Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/3 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 474
- 較 2022 年第 3 季 +8
- 總值
- $16.7 億
- 較 2022 年第 3 季 −$3,503 萬 (−2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,829,733 | $3.22 億 | 19.3% | +109,315+2.9% | 加碼 | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 7,528,207 | $1.64 億 | 9.8% | −382,509−4.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 634,771 | $1.52 億 | 9.1% | −40,446−6.0% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,009,612 | $1.41 億 | 8.5% | −897−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 472,298 | $6,137 萬 | 3.7% | +27,018+6.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 258,992 | $4,952 萬 | 3.0% | −5,466−2.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 177,799 | $3,743 萬 | 2.2% | −4,204−2.3% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 100,207 | $2,211 萬 | 1.3% | −6,095−5.7% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 793,913 | $1,928 萬 | 1.2% | +119,078+17.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,358 | $1,829 萬 | 1.1% | −2,304−2.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 45,194 | $1,728 萬 | 1.0% | −4,754−9.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 87,384 | $1,524 萬 | 0.9% | −1,201−1.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 229,519 | $1,507 萬 | 0.9% | −15,395−6.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 38,209 | $1,468 萬 | 0.9% | +1,014+2.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 157,856 | $1,339 萬 | 0.8% | +2,895+1.9% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 153,383 | $1,322 萬 | 0.8% | +4,431+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 582,597 | $1,302 萬 | 0.8% | +349,842+150.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 118,369 | $1,174 萬 | 0.7% | −1,646−1.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 106,023 | $1,169 萬 | 0.7% | −6,993−6.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 260,327 | $1,065 萬 | 0.6% | +39,859+18.1% | 加碼 | – |
| SYYSysco Corp | Stock | 118,047 | $902.5 萬 | 0.5% | −8,799−6.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 95,339 | $845.9 萬 | 0.5% | +3,714+4.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 26,879 | $830.3 萬 | 0.5% | −672−2.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 17,518 | $799.7 萬 | 0.5% | +622+3.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 311,228 | $779.3 萬 | 0.5% | −7,559−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 287,507 | $776.8 萬 | 0.5% | +69,092+31.6% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 51,333 | $736.8 萬 | 0.4% | +12,580+32.5% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 105,975 | $714.8 萬 | 0.4% | −1,748−1.6% | 減碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 124,264 | $701.8 萬 | 0.4% | −1,530−1.2% | 減碼 | – |
| NKENIKE, Inc. | Stock | 59,639 | $697.8 萬 | 0.4% | −3,005−4.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 75,307 | $664.4 萬 | 0.4% | −1,365−1.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 171,880 | $654.3 萬 | 0.4% | −28,520−14.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 11,827 | $627.0 萬 | 0.4% | +1,266+12.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,404 | $596.6 萬 | 0.4% | −4,404−16.4% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 34,150 | $594.9 萬 | 0.4% | +192+0.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 18,649 | $589.0 萬 | 0.4% | +501+2.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 32,320 | $570.9 萬 | 0.3% | +773+2.5% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 57,655 | $570.6 萬 | 0.3% | −129−0.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 20,911 | $549.2 萬 | 0.3% | −317−1.5% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 251,422 | $543.1 萬 | 0.3% | +44,881+21.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 38,599 | $541.8 萬 | 0.3% | −419−1.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 42,081 | $518.4 萬 | 0.3% | −4,530−9.7% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,715 | $503.7 萬 | 0.3% | −50.0% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 220,760 | $495.8 萬 | 0.3% | +182,185+472.3% | 加碼 | – |
| HCPHashiCorp, Inc. | COM CL A | 180,500 | $493.5 萬 | 0.3% | −564−0.3% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 21,799 | $467.1 萬 | 0.3% | +13,625+166.7% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 55,470 | $464.6 萬 | 0.3% | +36+0.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 89,371 | $462.2 萬 | 0.3% | +2,812+3.2% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 121,305 | $459.7 萬 | 0.3% | +1,304+1.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 12,857 | $451.7 萬 | 0.3% | −287−2.2% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 191,813 | $421.0 萬 | 0.3% | +10,414+5.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 31,142 | $417.6 萬 | 0.3% | −2,715−8.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 15,555 | $415.1 萬 | 0.2% | −119−0.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 27,335 | $414.5 萬 | 0.2% | −862−3.1% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 22,506 | $406.6 萬 | 0.2% | +4,151+22.6% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 383,562 | $403.9 萬 | 0.2% | +1,560+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,761 | $393.2 萬 | 0.2% | +1,429+6.1% | 加碼 | – |
| INTCIntel Corp | Stock | 144,711 | $382.5 萬 | 0.2% | −2,703−1.8% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 28,795 | $381.8 萬 | 0.2% | −504−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,382 | $370.4 萬 | 0.2% | −413−2.3% | 減碼 | – |
| RELYRemitly Global, Inc. | COM | 323,330 | $370.2 萬 | 0.2% | +154,325+91.3% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 12,261 | $347.3 萬 | 0.2% | −40.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 17,861 | $340.2 萬 | 0.2% | −652−3.5% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 39,527 | $338.0 萬 | 0.2% | −60.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 16,645 | $331.6 萬 | 0.2% | −1,577−8.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 7,883 | $331.3 萬 | 0.2% | +9+0.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $328.1 萬 | 0.2% | −1−12.5% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 21,029 | $319.3 萬 | 0.2% | +4,056+23.9% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 65,531 | $311.1 萬 | 0.2% | +1,149+1.8% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,364 | $310.3 萬 | 0.2% | +188+2.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,578 | $306.0 萬 | 0.2% | +533+2.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 37,381 | $305.6 萬 | 0.2% | −719−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,619 | $301.3 萬 | 0.2% | +1,631+8.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,205 | $300.7 萬 | 0.2% | +10,092+90.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,292 | $296.9 萬 | 0.2% | −1,592−10.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 16,115 | $289.3 萬 | 0.2% | −2,030−11.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 82,246 | $287.6 萬 | 0.2% | −15,635−16.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 16,926 | $256.5 萬 | 0.2% | +1,157+7.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 77,193 | $255.7 萬 | 0.2% | +964+1.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 60,753 | $255.0 萬 | 0.2% | −401−0.7% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,755 | $253.6 萬 | 0.2% | +783+4.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 42,943 | $251.2 萬 | 0.2% | −263−0.6% | 減碼 | – |
| PFEPfizer Inc | Stock | 48,941 | $250.8 萬 | 0.2% | +219+0.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 28,190 | $244.9 萬 | 0.1% | −3,506−11.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,031 | $242.9 萬 | 0.1% | +167+1.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 50,354 | $239.9 萬 | 0.1% | −17,010−25.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 53,056 | $239.6 萬 | 0.1% | −447−0.8% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,029 | $236.6 萬 | 0.1% | −492−4.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 28,116 | $235.1 萬 | 0.1% | −3,526−11.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 6,246 | $228.5 萬 | 0.1% | −186−2.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,843 | $226.8 萬 | 0.1% | +129+0.7% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 56,594 | $220.6 萬 | 0.1% | −748−1.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 10,995 | $220.5 萬 | 0.1% | +309+2.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 34,611 | $220.2 萬 | 0.1% | +1,060+3.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 11,949 | $214.8 萬 | 0.1% | +782+7.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 12,576 | $213.3 萬 | 0.1% | −1,688−11.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,322 | $212.8 萬 | 0.1% | −521−7.6% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 4,063 | $208.4 萬 | 0.1% | −571−12.3% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,819 | $203.3 萬 | 0.1% | +917+10.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,301 | $203.3 萬 | 0.1% | −453−2.3% | 減碼 | – |
選擇權（2 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。
2022 年第 3 季之後清倉（49 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AVLRAvalara, Inc. | COM | 24,448 | $224.4 萬 | 0.1% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 14,267 | $57.0 萬 | <0.1% | – |
| APTVAptiv PLC | SHS | 6,689 | $52.3 萬 | <0.1% | 歷史 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 37,961 | $49.9 萬 | <0.1% | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 12,212 | $48.5 萬 | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 13,038 | $45.5 萬 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,290 | $44.9 萬 | <0.1% | – |
| ESRTEmpire State Realty Trust, Inc. | CL A | 57,750 | $37.9 萬 | <0.1% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 6,231 | $34.5 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,803 | $33.5 萬 | <0.1% | – |
| CPRTCopart Inc | COM | 3,055 | $32.5 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,315 | $31.0 萬 | <0.1% | – |
| MUMicron Technology Inc | Stock | 6,036 | $30.2 萬 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 7,363 | $27.8 萬 | <0.1% | – |
| KKRKKR & Co. Inc. | COM | 6,459 | $27.8 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 7,823 | $27.4 萬 | <0.1% | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 13,599 | $26.9 萬 | <0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 5,123 | $26.7 萬 | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 5,237 | $25.0 萬 | <0.1% | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 3,830 | $25.0 萬 | <0.1% | 歷史 |
| SGENSeagen Inc. | COM | 1,809 | $24.8 萬 | <0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,186 | $24.6 萬 | <0.1% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,108 | $24.6 萬 | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 158 | $23.7 萬 | <0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 1,610 | $23.3 萬 | <0.1% | 歷史 |
| TWTRTwitter, Inc. | COM | 5,277 | $23.1 萬 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 1,084 | $22.8 萬 | <0.1% | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 2,477 | $22.6 萬 | <0.1% | – |
| ALBAlbemarle Corp | Stock | 843 | $22.3 萬 | <0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 3,837 | $22.0 萬 | <0.1% | 歷史 |
| EIXEdison International | Stock | 3,857 | $21.8 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 809 | $21.6 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,659 | $21.6 萬 | <0.1% | – |
| FFBCFirst Financial Bancorp | COM | 10,161 | $21.4 萬 | <0.1% | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 6,202 | $20.8 萬 | <0.1% | – |
| HASHasbro, Inc. | COM | 3,036 | $20.5 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,742 | $20.4 萬 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 2,462 | $20.3 萬 | <0.1% | 歷史 |
| ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | COM | 24,859 | $18.8 萬 | <0.1% | 歷史 |
| NIONIO Inc. | ADR | 10,761 | $17.0 萬 | <0.1% | 歷史 |
| Clarim Acquisition Corp18049C207 | UNIT 99/99/9999 | 10,000 | $9.90 萬 | <0.1% | – |
| NAUTNautilus Biotechnology, Inc. | COM | 43,961 | $9.30 萬 | <0.1% | 歷史 |
| IHTInnsuites Hospitality Trust | SH BEN INT | 43,352 | $8.30 萬 | <0.1% | 歷史 |
| Two Harbors Investment Corp.90187B408 | COM NEW | 10,482 | $3.50 萬 | <0.1% | – |
| GTBPGT Biopharma, Inc. | COM NEW | 11,689 | $2.10 萬 | <0.1% | 歷史 |
| CORZCore Scientific, Inc. | COMMON STOCK | 11,737 | $1.50 萬 | <0.1% | 歷史 |
| DOLEDole plc | ORD SHS | 10,000 | $1.00 萬 | <0.1% | 歷史 |
| VBIVVBI Vaccines Inc/BC | COM NEW | 10,000 | $7,000 | <0.1% | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 10,000 | $6,000 | <0.1% | 歷史 |