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 |
|---|---|---|---|---|---|---|---|---|
| HLN | HALEON PLC | $18.81万 | 0.00% | 18,794 | -42 | -0.2% | -$420 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO | $19.06万 | 0.00% | 19,175 | 19,175 | — | $19.06万 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $19.08万 | 0.00% | 33,474 | 17,690 | 112.1% | $10.08万 | 重新持有 |
| FRSH | FRESHWORKS INC | $19.45万 | 0.00% | 24,220 | 24,220 | — | $19.45万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $19.50万 | 0.00% | 29,418 | 29,418 | — | $19.50万 | 新建仓 |
| CDE | COEUR MNG INC | $19.64万 | 0.00% | 10,464 | 10,464 | — | $19.64万 | 新建仓 |
| LONZ | PIMCO ETF TR | $20.06万 | 0.00% | 4,063 | 4,063 | — | $20.06万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $20.07万 | 0.00% | 9,476 | -6,355 | -40.1% | -$13.46万 | 重新持有 |
| NDSN | NORDSON CORP | $20.11万 | 0.00% | 756 | 756 | — | $20.11万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $20.17万 | 0.00% | 7,005 | 7,005 | — | $20.17万 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $20.33万 | 0.00% | 10,977 | 10,977 | — | $20.33万 | 新建仓 |
| DOCS | DOXIMITY INC | $20.34万 | 0.00% | 8,729 | 8,729 | — | $20.34万 | 新建仓 |
| SR | SPIRE INC | $20.36万 | 0.00% | 2,249 | 2,249 | — | $20.36万 | 新建仓 |
| FNB | F N B CORP | $20.49万 | 0.00% | 12,253 | 12,253 | — | $20.49万 | 新建仓 |
| RPM | RPM INTL INC | $20.55万 | 0.00% | 2,068 | 2,068 | — | $20.55万 | 新建仓 |
| CMS | CMS ENERGY CORP | $20.56万 | 0.00% | 2,650 | 2,650 | — | $20.56万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $20.57万 | 0.00% | 1,371 | 1,371 | — | $20.57万 | 新建仓 |
| HL | HECLA MINING COMPANY | $20.65万 | 0.00% | 11,086 | 11,086 | — | $20.65万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $20.73万 | 0.00% | 4,121 | 4,121 | — | $20.73万 | 新建仓 |
| IMMR | IMMERSION CORP | $20.81万 | 0.00% | 38,110 | -20 | -0.1% | -$109 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $20.85万 | 0.00% | 2,235 | 2,235 | — | $20.85万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $20.86万 | 0.00% | 1,314 | 3 | 0.2% | $476 | 重新持有 |
| RNR | RENAISSANCERE HLDGS LTD | $20.91万 | 0.00% | 703 | 703 | — | $20.91万 | 新建仓 |
| SNAP | SNAP INC | $21.02万 | 0.00% | 45,697 | 12,549 | 37.9% | $5.77万 | 重新持有 |
| KRE | SPDR SERIES TRUST | $21.04万 | 0.00% | 3,230 | 20 | 0.6% | $1,303 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $21.09万 | 0.00% | 4,323 | -360 | -7.7% | -$1.76万 | 重新持有 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $21.10万 | 0.00% | 2,046 | 4 | 0.2% | $413 | 重新持有 |
| CVSA | COVISTA INC | $21.25万 | 0.00% | 1,844 | 1,844 | — | $21.25万 | 新建仓 |
| NE | NOBLE CORP PLC | $21.29万 | 0.00% | 4,338 | 4,338 | — | $21.29万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $21.29万 | 0.00% | 3,026 | 3,026 | — | $21.29万 | 新建仓 |
| ZS | ZSCALER INC | $21.33万 | 0.00% | 1,520 | -4,865 | -76.2% | -$68.27万 | 重新持有 |
| SCHI | SCHWAB STRATEGIC TR | $21.35万 | 0.00% | 9,414 | 9,414 | — | $21.35万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $21.36万 | 0.00% | 3,653 | 3,653 | — | $21.36万 | 新建仓 |
| APG | API GROUP CORP | $21.40万 | 0.00% | 5,283 | 5,283 | — | $21.40万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $21.46万 | 0.00% | 2,196 | 2,196 | — | $21.46万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $21.57万 | 0.00% | 1,510 | 90 | 6.3% | $1.29万 | 重新持有 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.57万 | 0.00% | 1,967 | 1,967 | — | $21.57万 | 新建仓 |
| DFIP | DIMENSIONAL ETF TRUST | $21.59万 | 0.00% | 5,176 | 5,176 | — | $21.59万 | 新建仓 |
| AOS | SMITH A O CORP | $21.62万 | 0.00% | 3,278 | 3,278 | — | $21.62万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $21.65万 | 0.00% | 7,095 | 7,095 | — | $21.65万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $21.72万 | 0.00% | 1,701 | 1,701 | — | $21.72万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $21.74万 | 0.00% | 5,757 | -10,355 | -64.3% | -$39.10万 | 重新持有 |
| OIS | OIL STS INTL INC | $21.81万 | 0.00% | 18,738 | 4,054 | 27.6% | $4.72万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $21.81万 | 0.00% | 1,007 | 27 | 2.8% | $5,849 | 重新持有 |
| LYG | LLOYDS BANKING GROUP PLC | $21.82万 | 0.00% | 43,380 | 12,303 | 39.6% | $6.19万 | 重新持有 |
| IGM | ISHARES TR | $21.96万 | 0.00% | 1,853 | 1,853 | — | $21.96万 | 新建仓 |
| BCS | BARCLAYS PLC | $22.11万 | 0.00% | 10,450 | 10,450 | — | $22.11万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $22.17万 | 0.00% | 3,353 | 3,353 | — | $22.17万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $22.20万 | 0.00% | 2,624 | 2,624 | — | $22.20万 | 新建仓 |
| ING | ING GROEP N.V. | $22.28万 | 0.00% | 8,554 | 8,554 | — | $22.28万 | 新建仓 |
| UI | UBIQUITI INC | $22.30万 | 0.00% | 282 | 282 | — | $22.30万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $22.32万 | 0.00% | 13,193 | 13,193 | — | $22.32万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.33万 | 0.00% | 4,934 | 4,934 | — | $22.33万 | 新建仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $22.35万 | 0.00% | 10,592 | 140 | 1.3% | $2,954 | 重新持有 |
| TYL | TYLER TECHNOLOGIES INC | $22.40万 | 0.00% | 654 | 654 | — | $22.40万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $22.42万 | 0.00% | 4,050 | 58 | 1.5% | $3,211 | 重新持有 |
| NTB | BANK OF N T BUTTERFIELD & SO | $22.46万 | 0.00% | 4,280 | 4,280 | — | $22.46万 | 新建仓 |
| FN | FABRINET | $22.53万 | 0.00% | 432 | 432 | — | $22.53万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $22.59万 | 0.00% | 3,221 | 3,221 | — | $22.59万 | 新建仓 |
| AYI | ACUITY INC | $22.63万 | 0.00% | 807 | 110 | 15.8% | $3.08万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $22.63万 | 0.00% | 6,157 | -7,819 | -55.9% | -$28.74万 | 重新持有 |
| MFG | MIZUHO FINANCIAL GROUP INC | $22.72万 | 0.01% | 28,617 | 7,062 | 32.8% | $5.61万 | 重新持有 |
| — | THOMSON REUTERS CORP | $22.75万 | 0.01% | 2,528 | -316 | -11.1% | -$2.84万 | 重新持有 |
| RRC | RANGE RES CORP | $22.76万 | 0.01% | 5,038 | -9,039 | -64.2% | -$40.84万 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $22.77万 | 0.01% | 14,486 | -13,236 | -47.7% | -$20.81万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $22.78万 | 0.01% | 6,063 | 6,063 | — | $22.78万 | 新建仓 |
| MC | MOELIS & CO | $22.84万 | 0.01% | 4,008 | 4,008 | — | $22.84万 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP | $22.95万 | 0.01% | 3,940 | 3,940 | — | $22.95万 | 新建仓 |
| NUBD | NUSHARES ETF TR | $23.03万 | 0.01% | 10,371 | 10,371 | — | $23.03万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $23.05万 | 0.01% | 183 | 183 | — | $23.05万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $23.05万 | 0.01% | 1,610 | 1,610 | — | $23.05万 | 新建仓 |
| IMNM | IMMUNOME INC | $23.12万 | 0.01% | 10,573 | 60 | 0.6% | $1,312 | 重新持有 |
| CFFN | CAPITOL FED FINL INC | $23.14万 | 0.01% | 32,461 | 6,760 | 26.3% | $4.82万 | 重新持有 |
| FDIS | FIDELITY COVINGTON TRUST | $23.15万 | 0.01% | 2,482 | 164 | 7.1% | $1.53万 | 重新持有 |
| CCJ | CAMECO CORP | $23.24万 | 0.01% | 2,140 | 2,140 | — | $23.24万 | 新建仓 |
| RIO | RIO TINTO PLC | $23.35万 | 0.01% | 2,503 | 2,503 | — | $23.35万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $23.42万 | 0.01% | 4,760 | 354 | 8.0% | $1.74万 | 重新持有 |
| AVUV | AMERICAN CENTY ETF TR | $23.47万 | 0.01% | 2,124 | 2,124 | — | $23.47万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $23.58万 | 0.01% | 2,562 | 2,562 | — | $23.58万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $23.64万 | 0.01% | 5,338 | 0 | 0.0% | — | 重新持有 |
| IGOV | ISHARES TR | $23.65万 | 0.01% | 5,759 | 80 | 1.4% | $3,285 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.86万 | 0.01% | 4,965 | 4,965 | — | $23.86万 | 新建仓 |
| HTO | H2O AMERICA | $23.90万 | 0.01% | 4,074 | 4,074 | — | $23.90万 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $23.96万 | 0.01% | 3,679 | 3,679 | — | $23.96万 | 新建仓 |
| EAT | BRINKER INTL INC | $24.00万 | 0.01% | 1,681 | 1,681 | — | $24.00万 | 新建仓 |
| LAUR | LAUREATE ED INC | $24.03万 | 0.01% | 6,897 | 6,897 | — | $24.03万 | 新建仓 |
| PHM | PULTE GROUP INC | $24.09万 | 0.01% | 2,049 | 2,049 | — | $24.09万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $24.12万 | 0.01% | 3,477 | 3,477 | — | $24.12万 | 新建仓 |
| NOV | NOV INC | $24.13万 | 0.01% | 12,829 | 12,829 | — | $24.13万 | 新建仓 |
| IJT | ISHARES TR | $24.14万 | 0.01% | 1,668 | 239 | 16.7% | $3.46万 | 重新持有 |
| PINS | PINTEREST INC | $24.14万 | 0.01% | 13,165 | -32,146 | -70.9% | -$58.95万 | 重新持有 |
| IYM | ISHARES TR | $24.17万 | 0.01% | 1,374 | 0 | 0.0% | — | 重新持有 |
| SPYD | SPDR SERIES TRUST | $24.17万 | 0.01% | 5,311 | -1,434 | -21.3% | -$6.53万 | 重新持有 |
| CHE | CHEMED CORP NEW | $24.18万 | 0.01% | 640 | 640 | — | $24.18万 | 新建仓 |
| EQT | EQT CORP | $24.29万 | 0.01% | 3,816 | -706 | -15.6% | -$4.49万 | 重新持有 |
| ICLN | ISHARES TR | $24.30万 | 0.01% | 13,285 | 64 | 0.5% | $1,171 | 重新持有 |
| HSY | HERSHEY CO | $24.31万 | 0.01% | 1,169 | 1,169 | — | $24.31万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $24.36万 | 0.01% | 5,104 | 5,104 | — | $24.36万 | 新建仓 |
| AXGN | AXOGEN INC | $24.49万 | 0.01% | 7,391 | 7,391 | — | $24.49万 | 新建仓 |
| PLXS | PLEXUS CORP | $24.60万 | 0.01% | 1,214 | 1,214 | — | $24.60万 | 新建仓 |