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
ARM 新建仓+$1,762.78万
NVDA 加仓+$1,286.26万
DIMENSIONAL ETF 加仓+$1,266.50万
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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | $27.52万 | 0.01% | 2,835 | -3,934 | -58.1% | -$38.19万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $27.61万 | 0.01% | 9,341 | 65 | 0.7% | $1,921 | 加仓 |
| PII | POLARIS INC | $27.65万 | 0.01% | 4,040 | 4,040 | — | $27.65万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $27.68万 | 0.01% | 3,588 | 3,588 | — | $27.68万 | 新建仓 |
| EQT | EQT CORP | $27.73万 | 0.01% | 5,216 | 1,400 | 36.7% | $7.44万 | 加仓 |
| KRE | SPDR SERIES TRUST | $27.96万 | 0.01% | 3,735 | 505 | 15.6% | $3.78万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $28.04万 | 0.01% | 2,590 | 30 | 1.2% | $3,248 | 加仓 |
| JLL | JONES LANG LASALLE INC | $28.05万 | 0.01% | 905 | -1,474 | -62.0% | -$45.69万 | 减仓 |
| PPLI | PEOPLE INC | $28.12万 | 0.01% | 6,091 | 6,091 | — | $28.12万 | 新建仓 |
| MTB | M & T BK CORP | $28.12万 | 0.01% | 1,181 | -133 | -10.1% | -$3.17万 | 减仓 |
| NOV | NOV INC | $28.18万 | 0.01% | 15,189 | 2,360 | 18.4% | $4.38万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $28.19万 | 0.01% | 61,010 | 4,398 | 7.8% | $2.03万 | 加仓 |
| IGIB | ISHARES TR | $28.21万 | 0.01% | 5,305 | 38 | 0.7% | $2,020 | 加仓 |
| MC | MOELIS & CO | $28.21万 | 0.01% | 4,312 | 304 | 7.6% | $1.99万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $28.21万 | 0.01% | 2,207 | 240 | 12.2% | $3.07万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $28.30万 | 0.01% | 8,292 | 144 | 1.8% | $4,914 | 加仓 |
| ENVA | ENOVA INTL INC | $28.31万 | 0.01% | 1,176 | 1,176 | — | $28.31万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $28.37万 | 0.01% | 8,199 | 8,199 | — | $28.37万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $28.43万 | 0.01% | 1,379 | 65 | 4.9% | $1.34万 | 加仓 |
| BCS | BARCLAYS PLC | $28.54万 | 0.01% | 10,625 | 175 | 1.7% | $4,700 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $28.62万 | 0.01% | 43,833 | -2,236 | -4.9% | -$1.46万 | 减仓 |
| AVT | AVNET INC | $28.66万 | 0.01% | 3,227 | 3,227 | — | $28.66万 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $28.74万 | 0.01% | 2,963 | -403 | -12.0% | -$3.91万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $28.87万 | 0.01% | 2,011 | 2,011 | — | $28.87万 | 新建仓 |
| PHR | PHREESIA INC | $28.94万 | 0.01% | 28,128 | 16,720 | 146.6% | $17.20万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $29.08万 | 0.01% | 49,887 | 6,507 | 15.0% | $3.79万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $29.10万 | 0.01% | 3,532 | 55 | 1.6% | $4,532 | 加仓 |
| GDXJ | VANECK ETF TRUST | $29.10万 | 0.01% | 2,962 | 121 | 4.3% | $1.19万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $29.16万 | 0.01% | 10,715 | 625 | 6.2% | $1.70万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $29.26万 | 0.01% | 1,564 | 1,564 | — | $29.26万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $29.27万 | 0.01% | 669 | 669 | — | $29.27万 | 新建仓 |
| NMIH | NMI HLDGS INC | $29.28万 | 0.01% | 7,125 | 7,125 | — | $29.28万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $29.33万 | 0.01% | 2,460 | 38 | 1.6% | $4,531 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $29.39万 | 0.01% | 2,197 | 2,197 | — | $29.39万 | 新建仓 |
| Z | ZILLOW GROUP INC | $29.47万 | 0.01% | 9,351 | 1,463 | 18.5% | $4.61万 | 加仓 |
| PHM | PULTE GROUP INC | $29.54万 | 0.01% | 2,153 | 104 | 5.1% | $1.43万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $29.62万 | 0.01% | 2,064 | 2,064 | — | $29.62万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $29.63万 | 0.01% | 2,078 | 2,078 | — | $29.63万 | 新建仓 |
| SAIA | SAIA INC | $29.65万 | 0.01% | 704 | 704 | — | $29.65万 | 新建仓 |
| NSP | INSPERITY INC | $29.67万 | 0.01% | 7,181 | 7,181 | — | $29.67万 | 新建仓 |
| IR | INGERSOLL RAND INC | $29.80万 | 0.01% | 3,634 | 83 | 2.3% | $6,806 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $29.83万 | 0.01% | 2,543 | 34 | 1.4% | $3,989 | 加仓 |
| NDSN | NORDSON CORP | $29.88万 | 0.01% | 990 | 234 | 31.0% | $7.06万 | 加仓 |
| RGLD | ROYAL GOLD INC | $29.91万 | 0.01% | 1,498 | -112 | -7.0% | -$2.24万 | 减仓 |
| HYG | ISHARES TR | $30.02万 | 0.01% | 3,754 | -1,451 | -27.9% | -$11.61万 | 减仓 |
| OMER | OMEROS CORP | $30.05万 | 0.01% | 31,597 | -283 | -0.9% | -$2,691 | 减仓 |
| — | AVALONBAY CMNTYS INC | $30.23万 | 0.01% | 1,602 | 1,602 | — | $30.23万 | 新建仓 |
| CNH | CNH INDL N V | $30.30万 | 0.01% | 26,983 | -20,468 | -43.1% | -$22.99万 | 减仓 |
| IGM | ISHARES TR | $30.32万 | 0.01% | 1,854 | 1 | 0.1% | $164 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $30.36万 | 0.01% | 2,727 | 25 | 0.9% | $2,783 | 加仓 |
| RIO | RIO TINTO PLC | $30.41万 | 0.01% | 3,203 | 700 | 28.0% | $6.65万 | 加仓 |
| AVA | AVISTA CORP | $30.43万 | 0.01% | 7,438 | 7,438 | — | $30.43万 | 新建仓 |
| OGS | ONE GAS INC | $30.47万 | 0.01% | 3,954 | 746 | 23.3% | $5.75万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $30.51万 | 0.01% | 6,802 | 404 | 6.3% | $1.81万 | 加仓 |
| IJT | ISHARES TR | $30.52万 | 0.01% | 1,709 | 41 | 2.5% | $7,321 | 加仓 |
| COWZ | PACER FDS TR | $30.68万 | 0.01% | 4,932 | 906 | 22.5% | $5.64万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $30.70万 | 0.01% | 2,985 | 503 | 20.3% | $5.17万 | 加仓 |
| IDXX | IDEXX LABS INC | $30.70万 | 0.01% | 583 | -133 | -18.6% | -$7.00万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $30.74万 | 0.01% | 3,295 | 74 | 2.3% | $6,903 | 加仓 |
| AOR | ISHARES TR | $31.33万 | 0.01% | 4,508 | -173 | -3.7% | -$1.20万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $31.35万 | 0.01% | 3,138 | 3,138 | — | $31.35万 | 新建仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $31.41万 | 0.01% | 1,734 | 101 | 6.2% | $1.83万 | 加仓 |
| WHR | WHIRLPOOL CORP | $31.49万 | 0.01% | 7,989 | 7,989 | — | $31.49万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $31.50万 | 0.01% | 9,964 | 9,964 | — | $31.50万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $31.58万 | 0.01% | 6,491 | -11 | -0.2% | -$535 | 减仓 |
| MXL | MAXLINEAR INC | $31.60万 | 0.01% | 2,468 | 2,468 | — | $31.60万 | 新建仓 |
| HDEF | DBX ETF TR | $31.62万 | 0.01% | 9,837 | 214 | 2.2% | $6,878 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $31.63万 | 0.01% | 6,949 | -2 | -0.0% | -$91 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $31.83万 | 0.01% | 4,935 | 1 | 0.0% | $64 | 加仓 |
| EMN | EASTMAN CHEM CO | $31.93万 | 0.01% | 4,767 | 4 | 0.1% | $268 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $32.08万 | 0.01% | 3,830 | 3,830 | — | $32.08万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $32.14万 | 0.01% | 3,172 | 165 | 5.5% | $1.67万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $32.14万 | 0.01% | 7,032 | 248 | 3.7% | $1.13万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $32.14万 | 0.01% | 1,141 | 43 | 3.9% | $1.21万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $32.16万 | 0.01% | 4,102 | -56 | -1.3% | -$4,391 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $32.28万 | 0.01% | 3,557 | 3,557 | — | $32.28万 | 新建仓 |
| AIP | ARTERIS INC | $32.34万 | 0.01% | 6,655 | 6,655 | — | $32.34万 | 新建仓 |
| WIP | SPDR SERIES TRUST | $32.51万 | 0.01% | 8,253 | 170 | 2.1% | $6,696 | 加仓 |
| MAS | MASCO CORP | $32.57万 | 0.01% | 4,003 | 4,003 | — | $32.57万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $32.59万 | 0.01% | 16,558 | 16,558 | — | $32.59万 | 新建仓 |
| WD | WALKER & DUNLOP INC | $32.65万 | 0.01% | 5,968 | 5,968 | — | $32.65万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $32.74万 | 0.01% | 3,071 | -83 | -2.6% | -$8,850 | 减仓 |
| CASY | CASEYS GEN STORES INC | $32.76万 | 0.01% | 412 | 27 | 7.0% | $2.15万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $32.80万 | 0.01% | 20,658 | -1,237 | -5.6% | -$1.96万 | 减仓 |
| EXC | EXELON CORP | $32.83万 | 0.01% | 7,043 | 280 | 4.1% | $1.31万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $32.91万 | 0.01% | 2,865 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $32.93万 | 0.01% | 12,943 | -29 | -0.2% | -$738 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $33.01万 | 0.01% | 1,360 | -28 | -2.0% | -$6,797 | 减仓 |
| TPC | TUTOR PERINI CORP | $33.05万 | 0.01% | 3,983 | -423 | -9.6% | -$3.51万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $33.11万 | 0.01% | 2,064 | -1,939 | -48.4% | -$31.10万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $33.13万 | 0.01% | 4,319 | 458 | 11.9% | $3.51万 | 加仓 |
| DON | WISDOMTREE TR | $33.19万 | 0.01% | 5,872 | 9 | 0.2% | $509 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $33.20万 | 0.01% | 5,422 | -1,050 | -16.2% | -$6.43万 | 减仓 |
| APA | APA CORPORATION | $33.24万 | 0.01% | 10,207 | 1,077 | 11.8% | $3.51万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $33.25万 | 0.01% | 4,775 | 4,775 | — | $33.25万 | 新建仓 |
| WSBC | WESBANCO INC | $33.25万 | 0.01% | 8,518 | 8,518 | — | $33.25万 | 新建仓 |
| BULL | WEBULL CORP | $33.27万 | 0.01% | 51,032 | 20,209 | 65.6% | $13.18万 | 加仓 |
| ICFI | ICF INTL INC | $33.32万 | 0.01% | 4,573 | 4,573 | — | $33.32万 | 新建仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $33.42万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $33.45万 | 0.01% | 6,942 | 33 | 0.5% | $1,590 | 加仓 |