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
MSFT 加仓+$3,904.22万
AMZN 加仓+$2,716.11万
NVDA 加仓+$2,572.01万
DIMENSIONAL ETF 加仓+$1,091.56万
AVGO 重新持有+$846.23万
2026Q1 卖出最多 按季末市值估算
PFE 减仓-$828.14万
JEPI 减仓-$649.90万
DIMENSIONAL ETF 减仓-$464.91万
TSLA 重新持有-$364.32万
SYY 重新持有-$317.41万
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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC | $306.11万 | 0.07% | 31,115 | 14,580 | 88.2% | $143.44万 | 重新持有 |
| MCK | MCKESSON CORP | $308.26万 | 0.07% | 3,562 | 589 | 19.8% | $50.97万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $311.02万 | 0.07% | 6,327 | 1,264 | 25.0% | $62.13万 | 重新持有 |
| QUAL | ISHARES TR | $312.70万 | 0.07% | 16,303 | 2,151 | 15.2% | $41.26万 | 重新持有 |
| ACWI | ISHARES TR | $313.96万 | 0.07% | 22,690 | 2,430 | 12.0% | $33.62万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $314.51万 | 0.07% | 37,562 | 15,076 | 67.0% | $126.23万 | 重新持有 |
| UNP | UNION PAC CORP | $314.81万 | 0.07% | 12,975 | 2,864 | 28.3% | $69.49万 | 重新持有 |
| DAL | DELTA AIR LINES INC | $323.65万 | 0.07% | 48,684 | 12,175 | 33.3% | $80.94万 | 重新持有 |
| APH | AMPHENOL CORP | $328.28万 | 0.07% | 25,981 | 2,895 | 12.5% | $36.58万 | 重新持有 |
| SDY | SPDR SERIES TRUST | $329.09万 | 0.07% | 22,550 | 1,597 | 7.6% | $23.31万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $329.88万 | 0.07% | 14,287 | -2,024 | -12.4% | -$46.73万 | 重新持有 |
| BLK | BLACKROCK INC | $331.53万 | 0.07% | 3,447 | 1,852 | 116.1% | $178.12万 | 重新持有 |
| FTNT | FORTINET INC | $332.98万 | 0.07% | 40,746 | 26,299 | 182.0% | $214.92万 | 重新持有 |
| CIEN | CIENA CORP | $335.70万 | 0.07% | 8,647 | 945 | 12.3% | $36.69万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $338.88万 | 0.07% | 8,132 | -349 | -4.1% | -$14.54万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $342.36万 | 0.08% | 17,635 | 1,004 | 6.0% | $19.49万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $344.17万 | 0.08% | 37,055 | 6,504 | 21.3% | $60.41万 | 重新持有 |
| ADBE | ADOBE INC | $344.95万 | 0.08% | 14,191 | -903 | -6.0% | -$21.95万 | 重新持有 |
| KO | COCA COLA CO | $347.79万 | 0.08% | 45,730 | 5,237 | 12.9% | $39.83万 | 重新持有 |
| DFSE | DIMENSIONAL ETF TRUST | $347.97万 | 0.08% | 82,127 | 9,246 | 12.7% | $39.18万 | 重新持有 |
| USB | US BANCORP | $348.96万 | 0.08% | 67,095 | 11,361 | 20.4% | $59.09万 | 重新持有 |
| CRCL | CIRCLE INTERNET GROUP INC | $351.78万 | 0.08% | 36,870 | 36,870 | — | $351.78万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $352.33万 | 0.08% | 5,050 | 1,922 | 61.4% | $134.10万 | 重新持有 |
| VB | VANGUARD INDEX FDS | $357.53万 | 0.08% | 13,650 | 725 | 5.6% | $18.99万 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $358.66万 | 0.08% | 20,678 | 8,559 | 70.6% | $148.46万 | 重新持有 |
| TQQQ | PROSHARES TR | $358.92万 | 0.08% | 86,114 | 81,120 | 1,624.3% | $338.11万 | 重新持有 |
| WRD | WERIDE INC | $359.78万 | 0.08% | 444,723 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $369.15万 | 0.08% | 6,861 | 1,717 | 33.4% | $92.38万 | 重新持有 |
| TER | TERADYNE INC | $370.11万 | 0.08% | 12,484 | 6,133 | 96.6% | $181.82万 | 重新持有 |
| DFSI | DIMENSIONAL ETF TRUST | $371.59万 | 0.08% | 87,640 | 17,145 | 24.3% | $72.69万 | 重新持有 |
| INTU | INTUIT | $373.93万 | 0.08% | 8,648 | 4,454 | 106.2% | $192.59万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $379.00万 | 0.08% | 19,114 | -322 | -1.7% | -$6.38万 | 重新持有 |
| INCY | INCYTE CORP | $379.78万 | 0.08% | 40,351 | 2,388 | 6.3% | $22.48万 | 重新持有 |
| PSX | PHILLIPS 66 | $384.57万 | 0.08% | 21,109 | 8,713 | 70.3% | $158.74万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $384.62万 | 0.08% | 15,349 | 5,429 | 54.7% | $136.04万 | 重新持有 |
| VOT | VANGUARD INDEX FDS | $385.46万 | 0.09% | 14,978 | 3,111 | 26.2% | $80.06万 | 重新持有 |
| COP | CONOCOPHILLIPS | $386.80万 | 0.09% | 29,303 | 5,551 | 23.4% | $73.27万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $392.94万 | 0.09% | 4,645 | 673 | 16.9% | $56.93万 | 重新持有 |
| PFE | PFIZER INC | $394.71万 | 0.09% | 140,565 | -294,922 | -67.7% | -$828.14万 | 减仓 |
| MCD | MCDONALDS CORP | $401.13万 | 0.09% | 12,907 | 1,759 | 15.8% | $54.67万 | 重新持有 |
| QCOM | QUALCOMM INC | $402.16万 | 0.09% | 31,228 | 2,483 | 8.6% | $31.98万 | 重新持有 |
| JBHT | HUNT J B TRANS SVCS INC | $405.62万 | 0.09% | 19,142 | 6,786 | 54.9% | $143.80万 | 重新持有 |
| BKNG | BOOKING HOLDINGS INC | $407.05万 | 0.09% | 967 | 520 | 116.3% | $218.89万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $412.12万 | 0.09% | 8,940 | 4,080 | 84.0% | $188.08万 | 重新持有 |
| DIS | DISNEY WALT CO | $413.06万 | 0.09% | 42,858 | 12,887 | 43.0% | $124.20万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $415.19万 | 0.09% | 52,951 | 45,373 | 598.7% | $355.77万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP | $416.49万 | 0.09% | 44,317 | 8,600 | 24.1% | $80.82万 | 重新持有 |
| RSG | REPUBLIC SVCS INC | $416.95万 | 0.09% | 19,037 | -997 | -5.0% | -$21.84万 | 重新持有 |
| IEMG | ISHARES INC | $419.40万 | 0.09% | 60,129 | 16,061 | 36.4% | $112.03万 | 重新持有 |
| VBIL | VANGUARD INSTL INDEX FD | $419.60万 | 0.09% | 55,466 | 55,466 | — | $419.60万 | 新建仓 |
| CNC | CENTENE CORP DEL | $424.16万 | 0.09% | 129,555 | -9,987 | -7.2% | -$32.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $431.09万 | 0.10% | 12,560 | 3,483 | 38.4% | $119.55万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $433.39万 | 0.10% | 14,328 | 1,677 | 13.3% | $50.73万 | 重新持有 |
| DHR | DANAHER CORP DEL | $434.46万 | 0.10% | 22,915 | 11,244 | 96.3% | $213.18万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $436.04万 | 0.10% | 74,182 | 39,098 | 111.4% | $229.82万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $438.09万 | 0.10% | 8,768 | -200 | -2.2% | -$9.99万 | 重新持有 |
| VOE | VANGUARD INDEX FDS | $443.72万 | 0.10% | 24,078 | 493 | 2.1% | $9.09万 | 重新持有 |
| VWO | VANGUARD INTL EQUITY INDEX F | $444.98万 | 0.10% | 82,327 | 76 | 0.1% | $4,108 | 重新持有 |
| SPGI | S&P GLOBAL INC | $445.13万 | 0.10% | 10,465 | 6,395 | 157.1% | $272.01万 | 重新持有 |
| IJR | ISHARES TR | $448.97万 | 0.10% | 36,117 | 2,176 | 6.4% | $27.05万 | 重新持有 |
| NOW | SERVICENOW INC | $449.03万 | 0.10% | 42,949 | 40,047 | 1,380.0% | $418.69万 | 重新持有 |
| PM | PHILIP MORRIS INTL INC | $455.78万 | 0.10% | 27,566 | -4,081 | -12.9% | -$67.48万 | 重新持有 |
| VBK | VANGUARD INDEX FDS | $456.60万 | 0.10% | 15,107 | 726 | 5.0% | $21.94万 | 重新持有 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $456.70万 | 0.10% | 318,924 | 7,584 | 2.4% | $10.86万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $459.52万 | 0.10% | 21,152 | -17 | -0.1% | -$3,693 | 重新持有 |
| COMP | COMPASS INC | $463.16万 | 0.10% | 633,595 | 5,549 | 0.9% | $4.06万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $473.73万 | 0.10% | 6,131 | 3,225 | 111.0% | $249.19万 | 重新持有 |
| RTX | RTX CORPORATION | $475.10万 | 0.10% | 24,629 | 5,290 | 27.4% | $102.05万 | 重新持有 |
| SNDK | SANDISK CORP | $477.99万 | 0.11% | 7,523 | -1,292 | -14.7% | -$82.09万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $478.03万 | 0.11% | 193,142 | 8,873 | 4.8% | $21.96万 | 加仓 |
| C | CITIGROUP INC | $481.07万 | 0.11% | 42,419 | 8,508 | 25.1% | $96.49万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $487.42万 | 0.11% | 12,442 | -1,900 | -13.2% | -$74.43万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $488.54万 | 0.11% | 23,477 | 259 | 1.1% | $5.39万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $501.63万 | 0.11% | 27,497 | 5,071 | 22.6% | $92.51万 | 重新持有 |
| CHWY | CHEWY INC | $503.84万 | 0.11% | 186,606 | 148,741 | 392.8% | $401.60万 | 重新持有 |
| — | AIRO GROUP HLDGS INC | $518.81万 | 0.11% | 682,191 | 682,191 | — | $518.81万 | 新建仓 |
| NEM | NEWMONT CORP | $526.61万 | 0.12% | 48,647 | 19,480 | 66.8% | $210.87万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $531.48万 | 0.12% | 15,550 | 2,195 | 16.4% | $75.02万 | 重新持有 |
| FSBC | FIVE STAR BANCORP | $536.04万 | 0.12% | 142,111 | 4 | 0.0% | $151 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $543.38万 | 0.12% | 11,731 | 1,099 | 10.3% | $50.91万 | 重新持有 |
| RELY | REMITLY GLOBAL INC | $545.49万 | 0.12% | 348,109 | 10,587 | 3.1% | $16.59万 | 加仓 |
| — | HONEYWELL INTL INC | $546.48万 | 0.12% | 24,177 | 5,092 | 26.7% | $115.10万 | 重新持有 |
| TJX | TJX COS INC NEW | $554.53万 | 0.12% | 34,723 | 14,696 | 73.4% | $234.70万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $554.78万 | 0.12% | 216,373 | -6,232 | -2.8% | -$15.98万 | 减仓 |
| IEFA | ISHARES TR | $555.57万 | 0.12% | 61,368 | 10,838 | 21.4% | $98.12万 | 重新持有 |
| RDDT | REDDIT INC | $561.22万 | 0.12% | 41,680 | -6,394 | -13.3% | -$86.10万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $569.56万 | 0.13% | 26,484 | 3,121 | 13.4% | $67.12万 | 重新持有 |
| FDX | FEDEX CORP | $570.32万 | 0.13% | 16,012 | 6,114 | 61.8% | $217.77万 | 重新持有 |
| EEM | ISHARES TR | $583.61万 | 0.13% | 102,766 | -9,264 | -8.3% | -$52.61万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $588.51万 | 0.13% | 47,932 | 7,412 | 18.3% | $91.00万 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $590.37万 | 0.13% | 27,624 | 8,337 | 43.2% | $178.18万 | 重新持有 |
| BA | BOEING CO | $590.74万 | 0.13% | 29,681 | 5,593 | 23.2% | $111.32万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $592.77万 | 0.13% | 57,736 | 317 | 0.6% | $3.25万 | 重新持有 |
| EFG | ISHARES TR | $597.32万 | 0.13% | 53,634 | -175 | -0.3% | -$1.95万 | 重新持有 |
| IVW | ISHARES TR | $601.76万 | 0.13% | 53,201 | -844 | -1.6% | -$9.55万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $602.47万 | 0.13% | 24,855 | -374 | -1.5% | -$9.07万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $604.08万 | 0.13% | 22,325 | -3,842 | -14.7% | -$103.96万 | 重新持有 |
| FTI | TECHNIPFMC PLC | $606.12万 | 0.13% | 87,678 | 29,507 | 50.7% | $203.98万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $606.25万 | 0.13% | 84,284 | 6,151 | 7.9% | $44.24万 | 重新持有 |
| WFC | WELLS FARGO & CO | $606.40万 | 0.13% | 76,172 | 7,144 | 10.3% | $56.87万 | 重新持有 |