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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $239.90万 | 0.38% | 86,606 | -150 | -0.2% | -$4,155 | 减仓 |
| — | EXXON MOBIL CORP | $248.16万 | 0.39% | 18,151 | -332 | -1.8% | -$4.54万 | 减仓 |
| WMT | WALMART INC | $266.92万 | 0.42% | 23,567 | -884 | -3.6% | -$10.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $268.21万 | 0.42% | 3,710 | -57 | -1.5% | -$4.12万 | 减仓 |
| CSCO | CISCO SYS INC | $272.44万 | 0.43% | 23,194 | 78 | 0.3% | $9,162 | 加仓 |
| V | VISA INC | $274.81万 | 0.43% | 8,010 | -112 | -1.4% | -$3.84万 | 减仓 |
| MCD | MCDONALDS CORP | $274.94万 | 0.43% | 10,171 | -567 | -5.3% | -$15.33万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $285.28万 | 0.45% | 123,338 | 48,029 | 63.8% | $111.09万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $290.49万 | 0.45% | 19,810 | -1,248 | -5.9% | -$18.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $315.90万 | 0.49% | 5,438 | -288 | -5.0% | -$16.73万 | 减仓 |
| TLT | ISHARES TR | $317.70万 | 0.50% | 36,763 | 70 | 0.2% | $6,049 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $319.72万 | 0.50% | 4,281 | 14 | 0.3% | $1.05万 | 加仓 |
| PCAR | PACCAR INC | $321.12万 | 0.50% | 26,733 | -1,289 | -4.6% | -$15.48万 | 减仓 |
| ETN | EATON CORP PLC | $348.74万 | 0.55% | 8,184 | 98 | 1.2% | $4.18万 | 加仓 |
| META | META PLATFORMS INC | $357.36万 | 0.56% | 6,344 | 906 | 16.7% | $51.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $377.81万 | 0.59% | 10,210 | -179 | -1.7% | -$6.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $398.19万 | 0.62% | 15,679 | 25 | 0.2% | $6,349 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $447.53万 | 0.70% | 18,913 | -270 | -1.4% | -$6.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $455.74万 | 0.71% | 13,923 | -151 | -1.1% | -$4.94万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $484.88万 | 0.76% | 62,236 | 1,731 | 2.9% | $13.49万 | 加仓 |
| BA | BOEING CO | $513.52万 | 0.80% | 23,722 | 1,437 | 6.4% | $31.11万 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $518.54万 | 0.81% | 175,064 | 13 | 0.0% | $385 | 加仓 |
| INTC | INTEL CORP | $532.82万 | 0.83% | 38,160 | -107 | -0.3% | -$1.49万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $535.50万 | 0.84% | 119,504 | -563 | -0.5% | -$2.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $538.75万 | 0.84% | 24,721 | -473 | -1.9% | -$10.31万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $545.57万 | 0.85% | 7,149 | 213 | 3.1% | $16.25万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $546.56万 | 0.86% | 188,731 | 2,469 | 1.3% | $7.15万 | 加仓 |
| GOOG | ALPHABET INC | $568.00万 | 0.89% | 16,076 | 109 | 0.7% | $3.85万 | 加仓 |
| GLD | SPDR GOLD TR | $620.68万 | 0.97% | 16,849 | -358 | -2.1% | -$13.19万 | 减仓 |
| TSLA | TESLA INC | $643.94万 | 1.01% | 15,310 | 73 | 0.5% | $3.07万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $665.22万 | 1.04% | 31,265 | 3,445 | 12.4% | $73.30万 | 加仓 |
| LLY | ELI LILLY & CO | $686.52万 | 1.08% | 5,724 | -127 | -2.2% | -$15.23万 | 减仓 |
| GEV | GE VERNOVA INC | $819.00万 | 1.28% | 6,971 | -292 | -4.0% | -$34.31万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $854.96万 | 1.34% | 102,085 | 121 | 0.1% | $1.01万 | 加仓 |
| ILCV | ISHARES TR | $896.06万 | 1.40% | 88,508 | 916 | 1.0% | $9.27万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,162.45万 | 1.82% | 113,754 | -922 | -0.8% | -$9.42万 | 减仓 |
| ILCG | ISHARES TR | $1,658.43万 | 2.60% | 141,722 | -1,037 | -0.7% | -$12.13万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,834.48万 | 2.87% | 578,519 | 733 | 0.1% | $2.32万 | 加仓 |
| CAT | CATERPILLAR INC | $1,835.73万 | 2.87% | 17,239 | -377 | -2.1% | -$40.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,934.21万 | 3.03% | 38,654 | 57 | 0.1% | $2.85万 | 加仓 |
| AVGO | BROADCOM INC | $1,968.79万 | 3.08% | 52,119 | -451 | -0.9% | -$17.04万 | 减仓 |
| AMZN | AMAZON COM INC | $2,260.11万 | 3.54% | 94,827 | -1,654 | -1.7% | -$39.42万 | 减仓 |
| GOOGL | ALPHABET INC | $2,374.82万 | 3.72% | 66,453 | -563 | -0.8% | -$20.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,109.96万 | 4.87% | 155,428 | -428 | -0.3% | -$8.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,119.38万 | 4.88% | 33,346 | -203 | -0.6% | -$18.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,763.46万 | 5.89% | 51,106 | -478 | -0.9% | -$35.20万 | 减仓 |
| AAPL | APPLE INC | $4,070.87万 | 6.38% | 140,685 | -2,117 | -1.5% | -$61.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,227.18万 | 6.62% | 113,323 | 1,197 | 1.1% | $44.65万 | 加仓 |