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 |
|---|---|---|---|---|---|---|---|---|
| VSNT | VERSANT MEDIA GROUP INC | $4,569 | 0.00% | 127 | -57 | -31.0% | -$2,051 | 减仓 |
| TXG | 10X GENOMICS INC | $4,563 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $4,558 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $4,499 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY COVINGTON TRUST | $4,394 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $4,225 | 0.00% | 85 | 85 | — | $4,225 | 新建仓 |
| TRP | TC ENERGY CORP | $4,210 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ADTN | ADTRAN HOLDINGS INC | $4,115 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $4,058 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $4,056 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $4,021 | 0.00% | 7 | -18 | -72.0% | -$1.03万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3,979 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,944 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $3,883 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $3,806 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CHEF | CHEFS WHSE INC | $3,748 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $3,719 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $3,695 | 0.00% | 11 | 6 | 120.0% | $2,015 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3,649 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $3,634 | 0.00% | 138 | -5,368 | -97.5% | -$14.14万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $3,612 | 0.00% | 70 | -52 | -42.6% | -$2,683 | 减仓 |
| USIG | ISHARES TR | $3,540 | 0.00% | 69 | 69 | — | $3,540 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3,450 | 0.00% | 44 | 28 | 175.0% | $2,195 | 重新持有 |
| INCY | INCYTE CORP | $3,401 | 0.00% | 30 | -16 | -34.8% | -$1,814 | 减仓 |
| URA | GLOBAL X FDS | $3,365 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,323 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3,309 | 0.00% | 13 | 1 | 8.3% | $255 | 加仓 |
| VRSN | VERISIGN INC | $3,271 | 0.00% | 13 | -322 | -96.1% | -$8.10万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $3,148 | 0.00% | 12 | -102 | -89.5% | -$2.68万 | 减仓 |
| CC | CHEMOURS CO | $3,140 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3,124 | 0.00% | 92 | -231 | -71.5% | -$7,844 | 减仓 |
| LNG | CHENIERE ENERGY INC | $3,108 | 0.00% | 13 | -10 | -43.5% | -$2,391 | 减仓 |
| H | HYATT HOTELS CORP | $3,102 | 0.00% | 16 | -51 | -76.1% | -$9,888 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $3,089 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $3,071 | 0.00% | 12 | -10 | -45.5% | -$2,559 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $3,053 | 0.00% | 17 | -21 | -55.3% | -$3,771 | 减仓 |
| VNT | VONTIER CORPORATION | $3,016 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $2,987 | 0.00% | 33 | -18 | -35.3% | -$1,629 | 减仓 |
| CYTK | CYTOKINETICS INC | $2,982 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $2,953 | 0.00% | 16 | -11 | -40.7% | -$2,030 | 减仓 |
| VTR | VENTAS INC | $2,948 | 0.00% | 33 | -43 | -56.6% | -$3,841 | 减仓 |
| IMVT | IMMUNOVANT INC | $2,890 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $2,889 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $2,854 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $2,836 | 0.00% | 62 | 62 | — | $2,836 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $2,817 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $2,798 | 0.00% | 22 | -50 | -69.4% | -$6,359 | 减仓 |
| NWSA | NEWS CORP NEW | $2,781 | 0.00% | 112 | -66 | -37.1% | -$1,639 | 减仓 |
| SAP | SAP SE | $2,774 | 0.00% | 18 | -1,013 | -98.3% | -$15.61万 | 减仓 |
| ENTA | ENANTA PHARMACEUTICALS INC | $2,742 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| OOMA | OOMA INC | $2,653 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2,625 | 0.00% | 41 | 27 | 192.9% | $1,729 | 加仓 |
| GMED | GLOBUS MED INC | $2,608 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $2,604 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $2,569 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $2,534 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,424 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $2,413 | 0.00% | 35 | 35 | — | $2,413 | 新建仓 |
| FDLO | FIDELITY COVINGTON TRUST | $2,392 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $2,339 | 0.00% | 12 | -19 | -61.3% | -$3,703 | 减仓 |
| ENTG | ENTEGRIS INC | $2,339 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $2,315 | 0.00% | 32 | 32 | — | $2,315 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $2,292 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $2,213 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $2,167 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CORP | $2,096 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $2,084 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $2,066 | 0.00% | 27 | -416 | -93.9% | -$3.18万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2,019 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1,970 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,959 | 0.00% | 16 | -841 | -98.1% | -$10.30万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,931 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1,919 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $1,895 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $1,894 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,874 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $1,811 | 0.00% | 20 | -1,151 | -98.3% | -$10.42万 | 减仓 |
| CMBT | CMB.TECH NV | $1,805 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $1,796 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1,780 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $1,683 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $1,679 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $1,668 | 0.00% | 7 | 7 | — | $1,668 | 新建仓 |
| RGLD | ROYAL GOLD INC | $1,597 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,528 | 0.00% | 20 | -41 | -67.2% | -$3,132 | 减仓 |
| ADNT | ADIENT PLC | $1,453 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $1,402 | 0.00% | 417 | 417 | — | $1,402 | 新建仓 |
| SM | SM ENERGY COMPANY | $1,227 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1,203 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| KRE | SPDR SERIES TRUST | $1,123 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EPP | ISHARES INC | $1,119 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $983 | 0.00% | 189 | 189 | — | $983 | 新建仓 |
| EPAM | EPAM SYS INC | $873 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $750 | 0.00% | 0 | -523 | -100.0% | -$14.47万 | 清仓 |
| AON | AON PLC | $664 | 0.00% | 2 | -213 | -99.1% | -$7.07万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $571 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $559 | 0.00% | 21 | -182 | -89.7% | -$4,845 | 减仓 |
| NOK | NOKIA CORP | $452 | 0.00% | 34 | 34 | — | $452 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $278 | 0.00% | 12 | 12 | — | $278 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $268 | 0.00% | 24 | 24 | — | $268 | 新建仓 |