Johnson Financial Group, Inc.
RACINE WI · SEC CIK 0001477024
$30.41亿2026Q2 申报市值
816持仓数
64.0%前十大占比 · 第一大 31.2%
74 / 153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
IEFA 加仓+$5,468.67万
VPLS 新建仓+$3,939.78万
IEMG 加仓+$3,032.90万
JCPB 加仓+$1,321.98万
XLG 加仓+$1,125.60万
2026Q2 卖出最多 按季末市值估算
IWF 减仓-$9,088.90万
ISTB 减仓-$1,899.22万
MBB 减仓-$1,373.17万
IVV 减仓-$777.20万
JPST 减仓-$542.08万
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 |
|---|---|---|---|---|---|---|---|---|
| CSGP | COSTAR GROUP INC | $6,231 | 0.00% | 220 | -44 | -16.7% | -$1,246 | 减仓 |
| TILE | INTERFACE INC | $6,237 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $6,246 | 0.00% | 124 | 90 | 264.7% | $4,533 | 加仓 |
| EPI | WISDOMTREE TR | $6,332 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $6,395 | 0.00% | 81 | -53 | -39.6% | -$4,184 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $6,507 | 0.00% | 128 | -189 | -59.6% | -$9,608 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $6,508 | 0.00% | 45 | 45 | — | $6,508 | 新建仓 |
| BCS | BARCLAYS PLC | $6,850 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $6,927 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $6,939 | 0.00% | 384 | 384 | — | $6,939 | 新建仓 |
| UI | UBIQUITI INC | $6,943 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $7,395 | 0.00% | 52 | -53 | -50.5% | -$7,537 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $7,442 | 0.00% | 169 | 3 | 1.8% | $132 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $7,521 | 0.00% | 75 | -752 | -90.9% | -$7.54万 | 减仓 |
| USDU | WISDOMTREE TR | $7,597 | 0.00% | 284 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $7,604 | 0.00% | 26 | -75 | -74.3% | -$2.19万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $7,680 | 0.00% | 1,000 | 1,000 | — | $7,680 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $7,803 | 0.00% | 148 | 83 | 127.7% | $4,376 | 加仓 |
| KTB | KONTOOR BRANDS INC | $7,834 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $7,854 | 0.00% | 184 | -313 | -63.0% | -$1.34万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $8,221 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $8,263 | 0.00% | 62 | 62 | — | $8,263 | 新建仓 |
| TRGP | TARGA RES CORP | $8,313 | 0.00% | 31 | -27 | -46.6% | -$7,240 | 减仓 |
| EUFN | ISHARES TR | $8,617 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $8,925 | 0.00% | 750 | 750 | — | $8,925 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $8,968 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $8,971 | 0.00% | 14 | -11 | -44.0% | -$7,049 | 减仓 |
| OUSM | ALPS ETF TR | $9,029 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $9,574 | 0.00% | 229 | 229 | — | $9,574 | 新建仓 |
| XBI | SPDR SERIES TRUST | $9,970 | 0.00% | 63 | 2 | 3.3% | $317 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $9,984 | 0.00% | 110 | -121 | -52.4% | -$1.10万 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $1.03万 | 0.00% | 1,000 | 1,000 | — | $1.03万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $1.04万 | 0.00% | 207 | 207 | — | $1.04万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1.07万 | 0.00% | 19 | -6 | -24.0% | -$3,364 | 减仓 |
| AGCO | AGCO CORP | $1.07万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $1.08万 | 0.00% | 559 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.08万 | 0.00% | 1,000 | 1,000 | — | $1.08万 | 新建仓 |
| EES | WISDOMTREE TR | $1.08万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $1.09万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $1.09万 | 0.00% | 113 | -31 | -21.5% | -$3,003 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $1.14万 | 0.00% | 294 | 294 | — | $1.14万 | 新建仓 |
| — | FINWARD BANCORP | $1.14万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $1.16万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.17万 | 0.00% | 143 | -1,072 | -88.2% | -$8.74万 | 重新持有 |
| DGRO | ISHARES TR | $1.17万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $1.18万 | 0.00% | 162 | -15 | -8.5% | -$1,088 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $1.19万 | 0.00% | 52 | -2,218 | -97.7% | -$50.73万 | 减仓 |
| DOW | DOW HLDGS INC | $1.20万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $1.20万 | 0.00% | 144 | -14 | -8.9% | -$1,169 | 减仓 |
| — | TOPBUILD COR | $1.21万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1.24万 | 0.00% | 580 | 580 | — | $1.24万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.26万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $1.26万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.27万 | 0.00% | 19 | -3 | -13.6% | -$2,001 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $1.27万 | 0.00% | 139 | 139 | — | $1.27万 | 新建仓 |
| TRMB | TRIMBLE INC | $1.27万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.28万 | 0.00% | 283 | 149 | 111.2% | $6,743 | 加仓 |
| PPG | PPG INDS INC | $1.32万 | 0.00% | 109 | -36 | -24.8% | -$4,367 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $1.34万 | 0.00% | 1,705 | 1,705 | — | $1.34万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.35万 | 0.00% | 1,000 | 1,000 | — | $1.35万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $1.36万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $1.36万 | 0.00% | 6 | 6 | — | $1.36万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $1.37万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.37万 | 0.00% | 404 | -157 | -28.0% | -$5,338 | 减仓 |
| INFY | INFOSYS LTD | $1.38万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.39万 | 0.00% | 292 | -85 | -22.5% | -$4,042 | 减仓 |
| SUB | ISHARES TR | $1.42万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $1.42万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.49万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $1.51万 | 0.00% | 309 | 309 | — | $1.51万 | 新建仓 |
| HDV | ISHARES TR | $1.53万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $1.56万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.59万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $1.60万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $1.62万 | 0.00% | 178 | 153 | 612.0% | $1.40万 | 重新持有 |
| CBL | CBL & ASSOC PPTYS INC | $1.64万 | 0.00% | 308 | 308 | — | $1.64万 | 新建仓 |
| DOV | DOVER CORP | $1.64万 | 0.00% | 73 | 21 | 40.4% | $4,710 | 加仓 |
| NTRA | NATERA INC | $1.66万 | 0.00% | 61 | 61 | — | $1.66万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1.67万 | 0.00% | 14 | -2 | -12.5% | -$2,390 | 减仓 |
| SPTL | SPDR SERIES TRUST | $1.69万 | 0.00% | 644 | 386 | 149.6% | $1.01万 | 加仓 |
| YUM | YUM BRANDS INC | $1.69万 | 0.00% | 106 | -8 | -7.0% | -$1,279 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $1.71万 | 0.00% | 154 | 9 | 6.2% | $1,002 | 加仓 |
| TSN | TYSON FOODS INC | $1.72万 | 0.00% | 300 | -52 | -14.8% | -$2,977 | 减仓 |
| ROKU | ROKU INC | $1.73万 | 0.00% | 125 | 125 | — | $1.73万 | 新建仓 |
| SE | SEA LTD | $1.73万 | 0.00% | 181 | 181 | — | $1.73万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $1.76万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.77万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $1.78万 | 0.00% | 262 | 190 | 263.9% | $1.29万 | 加仓 |
| VMC | VULCAN MATLS CO | $1.83万 | 0.00% | 62 | -857 | -93.3% | -$25.28万 | 减仓 |
| NOBL | PROSHARES TR | $1.84万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.84万 | 0.00% | 225 | -37 | -14.1% | -$3,034 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $1.85万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $1.85万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.88万 | 0.00% | 275 | -19 | -6.5% | -$1,298 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.89万 | 0.00% | 89 | -6 | -6.3% | -$1,272 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.89万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.92万 | 0.00% | 800 | 684 | 589.7% | $1.64万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $1.93万 | 0.00% | 1,522 | 1,522 | — | $1.93万 | 新建仓 |
| HUBB | HUBBELL INC | $1.94万 | 0.00% | 37 | -4 | -9.8% | -$2,093 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1.96万 | 0.00% | 223 | 223 | — | $1.96万 | 新建仓 |