Johnson Bixby & Associates, LLC
VANCOUVER WA · SEC CIK 0001844238
$8.06亿2026Q1 申报市值
127持仓数
62.5%前十大占比 · 第一大 11.1%
7 / 3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
CGIC 新建仓+$2,734.29万
RLY 加仓+$1,715.06万
FNDX 加仓+$1,522.92万
VCSH 加仓+$639.27万
CGCB 加仓+$365.67万
2026Q1 卖出最多 按季末市值估算
CGIE 减仓-$2,576.47万
ITOT 减仓-$1,461.00万
IXG 减仓-$1,446.25万
TLH 减仓-$1,040.48万
CGCP 减仓-$240.84万
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 |
|---|---|---|---|---|---|---|---|---|
| TOTL | SSGA ACTIVE ETF TR | $343.75万 | 0.43% | 86,521 | -14,570 | -14.4% | -$57.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $484.14万 | 0.60% | 10,103 | -190 | -1.8% | -$9.10万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $547.13万 | 0.68% | 161,778 | -761,817 | -82.5% | -$2,576.47万 | 减仓 |
| MUB | ISHARES TR | $574.03万 | 0.71% | 54,077 | 7,437 | 15.9% | $78.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $586.16万 | 0.73% | 30,542 | -842 | -2.7% | -$16.16万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $614.53万 | 0.76% | 184,157 | -11,854 | -6.0% | -$39.56万 | 减仓 |
| VO | VANGUARD INDEX FDS | $728.12万 | 0.90% | 25,354 | 938 | 3.8% | $26.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $781.31万 | 0.97% | 29,830 | 394 | 1.3% | $10.32万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $969.18万 | 1.20% | 298,854 | 84,221 | 39.2% | $273.13万 | 加仓 |
| AAPL | APPLE INC | $982.30万 | 1.22% | 38,705 | -96 | -0.2% | -$2.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,105.13万 | 1.37% | 172,461 | 3,606 | 2.1% | $23.11万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,112.38万 | 1.38% | 323,272 | 6,437 | 2.0% | $22.15万 | 加仓 |
| TLH | ISHARES TR | $1,292.69万 | 1.60% | 128,344 | -103,304 | -44.6% | -$1,040.48万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,465.89万 | 1.82% | 292,477 | -149 | -0.1% | -$7,468 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,522.05万 | 1.89% | 482,119 | 15,283 | 3.3% | $48.25万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,732.74万 | 2.15% | 775,621 | -107,805 | -12.2% | -$240.84万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,775.48万 | 2.20% | 637,515 | 546,831 | 603.0% | $1,522.92万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,780.16万 | 2.21% | 492,437 | 474,430 | 2,634.7% | $1,715.06万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,192.50万 | 2.72% | 573,053 | 39,120 | 7.3% | $149.67万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,380.69万 | 2.95% | 51,398 | -354 | -0.7% | -$16.40万 | 减仓 |
| GOVT | ISHARES TR | $2,512.91万 | 3.12% | 1,096,862 | 23,660 | 2.2% | $54.21万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $2,734.29万 | 3.39% | 825,821 | 825,821 | — | $2,734.29万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $2,884.71万 | 3.58% | 555,500 | 49,538 | 9.8% | $257.25万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,284.53万 | 5.31% | 875,644 | 24,272 | 2.9% | $118.76万 | 加仓 |
| IUSB | ISHARES TR | $4,501.32万 | 5.58% | 974,524 | 46,083 | 5.0% | $212.86万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,704.30万 | 5.83% | 593,452 | 80,645 | 15.7% | $639.27万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,723.53万 | 7.10% | 1,424,119 | 29,362 | 2.1% | $118.01万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $5,735.27万 | 7.11% | 2,184,031 | 139,251 | 6.8% | $365.67万 | 加仓 |
| ITOT | ISHARES TR | $8,360.65万 | 10.37% | 587,001 | -102,577 | -14.9% | -$1,461.00万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $8,974.70万 | 11.13% | 2,109,708 | 38,580 | 1.9% | $164.12万 | 加仓 |