Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2024 年第 2 季持倉
持倉截至 2024/6/30，2025/3/4 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 634
- 較 2024 年第 1 季 +4
- 總值
- $30.3 億
- 較 2024 年第 1 季 +$2.55 億 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,006,146 | $7.74 億 | 25.6% | +32,903+0.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 912,235 | $4.08 億 | 13.5% | +31,764+3.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 522,769 | $1.10 億 | 3.6% | +8,660+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 287,614 | $7,694 萬 | 2.5% | −1160.0% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,685,000 | $5,432 萬 | 1.8% | +114,332+7.3% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 180,567 | $5,373 萬 | 1.8% | −1,036−0.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 336,749 | $4,160 萬 | 1.4% | −7,261−2.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 1,647,569 | $4,117 萬 | 1.4% | +252,171+18.1% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,436,691 | $3,777 萬 | 1.2% | +100,932+7.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 266,931 | $3,769 萬 | 1.2% | +111,324+71.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 987,828 | $3,703 萬 | 1.2% | +72,080+7.9% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 205,011 | $3,612 萬 | 1.2% | −60,056−22.7% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 88,372 | $3,221 萬 | 1.1% | +236+0.3% | 加碼 | – |
| PFEPfizer Inc | Stock | 1,101,586 | $3,082 萬 | 1.0% | +979,310+800.9% | 加碼 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 2,978,220 | $2,880 萬 | 1.0% | +185,155+6.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 51,435 | $2,799 萬 | 0.9% | +2,147+4.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 941,322 | $2,793 萬 | 0.9% | +156,759+20.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 240,732 | $2,711 萬 | 0.9% | +12,847+5.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 85,976 | $2,654 萬 | 0.9% | −1,083−1.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 123,777 | $2,270 萬 | 0.7% | −1,259−1.0% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 39,056 | $2,137 萬 | 0.7% | −128−0.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 112,961 | $2,058 萬 | 0.7% | +3,323+3.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 40,351 | $2,035 萬 | 0.7% | +3,276+8.8% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 31 | $1,898 萬 | 0.6% | +24+342.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 237,746 | $1,862 萬 | 0.6% | +4,634+2.0% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 689,273 | $1,842 萬 | 0.6% | +79,294+13.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 151,936 | $1,805 萬 | 0.6% | −332−0.2% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 86,764 | $1,760 萬 | 0.6% | +135+0.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 148,316 | $1,707 萬 | 0.6% | +1,935+1.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 33,725 | $1,687 萬 | 0.6% | −375−1.1% | 減碼 | – |
| NKENIKE, Inc. | Stock | 223,044 | $1,681 萬 | 0.6% | +20,353+10.0% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 195,631 | $1,628 萬 | 0.5% | −55,492−22.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 39,926 | $1,624 萬 | 0.5% | +2,948+8.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 18,950 | $1,611 萬 | 0.5% | +346+1.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,464 | $1,603 萬 | 0.5% | +4,179+14.3% | 加碼 | – |
| TSLATesla, Inc. | Stock | 80,872 | $1,600 萬 | 0.5% | +8,343+11.5% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 26,302 | $1,339 萬 | 0.4% | +8,458+47.4% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 88,089 | $1,336 萬 | 0.4% | −70.0% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 488,779 | $1,242 萬 | 0.4% | +52,130+11.9% | 加碼 | – |
| IOTSamsara Inc. | Stock | 365,576 | $1,232 萬 | 0.4% | +365,576 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 294,491 | $1,223 萬 | 0.4% | +3,875+1.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 154,017 | $1,199 萬 | 0.4% | +5,715+3.9% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 437,956 | $1,133 萬 | 0.4% | +44,269+11.2% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 71,174 | $1,082 萬 | 0.4% | −146−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 11,497 | $1,041 萬 | 0.3% | +49+0.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 164,837 | $981.1 萬 | 0.3% | +55,915+51.3% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 72,545 | $980.0 萬 | 0.3% | −8,640−10.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 46,668 | $943.9 萬 | 0.3% | +4,897+11.7% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 37,704 | $941.2 萬 | 0.3% | −215−0.6% | 減碼 | – |
| PCARPaccar Inc | COM | 88,125 | $907.2 萬 | 0.3% | −50−0.1% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 100,505 | $814.9 萬 | 0.3% | −2,974−2.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 23,069 | $794.1 萬 | 0.3% | +748+3.4% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 108,588 | $775.2 萬 | 0.3% | +143+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 23,778 | $743.0 萬 | 0.2% | −250−1.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 49,470 | $723.1 萬 | 0.2% | +13,078+35.9% | 加碼 | 歷史 |
| ALKAlaska Air Group, Inc. | COM | 178,466 | $721.0 萬 | 0.2% | +26,601+17.5% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 116,934 | $720.8 萬 | 0.2% | +258+0.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 10,356 | $698.9 萬 | 0.2% | −35−0.3% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 37,738 | $658.4 萬 | 0.2% | +4,568+13.8% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 25,525 | $656.3 萬 | 0.2% | −1,804−6.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,793 | $654.4 萬 | 0.2% | +573+1.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 130,730 | $646.1 萬 | 0.2% | +5,938+4.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,886 | $631.5 萬 | 0.2% | +285+1.7% | 加碼 | – |
| CMCSAComcast Corp | Stock | 156,476 | $612.8 萬 | 0.2% | −26,256−14.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 101,428 | $611.6 萬 | 0.2% | +2,726+2.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,313 | $588.6 萬 | 0.2% | −1,403−5.5% | 減碼 | – |
| ACNAccenture plc | Stock | 18,957 | $575.2 萬 | 0.2% | +840+4.6% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,847 | $550.9 萬 | 0.2% | +386+0.7% | 加碼 | – |
| WMTWalmart Inc. | Stock | 80,261 | $543.4 萬 | 0.2% | +5,008+6.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 172,185 | $533.3 萬 | 0.2% | +6,404+3.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 70,702 | $513.9 萬 | 0.2% | +13,956+24.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 80,764 | $507.8 萬 | 0.2% | +23,887+42.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 118,628 | $505.2 萬 | 0.2% | +2,870+2.5% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 723,985 | $478.6 萬 | 0.2% | +9,610+1.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 29,006 | $478.4 萬 | 0.2% | +838+3.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 27,806 | $458.6 萬 | 0.2% | +1,655+6.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 28,265 | $458.5 萬 | 0.2% | +4,404+18.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,126 | $451.4 萬 | 0.1% | +142+1.8% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 48,748 | $451.1 萬 | 0.1% | +482+1.0% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 24,249 | $442.6 萬 | 0.1% | −224−0.9% | 減碼 | – |
| RELYRemitly Global, Inc. | COM | 365,009 | $442.4 萬 | 0.1% | +940.0% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 19,503 | $430.0 萬 | 0.1% | +279+1.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 10,955 | $428.5 萬 | 0.1% | +48+0.4% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 71,342 | $422.3 萬 | 0.1% | +1,449+2.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 69,984 | $409.5 萬 | 0.1% | +3,499+5.3% | 加碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 9,158 | $407.4 萬 | 0.1% | −156−1.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 22,102 | $402.3 萬 | 0.1% | +1,631+8.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,480 | $398.1 萬 | 0.1% | +133+5.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,742 | $393.0 萬 | 0.1% | +346+1.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 14,857 | $390.0 萬 | 0.1% | +1,007+7.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 24,672 | $385.9 萬 | 0.1% | +1,581+6.8% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 454,817 | $384.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 17,919 | $382.6 萬 | 0.1% | +109+0.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 15,954 | $360.9 萬 | 0.1% | +1,726+12.1% | 加碼 | – |
| BACBank of America Corp | Stock | 89,855 | $357.4 萬 | 0.1% | −450−0.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,721 | $338.3 萬 | 0.1% | +477+2.5% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 939,320 | $338.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,523 | $338.1 萬 | 0.1% | +459+2.5% | 加碼 | – |
| FSBCFive Star Bancorp | COM | 140,941 | $333.3 萬 | 0.1% | −1,714−1.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 92,456 | $322.3 萬 | 0.1% | +6,444+7.5% | 加碼 | – |
2024 年第 1 季之後清倉（40 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MROMarathon Oil Corp | COM | 39,689 | $112.5 萬 | <0.1% | 歷史 |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 27,337 | $77.9 萬 | <0.1% | – |
| UEUrban Edge Properties | COM | 25,523 | $44.1 萬 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 1,431 | $37.6 萬 | <0.1% | 歷史 |
| MCOMoodys Corp | Stock | 815 | $32.0 萬 | <0.1% | 歷史 |
| LULUlululemon athletica inc. | Stock | 730 | $28.5 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,786 | $28.0 萬 | <0.1% | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 4,634 | $27.5 萬 | <0.1% | – |
| BDXBecton Dickinson & Co | Stock | 1,060 | $26.2 萬 | <0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 938 | $25.9 萬 | <0.1% | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 14,443 | $25.9 萬 | <0.1% | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 8,609 | $24.6 萬 | <0.1% | – |
| CDWCDW Corp | COM | 927 | $23.7 萬 | <0.1% | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 5,952 | $23.7 萬 | <0.1% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,486 | $22.5 萬 | <0.1% | – |
| AIZAssurant, Inc. | Stock | 1,175 | $22.1 萬 | <0.1% | 歷史 |
| TEXTerex Corp | Stock | 3,424 | $22.0 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 7,885 | $22.0 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 1,952 | $21.8 萬 | <0.1% | – |
| AONAon plc | CL A | 651 | $21.7 萬 | <0.1% | 歷史 |
| RYNRayonier Inc | COM | 6,491 | $21.6 萬 | <0.1% | 歷史 |
| EXCExelon Corp | Stock | 5,740 | $21.6 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,434 | $21.3 萬 | <0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,213 | $21.1 萬 | <0.1% | – |
| DBXDropbox, Inc. | CL A | 8,621 | $20.9 萬 | <0.1% | 歷史 |
| IMNMImmunome Inc. | COM | 8,477 | $20.9 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 5,523 | $20.8 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 1,943 | $20.6 萬 | <0.1% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 2,419 | $20.5 萬 | <0.1% | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 5,395 | $20.2 萬 | <0.1% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 3,890 | $20.1 萬 | <0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,077 | $20.1 萬 | <0.1% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,208 | $20.1 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,424 | $20.0 萬 | <0.1% | – |
| LWLamb Weston Holdings, Inc. | Stock | 1,878 | $20.0 萬 | <0.1% | 歷史 |
| RUNSunrun Inc. | COM | 11,145 | $14.7 萬 | <0.1% | 歷史 |
| PLUGPlug Power Inc | Stock | 37,847 | $13.0 萬 | <0.1% | 歷史 |
| EVGOEVgo Inc. | CL A COM | 34,617 | $8.69 萬 | <0.1% | 歷史 |
| RIGLRigel Pharmaceuticals Inc | COM NEW | 19,000 | $2.81 萬 | <0.1% | 歷史 |
| ZHZhihu Inc. | ADS | 10,000 | $6,839 | <0.1% | 歷史 |