Johnson Financial Group, LLC 13F 持仓 · 2026年Q2
Johnson Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 279 只证券，申报市值合计 18.56 亿美元。前几大持仓：VV（50.24%）、VEA（12.97%）、VWO（7.52%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $932.8M | 50.24% | 2.7M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $240.8M | 12.97% | 3.4M | 减持 |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $139.5M | 7.52% | 2.3M | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $56.8M | 3.06% | 153,392 | 减持 |
| 5 | SCHC | SCHWAB STRATEGIC TR | $54.4M | 2.93% | 1.1M | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $50.9M | 2.74% | 167,764 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $16.2M | 0.88% | 21,757 | 增持 |
| 8 | AAPL | APPLE INC | $13.6M | 0.73% | 46,982 | 增持 |
| 9 | PDBC | INVESCO ACTVELY MNGD ETC FD | $12.9M | 0.69% | 810,757 | 减持 |
| 10 | SCHF | SCHWAB STRATEGIC TR | $12.5M | 0.67% | 450,411 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $9.8M | 0.53% | 49,118 | 增持 |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $9.8M | 0.53% | 63,816 | 减持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $8.9M | 0.48% | 303,904 | 增持 |
| 14 | IVV | ISHARES TR | $8.1M | 0.43% | 10,756 | 增持 |
| 15 | AMZN | AMAZON COM INC | $7.8M | 0.42% | 32,632 | 增持 |
| 16 | JAAA | JANUS DETROIT STR TR | $7.8M | 0.42% | 155,172 | 新建仓 |
| 17 | GOOGL | ALPHABET INC | $7.5M | 0.40% | 20,902 | 增持 |
| 18 | MAR | MARRIOTT INTL INC NEW | $7.2M | 0.39% | 19,386 | 新建仓 |
| 19 | MSFT | MICROSOFT CORP | $6.8M | 0.37% | 18,209 | 增持 |
| 20 | SCHE | SCHWAB STRATEGIC TR | $6.6M | 0.36% | 182,738 | 减持 |
| 21 | SCHG | SCHWAB STRATEGIC TR | $6.6M | 0.35% | 194,287 | 增持 |
| 22 | GOOG | ALPHABET INC | $6.4M | 0.34% | 18,107 | 增持 |
| 23 | EEMS | ISHARES INC | $6.2M | 0.33% | 81,115 | 减持 |
| 24 | MINT | PIMCO ETF TR | $5.5M | 0.30% | 54,674 | 减持 |
| 25 | HLF | HERBALIFE LTD | $5.5M | 0.29% | 414,590 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR