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 |
|---|---|---|---|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | $32.01万 | 0.01% | 3,619 | 3,619 | — | $32.01万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $32.03万 | 0.01% | 7,525 | -8,115 | -51.9% | -$34.54万 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $32.06万 | 0.01% | 4,696 | 4,696 | — | $32.06万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $32.15万 | 0.01% | 5,866 | 5,866 | — | $32.15万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $32.17万 | 0.01% | 12,972 | 12,972 | — | $32.17万 | 新建仓 |
| MKL | MARKEL GROUP INC | $32.29万 | 0.01% | 169 | -28 | -14.2% | -$5.35万 | 重新持有 |
| SAM | BOSTON BEER INC | $32.30万 | 0.01% | 1,402 | -905 | -39.2% | -$20.85万 | 重新持有 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $32.49万 | 0.01% | 6,909 | 6,909 | — | $32.49万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $32.58万 | 0.01% | 17,833 | 1,436 | 8.8% | $2.62万 | 重新持有 |
| ESGE | ISHARES INC | $32.60万 | 0.01% | 7,170 | 1,114 | 18.4% | $5.07万 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $32.62万 | 0.01% | 23,503 | 202 | 0.9% | $2,804 | 重新持有 |
| Z | ZILLOW GROUP INC | $32.64万 | 0.01% | 7,888 | 2,011 | 34.2% | $8.32万 | 重新持有 |
| VST | VISTRA CORP | $32.67万 | 0.01% | 2,173 | 230 | 11.8% | $3.46万 | 重新持有 |
| DBMF | LITMAN GREGORY FDS TR | $32.71万 | 0.01% | 10,849 | 474 | 4.6% | $1.43万 | 重新持有 |
| NWL | NEWELL BRANDS INC | $32.74万 | 0.01% | 95,463 | 56,158 | 142.9% | $19.26万 | 重新持有 |
| FSMD | FIDELITY COVINGTON TRUST | $32.93万 | 0.01% | 7,364 | 7,364 | — | $32.93万 | 新建仓 |
| TRP | TC ENERGY CORP | $32.97万 | 0.01% | 5,266 | 1,366 | 35.0% | $8.55万 | 重新持有 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $33.03万 | 0.01% | 6,502 | 107 | 1.7% | $5,435 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $33.04万 | 0.01% | 1,098 | -132 | -10.7% | -$3.97万 | 重新持有 |
| IYY | ISHARES TR | $33.04万 | 0.01% | 2,085 | -2,086 | -50.0% | -$33.06万 | 重新持有 |
| NFG | NATIONAL FUEL GAS CO | $33.07万 | 0.01% | 3,519 | -5,597 | -61.4% | -$52.59万 | 重新持有 |
| GWW | WW GRAINGER INC | $33.09万 | 0.01% | 303 | 4 | 1.3% | $4,368 | 重新持有 |
| IGF | ISHARES TR | $33.13万 | 0.01% | 4,945 | -4,996 | -50.3% | -$33.48万 | 重新持有 |
| MBB | ISHARES TR | $33.14万 | 0.01% | 3,490 | 3,490 | — | $33.14万 | 新建仓 |
| EXC | EXELON CORP | $33.15万 | 0.01% | 6,763 | 524 | 8.4% | $2.57万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $33.24万 | 0.01% | 2,560 | -140 | -5.2% | -$1.82万 | 重新持有 |
| LYFT | LYFT INC | $33.26万 | 0.01% | 25,009 | -91,549 | -78.5% | -$121.76万 | 减仓 |
| IGV | ISHARES TR | $33.27万 | 0.01% | 4,156 | 2,194 | 111.8% | $17.56万 | 重新持有 |
| WAY | WAYSTAR HLDG CORP | $33.42万 | 0.01% | 13,860 | 13,860 | — | $33.42万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $33.55万 | 0.01% | 9,742 | 409 | 4.4% | $1.41万 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $33.56万 | 0.01% | 2,158 | -1,372 | -38.9% | -$21.34万 | 重新持有 |
| DRI | DARDEN RESTAURANTS INC | $33.60万 | 0.01% | 1,714 | 587 | 52.1% | $11.51万 | 重新持有 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $33.64万 | 0.01% | 15,906 | 15,906 | — | $33.64万 | 新建仓 |
| OMER | OMEROS CORP | $33.67万 | 0.01% | 31,880 | 341 | 1.1% | $3,601 | 重新持有 |
| OGE | OGE ENERGY CORP | $33.67万 | 0.01% | 7,021 | 1,610 | 29.8% | $7.72万 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $33.89万 | 0.01% | 6,336 | 890 | 16.3% | $4.76万 | 重新持有 |
| PSP | INVESCO EXCHANGE TRADED FD T | $33.91万 | 0.01% | 6,000 | 0 | 0.0% | — | 重新持有 |
| TPC | TUTOR PERINI CORP | $34.01万 | 0.01% | 4,406 | 4,406 | — | $34.01万 | 新建仓 |
| CSTM | CONSTELLIUM SE | $34.04万 | 0.01% | 13,849 | 13,849 | — | $34.04万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $34.10万 | 0.01% | 2,841 | 552 | 24.1% | $6.63万 | 重新持有 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $34.21万 | 0.01% | 57,013 | 57,013 | — | $34.21万 | 新建仓 |
| WY | WEYERHAEUSER CO | $34.26万 | 0.01% | 14,026 | 4,823 | 52.4% | $11.78万 | 重新持有 |
| FSLR | FIRST SOLAR INC | $34.32万 | 0.01% | 1,740 | 1,740 | — | $34.32万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $34.35万 | 0.01% | 36,163 | 18,285 | 102.3% | $17.37万 | 重新持有 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $34.38万 | 0.01% | 12,230 | 83 | 0.7% | $2,333 | 重新持有 |
| XYZ | BLOCK INC | $34.40万 | 0.01% | 5,715 | 968 | 20.4% | $5.83万 | 重新持有 |
| SCHZ | SCHWAB STRATEGIC TR | $34.42万 | 0.01% | 14,821 | 955 | 6.9% | $2.22万 | 重新持有 |
| VTHR | VANGUARD SCOTTSDALE FDS | $34.52万 | 0.01% | 1,201 | 8 | 0.7% | $2,300 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $34.66万 | 0.01% | 1,774 | 47 | 2.7% | $9,183 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $34.87万 | 0.01% | 17,657 | 17,657 | — | $34.87万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $34.92万 | 0.01% | 20,554 | 6,419 | 45.4% | $10.91万 | 重新持有 |
| FFIV | F5 INC | $34.94万 | 0.01% | 1,208 | -723 | -37.4% | -$20.91万 | 重新持有 |
| ADM | ARCHER DANIELS MIDLAND CO | $34.94万 | 0.01% | 4,807 | 525 | 12.3% | $3.82万 | 重新持有 |
| ONEQ | FIDELITY COMWLTH TR | $35.09万 | 0.01% | 4,132 | -921 | -18.2% | -$7.82万 | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $35.31万 | 0.01% | 6,472 | -1,581 | -19.6% | -$8.62万 | 重新持有 |
| CPNG | COUPANG INC | $35.32万 | 0.01% | 18,705 | 18,705 | — | $35.32万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $35.33万 | 0.01% | 9,443 | 340 | 3.7% | $1.27万 | 重新持有 |
| CINF | CINCINNATI FINL CORP | $35.53万 | 0.01% | 2,258 | -462 | -17.0% | -$7.27万 | 重新持有 |
| REG | REGENCY CTRS CORP | $35.54万 | 0.01% | 4,697 | 4,697 | — | $35.54万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $35.72万 | 0.01% | 1,633 | 0 | 0.0% | — | 重新持有 |
| SPEM | SPDR INDEX SHS FDS | $35.89万 | 0.01% | 7,650 | -481 | -5.9% | -$2.26万 | 重新持有 |
| BEN | FRANKLIN RESOURCES INC | $35.94万 | 0.01% | 15,214 | 2,459 | 19.3% | $5.81万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $35.96万 | 0.01% | 847 | -24 | -2.8% | -$1.02万 | 重新持有 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $36.05万 | 0.01% | 10,900 | 90 | 0.8% | $2,976 | 重新持有 |
| FDS | FACTSET RESH SYS INC | $36.08万 | 0.01% | 1,663 | 1,663 | — | $36.08万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $36.24万 | 0.01% | 21,353 | 3,320 | 18.4% | $5.63万 | 重新持有 |
| EMN | EASTMAN CHEM CO | $36.35万 | 0.01% | 4,763 | 4,763 | — | $36.35万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $36.56万 | 0.01% | 6,904 | 958 | 16.1% | $5.07万 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $36.67万 | 0.01% | 6,951 | 6,951 | — | $36.67万 | 新建仓 |
| AGX | ARGAN INC | $36.80万 | 0.01% | 676 | 676 | — | $36.80万 | 新建仓 |
| TRU | TRANSUNION | $36.82万 | 0.01% | 5,321 | 5,321 | — | $36.82万 | 新建仓 |
| WAFD | WAFD INC | $36.82万 | 0.01% | 11,727 | 861 | 7.9% | $2.70万 | 重新持有 |
| INDY | ISHARES TR | $36.90万 | 0.01% | 8,736 | -2,441 | -21.8% | -$10.31万 | 重新持有 |
| IEX | IDEX CORP | $36.90万 | 0.01% | 1,947 | 1,947 | — | $36.90万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $36.98万 | 0.01% | 14,577 | 14,577 | — | $36.98万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $36.99万 | 0.01% | 2,735 | 610 | 28.7% | $8.25万 | 重新持有 |
| APTV | APTIV PLC | $37.08万 | 0.01% | 5,340 | -2,176 | -29.0% | -$15.11万 | 重新持有 |
| AVIV | AMERICAN CENTY ETF TR | $37.17万 | 0.01% | 4,967 | 0 | 0.0% | — | 重新持有 |
| IUSV | ISHARES TR | $37.17万 | 0.01% | 3,635 | 547 | 17.7% | $5.59万 | 重新持有 |
| RF | REGIONS FINANCIAL CORP NEW | $37.29万 | 0.01% | 14,276 | 4,589 | 47.4% | $11.99万 | 重新持有 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $37.33万 | 0.01% | 11,187 | -6 | -0.1% | -$200 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $37.34万 | 0.01% | 7,952 | 466 | 6.2% | $2.19万 | 重新持有 |
| FNDX | SCHWAB STRATEGIC TR | $37.39万 | 0.01% | 13,424 | 5,537 | 70.2% | $15.42万 | 重新持有 |
| PPL | PPL CORP | $37.41万 | 0.01% | 9,793 | -886 | -8.3% | -$3.38万 | 重新持有 |
| ZG | ZILLOW GROUP INC | $37.46万 | 0.01% | 9,051 | 2,965 | 48.7% | $12.27万 | 重新持有 |
| UHS | UNIVERSAL HLTH SVCS INC | $37.46万 | 0.01% | 2,093 | 37 | 1.8% | $6,623 | 重新持有 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $37.92万 | 0.01% | 21,895 | 5,181 | 31.0% | $8.97万 | 重新持有 |
| IEF | ISHARES TR | $38.13万 | 0.01% | 3,995 | -7,111 | -64.0% | -$67.87万 | 重新持有 |
| DLTR | DOLLAR TREE INC | $38.23万 | 0.01% | 3,491 | 781 | 28.8% | $8.55万 | 重新持有 |
| — | ACV AUCTIONS INC | $38.30万 | 0.01% | 90,336 | 10,233 | 12.8% | $4.34万 | 重新持有 |
| RPG | INVESCO EXCHANGE TRADED FD T | $38.31万 | 0.01% | 8,197 | 2 | 0.0% | $93 | 重新持有 |
| EPAM | EPAM SYS INC | $38.71万 | 0.01% | 2,859 | 2,859 | — | $38.71万 | 新建仓 |
| APA | APA CORPORATION | $38.75万 | 0.01% | 9,130 | 9,130 | — | $38.75万 | 新建仓 |
| AWR | AMER STATES WTR CO | $38.80万 | 0.01% | 5,131 | 1,145 | 28.7% | $8.66万 | 重新持有 |
| DGX | QUEST DIAGNOSTICS INC | $38.94万 | 0.01% | 1,987 | -561 | -22.0% | -$10.99万 | 重新持有 |
| LINE | LINEAGE INC | $38.98万 | 0.01% | 11,898 | 11,898 | — | $38.98万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $39.01万 | 0.01% | 1,388 | 93 | 7.2% | $2.61万 | 重新持有 |
| BKLC | BNY MELLON ETF TRUST | $39.18万 | 0.01% | 3,139 | 8 | 0.3% | $998 | 重新持有 |
| SHC | SOTERA HEALTH CO | $39.48万 | 0.01% | 27,531 | 27,531 | — | $39.48万 | 新建仓 |
| ZTS | ZOETIS INC | $39.52万 | 0.01% | 3,343 | -5,414 | -61.8% | -$64.00万 | 重新持有 |