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 |
|---|---|---|---|---|---|---|---|---|
| XLB | SELECT SECTOR SPDR TR | $35.08万 | 0.00% | 6,902 | 1,303 | 23.3% | $6.62万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $34.49万 | 0.00% | 919 | 8 | 0.9% | $3,003 | 加仓 |
| ACWI | ISHARES TR | $34.49万 | 0.00% | 2,197 | 55 | 2.6% | $8,633 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.48万 | 0.00% | 6,996 | 6,996 | — | $34.48万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $34.45万 | 0.00% | 1,214 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $34.40万 | 0.00% | 10,561 | 4,037 | 61.9% | $13.15万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $34.11万 | 0.00% | 16,501 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $34.08万 | 0.00% | 7,738 | -933 | -10.8% | -$4.11万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $33.51万 | 0.00% | 743 | 21 | 2.9% | $9,471 | 加仓 |
| IMCG | ISHARES TR | $33.44万 | 0.00% | 3,401 | 125 | 3.8% | $1.23万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $33.22万 | 0.00% | 671 | 12 | 1.8% | $5,941 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $33.22万 | 0.00% | 949 | -67 | -6.6% | -$2.35万 | 减仓 |
| IBTG | ISHARES TR | $32.71万 | 0.00% | 14,288 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $32.61万 | 0.00% | 1,213 | 20 | 1.7% | $5,377 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $32.60万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $32.53万 | 0.00% | 1,278 | -105 | -7.6% | -$2.67万 | 重新持有 |
| HAS | HASBRO INC | $32.27万 | 0.00% | 3,907 | -33 | -0.8% | -$2,725 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $31.92万 | 0.00% | 4,683 | 4,683 | — | $31.92万 | 新建仓 |
| EPP | ISHARES INC | $31.79万 | 0.00% | 5,968 | 633 | 11.9% | $3.37万 | 加仓 |
| PDD | PDD HOLDINGS INC | $31.56万 | 0.00% | 4,137 | 219 | 5.6% | $1.67万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $31.49万 | 0.00% | 6,092 | 0 | 0.0% | — | 不变 |
| — | VANGUARD FIXED INCOME SECS F | $31.44万 | 0.00% | 4,200 | 4,200 | — | $31.44万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $31.41万 | 0.00% | 3,790 | -241 | -6.0% | -$2.00万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $31.22万 | 0.00% | 38,215 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $31.16万 | 0.00% | 3,247 | 16 | 0.5% | $1,536 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.06万 | 0.00% | 6,823 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $30.70万 | 0.00% | 13,663 | 13,663 | — | $30.70万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $30.44万 | 0.00% | 3,167 | 92 | 3.0% | $8,843 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $30.23万 | 0.00% | 4,424 | -92 | -2.0% | -$6,287 | 减仓 |
| IYR | ISHARES TR | $29.99万 | 0.00% | 2,933 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $29.98万 | 0.00% | 1,890 | 94 | 5.2% | $1.49万 | 加仓 |
| RDDT | REDDIT INC | $29.82万 | 0.00% | 1,718 | 341 | 24.8% | $5.92万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.74万 | 0.00% | 900 | 10 | 1.1% | $3,305 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $29.52万 | 0.00% | 4,097 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $29.41万 | 0.00% | 8,349 | -385 | -4.4% | -$1.36万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $29.38万 | 0.00% | 11,912 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $29.19万 | 0.00% | 1,751 | 2 | 0.1% | $333 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.16万 | 0.00% | 468 | -10 | -2.1% | -$6,230 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $29.02万 | 0.00% | 2,110 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.88万 | 0.00% | 5,114 | 1,004 | 24.4% | $5.67万 | 加仓 |
| COHR | COHERENT CORP | $28.60万 | 0.00% | 725 | 725 | — | $28.60万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $28.48万 | 0.00% | 7,204 | 7,204 | — | $28.48万 | 新建仓 |
| FISV | FISERV INC | $28.32万 | 0.00% | 5,773 | -649 | -10.1% | -$3.18万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $28.27万 | 0.00% | 6,140 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $28.18万 | 0.00% | 166 | -1 | -0.6% | -$1,697 | 减仓 |
| WS | WORTHINGTON STL INC | $27.82万 | 0.00% | 8,286 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $27.56万 | 0.00% | 3,990 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $27.50万 | 0.00% | 1,578 | 14 | 0.9% | $2,440 | 加仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $27.45万 | 0.00% | 5,824 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $27.42万 | 0.00% | 1,118 | 11 | 1.0% | $2,698 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $27.39万 | 0.00% | 3,458 | 4 | 0.1% | $317 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $27.36万 | 0.00% | 7,142 | 8 | 0.1% | $306 | 加仓 |
| WAB | WABTEC | $27.28万 | 0.00% | 1,012 | -13 | -1.3% | -$3,505 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $27.23万 | 0.00% | 3,527 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $27.21万 | 0.00% | 17,134 | -1,027 | -5.7% | -$1.63万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $27.18万 | 0.00% | 2,144 | -379 | -15.0% | -$4.80万 | 减仓 |
| IXP | ISHARES TR | $27.08万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $26.85万 | 0.00% | 3,510 | -16 | -0.5% | -$1,224 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $26.84万 | 0.00% | 793 | 4 | 0.5% | $1,354 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $26.77万 | 0.00% | 1,462 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $26.68万 | 0.00% | 3,430 | 5 | 0.1% | $389 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $26.60万 | 0.00% | 2,398 | 2,398 | — | $26.60万 | 新建仓 |
| XEL | XCEL ENERGY INC | $26.40万 | 0.00% | 3,287 | -302 | -8.4% | -$2.43万 | 减仓 |
| USFR | WISDOMTREE TR | $26.37万 | 0.00% | 5,237 | -136 | -2.5% | -$6,848 | 减仓 |
| BIIB | BIOGEN INC | $26.27万 | 0.00% | 1,216 | -30 | -2.4% | -$6,482 | 减仓 |
| STLD | STEEL DYNAMICS INC | $26.27万 | 0.00% | 1,145 | 9 | 0.8% | $2,065 | 加仓 |
| PYLD | PIMCO ETF TR | $26.18万 | 0.00% | 9,871 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $26.12万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $26.12万 | 0.00% | 13,020 | 289 | 2.3% | $5,797 | 加仓 |
| DG | DOLLAR GEN CORP | $26.11万 | 0.00% | 2,268 | 3 | 0.1% | $345 | 加仓 |
| MGC | VANGUARD WORLD FD | $25.92万 | 0.00% | 947 | 2 | 0.2% | $547 | 加仓 |
| SILJ | AMPLIFY ETF TR | $25.92万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $25.84万 | 0.00% | 7,770 | -1,130 | -12.7% | -$3.76万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.80万 | 0.00% | 5,467 | 5,467 | — | $25.80万 | 新建仓 |
| FAST | FASTENAL CO | $25.80万 | 0.00% | 5,371 | 35 | 0.7% | $1,681 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $25.52万 | 0.00% | 2,385 | -200 | -7.7% | -$2.14万 | 减仓 |
| CCJ | CAMECO CORP | $25.51万 | 0.00% | 2,504 | 53 | 2.2% | $5,399 | 加仓 |
| TFLO | ISHARES TR | $25.45万 | 0.00% | 5,027 | 5,027 | — | $25.45万 | 新建仓 |
| CATH | GLOBAL X FDS | $25.23万 | 0.00% | 2,851 | 10 | 0.4% | $885 | 加仓 |
| MTUM | ISHARES TR | $24.96万 | 0.00% | 728 | 728 | — | $24.96万 | 新建仓 |
| MGA | MAGNA INTL INC | $24.75万 | 0.00% | 3,770 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $24.70万 | 0.00% | 7,867 | 15 | 0.2% | $471 | 加仓 |
| USAR | USA RARE EARTH INC | $24.68万 | 0.00% | 11,438 | 11,438 | — | $24.68万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $24.63万 | 0.00% | 19,424 | 5,500 | 39.5% | $6.97万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $24.55万 | 0.00% | 9,510 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $24.51万 | 0.00% | 732 | -868 | -54.2% | -$29.06万 | 重新持有 |
| FQAL | FIDELITY COVINGTON TRUST | $24.32万 | 0.00% | 2,989 | -1 | -0.0% | -$81 | 减仓 |
| NXT | NEXTPOWER INC | $24.15万 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $23.94万 | 0.00% | 1,351 | -457 | -25.3% | -$8.10万 | 重新持有 |
| MLM | MARTIN MARIETTA MATLS INC | $23.93万 | 0.00% | 415 | -22 | -5.0% | -$1.27万 | 减仓 |
| SHYG | ISHARES TR | $23.76万 | 0.00% | 5,603 | 5,603 | — | $23.76万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $23.71万 | 0.00% | 847 | -86 | -9.2% | -$2.41万 | 减仓 |
| RY | ROYAL BK CDA | $23.68万 | 0.00% | 1,144 | 1,144 | — | $23.68万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.48万 | 0.00% | 1,050 | 1,050 | — | $23.48万 | 新建仓 |
| ITA | ISHARES TR | $23.43万 | 0.00% | 966 | 966 | — | $23.43万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $23.18万 | 0.00% | 2,573 | 2,573 | — | $23.18万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $23.08万 | 0.00% | 8,709 | 274 | 3.2% | $7,261 | 加仓 |
| MATX | MATSON INC | $23.07万 | 0.00% | 1,200 | 1,200 | — | $23.07万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $22.83万 | 0.00% | 357 | -2,199 | -86.0% | -$140.63万 | 减仓 |
| DOW | DOW HLDGS INC | $22.75万 | 0.00% | 8,316 | -2,018 | -19.5% | -$5.52万 | 减仓 |