13F 机构持仓

KILEY JUERGENS WEALTH MANAGEMENT, LLC

OLYMPIA WA · SEC CIK 0001723223

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.3%
AAPL 6.4%
COST 5.9%
QQQ 5.3%
NVDA 4.8%
AMZN 3.5%
GOOGL 3.4%
BRK/B 3.3%
SCHD 3.1%
AVGO 2.9%

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
CORP PIMCO ETF TR $25.99万0.05%2,685 2,685— $25.99万 新建仓
XYL XYLEM INC $25.87万0.05%2,165 2,165— $25.87万 新建仓
GRMN GARMIN LTD $25.68万0.05%1,107 1,107— $25.68万 新建仓
UNH UNITEDHEALTH GROUP INC $25.30万0.04%935 935— $25.30万 新建仓
KMB KIMBERLY-CLARK CORP $25.03万0.04%2,595 2,595— $25.03万 新建仓
MO ALTRIA GROUP INC $24.84万0.04%3,764 3,764— $24.84万 新建仓
INTF ISHARES TR $24.84万0.04%6,375 6,375— $24.84万 新建仓
CEG CONSTELLATION ENERGY CORP $24.66万0.04%883 883— $24.66万 新建仓
UL UNILEVER PLC $24.56万0.04%4,311 4,311— $24.56万 新建仓
EFG ISHARES TR $24.17万0.04%2,170 2,170— $24.17万 新建仓
— DUPONT DE NEMOURS INC $24.08万0.04%5,257 5,257— $24.08万 新建仓
AMP AMERIPRISE FINL INC $23.82万0.04%536 536— $23.82万 新建仓
SHOP SHOPIFY INC $23.64万0.04%1,993 1,993— $23.64万 新建仓
BP BP PLC $23.58万0.04%5,017 5,017— $23.58万 新建仓
ADI ANALOG DEVICES INC $23.57万0.04%741 741— $23.57万 新建仓
GILD GILEAD SCIENCES INC $23.46万0.04%1,683 1,683— $23.46万 新建仓
COF CAPITAL ONE FINL CORP $23.30万0.04%1,277 1,277— $23.30万 新建仓
FDX FEDEX CORP $23.29万0.04%654 654— $23.29万 新建仓
SOXX ISHARES TR $22.74万0.04%692 692— $22.74万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $22.34万0.04%454 454— $22.34万 新建仓
NEM NEWMONT CORP $22.32万0.04%2,062 2,062— $22.32万 新建仓
AVA AVISTA CORP $22.29万0.04%5,554 5,554— $22.29万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $22.05万0.04%3,636 3,636— $22.05万 新建仓
CCJ CAMECO CORP $21.93万0.04%2,019 2,019— $21.93万 新建仓
TTE TOTALENERGIES SE $21.90万0.04%2,407 2,407— $21.90万 新建仓
TD TORONTO DOMINION BK ONT $21.69万0.04%2,325 2,325— $21.69万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $21.52万0.04%3,023 3,023— $21.52万 新建仓
KR KROGER CO $20.95万0.04%2,896 2,896— $20.95万 新建仓
IJR ISHARES TR $20.88万0.04%1,680 1,680— $20.88万 新建仓
DIA STATE STR SPDR DOW JONES IND $20.38万0.04%440 440— $20.38万 新建仓
SO SOUTHERN CO $20.13万0.04%2,086 2,086— $20.13万 新建仓
KVUE KENVUE INC $18.93万0.03%10,983 -1,025-8.5% -$1.77万 减仓
F FORD MTR CO $15.43万0.03%13,375 -1,985-12.9% -$2.29万 减仓
GNW GENWORTH FINL INC $8.24万0.01%10,150 10,150— $8.24万 新建仓
GAB GABELLI EQUITY TR INC $7.29万0.01%13,021 13,021— $7.29万 新建仓