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
DG DOLLAR GEN CORP $4.04万0.00%351 -50-12.5% -$5,756 减仓
SPDW SPDR INDEX SHS FDS $4.03万0.00%800 00.0% — 不变
VEEV VEEVA SYS INC $4.01万0.00%226 -4-1.7% -$710 减仓
OKE ONEOK INC NEW $3.91万0.00%450 -33-6.8% -$2,869 减仓
GL GLOBE LIFE INC $3.88万0.00%217 -16-6.9% -$2,859 减仓
IUSV ISHARES TR $3.87万0.00%351 273350.0% $3.01万 加仓
RVMD REVOLUTION MEDICINES INC $3.75万0.00%200 200— $3.75万 新建仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $3.74万0.00%142 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $3.72万0.00%699 00.0% — 不变
BRO BROWN & BROWN INC $3.67万0.00%572 -17-2.9% -$1,091 减仓
DTM DT MIDSTREAM INC $3.67万0.00%250 250— $3.67万 新建仓
DIVI FRANKLIN TEMPLETON ETF TR $3.65万0.00%841 00.0% — 不变
FTCS FIRST TR EXCHANGE-TRADED FD $3.59万0.00%382 382— $3.59万 新建仓
GIGB GOLDMAN SACHS ETF TR $3.58万0.00%779 779— $3.58万 新建仓
PRU PRUDENTIAL FINL INC $3.49万0.00%323 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $3.42万0.00%142 142— $3.42万 新建仓
JLL JONES LANG LASALLE INC $3.38万0.00%109 00.0% — 不变
INTU INTUIT $3.34万0.00%128 -250-66.1% -$6.53万 减仓
BN BROOKFIELD CORP $3.28万0.00%770 00.0% — 不变
VBK VANGUARD INDEX FDS $3.25万0.00%89 00.0% — 不变
BUFR FIRST TR EXCHNG TRADED FD VI $3.07万0.00%840 840— $3.07万 新建仓
HBAN HUNTINGTON BANCSHARES INC $3.06万0.00%1,707 -450-20.9% -$8,067 减仓
MCHP MICROCHIP TECHNOLOGY INC. $3.06万0.00%335 -100-23.0% -$9,120 减仓
CLF CLEVELAND-CLIFFS INC NEW $3.00万0.00%3,200 00.0% — 不变
ADSK AUTODESK INC $2.97万0.00%153 -14-8.4% -$2,722 减仓
UL UNILEVER PLC $2.95万0.00%491 -541-52.4% -$3.25万 减仓
PLD PROLOGIS INC. $2.94万0.00%217 00.0% — 不变
DGRW WISDOMTREE TR $2.94万0.00%307 6526.9% $6,216 加仓
CI THE CIGNA GROUP $2.92万0.00%106 -22-17.2% -$6,065 减仓
APP APPLOVIN CORP $2.89万0.00%56 48600.0% $2.47万 加仓
VOT VANGUARD INDEX FDS $2.85万0.00%93 -20-17.7% -$6,126 减仓
NXT NEXTPOWER INC $2.75万0.00%231 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.71万0.00%628 -826-56.8% -$3.57万 减仓
MEDP MEDPACE HLDGS INC $2.70万0.00%51 00.0% — 不变
SPAB SPDR SERIES TRUST $2.68万0.00%1,050 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $2.67万0.00%278 -33-10.6% -$3,172 减仓
HUM HUMANA INC $2.59万0.00%65 -16-19.8% -$6,370 减仓
GGUS GOLDMAN SACHS ETF TR $2.57万0.00%376 376— $2.57万 新建仓
KVUE KENVUE INC $2.56万0.00%1,340 -129-8.8% -$2,465 减仓
GEM GOLDMAN SACHS ETF TR $2.56万0.00%492 492— $2.56万 新建仓
CARR CARRIER GLOBAL CORPORATION $2.54万0.00%346 247.5% $1,760 加仓
NVO NOVO-NORDISK A S $2.52万0.00%525 22575.0% $1.08万 加仓
HMC HONDA MOTOR CO LTD $2.49万0.00%918 00.0% — 不变
IYG ISHARES TR $2.47万0.00%273 00.0% — 不变
GPC GENUINE PARTS CO $2.44万0.00%205 00.0% — 不变
IBB ISHARES TR $2.38万0.00%125 -125-50.0% -$2.38万 减仓
SMH VANECK ETF TRUST $2.36万0.00%36 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $2.34万0.00%415 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF CO $2.32万0.00%200 00.0% — 不变
RJF RAYMOND JAMES FINL INC $2.28万0.00%150 -3-2.0% -$456 减仓
VLTO VERALTO CORP $2.26万0.00%254 00.0% — 不变
GSID GOLDMAN SACHS ETF TR $2.23万0.00%297 297— $2.23万 新建仓
— STRATEGY SHS $2.22万0.00%972 00.0% — 不变
QXO QXO INC $2.20万0.00%1,272 1,272— $2.20万 新建仓
— AUTHID INC $2.17万0.00%20,305 00.0% — 不变
PTMC PACER FDS TR $2.16万0.00%517 00.0% — 不变
QUAL ISHARES TR $2.15万0.00%98 88880.0% $1.93万 加仓
XLP SELECT SECTOR SPDR TR $2.14万0.00%258 41.6% $332 加仓
DOC HEALTHPEAK PROPERTIES INC $2.14万0.00%1,000 1,000— $2.14万 新建仓
ZS ZSCALER INC $2.12万0.00%150 150— $2.12万 新建仓
NNN NNN REIT INC $2.09万0.00%450 00.0% — 不变
— ADVISORS INNER CIRCLE FD III $2.09万0.00%437 00.0% — 不变
DXJ WISDOMTREE TR $2.06万0.00%119 00.0% — 不变
BIIB BIOGEN INC $2.05万0.00%95 -55-36.7% -$1.19万 减仓
CNC CENTENE CORP DEL $2.04万0.00%317 -4,305-93.1% -$27.64万 减仓
VOOG VANGUARD ADMIRAL FDS INC $2.03万0.00%246 00.0% — 不变
TOTL SSGA ACTIVE ETF TR $2.01万0.00%510 00.0% — 不变
FAN FIRST TR EXCHANGE-TRADED FD $2.00万0.00%799 -1,630-67.1% -$4.07万 减仓
— FRANKLIN TEMPLETON ETF TR $1.97万0.00%294 -390-57.0% -$2.61万 减仓
SPYM SPDR SERIES TRUST $1.96万0.00%223 223— $1.96万 新建仓
HUBB HUBBELL INC $1.94万0.00%37 -4-9.8% -$2,093 减仓
NZF NUVEEN MUN CR INCOME FD $1.93万0.00%1,522 1,522— $1.93万 新建仓
WY WEYERHAEUSER CO $1.92万0.00%800 684589.7% $1.64万 加仓
DFUV DIMENSIONAL ETF TRUST $1.89万0.00%343 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1.89万0.00%89 -6-6.3% -$1,272 减仓
D DOMINION ENERGY INC $1.88万0.00%275 -19-6.5% -$1,298 减仓
INGR INGREDION INC $1.85万0.00%195 00.0% — 不变
CACC CREDIT ACCEP CORP MICH $1.85万0.00%29 00.0% — 不变
IR INGERSOLL RAND INC $1.84万0.00%225 -37-14.1% -$3,034 减仓
NOBL PROSHARES TR $1.84万0.00%328 00.0% — 不变
VMC VULCAN MATLS CO $1.83万0.00%62 -857-93.3% -$25.28万 减仓
DYNF BLACKROCK ETF TRUST $1.78万0.00%262 190263.9% $1.29万 加仓
AKAM AKAMAI TECHNOLOGIES INC $1.77万0.00%150 00.0% — 不变
FREL FIDELITY COVINGTON TRUST $1.76万0.00%600 00.0% — 不变
SE SEA LTD $1.73万0.00%181 181— $1.73万 新建仓
ROKU ROKU INC $1.73万0.00%125 125— $1.73万 新建仓
TSN TYSON FOODS INC $1.72万0.00%300 -52-14.8% -$2,977 减仓
ARES ARES MANAGEMENT CORPORATION $1.71万0.00%154 96.2% $1,002 加仓
YUM YUM BRANDS INC $1.69万0.00%106 -8-7.0% -$1,279 减仓
SPTL SPDR SERIES TRUST $1.69万0.00%644 386149.6% $1.01万 加仓
FICO FAIR ISAAC CORP $1.67万0.00%14 -2-12.5% -$2,390 减仓
NTRA NATERA INC $1.66万0.00%61 61— $1.66万 新建仓
DOV DOVER CORP $1.64万0.00%73 2140.4% $4,710 加仓
CBL CBL & ASSOC PPTYS INC $1.64万0.00%308 308— $1.64万 新建仓
AVLV AMERICAN CENTY ETF TR $1.62万0.00%178 153612.0% $1.40万 重新持有
FTV FORTIVE CORP $1.60万0.00%262 00.0% — 不变
XLC SELECT SECTOR SPDR TR $1.59万0.00%148 00.0% — 不变
MKL MARKEL GROUP INC $1.56万0.00%8 00.0% — 不变
HDV ISHARES TR $1.53万0.00%560 00.0% — 不变
GTIP GOLDMAN SACHS ETF TR $1.51万0.00%309 309— $1.51万 新建仓