13F 机构持仓

KILEY JUERGENS WEALTH MANAGEMENT, LLC

OLYMPIA WA · SEC CIK 0001723223

2026Q22026Q1 更早 9 个季度 🔒
$5.67亿2026Q1 申报市值
235持仓数
45.9%前十大占比 · 第一大 7.3%
158 / 0新建仓 / 清仓
申报市值走势$6.39亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 7.3%
AAPL 6.4%
COST 5.9%
QQQ 5.3%
NVDA 4.8%
AMZN 3.5%
GOOGL 3.4%
BRK/B 3.3%
SCHD 3.1%
AVGO 2.9%

2026Q1 买入最多 按季末市值估算

GEV 新建仓+$633.99万
LLY 新建仓+$538.16万
META 新建仓+$311.14万
ETN 新建仓+$289.21万
SPY 新建仓+$277.51万

2026Q1 卖出最多 按季末市值估算

BRK/B 减仓-$50.65万
PG 减仓-$37.64万
ORCL 重新持有-$36.26万
BSV 减仓-$34.81万
VTV 减仓-$29.19万

2026Q1 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
GAB GABELLI EQUITY TR INC $7.29万0.01%13,021 13,021— $7.29万 新建仓
GNW GENWORTH FINL INC $8.24万0.01%10,150 10,150— $8.24万 新建仓
F FORD MTR CO $15.43万0.03%13,375 -1,985-12.9% -$2.29万 减仓
KVUE KENVUE INC $18.93万0.03%10,983 -1,025-8.5% -$1.77万 减仓
SO SOUTHERN CO $20.13万0.04%2,086 2,086— $20.13万 新建仓
DIA STATE STR SPDR DOW JONES IND $20.38万0.04%440 440— $20.38万 新建仓
IJR ISHARES TR $20.88万0.04%1,680 1,680— $20.88万 新建仓
KR KROGER CO $20.95万0.04%2,896 2,896— $20.95万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $21.52万0.04%3,023 3,023— $21.52万 新建仓
TD TORONTO DOMINION BK ONT $21.69万0.04%2,325 2,325— $21.69万 新建仓
TTE TOTALENERGIES SE $21.90万0.04%2,407 2,407— $21.90万 新建仓
CCJ CAMECO CORP $21.93万0.04%2,019 2,019— $21.93万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $22.05万0.04%3,636 3,636— $22.05万 新建仓
AVA AVISTA CORP $22.29万0.04%5,554 5,554— $22.29万 新建仓
NEM NEWMONT CORP $22.32万0.04%2,062 2,062— $22.32万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $22.34万0.04%454 454— $22.34万 新建仓
SOXX ISHARES TR $22.74万0.04%692 692— $22.74万 新建仓
FDX FEDEX CORP $23.29万0.04%654 654— $23.29万 新建仓
COF CAPITAL ONE FINL CORP $23.30万0.04%1,277 1,277— $23.30万 新建仓
GILD GILEAD SCIENCES INC $23.46万0.04%1,683 1,683— $23.46万 新建仓
ADI ANALOG DEVICES INC $23.57万0.04%741 741— $23.57万 新建仓
BP BP PLC $23.58万0.04%5,017 5,017— $23.58万 新建仓
SHOP SHOPIFY INC $23.64万0.04%1,993 1,993— $23.64万 新建仓
AMP AMERIPRISE FINL INC $23.82万0.04%536 536— $23.82万 新建仓
— DUPONT DE NEMOURS INC $24.08万0.04%5,257 5,257— $24.08万 新建仓
EFG ISHARES TR $24.17万0.04%2,170 2,170— $24.17万 新建仓
UL UNILEVER PLC $24.56万0.04%4,311 4,311— $24.56万 新建仓
CEG CONSTELLATION ENERGY CORP $24.66万0.04%883 883— $24.66万 新建仓
INTF ISHARES TR $24.84万0.04%6,375 6,375— $24.84万 新建仓
MO ALTRIA GROUP INC $24.84万0.04%3,764 3,764— $24.84万 新建仓
KMB KIMBERLY-CLARK CORP $25.03万0.04%2,595 2,595— $25.03万 新建仓
UNH UNITEDHEALTH GROUP INC $25.30万0.04%935 935— $25.30万 新建仓
GRMN GARMIN LTD $25.68万0.05%1,107 1,107— $25.68万 新建仓
XYL XYLEM INC $25.87万0.05%2,165 2,165— $25.87万 新建仓
CORP PIMCO ETF TR $25.99万0.05%2,685 2,685— $25.99万 新建仓
QDF FLEXSHARES TR $26.31万0.05%3,327 3,327— $26.31万 新建仓
TGT TARGET CORP $26.43万0.05%2,181 2,181— $26.43万 新建仓
SU SUNCOR ENERGY INC NEW $26.44万0.05%4,000 4,000— $26.44万 新建仓
XLK SELECT SECTOR SPDR TR $26.50万0.05%1,994 1,994— $26.50万 新建仓
RSPT INVESCO EXCHANGE TRADED FD T $26.93万0.05%5,951 5,951— $26.93万 新建仓
SNOW SNOWFLAKE INC $27.95万0.05%1,853 1,853— $27.95万 新建仓
SHW SHERWIN WILLIAMS CO $27.98万0.05%873 873— $27.98万 新建仓
HWM HOWMET AEROSPACE INC $28.14万0.05%1,221 1,221— $28.14万 新建仓
SCHK SCHWAB STRATEGIC TR $28.45万0.05%9,082 9,082— $28.45万 新建仓
BANR BANNER CORP $28.67万0.05%4,724 4,724— $28.67万 新建仓
COLB COLUMBIA BKG SYS INC $28.98万0.05%10,565 -1,300-11.0% -$3.57万 减仓
ATI ATI INC $29.06万0.05%1,998 1,998— $29.06万 新建仓
AGG ISHARES TR $29.07万0.05%2,929 2,929— $29.07万 新建仓
TEL TE CONNECTIVITY PLC $29.10万0.05%1,392 1,392— $29.10万 新建仓
VNQ VANGUARD INDEX FDS $29.11万0.05%3,282 3,282— $29.11万 新建仓
Q QNITY ELECTRONICS INC $29.41万0.05%2,549 2,549— $29.41万 新建仓
PAYX PAYCHEX INC $29.48万0.05%3,200 3,200— $29.48万 新建仓
MU MICRON TECHNOLOGY INC $30.14万0.05%892 892— $30.14万 新建仓
IEMG ISHARES INC $30.55万0.05%4,380 4,380— $30.55万 新建仓
IWF ISHARES TR $31.00万0.05%727 727— $31.00万 新建仓
IGSB ISHARES TR $31.05万0.05%5,907 5,907— $31.05万 新建仓
ATO ATMOS ENERGY CORP $31.49万0.06%1,705 1,705— $31.49万 新建仓
AXP AMERICAN EXPRESS CO $31.67万0.06%1,047 1,047— $31.67万 新建仓
BND VANGUARD BD INDEX FDS $31.89万0.06%4,330 4,330— $31.89万 新建仓
KMI KINDER MORGAN INC DEL $31.91万0.06%9,516 -1,065-10.1% -$3.57万 重新持有
USB US BANCORP $31.93万0.06%6,140 6,140— $31.93万 新建仓
IWY ISHARES TR $32.47万0.06%1,305 1,305— $32.47万 新建仓
XLP SELECT SECTOR SPDR TR $33.20万0.06%4,050 4,050— $33.20万 新建仓
IXUS ISHARES TR $33.79万0.06%3,900 3,900— $33.79万 新建仓
XLE SELECT SECTOR SPDR TR $33.91万0.06%5,535 5,535— $33.91万 新建仓
CMCSA COMCAST CORP NEW $34.32万0.06%11,953 -693-5.5% -$1.99万 减仓
PTLC PACER FDS TR $34.32万0.06%6,543 6,543— $34.32万 新建仓
IWR ISHARES TR $35.06万0.06%3,606 3,606— $35.06万 新建仓
CSX CSX CORP $35.09万0.06%8,549 -2,710-24.1% -$11.12万 减仓
IYJ ISHARES TR $35.17万0.06%2,384 2,384— $35.17万 新建仓
NUE NUCOR CORP $35.46万0.06%2,097 2,097— $35.46万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $35.70万0.06%4,688 4,688— $35.70万 新建仓
JCI JOHNSON CONTROLS INTERNATION $35.71万0.06%2,727 2,727— $35.71万 新建仓
PSA PUBLIC STORAGE OPER CO $35.73万0.06%1,319 1,319— $35.73万 新建仓
CTAS CINTAS CORP $35.99万0.06%2,128 2,128— $35.99万 新建仓
ESGV VANGUARD WORLD FD $36.22万0.06%3,226 3,226— $36.22万 新建仓
CRM SALESFORCE INC $36.86万0.07%1,974 1,974— $36.86万 新建仓
XBI SPDR SERIES TRUST $37.07万0.07%2,902 2,902— $37.07万 新建仓
GS GOLDMAN SACHS GROUP INC $37.09万0.07%438 438— $37.09万 新建仓
SYY SYSCO CORP $37.90万0.07%5,313 5,313— $37.90万 新建仓
SCHM SCHWAB STRATEGIC TR $38.06万0.07%12,293 5594.8% $1.73万 加仓
AZN ASTRAZENECA PLC $39.42万0.07%1,999 1,999— $39.42万 新建仓
UPS UNITED PARCEL SVCS INC $39.78万0.07%4,043 4,043— $39.78万 新建仓
EEM ISHARES TR $40.34万0.07%7,104 7,104— $40.34万 新建仓
CTVA CORTEVA INC $41.41万0.07%4,947 4,947— $41.41万 新建仓
IAU ISHARES GOLD TR $41.66万0.07%4,726 4,726— $41.66万 新建仓
C CITIGROUP INC $41.78万0.07%3,684 3,684— $41.78万 新建仓
GPC GENUINE PARTS CO $41.96万0.07%3,968 3,968— $41.96万 新建仓
VV VANGUARD INDEX FDS $42.11万0.07%1,409 1,409— $42.11万 新建仓
SCHW SCHWAB CHARLES CORP $44.15万0.08%4,698 4,698— $44.15万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $45.86万0.08%1,892 1,892— $45.86万 新建仓
PFF ISHARES TR $45.90万0.08%15,137 00.0% — 不变
ALL ALLSTATE CORP $46.07万0.08%2,222 2,222— $46.07万 新建仓
IEFA ISHARES TR $46.88万0.08%5,179 5,179— $46.88万 新建仓
IBB ISHARES TR $47.19万0.08%2,795 2,795— $47.19万 新建仓
AEP AMERICAN ELEC PWR CO INC $47.31万0.08%3,609 3,609— $47.31万 新建仓
TJX TJX COS INC NEW $48.84万0.09%3,058 3,058— $48.84万 新建仓
TXN TEXAS INSTRS INC $49.41万0.09%2,545 2,545— $49.41万 新建仓
WY WEYERHAEUSER CO $50.42万0.09%20,637 130.1% $318 加仓
EPD ENTERPRISE PRODS PARTNERS L $50.73万0.09%13,407 -74-0.5% -$2,800 减仓