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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $708.17万 | 0.05% | 55,408 | 743 | 1.4% | $9.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $723.02万 | 0.05% | 40,565 | -1,685 | -4.0% | -$30.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $735.61万 | 0.05% | 33,754 | 4,665 | 16.0% | $101.67万 | 加仓 |
| KLAC | KLA CORP | $738.71万 | 0.05% | 24,484 | -2,036 | -7.7% | -$61.43万 | 减仓 |
| OEF | ISHARES TR | $743.48万 | 0.05% | 20,321 | -383 | -1.8% | -$14.01万 | 减仓 |
| BA | BOEING CO | $790.88万 | 0.06% | 36,535 | -238 | -0.6% | -$5.15万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $817.69万 | 0.06% | 19,673 | -7,996 | -28.9% | -$332.34万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $835.09万 | 0.06% | 148,144 | 2,563 | 1.8% | $14.45万 | 加仓 |
| AME | AMETEK INC | $839.97万 | 0.06% | 34,718 | 2 | 0.0% | $484 | 加仓 |
| GLD | SPDR GOLD TR | $842.15万 | 0.06% | 22,861 | 182 | 0.8% | $6.70万 | 加仓 |
| AMGN | AMGEN INC | $853.51万 | 0.06% | 23,570 | -446 | -1.9% | -$16.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $881.17万 | 0.06% | 48,708 | -1,959 | -3.9% | -$35.44万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $906.32万 | 0.07% | 148,018 | -2,400 | -1.6% | -$14.70万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $929.93万 | 0.07% | 29,560 | 311 | 1.1% | $9.78万 | 加仓 |
| ACWX | ISHARES TR | $941.08万 | 0.07% | 123,648 | -5,478 | -4.2% | -$41.69万 | 减仓 |
| IWO | ISHARES TR | $945.54万 | 0.07% | 24,001 | -369 | -1.5% | -$14.54万 | 减仓 |
| KR | KROGER CO | $954.39万 | 0.07% | 171,869 | 1,450 | 0.9% | $8.05万 | 加仓 |
| GEV | GE VERNOVA INC | $982.42万 | 0.07% | 8,362 | 293 | 3.6% | $34.42万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,015.63万 | 0.07% | 29,782 | 2,211 | 8.0% | $75.40万 | 加仓 |
| SMMD | ISHARES TR | $1,016.47万 | 0.07% | 110,932 | 93,588 | 539.6% | $857.55万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,024.51万 | 0.07% | 23,643 | 673 | 2.9% | $29.16万 | 加仓 |
| IWD | ISHARES TR | $1,040.61万 | 0.08% | 42,924 | -354 | -0.8% | -$8.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,042.83万 | 0.08% | 37,084 | -3,703 | -9.1% | -$104.13万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,067.49万 | 0.08% | 20,953 | 600 | 2.9% | $30.57万 | 加仓 |
| UNP | UNION PAC CORP | $1,110.16万 | 0.08% | 40,815 | -437 | -1.1% | -$11.89万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,125.21万 | 0.08% | 78,604 | -6,498 | -7.6% | -$93.02万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,134.27万 | 0.08% | 93,417 | 77,891 | 501.7% | $945.75万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,205.99万 | 0.09% | 211,652 | -12,692 | -5.7% | -$72.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,207.28万 | 0.09% | 10,459 | 1,410 | 15.6% | $162.76万 | 加仓 |
| MRK | MERCK & CO INC | $1,240.09万 | 0.09% | 96,505 | -3,368 | -3.4% | -$43.28万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,247.81万 | 0.09% | 23,887 | 9,891 | 70.7% | $516.69万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,309.12万 | 0.10% | 32,919 | 197 | 0.6% | $7.83万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,373.11万 | 0.10% | 248,842 | -2,070 | -0.8% | -$11.42万 | 减仓 |
| CAT | CATERPILLAR INC | $1,373.54万 | 0.10% | 12,898 | -267 | -2.0% | -$28.43万 | 减仓 |
| IWS | ISHARES TR | $1,384.43万 | 0.10% | 84,109 | -1,012 | -1.2% | -$16.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,408.54万 | 0.10% | 59,527 | 1,641 | 2.8% | $38.83万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,440.34万 | 0.11% | 477,408 | 20,736 | 4.5% | $62.56万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,464.01万 | 0.11% | 28,745 | -1,231 | -4.1% | -$62.70万 | 减仓 |
| VHT | VANGUARD WORLD FD | $1,499.21万 | 0.11% | 50,139 | 4,592 | 10.1% | $137.31万 | 加仓 |
| FICO | FAIR ISAAC CORP | $1,507.45万 | 0.11% | 12,617 | 2,468 | 24.3% | $294.87万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,511.50万 | 0.11% | 521,927 | 14,859 | 2.9% | $43.03万 | 加仓 |
| INTC | INTEL CORP | $1,537.28万 | 0.11% | 110,096 | 6,723 | 6.5% | $93.87万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,565.79万 | 0.11% | 21,657 | 173 | 0.8% | $12.51万 | 加仓 |
| IYW | ISHARES TR | $1,572.30万 | 0.11% | 62,336 | -423 | -0.7% | -$10.67万 | 减仓 |
| DOV | DOVER CORP | $1,605.52万 | 0.12% | 71,585 | -17,300 | -19.5% | -$388.01万 | 减仓 |
| IXN | ISHARES TR | $1,605.53万 | 0.12% | 111,125 | -226 | -0.2% | -$3.27万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,673.01万 | 0.12% | 221,738 | 10,000 | 4.7% | $75.45万 | 加仓 |
| ZTS | ZOETIS INC | $1,692.98万 | 0.12% | 235,594 | -165,766 | -41.3% | -$1,191.19万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,705.89万 | 0.12% | 211,727 | 69,979 | 49.4% | $563.82万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,812.15万 | 0.13% | 210,372 | 22,188 | 11.8% | $191.13万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,936.06万 | 0.14% | 247,483 | -326,923 | -56.9% | -$2,557.52万 | 减仓 |
| ORCL | ORACLE CORP | $1,944.96万 | 0.14% | 132,716 | -3,600 | -2.6% | -$52.76万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,999.43万 | 0.15% | 89,280 | -746 | -0.8% | -$16.71万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,004.94万 | 0.15% | 48,278 | 1,247 | 2.7% | $51.79万 | 加仓 |
| EFV | ISHARES TR | $2,067.93万 | 0.15% | 270,141 | 10,590 | 4.1% | $81.07万 | 加仓 |
| EFG | ISHARES TR | $2,119.48万 | 0.15% | 170,348 | 10,725 | 6.7% | $133.44万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,125.92万 | 0.16% | 111,585 | 8,793 | 8.6% | $167.52万 | 加仓 |
| INTU | INTUIT | $2,227.01万 | 0.16% | 85,326 | -30,050 | -26.0% | -$784.31万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,244.90万 | 0.16% | 74,060 | 13,942 | 23.2% | $422.61万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,274.35万 | 0.17% | 106,892 | 10,295 | 10.7% | $219.05万 | 加仓 |
| SHY | ISHARES TR | $2,312.27万 | 0.17% | 281,607 | 2,059 | 0.7% | $16.91万 | 加仓 |
| CSCO | CISCO SYS INC | $2,368.07万 | 0.17% | 201,606 | -3,393 | -1.7% | -$39.85万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,450.01万 | 0.18% | 99,505 | -1,333 | -1.3% | -$32.82万 | 减仓 |
| IWV | ISHARES TR | $2,481.24万 | 0.18% | 58,190 | 35 | 0.1% | $1.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,589.50万 | 0.19% | 69,979 | 1,977 | 2.9% | $73.16万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,597.20万 | 0.19% | 36,927 | -149 | -0.4% | -$10.48万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $2,757.50万 | 0.20% | 81,489 | -32,007 | -28.2% | -$1,083.08万 | 减仓 |
| IVW | ISHARES TR | $2,777.41万 | 0.20% | 201,949 | 3,660 | 1.8% | $50.34万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,784.97万 | 0.20% | 114,613 | 11,276 | 10.9% | $273.99万 | 加仓 |
| — | EXXON MOBIL CORP | $2,786.61万 | 0.20% | 203,819 | -1,583 | -0.8% | -$21.64万 | 减仓 |
| CTAS | CINTAS CORP | $2,820.09万 | 0.21% | 165,810 | 6,967 | 4.4% | $118.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,876.67万 | 0.21% | 327,751 | -13,817 | -4.0% | -$121.27万 | 减仓 |
| IWN | ISHARES TR | $2,920.09万 | 0.21% | 132,012 | -11,238 | -7.8% | -$248.58万 | 减仓 |
| GE | GE AEROSPACE | $2,929.27万 | 0.21% | 78,379 | 1,581 | 2.1% | $59.09万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,006.29万 | 0.22% | 815,376 | 158,146 | 24.1% | $583.08万 | 加仓 |
| USB | US BANCORP | $3,030.00万 | 0.22% | 501,656 | -25,299 | -4.8% | -$152.81万 | 减仓 |
| GPC | GENUINE PARTS CO | $3,031.94万 | 0.22% | 256,988 | -46,075 | -15.2% | -$543.59万 | 减仓 |
| META | META PLATFORMS INC | $3,127.69万 | 0.23% | 55,525 | 3,036 | 5.8% | $171.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,185.74万 | 0.23% | 92,523 | -1,151 | -1.2% | -$39.63万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,305.96万 | 0.24% | 399,996 | 11,407 | 2.9% | $94.28万 | 加仓 |
| HD | HOME DEPOT INC | $3,434.42万 | 0.25% | 97,381 | -2,163 | -2.2% | -$76.28万 | 减仓 |
| SPGI | S&P GLOBAL INC | $3,552.96万 | 0.26% | 87,241 | -8,039 | -8.4% | -$327.40万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $3,553.25万 | 0.26% | 253,912 | -200,811 | -44.2% | -$2,810.15万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,563.96万 | 0.26% | 612,364 | 14,013 | 2.3% | $81.56万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,605.71万 | 0.26% | 1,301,699 | 94,882 | 7.9% | $262.82万 | 加仓 |
| MUB | ISHARES TR | $3,618.91万 | 0.26% | 336,267 | 1,342 | 0.4% | $14.44万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,738.71万 | 0.27% | 1,104,821 | -5,370 | -0.5% | -$18.17万 | 减仓 |
| ABBV | ABBVIE INC | $3,907.05万 | 0.29% | 155,264 | -2,946 | -1.9% | -$74.13万 | 减仓 |
| CSL | CARLISLE COS INC | $3,967.01万 | 0.29% | 109,359 | -18,574 | -14.5% | -$673.77万 | 减仓 |
| LLY | ELI LILLY & CO | $3,968.62万 | 0.29% | 33,088 | -1,927 | -5.5% | -$231.13万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $4,095.52万 | 0.30% | 1,133,550 | 88,546 | 8.5% | $319.92万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $4,157.15万 | 0.30% | 334,069 | -18,196 | -5.2% | -$226.43万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,325.98万 | 0.32% | 170,334 | -3,579 | -2.1% | -$90.90万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,415.32万 | 0.32% | 748,612 | 21,860 | 3.0% | $128.93万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $4,548.00万 | 0.33% | 205,717 | 205,717 | — | $4,548.00万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,592.62万 | 0.34% | 388,186 | -32,408 | -7.7% | -$383.42万 | 减仓 |
| HON | HONEYWELL INTL INC | $4,614.17万 | 0.34% | 206,082 | -208,812 | -50.3% | -$4,675.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,775.47万 | 0.35% | 69,531 | -2,304 | -3.2% | -$158.24万 | 减仓 |
| VGT | VANGUARD WORLD FD | $4,904.79万 | 0.36% | 410,374 | 26,670 | 7.0% | $318.76万 | 加仓 |
| IJH | ISHARES TR | $5,017.72万 | 0.37% | 650,722 | 15,103 | 2.4% | $116.46万 | 加仓 |