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
683 檔
29.9%
在 Q4 2024 申报期间，Brighton Jones LLC（CIK: 0001360798）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$53.8亿，共持有 683 个公开申报仓位。
在 Q4 2024，Brighton Jones LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 42 个既有持股进行加仓（合计增持 47 档），相较减仓与清仓仓位显著占优。
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 29.9%，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 683 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 | 25.57% | -1.10% | +10.91% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 12.67% | -1.03% | +60.73% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.89% | -0.07% | +14.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.64% | -0.03% | +20.85% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.75% | +0.11% | +14.79% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.70% | -0.04% | +3.40% | |
| 7 | DFGR | Dim Global Real Estate ETF | ETF-其他 | 1.47% | -0.01% | +14.08% | |
| 8 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.33% | -0.21% | +30.69% | |
| 9 | DFIC | Dimensional International Co | ETF-其他 | 1.27% | -0.09% | +13.31% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | +0.15% | +12.39% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.16% | -0.01% | +11.03% | |
| 12 | TSLA | Tesla Inc | 股票-周期性消费 | 1.03% | -0.07% | +11.82% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.99% | -0.03% | -4.11% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.01% | +4.77% | |
| 15 | VGSR | Vert Glb Sust Re ETF | ETF-其他 | 0.93% | -0.02% | +7.33% | |
| 16 | DFAI | Dimensional International Co | ETF-其他 | 0.91% | -0.09% | +21.25% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.87% | -0.01% | +6.84% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.82% | -0.03% | -0.38% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.03% | +189.30% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.67% | -0.01% | -4.08% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +0.26% | +5.63% | |
| 22 | DCOR | Dimensional US Core Eq 1 ETF | ETF-其他 | 0.65% | +0.16% | +42.33% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.65% | +0.06% | +176.25% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.64% | +0.02% | +19.16% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.61% | -0.05% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.60% | +0.10% | +3.87% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.06% | +1.68% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | +0.08% | +14.96% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.57% | -0.02% | +4.57% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.56% | +0.02% | +2.60% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.54% | +0.02% | +6.52% | |
| 32 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.52% | -0.09% | +12.30% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.52% | -0.05% | +5.30% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | +0.05% | -3.23% | |
| 35 | PFE | Pfizer Inc | 股票-医疗保健 | 0.51% | -0.02% | +1282.37% | |
| 36 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.47% | -0.13% | +86.47% | |
| 37 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.44% | -0.06% | +388.55% | |
| 38 | RWO | State Street Spdr Dow Jones | ETF-其他 | 0.44% | -0.02% | +65.32% | |
| 39 | APP | Applovin Corp-class A | 股票-科技 | 0.42% | — | -40.61% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.41% | +0.12% | +8.77% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.18% | -0.76% | |
| 42 | IOT | Samsara Inc-cl A | 股票-科技 | 0.39% | -0.01% | EXIT | |
| 43 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.36% | -0.05% | -0.70% | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.36% | +0.02% | +17.88% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | -0.01% | +11.03% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | -0.02% | +79.17% | |
| 47 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.32% | -0.01% | +2.03% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.31% | -0.01% | +119.31% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.30% | — | +36.54% | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.28% | +0.17% | +90.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | +60.73% | 加仓 |
| 2 | PFE | Pfizer Inc | +0.5% | +1282.37% | 加仓 |
| 3 | ORCL | Oracle CORP | +0.4% | +189.30% | 加仓 |
| 4 | UNH | Unitedhealth Group Inc | +0.3% | +176.25% | 加仓 |
| 5 | NKE | Nike Inc -cl B | +0.3% | +388.55% | 加仓 |
| 6 | TSLA | Tesla Inc | +0.3% | +11.82% | 加仓 |
| 7 | ALK | Alaska Air Group Inc | +0.2% | +2046.41% | 加仓 |
| 8 | SNOW | Snowflake Inc | +0.1% | +90.04% | 加仓 |
| 9 | VV | Vanguard Large-cap ETF | +0.1% | +119.31% | 加仓 |
| 10 | SBUX | Starbucks CORP | +0.1% | +86.47% | 加仓 |
| 11 | SOFI | Sofi Technologies Inc | +0.1% | +2.03% | 加仓 |
| 12 | SCHB | Schwab US Broad Market ETF | +0.1% | +1209.65% | 加仓 |
| 13 | TMUS | T-mobile US Inc | +0.1% | +30.69% | 加仓 |
| 14 | VXUS | Vanguard Total Intl Stock | +0.1% | +211.03% | 加仓 |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | +127.39% | 加仓 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +10.91% | 加仓 |
| 17 | LOW | Lowe's Cos Inc | +0.1% | +119.66% | 加仓 |
| 18 | CMCSA | Comcast Corp-class A | +0.1% | +150.86% | 加仓 |
| 19 | MDT | Medtronic plc | +0.1% | +1368.03% | 加仓 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +79.17% | 加仓 |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | -12.18% | 减仓 |
| 22 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +92.48% | 加仓 |
| 23 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +42.33% | 加仓 |
| 24 | RWO | State Street Spdr Dow Jones | +0.1% | +65.32% | 加仓 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +178.22% | 加仓 |
| 26 | APP | Applovin Corp-class A | +0.1% | -40.61% | 减仓 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +50.05% | 加仓 |
| 28 | AVGO | Broadcom Inc | 0% | +21.85% | 加仓 |
| 29 | WFC | Wells Fargo & Co | 0% | +62.35% | 加仓 |
| 30 | RELY | Remitly Global Inc | 0% | -9.18% | 减仓 |
| 31 | WMT | Walmart Inc | 0% | +28.79% | 加仓 |
| 32 | CRM | Salesforce Inc | 0% | +13.75% | 加仓 |
| 33 | HD | Home Depot Inc | — | +36.54% | 加仓 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +11.03% | 加仓 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +14.96% | 加仓 |
| 36 | NVDA | Nvidia CORP | -0.1% | +12.39% | 加仓 |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | +5.63% | 加仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.87% | 加仓 |
| 39 | COST | Costco Wholesale CORP | -0.1% | +12.30% | 加仓 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +20.85% | 加仓 |
| 41 | DFAI | Dimensional International Co | -0.2% | +21.25% | 加仓 |
| 42 | DFAU | Dimensional US Core Equity M | -0.2% | +11.03% | 加仓 |
| 43 | AAPL | Apple Inc | -0.2% | +14.78% | 加仓 |
| 44 | DFAC | Dimensional US Core Equity 2 | -0.2% | +14.79% | 加仓 |
| 45 | IWB | Ishares Russell 1000 ETF | -0.4% | +3.40% | 加仓 |
| 46 | IOT | Samsara Inc-cl A | — | NEW | 新建仓 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建仓 |
| 48 | EVH | Evolent Health Inc - A | — | NEW | 新建仓 |
| 49 | RSMC | Rockefeller US Small-mid Cap | — | NEW | 新建仓 |
| 50 | LIN | Linde plc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Brighton Jones LLC 在 Q4 2024 季度的美股持仓总市值约为 US$53.8亿，共申报了 683 个公开持股仓位。
在 Q4 2024 季度，Brighton Jones LLC 按市值排列的前三大核心持股分别为：AMZN (25.6%)、MSFT (12.7%)、AAPL (3.9%)。其中最大持股仓位 AMZN 占据整体投资组合约 25.6% 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
IOT
市值: US$1346.4万
本季最大获利了结 / 清仓标的
APP
前期市值: US$986.7万
在 Q4 2024 季度中，Brighton Jones LLC 共进行了 50 项持仓异动，包含新建仓 5 个仓位、加仓 42 个仓位、减仓 3 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 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。