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
683 檔
29.9%
在 Q4 2024 申報期間，Brighton Jones LLC（CIK: 0001360798）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$53.8億，共持有 683 個公開申報部位。
Brighton Jones LLC 於 Q4 2024 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 42 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Brighton Jones LLC 的前 5 大核心持股（包含 AMZN, MSFT, AAPL 等）合計佔整體申報市值的 29.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 683 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 | 25.57% | -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-通訊服務 | 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-循環性消費 | 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-大型股與成長 | 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-大型股與成長 | 0.67% | -0.01% | -4.08% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 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-醫療保健 | 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-通訊服務 | 0.60% | +0.10% | +3.87% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 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-大型股與成長 | 0.54% | +0.02% | +6.52% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 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-醫療保健 | 0.51% | -0.02% | +1282.37% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.47% | -0.13% | +86.47% | |
| 37 | NKE | Nike Inc -cl B | 股票-循環性消費 | 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-房地產 | 0.36% | -0.05% | -0.70% | |
| 44 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 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-循環性消費 | 0.30% | — | +36.54% | |
| 50 | SNOW | Snowflake Inc | 股票-科技 | 0.28% | +0.17% | +90.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | +60.73% | 加碼 |
| 2 | PFE | Pfizer Inc | +0.5% | +1282.37% | 加碼 |
| 3 | ORCL | Oracle CORP | +0.4% | +189.30% | 加碼 |
| 4 | UNH | Unitedhealth Group Inc | +0.3% | +176.25% | 加碼 |
| 5 | NKE | Nike Inc -cl B | +0.3% | +388.55% | 加碼 |
| 6 | TSLA | Tesla Inc | +0.3% | +11.82% | 加碼 |
| 7 | ALK | Alaska Air Group Inc | +0.2% | +2046.41% | 加碼 |
| 8 | SNOW | Snowflake Inc | +0.1% | +90.04% | 加碼 |
| 9 | VV | Vanguard Large-cap ETF | +0.1% | +119.31% | 加碼 |
| 10 | SBUX | Starbucks CORP | +0.1% | +86.47% | 加碼 |
| 11 | SOFI | Sofi Technologies Inc | +0.1% | +2.03% | 加碼 |
| 12 | SCHB | Schwab US Broad Market ETF | +0.1% | +1209.65% | 加碼 |
| 13 | TMUS | T-mobile US Inc | +0.1% | +30.69% | 加碼 |
| 14 | VXUS | Vanguard Total Intl Stock | +0.1% | +211.03% | 加碼 |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | +127.39% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.1% | +10.91% | 加碼 |
| 17 | LOW | Lowe's Cos Inc | +0.1% | +119.66% | 加碼 |
| 18 | CMCSA | Comcast Corp-class A | +0.1% | +150.86% | 加碼 |
| 19 | MDT | Medtronic plc | +0.1% | +1368.03% | 加碼 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +79.17% | 加碼 |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | -12.18% | 減碼 |
| 22 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +92.48% | 加碼 |
| 23 | DCOR | Dimensional US Core Eq 1 ETF | +0.1% | +42.33% | 加碼 |
| 24 | RWO | State Street Spdr Dow Jones | +0.1% | +65.32% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | +178.22% | 加碼 |
| 26 | APP | Applovin Corp-class A | +0.1% | -40.61% | 減碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +50.05% | 加碼 |
| 28 | AVGO | Broadcom Inc | 0% | +21.85% | 加碼 |
| 29 | WFC | Wells Fargo & Co | 0% | +62.35% | 加碼 |
| 30 | RELY | Remitly Global Inc | 0% | -9.18% | 減碼 |
| 31 | WMT | Walmart Inc | 0% | +28.79% | 加碼 |
| 32 | CRM | Salesforce Inc | 0% | +13.75% | 加碼 |
| 33 | HD | Home Depot Inc | — | +36.54% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +11.03% | 加碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +14.96% | 加碼 |
| 36 | NVDA | Nvidia CORP | -0.1% | +12.39% | 加碼 |
| 37 | GOOG | Alphabet Inc-cl C | -0.1% | +5.63% | 加碼 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.87% | 加碼 |
| 39 | COST | Costco Wholesale CORP | -0.1% | +12.30% | 加碼 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +20.85% | 加碼 |
| 41 | DFAI | Dimensional International Co | -0.2% | +21.25% | 加碼 |
| 42 | DFAU | Dimensional US Core Equity M | -0.2% | +11.03% | 加碼 |
| 43 | AAPL | Apple Inc | -0.2% | +14.78% | 加碼 |
| 44 | DFAC | Dimensional US Core Equity 2 | -0.2% | +14.79% | 加碼 |
| 45 | IWB | Ishares Russell 1000 ETF | -0.4% | +3.40% | 加碼 |
| 46 | IOT | Samsara Inc-cl A | — | NEW | 新建倉 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建倉 |
| 48 | EVH | Evolent Health Inc - A | — | NEW | 新建倉 |
| 49 | RSMC | Rockefeller US Small-mid Cap | — | NEW | 新建倉 |
| 50 | LIN | Linde plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Brighton Jones LLC 在 Q4 2024 季度的美股持倉總市值約為 US$53.8億，共申報了 683 個公開持股部位。
在 Q4 2024 季度，Brighton Jones LLC 按市值排列的前三大核心持股分別為：AMZN (25.6%)、MSFT (12.7%)、AAPL (3.9%)。其中最大持股部位 AMZN 佔據整體投資組合約 25.6% 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
IOT
市值: US$1346.4萬
本季最大獲利了結 / 清倉標的
APP
前期市值: US$986.7萬
在 Q4 2024 季度中，Brighton Jones LLC 共進行了 50 項持倉異動，包含新建倉 5 個部位、加碼 42 個部位、減碼 3 個部位以及清倉 0 個部位。 其中最大新建倉標的為 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。