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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $70.28万 | 0.01% | 12,735 | -1,709 | -11.8% | -$9.43万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $69.89万 | 0.01% | 6,327 | 576 | 10.0% | $6.36万 | 加仓 |
| IBB | ISHARES TR | $69.71万 | 0.01% | 4,129 | -45 | -1.1% | -$7,598 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $69.50万 | 0.01% | 8,836 | -2,218 | -20.1% | -$17.45万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $69.15万 | 0.01% | 2,556 | -2,010 | -44.0% | -$54.38万 | 减仓 |
| DON | WISDOMTREE TR | $68.75万 | 0.01% | 13,086 | -2,488 | -16.0% | -$13.07万 | 减仓 |
| JBL | JABIL INC | $68.64万 | 0.01% | 2,584 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $68.47万 | 0.01% | 4,455 | -108 | -2.4% | -$1.66万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $68.28万 | 0.01% | 11,530 | 1 | 0.0% | $59 | 加仓 |
| KHC | KRAFT HEINZ CO | $67.97万 | 0.01% | 30,221 | 4,586 | 17.9% | $10.31万 | 加仓 |
| EIX | EDISON INTL | $67.96万 | 0.01% | 9,286 | 5,491 | 144.7% | $40.18万 | 加仓 |
| MTB | M & T BK CORP | $67.63万 | 0.01% | 3,272 | -471 | -12.6% | -$9.74万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $67.40万 | 0.01% | 22,098 | -7,566 | -25.5% | -$23.08万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $67.37万 | 0.01% | 5,189 | 220 | 4.4% | $2.86万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $67.30万 | 0.01% | 8,404 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $67.24万 | 0.01% | 35,001 | 6,161 | 21.4% | $11.84万 | 加仓 |
| SYY | SYSCO CORP | $67.18万 | 0.01% | 9,418 | -2,218 | -19.1% | -$15.82万 | 减仓 |
| IBMQ | ISHARES TR | $66.45万 | 0.01% | 26,027 | 26,027 | — | $66.45万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $65.72万 | 0.01% | 9,661 | 27 | 0.3% | $1,837 | 加仓 |
| MGK | VANGUARD WORLD FD | $65.21万 | 0.01% | 1,775 | -950 | -34.9% | -$34.90万 | 减仓 |
| IBTH | ISHARES TR | $65.13万 | 0.01% | 29,035 | 29,035 | — | $65.13万 | 新建仓 |
| SAP | SAP SE | $64.96万 | 0.01% | 3,794 | -944 | -19.9% | -$16.16万 | 减仓 |
| IJK | ISHARES TR | $64.89万 | 0.01% | 6,449 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $64.41万 | 0.01% | 33,374 | 33,374 | — | $64.41万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $64.34万 | 0.01% | 3,476 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $63.97万 | 0.01% | 5,393 | -243 | -4.3% | -$2.88万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $63.95万 | 0.01% | 1,638 | -20 | -1.2% | -$7,808 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $63.91万 | 0.01% | 4,414 | 62 | 1.4% | $8,977 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $63.19万 | 0.01% | 2,141 | 1,221 | 132.7% | $36.03万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $62.91万 | 0.01% | 19,399 | -597 | -3.0% | -$1.94万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $62.80万 | 0.01% | 3,485 | -1,455 | -29.5% | -$26.22万 | 减仓 |
| EOG | EOG RES INC | $62.69万 | 0.01% | 4,336 | -1,343 | -23.6% | -$19.42万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $62.50万 | 0.01% | 8,108 | -331 | -3.9% | -$2.55万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $61.89万 | 0.01% | 6,291 | -2,266 | -26.5% | -$22.29万 | 减仓 |
| PTC | PTC INC | $61.84万 | 0.00% | 4,340 | -34 | -0.8% | -$4,845 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $61.78万 | 0.00% | 43,262 | 771 | 1.8% | $1.10万 | 加仓 |
| SOXX | ISHARES TR | $61.03万 | 0.00% | 1,857 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $60.82万 | 0.00% | 2,910 | -84 | -2.8% | -$1.76万 | 减仓 |
| MAS | MASCO CORP | $60.26万 | 0.00% | 9,981 | 243 | 2.5% | $1.47万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $59.42万 | 0.00% | 4,367 | 107 | 2.5% | $1.46万 | 加仓 |
| STE | STERIS PLC | $58.82万 | 0.00% | 2,660 | 61 | 2.3% | $1.35万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $58.45万 | 0.00% | 12,097 | -874 | -6.7% | -$4.22万 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC | $58.33万 | 0.00% | 82,972 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $58.24万 | 0.00% | 3,445 | -97 | -2.7% | -$1.64万 | 减仓 |
| PAVE | GLOBAL X FDS | $58.21万 | 0.00% | 11,456 | 368 | 3.3% | $1.87万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $57.89万 | 0.00% | 11,832 | -739 | -5.9% | -$3.62万 | 减仓 |
| FOXA | FOX CORP | $57.84万 | 0.00% | 9,904 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $57.78万 | 0.00% | 3,379 | -1,700 | -33.5% | -$29.07万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $57.03万 | 0.00% | 23,498 | 23,498 | — | $57.03万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $56.89万 | 0.00% | 6,015 | 23 | 0.4% | $2,175 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $56.81万 | 0.00% | 11,646 | -250 | -2.1% | -$1.22万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $56.75万 | 0.00% | 9,142 | -19 | -0.2% | -$1,180 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $56.73万 | 0.00% | 7,970 | -7,942 | -49.9% | -$56.53万 | 减仓 |
| — | NACCO INDS INC | $56.63万 | 0.00% | 10,897 | -143 | -1.3% | -$7,432 | 减仓 |
| SUSA | ISHARES TR | $56.59万 | 0.00% | 4,284 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $56.54万 | 0.00% | 2,596 | 90 | 3.6% | $1.96万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $56.02万 | 0.00% | 3,602 | 47 | 1.3% | $7,309 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $55.71万 | 0.00% | 6,182 | -151 | -2.4% | -$1.36万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $55.66万 | 0.00% | 1,980 | -177 | -8.2% | -$4.98万 | 减仓 |
| PAYX | PAYCHEX INC | $54.85万 | 0.00% | 5,954 | 52 | 0.9% | $4,790 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $53.98万 | 0.00% | 14,753 | 1,750 | 13.5% | $6.40万 | 加仓 |
| TIP | ISHARES TR | $53.80万 | 0.00% | 4,875 | 4,875 | — | $53.80万 | 新建仓 |
| IBD | NORTHERN LTS FD TR IV | $53.76万 | 0.00% | 22,535 | 22,535 | — | $53.76万 | 新建仓 |
| SNY | SANOFI SA | $53.51万 | 0.00% | 11,106 | -726 | -6.1% | -$3.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $53.49万 | 0.00% | 2,932 | -1,388 | -32.1% | -$25.32万 | 减仓 |
| TY | TRI CONTL CORP | $53.47万 | 0.00% | 16,925 | 5 | 0.0% | $158 | 加仓 |
| OGE | OGE ENERGY CORP | $53.34万 | 0.00% | 11,121 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $53.33万 | 0.00% | 11,790 | 1,367 | 13.1% | $6.18万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $53.29万 | 0.00% | 16,211 | -300 | -1.8% | -$9,861 | 减仓 |
| XYL | XYLEM INC | $52.94万 | 0.00% | 4,430 | -1,225 | -21.7% | -$14.64万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $52.71万 | 0.00% | 5,383 | 129 | 2.5% | $1.26万 | 加仓 |
| NVO | NOVO-NORDISK A S | $52.55万 | 0.00% | 14,301 | -1,891 | -11.7% | -$6.95万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $52.43万 | 0.00% | 11,030 | -67 | -0.6% | -$3,185 | 减仓 |
| EFAV | ISHARES TR | $51.77万 | 0.00% | 5,666 | -146 | -2.5% | -$1.33万 | 减仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $51.63万 | 0.00% | 29,366 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $51.60万 | 0.00% | 23,155 | 23,155 | — | $51.60万 | 新建仓 |
| CIEN | CIENA CORP | $51.60万 | 0.00% | 1,329 | -65 | -4.7% | -$2.52万 | 减仓 |
| GABC | GERMAN AMERN BANCORP INC | $50.93万 | 0.00% | 12,187 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $50.69万 | 0.00% | 4,393 | -337 | -7.1% | -$3.89万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $50.66万 | 0.00% | 6,780 | 6,780 | — | $50.66万 | 新建仓 |
| EXC | EXELON CORP | $50.57万 | 0.00% | 10,317 | -102 | -1.0% | -$5,000 | 减仓 |
| SRE | SEMPRA | $50.48万 | 0.00% | 5,195 | -2,068 | -28.5% | -$20.09万 | 减仓 |
| — | ELECTRONIC ARTS INC | $50.44万 | 0.00% | 2,474 | 101 | 4.3% | $2.06万 | 加仓 |
| NTAP | NETAPP INC | $50.42万 | 0.00% | 4,924 | 193 | 4.1% | $1.98万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $50.14万 | 0.00% | 10,930 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $49.94万 | 0.00% | 31,387 | -11,355 | -26.6% | -$18.07万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $49.51万 | 0.00% | 2,286 | 263 | 13.0% | $5.70万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $49.04万 | 0.00% | 4,869 | 4,869 | — | $49.04万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $48.95万 | 0.00% | 3,112 | -84 | -2.6% | -$1.32万 | 减仓 |
| EVR | EVERCORE INC | $48.87万 | 0.00% | 1,637 | 196 | 13.6% | $5.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $48.81万 | 0.00% | 13,738 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $48.48万 | 0.00% | 4,678 | -1,412 | -23.2% | -$14.63万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $48.42万 | 0.00% | 9,286 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $48.11万 | 0.00% | 20,720 | 20,720 | — | $48.11万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $47.98万 | 0.00% | 2,129 | -650 | -23.4% | -$14.65万 | 减仓 |
| NRG | NRG ENERGY INC | $47.93万 | 0.00% | 3,280 | 333 | 11.3% | $4.87万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $47.32万 | 0.00% | 3,246 | -299 | -8.4% | -$4.36万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $46.83万 | 0.00% | 2,389 | -245 | -9.3% | -$4.80万 | 减仓 |
| CPRT | COPART INC | $46.65万 | 0.00% | 14,052 | -37,441 | -72.7% | -$124.31万 | 减仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $46.59万 | 0.00% | 30,000 | 30,000 | — | $46.59万 | 新建仓 |