BRIGHTON JONES LLC
SEATTLE WA · SEC CIK 0001360798
$45.28亿2026Q1 申报市值
1,200持仓数
41.6%前十大占比 · 第一大 19.0%
272 / 0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
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AVGO 重新持有+$846.23万
2026Q1 卖出最多 按季末市值估算
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JEPI 减仓-$649.90万
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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 |
|---|---|---|---|---|---|---|---|---|
| MOH | MOLINA HEALTHCARE INC | $174.37万 | 0.04% | 13,081 | -67 | -0.5% | -$8,931 | 重新持有 |
| DVN | DEVON ENERGY CORP NEW | $175.28万 | 0.04% | 34,834 | -8,835 | -20.2% | -$44.46万 | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION | $176.26万 | 0.04% | 16,056 | 8,839 | 122.5% | $97.03万 | 重新持有 |
| MMM | 3M CO | $177.00万 | 0.04% | 12,188 | 608 | 5.3% | $8.83万 | 重新持有 |
| AA | ALCOA CORP | $177.21万 | 0.04% | 26,716 | 26,716 | — | $177.21万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $177.25万 | 0.04% | 24,123 | 24,123 | — | $177.25万 | 新建仓 |
| SO | SOUTHERN CO | $177.50万 | 0.04% | 18,390 | 3,610 | 24.4% | $34.84万 | 重新持有 |
| MDB | MONGODB INC | $179.16万 | 0.04% | 7,319 | 3,472 | 90.3% | $84.99万 | 重新持有 |
| EXEL | EXELIXIS INC | $179.64万 | 0.04% | 41,884 | 23,366 | 126.2% | $100.22万 | 重新持有 |
| MTZ | MASTEC INC | $180.27万 | 0.04% | 5,603 | -78 | -1.4% | -$2.51万 | 重新持有 |
| DVY | ISHARES TR | $183.71万 | 0.04% | 12,133 | 308 | 2.6% | $4.66万 | 重新持有 |
| SHOP | SHOPIFY INC | $183.96万 | 0.04% | 15,508 | 848 | 5.8% | $10.06万 | 重新持有 |
| EQIX | EQUINIX INC | $183.98万 | 0.04% | 1,877 | 1,124 | 149.3% | $110.17万 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $184.99万 | 0.04% | 3,120 | 1,618 | 107.7% | $95.94万 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $185.66万 | 0.04% | 27,294 | -542 | -1.9% | -$3.69万 | 重新持有 |
| IUSG | ISHARES TR | $185.95万 | 0.04% | 11,988 | -953 | -7.4% | -$14.78万 | 重新持有 |
| EMR | EMERSON ELEC CO | $186.78万 | 0.04% | 14,256 | 2,536 | 21.6% | $33.23万 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $187.51万 | 0.04% | 68,286 | 981 | 1.5% | $2.69万 | 重新持有 |
| VIS | VANGUARD WORLD FD | $187.74万 | 0.04% | 6,013 | 53 | 0.9% | $1.65万 | 重新持有 |
| KMX | CARMAX INC | $188.31万 | 0.04% | 45,288 | 36,092 | 392.5% | $150.07万 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $188.55万 | 0.04% | 5,699 | 758 | 15.3% | $25.08万 | 重新持有 |
| LITE | LUMENTUM HLDGS INC | $189.37万 | 0.04% | 2,695 | 2,695 | — | $189.37万 | 新建仓 |
| DOV | DOVER CORP | $192.23万 | 0.04% | 9,222 | 2,351 | 34.2% | $49.01万 | 重新持有 |
| OKE | ONEOK INC NEW | $192.80万 | 0.04% | 21,330 | 6,876 | 47.6% | $62.15万 | 重新持有 |
| VEEV | VEEVA SYS INC | $193.34万 | 0.04% | 11,006 | 2,217 | 25.2% | $38.95万 | 重新持有 |
| IAU | ISHARES GOLD TR | $194.32万 | 0.04% | 22,041 | 6,395 | 40.9% | $56.38万 | 重新持有 |
| HAL | HALLIBURTON CO | $194.61万 | 0.04% | 49,914 | 14,139 | 39.5% | $55.13万 | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $196.78万 | 0.04% | 61,475 | 40,834 | 197.8% | $130.71万 | 重新持有 |
| T | AT&T INC | $196.81万 | 0.04% | 67,887 | 2,821 | 4.3% | $8.18万 | 重新持有 |
| TTC | TORO CO | $197.37万 | 0.04% | 21,123 | 3,943 | 23.0% | $36.84万 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $200.20万 | 0.04% | 24,904 | 7,213 | 40.8% | $57.98万 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $200.88万 | 0.04% | 53,087 | 15,960 | 43.0% | $60.39万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $201.72万 | 0.04% | 5,310 | 3,006 | 130.5% | $114.19万 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $202.49万 | 0.04% | 9,874 | 3,525 | 55.5% | $72.29万 | 重新持有 |
| ALL | ALLSTATE CORP | $202.57万 | 0.04% | 9,770 | 1,524 | 18.5% | $31.60万 | 重新持有 |
| TGT | TARGET CORP | $203.35万 | 0.04% | 16,778 | 9,168 | 120.5% | $111.12万 | 重新持有 |
| DASH | DOORDASH INC | $203.52万 | 0.04% | 13,554 | -9,590 | -41.4% | -$144.00万 | 重新持有 |
| AON | AON PLC | $204.29万 | 0.05% | 6,329 | -940 | -12.9% | -$30.34万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $204.55万 | 0.05% | 8,902 | 1,876 | 26.7% | $43.11万 | 重新持有 |
| MTG | MGIC INVT CORP WIS | $205.35万 | 0.05% | 78,227 | 327 | 0.4% | $8,584 | 重新持有 |
| BURL | BURLINGTON STORES INC | $207.77万 | 0.05% | 6,385 | 6,385 | — | $207.77万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $209.99万 | 0.05% | 4,437 | 503 | 12.8% | $23.81万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $211.08万 | 0.05% | 4,038 | 514 | 14.6% | $26.87万 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $212.49万 | 0.05% | 42,593 | 30,613 | 255.5% | $152.73万 | 重新持有 |
| TSN | TYSON FOODS INC | $212.53万 | 0.05% | 33,172 | 13,848 | 71.7% | $88.72万 | 重新持有 |
| VHT | VANGUARD WORLD FD | $213.87万 | 0.05% | 7,853 | 2,034 | 35.0% | $55.40万 | 重新持有 |
| SIXA | EXCHANGE TRADED CONCEPTS TRU | $214.58万 | 0.05% | 41,209 | 0 | 0.0% | — | 重新持有 |
| TXT | TEXTRON INC | $214.65万 | 0.05% | 24,515 | 12,735 | 108.1% | $111.51万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $214.89万 | 0.05% | 35,833 | 18,170 | 102.9% | $108.97万 | 重新持有 |
| MKTX | MARKETAXESS HLDGS INC | $216.09万 | 0.05% | 13,098 | 10,086 | 334.9% | $166.40万 | 重新持有 |
| MEDP | MEDPACE HLDGS INC | $218.10万 | 0.05% | 4,542 | 482 | 11.9% | $23.15万 | 重新持有 |
| FIVE | FIVE BELOW INC | $218.83万 | 0.05% | 9,578 | 6,694 | 232.1% | $152.94万 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP | $220.95万 | 0.05% | 3,239 | -306 | -8.6% | -$20.87万 | 重新持有 |
| AFL | AFLAC INC | $222.74万 | 0.05% | 20,303 | 4,146 | 25.7% | $45.49万 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $223.79万 | 0.05% | 17,090 | 4,350 | 34.1% | $56.96万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $226.27万 | 0.05% | 67,481 | 23,296 | 52.7% | $78.11万 | 重新持有 |
| DOW | DOW HLDGS INC | $228.76万 | 0.05% | 54,925 | 54,925 | — | $228.76万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $229.53万 | 0.05% | 13,899 | 5,546 | 66.4% | $91.59万 | 重新持有 |
| NTRA | NATERA INC | $233.97万 | 0.05% | 11,699 | 3,144 | 36.8% | $62.88万 | 重新持有 |
| AEP | AMERICAN ELEC PWR CO INC | $234.68万 | 0.05% | 17,904 | 1,431 | 8.7% | $18.76万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $237.10万 | 0.05% | 11,669 | 1,706 | 17.1% | $34.66万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $237.37万 | 0.05% | 13,718 | -5,492 | -28.6% | -$95.03万 | 重新持有 |
| MO | ALTRIA GROUP INC | $238.29万 | 0.05% | 36,110 | -3,494 | -8.8% | -$23.06万 | 重新持有 |
| BWA | BORGWARNER INC | $238.57万 | 0.05% | 43,967 | 6,642 | 17.8% | $36.04万 | 重新持有 |
| MS | MORGAN STANLEY | $238.90万 | 0.05% | 14,517 | 1,806 | 14.2% | $29.72万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $239.25万 | 0.05% | 5,384 | 3,439 | 176.8% | $152.82万 | 重新持有 |
| SYY | SYSCO CORP | $240.11万 | 0.05% | 33,662 | -44,498 | -56.9% | -$317.41万 | 重新持有 |
| MLI | MUELLER INDS INC | $241.31万 | 0.05% | 21,779 | 11,135 | 104.6% | $123.37万 | 重新持有 |
| ILMN | ILLUMINA INC | $244.41万 | 0.05% | 19,829 | 3,799 | 23.7% | $46.83万 | 重新持有 |
| IXUS | ISHARES TR | $244.73万 | 0.05% | 28,247 | 583 | 2.1% | $5.05万 | 重新持有 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $248.62万 | 0.05% | 18,872 | 8,656 | 84.7% | $114.03万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $252.38万 | 0.06% | 18,108 | 474 | 2.7% | $6.61万 | 重新持有 |
| TPR | TAPESTRY INC | $253.17万 | 0.06% | 17,941 | -2,410 | -11.8% | -$34.01万 | 重新持有 |
| VZ | VERIZON COMMUNICATIONS INC | $255.80万 | 0.06% | 50,956 | 8,198 | 19.2% | $41.15万 | 重新持有 |
| SYK | STRYKER CORPORATION | $257.04万 | 0.06% | 7,823 | 3,014 | 62.7% | $99.03万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $261.51万 | 0.06% | 13,626 | 3,761 | 38.1% | $72.18万 | 重新持有 |
| AMLP | ALPS ETF TR | $261.97万 | 0.06% | 49,767 | 8,993 | 22.1% | $47.34万 | 重新持有 |
| SLDE | SLIDE INS HLDGS INC | $262.60万 | 0.06% | 145,887 | 145,887 | — | $262.60万 | 新建仓 |
| GLW | CORNING INC | $263.86万 | 0.06% | 19,406 | 1,829 | 10.4% | $24.87万 | 重新持有 |
| CI | THE CIGNA GROUP | $266.24万 | 0.06% | 9,981 | 6,200 | 164.0% | $165.39万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $269.57万 | 0.06% | 9,242 | 2,973 | 47.4% | $86.72万 | 重新持有 |
| IVE | ISHARES TR | $271.45万 | 0.06% | 12,856 | 40 | 0.3% | $8,446 | 重新持有 |
| DG | DOLLAR GEN CORP | $272.53万 | 0.06% | 22,954 | 15,366 | 202.5% | $182.44万 | 重新持有 |
| XLF | SELECT SECTOR SPDR TR | $273.75万 | 0.06% | 55,448 | 4,213 | 8.2% | $20.80万 | 重新持有 |
| IWS | ISHARES TR | $275.94万 | 0.06% | 18,934 | -1,665 | -8.1% | -$24.27万 | 重新持有 |
| DE | DEERE & CO | $277.96万 | 0.06% | 4,934 | 518 | 11.7% | $29.18万 | 重新持有 |
| MPC | MARATHON PETE CORP | $280.55万 | 0.06% | 11,489 | -17 | -0.1% | -$4,151 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $280.71万 | 0.06% | 21,122 | 11,739 | 125.1% | $156.01万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $283.67万 | 0.06% | 92,461 | 251 | 0.3% | $7,701 | 重新持有 |
| IWP | ISHARES TR | $284.51万 | 0.06% | 22,207 | 4,856 | 28.0% | $62.21万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $286.63万 | 0.06% | 7,342 | -434 | -5.6% | -$16.94万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $294.85万 | 0.07% | 46,988 | 18,429 | 64.5% | $115.64万 | 重新持有 |
| EME | EMCOR GROUP INC | $295.42万 | 0.07% | 4,001 | 1,992 | 99.2% | $147.08万 | 重新持有 |
| RSMC | TIDAL TRUST III | $299.73万 | 0.07% | 120,663 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $301.67万 | 0.07% | 6,756 | 2,063 | 44.0% | $92.12万 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $301.94万 | 0.07% | 34,040 | -893 | -2.6% | -$7.92万 | 重新持有 |
| IWO | ISHARES TR | $303.46万 | 0.07% | 9,670 | -805 | -7.7% | -$25.26万 | 重新持有 |
| LIN | LINDE PLC | $304.07万 | 0.07% | 6,133 | 488 | 8.6% | $24.19万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $304.45万 | 0.07% | 106,044 | -672 | -0.6% | -$1.93万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $305.60万 | 0.07% | 20,635 | 4,671 | 29.3% | $69.18万 | 重新持有 |