KILEY JUERGENS WEALTH MANAGEMENT, LLC
OLYMPIA WA · SEC CIK 0001723223
$6.39亿2026Q2 申报市值
241持仓数
44.9%前十大占比 · 第一大 6.6%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHZ 加仓+$111.09万
RSP 加仓+$73.30万
HONA 新建仓+$62.61万
META 加仓+$51.04万
MSFT 加仓+$44.65万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$61.26万
HON 减仓-$59.67万
DD 减仓-$48.04万
NET 减仓-$45.18万
CAT 减仓-$40.15万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $4,227.18万 | 6.62% | 113,323 | 1,197 | 1.1% | $44.65万 | 加仓 |
| AAPL | APPLE INC | $4,070.87万 | 6.38% | 140,685 | -2,117 | -1.5% | -$61.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,763.46万 | 5.89% | 51,106 | -478 | -0.9% | -$35.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,119.38万 | 4.88% | 33,346 | -203 | -0.6% | -$18.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,109.96万 | 4.87% | 155,428 | -428 | -0.3% | -$8.56万 | 减仓 |
| GOOGL | ALPHABET INC | $2,374.82万 | 3.72% | 66,453 | -563 | -0.8% | -$20.12万 | 减仓 |
| AMZN | AMAZON COM INC | $2,260.11万 | 3.54% | 94,827 | -1,654 | -1.7% | -$39.42万 | 减仓 |
| AVGO | BROADCOM INC | $1,968.79万 | 3.08% | 52,119 | -451 | -0.9% | -$17.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,934.21万 | 3.03% | 38,654 | 57 | 0.1% | $2.85万 | 加仓 |
| CAT | CATERPILLAR INC | $1,835.73万 | 2.87% | 17,239 | -377 | -2.1% | -$40.15万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,834.48万 | 2.87% | 578,519 | 733 | 0.1% | $2.32万 | 加仓 |
| ILCG | ISHARES TR | $1,658.43万 | 2.60% | 141,722 | -1,037 | -0.7% | -$12.13万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,162.45万 | 1.82% | 113,754 | -922 | -0.8% | -$9.42万 | 减仓 |
| ILCV | ISHARES TR | $896.06万 | 1.40% | 88,508 | 916 | 1.0% | $9.27万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $854.96万 | 1.34% | 102,085 | 121 | 0.1% | $1.01万 | 加仓 |
| GEV | GE VERNOVA INC | $819.00万 | 1.28% | 6,971 | -292 | -4.0% | -$34.31万 | 减仓 |
| LLY | ELI LILLY & CO | $686.52万 | 1.08% | 5,724 | -127 | -2.2% | -$15.23万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $665.22万 | 1.04% | 31,265 | 3,445 | 12.4% | $73.30万 | 加仓 |
| TSLA | TESLA INC | $643.94万 | 1.01% | 15,310 | 73 | 0.5% | $3.07万 | 加仓 |
| GLD | SPDR GOLD TR | $620.68万 | 0.97% | 16,849 | -358 | -2.1% | -$13.19万 | 减仓 |
| GOOG | ALPHABET INC | $568.00万 | 0.89% | 16,076 | 109 | 0.7% | $3.85万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $546.56万 | 0.86% | 188,731 | 2,469 | 1.3% | $7.15万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $545.57万 | 0.85% | 7,149 | 213 | 3.1% | $16.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $538.75万 | 0.84% | 24,721 | -473 | -1.9% | -$10.31万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $535.50万 | 0.84% | 119,504 | -563 | -0.5% | -$2.52万 | 减仓 |
| INTC | INTEL CORP | $532.82万 | 0.83% | 38,160 | -107 | -0.3% | -$1.49万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $518.54万 | 0.81% | 175,064 | 13 | 0.0% | $385 | 加仓 |
| BA | BOEING CO | $513.52万 | 0.80% | 23,722 | 1,437 | 6.4% | $31.11万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $484.88万 | 0.76% | 62,236 | 1,731 | 2.9% | $13.49万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $455.74万 | 0.71% | 13,923 | -151 | -1.1% | -$4.94万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $447.53万 | 0.70% | 18,913 | -270 | -1.4% | -$6.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $398.19万 | 0.62% | 15,679 | 25 | 0.2% | $6,349 | 加仓 |
| VTI | VANGUARD INDEX FDS | $377.81万 | 0.59% | 10,210 | -179 | -1.7% | -$6.62万 | 减仓 |
| META | META PLATFORMS INC | $357.36万 | 0.56% | 6,344 | 906 | 16.7% | $51.04万 | 加仓 |
| ETN | EATON CORP PLC | $348.74万 | 0.55% | 8,184 | 98 | 1.2% | $4.18万 | 加仓 |
| PCAR | PACCAR INC | $321.12万 | 0.50% | 26,733 | -1,289 | -4.6% | -$15.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $319.72万 | 0.50% | 4,281 | 14 | 0.3% | $1.05万 | 加仓 |
| TLT | ISHARES TR | $317.70万 | 0.50% | 36,763 | 70 | 0.2% | $6,049 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $315.90万 | 0.49% | 5,438 | -288 | -5.0% | -$16.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $290.49万 | 0.45% | 19,810 | -1,248 | -5.9% | -$18.30万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $285.28万 | 0.45% | 123,338 | 48,029 | 63.8% | $111.09万 | 加仓 |
| MCD | MCDONALDS CORP | $274.94万 | 0.43% | 10,171 | -567 | -5.3% | -$15.33万 | 减仓 |
| V | VISA INC | $274.81万 | 0.43% | 8,010 | -112 | -1.4% | -$3.84万 | 减仓 |
| CSCO | CISCO SYS INC | $272.44万 | 0.43% | 23,194 | 78 | 0.3% | $9,162 | 加仓 |
| AMAT | APPLIED MATLS INC | $268.21万 | 0.42% | 3,710 | -57 | -1.5% | -$4.12万 | 减仓 |
| WMT | WALMART INC | $266.92万 | 0.42% | 23,567 | -884 | -3.6% | -$10.01万 | 减仓 |
| — | EXXON MOBIL CORP | $248.16万 | 0.39% | 18,151 | -332 | -1.8% | -$4.54万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $239.90万 | 0.38% | 86,606 | -150 | -0.2% | -$4,155 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $239.56万 | 0.38% | 33,199 | -4,350 | -11.6% | -$31.39万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $237.88万 | 0.37% | 3,464 | 215 | 6.6% | $14.76万 | 加仓 |
| IWB | ISHARES TR | $233.78万 | 0.37% | 5,709 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $233.16万 | 0.37% | 68,900 | 1,938 | 2.9% | $6.56万 | 加仓 |
| URI | UNITED RENTALS INC | $227.38万 | 0.36% | 2,007 | -63 | -3.0% | -$7.14万 | 减仓 |
| IWM | ISHARES TR | $226.67万 | 0.35% | 7,544 | -82 | -1.1% | -$2.46万 | 减仓 |
| NET | CLOUDFLARE INC | $219.35万 | 0.34% | 8,943 | -1,842 | -17.1% | -$45.18万 | 减仓 |
| WM | WASTE MGMT INC DEL | $217.37万 | 0.34% | 9,753 | 393 | 4.2% | $8.76万 | 加仓 |
| NFLX | NETFLIX INC. | $216.88万 | 0.34% | 30,375 | -200 | -0.7% | -$1.43万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $215.98万 | 0.34% | 18,512 | -410 | -2.2% | -$4.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $212.88万 | 0.33% | 29,878 | 550 | 1.9% | $3.92万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $212.43万 | 0.33% | 58,797 | -953 | -1.6% | -$3.44万 | 减仓 |
| HD | HOME DEPOT INC | $210.22万 | 0.33% | 5,961 | -739 | -11.0% | -$26.06万 | 减仓 |
| VO | VANGUARD INDEX FDS | $199.58万 | 0.31% | 24,771 | -777 | -3.0% | -$6.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $197.84万 | 0.31% | 11,935 | -1,476 | -11.0% | -$24.47万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $195.14万 | 0.31% | 22,654 | -128 | -0.6% | -$1.10万 | 减仓 |
| GE | GE AEROSPACE | $192.74万 | 0.30% | 5,157 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $191.65万 | 0.30% | 4,013 | 258 | 6.9% | $12.32万 | 加仓 |
| QCOM | QUALCOMM INC | $190.47万 | 0.30% | 10,308 | -634 | -5.8% | -$11.72万 | 减仓 |
| IYW | ISHARES TR | $189.40万 | 0.30% | 7,509 | -24 | -0.3% | -$6,054 | 减仓 |
| ABBV | ABBVIE INC | $182.64万 | 0.29% | 7,258 | -37 | -0.5% | -$9,311 | 减仓 |
| — | BOEING CO | $171.95万 | 0.27% | 25,550 | 525 | 2.1% | $3.53万 | 加仓 |
| VGT | VANGUARD WORLD FD | $169.43万 | 0.27% | 14,176 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $167.10万 | 0.26% | 6,143 | -170 | -2.7% | -$4.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $166.19万 | 0.26% | 3,835 | 25 | 0.7% | $1.08万 | 加仓 |
| MRK | MERCK & CO INC | $162.29万 | 0.25% | 12,629 | -100 | -0.8% | -$1.29万 | 减仓 |
| BAC | BANK OF AMER CORP | $161.61万 | 0.25% | 28,363 | -4,292 | -13.1% | -$24.46万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $159.72万 | 0.25% | 45,883 | -1,229 | -2.6% | -$4.28万 | 减仓 |
| DE | DEERE & CO | $153.74万 | 0.24% | 2,424 | 1 | 0.0% | $634 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $152.44万 | 0.24% | 42,042 | 1,465 | 3.6% | $5.31万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.23% | 2 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $148.40万 | 0.23% | 4,963 | -180 | -3.5% | -$5.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $147.95万 | 0.23% | 2,904 | 25 | 0.9% | $1.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $141.56万 | 0.22% | 4,670 | -55 | -1.2% | -$1.67万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $136.07万 | 0.21% | 22,795 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $127.96万 | 0.20% | 8,731 | 112 | 1.3% | $1.64万 | 加仓 |
| RTX | RTX CORPORATION | $127.79万 | 0.20% | 6,736 | -68 | -1.0% | -$1.29万 | 减仓 |
| AMGN | AMGEN INC | $125.27万 | 0.20% | 3,459 | -107 | -3.0% | -$3.88万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $123.66万 | 0.19% | 32,576 | 7,681 | 30.9% | $29.16万 | 加仓 |
| GLW | CORNING INC | $122.53万 | 0.19% | 4,797 | 440 | 10.1% | $11.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $120.79万 | 0.19% | 3,542 | -829 | -19.0% | -$28.27万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $118.08万 | 0.18% | 40,122 | 63 | 0.2% | $1,854 | 加仓 |
| IVW | ISHARES TR | $107.97万 | 0.17% | 7,851 | -343 | -4.2% | -$4.72万 | 减仓 |
| DHR | DANAHER CORP DEL | $104.45万 | 0.16% | 5,484 | -407 | -6.9% | -$7.75万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $103.42万 | 0.16% | 896 | 4 | 0.4% | $4,617 | 加仓 |
| VXUS | VANGUARD STAR FDS | $99.55万 | 0.16% | 11,645 | 23 | 0.2% | $1,966 | 加仓 |
| IVE | ISHARES TR | $96.55万 | 0.15% | 4,252 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $96.07万 | 0.15% | 11,625 | 497 | 4.5% | $4.11万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $94.69万 | 0.15% | 8,559 | 23 | 0.3% | $2,544 | 加仓 |
| NEE | NEXTERA ENERGY INC | $94.34万 | 0.15% | 10,749 | 1,630 | 17.9% | $14.31万 | 加仓 |
| IWO | ISHARES TR | $93.84万 | 0.15% | 2,382 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $93.62万 | 0.15% | 9,013 | 68 | 0.8% | $7,064 | 加仓 |