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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $563 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $533 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $528 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $522 | 0.01% | 18 | -38 | -67.9% | -$1,102 | 减仓 |
| LIN | LINDE PLC | $496 | 0.01% | 1 | -1 | -50.0% | -$496 | 减仓 |
| ANET | ARISTA NETWORKS INC | $491 | 0.01% | 4 | -3 | -42.9% | -$368 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $479 | 0.01% | 1 | -3 | -75.0% | -$1,437 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $475 | 0.01% | 11 | 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 |
| PLTR | PALANTIR TECHNOLOGIES INC | $439 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $436 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $431 | 0.01% | 6 | -11 | -64.7% | -$790 | 减仓 |
| HAL | HALLIBURTON CO | $429 | 0.01% | 11 | -3 | -21.4% | -$117 | 减仓 |
| SPGI | S&P GLOBAL INC | $425 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| 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 |
| DAL | DELTA AIR LINES INC | $399 | 0.01% | 6 | -2 | -25.0% | -$133 | 减仓 |
| APP | APPLOVIN CORP | $398 | 0.01% | 1 | -14 | -93.3% | -$5,572 | 减仓 |
| PLD | PROLOGIS INC. | $397 | 0.01% | 3 | -1 | -25.0% | -$132 | 减仓 |
| PGR | PROGRESSIVE CORP | $396 | 0.01% | 2 | -2 | -50.0% | -$396 | 减仓 |
| CMS | CMS ENERGY CORP | $388 | 0.01% | 5 | -9 | -64.3% | -$698 | 减仓 |
| OGE | OGE ENERGY CORP | $384 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $374 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $373 | 0.01% | 2 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $372 | 0.01% | 4 | -4 | -50.0% | -$372 | 减仓 |
| ETN | EATON CORP PLC | $358 | 0.01% | 1 | -1 | -50.0% | -$358 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $338 | 0.01% | 1 | -2 | -66.7% | -$676 | 减仓 |
| BAX | BAXTER INTL INC | $336 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $331 | 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 |
| AON | AON PLC | $323 | 0.01% | 1 | 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 |
| L | LOEWS CORP | $320 | 0.01% | 3 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $314 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $309 | 0.01% | 7 | -6 | -46.2% | -$265 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $304 | 0.01% | 1 | 0 | 0.0% | — | 不变 |
| 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 |
| ORCL | ORACLE CORP | $294 | 0.01% | 2 | -4 | -66.7% | -$588 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $293 | 0.01% | 3 | -6 | -66.7% | -$586 | 减仓 |
| 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 |
| 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 |
| CDNS | CADENCE DESIGN SYSTEM INC | $278 | 0.01% | 1 | -1 | -50.0% | -$278 | 减仓 |
| PAYX | PAYCHEX INC | $276 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $274 | 0.00% | 1 | -1 | -50.0% | -$274 | 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 |
| NKE | NIKE INC | $264 | 0.00% | 5 | -3 | -37.5% | -$158 | 减仓 |
| SOLV | SOLVENTUM CORP | $261 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $260 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| 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 |
| ADSK | AUTODESK INC | $239 | 0.00% | 1 | -1 | -50.0% | -$239 | 减仓 |
| ZTS | ZOETIS INC | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $235 | 0.00% | 2 | 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 |
| NET | CLOUDFLARE INC | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $203 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $198 | 0.00% | 1 | -3 | -75.0% | -$594 | 减仓 |
| DHR | DANAHER CORP DEL | $190 | 0.00% | 1 | -1 | -50.0% | -$190 | 减仓 |
| 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 |
| 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 |
| ON | ON SEMICONDUCTOR CORP | $186 | 0.00% | 3 | -2 | -40.0% | -$124 | 减仓 |
| MSM | MSC INDL DIRECT INC | $185 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $183 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $181 | 0.00% | 3 | -2 | -40.0% | -$121 | 减仓 |
| SBUX | STARBUCKS CORP | $179 | 0.00% | 2 | -8 | -80.0% | -$716 | 减仓 |
| U | UNITY SOFTWARE INC | $176 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $175 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $173 | 0.00% | 1 | -3 | -75.0% | -$519 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $172 | 0.00% | 1 | -3 | -75.0% | -$516 | 减仓 |
| KD | KYNDRYL HLDGS INC | $171 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $170 | 0.00% | 3 | -4 | -57.1% | -$227 | 减仓 |
| MS | MORGAN STANLEY | $165 | 0.00% | 1 | -3 | -75.0% | -$495 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $160 | 0.00% | 2 | -9 | -81.8% | -$720 | 减仓 |
| EMN | EASTMAN CHEM CO | $153 | 0.00% | 2 | 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 |
| ATI | ATI INC | $145 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $144 | 0.00% | 2 | -3 | -60.0% | -$216 | 减仓 |
| GILD | GILEAD SCIENCES INC | $139 | 0.00% | 1 | -1 | -50.0% | -$139 | 减仓 |
| VTRS | VIATRIS INC | $122 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $118 | 0.00% | 1 | -1 | -50.0% | -$118 | 减仓 |
| C | CITIGROUP INC | $113 | 0.00% | 1 | -1 | -50.0% | -$113 | 减仓 |
| DLTR | DOLLAR TREE INC | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $102 | 0.00% | 2 | 0 | 0.0% | — | 不变 |