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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -710 | -100.0% | -$25.08万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,484 | -100.0% | -$21.65万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO | $0 | 0.00% | 0 | -4,399 | -100.0% | -$20.56万 | 清仓 |
| — | RIVERVIEW BANCORP INC | $12.94万 | 0.02% | 23,534 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $15.64万 | 0.02% | 18,140 | 18,140 | — | $15.64万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $20.06万 | 0.02% | 7,779 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $20.29万 | 0.03% | 745 | 20 | 2.8% | $5,448 | 加仓 |
| MA | MASTERCARD INCORPORATED | $20.89万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $22.00万 | 0.03% | 2,836 | 153 | 5.7% | $1.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $22.15万 | 0.03% | 753 | 105 | 16.2% | $3.09万 | 加仓 |
| RTX | RTX CORPORATION | $22.24万 | 0.03% | 1,153 | 0 | 0.0% | — | 不变 |
| — | TAYLOR DEVICES INC | $22.80万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $23.41万 | 0.03% | 9,326 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.31万 | 0.03% | 1,857 | 1,857 | — | $24.31万 | 新建仓 |
| PFE | PFIZER INC | $24.60万 | 0.03% | 8,760 | -550 | -5.9% | -$1.54万 | 减仓 |
| IBDW | ISHARES TR | $24.73万 | 0.03% | 11,815 | 90 | 0.8% | $1,884 | 加仓 |
| SBUX | STARBUCKS CORP | $24.92万 | 0.03% | 2,782 | 15 | 0.5% | $1,344 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $25.52万 | 0.03% | 4,837 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.12万 | 0.03% | 4,387 | -405 | -8.5% | -$2.41万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.31万 | 0.03% | 9,034 | 9,034 | — | $26.31万 | 新建仓 |
| ECL | ECOLAB INC | $26.60万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $26.84万 | 0.03% | 3,034 | 564 | 22.8% | $4.99万 | 加仓 |
| GEV | GE VERNOVA INC | $28.37万 | 0.04% | 325 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.39万 | 0.04% | 1,171 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.39万 | 0.04% | 1,256 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $28.55万 | 0.04% | 2,486 | -301 | -10.8% | -$3.46万 | 减仓 |
| WMT | WALMART INC | $29.14万 | 0.04% | 2,345 | 98 | 4.4% | $1.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $29.58万 | 0.04% | 9,642 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $29.79万 | 0.04% | 5,942 | 5,942 | — | $29.79万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $30.19万 | 0.04% | 1,052 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.35万 | 0.04% | 330 | 330 | — | $30.35万 | 新建仓 |
| INTU | INTUIT | $31.35万 | 0.04% | 725 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $31.89万 | 0.04% | 14,569 | 108 | 0.7% | $2,364 | 加仓 |
| IBDU | ISHARES TR | $32.87万 | 0.04% | 14,133 | 106 | 0.8% | $2,466 | 加仓 |
| SPTM | SPDR SERIES TRUST | $33.39万 | 0.04% | 4,223 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.32万 | 0.04% | 1,109 | 121 | 12.2% | $3.75万 | 加仓 |
| IBHF | ISHARES TR | $34.49万 | 0.04% | 15,027 | 64 | 0.4% | $1,469 | 加仓 |
| NULV | NUSHARES ETF TR | $34.53万 | 0.04% | 7,590 | -2,217 | -22.6% | -$10.09万 | 减仓 |
| CAT | CATERPILLAR INC | $35.00万 | 0.04% | 494 | -27 | -5.2% | -$1.91万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.34万 | 0.04% | 2,386 | 2 | 0.1% | $296 | 加仓 |
| IJR | ISHARES TR | $36.10万 | 0.04% | 2,904 | -222 | -7.1% | -$2.76万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $36.12万 | 0.04% | 13,304 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.72万 | 0.05% | 1,294 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $36.87万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.55万 | 0.05% | 7,912 | -11,870 | -60.0% | -$59.34万 | 减仓 |
| AGG | ISHARES TR | $41.08万 | 0.05% | 4,138 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $42.44万 | 0.05% | 2,938 | -102 | -3.4% | -$1.47万 | 减仓 |
| KO | COCA COLA CO | $42.53万 | 0.05% | 5,593 | 4 | 0.1% | $304 | 加仓 |
| WMB | WILLIAMS COS INC | $42.90万 | 0.05% | 5,894 | 316 | 5.7% | $2.30万 | 加仓 |
| IJH | ISHARES TR | $44.36万 | 0.06% | 6,569 | 3 | 0.0% | $203 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.53万 | 0.06% | 2,249 | 166 | 8.0% | $3.43万 | 加仓 |
| ORCL | ORACLE CORP | $47.37万 | 0.06% | 3,220 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $47.87万 | 0.06% | 2,083 | 83 | 4.2% | $1.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.88万 | 0.06% | 481 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $49.57万 | 0.06% | 4,348 | -126,864 | -96.7% | -$1,446.25万 | 减仓 |
| MCD | MCDONALDS CORP | $49.70万 | 0.06% | 1,599 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $50.74万 | 0.06% | 4,218 | -13 | -0.3% | -$1,564 | 减仓 |
| SUSB | ISHARES TR | $50.85万 | 0.06% | 20,287 | 1,215 | 6.4% | $3.05万 | 加仓 |
| IBDT | ISHARES TR | $52.57万 | 0.07% | 20,755 | 93 | 0.5% | $2,356 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $53.00万 | 0.07% | 10,397 | -700 | -6.3% | -$3.57万 | 减仓 |
| GOOGL | ALPHABET INC | $53.46万 | 0.07% | 1,859 | 81 | 4.6% | $2.33万 | 加仓 |
| DSI | ISHARES TR | $54.51万 | 0.07% | 4,498 | 23 | 0.5% | $2,787 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $59.33万 | 0.07% | 1,814 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.46万 | 0.07% | 2,903 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $60.67万 | 0.08% | 8,384 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $60.72万 | 0.08% | 12,170 | -9,678 | -44.3% | -$48.28万 | 减仓 |
| TFLO | ISHARES TR | $60.90万 | 0.08% | 12,029 | -24,368 | -67.0% | -$123.38万 | 减仓 |
| — | EXXON MOBIL CORP | $70.03万 | 0.09% | 4,128 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $78.16万 | 0.10% | 3,658 | -113 | -3.0% | -$2.41万 | 减仓 |
| KLAC | KLA CORP | $81.72万 | 0.10% | 555 | 20 | 3.7% | $2.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.18万 | 0.10% | 1,279 | -16 | -1.2% | -$1.04万 | 减仓 |
| IBDS | ISHARES TR | $84.49万 | 0.10% | 34,856 | 242 | 0.7% | $5,866 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $84.92万 | 0.11% | 16,667 | 16,667 | — | $84.92万 | 新建仓 |
| SHYG | ISHARES TR | $87.00万 | 0.11% | 20,563 | -1,140 | -5.3% | -$4.82万 | 减仓 |
| IVV | ISHARES TR | $88.78万 | 0.11% | 1,359 | -2 | -0.1% | -$1,306 | 减仓 |
| GOOG | ALPHABET INC | $91.94万 | 0.11% | 3,205 | 37 | 1.2% | $1.06万 | 加仓 |
| TSLA | TESLA INC | $96.32万 | 0.12% | 2,591 | 410 | 18.8% | $15.24万 | 加仓 |
| ICSH | ISHARES TR | $97.48万 | 0.12% | 19,258 | 11,164 | 137.9% | $56.51万 | 加仓 |
| IVLU | ISHARES TR | $102.62万 | 0.13% | 25,863 | -2,774 | -9.7% | -$11.01万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $116.27万 | 0.14% | 16,209 | 1,650 | 11.3% | $11.84万 | 加仓 |
| CMF | ISHARES TR | $117.03万 | 0.15% | 20,582 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $123.12万 | 0.15% | 50,792 | 157 | 0.3% | $3,806 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $123.73万 | 0.15% | 37,551 | -2,262 | -5.7% | -$7.45万 | 减仓 |
| META | META PLATFORMS INC | $124.51万 | 0.15% | 2,176 | 25 | 1.2% | $1.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $126.58万 | 0.16% | 7,258 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $131.66万 | 0.16% | 30,267 | 624 | 2.1% | $2.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $147.50万 | 0.18% | 6,034 | 126 | 2.1% | $3.08万 | 加仓 |
| QUAL | ISHARES TR | $154.92万 | 0.19% | 8,077 | -161 | -2.0% | -$3.09万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $162.25万 | 0.20% | 14,452 | -1,484 | -9.3% | -$16.66万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $174.17万 | 0.22% | 19,689 | -363 | -1.8% | -$3.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $201.70万 | 0.25% | 9,379 | -1,432 | -13.2% | -$30.80万 | 减仓 |
| GLD | SPDR GOLD TR | $219.49万 | 0.27% | 5,101 | 218 | 4.5% | $9.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $234.45万 | 0.29% | 7,308 | -1,946 | -21.0% | -$62.43万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $238.90万 | 0.30% | 96,526 | -6,217 | -6.1% | -$15.39万 | 减仓 |
| INTC | INTEL CORP | $246.54万 | 0.31% | 55,867 | 778 | 1.4% | $3.43万 | 加仓 |
| IGSB | ISHARES TR | $249.96万 | 0.31% | 47,557 | -12,867 | -21.3% | -$67.63万 | 减仓 |
| SUB | ISHARES TR | $289.23万 | 0.36% | 27,157 | 554 | 2.1% | $5.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $320.29万 | 0.40% | 8,653 | 338 | 4.1% | $12.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $338.57万 | 0.42% | 62,640 | 2,154 | 3.6% | $11.64万 | 加仓 |