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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $63.04万 | 0.01% | 1,452 | 406 | 38.8% | $17.63万 | 重新持有 |
| SHV | ISHARES TR | $63.18万 | 0.01% | 5,723 | 1,553 | 37.2% | $17.14万 | 重新持有 |
| EBAY | EBAY INC. | $63.64万 | 0.01% | 6,992 | 1,252 | 21.8% | $11.40万 | 重新持有 |
| RWT | REDWOOD TRUST INC | $64.16万 | 0.01% | 114,374 | 251 | 0.2% | $1,408 | 重新持有 |
| FLEX | FLEXTRONICS INTL LTD | $64.69万 | 0.01% | 9,882 | 2,511 | 34.1% | $16.44万 | 重新持有 |
| SUSA | ISHARES TR | $64.79万 | 0.01% | 4,905 | -171 | -3.4% | -$2.26万 | 重新持有 |
| — | NUSHARES ETF TR | $64.81万 | 0.01% | 30,601 | 30,601 | — | $64.81万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $64.97万 | 0.01% | 6,769 | 4,041 | 148.1% | $38.79万 | 重新持有 |
| STT | STATE STR CORP | $65.04万 | 0.01% | 5,139 | 553 | 12.1% | $7.00万 | 重新持有 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $65.04万 | 0.01% | 2,237 | -2 | -0.1% | -$582 | 重新持有 |
| FNF | FIDELITY NATL FINL INC | $65.28万 | 0.01% | 14,076 | -5,027 | -26.3% | -$23.31万 | 重新持有 |
| RGTI | RIGETTI COMPUTING INC | $65.29万 | 0.01% | 46,500 | 46,500 | — | $65.29万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $65.60万 | 0.01% | 4,171 | -84 | -2.0% | -$1.32万 | 重新持有 |
| USRT | ISHARES TR | $65.68万 | 0.01% | 11,097 | 45 | 0.4% | $2,664 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $65.85万 | 0.01% | 8,537 | 8,537 | — | $65.85万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $65.96万 | 0.01% | 4,003 | -1,188 | -22.9% | -$19.58万 | 重新持有 |
| EVH | EVOLENT HEALTH INC | $66.45万 | 0.01% | 291,465 | -57,084 | -16.4% | -$13.02万 | 重新持有 |
| — | WEBSTER FINL CORP | $66.76万 | 0.01% | 9,617 | 2,867 | 42.5% | $19.90万 | 重新持有 |
| DLN | WISDOMTREE TR | $66.87万 | 0.01% | 7,486 | 71 | 1.0% | $6,342 | 重新持有 |
| CGNX | COGNEX CORP | $67.05万 | 0.01% | 13,686 | 383 | 2.9% | $1.88万 | 重新持有 |
| VMC | VULCAN MATLS CO | $67.12万 | 0.01% | 2,465 | -87 | -3.4% | -$2.37万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.21万 | 0.01% | 8,303 | -714 | -7.9% | -$5.78万 | 重新持有 |
| ATRO | ASTRONICS CORP | $67.22万 | 0.01% | 10,074 | 2,989 | 42.2% | $19.94万 | 重新持有 |
| AVUS | AMERICAN CENTY ETF TR | $67.31万 | 0.01% | 6,054 | 7 | 0.1% | $778 | 重新持有 |
| VXF | VANGUARD INDEX FDS | $67.35万 | 0.01% | 3,272 | -455 | -12.2% | -$9.37万 | 重新持有 |
| SLB | SLB LIMITED | $67.80万 | 0.01% | 13,192 | 4,176 | 46.3% | $21.46万 | 重新持有 |
| ADSK | AUTODESK INC | $67.93万 | 0.02% | 2,837 | -892 | -23.9% | -$21.36万 | 重新持有 |
| P | EVERPURE INC | $67.95万 | 0.02% | 11,509 | 2,379 | 26.1% | $14.05万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $68.12万 | 0.02% | 623 | -33 | -5.0% | -$3.61万 | 重新持有 |
| EVRG | EVERGY INC | $68.17万 | 0.02% | 8,321 | 3,082 | 58.8% | $25.25万 | 重新持有 |
| MGV | VANGUARD WORLD FD | $68.22万 | 0.02% | 4,707 | -336 | -6.7% | -$4.87万 | 重新持有 |
| STE | STERIS PLC | $68.87万 | 0.02% | 3,114 | -1,383 | -30.8% | -$30.59万 | 重新持有 |
| CME | CME GROUP INC | $69.12万 | 0.02% | 2,340 | 719 | 44.4% | $21.24万 | 重新持有 |
| EFV | ISHARES TR | $69.24万 | 0.02% | 9,313 | 1,285 | 16.0% | $9.55万 | 重新持有 |
| CCL | CARNIVAL CORP | $69.55万 | 0.02% | 26,874 | 11,698 | 77.1% | $30.27万 | 重新持有 |
| SPMD | SPDR SERIES TRUST | $69.58万 | 0.02% | 11,750 | 4,876 | 70.9% | $28.88万 | 重新持有 |
| TREX | TREX INC | $69.89万 | 0.02% | 19,191 | 14,044 | 272.9% | $51.15万 | 重新持有 |
| NDAQ | NASDAQ INC | $70.55万 | 0.02% | 8,310 | -2,021 | -19.6% | -$17.16万 | 重新持有 |
| VGK | VANGUARD INTL EQUITY INDEX F | $70.73万 | 0.02% | 8,581 | -640 | -6.9% | -$5.28万 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $71.65万 | 0.02% | 15,643 | 2,326 | 17.5% | $10.65万 | 重新持有 |
| PRCH | PORCH GROUP INC | $71.74万 | 0.02% | 100,050 | -381 | -0.4% | -$2,732 | 重新持有 |
| SRPT | SAREPTA THERAPEUTICS INC | $71.79万 | 0.02% | 32,993 | 32,993 | — | $71.79万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $72.40万 | 0.02% | 2,379 | 1,625 | 215.5% | $49.45万 | 重新持有 |
| ESGD | ISHARES TR | $72.77万 | 0.02% | 7,611 | -3,809 | -33.4% | -$36.42万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $72.90万 | 0.02% | 12,862 | -114,666 | -89.9% | -$649.90万 | 减仓 |
| PYLD | PIMCO ETF TR | $73.25万 | 0.02% | 27,956 | 27,956 | — | $73.25万 | 新建仓 |
| ROKU | ROKU INC | $73.65万 | 0.02% | 7,783 | -4,769 | -38.0% | -$45.13万 | 重新持有 |
| MET | METLIFE INC | $73.77万 | 0.02% | 10,431 | -6 | -0.1% | -$424 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $74.13万 | 0.02% | 2,654 | 546 | 25.9% | $15.25万 | 重新持有 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $74.76万 | 0.02% | 34,515 | 2,780 | 8.8% | $6.02万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $74.94万 | 0.02% | 3,252 | 163 | 5.3% | $3.76万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $74.95万 | 0.02% | 3,154 | 587 | 22.9% | $13.95万 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW | $75.22万 | 0.02% | 4,033 | 1,108 | 37.9% | $20.67万 | 重新持有 |
| FR | FIRST INDL RLTY TR INC | $76.53万 | 0.02% | 13,229 | 1,608 | 13.8% | $9.30万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $77.07万 | 0.02% | 16,883 | 65 | 0.4% | $2,967 | 重新持有 |
| PODD | INSULET CORP | $77.09万 | 0.02% | 3,674 | 3,674 | — | $77.09万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $77.14万 | 0.02% | 3,911 | 3,911 | — | $77.14万 | 新建仓 |
| AOA | ISHARES TR | $77.34万 | 0.02% | 8,740 | -114 | -1.3% | -$1.01万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $77.91万 | 0.02% | 6,884 | 1,869 | 37.3% | $21.15万 | 重新持有 |
| MOS | MOSAIC CO | $78.59万 | 0.02% | 30,819 | -4,525 | -12.8% | -$11.54万 | 重新持有 |
| ROK | ROCKWELL AUTOMATION INC | $78.77万 | 0.02% | 2,195 | 722 | 49.0% | $25.91万 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $78.80万 | 0.02% | 4,671 | 4,671 | — | $78.80万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $79.14万 | 0.02% | 16,174 | 2,867 | 21.5% | $14.03万 | 重新持有 |
| FNDE | SCHWAB STRATEGIC TR | $79.49万 | 0.02% | 20,776 | 15,211 | 273.3% | $58.20万 | 重新持有 |
| SUB | ISHARES TR | $79.53万 | 0.02% | 7,468 | -2,924 | -28.1% | -$31.14万 | 重新持有 |
| WPM | WHEATON PRECIOUS METALS CORP | $79.64万 | 0.02% | 6,076 | 3,925 | 182.5% | $51.45万 | 重新持有 |
| FLR | FLUOR CORP | $79.80万 | 0.02% | 17,106 | 8,046 | 88.8% | $37.53万 | 重新持有 |
| PCTY | PAYLOCITY HLDG CORP | $79.92万 | 0.02% | 7,397 | 2,524 | 51.8% | $27.27万 | 重新持有 |
| NNN | NNN REIT INC | $80.18万 | 0.02% | 19,078 | 1,134 | 6.3% | $4.77万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $80.41万 | 0.02% | 12,445 | 3,834 | 44.5% | $24.77万 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEM INC | $80.45万 | 0.02% | 2,895 | -84 | -2.8% | -$2.33万 | 重新持有 |
| FAST | FASTENAL CO | $81.35万 | 0.02% | 17,532 | 3,820 | 27.9% | $17.72万 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP | $81.85万 | 0.02% | 10,220 | -613 | -5.7% | -$4.91万 | 重新持有 |
| DGRO | ISHARES TR | $81.98万 | 0.02% | 11,682 | 3,454 | 42.0% | $24.24万 | 重新持有 |
| LNG | CHENIERE ENERGY INC | $82.18万 | 0.02% | 2,896 | -1,769 | -37.9% | -$50.20万 | 重新持有 |
| WEX | WEX INC | $82.34万 | 0.02% | 5,380 | 5,380 | — | $82.34万 | 新建仓 |
| ESTC | ELASTIC N V | $82.38万 | 0.02% | 16,479 | 5,865 | 55.3% | $29.32万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $83.67万 | 0.02% | 2,424 | 316 | 15.0% | $10.91万 | 重新持有 |
| EMBJ | EMBRAER S.A. | $84.58万 | 0.02% | 14,253 | 1,175 | 9.0% | $6.97万 | 重新持有 |
| MDT | MEDTRONIC PLC | $84.59万 | 0.02% | 9,762 | -4,535 | -31.7% | -$39.30万 | 重新持有 |
| ALB | ALBEMARLE CORP | $84.80万 | 0.02% | 4,724 | 4,724 | — | $84.80万 | 新建仓 |
| ADT | ADT INC DEL | $85.31万 | 0.02% | 129,847 | -73,093 | -36.0% | -$48.02万 | 重新持有 |
| UNFI | UNITED NAT FOODS INC | $85.55万 | 0.02% | 18,985 | 257 | 1.4% | $1.16万 | 重新持有 |
| KEY | KEYCORP | $85.55万 | 0.02% | 42,668 | 18,048 | 73.3% | $36.19万 | 重新持有 |
| DFUV | DIMENSIONAL ETF TRUST | $85.73万 | 0.02% | 17,690 | -10,117 | -36.4% | -$49.03万 | 重新持有 |
| UBSI | UNITED BANKSHARES INC WEST V | $85.92万 | 0.02% | 20,744 | 1,953 | 10.4% | $8.09万 | 重新持有 |
| ENTG | ENTEGRIS INC | $86.00万 | 0.02% | 7,335 | 4 | 0.1% | $469 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $86.08万 | 0.02% | 4,241 | 712 | 20.2% | $14.45万 | 重新持有 |
| COKE | COCA COLA CONS INC | $86.24万 | 0.02% | 4,498 | 772 | 20.7% | $14.80万 | 重新持有 |
| — | COTERRA ENERGY INC | $86.26万 | 0.02% | 24,547 | 17 | 0.1% | $597 | 重新持有 |
| SCI | SERVICE CORP INTL | $86.41万 | 0.02% | 10,473 | 1,868 | 21.7% | $15.41万 | 重新持有 |
| S | SENTINELONE INC | $86.51万 | 0.02% | 67,168 | 67,168 | — | $86.51万 | 新建仓 |
| ASH | ASHLAND INC | $86.62万 | 0.02% | 15,577 | -1,464 | -8.6% | -$8.14万 | 重新持有 |
| LEN | LENNAR CORP | $86.67万 | 0.02% | 9,980 | 7,877 | 374.6% | $68.41万 | 重新持有 |
| COO | COOPER COS INC | $86.85万 | 0.02% | 12,146 | 12,146 | — | $86.85万 | 新建仓 |
| MCO | MOODYS CORP | $86.99万 | 0.02% | 1,994 | 1,301 | 187.7% | $56.76万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $87.21万 | 0.02% | 4,416 | 3,287 | 291.1% | $64.91万 | 重新持有 |
| WRB | BERKLEY W R CORP | $87.35万 | 0.02% | 13,179 | -18,068 | -57.8% | -$119.76万 | 重新持有 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $87.39万 | 0.02% | 10,641 | 7,840 | 279.9% | $64.39万 | 重新持有 |
| NET | CLOUDFLARE INC | $87.76万 | 0.02% | 4,253 | 1,121 | 35.8% | $23.13万 | 重新持有 |