Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/10 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 480
- 較 2021 年第 1 季 +50
- 總值
- $19.4 億
- 較 2021 年第 1 季 +$2.53 億 (+15.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 174,335 | $6.00 億 | 30.9% | +2,927+1.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 644,497 | $1.75 億 | 9.0% | +24,626+4.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,011,018 | $1.46 億 | 7.5% | +189,590+23.1% | 加碼 | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 6,792,593 | $1.33 億 | 6.9% | +152,709+2.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 260,396 | $5,802 萬 | 3.0% | −41,156−13.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 380,126 | $5,206 萬 | 2.7% | +25,859+7.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 185,466 | $4,490 萬 | 2.3% | −3,330−1.8% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 119,572 | $3,060 萬 | 1.6% | −5,944−4.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 89,614 | $2,433 萬 | 1.3% | −3,194−3.4% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,657 | $1,988 萬 | 1.0% | +251+0.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 225,359 | $1,778 萬 | 0.9% | −5,860−2.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,900 | $1,665 萬 | 0.9% | −554−1.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 34,975 | $1,504 萬 | 0.8% | −5,062−12.6% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 132,504 | $1,309 萬 | 0.7% | −8,487−6.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 18,575 | $1,263 萬 | 0.7% | +966+5.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 102,596 | $1,147 萬 | 0.6% | +7,818+8.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 143,313 | $1,136 萬 | 0.6% | −1,304−0.9% | 減碼 | – |
| AVLRAvalara, Inc. | COM | 69,901 | $1,131 萬 | 0.6% | −1,113−1.6% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 103,097 | $1,068 萬 | 0.6% | +6,430+6.7% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 143,310 | $1,063 萬 | 0.5% | +848+0.6% | 加碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 182,482 | $939.6 萬 | 0.5% | +7,956+4.6% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 37,058 | $896.1 萬 | 0.5% | −1,369−3.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 31,772 | $883.0 萬 | 0.5% | +1,152+3.8% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 30,709 | $858.5 萬 | 0.4% | −4,617−13.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 145,919 | $819.2 萬 | 0.4% | +1,615+1.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 48,351 | $747.0 萬 | 0.4% | +3,047+6.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,863 | $717.7 萬 | 0.4% | +425+17.4% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 34,999 | $702.6 萬 | 0.4% | +77+0.2% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 255,061 | $688.2 萬 | 0.4% | +255,061 | 新進 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,492 | $664.5 萬 | 0.3% | −2,474−2.0% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 167,913 | $611.4 萬 | 0.3% | −19,948−10.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 15,446 | $611.2 萬 | 0.3% | +758+5.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,885 | $599.5 萬 | 0.3% | −2,205−3.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,420 | $590.9 萬 | 0.3% | +373+18.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,318 | $567.4 萬 | 0.3% | −1,120−6.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 96,843 | $552.2 萬 | 0.3% | +18,430+23.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,546 | $550.7 萬 | 0.3% | +740+3.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 21,671 | $528.2 萬 | 0.3% | +147+0.7% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 80,201 | $526.8 萬 | 0.3% | +254+0.3% | 加碼 | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 92,054 | $521.8 萬 | 0.3% | −17,668−16.1% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 57,642 | $514.5 萬 | 0.3% | +90.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,328 | $506.2 萬 | 0.3% | +31+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 30,020 | $494.5 萬 | 0.3% | −203−0.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,675 | $484.7 萬 | 0.2% | +289+2.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 30,153 | $469.0 萬 | 0.2% | +34+0.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 26,531 | $466.3 萬 | 0.2% | +374+1.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 15,300 | $451.0 萬 | 0.2% | +200+1.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,468 | $443.6 萬 | 0.2% | +1,689+12.3% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 64,913 | $404.9 萬 | 0.2% | +1,259+2.0% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 214,038 | $388.1 萬 | 0.2% | +26,734+14.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 34,251 | $387.7 萬 | 0.2% | −1,182−3.3% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 19,883 | $385.7 萬 | 0.2% | +627+3.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,069 | $384.9 萬 | 0.2% | +603+5.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 15,657 | $375.1 萬 | 0.2% | −260−1.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 22,878 | $362.9 萬 | 0.2% | +3,802+19.9% | 加碼 | – |
| SEDGSolaredge Technologies, Inc. | COM | 13,105 | $362.2 萬 | 0.2% | −22−0.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 9,137 | $359.6 萬 | 0.2% | +771+9.2% | 加碼 | – |
| SHOPShopify Inc. | Stock | 2,438 | $356.2 萬 | 0.2% | +1,073+78.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 25,897 | $356.0 萬 | 0.2% | +3,501+15.6% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 27,672 | $354.2 萬 | 0.2% | +9,155+49.4% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,169 | $348.1 萬 | 0.2% | −65−0.6% | 減碼 | – |
| VVisa Inc. | Stock | 14,827 | $346.7 萬 | 0.2% | −624−4.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,829 | $344.3 萬 | 0.2% | +1,830+10.2% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 62,991 | $333.9 萬 | 0.2% | +9,650+18.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,594 | $327.6 萬 | 0.2% | +530+10.5% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 30,863 | $312.3 萬 | 0.2% | −184−0.6% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,373 | $300.6 萬 | 0.2% | +1,171+12.7% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $293.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 70,400 | $290.3 萬 | 0.1% | −342−0.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 44,124 | $278.3 萬 | 0.1% | +22,247+101.7% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 67,457 | $266.1 萬 | 0.1% | +13,904+26.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 47,802 | $259.6 萬 | 0.1% | +10,128+26.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,172 | $253.8 萬 | 0.1% | +304+10.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,633 | $251.3 萬 | 0.1% | −20.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 16,947 | $251.1 萬 | 0.1% | +736+4.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,609 | $250.9 萬 | 0.1% | +540+6.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 34,294 | $249.4 萬 | 0.1% | +135+0.4% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 28,357 | $249.3 萬 | 0.1% | −4,622−14.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 31,747 | $247.1 萬 | 0.1% | +950+3.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,109 | $240.4 萬 | 0.1% | +132+0.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 20,601 | $237.6 萬 | 0.1% | −1,929−8.6% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 19,086 | $233.4 萬 | 0.1% | −1,716−8.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,827 | $229.5 萬 | 0.1% | +3,396+29.7% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,909 | $228.9 萬 | 0.1% | +283+1.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,778 | $226.4 萬 | 0.1% | +7,163+49.0% | 加碼 | – |
| SIVBSVB Financial Group | COM | 3,986 | $221.8 萬 | 0.1% | +766+23.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,502 | $220.3 萬 | 0.1% | +89+1.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 36,762 | $206.0 萬 | 0.1% | +3,512+10.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,097 | $200.4 萬 | 0.1% | +552+4.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,809 | $198.5 萬 | 0.1% | +83+1.0% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 8,907 | $195.9 萬 | 0.1% | +203+2.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,056 | $194.9 萬 | 0.1% | −581−2.3% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 36,874 | $190.0 萬 | 0.1% | −1,781−4.6% | 減碼 | – |
| NFLXNetflix Inc | Stock | 3,587 | $189.5 萬 | 0.1% | −312−8.0% | 減碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 42,879 | $186.9 萬 | 0.1% | +3,095+7.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,804 | $186.3 萬 | 0.1% | +793+6.1% | 加碼 | 歷史 |
| LASRNlight, Inc. | COM | 51,043 | $185.2 萬 | 0.1% | +500+1.0% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 45,142 | $184.5 萬 | 0.1% | −305−0.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,764 | $181.9 萬 | 0.1% | +22+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 12,163 | $178.3 萬 | 0.1% | +751+6.6% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（15 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NEWRNew Relic, Inc. | COM | 6,939 | $42.7 萬 | <0.1% | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 24,702 | $29.0 萬 | <0.1% | 歷史 |
| J P Morgan Exchange-Traded F46641Q712 | BETBULD JAPAN | 9,782 | $27.9 萬 | <0.1% | – |
| KHCKraft Heinz Co | Stock | 6,079 | $24.3 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,843 | $23.7 萬 | <0.1% | 歷史 |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 1,500 | $22.9 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 2,778 | $21.7 萬 | <0.1% | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 4,478 | $21.6 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,502 | $21.6 萬 | <0.1% | – |
| CARRCarrier Global Corp | Stock | 5,065 | $21.4 萬 | <0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,050 | $20.6 萬 | <0.1% | – |
| GLWCorning Inc | COM | 4,694 | $20.4 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 991 | $20.0 萬 | <0.1% | 歷史 |
| MACMacerich Co | COM | 14,776 | $17.3 萬 | <0.1% | 歷史 |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 10,000 | $13.8 萬 | <0.1% | – |