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 |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | $30.19万 | 0.04% | 1,052 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $29.79万 | 0.04% | 5,942 | 5,942 | — | $29.79万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $29.58万 | 0.04% | 9,642 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.14万 | 0.04% | 2,345 | 98 | 4.4% | $1.22万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $28.55万 | 0.04% | 2,486 | -301 | -10.8% | -$3.46万 | 减仓 |
| — | HONEYWELL INTL INC | $28.39万 | 0.04% | 1,256 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.39万 | 0.04% | 1,171 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $28.37万 | 0.04% | 325 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $26.84万 | 0.03% | 3,034 | 564 | 22.8% | $4.99万 | 加仓 |
| ECL | ECOLAB INC | $26.60万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $26.31万 | 0.03% | 9,034 | 9,034 | — | $26.31万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $26.12万 | 0.03% | 4,387 | -405 | -8.5% | -$2.41万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $25.52万 | 0.03% | 4,837 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $24.92万 | 0.03% | 2,782 | 15 | 0.5% | $1,344 | 加仓 |
| IBDW | ISHARES TR | $24.73万 | 0.03% | 11,815 | 90 | 0.8% | $1,884 | 加仓 |
| PFE | PFIZER INC | $24.60万 | 0.03% | 8,760 | -550 | -5.9% | -$1.54万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.31万 | 0.03% | 1,857 | 1,857 | — | $24.31万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $23.41万 | 0.03% | 9,326 | 0 | 0.0% | — | 不变 |
| — | TAYLOR DEVICES INC | $22.80万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $22.24万 | 0.03% | 1,153 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $22.15万 | 0.03% | 753 | 105 | 16.2% | $3.09万 | 加仓 |
| CSCO | CISCO SYS INC | $22.00万 | 0.03% | 2,836 | 153 | 5.7% | $1.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $20.89万 | 0.03% | 418 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $20.29万 | 0.03% | 745 | 20 | 2.8% | $5,448 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $20.06万 | 0.02% | 7,779 | 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 |
| — | RIVERVIEW BANCORP INC | $12.94万 | 0.02% | 23,534 | 0 | 0.0% | — | 不变 |
| 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 |