Johnson Bixby & Associates, LLC
VANCOUVER WA · SEC CIK 0001844238
$8.96亿2026Q2 申报市值
131持仓数
63.8%前十大占比 · 第一大 11.8%
11 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GOVT 加仓+$699.62万
BINC 加仓+$646.77万
CGCB 加仓+$454.12万
IUSB 加仓+$234.39万
TFLO 加仓+$220.93万
2026Q2 卖出最多 按季末市值估算
TLH 减仓-$1,250.97万
CGCP 减仓-$306.44万
INTC 减仓-$226.23万
TOTL 减仓-$109.21万
IGSB 减仓-$91.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $187.47万 | 0.21% | 5,089 | -12 | -0.2% | -$4,421 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $218.53万 | 0.24% | 9,236 | -143 | -1.5% | -$3.38万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $232.29万 | 0.26% | 58,851 | -27,670 | -32.0% | -$109.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $267.30万 | 0.30% | 7,223 | -85 | -1.2% | -$3.15万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $269.67万 | 0.30% | 97,355 | 829 | 0.9% | $2.30万 | 加仓 |
| TFLO | ISHARES TR | $281.83万 | 0.31% | 55,665 | 43,636 | 362.8% | $220.93万 | 加仓 |
| SUB | ISHARES TR | $316.01万 | 0.35% | 29,680 | 2,523 | 9.3% | $26.86万 | 加仓 |
| MSFT | MICROSOFT CORP | $333.19万 | 0.37% | 8,932 | 279 | 3.2% | $10.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $377.45万 | 0.42% | 63,235 | 595 | 0.9% | $3.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $483.03万 | 0.54% | 9,653 | -450 | -4.5% | -$22.52万 | 减仓 |
| INTC | INTEL CORP | $553.85万 | 0.62% | 39,665 | -16,202 | -29.0% | -$226.23万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $564.60万 | 0.63% | 153,507 | -8,271 | -5.1% | -$30.42万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $649.15万 | 0.72% | 30,509 | -33 | -0.1% | -$7,021 | 减仓 |
| MUB | ISHARES TR | $686.95万 | 0.77% | 63,831 | 9,754 | 18.0% | $104.97万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $775.56万 | 0.87% | 183,217 | -940 | -0.5% | -$3.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $925.95万 | 1.03% | 114,925 | 13,509 | 13.3% | $108.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,001.11万 | 1.12% | 33,027 | 3,197 | 10.7% | $96.91万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,170.34万 | 1.31% | 307,499 | 8,645 | 2.9% | $32.90万 | 加仓 |
| AAPL | APPLE INC | $1,210.86万 | 1.35% | 41,846 | 3,141 | 8.1% | $90.89万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,239.32万 | 1.38% | 173,940 | 1,479 | 0.9% | $10.54万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,299.74万 | 1.45% | 342,396 | 19,124 | 5.9% | $72.59万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,422.42万 | 1.59% | 638,143 | -137,478 | -17.7% | -$306.44万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,491.24万 | 1.66% | 297,356 | 4,879 | 1.7% | $24.47万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,826.25万 | 2.04% | 529,195 | 36,758 | 7.5% | $126.85万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,870.25万 | 2.09% | 499,265 | 17,146 | 3.6% | $64.23万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,054.42万 | 2.29% | 660,586 | 23,071 | 3.6% | $71.75万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,368.93万 | 2.64% | 597,009 | 23,956 | 4.2% | $95.06万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,682.81万 | 2.99% | 51,356 | -42 | -0.1% | -$2.19万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $3,134.93万 | 3.50% | 861,481 | 35,660 | 4.3% | $129.77万 | 加仓 |
| GOVT | ISHARES TR | $3,198.27万 | 3.57% | 1,403,983 | 307,121 | 28.0% | $699.62万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $3,554.25万 | 3.97% | 679,070 | 123,570 | 22.2% | $646.77万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,710.55万 | 5.26% | 596,046 | 2,594 | 0.4% | $20.50万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,710.95万 | 5.26% | 892,902 | 17,258 | 2.0% | $91.05万 | 加仓 |
| IUSB | ISHARES TR | $4,731.81万 | 5.28% | 1,025,312 | 50,788 | 5.2% | $234.39万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $6,171.91万 | 6.89% | 2,357,491 | 173,460 | 7.9% | $454.12万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6,753.31万 | 7.54% | 1,430,786 | 6,667 | 0.5% | $31.47万 | 加仓 |
| ITOT | ISHARES TR | $9,669.46万 | 10.79% | 588,632 | 1,631 | 0.3% | $26.79万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.05亿 | 11.78% | 2,140,742 | 31,034 | 1.5% | $152.94万 | 加仓 |