Johnson Financial Group, Inc.
RACINE WI · SEC CIK 0001477024
$27.62亿2026Q1 申报市值
889持仓数
63.6%前十大占比 · 第一大 30.2%
58 / 99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
IUSB 加仓+$2.30亿
IVV 加仓+$2,100.79万
IEFA 加仓+$1,114.28万
XLG 加仓+$293.94万
IWR 加仓+$230.65万
2026Q1 卖出最多 按季末市值估算
IEI 减仓-$5,540.36万
JOUT 减仓-$3,486.30万
GVI 减仓-$437.83万
EFG 减仓-$265.62万
NVDA 减仓-$231.60万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8.35亿 | 30.22% | 1,277,747 | 32,161 | 2.6% | $2,100.79万 | 加仓 |
| IUSB | ISHARES TR | $2.33亿 | 8.45% | 5,053,447 | 4,982,541 | 7,027.0% | $2.30亿 | 加仓 |
| IWF | ISHARES TR | $1.76亿 | 6.37% | 412,850 | 2,928 | 0.7% | $124.85万 | 加仓 |
| IEFA | ISHARES TR | $1.75亿 | 6.34% | 1,934,375 | 123,084 | 6.8% | $1,114.28万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1.13亿 | 4.09% | 2,071,676 | 53,884 | 2.7% | $293.94万 | 加仓 |
| AAPL | APPLE INC | $5,394.94万 | 1.95% | 212,575 | 370 | 0.2% | $9.39万 | 加仓 |
| ACWX | ISHARES TR | $4,757.32万 | 1.72% | 694,804 | -24,182 | -3.4% | -$165.57万 | 减仓 |
| JOUT | JOHNSON OUTDOORS INC | $4,421.31万 | 1.60% | 950,615 | -749,580 | -44.1% | -$3,486.30万 | 减仓 |
| IXUS | ISHARES TR | $4,071.69万 | 1.47% | 469,956 | -15,573 | -3.2% | -$134.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,719.87万 | 1.35% | 57,041 | -1,704 | -2.9% | -$111.12万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,685.02万 | 1.33% | 99,549 | 2,035 | 2.1% | $75.33万 | 加仓 |
| IEMG | ISHARES INC | $3,126.71万 | 1.13% | 448,274 | -32,655 | -6.8% | -$227.77万 | 减仓 |
| IJH | ISHARES TR | $2,988.78万 | 1.08% | 442,585 | 10,863 | 2.5% | $73.36万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,716.23万 | 0.98% | 576,938 | 44,321 | 8.3% | $208.66万 | 加仓 |
| ISTB | ISHARES TR | $2,709.00万 | 0.98% | 559,017 | 42,751 | 8.3% | $207.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,699.92万 | 0.98% | 154,803 | -13,279 | -7.9% | -$231.60万 | 减仓 |
| GOOG | ALPHABET INC | $2,626.00万 | 0.95% | 91,543 | -3,176 | -3.4% | -$91.11万 | 减仓 |
| MBB | ISHARES TR | $2,168.37万 | 0.79% | 228,370 | -5,567 | -2.4% | -$52.86万 | 减仓 |
| IWB | ISHARES TR | $1,934.87万 | 0.70% | 54,265 | 471 | 0.9% | $16.79万 | 加仓 |
| — | EXXON MOBIL CORP | $1,865.51万 | 0.68% | 109,956 | -3,074 | -2.7% | -$52.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,755.92万 | 0.64% | 54,734 | -1,480 | -2.6% | -$47.48万 | 减仓 |
| IEI | ISHARES TR | $1,508.54万 | 0.55% | 127,196 | -467,148 | -78.6% | -$5,540.36万 | 减仓 |
| DSI | ISHARES TR | $1,378.23万 | 0.50% | 113,725 | 18,313 | 19.2% | $221.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,364.24万 | 0.49% | 55,811 | -3,629 | -6.1% | -$88.71万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,363.04万 | 0.49% | 28,444 | -3,360 | -10.6% | -$161.01万 | 减仓 |
| META | META PLATFORMS INC | $1,295.36万 | 0.47% | 22,641 | 469 | 2.1% | $26.83万 | 加仓 |
| IWD | ISHARES TR | $1,254.26万 | 0.45% | 58,701 | -5,594 | -8.7% | -$119.53万 | 减仓 |
| AMZN | AMAZON COM INC | $1,232.29万 | 0.45% | 59,168 | -2,465 | -4.0% | -$51.34万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,086.63万 | 0.39% | 162,073 | 524 | 0.3% | $3.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,058.82万 | 0.38% | 49,497 | -6,953 | -12.3% | -$148.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,045.15万 | 0.38% | 35,530 | -1,045 | -2.9% | -$30.74万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,042.28万 | 0.38% | 70,377 | -1,125 | -1.6% | -$16.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,039.51万 | 0.38% | 117,194 | -2,715 | -2.3% | -$24.08万 | 减仓 |
| AVGO | BROADCOM INC | $1,038.34万 | 0.38% | 33,548 | 2,026 | 6.4% | $62.71万 | 加仓 |
| V | VISA INC | $1,013.23万 | 0.37% | 33,524 | 1,703 | 5.4% | $51.47万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $974.51万 | 0.35% | 67,468 | 2,642 | 4.1% | $38.16万 | 加仓 |
| GOOGL | ALPHABET INC | $936.09万 | 0.34% | 32,553 | 341 | 1.1% | $9.81万 | 加仓 |
| CAT | CATERPILLAR INC | $923.27万 | 0.33% | 13,032 | -954 | -6.8% | -$67.59万 | 减仓 |
| SNA | SNAP ON INC | $917.49万 | 0.33% | 25,260 | -5 | -0.0% | -$1,816 | 减仓 |
| EFV | ISHARES TR | $915.36万 | 0.33% | 123,115 | -7,242 | -5.6% | -$53.84万 | 减仓 |
| MCO | MOODYS CORP | $875.99万 | 0.32% | 20,080 | 2,667 | 15.3% | $116.35万 | 加仓 |
| CSCO | CISCO SYS INC | $867.02万 | 0.31% | 111,744 | -3,419 | -3.0% | -$26.53万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $826.26万 | 0.30% | 163,260 | 10,708 | 7.0% | $54.19万 | 加仓 |
| ABBV | ABBVIE INC | $818.89万 | 0.30% | 37,652 | 471 | 1.3% | $10.24万 | 加仓 |
| IWR | ISHARES TR | $771.34万 | 0.28% | 79,331 | 23,722 | 42.7% | $230.65万 | 加仓 |
| APH | AMPHENOL CORP | $725.77万 | 0.26% | 57,330 | 7,813 | 15.8% | $98.91万 | 加仓 |
| LLY | ELI LILLY & CO | $715.77万 | 0.26% | 7,782 | 364 | 4.9% | $33.48万 | 加仓 |
| IJR | ISHARES TR | $703.44万 | 0.25% | 56,587 | 4,035 | 7.7% | $50.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $676.07万 | 0.24% | 11,186 | -2,208 | -16.5% | -$133.45万 | 减仓 |
| PGR | PROGRESSIVE CORP | $675.19万 | 0.24% | 34,059 | 4,833 | 16.5% | $95.81万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $649.68万 | 0.24% | 569,764 | 171,374 | 43.0% | $195.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $623.54万 | 0.23% | 124,212 | -9,001 | -6.8% | -$45.19万 | 减仓 |
| IGF | ISHARES TR | $617.44万 | 0.22% | 92,155 | -2,493 | -2.6% | -$16.70万 | 减仓 |
| GVI | ISHARES TR | $592.27万 | 0.21% | 55,518 | -41,041 | -42.5% | -$437.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $587.09万 | 0.21% | 57,182 | 893 | 1.6% | $9.17万 | 加仓 |
| WMT | WALMART INC | $582.15万 | 0.21% | 46,753 | -957 | -2.0% | -$11.92万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $574.18万 | 0.21% | 40,088 | -53 | -0.1% | -$7,591 | 减仓 |
| EXC | EXELON CORP | $571.64万 | 0.21% | 116,614 | 5,604 | 5.0% | $27.47万 | 加仓 |
| AGG | ISHARES TR | $538.72万 | 0.20% | 54,268 | -12,755 | -19.0% | -$126.62万 | 减仓 |
| EFA | ISHARES TR | $527.42万 | 0.19% | 54,300 | -6,436 | -10.6% | -$62.51万 | 减仓 |
| GM | GENERAL MTRS CO | $524.26万 | 0.19% | 70,370 | -4,081 | -5.5% | -$30.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $515.41万 | 0.19% | 24,911 | 289 | 1.2% | $5.98万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $513.77万 | 0.19% | 27,880 | -2,888 | -9.4% | -$53.22万 | 减仓 |
| GRMN | GARMIN LTD | $507.24万 | 0.18% | 21,863 | 641 | 3.0% | $14.87万 | 加仓 |
| MCD | MCDONALDS CORP | $503.85万 | 0.18% | 16,212 | 333 | 2.1% | $10.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $502.32万 | 0.18% | 92,936 | -3,001 | -3.1% | -$16.22万 | 减仓 |
| DHI | D R HORTON INC | $495.76万 | 0.18% | 36,129 | 1,509 | 4.4% | $20.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $495.70万 | 0.18% | 14,503 | -1,235 | -7.8% | -$42.21万 | 减仓 |
| IWP | ISHARES TR | $477.86万 | 0.17% | 37,298 | -9,148 | -19.7% | -$117.20万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $463.45万 | 0.17% | 15,831 | 1,104 | 7.5% | $32.32万 | 加仓 |
| HD | HOME DEPOT INC | $458.24万 | 0.17% | 13,933 | -143 | -1.0% | -$4.70万 | 减仓 |
| MUB | ISHARES TR | $436.34万 | 0.16% | 41,106 | -4,013 | -8.9% | -$42.60万 | 减仓 |
| LIN | LINDE PLC | $428.73万 | 0.16% | 8,648 | 644 | 8.0% | $31.93万 | 加仓 |
| EOG | EOG RES INC | $421.35万 | 0.15% | 29,145 | 3,607 | 14.1% | $52.15万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $415.05万 | 0.15% | 22,751 | 1,586 | 7.5% | $28.93万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $411.73万 | 0.15% | 20,764 | 485 | 2.4% | $9.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $410.22万 | 0.15% | 15,662 | -958 | -5.8% | -$25.09万 | 减仓 |
| FTNT | FORTINET INC | $409.56万 | 0.15% | 50,118 | 525 | 1.1% | $4.29万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $406.67万 | 0.15% | 15,029 | 329 | 2.2% | $8.90万 | 加仓 |
| ALL | ALLSTATE CORP | $377.40万 | 0.14% | 18,111 | 5,862 | 47.9% | $122.15万 | 加仓 |
| NFLX | NETFLIX INC. | $373.65万 | 0.14% | 38,861 | 5,934 | 18.0% | $57.06万 | 加仓 |
| USB | US BANCORP | $368.49万 | 0.13% | 70,169 | -1,592 | -2.2% | -$8.36万 | 减仓 |
| NUDM | NUSHARES ETF TR | $363.87万 | 0.13% | 100,766 | 12,201 | 13.8% | $44.06万 | 加仓 |
| PEP | PEPSICO INC | $361.61万 | 0.13% | 23,286 | -450 | -1.9% | -$6.99万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $358.81万 | 0.13% | 30,993 | -785 | -2.5% | -$9.09万 | 减仓 |
| PCAR | PACCAR INC | $358.08万 | 0.13% | 31,003 | -5,395 | -14.8% | -$62.31万 | 减仓 |
| ADBE | ADOBE INC | $347.17万 | 0.13% | 14,282 | 1,175 | 9.0% | $28.56万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $343.47万 | 0.12% | 15,971 | -233 | -1.4% | -$5.01万 | 减仓 |
| CB | CHUBB LTD SWITZ | $337.50万 | 0.12% | 10,325 | -135 | -1.3% | -$4.41万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $330.42万 | 0.12% | 3,316 | 54 | 1.7% | $5.38万 | 加仓 |
| KLAC | KLA CORP | $328.20万 | 0.12% | 2,229 | 1,074 | 93.0% | $158.14万 | 加仓 |
| EFG | ISHARES TR | $325.33万 | 0.12% | 29,212 | -23,850 | -44.9% | -$265.62万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $325.19万 | 0.12% | 35,228 | 306 | 0.9% | $2.82万 | 加仓 |
| PFE | PFIZER INC | $322.77万 | 0.12% | 114,948 | -23,366 | -16.9% | -$65.61万 | 减仓 |
| WFC | WELLS FARGO & CO | $318.66万 | 0.12% | 40,027 | -1,268 | -3.1% | -$10.09万 | 减仓 |
| NEM | NEWMONT CORP | $316.79万 | 0.11% | 29,265 | -1,128 | -3.7% | -$12.21万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $305.56万 | 0.11% | 15,574 | -196 | -1.2% | -$3.85万 | 减仓 |
| USMV | ISHARES TR | $304.26万 | 0.11% | 32,808 | -800 | -2.4% | -$7.42万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $303.94万 | 0.11% | 4,916 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $302.79万 | 0.11% | 23,100 | 3,029 | 15.1% | $39.70万 | 加仓 |