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 |
|---|---|---|---|---|---|---|---|---|
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | -91,518 | -100.0% | -$211.13万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -3,335 | -100.0% | -$164.74万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -4,356 | -100.0% | -$153.03万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -22,027 | -100.0% | -$101.57万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -15,345 | -100.0% | -$85.43万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -6,921 | -100.0% | -$84.52万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -2,584 | -100.0% | -$68.64万 | 清仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,780 | -100.0% | -$50.66万 | 清仓 |
| SGVT | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,869 | -100.0% | -$49.04万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -23,102 | -100.0% | -$45.33万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -12,886 | -100.0% | -$45.28万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -17,092 | -100.0% | -$44.23万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -6,290 | -100.0% | -$43.68万 | 清仓 |
| CAFX | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -17,400 | -100.0% | -$43.16万 | 清仓 |
| PRK | PARK NATL CORP | $0 | 0.00% | 0 | -2,325 | -100.0% | -$38.00万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -17,276 | -100.0% | -$37.90万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -2,157 | -100.0% | -$31.82万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -5,707 | -100.0% | -$28.30万 | 清仓 |
| WSBC | WESBANCO INC | $0 | 0.00% | 0 | -7,137 | -100.0% | -$24.62万 | 清仓 |
| PSK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,838 | -100.0% | -$24.17万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,552 | -100.0% | -$24.12万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -983 | -100.0% | -$23.53万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,201 | -100.0% | -$21.63万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -4,380 | -100.0% | -$21.34万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,245 | -100.0% | -$20.79万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -5,449 | -100.0% | -$20.28万 | 清仓 |
| VTEI | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -2,025 | -100.0% | -$20.24万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -10,111 | -100.0% | -$8.54万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -19,000 | -100.0% | -$3.71万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -16,730 | -100.0% | -$117 | 清仓 |
| — | MOOLEC SCIENCE SA | $730 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC | $1.43万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $2.88万 | 0.00% | 14,025 | 0 | 0.0% | — | 不变 |
| SSP | SCRIPPS E W CO OHIO | $3.75万 | 0.00% | 13,543 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $4.63万 | 0.00% | 26,000 | 14,000 | 116.7% | $2.49万 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $5.81万 | 0.00% | 10,126 | 10,126 | — | $5.81万 | 新建仓 |
| — | GEMINI SPACE STA INC | $5.88万 | 0.00% | 13,802 | -2,301 | -14.3% | -$9,802 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $7.49万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $9.28万 | 0.00% | 16,404 | 349 | 2.2% | $1,975 | 加仓 |
| WEN | WENDYS CO | $9.53万 | 0.00% | 11,501 | -573 | -4.7% | -$4,750 | 减仓 |
| GGB | GERDAU SA | $11.43万 | 0.00% | 28,300 | 0 | 0.0% | — | 不变 |
| AVIR | ATEA PHARMACEUTICALS INC | $11.90万 | 0.00% | 25,590 | 7,250 | 39.5% | $3.37万 | 加仓 |
| BITO | PROSHARES TR | $16.79万 | 0.00% | 21,039 | 21,039 | — | $16.79万 | 新建仓 |
| RKT | ROCKET COS INC | $18.00万 | 0.00% | 11,426 | 1,135 | 11.0% | $1.79万 | 重新持有 |
| INFY | INFOSYS LTD | $20.02万 | 0.00% | 19,083 | -330 | -1.7% | -$3,462 | 减仓 |
| TLT | ISHARES TR | $20.02万 | 0.00% | 2,316 | 1 | 0.0% | $86 | 加仓 |
| QQQI | NEOS ETF TRUST | $20.09万 | 0.00% | 3,538 | 3,538 | — | $20.09万 | 新建仓 |
| ISMD | NORTHERN LTS FD TR IV | $20.18万 | 0.00% | 4,036 | 4,036 | — | $20.18万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $20.27万 | 0.00% | 4,749 | -54 | -1.1% | -$2,305 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.58万 | 0.00% | 3,348 | 3,348 | — | $20.58万 | 新建仓 |
| TTE | TOTALENERGIES SE | $20.76万 | 0.00% | 2,669 | 86 | 3.3% | $6,688 | 加仓 |
| FXI | ISHARES TR | $20.85万 | 0.00% | 6,600 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $20.98万 | 0.00% | 8,862 | -3,429 | -27.9% | -$8.12万 | 减仓 |
| FTV | FORTIVE CORP | $21.07万 | 0.00% | 3,449 | 3,449 | — | $21.07万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $21.21万 | 0.00% | 5,275 | 5,275 | — | $21.21万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $21.35万 | 0.00% | 2,245 | 2,245 | — | $21.35万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $21.61万 | 0.00% | 2,797 | -103 | -3.6% | -$7,957 | 重新持有 |
| AMX | AMERICA MOVIL SAB DE CV | $21.70万 | 0.00% | 8,349 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $21.72万 | 0.00% | 5,150 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $21.81万 | 0.00% | 2,662 | 2,662 | — | $21.81万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $21.87万 | 0.00% | 6,244 | 6,244 | — | $21.87万 | 新建仓 |
| SNPS | SYNOPSYS INC | $21.89万 | 0.00% | 491 | 491 | — | $21.89万 | 新建仓 |
| CIVB | CIVISTA BANCSHARES INC | $21.90万 | 0.00% | 7,759 | 7,759 | — | $21.90万 | 新建仓 |
| IYZ | ISHARES TR | $22.05万 | 0.00% | 5,212 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $22.10万 | 0.00% | 2,186 | -50 | -2.2% | -$5,054 | 减仓 |
| ICLN | ISHARES TR | $22.10万 | 0.00% | 10,785 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $22.21万 | 0.00% | 4,849 | -173 | -3.4% | -$7,923 | 减仓 |
| SPTM | SPDR SERIES TRUST | $22.27万 | 0.00% | 2,453 | -149 | -5.7% | -$1.35万 | 重新持有 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $22.42万 | 0.00% | 10,525 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $22.69万 | 0.00% | 1,245 | 0 | 0.0% | — | 重新持有 |
| DOW | DOW HLDGS INC | $22.75万 | 0.00% | 8,316 | -2,018 | -19.5% | -$5.52万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $22.83万 | 0.00% | 357 | -2,199 | -86.0% | -$140.63万 | 减仓 |
| MATX | MATSON INC | $23.07万 | 0.00% | 1,200 | 1,200 | — | $23.07万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $23.08万 | 0.00% | 8,709 | 274 | 3.2% | $7,261 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $23.18万 | 0.00% | 2,573 | 2,573 | — | $23.18万 | 新建仓 |
| ITA | ISHARES TR | $23.43万 | 0.00% | 966 | 966 | — | $23.43万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.48万 | 0.00% | 1,050 | 1,050 | — | $23.48万 | 新建仓 |
| RY | ROYAL BK CDA | $23.68万 | 0.00% | 1,144 | 1,144 | — | $23.68万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $23.71万 | 0.00% | 847 | -86 | -9.2% | -$2.41万 | 减仓 |
| SHYG | ISHARES TR | $23.76万 | 0.00% | 5,603 | 5,603 | — | $23.76万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.93万 | 0.00% | 415 | -22 | -5.0% | -$1.27万 | 减仓 |
| GATX | GATX CORP | $23.94万 | 0.00% | 1,351 | -457 | -25.3% | -$8.10万 | 重新持有 |
| NXT | NEXTPOWER INC | $24.15万 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $24.32万 | 0.00% | 2,989 | -1 | -0.0% | -$81 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $24.51万 | 0.00% | 732 | -868 | -54.2% | -$29.06万 | 重新持有 |
| SCMB | SCHWAB STRATEGIC TR | $24.55万 | 0.00% | 9,510 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $24.63万 | 0.00% | 19,424 | 5,500 | 39.5% | $6.97万 | 加仓 |
| USAR | USA RARE EARTH INC | $24.68万 | 0.00% | 11,438 | 11,438 | — | $24.68万 | 新建仓 |
| EQNR | EQUINOR ASA | $24.70万 | 0.00% | 7,867 | 15 | 0.2% | $471 | 加仓 |
| MGA | MAGNA INTL INC | $24.75万 | 0.00% | 3,770 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $24.96万 | 0.00% | 728 | 728 | — | $24.96万 | 新建仓 |
| CATH | GLOBAL X FDS | $25.23万 | 0.00% | 2,851 | 10 | 0.4% | $885 | 加仓 |
| TFLO | ISHARES TR | $25.45万 | 0.00% | 5,027 | 5,027 | — | $25.45万 | 新建仓 |
| CCJ | CAMECO CORP | $25.51万 | 0.00% | 2,504 | 53 | 2.2% | $5,399 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $25.52万 | 0.00% | 2,385 | -200 | -7.7% | -$2.14万 | 减仓 |
| FAST | FASTENAL CO | $25.80万 | 0.00% | 5,371 | 35 | 0.7% | $1,681 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.80万 | 0.00% | 5,467 | 5,467 | — | $25.80万 | 新建仓 |
| — | VANECK ETF TRUST | $25.84万 | 0.00% | 7,770 | -1,130 | -12.7% | -$3.76万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $25.92万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $25.92万 | 0.00% | 947 | 2 | 0.2% | $547 | 加仓 |