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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $2,786.61万 | 0.20% | 203,819 | -1,583 | -0.8% | -$21.64万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,784.97万 | 0.20% | 114,613 | 11,276 | 10.9% | $273.99万 | 加仓 |
| IVW | ISHARES TR | $2,777.41万 | 0.20% | 201,949 | 3,660 | 1.8% | $50.34万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $2,757.50万 | 0.20% | 81,489 | -32,007 | -28.2% | -$1,083.08万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,597.20万 | 0.19% | 36,927 | -149 | -0.4% | -$10.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,589.50万 | 0.19% | 69,979 | 1,977 | 2.9% | $73.16万 | 加仓 |
| IWV | ISHARES TR | $2,481.24万 | 0.18% | 58,190 | 35 | 0.1% | $1.49万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,450.01万 | 0.18% | 99,505 | -1,333 | -1.3% | -$32.82万 | 减仓 |
| CSCO | CISCO SYS INC | $2,368.07万 | 0.17% | 201,606 | -3,393 | -1.7% | -$39.85万 | 减仓 |
| SHY | ISHARES TR | $2,312.27万 | 0.17% | 281,607 | 2,059 | 0.7% | $16.91万 | 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 |
| VB | VANGUARD INDEX FDS | $2,244.90万 | 0.16% | 74,060 | 13,942 | 23.2% | $422.61万 | 加仓 |
| INTU | INTUIT | $2,227.01万 | 0.16% | 85,326 | -30,050 | -26.0% | -$784.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,125.92万 | 0.16% | 111,585 | 8,793 | 8.6% | $167.52万 | 加仓 |
| EFG | ISHARES TR | $2,119.48万 | 0.15% | 170,348 | 10,725 | 6.7% | $133.44万 | 加仓 |
| EFV | ISHARES TR | $2,067.93万 | 0.15% | 270,141 | 10,590 | 4.1% | $81.07万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,004.94万 | 0.15% | 48,278 | 1,247 | 2.7% | $51.79万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,999.43万 | 0.15% | 89,280 | -746 | -0.8% | -$16.71万 | 减仓 |
| ORCL | ORACLE CORP | $1,944.96万 | 0.14% | 132,716 | -3,600 | -2.6% | -$52.76万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,936.06万 | 0.14% | 247,483 | -326,923 | -56.9% | -$2,557.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,812.15万 | 0.13% | 210,372 | 22,188 | 11.8% | $191.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,705.89万 | 0.12% | 211,727 | 69,979 | 49.4% | $563.82万 | 加仓 |
| ZTS | ZOETIS INC | $1,692.98万 | 0.12% | 235,594 | -165,766 | -41.3% | -$1,191.19万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,673.01万 | 0.12% | 221,738 | 10,000 | 4.7% | $75.45万 | 加仓 |
| IXN | ISHARES TR | $1,605.53万 | 0.12% | 111,125 | -226 | -0.2% | -$3.27万 | 减仓 |
| DOV | DOVER CORP | $1,605.52万 | 0.12% | 71,585 | -17,300 | -19.5% | -$388.01万 | 减仓 |
| IYW | ISHARES TR | $1,572.30万 | 0.11% | 62,336 | -423 | -0.7% | -$10.67万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,565.79万 | 0.11% | 21,657 | 173 | 0.8% | $12.51万 | 加仓 |
| INTC | INTEL CORP | $1,537.28万 | 0.11% | 110,096 | 6,723 | 6.5% | $93.87万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,511.50万 | 0.11% | 521,927 | 14,859 | 2.9% | $43.03万 | 加仓 |
| FICO | FAIR ISAAC CORP | $1,507.45万 | 0.11% | 12,617 | 2,468 | 24.3% | $294.87万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,499.21万 | 0.11% | 50,139 | 4,592 | 10.1% | $137.31万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,464.01万 | 0.11% | 28,745 | -1,231 | -4.1% | -$62.70万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,440.34万 | 0.11% | 477,408 | 20,736 | 4.5% | $62.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,408.54万 | 0.10% | 59,527 | 1,641 | 2.8% | $38.83万 | 加仓 |
| IWS | ISHARES TR | $1,384.43万 | 0.10% | 84,109 | -1,012 | -1.2% | -$16.66万 | 减仓 |
| CAT | CATERPILLAR INC | $1,373.54万 | 0.10% | 12,898 | -267 | -2.0% | -$28.43万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,373.11万 | 0.10% | 248,842 | -2,070 | -0.8% | -$11.42万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,309.12万 | 0.10% | 32,919 | 197 | 0.6% | $7.83万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,247.81万 | 0.09% | 23,887 | 9,891 | 70.7% | $516.69万 | 加仓 |
| MRK | MERCK & CO INC | $1,240.09万 | 0.09% | 96,505 | -3,368 | -3.4% | -$43.28万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,207.28万 | 0.09% | 10,459 | 1,410 | 15.6% | $162.76万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,205.99万 | 0.09% | 211,652 | -12,692 | -5.7% | -$72.32万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,134.27万 | 0.08% | 93,417 | 77,891 | 501.7% | $945.75万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,125.21万 | 0.08% | 78,604 | -6,498 | -7.6% | -$93.02万 | 减仓 |
| UNP | UNION PAC CORP | $1,110.16万 | 0.08% | 40,815 | -437 | -1.1% | -$11.89万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,067.49万 | 0.08% | 20,953 | 600 | 2.9% | $30.57万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,042.83万 | 0.08% | 37,084 | -3,703 | -9.1% | -$104.13万 | 减仓 |
| IWD | ISHARES TR | $1,040.61万 | 0.08% | 42,924 | -354 | -0.8% | -$8.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,024.51万 | 0.07% | 23,643 | 673 | 2.9% | $29.16万 | 加仓 |
| SMMD | ISHARES TR | $1,016.47万 | 0.07% | 110,932 | 93,588 | 539.6% | $857.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,015.63万 | 0.07% | 29,782 | 2,211 | 8.0% | $75.40万 | 加仓 |
| GEV | GE VERNOVA INC | $982.42万 | 0.07% | 8,362 | 293 | 3.6% | $34.42万 | 加仓 |
| KR | KROGER CO | $954.39万 | 0.07% | 171,869 | 1,450 | 0.9% | $8.05万 | 加仓 |
| IWO | ISHARES TR | $945.54万 | 0.07% | 24,001 | -369 | -1.5% | -$14.54万 | 减仓 |
| ACWX | ISHARES TR | $941.08万 | 0.07% | 123,648 | -5,478 | -4.2% | -$41.69万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $929.93万 | 0.07% | 29,560 | 311 | 1.1% | $9.78万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $906.32万 | 0.07% | 148,018 | -2,400 | -1.6% | -$14.70万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $881.17万 | 0.06% | 48,708 | -1,959 | -3.9% | -$35.44万 | 减仓 |
| AMGN | AMGEN INC | $853.51万 | 0.06% | 23,570 | -446 | -1.9% | -$16.15万 | 减仓 |
| GLD | SPDR GOLD TR | $842.15万 | 0.06% | 22,861 | 182 | 0.8% | $6.70万 | 加仓 |
| AME | AMETEK INC | $839.97万 | 0.06% | 34,718 | 2 | 0.0% | $484 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $835.09万 | 0.06% | 148,144 | 2,563 | 1.8% | $14.45万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $817.69万 | 0.06% | 19,673 | -7,996 | -28.9% | -$332.34万 | 减仓 |
| BA | BOEING CO | $790.88万 | 0.06% | 36,535 | -238 | -0.6% | -$5.15万 | 减仓 |
| OEF | ISHARES TR | $743.48万 | 0.05% | 20,321 | -383 | -1.8% | -$14.01万 | 减仓 |
| KLAC | KLA CORP | $738.71万 | 0.05% | 24,484 | -2,036 | -7.7% | -$61.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $735.61万 | 0.05% | 33,754 | 4,665 | 16.0% | $101.67万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $723.02万 | 0.05% | 40,565 | -1,685 | -4.0% | -$30.03万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $708.17万 | 0.05% | 55,408 | 743 | 1.4% | $9.50万 | 加仓 |
| ITOT | ISHARES TR | $703.01万 | 0.05% | 42,796 | 490 | 1.2% | $8.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $701.15万 | 0.05% | 95,511 | 17,039 | 21.7% | $125.08万 | 加仓 |
| IWC | ISHARES TR | $679.50万 | 0.05% | 33,968 | 7,499 | 28.3% | $150.01万 | 加仓 |
| VFH | VANGUARD WORLD FD | $648.47万 | 0.05% | 49,276 | 1,734 | 3.6% | $22.82万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $643.02万 | 0.05% | 29,687 | 5,884 | 24.7% | $127.45万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $638.26万 | 0.05% | 201,280 | 41,369 | 25.9% | $131.18万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $636.10万 | 0.05% | 419,589 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $632.04万 | 0.05% | 66,224 | 16,636 | 33.5% | $158.77万 | 加仓 |
| PCAR | PACCAR INC | $625.87万 | 0.05% | 52,104 | -148 | -0.3% | -$1.78万 | 减仓 |
| ILCG | ISHARES TR | $619.00万 | 0.05% | 52,897 | -527 | -1.0% | -$6.17万 | 减仓 |
| PGR | PROGRESSIVE CORP | $615.57万 | 0.04% | 28,179 | 45 | 0.2% | $9,830 | 加仓 |
| LIN | LINDE PLC | $606.02万 | 0.04% | 11,678 | -110 | -0.9% | -$5.71万 | 减仓 |
| TXN | TEXAS INSTRS INC | $602.70万 | 0.04% | 20,220 | 739 | 3.8% | $22.03万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $600.83万 | 0.04% | 177,603 | -9,841 | -5.3% | -$33.29万 | 减仓 |
| RTX | RTX CORPORATION | $595.61万 | 0.04% | 31,393 | 674 | 2.2% | $12.79万 | 加仓 |
| VDC | VANGUARD WORLD FD | $569.22万 | 0.04% | 25,243 | -357 | -1.4% | -$8.05万 | 减仓 |
| MO | ALTRIA GROUP INC | $562.27万 | 0.04% | 78,147 | -1,193 | -1.5% | -$8.58万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $538.80万 | 0.04% | 93,509 | 292 | 0.3% | $1.68万 | 加仓 |
| MMM | 3M CO | $530.03万 | 0.04% | 32,736 | -1,344 | -3.9% | -$21.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $529.21万 | 0.04% | 9,110 | 972 | 11.9% | $56.46万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $524.26万 | 0.04% | 17,882 | -337 | -1.8% | -$9.88万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $519.83万 | 0.04% | 65,776 | 5,017 | 8.3% | $39.65万 | 加仓 |
| QCOM | QUALCOMM INC | $515.24万 | 0.04% | 27,882 | -4,000 | -12.5% | -$73.92万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $505.45万 | 0.04% | 39,931 | 393 | 1.0% | $4.97万 | 加仓 |
| VIS | VANGUARD WORLD FD | $504.21万 | 0.04% | 13,991 | -168 | -1.2% | -$6.05万 | 减仓 |
| COP | CONOCOPHILLIPS | $490.67万 | 0.04% | 47,198 | -149 | -0.3% | -$1.55万 | 减仓 |
| AON | AON PLC | $489.24万 | 0.04% | 14,750 | -214 | -1.4% | -$7.10万 | 减仓 |
| IEFA | ISHARES TR | $483.61万 | 0.04% | 50,073 | 2,343 | 4.9% | $22.63万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $470.30万 | 0.03% | 29,760 | 2,094 | 7.6% | $33.09万 | 加仓 |
| CSX | CSX CORP | $469.57万 | 0.03% | 98,795 | -1,698 | -1.7% | -$8.07万 | 减仓 |