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Brighton Jones LLC

SEC CIK
0001360798
最新申報
2026/8/11

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/11 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
1,422
較 2026 年第 1 季 +222
總值
$53.8 億
較 2026 年第 1 季 +$8.50 億 (+18.8%)
申報日
2026/8/11
SEC
Brighton Jones LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AMZNAmazon Com IncStock4,042,874$9.64 億17.9%−91,400−2.2%減碼歷史
MSFTMicrosoft CorpStock844,803$3.15 億5.9%+1,479+0.2%加碼歷史
AAPLApple Inc.Stock579,657$1.68 億3.1%+9,658+1.7%加碼歷史
NVDANVIDIA CorpStock755,690$1.51 億2.8%+64,284+9.3%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF295,175$1.09 億2.0%+4,478+1.5%加碼–
Dimensional ETF Trust25434V625US COR EQU 1 ETF1,176,212$9,643 萬1.8%+154,489+15.1%加碼–
Dimensional ETF Trust25434V658GLOBAL REAL EST3,030,424$8,779 萬1.6%+232,208+8.3%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,970,881$8,743 萬1.6%+202,585+11.5%加碼–
Dimensional ETF Trust25434V799INTL CORE EQUITY2,222,157$8,280 萬1.5%+143,532+6.9%加碼–
GOOGAlphabet Inc.Stock214,796$7,589 萬1.4%+33,047+18.2%加碼歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK1,660,158$6,848 萬1.3%+75,675+4.8%加碼–
iShares Tr464287622RUS 1000 ETF161,000$6,593 萬1.2%−660.0%減碼–
GOOGLAlphabet Inc.Stock150,994$5,396 萬1.0%+8,818+6.2%加碼歷史
Vanguard Total World Stock ETF922042742ETF340,759$5,348 萬1.0%+12,054+3.7%加碼–
Dimensional ETF Trust25434V104US CORE EQT MKT1,015,273$5,248 萬1.0%+19,862+2.0%加碼–
iShares Tr46436E7180-3 MTH TREASURY517,370$5,208 萬1.0%+320,117+162.3%加碼–
Dimensional ETF Trust25434V732EMERGING MKTS CO1,160,159$4,715 萬0.9%+33,028+2.9%加碼–
SPYSPDR S&P 500 ETF TrustETF61,823$4,617 萬0.9%+908+1.5%加碼歷史
Manager Directed Portfolios56170L695VERT GLB SUST RE3,867,693$4,403 萬0.8%+193,654+5.3%加碼–
TSLATesla, Inc.Stock95,186$4,004 萬0.7%−4,031−4.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF321,419$3,991 萬0.7%−4,741−1.5%減碼依 4 比 1 拆股換算–
iShares Core S&P 500 ETF464287200ETF51,860$3,884 萬0.7%+1,551+3.1%加碼–
BRK.BBerkshire Hathaway IncStock67,518$3,379 萬0.6%+12,453+22.6%加碼歷史
Invesco QQQ Trust Series I46090E103ETF45,301$3,336 萬0.6%+2,855+6.7%加碼–
iShares Tr464287689RUSSELL 3000 ETF76,042$3,242 萬0.6%−481−0.6%減碼–
Vanguard S&P 500 ETF922908363ETF45,789$3,145 萬0.6%+3,564+8.4%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF840,321$3,096 萬0.6%+231,872+38.1%加碼–
MUMicron Technology IncStock25,764$2,974 萬0.6%−3,429−11.7%減碼歷史
METAMeta Platforms, Inc.Stock52,096$2,934 萬0.5%+4,140+8.6%加碼歷史
Dimensional Emerging Core Equity Market ETF25434V302ETF698,559$2,809 萬0.5%+25,873+3.8%加碼–
AMDAdvanced Micro Devices IncStock47,875$2,781 萬0.5%−1,497−3.0%減碼歷史
INTCIntel CorpStock192,202$2,684 萬0.5%−22,914−10.7%減碼歷史
iShares Tr464287150CORE S&P TTL STK162,554$2,670 萬0.5%−3,376−2.0%減碼–
iShares Russell 2000 ETF464287655ETF86,283$2,592 萬0.5%+1,689+2.0%加碼–
iShares MSCI Eafe ETF464287465ETF240,359$2,497 萬0.5%+3,037+1.3%加碼–
AVGOBroadcom Inc.Stock66,036$2,495 萬0.5%−6,298−8.7%減碼歷史
TMUST-Mobile US, Inc.Stock144,218$2,419 萬0.4%+1,852+1.3%加碼歷史
DELLDell Technologies Inc.Stock55,733$2,405 萬0.4%+3,607+6.9%加碼歷史
COSTCostco Wholesale CorpStock25,665$2,401 萬0.4%+1,090+4.4%加碼歷史
JPMJPMorgan Chase & CoStock70,406$2,305 萬0.4%+2,246+3.3%加碼歷史
XOMExxonMobil Holdings CorpCOM165,827$2,267 萬0.4%+5,592+3.5%加碼歷史
SBUXStarbucks CorpStock212,089$2,167 萬0.4%−57,415−21.3%減碼歷史
LLYEli Lilly & CoStock17,958$2,154 萬0.4%+2,341+15.0%加碼歷史
SNOWSnowflake Inc.Stock80,765$2,055 萬0.4%+17,307+27.3%加碼歷史
LIILennox International IncCOM32,187$1,844 萬0.3%−240−0.7%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF255,269$1,819 萬0.3%−2,167−0.8%減碼–
BRK.ABerkshire Hathaway IncCL A24$1,797 萬0.3%00.0%不變歷史
ARMArm Holdings PLCADR49,716$1,763 萬0.3%+49,716新進歷史
WMTWalmart Inc.Stock146,865$1,663 萬0.3%−5,965−3.9%減碼歷史
HDHome Depot, Inc.Stock42,808$1,510 萬0.3%+4,735+12.4%加碼歷史
KLACKLA CorpCOM NEW49,814$1,503 萬0.3%−4,376−8.1%減碼依 10 比 1 拆股換算歷史
JNJJohnson & JohnsonStock57,725$1,466 萬0.3%+280.0%加碼歷史
ORCLOracle CorpStock97,196$1,424 萬0.3%+6,546+7.2%加碼歷史
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF282,843$1,406 萬0.3%+1,334+0.5%加碼–
STXSeagate Technology Holdings plcORD SHS14,170$1,367 萬0.3%+1,728+13.9%加碼歷史
WDCWestern Digital CorpCOM21,222$1,356 萬0.3%−1,793−7.8%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF39,369$1,354 萬0.3%+76+0.2%加碼–
Vanguard Star FDS921909768VG TL INTL STK F148,510$1,270 萬0.2%−2,802−1.9%減碼–
ABNBAirbnb, Inc.Stock87,027$1,245 萬0.2%−42,093−32.6%減碼歷史
AMGNAmgen IncStock34,281$1,241 萬0.2%+804+2.4%加碼歷史
DLRDigital Realty Trust, Inc.COM68,451$1,229 萬0.2%−2,193−3.1%減碼歷史
SNDKSandisk CorpCOM5,318$1,209 萬0.2%−2,205−29.3%減碼歷史
LRCXLam Research CorpStock27,771$1,204 萬0.2%+147+0.5%加碼歷史
iShares Russell Midcap ETF464287499ETF108,612$1,198 萬0.2%+150+0.1%加碼–
MRKMerck & Co., Inc.Stock90,183$1,159 萬0.2%+534+0.6%加碼歷史
CATCaterpillar IncStock10,841$1,154 萬0.2%+413+4.0%加碼歷史
SOFISoFi Technologies, Inc.Stock623,977$1,119 萬0.2%−12,654−2.0%減碼歷史
Vanguard Ftse All-World Ex-US Index Fund922042775ETF131,417$1,101 萬0.2%+3,160+2.5%加碼–
Dimensional ETF Trust25434V716US SUSTAINABILTY233,340$1,088 萬0.2%+28,673+14.0%加碼–
MARMarriott International IncStock28,870$1,070 萬0.2%+2,870+11.0%加碼歷史
CSCOCisco Systems, Inc.Stock91,074$1,070 萬0.2%−240.0%減碼歷史
PCARPaccar IncCOM88,840$1,067 萬0.2%−150−0.2%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF121,265$1,045 萬0.2%−2,917−2.3%減碼依 6 比 1 拆股換算–
UNHUnitedHealth Group IncStock24,767$1,029 萬0.2%+2,442+10.9%加碼歷史
FIXComfort Systems USA IncCOM5,106$1,012 萬0.2%−367−6.7%減碼歷史
iShares Tr464288273EAFE SML CP ETF122,742$1,010 萬0.2%+3,932+3.3%加碼–
GEVGE Vernova Inc.Stock8,565$1,006 萬0.2%+273+3.3%加碼歷史
GEGeneral Electric CoStock26,739$999.3 萬0.2%+391+1.5%加碼歷史
AMATApplied Materials IncStock13,705$990.8 萬0.2%−1,845−11.9%減碼歷史
PEPPepsiCo IncStock72,183$977.4 萬0.2%−10,419−12.6%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF122,759$946.6 萬0.2%+25,274+25.9%加碼–
VVisa Inc.Stock26,979$925.6 萬0.2%+732+2.8%加碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR18,720$894.2 萬0.2%+643+3.6%加碼歷史
CBChubb LtdStock26,145$890.9 萬0.2%−396−1.5%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock11,375$868.1 萬0.2%+4,033+54.9%加碼歷史
Vanguard Morningstar Value ETF922908744ETF39,723$865.7 萬0.2%+1,644+4.3%加碼–
iShares Russell 1000 Value ETF464287598ETF35,684$865.1 萬0.2%+169+0.5%加碼–
Schwab U.S. Broad Market ETF808524102ETF292,527$847.2 萬0.2%−22,861−7.2%減碼–
iShares Inc46434G764MSCI EMRG CHN82,089$839.8 萬0.2%−2,164−2.6%減碼–
ABBVAbbVie Inc.Stock33,304$838.1 萬0.2%+820+2.5%加碼歷史
CHWYChewy, Inc.CL A417,453$820.3 萬0.2%+230,847+123.7%加碼歷史
PGProcter & Gamble CoStock54,325$796.6 萬0.1%−912−1.7%減碼歷史
BABoeing CoStock36,680$794.0 萬0.1%+6,999+23.6%加碼歷史
BACBank of America CorpStock137,977$786.2 萬0.1%+11,085+8.7%加碼歷史
IBMInternational Business Machines CorpStock27,739$780.1 萬0.1%+2,884+11.6%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF27,307$779.8 萬0.1%−3,031−10.0%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF95,092$766.2 萬0.1%+7,872+9.0%加碼依 4 比 1 拆股換算–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 114,554$760.3 萬0.1%+2,823+24.1%加碼歷史
WFCWells Fargo & CompanyStock91,922$759.6 萬0.1%+15,750+20.7%加碼歷史
LOWLowes Companies IncStock34,353$757.5 萬0.1%−507−1.5%減碼歷史

選擇權(1 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。

Brighton Jones LLC 在 2026 年第 2 季的選擇權部位
證券類別賣權買權
MSFTMicrosoft CorpStock–$22.4 萬

2026 年第 1 季之後清倉(71 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Brighton Jones LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM24,177$546.5 萬0.1%歷史
SEESealed Air CorpCOM29,460$123.9 萬<0.1%歷史
GGenpact LTDSHS31,361$116.8 萬<0.1%歷史
PCORProcore Technologies, Inc.COM16,576$94.5 萬<0.1%歷史
MASIMasimo CorpCOM5,281$93.9 萬<0.1%歷史
ROPRoper Technologies IncStock2,638$93.3 萬<0.1%歷史
CTRACoterra Energy Inc.Stock24,547$86.3 萬<0.1%歷史
UNFIUnited Natural Foods IncCOM18,985$85.5 萬<0.1%歷史
WEXWEX Inc.COM5,380$82.3 萬<0.1%歷史
WBSWebster Financial CorpCOM9,617$66.8 萬<0.1%歷史
ALSumisho Air Lease CorpCL A8,211$53.3 萬<0.1%歷史
IOTSamsara Inc.Stock16,556$52.5 萬<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A7,980$49.0 萬<0.1%歷史
CACICACI International IncCL A892$48.5 萬<0.1%歷史
INGRIngredion IncCOM3,962$44.6 萬<0.1%歷史
GPNGlobal Payments IncStock6,356$42.8 萬<0.1%歷史
GMEDGlobus Medical IncStock4,908$42.3 萬<0.1%歷史
NWENorthWestern Energy Group, Inc.COM NEW6,254$41.2 萬<0.1%歷史
EPAMEPAM Systems, Inc.COM2,859$38.7 萬<0.1%歷史
UHSUniversal Health Services IncCL B2,093$37.5 萬<0.1%歷史
TRUTransUnionCOM5,321$36.8 萬<0.1%歷史
CPNGCoupang, Inc.CL A18,705$35.3 萬<0.1%歷史
LDOSLeidos Holdings, Inc.COM2,158$33.6 萬<0.1%歷史
WAYWaystar Holding Corp.COM13,860$33.4 萬<0.1%歷史
iShares Tr464287515EXPANDED TECH4,156$33.3 萬<0.1%–
iShares Tr464288588MBS ETF3,490$33.1 萬<0.1%–
SAMBoston Beer Co IncCL A1,402$32.3 萬<0.1%歷史
PEGAPegasystems IncCOM7,525$32.0 萬<0.1%歷史
CNXCConcentrix CorpStock11,644$31.9 萬<0.1%歷史
KVYOKlaviyo, Inc.COM SER A16,061$31.3 萬<0.1%歷史
AVYAvery Dennison CorpCOM1,790$30.9 萬<0.1%歷史
CZRCaesars Entertainment, Inc.COM11,295$29.9 萬<0.1%歷史
iShares U.S. Medical Devices ETF464288810ETF5,544$29.6 萬<0.1%–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF6,370$29.1 萬<0.1%–
HAYWHayward Holdings, Inc.COM21,113$28.2 萬<0.1%歷史
ATRAptargroup, Inc.Stock2,219$28.0 萬<0.1%歷史
Fidelity Merrimack STR Tr316188705INVESTMENT GR SE6,267$27.5 萬<0.1%–
EQHEquitable Holdings, Inc.COM7,070$26.2 萬<0.1%歷史
Schwab U.S. REIT ETF808524847ETF12,190$26.2 萬<0.1%–
NXSTNexstar Media Group, Inc.COMMON STOCK1,444$26.1 萬<0.1%歷史
Dimensional Ultrashort Fixed Income ETF25434V591ETF5,117$25.9 萬<0.1%–
Vanguard Total International Bond ETF92203J407ETF4,965$23.9 萬<0.1%–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,562$23.6 萬<0.1%歷史
MTDMettler Toledo International IncCOM183$23.0 萬<0.1%歷史
TMHCTaylor Morrison Home CorpCOM3,940$22.9 萬<0.1%歷史
RRCRange Resources CorpCOM5,038$22.8 萬<0.1%歷史
TRIThomson Reuters CorpCOM NO PAR2,528$22.7 萬<0.1%歷史
TYLTyler Technologies IncCOM654$22.4 萬<0.1%歷史
UIUbiquiti Inc.COM282$22.3 萬<0.1%歷史
SUSuncor Energy IncStock3,353$22.2 萬<0.1%歷史
PPCPilgrims Pride CorpStock5,757$21.7 萬<0.1%歷史
KGCKinross Gold CorpCOM7,095$21.7 萬<0.1%歷史
AOSSmith A O CorpCOM3,278$21.6 萬<0.1%歷史
CHKPCheck Point Software Technologies LtdORD1,510$21.6 萬<0.1%歷史
NENoble Corp plcORD SHS A4,338$21.3 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM4,323$21.1 萬<0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C4,121$20.7 萬<0.1%歷史
STZConstellation Brands, Inc.Stock1,371$20.6 萬<0.1%歷史
RPMRPM International IncCOM2,068$20.6 萬<0.1%歷史
SRSpire IncCOM2,249$20.4 萬<0.1%歷史
DOCSDoximity, Inc.CL A8,729$20.3 萬<0.1%歷史
LBRTLiberty Energy Inc.COM CL A7,005$20.2 萬<0.1%歷史
REYNReynolds Consumer Products Inc.COM9,476$20.1 萬<0.1%歷史
AEOAmerican Eagle Outfitters IncCOM10,446$17.4 萬<0.1%歷史
ProShares Bitcoin ETF74347G440ETF12,829$11.9 萬<0.1%–
MCWMister Car Wash, Inc.COM15,991$11.1 萬<0.1%歷史
PAGSPagSeguro Digital Ltd.COM CL A10,159$10.2 萬<0.1%歷史
RITMRithm Capital Corp.REIT10,163$9.63 萬<0.1%歷史
ESBAEmpire State Realty OP, L.P.UNIT LTD PRTNSP15,311$7.72 萬<0.1%歷史
UDMYUdemy, Inc.COM14,999$6.93 萬<0.1%歷史
Okta, Inc.679295AF2NOTE 0.375% 6/131,000$3.07 萬<0.1%–