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 |
|---|---|---|---|---|---|---|---|---|
| HPP | HUDSON PACIFIC PROPERTIES IN | $27.25万 | 0.01% | 17,939 | 17,939 | — | $27.25万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $27.25万 | 0.01% | 826 | 826 | — | $27.25万 | 新建仓 |
| CPER | UNITED STS COMMODITY INDEX F | $27.24万 | 0.01% | 7,220 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $27.23万 | 0.01% | 3,790 | 447 | 13.4% | $3.21万 | 加仓 |
| XBI | SPDR SERIES TRUST | $27.20万 | 0.01% | 1,719 | 1,719 | — | $27.20万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $27.17万 | 0.01% | 3,135 | 3,135 | — | $27.17万 | 新建仓 |
| DEI | DOUGLAS EMMETT INC | $26.96万 | 0.01% | 22,846 | 22,846 | — | $26.96万 | 新建仓 |
| OII | OCEANEERING INTL INC | $26.94万 | 0.01% | 6,649 | 6,649 | — | $26.94万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $26.91万 | 0.01% | 3,414 | 3,414 | — | $26.91万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $26.89万 | 0.00% | 4,530 | 4,530 | — | $26.89万 | 新建仓 |
| PD | PAGERDUTY INC | $26.84万 | 0.00% | 27,818 | 15,384 | 123.7% | $14.85万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $26.72万 | 0.00% | 14,418 | 292 | 2.1% | $5,411 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $26.62万 | 0.00% | 9,721 | 9,721 | — | $26.62万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $26.61万 | 0.00% | 2,410 | -811 | -25.2% | -$8.96万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.38万 | 0.00% | 1,149 | 142 | 14.1% | $3.26万 | 加仓 |
| SEB | SEABOARD CORP DEL | $26.37万 | 0.00% | 59 | 59 | — | $26.37万 | 新建仓 |
| IOSP | INNOSPEC INC | $26.33万 | 0.00% | 3,235 | 3,235 | — | $26.33万 | 新建仓 |
| FIVN | FIVE9 INC | $26.29万 | 0.00% | 12,331 | 12,331 | — | $26.29万 | 新建仓 |
| IYZ | ISHARES TR | $26.27万 | 0.00% | 6,208 | -114 | -1.8% | -$4,823 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $26.26万 | 0.00% | 4,414 | 134 | 3.1% | $7,973 | 加仓 |
| APTV | APTIV PLC | $26.21万 | 0.00% | 4,270 | -1,070 | -20.0% | -$6.57万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $26.20万 | 0.00% | 10,133 | -9,801 | -49.2% | -$25.35万 | 减仓 |
| IMMR | IMMERSION CORP | $26.18万 | 0.00% | 38,666 | 556 | 1.5% | $3,764 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $26.15万 | 0.00% | 2,096 | -28 | -1.3% | -$3,493 | 减仓 |
| EPR | EPR PPTYS | $26.14万 | 0.00% | 4,506 | -950 | -17.4% | -$5.51万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $26.07万 | 0.00% | 1,452 | 1,452 | — | $26.07万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $25.96万 | 0.00% | 26,013 | 26,013 | — | $25.96万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $25.93万 | 0.00% | 9,300 | -240 | -2.5% | -$6,691 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $25.92万 | 0.00% | 2,366 | 320 | 15.6% | $3.51万 | 加仓 |
| BAND | BANDWIDTH INC | $25.80万 | 0.00% | 4,076 | 4,076 | — | $25.80万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $25.68万 | 0.00% | 3,148 | 3,148 | — | $25.68万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $25.67万 | 0.00% | 4,157 | 504 | 13.8% | $3.11万 | 加仓 |
| RMD | RESMED INC | $25.61万 | 0.00% | 1,314 | 1,314 | — | $25.61万 | 新建仓 |
| ASAN | ASANA INC | $25.58万 | 0.00% | 36,541 | 15,989 | 77.8% | $11.19万 | 加仓 |
| PINS | PINTEREST INC | $25.50万 | 0.00% | 12,124 | -1,041 | -7.9% | -$2.19万 | 减仓 |
| SM | SM ENERGY COMPANY | $25.47万 | 0.00% | 9,758 | 1,196 | 14.0% | $3.12万 | 加仓 |
| NTAP | NETAPP INC | $25.41万 | 0.00% | 1,642 | 1,642 | — | $25.41万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $25.38万 | 0.00% | 5,320 | 9 | 0.2% | $429 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $25.38万 | 0.00% | 2,342 | 2,342 | — | $25.38万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $25.29万 | 0.00% | 5,338 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $25.23万 | 0.00% | 1,378 | 1,378 | — | $25.23万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $25.17万 | 0.00% | 22,947 | 9,292 | 68.0% | $10.19万 | 加仓 |
| TDUP | THREDUP INC | $25.15万 | 0.00% | 36,721 | 36,721 | — | $25.15万 | 新建仓 |
| LKQ | LKQ CORP | $25.04万 | 0.00% | 9,509 | 9,509 | — | $25.04万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $25.02万 | 0.00% | 1,418 | 1,418 | — | $25.02万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $24.96万 | 0.00% | 27,311 | 12,738 | 87.4% | $11.64万 | 加仓 |
| GKOS | GLAUKOS CORP | $24.93万 | 0.00% | 1,784 | 1,784 | — | $24.93万 | 新建仓 |
| FLRG | FIDELITY COVINGTON TRUST | $24.93万 | 0.00% | 6,076 | 6,076 | — | $24.93万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $24.90万 | 0.00% | 8,091 | 8,091 | — | $24.90万 | 新建仓 |
| EAT | BRINKER INTL INC | $24.86万 | 0.00% | 1,480 | -201 | -12.0% | -$3.38万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $24.83万 | 0.00% | 10,913 | -262 | -2.3% | -$5,961 | 减仓 |
| SFL | SFL CORPORATION LTD | $24.72万 | 0.00% | 24,239 | 1,382 | 6.0% | $1.41万 | 加仓 |
| IYM | ISHARES TR | $24.67万 | 0.00% | 1,374 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $24.56万 | 0.00% | 2,734 | 2,734 | — | $24.56万 | 新建仓 |
| FN | FABRINET | $24.55万 | 0.00% | 437 | 5 | 1.2% | $2,809 | 加仓 |
| CVSA | COVISTA INC | $24.52万 | 0.00% | 1,967 | 123 | 6.7% | $1.53万 | 加仓 |
| ZG | ZILLOW GROUP INC | $24.37万 | 0.00% | 7,769 | -1,282 | -14.2% | -$4.02万 | 减仓 |
| NUBD | NUSHARES ETF TR | $24.33万 | 0.00% | 10,994 | 623 | 6.0% | $1.38万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $24.31万 | 0.00% | 1,930 | -2,778 | -59.0% | -$35.00万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $24.31万 | 0.00% | 4,997 | 4,997 | — | $24.31万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $24.26万 | 0.00% | 10,848 | -5,058 | -31.8% | -$11.31万 | 减仓 |
| SLM | SLM CORP | $24.25万 | 0.00% | 9,350 | 9,350 | — | $24.25万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $24.22万 | 0.00% | 8,061 | 8,061 | — | $24.22万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $24.01万 | 0.00% | 1,636 | -211 | -11.4% | -$3.10万 | 减仓 |
| BAX | BAXTER INTL INC | $23.96万 | 0.00% | 11,240 | 11,240 | — | $23.96万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $23.94万 | 0.00% | 1,469 | -141 | -8.8% | -$2.30万 | 减仓 |
| LGIH | LGI HOMES INC | $23.90万 | 0.00% | 3,753 | 3,753 | — | $23.90万 | 新建仓 |
| RYN | RAYONIER INC | $23.90万 | 0.00% | 11,229 | -3,218 | -22.3% | -$6.85万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $23.88万 | 0.00% | 2,558 | -1,061 | -29.3% | -$9.91万 | 减仓 |
| SNAP | SNAP INC | $23.83万 | 0.00% | 53,667 | 7,970 | 17.4% | $3.54万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $23.73万 | 0.00% | 4,044 | 4,044 | — | $23.73万 | 新建仓 |
| IGOV | ISHARES TR | $23.63万 | 0.00% | 5,759 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $23.60万 | 0.00% | 20,757 | -1,406 | -6.3% | -$1.60万 | 减仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $23.59万 | 0.00% | 9,746 | -770 | -7.3% | -$1.86万 | 减仓 |
| CLH | CLEAN HARBORS INC | $23.57万 | 0.00% | 789 | 789 | — | $23.57万 | 新建仓 |
| RKT | ROCKET COS INC | $23.53万 | 0.00% | 14,937 | 14,937 | — | $23.53万 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC | $23.51万 | 0.00% | 4,483 | 4,483 | — | $23.51万 | 新建仓 |
| TTE | TOTALENERGIES SE | $23.49万 | 0.00% | 3,020 | -120 | -3.8% | -$9,332 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $23.45万 | 0.00% | 3,035 | 9 | 0.3% | $695 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $23.33万 | 0.00% | 6,819 | -25,147 | -78.7% | -$86.05万 | 减仓 |
| CLX | CLOROX CO DEL | $23.31万 | 0.00% | 2,443 | -2,278 | -48.3% | -$21.74万 | 减仓 |
| CRVL | CORVEL CORP | $23.30万 | 0.00% | 3,726 | 3,726 | — | $23.30万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $23.26万 | 0.00% | 2,852 | 2,852 | — | $23.26万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.13万 | 0.00% | 401 | 401 | — | $23.13万 | 新建仓 |
| HLN | HALEON PLC | $23.08万 | 0.00% | 24,732 | 5,938 | 31.6% | $5.54万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.06万 | 0.00% | 3,574 | 3,574 | — | $23.06万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $23.05万 | 0.00% | 362 | 362 | — | $23.05万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $22.99万 | 0.00% | 4,102 | 4,102 | — | $22.99万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $22.88万 | 0.00% | 1,706 | 1,706 | — | $22.88万 | 新建仓 |
| AIQ | GLOBAL X FDS | $22.82万 | 0.00% | 3,478 | 3,478 | — | $22.82万 | 新建仓 |
| BMI | BADGER METER INC | $22.75万 | 0.00% | 1,533 | 1,533 | — | $22.75万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $22.65万 | 0.00% | 9,440 | 9,440 | — | $22.65万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $22.61万 | 0.00% | 4,098 | 48 | 1.2% | $2,649 | 加仓 |
| LAUR | LAUREATE ED INC | $22.59万 | 0.00% | 6,221 | -676 | -9.8% | -$2.46万 | 减仓 |
| QNST | QUINSTREET INC | $22.57万 | 0.00% | 15,405 | 4,492 | 41.2% | $6.58万 | 加仓 |
| AROC | ARCHROCK INC | $22.55万 | 0.00% | 5,539 | 5,539 | — | $22.55万 | 新建仓 |
| R | RYDER SYS INC | $22.46万 | 0.00% | 852 | 852 | — | $22.46万 | 新建仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $22.38万 | 0.00% | 600 | 600 | — | $22.38万 | 新建仓 |
| IMNM | IMMUNOME INC | $22.34万 | 0.00% | 10,545 | -28 | -0.3% | -$593 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $22.27万 | 0.00% | 1,144 | 1,144 | — | $22.27万 | 新建仓 |