Johnson Investment Counsel Inc 13F 持仓 · 2026年Q2
Johnson Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 839 只证券，申报市值合计 136.86 亿美元。前几大持仓：IVV（8.06%）、IWB（4.28%）、AAPL（3.77%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $1.10B | 8.06% | 1.5M | 增持 |
| 2 | IWB | ISHARES TR | $585.3M | 4.28% | 1.4M | 增持 |
| 3 | AAPL | APPLE INC | $515.7M | 3.77% | 1.8M | 减持 |
| 4 | GOOGL | ALPHABET INC | $386.6M | 2.83% | 1.1M | 减持 |
| 5 | IWR | ISHARES TR | $331.2M | 2.42% | 3.0M | 增持 |
| 6 | MSFT | MICROSOFT CORP | $325.1M | 2.38% | 871,535 | 增持 |
| 7 | PG | PROCTER & GAMBLE CO | $326.4M | 2.38% | 2.2M | 增持 |
| 8 | CINF | CINCINNATI FINL CORP | $262.5M | 1.92% | 1.4M | 减持 |
| 9 | NVT | NVENT ELEC PLC | $246.6M | 1.80% | 1.5M | 减持 |
| 10 | ILOW | AB ACTIVE ETFS INC | $240.8M | 1.76% | 5.3M | 增持 |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $241.0M | 1.76% | 2.9M | 增持 |
| 12 | AMZN | AMAZON COM INC | $219.6M | 1.60% | 921,278 | 减持 |
| 13 | WMB | WILLIAMS COS INC | $204.5M | 1.49% | 2.8M | 减持 |
| 14 | APH | AMPHENOL CORP | $175.4M | 1.28% | 994,623 | 减持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $167.1M | 1.22% | 2.3M | 增持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $165.8M | 1.21% | 347,119 | 减持 |
| 17 | SCHX | SCHWAB STRATEGIC TR | $161.6M | 1.18% | 5.5M | 增持 |
| 18 | ADI | ANALOG DEVICES INC | $160.0M | 1.17% | 402,733 | 增持 |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $156.6M | 1.14% | 1.1M | 减持 |
| 20 | V | VISA INC | $154.4M | 1.13% | 450,119 | 增持 |
| 21 | AVGO | BROADCOM INC | $152.1M | 1.11% | 402,688 | 增持 |
| 22 | MA | MASTERCARD INCORPORATED | $150.7M | 1.10% | 293,347 | 增持 |
| 23 | ASML | ASML HLDG NV | $139.7M | 1.02% | 70,235 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $130.0M | 0.95% | 649,775 | 增持 |
| 25 | TJX | TJX COS INC NEW | $128.5M | 0.94% | 848,363 | 减持 |
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