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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $313.58万 | 0.55% | 18,483 | -132 | -0.7% | -$2.24万 | 减仓 |
| TLT | ISHARES TR | $318.10万 | 0.56% | 36,693 | 919 | 2.6% | $7.97万 | 加仓 |
| PCAR | PACCAR INC | $323.65万 | 0.57% | 28,022 | -111 | -0.4% | -$1.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $333.30万 | 0.59% | 10,389 | -55 | -0.5% | -$1.76万 | 减仓 |
| MCD | MCDONALDS CORP | $333.74万 | 0.59% | 10,738 | -30 | -0.3% | -$9,324 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $382.65万 | 0.68% | 15,654 | -136 | -0.9% | -$3.32万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $412.54万 | 0.73% | 19,183 | -232 | -1.2% | -$4.99万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $414.01万 | 0.73% | 14,074 | -218 | -1.5% | -$6.41万 | 减仓 |
| BA | BOEING CO | $443.55万 | 0.78% | 22,285 | 4,359 | 24.3% | $86.76万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $455.13万 | 0.80% | 175,051 | -2,396 | -1.4% | -$6.23万 | 减仓 |
| GOOG | ALPHABET INC | $458.03万 | 0.81% | 15,967 | -426 | -2.6% | -$12.22万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $467.52万 | 0.82% | 186,262 | 1,426 | 0.8% | $3.58万 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $473.42万 | 0.84% | 120,067 | -136 | -0.1% | -$5,362 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $474.42万 | 0.84% | 60,505 | -4,439 | -6.8% | -$34.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $494.31万 | 0.87% | 25,194 | -1,488 | -5.6% | -$29.19万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $533.92万 | 0.94% | 27,820 | 5,246 | 23.2% | $100.68万 | 加仓 |
| LLY | ELI LILLY & CO | $538.16万 | 0.95% | 5,851 | 5,851 | — | $538.16万 | 新建仓 |
| TSLA | TESLA INC | $566.44万 | 1.00% | 15,237 | 249 | 1.7% | $9.26万 | 加仓 |
| GEV | GE VERNOVA INC | $633.99万 | 1.12% | 7,263 | 7,263 | — | $633.99万 | 新建仓 |
| GLD | SPDR GOLD TR | $740.40万 | 1.31% | 17,207 | 240 | 1.4% | $10.33万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $765.75万 | 1.35% | 101,964 | 5,808 | 6.0% | $43.62万 | 加仓 |
| ILCV | ISHARES TR | $815.83万 | 1.44% | 87,592 | -102 | -0.1% | -$9,500 | 减仓 |
| SBUX | STARBUCKS CORP | $1,027.38万 | 1.81% | 114,676 | -2,204 | -1.9% | -$19.75万 | 减仓 |
| CAT | CATERPILLAR INC | $1,248.03万 | 2.20% | 17,616 | -153 | -0.9% | -$10.84万 | 减仓 |
| ILCG | ISHARES TR | $1,363.06万 | 2.41% | 142,759 | -1,123 | -0.8% | -$10.72万 | 减仓 |
| AVGO | BROADCOM INC | $1,627.08万 | 2.87% | 52,570 | -569 | -1.1% | -$17.61万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,772.65万 | 3.13% | 577,786 | 1,458 | 0.3% | $4.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,849.57万 | 3.26% | 38,597 | -1,057 | -2.7% | -$50.65万 | 减仓 |
| GOOGL | ALPHABET INC | $1,927.11万 | 3.40% | 67,016 | -777 | -1.1% | -$22.34万 | 减仓 |
| AMZN | AMAZON COM INC | $2,009.40万 | 3.55% | 96,481 | 990 | 1.0% | $20.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,718.13万 | 4.80% | 155,856 | 180 | 0.1% | $3.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,977.34万 | 5.25% | 51,584 | -380 | -0.7% | -$21.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,342.96万 | 5.90% | 33,549 | -97 | -0.3% | -$9.67万 | 减仓 |
| AAPL | APPLE INC | $3,624.17万 | 6.39% | 142,802 | -568 | -0.4% | -$14.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,150.55万 | 7.32% | 112,126 | -772 | -0.7% | -$28.58万 | 减仓 |