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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $749.09万 | 0.14% | 54,468 | 1,267 | 2.4% | $17.42万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $745.93万 | 0.14% | 332,854 | -15,255 | -4.4% | -$34.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $726.96万 | 0.14% | 43,856 | 9,627 | 28.1% | $159.58万 | 加仓 |
| EEM | ISHARES TR | $709.16万 | 0.13% | 103,664 | 898 | 0.9% | $6.14万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $702.97万 | 0.13% | 122,001 | -17,567 | -12.6% | -$101.22万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $699.66万 | 0.13% | 59,969 | -8,877 | -12.9% | -$103.57万 | 减仓 |
| FSBC | FIVE STAR BANCORP | $692.11万 | 0.13% | 142,146 | 35 | 0.0% | $1,704 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $690.90万 | 0.13% | 34,438 | 6,941 | 25.2% | $139.25万 | 加仓 |
| CNC | CENTENE CORP DEL | $685.25万 | 0.13% | 106,754 | -22,801 | -17.6% | -$146.36万 | 减仓 |
| TQQQ | PROSHARES TR | $683.99万 | 0.13% | 84,443 | -1,671 | -1.9% | -$13.54万 | 减仓 |
| EIX | EDISON INTL | $676.57万 | 0.13% | 90,876 | -3,254 | -3.5% | -$24.23万 | 减仓 |
| IEFA | ISHARES TR | $664.98万 | 0.12% | 68,853 | 7,485 | 12.2% | $72.29万 | 加仓 |
| NFLX | NETFLIX INC. | $654.72万 | 0.12% | 91,698 | 14,243 | 18.4% | $101.69万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $653.07万 | 0.12% | 27,600 | 1,116 | 4.2% | $26.41万 | 加仓 |
| GM | GENERAL MTRS CO | $649.93万 | 0.12% | 84,318 | 1,750 | 2.1% | $13.49万 | 加仓 |
| PCG | PG&E CORP | $637.23万 | 0.12% | 378,855 | -24,107 | -6.0% | -$40.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $636.26万 | 0.12% | 6,291 | 1,646 | 35.4% | $166.47万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $631.28万 | 0.12% | 37,160 | -10,772 | -22.5% | -$183.00万 | 减仓 |
| C | CITIGROUP INC | $626.10万 | 0.12% | 44,734 | 2,315 | 5.5% | $32.40万 | 加仓 |
| HAPN | HAPPEN INC | $625.42万 | 0.12% | 301,552 | -17,372 | -5.4% | -$36.03万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $614.06万 | 0.11% | 67,673 | 9,937 | 17.2% | $90.17万 | 加仓 |
| GLD | SPDR GOLD TR | $607.05万 | 0.11% | 16,479 | 1,179 | 7.7% | $43.43万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $606.37万 | 0.11% | 206,037 | -10,336 | -4.8% | -$30.42万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $604.95万 | 0.11% | 24,569 | 1,092 | 4.7% | $26.89万 | 加仓 |
| PYLD | PIMCO ETF TR | $595.70万 | 0.11% | 224,624 | 196,668 | 703.5% | $521.56万 | 加仓 |
| EFG | ISHARES TR | $589.10万 | 0.11% | 47,348 | -6,286 | -11.7% | -$78.21万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $569.18万 | 0.11% | 15,564 | 457 | 3.0% | $16.71万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $565.83万 | 0.11% | 31,276 | 3,710 | 13.5% | $67.12万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $564.71万 | 0.10% | 19,511 | 369 | 1.9% | $10.68万 | 加仓 |
| FTI | TECHNIPFMC PLC | $563.06万 | 0.10% | 84,926 | -2,752 | -3.1% | -$18.25万 | 减仓 |
| QCOM | QUALCOMM INC | $559.92万 | 0.10% | 30,301 | -927 | -3.0% | -$17.13万 | 减仓 |
| TXN | TEXAS INSTRS INC | $558.89万 | 0.10% | 18,750 | 1,115 | 6.3% | $33.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $552.11万 | 0.10% | 27,941 | 3,863 | 16.0% | $76.33万 | 加仓 |
| TER | TERADYNE INC | $551.11万 | 0.10% | 11,390 | -1,094 | -8.8% | -$52.93万 | 减仓 |
| IJR | ISHARES TR | $550.70万 | 0.10% | 37,132 | 1,015 | 2.8% | $15.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $540.33万 | 0.10% | 22,237 | 1,085 | 5.1% | $26.36万 | 加仓 |
| FTNT | FORTINET INC | $534.88万 | 0.10% | 34,818 | -5,928 | -14.5% | -$91.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $528.41万 | 0.10% | 73,227 | -11,057 | -13.1% | -$79.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $523.79万 | 0.10% | 43,824 | 3,424 | 8.5% | $40.92万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $518.23万 | 0.10% | 86,820 | 4,493 | 5.5% | $26.82万 | 加仓 |
| HYS | PIMCO ETF TR | $517.96万 | 0.10% | 55,385 | 55,385 | — | $517.96万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $513.66万 | 0.10% | 81,676 | 7,494 | 10.1% | $47.13万 | 加仓 |
| TJX | TJX COS INC NEW | $512.48万 | 0.10% | 33,827 | -896 | -2.6% | -$13.57万 | 减仓 |
| RTX | RTX CORPORATION | $511.29万 | 0.10% | 26,948 | 2,319 | 9.4% | $44.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $509.73万 | 0.09% | 9,925 | 1,157 | 13.2% | $59.42万 | 加仓 |
| FIG | FIGMA INC | $505.66万 | 0.09% | 279,526 | -18,480 | -6.2% | -$33.43万 | 减仓 |
| CMI | CUMMINS INC | $505.16万 | 0.09% | 7,083 | 222 | 3.2% | $15.83万 | 加仓 |
| — | AIRO GROUP HLDGS INC | $504.99万 | 0.09% | 683,339 | 1,148 | 0.2% | $8,484 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $501.72万 | 0.09% | 9,848 | -1,056 | -9.7% | -$53.80万 | 减仓 |
| RDDT | REDDIT INC | $499.59万 | 0.09% | 28,782 | -12,898 | -30.9% | -$223.88万 | 减仓 |
| CRM | SALESFORCE INC | $499.18万 | 0.09% | 31,864 | -6,265 | -16.4% | -$98.15万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $494.34万 | 0.09% | 16,139 | 1,161 | 7.8% | $35.56万 | 加仓 |
| FDX | FEDEX CORP | $493.24万 | 0.09% | 15,752 | -260 | -1.6% | -$8.14万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $486.91万 | 0.09% | 14,395 | 67 | 0.5% | $2.27万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $485.49万 | 0.09% | 14,500 | -849 | -5.5% | -$28.43万 | 减仓 |
| IEMG | ISHARES INC | $477.60万 | 0.09% | 57,654 | -2,475 | -4.1% | -$20.50万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $476.25万 | 0.09% | 171,933 | -21,209 | -11.0% | -$58.75万 | 减仓 |
| DAL | DELTA AIR LINES INC | $473.22万 | 0.09% | 50,525 | 1,841 | 3.8% | $17.24万 | 加仓 |
| APH | AMPHENOL CORP | $471.70万 | 0.09% | 26,752 | 771 | 3.0% | $13.59万 | 加仓 |
| UNP | UNION PAC CORP | $446.46万 | 0.08% | 16,414 | 3,439 | 26.5% | $93.54万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $445.53万 | 0.08% | 91,148 | 9,021 | 11.0% | $44.09万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $441.16万 | 0.08% | 56,625 | 3,674 | 6.9% | $28.62万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $440.97万 | 0.08% | 97,777 | 10,137 | 11.6% | $45.72万 | 加仓 |
| GLW | CORNING INC | $440.67万 | 0.08% | 17,252 | -2,154 | -11.1% | -$55.02万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $439.53万 | 0.08% | 23,070 | 1,948 | 9.2% | $37.11万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $426.65万 | 0.08% | 8,687 | 555 | 6.8% | $27.26万 | 加仓 |
| VB | VANGUARD INDEX FDS | $423.20万 | 0.08% | 13,962 | 312 | 2.3% | $9.46万 | 加仓 |
| SDY | SPDR SERIES TRUST | $423.00万 | 0.08% | 27,796 | 5,246 | 23.3% | $79.83万 | 加仓 |
| RBLX | ROBLOX CORP | $421.14万 | 0.08% | 77,444 | 56,382 | 267.7% | $306.60万 | 加仓 |
| NEM | NEWMONT CORP | $419.31万 | 0.08% | 44,894 | -3,753 | -7.7% | -$35.05万 | 减仓 |
| NKE | NIKE INC | $415.96万 | 0.08% | 101,331 | -18,383 | -15.4% | -$75.46万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $411.62万 | 0.08% | 17,998 | 4,917 | 37.6% | $112.45万 | 加仓 |
| INCY | INCYTE CORP | $408.67万 | 0.08% | 36,050 | -4,301 | -10.7% | -$48.76万 | 减仓 |
| KO | COCA COLA CO | $406.73万 | 0.08% | 50,046 | 4,316 | 9.4% | $35.08万 | 加仓 |
| CIEN | CIENA CORP | $406.13万 | 0.08% | 8,279 | -368 | -4.3% | -$18.05万 | 减仓 |
| PSX | PHILLIPS 66 | $406.04万 | 0.08% | 24,019 | 2,910 | 13.8% | $49.19万 | 加仓 |
| USB | US BANCORP | $401.18万 | 0.07% | 66,421 | -674 | -1.0% | -$4.07万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $399.77万 | 0.07% | 8,048 | 1,292 | 19.1% | $64.18万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $398.37万 | 0.07% | 77,399 | 77,399 | — | $398.37万 | 新建仓 |
| QUAL | ISHARES TR | $387.05万 | 0.07% | 17,639 | 1,336 | 8.2% | $29.32万 | 加仓 |
| IWO | ISHARES TR | $386.17万 | 0.07% | 9,802 | 132 | 1.4% | $5.20万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $385.27万 | 0.07% | 41,755 | -2,562 | -5.8% | -$23.64万 | 减仓 |
| ETN | EATON CORP PLC | $383.94万 | 0.07% | 9,010 | 4,636 | 106.0% | $197.55万 | 加仓 |
| SNPS | SYNOPSYS INC | $379.82万 | 0.07% | 8,515 | 4,264 | 100.3% | $190.20万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $379.50万 | 0.07% | 17,810 | -1,227 | -6.4% | -$26.14万 | 减仓 |
| PFE | PFIZER INC | $374.48万 | 0.07% | 155,516 | 14,951 | 10.6% | $36.00万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $370.22万 | 0.07% | 10,451 | -2,109 | -16.8% | -$74.71万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $370.16万 | 0.07% | 9,308 | 368 | 4.1% | $14.63万 | 加仓 |
| DIS | DISNEY WALT CO | $359.69万 | 0.07% | 37,370 | -5,488 | -12.8% | -$52.82万 | 减仓 |
| AON | AON PLC | $358.64万 | 0.07% | 10,813 | 4,484 | 70.8% | $148.72万 | 加仓 |
| MCD | MCDONALDS CORP | $355.24万 | 0.07% | 13,142 | 235 | 1.8% | $6.35万 | 加仓 |
| ACWI | ISHARES TR | $351.02万 | 0.07% | 22,362 | -328 | -1.4% | -$5.15万 | 减仓 |
| RSMC | TIDAL TRUST III | $348.96万 | 0.06% | 120,663 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $346.17万 | 0.06% | 9,147 | -727 | -7.4% | -$27.51万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $344.49万 | 0.06% | 6,871 | 544 | 8.6% | $27.27万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $340.41万 | 0.06% | 13,304 | -983 | -6.9% | -$25.15万 | 减仓 |
| SYY | SYSCO CORP | $340.21万 | 0.06% | 40,705 | 7,043 | 20.9% | $58.86万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $339.92万 | 0.06% | 5,511 | 2,895 | 110.7% | $178.56万 | 加仓 |
| MS | MORGAN STANLEY | $337.97万 | 0.06% | 16,168 | 1,651 | 11.4% | $34.51万 | 加仓 |
| EME | EMCOR GROUP INC | $337.94万 | 0.06% | 4,072 | 71 | 1.8% | $5.89万 | 加仓 |