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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $0 | 0.00% | 0 | -5,550 | -100.0% | -$81.72万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -725 | -100.0% | -$31.35万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,256 | -100.0% | -$28.39万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -3,034 | -100.0% | -$26.84万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,034 | -100.0% | -$26.31万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,857 | -100.0% | -$24.31万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -745 | -100.0% | -$20.29万 | 清仓 |
| — | RIVERVIEW BANCORP INC | $12.78万 | 0.01% | 23,534 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $17.36万 | 0.02% | 18,140 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $20.02万 | 0.02% | 7,779 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $20.02万 | 0.02% | 4,033 | 4,033 | — | $20.02万 | 新建仓 |
| ESML | ISHARES TR | $20.05万 | 0.02% | 3,585 | 3,585 | — | $20.05万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $20.26万 | 0.02% | 8,846 | 8,846 | — | $20.26万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.43万 | 0.02% | 177 | 177 | — | $20.43万 | 新建仓 |
| PFE | PFIZER INC | $21.31万 | 0.02% | 8,851 | 91 | 1.0% | $2,191 | 加仓 |
| MA | MASTERCARD INCORPORATED | $21.47万 | 0.02% | 418 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $21.97万 | 0.02% | 2,150 | -632 | -22.7% | -$6.46万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $22.02万 | 0.02% | 3,733 | -654 | -14.9% | -$3.86万 | 减仓 |
| RTX | RTX CORPORATION | $22.16万 | 0.02% | 1,168 | 15 | 1.3% | $2,846 | 加仓 |
| — | TAYLOR DEVICES INC | $23.47万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $24.83万 | 0.03% | 11,913 | 98 | 0.8% | $2,042 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $25.07万 | 0.03% | 4,837 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $25.20万 | 0.03% | 696 | 696 | — | $25.20万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $25.44万 | 0.03% | 2,128 | 2,128 | — | $25.44万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $25.83万 | 0.03% | 789 | 36 | 4.8% | $1.18万 | 加仓 |
| WMT | WALMART INC | $26.20万 | 0.03% | 2,313 | -32 | -1.4% | -$3,624 | 减仓 |
| ECL | ECOLAB INC | $27.86万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $28.17万 | 0.03% | 9,726 | 400 | 4.3% | $1.16万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.57万 | 0.03% | 9,642 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $31.48万 | 0.04% | 1,899 | -350 | -15.6% | -$5.80万 | 减仓 |
| IBDV | ISHARES TR | $32.04万 | 0.04% | 14,695 | 126 | 0.9% | $2,747 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.94万 | 0.04% | 1,171 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $33.02万 | 0.04% | 14,259 | 126 | 0.9% | $2,918 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $33.09万 | 0.04% | 1,052 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $33.19万 | 0.04% | 2,413 | -73 | -2.9% | -$1.00万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.44万 | 0.04% | 2,116 | -270 | -11.3% | -$4.27万 | 减仓 |
| CSCO | CISCO SYS INC | $33.95万 | 0.04% | 2,891 | 55 | 1.9% | $6,459 | 加仓 |
| IBHF | ISHARES TR | $34.25万 | 0.04% | 15,121 | 94 | 0.6% | $2,129 | 加仓 |
| IXG | ISHARES TR | $35.33万 | 0.04% | 2,838 | -1,510 | -34.7% | -$18.80万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $36.55万 | 0.04% | 13,304 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $36.72万 | 0.04% | 972 | -137 | -12.4% | -$5.18万 | 减仓 |
| TLH | ISHARES TR | $36.96万 | 0.04% | 3,683 | -124,661 | -97.1% | -$1,250.97万 | 减仓 |
| NULV | NUSHARES ETF TR | $37.82万 | 0.04% | 7,565 | -25 | -0.3% | -$1,250 | 减仓 |
| QQQ | INVESCO QQQ TR | $37.92万 | 0.04% | 515 | 515 | — | $37.92万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $38.34万 | 0.04% | 4,223 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $38.54万 | 0.04% | 328 | 3 | 0.9% | $3,525 | 加仓 |
| HD | HOME DEPOT INC | $39.54万 | 0.04% | 1,121 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $39.66万 | 0.04% | 577 | 577 | — | $39.66万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $40.08万 | 0.04% | 7,912 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $40.90万 | 0.05% | 341 | 11 | 3.3% | $1.32万 | 加仓 |
| AGG | ISHARES TR | $40.96万 | 0.05% | 4,138 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $41.35万 | 0.05% | 8,027 | 2,085 | 35.1% | $10.74万 | 加仓 |
| WMB | WILLIAMS COS INC | $41.62万 | 0.05% | 5,599 | -295 | -5.0% | -$2.19万 | 减仓 |
| IJR | ISHARES TR | $41.82万 | 0.05% | 2,820 | -84 | -2.9% | -$1.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.95万 | 0.05% | 594 | 594 | — | $42.95万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $43.08万 | 0.05% | 2,938 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.22万 | 0.05% | 1,599 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $44.58万 | 0.05% | 2,000 | -83 | -4.0% | -$1.85万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.95万 | 0.05% | 481 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $45.03万 | 0.05% | 5,541 | -52 | -0.9% | -$4,226 | 减仓 |
| KR | KROGER CO | $46.55万 | 0.05% | 8,383 | -1 | -0.0% | -$56 | 减仓 |
| ORCL | ORACLE CORP | $47.19万 | 0.05% | 3,220 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $48.09万 | 0.05% | 6,237 | -332 | -5.1% | -$2.56万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $48.18万 | 0.05% | 9,448 | -949 | -9.1% | -$4.84万 | 减仓 |
| GE | GE AEROSPACE | $48.82万 | 0.05% | 1,306 | 12 | 0.9% | $4,485 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $48.82万 | 0.05% | 3,111 | 3,111 | — | $48.82万 | 新建仓 |
| CAT | CATERPILLAR INC | $52.39万 | 0.06% | 492 | -2 | -0.4% | -$2,130 | 减仓 |
| IBDT | ISHARES TR | $52.68万 | 0.06% | 20,865 | 110 | 0.5% | $2,777 | 加仓 |
| — | EXXON MOBIL CORP | $52.80万 | 0.06% | 3,862 | -266 | -6.4% | -$3.64万 | 减仓 |
| MRK | MERCK & CO INC | $54.60万 | 0.06% | 4,249 | 31 | 0.7% | $3,984 | 加仓 |
| SUSB | ISHARES TR | $59.71万 | 0.07% | 23,895 | 3,608 | 17.8% | $9.02万 | 加仓 |
| DSI | ISHARES TR | $63.76万 | 0.07% | 4,478 | -20 | -0.4% | -$2,848 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $65.34万 | 0.07% | 12,919 | 749 | 6.2% | $3.79万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $67.34万 | 0.08% | 1,817 | 3 | 0.2% | $1,112 | 加仓 |
| GOOGL | ALPHABET INC | $69.40万 | 0.08% | 1,942 | 83 | 4.5% | $2.97万 | 加仓 |
| AMZN | AMAZON COM INC | $72.38万 | 0.08% | 3,037 | 134 | 4.6% | $3.19万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $76.61万 | 0.09% | 18,065 | -2,498 | -12.1% | -$10.59万 | 减仓 |
| IBDS | ISHARES TR | $85.06万 | 0.09% | 35,119 | 263 | 0.8% | $6,370 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $88.04万 | 0.10% | 17,116 | 449 | 2.7% | $2.31万 | 加仓 |
| IWD | ISHARES TR | $88.77万 | 0.10% | 3,662 | 4 | 0.1% | $970 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.07万 | 0.11% | 1,273 | -6 | -0.5% | -$4,481 | 减仓 |
| IVLU | ISHARES TR | $106.60万 | 0.12% | 25,491 | -372 | -1.4% | -$1.56万 | 减仓 |
| IVV | ISHARES TR | $108.23万 | 0.12% | 1,445 | 86 | 6.3% | $6.44万 | 加仓 |
| TSLA | TESLA INC | $110.20万 | 0.12% | 2,620 | 29 | 1.1% | $1.22万 | 加仓 |
| GOOG | ALPHABET INC | $115.72万 | 0.13% | 3,275 | 70 | 2.2% | $2.47万 | 加仓 |
| CMF | ISHARES TR | $118.63万 | 0.13% | 20,582 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $120.40万 | 0.13% | 3,501 | 3,501 | — | $120.40万 | 新建仓 |
| META | META PLATFORMS INC | $122.30万 | 0.14% | 2,171 | -5 | -0.2% | -$2,817 | 减仓 |
| IBDR | ISHARES TR | $123.41万 | 0.14% | 50,931 | 139 | 0.3% | $3,368 | 加仓 |
| VSGX | VANGUARD WORLD FD | $131.13万 | 0.15% | 15,925 | -284 | -1.8% | -$2.34万 | 减仓 |
| EUSB | ISHARES TR | $136.82万 | 0.15% | 31,489 | 1,222 | 4.0% | $5.31万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $136.87万 | 0.15% | 37,747 | 196 | 0.5% | $7,107 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $157.78万 | 0.18% | 6,212 | 178 | 2.9% | $4.52万 | 加仓 |
| IGSB | ISHARES TR | $158.10万 | 0.18% | 30,167 | -17,390 | -36.6% | -$91.14万 | 减仓 |
| ICSH | ISHARES TR | $172.65万 | 0.19% | 34,133 | 14,875 | 77.2% | $75.24万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $172.81万 | 0.19% | 18,506 | -1,183 | -6.0% | -$11.05万 | 减仓 |
| QUAL | ISHARES TR | $176.70万 | 0.20% | 8,053 | -24 | -0.3% | -$5,266 | 减仓 |
| ESGV | VANGUARD WORLD FD | $186.62万 | 0.21% | 14,112 | -340 | -2.4% | -$4.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $187.07万 | 0.21% | 9,349 | 2,091 | 28.8% | $41.84万 | 加仓 |