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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $274.82万 | 0.02% | 23,433 | 2,042 | 9.5% | $23.95万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $275.76万 | 0.02% | 10,401 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $277.12万 | 0.02% | 28,097 | 585 | 2.1% | $5.77万 | 加仓 |
| SEIC | SEI INVTS CO | $281.48万 | 0.02% | 32,092 | -4,980 | -13.4% | -$43.68万 | 减仓 |
| CNM | CORE & MAIN INC | $282.41万 | 0.02% | 58,530 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $284.29万 | 0.02% | 124,962 | -501 | -0.4% | -$1.14万 | 减仓 |
| FTNT | FORTINET INC | $285.20万 | 0.02% | 18,565 | -43 | -0.2% | -$6,606 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $289.72万 | 0.02% | 37,016 | 229 | 0.6% | $1.79万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $290.56万 | 0.02% | 50,234 | -2,021 | -3.9% | -$11.69万 | 减仓 |
| FUL | FULLER H B CO | $291.28万 | 0.02% | 49,970 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $291.46万 | 0.02% | 54,367 | 7,744 | 16.6% | $41.52万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $291.94万 | 0.02% | 87,696 | -2,750 | -3.0% | -$9.15万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $294.10万 | 0.02% | 5,866 | -132 | -2.2% | -$6.62万 | 减仓 |
| VLTO | VERALTO CORP | $294.89万 | 0.02% | 33,253 | -501 | -1.5% | -$4.44万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $295.68万 | 0.02% | 18,076 | -1,252 | -6.5% | -$20.48万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $297.30万 | 0.02% | 157,550 | 1,000 | 0.6% | $1.89万 | 加仓 |
| CRM | SALESFORCE INC | $297.67万 | 0.02% | 19,001 | -3,178 | -14.3% | -$49.79万 | 减仓 |
| VDE | VANGUARD WORLD FD | $298.16万 | 0.02% | 19,860 | 1,728 | 9.5% | $25.94万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $300.74万 | 0.02% | 35,179 | 4,885 | 16.1% | $41.76万 | 加仓 |
| AOS | SMITH A O CORP | $301.24万 | 0.02% | 48,030 | 1,340 | 2.9% | $8.40万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $303.73万 | 0.02% | 34,281 | -2,237 | -6.1% | -$19.82万 | 减仓 |
| IWY | ISHARES TR | $304.66万 | 0.02% | 10,483 | -134 | -1.3% | -$3.89万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $308.83万 | 0.02% | 34,035 | 40 | 0.1% | $3,630 | 加仓 |
| NFLX | NETFLIX INC. | $310.01万 | 0.02% | 43,419 | 4,959 | 12.9% | $35.41万 | 加仓 |
| GRC | GORMAN RUPP CO | $310.20万 | 0.02% | 33,813 | -15,175 | -31.0% | -$139.22万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $310.48万 | 0.02% | 6,768 | 4 | 0.1% | $1,835 | 加仓 |
| COKE | COCA COLA CONS INC | $310.58万 | 0.02% | 16,268 | -2,570 | -13.6% | -$49.07万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $311.83万 | 0.02% | 9,840 | -178 | -1.8% | -$5.64万 | 减仓 |
| MCO | MOODYS CORP | $311.88万 | 0.02% | 6,886 | 4 | 0.1% | $1,812 | 加仓 |
| DTM | DT MIDSTREAM INC | $314.50万 | 0.02% | 21,433 | 200 | 0.9% | $2.93万 | 加仓 |
| MPC | MARATHON PETE CORP | $315.63万 | 0.02% | 12,345 | 94 | 0.8% | $2.40万 | 加仓 |
| GVI | ISHARES TR | $316.50万 | 0.02% | 29,832 | -45 | -0.2% | -$4,774 | 减仓 |
| SGOV | ISHARES TR | $318.28万 | 0.02% | 31,616 | 20,439 | 182.9% | $205.76万 | 加仓 |
| IAU | ISHARES GOLD TR | $319.20万 | 0.02% | 42,272 | 10,211 | 31.8% | $77.10万 | 加仓 |
| CHE | CHEMED CORP NEW | $322.48万 | 0.02% | 6,924 | -1,489 | -17.7% | -$69.35万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $325.30万 | 0.02% | 48,150 | 36,620 | 317.6% | $247.40万 | 加仓 |
| ITT | ITT INC | $325.66万 | 0.02% | 16,467 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $326.14万 | 0.02% | 29,342 | -24 | -0.1% | -$2,668 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $327.67万 | 0.02% | 82,579 | 182 | 0.2% | $7,222 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $330.44万 | 0.02% | 9,772 | -1,600 | -14.1% | -$54.10万 | 减仓 |
| SBUX | STARBUCKS CORP | $341.89万 | 0.02% | 33,457 | -262 | -0.8% | -$2.68万 | 减仓 |
| DCI | DONALDSON INC | $342.98万 | 0.03% | 38,206 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $343.50万 | 0.03% | 7,544 | -2,052 | -21.4% | -$93.43万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $349.10万 | 0.03% | 37,835 | 3,357 | 9.7% | $30.97万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $350.73万 | 0.03% | 22,106 | 770 | 3.6% | $12.22万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $357.65万 | 0.03% | 74,901 | -22,200 | -22.9% | -$106.01万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $365.61万 | 0.03% | 7,360 | 17 | 0.2% | $8,445 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $370.66万 | 0.03% | 3,790 | -92 | -2.4% | -$9.00万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.03% | 5 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $374.84万 | 0.03% | 88,531 | -6,007 | -6.4% | -$25.43万 | 减仓 |
| ETN | EATON CORP PLC | $374.95万 | 0.03% | 8,799 | -222 | -2.5% | -$9.46万 | 减仓 |
| DVY | ISHARES TR | $378.27万 | 0.03% | 24,201 | -554 | -2.2% | -$8.66万 | 减仓 |
| GLW | CORNING INC | $378.96万 | 0.03% | 14,836 | -2,774 | -15.8% | -$70.86万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $381.02万 | 0.03% | 52,205 | -7,300 | -12.3% | -$53.28万 | 减仓 |
| DT | DYNATRACE INC | $381.78万 | 0.03% | 86,946 | -24,114 | -21.7% | -$105.88万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $386.55万 | 0.03% | 26,730 | 342 | 1.3% | $4.95万 | 加仓 |
| PSX | PHILLIPS 66 | $398.03万 | 0.03% | 23,545 | -184 | -0.8% | -$3.11万 | 减仓 |
| RS | RELIANCE INC | $402.93万 | 0.03% | 10,785 | -1,400 | -11.5% | -$52.30万 | 减仓 |
| ALL | ALLSTATE CORP | $410.49万 | 0.03% | 17,252 | -925 | -5.1% | -$22.01万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $415.37万 | 0.03% | 15,537 | -1,040 | -6.3% | -$27.80万 | 减仓 |
| DE | DEERE & CO | $425.14万 | 0.03% | 6,702 | -359 | -5.1% | -$22.77万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $426.12万 | 0.03% | 18,789 | -7,851 | -29.5% | -$178.05万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $429.09万 | 0.03% | 7,654 | 2 | 0.0% | $1,121 | 加仓 |
| EEM | ISHARES TR | $438.60万 | 0.03% | 64,114 | 9,464 | 17.3% | $64.74万 | 加仓 |
| SDY | SPDR SERIES TRUST | $440.30万 | 0.03% | 28,933 | 1,387 | 5.0% | $21.11万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $441.80万 | 0.03% | 4,368 | -164 | -3.6% | -$16.59万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $443.97万 | 0.03% | 14,324 | 190 | 1.3% | $5.89万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $447.26万 | 0.03% | 84,213 | 6,341 | 8.1% | $33.68万 | 加仓 |
| DIS | DISNEY WALT CO | $468.19万 | 0.03% | 48,643 | -1,989 | -3.9% | -$19.14万 | 减仓 |
| CB | CHUBB LIMITED | $469.14万 | 0.03% | 13,768 | -561 | -3.9% | -$19.12万 | 减仓 |
| CSX | CSX CORP | $469.57万 | 0.03% | 98,795 | -1,698 | -1.7% | -$8.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $470.30万 | 0.03% | 29,760 | 2,094 | 7.6% | $33.09万 | 加仓 |
| IEFA | ISHARES TR | $483.61万 | 0.04% | 50,073 | 2,343 | 4.9% | $22.63万 | 加仓 |
| AON | AON PLC | $489.24万 | 0.04% | 14,750 | -214 | -1.4% | -$7.10万 | 减仓 |
| COP | CONOCOPHILLIPS | $490.67万 | 0.04% | 47,198 | -149 | -0.3% | -$1.55万 | 减仓 |
| VIS | VANGUARD WORLD FD | $504.21万 | 0.04% | 13,991 | -168 | -1.2% | -$6.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $505.45万 | 0.04% | 39,931 | 393 | 1.0% | $4.97万 | 加仓 |
| QCOM | QUALCOMM INC | $515.24万 | 0.04% | 27,882 | -4,000 | -12.5% | -$73.92万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $519.83万 | 0.04% | 65,776 | 5,017 | 8.3% | $39.65万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $524.26万 | 0.04% | 17,882 | -337 | -1.8% | -$9.88万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $529.21万 | 0.04% | 9,110 | 972 | 11.9% | $56.46万 | 加仓 |
| MMM | 3M CO | $530.03万 | 0.04% | 32,736 | -1,344 | -3.9% | -$21.76万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $538.80万 | 0.04% | 93,509 | 292 | 0.3% | $1.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $562.27万 | 0.04% | 78,147 | -1,193 | -1.5% | -$8.58万 | 减仓 |
| VDC | VANGUARD WORLD FD | $569.22万 | 0.04% | 25,243 | -357 | -1.4% | -$8.05万 | 减仓 |
| RTX | RTX CORPORATION | $595.61万 | 0.04% | 31,393 | 674 | 2.2% | $12.79万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $600.83万 | 0.04% | 177,603 | -9,841 | -5.3% | -$33.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $602.70万 | 0.04% | 20,220 | 739 | 3.8% | $22.03万 | 加仓 |
| LIN | LINDE PLC | $606.02万 | 0.04% | 11,678 | -110 | -0.9% | -$5.71万 | 减仓 |
| PGR | PROGRESSIVE CORP | $615.57万 | 0.04% | 28,179 | 45 | 0.2% | $9,830 | 加仓 |
| ILCG | ISHARES TR | $619.00万 | 0.05% | 52,897 | -527 | -1.0% | -$6.17万 | 减仓 |
| PCAR | PACCAR INC | $625.87万 | 0.05% | 52,104 | -148 | -0.3% | -$1.78万 | 减仓 |
| IXUS | ISHARES TR | $632.04万 | 0.05% | 66,224 | 16,636 | 33.5% | $158.77万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $636.10万 | 0.05% | 419,589 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $638.26万 | 0.05% | 201,280 | 41,369 | 25.9% | $131.18万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $643.02万 | 0.05% | 29,687 | 5,884 | 24.7% | $127.45万 | 加仓 |
| VFH | VANGUARD WORLD FD | $648.47万 | 0.05% | 49,276 | 1,734 | 3.6% | $22.82万 | 加仓 |
| IWC | ISHARES TR | $679.50万 | 0.05% | 33,968 | 7,499 | 28.3% | $150.01万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $701.15万 | 0.05% | 95,511 | 17,039 | 21.7% | $125.08万 | 加仓 |
| ITOT | ISHARES TR | $703.01万 | 0.05% | 42,796 | 490 | 1.2% | $8.05万 | 加仓 |