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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $57.80万 | 0.00% | 6,188 | 3,162 | 104.5% | $29.54万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $57.84万 | 0.00% | 12,187 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $58.65万 | 0.00% | 2,909 | -1 | -0.0% | -$202 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $58.79万 | 0.00% | 3,274 | -211 | -6.1% | -$3.79万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $59.70万 | 0.00% | 29,366 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $60.12万 | 0.00% | 2,997 | 65 | 2.2% | $1.30万 | 加仓 |
| BP | BP PLC | $60.54万 | 0.00% | 16,386 | -1 | -0.0% | -$37 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $60.59万 | 0.00% | 25,099 | 1,601 | 6.8% | $3.86万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $60.91万 | 0.00% | 44,045 | 783 | 1.8% | $1.08万 | 加仓 |
| EIX | EDISON INTL | $61.13万 | 0.00% | 8,211 | -1,075 | -11.6% | -$8.00万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $61.45万 | 0.00% | 11,018 | 88 | 0.8% | $4,908 | 加仓 |
| GSK | GSK PLC | $61.61万 | 0.00% | 11,753 | -982 | -7.7% | -$5.15万 | 减仓 |
| PEBO | PEOPLES BANCORP INC | $62.27万 | 0.00% | 16,211 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $62.79万 | 0.00% | 9,142 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $62.79万 | 0.00% | 5,499 | 106 | 2.0% | $1.21万 | 加仓 |
| ET | ENERGY TRANSFER L P | $63.74万 | 0.00% | 33,336 | -38 | -0.1% | -$727 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $64.20万 | 0.00% | 12,169 | 337 | 2.8% | $1.78万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $64.75万 | 0.00% | 671 | 671 | — | $64.75万 | 新建仓 |
| SRE | SEMPRA | $64.92万 | 0.00% | 7,002 | 1,807 | 34.8% | $16.75万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $64.93万 | 0.00% | 15,965 | 1,212 | 8.2% | $4.93万 | 加仓 |
| IBTH | ISHARES TR | $64.95万 | 0.00% | 29,035 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $65.20万 | 0.00% | 1,329 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $65.45万 | 0.00% | 6,088 | -203 | -3.2% | -$2.18万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $65.58万 | 0.00% | 6,010 | -5 | -0.1% | -$546 | 减仓 |
| CDW | CDW CORP | $66.14万 | 0.00% | 4,703 | 2,803 | 147.5% | $39.42万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $66.17万 | 0.00% | 11,474 | -623 | -5.2% | -$3.59万 | 减仓 |
| IBMQ | ISHARES TR | $66.58万 | 0.00% | 26,027 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $66.70万 | 0.00% | 6,189 | 7 | 0.1% | $754 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $66.89万 | 0.00% | 4,400 | -14 | -0.3% | -$2,128 | 减仓 |
| MOAT | VANECK ETF TRUST | $67.33万 | 0.00% | 6,477 | 2,535 | 64.3% | $26.35万 | 加仓 |
| NVO | NOVO-NORDISK A S | $67.38万 | 0.00% | 14,055 | -246 | -1.7% | -$1.18万 | 减仓 |
| SUSA | ISHARES TR | $67.41万 | 0.00% | 4,369 | 85 | 2.0% | $1.31万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $67.79万 | 0.00% | 1,099 | 5 | 0.5% | $3,084 | 加仓 |
| AIZ | ASSURANT INC | $67.83万 | 0.00% | 2,526 | -70 | -2.7% | -$1.88万 | 减仓 |
| FDX | FEDEX CORP | $68.56万 | 0.01% | 2,189 | 144 | 7.0% | $4.51万 | 加仓 |
| HAL | HALLIBURTON CO | $68.56万 | 0.01% | 20,195 | -589 | -2.8% | -$2.00万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $68.61万 | 0.01% | 18,922 | 10,573 | 126.6% | $38.34万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $69.25万 | 0.01% | 17,881 | 1,546 | 9.5% | $5.99万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $69.34万 | 0.01% | 3,254 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $69.38万 | 0.01% | 7,534 | -221 | -2.8% | -$2.04万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $69.77万 | 0.01% | 4,273 | -120 | -2.7% | -$1.96万 | 减仓 |
| MTB | M & T BK CORP | $69.85万 | 0.01% | 2,935 | -337 | -10.3% | -$8.02万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $70.40万 | 0.01% | 3,476 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $70.56万 | 0.01% | 10,374 | 2,538 | 32.4% | $17.26万 | 加仓 |
| KHC | KRAFT HEINZ CO | $71.03万 | 0.01% | 30,072 | -149 | -0.5% | -$3,519 | 减仓 |
| NI | NISOURCE INC | $71.18万 | 0.01% | 14,969 | -1,396 | -8.5% | -$6.64万 | 减仓 |
| PAVE | GLOBAL X FDS | $73.07万 | 0.01% | 12,402 | 946 | 8.3% | $5.57万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $73.43万 | 0.01% | 19,292 | -107 | -0.6% | -$4,072 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $73.96万 | 0.01% | 8,536 | -300 | -3.4% | -$2.60万 | 减仓 |
| DON | WISDOMTREE TR | $74.01万 | 0.01% | 13,094 | 8 | 0.1% | $452 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $74.08万 | 0.01% | 9,741 | 80 | 0.8% | $6,084 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $74.68万 | 0.01% | 4,371 | 4,371 | — | $74.68万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $74.70万 | 0.01% | 8,257 | -147 | -1.7% | -$1.33万 | 减仓 |
| HPQ | HP INC | $74.95万 | 0.01% | 34,161 | -840 | -2.4% | -$1.84万 | 减仓 |
| TOLZ | PROSHARES TR | $75.34万 | 0.01% | 12,711 | -924 | -6.8% | -$5.48万 | 减仓 |
| CR | CRANE COMPANY | $75.46万 | 0.01% | 3,383 | 4 | 0.1% | $892 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $75.53万 | 0.01% | 27,921 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $75.78万 | 0.01% | 6,449 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $75.79万 | 0.01% | 3,985 | -144 | -3.5% | -$2.74万 | 减仓 |
| OKE | ONEOK INC NEW | $76.06万 | 0.01% | 8,749 | -438 | -4.8% | -$3.81万 | 减仓 |
| NTAP | NETAPP INC | $76.25万 | 0.01% | 4,927 | 3 | 0.1% | $464 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $77.03万 | 0.01% | 7,137 | -230 | -3.1% | -$2.48万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $77.32万 | 0.01% | 15,263 | 15,263 | — | $77.32万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $78.13万 | 0.01% | 22,444 | 346 | 1.6% | $1.20万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $78.49万 | 0.01% | 82,972 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $79.00万 | 0.01% | 8,986 | 111 | 1.3% | $9,758 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $79.21万 | 0.01% | 1,810 | -642 | -26.2% | -$28.10万 | 减仓 |
| SYY | SYSCO CORP | $79.36万 | 0.01% | 9,495 | 77 | 0.8% | $6,436 | 加仓 |
| MAS | MASCO CORP | $79.45万 | 0.01% | 9,764 | -217 | -2.2% | -$1.77万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $79.53万 | 0.01% | 34,384 | 13,664 | 65.9% | $31.60万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $80.70万 | 0.01% | 14,705 | -5,640 | -27.7% | -$30.95万 | 减仓 |
| CTVA | CORTEVA INC | $80.74万 | 0.01% | 9,534 | -78 | -0.8% | -$6,606 | 减仓 |
| SCZ | ISHARES TR | $81.23万 | 0.01% | 9,874 | 222 | 2.3% | $1.83万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $81.46万 | 0.01% | 2,405 | 264 | 12.3% | $8.94万 | 加仓 |
| PHM | PULTE GROUP INC | $82.60万 | 0.01% | 6,020 | 25 | 0.4% | $3,430 | 加仓 |
| MGV | VANGUARD WORLD FD | $82.63万 | 0.01% | 5,056 | 2 | 0.0% | $327 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $83.14万 | 0.01% | 15,630 | -2,737 | -14.9% | -$14.56万 | 减仓 |
| SNA | SNAP ON INC | $84.46万 | 0.01% | 2,099 | -5 | -0.2% | -$2,012 | 减仓 |
| GILD | GILEAD SCIENCES INC | $84.54万 | 0.01% | 6,691 | -146 | -2.1% | -$1.84万 | 减仓 |
| AZN | ASTRAZENECA PLC | $84.74万 | 0.01% | 4,469 | 147 | 3.4% | $2.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $84.83万 | 0.01% | 8,871 | -802 | -8.3% | -$7.67万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $85.50万 | 0.01% | 5,033 | 1,373 | 37.5% | $23.32万 | 加仓 |
| CPT | CAMDEN PPTY TR | $85.98万 | 0.01% | 7,510 | -1,471 | -16.4% | -$16.84万 | 减仓 |
| — | GLOBAL X FDS | $86.14万 | 0.01% | 29,685 | 29,685 | — | $86.14万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $87.55万 | 0.01% | 2,362 | 83 | 3.6% | $3.08万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $87.66万 | 0.01% | 9,974 | -261 | -2.6% | -$2.29万 | 减仓 |
| HUM | HUMANA INC | $87.75万 | 0.01% | 2,209 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $88.55万 | 0.01% | 1,067 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $88.65万 | 0.01% | 10,478 | -1,991 | -16.0% | -$16.85万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $89.19万 | 0.01% | 28,650 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $89.41万 | 0.01% | 9,105 | 212 | 2.4% | $2.08万 | 加仓 |
| URA | GLOBAL X FDS | $90.95万 | 0.01% | 20,812 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $91.53万 | 0.01% | 6,253 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $91.74万 | 0.01% | 4,871 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $92.75万 | 0.01% | 2,473 | -578 | -18.9% | -$21.68万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $92.93万 | 0.01% | 6,785 | -560 | -7.6% | -$7.67万 | 减仓 |
| EMXC | ISHARES INC | $93.64万 | 0.01% | 9,153 | -16 | -0.2% | -$1,637 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $93.89万 | 0.01% | 5,761 | 17 | 0.3% | $2,771 | 加仓 |
| WELL | WELLTOWER INC | $94.74万 | 0.01% | 4,174 | 137 | 3.4% | $3.11万 | 加仓 |
| IJS | ISHARES TR | $94.75万 | 0.01% | 6,932 | 885 | 14.6% | $12.10万 | 加仓 |