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 |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $8,974.70万 | 11.13% | 2,109,708 | 38,580 | 1.9% | $164.12万 | 加仓 |
| ITOT | ISHARES TR | $8,360.65万 | 10.37% | 587,001 | -102,577 | -14.9% | -$1,461.00万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $5,735.27万 | 7.11% | 2,184,031 | 139,251 | 6.8% | $365.67万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $5,723.53万 | 7.10% | 1,424,119 | 29,362 | 2.1% | $118.01万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,704.30万 | 5.83% | 593,452 | 80,645 | 15.7% | $639.27万 | 加仓 |
| IUSB | ISHARES TR | $4,501.32万 | 5.58% | 974,524 | 46,083 | 5.0% | $212.86万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $4,284.53万 | 5.31% | 875,644 | 24,272 | 2.9% | $118.76万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,884.71万 | 3.58% | 555,500 | 49,538 | 9.8% | $257.25万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $2,734.29万 | 3.39% | 825,821 | 825,821 | — | $2,734.29万 | 新建仓 |
| GOVT | ISHARES TR | $2,512.91万 | 3.12% | 1,096,862 | 23,660 | 2.2% | $54.21万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,380.69万 | 2.95% | 51,398 | -354 | -0.7% | -$16.40万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $2,192.50万 | 2.72% | 573,053 | 39,120 | 7.3% | $149.67万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,780.16万 | 2.21% | 492,437 | 474,430 | 2,634.7% | $1,715.06万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,775.48万 | 2.20% | 637,515 | 546,831 | 603.0% | $1,522.92万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,732.74万 | 2.15% | 775,621 | -107,805 | -12.2% | -$240.84万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,522.05万 | 1.89% | 482,119 | 15,283 | 3.3% | $48.25万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,465.89万 | 1.82% | 292,477 | -149 | -0.1% | -$7,468 | 减仓 |
| TLH | ISHARES TR | $1,292.69万 | 1.60% | 128,344 | -103,304 | -44.6% | -$1,040.48万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,112.38万 | 1.38% | 323,272 | 6,437 | 2.0% | $22.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,105.13万 | 1.37% | 172,461 | 3,606 | 2.1% | $23.11万 | 加仓 |
| AAPL | APPLE INC | $982.30万 | 1.22% | 38,705 | -96 | -0.2% | -$2.44万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $969.18万 | 1.20% | 298,854 | 84,221 | 39.2% | $273.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $781.31万 | 0.97% | 29,830 | 394 | 1.3% | $10.32万 | 加仓 |
| VO | VANGUARD INDEX FDS | $728.12万 | 0.90% | 25,354 | 938 | 3.8% | $26.94万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $614.53万 | 0.76% | 184,157 | -11,854 | -6.0% | -$39.56万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $586.16万 | 0.73% | 30,542 | -842 | -2.7% | -$16.16万 | 减仓 |
| MUB | ISHARES TR | $574.03万 | 0.71% | 54,077 | 7,437 | 15.9% | $78.94万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $547.13万 | 0.68% | 161,778 | -761,817 | -82.5% | -$2,576.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $484.14万 | 0.60% | 10,103 | -190 | -1.8% | -$9.10万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $343.75万 | 0.43% | 86,521 | -14,570 | -14.4% | -$57.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $338.57万 | 0.42% | 62,640 | 2,154 | 3.6% | $11.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $320.29万 | 0.40% | 8,653 | 338 | 4.1% | $12.51万 | 加仓 |
| SUB | ISHARES TR | $289.23万 | 0.36% | 27,157 | 554 | 2.1% | $5.90万 | 加仓 |
| IGSB | ISHARES TR | $249.96万 | 0.31% | 47,557 | -12,867 | -21.3% | -$67.63万 | 减仓 |
| INTC | INTEL CORP | $246.54万 | 0.31% | 55,867 | 778 | 1.4% | $3.43万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $238.90万 | 0.30% | 96,526 | -6,217 | -6.1% | -$15.39万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $234.45万 | 0.29% | 7,308 | -1,946 | -21.0% | -$62.43万 | 减仓 |
| GLD | SPDR GOLD TR | $219.49万 | 0.27% | 5,101 | 218 | 4.5% | $9.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $201.70万 | 0.25% | 9,379 | -1,432 | -13.2% | -$30.80万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $174.17万 | 0.22% | 19,689 | -363 | -1.8% | -$3.21万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $162.25万 | 0.20% | 14,452 | -1,484 | -9.3% | -$16.66万 | 减仓 |
| QUAL | ISHARES TR | $154.92万 | 0.19% | 8,077 | -161 | -2.0% | -$3.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $147.50万 | 0.18% | 6,034 | 126 | 2.1% | $3.08万 | 加仓 |
| EUSB | ISHARES TR | $131.66万 | 0.16% | 30,267 | 624 | 2.1% | $2.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $126.58万 | 0.16% | 7,258 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $124.51万 | 0.15% | 2,176 | 25 | 1.2% | $1.43万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $123.73万 | 0.15% | 37,551 | -2,262 | -5.7% | -$7.45万 | 减仓 |
| IBDR | ISHARES TR | $123.12万 | 0.15% | 50,792 | 157 | 0.3% | $3,806 | 加仓 |
| CMF | ISHARES TR | $117.03万 | 0.15% | 20,582 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $116.27万 | 0.14% | 16,209 | 1,650 | 11.3% | $11.84万 | 加仓 |
| IVLU | ISHARES TR | $102.62万 | 0.13% | 25,863 | -2,774 | -9.7% | -$11.01万 | 减仓 |
| ICSH | ISHARES TR | $97.48万 | 0.12% | 19,258 | 11,164 | 137.9% | $56.51万 | 加仓 |
| TSLA | TESLA INC | $96.32万 | 0.12% | 2,591 | 410 | 18.8% | $15.24万 | 加仓 |
| GOOG | ALPHABET INC | $91.94万 | 0.11% | 3,205 | 37 | 1.2% | $1.06万 | 加仓 |
| IVV | ISHARES TR | $88.78万 | 0.11% | 1,359 | -2 | -0.1% | -$1,306 | 减仓 |
| SHYG | ISHARES TR | $87.00万 | 0.11% | 20,563 | -1,140 | -5.3% | -$4.82万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $84.92万 | 0.11% | 16,667 | 16,667 | — | $84.92万 | 新建仓 |
| IBDS | ISHARES TR | $84.49万 | 0.10% | 34,856 | 242 | 0.7% | $5,866 | 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 |
| KLAC | KLA CORP | $81.72万 | 0.10% | 555 | 20 | 3.7% | $2.94万 | 加仓 |
| IWD | ISHARES TR | $78.16万 | 0.10% | 3,658 | -113 | -3.0% | -$2.41万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $70.03万 | 0.09% | 4,128 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $60.90万 | 0.08% | 12,029 | -24,368 | -67.0% | -$123.38万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $60.72万 | 0.08% | 12,170 | -9,678 | -44.3% | -$48.28万 | 减仓 |
| KR | KROGER CO | $60.67万 | 0.08% | 8,384 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.46万 | 0.07% | 2,903 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $59.33万 | 0.07% | 1,814 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $54.51万 | 0.07% | 4,498 | 23 | 0.5% | $2,787 | 加仓 |
| GOOGL | ALPHABET INC | $53.46万 | 0.07% | 1,859 | 81 | 4.6% | $2.33万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $53.00万 | 0.07% | 10,397 | -700 | -6.3% | -$3.57万 | 减仓 |
| IBDT | ISHARES TR | $52.57万 | 0.07% | 20,755 | 93 | 0.5% | $2,356 | 加仓 |
| SUSB | ISHARES TR | $50.85万 | 0.06% | 20,287 | 1,215 | 6.4% | $3.05万 | 加仓 |
| MRK | MERCK & CO INC | $50.74万 | 0.06% | 4,218 | -13 | -0.3% | -$1,564 | 减仓 |
| MCD | MCDONALDS CORP | $49.70万 | 0.06% | 1,599 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $47.88万 | 0.06% | 481 | 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 |
| ORCL | ORACLE CORP | $47.37万 | 0.06% | 3,220 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.53万 | 0.06% | 2,249 | 166 | 8.0% | $3.43万 | 加仓 |
| IJH | ISHARES TR | $44.36万 | 0.06% | 6,569 | 3 | 0.0% | $203 | 加仓 |
| WMB | WILLIAMS COS INC | $42.90万 | 0.05% | 5,894 | 316 | 5.7% | $2.30万 | 加仓 |
| KO | COCA COLA CO | $42.53万 | 0.05% | 5,593 | 4 | 0.1% | $304 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.44万 | 0.05% | 2,938 | -102 | -3.4% | -$1.47万 | 减仓 |
| AGG | ISHARES TR | $41.08万 | 0.05% | 4,138 | 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 |
| HD | HOME DEPOT INC | $36.87万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.72万 | 0.05% | 1,294 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $36.12万 | 0.04% | 13,304 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $36.10万 | 0.04% | 2,904 | -222 | -7.1% | -$2.76万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.34万 | 0.04% | 2,386 | 2 | 0.1% | $296 | 加仓 |
| CAT | CATERPILLAR INC | $35.00万 | 0.04% | 494 | -27 | -5.2% | -$1.91万 | 减仓 |
| NULV | NUSHARES ETF TR | $34.53万 | 0.04% | 7,590 | -2,217 | -22.6% | -$10.09万 | 减仓 |
| IBHF | ISHARES TR | $34.49万 | 0.04% | 15,027 | 64 | 0.4% | $1,469 | 加仓 |
| AVGO | BROADCOM INC | $34.32万 | 0.04% | 1,109 | 121 | 12.2% | $3.75万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $33.39万 | 0.04% | 4,223 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $32.87万 | 0.04% | 14,133 | 106 | 0.8% | $2,466 | 加仓 |
| IBDV | ISHARES TR | $31.89万 | 0.04% | 14,569 | 108 | 0.7% | $2,364 | 加仓 |
| INTU | INTUIT | $31.35万 | 0.04% | 725 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $30.35万 | 0.04% | 330 | 330 | — | $30.35万 | 新建仓 |