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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $143.97万 | 0.03% | 3,192 | -846 | -21.0% | -$38.16万 | 减仓 |
| VEEV | VEEVA SYS INC | $143.89万 | 0.03% | 8,108 | -2,898 | -26.3% | -$51.43万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $143.31万 | 0.03% | 18,718 | 657 | 3.6% | $5.03万 | 加仓 |
| BOXX | EA SERIES TRUST | $143.17万 | 0.03% | 12,227 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $142.97万 | 0.03% | 11,319 | 644 | 6.0% | $8.13万 | 加仓 |
| DTE | DTE ENERGY CO | $142.77万 | 0.03% | 9,370 | 6,621 | 240.9% | $100.89万 | 加仓 |
| TSN | TYSON FOODS INC | $142.34万 | 0.03% | 24,863 | -8,309 | -25.0% | -$47.57万 | 减仓 |
| EFX | EQUIFAX INC | $142.32万 | 0.03% | 8,967 | -59 | -0.7% | -$9,364 | 减仓 |
| VAW | VANGUARD WORLD FD | $142.21万 | 0.03% | 6,216 | 36 | 0.6% | $8,236 | 加仓 |
| RL | RALPH LAUREN CORP | $141.94万 | 0.03% | 3,536 | -707 | -16.7% | -$28.38万 | 减仓 |
| FIVE | FIVE BELOW INC | $141.78万 | 0.03% | 7,886 | -1,692 | -17.7% | -$30.42万 | 减仓 |
| WMB | WILLIAMS COS INC | $140.24万 | 0.03% | 18,865 | -551 | -2.8% | -$4.10万 | 减仓 |
| AZO | AUTOZONE INC | $138.99万 | 0.03% | 435 | 128 | 41.7% | $40.90万 | 加仓 |
| WAB | WABTEC | $138.88万 | 0.03% | 5,151 | 101 | 2.0% | $2.72万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $137.67万 | 0.03% | 3,001 | -2,383 | -44.3% | -$109.32万 | 减仓 |
| S | SENTINELONE INC | $137.40万 | 0.03% | 80,964 | 13,796 | 20.5% | $23.41万 | 加仓 |
| SLDE | SLIDE INS HLDGS INC | $137.22万 | 0.03% | 70,843 | -75,044 | -51.4% | -$145.36万 | 减仓 |
| DOCU | DOCUSIGN INC | $136.72万 | 0.03% | 30,780 | 8,558 | 38.5% | $38.01万 | 加仓 |
| NVS | NOVARTIS AG | $136.49万 | 0.03% | 8,709 | 1,128 | 14.9% | $17.68万 | 加仓 |
| TFC | TRUIST FINL CORP | $136.40万 | 0.03% | 27,378 | 1,420 | 5.5% | $7.07万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $136.37万 | 0.03% | 18,297 | 2,236 | 13.9% | $16.67万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $136.21万 | 0.03% | 3,629 | 734 | 25.4% | $27.55万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $135.23万 | 0.03% | 24,248 | -286 | -1.2% | -$1.60万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $135.21万 | 0.03% | 18,433 | 945 | 5.4% | $6.93万 | 加仓 |
| MCO | MOODYS CORP | $134.94万 | 0.03% | 2,979 | 985 | 49.4% | $44.62万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $134.44万 | 0.02% | 8,884 | -2,065 | -18.9% | -$31.25万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $133.96万 | 0.02% | 8,588 | 348 | 4.2% | $5.43万 | 加仓 |
| MGK | VANGUARD WORLD FD | $133.77万 | 0.02% | 15,217 | 557 | 3.8% | $4.90万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $133.55万 | 0.02% | 38,006 | 5,174 | 15.8% | $18.18万 | 加仓 |
| GRMN | GARMIN LTD | $133.37万 | 0.02% | 5,615 | 981 | 21.2% | $23.30万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $132.71万 | 0.02% | 22,944 | 1,645 | 7.7% | $9.51万 | 加仓 |
| NTES | NETEASE COM INC | $132.69万 | 0.02% | 10,355 | -19 | -0.2% | -$2,435 | 减仓 |
| DOW | DOW HLDGS INC | $130.24万 | 0.02% | 47,604 | -7,321 | -13.3% | -$20.03万 | 减仓 |
| EOG | EOG RES INC | $130.06万 | 0.02% | 10,026 | 6,222 | 163.6% | $80.72万 | 加仓 |
| IJK | ISHARES TR | $130.03万 | 0.02% | 11,067 | -122 | -1.1% | -$1.43万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $129.34万 | 0.02% | 17,710 | 218 | 1.2% | $1.59万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $128.37万 | 0.02% | 14,002 | 3,026 | 27.6% | $27.74万 | 加仓 |
| AA | ALCOA CORP | $128.21万 | 0.02% | 24,589 | -2,127 | -8.0% | -$11.09万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $128.08万 | 0.02% | 24,115 | -497 | -2.0% | -$2.64万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $126.67万 | 0.02% | 23,444 | -45 | -0.2% | -$2,431 | 减仓 |
| SLV | ISHARES SILVER TR | $126.03万 | 0.02% | 23,570 | 558 | 2.4% | $2.98万 | 加仓 |
| BP | BP PLC | $125.30万 | 0.02% | 33,910 | -74 | -0.2% | -$2,734 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $125.22万 | 0.02% | 13,730 | 1,285 | 10.3% | $11.72万 | 加仓 |
| MKSI | MKS INC. | $125.06万 | 0.02% | 2,812 | 239 | 9.3% | $10.63万 | 加仓 |
| AYI | ACUITY INC | $124.93万 | 0.02% | 3,317 | 2,510 | 311.0% | $94.54万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $124.71万 | 0.02% | 4,665 | -6 | -0.1% | -$1,604 | 减仓 |
| IT | GARTNER INC | $124.48万 | 0.02% | 9,604 | -1,248 | -11.5% | -$16.18万 | 减仓 |
| HAS | HASBRO INC | $123.92万 | 0.02% | 15,005 | -3,145 | -17.3% | -$25.97万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $123.75万 | 0.02% | 1,759 | 62 | 3.7% | $4.36万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $123.63万 | 0.02% | 4,635 | 4,635 | — | $123.63万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $123.37万 | 0.02% | 14,586 | 6,049 | 70.9% | $51.16万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $122.55万 | 0.02% | 38,238 | -1,827 | -4.6% | -$5.86万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $122.23万 | 0.02% | 11,693 | 4,296 | 58.1% | $44.91万 | 加仓 |
| CPRT | COPART INC | $122.11万 | 0.02% | 43,318 | -5,422 | -11.1% | -$15.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $121.58万 | 0.02% | 29,136 | 343 | 1.2% | $1.43万 | 加仓 |
| CHE | CHEMED CORP NEW | $121.37万 | 0.02% | 2,606 | 1,966 | 307.2% | $91.56万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $120.74万 | 0.02% | 36,891 | -16,600 | -31.0% | -$54.33万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $119.98万 | 0.02% | 5,050 | 4 | 0.1% | $950 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $119.64万 | 0.02% | 3,538 | 1,195 | 51.0% | $40.41万 | 加仓 |
| OEF | ISHARES TR | $118.33万 | 0.02% | 3,234 | -496 | -13.3% | -$18.15万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $118.21万 | 0.02% | 34,768 | -26,707 | -43.4% | -$90.80万 | 减仓 |
| MOS | MOSAIC CO | $117.65万 | 0.02% | 55,522 | 24,703 | 80.2% | $52.35万 | 加仓 |
| FLEX | FLEX LTD | $117.56万 | 0.02% | 7,254 | -2,628 | -26.6% | -$42.59万 | 减仓 |
| GDDY | GODADDY INC | $116.96万 | 0.02% | 13,779 | 13,779 | — | $116.96万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $116.37万 | 0.02% | 20,151 | 15,391 | 323.3% | $88.89万 | 加仓 |
| SRE | SEMPRA | $115.16万 | 0.02% | 12,421 | 2,130 | 20.7% | $19.75万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $115.11万 | 0.02% | 34,577 | 4,302 | 14.2% | $14.32万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $115.06万 | 0.02% | 7,620 | 7,620 | — | $115.06万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $114.39万 | 0.02% | 34,126 | 15,761 | 85.8% | $52.83万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $114.11万 | 0.02% | 3,927 | 1,503 | 62.0% | $43.67万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $113.85万 | 0.02% | 4,884 | -1,119 | -18.6% | -$26.09万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $112.89万 | 0.02% | 10,204 | 3,320 | 48.2% | $36.73万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $112.69万 | 0.02% | 11,724 | -1,686 | -12.6% | -$16.21万 | 减仓 |
| CUBE | CUBESMART | $111.69万 | 0.02% | 28,083 | 20,152 | 254.1% | $80.14万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $111.52万 | 0.02% | 2,253 | 58 | 2.6% | $2.87万 | 加仓 |
| MET | METLIFE INC | $111.33万 | 0.02% | 13,158 | 2,727 | 26.1% | $23.07万 | 加仓 |
| IWN | ISHARES TR | $110.48万 | 0.02% | 4,995 | 10 | 0.2% | $2,212 | 加仓 |
| PLD | PROLOGIS INC. | $110.25万 | 0.02% | 8,138 | 154 | 1.9% | $2.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $109.53万 | 0.02% | 14,920 | -4,795 | -24.3% | -$35.20万 | 减仓 |
| TREX | TREX INC | $109.33万 | 0.02% | 21,848 | 2,657 | 13.8% | $13.30万 | 加仓 |
| SIXH | EXCHANGE TRADED CONCEPTS TRU | $108.96万 | 0.02% | 25,448 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $108.85万 | 0.02% | 8,599 | 954 | 12.5% | $12.08万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $108.80万 | 0.02% | 29,509 | -943 | -3.1% | -$3.48万 | 减仓 |
| CSX | CSX CORP | $108.37万 | 0.02% | 22,801 | 223 | 1.0% | $1.06万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $108.26万 | 0.02% | 10,045 | 179 | 1.8% | $1.93万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $108.00万 | 0.02% | 10,006 | 4,985 | 99.3% | $53.80万 | 加仓 |
| ARW | ARROW ELECTRS INC | $107.56万 | 0.02% | 5,040 | 902 | 21.8% | $19.25万 | 加仓 |
| WRB | BERKLEY W R CORP | $107.53万 | 0.02% | 15,245 | 2,066 | 15.7% | $14.57万 | 加仓 |
| COO | COOPER COS INC | $106.65万 | 0.02% | 14,873 | 2,727 | 22.5% | $19.55万 | 加仓 |
| MELI | MERCADOLIBRE INC | $106.34万 | 0.02% | 626 | 360 | 135.3% | $61.15万 | 加仓 |
| DGRO | ISHARES TR | $106.28万 | 0.02% | 14,023 | 2,341 | 20.0% | $17.74万 | 加仓 |
| IJS | ISHARES TR | $105.65万 | 0.02% | 7,730 | 12 | 0.2% | $1,640 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $104.56万 | 0.02% | 11,068 | 21 | 0.2% | $1,984 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $104.33万 | 0.02% | 40,221 | 1,193 | 3.1% | $3.09万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $103.95万 | 0.02% | 13,500 | 2 | 0.0% | $154 | 加仓 |
| COIN | COINBASE GLOBAL INC | $103.48万 | 0.02% | 7,079 | -83 | -1.2% | -$1.21万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $102.91万 | 0.02% | 4,839 | -1,435 | -22.9% | -$30.52万 | 减仓 |
| IJJ | ISHARES TR | $102.01万 | 0.02% | 6,905 | -38 | -0.5% | -$5,614 | 减仓 |
| COMP | COMPASS INC | $101.60万 | 0.02% | 82,402 | -551,193 | -87.0% | -$679.63万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $101.24万 | 0.02% | 16,605 | 10,269 | 162.1% | $62.61万 | 加仓 |