Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/27 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 55
- 較 2025 年第 3 季 −970
- 總值
- $27.1 億
- 較 2025 年第 3 季 −$14.6 億 (−35.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,003,861 | $9.24 億 | 34.1% | +55,074+1.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 737,853 | $3.57 億 | 13.2% | +27,206+3.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 565,008 | $1.54 億 | 5.7% | +31,280+5.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 543,929 | $1.01 億 | 3.7% | +71,035+15.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 295,388 | $9,903 萬 | 3.7% | +915+0.3% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,887,933 | $7,474 萬 | 2.8% | −40,407−2.1% | 減碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 2,019,943 | $6,961 萬 | 2.6% | +55,691+2.8% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,611,200 | $6,899 萬 | 2.5% | +212,050+8.8% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 870,286 | $6,408 萬 | 2.4% | +79,028+10.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 166,068 | $6,202 萬 | 2.3% | −10,916−6.2% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,481,005 | $5,644 萬 | 2.1% | +107,583+7.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 174,798 | $5,485 萬 | 2.0% | +5,591+3.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 995,153 | $4,657 萬 | 1.7% | +17,725+1.8% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 315,207 | $4,446 萬 | 1.6% | +15,533+5.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 130,936 | $4,098 萬 | 1.5% | +14,987+12.9% | 加碼 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,578,397 | $3,722 萬 | 1.4% | +132,496+3.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 1,073,486 | $3,551 萬 | 1.3% | +48,092+4.7% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 144,333 | $2,931 萬 | 1.1% | −5,788−3.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 156,612 | $2,329 萬 | 0.9% | −5,566−3.4% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 240,119 | $2,306 萬 | 0.9% | +779+0.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 270,064 | $2,274 萬 | 0.8% | +107,141+65.8% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 668,678 | $2,189 萬 | 0.8% | −5,782−0.9% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 651,493 | $2,122 萬 | 0.8% | +44,903+7.4% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 124,418 | $1,689 萬 | 0.6% | +18,725+17.7% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 168,104 | $1,687 萬 | 0.6% | −34,361−17.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 139,052 | $1,673 萬 | 0.6% | +5,904+4.4% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 631,559 | $1,653 萬 | 0.6% | −65,173−9.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 145,421 | $1,620 萬 | 0.6% | +19,549+15.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 246,948 | $1,543 萬 | 0.6% | −5,943−2.4% | 減碼 | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 279,630 | $1,259 萬 | 0.5% | −353−0.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 435,487 | $1,084 萬 | 0.4% | −122,536−22.0% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 108,050 | $1,040 萬 | 0.4% | −310−0.3% | 減碼 | – |
| FIGFigma, Inc. | Stock | 271,050 | $1,013 萬 | 0.4% | +271,050 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 129,852 | $979.6 萬 | 0.4% | +9,621+8.0% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 126,743 | $932.3 萬 | 0.3% | +157+0.1% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 117,885 | $914.0 萬 | 0.3% | +1,204+1.0% | 加碼 | – |
| INTCIntel Corp | Stock | 237,384 | $875.9 萬 | 0.3% | +2,290+1.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 200,901 | $872.5 萬 | 0.3% | +18,807+10.3% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 304,302 | $798.2 萬 | 0.3% | +7,050+2.4% | 加碼 | – |
| BACBank of America Corp | Stock | 133,382 | $733.6 萬 | 0.3% | +4,193+3.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 127,528 | $730.0 萬 | 0.3% | +120,087+1,613.9% | 加碼 | – |
| COMPCompass, Inc. | CL A | 628,046 | $663.8 萬 | 0.2% | +449+0.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 112,030 | $612.9 萬 | 0.2% | −5,178−4.4% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 222,605 | $599.0 萬 | 0.2% | +1,737+0.8% | 加碼 | – |
| BMYBristol Myers Squibb Co | Stock | 110,540 | $596.3 萬 | 0.2% | +76,067+220.7% | 加碼 | 歷史 |
| HAPNHappen, Inc. | COM NEW | 311,340 | $589.7 萬 | 0.2% | −99,989−24.3% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 139,542 | $574.2 萬 | 0.2% | +90,368+183.8% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 339,516 | $545.6 萬 | 0.2% | +160,326+89.5% | 加碼 | 歷史 |
| FSBCFive Star Bancorp | COM | 142,107 | $508.5 萬 | 0.2% | +570.0% | 加碼 | 歷史 |
| RELYRemitly Global, Inc. | COM | 337,522 | $465.8 萬 | 0.2% | +4,952+1.5% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 184,269 | $443.0 萬 | 0.2% | +18,378+11.1% | 加碼 | – |
| WRDWeRide Inc. | ADR | 444,723 | $386.0 萬 | 0.1% | −1000.0% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 106,716 | $319.0 萬 | 0.1% | −24,531−18.7% | 減碼 | 歷史 |
| Tidal Trust III45259A803 | ROCK US SMAL ETF | 120,663 | $304.7 萬 | 0.1% | 00.0% | 不變 | – |
| LYFTLyft, Inc. | CL A COM | 116,558 | $225.8 萬 | 0.1% | +13,433+13.0% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（971 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 971 檔。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 109,017 | $4,848 萬 | 1.2% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 57,743 | $3,847 萬 | 0.9% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 82,073 | $3,844 萬 | 0.9% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 46,836 | $3,135 萬 | 0.8% | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 82,343 | $3,120 萬 | 0.7% | – |
| METAMeta Platforms, Inc. | Stock | 39,940 | $2,933 萬 | 0.7% | 歷史 |
| ORCLOracle Corp | Stock | 94,185 | $2,649 萬 | 0.6% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 46,521 | $2,339 萬 | 0.6% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 37,785 | $2,314 萬 | 0.6% | – |
| COSTCostco Wholesale Corp | Stock | 23,670 | $2,191 萬 | 0.5% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,448 | $2,188 萬 | 0.5% | – |
| BRK.ABerkshire Hathaway Inc | CL A | 28 | $2,112 萬 | 0.5% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 85,438 | $2,067 萬 | 0.5% | – |
| JPMJPMorgan Chase & Co | Stock | 63,816 | $2,013 萬 | 0.5% | 歷史 |
| LIILennox International Inc | COM | 32,532 | $1,722 萬 | 0.4% | 歷史 |
| SNOWSnowflake Inc. | Stock | 71,893 | $1,622 萬 | 0.4% | 歷史 |
| AVGOBroadcom Inc. | Stock | 44,993 | $1,484 萬 | 0.4% | 歷史 |
| HDHome Depot, Inc. | Stock | 34,686 | $1,405 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 40,377 | $1,243 萬 | 0.3% | – |
| DLRDigital Realty Trust, Inc. | COM | 71,706 | $1,240 萬 | 0.3% | 歷史 |
| PEPPepsiCo Inc | Stock | 79,474 | $1,116 萬 | 0.3% | 歷史 |
| RDDTReddit, Inc. | Stock | 48,074 | $1,106 萬 | 0.3% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,446 | $932.6 萬 | 0.2% | – |
| LLYEli Lilly & Co | Stock | 11,909 | $908.7 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 26,167 | $903.6 萬 | 0.2% | 歷史 |
| JNJJohnson & Johnson | Stock | 47,925 | $888.6 萬 | 0.2% | 歷史 |
| PCARPaccar Inc | COM | 88,793 | $873.0 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 33,721 | $847.4 萬 | 0.2% | 歷史 |
| AMGNAmgen Inc | Stock | 28,901 | $815.6 萬 | 0.2% | 歷史 |
| PGProcter & Gamble Co | Stock | 51,480 | $791.0 萬 | 0.2% | 歷史 |
| VVisa Inc. | Stock | 22,733 | $776.1 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 57,419 | $769.1 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 41,075 | $766.0 萬 | 0.2% | – |
| UBERUber Technologies, Inc | Stock | 78,133 | $765.5 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 31,684 | $750.9 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 104,791 | $730.7 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 25,229 | $711.9 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,129 | $708.8 萬 | 0.2% | – |
| AMDAdvanced Micro Devices Inc | Stock | 43,088 | $697.1 萬 | 0.2% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 34,090 | $694.0 萬 | 0.2% | – |
| NFLXNetflix Inc | Stock | 5,675 | $680.4 萬 | 0.2% | 歷史 |
| DELLDell Technologies Inc. | Stock | 46,647 | $661.3 萬 | 0.2% | 歷史 |
| ABBVAbbVie Inc. | Stock | 28,557 | $661.2 萬 | 0.2% | 歷史 |
| MARMarriott International Inc | Stock | 25,346 | $660.1 萬 | 0.2% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,045 | $652.4 萬 | 0.2% | – |
| SYYSysco Corp | Stock | 78,160 | $643.6 萬 | 0.2% | 歷史 |
| DASHDoorDash, Inc. | Stock | 23,144 | $629.5 萬 | 0.2% | 歷史 |
| GEGeneral Electric Co | Stock | 20,888 | $628.4 萬 | 0.2% | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 53,809 | $612.8 萬 | 0.1% | – |
| MRKMerck & Co., Inc. | Stock | 72,969 | $612.4 萬 | 0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 5,538 | $597.3 萬 | 0.1% | 歷史 |
| ANETArista Networks, Inc. | Stock | 40,520 | $590.4 萬 | 0.1% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 88,791 | $579.5 萬 | 0.1% | – |
| WFCWells Fargo & Company | Stock | 69,028 | $578.6 萬 | 0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 82,687 | $565.7 萬 | 0.1% | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 80,430 | $543.0 萬 | 0.1% | – |
| PLTRPalantir Technologies Inc. | Stock | 29,738 | $542.5 萬 | 0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 15,094 | $532.4 萬 | 0.1% | 歷史 |
| CVXChevron Corp | Stock | 34,026 | $528.4 萬 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 37,645 | $521.5 萬 | 0.1% | 歷史 |
| BABoeing Co | Stock | 24,088 | $519.9 萬 | 0.1% | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 23,248 | $516.5 萬 | 0.1% | – |
| PMPhilip Morris International Inc. | Stock | 31,647 | $513.3 萬 | 0.1% | 歷史 |
| MAMastercard Inc | Stock | 8,968 | $510.1 萬 | 0.1% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,363 | $504.1 萬 | 0.1% | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 10,632 | $493.1 萬 | 0.1% | 歷史 |
| ACNAccenture plc | Stock | 19,436 | $479.3 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 28,745 | $478.2 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 22,426 | $476.7 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 23,218 | $466.5 萬 | 0.1% | 歷史 |
| RSGRepublic Services, Inc. | COM | 20,034 | $459.7 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 82,251 | $445.6 萬 | 0.1% | – |
| GMGeneral Motors Co | COM | 72,622 | $442.8 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 21,169 | $441.8 萬 | 0.1% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 50,530 | $441.2 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,381 | $428.0 萬 | 0.1% | – |
| AXPAmerican Express Co | Stock | 12,651 | $420.2 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,816 | $420.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 23,585 | $411.8 萬 | 0.1% | – |
| CATCaterpillar Inc | Stock | 8,475 | $404.4 萬 | 0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 33,941 | $403.3 萬 | 0.1% | – |
| HONHoneywell International Inc | COM | 19,085 | $401.7 萬 | 0.1% | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,225 | $382.8 萬 | 0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,776 | $381.3 萬 | 0.1% | 歷史 |
| IOTSamsara Inc. | Stock | 97,654 | $363.8 萬 | 0.1% | 歷史 |
| TTTrane Technologies plc | SHS | 8,481 | $357.9 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 11,867 | $348.7 萬 | 0.1% | – |
| EXPEExpedia Group, Inc. | Stock | 16,311 | $348.6 萬 | 0.1% | 歷史 |
| CCitigroup Inc | Stock | 33,911 | $344.2 萬 | 0.1% | 歷史 |
| DISWalt Disney Co | Stock | 29,971 | $343.2 萬 | 0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 35,717 | $341.0 萬 | 0.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 11,148 | $338.8 萬 | 0.1% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,129 | $338.7 萬 | 0.1% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 14,342 | $338.6 萬 | 0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,475 | $335.3 萬 | 0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,925 | $328.7 萬 | 0.1% | – |
| RTXRTX Corp | Stock | 19,339 | $323.6 萬 | 0.1% | 歷史 |
| INCYIncyte Corp | COM | 37,963 | $322.0 萬 | 0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 34,933 | $319.4 萬 | 0.1% | – |
| GSGoldman Sachs Group Inc | Stock | 3,972 | $316.3 萬 | 0.1% | 歷史 |