Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/4 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 474
- 較 2022 年第 1 季 −41
- 總值
- $17.3 億
- 較 2022 年第 1 季 −$4.20 億 (−19.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,590,438 | $3.81 億 | 22.1% | −62,702−1.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 653,434 | $1.68 億 | 9.7% | +12,306+1.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,198,416 | $1.61 億 | 9.3% | −4,540−0.4% | 減碼 | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 7,878,016 | $1.49 億 | 8.6% | +83,396+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 428,222 | $5,855 萬 | 3.4% | −8,643−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 264,381 | $4,987 萬 | 2.9% | −3,521−1.3% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 183,228 | $3,807 萬 | 2.2% | +130+0.1% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 108,093 | $2,350 萬 | 1.4% | +1,022+1.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 91,552 | $2,002 萬 | 1.2% | −280.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,538 | $1,869 萬 | 1.1% | +377+0.8% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 467,871 | $1,611 萬 | 0.9% | −329−0.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 89,392 | $1,514 萬 | 0.9% | −773−0.9% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 238,791 | $1,492 萬 | 0.9% | +1,579+0.7% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 615,259 | $1,434 萬 | 0.8% | +42,911+7.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 37,440 | $1,420 萬 | 0.8% | +824+2.3% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 151,582 | $1,270 萬 | 0.7% | +9,135+6.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 139,908 | $1,194 萬 | 0.7% | +2,754+2.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 17,513 | $1,179 萬 | 0.7% | +349+2.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 126,900 | $1,075 萬 | 0.6% | +126,900 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 117,737 | $1,008 萬 | 0.6% | +601+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,450 | $973.5 萬 | 0.6% | −125−2.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,261 | $923.1 萬 | 0.5% | +685+3.7% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 204,060 | $900.7 萬 | 0.5% | +9,939+5.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,876 | $844.7 萬 | 0.5% | +61+1.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 106,353 | $812.4 萬 | 0.5% | +1,679+1.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 26,730 | $729.8 萬 | 0.4% | −5,859−18.0% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 107,732 | $696.6 萬 | 0.4% | +100.0% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 200,389 | $690.3 萬 | 0.4% | +439+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,510 | $687.0 萬 | 0.4% | +3,813+18.4% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 125,792 | $686.7 萬 | 0.4% | +211+0.2% | 加碼 | – |
| NKENIKE, Inc. | Stock | 65,026 | $664.6 萬 | 0.4% | −1,067−1.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 253,995 | $613.1 萬 | 0.4% | +82,093+47.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 34,226 | $589.9 萬 | 0.3% | −1,701−4.7% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 222,383 | $587.8 萬 | 0.3% | +51,809+30.4% | 加碼 | – |
| INTCIntel Corp | Stock | 146,187 | $546.9 萬 | 0.3% | −340.0% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 38,961 | $541.8 萬 | 0.3% | +7,796+25.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 30,497 | $541.4 萬 | 0.3% | −1,875−5.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 20,928 | $509.2 萬 | 0.3% | −337−1.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 30,158 | $497.7 萬 | 0.3% | +2,897+10.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,780 | $487.7 萬 | 0.3% | +1,606+9.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,873 | $484.7 萬 | 0.3% | −226−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,903 | $470.8 萬 | 0.3% | −940−3.8% | 減碼 | – |
| PCARPaccar Inc | COM | 56,929 | $468.8 萬 | 0.3% | −252−0.4% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,755 | $448.8 萬 | 0.3% | +278+0.5% | 加碼 | – |
| ACNAccenture plc | Stock | 15,808 | $438.9 萬 | 0.3% | +899+6.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,424 | $432.7 萬 | 0.3% | +858+11.3% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 81,528 | $420.8 萬 | 0.2% | −13,830−14.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 28,527 | $413.6 萬 | 0.2% | +187+0.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,695 | $405.7 萬 | 0.2% | −270−2.3% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 183,831 | $394.1 萬 | 0.2% | +8,511+4.9% | 加碼 | – |
| HCPHashiCorp, Inc. | COM CL A | 131,768 | $387.9 萬 | 0.2% | +131,768 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,391 | $387.6 萬 | 0.2% | +537+1.9% | 加碼 | – |
| CMCSAComcast Corp | Stock | 97,292 | $381.8 萬 | 0.2% | −4,452−4.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 33,694 | $379.4 萬 | 0.2% | −253−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,947 | $377.7 萬 | 0.2% | −1,612−8.7% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 41,421 | $369.0 萬 | 0.2% | +24,191+140.4% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 12,915 | $353.5 萬 | 0.2% | −15−0.1% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 29,841 | $339.9 萬 | 0.2% | +1,425+5.0% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 145,124 | $336.1 萬 | 0.2% | +41,850+40.5% | 加碼 | – |
| LRCXLam Research Corp | COM | 7,758 | $330.6 萬 | 0.2% | −53−0.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,852 | $328.5 萬 | 0.2% | −17−0.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 8 | $327.2 萬 | 0.2% | −1−11.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 21,680 | $324.8 萬 | 0.2% | +191+0.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 77,123 | $321.2 萬 | 0.2% | +13,843+21.9% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 18,369 | $320.8 萬 | 0.2% | −2,838−13.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 16,116 | $317.3 萬 | 0.2% | −745−4.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 33,219 | $313.6 萬 | 0.2% | −1,426−4.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,754 | $312.5 萬 | 0.2% | −53−0.3% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 64,297 | $307.1 萬 | 0.2% | +194+0.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 73,680 | $300.6 萬 | 0.2% | +8,662+13.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 69,643 | $297.0 萬 | 0.2% | −1,357−1.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 102,255 | $295.4 萬 | 0.2% | +1,801+1.8% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,952 | $275.6 萬 | 0.2% | +38+0.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,040 | $273.5 萬 | 0.2% | −788−4.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 19,403 | $265.3 萬 | 0.2% | −1,378−6.6% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 32,732 | $259.3 萬 | 0.2% | +909+2.9% | 加碼 | – |
| ORCLOracle Corp | Stock | 36,940 | $258.1 萬 | 0.1% | −4,176−10.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,927 | $257.2 萬 | 0.1% | +2,000+12.6% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 27,810 | $253.5 萬 | 0.1% | +1,042+3.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,904 | $252.9 萬 | 0.1% | +8,802+26.6% | 加碼 | – |
| PFEPfizer Inc | Stock | 47,848 | $250.9 萬 | 0.1% | +48+0.1% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 29,385 | $246.5 萬 | 0.1% | −451−1.5% | 減碼 | – |
| CVXChevron Corp | Stock | 16,750 | $242.5 萬 | 0.1% | +109+0.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,562 | $240.2 萬 | 0.1% | −37−0.6% | 減碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 205,469 | $240.2 萬 | 0.1% | +46,902+29.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 76,531 | $238.2 萬 | 0.1% | −1,705−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,113 | $234.6 萬 | 0.1% | +357+2.0% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,365 | $234.5 萬 | 0.1% | +196+1.8% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 4,830 | $233.1 萬 | 0.1% | −26−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,774 | $226.8 萬 | 0.1% | −607−3.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,950 | $224.9 萬 | 0.1% | +11+0.1% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 70,667 | $222.2 萬 | 0.1% | +10,849+18.1% | 加碼 | – |
| GBXGreenbrier Companies Inc | Stock | 61,627 | $221.8 萬 | 0.1% | +3,327+5.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,204 | $217.5 萬 | 0.1% | −29−0.2% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 48,637 | $217.2 萬 | 0.1% | −1,016−2.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 12,437 | $209.5 萬 | 0.1% | −46−0.4% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,447 | $205.8 萬 | 0.1% | +40.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 6,332 | $205.3 萬 | 0.1% | +63+1.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 32,514 | $204.5 萬 | 0.1% | −603−1.8% | 減碼 | 歷史 |
| AVLRAvalara, Inc. | COM | 28,938 | $204.3 萬 | 0.1% | −22,104−43.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（68 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FSBCFive Star Bancorp | COM | 86,219 | $244.0 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 18,495 | $92.8 萬 | <0.1% | 歷史 |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 10,938 | $53.5 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 16,085 | $48.7 萬 | <0.1% | – |
| HCATHealth Catalyst, Inc. | COM | 15,626 | $40.8 萬 | <0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 2,885 | $39.1 萬 | <0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 759 | $33.7 萬 | <0.1% | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 6,230 | $33.6 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 6,588 | $33.4 萬 | <0.1% | – |
| AONAon plc | CL A | 958 | $31.2 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 3,484 | $31.2 萬 | <0.1% | 歷史 |
| CSXCSX Corp | Stock | 8,108 | $30.4 萬 | <0.1% | 歷史 |
| MTCHMatch Group, Inc. | COM | 2,778 | $30.2 萬 | <0.1% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,524 | $28.6 萬 | <0.1% | – |
| COINCoinbase Global, Inc. | COM CL A | 1,494 | $28.4 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,387 | $28.2 萬 | <0.1% | – |
| TEAMAtlassian Corp | CL A | 954 | $28.0 萬 | <0.1% | 歷史 |
| EQIXEquinix Inc | COM | 372 | $27.6 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,507 | $27.3 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,092 | $26.5 萬 | <0.1% | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,340 | $26.2 萬 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 5,593 | $25.8 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,520 | $25.4 萬 | <0.1% | – |
| ASANAsana, Inc. | CL A | 6,361 | $25.4 萬 | <0.1% | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 4,455 | $25.2 萬 | <0.1% | 歷史 |
| TRGPTarga Resources Corp. | COM | 3,295 | $24.9 萬 | <0.1% | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,037 | $24.4 萬 | <0.1% | – |
| VACMarriott Vacations Worldwide Corp | COM | 1,545 | $24.3 萬 | <0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,909 | $24.0 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,560 | $23.6 萬 | <0.1% | – |
| VMWVmware LLC | CL A COM | 2,067 | $23.6 萬 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 1,874 | $23.5 萬 | <0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,344 | $23.4 萬 | <0.1% | 歷史 |
| NVRNVR Inc | COM | 51 | $22.8 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 2,928 | $22.7 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,119 | $22.7 萬 | <0.1% | 歷史 |
| PGRProgressive Corp | Stock | 1,985 | $22.6 萬 | <0.1% | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,248 | $22.6 萬 | <0.1% | – |
| TWLOTwilio Inc | CL A | 1,371 | $22.6 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 1,497 | $22.2 萬 | <0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,088 | $22.1 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 4,431 | $22.0 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,643 | $21.7 萬 | <0.1% | – |
| SSentinelOne, Inc. | CL A | 5,542 | $21.5 萬 | <0.1% | 歷史 |
| FTVFortive Corp | Stock | 3,448 | $21.1 萬 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 879 | $21.0 萬 | <0.1% | 歷史 |
| PORPortland General Electric Co | COM NEW | 3,812 | $21.0 萬 | <0.1% | 歷史 |
| ILMNIllumina, Inc. | COM | 601 | $21.0 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 4,539 | $20.8 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 2,050 | $20.8 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 4,768 | $20.8 萬 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 10,292 | $20.8 萬 | <0.1% | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 2,803 | $20.6 萬 | <0.1% | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 981 | $20.6 萬 | <0.1% | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,045 | $20.5 萬 | <0.1% | – |
| AMPAmeriprise Financial Inc | COM | 684 | $20.5 萬 | <0.1% | 歷史 |
| LNCLincoln National Corp | COM | 3,135 | $20.5 萬 | <0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,960 | $20.4 萬 | <0.1% | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 4,361 | $20.4 萬 | <0.1% | – |
| GLWCorning Inc | COM | 5,467 | $20.2 萬 | <0.1% | 歷史 |
| DOVDOVER Corp | COM | 1,286 | $20.2 萬 | <0.1% | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 5,289 | $20.1 萬 | <0.1% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,393 | $20.0 萬 | <0.1% | 歷史 |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 4,900 | $20.0 萬 | <0.1% | 歷史 |
| BNGOBionano Genomics, Inc. | COM | 17,270 | $4.50 萬 | <0.1% | 歷史 |
| VRMVroom, Inc. | COM | 11,059 | $2.90 萬 | <0.1% | 歷史 |
| CTXRCitius Pharmaceuticals, Inc. | COM NEW | 10,000 | $1.80 萬 | <0.1% | 歷史 |
| NBEVNewAge, Inc. | COM | 12,350 | $7,000 | <0.1% | 歷史 |