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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $239.43万 | 0.02% | 1,760 | -50 | -2.8% | -$6.80万 | 减仓 |
| — | LCNB CORP | $238.45万 | 0.02% | 135,561 | -1,345 | -1.0% | -$2.37万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $236.93万 | 0.02% | 58,895 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $236.75万 | 0.02% | 34,471 | -111 | -0.3% | -$7,623 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $236.20万 | 0.02% | 9,802 | -7,779 | -44.2% | -$187.45万 | 减仓 |
| NNN | NNN REIT INC | $235.63万 | 0.02% | 50,639 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $235.05万 | 0.02% | 5,448 | -928 | -14.6% | -$40.04万 | 减仓 |
| UTL | UNITIL CORP | $234.99万 | 0.02% | 44,598 | -18,405 | -29.2% | -$96.98万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $233.46万 | 0.02% | 24,329 | 230 | 1.0% | $2.21万 | 加仓 |
| ICFI | ICF INTL INC | $233.11万 | 0.02% | 31,994 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $231.58万 | 0.02% | 28,022 | 1,317 | 4.9% | $10.88万 | 加仓 |
| EQIX | EQUINIX INC | $230.89万 | 0.02% | 2,215 | 18 | 0.8% | $1.88万 | 加仓 |
| VLO | VALERO ENERGY CORP | $229.98万 | 0.02% | 8,830 | 3 | 0.0% | $781 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $229.98万 | 0.02% | 20,475 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $229.35万 | 0.02% | 16,651 | -112 | -0.7% | -$1.54万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $228.11万 | 0.02% | 38,428 | -60 | -0.2% | -$3,562 | 减仓 |
| APPF | APPFOLIO INC | $227.87万 | 0.02% | 14,211 | 4,278 | 43.1% | $68.60万 | 加仓 |
| IGOV | ISHARES TR | $224.77万 | 0.02% | 54,782 | 11,097 | 25.4% | $45.53万 | 加仓 |
| AXON | AXON ENTERPRISE INC 看跌期权 | $224.24万 | 0.02% | 4,000 | 0 | 0.0% | — | 重新持有 |
| WHD | CACTUS INC | $224.19万 | 0.02% | 43,761 | 43,761 | — | $224.19万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $223.64万 | 0.02% | 15,298 | 160 | 1.1% | $2.34万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $223.25万 | 0.02% | 90,938 | -8,310 | -8.4% | -$20.40万 | 减仓 |
| T | AT&T INC | $222.75万 | 0.02% | 107,609 | -8,693 | -7.5% | -$17.99万 | 减仓 |
| ENB | ENBRIDGE INC | $221.02万 | 0.02% | 40,771 | 1,045 | 2.6% | $5.66万 | 加仓 |
| QGEN | QIAGEN NV | $220.94万 | 0.02% | 56,506 | 1,590 | 2.9% | $6.22万 | 加仓 |
| BX | BLACKSTONE INC | $219.88万 | 0.02% | 18,686 | 75 | 0.4% | $8,825 | 加仓 |
| HSY | HERSHEY CO | $219.86万 | 0.02% | 12,531 | -2,307 | -15.5% | -$40.48万 | 减仓 |
| RL | RALPH LAUREN CORP | $219.65万 | 0.02% | 5,472 | -2,354 | -30.1% | -$94.49万 | 减仓 |
| FN | FABRINET | $217.97万 | 0.02% | 3,878 | 12 | 0.3% | $6,745 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $217.45万 | 0.02% | 5,555 | -1,800 | -24.5% | -$70.46万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $216.22万 | 0.02% | 14,542 | -70 | -0.5% | -$1.04万 | 减仓 |
| SLVP | ISHARES INC | $215.81万 | 0.02% | 70,000 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $213.34万 | 0.02% | 13,274 | -2,400 | -15.3% | -$38.57万 | 减仓 |
| DHI | D R HORTON INC | $213.10万 | 0.02% | 13,083 | 3,255 | 33.1% | $53.02万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $212.73万 | 0.02% | 16,479 | -3,700 | -18.3% | -$47.76万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $209.57万 | 0.02% | 406,143 | -2,200 | -0.5% | -$1.14万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $207.50万 | 0.02% | 22,162 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $206.23万 | 0.02% | 9,408 | -2,397 | -20.3% | -$52.54万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $205.01万 | 0.01% | 5,606 | 650 | 13.1% | $23.77万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $204.46万 | 0.01% | 13,511 | -735 | -5.2% | -$11.12万 | 减仓 |
| NVS | NOVARTIS AG | $203.37万 | 0.01% | 12,976 | 87 | 0.7% | $1.36万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $202.84万 | 0.01% | 53,296 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $201.99万 | 0.01% | 26,336 | -2,977 | -10.2% | -$22.83万 | 减仓 |
| IYH | ISHARES TR | $199.96万 | 0.01% | 29,840 | 745 | 2.6% | $4.99万 | 加仓 |
| NKE | NIKE INC | $199.87万 | 0.01% | 48,690 | -10,022 | -17.1% | -$41.14万 | 减仓 |
| PLD | PROLOGIS INC. | $199.41万 | 0.01% | 14,720 | 3,876 | 35.7% | $52.51万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $199.11万 | 0.01% | 43,914 | -50 | -0.1% | -$2,267 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $197.90万 | 0.01% | 35,976 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $195.76万 | 0.01% | 44,130 | 16,919 | 62.2% | $75.05万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $195.31万 | 0.01% | 5,916 | -696 | -10.5% | -$22.98万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $192.49万 | 0.01% | 6,462 | 1,808 | 38.8% | $53.86万 | 加仓 |
| FLEX | FLEX LTD | $191.62万 | 0.01% | 11,823 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $190.89万 | 0.01% | 5,389 | -100 | -1.8% | -$3.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $189.32万 | 0.01% | 9,581 | 1,521 | 18.9% | $30.06万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $187.22万 | 0.01% | 6,430 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $186.77万 | 0.01% | 26,009 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $184.93万 | 0.01% | 14,823 | 8,496 | 134.3% | $106.00万 | 加仓 |
| YUM | YUM BRANDS INC | $183.20万 | 0.01% | 11,460 | 140 | 1.2% | $2.24万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $181.24万 | 0.01% | 10,959 | 10,959 | — | $181.24万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $180.88万 | 0.01% | 5,970 | 2,748 | 85.3% | $83.26万 | 加仓 |
| EG | EVEREST GROUP LTD | $180.79万 | 0.01% | 5,061 | -2,932 | -36.7% | -$104.74万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $177.71万 | 0.01% | 17,001 | 8,497 | 99.9% | $88.82万 | 加仓 |
| KN | KNOWLES CORP | $177.70万 | 0.01% | 42,839 | -8,250 | -16.1% | -$34.22万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $177.09万 | 0.01% | 20,304 | -193 | -0.9% | -$1.68万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $177.06万 | 0.01% | 15,705 | -3,443 | -18.0% | -$38.82万 | 减仓 |
| IEMG | ISHARES INC | $176.92万 | 0.01% | 21,357 | 1,333 | 6.7% | $11.04万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $175.55万 | 0.01% | 9,477 | 1,846 | 24.2% | $34.19万 | 加仓 |
| DGS | WISDOMTREE TR | $175.16万 | 0.01% | 27,069 | -160 | -0.6% | -$1.04万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $171.83万 | 0.01% | 46,744 | -436 | -0.9% | -$1.60万 | 减仓 |
| CACI | CACI INTL INC | $169.88万 | 0.01% | 3,667 | -20 | -0.5% | -$9,265 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $168.61万 | 0.01% | 106,177 | 14 | 0.0% | $222 | 加仓 |
| SLV | ISHARES SILVER TR | $167.30万 | 0.01% | 31,288 | -605 | -1.9% | -$3.23万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $166.84万 | 0.01% | 5,034 | 232 | 4.8% | $7.69万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $166.45万 | 0.01% | 22,693 | -2,353 | -9.4% | -$17.26万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $165.71万 | 0.01% | 8,576 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $165.01万 | 0.01% | 7,894 | 1,018 | 14.8% | $21.28万 | 加仓 |
| SNDK | SANDISK CORP | $162.34万 | 0.01% | 714 | 714 | — | $162.34万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $161.31万 | 0.01% | 21,537 | 603 | 2.9% | $4.52万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $158.61万 | 0.01% | 10,916 | -1,506 | -12.1% | -$21.88万 | 减仓 |
| MFC | MANULIFE FINL CORP | $156.83万 | 0.01% | 38,714 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $156.80万 | 0.01% | 10,614 | -1,711 | -13.9% | -$25.28万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $156.54万 | 0.01% | 74,651 | -551 | -0.7% | -$1.16万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $155.87万 | 0.01% | 30,533 | 1,910 | 6.7% | $9.75万 | 加仓 |
| C | CITIGROUP INC | $155.54万 | 0.01% | 11,113 | -44 | -0.4% | -$6,158 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $155.44万 | 0.01% | 5,315 | -150 | -2.7% | -$4.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $153.56万 | 0.01% | 13,162 | -2,068 | -13.6% | -$24.13万 | 减仓 |
| DAL | DELTA AIR LINES INC | $153.47万 | 0.01% | 16,386 | 907 | 5.9% | $8.49万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $152.80万 | 0.01% | 13,440 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $152.77万 | 0.01% | 55,551 | 584 | 1.1% | $1.61万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $152.44万 | 0.01% | 65,819 | 14,584 | 28.5% | $33.78万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $152.30万 | 0.01% | 16,700 | -599 | -3.5% | -$5.46万 | 减仓 |
| — | WISDOMTREE TR | $151.25万 | 0.01% | 27,100 | 0 | 0.0% | — | 不变 |
| HY | HYSTER-YALE INC | $149.37万 | 0.01% | 42,603 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $148.54万 | 0.01% | 13,532 | -4 | -0.0% | -$439 | 减仓 |
| LQD | ISHARES TR | $148.43万 | 0.01% | 13,609 | -15 | -0.1% | -$1,636 | 减仓 |
| GDXJ | VANECK ETF TRUST | $148.19万 | 0.01% | 15,083 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $148.02万 | 0.01% | 26,278 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $146.41万 | 0.01% | 79,012 | -39,023 | -33.1% | -$72.31万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $146.20万 | 0.01% | 13,647 | 2,731 | 25.0% | $29.26万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $146.19万 | 0.01% | 7,069 | 450 | 6.8% | $9.31万 | 加仓 |