Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/31 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 925
- 較 2025 年第 1 季 +225
- 總值
- $36.9 億
- 較 2025 年第 1 季 +$5.77 億 (+18.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,862,742 | $8.47 億 | 23.0% | −61,431−1.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 728,693 | $3.62 億 | 9.8% | −59,929−7.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 530,470 | $1.09 億 | 2.9% | +15,885+3.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 278,465 | $8,463 萬 | 2.3% | −4,060−1.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 440,295 | $6,956 萬 | 1.9% | +55,394+14.4% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,901,625 | $6,815 萬 | 1.8% | +86,806+4.8% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 177,798 | $6,037 萬 | 1.6% | −629−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,219,008 | $5,954 萬 | 1.6% | +109,482+5.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,883,911 | $5,857 萬 | 1.6% | +61,237+3.4% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,260,981 | $4,359 萬 | 1.2% | +69,711+5.9% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 644,970 | $4,312 萬 | 1.2% | +106,296+19.7% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 961,273 | $4,072 萬 | 1.1% | +21,052+2.2% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 289,399 | $3,719 萬 | 1.0% | +13,912+5.0% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 154,909 | $3,691 萬 | 1.0% | −6,207−3.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 57,803 | $3,571 萬 | 1.0% | +2,941+5.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 83,580 | $3,549 萬 | 1.0% | −1,077−1.3% | 減碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,274,148 | $3,425 萬 | 0.9% | +36,382+1.1% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 83,353 | $2,926 萬 | 0.8% | +1,218+1.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 39,087 | $2,885 萬 | 0.8% | −209−0.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 965,303 | $2,865 萬 | 0.8% | +47,940+5.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 45,994 | $2,856 萬 | 0.8% | +3,977+9.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 86,397 | $2,744 萬 | 0.7% | +1,347+1.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 24,309 | $2,406 萬 | 0.7% | +1,930+8.6% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 248,064 | $2,217 萬 | 0.6% | +13,274+5.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 45,641 | $2,217 萬 | 0.6% | +3,662+8.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 37,963 | $2,156 萬 | 0.6% | +1,783+4.9% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 155,070 | $2,094 萬 | 0.6% | +4,585+3.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 117,686 | $2,088 萬 | 0.6% | −6,354−5.1% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 28 | $2,041 萬 | 0.6% | −3−9.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,218 | $1,998 萬 | 0.5% | −3,274−8.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 112,285 | $1,979 萬 | 0.5% | −6,277−5.3% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 32,497 | $1,863 萬 | 0.5% | +59+0.2% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 85,757 | $1,851 萬 | 0.5% | −91−0.1% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 621,073 | $1,824 萬 | 0.5% | +30,084+5.1% | 加碼 | – |
| ORCLOracle Corp | Stock | 78,618 | $1,719 萬 | 0.5% | +649+0.8% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 562,899 | $1,630 萬 | 0.4% | +51,771+10.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 51,570 | $1,495 萬 | 0.4% | +650+1.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 162,143 | $1,486 萬 | 0.4% | −7,635−4.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 131,282 | $1,415 萬 | 0.4% | −5,008−3.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 245,763 | $1,401 萬 | 0.4% | −290.0% | 減碼 | – |
| ABNBAirbnb, Inc. | Stock | 100,176 | $1,326 萬 | 0.4% | +46,696+87.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 542,777 | $1,316 萬 | 0.4% | −118,942−18.0% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 716,699 | $1,305 萬 | 0.4% | −1,777−0.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 56,497 | $1,264 萬 | 0.3% | +8,290+17.2% | 加碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 71,640 | $1,249 萬 | 0.3% | +255+0.4% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 279,256 | $1,233 萬 | 0.3% | +8,965+3.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 43,178 | $1,190 萬 | 0.3% | +5,466+14.5% | 加碼 | 歷史 |
| IOTSamsara Inc. | Stock | 291,002 | $1,158 萬 | 0.3% | −12,428−4.1% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,269 | $1,149 萬 | 0.3% | +111+0.3% | 加碼 | – |
| RDDTReddit, Inc. | Stock | 71,970 | $1,084 萬 | 0.3% | +29,424+69.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 28,212 | $1,034 萬 | 0.3% | +1,829+6.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 108,225 | $995.3 萬 | 0.3% | +2,254+2.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 93,514 | $914.4 萬 | 0.2% | −538−0.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 68,273 | $901.5 萬 | 0.2% | +10,955+19.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 57,751 | $882.2 萬 | 0.2% | +3,807+7.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 32,209 | $878.3 萬 | 0.2% | +4,509+16.3% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 118,022 | $857.8 萬 | 0.2% | +84+0.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 10,888 | $848.8 萬 | 0.2% | +467+4.5% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 87,977 | $836.3 萬 | 0.2% | +111+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,876 | $812.2 萬 | 0.2% | +1,758+8.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 28,785 | $803.7 萬 | 0.2% | −215−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,224 | $798.9 萬 | 0.2% | +1,816+11.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 58,664 | $797.9 萬 | 0.2% | +1,624+2.8% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 115,153 | $795.6 萬 | 0.2% | +5,857+5.4% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 195,108 | $765.8 萬 | 0.2% | +56,551+40.8% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,222 | $761.7 萬 | 0.2% | +1,513+5.9% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,523 | $739.5 萬 | 0.2% | +538+10.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 25,042 | $738.2 萬 | 0.2% | −135−0.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 32,707 | $725.7 萬 | 0.2% | +268+0.8% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 40,593 | $717.4 萬 | 0.2% | −2,321−5.4% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 76,762 | $716.2 萬 | 0.2% | +840+1.1% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 25,320 | $691.8 萬 | 0.2% | +14,951+144.2% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 90,338 | $684.2 萬 | 0.2% | +3,760+4.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 42,200 | $672.3 萬 | 0.2% | −1,136−2.6% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 33,810 | $656.7 萬 | 0.2% | +1,828+5.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 20,931 | $653.0 萬 | 0.2% | −8,360−28.5% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 94,582 | $635.8 萬 | 0.2% | +60,367+176.4% | 加碼 | – |
| RELYRemitly Global, Inc. | COM | 332,525 | $624.2 萬 | 0.2% | +1050.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,811 | $602.7 萬 | 0.2% | −640−1.2% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 53,522 | $589.3 萬 | 0.2% | +5,765+12.1% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 32,224 | $586.9 萬 | 0.2% | +9,110+39.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 41,161 | $584.1 萬 | 0.2% | +23+0.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 117,013 | $564.5 萬 | 0.2% | +453+0.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 90,799 | $563.1 萬 | 0.2% | +7,555+9.1% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 55,809 | $561.9 萬 | 0.2% | −65,718−54.1% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 69,194 | $554.4 萬 | 0.2% | +2,570+3.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 114,492 | $541.8 萬 | 0.1% | +6,585+6.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 220,148 | $538.0 萬 | 0.1% | +1,027+0.5% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 225,514 | $537.4 萬 | 0.1% | +2,852+1.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,095 | $534.1 萬 | 0.1% | +5,870+29.0% | 加碼 | – |
| KLACKLA Corp | COM NEW | 5,905 | $529.0 萬 | 0.1% | −165−2.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 17,588 | $525.7 萬 | 0.1% | −672−3.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,020 | $520.1 萬 | 0.1% | +670+2.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 73,901 | $512.7 萬 | 0.1% | −1,318−1.8% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 80,673 | $509.4 萬 | 0.1% | −963−1.2% | 減碼 | – |
| HAPNHappen, Inc. | COM NEW | 411,183 | $494.7 萬 | 0.1% | +1130.0% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 19,980 | $492.7 萬 | 0.1% | +497+2.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 67,772 | $481.5 萬 | 0.1% | −3,694−5.2% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 10,569 | $465.7 萬 | 0.1% | −1,285−10.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 21,639 | $453.4 萬 | 0.1% | +1,018+4.9% | 加碼 | 歷史 |
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。
2025 年第 1 季之後清倉（20 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FCNFti Consulting, Inc | COM | 5,411 | $88.8 萬 | <0.1% | 歷史 |
| DFSDiscover Financial Services | COM | 4,541 | $77.5 萬 | <0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 38,497 | $75.0 萬 | <0.1% | – |
| GENGen Digital Inc. | Stock | 26,317 | $69.8 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 25,059 | $59.8 萬 | <0.1% | – |
| HHHHoward Hughes Holdings Inc. | COM | 6,648 | $49.2 萬 | <0.1% | 歷史 |
| JWNNordstrom Inc | Stock | 18,581 | $45.4 萬 | <0.1% | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 8,312 | $37.3 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 5,480 | $28.0 萬 | <0.1% | – |
| MKCMcCormick & Co Inc | Stock | 2,959 | $24.4 萬 | <0.1% | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,059 | $24.3 萬 | <0.1% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,769 | $22.6 萬 | <0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,642 | $21.6 萬 | <0.1% | – |
| SGSweetgreen, Inc. | COM CL A | 8,307 | $20.8 萬 | <0.1% | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 2,575 | $20.8 萬 | <0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 5,899 | $20.2 萬 | <0.1% | 歷史 |
| CNTMConnectM Technology Solutions, Inc. | COM | 220,249 | $12.0 萬 | <0.1% | 歷史 |
| XPROExpro Ltd | COM | 10,318 | $10.3 萬 | <0.1% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 11,266 | $5.57 萬 | <0.1% | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 10,326 | $2,077 | <0.1% | 歷史 |