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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $397.72万 | 0.03% | 7,061 | -326 | -4.4% | -$18.36万 | 减仓 |
| SDY | SPDR SERIES TRUST | $402.00万 | 0.03% | 27,546 | -4,199 | -13.2% | -$61.28万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $409.73万 | 0.03% | 27,666 | 588 | 2.2% | $8.71万 | 加仓 |
| QCOM | QUALCOMM INC | $410.57万 | 0.03% | 31,882 | -2,808 | -8.1% | -$36.16万 | 减仓 |
| DT | DYNATRACE INC | $410.70万 | 0.03% | 111,060 | 21,735 | 24.3% | $80.38万 | 加仓 |
| CSX | CSX CORP | $412.53万 | 0.03% | 100,493 | -607 | -0.6% | -$2.49万 | 减仓 |
| CRM | SALESFORCE INC | $414.01万 | 0.03% | 22,179 | -1,422 | -6.0% | -$26.54万 | 减仓 |
| IWC | ISHARES TR | $422.47万 | 0.03% | 26,469 | 881 | 3.4% | $14.06万 | 加仓 |
| IXUS | ISHARES TR | $429.63万 | 0.03% | 49,588 | 8,923 | 21.9% | $77.31万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $430.13万 | 0.03% | 14,134 | 2,277 | 19.2% | $69.29万 | 加仓 |
| IEFA | ISHARES TR | $432.10万 | 0.03% | 47,730 | 13,197 | 38.2% | $119.47万 | 加仓 |
| PSX | PHILLIPS 66 | $432.30万 | 0.03% | 23,729 | -798 | -3.3% | -$14.54万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $442.02万 | 0.04% | 27,571 | 5,058 | 22.5% | $81.09万 | 加仓 |
| VIS | VANGUARD WORLD FD | $442.07万 | 0.04% | 14,159 | 135 | 1.0% | $4.21万 | 加仓 |
| INTC | INTEL CORP | $456.19万 | 0.04% | 103,373 | 58 | 0.1% | $2,560 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $459.54万 | 0.04% | 26,640 | 4,105 | 18.2% | $70.81万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $465.11万 | 0.04% | 23,803 | 13,157 | 123.6% | $257.09万 | 加仓 |
| CB | CHUBB LTD SWITZ | $467.02万 | 0.04% | 14,329 | -729 | -4.8% | -$23.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $474.58万 | 0.04% | 94,538 | 14,965 | 18.8% | $75.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $477.05万 | 0.04% | 77,872 | -5,055 | -6.1% | -$30.97万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $481.64万 | 0.04% | 60,759 | 60,759 | — | $481.64万 | 新建仓 |
| AON | AON PLC | $483.01万 | 0.04% | 14,964 | -2,384 | -13.7% | -$76.95万 | 减仓 |
| DIS | DISNEY WALT CO | $487.99万 | 0.04% | 50,632 | -6,195 | -10.9% | -$59.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $490.61万 | 0.04% | 159,911 | -17,927 | -10.1% | -$55.00万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $490.79万 | 0.04% | 22,970 | 6,713 | 41.3% | $143.43万 | 加仓 |
| MMM | 3M CO | $494.95万 | 0.04% | 34,080 | -876 | -2.5% | -$12.72万 | 减仓 |
| ILCG | ISHARES TR | $510.09万 | 0.04% | 53,424 | -130 | -0.2% | -$1.24万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $517.71万 | 0.04% | 39,538 | -6,418 | -14.0% | -$84.04万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $522.59万 | 0.04% | 187,444 | -5,126 | -2.7% | -$14.29万 | 减仓 |
| MO | ALTRIA GROUP INC | $523.57万 | 0.04% | 79,340 | -3,451 | -4.2% | -$22.77万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $529.24万 | 0.04% | 18,219 | -963 | -5.0% | -$27.97万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $532.46万 | 0.04% | 419,589 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $557.73万 | 0.05% | 28,134 | -2,141 | -7.1% | -$42.44万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $565.36万 | 0.05% | 93,217 | -13,841 | -12.9% | -$83.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $570.72万 | 0.05% | 29,089 | 657 | 2.3% | $12.89万 | 加仓 |
| VFH | VANGUARD WORLD FD | $574.36万 | 0.05% | 47,542 | 1,363 | 3.0% | $16.47万 | 加仓 |
| VDC | VANGUARD WORLD FD | $574.96万 | 0.05% | 25,600 | -325 | -1.3% | -$7.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $577.86万 | 0.05% | 78,472 | 78,472 | — | $577.86万 | 新建仓 |
| LIN | LINDE PLC | $584.40万 | 0.05% | 11,788 | -851 | -6.7% | -$42.19万 | 减仓 |
| RTX | RTX CORPORATION | $592.56万 | 0.05% | 30,719 | -5,546 | -15.3% | -$106.98万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $599.62万 | 0.05% | 54,665 | 7,094 | 14.9% | $77.81万 | 加仓 |
| ITOT | ISHARES TR | $602.56万 | 0.05% | 42,306 | -867 | -2.0% | -$12.35万 | 减仓 |
| PCAR | PACCAR INC | $603.51万 | 0.05% | 52,252 | -13,106 | -20.1% | -$151.37万 | 减仓 |
| COP | CONOCOPHILLIPS | $624.98万 | 0.05% | 47,347 | -2,973 | -5.9% | -$39.24万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $648.28万 | 0.05% | 13,996 | -67 | -0.5% | -$3.10万 | 减仓 |
| OEF | ISHARES TR | $658.53万 | 0.05% | 20,704 | -444 | -2.1% | -$14.12万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $676.37万 | 0.05% | 145,581 | 5,363 | 3.8% | $24.92万 | 加仓 |
| GEV | GE VERNOVA INC | $704.34万 | 0.06% | 8,069 | 213 | 2.7% | $18.59万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $711.34万 | 0.06% | 1,690 | -191 | -10.2% | -$80.39万 | 减仓 |
| BA | BOEING CO | $731.89万 | 0.06% | 36,773 | -740 | -2.0% | -$14.73万 | 减仓 |
| AMAT | APPLIED MATLS INC | $734.29万 | 0.06% | 21,484 | -956 | -4.3% | -$32.67万 | 减仓 |
| AME | AMETEK INC | $744.17万 | 0.06% | 34,716 | -70 | -0.2% | -$1.50万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $748.70万 | 0.06% | 27,669 | -4,497 | -14.0% | -$121.68万 | 减仓 |
| IWO | ISHARES TR | $764.75万 | 0.06% | 24,370 | -823 | -3.3% | -$25.83万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $820.53万 | 0.07% | 150,418 | -2,334 | -1.5% | -$12.73万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $837.72万 | 0.07% | 50,667 | -1,892 | -3.6% | -$31.28万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $839.46万 | 0.07% | 29,249 | 287 | 1.0% | $8.24万 | 加仓 |
| AMGN | AMGEN INC | $845.00万 | 0.07% | 24,016 | -1,787 | -6.9% | -$62.88万 | 减仓 |
| ACWX | ISHARES TR | $884.13万 | 0.07% | 129,126 | -8,363 | -6.1% | -$57.26万 | 减仓 |
| IWD | ISHARES TR | $924.72万 | 0.07% | 43,278 | -671 | -1.5% | -$14.34万 | 减仓 |
| CAT | CATERPILLAR INC | $932.67万 | 0.08% | 13,165 | -1,000 | -7.1% | -$70.84万 | 减仓 |
| ADBE | ADOBE INC | $955.52万 | 0.08% | 39,309 | -58,000 | -59.6% | -$1,409.85万 | 减仓 |
| GLD | SPDR GOLD TR | $975.85万 | 0.08% | 22,679 | 22,679 | — | $975.85万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $988.63万 | 0.08% | 40,787 | 68 | 0.2% | $1.65万 | 加仓 |
| UNP | UNION PAC CORP | $1,000.86万 | 0.08% | 41,252 | -1,739 | -4.0% | -$42.19万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,017.67万 | 0.08% | 35,437 | 4,672 | 15.2% | $134.17万 | 加仓 |
| FICO | FAIR ISAAC CORP | $1,083.45万 | 0.09% | 10,149 | 9,046 | 820.1% | $965.70万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,093.68万 | 0.09% | 224,344 | 8,038 | 3.7% | $39.19万 | 加仓 |
| IXN | ISHARES TR | $1,113.18万 | 0.09% | 111,351 | 48 | 0.0% | $4,799 | 加仓 |
| EMR | EMERSON ELEC CO | $1,115.01万 | 0.09% | 85,102 | -5,132 | -5.7% | -$67.24万 | 减仓 |
| IYW | ISHARES TR | $1,138.58万 | 0.09% | 62,759 | -11,034 | -15.0% | -$200.18万 | 减仓 |
| MRK | MERCK & CO INC | $1,201.37万 | 0.10% | 99,873 | -3,968 | -3.8% | -$47.73万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,230.14万 | 0.10% | 20,353 | -630 | -3.0% | -$38.08万 | 减仓 |
| KR | KROGER CO | $1,233.15万 | 0.10% | 170,419 | -11,304 | -6.2% | -$81.80万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,240.38万 | 0.10% | 45,547 | 313 | 0.7% | $8.52万 | 加仓 |
| IWS | ISHARES TR | $1,240.55万 | 0.10% | 85,121 | -1,764 | -2.0% | -$25.71万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,244.89万 | 0.10% | 57,886 | 1,427 | 2.5% | $30.69万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,272.74万 | 0.10% | 507,068 | 17,106 | 3.5% | $42.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,366.10万 | 0.11% | 102,792 | 11,629 | 12.8% | $154.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,369.96万 | 0.11% | 31,364 | 301 | 1.0% | $13.15万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,388.92万 | 0.11% | 250,912 | 250,912 | — | $1,388.92万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,508.45万 | 0.12% | 32,722 | 559 | 1.7% | $25.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,574.62万 | 0.13% | 60,118 | -1,504 | -2.4% | -$39.39万 | 减仓 |
| CSCO | CISCO SYS INC | $1,590.58万 | 0.13% | 204,999 | -15,237 | -6.9% | -$118.22万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,618.45万 | 0.13% | 456,672 | 456,672 | — | $1,618.45万 | 新建仓 |
| NOW | SERVICENOW INC | $1,774.03万 | 0.14% | 169,682 | 128,018 | 307.3% | $1,338.43万 | 加仓 |
| EFG | ISHARES TR | $1,777.72万 | 0.14% | 159,623 | 10,750 | 7.2% | $119.72万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,829.14万 | 0.15% | 90,026 | -6,377 | -6.6% | -$129.57万 | 减仓 |
| DOV | DOVER CORP | $1,852.82万 | 0.15% | 88,885 | -1,982 | -2.2% | -$41.31万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,853.89万 | 0.15% | 96,597 | 23,074 | 31.4% | $442.84万 | 加仓 |
| EFV | ISHARES TR | $1,929.76万 | 0.16% | 259,551 | 12,866 | 5.2% | $95.66万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,943.12万 | 0.16% | 211,738 | 16,128 | 8.2% | $148.01万 | 加仓 |
| ORCL | ORACLE CORP | $2,005.34万 | 0.16% | 136,316 | -2,130 | -1.5% | -$31.33万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2,034.79万 | 0.16% | 657,230 | -38,646 | -5.6% | -$119.65万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,041.00万 | 0.17% | 47,031 | 161 | 0.3% | $6.99万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2,045.07万 | 0.17% | 29,976 | -854 | -2.8% | -$58.26万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,098.35万 | 0.17% | 100,838 | 4,188 | 4.3% | $87.15万 | 加仓 |
| IWV | ISHARES TR | $2,155.70万 | 0.17% | 58,155 | 217 | 0.4% | $8.04万 | 加仓 |
| GE | GE AEROSPACE | $2,179.29万 | 0.18% | 76,798 | 123 | 0.2% | $3.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,181.57万 | 0.18% | 68,002 | -1,980 | -2.8% | -$63.52万 | 减仓 |