ROSS\JOHNSON & Associates LLC
PLYMOUTH MN · SEC CIK 0002056532
$638.92万2026Q2 申报市值
371持仓数
75.9%前十大占比 · 第一大 42.1%
130 / 3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
SEI EXCHANGE TRA 新建仓+$58.31万
SEEM 加仓+$8,821
VT 加仓+$7,854
HONA 新建仓+$3,869
NVDA 加仓+$3,802
2026Q2 卖出最多 按季末市值估算
IEFA 清仓-$6,602
FSSL 清仓-$5,492
HON 减仓-$3,918
PEP 重新持有-$810
LRCX 重新持有-$433
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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $127 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| FIVN | FIVE9 INC | $128 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $130 | 0.00% | 3 | 1 | 50.0% | $43 | 加仓 |
| HPQ | HP INC | $132 | 0.00% | 6 | -15 | -71.4% | -$330 | 重新持有 |
| ASH | ASHLAND INC | $132 | 0.00% | 2 | 2 | — | $132 | 新建仓 |
| ABVX | ABIVAX SA | $133 | 0.00% | 1 | 1 | — | $133 | 新建仓 |
| BWA | BORGWARNER INC | $133 | 0.00% | 2 | 2 | — | $133 | 新建仓 |
| LEA | LEAR CORP | $134 | 0.00% | 1 | 1 | — | $134 | 新建仓 |
| CBRE | CBRE GROUP INC | $135 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| PEP | PEPSICO INC | $135 | 0.00% | 1 | -6 | -85.7% | -$810 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $136 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $137 | 0.00% | 1 | 1 | — | $137 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $139 | 0.00% | 2 | 2 | — | $139 | 新建仓 |
| MRNA | MODERNA INC | $140 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $143 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $146 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $146 | 0.00% | 1 | 1 | — | $146 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $147 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $149 | 0.00% | 1 | 1 | — | $149 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $150 | 0.00% | 3 | 1 | 50.0% | $50 | 加仓 |
| OSK | OSHKOSH CORP | $153 | 0.00% | 1 | 1 | — | $153 | 新建仓 |
| FTNT | FORTINET INC | $154 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $156 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $158 | 0.00% | 3 | 3 | — | $158 | 新建仓 |
| VVV | VALVOLINE INC | $158 | 0.00% | 4 | 4 | — | $158 | 新建仓 |
| VST | VISTRA CORP | $159 | 0.00% | 1 | 1 | — | $159 | 新建仓 |
| OC | OWENS CORNING NEW | $159 | 0.00% | 1 | 1 | — | $159 | 新建仓 |
| RBLX | ROBLOX CORP | $163 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $163 | 0.00% | 3 | 3 | — | $163 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $164 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $169 | 0.00% | 1 | 1 | — | $169 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $171 | 0.00% | 4 | 1 | 33.3% | $43 | 加仓 |
| CMCSA | COMCAST CORP NEW | $172 | 0.00% | 7 | 7 | — | $172 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $176 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $180 | 0.00% | 4 | 4 | — | $180 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $182 | 0.00% | 8 | 8 | — | $182 | 新建仓 |
| AN | AUTONATION INC | $186 | 0.00% | 1 | 1 | — | $186 | 新建仓 |
| NEM | NEWMONT CORP | $187 | 0.00% | 2 | -1 | -33.3% | -$94 | 重新持有 |
| INGR | INGREDION INC | $189 | 0.00% | 2 | 2 | — | $189 | 新建仓 |
| DHR | DANAHER CORP DEL | $190 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $194 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $194 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $197 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $201 | 0.00% | 3 | 1 | 50.0% | $67 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $201 | 0.00% | 2 | 2 | — | $201 | 新建仓 |
| DXCM | DEXCOM INC | $202 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $209 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $211 | 0.00% | 7 | 7 | — | $211 | 新建仓 |
| ROST | ROSS STORES INC | $213 | 0.00% | 1 | 1 | — | $213 | 新建仓 |
| ZTS | ZOETIS INC | $216 | 0.00% | 3 | 1 | 50.0% | $72 | 加仓 |
| BIIB | BIOGEN INC | $216 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $216 | 0.00% | 3 | 2 | 200.0% | $144 | 加仓 |
| MO | ALTRIA GROUP INC | $216 | 0.00% | 3 | 1 | 50.0% | $72 | 重新持有 |
| F | FORD MTR CO | $222 | 0.00% | 16 | 10 | 166.7% | $139 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $224 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $227 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| CHRD | CHORD ENERGY CORPORATION | $229 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $229 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $234 | 0.00% | 1 | 1 | — | $234 | 新建仓 |
| BX | BLACKSTONE INC | $235 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $238 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $238 | 0.00% | 1 | 1 | — | $238 | 新建仓 |
| ALL | ALLSTATE CORP | $238 | 0.00% | 1 | 1 | — | $238 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $241 | 0.00% | 1 | 1 | — | $241 | 新建仓 |
| AME | AMETEK INC | $242 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| MAS | MASCO CORP | $244 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $245 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $245 | 0.00% | 3 | -2 | -40.0% | -$163 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $246 | 0.00% | 1 | 1 | — | $246 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $248 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $248 | 0.00% | 6 | 6 | — | $248 | 新建仓 |
| CTVA | CORTEVA INC | $254 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $255 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $256 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $256 | 0.00% | 1 | 1 | — | $256 | 新建仓 |
| R | RYDER SYS INC | $264 | 0.00% | 1 | 1 | — | $264 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $267 | 0.00% | 1 | 1 | — | $267 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $271 | 0.00% | 3 | 1 | 50.0% | $90 | 加仓 |
| TXT | TEXTRON INC | $275 | 0.00% | 3 | 3 | — | $275 | 新建仓 |
| COR | CENCORA INC | $283 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $284 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $287 | 0.00% | 7 | 2 | 40.0% | $82 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $296 | 0.00% | 7 | 7 | — | $296 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $301 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $302 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $307 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $309 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $313 | 0.00% | 1 | 1 | — | $313 | 新建仓 |
| SYK | STRYKER CORPORATION | $315 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $324 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $324 | 0.01% | 2 | 2 | — | $324 | 新建仓 |
| CVNA | CARVANA CO | $329 | 0.01% | 5 | 5 | — | $329 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $330 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $332 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $333 | 0.01% | 6 | 6 | — | $333 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $335 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $341 | 0.01% | 1 | 1 | — | $341 | 新建仓 |
| SHOP | SHOPIFY INC | $343 | 0.01% | 3 | 3 | — | $343 | 新建仓 |