ROSS\JOHNSON & Associates LLC
PLYMOUTH MN · SEC CIK 0002056532
$554.76万2026Q1 申报市值
216持仓数
79.2%前十大占比 · 第一大 54.3%
2 / 112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
GGG 加仓+$32.37万
TTMI 新建仓+$4.96万
VICR 加仓+$4.43万
FSSL 新建仓+$5,492
VT 加仓+$1,515
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$5.53万
AVGO 减仓-$2.04万
AMZN 减仓-$1.83万
QQQM 减仓-$1.19万
IVV 减仓-$1.05万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RCL | ROYAL CARIBBEAN | $0 | 0.00% | 0 | -3 | -100.0% | -$837 | 清仓 |
| JKHY | Jack Henry & Associates Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$730 | 清仓 |
| FORM | FormFactor Inc | $0 | 0.00% | 0 | -13 | -100.0% | -$725 | 清仓 |
| CTSH | COGNIZANT TECHNOLO | $0 | 0.00% | 0 | -8 | -100.0% | -$664 | 清仓 |
| INTU | Intuit Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$662 | 清仓 |
| GEV | GE Vernova Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$654 | 清仓 |
| ONB | Old National Bancorp/IN | $0 | 0.00% | 0 | -29 | -100.0% | -$647 | 清仓 |
| GPOR | Gulfport Energy Corp | $0 | 0.00% | 0 | -3 | -100.0% | -$624 | 清仓 |
| — | ELECTRONIC ARTS | $0 | 0.00% | 0 | -3 | -100.0% | -$613 | 清仓 |
| TRNO | Terreno Realty Corp | $0 | 0.00% | 0 | -10 | -100.0% | -$587 | 清仓 |
| TRV | TRAVELERS CO INC | $0 | 0.00% | 0 | -2 | -100.0% | -$580 | 清仓 |
| TMO | Thermo Fisher Scientific Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$579 | 清仓 |
| FFBC | First Financial Bancorp | $0 | 0.00% | 0 | -23 | -100.0% | -$575 | 清仓 |
| VMC | Vulcan Materials Co | $0 | 0.00% | 0 | -2 | -100.0% | -$570 | 清仓 |
| NBIX | Neurocrine Biosciences Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$567 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$534 | 清仓 |
| AJG | Arthur J Gallagher & Co | $0 | 0.00% | 0 | -2 | -100.0% | -$518 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PBH | Prestige Consumer Healthcare I | $0 | 0.00% | 0 | -8 | -100.0% | -$494 | 清仓 |
| LMT | Lockheed Martin Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$484 | 清仓 |
| MDLZ | Mondelez International Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FUL | HB Fuller Co | $0 | 0.00% | 0 | -8 | -100.0% | -$476 | 清仓 |
| HPQ | HP Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWR | Quanta Services Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$422 | 清仓 |
| RPM | RPM INTERNATIONAL | $0 | 0.00% | 0 | -4 | -100.0% | -$416 | 清仓 |
| CFG | Citizens Financial Group Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNG | CHENIERE ENERGY IN | $0 | 0.00% | 0 | -2 | -100.0% | -$389 | 清仓 |
| AFRM | Affirm Holdings Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LITE | Lumentum Holdings Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$369 | 清仓 |
| D | DOMINION RES(VIR) | $0 | 0.00% | 0 | -6 | -100.0% | -$352 | 清仓 |
| ADBE | Adobe Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$350 | 清仓 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | -2 | -100.0% | -$349 | 清仓 |
| LRCX | Lam Research Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCHP | Microchip Technology Inc | $0 | 0.00% | 0 | -5 | -100.0% | -$319 | 清仓 |
| CARR | CARRIER GLOBAL CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$317 | 清仓 |
| CB | CHUBB LIMITED COM | $0 | 0.00% | 0 | -1 | -100.0% | -$312 | 清仓 |
| NEM | Newmont Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TWLO | Twilio Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$284 | 清仓 |
| — | DuPont de Nemours Inc | $0 | 0.00% | 0 | -7 | -100.0% | -$281 | 清仓 |
| CI | Cigna Group/The | $0 | 0.00% | 0 | -1 | -100.0% | -$275 | 清仓 |
| HALO | Halozyme Therapeutics Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$269 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$256 | 清仓 |
| IDA | IDACORP Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$253 | 清仓 |
| STWD | Starwood Property Trust Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NGVC | Natural Grocers by Vitamin Cot | $0 | 0.00% | 0 | -10 | -100.0% | -$251 | 清仓 |
| ITW | ILLINOIS TOOL WKS | $0 | 0.00% | 0 | -1 | -100.0% | -$246 | 清仓 |
| Q | Qnity Electronics Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$245 | 清仓 |
| TMDX | TransMedics Group Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$243 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$241 | 清仓 |
| EIX | EDISON INTERNATIONAL | $0 | 0.00% | 0 | -4 | -100.0% | -$240 | 清仓 |
| WMB | Williams Cos Inc/The | $0 | 0.00% | 0 | -4 | -100.0% | -$240 | 清仓 |
| — | Hillenbrand Inc | $0 | 0.00% | 0 | -7 | -100.0% | -$222 | 清仓 |
| PCOR | Procore Technologies Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$218 | 清仓 |
| AMD | ADVANCED MICRO DEV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EQT | EQT Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG Resources Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$210 | 清仓 |
| AME | AMETEK Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKS | Dick's Sporting Goods Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDX | BECTON DICKINSON | $0 | 0.00% | 0 | -1 | -100.0% | -$194 | 清仓 |
| FHN | First Horizon Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WELL | WELLTOWER INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$186 | 清仓 |
| IMAX | IMAX Corp | $0 | 0.00% | 0 | -5 | -100.0% | -$185 | 清仓 |
| COHR | Coherent Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$185 | 清仓 |
| SLG | SL Green Realty Corp | $0 | 0.00% | 0 | -4 | -100.0% | -$183 | 清仓 |
| SRE | SEMPRA ENERGY | $0 | 0.00% | 0 | -2 | -100.0% | -$177 | 清仓 |
| ATEN | A10 Networks Inc | $0 | 0.00% | 0 | -10 | -100.0% | -$177 | 清仓 |
| SO | Southern Co/The | $0 | 0.00% | 0 | -2 | -100.0% | -$174 | 清仓 |
| MRVL | Marvell Technology Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$170 | 清仓 |
| NU | NU Holdings Ltd/Cayman Islands | $0 | 0.00% | 0 | -10 | -100.0% | -$167 | 清仓 |
| ALAB | Astera Labs Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GT | Goodyear Tire & Rubber Co/The | $0 | 0.00% | 0 | -19 | -100.0% | -$166 | 清仓 |
| GEHC | GE HealthCare Technologies Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$164 | 清仓 |
| MPC | Marathon Petroleum Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLO | Valero Energy Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | Atlassian Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$162 | 清仓 |
| FAST | Fastenal Co | $0 | 0.00% | 0 | -4 | -100.0% | -$161 | 清仓 |
| CBRE | CBRE Group Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MKSI | MKS Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$160 | 清仓 |
| MSTR | Strategy Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$152 | 清仓 |
| FANG | Diamondback Energy Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$150 | 清仓 |
| WEX | WEX Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$149 | 清仓 |
| SCCO | Americas Mining Corp/United St | $0 | 0.00% | 0 | -1 | -100.0% | -$143 | 清仓 |
| STZ | Constellation Brands Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$138 | 清仓 |
| BKR | BAKER HUGHES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$137 | 清仓 |
| BXP | BXP Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$135 | 清仓 |
| CYTK | Cytokinetics Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$127 | 清仓 |
| KKR | KKR & Co Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$127 | 清仓 |
| JCI | Johnson Controls International | $0 | 0.00% | 0 | -1 | -100.0% | -$120 | 清仓 |
| AIV | Apartment Investment and Manag | $0 | 0.00% | 0 | -20 | -100.0% | -$119 | 清仓 |
| DUK | DUKE ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Kennedy-Wilson Holdings Inc | $0 | 0.00% | 0 | -12 | -100.0% | -$116 | 清仓 |
| — | Warner Bros Discovery Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$115 | 清仓 |
| NIQ | NIQ Global Intelligence Plc | $0 | 0.00% | 0 | -7 | -100.0% | -$115 | 清仓 |
| HP | Helmerich & Payne Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$115 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APG | API Group Corp | $0 | 0.00% | 0 | -3 | -100.0% | -$115 | 清仓 |
| RUSHB | Rush Enterprises Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$113 | 清仓 |
| UAL | United Airlines Holdings Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LION | Starz Entertainment Corp | $0 | 0.00% | 0 | -12 | -100.0% | -$110 | 清仓 |