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 |
|---|---|---|---|---|---|---|---|---|
| GIS | GENERAL MILLS INC | $196.27万 | 0.04% | 56,399 | 27,315 | 93.9% | $95.06万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $195.78万 | 0.04% | 69,425 | -8,802 | -11.3% | -$24.82万 | 减仓 |
| NTRS | NORTHERN TR CORP | $194.19万 | 0.04% | 11,170 | 247 | 2.3% | $4.29万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $193.98万 | 0.04% | 7,760 | 3,344 | 75.7% | $83.59万 | 加仓 |
| NET | CLOUDFLARE INC | $193.25万 | 0.04% | 7,879 | 3,626 | 85.3% | $88.94万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $192.38万 | 0.04% | 8,361 | 6,698 | 402.8% | $154.11万 | 加仓 |
| VOTE | TCW ETF TRUST | $192.37万 | 0.04% | 21,818 | 38 | 0.2% | $3,350 | 加仓 |
| MMM | 3M CO | $192.26万 | 0.04% | 11,874 | -314 | -2.6% | -$5.08万 | 减仓 |
| EVR | EVERCORE INC | $192.22万 | 0.04% | 5,630 | 1,203 | 27.2% | $41.07万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $191.37万 | 0.04% | 11,700 | 4,802 | 69.6% | $78.54万 | 加仓 |
| DVY | ISHARES TR | $190.98万 | 0.04% | 12,219 | 86 | 0.7% | $1.34万 | 加仓 |
| OKE | ONEOK INC NEW | $190.79万 | 0.04% | 21,945 | 615 | 2.9% | $5.35万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $190.72万 | 0.04% | 16,134 | 2,068 | 14.7% | $24.45万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $189.43万 | 0.04% | 13,930 | -2,300 | -14.2% | -$31.28万 | 减仓 |
| ARMK | ARAMARK | $187.88万 | 0.03% | 33,019 | -1,384 | -4.0% | -$7.87万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $187.41万 | 0.03% | 21,713 | -3,191 | -12.8% | -$27.54万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $187.33万 | 0.03% | 14,103 | 2,138 | 17.9% | $28.40万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $187.00万 | 0.03% | 50,870 | -2,217 | -4.2% | -$8.15万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $186.73万 | 0.03% | 2,464 | -36 | -1.4% | -$2.73万 | 减仓 |
| BIIB | BIOGEN INC | $186.58万 | 0.03% | 8,636 | 585 | 7.3% | $12.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $186.56万 | 0.03% | 24,706 | 2,665 | 12.1% | $20.12万 | 加仓 |
| SO | SOUTHERN CO | $186.28万 | 0.03% | 19,463 | 1,073 | 5.8% | $10.27万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $184.84万 | 0.03% | 6,834 | 882 | 14.8% | $23.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $184.62万 | 0.03% | 36,500 | -6,093 | -14.3% | -$30.82万 | 减仓 |
| CVS | CVS HEALTH CORP | $184.36万 | 0.03% | 17,821 | -980 | -5.2% | -$10.14万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $184.05万 | 0.03% | 20,943 | 2,188 | 11.7% | $19.23万 | 加仓 |
| SYK | STRYKER CORPORATION | $183.85万 | 0.03% | 5,839 | -1,984 | -25.4% | -$62.47万 | 减仓 |
| ROST | ROSS STORES INC | $183.41万 | 0.03% | 8,617 | 1,809 | 26.6% | $38.50万 | 加仓 |
| TTC | TORO CO | $182.56万 | 0.03% | 18,740 | -2,383 | -11.3% | -$23.21万 | 减仓 |
| NNN | NNN REIT INC | $182.45万 | 0.03% | 39,211 | 20,133 | 105.5% | $93.68万 | 加仓 |
| HAL | HALLIBURTON CO | $181.81万 | 0.03% | 53,552 | 3,638 | 7.3% | $12.35万 | 加仓 |
| OC | OWENS CORNING NEW | $181.20万 | 0.03% | 11,399 | 6,162 | 117.7% | $97.95万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $180.56万 | 0.03% | 28,830 | -8,040 | -21.8% | -$50.35万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $180.12万 | 0.03% | 9,563 | -291 | -3.0% | -$5.48万 | 减仓 |
| PWR | QUANTA SVCS INC | $179.81万 | 0.03% | 2,497 | 342 | 15.9% | $24.63万 | 加仓 |
| BX | BLACKSTONE INC | $178.97万 | 0.03% | 15,209 | 306 | 2.1% | $3.60万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $176.06万 | 0.03% | 5,029 | 421 | 9.1% | $14.74万 | 加仓 |
| OSK | OSHKOSH CORP | $175.89万 | 0.03% | 11,460 | 4,860 | 73.6% | $74.59万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $175.27万 | 0.03% | 5,304 | 640 | 13.7% | $21.15万 | 加仓 |
| DXCM | DEXCOM INC | $175.03万 | 0.03% | 25,988 | -1,064 | -3.9% | -$7.17万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $173.20万 | 0.03% | 34,653 | 13,205 | 61.6% | $66.00万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $172.67万 | 0.03% | 12,428 | 8,378 | 206.9% | $116.40万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $172.61万 | 0.03% | 6,250 | 6,250 | — | $172.61万 | 新建仓 |
| JSTC | TIDAL TRUST I | $170.14万 | 0.03% | 74,363 | 1,463 | 2.0% | $3.35万 | 加仓 |
| MDT | MEDTRONIC PLC | $169.23万 | 0.03% | 21,632 | 11,870 | 121.6% | $92.86万 | 加仓 |
| VTR | VENTAS INC | $166.39万 | 0.03% | 18,737 | -1,386 | -6.9% | -$12.31万 | 减仓 |
| KKR | KKR & CO INC | $165.92万 | 0.03% | 18,078 | 359 | 2.0% | $3.29万 | 加仓 |
| ADI | ANALOG DEVICES INC | $163.49万 | 0.03% | 4,116 | 367 | 9.8% | $14.58万 | 加仓 |
| INTU | INTUIT | $163.07万 | 0.03% | 6,248 | -2,400 | -27.8% | -$62.64万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $162.75万 | 0.03% | 44,884 | -2,988 | -6.2% | -$10.83万 | 减仓 |
| GL | GLOBE LIFE INC | $162.71万 | 0.03% | 9,106 | -97 | -1.1% | -$1.73万 | 减仓 |
| TOL | TOLL BROTHERS INC | $162.55万 | 0.03% | 9,867 | 311 | 3.3% | $5.12万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $161.74万 | 0.03% | 4,148 | -289 | -6.5% | -$11.27万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $161.58万 | 0.03% | 3,051 | -1,491 | -32.8% | -$78.96万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $161.37万 | 0.03% | 42,409 | -4,833 | -10.2% | -$18.39万 | 减仓 |
| CWB | SPDR SERIES TRUST | $161.19万 | 0.03% | 14,950 | 5,050 | 51.0% | $54.45万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $160.67万 | 0.03% | 30,517 | 16,862 | 123.5% | $88.78万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $160.20万 | 0.03% | 44,339 | 209 | 0.5% | $7,551 | 加仓 |
| BURL | BURLINGTON STORES INC | $160.18万 | 0.03% | 5,056 | -1,329 | -20.8% | -$42.10万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $159.95万 | 0.03% | 1,201 | 66 | 5.8% | $8.79万 | 加仓 |
| EVH | EVOLENT HEALTH INC | $159.40万 | 0.03% | 294,096 | 2,631 | 0.9% | $1.43万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $158.99万 | 0.03% | 7,886 | 388 | 5.2% | $7.82万 | 加仓 |
| CTVA | CORTEVA INC | $158.81万 | 0.03% | 18,752 | 511 | 2.8% | $4.33万 | 加仓 |
| VFH | VANGUARD WORLD FD | $158.76万 | 0.03% | 12,064 | 6 | 0.0% | $790 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $158.29万 | 0.03% | 15,691 | -3,133 | -16.6% | -$31.61万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $158.06万 | 0.03% | 19,475 | 11,172 | 134.6% | $90.67万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $158.00万 | 0.03% | 2,916 | -204 | -6.5% | -$11.05万 | 减仓 |
| KMX | CARMAX INC | $157.27万 | 0.03% | 29,735 | -15,553 | -34.3% | -$82.26万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $157.00万 | 0.03% | 4,060 | 700 | 20.8% | $27.07万 | 加仓 |
| AME | AMETEK INC | $156.87万 | 0.03% | 6,484 | 864 | 15.4% | $20.90万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $156.66万 | 0.03% | 66,072 | 13,253 | 25.1% | $31.42万 | 加仓 |
| IQV | IQVIA HLDGS INC | $156.37万 | 0.03% | 8,093 | 1,701 | 26.6% | $32.87万 | 加仓 |
| ATI | ATI INC | $156.15万 | 0.03% | 7,922 | 356 | 4.7% | $7.02万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $156.07万 | 0.03% | 18,987 | 18,987 | — | $156.07万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $155.58万 | 0.03% | 12,604 | 452 | 3.7% | $5.58万 | 加仓 |
| IVZ | INVESCO LTD | $155.33万 | 0.03% | 58,860 | 86 | 0.1% | $2,270 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $154.64万 | 0.03% | 28,193 | 12,629 | 81.1% | $69.27万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $154.61万 | 0.03% | 9,745 | -479 | -4.7% | -$7.60万 | 减仓 |
| MHK | MOHAWK INDS INC | $154.42万 | 0.03% | 12,727 | -283 | -2.2% | -$3.43万 | 减仓 |
| NVR | NVR INC | $154.00万 | 0.03% | 226 | 155 | 218.3% | $105.62万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $153.58万 | 0.03% | 17,046 | -100 | -0.6% | -$9,010 | 减仓 |
| WELL | WELLTOWER INC | $153.23万 | 0.03% | 6,751 | -348 | -4.9% | -$7.90万 | 减仓 |
| ETR | ENTERGY CORP NEW | $152.49万 | 0.03% | 13,276 | 68 | 0.5% | $7,810 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $152.20万 | 0.03% | 31,336 | 7,330 | 30.5% | $35.60万 | 加仓 |
| USHY | ISHARES TR | $151.56万 | 0.03% | 40,940 | 6,083 | 17.5% | $22.52万 | 加仓 |
| PRCH | PORCH GROUP INC | $150.99万 | 0.03% | 100,394 | 344 | 0.3% | $5,174 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $150.42万 | 0.03% | 2,953 | -286 | -8.8% | -$14.57万 | 减仓 |
| T | AT&T INC | $150.30万 | 0.03% | 72,609 | 4,722 | 7.0% | $9.77万 | 加仓 |
| YUM | YUM BRANDS INC | $150.19万 | 0.03% | 9,395 | 386 | 4.3% | $6.17万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $149.62万 | 0.03% | 52,369 | 52,369 | — | $149.62万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $149.42万 | 0.03% | 28,273 | 19,703 | 229.9% | $104.13万 | 加仓 |
| TIP | ISHARES TR | $149.37万 | 0.03% | 13,650 | 422 | 3.2% | $4.62万 | 加仓 |
| BPOP | POPULAR INC | $149.27万 | 0.03% | 9,092 | -116 | -1.3% | -$1.90万 | 减仓 |
| RBC | RBC BEARINGS INC | $147.94万 | 0.03% | 2,297 | 304 | 15.3% | $19.58万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $147.46万 | 0.03% | 4,898 | -801 | -14.1% | -$24.11万 | 减仓 |
| IEUR | ISHARES TR | $147.24万 | 0.03% | 19,588 | 13,896 | 244.1% | $104.46万 | 加仓 |
| DINO | HF SINCLAIR CORP | $147.01万 | 0.03% | 21,107 | -1,873 | -8.2% | -$13.05万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $145.93万 | 0.03% | 49,402 | 6,059 | 14.0% | $17.90万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $145.30万 | 0.03% | 5,473 | -653 | -10.7% | -$17.34万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $144.37万 | 0.03% | 27,789 | -4,483 | -13.9% | -$23.29万 | 减仓 |