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
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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 |
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $49.80万 | 0.01% | 19,425 | -2,106 | -9.8% | -$5.40万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $49.86万 | 0.01% | 23,243 | -260 | -1.1% | -$5,577 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $49.92万 | 0.01% | 27,114 | 1,129 | 4.3% | $2.08万 | 加仓 |
| L | LOEWS CORP | $49.95万 | 0.01% | 4,412 | 12 | 0.3% | $1,359 | 加仓 |
| NEU | NEWMARKET CORP | $49.97万 | 0.01% | 632 | 632 | — | $49.97万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $50.02万 | 0.01% | 6,022 | -230 | -3.7% | -$1.91万 | 减仓 |
| MOAT | VANECK ETF TRUST | $50.19万 | 0.01% | 4,827 | -211 | -4.2% | -$2.19万 | 减仓 |
| UGI | UGI CORP NEW | $50.33万 | 0.01% | 14,570 | 14,570 | — | $50.33万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $50.60万 | 0.01% | 5,602 | 5,602 | — | $50.60万 | 新建仓 |
| USFR | WISDOMTREE TR | $50.67万 | 0.01% | 10,064 | -455 | -4.3% | -$2.29万 | 减仓 |
| SON | SONOCO PRODS CO | $50.76万 | 0.01% | 9,008 | -918 | -9.2% | -$5.17万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $50.81万 | 0.01% | 11,537 | 147 | 1.3% | $6,474 | 加仓 |
| CMF | ISHARES TR | $50.82万 | 0.01% | 8,817 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $51.05万 | 0.01% | 34,306 | 17,309 | 101.8% | $25.76万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $51.07万 | 0.01% | 34,862 | -311 | -0.9% | -$4,556 | 减仓 |
| ETSY | ETSY INC | $51.15万 | 0.01% | 6,791 | -4,623 | -40.5% | -$34.82万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $51.27万 | 0.01% | 15,356 | 15,356 | — | $51.27万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $51.77万 | 0.01% | 7,406 | -156 | -2.1% | -$1.09万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $51.78万 | 0.01% | 25,674 | 5,120 | 24.9% | $10.33万 | 加仓 |
| GLPI | GAMING & LEISURE P | $51.79万 | 0.01% | 11,630 | -2,434 | -17.3% | -$10.84万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $51.83万 | 0.01% | 8,097 | 4,442 | 121.5% | $28.43万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $52.22万 | 0.01% | 5,057 | 348 | 7.4% | $3.59万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $52.34万 | 0.01% | 8,197 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $52.51万 | 0.01% | 3,705 | 3,705 | — | $52.51万 | 新建仓 |
| GBX | GREENBRIER COS INC | $52.69万 | 0.01% | 10,751 | -21 | -0.2% | -$1,029 | 减仓 |
| LH | LABCORP HOLDINGS INC | $52.96万 | 0.01% | 1,891 | 731 | 63.0% | $20.47万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $52.96万 | 0.01% | 10,748 | -2,060 | -16.1% | -$10.15万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $52.99万 | 0.01% | 8,622 | 308 | 3.7% | $1.89万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $53.09万 | 0.01% | 12,668 | 12,668 | — | $53.09万 | 新建仓 |
| ADSK | AUTODESK INC | $53.10万 | 0.01% | 2,731 | -106 | -3.7% | -$2.06万 | 减仓 |
| WAFD | WAFD INC | $53.14万 | 0.01% | 13,849 | 2,122 | 18.1% | $8.14万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $53.23万 | 0.01% | 12,575 | 1,388 | 12.4% | $5.88万 | 加仓 |
| LFUS | LITTELFUSE INC | $53.46万 | 0.01% | 1,174 | 5 | 0.4% | $2,277 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $53.76万 | 0.01% | 22,270 | 2,978 | 15.4% | $7.19万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $54.07万 | 0.01% | 1,178 | 51 | 4.5% | $2.34万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $54.08万 | 0.01% | 10,360 | 10,360 | — | $54.08万 | 新建仓 |
| PPL | PPL CORP | $54.21万 | 0.01% | 14,915 | 5,122 | 52.3% | $18.62万 | 加仓 |
| TENB | TENABLE HLDGS INC | $54.76万 | 0.01% | 14,849 | 1,656 | 12.6% | $6.11万 | 加仓 |
| XYL | XYLEM INC | $54.85万 | 0.01% | 4,640 | 4,640 | — | $54.85万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $54.86万 | 0.01% | 979 | 132 | 15.6% | $7.40万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $54.89万 | 0.01% | 30,957 | 12,392 | 66.7% | $21.97万 | 加仓 |
| HUM | HUMANA INC | $54.90万 | 0.01% | 1,382 | 1,382 | — | $54.90万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $54.95万 | 0.01% | 3,872 | -72 | -1.8% | -$1.02万 | 减仓 |
| BN | BROOKFIELD CORP | $55.29万 | 0.01% | 12,981 | 12,981 | — | $55.29万 | 新建仓 |
| IGSB | ISHARES TR | $55.35万 | 0.01% | 10,562 | -251 | -2.3% | -$1.32万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $55.52万 | 0.01% | 6,366 | 6,366 | — | $55.52万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $55.55万 | 0.01% | 16,253 | 16,253 | — | $55.55万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $55.88万 | 0.01% | 3,038 | 3 | 0.1% | $552 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $56.22万 | 0.01% | 2,333 | 758 | 48.1% | $18.27万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $56.25万 | 0.01% | 5,977 | 2,432 | 68.6% | $22.89万 | 加仓 |
| SUB | ISHARES TR | $56.36万 | 0.01% | 5,294 | -2,174 | -29.1% | -$23.15万 | 减仓 |
| OMC | OMNICOM GROUP INC | $56.39万 | 0.01% | 7,743 | -12,301 | -61.4% | -$89.59万 | 减仓 |
| PBF | PBF ENERGY INC | $56.50万 | 0.01% | 12,412 | 12,412 | — | $56.50万 | 新建仓 |
| BBWI | BATH & BODY WORKS INC | $56.71万 | 0.01% | 24,519 | -25,552 | -51.0% | -$59.10万 | 减仓 |
| SJM | SMUCKER J M CO | $56.99万 | 0.01% | 5,066 | 5,066 | — | $56.99万 | 新建仓 |
| ENS | ENERSYS | $57.04万 | 0.01% | 2,440 | 92 | 3.9% | $2.15万 | 加仓 |
| MUB | ISHARES TR | $57.44万 | 0.01% | 5,337 | 732 | 15.9% | $7.88万 | 加仓 |
| PKG | PACKAGING CORP AMER | $57.44万 | 0.01% | 2,411 | -450 | -15.7% | -$10.72万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $57.54万 | 0.01% | 6,337 | 17 | 0.3% | $1,544 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $57.54万 | 0.01% | 17,294 | 2,080 | 13.7% | $6.92万 | 加仓 |
| URI | UNITED RENTALS INC | $57.70万 | 0.01% | 509 | -84 | -14.2% | -$9.52万 | 减仓 |
| GPC | GENUINE PARTS CO | $57.77万 | 0.01% | 4,896 | -90 | -1.8% | -$1.06万 | 减仓 |
| AGX | ARGAN INC | $57.91万 | 0.01% | 725 | 49 | 7.2% | $3.91万 | 加仓 |
| EXP | EAGLE MATLS INC | $58.01万 | 0.01% | 2,578 | 2,578 | — | $58.01万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $58.11万 | 0.01% | 6,111 | 397 | 6.9% | $3.77万 | 加仓 |
| WCC | WESCO INTL INC | $58.40万 | 0.01% | 1,691 | 118 | 7.5% | $4.08万 | 加仓 |
| STE | STERIS PLC | $58.61万 | 0.01% | 2,783 | -331 | -10.6% | -$6.97万 | 减仓 |
| VIRT | VIRTU FINL INC | $58.93万 | 0.01% | 9,893 | 9,893 | — | $58.93万 | 新建仓 |
| ONEV | SPDR SERIES TRUST | $59.43万 | 0.01% | 4,154 | 11 | 0.3% | $1,574 | 加仓 |
| COHR | COHERENT CORP | $59.72万 | 0.01% | 1,514 | 253 | 20.1% | $9.98万 | 加仓 |
| ET | ENERGY TRANSFER L P | $59.74万 | 0.01% | 31,245 | 1,478 | 5.0% | $2.83万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $60.27万 | 0.01% | 2,145 | 728 | 51.4% | $20.46万 | 加仓 |
| PPG | PPG INDS INC | $60.51万 | 0.01% | 4,989 | 75 | 1.5% | $9,096 | 加仓 |
| FTRE | FORTREA HLDGS INC | $60.59万 | 0.01% | 34,819 | 2,861 | 9.0% | $4.98万 | 加仓 |
| PSA | PUBLIC STORAGE | $60.67万 | 0.01% | 1,906 | -184 | -8.8% | -$5.86万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $60.69万 | 0.01% | 16,854 | 1,784 | 11.8% | $6.42万 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $60.88万 | 0.01% | 22,258 | -131 | -0.6% | -$3,583 | 减仓 |
| NWL | NEWELL BRANDS INC | $60.91万 | 0.01% | 99,195 | 3,732 | 3.9% | $2.29万 | 加仓 |
| VTRS | VIATRIS INC | $61.40万 | 0.01% | 38,663 | -1,728 | -4.3% | -$2.74万 | 减仓 |
| IYW | ISHARES TR | $61.42万 | 0.01% | 2,435 | -519 | -17.6% | -$13.09万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $61.48万 | 0.01% | 3,963 | -278 | -6.6% | -$4.31万 | 减仓 |
| ESTC | ELASTIC N V | $61.55万 | 0.01% | 10,795 | -5,684 | -34.5% | -$32.41万 | 减仓 |
| VRNS | VARONIS SYS INC | $61.59万 | 0.01% | 14,679 | 14,679 | — | $61.59万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $61.69万 | 0.01% | 4,909 | 1,604 | 48.5% | $20.16万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $61.75万 | 0.01% | 12,267 | 12,267 | — | $61.75万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $61.85万 | 0.01% | 9,957 | 9,957 | — | $61.85万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $62.01万 | 0.01% | 70,872 | 12,301 | 21.0% | $10.76万 | 加仓 |
| FTV | FORTIVE CORP | $62.05万 | 0.01% | 10,156 | 45 | 0.4% | $2,749 | 加仓 |
| SLB | SLB LIMITED | $62.05万 | 0.01% | 13,346 | 154 | 1.2% | $7,160 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $62.14万 | 0.01% | 5,047 | 876 | 21.0% | $10.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $62.35万 | 0.01% | 3,366 | 101 | 3.1% | $1.87万 | 加仓 |
| UL | UNILEVER PLC | $62.47万 | 0.01% | 10,392 | 1,455 | 16.3% | $8.75万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $62.62万 | 0.01% | 12,467 | 877 | 7.6% | $4.41万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $62.65万 | 0.01% | 46,545 | 32,059 | 221.3% | $43.15万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $63.28万 | 0.01% | 58,373 | 543 | 0.9% | $5,886 | 加仓 |
| ACWX | ISHARES TR | $63.36万 | 0.01% | 8,325 | 30 | 0.4% | $2,283 | 加仓 |
| EG | EVEREST GROUP LTD | $63.43万 | 0.01% | 1,775 | -122 | -6.4% | -$4.36万 | 减仓 |
| FLS | FLOWSERVE CORP | $63.61万 | 0.01% | 8,577 | -3,845 | -31.0% | -$28.51万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $63.74万 | 0.01% | 16,747 | -30 | -0.2% | -$1,142 | 减仓 |
| VNO | VORNADO RLTY TR | $63.78万 | 0.01% | 16,229 | 16,229 | — | $63.78万 | 新建仓 |