Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/17 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 700
- 較 2024 年第 4 季 +17
- 總值
- $31.2 億
- 較 2024 年第 4 季 −$3.46 億 (−10.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,924,173 | $7.47 億 | 24.0% | −111,918−2.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 788,622 | $2.96 億 | 9.5% | −252,185−24.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 514,585 | $1.14 億 | 3.7% | −22,729−4.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 282,525 | $7,765 萬 | 2.5% | −32,639−10.4% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,814,819 | $5,987 萬 | 1.9% | +65,149+3.7% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,109,526 | $5,540 萬 | 1.8% | +112,526+5.6% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 178,427 | $5,473 萬 | 1.8% | −4,114−2.3% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,822,674 | $5,062 萬 | 1.6% | +126,525+7.5% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 161,116 | $4,297 萬 | 1.4% | −42,698−20.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 384,901 | $4,172 萬 | 1.3% | +60,000+18.5% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,191,270 | $3,720 萬 | 1.2% | +118,074+11.0% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 940,221 | $3,614 萬 | 1.2% | −49,033−5.0% | 減碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 538,674 | $3,304 萬 | 1.1% | +188,847+54.0% | 加碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,237,766 | $3,283 萬 | 1.1% | +62,086+2.0% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 275,487 | $3,194 萬 | 1.0% | +20,122+7.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 54,862 | $3,069 萬 | 1.0% | −3,619−6.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 84,657 | $3,057 萬 | 1.0% | −855−1.0% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 82,135 | $2,609 萬 | 0.8% | −3,308−3.9% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 31 | $2,475 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 917,363 | $2,427 萬 | 0.8% | +74,309+8.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 42,017 | $2,361 萬 | 0.8% | +2,332+5.9% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 39,296 | $2,265 萬 | 0.7% | +4,745+13.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 41,979 | $2,236 萬 | 0.7% | +2,628+6.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 85,050 | $2,204 萬 | 0.7% | −2,879−3.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 22,379 | $2,117 萬 | 0.7% | +2,554+12.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 124,040 | $1,938 萬 | 0.6% | +3,787+3.1% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 234,790 | $1,919 萬 | 0.6% | −1,670−0.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 36,180 | $1,859 萬 | 0.6% | +1,656+4.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 39,492 | $1,852 萬 | 0.6% | +1,144+3.0% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 150,485 | $1,836 萬 | 0.6% | −1,812−1.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 118,562 | $1,833 萬 | 0.6% | +8,232+7.5% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 32,438 | $1,819 萬 | 0.6% | +31,987+7,092.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 85,848 | $1,713 萬 | 0.5% | −1,884−2.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 661,719 | $1,677 萬 | 0.5% | −4,599−0.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 169,778 | $1,665 萬 | 0.5% | −6,944−3.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 136,290 | $1,621 萬 | 0.5% | +6,550+5.0% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 590,989 | $1,548 萬 | 0.5% | +22,232+3.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 29,291 | $1,534 萬 | 0.5% | −14,958−33.8% | 減碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 511,128 | $1,323 萬 | 0.4% | +23,775+4.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 245,792 | $1,249 萬 | 0.4% | +2,170+0.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 50,920 | $1,249 萬 | 0.4% | +2,188+4.5% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 121,527 | $1,223 萬 | 0.4% | +73,577+153.4% | 加碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 270,291 | $1,180 萬 | 0.4% | −85,247−24.0% | 減碼 | – |
| IOTSamsara Inc. | Stock | 303,430 | $1,163 萬 | 0.4% | −4,738−1.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 77,969 | $1,090 萬 | 0.3% | −75,611−49.2% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,158 | $1,032 萬 | 0.3% | +121+0.3% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 71,385 | $1,023 萬 | 0.3% | +873+1.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 26,383 | $966.9 萬 | 0.3% | −535−2.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 29,000 | $903.5 萬 | 0.3% | +1,532+5.6% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 105,971 | $901.5 萬 | 0.3% | +1,447+1.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 53,944 | $894.6 萬 | 0.3% | +2,068+4.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 10,421 | $860.7 萬 | 0.3% | +824+8.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 57,318 | $859.4 萬 | 0.3% | −2,074−3.5% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 87,866 | $855.6 萬 | 0.3% | −1,135−1.3% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 718,476 | $835.6 萬 | 0.3% | −812−0.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 94,052 | $825.7 萬 | 0.3% | −4,098−4.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 57,040 | $756.6 萬 | 0.2% | +5,321+10.3% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 32,439 | $756.6 萬 | 0.2% | +474+1.5% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 117,938 | $749.3 萬 | 0.2% | −979−0.8% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 27,700 | $743.4 萬 | 0.2% | +2,032+7.9% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,914 | $741.3 萬 | 0.2% | +296+0.7% | 加碼 | – |
| VVisa Inc. | Stock | 21,118 | $740.1 萬 | 0.2% | +483+2.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 43,336 | $738.5 萬 | 0.2% | +3,268+8.2% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 48,207 | $704.6 萬 | 0.2% | −13,678−22.1% | 減碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 332,420 | $691.4 萬 | 0.2% | −56,536−14.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 109,296 | $678.7 萬 | 0.2% | +105+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,709 | $664.9 萬 | 0.2% | −323−1.2% | 減碼 | – |
| SYYSysco Corp | Stock | 86,578 | $649.7 萬 | 0.2% | +4,723+5.8% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 53,480 | $638.9 萬 | 0.2% | −16,748−23.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 37,712 | $631.4 萬 | 0.2% | +8,029+27.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 25,177 | $626.1 萬 | 0.2% | +4,166+19.8% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,408 | $608.4 萬 | 0.2% | −514−3.0% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 31,982 | $601.8 萬 | 0.2% | −4,681−12.8% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 27,350 | $573.0 萬 | 0.2% | +4,438+19.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 18,260 | $569.8 萬 | 0.2% | −178−1.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 75,922 | $553.2 萬 | 0.2% | +1,462+2.0% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 629,635 | $549.7 萬 | 0.2% | −309,685−33.0% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 54,451 | $544.5 萬 | 0.2% | +466+0.9% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 116,560 | $509.4 萬 | 0.2% | −2,027−1.7% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 11,854 | $497.7 萬 | 0.2% | −200−1.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 138,557 | $496.2 萬 | 0.2% | +24,335+21.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 83,244 | $485.7 萬 | 0.2% | +5,570+7.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 219,121 | $483.8 萬 | 0.2% | +7,791+3.7% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 222,662 | $479.4 萬 | 0.2% | −5,963−2.6% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 66,624 | $478.3 萬 | 0.2% | +391+0.6% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 19,483 | $471.8 萬 | 0.2% | −339−1.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,985 | $464.8 萬 | 0.1% | −405−7.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 75,219 | $464.2 萬 | 0.1% | +1,032+1.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 27,236 | $455.6 萬 | 0.1% | −811−2.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 71,466 | $453.7 萬 | 0.1% | −130,945−64.7% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 107,907 | $450.3 萬 | 0.1% | −965−0.9% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 81,636 | $449.7 萬 | 0.1% | +2,844+3.6% | 加碼 | – |
| RDDTReddit, Inc. | Stock | 42,546 | $446.3 萬 | 0.1% | +3,934+10.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 47,757 | $443.3 萬 | 0.1% | +2,723+6.0% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 411,070 | $424.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 41,138 | $422.6 萬 | 0.1% | −4,818−10.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 22,631 | $421.6 萬 | 0.1% | −608−2.6% | 減碼 | – |
| KLACKLA Corp | COM NEW | 6,070 | $412.6 萬 | 0.1% | −68−1.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 111,716 | $412.2 萬 | 0.1% | −54,549−32.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 18,962 | $401.5 萬 | 0.1% | −85−0.4% | 減碼 | 歷史 |
選擇權（4 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。
2024 年第 4 季之後清倉（49 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 14,330 | $127.6 萬 | <0.1% | – |
| HCPHashiCorp, Inc. | COM CL A | 31,067 | $106.3 萬 | <0.1% | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 4,321 | $99.1 萬 | <0.1% | 歷史 |
| GPNGlobal Payments Inc | Stock | 6,466 | $72.5 萬 | <0.1% | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,916 | $71.6 萬 | <0.1% | – |
| GSKGSK plc | ADR | 15,604 | $52.8 萬 | <0.1% | 歷史 |
| PCORProcore Technologies, Inc. | COM | 6,815 | $51.1 萬 | <0.1% | 歷史 |
| SMARSmartsheet Inc | COM CL A | 8,211 | $46.0 萬 | <0.1% | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 7,557 | $39.3 萬 | <0.1% | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 8,316 | $37.4 萬 | <0.1% | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 7,145 | $34.0 萬 | <0.1% | – |
| iShares Inc464286145 | MSCI FRONTIER | 12,456 | $33.8 萬 | <0.1% | – |
| iShares Tr464287515 | EXPANDED TECH | 3,352 | $33.6 萬 | <0.1% | – |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 19,981 | $30.5 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,152 | $27.7 萬 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 2,981 | $27.3 萬 | <0.1% | – |
| JDJD.com, Inc. | SPON ADS CL A | 7,789 | $27.0 萬 | <0.1% | 歷史 |
| GKOSGLAUKOS Corp | COM | 1,764 | $26.4 萬 | <0.1% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,815 | $26.2 萬 | <0.1% | – |
| FAFirst Advantage Corp | COM | 13,714 | $25.7 萬 | <0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,231 | $25.2 萬 | <0.1% | – |
| iShares Tr46429B614 | MSCI INDIA SM CP | 3,201 | $24.5 萬 | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,913 | $24.1 萬 | <0.1% | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,891 | $24.0 萬 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,747 | $24.0 萬 | <0.1% | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 6,371 | $23.8 萬 | <0.1% | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,494 | $23.7 萬 | <0.1% | – |
| VanEck Semiconductor ETF92189F676 | ETF | 971 | $23.5 萬 | <0.1% | – |
| ATOAtmos Energy Corp | COM | 1,670 | $23.3 萬 | <0.1% | 歷史 |
| GSATGlobalstar, Inc. | COM | 110,000 | $22.8 萬 | <0.1% | 歷史 |
| BMIBadger Meter Inc | COM | 1,068 | $22.7 萬 | <0.1% | 歷史 |
| TTEKTetra Tech Inc | COM | 5,647 | $22.5 萬 | <0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,907 | $22.4 萬 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,001 | $22.1 萬 | <0.1% | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,634 | $22.1 萬 | <0.1% | – |
| EPAMEPAM Systems, Inc. | COM | 931 | $21.8 萬 | <0.1% | 歷史 |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 2,900 | $21.5 萬 | <0.1% | 歷史 |
| RICKRci Hospitality Holdings, Inc. | COM | 3,670 | $21.1 萬 | <0.1% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,465 | $20.9 萬 | <0.1% | 歷史 |
| POWIPower Integrations Inc | COM | 3,387 | $20.9 萬 | <0.1% | 歷史 |
| EFOREverforth Inc | COM | 2,450 | $20.4 萬 | <0.1% | 歷史 |
| PAGPenske Automotive Group, Inc. | COM | 1,330 | $20.3 萬 | <0.1% | 歷史 |
| EMNEastman Chemical Co | Stock | 2,214 | $20.2 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,588 | $20.2 萬 | <0.1% | 歷史 |
| NRDSNerdwallet, Inc. | COM CL A | 13,369 | $17.8 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 10,490 | $13.1 萬 | <0.1% | 歷史 |
| HTTHigh Templar Tech Ltd | SPON ADS | 12,000 | $3.38 萬 | <0.1% | 歷史 |
| YI111, Inc. | ADS | 20,000 | $1.25 萬 | <0.1% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,500 | $6,063 | <0.1% | 歷史 |