13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001360798
申报总市值
US$53.8亿
US$53.8亿
579 檔
22.2%
Q3 2024 季度申报显示，Brighton Jones LLC 披露的美股组合总市值为 US$53.8亿，涵盖 579 个不同之权益投资仓位。
在 Q3 2024，Brighton Jones LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 34 个仓位并完全清仓 2 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Brighton Jones LLC 的前 5 大核心持股（包含 AMZN, MSFT, AAPL 等）合计占整体申报市值的 22.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 579 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 股票-周期性消费 | 25.49% | -1.10% | -9.16% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.48% | -1.03% | -29.02% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.10% | -0.07% | -10.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.78% | -0.03% | -9.33% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.09% | -0.04% | -2.23% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.96% | +0.11% | -9.54% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.90% | -0.01% | +6.25% | |
| 8 | DFIC | Dimensional International Co | ETF-其他 | 1.58% | -0.09% | +4.19% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.33% | -0.01% | -9.81% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | +0.15% | -14.15% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.26% | -0.03% | +0.91% | |
| 12 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 1.24% | -0.02% | -0.65% | |
| 13 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.23% | -0.21% | -22.36% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.20% | -0.01% | +8.52% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.08% | -0.01% | -0.71% | |
| 16 | DFAI | Dimensional International Co | ETF-其他 | 1.06% | -0.09% | -5.97% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.05% | -0.03% | -0.24% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.90% | -0.01% | +5.93% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.81% | -0.05% | — | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.77% | -0.07% | -2.76% | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.75% | +0.02% | +2.64% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.06% | -15.79% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.72% | +0.26% | -8.03% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.71% | +0.02% | -1.44% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.71% | -0.05% | -5.55% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | +0.05% | +1.85% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | -0.02% | -4.15% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.66% | +0.10% | -5.97% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.64% | +0.02% | -3.89% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | +0.08% | -0.31% | |
| 31 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | -0.09% | -6.84% | |
| 32 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.59% | +0.16% | +49.11% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.18% | -11.85% | |
| 34 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.53% | +0.12% | +6.98% | |
| 35 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.43% | -0.05% | -0.23% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.43% | +0.02% | -5.60% | |
| 37 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.38% | -0.02% | -26.97% | |
| 38 | APP | Applovin Corp-class A | 股票-科技 | 0.37% | — | -61.37% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.35% | +0.06% | -39.10% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.35% | -0.01% | -5.95% | |
| 41 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.35% | -0.13% | -38.47% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.34% | -0.03% | -80.11% | |
| 43 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.34% | -0.10% | +89.95% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.33% | -0.01% | -0.17% | |
| 45 | PCAR | Paccar Inc | 股票-工业 | 0.33% | -0.03% | +0.67% | |
| 46 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.32% | -0.13% | -24.30% | |
| 47 | SYY | Sysco CORP | 股票-非周期性消费 | 0.30% | +0.01% | -4.94% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.30% | — | -14.54% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.29% | -0.02% | -2.91% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.28% | -0.04% | -7.94% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DFGR | Dim Global Real Estate ETF | +0.5% | +6.25% | 加仓 |
| 2 | DFIC | Dimensional International Co | +0.3% | +4.19% | 加仓 |
| 3 | VGSR | Vert Glb Sust Re ETF | +0.3% | -0.65% | 减仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +8.52% | 加仓 |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +49.11% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.2% | -2.76% | 减仓 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -9.33% | 减仓 |
| 8 | KLAC | Kla CORP | +0.2% | +706.35% | 加仓 |
| 9 | PEP | Pepsico Inc | +0.2% | +89.95% | 加仓 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.93% | 加仓 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 不变 |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.2% | -9.54% | 减仓 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.85% | 加仓 |
| 14 | ABT | Abbott Laboratories | +0.2% | +209.58% | 加仓 |
| 15 | COMP | Compass Inc - Class A | +0.1% | +0.03% | 加仓 |
| 16 | TMUS | T-mobile US Inc | 0% | -22.36% | 减仓 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -5.97% | 减仓 |
| 18 | RWO | State Street Spdr Dow Jones | 0% | -26.97% | 减仓 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -8.03% | 减仓 |
| 20 | NVDA | Nvidia CORP | -0.1% | -14.15% | 减仓 |
| 21 | SBUX | Starbucks CORP | -0.1% | -38.47% | 减仓 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -41.56% | 减仓 |
| 23 | XLK | Ss Technology Select Sector | -0.1% | -51.15% | 减仓 |
| 24 | INTC | Intel CORP | -0.1% | -19.26% | 减仓 |
| 25 | SCHF | Schwab Intl Equity ETF | -0.1% | -67.65% | 减仓 |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -85.32% | 减仓 |
| 27 | HUBS | Hubspot Inc | -0.1% | -81.63% | 减仓 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -9.16% | 减仓 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -31.57% | 减仓 |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -52.91% | 减仓 |
| 31 | ISRG | Intuitive Surgical Inc | -0.1% | -67.89% | 减仓 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -39.10% | 减仓 |
| 33 | NFLX | Netflix Inc | -0.1% | -50.43% | 减仓 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -57.64% | 减仓 |
| 35 | VXUS | Vanguard Total Intl Stock | -0.1% | -65.39% | 减仓 |
| 36 | ABNB | Airbnb Inc-class A | -0.1% | -24.30% | 减仓 |
| 37 | VV | Vanguard Large-cap ETF | -0.1% | -51.58% | 减仓 |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | -78.39% | 减仓 |
| 39 | APP | Applovin Corp-class A | -0.2% | -61.37% | 减仓 |
| 40 | SNOW | Snowflake Inc | -0.2% | -55.11% | 减仓 |
| 41 | ALK | Alaska Air Group Inc | -0.2% | -97.47% | 减仓 |
| 42 | NKE | Nike Inc -cl B | -0.4% | -81.42% | 减仓 |
| 43 | ORCL | Oracle CORP | -0.9% | -80.11% | 减仓 |
| 44 | PFE | Pfizer Inc | -1% | -95.62% | 减仓 |
| 45 | MSFT | Microsoft CORP | -3% | -29.02% | 减仓 |
| 46 | IOT | Samsara Inc-cl A | — | EXIT | 清仓 |
| 47 | AON | Aon plc | — | NEW | 新建仓 |
| 48 | RDDT | Reddit Inc-cl A | — | NEW | 新建仓 |
| 49 | DUOL | Duolingo | — | EXIT | 清仓 |
| 50 | ALIT | Alight Inc - Class A | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Brighton Jones LLC 在 Q3 2024 季度的美股持仓总市值约为 US$53.8亿，共申报了 579 个公开持股仓位。
在 Q3 2024 季度，Brighton Jones LLC 按市值排列的前三大核心持股分别为：AMZN (25.5%)、MSFT (10.5%)、AAPL (4.1%)。其中最大持股仓位 AMZN 占据整体投资组合约 25.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
AON
市值: US$292.1万
本季最大获利了结 / 清仓标的
IOT
前期市值: US$1232.0万
在 Q3 2024 季度中，Brighton Jones LLC 共进行了 49 项持仓异动，包含新建仓 3 个仓位、加仓 10 个仓位、减仓 34 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 AON。 本季清仓仓位包含 IOT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。