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 |
|---|---|---|---|---|---|---|---|---|
| CACI | CACI INTL INC | $169.88万 | 0.01% | 3,667 | -20 | -0.5% | -$9,265 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $171.83万 | 0.01% | 46,744 | -436 | -0.9% | -$1.60万 | 减仓 |
| DGS | WISDOMTREE TR | $175.16万 | 0.01% | 27,069 | -160 | -0.6% | -$1.04万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $175.55万 | 0.01% | 9,477 | 1,846 | 24.2% | $34.19万 | 加仓 |
| IEMG | ISHARES INC | $176.92万 | 0.01% | 21,357 | 1,333 | 6.7% | $11.04万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $177.06万 | 0.01% | 15,705 | -3,443 | -18.0% | -$38.82万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $177.09万 | 0.01% | 20,304 | -193 | -0.9% | -$1.68万 | 减仓 |
| KN | KNOWLES CORP | $177.70万 | 0.01% | 42,839 | -8,250 | -16.1% | -$34.22万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $177.71万 | 0.01% | 17,001 | 8,497 | 99.9% | $88.82万 | 加仓 |
| EG | EVEREST GROUP LTD | $180.79万 | 0.01% | 5,061 | -2,932 | -36.7% | -$104.74万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $180.88万 | 0.01% | 5,970 | 2,748 | 85.3% | $83.26万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $181.24万 | 0.01% | 10,959 | 10,959 | — | $181.24万 | 新建仓 |
| YUM | YUM BRANDS INC | $183.20万 | 0.01% | 11,460 | 140 | 1.2% | $2.24万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $184.93万 | 0.01% | 14,823 | 8,496 | 134.3% | $106.00万 | 加仓 |
| BROS | DUTCH BROS INC | $186.77万 | 0.01% | 26,009 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $187.22万 | 0.01% | 6,430 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $189.32万 | 0.01% | 9,581 | 1,521 | 18.9% | $30.06万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $190.89万 | 0.01% | 5,389 | -100 | -1.8% | -$3.54万 | 减仓 |
| FLEX | FLEX LTD | $191.62万 | 0.01% | 11,823 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $192.49万 | 0.01% | 6,462 | 1,808 | 38.8% | $53.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $195.31万 | 0.01% | 5,916 | -696 | -10.5% | -$22.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $195.76万 | 0.01% | 44,130 | 16,919 | 62.2% | $75.05万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $197.90万 | 0.01% | 35,976 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $199.11万 | 0.01% | 43,914 | -50 | -0.1% | -$2,267 | 减仓 |
| PLD | PROLOGIS INC. | $199.41万 | 0.01% | 14,720 | 3,876 | 35.7% | $52.51万 | 加仓 |
| NKE | NIKE INC | $199.87万 | 0.01% | 48,690 | -10,022 | -17.1% | -$41.14万 | 减仓 |
| IYH | ISHARES TR | $199.96万 | 0.01% | 29,840 | 745 | 2.6% | $4.99万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $201.99万 | 0.01% | 26,336 | -2,977 | -10.2% | -$22.83万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $202.84万 | 0.01% | 53,296 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $203.37万 | 0.01% | 12,976 | 87 | 0.7% | $1.36万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $204.46万 | 0.01% | 13,511 | -735 | -5.2% | -$11.12万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $205.01万 | 0.01% | 5,606 | 650 | 13.1% | $23.77万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $206.23万 | 0.02% | 9,408 | -2,397 | -20.3% | -$52.54万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $207.50万 | 0.02% | 22,162 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $209.57万 | 0.02% | 406,143 | -2,200 | -0.5% | -$1.14万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $212.73万 | 0.02% | 16,479 | -3,700 | -18.3% | -$47.76万 | 减仓 |
| DHI | D R HORTON INC | $213.10万 | 0.02% | 13,083 | 3,255 | 33.1% | $53.02万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $213.34万 | 0.02% | 13,274 | -2,400 | -15.3% | -$38.57万 | 减仓 |
| SLVP | ISHARES INC | $215.81万 | 0.02% | 70,000 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $216.22万 | 0.02% | 14,542 | -70 | -0.5% | -$1.04万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $217.45万 | 0.02% | 5,555 | -1,800 | -24.5% | -$70.46万 | 减仓 |
| FN | FABRINET | $217.97万 | 0.02% | 3,878 | 12 | 0.3% | $6,745 | 加仓 |
| RL | RALPH LAUREN CORP | $219.65万 | 0.02% | 5,472 | -2,354 | -30.1% | -$94.49万 | 减仓 |
| HSY | HERSHEY CO | $219.86万 | 0.02% | 12,531 | -2,307 | -15.5% | -$40.48万 | 减仓 |
| BX | BLACKSTONE INC | $219.88万 | 0.02% | 18,686 | 75 | 0.4% | $8,825 | 加仓 |
| QGEN | QIAGEN NV | $220.94万 | 0.02% | 56,506 | 1,590 | 2.9% | $6.22万 | 加仓 |
| ENB | ENBRIDGE INC | $221.02万 | 0.02% | 40,771 | 1,045 | 2.6% | $5.66万 | 加仓 |
| T | AT&T INC | $222.75万 | 0.02% | 107,609 | -8,693 | -7.5% | -$17.99万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $223.25万 | 0.02% | 90,938 | -8,310 | -8.4% | -$20.40万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $223.64万 | 0.02% | 15,298 | 160 | 1.1% | $2.34万 | 加仓 |
| WHD | CACTUS INC | $224.19万 | 0.02% | 43,761 | 43,761 | — | $224.19万 | 新建仓 |
| AXON | AXON ENTERPRISE INC 看跌期权 | $224.24万 | 0.02% | 4,000 | 0 | 0.0% | — | 重新持有 |
| IGOV | ISHARES TR | $224.77万 | 0.02% | 54,782 | 11,097 | 25.4% | $45.53万 | 加仓 |
| APPF | APPFOLIO INC | $227.87万 | 0.02% | 14,211 | 4,278 | 43.1% | $68.60万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $228.11万 | 0.02% | 38,428 | -60 | -0.2% | -$3,562 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $229.35万 | 0.02% | 16,651 | -112 | -0.7% | -$1.54万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $229.98万 | 0.02% | 20,475 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $229.98万 | 0.02% | 8,830 | 3 | 0.0% | $781 | 加仓 |
| EQIX | EQUINIX INC | $230.89万 | 0.02% | 2,215 | 18 | 0.8% | $1.88万 | 加仓 |
| WFC | WELLS FARGO & CO | $231.58万 | 0.02% | 28,022 | 1,317 | 4.9% | $10.88万 | 加仓 |
| ICFI | ICF INTL INC | $233.11万 | 0.02% | 31,994 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $233.46万 | 0.02% | 24,329 | 230 | 1.0% | $2.21万 | 加仓 |
| UTL | UNITIL CORP | $234.99万 | 0.02% | 44,598 | -18,405 | -29.2% | -$96.98万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $235.05万 | 0.02% | 5,448 | -928 | -14.6% | -$40.04万 | 减仓 |
| NNN | NNN REIT INC | $235.63万 | 0.02% | 50,639 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $236.20万 | 0.02% | 9,802 | -7,779 | -44.2% | -$187.45万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $236.75万 | 0.02% | 34,471 | -111 | -0.3% | -$7,623 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $236.93万 | 0.02% | 58,895 | 0 | 0.0% | — | 不变 |
| — | LCNB CORP | $238.45万 | 0.02% | 135,561 | -1,345 | -1.0% | -$2.37万 | 减仓 |
| GWW | WW GRAINGER INC | $239.43万 | 0.02% | 1,760 | -50 | -2.8% | -$6.80万 | 减仓 |
| IEO | ISHARES TR | $239.61万 | 0.02% | 21,816 | 115 | 0.5% | $1.26万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $239.61万 | 0.02% | 14,217 | 14,217 | — | $239.61万 | 新建仓 |
| PFE | PFIZER INC | $241.04万 | 0.02% | 100,100 | -5,581 | -5.3% | -$13.44万 | 减仓 |
| LYTS | LSI INDS INC OHIO | $242.10万 | 0.02% | 91,083 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $242.46万 | 0.02% | 81,064 | 1,610 | 2.0% | $4.82万 | 加仓 |
| SOXX | ISHARES TR | $243.36万 | 0.02% | 3,798 | 1,941 | 104.5% | $124.37万 | 加仓 |
| PJT | PJT PARTNERS INC | $243.63万 | 0.02% | 16,141 | 106 | 0.7% | $1.60万 | 加仓 |
| BSY | BENTLEY SYS INC | $244.39万 | 0.02% | 81,763 | 654 | 0.8% | $1.95万 | 加仓 |
| OGS | ONE GAS INC | $244.60万 | 0.02% | 31,737 | 31,737 | — | $244.60万 | 新建仓 |
| CVS | CVS HEALTH CORP | $246.74万 | 0.02% | 23,851 | -777 | -3.2% | -$8.04万 | 减仓 |
| ADBE | ADOBE INC | $248.31万 | 0.02% | 12,111 | -27,198 | -69.2% | -$557.63万 | 减仓 |
| IRMD | IRADIMED CORP | $249.69万 | 0.02% | 26,129 | 5,690 | 27.8% | $54.37万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $249.94万 | 0.02% | 25,919 | 4,475 | 20.9% | $43.15万 | 加仓 |
| COPX | GLOBAL X FDS | $250.41万 | 0.02% | 32,534 | 14,900 | 84.5% | $114.69万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $252.25万 | 0.02% | 23,533 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $253.60万 | 0.02% | 9,633 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $254.23万 | 0.02% | 26,562 | -1,181 | -4.3% | -$11.30万 | 减仓 |
| AROW | ARROW FINL CORP | $254.93万 | 0.02% | 62,192 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $258.38万 | 0.02% | 25,630 | 602 | 2.4% | $6.07万 | 加仓 |
| RGEN | REPLIGEN CORP | $258.77万 | 0.02% | 18,966 | -13 | -0.1% | -$1,774 | 减仓 |
| HDV | ISHARES TR | $259.87万 | 0.02% | 94,810 | 4,195 | 4.6% | $11.50万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $259.89万 | 0.02% | 146,583 | -2,195 | -1.5% | -$3.89万 | 减仓 |
| HBT | HBT FINL INC. | $264.57万 | 0.02% | 82,705 | 98 | 0.1% | $3,135 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $268.79万 | 0.02% | 45,032 | 14,027 | 45.2% | $83.73万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $269.14万 | 0.02% | 51,051 | 51,051 | — | $269.14万 | 新建仓 |
| BLK | BLACKROCK INC | $270.46万 | 0.02% | 2,813 | 154 | 5.8% | $14.81万 | 加仓 |
| VCR | VANGUARD WORLD FD | $270.79万 | 0.02% | 6,828 | 338 | 5.2% | $13.40万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $271.72万 | 0.02% | 12,820 | -3,400 | -21.0% | -$72.06万 | 减仓 |
| AMLP | ALPS ETF TR | $273.89万 | 0.02% | 52,823 | 610 | 1.2% | $3.16万 | 加仓 |
| VMI | VALMONT INDS INC | $273.96万 | 0.02% | 4,743 | 3,086 | 186.2% | $178.25万 | 重新持有 |