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 |
|---|---|---|---|---|---|---|---|---|
| U | UNITY SOFTWARE INC | $2.45万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $2.48万 | 0.00% | 13,010 | 13,010 | — | $2.48万 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $2.66万 | 0.00% | 20,453 | 3,497 | 20.6% | $4,546 | 加仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $2.71万 | 0.00% | 31,557 | 5,997 | 23.5% | $5,158 | 加仓 |
| — | HUMACYTE INC | $2.79万 | 0.00% | 35,726 | 13,239 | 58.9% | $1.03万 | 加仓 |
| CLVT | CLARIVATE PLC | $2.95万 | 0.00% | 13,659 | 13,659 | — | $2.95万 | 新建仓 |
| — | MAXCYTE INC | $2.97万 | 0.00% | 24,157 | 13,133 | 119.1% | $1.62万 | 加仓 |
| EGHT | 8X8 INC NEW | $3.36万 | 0.00% | 19,634 | -2,716 | -12.2% | -$4,644 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $3.36万 | 0.00% | 10,000 | 10,000 | — | $3.36万 | 新建仓 |
| — | OPEN LENDING CORP | $3.38万 | 0.00% | 10,879 | -1,596 | -12.8% | -$4,964 | 减仓 |
| — | QUANTUM SI INC | $3.41万 | 0.00% | 38,585 | 11,025 | 40.0% | $9,757 | 加仓 |
| — | ALDEYRA THERAPEUTICS INC | $3.44万 | 0.00% | 16,144 | -6,055 | -27.3% | -$1.29万 | 减仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $3.44万 | 0.00% | 20,491 | 6,485 | 46.3% | $1.09万 | 加仓 |
| CNDT | CONDUENT INC | $3.49万 | 0.00% | 23,882 | 9,610 | 67.3% | $1.40万 | 加仓 |
| — | EXPENSIFY INC | $3.59万 | 0.00% | 20,064 | 20,064 | — | $3.59万 | 新建仓 |
| WIT | WIPRO LTD | $3.70万 | 0.00% | 16,443 | 16,443 | — | $3.70万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $3.79万 | 0.00% | 16,560 | -2,058 | -11.1% | -$4,713 | 减仓 |
| ALT | ALTIMMUNE INC | $3.83万 | 0.00% | 12,596 | 12,596 | — | $3.83万 | 新建仓 |
| BMBL | BUMBLE INC | $3.89万 | 0.00% | 12,167 | -18,830 | -60.7% | -$6.03万 | 减仓 |
| THRY | THRYV HLDGS INC | $3.96万 | 0.00% | 10,050 | 10,050 | — | $3.96万 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $4.01万 | 0.00% | 18,317 | 18,317 | — | $4.01万 | 新建仓 |
| NKTX | NKARTA INC | $4.17万 | 0.00% | 14,751 | 14,751 | — | $4.17万 | 新建仓 |
| — | JELD-WEN HLDG INC | $4.31万 | 0.00% | 28,745 | 28,745 | — | $4.31万 | 新建仓 |
| — | PEBBLEBROOK HOTEL TR | $4.46万 | 0.00% | 45,000 | 0 | 0.0% | — | 不变 |
| VTEX | VTEX | $4.51万 | 0.00% | 11,270 | 11,270 | — | $4.51万 | 新建仓 |
| BTE | BAYTEX ENERGY CORP | $4.58万 | 0.00% | 11,441 | 32 | 0.3% | $128 | 加仓 |
| ACCO | ACCO BRANDS CORP | $4.59万 | 0.00% | 11,038 | -1,901 | -14.7% | -$7,908 | 减仓 |
| SMRT | SMARTRENT INC | $4.90万 | 0.00% | 41,212 | -81,377 | -66.4% | -$9.68万 | 减仓 |
| WTI | W & T OFFSHORE INC | $4.98万 | 0.00% | 15,801 | 15,801 | — | $4.98万 | 新建仓 |
| XRX | XEROX HOLDINGS CORP | $5.16万 | 0.00% | 16,474 | 16,474 | — | $5.16万 | 新建仓 |
| TLS | TELOS CORP MD | $5.34万 | 0.00% | 11,619 | 11,619 | — | $5.34万 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $5.47万 | 0.00% | 16,365 | 16,365 | — | $5.47万 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $5.58万 | 0.00% | 29,364 | 29,364 | — | $5.58万 | 新建仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $5.64万 | 0.00% | 18,476 | 18,476 | — | $5.64万 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $5.75万 | 0.00% | 17,751 | 17,751 | — | $5.75万 | 新建仓 |
| RXST | RXSIGHT INC | $5.81万 | 0.00% | 12,051 | 12,051 | — | $5.81万 | 新建仓 |
| CMRC | COMMERCE.COM INC | $5.92万 | 0.00% | 19,992 | 8,651 | 76.3% | $2.56万 | 加仓 |
| BTBT | BIT DIGITAL INC | $5.97万 | 0.00% | 33,187 | 33,187 | — | $5.97万 | 新建仓 |
| BLND | BLEND LABS INC | $6.11万 | 0.00% | 35,724 | 2,416 | 7.3% | $4,131 | 加仓 |
| — | EVE HLDG INC | $6.30万 | 0.00% | 25,096 | 25,096 | — | $6.30万 | 新建仓 |
| PLTK | PLAYTIKA HLDG CORP | $6.32万 | 0.00% | 16,978 | -3,822 | -18.4% | -$1.42万 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $6.35万 | 0.00% | 27,955 | 6,657 | 31.3% | $1.51万 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $6.35万 | 0.00% | 10,923 | 10,923 | — | $6.35万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $6.42万 | 0.00% | 10,052 | -98 | -1.0% | -$626 | 减仓 |
| HNST | HONEST CO INC | $6.44万 | 0.00% | 17,585 | 3,146 | 21.8% | $1.15万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $6.44万 | 0.00% | 21,979 | -1,986 | -8.3% | -$5,819 | 减仓 |
| OPK | OPKO HEALTH INC | $6.47万 | 0.00% | 43,153 | 5,203 | 13.7% | $7,805 | 加仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $6.52万 | 0.00% | 44,942 | 44,942 | — | $6.52万 | 新建仓 |
| UIS | UNISYS CORP | $6.52万 | 0.00% | 17,805 | 17,805 | — | $6.52万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $6.61万 | 0.00% | 12,816 | -44,197 | -77.5% | -$22.81万 | 减仓 |
| RZLT | REZOLUTE INC | $6.61万 | 0.00% | 12,720 | 12,720 | — | $6.61万 | 新建仓 |
| DNUT | KRISPY KREME INC | $6.71万 | 0.00% | 19,004 | 8,417 | 79.5% | $2.97万 | 加仓 |
| CXM | SPRINKLR INC | $6.85万 | 0.00% | 13,280 | 13,280 | — | $6.85万 | 新建仓 |
| SABR | SABRE CORP | $6.86万 | 0.00% | 32,815 | 12,801 | 64.0% | $2.68万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $6.86万 | 0.00% | 33,002 | -1,450 | -4.2% | -$3,016 | 减仓 |
| — | BEYOND MEAT INC | $6.91万 | 0.00% | 92,083 | 17,245 | 23.0% | $1.29万 | 加仓 |
| — | PULMONX CORP | $6.92万 | 0.00% | 53,231 | 8,498 | 19.0% | $1.10万 | 加仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $7.29万 | 0.00% | 15,376 | 1,627 | 11.8% | $7,712 | 加仓 |
| ARDX | ARDELYX INC | $7.29万 | 0.00% | 14,301 | -734 | -4.9% | -$3,743 | 减仓 |
| — | SERVICE PPTYS TR | $7.36万 | 0.00% | 43,522 | 31,821 | 272.0% | $5.38万 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $7.36万 | 0.00% | 34,883 | 34,883 | — | $7.36万 | 新建仓 |
| AMPL | AMPLITUDE INC | $7.88万 | 0.00% | 10,297 | 10,297 | — | $7.88万 | 新建仓 |
| CERS | CERUS CORP | $7.99万 | 0.00% | 27,364 | 3,092 | 12.7% | $9,029 | 加仓 |
| MDXG | MIMEDX GROUP INC | $8.04万 | 0.00% | 20,870 | 20,870 | — | $8.04万 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $8.11万 | 0.00% | 12,792 | 12,792 | — | $8.11万 | 新建仓 |
| GDRX | GOODRX HLDGS INC | $8.22万 | 0.00% | 28,550 | 17,839 | 166.5% | $5.14万 | 加仓 |
| TBLA | TABOOLA.COM LTD | $8.29万 | 0.00% | 16,588 | 16,588 | — | $8.29万 | 新建仓 |
| UTZ | UTZ BRANDS INC | $8.46万 | 0.00% | 10,993 | 10,993 | — | $8.46万 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC | $8.51万 | 0.00% | 12,169 | 12,169 | — | $8.51万 | 新建仓 |
| RPD | RAPID7 INC | $8.63万 | 0.00% | 10,653 | 10,653 | — | $8.63万 | 新建仓 |
| — | MIND TECHNOLOGY INC | $8.71万 | 0.00% | 18,448 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HLDGS INC | $8.79万 | 0.00% | 11,520 | 11,520 | — | $8.79万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $8.94万 | 0.00% | 16,107 | 16,107 | — | $8.94万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $8.96万 | 0.00% | 11,673 | 869 | 8.0% | $6,674 | 加仓 |
| FATE | FATE THERAPEUTICS INC | $8.98万 | 0.00% | 33,271 | 18,834 | 130.5% | $5.09万 | 加仓 |
| — | JOURNEY MED CORP | $8.99万 | 0.00% | 12,702 | 266 | 2.1% | $1,883 | 加仓 |
| TDOC | TELADOC HEALTH INC | $9.01万 | 0.00% | 10,627 | 10,627 | — | $9.01万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $9.22万 | 0.00% | 12,193 | 825 | 7.3% | $6,237 | 加仓 |
| SXC | SUNCOKE ENERGY INC | $9.27万 | 0.00% | 11,517 | 11,517 | — | $9.27万 | 新建仓 |
| — | WEAVE COMMUNICATIONS INC | $9.29万 | 0.00% | 15,513 | 15,513 | — | $9.29万 | 新建仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $9.30万 | 0.00% | 13,590 | 13,590 | — | $9.30万 | 新建仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $9.37万 | 0.00% | 22,053 | 22,053 | — | $9.37万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $9.56万 | 0.00% | 15,600 | 5,044 | 47.8% | $3.09万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $9.81万 | 0.00% | 26,733 | 602 | 2.3% | $2,209 | 加仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $10.02万 | 0.00% | 11,041 | 656 | 6.3% | $5,956 | 加仓 |
| SATL | SATELLOGIC INC | $10.14万 | 0.00% | 17,734 | 4,644 | 35.5% | $2.66万 | 加仓 |
| RC | READY CAPITAL CORP | $10.38万 | 0.00% | 59,306 | 23,092 | 63.8% | $4.04万 | 加仓 |
| MYGN | MYRIAD GENETICS INC | $10.71万 | 0.00% | 18,760 | 18,760 | — | $10.71万 | 新建仓 |
| NVAX | NOVAVAX INC | $10.76万 | 0.00% | 11,427 | 11,427 | — | $10.76万 | 新建仓 |
| NTSK | NETSKOPE INC | $10.95万 | 0.00% | 10,012 | 10,012 | — | $10.95万 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $11.00万 | 0.00% | 47,010 | -1,575 | -3.2% | -$3,686 | 减仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $11.28万 | 0.00% | 32,987 | 8,221 | 33.2% | $2.81万 | 加仓 |
| ZIP | ZIPRECRUITER INC | $11.40万 | 0.00% | 30,388 | 8,430 | 38.4% | $3.16万 | 加仓 |
| MQ | MARQETA INC | $11.57万 | 0.00% | 28,497 | -194 | -0.7% | -$788 | 减仓 |
| OEC | ORION S.A. | $11.91万 | 0.00% | 17,971 | 6,562 | 57.5% | $4.35万 | 加仓 |
| RPAY | REPAY HLDGS CORP | $12.17万 | 0.00% | 28,981 | 4,323 | 17.5% | $1.82万 | 加仓 |
| SFIX | STITCH FIX INC | $12.17万 | 0.00% | 29,619 | 13,345 | 82.0% | $5.48万 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $12.35万 | 0.00% | 13,053 | 1,382 | 11.8% | $1.31万 | 加仓 |
| MFA | MFA FINL INC | $12.67万 | 0.00% | 13,077 | -662 | -4.8% | -$6,415 | 减仓 |
| — | ALIGHT INC | $12.73万 | 0.00% | 227,340 | 60,745 | 36.5% | $3.40万 | 加仓 |