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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |