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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $2,242.84万 | 0.18% | 198,289 | 10,530 | 5.6% | $119.10万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $2,244.99万 | 0.18% | 103,337 | 7,551 | 7.9% | $164.05万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,286.68万 | 0.18% | 37,076 | -650 | -1.7% | -$40.09万 | 减仓 |
| SHY | ISHARES TR | $2,308.22万 | 0.19% | 279,548 | 279,548 | — | $2,308.22万 | 新建仓 |
| CTAS | CINTAS CORP | $2,686.66万 | 0.22% | 158,843 | 4,631 | 3.0% | $78.33万 | 加仓 |
| IWN | ISHARES TR | $2,715.88万 | 0.22% | 143,250 | -12,294 | -7.9% | -$233.08万 | 减仓 |
| USB | US BANCORP | $2,740.70万 | 0.22% | 526,955 | 12,491 | 2.4% | $64.97万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,986.87万 | 0.24% | 1,206,817 | 40,494 | 3.5% | $100.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,002.72万 | 0.24% | 93,674 | 6,222 | 7.1% | $199.45万 | 加仓 |
| META | META PLATFORMS INC | $3,003.06万 | 0.24% | 52,489 | 1,171 | 2.3% | $67.00万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,038.87万 | 0.25% | 1,045,004 | 283,117 | 37.2% | $823.30万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $3,172.48万 | 0.26% | 341,568 | -8,059 | -2.3% | -$74.85万 | 减仓 |
| GPC | GENUINE PARTS CO | $3,204.89万 | 0.26% | 303,063 | 9,093 | 3.1% | $96.16万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,215.58万 | 0.26% | 388,589 | 388,589 | — | $3,215.58万 | 新建仓 |
| LLY | ELI LILLY & CO | $3,220.57万 | 0.26% | 35,015 | -474 | -1.3% | -$43.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,233.99万 | 0.26% | 1,110,191 | -34,992 | -3.1% | -$101.93万 | 减仓 |
| HD | HOME DEPOT INC | $3,273.89万 | 0.26% | 99,544 | -2,886 | -2.8% | -$94.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $3,346.47万 | 0.27% | 47,963 | 1,074 | 2.3% | $74.93万 | 加仓 |
| ABBV | ABBVIE INC | $3,440.91万 | 0.28% | 158,210 | 1,104 | 0.7% | $24.01万 | 加仓 |
| — | EXXON MOBIL CORP | $3,484.86万 | 0.28% | 205,402 | -9,517 | -4.4% | -$161.47万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $3,502.75万 | 0.28% | 598,351 | 598,351 | — | $3,502.75万 | 新建仓 |
| MUB | ISHARES TR | $3,555.23万 | 0.29% | 334,925 | 334,925 | — | $3,555.23万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $4,016.17万 | 0.32% | 113,496 | -39,033 | -25.6% | -$1,381.22万 | 减仓 |
| SPGI | S&P GLOBAL INC | $4,052.63万 | 0.33% | 95,280 | -4,032 | -4.1% | -$171.50万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,214.83万 | 0.34% | 1,316,722 | 172,482 | 15.1% | $552.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4,234.67万 | 0.34% | 88,370 | -3,158 | -3.5% | -$151.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,251.13万 | 0.34% | 173,913 | -11,177 | -6.0% | -$273.21万 | 减仓 |
| CSL | CARLISLE COS INC | $4,268.11万 | 0.35% | 127,933 | -2,574 | -2.0% | -$85.87万 | 减仓 |
| IJH | ISHARES TR | $4,292.34万 | 0.35% | 635,619 | 9,748 | 1.6% | $65.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,292.48万 | 0.35% | 71,835 | -1,304 | -1.8% | -$77.92万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $4,327.81万 | 0.35% | 726,752 | 726,752 | — | $4,327.81万 | 新建仓 |
| HUBB | HUBBELL INC | $4,394.83万 | 0.36% | 89,555 | -1,715 | -1.9% | -$84.16万 | 减仓 |
| IEX | IDEX CORP | $4,619.66万 | 0.37% | 243,717 | 2,555 | 1.1% | $48.43万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $4,686.26万 | 0.38% | 420,594 | -23,466 | -5.3% | -$261.46万 | 减仓 |
| ZTS | ZOETIS INC | $4,744.47万 | 0.38% | 401,360 | -27,471 | -6.4% | -$324.73万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,837.01万 | 0.39% | 159,912 | -317 | -0.2% | -$9.59万 | 减仓 |
| IWF | ISHARES TR | $4,936.03万 | 0.40% | 115,760 | -451 | -0.4% | -$19.23万 | 减仓 |
| MDT | MEDTRONIC PLC | $4,977.23万 | 0.40% | 574,406 | -3,130 | -0.5% | -$27.12万 | 减仓 |
| INTU | INTUIT | $4,988.64万 | 0.40% | 115,376 | -593 | -0.5% | -$25.64万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $5,009.02万 | 0.40% | 2,200,797 | -223,498 | -9.2% | -$508.68万 | 减仓 |
| IWP | ISHARES TR | $5,166.18万 | 0.42% | 403,230 | -43 | -0.0% | -$5,509 | 减仓 |
| TSLA | TESLA INC | $5,292.94万 | 0.43% | 142,379 | 600 | 0.4% | $22.31万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $5,324.31万 | 0.43% | 199,554 | 198,542 | 19,618.8% | $5,297.31万 | 加仓 |
| EFA | ISHARES TR | $5,331.86万 | 0.43% | 548,940 | 6,278 | 1.2% | $60.98万 | 加仓 |
| UMBF | UMB FINL CORP | $5,447.18万 | 0.44% | 482,949 | 120,831 | 33.4% | $1,362.85万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,479.88万 | 0.44% | 642,952 | 61,899 | 10.7% | $527.57万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $5,807.27万 | 0.47% | 454,723 | -23,752 | -5.0% | -$303.34万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $5,984.75万 | 0.48% | 980,304 | -7,650 | -0.8% | -$46.70万 | 减仓 |
| AVY | AVERY DENNISON CORP | $6,355.40万 | 0.51% | 368,045 | 6,440 | 1.8% | $111.21万 | 加仓 |
| IJR | ISHARES TR | $6,735.06万 | 0.54% | 541,795 | 47,163 | 9.5% | $586.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,883.51万 | 0.56% | 234,006 | 6,352 | 2.8% | $186.85万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $6,985.07万 | 0.56% | 352,265 | -10,082 | -2.8% | -$199.92万 | 减仓 |
| SYK | STRYKER CORPORATION | $7,040.95万 | 0.57% | 214,278 | 3,670 | 1.7% | $120.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,121.48万 | 0.58% | 123,384 | 4,169 | 3.5% | $240.63万 | 加仓 |
| GOOG | ALPHABET INC | $7,150.63万 | 0.58% | 249,272 | -5,377 | -2.1% | -$154.24万 | 减仓 |
| LOW | LOWES COS INC | $7,366.57万 | 0.60% | 311,773 | -13,605 | -4.2% | -$321.46万 | 减仓 |
| IWM | ISHARES TR | $7,696.29万 | 0.62% | 310,334 | 27,703 | 9.8% | $687.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,784.75万 | 0.63% | 446,373 | 16,115 | 3.7% | $281.05万 | 加仓 |
| AGG | ISHARES TR | $7,942.82万 | 0.64% | 800,123 | 800,123 | — | $7,942.82万 | 新建仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $8,024.99万 | 0.65% | 1,573,528 | 1,573,528 | — | $8,024.99万 | 新建仓 |
| NDSN | NORDSON CORP | $8,149.06万 | 0.66% | 306,287 | -27,235 | -8.2% | -$724.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $8,365.41万 | 0.68% | 321,388 | 121 | 0.0% | $3.15万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $8,373.78万 | 0.68% | 288,056 | 3,666 | 1.3% | $106.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,414.36万 | 0.68% | 84,445 | -87 | -0.1% | -$8.67万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $8,508.62万 | 0.69% | 490,552 | 4,402 | 0.9% | $76.35万 | 加仓 |
| PEP | PEPSICO INC | $8,515.90万 | 0.69% | 548,387 | 1,829 | 0.3% | $28.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,668.32万 | 0.70% | 133,289 | 2,671 | 2.0% | $173.71万 | 加仓 |
| WMT | WALMART INC | $8,900.13万 | 0.72% | 716,135 | -18,855 | -2.6% | -$234.33万 | 减仓 |
| — | HONEYWELL INTL INC | $9,377.86万 | 0.76% | 414,894 | -3,694 | -0.9% | -$83.50万 | 减仓 |
| ASML | ASML HLDG NV | $9,625.20万 | 0.78% | 72,872 | -23,364 | -24.3% | -$3,086.00万 | 减仓 |
| MCD | MCDONALDS CORP | $9,639.83万 | 0.78% | 310,172 | -4,655 | -1.5% | -$144.67万 | 减仓 |
| QUAL | ISHARES TR | $9,647.58万 | 0.78% | 502,976 | 14,362 | 2.9% | $275.48万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1.05亿 | 0.85% | 1,022,743 | 36,779 | 3.7% | $377.61万 | 加仓 |
| KO | COCA COLA CO | $1.08亿 | 0.88% | 1,424,982 | -68,478 | -4.6% | -$520.78万 | 减仓 |
| AVGO | BROADCOM INC | $1.09亿 | 0.88% | 352,826 | 183,922 | 108.9% | $5,692.57万 | 加仓 |
| COR | CENCORA INC | $1.14亿 | 0.92% | 363,545 | -5,493 | -1.5% | -$172.56万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1.18亿 | 0.95% | 1,160,623 | -11,373 | -1.0% | -$115.33万 | 减仓 |
| USMV | ISHARES TR | $1.18亿 | 0.96% | 1,276,721 | 42,620 | 3.5% | $395.26万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $1.21亿 | 0.98% | 1,686,020 | -292,379 | -14.8% | -$2,098.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.21亿 | 0.98% | 359,003 | -22,507 | -5.9% | -$760.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1.27亿 | 1.02% | 398,191 | -27,108 | -6.4% | -$862.41万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.27亿 | 1.03% | 670,423 | 13,684 | 2.1% | $259.45万 | 加仓 |
| APH | AMPHENOL CORP | $1.27亿 | 1.03% | 1,008,580 | -43,289 | -4.1% | -$546.96万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.30亿 | 1.05% | 565,892 | 6,470 | 1.2% | $148.67万 | 加仓 |
| NDAQ | NASDAQ INC | $1.31亿 | 1.06% | 1,540,306 | -15,373 | -1.0% | -$130.50万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.32亿 | 1.06% | 5,134,222 | 58,533 | 1.2% | $150.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.33亿 | 1.08% | 643,348 | -135,553 | -17.4% | -$2,804.59万 | 减仓 |
| V | VISA INC | $1.34亿 | 1.09% | 444,660 | 25,077 | 6.0% | $757.93万 | 加仓 |
| TJX | TJX COS INC NEW | $1.37亿 | 1.11% | 859,783 | -12,455 | -1.4% | -$198.91万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.40亿 | 1.13% | 2,182,786 | 157,074 | 7.8% | $1,006.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.45亿 | 1.17% | 290,453 | 8,630 | 3.1% | $431.21万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.53亿 | 1.24% | 1,166,421 | -4,061 | -0.3% | -$53.23万 | 减仓 |
| NVT | NVENT ELEC PLC | $1.84亿 | 1.49% | 1,557,178 | -26,922 | -1.7% | -$318.43万 | 减仓 |
| AMZN | AMAZON COM INC | $1.99亿 | 1.61% | 955,261 | 24,726 | 2.7% | $514.97万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.10亿 | 1.69% | 2,791,551 | 68,249 | 2.5% | $512.55万 | 加仓 |
| WMB | WILLIAMS COS INC | $2.11亿 | 1.71% | 2,898,359 | -150,376 | -4.9% | -$1,094.44万 | 减仓 |
| ILOW | AB ACTIVE ETFS INC | $2.20亿 | 1.78% | 5,150,773 | 250,857 | 5.1% | $1,070.16万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2.29亿 | 1.85% | 1,453,793 | 49,884 | 3.6% | $784.92万 | 加仓 |
| IWR | ISHARES TR | $2.83亿 | 2.29% | 2,907,847 | 90,405 | 3.2% | $879.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.16亿 | 2.55% | 852,480 | 24,250 | 2.9% | $897.66万 | 加仓 |