13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001360798
申報總市值
US$53.8億
US$53.8億
579 檔
22.2%
Q3 2024 季度申報顯示，Brighton Jones LLC 揭露的美股組合總市值為 US$53.8億，涵蓋 579 個不同之權益投資部位。
Brighton Jones LLC 在 Q3 2024 的調整主要集中於風險出清，清倉與減碼部位合計達 36 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AMZN, MSFT, AAPL）占據了總市值的 22.2%，展現出該機構在 Q3 2024 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 579 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-通訊服務 | 1.23% | -0.21% | -22.36% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 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-大型股與成長 | 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-循環性消費 | 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-通訊服務 | 0.73% | -0.06% | -15.79% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 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-通訊服務 | 0.66% | +0.10% | -5.97% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 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-非循環性消費 | 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-房地產 | 0.43% | -0.05% | -0.23% | |
| 36 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 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-醫療保健 | 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-循環性消費 | 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-非循環性消費 | 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-工業 | 0.33% | -0.03% | +0.67% | |
| 46 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.32% | -0.13% | -24.30% | |
| 47 | SYY | Sysco CORP | 股票-非循環性消費 | 0.30% | +0.01% | -4.94% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 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-醫療保健 | 0.28% | -0.04% | -7.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DFGR | Dim Global Real Estate ETF | +0.5% | +6.25% | 加碼 |
| 2 | DFIC | Dimensional International Co | +0.3% | +4.19% | 加碼 |
| 3 | VGSR | Vert Glb Sust Re ETF | +0.3% | -0.65% | 減碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +8.52% | 加碼 |
| 5 | DCOR | Dimensional US Core Eq 1 ETF | +0.3% | +49.11% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.2% | -2.76% | 減碼 |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -9.33% | 減碼 |
| 8 | KLAC | Kla CORP | +0.2% | +706.35% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.2% | +89.95% | 加碼 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.93% | 加碼 |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 不變 |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.2% | -9.54% | 減碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +1.85% | 加碼 |
| 14 | ABT | Abbott Laboratories | +0.2% | +209.58% | 加碼 |
| 15 | COMP | Compass Inc - Class A | +0.1% | +0.03% | 加碼 |
| 16 | TMUS | T-mobile US Inc | 0% | -22.36% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | 0% | -5.97% | 減碼 |
| 18 | RWO | State Street Spdr Dow Jones | 0% | -26.97% | 減碼 |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -8.03% | 減碼 |
| 20 | NVDA | Nvidia CORP | -0.1% | -14.15% | 減碼 |
| 21 | SBUX | Starbucks CORP | -0.1% | -38.47% | 減碼 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -41.56% | 減碼 |
| 23 | XLK | Ss Technology Select Sector | -0.1% | -51.15% | 減碼 |
| 24 | INTC | Intel CORP | -0.1% | -19.26% | 減碼 |
| 25 | SCHF | Schwab Intl Equity ETF | -0.1% | -67.65% | 減碼 |
| 26 | NET | Cloudflare Inc - Class A | -0.1% | -85.32% | 減碼 |
| 27 | HUBS | Hubspot Inc | -0.1% | -81.63% | 減碼 |
| 28 | AMZN | Amazon.com Inc | -0.1% | -9.16% | 減碼 |
| 29 | LLY | Eli Lilly & Co | -0.1% | -31.57% | 減碼 |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | -52.91% | 減碼 |
| 31 | ISRG | Intuitive Surgical Inc | -0.1% | -67.89% | 減碼 |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | -39.10% | 減碼 |
| 33 | NFLX | Netflix Inc | -0.1% | -50.43% | 減碼 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -57.64% | 減碼 |
| 35 | VXUS | Vanguard Total Intl Stock | -0.1% | -65.39% | 減碼 |
| 36 | ABNB | Airbnb Inc-class A | -0.1% | -24.30% | 減碼 |
| 37 | VV | Vanguard Large-cap ETF | -0.1% | -51.58% | 減碼 |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | -78.39% | 減碼 |
| 39 | APP | Applovin Corp-class A | -0.2% | -61.37% | 減碼 |
| 40 | SNOW | Snowflake Inc | -0.2% | -55.11% | 減碼 |
| 41 | ALK | Alaska Air Group Inc | -0.2% | -97.47% | 減碼 |
| 42 | NKE | Nike Inc -cl B | -0.4% | -81.42% | 減碼 |
| 43 | ORCL | Oracle CORP | -0.9% | -80.11% | 減碼 |
| 44 | PFE | Pfizer Inc | -1% | -95.62% | 減碼 |
| 45 | MSFT | Microsoft CORP | -3% | -29.02% | 減碼 |
| 46 | IOT | Samsara Inc-cl A | — | EXIT | 清倉 |
| 47 | AON | Aon plc | — | NEW | 新建倉 |
| 48 | RDDT | Reddit Inc-cl A | — | NEW | 新建倉 |
| 49 | DUOL | Duolingo | — | EXIT | 清倉 |
| 50 | ALIT | Alight Inc - Class A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Brighton Jones LLC 在 Q3 2024 季度的美股持倉總市值約為 US$53.8億，共申報了 579 個公開持股部位。
在 Q3 2024 季度，Brighton Jones LLC 按市值排列的前三大核心持股分別為：AMZN (25.5%)、MSFT (10.5%)、AAPL (4.1%)。其中最大持股部位 AMZN 佔據整體投資組合約 25.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
AON
市值: US$292.1萬
本季最大獲利了結 / 清倉標的
IOT
前期市值: US$1232.0萬
在 Q3 2024 季度中，Brighton Jones LLC 共進行了 49 項持倉異動，包含新建倉 3 個部位、加碼 10 個部位、減碼 34 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AON。 本季清倉部位包含 IOT。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。