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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $95.88万 | 0.01% | 8,667 | -1,354 | -13.5% | -$14.98万 | 减仓 |
| IGSB | ISHARES TR | $96.57万 | 0.01% | 18,425 | 180 | 1.0% | $9,434 | 加仓 |
| IDVO | AMPLIFY ETF TR | $96.66万 | 0.01% | 23,015 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $98.71万 | 0.01% | 16,237 | 503 | 3.2% | $3.06万 | 加仓 |
| DVA | DAVITA INC | $99.11万 | 0.01% | 4,455 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $100.14万 | 0.01% | 12,121 | 1,249 | 11.5% | $10.32万 | 加仓 |
| TGT | TARGET CORP | $100.99万 | 0.01% | 7,732 | -1,795 | -18.8% | -$23.45万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $101.10万 | 0.01% | 32,509 | 94 | 0.3% | $2,923 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $101.16万 | 0.01% | 17,478 | -1,997 | -10.3% | -$11.56万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $101.47万 | 0.01% | 3,196 | 65 | 2.1% | $2.06万 | 加仓 |
| ARKQ | ARK ETF TR | $104.64万 | 0.01% | 7,914 | 7,914 | — | $104.64万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $104.65万 | 0.01% | 29,021 | -266 | -0.9% | -$9,592 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $104.90万 | 0.01% | 4,223 | -743 | -15.0% | -$18.46万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $105.14万 | 0.01% | 18,920 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $105.43万 | 0.01% | 9,029 | 167 | 1.9% | $1.95万 | 加仓 |
| IDA | IDACORP INC | $105.76万 | 0.01% | 6,990 | -157 | -2.2% | -$2.38万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $106.40万 | 0.01% | 15,205 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $107.13万 | 0.01% | 4,596 | 691 | 17.7% | $16.11万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $107.17万 | 0.01% | 6,221 | -8,276 | -57.1% | -$142.57万 | 减仓 |
| VOX | VANGUARD WORLD FD | $107.83万 | 0.01% | 5,862 | -341 | -5.5% | -$6.27万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $108.37万 | 0.01% | 2,802 | -941 | -25.1% | -$36.39万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $109.40万 | 0.01% | 9,194 | 3,811 | 70.8% | $45.35万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $110.38万 | 0.01% | 38,595 | -270 | -0.7% | -$7,722 | 减仓 |
| GM | GENERAL MTRS CO | $110.75万 | 0.01% | 14,369 | 113 | 0.8% | $8,710 | 加仓 |
| STT | STATE STR CORP | $112.21万 | 0.01% | 6,616 | 26 | 0.4% | $4,410 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $112.71万 | 0.01% | 8,505 | -3 | -0.0% | -$398 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $113.34万 | 0.01% | 29,423 | 29,423 | — | $113.34万 | 新建仓 |
| IGF | ISHARES TR | $114.37万 | 0.01% | 17,173 | 2,887 | 20.2% | $19.23万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $114.39万 | 0.01% | 13,288 | -1,576 | -10.6% | -$13.57万 | 减仓 |
| VV | VANGUARD INDEX FDS | $115.04万 | 0.01% | 3,345 | -118 | -3.4% | -$4.06万 | 减仓 |
| MCK | MCKESSON CORP | $116.51万 | 0.01% | 1,542 | -48 | -3.0% | -$3.63万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $116.58万 | 0.01% | 7,979 | -448 | -5.3% | -$6.55万 | 减仓 |
| PPG | PPG INDS INC | $117.00万 | 0.01% | 9,647 | -455 | -4.5% | -$5.52万 | 减仓 |
| MMS | MAXIMUS INC | $117.81万 | 0.01% | 21,915 | -140 | -0.6% | -$7,526 | 减仓 |
| MKC | MCCORMICK & CO INC | $118.33万 | 0.01% | 23,469 | 77 | 0.3% | $3,882 | 加仓 |
| MUNI | PIMCO ETF TR | $118.98万 | 0.01% | 22,620 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $119.20万 | 0.01% | 4,841 | 1,044 | 27.5% | $25.71万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $119.47万 | 0.01% | 14,382 | 579 | 4.2% | $4.81万 | 加仓 |
| SLB | SLB LIMITED | $119.71万 | 0.01% | 25,750 | -4,377 | -14.5% | -$20.35万 | 减仓 |
| SUB | ISHARES TR | $120.59万 | 0.01% | 11,326 | -1,278 | -10.1% | -$13.61万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $120.91万 | 0.01% | 54,074 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $120.94万 | 0.01% | 20,117 | -438 | -2.1% | -$2.63万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $120.94万 | 0.01% | 52,175 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $122.51万 | 0.01% | 4,216 | 1 | 0.0% | $291 | 加仓 |
| EBAY | EBAY INC. | $122.91万 | 0.01% | 10,998 | 28 | 0.3% | $3,129 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $123.17万 | 0.01% | 1,614 | -24 | -1.5% | -$1.83万 | 减仓 |
| RIO | RIO TINTO PLC | $124.08万 | 0.01% | 13,070 | 922 | 7.6% | $8.75万 | 加仓 |
| IJT | ISHARES TR | $124.41万 | 0.01% | 6,966 | 506 | 7.8% | $9.04万 | 加仓 |
| CERY | SPDR SERIES TRUST | $125.21万 | 0.01% | 37,454 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $126.11万 | 0.01% | 10,901 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $127.94万 | 0.01% | 4,177 | 624 | 17.6% | $19.11万 | 加仓 |
| EMBJ | EMBRAER S.A. | $128.27万 | 0.01% | 20,105 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $131.69万 | 0.01% | 17,376 | 4,592 | 35.9% | $34.80万 | 加仓 |
| VPU | VANGUARD WORLD FD | $133.35万 | 0.01% | 6,813 | -121 | -1.7% | -$2.37万 | 减仓 |
| NUE | NUCOR CORP | $133.83万 | 0.01% | 6,008 | 2 | 0.0% | $446 | 加仓 |
| PFF | ISHARES TR | $134.13万 | 0.01% | 43,993 | 250 | 0.6% | $7,623 | 加仓 |
| HWKN | HAWKINS INC | $135.68万 | 0.01% | 9,548 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $136.55万 | 0.01% | 4,953 | 84 | 1.7% | $2.32万 | 加仓 |
| SJM | SMUCKER J M CO | $137.33万 | 0.01% | 12,207 | 951 | 8.4% | $10.70万 | 加仓 |
| SHEL | SHELL PLC | $137.59万 | 0.01% | 17,745 | -24 | -0.1% | -$1,861 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $137.60万 | 0.01% | 17,661 | 675 | 4.0% | $5.26万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $137.83万 | 0.01% | 26,593 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $138.09万 | 0.01% | 5,813 | 55 | 1.0% | $1.31万 | 加仓 |
| ECL | ECOLAB INC | $139.00万 | 0.01% | 4,989 | -157 | -3.1% | -$4.37万 | 减仓 |
| IVE | ISHARES TR | $139.46万 | 0.01% | 6,142 | 38 | 0.6% | $8,628 | 加仓 |
| CMI | CUMMINS INC | $141.75万 | 0.01% | 1,988 | 34 | 1.7% | $2.42万 | 加仓 |
| — | SPDR SERIES TRUST | $142.65万 | 0.01% | 11,939 | 11,939 | — | $142.65万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $143.44万 | 0.01% | 3,679 | -265 | -6.7% | -$10.33万 | 减仓 |
| EEMV | ISHARES INC | $143.53万 | 0.01% | 19,066 | 117 | 0.6% | $8,808 | 加仓 |
| DTE | DTE ENERGY CO | $145.60万 | 0.01% | 9,556 | 958 | 11.1% | $14.60万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $146.19万 | 0.01% | 7,069 | 450 | 6.8% | $9.31万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $146.20万 | 0.01% | 13,647 | 2,731 | 25.0% | $29.26万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $146.41万 | 0.01% | 79,012 | -39,023 | -33.1% | -$72.31万 | 减仓 |
| MPLX | MPLX LP | $148.02万 | 0.01% | 26,278 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $148.19万 | 0.01% | 15,083 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $148.43万 | 0.01% | 13,609 | -15 | -0.1% | -$1,636 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $148.54万 | 0.01% | 13,532 | -4 | -0.0% | -$439 | 减仓 |
| HY | HYSTER-YALE INC | $149.37万 | 0.01% | 42,603 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $151.25万 | 0.01% | 27,100 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $152.30万 | 0.01% | 16,700 | -599 | -3.5% | -$5.46万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $152.44万 | 0.01% | 65,819 | 14,584 | 28.5% | $33.78万 | 加仓 |
| G | GENPACT LIMITED | $152.77万 | 0.01% | 55,551 | 584 | 1.1% | $1.61万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $152.80万 | 0.01% | 13,440 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $153.47万 | 0.01% | 16,386 | 907 | 5.9% | $8.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $153.56万 | 0.01% | 13,162 | -2,068 | -13.6% | -$24.13万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $155.44万 | 0.01% | 5,315 | -150 | -2.7% | -$4.39万 | 减仓 |
| C | CITIGROUP INC | $155.54万 | 0.01% | 11,113 | -44 | -0.4% | -$6,158 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $155.87万 | 0.01% | 30,533 | 1,910 | 6.7% | $9.75万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $156.54万 | 0.01% | 74,651 | -551 | -0.7% | -$1.16万 | 减仓 |
| IJJ | ISHARES TR | $156.80万 | 0.01% | 10,614 | -1,711 | -13.9% | -$25.28万 | 减仓 |
| MFC | MANULIFE FINL CORP | $156.83万 | 0.01% | 38,714 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $158.61万 | 0.01% | 10,916 | -1,506 | -12.1% | -$21.88万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $161.31万 | 0.01% | 21,537 | 603 | 2.9% | $4.52万 | 加仓 |
| SNDK | SANDISK CORP | $162.34万 | 0.01% | 714 | 714 | — | $162.34万 | 新建仓 |
| MS | MORGAN STANLEY | $165.01万 | 0.01% | 7,894 | 1,018 | 14.8% | $21.28万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $165.71万 | 0.01% | 8,576 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $166.45万 | 0.01% | 22,693 | -2,353 | -9.4% | -$17.26万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $166.84万 | 0.01% | 5,034 | 232 | 4.8% | $7.69万 | 加仓 |
| SLV | ISHARES SILVER TR | $167.30万 | 0.01% | 31,288 | -605 | -1.9% | -$3.23万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $168.61万 | 0.01% | 106,177 | 14 | 0.0% | $222 | 加仓 |