BRIGHTON JONES LLC
SEATTLE WA · SEC CIK 0001360798
$53.79亿2026Q2 申报市值
1,423持仓数
39.7%前十大占比 · 第一大 17.9%
294 / 71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
SGOV 加仓+$3,222.62万
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NVDA 加仓+$1,286.26万
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GOOG 加仓+$1,167.65万
2026Q2 卖出最多 按季末市值估算
AMZN 减仓-$2,178.43万
COMP 减仓-$679.63万
ABNB 减仓-$602.35万
SBUX 减仓-$586.72万
SNDK 减仓-$501.40万
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 |
|---|---|---|---|---|---|---|---|---|
| USFD | US FOODS HLDG CORP | $80.05万 | 0.01% | 7,828 | -2,268 | -22.5% | -$23.19万 | 减仓 |
| MGV | VANGUARD WORLD FD | $80.08万 | 0.01% | 4,899 | 192 | 4.1% | $3.14万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $80.17万 | 0.01% | 10,295 | 1,935 | 23.1% | $15.07万 | 加仓 |
| RWT | REDWOOD TRUST INC | $80.34万 | 0.01% | 169,499 | 55,125 | 48.2% | $26.13万 | 加仓 |
| ABM | ABM INDS INC | $80.35万 | 0.01% | 18,162 | 3,604 | 24.8% | $15.94万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $80.39万 | 0.01% | 7,504 | -499 | -6.2% | -$5.35万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $81.31万 | 0.02% | 13,261 | 32 | 0.2% | $1,962 | 加仓 |
| NRG | NRG ENERGY INC | $81.36万 | 0.02% | 5,570 | 1,505 | 37.0% | $21.98万 | 加仓 |
| EBAY | EBAY INC. | $81.75万 | 0.02% | 7,316 | 324 | 4.6% | $3.62万 | 加仓 |
| MORN | MORNINGSTAR INC | $81.90万 | 0.02% | 5,249 | 3,456 | 192.7% | $53.92万 | 加仓 |
| ATRO | ASTRONICS CORP | $81.94万 | 0.02% | 10,083 | 9 | 0.1% | $731 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $82.14万 | 0.02% | 9,526 | 17 | 0.2% | $1,466 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $82.19万 | 0.02% | 7,318 | 1,242 | 20.4% | $13.95万 | 加仓 |
| VMI | VALMONT INDS INC | $82.31万 | 0.02% | 1,425 | -39 | -2.7% | -$2.25万 | 减仓 |
| HPQ | HP INC | $83.00万 | 0.02% | 37,832 | 7,109 | 23.1% | $15.60万 | 加仓 |
| OVV | OVINTIV INC | $83.25万 | 0.02% | 15,813 | 152 | 1.0% | $8,003 | 加仓 |
| BE | BLOOM ENERGY CORP | $83.28万 | 0.02% | 2,751 | 456 | 19.9% | $13.80万 | 加仓 |
| AGG | ISHARES TR | $83.63万 | 0.02% | 8,449 | -784 | -8.5% | -$7.76万 | 减仓 |
| OGE | OGE ENERGY CORP | $83.67万 | 0.02% | 17,195 | 10,174 | 144.9% | $49.51万 | 加仓 |
| LEN | LENNAR CORP | $83.73万 | 0.02% | 9,253 | -727 | -7.3% | -$6.58万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $83.78万 | 0.02% | 19,403 | 7,792 | 67.1% | $33.65万 | 加仓 |
| EMBJ | EMBRAER S.A. | $84.31万 | 0.02% | 13,215 | -1,038 | -7.3% | -$6.62万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $84.42万 | 0.02% | 7,691 | 1,552 | 25.3% | $17.04万 | 加仓 |
| ENB | ENBRIDGE INC | $84.43万 | 0.02% | 15,575 | 5,450 | 53.8% | $29.54万 | 加仓 |
| AOA | ISHARES TR | $84.61万 | 0.02% | 8,669 | -71 | -0.8% | -$6,930 | 减仓 |
| HRB | BLOCK H & R INC | $85.17万 | 0.02% | 22,367 | 22,367 | — | $85.17万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $85.46万 | 0.02% | 3,471 | 199 | 6.1% | $4.90万 | 加仓 |
| TWLO | TWILIO INC | $85.55万 | 0.02% | 4,146 | -7,496 | -64.4% | -$154.68万 | 减仓 |
| SHEL | SHELL PLC | $85.61万 | 0.02% | 11,040 | 893 | 8.8% | $6.92万 | 加仓 |
| TXG | 10X GENOMICS INC | $85.70万 | 0.02% | 22,353 | -196 | -0.9% | -$7,515 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $85.96万 | 0.02% | 2,837 | -317 | -10.1% | -$9.60万 | 减仓 |
| RKLB | ROCKET LAB CORP | $86.57万 | 0.02% | 8,516 | 188 | 2.3% | $1.91万 | 加仓 |
| FAST | FASTENAL CO | $87.18万 | 0.02% | 18,151 | 619 | 3.5% | $2.97万 | 加仓 |
| STT | STATE STR CORP | $87.19万 | 0.02% | 5,141 | 2 | 0.0% | $339 | 加仓 |
| — | ACV AUCTIONS INC | $87.44万 | 0.02% | 121,614 | 31,278 | 34.6% | $22.49万 | 加仓 |
| IVLU | ISHARES TR | $87.57万 | 0.02% | 20,939 | -2,562 | -10.9% | -$10.71万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $87.70万 | 0.02% | 6,298 | -1,614 | -20.4% | -$22.47万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $87.77万 | 0.02% | 18,407 | -2,599 | -12.4% | -$12.39万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $88.29万 | 0.02% | 17,521 | 638 | 3.8% | $3.21万 | 加仓 |
| BBY | BEST BUY INC | $88.40万 | 0.02% | 11,650 | -12,030 | -50.8% | -$91.29万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $88.79万 | 0.02% | 3,970 | -63 | -1.6% | -$1.41万 | 减仓 |
| W | WAYFAIR INC | $88.81万 | 0.02% | 9,609 | 4,261 | 79.7% | $39.38万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $89.04万 | 0.02% | 22,439 | 1,663 | 8.0% | $6.60万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $89.17万 | 0.02% | 35,582 | 1,067 | 3.1% | $2.67万 | 加仓 |
| MSCI | MSCI INC | $89.88万 | 0.02% | 1,605 | -339 | -17.4% | -$18.98万 | 减仓 |
| ASH | ASHLAND INC | $89.93万 | 0.02% | 13,648 | -1,929 | -12.4% | -$12.71万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $90.06万 | 0.02% | 4,814 | -3,423 | -41.6% | -$64.04万 | 减仓 |
| GAP | GAP INC | $90.09万 | 0.02% | 48,230 | -3,828 | -7.4% | -$7.15万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $90.70万 | 0.02% | 12,110 | -168 | -1.4% | -$1.26万 | 减仓 |
| BRO | BROWN & BROWN INC | $90.73万 | 0.02% | 14,143 | 6,556 | 86.4% | $42.06万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $91.04万 | 0.02% | 11,047 | -374 | -3.3% | -$3.08万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $91.37万 | 0.02% | 47,293 | 793 | 1.7% | $1.53万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $91.48万 | 0.02% | 9,934 | -1,417 | -12.5% | -$13.05万 | 减仓 |
| ICLR | ICON PUB LTD CO | $91.55万 | 0.02% | 5,270 | 20 | 0.4% | $3,474 | 加仓 |
| BAFE | ADVISORS INNER CIRCLE FD III | $91.96万 | 0.02% | 31,535 | 31,535 | — | $91.96万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $92.70万 | 0.02% | 6,519 | 6,519 | — | $92.70万 | 新建仓 |
| KEY | KEYCORP | $92.72万 | 0.02% | 40,224 | -2,444 | -5.7% | -$5.63万 | 减仓 |
| LINE | LINEAGE INC | $92.75万 | 0.02% | 21,444 | 9,546 | 80.2% | $41.29万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $93.22万 | 0.02% | 11,767 | -502 | -4.1% | -$3.98万 | 减仓 |
| CGNX | COGNEX CORP | $93.46万 | 0.02% | 12,905 | -781 | -5.7% | -$5.66万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $93.49万 | 0.02% | 9,416 | -6,544 | -41.0% | -$64.98万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $94.15万 | 0.02% | 89,072 | 69,897 | 364.5% | $73.88万 | 加仓 |
| CRH | CRH PLC | $94.52万 | 0.02% | 8,833 | -3,446 | -28.1% | -$36.87万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $94.56万 | 0.02% | 684 | 61 | 9.8% | $8.43万 | 加仓 |
| MKC | MCCORMICK & CO INC | $94.91万 | 0.02% | 18,823 | 18,823 | — | $94.91万 | 新建仓 |
| COKE | COCA COLA CONS INC | $95.09万 | 0.02% | 4,981 | 483 | 10.7% | $9.22万 | 加仓 |
| D | DOMINION ENERGY INC | $95.28万 | 0.02% | 13,952 | -905 | -6.1% | -$6.18万 | 减仓 |
| KR | KROGER CO | $95.28万 | 0.02% | 17,158 | -13 | -0.1% | -$722 | 减仓 |
| — | ZEVIA PBC | $95.31万 | 0.02% | 584,709 | 584,709 | — | $95.31万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $95.49万 | 0.02% | 4,371 | -892 | -16.9% | -$19.49万 | 减仓 |
| POOL | POOL CORP | $95.74万 | 0.02% | 4,455 | 2,921 | 190.4% | $62.78万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $96.28万 | 0.02% | 6,240 | -131 | -2.1% | -$2.02万 | 减仓 |
| RY | ROYAL BK CDA | $96.56万 | 0.02% | 4,665 | 2,037 | 77.5% | $42.16万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $96.73万 | 0.02% | 21,106 | 362 | 1.7% | $1.66万 | 加仓 |
| USMV | ISHARES TR | $96.75万 | 0.02% | 10,030 | -5,405 | -35.0% | -$52.14万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $97.08万 | 0.02% | 18,401 | 2,227 | 13.8% | $11.75万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $97.13万 | 0.02% | 9,685 | 721 | 8.0% | $7.23万 | 加仓 |
| U | UNITY SOFTWARE INC | $97.55万 | 0.02% | 34,131 | 34,131 | — | $97.55万 | 新建仓 |
| LASR | NLIGHT INC | $97.61万 | 0.02% | 14,021 | -8,067 | -36.5% | -$56.16万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $97.95万 | 0.02% | 3,643 | 391 | 12.0% | $10.51万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $98.68万 | 0.02% | 17,246 | -10,533 | -37.9% | -$60.27万 | 减仓 |
| — | ELECTRONIC ARTS INC | $99.02万 | 0.02% | 4,830 | -716 | -12.9% | -$14.68万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $99.04万 | 0.02% | 9,218 | -3,441 | -27.2% | -$36.97万 | 减仓 |
| CSGP | COSTAR GROUP INC | $99.48万 | 0.02% | 35,127 | 23,632 | 205.6% | $66.93万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $99.57万 | 0.02% | 22,068 | -287 | -1.3% | -$1.29万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $99.81万 | 0.02% | 9,669 | 5,537 | 134.0% | $57.15万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $99.84万 | 0.02% | 5,843 | 5,843 | — | $99.84万 | 新建仓 |
| NVT | NVENT ELEC PLC | $100.06万 | 0.02% | 5,899 | 1,260 | 27.2% | $21.37万 | 加仓 |
| JBL | JABIL INC | $100.11万 | 0.02% | 2,597 | 420 | 19.3% | $16.19万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $100.31万 | 0.02% | 3,421 | 361 | 11.8% | $10.58万 | 加仓 |
| FRSH | FRESHWORKS INC | $100.51万 | 0.02% | 99,316 | 75,096 | 310.1% | $76.00万 | 加仓 |
| ECL | ECOLAB INC | $100.64万 | 0.02% | 3,612 | -1,658 | -31.5% | -$46.20万 | 减仓 |
| BALL | BALL CORP | $100.68万 | 0.02% | 16,135 | -1,818 | -10.1% | -$11.34万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $101.01万 | 0.02% | 5,989 | -7 | -0.1% | -$1,181 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $101.24万 | 0.02% | 16,605 | 10,269 | 162.1% | $62.61万 | 加仓 |
| COMP | COMPASS INC | $101.60万 | 0.02% | 82,402 | -551,193 | -87.0% | -$679.63万 | 减仓 |
| IJJ | ISHARES TR | $102.01万 | 0.02% | 6,905 | -38 | -0.5% | -$5,614 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $102.91万 | 0.02% | 4,839 | -1,435 | -22.9% | -$30.52万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $103.48万 | 0.02% | 7,079 | -83 | -1.2% | -$1.21万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $103.95万 | 0.02% | 13,500 | 2 | 0.0% | $154 | 加仓 |