CIK: 0000014213
申报总市值
US$2.3亿
申报季度: 2026-06-30 · 持股只数: 50
BRIGHTON SECURITIES CORP.在最新一期 13F 报告中披露了 50 项持股，申报期为 2026-06-30，总持股市值约为 US$2.3亿，季度换手率为 12.9%。
Brighton Securities CORP. 目前披露的持仓，Herfindahl 集中度指数为 0.148——换算下来相当于约 7 个等权重仓位，明显低于其实际披露的 50 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.55），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 2.9 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 3%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 BIV
+2.0% US$45.4万
加仓 VOO
+1.8% US$1064.4万
加仓 VXF
+2.3% US$314.0万
加仓 VUG
+522.9% US$271.6万
减仓 BNDX
+1.7% US$14.9万
减仓 GLD
+6.2% -US$22.6万
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 31.44% | +1.31% | +1.81% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-其他 | 14.61% | -1.56% | +1.99% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 11.17% | +0.05% | +2.08% | |
| 4 | VXF | Vanguard Extended Market ETF | ETF-其他 | 7.38% | +0.61% | +2.27% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 6.27% | +0.54% | +522.87% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 3.98% | +0.11% | +3.90% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 3.81% | +0.03% | +2.34% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.96% | +0.10% | +314.19% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.56% | -0.24% | +1.75% | |
| 10 | SPHY | Ss Spdr P High Yield ETF | ETF-非投资级债 | 1.46% | -0.12% | +2.80% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.36% | +0.09% | +3.38% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.13% | -0.09% | +3.93% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.06% | -0.12% | +1.73% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.00% | -0.02% | +3.44% | |
| 15 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.97% | -0.23% | +6.21% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.96% | -0.08% | +1.72% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.95% | -0.10% | +1.80% | |
| 18 | PGX | Invesco Preferred ETF | ETF-其他 | 0.82% | -0.06% | +4.99% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.67% | -0.03% | +3.11% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.64% | -0.03% | +7.95% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.62% | -0.06% | +1.55% | |
| 22 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.55% | -0.05% | +0.80% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.51% | -0.02% | +8.46% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 0.21% | -0.01% | +5.81% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.19% | +0.02% | +6.88% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.15% | — | +2.37% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.15% | +0.01% | +8.66% | |
| 28 | LHX | L3harris Technologies INC | 股票-工业 | 0.14% | -0.05% | +2.05% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.14% | — | +1.75% | |
| 30 | ✓ | Invesco Qqq Tr | 股票-其他 | 0.13% | +0.13% | NEW | |
| 31 | OKE | Oneok INC | 股票-能源 | 0.13% | -0.04% | -11.28% | |
| 32 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.12% | — | -2.14% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.11% | +0.11% | NEW | |
| 34 | HD | Home Depot INC | 股票-周期性消费 | 0.11% | — | +3.08% | |
| 35 | ITT | Itt INC | 股票-工业 | 0.11% | -0.02% | -10.09% | |
| 36 | WM | Waste Management INC | 股票-工业 | 0.11% | -0.02% | -3.24% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.10% | — | -1.54% | |
| 38 | RLI | Rli CORP | 股票-金融 | 0.10% | — | +12.22% | |
| 39 | AAON | Aaon INC | 股票-工业 | 0.10% | +0.10% | NEW | |
| 40 | SO | Southern Co/the | 股票-公用事业 | 0.10% | -0.02% | -5.82% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.10% | +0.10% | NEW | |
| 42 | DTM | Dt Midstream INC | 股票-能源 | 0.10% | -0.02% | -16.02% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.10% | — | +2.33% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.09% | +0.09% | NEW | |
| 45 | ✓ | Rtx Corporation | 股票-其他 | 0.09% | +0.09% | NEW | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.09% | — | +6.09% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.09% | — | -9.46% | |
| 48 | DUK | Duke Energy CORP | 股票-公用事业 | 0.09% | -0.02% | -6.51% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.09% | +0.09% | NEW | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.09% | -0.12% | -43.05% |
Q3 2026表现
+2.6%
近4个季度表现
+14.2%
基于可获取价格的持仓（占申报价值的83%）计算
Brighton Securities CORP. 在 2026-06-30 最显著的持仓异动： 新建仓: Invesco Qqq Tr; 新建仓: Eli Lilly & Co (LLY); 清仓: Verizon Communications INC (VZ); 新建仓: Aaon INC (AAON); 清仓: Invesco Qqq Tr ETF.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +1.81% | 加仓 |
| 2 | VXF | Vanguard Extended Market ETF | +0.6% | +2.27% | 加仓 |
| 3 | VUG | Vanguard Growth ETF | +0.5% | +522.87% | 加仓 |
| 4 | ✓ | Invesco Qqq Tr | +0.1% | NEW | 新建仓 |
| 5 | VTV | Vanguard Value ETF | +0.1% | +3.90% | 加仓 |
| 6 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建仓 |
| 7 | VO | Vanguard Mid-cap ETF | +0.1% | +314.19% | 加仓 |
| 8 | AAON | Aaon INC | +0.1% | NEW | 新建仓 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | 新建仓 |
| 10 | VB | Vanguard Small-cap ETF | +0.1% | +3.38% | 加仓 |
| 11 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建仓 |
| 12 | ✓ | Rtx Corporation | +0.1% | NEW | 新建仓 |
| 13 | KO | Coca-cola Co/the | +0.1% | NEW | 新建仓 |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +2.08% | 加仓 |
| 15 | SPEM | State Street Sp Ptf Em ETF | 0% | +2.34% | 加仓 |
| 16 | AAPL | Apple INC | 0% | +6.88% | 加仓 |
| 17 | NVDA | Nvidia CORP | 0% | +8.66% | 加仓 |
| 18 | AMZN | Amazon.com INC | — | +2.37% | 加仓 |
| 19 | RLI | Rli CORP | — | +12.22% | 加仓 |
| 20 | V | Visa Inc-class A Shares | — | -1.54% | 减仓 |
| 21 | HD | Home Depot INC | — | +3.08% | 加仓 |
| 22 | MRK | Merck & Co. INC. | — | -2.14% | 减仓 |
| 23 | MSFT | Microsoft CORP | 0% | +5.81% | 加仓 |
| 24 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.44% | 加仓 |
| 25 | VCIT | Vanguard Int-term Corporate | 0% | +8.46% | 加仓 |
| 26 | DUK | Duke Energy CORP | 0% | -6.51% | 减仓 |
| 27 | DTM | Dt Midstream INC | 0% | -16.02% | 减仓 |
| 28 | ITT | Itt INC | 0% | -10.09% | 减仓 |
| 29 | SO | Southern Co/the | 0% | -5.82% | 减仓 |
| 30 | WM | Waste Management INC | 0% | -3.24% | 减仓 |
| 31 | VYMI | Vanguard Int High Dvd Yld In | 0% | +3.11% | 加仓 |
| 32 | VMBS | Vanguard Mortgage-backed Sec | 0% | +7.95% | 加仓 |
| 33 | OKE | Oneok INC | 0% | -11.28% | 减仓 |
| 34 | LHX | L3harris Technologies INC | -0.1% | +2.05% | 加仓 |
| 35 | NYF | Ishares New York Muni Bond E | -0.1% | +0.80% | 加仓 |
| 36 | PGX | Invesco Preferred ETF | -0.1% | +4.99% | 加仓 |
| 37 | VTIP | Vanguard Short-term Tips | -0.1% | +1.55% | 加仓 |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.1% | +1.72% | 加仓 |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | -0.1% | +3.93% | 加仓 |
| 40 | ADI | Analog Devices INC | -0.1% | EXIT | 清仓 |
| 41 | RTX | Rtx CORP | -0.1% | EXIT | 清仓 |
| 42 | BLV | Vanguard Long-term Bond ETF | -0.1% | +1.80% | 加仓 |
| 43 | ✓ | Invesco Qqq Tr ETF | -0.1% | EXIT | 清仓 |
| 44 | XOM | Exxon Mobil CORP | -0.1% | -43.05% | 减仓 |
| 45 | SPHY | Ss Spdr P High Yield ETF | -0.1% | +2.80% | 加仓 |
| 46 | BSV | Vanguard Short-term Bond ETF | -0.1% | +1.73% | 加仓 |
| 47 | VZ | Verizon Communications INC | -0.1% | EXIT | 清仓 |
| 48 | GLD | Spdr Gold Shares | -0.2% | +6.21% | 加仓 |
| 49 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | +1.75% | 加仓 |
| 50 | BIV | Vanguard Intermediate-term B | -1.6% | +1.99% | 加仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-07 | 13F-HR | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-04-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-03-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2026-03-09 | 修正案 | 在 EDGAR 上查看 |
| 2025-09-30 | 2026-03-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2026-03-06 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2026-03-06 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2026-03-06 | 13F-HR | 在 EDGAR 上查看 |
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