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 |
|---|---|---|---|---|---|---|---|---|
| LFUS | LITTELFUSE INC | $39.67万 | 0.01% | 1,169 | 1,169 | — | $39.67万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $39.70万 | 0.01% | 1,315 | 1,315 | — | $39.70万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $39.75万 | 0.01% | 3,723 | 961 | 34.8% | $10.26万 | 重新持有 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $39.78万 | 0.01% | 8,570 | -6,868 | -44.5% | -$31.88万 | 重新持有 |
| FMDE | FIDELITY COVINGTON TRUST | $39.83万 | 0.01% | 11,077 | 11,077 | — | $39.83万 | 新建仓 |
| IEUR | ISHARES TR | $40.00万 | 0.01% | 5,692 | 65 | 1.2% | $4,567 | 重新持有 |
| SCHK | SCHWAB STRATEGIC TR | $40.06万 | 0.01% | 12,787 | 21 | 0.2% | $658 | 重新持有 |
| PAYC | PAYCOM SOFTWARE INC | $40.17万 | 0.01% | 3,305 | 154 | 4.9% | $1.87万 | 重新持有 |
| DTE | DTE ENERGY CO | $40.19万 | 0.01% | 2,749 | -116 | -4.0% | -$1.70万 | 重新持有 |
| W | WAYFAIR INC | $40.22万 | 0.01% | 5,348 | -1,040 | -16.3% | -$7.82万 | 重新持有 |
| — | ISHARES ETHEREUM TR | $40.24万 | 0.01% | 25,423 | 10,000 | 64.8% | $15.83万 | 重新持有 |
| IDXX | IDEXX LABS INC | $40.25万 | 0.01% | 716 | -15 | -2.1% | -$8,433 | 重新持有 |
| HDV | ISHARES TR | $40.28万 | 0.01% | 2,968 | 79 | 2.7% | $1.07万 | 重新持有 |
| FAF | FIRST AMERN FINL CORP | $40.47万 | 0.01% | 6,712 | 1,379 | 25.9% | $8.31万 | 重新持有 |
| CRBN | ISHARES TR | $40.67万 | 0.01% | 1,825 | -471 | -20.5% | -$10.49万 | 重新持有 |
| AEE | AMEREN CORP | $40.67万 | 0.01% | 3,700 | 1,541 | 71.4% | $16.94万 | 重新持有 |
| ENS | ENERSYS | $40.79万 | 0.01% | 2,348 | 439 | 23.0% | $7.63万 | 重新持有 |
| XEL | XCEL ENERGY INC | $40.89万 | 0.01% | 5,147 | 361 | 7.5% | $2.87万 | 重新持有 |
| RGLD | ROYAL GOLD INC | $40.98万 | 0.01% | 1,610 | 498 | 44.8% | $12.68万 | 重新持有 |
| CPAY | CORPAY INC | $41.13万 | 0.01% | 1,413 | 1,413 | — | $41.13万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $41.15万 | 0.01% | 3,554 | 341 | 10.6% | $3.95万 | 重新持有 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $41.24万 | 0.01% | 6,254 | 1,932 | 44.7% | $12.74万 | 重新持有 |
| HYG | ISHARES TR | $41.41万 | 0.01% | 5,205 | 756 | 17.0% | $6.01万 | 重新持有 |
| GSK | GSK PLC | $41.43万 | 0.01% | 7,506 | 1,757 | 30.6% | $9.70万 | 重新持有 |
| F | FORD MTR CO | $41.43万 | 0.01% | 35,903 | -2,793 | -7.2% | -$3.22万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $41.45万 | 0.01% | 5,828 | -1,118 | -16.1% | -$7.95万 | 重新持有 |
| BHP | BHP BILLITON LIMITED | $41.65万 | 0.01% | 5,725 | 1,460 | 34.2% | $10.62万 | 重新持有 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $41.67万 | 0.01% | 12,004 | 229 | 1.9% | $7,949 | 重新持有 |
| CHDN | CHURCHILL DOWNS INC | $41.79万 | 0.01% | 4,652 | -407 | -8.0% | -$3.66万 | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL | $42.02万 | 0.01% | 11,353 | -15,749 | -58.1% | -$58.28万 | 重新持有 |
| GMED | GLOBUS MED INC | $42.29万 | 0.01% | 4,908 | 4,908 | — | $42.29万 | 新建仓 |
| DJP | BARCLAYS BANK PLC | $42.45万 | 0.01% | 8,817 | 0 | 0.0% | — | 重新持有 |
| TNL | TRAVEL PLUS LEISURE CO | $42.50万 | 0.01% | 6,142 | 1,077 | 21.3% | $7.45万 | 重新持有 |
| RY | ROYAL BK CDA | $42.51万 | 0.01% | 2,628 | 163 | 6.6% | $2.64万 | 重新持有 |
| FE | FIRSTENERGY CORP | $42.68万 | 0.01% | 8,425 | 1,790 | 27.0% | $9.07万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $42.78万 | 0.01% | 6,356 | 3,835 | 152.1% | $25.81万 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $42.82万 | 0.01% | 9,509 | 1,466 | 18.2% | $6.60万 | 重新持有 |
| DIVO | AMPLIFY ETF TR | $42.90万 | 0.01% | 9,564 | 4,337 | 83.0% | $19.45万 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $42.90万 | 0.01% | 3,936 | 2,483 | 170.9% | $27.06万 | 重新持有 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $42.92万 | 0.01% | 3,666 | 3,666 | — | $42.92万 | 新建仓 |
| IBB | ISHARES TR | $42.94万 | 0.01% | 2,543 | 1,125 | 79.3% | $19.00万 | 重新持有 |
| THG | HANOVER INS GROUP INC | $43.01万 | 0.01% | 2,481 | 642 | 34.9% | $11.13万 | 重新持有 |
| WCC | WESCO INTL INC | $43.03万 | 0.01% | 1,573 | 295 | 23.1% | $8.07万 | 重新持有 |
| VLTO | VERALTO CORP | $43.09万 | 0.01% | 4,873 | -5,923 | -54.9% | -$52.37万 | 重新持有 |
| URI | UNITED RENTALS INC | $43.17万 | 0.01% | 593 | 113 | 23.5% | $8.23万 | 重新持有 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $43.17万 | 0.01% | 15,564 | 15,564 | — | $43.17万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $43.19万 | 0.01% | 35,173 | 18,641 | 112.8% | $22.89万 | 重新持有 |
| DFIV | DIMENSIONAL ETF TRUST | $43.23万 | 0.01% | 8,190 | -3,516 | -30.0% | -$18.56万 | 重新持有 |
| TRGP | TARGA RES CORP | $43.34万 | 0.01% | 1,729 | -476 | -21.6% | -$11.93万 | 重新持有 |
| COR | CENCORA INC | $43.93万 | 0.01% | 1,398 | 348 | 33.1% | $10.94万 | 重新持有 |
| BC | BRUNSWICK CORP | $44.02万 | 0.01% | 6,050 | 2,182 | 56.4% | $15.88万 | 重新持有 |
| APP | APPLOVIN CORP | $44.27万 | 0.01% | 1,112 | -222 | -16.6% | -$8.84万 | 重新持有 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $44.60万 | 0.01% | 6,033 | -121 | -2.0% | -$8,945 | 重新持有 |
| GNRC | GENERAC HLDGS INC | $44.62万 | 0.01% | 2,284 | 28 | 1.2% | $5,470 | 重新持有 |
| INGR | INGREDION INC | $44.63万 | 0.01% | 3,962 | 591 | 17.5% | $6.66万 | 重新持有 |
| TCBI | TEXAS CAP BANCSHARES INC | $44.68万 | 0.01% | 4,709 | 997 | 26.9% | $9.46万 | 重新持有 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $44.88万 | 0.01% | 5,893 | 5,893 | — | $44.88万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $44.93万 | 0.01% | 10,107 | -2,756 | -21.4% | -$12.25万 | 重新持有 |
| CNQ | CANADIAN NAT RES LTD MED TER | $45.03万 | 0.01% | 9,240 | 9,240 | — | $45.03万 | 新建仓 |
| AN | AUTONATION INC | $45.16万 | 0.01% | 2,313 | -630 | -21.4% | -$12.30万 | 重新持有 |
| STNG | SCORPIO TANKERS INC | $45.18万 | 0.01% | 6,051 | 1,257 | 26.2% | $9.38万 | 重新持有 |
| EFAV | ISHARES TR | $45.22万 | 0.01% | 4,949 | 413 | 9.1% | $3.77万 | 重新持有 |
| PRFD | PIMCO ETF TR | $45.33万 | 0.01% | 8,945 | 8,945 | — | $45.33万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $46.08万 | 0.01% | 266 | 114 | 75.0% | $19.75万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $46.16万 | 0.01% | 8,314 | 8,314 | — | $46.16万 | 新建仓 |
| NWSA | NEWS CORP NEW | $46.17万 | 0.01% | 18,521 | -25,118 | -57.6% | -$62.62万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $46.29万 | 0.01% | 434 | -28 | -6.1% | -$2.99万 | 重新持有 |
| CSGP | COSTAR GROUP INC | $46.37万 | 0.01% | 11,495 | 11,495 | — | $46.37万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $46.60万 | 0.01% | 3,222 | -15 | -0.5% | -$2,169 | 重新持有 |
| O | REALTY INCOME CORP | $46.64万 | 0.01% | 7,623 | -216 | -2.8% | -$1.32万 | 重新持有 |
| NVR | NVR INC | $46.80万 | 0.01% | 71 | -9 | -11.2% | -$5.93万 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.81万 | 0.01% | 7,996 | -460 | -5.4% | -$2.69万 | 重新持有 |
| SCHO | SCHWAB STRATEGIC TR | $46.82万 | 0.01% | 19,292 | -1,215 | -5.9% | -$2.95万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $46.85万 | 0.01% | 7,936 | -3,757 | -32.1% | -$22.18万 | 重新持有 |
| FMC | FMC CORP | $46.91万 | 0.01% | 27,240 | 27,240 | — | $46.91万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $46.93万 | 0.01% | 3,241 | 57 | 1.8% | $8,253 | 重新持有 |
| L | LOEWS CORP | $46.97万 | 0.01% | 4,400 | 243 | 5.8% | $2.59万 | 重新持有 |
| HSBC | HSBC HLDGS PLC | $47.14万 | 0.01% | 5,714 | 1,252 | 28.1% | $10.33万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $47.22万 | 0.01% | 7,562 | -2,659 | -26.0% | -$16.61万 | 重新持有 |
| ARTY | ISHARES TR | $47.24万 | 0.01% | 10,152 | 421 | 4.3% | $1.96万 | 重新持有 |
| BKR | BAKER HUGHES COMPANY | $47.27万 | 0.01% | 7,743 | -5 | -0.1% | -$305 | 重新持有 |
| ESLT | ELBIT SYS LTD | $47.43万 | 0.01% | 559 | 4 | 0.7% | $3,394 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $47.63万 | 0.01% | 6,008 | 563 | 10.3% | $4.46万 | 重新持有 |
| Q | QNITY ELECTRONICS INC | $47.67万 | 0.01% | 4,132 | 4,132 | — | $47.67万 | 新建仓 |
| TXG | 10X GENOMICS INC | $47.87万 | 0.01% | 22,549 | 200 | 0.9% | $4,246 | 重新持有 |
| MTUM | ISHARES TR | $47.89万 | 0.01% | 1,995 | 331 | 19.9% | $7.95万 | 重新持有 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $48.14万 | 0.01% | 8,360 | 1,673 | 25.0% | $9.63万 | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $48.24万 | 0.01% | 18,129 | 3,817 | 26.7% | $10.16万 | 重新持有 |
| SAP | SAP SE | $48.26万 | 0.01% | 2,819 | -179 | -6.0% | -$3.06万 | 重新持有 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $48.47万 | 0.01% | 22,355 | 5,433 | 32.1% | $11.78万 | 重新持有 |
| CACI | CACI INTL INC | $48.51万 | 0.01% | 892 | 300 | 50.7% | $16.32万 | 重新持有 |
| RHI | ROBERT HALF INC. | $48.53万 | 0.01% | 19,104 | -4,476 | -19.0% | -$11.37万 | 重新持有 |
| MOAT | VANECK ETF TRUST | $48.72万 | 0.01% | 5,038 | -146 | -2.8% | -$1.41万 | 重新持有 |
| BMO | BANK MONTREAL MEDIUM | $48.73万 | 0.01% | 3,600 | 48 | 1.4% | $6,497 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $48.85万 | 0.01% | 6,338 | -7,475 | -54.1% | -$57.62万 | 重新持有 |
| MUB | ISHARES TR | $48.89万 | 0.01% | 4,605 | -6,658 | -59.1% | -$70.68万 | 重新持有 |
| CLX | CLOROX CO DEL | $48.92万 | 0.01% | 4,721 | 4,721 | — | $48.92万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $48.96万 | 0.01% | 7,980 | 4,738 | 146.1% | $29.07万 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $49.00万 | 0.01% | 21,531 | 21,531 | — | $49.00万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $49.05万 | 0.01% | 5,021 | 1,688 | 50.6% | $16.49万 | 重新持有 |