Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 1,025
- 較 2025 年第 2 季 +100
- 總值
- $41.7 億
- 較 2025 年第 2 季 +$4.79 億 (+13.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 3,948,787 | $8.67 億 | 20.8% | +86,045+2.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 710,647 | $3.68 億 | 8.8% | −18,046−2.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 533,728 | $1.36 億 | 3.3% | +3,258+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 294,473 | $9,664 萬 | 2.3% | +16,008+5.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 472,894 | $8,823 萬 | 2.1% | +32,599+7.4% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,928,340 | $7,438 萬 | 1.8% | +26,715+1.4% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,399,150 | $6,552 萬 | 1.6% | +180,142+8.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 176,984 | $6,468 萬 | 1.6% | −814−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 1,964,252 | $6,441 萬 | 1.5% | +80,341+4.3% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 791,258 | $5,692 萬 | 1.4% | +146,288+22.7% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,373,422 | $4,992 萬 | 1.2% | +112,441+8.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 109,017 | $4,848 萬 | 1.2% | +22,620+26.2% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 977,428 | $4,473 萬 | 1.1% | +16,155+1.7% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 299,674 | $4,130 萬 | 1.0% | +10,275+3.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 169,207 | $4,121 萬 | 1.0% | +51,521+43.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 57,743 | $3,847 萬 | 0.9% | −60−0.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 82,073 | $3,844 萬 | 0.9% | −1,507−1.8% | 減碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,445,901 | $3,670 萬 | 0.9% | +171,753+5.2% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 150,121 | $3,594 萬 | 0.9% | −4,788−3.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 1,025,394 | $3,288 萬 | 0.8% | +60,091+6.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 46,836 | $3,135 萬 | 0.8% | +842+1.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 82,343 | $3,120 萬 | 0.7% | −1,010−1.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 39,940 | $2,933 萬 | 0.7% | +853+2.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 115,949 | $2,819 萬 | 0.7% | +3,664+3.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 94,185 | $2,649 萬 | 0.6% | +15,567+19.8% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 162,178 | $2,362 萬 | 0.6% | +7,108+4.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 46,521 | $2,339 萬 | 0.6% | +880+1.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 37,785 | $2,314 萬 | 0.6% | −178−0.5% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 239,340 | $2,235 萬 | 0.5% | −8,724−3.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 23,670 | $2,191 萬 | 0.5% | −639−2.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,448 | $2,188 萬 | 0.5% | +230+0.6% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 674,460 | $2,116 萬 | 0.5% | +53,387+8.6% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 28 | $2,112 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 85,438 | $2,067 萬 | 0.5% | −319−0.4% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 202,465 | $2,039 萬 | 0.5% | +146,656+262.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 63,816 | $2,013 萬 | 0.5% | +12,246+23.7% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 606,590 | $1,913 萬 | 0.5% | +43,691+7.8% | 加碼 | – |
| SOFISoFi Technologies, Inc. | Stock | 696,732 | $1,841 萬 | 0.4% | −19,967−2.8% | 減碼 | 歷史 |
| LIILennox International Inc | COM | 32,532 | $1,722 萬 | 0.4% | +35+0.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 71,893 | $1,622 萬 | 0.4% | +15,396+27.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 252,891 | $1,515 萬 | 0.4% | +7,128+2.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 133,148 | $1,501 萬 | 0.4% | +1,866+1.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 44,993 | $1,484 萬 | 0.4% | +1,815+4.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 558,023 | $1,422 萬 | 0.3% | +15,246+2.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 34,686 | $1,405 萬 | 0.3% | +6,474+22.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 162,923 | $1,378 萬 | 0.3% | +780+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 125,872 | $1,297 萬 | 0.3% | +32,358+34.6% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 105,693 | $1,283 萬 | 0.3% | +5,517+5.5% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 279,983 | $1,281 萬 | 0.3% | +727+0.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,377 | $1,243 萬 | 0.3% | +108+0.3% | 加碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 71,706 | $1,240 萬 | 0.3% | +66+0.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 79,474 | $1,116 萬 | 0.3% | +11,201+16.4% | 加碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 48,074 | $1,106 萬 | 0.3% | −23,896−33.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 108,360 | $1,046 萬 | 0.3% | +135+0.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,446 | $932.6 萬 | 0.2% | +1,222+6.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 11,909 | $908.7 萬 | 0.2% | +1,021+9.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 26,167 | $903.6 萬 | 0.2% | +5,236+25.0% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 126,586 | $903.4 萬 | 0.2% | +32,004+33.8% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 116,681 | $895.2 萬 | 0.2% | −1,341−1.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 47,925 | $888.6 萬 | 0.2% | −9,826−17.0% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 120,231 | $883.2 萬 | 0.2% | +5,078+4.4% | 加碼 | – |
| PCARPaccar Inc | COM | 88,793 | $873.0 萬 | 0.2% | +816+0.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 33,721 | $847.4 萬 | 0.2% | +1,014+3.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 28,901 | $815.6 萬 | 0.2% | +116+0.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 51,480 | $791.0 萬 | 0.2% | +9,280+22.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 235,094 | $788.7 萬 | 0.2% | +48,344+25.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,733 | $776.1 萬 | 0.2% | −143−0.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 182,094 | $773.4 萬 | 0.2% | −13,014−6.7% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 57,419 | $769.1 萬 | 0.2% | −1,245−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 41,075 | $766.0 萬 | 0.2% | +482+1.2% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 78,133 | $765.5 萬 | 0.2% | +1,371+1.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 297,252 | $764.2 萬 | 0.2% | +71,738+31.8% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 31,684 | $750.9 萬 | 0.2% | −525−1.6% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 104,791 | $730.7 萬 | 0.2% | +37,019+54.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 25,229 | $711.9 萬 | 0.2% | +187+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,129 | $708.8 萬 | 0.2% | −3,093−11.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 43,088 | $697.1 萬 | 0.2% | +1,927+4.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 34,090 | $694.0 萬 | 0.2% | +280+0.8% | 加碼 | – |
| NFLXNetflix Inc | Stock | 5,675 | $680.4 萬 | 0.2% | +152+2.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 129,189 | $666.5 萬 | 0.2% | +14,697+12.8% | 加碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 46,647 | $661.3 萬 | 0.2% | +41,232+761.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,557 | $661.2 萬 | 0.2% | +537+1.9% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 25,346 | $660.1 萬 | 0.2% | +26+0.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,045 | $652.4 萬 | 0.2% | +523+1.0% | 加碼 | – |
| SYYSysco Corp | Stock | 78,160 | $643.6 萬 | 0.2% | −12,178−13.5% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 23,144 | $629.5 萬 | 0.2% | +5,835+33.7% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 20,888 | $628.4 萬 | 0.2% | +3,644+21.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 117,208 | $625.9 萬 | 0.2% | +195+0.2% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 411,329 | $624.8 萬 | 0.1% | +1460.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,809 | $612.8 萬 | 0.1% | −20.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 72,969 | $612.4 萬 | 0.1% | +20,086+38.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 5,538 | $597.3 萬 | 0.1% | −367−6.2% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 40,520 | $590.4 萬 | 0.1% | +3,611+9.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 220,868 | $581.8 萬 | 0.1% | +720+0.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 88,791 | $579.5 萬 | 0.1% | −2,008−2.2% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 69,028 | $578.6 萬 | 0.1% | −166−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 82,687 | $565.7 萬 | 0.1% | +8,786+11.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 80,430 | $543.0 萬 | 0.1% | −243−0.3% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 29,738 | $542.5 萬 | 0.1% | +8,311+38.8% | 加碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 332,570 | $542.1 萬 | 0.1% | +450.0% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（39 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FMCFMC Corp | COM NEW | 14,842 | $62.0 萬 | <0.1% | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 7,257 | $60.8 萬 | <0.1% | – |
| TTMITTM Technologies Inc | COM | 13,307 | $54.3 萬 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 9,465 | $48.0 萬 | <0.1% | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 4,737 | $44.9 萬 | <0.1% | – |
| QDELQuidelOrtho Corp | COM | 13,337 | $38.4 萬 | <0.1% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 3,542 | $38.2 萬 | <0.1% | 歷史 |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 12,369 | $38.0 萬 | <0.1% | 歷史 |
| BRKRBruker Corp | COM | 9,119 | $37.6 萬 | <0.1% | 歷史 |
| AMCRAmcor plc | ORD | 40,623 | $37.3 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 7,084 | $37.0 萬 | <0.1% | – |
| SBACSba Communications Corp | CL A | 1,478 | $34.7 萬 | <0.1% | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,820 | $31.7 萬 | <0.1% | – |
| PENPenumbra Inc | COM | 1,177 | $30.2 萬 | <0.1% | 歷史 |
| ESRTEmpire State Realty Trust, Inc. | CL A | 36,691 | $29.7 萬 | <0.1% | 歷史 |
| EEFTEuronet Worldwide, Inc. | COM | 2,894 | $29.3 萬 | <0.1% | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,137 | $28.6 萬 | <0.1% | – |
| GRALGRAIL, Inc. | COM | 5,507 | $28.3 萬 | <0.1% | 歷史 |
| SSentinelOne, Inc. | CL A | 15,389 | $28.1 萬 | <0.1% | 歷史 |
| Global X FDS37954Y350 | X EMERGING MKT | 11,893 | $27.7 萬 | <0.1% | – |
| FETHFidelity Ethereum Fund | SHS | 10,960 | $27.6 萬 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 10,401 | $27.5 萬 | <0.1% | 歷史 |
| GOGOGogo Inc. | COM | 17,133 | $25.2 萬 | <0.1% | 歷史 |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 7,625 | $25.1 萬 | <0.1% | – |
| ALSNAllison Transmission Holdings Inc | Stock | 2,432 | $23.1 萬 | <0.1% | 歷史 |
| TWTradeweb Markets Inc. | Stock | 1,571 | $23.0 萬 | <0.1% | 歷史 |
| CPTCamden Property Trust | REIT | 2,009 | $22.6 萬 | <0.1% | 歷史 |
| PTCTPTC Therapeutics, Inc. | COM | 4,628 | $22.6 萬 | <0.1% | 歷史 |
| CHEChemed Corp | COM | 461 | $22.4 萬 | <0.1% | 歷史 |
| RACEFerrari N.V. | COM | 436 | $21.4 萬 | <0.1% | 歷史 |
| STRAStrategic Education, Inc. | COM | 2,474 | $21.1 萬 | <0.1% | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 4,703 | $20.3 萬 | <0.1% | – |
| VACMarriott Vacations Worldwide Corp | COM | 2,809 | $20.3 萬 | <0.1% | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 1,142 | $20.2 萬 | <0.1% | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 11,342 | $12.8 萬 | <0.1% | 歷史 |
| VSTSVestis Corp | COM SHS | 15,506 | $8.88 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 27,392 | $5.78 萬 | <0.1% | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 10,559 | $4.76 萬 | <0.1% | 歷史 |
| LONALeonaBio, Inc. | COM | 32,200 | $9,725 | <0.1% | 歷史 |