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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $86.89万 | 0.15% | 8,945 | 8,945 | — | $86.89万 | 新建仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $85.66万 | 0.15% | 24,895 | 1,560 | 6.7% | $5.37万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $85.42万 | 0.15% | 17,301 | 103 | 0.6% | $5,085 | 加仓 |
| NEE | NEXTERA ENERGY INC | $84.69万 | 0.15% | 9,119 | 9,119 | — | $84.69万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $82.73万 | 0.15% | 5,586 | 5,586 | — | $82.73万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $81.41万 | 0.14% | 3,810 | 3,810 | — | $81.41万 | 新建仓 |
| KO | COCA COLA CO | $80.07万 | 0.14% | 10,529 | -89 | -0.8% | -$6,768 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.43万 | 0.14% | 1,135 | 1,135 | — | $77.43万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $77.29万 | 0.14% | 2,363 | 2,363 | — | $77.29万 | 新建仓 |
| IWO | ISHARES TR | $74.75万 | 0.13% | 2,382 | 2,382 | — | $74.75万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $73.58万 | 0.13% | 6,752 | 6,752 | — | $73.58万 | 新建仓 |
| PEP | PEPSICO INC | $73.05万 | 0.13% | 4,704 | 4,704 | — | $73.05万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $73.00万 | 0.13% | 2,127 | 2,127 | — | $73.00万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $72.59万 | 0.13% | 4,951 | 4,951 | — | $72.59万 | 新建仓 |
| LOW | LOWES COS INC | $71.26万 | 0.13% | 3,016 | 3,016 | — | $71.26万 | 新建仓 |
| NKE | NIKE INC | $70.19万 | 0.12% | 13,288 | -477 | -3.5% | -$2.52万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $70.08万 | 0.12% | 4,371 | 4,371 | — | $70.08万 | 新建仓 |
| DIS | DISNEY WALT CO | $69.24万 | 0.12% | 7,184 | 7,184 | — | $69.24万 | 新建仓 |
| IVV | ISHARES TR | $68.08万 | 0.12% | 1,042 | 1,042 | — | $68.08万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $65.81万 | 0.12% | 1,317 | 1,317 | — | $65.81万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $65.24万 | 0.12% | 13,334 | -507 | -3.7% | -$2.48万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $63.03万 | 0.11% | 1,546 | 1,546 | — | $63.03万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $62.43万 | 0.11% | 1,498 | 1,498 | — | $62.43万 | 新建仓 |
| PFE | PFIZER INC | $62.07万 | 0.11% | 22,106 | -2,022 | -8.4% | -$5.68万 | 减仓 |
| USFD | US FOODS HLDG CORP | $59.50万 | 0.10% | 6,453 | 6,453 | — | $59.50万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $59.32万 | 0.10% | 2,279 | 2,279 | — | $59.32万 | 新建仓 |
| GLW | CORNING INC | $59.24万 | 0.10% | 4,357 | 4,357 | — | $59.24万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $58.88万 | 0.10% | 5,735 | 5,735 | — | $58.88万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $57.24万 | 0.10% | 3,300 | 3,300 | — | $57.24万 | 新建仓 |
| MMM | 3M CO | $55.08万 | 0.10% | 3,792 | 3,792 | — | $55.08万 | 新建仓 |
| ITOT | ISHARES TR | $55.06万 | 0.10% | 3,866 | 3,866 | — | $55.06万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $52.08万 | 0.09% | 3,220 | 3,220 | — | $52.08万 | 新建仓 |
| OKE | ONEOK INC NEW | $51.59万 | 0.09% | 5,707 | 5,707 | — | $51.59万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $51.12万 | 0.09% | 8,696 | 8,696 | — | $51.12万 | 新建仓 |
| EMR | EMERSON ELEC CO | $51.03万 | 0.09% | 3,895 | 3,895 | — | $51.03万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.73万 | 0.09% | 13,407 | -74 | -0.5% | -$2,800 | 减仓 |
| WY | WEYERHAEUSER CO | $50.42万 | 0.09% | 20,637 | 13 | 0.1% | $318 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.41万 | 0.09% | 2,545 | 2,545 | — | $49.41万 | 新建仓 |
| TJX | TJX COS INC NEW | $48.84万 | 0.09% | 3,058 | 3,058 | — | $48.84万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $47.31万 | 0.08% | 3,609 | 3,609 | — | $47.31万 | 新建仓 |
| IBB | ISHARES TR | $47.19万 | 0.08% | 2,795 | 2,795 | — | $47.19万 | 新建仓 |
| IEFA | ISHARES TR | $46.88万 | 0.08% | 5,179 | 5,179 | — | $46.88万 | 新建仓 |
| ALL | ALLSTATE CORP | $46.07万 | 0.08% | 2,222 | 2,222 | — | $46.07万 | 新建仓 |
| PFF | ISHARES TR | $45.90万 | 0.08% | 15,137 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.86万 | 0.08% | 1,892 | 1,892 | — | $45.86万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $44.15万 | 0.08% | 4,698 | 4,698 | — | $44.15万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $42.11万 | 0.07% | 1,409 | 1,409 | — | $42.11万 | 新建仓 |
| GPC | GENUINE PARTS CO | $41.96万 | 0.07% | 3,968 | 3,968 | — | $41.96万 | 新建仓 |
| C | CITIGROUP INC | $41.78万 | 0.07% | 3,684 | 3,684 | — | $41.78万 | 新建仓 |
| IAU | ISHARES GOLD TR | $41.66万 | 0.07% | 4,726 | 4,726 | — | $41.66万 | 新建仓 |
| CTVA | CORTEVA INC | $41.41万 | 0.07% | 4,947 | 4,947 | — | $41.41万 | 新建仓 |
| EEM | ISHARES TR | $40.34万 | 0.07% | 7,104 | 7,104 | — | $40.34万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $39.78万 | 0.07% | 4,043 | 4,043 | — | $39.78万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $39.42万 | 0.07% | 1,999 | 1,999 | — | $39.42万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $38.06万 | 0.07% | 12,293 | 559 | 4.8% | $1.73万 | 加仓 |
| SYY | SYSCO CORP | $37.90万 | 0.07% | 5,313 | 5,313 | — | $37.90万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.09万 | 0.07% | 438 | 438 | — | $37.09万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $37.07万 | 0.07% | 2,902 | 2,902 | — | $37.07万 | 新建仓 |
| CRM | SALESFORCE INC | $36.86万 | 0.07% | 1,974 | 1,974 | — | $36.86万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $36.22万 | 0.06% | 3,226 | 3,226 | — | $36.22万 | 新建仓 |
| CTAS | CINTAS CORP | $35.99万 | 0.06% | 2,128 | 2,128 | — | $35.99万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $35.73万 | 0.06% | 1,319 | 1,319 | — | $35.73万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.71万 | 0.06% | 2,727 | 2,727 | — | $35.71万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $35.70万 | 0.06% | 4,688 | 4,688 | — | $35.70万 | 新建仓 |
| NUE | NUCOR CORP | $35.46万 | 0.06% | 2,097 | 2,097 | — | $35.46万 | 新建仓 |
| IYJ | ISHARES TR | $35.17万 | 0.06% | 2,384 | 2,384 | — | $35.17万 | 新建仓 |
| CSX | CSX CORP | $35.09万 | 0.06% | 8,549 | -2,710 | -24.1% | -$11.12万 | 减仓 |
| IWR | ISHARES TR | $35.06万 | 0.06% | 3,606 | 3,606 | — | $35.06万 | 新建仓 |
| PTLC | PACER FDS TR | $34.32万 | 0.06% | 6,543 | 6,543 | — | $34.32万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $34.32万 | 0.06% | 11,953 | -693 | -5.5% | -$1.99万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $33.91万 | 0.06% | 5,535 | 5,535 | — | $33.91万 | 新建仓 |
| IXUS | ISHARES TR | $33.79万 | 0.06% | 3,900 | 3,900 | — | $33.79万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $33.20万 | 0.06% | 4,050 | 4,050 | — | $33.20万 | 新建仓 |
| IWY | ISHARES TR | $32.47万 | 0.06% | 1,305 | 1,305 | — | $32.47万 | 新建仓 |
| USB | US BANCORP | $31.93万 | 0.06% | 6,140 | 6,140 | — | $31.93万 | 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 |
| BND | VANGUARD BD INDEX FDS | $31.89万 | 0.06% | 4,330 | 4,330 | — | $31.89万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $31.67万 | 0.06% | 1,047 | 1,047 | — | $31.67万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $31.49万 | 0.06% | 1,705 | 1,705 | — | $31.49万 | 新建仓 |
| IGSB | ISHARES TR | $31.05万 | 0.05% | 5,907 | 5,907 | — | $31.05万 | 新建仓 |
| IWF | ISHARES TR | $31.00万 | 0.05% | 727 | 727 | — | $31.00万 | 新建仓 |
| IEMG | ISHARES INC | $30.55万 | 0.05% | 4,380 | 4,380 | — | $30.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $30.14万 | 0.05% | 892 | 892 | — | $30.14万 | 新建仓 |
| PAYX | PAYCHEX INC | $29.48万 | 0.05% | 3,200 | 3,200 | — | $29.48万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $29.41万 | 0.05% | 2,549 | 2,549 | — | $29.41万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $29.11万 | 0.05% | 3,282 | 3,282 | — | $29.11万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $29.10万 | 0.05% | 1,392 | 1,392 | — | $29.10万 | 新建仓 |
| AGG | ISHARES TR | $29.07万 | 0.05% | 2,929 | 2,929 | — | $29.07万 | 新建仓 |
| ATI | ATI INC | $29.06万 | 0.05% | 1,998 | 1,998 | — | $29.06万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $28.98万 | 0.05% | 10,565 | -1,300 | -11.0% | -$3.57万 | 减仓 |
| BANR | BANNER CORP | $28.67万 | 0.05% | 4,724 | 4,724 | — | $28.67万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $28.45万 | 0.05% | 9,082 | 9,082 | — | $28.45万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $28.14万 | 0.05% | 1,221 | 1,221 | — | $28.14万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $27.98万 | 0.05% | 873 | 873 | — | $27.98万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $27.95万 | 0.05% | 1,853 | 1,853 | — | $27.95万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $26.93万 | 0.05% | 5,951 | 5,951 | — | $26.93万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $26.50万 | 0.05% | 1,994 | 1,994 | — | $26.50万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $26.44万 | 0.05% | 4,000 | 4,000 | — | $26.44万 | 新建仓 |
| TGT | TARGET CORP | $26.43万 | 0.05% | 2,181 | 2,181 | — | $26.43万 | 新建仓 |
| QDF | FLEXSHARES TR | $26.31万 | 0.05% | 3,327 | 3,327 | — | $26.31万 | 新建仓 |