ROSS\JOHNSON & Associates LLC 13F 持仓 · 2026年Q2
ROSS\JOHNSON & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 371 只证券，申报市值合计 638.92 万美元。前几大持仓：GGG（42.08%）、LEND（9.13%）、SPY（5.05%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GGG | GRACO INC | $2.7M | 42.08% | 35,561 | 持平 |
| 2 | LEND | SEI EXCHANGE TRADED FUNDS | $583,093 | 9.13% | 23,165 | 新建仓 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $322,605 | 5.05% | 432 | 持平 |
| 4 | BHE | BENCHMARK ELECTRS INC | $247,662 | 3.88% | 2,510 | 持平 |
| 5 | TSLA | TESLA INC | $239,321 | 3.75% | 569 | 增持 |
| 6 | SEEM | SEI EXCHANGE TRADED FUNDS | $194,633 | 3.05% | 4,854 | 增持 |
| 7 | MUB | ISHARES TR | $165,950 | 2.60% | 1,542 | 持平 |
| 8 | IVV | ISHARES TR | $162,509 | 2.54% | 217 | 持平 |
| 9 | SEIS | SEI EXCHANGE TRADED FUNDS | $124,384 | 1.95% | 3,708 | 持平 |
| 10 | CSCO | CISCO SYS INC | $119,104 | 1.86% | 1,014 | 增持 |
| 11 | AMGN | AMGEN INC | $108,636 | 1.70% | 300 | 持平 |
| 12 | VICR | VICOR CORP | $105,199 | 1.65% | 277 | 持平 |
| 13 | TTMI | TTM TECHNOLOGIES INC | $95,193 | 1.49% | 509 | 持平 |
| 14 | WFC | WELLS FARGO & CO | $91,400 | 1.43% | 1,106 | 增持 |
| 15 | BHP | BHP BILLITON LIMITED | $89,142 | 1.40% | 1,070 | 持平 |
| 16 | UNH | UNITEDHEALTH GROUP INC | $83,957 | 1.31% | 202 | 持平 |
| 17 | QQQ | INVESCO QQQ TR | $70,694 | 1.11% | 96 | 持平 |
| 18 | ARKB | ARK 21SHARES BITCOIN ETF | $67,604 | 1.06% | 3,474 | 持平 |
| 19 | BITB | BITWISE BITCOIN ETF TR | $67,734 | 1.06% | 2,126 | 持平 |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $65,442 | 1.02% | 216 | 持平 |
| 21 | IWM | ISHARES TR | $61,104 | 0.96% | 230 | 持平 |
| 22 | NVDA | NVIDIA CORPORATION | $48,222 | 0.75% | 241 | 增持 |
| 23 | LOW | LOWES COS INC | $44,539 | 0.70% | 202 | 持平 |
| 24 | AXP | AMERICAN EXPRESS CO | $33,825 | 0.53% | 100 | 持平 |
| 25 | MSFT | MICROSOFT CORP | $22,381 | 0.35% | 60 | 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