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 |
|---|---|---|---|---|---|---|---|---|
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -29,460 | -100.0% | -$123.88万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -31,361 | -100.0% | -$116.82万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -16,576 | -100.0% | -$94.48万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -5,281 | -100.0% | -$93.93万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,638 | -100.0% | -$93.34万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -24,547 | -100.0% | -$86.26万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -18,985 | -100.0% | -$85.55万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -5,380 | -100.0% | -$82.34万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -26,874 | -100.0% | -$69.55万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -9,617 | -100.0% | -$66.76万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -8,211 | -100.0% | -$53.33万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -16,556 | -100.0% | -$52.46万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -7,980 | -100.0% | -$48.96万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -892 | -100.0% | -$48.51万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -3,962 | -100.0% | -$44.63万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -6,356 | -100.0% | -$42.78万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -4,908 | -100.0% | -$42.29万 | 清仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $0 | 0.00% | 0 | -6,254 | -100.0% | -$41.24万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -2,859 | -100.0% | -$38.71万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -2,093 | -100.0% | -$37.46万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -5,321 | -100.0% | -$36.82万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -18,705 | -100.0% | -$35.32万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -2,158 | -100.0% | -$33.56万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -13,860 | -100.0% | -$33.42万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -4,156 | -100.0% | -$33.27万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -3,490 | -100.0% | -$33.14万 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -1,402 | -100.0% | -$32.30万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -7,525 | -100.0% | -$32.03万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -11,644 | -100.0% | -$31.86万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -16,061 | -100.0% | -$31.25万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,790 | -100.0% | -$30.90万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -11,295 | -100.0% | -$29.85万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -5,544 | -100.0% | -$29.58万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -6,370 | -100.0% | -$29.06万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -21,113 | -100.0% | -$28.25万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -2,219 | -100.0% | -$27.97万 | 清仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -6,267 | -100.0% | -$27.47万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -7,070 | -100.0% | -$26.24万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,190 | -100.0% | -$26.20万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,444 | -100.0% | -$26.11万 | 清仓 |
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,117 | -100.0% | -$25.95万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,965 | -100.0% | -$23.86万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -2,562 | -100.0% | -$23.58万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -183 | -100.0% | -$23.05万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -3,940 | -100.0% | -$22.95万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -5,038 | -100.0% | -$22.76万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,528 | -100.0% | -$22.75万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -654 | -100.0% | -$22.40万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -282 | -100.0% | -$22.30万 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -3,353 | -100.0% | -$22.17万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -5,757 | -100.0% | -$21.74万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -7,095 | -100.0% | -$21.65万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -3,278 | -100.0% | -$21.62万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,510 | -100.0% | -$21.57万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -4,338 | -100.0% | -$21.29万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,323 | -100.0% | -$21.09万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -4,121 | -100.0% | -$20.73万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -1,371 | -100.0% | -$20.57万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -2,068 | -100.0% | -$20.55万 | 清仓 |
| SR | SPIRE INC | $0 | 0.00% | 0 | -2,249 | -100.0% | -$20.36万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -8,729 | -100.0% | -$20.34万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -7,005 | -100.0% | -$20.17万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -9,476 | -100.0% | -$20.07万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -10,446 | -100.0% | -$17.44万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -12,829 | -100.0% | -$11.94万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -15,991 | -100.0% | -$11.15万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -10,159 | -100.0% | -$10.18万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -10,163 | -100.0% | -$9.63万 | 清仓 |
| — | EMPIRE ST RLTY OP L P | $0 | 0.00% | 0 | -15,311 | -100.0% | -$7.72万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -14,999 | -100.0% | -$6.93万 | 清仓 |
| — | OKTA INC | $0 | 0.00% | 0 | -31,000 | -100.0% | -$3.07万 | 清仓 |
| — | PICARD MEDICAL INC | $3,713 | 0.00% | 22,707 | 22,707 | — | $3,713 | 新建仓 |
| — | HERON THERAPEUTICS INC | $4,752 | 0.00% | 11,133 | 11,133 | — | $4,752 | 新建仓 |
| — | ARRIVE AI INC | $5,301 | 0.00% | 12,355 | 12,355 | — | $5,301 | 新建仓 |
| — | PLAYSTUDIOS INC | $5,312 | 0.00% | 10,645 | 10,645 | — | $5,312 | 新建仓 |
| — | GOSSAMER BIO INC | $5,318 | 0.00% | 32,308 | 12,240 | 61.0% | $2,015 | 加仓 |
| — | FRANKLIN STR PPTYS CORP | $6,310 | 0.00% | 12,250 | 12,250 | — | $6,310 | 新建仓 |
| — | ATYR PHARMA INC | $6,839 | 0.00% | 11,458 | 11,458 | — | $6,839 | 新建仓 |
| — | ACCURAY INC DEL | $7,123 | 0.00% | 27,629 | 27,629 | — | $7,123 | 新建仓 |
| — | MICROVISION INC DEL | $7,470 | 0.00% | 22,843 | -29,608 | -56.4% | -$9,682 | 减仓 |
| — | TEADS HLDG CO | $9,216 | 0.00% | 12,017 | 12,017 | — | $9,216 | 新建仓 |
| — | NEW FORTRESS ENERGY INC | $1.01万 | 0.00% | 27,704 | 13,809 | 99.4% | $5,014 | 加仓 |
| — | NERDY INC | $1.14万 | 0.00% | 12,471 | 12,471 | — | $1.14万 | 新建仓 |
| — | HAIN CELESTIAL GROUP INC | $1.21万 | 0.00% | 21,678 | 21,678 | — | $1.21万 | 新建仓 |
| — | MYOMO INC | $1.23万 | 0.00% | 11,789 | 11,789 | — | $1.23万 | 新建仓 |
| — | DOCGO INC | $1.31万 | 0.00% | 25,302 | 14,388 | 131.8% | $7,426 | 加仓 |
| NET | CLOUDFLARE INC | $1.54万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $1.56万 | 0.00% | 10,470 | 10,470 | — | $1.56万 | 新建仓 |
| — | BRC INC | $1.74万 | 0.00% | 15,644 | 15,644 | — | $1.74万 | 新建仓 |
| — | COHERUS ONCOLOGY INC | $1.79万 | 0.00% | 12,803 | 12,803 | — | $1.79万 | 新建仓 |
| — | PRAIRIE OPER CO | $1.79万 | 0.00% | 24,870 | 24,870 | — | $1.79万 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $1.81万 | 0.00% | 21,944 | 10,465 | 91.2% | $8,610 | 加仓 |
| — | DOUGLAS ELLIMAN INC | $1.82万 | 0.00% | 10,292 | 10,292 | — | $1.82万 | 新建仓 |
| — | EIGHTCO HOLDINGS INC | $1.90万 | 0.00% | 27,331 | 4,053 | 17.4% | $2,819 | 加仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $1.91万 | 0.00% | 82,869 | 82,869 | — | $1.91万 | 新建仓 |
| — | SELECTQUOTE INC | $1.92万 | 0.00% | 22,872 | 11,094 | 94.2% | $9,331 | 加仓 |
| — | BLAIZE HLDGS INC | $1.97万 | 0.00% | 14,267 | 14,267 | — | $1.97万 | 新建仓 |
| — | ELME COMMUNITIES | $2.08万 | 0.00% | 14,087 | -4,855 | -25.6% | -$7,185 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $2.10万 | 0.00% | 10,243 | 10,243 | — | $2.10万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $2.24万 | 0.00% | 19,650 | 19,650 | — | $2.24万 | 新建仓 |