KILEY JUERGENS WEALTH MANAGEMENT, LLC
OLYMPIA WA · SEC CIK 0001723223
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $51.03万 | 0.09% | 3,895 | 3,895 | — | $51.03万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $51.12万 | 0.09% | 8,696 | 8,696 | — | $51.12万 | 新建仓 |
| OKE | ONEOK INC NEW | $51.59万 | 0.09% | 5,707 | 5,707 | — | $51.59万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $52.08万 | 0.09% | 3,220 | 3,220 | — | $52.08万 | 新建仓 |
| ITOT | ISHARES TR | $55.06万 | 0.10% | 3,866 | 3,866 | — | $55.06万 | 新建仓 |
| MMM | 3M CO | $55.08万 | 0.10% | 3,792 | 3,792 | — | $55.08万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $57.24万 | 0.10% | 3,300 | 3,300 | — | $57.24万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $58.88万 | 0.10% | 5,735 | 5,735 | — | $58.88万 | 新建仓 |
| GLW | CORNING INC | $59.24万 | 0.10% | 4,357 | 4,357 | — | $59.24万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $59.32万 | 0.10% | 2,279 | 2,279 | — | $59.32万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $59.50万 | 0.10% | 6,453 | 6,453 | — | $59.50万 | 新建仓 |
| PFE | PFIZER INC | $62.07万 | 0.11% | 22,106 | -2,022 | -8.4% | -$5.68万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.43万 | 0.11% | 1,498 | 1,498 | — | $62.43万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $63.03万 | 0.11% | 1,546 | 1,546 | — | $63.03万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $65.24万 | 0.12% | 13,334 | -507 | -3.7% | -$2.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $65.81万 | 0.12% | 1,317 | 1,317 | — | $65.81万 | 新建仓 |
| IVV | ISHARES TR | $68.08万 | 0.12% | 1,042 | 1,042 | — | $68.08万 | 新建仓 |
| DIS | DISNEY WALT CO | $69.24万 | 0.12% | 7,184 | 7,184 | — | $69.24万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $70.08万 | 0.12% | 4,371 | 4,371 | — | $70.08万 | 新建仓 |
| NKE | NIKE INC | $70.19万 | 0.12% | 13,288 | -477 | -3.5% | -$2.52万 | 减仓 |
| LOW | LOWES COS INC | $71.26万 | 0.13% | 3,016 | 3,016 | — | $71.26万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $72.59万 | 0.13% | 4,951 | 4,951 | — | $72.59万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $73.00万 | 0.13% | 2,127 | 2,127 | — | $73.00万 | 新建仓 |
| PEP | PEPSICO INC | $73.05万 | 0.13% | 4,704 | 4,704 | — | $73.05万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $73.58万 | 0.13% | 6,752 | 6,752 | — | $73.58万 | 新建仓 |
| IWO | ISHARES TR | $74.75万 | 0.13% | 2,382 | 2,382 | — | $74.75万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $77.29万 | 0.14% | 2,363 | 2,363 | — | $77.29万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.43万 | 0.14% | 1,135 | 1,135 | — | $77.43万 | 新建仓 |
| KO | COCA COLA CO | $80.07万 | 0.14% | 10,529 | -89 | -0.8% | -$6,768 | 减仓 |
| LRCX | LAM RESEARCH CORP | $81.41万 | 0.14% | 3,810 | 3,810 | — | $81.41万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $82.73万 | 0.15% | 5,586 | 5,586 | — | $82.73万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $84.69万 | 0.15% | 9,119 | 9,119 | — | $84.69万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $85.42万 | 0.15% | 17,301 | 103 | 0.6% | $5,085 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $85.66万 | 0.15% | 24,895 | 1,560 | 6.7% | $5.37万 | 加仓 |
| EFA | ISHARES TR | $86.89万 | 0.15% | 8,945 | 8,945 | — | $86.89万 | 新建仓 |
| WFC | WELLS FARGO & CO | $88.59万 | 0.16% | 11,128 | 142 | 1.3% | $1.13万 | 加仓 |
| T | AT&T INC | $88.62万 | 0.16% | 30,570 | -1,608 | -5.0% | -$4.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.23万 | 0.16% | 17,774 | -644 | -3.5% | -$3.23万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $89.61万 | 0.16% | 11,622 | 155 | 1.4% | $1.20万 | 加仓 |
| IVE | ISHARES TR | $89.78万 | 0.16% | 4,252 | 4,252 | — | $89.78万 | 新建仓 |
| IVW | ISHARES TR | $92.68万 | 0.16% | 8,194 | 8,194 | — | $92.68万 | 新建仓 |
| IEF | ISHARES TR | $93.92万 | 0.17% | 9,841 | -1,457 | -12.9% | -$13.91万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $96.61万 | 0.17% | 8,536 | 8,536 | — | $96.61万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $102.71万 | 0.18% | 40,059 | 7,327 | 22.4% | $18.79万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $103.04万 | 0.18% | 7,869 | 7,869 | — | $103.04万 | 新建仓 |
| TMUS | T-MOBILE US INC | $105.08万 | 0.19% | 5,003 | 5,003 | — | $105.08万 | 新建仓 |
| COP | CONOCOPHILLIPS | $105.95万 | 0.19% | 8,027 | 8,027 | — | $105.95万 | 新建仓 |
| DHR | DANAHER CORP DEL | $111.70万 | 0.20% | 5,891 | 5,891 | — | $111.70万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.48万 | 0.21% | 5,726 | 5,726 | — | $116.48万 | 新建仓 |
| SLV | ISHARES SILVER TR | $116.96万 | 0.21% | 17,165 | -1,330 | -7.2% | -$9.06万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $123.21万 | 0.22% | 22,795 | -190 | -0.8% | -$1.03万 | 减仓 |
| VGT | VANGUARD WORLD FD | $123.64万 | 0.22% | 1,772 | 1,772 | — | $123.64万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $123.76万 | 0.22% | 4,725 | 4,725 | — | $123.76万 | 新建仓 |
| — | HONEYWELL INTL INC | $124.25万 | 0.22% | 5,497 | 5,497 | — | $124.25万 | 新建仓 |
| AMGN | AMGEN INC | $125.46万 | 0.22% | 3,566 | 3,566 | — | $125.46万 | 新建仓 |
| ORCL | ORACLE CORP | $126.79万 | 0.22% | 8,619 | -2,465 | -22.2% | -$36.26万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.90万 | 0.22% | 3,755 | 3,755 | — | $126.90万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $128.77万 | 0.23% | 3,767 | 3,767 | — | $128.77万 | 新建仓 |
| RTX | RTX CORPORATION | $131.24万 | 0.23% | 6,804 | 6,804 | — | $131.24万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $133.70万 | 0.24% | 40,577 | 1,638 | 4.2% | $5.40万 | 加仓 |
| DE | DEERE & CO | $136.50万 | 0.24% | 2,423 | 2,423 | — | $136.50万 | 新建仓 |
| IYW | ISHARES TR | $136.66万 | 0.24% | 7,533 | 7,533 | — | $136.66万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $140.05万 | 0.25% | 5,143 | 5,143 | — | $140.05万 | 新建仓 |
| QCOM | QUALCOMM INC | $140.91万 | 0.25% | 10,942 | -1,206 | -9.9% | -$15.53万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.25% | 2 | 2 | — | $143.63万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $143.69万 | 0.25% | 47,112 | -450 | -0.9% | -$1.37万 | 减仓 |
| GE | GE AEROSPACE | $146.34万 | 0.26% | 5,157 | 5,157 | — | $146.34万 | 新建仓 |
| URI | UNITED RENTALS INC | $150.81万 | 0.27% | 2,070 | 2,070 | — | $150.81万 | 新建仓 |
| MRK | MERCK & CO INC | $153.12万 | 0.27% | 12,729 | 9 | 0.1% | $1,083 | 加仓 |
| UNP | UNION PAC CORP | $153.17万 | 0.27% | 6,313 | 6,313 | — | $153.17万 | 新建仓 |
| ABBV | ABBVIE INC | $158.66万 | 0.28% | 7,295 | 7,295 | — | $158.66万 | 新建仓 |
| BAC | BANK AMERICA CORP | $159.19万 | 0.28% | 32,655 | -275 | -0.8% | -$1.34万 | 减仓 |
| — | BOEING CO | $162.36万 | 0.29% | 25,025 | 500 | 2.0% | $3.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $165.85万 | 0.29% | 3,797 | 3,797 | — | $165.85万 | 新建仓 |
| INTC | INTEL CORP | $168.87万 | 0.30% | 38,267 | -1,016 | -2.6% | -$4.48万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $173.75万 | 0.31% | 59,750 | 2,844 | 5.0% | $8.27万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $173.99万 | 0.31% | 2,879 | 2,879 | — | $173.99万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $174.87万 | 0.31% | 75,309 | 10,320 | 15.9% | $23.96万 | 加仓 |
| CSCO | CISCO SYS INC | $179.36万 | 0.32% | 23,116 | 194 | 0.8% | $1.51万 | 加仓 |
| VO | VANGUARD INDEX FDS | $183.43万 | 0.32% | 6,387 | 6,387 | — | $183.43万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $187.93万 | 0.33% | 29,328 | 2,069 | 7.6% | $13.26万 | 加仓 |
| IWM | ISHARES TR | $189.12万 | 0.33% | 7,626 | 7,626 | — | $189.12万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $194.12万 | 0.34% | 3,249 | 3,249 | — | $194.12万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $195.06万 | 0.34% | 66,962 | 4,803 | 7.7% | $13.99万 | 加仓 |
| IWB | ISHARES TR | $203.56万 | 0.36% | 5,709 | 5,709 | — | $203.56万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $214.72万 | 0.38% | 86,756 | 3,429 | 4.1% | $8.49万 | 加仓 |
| WM | WASTE MGMT INC DEL | $215.08万 | 0.38% | 9,360 | 9,360 | — | $215.08万 | 新建仓 |
| HD | HOME DEPOT INC | $220.35万 | 0.39% | 6,700 | 6,700 | — | $220.35万 | 新建仓 |
| NET | CLOUDFLARE INC | $222.54万 | 0.39% | 10,785 | 10,785 | — | $222.54万 | 新建仓 |
| V | VISA INC | $245.49万 | 0.43% | 8,122 | 8,122 | — | $245.49万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $270.09万 | 0.48% | 37,549 | 530 | 1.4% | $3.81万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $270.79万 | 0.48% | 6,936 | 6,936 | — | $270.79万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $276.79万 | 0.49% | 18,922 | -1,012 | -5.1% | -$14.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $277.48万 | 0.49% | 13,411 | -52 | -0.4% | -$1.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $277.51万 | 0.49% | 4,267 | 4,267 | — | $277.51万 | 新建仓 |
| ETN | EATON CORP PLC | $289.21万 | 0.51% | 8,086 | 8,086 | — | $289.21万 | 新建仓 |
| NFLX | NETFLIX INC. | $293.98万 | 0.52% | 30,575 | 313 | 1.0% | $3.01万 | 加仓 |
| WMT | WALMART INC | $303.88万 | 0.54% | 24,451 | 70 | 0.3% | $8,700 | 加仓 |
| PG | PROCTER & GAMBLE CO | $304.16万 | 0.54% | 21,058 | -2,606 | -11.0% | -$37.64万 | 减仓 |
| META | META PLATFORMS INC | $311.14万 | 0.55% | 5,438 | 5,438 | — | $311.14万 | 新建仓 |