Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 517
- 較 2022 年第 4 季 +43
- 總值
- $17.6 億
- 較 2022 年第 4 季 +$9,095 萬 (+5.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,801,402 | $3.93 億 | 22.3% | −28,331−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 650,652 | $1.88 億 | 10.7% | +15,881+2.5% | 加碼 | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 5,422,523 | $1.20 億 | 6.8% | −2,105,684−28.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 475,451 | $7,840 萬 | 4.5% | +3,153+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 262,542 | $5,358 萬 | 3.0% | +3,550+1.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 177,300 | $3,993 萬 | 2.3% | −499−0.3% | 減碼 | – |
| TMUST-Mobile US, Inc. | Stock | 185,291 | $2,684 萬 | 1.5% | −824,321−81.6% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 919,607 | $2,343 萬 | 1.3% | +125,694+15.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 99,191 | $2,335 萬 | 1.3% | −1,016−1.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 85,556 | $2,090 萬 | 1.2% | +198+0.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 44,979 | $1,841 萬 | 1.0% | −215−0.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 701,538 | $1,688 萬 | 1.0% | +118,941+20.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 226,515 | $1,620 萬 | 0.9% | −3,004−1.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 88,333 | $1,576 萬 | 0.9% | +949+1.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 36,439 | $1,498 萬 | 0.9% | −1,770−4.6% | 減碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 162,598 | $1,497 萬 | 0.9% | +9,215+6.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 150,239 | $1,360 萬 | 0.8% | −7,617−4.8% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 437,632 | $1,259 萬 | 0.7% | +150,125+52.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 58,124 | $1,206 萬 | 0.7% | +16,043+38.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 114,938 | $1,197 萬 | 0.7% | −3,431−2.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 106,869 | $1,172 萬 | 0.7% | +846+0.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 102,571 | $1,067 萬 | 0.6% | +7,232+7.6% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 251,769 | $1,036 萬 | 0.6% | −8,558−3.3% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 373,820 | $1,007 萬 | 0.6% | +62,592+20.1% | 加碼 | – |
| SYYSysco Corp | Stock | 118,245 | $913.2 萬 | 0.5% | +198+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 83,680 | $868.0 萬 | 0.5% | +8,373+11.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 70,509 | $864.7 萬 | 0.5% | +10,870+18.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 26,809 | $827.8 萬 | 0.5% | −70−0.3% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 52,183 | $805.1 萬 | 0.5% | +850+1.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 327,643 | $772.9 萬 | 0.4% | +106,883+48.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 15,086 | $749.6 萬 | 0.4% | −2,432−13.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 123,624 | $735.7 萬 | 0.4% | −640−0.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,793 | $731.5 萬 | 0.4% | +389+1.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 104,245 | $728.9 萬 | 0.4% | −1,730−1.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 24,553 | $682.0 萬 | 0.4% | +3,934+19.1% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 295,147 | $680.6 萬 | 0.4% | +43,725+17.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 14,181 | $670.2 萬 | 0.4% | +2,354+19.9% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 86,603 | $633.9 萬 | 0.4% | +28,948+50.2% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 33,929 | $633.8 萬 | 0.4% | −221−0.6% | 減碼 | – |
| APPAppLovin Corp | COM CL A | 384,036 | $604.9 萬 | 0.3% | +474+0.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,860 | $556.6 萬 | 0.3% | +211+1.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,603 | $551.5 萬 | 0.3% | −1,192−4.1% | 減碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 44,230 | $550.2 萬 | 0.3% | +4,703+11.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,493 | $550.1 萬 | 0.3% | +3,173+9.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 39,750 | $549.0 萬 | 0.3% | +1,151+3.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,445 | $543.2 萬 | 0.3% | +1,588+12.4% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 137,808 | $532.6 萬 | 0.3% | −34,072−19.8% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 56,734 | $531.5 萬 | 0.3% | +1,264+2.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 25,070 | $531.3 萬 | 0.3% | +6,227+33.0% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,661 | $520.1 萬 | 0.3% | −54−0.2% | 減碼 | – |
| ACNAccenture plc | Stock | 18,154 | $518.9 萬 | 0.3% | +2,599+16.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 21,215 | $512.9 萬 | 0.3% | +304+1.5% | 加碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 302,189 | $512.2 萬 | 0.3% | −21,141−6.5% | 減碼 | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 174,684 | $511.6 萬 | 0.3% | −5,816−3.2% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 217,084 | $499.7 萬 | 0.3% | +25,271+13.2% | 加碼 | – |
| INTCIntel Corp | Stock | 146,289 | $477.9 萬 | 0.3% | +1,578+1.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 120,860 | $476.9 萬 | 0.3% | −445−0.4% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 84,956 | $469.0 萬 | 0.3% | −4,415−4.9% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,423 | $434.6 萬 | 0.2% | +41+0.2% | 加碼 | – |
| LRCXLam Research Corp | COM | 7,960 | $422.0 萬 | 0.2% | +77+1.0% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 27,596 | $420.2 萬 | 0.2% | +261+1.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 22,803 | $415.7 萬 | 0.2% | +297+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 31,806 | $414.5 萬 | 0.2% | +664+2.1% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 674,658 | $409.5 萬 | 0.2% | +662,012+5,235.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 41,675 | $387.2 萬 | 0.2% | +4,294+11.5% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 23,999 | $381.0 萬 | 0.2% | −762−3.1% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 18,714 | $374.2 萬 | 0.2% | +2,069+12.4% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 11,864 | $360.6 萬 | 0.2% | −397−3.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 18,762 | $358.6 萬 | 0.2% | −3,037−13.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 16,674 | $354.2 萬 | 0.2% | −1,187−6.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $325.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 85,627 | $324.6 萬 | 0.2% | +3,381+4.1% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 65,531 | $323.3 萬 | 0.2% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,539 | $317.3 萬 | 0.2% | +175+1.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 59,695 | $312.1 萬 | 0.2% | +9,341+18.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 68,711 | $310.4 萬 | 0.2% | +7,958+13.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 8,761 | $302.7 萬 | 0.2% | +4,560+108.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 8,576 | $294.5 萬 | 0.2% | +2,330+37.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 27,276 | $290.2 萬 | 0.2% | −302−1.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 12,799 | $288.6 萬 | 0.2% | −1,493−10.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 19,170 | $285.0 萬 | 0.2% | +2,244+13.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 18,861 | $278.1 萬 | 0.2% | −2,344−11.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 27,679 | $277.1 萬 | 0.2% | −511−1.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 16,934 | $276.3 萬 | 0.2% | +819+5.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 42,843 | $273.7 萬 | 0.2% | −100−0.2% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 6,806 | $262.3 萬 | 0.1% | +484+7.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 53,100 | $256.8 萬 | 0.1% | +44+0.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 28,204 | $256.8 萬 | 0.1% | +88+0.3% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 346,376 | $249.7 萬 | 0.1% | +140,972+68.6% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 11,006 | $249.6 萬 | 0.1% | −23−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,528 | $248.4 萬 | 0.1% | −227−1.2% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 15,529 | $247.5 萬 | 0.1% | +498+3.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,028 | $246.8 萬 | 0.1% | −5,001−23.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 11,302 | $244.6 萬 | 0.1% | +307+2.8% | 加碼 | – |
| PFEPfizer Inc | Stock | 59,140 | $241.3 萬 | 0.1% | +10,199+20.8% | 加碼 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,798 | $229.8 萬 | 0.1% | +4,961+56.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,945 | $228.5 萬 | 0.1% | +5,197+138.7% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 20,715 | $228.4 萬 | 0.1% | +2,036+10.9% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 46,954 | $224.7 萬 | 0.1% | +9,294+24.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,004 | $222.2 萬 | 0.1% | −1,590−2.8% | 減碼 | – |
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 |
|---|---|---|---|
| DASHDoorDash, Inc. | Stock | – | $38.1 萬 |
2022 年第 4 季之後清倉（27 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SIVBSVB Financial Group | COM | 4,488 | $103.3 萬 | 0.1% | 歷史 |
| DASHDoorDash, Inc. | Stock | 9,144 | $44.6 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,238 | $35.3 萬 | <0.1% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 5,948 | $32.5 萬 | <0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,155 | $30.5 萬 | <0.1% | 歷史 |
| UNFIUnited Natural Foods Inc | COM | 7,009 | $27.1 萬 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 3,661 | $26.5 萬 | <0.1% | 歷史 |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 9,160 | $26.1 萬 | <0.1% | – |
| BENFranklin Templeton Inc | COM | 9,865 | $26.0 萬 | <0.1% | 歷史 |
| ASMLASML Holding NV | ADR | 467 | $25.5 萬 | <0.1% | 歷史 |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 6,204 | $25.4 萬 | <0.1% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,769 | $24.0 萬 | <0.1% | – |
| iShares Core S&P US Value ETF464287663 | ETF | 3,387 | $23.9 萬 | <0.1% | – |
| CMAComerica Inc | COM | 3,520 | $23.5 萬 | <0.1% | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 9,474 | $23.3 萬 | <0.1% | – |
| WPCW. P. Carey Inc. | COM | 2,926 | $22.9 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 5,359 | $22.1 萬 | <0.1% | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 2,627 | $22.0 萬 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 2,599 | $21.3 萬 | <0.1% | 歷史 |
| VMWVmware LLC | CL A COM | 1,717 | $21.1 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,167 | $20.8 萬 | <0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 1,939 | $20.7 萬 | <0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,034 | $20.3 萬 | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 5,475 | $20.2 萬 | <0.1% | – |
| DOCHealthpeak Properties, Inc. | COM | 8,055 | $20.2 萬 | <0.1% | 歷史 |
| Social Leverage Acquisn Corp83363K102 | COM CL A | 10,000 | $10.0 萬 | <0.1% | – |
| VIEWView, Inc. | COM CL A | 30,131 | $2.91 萬 | <0.1% | 歷史 |