Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/13 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 515
- 較 2021 年第 4 季 −16
- 總值
- $21.5 億
- 較 2021 年第 4 季 +$3,057 萬 (+1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 182,657 | $5.95 億 | 27.7% | −743−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 641,128 | $1.98 億 | 9.2% | +2,089+0.3% | 加碼 | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 7,794,620 | $1.63 億 | 7.6% | +260,914+3.5% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 1,202,956 | $1.54 億 | 7.2% | +30,294+2.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 436,865 | $7,628 萬 | 3.6% | +18,394+4.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 267,902 | $6,099 萬 | 2.8% | +17,346+6.9% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 183,098 | $4,579 萬 | 2.1% | −527−0.3% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 107,071 | $2,809 萬 | 1.3% | −721−0.7% | 減碼 | – |
| APPAppLovin Corp | COM CL A | 468,200 | $2,578 萬 | 1.2% | +468,200 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 91,580 | $2,543 萬 | 1.2% | +193+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,161 | $2,220 萬 | 1.0% | +3,534+7.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 90,165 | $1,851 萬 | 0.9% | +1,534+1.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,164 | $1,850 萬 | 0.9% | −585−3.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 237,212 | $1,746 萬 | 0.8% | +5,487+2.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 36,616 | $1,661 萬 | 0.8% | −170.0% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 572,348 | $1,579 萬 | 0.7% | +232,980+68.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 142,447 | $1,438 萬 | 0.7% | +610.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 137,154 | $1,389 萬 | 0.6% | +16,924+14.1% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 4,575 | $1,278 萬 | 0.6% | +386+9.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 32,589 | $1,150 萬 | 0.5% | +784+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 18,576 | $1,070 萬 | 0.5% | +1,681+9.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,815 | $1,061 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 194,121 | $1,048 萬 | 0.5% | −10,579−5.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 117,136 | $967.4 萬 | 0.5% | +59,894+104.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 104,674 | $952.2 萬 | 0.4% | +350+0.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 66,093 | $889.4 萬 | 0.4% | +6,521+10.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 107,722 | $840.7 萬 | 0.4% | +1,198+1.1% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 125,581 | $833.1 萬 | 0.4% | −1,117−0.9% | 減碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 199,950 | $765.8 萬 | 0.4% | −8,101−3.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 20,697 | $750.4 萬 | 0.3% | +5,572+36.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 35,927 | $749.0 萬 | 0.3% | +702+2.0% | 加碼 | – |
| INTCIntel Corp | Stock | 146,221 | $724.7 萬 | 0.3% | −816−0.6% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 31,165 | $714.1 萬 | 0.3% | −52−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,843 | $590.9 萬 | 0.3% | +1,289+5.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 27,261 | $578.8 萬 | 0.3% | +2,098+8.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 32,372 | $573.7 萬 | 0.3% | +389+1.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 95,358 | $569.7 萬 | 0.3% | +10,813+12.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 121,099 | $546.7 萬 | 0.3% | −2,067−1.7% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 170,574 | $537.7 萬 | 0.3% | +64,438+60.7% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,477 | $534.1 萬 | 0.2% | +29+0.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,559 | $533.7 萬 | 0.2% | +1,941+11.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 21,265 | $514.2 萬 | 0.2% | −514−2.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,828 | $513.8 萬 | 0.2% | +1,557+9.0% | 加碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 51,042 | $507.9 萬 | 0.2% | −6,564−11.4% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 57,181 | $503.6 萬 | 0.2% | −1,697−2.9% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 14,909 | $502.8 萬 | 0.2% | −13−0.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 11,965 | $496.7 萬 | 0.2% | +1,120+10.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 16,174 | $484.1 萬 | 0.2% | +4,122+34.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 171,902 | $483.9 萬 | 0.2% | +68,762+66.7% | 加碼 | – |
| CMCSAComcast Corp | Stock | 101,744 | $476.4 萬 | 0.2% | −3,025−2.9% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $476.0 萬 | 0.2% | +2+28.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 34,645 | $475.1 萬 | 0.2% | +3,916+12.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 28,340 | $470.4 萬 | 0.2% | +296+1.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 33,947 | $462.8 萬 | 0.2% | +1,004+3.0% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 175,320 | $437.4 萬 | 0.2% | +163,646+1,401.8% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 21,207 | $428.8 萬 | 0.2% | +257+1.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 28,854 | $426.4 萬 | 0.2% | +3,097+12.0% | 加碼 | – |
| LRCXLam Research Corp | COM | 7,811 | $419.9 萬 | 0.2% | −304−3.7% | 減碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 12,930 | $416.8 萬 | 0.2% | −10−0.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 20,781 | $397.9 萬 | 0.2% | +109+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,869 | $397.4 萬 | 0.2% | −169−0.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 71,000 | $395.9 萬 | 0.2% | +4,040+6.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,566 | $385.9 萬 | 0.2% | +128+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 21,489 | $378.1 萬 | 0.2% | +615+2.9% | 加碼 | – |
| VVisa Inc. | Stock | 16,861 | $373.9 萬 | 0.2% | +850+5.3% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 64,103 | $373.0 萬 | 0.2% | −849−1.3% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 28,416 | $354.0 萬 | 0.2% | −536−1.9% | 減碼 | – |
| ORCLOracle Corp | Stock | 41,116 | $340.1 萬 | 0.2% | −7,017−14.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 100,454 | $336.3 萬 | 0.2% | +65,691+189.0% | 加碼 | – |
| BACBank of America Corp | Stock | 78,236 | $322.4 萬 | 0.2% | +5,668+7.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 31,823 | $319.8 萬 | 0.1% | −994−3.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 18,807 | $314.8 萬 | 0.1% | +619+3.4% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 65,018 | $312.2 萬 | 0.1% | +4,545+7.5% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,914 | $309.2 萬 | 0.1% | −32−0.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,599 | $300.7 萬 | 0.1% | +1,018+18.2% | 加碼 | 歷史 |
| GBXGreenbrier Companies Inc | Stock | 58,300 | $300.3 萬 | 0.1% | −6,580−10.1% | 減碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 29,836 | $297.7 萬 | 0.1% | −101−0.3% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 17,230 | $296.0 萬 | 0.1% | +7,858+83.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 63,280 | $291.9 萬 | 0.1% | −325−0.5% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,169 | $285.7 萬 | 0.1% | −20.0% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 103,274 | $271.0 萬 | 0.1% | +33,438+47.9% | 加碼 | – |
| CVXChevron Corp | Stock | 16,641 | $271.0 萬 | 0.1% | +1,099+7.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 49,653 | $267.4 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,756 | $265.7 萬 | 0.1% | +57+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,443 | $259.1 萬 | 0.1% | +32+0.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 15,927 | $258.3 萬 | 0.1% | +979+6.5% | 加碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 28,271 | $254.2 萬 | 0.1% | +140+0.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 33,102 | $252.8 萬 | 0.1% | −777−2.3% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 16,381 | $250.3 萬 | 0.1% | −58−0.4% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 158,567 | $250.2 萬 | 0.1% | +27,382+20.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 47,800 | $247.4 萬 | 0.1% | +3,280+7.4% | 加碼 | 歷史 |
| FSBCFive Star Bancorp | COM | 86,219 | $244.0 萬 | 0.1% | +500+0.6% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,939 | $242.6 萬 | 0.1% | −370−1.9% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 8,832 | $241.2 萬 | 0.1% | +74+0.8% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 22,517 | $241.2 萬 | 0.1% | −3,615−13.8% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,856 | $238.5 萬 | 0.1% | +87+1.8% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,699 | $238.4 萬 | 0.1% | +40.0% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,331 | $231.3 萬 | 0.1% | −117−0.6% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 14,233 | $230.7 萬 | 0.1% | +629+4.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,483 | $225.5 萬 | 0.1% | −1,384−10.0% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Tr46435G409 | MSCI INTL VLU FT | – | $30.7 萬 |
2021 年第 4 季之後清倉（46 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CERNCERNER Corp | COM | 5,511 | $51.2 萬 | <0.1% | 歷史 |
| RKLBRocket Lab Corp | COM | 35,813 | $44.0 萬 | <0.1% | 歷史 |
| RDFNRedfin Corp | COM | 10,948 | $42.0 萬 | <0.1% | 歷史 |
| iShares Tr464287184 | CHINA LG-CAP ETF | 11,173 | $40.9 萬 | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 2,196 | $40.4 萬 | <0.1% | 歷史 |
| iShares Inc46434G798 | MSCI RUSSIA ETF | 7,987 | $34.2 萬 | <0.1% | – |
| LYFTLyft, Inc. | CL A COM | 7,310 | $31.2 萬 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 7,770 | $27.9 萬 | <0.1% | 歷史 |
| WRBBerkley W R Corp | COM | 3,122 | $25.7 萬 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,006 | $25.7 萬 | <0.1% | – |
| GDVGabelli Dividend & Income Trust | COM | 8,927 | $24.1 萬 | <0.1% | 歷史 |
| ProShares Tr74347B169 | ONLINE RTL ETF | 4,229 | $24.0 萬 | <0.1% | – |
| TTDTrade Desk, Inc. | Stock | 2,610 | $23.9 萬 | <0.1% | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,351 | $23.4 萬 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 6,443 | $23.4 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 956 | $23.3 萬 | <0.1% | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,234 | $23.3 萬 | <0.1% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 9,042 | $23.2 萬 | <0.1% | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 5,492 | $22.7 萬 | <0.1% | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,452 | $22.7 萬 | <0.1% | – |
| BKRBaker Hughes Co | CL A | 9,401 | $22.6 萬 | <0.1% | 歷史 |
| ETSYEtsy Inc | COM | 1,034 | $22.6 萬 | <0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 803 | $22.6 萬 | <0.1% | 歷史 |
| JBLJabil Inc | Stock | 3,161 | $22.2 萬 | <0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,266 | $21.8 萬 | <0.1% | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 1,459 | $21.7 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 584 | $21.6 萬 | <0.1% | 歷史 |
| FERGFerguson Enterprises Inc. | SHS | 1,203 | $21.6 萬 | <0.1% | 歷史 |
| CBRECbre Group, Inc. | CL A | 1,974 | $21.4 萬 | <0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 1,496 | $21.4 萬 | <0.1% | 歷史 |
| Global X FDS37954Y434 | GENOMIC BIOTECH | 10,728 | $21.3 萬 | <0.1% | – |
| WATWaters Corp | COM | 566 | $21.1 萬 | <0.1% | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,218 | $21.1 萬 | <0.1% | – |
| PLXSPlexus Corp | COM | 2,169 | $20.8 萬 | <0.1% | 歷史 |
| iShares Inc464286392 | MSCI WORLD ETF | 1,525 | $20.6 萬 | <0.1% | – |
| ASMLASML Holding NV | ADR | 256 | $20.4 萬 | <0.1% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,113 | $20.2 萬 | <0.1% | – |
| SYYSysco Corp | Stock | 2,555 | $20.1 萬 | <0.1% | 歷史 |
| MASMasco Corp | COM | 2,866 | $20.1 萬 | <0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 879 | $20.0 萬 | <0.1% | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 13,275 | $10.1 萬 | <0.1% | 歷史 |
| Two Harbors Investment Corp.90187B408 | COM NEW | 10,276 | $5.90 萬 | <0.1% | – |
| SANBanco Santander, S.A. | ADR | 11,955 | $3.90 萬 | <0.1% | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 11,502 | $2.90 萬 | <0.1% | 歷史 |
| RESNResonant Inc | COM | 10,000 | $1.70 萬 | <0.1% | 歷史 |
| CCChemours Co | Stock | 2,521 | – | – | 歷史 |