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 |
|---|---|---|---|---|---|---|---|---|
| SPEM | SPDR INDEX SHS FDS | $40.77万 | 0.01% | 7,874 | 224 | 2.9% | $1.16万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $40.99万 | 0.01% | 4,959 | -2,428 | -32.9% | -$20.07万 | 减仓 |
| XSD | SPDR SERIES TRUST | $41.04万 | 0.01% | 658 | 658 | — | $41.04万 | 新建仓 |
| GWW | WW GRAINGER INC | $41.10万 | 0.01% | 302 | -1 | -0.3% | -$1,361 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $41.14万 | 0.01% | 11,409 | -1,378 | -10.8% | -$4.97万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $41.15万 | 0.01% | 72,704 | 72,704 | — | $41.15万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $41.21万 | 0.01% | 3,194 | 531 | 19.9% | $6.85万 | 加仓 |
| FSLR | FIRST SOLAR INC | $41.28万 | 0.01% | 1,750 | 10 | 0.6% | $2,359 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $41.31万 | 0.01% | 6,023 | -689 | -10.3% | -$4.73万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $41.39万 | 0.01% | 6,105 | 6,105 | — | $41.39万 | 新建仓 |
| MKTX | MARKETAXESS HLDGS INC | $41.49万 | 0.01% | 3,656 | -9,442 | -72.1% | -$107.16万 | 减仓 |
| WKC | WORLD KINECT CORPORATION | $41.50万 | 0.01% | 12,598 | 12,598 | — | $41.50万 | 新建仓 |
| IXN | ISHARES TR | $41.73万 | 0.01% | 2,888 | 122 | 4.4% | $1.76万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $41.79万 | 0.01% | 7,453 | 1,368 | 22.5% | $7.67万 | 加仓 |
| IQLT | ISHARES TR | $41.80万 | 0.01% | 8,436 | 8,436 | — | $41.80万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $41.88万 | 0.01% | 12,098 | 12,098 | — | $41.88万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $42.04万 | 0.01% | 21,136 | -217 | -1.0% | -$4,316 | 减仓 |
| CINF | CINCINNATI FINL CORP | $42.12万 | 0.01% | 2,275 | 17 | 0.8% | $3,148 | 加仓 |
| STLD | STEEL DYNAMICS INC | $42.16万 | 0.01% | 1,838 | 142 | 8.4% | $3.26万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $42.20万 | 0.01% | 9,410 | -697 | -6.9% | -$3.13万 | 减仓 |
| FISV | FISERV INC | $42.26万 | 0.01% | 8,616 | -14,382 | -62.5% | -$70.55万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $42.31万 | 0.01% | 19,000 | 19,000 | — | $42.31万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $42.38万 | 0.01% | 2,917 | 503 | 20.8% | $7.31万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $42.39万 | 0.01% | 10,730 | 1,490 | 16.1% | $5.89万 | 加仓 |
| NUVB | NUVATION BIO INC | $42.39万 | 0.01% | 74,632 | 600 | 0.8% | $3,408 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $42.42万 | 0.01% | 10,192 | 749 | 7.9% | $3.12万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $42.50万 | 0.01% | 5,561 | -581 | -9.5% | -$4.44万 | 减仓 |
| ONON | ON HLDG AG | $42.53万 | 0.01% | 12,008 | 12,008 | — | $42.53万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $42.65万 | 0.01% | 5,843 | 5,843 | — | $42.65万 | 新建仓 |
| NTCT | NETSCOUT SYS INC | $42.68万 | 0.01% | 9,800 | -204 | -2.0% | -$8,884 | 减仓 |
| AES | AES CORP | $42.76万 | 0.01% | 29,168 | 29,168 | — | $42.76万 | 新建仓 |
| KEX | KIRBY CORP | $42.86万 | 0.01% | 3,152 | 1,009 | 47.1% | $13.72万 | 加仓 |
| ESLT | ELBIT SYS LTD | $42.92万 | 0.01% | 566 | 7 | 1.3% | $5,309 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $43.03万 | 0.01% | 3,685 | 131 | 3.7% | $1.53万 | 加仓 |
| — | ISHARES ETHEREUM TR | $43.21万 | 0.01% | 36,344 | 10,921 | 43.0% | $12.98万 | 加仓 |
| WY | WEYERHAEUSER CO | $43.40万 | 0.01% | 18,128 | 4,102 | 29.2% | $9.82万 | 加仓 |
| AEE | AMEREN CORP | $43.40万 | 0.01% | 3,840 | 140 | 3.8% | $1.58万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $43.53万 | 0.01% | 7,843 | 100 | 1.3% | $5,550 | 加仓 |
| CME | CME GROUP INC | $43.59万 | 0.01% | 1,974 | -366 | -15.6% | -$8.08万 | 减仓 |
| CCK | CROWN HLDGS INC | $43.66万 | 0.01% | 3,904 | -4,944 | -55.9% | -$55.29万 | 减仓 |
| HOMB | HOME BANCSHARES INC | $43.76万 | 0.01% | 15,328 | 15,328 | — | $43.76万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $43.86万 | 0.01% | 1,848 | -552 | -23.0% | -$13.10万 | 减仓 |
| DLTR | DOLLAR TREE INC | $43.92万 | 0.01% | 3,631 | 140 | 4.0% | $1.69万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $44.00万 | 0.01% | 3,751 | -185 | -4.7% | -$2.17万 | 减仓 |
| IEX | IDEX CORP | $44.14万 | 0.01% | 1,945 | -2 | -0.1% | -$454 | 减仓 |
| VICR | VICOR CORP | $44.21万 | 0.01% | 1,164 | 1,164 | — | $44.21万 | 新建仓 |
| TEX | TEREX CORP NEW | $44.27万 | 0.01% | 6,115 | 1,151 | 23.2% | $8.33万 | 加仓 |
| NCNO | NCINO INC | $44.27万 | 0.01% | 27,078 | 27,078 | — | $44.27万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $44.28万 | 0.01% | 9,689 | 125 | 1.3% | $5,712 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $44.39万 | 0.01% | 9,413 | -4,663 | -33.1% | -$21.99万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $44.45万 | 0.01% | 5,484 | 788 | 16.8% | $6.39万 | 加仓 |
| HEI/A | HEICO CORP NEW | $44.54万 | 0.01% | 1,727 | 1,727 | — | $44.54万 | 新建仓 |
| XEL | XCEL ENERGY INC | $44.76万 | 0.01% | 5,573 | 426 | 8.3% | $3.42万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $44.80万 | 0.01% | 20,976 | 20,976 | — | $44.80万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $44.95万 | 0.01% | 7,245 | 7,245 | — | $44.95万 | 新建仓 |
| FMDE | FIDELITY COVINGTON TRUST | $45.01万 | 0.01% | 11,091 | 14 | 0.1% | $568 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $45.01万 | 0.01% | 3,139 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $45.21万 | 0.01% | 9,578 | 9,578 | — | $45.21万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $45.22万 | 0.01% | 19,175 | 1,518 | 8.6% | $3.58万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $45.23万 | 0.01% | 8,373 | 183 | 2.2% | $9,886 | 加仓 |
| TM | TOYOTA MOTOR CORP | $45.24万 | 0.01% | 2,686 | -204 | -7.1% | -$3.44万 | 减仓 |
| STNG | SCORPIO TANKERS INC | $45.33万 | 0.01% | 6,545 | 494 | 8.2% | $3.42万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $45.40万 | 0.01% | 7,800 | -196 | -2.5% | -$1.14万 | 减仓 |
| — | ISHARES TR | $45.44万 | 0.01% | 6,018 | 6,018 | — | $45.44万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $45.67万 | 0.01% | 2,217 | 503 | 29.3% | $10.36万 | 加仓 |
| IXC | ISHARES TR | $45.69万 | 0.01% | 9,300 | -197 | -2.1% | -$9,679 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $45.77万 | 0.01% | 2,160 | 173 | 8.7% | $3.67万 | 加仓 |
| EFAV | ISHARES TR | $45.94万 | 0.01% | 5,237 | 288 | 5.8% | $2.53万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $46.00万 | 0.01% | 3,097 | -125 | -3.9% | -$1.86万 | 减仓 |
| UNM | UNUM GROUP | $46.08万 | 0.01% | 5,155 | 1,309 | 34.0% | $11.70万 | 加仓 |
| GSK | GSK PLC | $46.43万 | 0.01% | 8,857 | 1,351 | 18.0% | $7.08万 | 加仓 |
| CRBN | ISHARES TR | $46.48万 | 0.01% | 1,837 | 12 | 0.7% | $3,036 | 加仓 |
| GDX | VANECK ETF TRUST | $46.57万 | 0.01% | 6,172 | -303 | -4.7% | -$2.29万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $46.59万 | 0.01% | 4,854 | -147 | -2.9% | -$1.41万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $46.60万 | 0.01% | 1,783 | -454 | -20.3% | -$11.87万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $46.71万 | 0.01% | 8,271 | -4,591 | -35.7% | -$25.93万 | 减仓 |
| GTLB | GITLAB INC | $46.73万 | 0.01% | 15,305 | -26,271 | -63.2% | -$80.21万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $47.19万 | 0.01% | 3,104 | -137 | -4.2% | -$2.08万 | 减仓 |
| IBB | ISHARES TR | $47.38万 | 0.01% | 2,491 | -52 | -2.0% | -$9,890 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $47.50万 | 0.01% | 10,476 | -524 | -4.8% | -$2.38万 | 减仓 |
| SONY | SONY GROUP CORP | $47.57万 | 0.01% | 23,715 | -159 | -0.7% | -$3,190 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $47.58万 | 0.01% | 6,020 | 12 | 0.2% | $948 | 加仓 |
| SAN | BANCO SANTANDER SA | $47.62万 | 0.01% | 34,505 | 6,327 | 22.5% | $8.73万 | 加仓 |
| O | REALTY INCOME CORP | $47.76万 | 0.01% | 7,708 | 85 | 1.1% | $5,267 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $47.99万 | 0.01% | 5,828 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $48.11万 | 0.01% | 1,794 | 65 | 3.8% | $1.74万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $48.15万 | 0.01% | 16,432 | 16,432 | — | $48.15万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $48.42万 | 0.01% | 2,754 | -399 | -12.7% | -$7.01万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $48.42万 | 0.01% | 6,176 | 143 | 2.4% | $1.12万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $48.45万 | 0.01% | 18,282 | 153 | 0.8% | $4,055 | 加仓 |
| VICI | VICI PPTYS INC | $48.52万 | 0.01% | 18,274 | -3,815 | -17.3% | -$10.13万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $48.88万 | 0.01% | 4,281 | -6,663 | -60.9% | -$76.07万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $49.18万 | 0.01% | 6,939 | -3,702 | -34.8% | -$26.24万 | 减仓 |
| CSTM | CONSTELLIUM SE | $49.24万 | 0.01% | 15,449 | 1,600 | 11.6% | $5.10万 | 加仓 |
| BC | BRUNSWICK CORP | $49.25万 | 0.01% | 5,847 | -203 | -3.4% | -$1.71万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $49.41万 | 0.01% | 5,931 | 206 | 3.6% | $1.72万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $49.43万 | 0.01% | 10,701 | -16,293 | -60.4% | -$75.26万 | 减仓 |
| ACMR | ACM RESH INC | $49.56万 | 0.01% | 3,905 | 3,905 | — | $49.56万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $49.71万 | 0.01% | 10,396 | -957 | -8.4% | -$4.58万 | 减仓 |
| FICO | FAIR ISAAC CORP | $49.78万 | 0.01% | 417 | -17 | -3.9% | -$2.03万 | 减仓 |