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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $264 | 0.00% | 5 | -3 | -37.5% | -$158 | 减仓 |
| SSNC | SS&C TECH HLDGS | $270 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $270 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $274 | 0.00% | 1 | -1 | -50.0% | -$274 | 减仓 |
| PAYX | PAYCHEX INC | $276 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $278 | 0.01% | 1 | -1 | -50.0% | -$278 | 减仓 |
| GE | GE AEROSPACE | $284 | 0.01% | 1 | -3 | -75.0% | -$852 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $284 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $288 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $288 | 0.01% | 5 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $293 | 0.01% | 3 | -6 | -66.7% | -$586 | 减仓 |
| ORCL | ORACLE CORP | $294 | 0.01% | 2 | -4 | -66.7% | -$588 | 减仓 |
| DASH | DOORDASH INC | $300 | 0.01% | 2 | -2 | -50.0% | -$300 | 减仓 |
| HLN | HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $300 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $304 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $309 | 0.01% | 7 | -6 | -46.2% | -$265 | 减仓 |
| COR | CENCORA INC | $314 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $320 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $321 | 0.01% | 2 | -2 | -50.0% | -$321 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $321 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $321 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $323 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $329 | 0.01% | 1 | -4 | -80.0% | -$1,316 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $329 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $329 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $331 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $336 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $338 | 0.01% | 1 | -2 | -66.7% | -$676 | 减仓 |
| ETN | EATON CORP PLC | $358 | 0.01% | 1 | -1 | -50.0% | -$358 | 减仓 |
| NEE | NEXTERA ENERGY INC | $372 | 0.01% | 4 | -4 | -50.0% | -$372 | 减仓 |
| CRM | SALESFORCE INC | $373 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $374 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $384 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $388 | 0.01% | 5 | -9 | -64.3% | -$698 | 减仓 |
| PGR | PROGRESSIVE CORP | $396 | 0.01% | 2 | -2 | -50.0% | -$396 | 减仓 |
| PLD | PROLOGIS INC. | $397 | 0.01% | 3 | -1 | -25.0% | -$132 | 减仓 |
| APP | APPLOVIN CORP | $398 | 0.01% | 1 | -14 | -93.3% | -$5,572 | 减仓 |
| DAL | DELTA AIR LINES INC | $399 | 0.01% | 6 | -2 | -25.0% | -$133 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $417 | 0.01% | 1 | -1 | -50.0% | -$417 | 减仓 |
| WTFC | WINTRUST FINL CORP | $417 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $417 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $425 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $429 | 0.01% | 11 | -3 | -21.4% | -$117 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $431 | 0.01% | 6 | -11 | -64.7% | -$790 | 减仓 |
| MCO | MOODYS CORP | $436 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $439 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $447 | 0.01% | 1 | -1 | -50.0% | -$447 | 减仓 |
| GM | GENERAL MTRS CO | $447 | 0.01% | 6 | -1 | -14.3% | -$74 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $475 | 0.01% | 11 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $479 | 0.01% | 1 | -3 | -75.0% | -$1,437 | 减仓 |
| ANET | ARISTA NETWORKS INC | $491 | 0.01% | 4 | -3 | -42.9% | -$368 | 减仓 |
| LIN | LINDE PLC | $496 | 0.01% | 1 | -1 | -50.0% | -$496 | 减仓 |
| T | AT&T INC | $522 | 0.01% | 18 | -38 | -67.9% | -$1,102 | 减仓 |
| COP | CONOCOPHILLIPS | $528 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $533 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $563 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $578 | 0.01% | 4 | -3 | -42.9% | -$434 | 减仓 |
| TXN | TEXAS INSTRS INC | $582 | 0.01% | 3 | -1 | -25.0% | -$194 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $588 | 0.01% | 2 | -1 | -33.3% | -$294 | 减仓 |
| NVEC | NVE CORP | $590 | 0.01% | 9 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $608 | 0.01% | 8 | -10 | -55.6% | -$760 | 减仓 |
| MCD | MCDONALDS CORP | $622 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $636 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $639 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $661 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $684 | 0.01% | 2 | -2 | -50.0% | -$684 | 减仓 |
| CAT | CATERPILLAR INC | $708 | 0.01% | 1 | -1 | -50.0% | -$708 | 减仓 |
| WMT | WALMART INC | $746 | 0.01% | 6 | -6 | -50.0% | -$746 | 减仓 |
| RTX | RTX CORPORATION | $772 | 0.01% | 4 | -2 | -33.3% | -$386 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $802 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $856 | 0.02% | 23 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $884 | 0.02% | 7 | -3 | -30.0% | -$379 | 减仓 |
| NFLX | NETFLIX INC. | $962 | 0.02% | 10 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $976 | 0.02% | 19 | -2 | -9.5% | -$103 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $996 | 0.02% | 1 | -1 | -50.0% | -$996 | 减仓 |
| META | META PLATFORMS INC | $1,144 | 0.02% | 2 | -1 | -33.3% | -$572 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $1,267 | 0.02% | 49 | -8 | -14.0% | -$207 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,279 | 0.02% | 13 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $1,325 | 0.02% | 24 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1,357 | 0.02% | 8 | -15 | -65.2% | -$2,544 | 减仓 |
| HSY | HERSHEY CO | $1,455 | 0.03% | 7 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $1,508 | 0.03% | 11 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1,548 | 0.03% | 5 | -66 | -93.0% | -$2.04万 | 减仓 |
| BOTZ | GLOBAL X FDS | $1,661 | 0.03% | 50 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $1,664 | 0.03% | 32 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1,928 | 0.03% | 20 | -4 | -16.7% | -$386 | 减仓 |
| GOOGL | ALPHABET INC | $2,013 | 0.04% | 7 | -1 | -12.5% | -$288 | 减仓 |
| AMZN | AMAZON COM INC | $2,083 | 0.04% | 10 | -88 | -89.8% | -$1.83万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,130 | 0.04% | 89 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2,288 | 0.04% | 41 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $2,331 | 0.04% | 83 | -5 | -5.7% | -$140 | 减仓 |
| PNR | PENTAIR PLC | $2,526 | 0.05% | 29 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2,833 | 0.05% | 22 | -3 | -12.0% | -$386 | 减仓 |
| MRK | MERCK & CO INC | $2,887 | 0.05% | 24 | -3 | -11.1% | -$361 | 减仓 |
| MMM | 3M CO | $2,905 | 0.05% | 20 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $3,040 | 0.05% | 60 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3,064 | 0.06% | 34 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $3,188 | 0.06% | 46 | -1 | -2.1% | -$69 | 减仓 |
| ABBV | ABBVIE INC | $3,262 | 0.06% | 15 | -2 | -11.8% | -$435 | 减仓 |
| TECH | BIO-TECHNE CORP | $3,292 | 0.06% | 63 | 0 | 0.0% | — | 不变 |