13F 机构持仓

KILEY JUERGENS WEALTH MANAGEMENT, LLC

OLYMPIA WA · SEC CIK 0001723223

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.6%
AAPL 6.4%
QQQ 5.9%
COST 4.9%
NVDA 4.9%
GOOGL 3.7%
AMZN 3.5%
AVGO 3.1%
BRK/B 3.0%
CAT 2.9%

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
BP BP PLC $00.00%0 -5,017-100.0% -$23.58万 清仓
NEM NEWMONT CORP $00.00%0 -2,062-100.0% -$22.32万 清仓
TTE TOTALENERGIES SE $00.00%0 -2,407-100.0% -$21.90万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -3,023-100.0% -$21.52万 清仓
KR KROGER CO $00.00%0 -2,896-100.0% -$20.95万 清仓
SO SOUTHERN CO $00.00%0 -2,086-100.0% -$20.13万 清仓
KVUE KENVUE INC $00.00%0 -10,983-100.0% -$18.93万 清仓
GAB GABELLI EQUITY TR INC $7.57万0.01%13,369 3482.7% $1,970 加仓
GNW GENWORTH FINL INC $9.61万0.02%10,150 00.0% — 不变
F FORD MTR CO $18.61万0.03%13,386 110.1% $153 加仓
ADM ARCHER DANIELS MIDLAND CO $20.01万0.03%2,619 2,619— $20.01万 新建仓
VBK VANGUARD INDEX FDS $20.29万0.03%555 555— $20.29万 新建仓
GILD GILEAD SCIENCES INC $20.47万0.03%1,620 -63-3.7% -$7,959 减仓
SHOP SHOPIFY INC $20.47万0.03%1,793 -200-10.0% -$2.28万 减仓
FDX FEDEX CORP $20.49万0.03%654 00.0% — 不变
— DIMENSIONAL ETF TRUST $20.50万0.03%2,490 2,490— $20.50万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $20.52万0.03%3,561 -75-2.1% -$4,321 减仓
CCJ CAMECO CORP $20.57万0.03%2,019 00.0% — 不变
HDV ISHARES TR $20.69万0.03%7,550 7,550— $20.69万 新建仓
BEP BROOKFIELD RENEWABLE ENERGY $20.84万0.03%6,000 6,000— $20.84万 新建仓
CMI CUMMINS INC $21.04万0.03%295 295— $21.04万 新建仓
SU SUNCOR ENERGY INC NEW $21.47万0.03%4,000 00.0% — 不变
IUSG ISHARES TR $21.65万0.03%1,151 1,151— $21.65万 新建仓
INDA ISHARES TR $22.15万0.03%4,484 4,484— $22.15万 新建仓
CEG CONSTELLATION ENERGY CORP $22.18万0.03%893 101.1% $2,484 加仓
FEGE RBB FUND TRUST $22.56万0.04%4,611 4,611— $22.56万 新建仓
MRVL MARVELL TECHNOLOGY INC $22.73万0.04%763 763— $22.73万 新建仓
AVA AVISTA CORP $22.77万0.04%5,567 130.2% $532 加仓
DIA STATE STR SPDR DOW JONES IND $22.99万0.04%440 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $23.04万0.04%460 61.3% $3,005 加仓
DD DUPONT DE NEMOURS INC $23.26万0.04%1,715 -3,542-67.4% -$48.04万 减仓
XLE SELECT SECTOR SPDR TR $23.79万0.04%4,478 -1,057-19.1% -$5.61万 减仓
AMP AMERIPRISE FINL INC $24.59万0.04%536 00.0% — 不变
IJR ISHARES TR $25.18万0.04%1,698 181.1% $2,670 加仓
XYL XYLEM INC $25.46万0.04%2,154 -11-0.5% -$1,300 减仓
UL UNILEVER PLC $25.65万0.04%4,267 -44-1.0% -$2,645 减仓
EFG ISHARES TR $25.72万0.04%2,067 -103-4.7% -$1.28万 减仓
CORP PIMCO ETF TR $26.02万0.04%2,685 00.0% — 不变
INTF ISHARES TR $26.11万0.04%6,375 00.0% — 不变
GRMN GARMIN LTD $26.30万0.04%1,107 00.0% — 不变
COF CAPITAL ONE FINL CORP $26.34万0.04%1,313 362.8% $7,222 加仓
TGT TARGET CORP $26.36万0.04%2,018 -163-7.5% -$2.13万 减仓
KMB KIMBERLY-CLARK CORP $26.78万0.04%2,440 -155-6.0% -$1.70万 减仓
CRM SALESFORCE INC $26.83万0.04%1,712 -262-13.3% -$4.11万 减仓
TEL TE CONNECTIVITY PLC $26.96万0.04%1,337 -55-4.0% -$1.11万 减仓
MO ALTRIA GROUP INC $27.15万0.04%3,773 90.2% $648 加仓
KMI KINDER MORGAN INC DEL $27.37万0.04%8,560 -956-10.0% -$3.06万 减仓
SMH VANECK ETF TRUST $27.42万0.04%418 418— $27.42万 新建仓
AGG ISHARES TR $27.64万0.04%2,792 -137-4.7% -$1.36万 减仓
CMCSA COMCAST CORP NEW $27.99万0.04%11,399 -554-4.6% -$1.36万 减仓
TD TORONTO DOMINION BK ONT $28.23万0.04%2,325 00.0% — 不变
ADI ANALOG DEVICES INC $29.27万0.05%737 -4-0.5% -$1,589 减仓
VNQ VANGUARD INDEX FDS $29.29万0.05%3,037 -245-7.5% -$2.36万 减仓
ATO ATMOS ENERGY CORP $29.37万0.05%1,705 00.0% — 不变
QDF FLEXSHARES TR $29.92万0.05%3,327 00.0% — 不变
IGSB ISHARES TR $30.96万0.05%5,907 00.0% — 不变
BANR BANNER CORP $31.39万0.05%4,724 00.0% — 不变
PAYX PAYCHEX INC $31.47万0.05%3,200 00.0% — 不变
HWM HOWMET AEROSPACE INC $31.73万0.05%1,180 -41-3.4% -$1.10万 减仓
SPCX SPACE EXPLORATION TECHN CORP $31.85万0.05%1,864 1,864— $31.85万 新建仓
SHW SHERWIN WILLIAMS CO $32.02万0.05%930 576.5% $1.96万 加仓
SCHK SCHWAB STRATEGIC TR $32.89万0.05%9,120 380.4% $1,370 加仓
BND VANGUARD BD INDEX FDS $32.91万0.05%4,483 1533.5% $1.12万 加仓
IEMG ISHARES INC $33.35万0.05%4,026 -354-8.1% -$2.93万 减仓
XLP SELECT SECTOR SPDR TR $33.65万0.05%4,051 10.0% $83 加仓
COLB COLUMBIA BKG SYS INC $33.86万0.05%10,565 00.0% — 不变
AXP AMERICAN EXPRESS CO $34.77万0.05%1,028 -19-1.8% -$6,427 减仓
IWF ISHARES TR $36.11万0.06%2,908 00.0% — 不变
CTAS CINTAS CORP $36.19万0.06%2,128 00.0% — 不变
IAU ISHARES GOLD TR $36.43万0.06%4,824 982.1% $7,400 加仓
SOXX ISHARES TR $36.46万0.06%569 -123-17.8% -$7.88万 减仓
USB US BANCORP $37.11万0.06%6,144 40.1% $242 加仓
IXUS ISHARES TR $37.22万0.06%3,900 00.0% — 不变
AZN ASTRAZENECA PLC $37.28万0.06%1,966 -33-1.7% -$6,257 减仓
IWY ISHARES TR $37.93万0.06%1,305 00.0% — 不变
XLK SELECT SECTOR SPDR TR $37.99万0.06%1,994 00.0% — 不变
PTLC PACER FDS TR $38.12万0.06%6,543 00.0% — 不变
RSPT INVESCO EXCHANGE TRADED FD T $38.38万0.06%5,951 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $38.57万0.06%2,640 -87-3.2% -$1.27万 减仓
ATI ATI INC $39.38万0.06%1,998 00.0% — 不变
SCHW SCHWAB CHARLES CORP $39.51万0.06%4,282 -416-8.9% -$3.84万 减仓
UNH UNITEDHEALTH GROUP INC $39.58万0.06%952 171.8% $7,069 加仓
IWR ISHARES TR $39.66万0.06%3,595 -11-0.3% -$1,214 减仓
IYJ ISHARES TR $39.73万0.06%2,384 00.0% — 不变
CSX CSX CORP $39.93万0.06%8,401 -148-1.7% -$7,034 减仓
VV VANGUARD INDEX FDS $40.72万0.06%1,184 -225-16.0% -$7.74万 减仓
WY WEYERHAEUSER CO $40.80万0.06%17,041 -3,596-17.4% -$8.61万 减仓
UPS UNITED PARCEL SVCS INC $41.22万0.06%3,834 -209-5.2% -$2.25万 减仓
Q QNITY ELECTRONICS INC $42.61万0.07%2,609 602.4% $9,799 加仓
ESGV VANGUARD WORLD FD $42.72万0.07%3,231 50.2% $661 加仓
SYY SYSCO CORP $42.79万0.07%5,119 -194-3.7% -$1.62万 减仓
CTVA CORTEVA INC $42.90万0.07%5,065 1182.4% $9,993 加仓
GS GOLDMAN SACHS GROUP INC $44.42万0.07%439 10.2% $1,012 加仓
PSA PUBLIC STORAGE $44.69万0.07%1,404 856.4% $2.71万 加仓
SOLS SOLSTICE ADVANCED MATLS INC $44.83万0.07%5,060 3727.9% $3.30万 加仓
GPC GENUINE PARTS CO $45.27万0.07%3,837 -131-3.3% -$1.55万 减仓
SCHM SCHWAB STRATEGIC TR $45.34万0.07%12,297 40.0% $147 加仓
TJX TJX COS INC NEW $45.78万0.07%3,022 -36-1.2% -$5,454 减仓
PFF ISHARES TR $46.15万0.07%15,137 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $46.56万0.07%1,656 -236-12.5% -$6.63万 减仓