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 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $32.75万 | 0.01% | 3,205 | -226 | -6.6% | -$2.31万 | 减仓 |
| GWW | WW GRAINGER INC | $33.06万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $33.25万 | 0.01% | 1,742 | -436 | -20.0% | -$8.32万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $33.35万 | 0.01% | 2,383 | 98 | 4.3% | $1.37万 | 加仓 |
| GLD | SPDR GOLD TR | $33.38万 | 0.01% | 906 | 613 | 209.2% | $22.58万 | 加仓 |
| PFF | ISHARES TR | $33.40万 | 0.01% | 10,955 | 5,400 | 97.2% | $16.46万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $33.55万 | 0.01% | 12,586 | 188 | 1.5% | $5,012 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $33.72万 | 0.01% | 997 | -75 | -7.0% | -$2.54万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $34.15万 | 0.01% | 6,739 | -7,897 | -54.0% | -$40.02万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $35.13万 | 0.01% | 1,549 | 50 | 3.3% | $1.13万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $36.39万 | 0.01% | 807 | 55 | 7.3% | $2.48万 | 加仓 |
| TER | TERADYNE INC | $37.26万 | 0.01% | 770 | -138 | -15.2% | -$6.68万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $37.47万 | 0.01% | 2,102 | 27 | 1.3% | $4,812 | 加仓 |
| FLEX | FLEX LTD | $37.86万 | 0.01% | 2,336 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $37.93万 | 0.01% | 274 | -47 | -14.6% | -$6.51万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $38.23万 | 0.01% | 13,556 | -184 | -1.3% | -$5,189 | 减仓 |
| FIX | COMFORT SYS USA INC | $38.25万 | 0.01% | 193 | -50 | -20.6% | -$9.91万 | 减仓 |
| RDDT | REDDIT INC | $38.27万 | 0.01% | 2,205 | 754 | 52.0% | $13.09万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $38.99万 | 0.01% | 2,295 | 184 | 8.7% | $3.13万 | 加仓 |
| EQT | EQT CORP | $39.88万 | 0.01% | 7,500 | -70 | -0.9% | -$3,722 | 减仓 |
| QDF | FLEXSHARES TR | $40.46万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.89万 | 0.01% | 3,505 | -176 | -4.8% | -$2.05万 | 减仓 |
| BIZD | VANECK ETF TRUST | $41.15万 | 0.01% | 32,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.88万 | 0.01% | 4,885 | -199 | -3.9% | -$1.75万 | 减仓 |
| ETN | EATON CORP PLC | $43.46万 | 0.01% | 1,020 | -323 | -24.1% | -$13.76万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $43.64万 | 0.01% | 7,480 | -124 | -1.6% | -$7,234 | 减仓 |
| GLW | CORNING INC | $45.49万 | 0.01% | 1,781 | 31 | 1.8% | $7,918 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $45.54万 | 0.01% | 12,200 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $45.57万 | 0.01% | 1,119 | -68 | -5.7% | -$2.77万 | 减仓 |
| OEF | ISHARES TR | $47.12万 | 0.02% | 1,288 | 513 | 66.2% | $18.77万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $47.24万 | 0.02% | 619 | -7 | -1.1% | -$5,342 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $48.39万 | 0.02% | 4,126 | 64 | 1.6% | $7,506 | 加仓 |
| C | CITIGROUP INC | $48.58万 | 0.02% | 3,471 | -1,754 | -33.6% | -$24.55万 | 减仓 |
| VV | VANGUARD INDEX FDS | $49.56万 | 0.02% | 1,441 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $49.82万 | 0.02% | 3,219 | -112 | -3.4% | -$1.73万 | 减仓 |
| WM | WASTE MGMT INC DEL | $49.88万 | 0.02% | 2,238 | -1,672 | -42.8% | -$37.27万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $50.47万 | 0.02% | 1,269 | 704 | 124.6% | $28.00万 | 加仓 |
| IT | GARTNER INC | $50.67万 | 0.02% | 3,909 | 3,877 | 12,115.6% | $50.25万 | 加仓 |
| XEL | XCEL ENERGY INC | $51.61万 | 0.02% | 6,397 | -8,095 | -55.9% | -$65.31万 | 减仓 |
| EMB | ISHARES TR | $51.92万 | 0.02% | 5,384 | -285 | -5.0% | -$2.75万 | 减仓 |
| PCAR | PACCAR INC | $52.12万 | 0.02% | 4,339 | -26,664 | -86.0% | -$320.29万 | 减仓 |
| HSY | HERSHEY CO | $52.76万 | 0.02% | 3,007 | -281 | -8.5% | -$4.93万 | 减仓 |
| PWR | QUANTA SVCS INC | $53.21万 | 0.02% | 739 | -396 | -34.9% | -$28.51万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $53.26万 | 0.02% | 1,693 | -50 | -2.9% | -$1.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $53.51万 | 0.02% | 6,474 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $53.51万 | 0.02% | 4,943 | 1,558 | 46.0% | $16.87万 | 加仓 |
| MS | MORGAN STANLEY | $54.71万 | 0.02% | 2,617 | -101 | -3.7% | -$2.11万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $54.78万 | 0.02% | 4,328 | 2,652 | 158.2% | $33.57万 | 加仓 |
| IVE | ISHARES TR | $54.86万 | 0.02% | 2,416 | 191 | 8.6% | $4.34万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $54.89万 | 0.02% | 53,707 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $55.15万 | 0.02% | 3,357 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $55.19万 | 0.02% | 4,380 | -1,584 | -26.6% | -$19.96万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $59.36万 | 0.02% | 10,456 | -57 | -0.5% | -$3,236 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $60.94万 | 0.02% | 11,368 | 2,187 | 23.8% | $11.72万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $61.13万 | 0.02% | 633 | 7 | 1.1% | $6,760 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $61.32万 | 0.02% | 1,204 | -22 | -1.8% | -$1.12万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $62.33万 | 0.02% | 13,748 | -179 | -1.3% | -$8,116 | 减仓 |
| SJNK | SPDR SERIES TRUST | $62.58万 | 0.02% | 25,000 | -19,500 | -43.8% | -$48.81万 | 减仓 |
| KR | KROGER CO | $64.90万 | 0.02% | 11,688 | -1,077 | -8.4% | -$5.98万 | 减仓 |
| QCOM | QUALCOMM INC | $65.08万 | 0.02% | 3,522 | 293 | 9.1% | $5.41万 | 加仓 |
| DT | DYNATRACE INC | $65.82万 | 0.02% | 14,990 | 4,328 | 40.6% | $19.00万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $66.39万 | 0.02% | 1,594 | -44 | -2.7% | -$1.83万 | 减仓 |
| APA | APA CORPORATION | $67.18万 | 0.02% | 20,625 | 561 | 2.8% | $1.83万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $68.65万 | 0.02% | 8,998 | 5,171 | 135.1% | $39.45万 | 加仓 |
| MUSA | MURPHY USA INC | $69.03万 | 0.02% | 1,281 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $70.39万 | 0.02% | 8,736 | -512 | -5.5% | -$4.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $71.91万 | 0.02% | 12,621 | -1,592 | -11.2% | -$9.07万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $72.86万 | 0.02% | 8,523 | -58 | -0.7% | -$4,958 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $74.62万 | 0.02% | 1,487 | -232 | -13.5% | -$11.64万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $75.36万 | 0.02% | 2,008 | -3,207 | -61.5% | -$120.37万 | 减仓 |
| IDXX | IDEXX LABS INC | $75.65万 | 0.02% | 1,437 | -234 | -14.0% | -$12.32万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $76.17万 | 0.03% | 7,086 | 569 | 8.7% | $6.12万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $76.85万 | 0.03% | 1,323 | -2,583 | -66.1% | -$150.05万 | 减仓 |
| CRM | SALESFORCE INC | $76.87万 | 0.03% | 4,893 | -51 | -1.0% | -$8,012 | 减仓 |
| CMI | CUMMINS INC | $77.24万 | 0.03% | 1,083 | -270 | -20.0% | -$19.26万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $78.31万 | 0.03% | 1,495 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $78.85万 | 0.03% | 820 | -50 | -5.7% | -$4.81万 | 减仓 |
| NDAQ | NASDAQ INC | $79.81万 | 0.03% | 10,126 | -178 | -1.7% | -$1.40万 | 减仓 |
| UNP | UNION PAC CORP | $80.57万 | 0.03% | 2,962 | -15 | -0.5% | -$4,080 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $81.61万 | 0.03% | 8,845 | -3,180 | -26.4% | -$29.34万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $81.63万 | 0.03% | 25,743 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $81.83万 | 0.03% | 7,871 | -216 | -2.7% | -$2.25万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $82.49万 | 0.03% | 7,456 | 1,928 | 34.9% | $21.33万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $83.74万 | 0.03% | 4,500 | -130 | -2.8% | -$2.42万 | 减仓 |
| SYK | STRYKER CORPORATION | $84.23万 | 0.03% | 2,668 | -135 | -4.8% | -$4.26万 | 减仓 |
| ETR | ENTERGY CORP NEW | $84.33万 | 0.03% | 7,342 | -421 | -5.4% | -$4.84万 | 减仓 |
| DE | DEERE & CO | $85.41万 | 0.03% | 1,343 | 10 | 0.8% | $6,360 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $85.49万 | 0.03% | 2,442 | -958 | -28.2% | -$33.54万 | 减仓 |
| VGT | VANGUARD WORLD FD | $86.34万 | 0.03% | 7,224 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $87.27万 | 0.03% | 2,335 | -927 | -28.4% | -$34.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.37万 | 0.03% | 1,826 | -716 | -28.2% | -$34.26万 | 减仓 |
| MTUM | ISHARES TR | $90.78万 | 0.03% | 2,648 | 27 | 1.0% | $9,256 | 加仓 |
| BMI | BADGER METER INC | $93.03万 | 0.03% | 6,270 | -500 | -7.4% | -$7.42万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $94.39万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $95.84万 | 0.03% | 9,308 | -3,746 | -28.7% | -$38.57万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC | $97.40万 | 0.03% | 26,000 | 9,525 | 57.8% | $35.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $99.04万 | 0.03% | 858 | -11 | -1.3% | -$1.27万 | 减仓 |
| GLDM | WORLD GOLD TR | $100.66万 | 0.03% | 12,674 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $102.08万 | 0.03% | 10,381 | 721 | 7.5% | $7.09万 | 加仓 |
| TGT | TARGET CORP | $103.76万 | 0.03% | 7,944 | 193 | 2.5% | $2.52万 | 加仓 |