Brighton Jones LLC
- SEC CIK
- 0001360798
- 最新申報
- 2026/8/11
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/8/6 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 1,200
- 較 2025 年第 4 季 +1,145
- 總值
- $45.3 億
- 較 2025 年第 4 季 +$18.2 億 (+67.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 4,134,274 | $8.61 億 | 19.0% | +130,413+3.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 843,324 | $3.12 億 | 6.9% | +105,471+14.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 569,999 | $1.45 億 | 3.2% | +4,991+0.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 691,406 | $1.21 億 | 2.7% | +147,477+27.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 290,697 | $9,326 萬 | 2.1% | −4,691−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 2,798,216 | $7,438 萬 | 1.6% | +187,016+7.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 2,078,625 | $7,385 萬 | 1.6% | +58,682+2.9% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 1,021,723 | $7,365 萬 | 1.6% | +151,437+17.4% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,768,296 | $6,872 萬 | 1.5% | −119,637−6.3% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,584,483 | $6,173 萬 | 1.4% | +103,478+7.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 161,066 | $5,743 萬 | 1.3% | −5,002−3.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 181,749 | $5,214 萬 | 1.2% | +6,951+4.0% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 328,705 | $4,547 萬 | 1.0% | +13,498+4.3% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 995,411 | $4,491 萬 | 1.0% | +2580.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 142,176 | $4,088 萬 | 0.9% | +11,240+8.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 60,915 | $3,962 萬 | 0.9% | +60,915 | 新進 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 1,127,131 | $3,894 萬 | 0.9% | +53,645+5.0% | 加碼 | – |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 3,674,039 | $3,795 萬 | 0.8% | +95,642+2.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 99,217 | $3,688 萬 | 0.8% | +99,217 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 81,540 | $3,477 萬 | 0.8% | +81,540 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 50,309 | $3,286 萬 | 0.7% | +50,309 | 新進 | – |
| TMUST-Mobile US, Inc. | Stock | 142,366 | $2,990 萬 | 0.7% | −1,967−1.4% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 76,523 | $2,837 萬 | 0.6% | +76,523 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 47,956 | $2,744 萬 | 0.6% | +47,956 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 160,235 | $2,719 萬 | 0.6% | +21,183+15.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 55,065 | $2,639 萬 | 0.6% | +55,065 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 42,225 | $2,523 萬 | 0.6% | +42,225 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 42,446 | $2,450 萬 | 0.5% | +42,446 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 24,575 | $2,449 萬 | 0.5% | +24,575 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 269,504 | $2,414 萬 | 0.5% | −560−0.2% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 165,930 | $2,363 萬 | 0.5% | +9,318+5.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 237,322 | $2,305 萬 | 0.5% | −2,797−1.2% | 減碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 672,686 | $2,278 萬 | 0.5% | +21,193+3.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 72,334 | $2,239 萬 | 0.5% | +72,334 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 84,594 | $2,098 萬 | 0.5% | +84,594 | 新進 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 608,449 | $2,067 萬 | 0.5% | −60,229−9.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 68,160 | $2,005 萬 | 0.4% | +68,160 | 新進 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 197,253 | $1,986 萬 | 0.4% | +29,149+17.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 152,830 | $1,900 萬 | 0.4% | +7,409+5.1% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 24 | $1,724 萬 | 0.4% | +24 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 257,436 | $1,650 萬 | 0.4% | +10,488+4.2% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 129,120 | $1,631 萬 | 0.4% | +4,702+3.8% | 加碼 | 歷史 |
| LIILennox International Inc | COM | 32,427 | $1,505 萬 | 0.3% | +32,427 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 15,617 | $1,436 萬 | 0.3% | +15,617 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 57,697 | $1,410 萬 | 0.3% | +57,697 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 90,650 | $1,334 萬 | 0.3% | +90,650 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 281,509 | $1,288 萬 | 0.3% | +1,879+0.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 82,602 | $1,283 萬 | 0.3% | +82,602 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 70,644 | $1,273 萬 | 0.3% | +70,644 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 38,073 | $1,252 萬 | 0.3% | +38,073 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 33,477 | $1,178 萬 | 0.3% | +33,477 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 39,293 | $1,174 萬 | 0.3% | +39,293 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 151,312 | $1,167 萬 | 0.3% | +21,460+16.5% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 89,649 | $1,078 萬 | 0.2% | +89,649 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 108,462 | $1,055 萬 | 0.2% | +412+0.4% | 加碼 | – |
| PCARPaccar Inc | COM | 88,990 | $1,028 萬 | 0.2% | +88,990 | 新進 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 636,631 | $1,011 萬 | 0.2% | +5,072+0.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 68,846 | $1,007 萬 | 0.2% | +68,846 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 49,372 | $1,004 萬 | 0.2% | +49,372 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 29,193 | $986.3 萬 | 0.2% | +29,193 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 128,257 | $963.2 萬 | 0.2% | +1,514+1.2% | 加碼 | – |
| SNOWSnowflake Inc. | Stock | 63,458 | $957.1 萬 | 0.2% | +63,458 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 215,116 | $949.3 萬 | 0.2% | −22,268−9.4% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 118,810 | $931.6 萬 | 0.2% | +925+0.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 20,697 | $904.0 萬 | 0.2% | +20,697 | 新進 | – |
| CBChubb Ltd | Stock | 26,541 | $865.1 萬 | 0.2% | +26,541 | 新進 | 歷史 |
| DELLDell Technologies Inc. | Stock | 52,126 | $855.5 萬 | 0.2% | +52,126 | 新進 | 歷史 |
| MARMarriott International Inc | Stock | 26,000 | $850.4 萬 | 0.2% | +26,000 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 139,568 | $846.5 萬 | 0.2% | +29,028+26.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 204,667 | $841.0 萬 | 0.2% | +3,766+1.9% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 34,860 | $823.7 萬 | 0.2% | +34,860 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 5,419 | $798.0 萬 | 0.2% | +5,419 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,237 | $797.8 萬 | 0.2% | +55,237 | 新進 | 歷史 |
| VVisa Inc. | Stock | 26,247 | $793.3 萬 | 0.2% | +26,247 | 新進 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 315,388 | $791.6 萬 | 0.2% | +11,086+3.6% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 35,515 | $758.8 萬 | 0.2% | +35,515 | 新進 | – |
| FIXComfort Systems USA Inc | COM | 5,473 | $754.7 萬 | 0.2% | +5,473 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 26,348 | $747.7 萬 | 0.2% | +26,348 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 38,079 | $747.1 萬 | 0.2% | +38,079 | 新進 | – |
| NFLXNetflix Inc | Stock | 77,455 | $744.7 萬 | 0.2% | +77,455 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 10,428 | $738.8 萬 | 0.2% | +10,428 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 8,292 | $723.8 萬 | 0.2% | +8,292 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 38,129 | $711.8 萬 | 0.2% | +38,129 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 34,229 | $708.2 萬 | 0.2% | +34,229 | 新進 | 歷史 |
| PCGPG&E Corp | Stock | 402,962 | $708.0 萬 | 0.2% | +63,446+18.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 91,098 | $706.8 萬 | 0.2% | +91,098 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 32,484 | $706.5 萬 | 0.2% | +32,484 | 新進 | 歷史 |
| EIXEdison International | Stock | 94,130 | $688.8 萬 | 0.2% | +94,130 | 新進 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 84,253 | $662.7 萬 | 0.1% | +84,253 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 10,904 | $659.0 萬 | 0.1% | +10,904 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,300 | $658.3 萬 | 0.1% | +15,300 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 97,485 | $658.3 萬 | 0.1% | +97,485 | 新進 | – |
| NKENIKE, Inc. | Stock | 119,714 | $632.3 萬 | 0.1% | +119,714 | 新進 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 30,338 | $631.2 萬 | 0.1% | +30,338 | 新進 | – |
| FIGFigma, Inc. | Stock | 298,006 | $630.0 萬 | 0.1% | +26,956+9.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,805 | $626.2 萬 | 0.1% | +21,805 | 新進 | – |
| WDCWestern Digital Corp | COM | 23,015 | $622.5 萬 | 0.1% | +23,015 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 126,892 | $618.6 萬 | 0.1% | −6,490−4.9% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 82,568 | $615.1 萬 | 0.1% | +82,568 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 18,077 | $611.1 萬 | 0.1% | +18,077 | 新進 | 歷史 |