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 |
|---|---|---|---|---|---|---|---|---|
| WEN | WENDYS CO | $8.39万 | 0.00% | 12,074 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II | $7.23万 | 0.00% | 10,500 | 10,500 | — | $7.23万 | 新建仓 |
| — | GEMINI SPACE STA INC | $7.12万 | 0.00% | 16,103 | 16,103 | — | $7.12万 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $5.04万 | 0.00% | 13,543 | -1,200 | -8.1% | -$4,464 | 减仓 |
| — | BITFARMS LTD | $3.71万 | 0.00% | 19,000 | 19,000 | — | $3.71万 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $3.48万 | 0.00% | 14,025 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $2.28万 | 0.00% | 12,000 | 12,000 | — | $2.28万 | 新建仓 |
| — | FILANA THERAPEUTICS INC | $2.03万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | MOOLEC SCIENCE SA | $1,290 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $117 | 0.00% | 16,730 | 16,730 | — | $117 | 新建仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -45,563 | -100.0% | -$286.77万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -57,359 | -100.0% | -$257.94万 | 清仓 |
| AXON | AXON ENTERPRISE INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -73,073 | -100.0% | -$176.25万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -20,039 | -100.0% | -$161.33万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -19,085 | -100.0% | -$132.96万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -4,648 | -100.0% | -$85.47万 | 清仓 |
| AZZ | AZZ INC | $0 | 0.00% | 0 | -6,698 | -100.0% | -$71.79万 | 清仓 |
| THFF | FIRST FINANCIAL CORPORATION | $0 | 0.00% | 0 | -11,295 | -100.0% | -$68.24万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -5,347 | -100.0% | -$68.17万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -7,431 | -100.0% | -$60.01万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -3,995 | -100.0% | -$59.52万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -3,008 | -100.0% | -$44.14万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -872 | -100.0% | -$42.49万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -1,622 | -100.0% | -$41.95万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -21,535 | -100.0% | -$41.54万 | 清仓 |
| NGVT | INGEVITY CORP | $0 | 0.00% | 0 | -6,995 | -100.0% | -$41.40万 | 清仓 |
| GHC | GRAHAM HLDGS CO | $0 | 0.00% | 0 | -375 | -100.0% | -$41.20万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -6,616 | -100.0% | -$40.23万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -12,352 | -100.0% | -$39.88万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -2,900 | -100.0% | -$38.72万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -9,487 | -100.0% | -$37.28万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -20,448 | -100.0% | -$36.97万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -6,248 | -100.0% | -$36.46万 | 清仓 |
| OI | O-I GLASS INC | $0 | 0.00% | 0 | -24,611 | -100.0% | -$36.33万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,742 | -100.0% | -$35.37万 | 清仓 |
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,671 | -100.0% | -$34.42万 | 清仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $0 | 0.00% | 0 | -8,002 | -100.0% | -$34.00万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -2,215 | -100.0% | -$32.87万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SXI | STANDEX INTL CORP | $0 | 0.00% | 0 | -1,440 | -100.0% | -$31.29万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -4,418 | -100.0% | -$30.65万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -11,258 | -100.0% | -$30.61万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -844 | -100.0% | -$30.40万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HILLENBRAND INC | $0 | 0.00% | 0 | -9,301 | -100.0% | -$29.50万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -2,568 | -100.0% | -$29.22万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $0 | 0.00% | 0 | -3,202 | -100.0% | -$28.99万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -6,688 | -100.0% | -$28.65万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -4,945 | -100.0% | -$28.43万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -4,248 | -100.0% | -$28.23万 | 清仓 |
| GNRC | GENERAC HLDGS INC | $0 | 0.00% | 0 | -2,005 | -100.0% | -$27.34万 | 清仓 |
| STRT | STRATTEC SEC CORP | $0 | 0.00% | 0 | -3,589 | -100.0% | -$27.33万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,064 | -100.0% | -$27.24万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,268 | -100.0% | -$27.23万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -9,628 | -100.0% | -$26.91万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -2,842 | -100.0% | -$26.75万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$26.40万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -3,826 | -100.0% | -$26.25万 | 清仓 |
| MNRO | MONRO INC | $0 | 0.00% | 0 | -13,049 | -100.0% | -$26.15万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,111 | -100.0% | -$25.90万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -942 | -100.0% | -$25.72万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -5,577 | -100.0% | -$25.59万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -1,590 | -100.0% | -$25.10万 | 清仓 |
| AQN | ALGONQUIN PWR UTILS CORP | $0 | 0.00% | 0 | -40,000 | -100.0% | -$24.60万 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$24.47万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,630 | -100.0% | -$24.44万 | 清仓 |
| TKR | TIMKEN CO | $0 | 0.00% | 0 | -2,895 | -100.0% | -$24.36万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,745 | -100.0% | -$24.07万 | 清仓 |
| SBCF | SEACOAST BKG CORP FLA | $0 | 0.00% | 0 | -7,661 | -100.0% | -$24.07万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -1,839 | -100.0% | -$24.03万 | 清仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$24.01万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,059 | -100.0% | -$24.00万 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -115 | -100.0% | -$23.90万 | 清仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $0 | 0.00% | 0 | -5,157 | -100.0% | -$23.88万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -7,879 | -100.0% | -$22.71万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -2,197 | -100.0% | -$22.53万 | 清仓 |
| NBHC | NATIONAL BK HLDGS CORP | $0 | 0.00% | 0 | -5,890 | -100.0% | -$22.39万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC | $0 | 0.00% | 0 | -1,723 | -100.0% | -$21.82万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -101 | -100.0% | -$21.71万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPTM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,455 | -100.0% | -$21.43万 | 清仓 |
| JOUT | JOHNSON OUTDOORS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$21.23万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -2,905 | -100.0% | -$21.21万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -2,311 | -100.0% | -$21.17万 | 清仓 |
| NPO | ENPRO INC | $0 | 0.00% | 0 | -984 | -100.0% | -$21.07万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -358 | -100.0% | -$20.79万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -1,191 | -100.0% | -$20.75万 | 清仓 |
| IYY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,372 | -100.0% | -$20.46万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,247 | -100.0% | -$20.45万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -6,725 | -100.0% | -$20.31万 | 清仓 |
| ICUI | ICU MED INC | $0 | 0.00% | 0 | -1,421 | -100.0% | -$20.27万 | 清仓 |
| TR | TOOTSIE ROLL INDS INC | $0 | 0.00% | 0 | -5,485 | -100.0% | -$20.09万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AHCO | ADAPTHEALTH CORP | $0 | 0.00% | 0 | -19,345 | -100.0% | -$19.27万 | 清仓 |