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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $78.66万 | 0.01% | 7,903 | 7,903 | — | $78.66万 | 新建仓 |
| ORI | OLD REP INTL CORP | $78.62万 | 0.01% | 19,212 | -12,850 | -40.1% | -$52.58万 | 减仓 |
| CPAY | CORPAY INC | $78.54万 | 0.01% | 2,357 | 944 | 66.8% | $31.46万 | 加仓 |
| FFIV | F5 INC | $77.65万 | 0.01% | 1,867 | 659 | 54.6% | $27.41万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $77.57万 | 0.01% | 2,771 | -2,539 | -47.8% | -$71.08万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $77.54万 | 0.01% | 6,054 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $77.33万 | 0.01% | 14,509 | 2,279 | 18.6% | $12.15万 | 加仓 |
| ITT | ITT INC | $77.07万 | 0.01% | 3,897 | -2,491 | -39.0% | -$49.26万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $77.04万 | 0.01% | 13,667 | 227 | 1.7% | $1.28万 | 加仓 |
| PODD | INSULET CORP | $76.86万 | 0.01% | 5,049 | 1,375 | 37.4% | $20.93万 | 加仓 |
| EVRG | EVERGY INC | $76.48万 | 0.01% | 8,849 | 528 | 6.3% | $4.56万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $76.18万 | 0.01% | 19,995 | 19,995 | — | $76.18万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $76.15万 | 0.01% | 4,420 | 1,677 | 61.1% | $28.89万 | 加仓 |
| ENTG | ENTEGRIS INC | $76.14万 | 0.01% | 4,234 | -3,101 | -42.3% | -$55.77万 | 减仓 |
| VMC | VULCAN MATLS CO | $76.10万 | 0.01% | 2,579 | 114 | 4.6% | $3.36万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $75.15万 | 0.01% | 14,499 | 2,773 | 23.6% | $14.37万 | 加仓 |
| AWR | AMER STATES WTR CO | $75.12万 | 0.01% | 9,091 | 3,960 | 77.2% | $32.72万 | 加仓 |
| CTAS | CINTAS CORP | $74.79万 | 0.01% | 4,397 | -1,000 | -18.5% | -$17.01万 | 减仓 |
| TW | TRADEWEB MKTS INC | $74.77万 | 0.01% | 7,502 | -4,293 | -36.4% | -$42.78万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $74.50万 | 0.01% | 8,236 | -1,984 | -19.4% | -$17.95万 | 减仓 |
| RHI | ROBERT HALF INC. | $74.28万 | 0.01% | 24,195 | 5,091 | 26.6% | $15.63万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $74.09万 | 0.01% | 10,347 | 4,009 | 63.3% | $28.71万 | 加仓 |
| NWSA | NEWS CORP NEW | $74.03万 | 0.01% | 29,814 | 11,293 | 61.0% | $28.04万 | 加仓 |
| SUSA | ISHARES TR | $73.69万 | 0.01% | 4,776 | -129 | -2.6% | -$1.99万 | 减仓 |
| ESGD | ISHARES TR | $73.67万 | 0.01% | 7,166 | -445 | -5.8% | -$4.57万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $73.62万 | 0.01% | 4,167 | 567 | 15.8% | $10.02万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $73.49万 | 0.01% | 17,020 | -6,296 | -27.0% | -$27.19万 | 减仓 |
| USRT | ISHARES TR | $73.44万 | 0.01% | 11,052 | -45 | -0.4% | -$2,990 | 减仓 |
| DUOL | DUOLINGO INC | $73.20万 | 0.01% | 6,364 | 6,364 | — | $73.20万 | 新建仓 |
| MTUM | ISHARES TR | $73.17万 | 0.01% | 2,134 | 139 | 7.0% | $4.77万 | 加仓 |
| ZS | ZSCALER INC | $73.12万 | 0.01% | 5,181 | 3,661 | 240.9% | $51.67万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $72.91万 | 0.01% | 3,526 | 189 | 5.7% | $3.91万 | 加仓 |
| HUBS | HUBSPOT INC | $72.82万 | 0.01% | 3,990 | -1,090 | -21.5% | -$19.89万 | 减仓 |
| VFC | V F CORP | $72.69万 | 0.01% | 43,579 | -30,593 | -41.2% | -$51.03万 | 减仓 |
| DLN | WISDOMTREE TR | $72.45万 | 0.01% | 7,522 | 36 | 0.5% | $3,467 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $72.33万 | 0.01% | 7,931 | -8,125 | -50.6% | -$74.09万 | 减仓 |
| DHI | D R HORTON INC | $72.21万 | 0.01% | 4,433 | -42 | -0.9% | -$6,841 | 减仓 |
| SHV | ISHARES TR | $72.08万 | 0.01% | 6,532 | 809 | 14.1% | $8.93万 | 加仓 |
| EFV | ISHARES TR | $71.56万 | 0.01% | 9,349 | 36 | 0.4% | $2,756 | 加仓 |
| P | EVERPURE INC | $71.38万 | 0.01% | 9,060 | -2,449 | -21.3% | -$19.29万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $70.97万 | 0.01% | 5,232 | -10,411 | -66.6% | -$141.21万 | 减仓 |
| ROKU | ROKU INC | $70.90万 | 0.01% | 5,132 | -2,651 | -34.1% | -$36.62万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $70.84万 | 0.01% | 2,252 | 229 | 11.3% | $7.20万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $70.71万 | 0.01% | 5,347 | 72 | 1.4% | $9,522 | 加仓 |
| SHC | SOTERA HEALTH CO | $70.64万 | 0.01% | 39,796 | 12,265 | 44.5% | $21.77万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $70.35万 | 0.01% | 40,548 | -1,030 | -2.5% | -$1.79万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $70.30万 | 0.01% | 7,934 | 2,041 | 34.6% | $18.08万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $70.29万 | 0.01% | 20,193 | 192 | 1.0% | $6,684 | 加仓 |
| APP | APPLOVIN CORP | $69.99万 | 0.01% | 1,358 | 246 | 22.1% | $12.68万 | 加仓 |
| WWD | WOODWARD INC | $69.67万 | 0.01% | 1,638 | -82 | -4.8% | -$3.49万 | 减仓 |
| DT | DYNATRACE INC | $69.65万 | 0.01% | 15,861 | 15,861 | — | $69.65万 | 新建仓 |
| ESGU | ISHARES TR | $69.58万 | 0.01% | 4,251 | 658 | 18.3% | $10.77万 | 加仓 |
| BKH | BLACK HILLS CORP | $69.47万 | 0.01% | 9,338 | 1,529 | 19.6% | $11.38万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $69.34万 | 0.01% | 5,270 | 5,270 | — | $69.34万 | 新建仓 |
| IUSV | ISHARES TR | $69.27万 | 0.01% | 6,289 | 2,654 | 73.0% | $29.23万 | 加仓 |
| AN | AUTONATION INC | $69.13万 | 0.01% | 3,721 | 1,408 | 60.9% | $26.16万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $68.95万 | 0.01% | 3,183 | 1,409 | 79.4% | $30.52万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $68.72万 | 0.01% | 6,668 | 439 | 7.0% | $4.52万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $68.60万 | 0.01% | 11,738 | 44 | 0.4% | $2,571 | 加仓 |
| F | FORD MTR CO | $68.40万 | 0.01% | 49,208 | 13,305 | 37.1% | $18.49万 | 加仓 |
| SCI | SERVICE CORP INTL | $68.20万 | 0.01% | 8,979 | -1,494 | -14.3% | -$11.35万 | 减仓 |
| TOST | TOAST INC | $67.72万 | 0.01% | 24,343 | 2,137 | 9.6% | $5.95万 | 加仓 |
| DRS | LEONARDO DRS INC | $67.63万 | 0.01% | 15,849 | 4,317 | 37.4% | $18.42万 | 加仓 |
| WAT | WATERS CORP | $67.53万 | 0.01% | 1,801 | 13 | 0.7% | $4,874 | 加仓 |
| GNRC | GENERAC HLDGS INC | $67.41万 | 0.01% | 2,302 | 18 | 0.8% | $5,271 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $67.40万 | 0.01% | 19,916 | 1,550 | 8.4% | $5.25万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $67.37万 | 0.01% | 2,713 | 59 | 2.2% | $1.47万 | 加仓 |
| BRKR | BRUKER CORP | $67.33万 | 0.01% | 11,188 | 3,311 | 42.0% | $19.92万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $67.30万 | 0.01% | 4,914 | -3,281 | -40.0% | -$44.94万 | 减仓 |
| THG | HANOVER INS GROUP INC | $67.23万 | 0.01% | 3,140 | 659 | 26.6% | $14.11万 | 加仓 |
| MUSA | MURPHY USA INC | $67.12万 | 0.01% | 1,246 | 13 | 1.1% | $7,003 | 加仓 |
| — | NUSHARES ETF TR | $67.12万 | 0.01% | 31,312 | 711 | 2.3% | $1.52万 | 加仓 |
| ARTY | ISHARES TR | $67.11万 | 0.01% | 8,811 | -1,341 | -13.2% | -$10.21万 | 减仓 |
| TDC | TERADATA CORP DEL | $66.88万 | 0.01% | 19,302 | 7,317 | 61.1% | $25.35万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $66.70万 | 0.01% | 17,121 | 17,121 | — | $66.70万 | 新建仓 |
| CR | CRANE COMPANY | $66.26万 | 0.01% | 2,970 | -75 | -2.5% | -$1.67万 | 减仓 |
| NDAQ | NASDAQ INC | $66.12万 | 0.01% | 8,389 | 79 | 1.0% | $6,227 | 加仓 |
| GSAT | GLOBALSTAR INC | $66.06万 | 0.01% | 8,127 | 305 | 3.9% | $2.48万 | 加仓 |
| IDEV | ISHARES TR | $65.81万 | 0.01% | 7,393 | 14 | 0.2% | $1,246 | 加仓 |
| ALLY | ALLY FINL INC | $65.51万 | 0.01% | 14,258 | 1,007 | 7.6% | $4.63万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $65.46万 | 0.01% | 2,739 | -157 | -5.4% | -$3.75万 | 减仓 |
| XPO | XPO INC | $65.29万 | 0.01% | 3,181 | 16 | 0.5% | $3,284 | 加仓 |
| Q | QNITY ELECTRONICS INC | $65.19万 | 0.01% | 3,992 | -140 | -3.4% | -$2.29万 | 减仓 |
| FLR | FLUOR CORP | $65.18万 | 0.01% | 12,441 | -4,665 | -27.3% | -$24.44万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $64.91万 | 0.01% | 3,466 | 3,466 | — | $64.91万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $64.89万 | 0.01% | 2,044 | -130 | -6.0% | -$4.13万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $64.89万 | 0.01% | 7,463 | 7,463 | — | $64.89万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $64.67万 | 0.01% | 11,756 | -5,934 | -33.5% | -$32.64万 | 减仓 |
| XYZ | BLOCK INC | $64.65万 | 0.01% | 8,507 | 2,792 | 48.9% | $21.22万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $64.56万 | 0.01% | 6,034 | 128 | 2.2% | $1.37万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $64.32万 | 0.01% | 1,868 | -28 | -1.5% | -$9,641 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $64.23万 | 0.01% | 1,547 | 95 | 6.5% | $3.94万 | 加仓 |
| ALB | ALBEMARLE CORP | $64.15万 | 0.01% | 4,751 | 27 | 0.6% | $3,646 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $64.08万 | 0.01% | 7,740 | 927 | 13.6% | $7.68万 | 加仓 |
| VNO | VORNADO RLTY TR | $63.78万 | 0.01% | 16,229 | 16,229 | — | $63.78万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $63.74万 | 0.01% | 16,747 | -30 | -0.2% | -$1,142 | 减仓 |
| FLS | FLOWSERVE CORP | $63.61万 | 0.01% | 8,577 | -3,845 | -31.0% | -$28.51万 | 减仓 |
| EG | EVEREST GROUP LTD | $63.43万 | 0.01% | 1,775 | -122 | -6.4% | -$4.36万 | 减仓 |
| ACWX | ISHARES TR | $63.36万 | 0.01% | 8,325 | 30 | 0.4% | $2,283 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $63.28万 | 0.01% | 58,373 | 543 | 0.9% | $5,886 | 加仓 |