13F 机构持仓

Johnson Financial Group, Inc.

RACINE WI · SEC CIK 0001477024

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$30.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 31.2%
IEFA 7.9%
IUSB 7.8%
XLG 4.5%
IWF 3.8%
IEMG 2.2%
AAPL 2.0%
ACWX 1.7%
IXUS 1.5%
JOUT 1.4%

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
TMO THERMO FISHER SCIENTIFIC INC $74.62万0.02%1,487 -232-13.5% -$11.64万 减仓
VXUS VANGUARD STAR FDS $72.86万0.02%8,523 -58-0.7% -$4,958 减仓
BAC BANK OF AMER CORP $71.91万0.02%12,621 -1,592-11.2% -$9.07万 减仓
VO VANGUARD INDEX FDS $70.39万0.02%8,736 -512-5.5% -$4.13万 减仓
MUSA MURPHY USA INC $69.03万0.02%1,281 00.0% — 不变
LNT ALLIANT ENERGY CORP $68.65万0.02%8,998 5,171135.1% $39.45万 加仓
APA APA CORPORATION $67.18万0.02%20,625 5612.8% $1.83万 加仓
MSI MOTOROLA SOLUTIONS INC $66.39万0.02%1,594 -44-2.7% -$1.83万 减仓
DT DYNATRACE INC $65.82万0.02%14,990 4,32840.6% $19.00万 加仓
QCOM QUALCOMM INC $65.08万0.02%3,522 2939.1% $5.41万 加仓
KR KROGER CO $64.90万0.02%11,688 -1,077-8.4% -$5.98万 减仓
SJNK SPDR SERIES TRUST $62.58万0.02%25,000 -19,500-43.8% -$48.81万 减仓
XLU SELECT SECTOR SPDR TR $62.33万0.02%13,748 -179-1.3% -$8,116 减仓
NOC NORTHROP GRUMMAN CORP $61.32万0.02%1,204 -22-1.8% -$1.12万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $61.13万0.02%633 71.1% $6,760 加仓
XLF SELECT SECTOR SPDR TR $60.94万0.02%11,368 2,18723.8% $11.72万 加仓
FITB FIFTH THIRD BANCORP $59.36万0.02%10,456 -57-0.5% -$3,236 减仓
J JACOBS SOLUTIONS INC $55.19万0.02%4,380 -1,584-26.6% -$19.96万 减仓
ITOT ISHARES TR $55.15万0.02%3,357 00.0% — 不变
BTZ BLACKROCK CR ALLOCATION $54.89万0.02%53,707 00.0% — 不变
IVE ISHARES TR $54.86万0.02%2,416 1918.6% $4.34万 加仓
DUK DUKE ENERGY CORP NEW $54.78万0.02%4,328 2,652158.2% $33.57万 加仓
MS MORGAN STANLEY $54.71万0.02%2,617 -101-3.7% -$2.11万 减仓
CF CF INDUSTRIES HOLD $53.51万0.02%4,943 1,55846.0% $16.87万 加仓
VCIT VANGUARD SCOTTSDALE FDS $53.51万0.02%6,474 00.0% — 不变
NSC NORFOLK SOUTHN CORP $53.26万0.02%1,693 -50-2.9% -$1.57万 减仓
PWR QUANTA SVCS INC $53.21万0.02%739 -396-34.9% -$28.51万 减仓
HSY HERSHEY CO $52.76万0.02%3,007 -281-8.5% -$4.93万 减仓
PCAR PACCAR INC $52.12万0.02%4,339 -26,664-86.0% -$320.29万 减仓
EMB ISHARES TR $51.92万0.02%5,384 -285-5.0% -$2.75万 减仓
XEL XCEL ENERGY INC $51.61万0.02%6,397 -8,095-55.9% -$65.31万 减仓
IT GARTNER INC $50.67万0.02%3,909 3,87712,115.6% $50.25万 加仓
ISRG INTUITIVE SURGICAL INC $50.47万0.02%1,269 704124.6% $28.00万 加仓
WM WASTE MGMT INC DEL $49.88万0.02%2,238 -1,672-42.8% -$37.27万 减仓
NTAP NETAPP INC $49.82万0.02%3,219 -112-3.4% -$1.73万 减仓
VV VANGUARD INDEX FDS $49.56万0.02%1,441 00.0% — 不变
C CITIGROUP INC $48.58万0.02%3,471 -1,754-33.6% -$24.55万 减仓
XLY SELECT SECTOR SPDR TR $48.39万0.02%4,126 641.6% $7,506 加仓
CRWD CROWDSTRIKE HLDGS INC $47.24万0.02%619 -7-1.1% -$5,342 减仓
OEF ISHARES TR $47.12万0.02%1,288 51366.2% $18.77万 加仓
SPGI S&P GLOBAL INC $45.57万0.01%1,119 -68-5.7% -$2.77万 减仓
FSCC FEDERATED HERMES ETF TRUST $45.54万0.01%12,200 00.0% — 不变
GLW CORNING INC $45.49万0.01%1,781 311.8% $7,918 加仓
MDLZ MONDELEZ INTL INC $43.64万0.01%7,480 -124-1.6% -$7,234 减仓
ETN EATON CORP PLC $43.46万0.01%1,020 -323-24.1% -$13.76万 减仓
NEE NEXTERA ENERGY INC $42.88万0.01%4,885 -199-3.9% -$1.75万 减仓
BIZD VANECK ETF TRUST $41.15万0.01%32,500 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $40.89万0.01%3,505 -176-4.8% -$2.05万 减仓
QDF FLEXSHARES TR $40.46万0.01%4,500 00.0% — 不变
EQT EQT CORP $39.88万0.01%7,500 -70-0.9% -$3,722 减仓
ANET ARISTA NETWORKS INC $38.99万0.01%2,295 1848.7% $3.13万 加仓
RDDT REDDIT INC $38.27万0.01%2,205 75452.0% $13.09万 加仓
FIX COMFORT SYS USA INC $38.25万0.01%193 -50-20.6% -$9.91万 减仓
MTG MGIC INVT CORP WIS $38.23万0.01%13,556 -184-1.3% -$5,189 减仓
MPWR MONOLITHIC PWR SYS INC $37.93万0.01%274 -47-14.6% -$6.51万 减仓
FLEX FLEX LTD $37.86万0.01%2,336 00.0% — 不变
BKNG BOOKING HOLDINGS INC $37.47万0.01%2,102 271.3% $4,812 加仓
TER TERADYNE INC $37.26万0.01%770 -138-15.2% -$6.68万 减仓
ULTA ULTA BEAUTY INC $36.39万0.01%807 557.3% $2.48万 加仓
DKS DICKS SPORTING GOODS INC $35.13万0.01%1,549 503.3% $1.13万 加仓
JMTG J P MORGAN EXCHANGE TRADED F $34.15万0.01%6,739 -7,897-54.0% -$40.02万 减仓
AXP AMERICAN EXPRESS CO $33.72万0.01%997 -75-7.0% -$2.54万 减仓
— WARNER BROS DISCOVERY INC $33.55万0.01%12,586 1881.5% $5,012 加仓
PFF ISHARES TR $33.40万0.01%10,955 5,40097.2% $16.46万 加仓
GLD SPDR GOLD TR $33.38万0.01%906 613209.2% $22.58万 加仓
AFG AMERICAN FINANCIAL GROUP INC $33.35万0.01%2,383 984.3% $1.37万 加仓
DHR DANAHER CORP DEL $33.25万0.01%1,742 -436-20.0% -$8.32万 减仓
GWW WW GRAINGER INC $33.06万0.01%243 00.0% — 不变
SBUX STARBUCKS CORP $32.75万0.01%3,205 -226-6.6% -$2.31万 减仓
F FORD MTR CO $32.53万0.01%23,404 -2,927-11.1% -$4.07万 减仓
COHR COHERENT CORP $32.07万0.01%813 00.0% — 不变
FISV FISERV INC $31.72万0.01%6,467 -2,228-25.6% -$10.93万 减仓
DLN WISDOMTREE TR $31.54万0.01%3,275 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $31.41万0.01%8,079 -1,242-13.3% -$4.83万 减仓
NUE NUCOR CORP $31.15万0.01%1,395 -2,122-60.3% -$47.39万 减仓
NOW SERVICENOW INC $30.25万0.01%3,047 1,01249.7% $10.05万 加仓
FANG DIAMONDBACK ENERGY INC $29.87万0.01%1,699 -5,205-75.4% -$91.49万 减仓
CEG CONSTELLATION ENERGY CORP $29.73万0.01%1,197 32036.5% $7.95万 加仓
SNPS SYNOPSYS INC $29.62万0.01%664 -5-0.7% -$2,230 减仓
HPQ HP INC $29.16万0.01%13,103 1,34111.4% $2.98万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $28.93万0.01%534 -43-7.5% -$2.33万 减仓
CAG CONAGRA BRANDS INC $28.64万0.01%21,276 4,09823.9% $5.52万 加仓
SPSB SPDR SERIES TRUST $28.51万0.01%9,500 00.0% — 不变
BWA BORGWARNER INC $28.49万0.01%4,290 -23,072-84.3% -$153.20万 减仓
FNDX SCHWAB STRATEGIC TR $28.41万0.01%9,135 -150-1.6% -$4,665 减仓
TLT ISHARES TR $27.61万0.01%3,195 -686-17.7% -$5.93万 减仓
SCHX SCHWAB STRATEGIC TR $27.42万0.01%9,318 00.0% — 不变
FAST FASTENAL CO $27.08万0.01%5,638 -479-7.8% -$2.30万 减仓
PNC PNC FINL SVCS GROUP INC $26.91万0.01%1,093 -565-34.1% -$13.91万 减仓
IQLT ISHARES TR $26.83万0.01%5,414 1282.4% $6,342 加仓
WMB WILLIAMS COS INC $26.26万0.01%3,533 -30-0.8% -$2,230 减仓
CTAS CINTAS CORP $26.23万0.01%1,542 00.0% — 不变
DELL DELL TECHNOLOGIES INC $25.84万0.01%599 17541.3% $7.55万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $24.62万0.01%3,033 2,9122,406.6% $23.63万 加仓
BX BLACKSTONE INC $24.32万0.01%2,067 -67-3.1% -$7,884 减仓
— SPDR INDEX SHS FDS $24.29万0.01%7,200 00.0% — 不变
GD GENERAL DYNAMICS CORP $23.63万0.01%667 -95-12.5% -$3.37万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $23.59万0.01%9,415 00.0% — 不变
IP INTERNATIONAL PAPER CO $22.86万0.01%6,000 -26-0.4% -$991 减仓
XLI SELECT SECTOR SPDR TR $22.69万0.01%1,225 20.2% $370 加仓