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
IEF ISHARES TR $93.24万0.15%9,859 180.2% $1,702 加仓
XLF SELECT SECTOR SPDR TR $92.20万0.14%17,198 -103-0.6% -$5,522 减仓
DUK DUKE ENERGY CORP NEW $91.14万0.14%7,200 -669-8.5% -$8.47万 减仓
VYM VANGUARD WHITEHALL FDS $88.28万0.14%5,586 00.0% — 不变
SLV ISHARES SILVER TR $88.00万0.14%16,458 -707-4.1% -$3.78万 减仓
MAR MARRIOTT INTL INC NEW $85.73万0.13%2,313 -50-2.1% -$1.85万 减仓
KO COCA COLA CO $85.68万0.13%10,543 140.1% $1,138 加仓
COP CONOCOPHILLIPS $80.90万0.13%7,782 -245-3.1% -$2.55万 减仓
TMUS T-MOBILE US INC $79.60万0.12%4,746 -257-5.1% -$4.31万 减仓
XLY SELECT SECTOR SPDR TR $79.19万0.12%6,752 00.0% — 不变
IVV ISHARES TR $77.82万0.12%1,039 -3-0.3% -$2,247 减仓
XLV SELECT SECTOR SPDR TR $77.20万0.12%4,866 -85-1.7% -$1.35万 减仓
TXN TEXAS INSTRS INC $76.87万0.12%2,579 341.3% $1.01万 加仓
VOOG VANGUARD ADMIRAL FDS INC $76.64万0.12%9,276 00.0% — 不变
GD GENERAL DYNAMICS CORP $75.28万0.12%2,125 -2-0.1% -$708 减仓
TT TRANE TECHNOLOGIES PLC $73.58万0.12%1,498 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $73.19万0.11%17,287 -487-2.7% -$2.06万 减仓
FNDF SCHWAB STRATEGIC TR $70.35万0.11%13,334 00.0% — 不变
LOW LOWES COS INC $66.57万0.10%3,019 30.1% $661 加仓
DIS DISNEY WALT CO $65.88万0.10%6,844 -340-4.7% -$3.27万 减仓
USFD US FOODS HLDG CORP $63.94万0.10%6,253 -200-3.1% -$2.04万 减仓
ITOT ISHARES TR $63.87万0.10%3,888 220.6% $3,614 加仓
HON HONEYWELL INTL INC $63.41万0.10%2,832 -2,665-48.5% -$59.67万 减仓
T AT&T INC $62.98万0.10%30,426 -144-0.5% -$2,981 减仓
MA MASTERCARD INCORPORATED $62.78万0.10%1,222 -95-7.2% -$4.88万 减仓
PEP PEPSICO INC $62.65万0.10%4,627 -77-1.6% -$1.04万 减仓
HONA HONEYWELL AEROSPACE INC $62.61万0.10%2,832 2,832— $62.61万 新建仓
MMM 3M CO $60.95万0.10%3,764 -28-0.7% -$4,534 减仓
XLI SELECT SECTOR SPDR TR $59.42万0.09%3,208 -12-0.4% -$2,223 减仓
ITW ILLINOIS TOOL WKS INC $58.94万0.09%2,179 -100-4.4% -$2.70万 减仓
NOC NORTHROP GRUMMAN CORP $57.81万0.09%1,135 00.0% — 不变
EMR EMERSON ELEC CO $55.10万0.09%3,849 -46-1.2% -$6,585 减仓
MRSH MARSH & MCLENNAN COS INC $55.00万0.09%3,300 00.0% — 不变
FCX FREEPORT MCMORAN INC $53.33万0.08%8,480 -216-2.5% -$1.36万 减仓
IBB ISHARES TR $53.15万0.08%2,795 00.0% — 不变
ALL ALLSTATE CORP $52.73万0.08%2,216 -6-0.3% -$1,428 减仓
NKE NIKE INC $52.46万0.08%12,779 -509-3.8% -$2.09万 减仓
OKE ONEOK INC NEW $52.22万0.08%6,007 3005.3% $2.61万 加仓
C CITIGROUP INC $51.57万0.08%3,685 10.0% $140 加仓
PFE PFIZER INC $50.47万0.08%20,957 -1,149-5.2% -$2.77万 减仓
ABT ABBOTT LABORATORIES $49.79万0.08%5,487 -248-4.3% -$2.25万 减仓
AEP AMERICAN ELEC PWR CO INC $49.37万0.08%3,609 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $49.27万0.08%13,402 -5-0.0% -$184 减仓
EEM ISHARES TR $48.60万0.08%7,104 00.0% — 不变
IEFA ISHARES TR $47.71万0.07%4,940 -239-4.6% -$2.31万 减仓
SNOW SNOWFLAKE INC $47.29万0.07%1,858 50.3% $1,272 加仓
XBI SPDR SERIES TRUST $46.76万0.07%2,955 531.8% $8,387 加仓
NUE NUCOR CORP $46.71万0.07%2,097 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $46.56万0.07%1,656 -236-12.5% -$6.63万 减仓
PFF ISHARES TR $46.15万0.07%15,137 00.0% — 不变
TJX TJX COS INC NEW $45.78万0.07%3,022 -36-1.2% -$5,454 减仓
SCHM SCHWAB STRATEGIC TR $45.34万0.07%12,297 40.0% $147 加仓
GPC GENUINE PARTS CO $45.27万0.07%3,837 -131-3.3% -$1.55万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $44.83万0.07%5,060 3727.9% $3.30万 加仓
PSA PUBLIC STORAGE $44.69万0.07%1,404 856.4% $2.71万 加仓
GS GOLDMAN SACHS GROUP INC $44.42万0.07%439 10.2% $1,012 加仓
CTVA CORTEVA INC $42.90万0.07%5,065 1182.4% $9,993 加仓
SYY SYSCO CORP $42.79万0.07%5,119 -194-3.7% -$1.62万 减仓
ESGV VANGUARD WORLD FD $42.72万0.07%3,231 50.2% $661 加仓
Q QNITY ELECTRONICS INC $42.61万0.07%2,609 602.4% $9,799 加仓
UPS UNITED PARCEL SVCS INC $41.22万0.06%3,834 -209-5.2% -$2.25万 减仓
WY WEYERHAEUSER CO $40.80万0.06%17,041 -3,596-17.4% -$8.61万 减仓
VV VANGUARD INDEX FDS $40.72万0.06%1,184 -225-16.0% -$7.74万 减仓
CSX CSX CORP $39.93万0.06%8,401 -148-1.7% -$7,034 减仓
IYJ ISHARES TR $39.73万0.06%2,384 00.0% — 不变
IWR ISHARES TR $39.66万0.06%3,595 -11-0.3% -$1,214 减仓
UNH UNITEDHEALTH GROUP INC $39.58万0.06%952 171.8% $7,069 加仓
SCHW SCHWAB CHARLES CORP $39.51万0.06%4,282 -416-8.9% -$3.84万 减仓
ATI ATI INC $39.38万0.06%1,998 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $38.57万0.06%2,640 -87-3.2% -$1.27万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $38.38万0.06%5,951 00.0% — 不变
PTLC PACER FDS TR $38.12万0.06%6,543 00.0% — 不变
XLK SELECT SECTOR SPDR TR $37.99万0.06%1,994 00.0% — 不变
IWY ISHARES TR $37.93万0.06%1,305 00.0% — 不变
AZN ASTRAZENECA PLC $37.28万0.06%1,966 -33-1.7% -$6,257 减仓
IXUS ISHARES TR $37.22万0.06%3,900 00.0% — 不变
USB US BANCORP $37.11万0.06%6,144 40.1% $242 加仓
SOXX ISHARES TR $36.46万0.06%569 -123-17.8% -$7.88万 减仓
IAU ISHARES GOLD TR $36.43万0.06%4,824 982.1% $7,400 加仓
CTAS CINTAS CORP $36.19万0.06%2,128 00.0% — 不变
IWF ISHARES TR $36.11万0.06%2,908 00.0% — 不变
AXP AMERICAN EXPRESS CO $34.77万0.05%1,028 -19-1.8% -$6,427 减仓
COLB COLUMBIA BKG SYS INC $33.86万0.05%10,565 00.0% — 不变
XLP SELECT SECTOR SPDR TR $33.65万0.05%4,051 10.0% $83 加仓
IEMG ISHARES INC $33.35万0.05%4,026 -354-8.1% -$2.93万 减仓
BND VANGUARD BD INDEX FDS $32.91万0.05%4,483 1533.5% $1.12万 加仓
SCHK SCHWAB STRATEGIC TR $32.89万0.05%9,120 380.4% $1,370 加仓
SHW SHERWIN WILLIAMS CO $32.02万0.05%930 576.5% $1.96万 加仓
SPCX SPACE EXPLORATION TECHN CORP $31.85万0.05%1,864 1,864— $31.85万 新建仓
HWM HOWMET AEROSPACE INC $31.73万0.05%1,180 -41-3.4% -$1.10万 减仓
PAYX PAYCHEX INC $31.47万0.05%3,200 00.0% — 不变
BANR BANNER CORP $31.39万0.05%4,724 00.0% — 不变
IGSB ISHARES TR $30.96万0.05%5,907 00.0% — 不变
QDF FLEXSHARES TR $29.92万0.05%3,327 00.0% — 不变
ATO ATMOS ENERGY CORP $29.37万0.05%1,705 00.0% — 不变
VNQ VANGUARD INDEX FDS $29.29万0.05%3,037 -245-7.5% -$2.36万 减仓
ADI ANALOG DEVICES INC $29.27万0.05%737 -4-0.5% -$1,589 减仓
TD TORONTO DOMINION BK ONT $28.23万0.04%2,325 00.0% — 不变
CMCSA COMCAST CORP NEW $27.99万0.04%11,399 -554-4.6% -$1.36万 减仓
AGG ISHARES TR $27.64万0.04%2,792 -137-4.7% -$1.36万 减仓