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 |
|---|---|---|---|---|---|---|---|---|
| LW | LAMB WESTON HLDGS INC | $49.07万 | 0.01% | 11,611 | 11,611 | — | $49.07万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $49.16万 | 0.01% | 11,390 | 2,282 | 25.1% | $9.85万 | 重新持有 |
| GSLC | GOLDMAN SACHS ETF TR | $49.35万 | 0.01% | 3,944 | -367 | -8.5% | -$4.59万 | 重新持有 |
| SONY | SONY GROUP CORP | $49.42万 | 0.01% | 23,874 | 5,077 | 27.0% | $10.51万 | 重新持有 |
| MAA | MID-AMER APT CMNTYS INC | $49.46万 | 0.01% | 4,050 | 4,050 | — | $49.46万 | 新建仓 |
| BRO | BROWN & BROWN INC | $49.47万 | 0.01% | 7,587 | -9,977 | -56.8% | -$65.06万 | 重新持有 |
| SPTM | SPDR SERIES TRUST | $49.96万 | 0.01% | 6,320 | 58 | 0.9% | $4,585 | 重新持有 |
| CMF | ISHARES TR | $50.13万 | 0.01% | 8,817 | 5 | 0.1% | $284 | 重新持有 |
| DFAW | DIMENSIONAL ETF TRUST | $50.27万 | 0.01% | 6,813 | 1,711 | 33.5% | $12.62万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $50.48万 | 0.01% | 11,000 | 5,475 | 99.1% | $25.12万 | 重新持有 |
| ATO | ATMOS ENERGY CORP | $50.67万 | 0.01% | 2,743 | 1,376 | 100.7% | $25.42万 | 重新持有 |
| GFS | GLOBALFOUNDRIES INC | $50.80万 | 0.01% | 11,421 | 2,673 | 30.6% | $11.89万 | 重新持有 |
| ESGU | ISHARES TR | $50.82万 | 0.01% | 3,593 | 2 | 0.1% | $283 | 重新持有 |
| UL | UNILEVER PLC | $50.91万 | 0.01% | 8,937 | 8,937 | — | $50.91万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $51.25万 | 0.01% | 6,252 | -135 | -2.1% | -$1.11万 | 重新持有 |
| AMH | AMERICAN HOMES 4 RENT | $51.27万 | 0.01% | 18,365 | 18,365 | — | $51.27万 | 新建仓 |
| DRS | LEONARDO DRS INC | $51.34万 | 0.01% | 11,532 | 11,532 | — | $51.34万 | 新建仓 |
| GSAT | GLOBALSTAR INC | $51.95万 | 0.01% | 7,822 | 127 | 1.7% | $8,435 | 重新持有 |
| ALLY | ALLY FINL INC | $51.99万 | 0.01% | 13,251 | 13,251 | — | $51.99万 | 新建仓 |
| CR | CRANE COMPANY | $52.07万 | 0.01% | 3,045 | 1,260 | 70.6% | $21.55万 | 重新持有 |
| CNH | CNH INDL N V | $52.20万 | 0.01% | 47,451 | 47,451 | — | $52.20万 | 新建仓 |
| IOT | SAMSARA INC | $52.46万 | 0.01% | 16,556 | -81,098 | -83.0% | -$256.99万 | 重新持有 |
| PPG | PPG INDS INC | $52.52万 | 0.01% | 4,914 | 693 | 16.4% | $7.41万 | 重新持有 |
| GPC | GENUINE PARTS CO | $52.73万 | 0.01% | 4,986 | 2,204 | 79.2% | $23.31万 | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $52.81万 | 0.01% | 3,265 | -668 | -17.0% | -$10.80万 | 重新持有 |
| USFR | WISDOMTREE TR | $52.95万 | 0.01% | 10,519 | 10,519 | — | $52.95万 | 新建仓 |
| WAT | WATERS CORP | $53.25万 | 0.01% | 1,788 | 336 | 23.1% | $10.01万 | 重新持有 |
| — | AIR LEASE CORP | $53.33万 | 0.01% | 8,211 | -118 | -1.4% | -$7,663 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $53.48万 | 0.01% | 58,571 | 58,571 | — | $53.48万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $53.48万 | 0.01% | 8,328 | -7,787 | -48.3% | -$50.01万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $53.50万 | 0.01% | 18,366 | -307 | -1.6% | -$8,943 | 重新持有 |
| LSTR | LANDSTAR SYS INC | $53.50万 | 0.01% | 3,337 | 3,337 | — | $53.50万 | 新建仓 |
| IYW | ISHARES TR | $53.59万 | 0.01% | 2,954 | 966 | 48.6% | $17.52万 | 重新持有 |
| SON | SONOCO PRODS CO | $53.69万 | 0.01% | 9,926 | 1,257 | 14.5% | $6.80万 | 重新持有 |
| BKH | BLACK HILLS CORP | $54.20万 | 0.01% | 7,809 | 2,033 | 35.2% | $14.11万 | 重新持有 |
| FNDA | SCHWAB STRATEGIC TR | $54.41万 | 0.01% | 16,777 | 3,381 | 25.2% | $10.96万 | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.49万 | 0.01% | 12,808 | 12,808 | — | $54.49万 | 新建仓 |
| VTRS | VIATRIS INC | $54.57万 | 0.01% | 40,391 | 5,833 | 16.9% | $7.88万 | 重新持有 |
| VOX | VANGUARD WORLD FD | $54.58万 | 0.01% | 3,035 | 1,142 | 60.3% | $20.54万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $54.66万 | 0.01% | 1,127 | 399 | 54.8% | $19.35万 | 重新持有 |
| IXC | ISHARES TR | $54.71万 | 0.01% | 9,497 | -158 | -1.6% | -$9,102 | 重新持有 |
| DPZ | DOMINOS PIZZA INC | $54.74万 | 0.01% | 1,526 | 1,526 | — | $54.74万 | 新建仓 |
| ENB | ENBRIDGE INC | $54.82万 | 0.01% | 10,125 | 1,967 | 24.1% | $10.65万 | 重新持有 |
| NVT | NVENT ELEC PLC | $54.87万 | 0.01% | 4,639 | 4,639 | — | $54.87万 | 新建仓 |
| EOG | EOG RES INC | $55.00万 | 0.01% | 3,804 | 698 | 22.5% | $10.09万 | 重新持有 |
| PR | PERMIAN RESOURCES CORP | $55.40万 | 0.01% | 25,985 | 25,985 | — | $55.40万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $55.58万 | 0.01% | 4,143 | 4,143 | — | $55.58万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $55.79万 | 0.01% | 15,070 | 15,070 | — | $55.79万 | 新建仓 |
| FTV | FORTIVE CORP | $55.89万 | 0.01% | 10,111 | 3,536 | 53.8% | $19.55万 | 重新持有 |
| FERG | FERGUSON ENTERPRISES INC | $55.99万 | 0.01% | 2,400 | -200 | -7.7% | -$4.67万 | 重新持有 |
| ABM | ABM INDS INC | $56.08万 | 0.01% | 14,558 | 1,582 | 12.2% | $6.09万 | 重新持有 |
| TRMB | TRIMBLE INC | $56.19万 | 0.01% | 8,614 | -779 | -8.3% | -$5.08万 | 重新持有 |
| PSA | PUBLIC STORAGE OPER CO | $56.61万 | 0.01% | 2,090 | -2,712 | -56.5% | -$73.46万 | 重新持有 |
| OC | OWENS CORNING NEW | $56.68万 | 0.01% | 5,237 | 637 | 13.8% | $6.89万 | 重新持有 |
| GBX | GREENBRIER COS INC | $56.71万 | 0.01% | 10,772 | 5,945 | 123.2% | $31.30万 | 重新持有 |
| ACWX | ISHARES TR | $56.80万 | 0.01% | 8,295 | 534 | 6.9% | $3.66万 | 重新持有 |
| IGSB | ISHARES TR | $56.83万 | 0.01% | 10,813 | 107 | 1.0% | $5,624 | 重新持有 |
| ETSY | ETSY INC | $57.05万 | 0.01% | 11,414 | -3,670 | -24.3% | -$18.34万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $57.45万 | 0.01% | 29,767 | 1,830 | 6.6% | $3.53万 | 重新持有 |
| JBL | JABIL INC | $57.83万 | 0.01% | 2,177 | 86 | 4.1% | $2.28万 | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $57.89万 | 0.01% | 11,590 | 1,854 | 19.0% | $9.26万 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $58.06万 | 0.01% | 2,023 | 126 | 6.6% | $3.62万 | 重新持有 |
| ICLR | ICON PLC | $58.10万 | 0.01% | 5,250 | 0 | 0.0% | — | 重新持有 |
| VMI | VALMONT INDS INC | $58.50万 | 0.01% | 1,464 | 212 | 16.9% | $8.47万 | 重新持有 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $58.75万 | 0.01% | 22,389 | 84 | 0.4% | $2,204 | 重新持有 |
| TOST | TOAST INC | $58.87万 | 0.01% | 22,206 | 22,206 | — | $58.87万 | 新建仓 |
| HPQ | HP INC | $59.02万 | 0.01% | 30,723 | 3,169 | 11.5% | $6.09万 | 重新持有 |
| MKSI | MKS INC. | $59.12万 | 0.01% | 2,573 | -889 | -25.7% | -$20.43万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $59.23万 | 0.01% | 6,139 | -292 | -4.5% | -$2.82万 | 重新持有 |
| ESGV | VANGUARD WORLD FD | $59.23万 | 0.01% | 5,275 | 276 | 5.5% | $3.10万 | 重新持有 |
| ARW | ARROW ELECTRS INC | $59.34万 | 0.01% | 4,138 | -6,332 | -60.5% | -$90.80万 | 重新持有 |
| NRG | NRG ENERGY INC | $59.40万 | 0.01% | 4,065 | -1,385 | -25.4% | -$20.24万 | 重新持有 |
| GDX | VANECK ETF TRUST | $59.42万 | 0.01% | 6,475 | 1,392 | 27.4% | $12.77万 | 重新持有 |
| PNW | PINNACLE WEST CAP CORP | $59.51万 | 0.01% | 5,906 | 2,874 | 94.8% | $28.96万 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $59.57万 | 0.01% | 2,890 | 208 | 7.8% | $4.29万 | 重新持有 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $59.70万 | 0.01% | 11,694 | -4 | -0.0% | -$204 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $59.81万 | 0.01% | 2,174 | 516 | 31.1% | $14.20万 | 重新持有 |
| J | JACOBS SOLUTIONS INC | $59.92万 | 0.01% | 4,708 | -220 | -4.5% | -$2.80万 | 重新持有 |
| VICI | VICI PPTYS INC | $60.35万 | 0.01% | 22,089 | 22,089 | — | $60.35万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $60.70万 | 0.01% | 19,934 | 12,598 | 171.7% | $38.36万 | 重新持有 |
| PKG | PACKAGING CORP AMER | $60.72万 | 0.01% | 2,861 | -1,284 | -31.0% | -$27.25万 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $60.78万 | 0.01% | 1,896 | 108 | 6.0% | $3.46万 | 重新持有 |
| MUSA | MURPHY USA INC | $60.93万 | 0.01% | 1,233 | 713 | 137.1% | $35.23万 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $61.00万 | 0.01% | 20,001 | -4,562 | -18.6% | -$13.91万 | 重新持有 |
| VCIT | VANGUARD SCOTTSDALE FDS | $61.13万 | 0.01% | 7,387 | 3,059 | 70.7% | $25.31万 | 重新持有 |
| DHI | D R HORTON INC | $61.41万 | 0.01% | 4,475 | -1,139 | -20.3% | -$15.63万 | 重新持有 |
| WWD | WOODWARD INC | $61.57万 | 0.01% | 1,720 | 1,720 | — | $61.57万 | 新建仓 |
| XPO | XPO INC | $61.58万 | 0.01% | 3,165 | -277 | -8.0% | -$5.39万 | 重新持有 |
| IDEV | ISHARES TR | $61.67万 | 0.01% | 7,379 | 940 | 14.6% | $7.86万 | 重新持有 |
| POR | PORTLAND GEN ELEC CO | $61.88万 | 0.01% | 11,726 | 4,126 | 54.3% | $21.77万 | 重新持有 |
| EG | EVEREST GROUP LTD | $61.99万 | 0.01% | 1,897 | -4,738 | -71.4% | -$154.82万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $62.12万 | 0.01% | 8,964 | -3,109 | -25.8% | -$21.55万 | 重新持有 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $62.17万 | 0.01% | 2,343 | 2,343 | — | $62.17万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $62.21万 | 0.01% | 6,229 | -4 | -0.1% | -$399 | 重新持有 |
| FANG | DIAMONDBACK ENERGY INC | $62.35万 | 0.01% | 3,153 | -7,567 | -70.6% | -$149.65万 | 重新持有 |
| GLPI | GAMING & LEISURE P | $62.40万 | 0.01% | 14,064 | 14,064 | — | $62.40万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $62.44万 | 0.01% | 13,440 | 8,865 | 193.8% | $41.19万 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC | $62.58万 | 0.01% | 41,578 | 4,944 | 13.5% | $7.44万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $62.74万 | 0.01% | 5,001 | 256 | 5.4% | $3.21万 | 重新持有 |
| PGX | INVESCO EXCH TRADED FD TR II | $62.92万 | 0.01% | 57,830 | 1,774 | 3.2% | $1.93万 | 重新持有 |