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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.05亿 | 11.78% | 2,140,742 | 31,034 | 1.5% | $152.94万 | 加仓 |
| ITOT | ISHARES TR | $9,669.46万 | 10.79% | 588,632 | 1,631 | 0.3% | $26.79万 | 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 |
| 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 |
| IUSB | ISHARES TR | $4,731.81万 | 5.28% | 1,025,312 | 50,788 | 5.2% | $234.39万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,710.95万 | 5.26% | 892,902 | 17,258 | 2.0% | $91.05万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,710.55万 | 5.26% | 596,046 | 2,594 | 0.4% | $20.50万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $3,554.25万 | 3.97% | 679,070 | 123,570 | 22.2% | $646.77万 | 加仓 |
| GOVT | ISHARES TR | $3,198.27万 | 3.57% | 1,403,983 | 307,121 | 28.0% | $699.62万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $3,134.93万 | 3.50% | 861,481 | 35,660 | 4.3% | $129.77万 | 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 |
| FNDE | SCHWAB STRATEGIC TR | $2,368.93万 | 2.64% | 597,009 | 23,956 | 4.2% | $95.06万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,054.42万 | 2.29% | 660,586 | 23,071 | 3.6% | $71.75万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,870.25万 | 2.09% | 499,265 | 17,146 | 3.6% | $64.23万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,826.25万 | 2.04% | 529,195 | 36,758 | 7.5% | $126.85万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,491.24万 | 1.66% | 297,356 | 4,879 | 1.7% | $24.47万 | 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 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,299.74万 | 1.45% | 342,396 | 19,124 | 5.9% | $72.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,239.32万 | 1.38% | 173,940 | 1,479 | 0.9% | $10.54万 | 加仓 |
| AAPL | APPLE INC | $1,210.86万 | 1.35% | 41,846 | 3,141 | 8.1% | $90.89万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,170.34万 | 1.31% | 307,499 | 8,645 | 2.9% | $32.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,001.11万 | 1.12% | 33,027 | 3,197 | 10.7% | $96.91万 | 加仓 |
| VO | VANGUARD INDEX FDS | $925.95万 | 1.03% | 114,925 | 13,509 | 13.3% | $108.84万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $775.56万 | 0.87% | 183,217 | -940 | -0.5% | -$3.98万 | 减仓 |
| MUB | ISHARES TR | $686.95万 | 0.77% | 63,831 | 9,754 | 18.0% | $104.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $649.15万 | 0.72% | 30,509 | -33 | -0.1% | -$7,021 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $564.60万 | 0.63% | 153,507 | -8,271 | -5.1% | -$30.42万 | 减仓 |
| INTC | INTEL CORP | $553.85万 | 0.62% | 39,665 | -16,202 | -29.0% | -$226.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $483.03万 | 0.54% | 9,653 | -450 | -4.5% | -$22.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $377.45万 | 0.42% | 63,235 | 595 | 0.9% | $3.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $333.19万 | 0.37% | 8,932 | 279 | 3.2% | $10.41万 | 加仓 |
| SUB | ISHARES TR | $316.01万 | 0.35% | 29,680 | 2,523 | 9.3% | $26.86万 | 加仓 |
| TFLO | ISHARES TR | $281.83万 | 0.31% | 55,665 | 43,636 | 362.8% | $220.93万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $269.67万 | 0.30% | 97,355 | 829 | 0.9% | $2.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $267.30万 | 0.30% | 7,223 | -85 | -1.2% | -$3.15万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $232.29万 | 0.26% | 58,851 | -27,670 | -32.0% | -$109.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $218.53万 | 0.24% | 9,236 | -143 | -1.5% | -$3.38万 | 减仓 |
| GLD | SPDR GOLD TR | $187.47万 | 0.21% | 5,089 | -12 | -0.2% | -$4,421 | 减仓 |
| NVDA | NVIDIA CORPORATION | $187.07万 | 0.21% | 9,349 | 2,091 | 28.8% | $41.84万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $186.62万 | 0.21% | 14,112 | -340 | -2.4% | -$4.50万 | 减仓 |
| QUAL | ISHARES TR | $176.70万 | 0.20% | 8,053 | -24 | -0.3% | -$5,266 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $172.81万 | 0.19% | 18,506 | -1,183 | -6.0% | -$11.05万 | 减仓 |
| ICSH | ISHARES TR | $172.65万 | 0.19% | 34,133 | 14,875 | 77.2% | $75.24万 | 加仓 |
| IGSB | ISHARES TR | $158.10万 | 0.18% | 30,167 | -17,390 | -36.6% | -$91.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $157.78万 | 0.18% | 6,212 | 178 | 2.9% | $4.52万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $136.87万 | 0.15% | 37,747 | 196 | 0.5% | $7,107 | 加仓 |
| EUSB | ISHARES TR | $136.82万 | 0.15% | 31,489 | 1,222 | 4.0% | $5.31万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $131.13万 | 0.15% | 15,925 | -284 | -1.8% | -$2.34万 | 减仓 |
| IBDR | ISHARES TR | $123.41万 | 0.14% | 50,931 | 139 | 0.3% | $3,368 | 加仓 |
| META | META PLATFORMS INC | $122.30万 | 0.14% | 2,171 | -5 | -0.2% | -$2,817 | 减仓 |
| VV | VANGUARD INDEX FDS | $120.40万 | 0.13% | 3,501 | 3,501 | — | $120.40万 | 新建仓 |
| CMF | ISHARES TR | $118.63万 | 0.13% | 20,582 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $115.72万 | 0.13% | 3,275 | 70 | 2.2% | $2.47万 | 加仓 |
| TSLA | TESLA INC | $110.20万 | 0.12% | 2,620 | 29 | 1.1% | $1.22万 | 加仓 |
| IVV | ISHARES TR | $108.23万 | 0.12% | 1,445 | 86 | 6.3% | $6.44万 | 加仓 |
| IVLU | ISHARES TR | $106.60万 | 0.12% | 25,491 | -372 | -1.4% | -$1.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.07万 | 0.11% | 1,273 | -6 | -0.5% | -$4,481 | 减仓 |
| IWD | ISHARES TR | $88.77万 | 0.10% | 3,662 | 4 | 0.1% | $970 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $88.04万 | 0.10% | 17,116 | 449 | 2.7% | $2.31万 | 加仓 |
| IBDS | ISHARES TR | $85.06万 | 0.09% | 35,119 | 263 | 0.8% | $6,370 | 加仓 |
| SHYG | ISHARES TR | $76.61万 | 0.09% | 18,065 | -2,498 | -12.1% | -$10.59万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $72.38万 | 0.08% | 3,037 | 134 | 4.6% | $3.19万 | 加仓 |
| GOOGL | ALPHABET INC | $69.40万 | 0.08% | 1,942 | 83 | 4.5% | $2.97万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $67.34万 | 0.08% | 1,817 | 3 | 0.2% | $1,112 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $65.34万 | 0.07% | 12,919 | 749 | 6.2% | $3.79万 | 加仓 |
| DSI | ISHARES TR | $63.76万 | 0.07% | 4,478 | -20 | -0.4% | -$2,848 | 减仓 |
| SUSB | ISHARES TR | $59.71万 | 0.07% | 23,895 | 3,608 | 17.8% | $9.02万 | 加仓 |
| MRK | MERCK & CO INC | $54.60万 | 0.06% | 4,249 | 31 | 0.7% | $3,984 | 加仓 |
| — | EXXON MOBIL CORP | $52.80万 | 0.06% | 3,862 | -266 | -6.4% | -$3.64万 | 减仓 |
| IBDT | ISHARES TR | $52.68万 | 0.06% | 20,865 | 110 | 0.5% | $2,777 | 加仓 |
| CAT | CATERPILLAR INC | $52.39万 | 0.06% | 492 | -2 | -0.4% | -$2,130 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $48.82万 | 0.05% | 3,111 | 3,111 | — | $48.82万 | 新建仓 |
| GE | GE AEROSPACE | $48.82万 | 0.05% | 1,306 | 12 | 0.9% | $4,485 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $48.18万 | 0.05% | 9,448 | -949 | -9.1% | -$4.84万 | 减仓 |
| IJH | ISHARES TR | $48.09万 | 0.05% | 6,237 | -332 | -5.1% | -$2.56万 | 减仓 |
| ORCL | ORACLE CORP | $47.19万 | 0.05% | 3,220 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $46.55万 | 0.05% | 8,383 | -1 | -0.0% | -$56 | 减仓 |
| KO | COCA COLA CO | $45.03万 | 0.05% | 5,541 | -52 | -0.9% | -$4,226 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.95万 | 0.05% | 481 | 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 |
| MCD | MCDONALDS CORP | $43.22万 | 0.05% | 1,599 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $43.08万 | 0.05% | 2,938 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $42.95万 | 0.05% | 594 | 594 | — | $42.95万 | 新建仓 |
| IJR | ISHARES TR | $41.82万 | 0.05% | 2,820 | -84 | -2.9% | -$1.25万 | 减仓 |
| WMB | WILLIAMS COS INC | $41.62万 | 0.05% | 5,599 | -295 | -5.0% | -$2.19万 | 减仓 |
| HYD | VANECK ETF TRUST | $41.35万 | 0.05% | 8,027 | 2,085 | 35.1% | $10.74万 | 加仓 |
| AGG | ISHARES TR | $40.96万 | 0.05% | 4,138 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $40.90万 | 0.05% | 341 | 11 | 3.3% | $1.32万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $40.08万 | 0.04% | 7,912 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $39.66万 | 0.04% | 577 | 577 | — | $39.66万 | 新建仓 |
| HD | HOME DEPOT INC | $39.54万 | 0.04% | 1,121 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $38.54万 | 0.04% | 328 | 3 | 0.9% | $3,525 | 加仓 |
| SPTM | SPDR SERIES TRUST | $38.34万 | 0.04% | 4,223 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $37.92万 | 0.04% | 515 | 515 | — | $37.92万 | 新建仓 |
| NULV | NUSHARES ETF TR | $37.82万 | 0.04% | 7,565 | -25 | -0.3% | -$1,250 | 减仓 |
| TLH | ISHARES TR | $36.96万 | 0.04% | 3,683 | -124,661 | -97.1% | -$1,250.97万 | 减仓 |
| AVGO | BROADCOM INC | $36.72万 | 0.04% | 972 | -137 | -12.4% | -$5.18万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $36.55万 | 0.04% | 13,304 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $35.33万 | 0.04% | 2,838 | -1,510 | -34.7% | -$18.80万 | 减仓 |