Willis Johnson & Associates, Inc.
Houston TX · SEC CIK 0001853239
$17.95亿2026Q2 申报市值
102持仓数
72.7%前十大占比 · 第一大 21.2%
2 / 97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
SPYV 加仓+$1,126.37万
BBCA 加仓+$921.17万
SCHO 加仓+$369.18万
SPYG 加仓+$318.26万
IEI 加仓+$294.99万
2026Q2 卖出最多 按季末市值估算
SHEL 减仓-$1,058.28万
BP 减仓-$1,047.33万
EXXON MOBIL CORP 减仓-$862.53万
AAPL 减仓-$632.92万
FRDM 减仓-$524.54万
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 |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$217.86万 | 清仓 |
| BKV | BKV CORP | $0 | 0.00% | 0 | -72,015 | -100.0% | -$205.39万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -12,184 | -100.0% | -$117.15万 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -5,616 | -100.0% | -$117.07万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -3,866 | -100.0% | -$107.95万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -11,333 | -100.0% | -$102.60万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,612 | -100.0% | -$96.72万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -2,844 | -100.0% | -$96.12万 | 清仓 |
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -11,000 | -100.0% | -$87.52万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,153 | -100.0% | -$82.57万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,442 | -100.0% | -$82.50万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -6,714 | -100.0% | -$79.64万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -5,375 | -100.0% | -$79.61万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -3,904 | -100.0% | -$74.88万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -9,121 | -100.0% | -$64.01万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,395 | -100.0% | -$60.02万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -29,961 | -100.0% | -$59.26万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -2,077 | -100.0% | -$58.94万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -7,491 | -100.0% | -$58.74万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -5,781 | -100.0% | -$57.39万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,259 | -100.0% | -$55.80万 | 清仓 |
| OIH | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,364 | -100.0% | -$55.13万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -2,144 | -100.0% | -$51.97万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -2,099 | -100.0% | -$51.30万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -8,401 | -100.0% | -$49.59万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -8,000 | -100.0% | -$49.01万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -8,871 | -100.0% | -$46.07万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -451 | -100.0% | -$44.94万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -12,382 | -100.0% | -$44.45万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -1,420 | -100.0% | -$44.14万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -5,313 | -100.0% | -$43.87万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -14,215 | -100.0% | -$43.10万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,260 | -100.0% | -$43.03万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -325 | -100.0% | -$42.98万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -1,974 | -100.0% | -$42.92万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -8,647 | -100.0% | -$39.47万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -4,045 | -100.0% | -$39.04万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,287 | -100.0% | -$38.90万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -5,340 | -100.0% | -$38.33万 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -7,015 | -100.0% | -$37.32万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -4,730 | -100.0% | -$36.47万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$34.88万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -5,985 | -100.0% | -$34.82万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,544 | -100.0% | -$34.78万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,598 | -100.0% | -$34.71万 | 清仓 |
| DAL | DELTA AIR LINES INC 看跌期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$33.24万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -588 | -100.0% | -$32.30万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,664 | -100.0% | -$31.98万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -939 | -100.0% | -$30.89万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,527 | -100.0% | -$30.40万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,428 | -100.0% | -$30.23万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -997 | -100.0% | -$30.12万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -12,925 | -100.0% | -$29.62万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,531 | -100.0% | -$29.53万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -3,805 | -100.0% | -$29.52万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,973 | -100.0% | -$28.53万 | 清仓 |
| — | SPROTT ETF TRUST | $0 | 0.00% | 0 | -3,218 | -100.0% | -$27.70万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,140 | -100.0% | -$27.68万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -1,146 | -100.0% | -$27.50万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,845 | -100.0% | -$27.14万 | 清仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,155 | -100.0% | -$27.07万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -1,840 | -100.0% | -$27.03万 | 清仓 |
| VTES | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -2,658 | -100.0% | -$26.88万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,504 | -100.0% | -$26.67万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,736 | -100.0% | -$26.32万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -6,832 | -100.0% | -$25.85万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -5,310 | -100.0% | -$25.51万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,973 | -100.0% | -$24.96万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,761 | -100.0% | -$24.85万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,239 | -100.0% | -$24.63万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -1,870 | -100.0% | -$24.50万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -5,192 | -100.0% | -$23.98万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -1,208 | -100.0% | -$23.68万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -655 | -100.0% | -$23.34万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,269 | -100.0% | -$23.07万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -941 | -100.0% | -$22.42万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,228 | -100.0% | -$22.37万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,159 | -100.0% | -$22.24万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$22.14万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,623 | -100.0% | -$21.85万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,541 | -100.0% | -$21.02万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -1,528 | -100.0% | -$20.78万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,353 | -100.0% | -$20.66万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -409 | -100.0% | -$20.44万 | 清仓 |
| SLV | ISHARES SILVER TR 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$20.44万 | 清仓 |
| IMTM | ISHARES TR | $0 | 0.00% | 0 | -4,255 | -100.0% | -$20.43万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -858 | -100.0% | -$20.40万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -861 | -100.0% | -$20.35万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,521 | -100.0% | -$20.22万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -238 | -100.0% | -$20.18万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,286 | -100.0% | -$18.18万 | 清仓 |
| — | HONEYWELL INTL INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$18.08万 | 清仓 |
| RIG | TRANSOCEAN LTD 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$13.26万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -430 | -100.0% | -$9.72万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -925 | -100.0% | -$6.30万 | 清仓 |
| RIG | TRANSOCEAN LTD | $0 | 0.00% | 0 | -3,199 | -100.0% | -$2.12万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -104 | -100.0% | -$6,923 | 清仓 |
| IWR | ISHARES TR | $20.16万 | 0.01% | 1,827 | 1,827 | — | $20.16万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.28万 | 0.01% | 190 | -298 | -61.1% | -$31.81万 | 减仓 |
| SLB | SLB LIMITED | $21.98万 | 0.01% | 4,729 | -7,060 | -59.9% | -$32.82万 | 减仓 |