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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $23.79万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $23.60万 | 0.01% | 2,410 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $23.49万 | 0.01% | 7,076 | -1,007 | -12.5% | -$3.34万 | 减仓 |
| HPQ | HP INC | $22.95万 | 0.01% | 11,762 | -1,060 | -8.3% | -$2.07万 | 减仓 |
| MFC | MANULIFE FINL CORP | $22.39万 | 0.01% | 6,500 | -1,500 | -18.8% | -$5.17万 | 减仓 |
| JNK | SPDR SERIES TRUST | $22.02万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $21.95万 | 0.01% | 1,676 | -92 | -5.2% | -$1.20万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $21.51万 | 0.01% | 6,026 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $21.28万 | 0.01% | 2,035 | -680 | -25.0% | -$7.11万 | 减仓 |
| CSX | CSX CORP | $21.25万 | 0.01% | 5,177 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $21.14万 | 0.01% | 591 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $20.73万 | 0.01% | 7,200 | 7,200 | — | $20.73万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $20.57万 | 0.01% | 4,540 | 500 | 12.4% | $2.27万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $20.39万 | 0.01% | 9,415 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.33万 | 0.01% | 2,669 | -390 | -12.7% | -$2.97万 | 减仓 |
| COR | CENCORA INC | $20.20万 | 0.01% | 643 | -100 | -13.5% | -$3.14万 | 减仓 |
| MUR | MURPHY OIL CORP | $20.20万 | 0.01% | 4,896 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $20.03万 | 0.01% | 2,078 | -662 | -24.2% | -$6.38万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $19.81万 | 0.01% | 4,326 | 3,200 | 284.2% | $14.66万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $19.78万 | 0.01% | 1,223 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $19.54万 | 0.01% | 1,451 | 1,445 | 24,083.3% | $19.46万 | 重新持有 |
| VPL | VANGUARD INTL EQUITY INDEX F | $19.50万 | 0.01% | 1,995 | 220 | 12.4% | $2.15万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $19.49万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $19.43万 | 0.01% | 217 | -353 | -61.9% | -$31.60万 | 减仓 |
| COHR | COHERENT CORP | $19.37万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $18.74万 | 0.01% | 2,847 | -338 | -10.6% | -$2.23万 | 减仓 |
| SF | STIFEL FINL CORP | $18.70万 | 0.01% | 2,530 | -0 | -0.0% | -$37 | 减仓 |
| USFR | WISDOMTREE TR | $18.61万 | 0.01% | 3,697 | 117 | 3.3% | $5,890 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $18.35万 | 0.01% | 956 | 104 | 12.2% | $2.00万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $18.08万 | 0.01% | 156 | -32 | -17.0% | -$3.71万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $17.92万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $17.65万 | 0.01% | 1,031 | -334 | -24.5% | -$5.72万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $17.64万 | 0.01% | 5,440 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $17.56万 | 0.01% | 1,480 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $17.53万 | 0.01% | 7,084 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $17.22万 | 0.01% | 2,930 | -499 | -14.6% | -$2.93万 | 减仓 |
| PFF | ISHARES TR | $16.84万 | 0.01% | 5,555 | -800 | -12.6% | -$2.43万 | 减仓 |
| EXEL | EXELIXIS INC | $16.55万 | 0.01% | 3,858 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $16.52万 | 0.01% | 3,475 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $16.42万 | 0.01% | 825 | -529 | -39.1% | -$10.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $16.36万 | 0.01% | 675 | -442 | -39.6% | -$10.71万 | 减仓 |
| INTU | INTUIT | $16.34万 | 0.01% | 378 | -257 | -40.5% | -$11.11万 | 减仓 |
| ESGD | ISHARES TR | $16.28万 | 0.01% | 1,703 | -164 | -8.8% | -$1.57万 | 减仓 |
| LKQ | LKQ CORP | $16.17万 | 0.01% | 5,506 | -2,007 | -26.7% | -$5.89万 | 减仓 |
| TFC | TRUIST FINL CORP | $15.97万 | 0.01% | 3,473 | -226 | -6.1% | -$1.04万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $15.59万 | 0.01% | 7,000 | -137 | -1.9% | -$3,051 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $15.45万 | 0.01% | 590 | -110 | -15.7% | -$2.88万 | 减仓 |
| VOX | VANGUARD WORLD FD | $15.39万 | 0.01% | 856 | -352 | -29.1% | -$6.33万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $15.29万 | 0.01% | 2,336 | -1,238 | -34.6% | -$8.10万 | 减仓 |
| CNC | CENTENE CORP DEL | $15.13万 | 0.01% | 4,622 | -2,184 | -32.1% | -$7.15万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $15.09万 | 0.01% | 338 | -29 | -7.9% | -$1.29万 | 减仓 |
| EBAY | EBAY INC. | $15.08万 | 0.01% | 1,657 | -2,938 | -63.9% | -$26.74万 | 减仓 |
| STT | STATE STR CORP | $15.07万 | 0.01% | 1,191 | 152 | 14.6% | $1.92万 | 加仓 |
| IGSB | ISHARES TR | $15.04万 | 0.01% | 2,862 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $15.01万 | 0.01% | 435 | -145 | -25.0% | -$5.00万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $14.96万 | 0.01% | 756 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $14.84万 | 0.01% | 9,375 | 9,375 | — | $14.84万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $14.73万 | 0.01% | 4,427 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES TR | $14.71万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $14.47万 | 0.01% | 523 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $14.41万 | 0.01% | 1,799 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $14.13万 | 0.01% | 964 | -94 | -8.9% | -$1.38万 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $14.12万 | 0.01% | 11,459 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $14.00万 | 0.01% | 2,615 | 2,525 | 2,805.6% | $13.52万 | 加仓 |
| HYLB | DBX ETF TR | $13.74万 | 0.00% | 3,800 | -900 | -19.1% | -$3.25万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $13.73万 | 0.00% | 4,434 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $13.70万 | 0.00% | 561 | -158 | -22.0% | -$3.86万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $13.54万 | 0.00% | 160 | -12 | -7.0% | -$1.02万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $13.50万 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $13.08万 | 0.00% | 1,957 | 178 | 10.0% | $1.19万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $12.94万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $12.88万 | 0.00% | 712 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.86万 | 0.00% | 3,346 | 1,436 | 75.2% | $5.52万 | 加仓 |
| VLO | VALERO ENERGY CORP | $12.76万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $12.61万 | 0.00% | 293 | -130 | -30.7% | -$5.59万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $12.58万 | 0.00% | 2,675 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $12.49万 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $12.27万 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $11.81万 | 0.00% | 648 | -200 | -23.6% | -$3.65万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $11.78万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $11.73万 | 0.00% | 594 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $11.68万 | 0.00% | 669 | 18 | 2.8% | $3,143 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $11.67万 | 0.00% | 1,362 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $11.66万 | 0.00% | 1,624 | -200 | -11.0% | -$1.44万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $11.66万 | 0.00% | 1,447 | 1,416 | 4,567.7% | $11.41万 | 加仓 |
| MGEE | MGE ENERGY INC | $11.57万 | 0.00% | 1,497 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $11.32万 | 0.00% | 958 | -303 | -24.0% | -$3.58万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $11.25万 | 0.00% | 603 | -286 | -32.2% | -$5.33万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $11.23万 | 0.00% | 1,873 | -474 | -20.2% | -$2.84万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $11.20万 | 0.00% | 1,429 | 1,429 | — | $11.20万 | 新建仓 |
| WDAY | WORKDAY INC | $11.13万 | 0.00% | 857 | -99 | -10.4% | -$1.29万 | 减仓 |
| — | ELECTRONIC ARTS INC | $11.11万 | 0.00% | 545 | -126 | -18.8% | -$2.57万 | 减仓 |
| ICF | ISHARES TR | $10.76万 | 0.00% | 1,738 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $10.75万 | 0.00% | 794 | -212 | -21.1% | -$2.87万 | 减仓 |
| DAL | DELTA AIR LINES INC | $10.68万 | 0.00% | 1,607 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $10.31万 | 0.00% | 2,713 | 973 | 55.9% | $3.70万 | 加仓 |
| PLXS | PLEXUS CORP | $10.13万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $10.01万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $10.01万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $9.91万 | 0.00% | 574 | -67 | -10.5% | -$1.16万 | 减仓 |