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 |
|---|---|---|---|---|---|---|---|---|
| RIG | TRANSOCEAN LTD | $12.96万 | 0.00% | 26,496 | -2,922 | -9.9% | -$1.43万 | 减仓 |
| NMR | NOMURA HLDGS INC | $13.07万 | 0.00% | 14,889 | 936 | 6.7% | $8,218 | 加仓 |
| RDW | REDWIRE CORPORATION | $13.38万 | 0.00% | 10,941 | 10,941 | — | $13.38万 | 新建仓 |
| — | CANTOR EQUITY PARTNERS II IN | $13.42万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $13.53万 | 0.00% | 14,300 | 300 | 2.1% | $2,838 | 加仓 |
| HUN | HUNTSMAN CORP | $13.60万 | 0.00% | 12,809 | -7,489 | -36.9% | -$7.95万 | 减仓 |
| NMAX | NEWSMAX INC | $13.91万 | 0.00% | 16,801 | 16,801 | — | $13.91万 | 新建仓 |
| AVPT | AVEPOINT INC | $13.91万 | 0.00% | 12,412 | 12,412 | — | $13.91万 | 新建仓 |
| SG | SWEETGREEN INC | $14.00万 | 0.00% | 15,894 | 4,049 | 34.2% | $3.57万 | 加仓 |
| ACDC | PROFRAC HLDG CORP | $14.24万 | 0.00% | 24,507 | 11,082 | 82.5% | $6.44万 | 加仓 |
| OIS | OIL STS INTL INC | $14.52万 | 0.00% | 18,130 | -608 | -3.2% | -$4,870 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $14.59万 | 0.00% | 13,623 | 13,623 | — | $14.59万 | 新建仓 |
| OSPN | ONESPAN INC | $14.63万 | 0.00% | 10,192 | 10,192 | — | $14.63万 | 新建仓 |
| GOGO | GOGO INC | $14.66万 | 0.00% | 47,283 | 6,742 | 16.6% | $2.09万 | 加仓 |
| BDN | BRANDYWINE RLTY TR | $14.89万 | 0.00% | 46,979 | 25,827 | 122.1% | $8.19万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $15.43万 | 0.00% | 13,938 | 13,938 | — | $15.43万 | 新建仓 |
| LYFT | LYFT INC | $15.76万 | 0.00% | 10,787 | -14,222 | -56.9% | -$20.78万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $15.86万 | 0.00% | 38,115 | 38,115 | — | $15.86万 | 新建仓 |
| BLZE | BACKBLAZE INC | $15.91万 | 0.00% | 10,033 | 10,033 | — | $15.91万 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $15.96万 | 0.00% | 26,085 | 13,590 | 108.8% | $8.32万 | 加仓 |
| MAT | MATTEL INC | $16.02万 | 0.00% | 11,542 | -7,089 | -38.0% | -$9.84万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $16.39万 | 0.00% | 17,858 | 4,688 | 35.6% | $4.30万 | 加仓 |
| HL | HECLA MINING COMPANY | $16.51万 | 0.00% | 10,698 | -388 | -3.5% | -$5,987 | 减仓 |
| CRSR | CORSAIR GAMING INC | $16.55万 | 0.00% | 17,116 | 7,081 | 70.6% | $6.85万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $16.79万 | 0.00% | 39,881 | -158 | -0.4% | -$665 | 减仓 |
| BRBR | BELLRING BRANDS INC | $16.82万 | 0.00% | 12,995 | 12,995 | — | $16.82万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $16.93万 | 0.00% | 16,926 | 16,926 | — | $16.93万 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO | $17.01万 | 0.00% | 12,806 | 12,806 | — | $17.01万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $17.13万 | 0.00% | 29,887 | 29,887 | — | $17.13万 | 新建仓 |
| COUR | COURSERA INC | $17.35万 | 0.00% | 30,758 | 9,396 | 44.0% | $5.30万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $18.09万 | 0.00% | 44,118 | 44,118 | — | $18.09万 | 新建仓 |
| TRIN | TRINITY CAP INC | $18.12万 | 0.00% | 10,130 | 10,130 | — | $18.12万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $18.20万 | 0.00% | 23,036 | 23,036 | — | $18.20万 | 新建仓 |
| ESRT | EMPIRE ST RLTY TR INC | $18.20万 | 0.00% | 33,643 | 33,643 | — | $18.20万 | 新建仓 |
| NWG | NATWEST GROUP PLC | $18.21万 | 0.00% | 10,330 | -670 | -6.1% | -$1.18万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $18.24万 | 0.00% | 16,823 | -19,340 | -53.5% | -$20.96万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $18.93万 | 0.00% | 10,775 | 10,775 | — | $18.93万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $18.98万 | 0.00% | 32,107 | 12,238 | 61.6% | $7.23万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $19.64万 | 0.00% | 12,250 | 1,273 | 11.6% | $2.04万 | 加仓 |
| NOK | NOKIA CORP | $19.71万 | 0.00% | 14,841 | 4,518 | 43.8% | $6.00万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $19.73万 | 0.00% | 16,196 | 855 | 5.6% | $1.04万 | 加仓 |
| MNKD | MANNKIND CORP | $20.04万 | 0.00% | 47,032 | 47,032 | — | $20.04万 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $20.04万 | 0.00% | 5,905 | 5,905 | — | $20.04万 | 新建仓 |
| CDE | COEUR MNG INC | $20.06万 | 0.00% | 12,291 | 1,827 | 17.5% | $2.98万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $20.08万 | 0.00% | 6,951 | 6,951 | — | $20.08万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $20.08万 | 0.00% | 1,874 | 1,874 | — | $20.08万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $20.12万 | 0.00% | 2,049 | 2,049 | — | $20.12万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $20.14万 | 0.00% | 2,351 | 2,351 | — | $20.14万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $20.15万 | 0.00% | 4,518 | 4,518 | — | $20.15万 | 新建仓 |
| MEI | METHODE ELECTRS INC | $20.18万 | 0.00% | 10,636 | 10,636 | — | $20.18万 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $20.32万 | 0.00% | 1,315 | 1,315 | — | $20.32万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $20.42万 | 0.00% | 1,717 | 1,717 | — | $20.42万 | 新建仓 |
| MSTR | STRATEGY INC | $20.44万 | 0.00% | 2,351 | 116 | 5.2% | $1.01万 | 加仓 |
| SSD | SIMPSON MFG INC | $20.45万 | 0.00% | 977 | 977 | — | $20.45万 | 新建仓 |
| FORM | FORMFACTOR INC | $20.46万 | 0.00% | 1,279 | 1,279 | — | $20.46万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $20.52万 | 0.00% | 2,447 | 2,447 | — | $20.52万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.60万 | 0.00% | 1,697 | 1,697 | — | $20.60万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $20.76万 | 0.00% | 9,699 | 9,699 | — | $20.76万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $20.79万 | 0.00% | 4,305 | 4,305 | — | $20.79万 | 新建仓 |
| IDA | IDACORP INC | $20.83万 | 0.00% | 1,377 | 1,377 | — | $20.83万 | 新建仓 |
| WDAY | WORKDAY INC | $20.84万 | 0.00% | 1,702 | 1,702 | — | $20.84万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $21.00万 | 0.00% | 858 | 858 | — | $21.00万 | 新建仓 |
| FMC | FMC CORP | $21.05万 | 0.00% | 18,308 | -8,932 | -32.8% | -$10.27万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $21.09万 | 0.00% | 2,379 | 2,379 | — | $21.09万 | 新建仓 |
| AGNC | AGNC INVT CORP | $21.12万 | 0.00% | 19,373 | 1,778 | 10.1% | $1.94万 | 加仓 |
| LZB | LA Z BOY INC | $21.19万 | 0.00% | 5,281 | 5,281 | — | $21.19万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $21.20万 | 0.00% | 935 | 935 | — | $21.20万 | 新建仓 |
| APG | API GROUP CORP | $21.25万 | 0.00% | 5,018 | -265 | -5.0% | -$1.12万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $21.27万 | 0.00% | 2,880 | 2,880 | — | $21.27万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $21.32万 | 0.00% | 594 | 594 | — | $21.32万 | 新建仓 |
| ITA | ISHARES TR | $21.41万 | 0.00% | 883 | 883 | — | $21.41万 | 新建仓 |
| PGNY | PROGYNY INC | $21.46万 | 0.00% | 7,444 | 7,444 | — | $21.46万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $21.47万 | 0.00% | 9,483 | 69 | 0.7% | $1,562 | 加仓 |
| PRGS | PROGRESS SOFTWARE CORP | $21.53万 | 0.00% | 6,412 | 6,412 | — | $21.53万 | 新建仓 |
| BY | BYLINE BANCORP INC | $21.53万 | 0.00% | 5,718 | 5,718 | — | $21.53万 | 新建仓 |
| KVUE | KENVUE INC | $21.54万 | 0.00% | 11,269 | -6,165 | -35.4% | -$11.78万 | 减仓 |
| IYR | ISHARES TR | $21.54万 | 0.00% | 2,106 | 2,106 | — | $21.54万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $21.56万 | 0.00% | 1,886 | 134 | 7.6% | $1.53万 | 加仓 |
| ADT | ADT INC DEL | $21.60万 | 0.00% | 33,230 | -96,617 | -74.4% | -$62.80万 | 减仓 |
| HELE | HELEN OF TROY LTD | $21.63万 | 0.00% | 7,440 | 7,440 | — | $21.63万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $21.78万 | 0.00% | 768 | 768 | — | $21.78万 | 新建仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $21.79万 | 0.00% | 10,669 | 77 | 0.7% | $1,573 | 加仓 |
| HTO | H2O AMERICA | $21.84万 | 0.00% | 3,594 | -480 | -11.8% | -$2.92万 | 减仓 |
| VSAT | VIASAT INC | $21.89万 | 0.00% | 2,437 | 2,437 | — | $21.89万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $21.95万 | 0.00% | 693 | -10 | -1.4% | -$3,168 | 减仓 |
| HDB | HDFC BANK LTD | $22.01万 | 0.00% | 8,522 | 8,522 | — | $22.01万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.03万 | 0.00% | 5,475 | 371 | 7.3% | $1.49万 | 加仓 |
| AMBA | AMBARELLA INC | $22.03万 | 0.00% | 2,568 | 2,568 | — | $22.03万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $22.06万 | 0.00% | 5,423 | 5,423 | — | $22.06万 | 新建仓 |
| SDGR | SCHRODINGER INC | $22.06万 | 0.00% | 13,576 | 13,576 | — | $22.06万 | 新建仓 |
| TRMB | TRIMBLE INC | $22.09万 | 0.00% | 4,317 | -4,297 | -49.9% | -$21.99万 | 减仓 |
| IEI | ISHARES TR | $22.12万 | 0.00% | 1,883 | 1,883 | — | $22.12万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $22.16万 | 0.00% | 2,674 | 50 | 1.9% | $4,143 | 加仓 |
| CCJ | CAMECO CORP | $22.17万 | 0.00% | 2,176 | 36 | 1.7% | $3,668 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $22.27万 | 0.00% | 1,144 | 1,144 | — | $22.27万 | 新建仓 |
| IMNM | IMMUNOME INC | $22.34万 | 0.00% | 10,545 | -28 | -0.3% | -$593 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $22.38万 | 0.00% | 600 | 600 | — | $22.38万 | 新建仓 |
| R | RYDER SYS INC | $22.46万 | 0.00% | 852 | 852 | — | $22.46万 | 新建仓 |
| AROC | ARCHROCK INC | $22.55万 | 0.00% | 5,539 | 5,539 | — | $22.55万 | 新建仓 |
| QNST | QUINSTREET INC | $22.57万 | 0.00% | 15,405 | 4,492 | 41.2% | $6.58万 | 加仓 |