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 |
|---|---|---|---|---|---|---|---|---|
| NBR | Nabors Industries Ltd | $0 | 0.00% | 0 | -2 | -100.0% | -$109 | 清仓 |
| ROKU | Roku Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$108 | 清仓 |
| CALX | Calix Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$106 | 清仓 |
| RBA | RB Global Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$103 | 清仓 |
| WSBC | WesBanco Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$100 | 清仓 |
| VLTO | Veralto Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$100 | 清仓 |
| ALSN | Allison Transmission Holdings | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARE | Alexandria Real Estate Equitie | $0 | 0.00% | 0 | -2 | -100.0% | -$98 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -3 | -100.0% | -$96 | 清仓 |
| OUT | Outfront Media Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$96 | 清仓 |
| CPNG | Coupang Inc | $0 | 0.00% | 0 | -4 | -100.0% | -$94 | 清仓 |
| RMBS | Rambus Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$92 | 清仓 |
| BIPC | Brookfield Infrastructure Hold | $0 | 0.00% | 0 | -2 | -100.0% | -$91 | 清仓 |
| DLX | DELUXE CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$89 | 清仓 |
| TRU | TransUnion | $0 | 0.00% | 0 | -1 | -100.0% | -$86 | 清仓 |
| AU | Anglogold Ashanti Plc | $0 | 0.00% | 0 | -1 | -100.0% | -$85 | 清仓 |
| BAH | Booz Allen Hamilton Holding Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRM | Iron Mountain Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$83 | 清仓 |
| LUV | SOUTHWEST AIRLINES | $0 | 0.00% | 0 | -2 | -100.0% | -$83 | 清仓 |
| EMBC | Embecta Corp | $0 | 0.00% | 0 | -7 | -100.0% | -$83 | 清仓 |
| CNC | Centene Corp | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEG | Public Service Enterprise Grou | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFM | Sprouts Farmers Market Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$80 | 清仓 |
| F | FORD MOTOR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AROC | Archrock Inc | $0 | 0.00% | 0 | -3 | -100.0% | -$78 | 清仓 |
| KMX | CarMax Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$77 | 清仓 |
| SYY | Sysco Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$74 | 清仓 |
| HTZ | Hertz Global Holdings Inc | $0 | 0.00% | 0 | -14 | -100.0% | -$72 | 清仓 |
| TOST | Toast Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$71 | 清仓 |
| DRS | Leonardo US Holding Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$68 | 清仓 |
| WAY | Waystar Holding Corp | $0 | 0.00% | 0 | -2 | -100.0% | -$66 | 清仓 |
| XYZ | Block Inc | $0 | 0.00% | 0 | -1 | -100.0% | -$65 | 清仓 |
| — | Air Lease Corp | $0 | 0.00% | 0 | -1 | -100.0% | -$64 | 清仓 |
| IART | Integra LifeSciences Holdings | $0 | 0.00% | 0 | -5 | -100.0% | -$62 | 清仓 |
| MAN | ManpowerGroup Inc | $0 | 0.00% | 0 | -2 | -100.0% | -$59 | 清仓 |
| SMCI | SUPER MICRO COMPUT | $0 | 0.00% | 0 | -2 | -100.0% | -$59 | 清仓 |
| SARO | Carlyle Group Inc/The | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FOXF | Fox Factory Holding Corp | $0 | 0.00% | 0 | -3 | -100.0% | -$51 | 清仓 |
| — | Alight Inc | $0 | 0.00% | 0 | -26 | -100.0% | -$51 | 清仓 |
| ALK | Alaska Air Group Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CARDIFF ONCOLOGY INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $12 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $16 | 0.00% | 1 | -2 | -66.7% | -$32 | 减仓 |
| CAG | CONAGRA BRANDS INC | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $43 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $50 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $68 | 0.00% | 3 | -1 | -25.0% | -$23 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $72 | 0.00% | 1 | -5 | -83.3% | -$360 | 减仓 |
| RHI | ROBERT HALF INC. | $76 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $82 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $83 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $90 | 0.00% | 2 | -2 | -50.0% | -$90 | 减仓 |
| FIVN | FIVE9 INC | $91 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $102 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $113 | 0.00% | 1 | -1 | -50.0% | -$113 | 减仓 |
| DDOG | DATADOG INC | $118 | 0.00% | 1 | -1 | -50.0% | -$118 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $122 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $139 | 0.00% | 1 | -1 | -50.0% | -$139 | 减仓 |
| CVS | CVS HEALTH CORP | $144 | 0.00% | 2 | -3 | -60.0% | -$216 | 减仓 |
| ATI | ATI INC | $145 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $151 | 0.00% | 1 | -1 | -50.0% | -$151 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $151 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $153 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $160 | 0.00% | 2 | -9 | -81.8% | -$720 | 减仓 |
| MS | MORGAN STANLEY | $165 | 0.00% | 1 | -3 | -75.0% | -$495 | 减仓 |
| RBLX | ROBLOX CORP | $170 | 0.00% | 3 | -4 | -57.1% | -$227 | 减仓 |
| KD | KYNDRYL HLDGS INC | $171 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $172 | 0.00% | 1 | -3 | -75.0% | -$516 | 减仓 |
| AMT | AMERICAN TOWER CORP | $173 | 0.00% | 1 | -3 | -75.0% | -$519 | 减仓 |
| COIN | COINBASE GLOBAL INC | $175 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $176 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $179 | 0.00% | 2 | -8 | -80.0% | -$716 | 减仓 |
| MAS | MASCO CORP | $181 | 0.00% | 3 | -2 | -40.0% | -$121 | 减仓 |
| BIIB | BIOGEN INC | $183 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $185 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $186 | 0.00% | 3 | -2 | -40.0% | -$124 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $187 | 0.00% | 2 | -5 | -71.4% | -$468 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $187 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $188 | 0.00% | 3 | -2 | -40.0% | -$125 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $188 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $188 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $190 | 0.00% | 1 | -1 | -50.0% | -$190 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $198 | 0.00% | 1 | -3 | -75.0% | -$594 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $203 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $230 | 0.00% | 2 | -3 | -60.0% | -$345 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $230 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $235 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $239 | 0.00% | 1 | -1 | -50.0% | -$239 | 减仓 |
| CTVA | CORTEVA INC | $251 | 0.00% | 3 | -7 | -70.0% | -$586 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $251 | 0.00% | 1 | -2 | -66.7% | -$502 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $251 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $260 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $261 | 0.00% | 4 | 0 | 0.0% | — | 不变 |