 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $29.47万 | 0.00% | 5,115 | 54 | 1.1% | $3,112 | 加仓 |
| ACWI | ISHARES TR | $29.64万 | 0.00% | 2,142 | -25 | -1.2% | -$3,459 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $29.67万 | 0.00% | 11,912 | 11,912 | — | $29.67万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $29.72万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $30.14万 | 0.00% | 4,803 | -1,780 | -27.0% | -$11.17万 | 减仓 |