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 |
|---|---|---|---|---|---|---|---|---|
| CVLC | MORGAN STANLEY ETF TRUST | $88.44万 | 0.02% | 11,047 | 11,047 | — | $88.44万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $88.51万 | 0.02% | 21,448 | 21,448 | — | $88.51万 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD | $88.55万 | 0.02% | 31,966 | 14,771 | 85.9% | $40.92万 | 重新持有 |
| CCK | CROWN HLDGS INC | $88.70万 | 0.02% | 8,848 | -320 | -3.5% | -$3.21万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR | $88.72万 | 0.02% | 8,003 | 2,380 | 42.3% | $26.38万 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $88.90万 | 0.02% | 3,060 | -286 | -8.5% | -$8.31万 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $88.90万 | 0.02% | 9,866 | 5,922 | 150.2% | $53.36万 | 重新持有 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $89.01万 | 0.02% | 12,269 | 5,976 | 95.0% | $43.36万 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $89.80万 | 0.02% | 12,278 | 6 | 0.0% | $439 | 重新持有 |
| GTLB | GITLAB INC | $89.97万 | 0.02% | 41,576 | 41,576 | — | $89.97万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $90.60万 | 0.02% | 9,900 | 0 | 0.0% | — | 重新持有 |
| CTAS | CINTAS CORP | $91.29万 | 0.02% | 5,397 | 1,710 | 46.4% | $28.92万 | 重新持有 |
| FLS | FLOWSERVE CORP | $91.31万 | 0.02% | 12,422 | -584 | -4.5% | -$4.29万 | 重新持有 |
| IJS | ISHARES TR | $91.42万 | 0.02% | 7,718 | 244 | 3.3% | $2.89万 | 重新持有 |
| AGG | ISHARES TR | $91.66万 | 0.02% | 9,233 | 1,446 | 18.6% | $14.35万 | 重新持有 |
| D | DOMINION ENERGY INC | $91.85万 | 0.02% | 14,857 | 1,941 | 15.0% | $12.00万 | 重新持有 |
| IJJ | ISHARES TR | $91.99万 | 0.02% | 6,943 | 228 | 3.4% | $3.02万 | 重新持有 |
| OHI | OMEGA HEALTHCARE INVS INC | $92.05万 | 0.02% | 21,006 | 6,725 | 47.1% | $29.47万 | 重新持有 |
| CSX | CSX CORP | $92.68万 | 0.02% | 22,578 | 529 | 2.4% | $2.17万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $92.89万 | 0.02% | 6,371 | 1,226 | 23.8% | $17.87万 | 重新持有 |
| OVV | OVINTIV INC | $92.96万 | 0.02% | 15,661 | -10,031 | -39.0% | -$59.54万 | 重新持有 |
| USFD | US FOODS HLDG CORP | $93.10万 | 0.02% | 10,096 | -594 | -5.6% | -$5.48万 | 重新持有 |
| GLDM | WORLD GOLD TR | $93.14万 | 0.02% | 10,049 | 1,520 | 17.8% | $14.09万 | 重新持有 |
| IVLU | ISHARES TR | $93.25万 | 0.02% | 23,501 | 1,116 | 5.0% | $4.43万 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $93.34万 | 0.02% | 2,638 | 2,010 | 320.1% | $71.12万 | 重新持有 |
| BBWI | BATH & BODY WORKS INC | $93.48万 | 0.02% | 50,071 | 31,093 | 163.8% | $58.05万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $93.55万 | 0.02% | 10,976 | -286 | -2.5% | -$2.44万 | 重新持有 |
| — | MASIMO CORP | $93.93万 | 0.02% | 5,281 | 5,281 | — | $93.93万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $94.28万 | 0.02% | 30,452 | 443 | 1.5% | $1.37万 | 重新持有 |
| SHEL | SHELL PLC | $94.37万 | 0.02% | 10,147 | 121 | 1.2% | $1.13万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES INC | $94.48万 | 0.02% | 16,576 | 16,576 | — | $94.48万 | 新建仓 |
| IWN | ISHARES TR | $94.50万 | 0.02% | 4,985 | 12 | 0.2% | $2,275 | 重新持有 |
| DDOG | DATADOG INC | $96.06万 | 0.02% | 8,137 | 1,889 | 30.2% | $22.30万 | 重新持有 |
| OSK | OSHKOSH CORP | $97.16万 | 0.02% | 6,600 | 388 | 6.2% | $5.71万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $97.17万 | 0.02% | 13,410 | -148 | -1.1% | -$1.07万 | 重新持有 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $98.36万 | 0.02% | 3,360 | -1,268 | -27.4% | -$37.12万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $98.47万 | 0.02% | 17,488 | 7,514 | 75.3% | $42.31万 | 重新持有 |
| SRE | SEMPRA | $100.00万 | 0.02% | 10,291 | 1,745 | 20.4% | $16.96万 | 重新持有 |
| SIRI | SIRIUSXM HOLDINGS INC | $100.03万 | 0.02% | 43,343 | -1,605 | -3.6% | -$3.70万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $100.11万 | 0.02% | 7,645 | 631 | 9.0% | $8.26万 | 重新持有 |
| HST | HOST HOTELS & RESORTS INC | $101.20万 | 0.02% | 52,819 | 26,877 | 103.6% | $51.50万 | 重新持有 |
| DAR | DARLING INGREDIENTS INC | $101.29万 | 0.02% | 16,377 | 16,377 | — | $101.29万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $102.18万 | 0.02% | 21,782 | 18,394 | 542.9% | $86.29万 | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $102.80万 | 0.02% | 5,996 | 3,829 | 176.7% | $65.65万 | 重新持有 |
| CRS | CARPENTER TECHNOLOGY CORP | $103.12万 | 0.02% | 2,616 | 2,616 | — | $103.12万 | 新建仓 |
| SOXX | ISHARES TR | $103.13万 | 0.02% | 3,138 | 1,487 | 90.1% | $48.87万 | 重新持有 |
| AZO | AUTOZONE INC | $103.71万 | 0.02% | 307 | -215 | -41.2% | -$72.63万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $104.34万 | 0.02% | 5,263 | 1,085 | 26.0% | $21.51万 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $104.37万 | 0.02% | 8,240 | -1,088 | -11.7% | -$13.78万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $104.69万 | 0.02% | 1,697 | -228 | -11.8% | -$14.06万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $104.79万 | 0.02% | 11,351 | 287 | 2.6% | $2.65万 | 重新持有 |
| MSCI | MSCI INC | $104.80万 | 0.02% | 1,944 | -842 | -30.2% | -$45.39万 | 重新持有 |
| TEAM | ATLASSIAN CORPORATION | $105.18万 | 0.02% | 15,411 | 8,626 | 127.1% | $58.87万 | 重新持有 |
| MANH | MANHATTAN ASSOCIATES INC | $105.32万 | 0.02% | 7,912 | -256 | -3.1% | -$3.41万 | 重新持有 |
| LMB | LIMBACH HLDGS INC | $105.35万 | 0.02% | 13,498 | -635 | -4.5% | -$4.96万 | 重新持有 |
| DOCU | DOCUSIGN INC | $105.35万 | 0.02% | 22,222 | 14,123 | 174.4% | $66.96万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $105.46万 | 0.02% | 23,316 | 8,776 | 60.4% | $39.69万 | 重新持有 |
| PLD | PROLOGIS INC. | $105.53万 | 0.02% | 7,984 | 1,382 | 20.9% | $18.27万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $105.84万 | 0.02% | 28,793 | 599 | 2.1% | $2.20万 | 重新持有 |
| BALL | BALL CORP | $106.12万 | 0.02% | 17,953 | 10,381 | 137.1% | $61.36万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $106.63万 | 0.02% | 5,046 | 391 | 8.4% | $8.26万 | 重新持有 |
| SIXH | EXCHANGE TRADED CONCEPTS TRU | $107.26万 | 0.02% | 25,448 | 0 | 0.0% | — | 重新持有 |
| GRMN | GARMIN LTD | $107.50万 | 0.02% | 4,634 | -3,501 | -43.0% | -$81.22万 | 重新持有 |
| MGK | VANGUARD WORLD FD | $107.73万 | 0.02% | 2,932 | -91 | -3.0% | -$3.34万 | 重新持有 |
| RBC | RBC BEARINGS INC | $108.24万 | 0.02% | 1,993 | 1,993 | — | $108.24万 | 新建仓 |
| GIS | GENERAL MILLS INC | $108.25万 | 0.02% | 29,084 | 21,777 | 298.0% | $81.05万 | 重新持有 |
| IQV | IQVIA HLDGS INC | $109.00万 | 0.02% | 6,392 | -1,016 | -13.7% | -$17.33万 | 重新持有 |
| IRM | IRON MTN INC DEL | $109.03万 | 0.02% | 10,675 | 8,541 | 400.2% | $87.24万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $109.46万 | 0.02% | 6,003 | -54 | -0.9% | -$9,846 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $109.90万 | 0.02% | 40,065 | 30,973 | 340.7% | $84.96万 | 重新持有 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $110.00万 | 0.02% | 13,655 | 13,655 | — | $110.00万 | 新建仓 |
| ATI | ATI INC | $110.06万 | 0.02% | 7,566 | 7,566 | — | $110.06万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $111.08万 | 0.02% | 51,380 | -423 | -0.8% | -$9,145 | 重新持有 |
| PRF | INVESCO EXCHANGE TRADED FD T | $111.64万 | 0.02% | 23,489 | 198 | 0.9% | $9,411 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $112.26万 | 0.02% | 47,148 | 22,431 | 90.8% | $53.41万 | 重新持有 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $112.54万 | 0.02% | 24,534 | -1,217 | -4.7% | -$5.58万 | 重新持有 |
| IJK | ISHARES TR | $112.59万 | 0.02% | 11,189 | -916 | -7.6% | -$9.22万 | 重新持有 |
| — | ELECTRONIC ARTS INC | $113.07万 | 0.02% | 5,546 | 340 | 6.5% | $6.93万 | 重新持有 |
| NVS | NOVARTIS AG | $115.81万 | 0.03% | 7,581 | 902 | 13.5% | $13.78万 | 重新持有 |
| NTES | NETEASE COM INC | $116.12万 | 0.03% | 10,374 | 116 | 1.1% | $1.30万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $116.32万 | 0.03% | 30,275 | 16,176 | 114.7% | $62.15万 | 重新持有 |
| G | GENPACT LIMITED | $116.82万 | 0.03% | 31,361 | 21,605 | 221.5% | $80.48万 | 重新持有 |
| PB | PROSPERITY BANCSHARES INC | $117.51万 | 0.03% | 17,492 | 8,806 | 101.4% | $59.16万 | 重新持有 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $117.94万 | 0.03% | 39,028 | 939 | 2.5% | $2.84万 | 重新持有 |
| PWR | QUANTA SVCS INC | $118.33万 | 0.03% | 2,155 | 153 | 7.6% | $8.40万 | 重新持有 |
| OEF | ISHARES TR | $118.63万 | 0.03% | 3,730 | -205 | -5.2% | -$6.52万 | 重新持有 |
| AMT | AMERICAN TOWER CORP | $119.05万 | 0.03% | 6,898 | -1,923 | -21.8% | -$33.19万 | 重新持有 |
| RBLX | ROBLOX CORP | $119.13万 | 0.03% | 21,062 | -16,583 | -44.1% | -$93.79万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $119.27万 | 0.03% | 3,749 | 618 | 19.7% | $19.66万 | 重新持有 |
| TFC | TRUIST FINL CORP | $119.33万 | 0.03% | 25,958 | -4,790 | -15.6% | -$22.02万 | 重新持有 |
| AME | AMETEK INC | $120.48万 | 0.03% | 5,620 | 1,127 | 25.1% | $24.16万 | 重新持有 |
| AIG | AMERICAN INTL GROUP INC | $120.86万 | 0.03% | 16,061 | 107 | 0.7% | $8,052 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $121.53万 | 0.03% | 12,269 | -1,127 | -8.4% | -$11.16万 | 重新持有 |
| ITT | ITT INC | $121.71万 | 0.03% | 6,388 | 6,388 | — | $121.71万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $122.77万 | 0.03% | 21,299 | -2,487 | -10.5% | -$14.34万 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $123.49万 | 0.03% | 7,703 | -2,102 | -21.4% | -$33.70万 | 重新持有 |
| BPOP | POPULAR INC | $123.54万 | 0.03% | 9,208 | -1,878 | -16.9% | -$25.20万 | 重新持有 |
| — | SEALED AIR CORP NEW | $123.88万 | 0.03% | 29,460 | -299 | -1.0% | -$1.26万 | 重新持有 |
| HUBS | HUBSPOT INC | $124.01万 | 0.03% | 5,080 | 1,364 | 36.7% | $33.30万 | 重新持有 |
| KR | KROGER CO | $124.25万 | 0.03% | 17,171 | 211 | 1.2% | $1.53万 | 重新持有 |