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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $4,150.55万 | 7.32% | 112,126 | -772 | -0.7% | -$28.58万 | 减仓 |
| AAPL | APPLE INC | $3,624.17万 | 6.39% | 142,802 | -568 | -0.4% | -$14.42万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,342.96万 | 5.90% | 33,549 | -97 | -0.3% | -$9.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,977.34万 | 5.25% | 51,584 | -380 | -0.7% | -$21.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,718.13万 | 4.80% | 155,856 | 180 | 0.1% | $3.14万 | 加仓 |
| AMZN | AMAZON COM INC | $2,009.40万 | 3.55% | 96,481 | 990 | 1.0% | $20.62万 | 加仓 |
| GOOGL | ALPHABET INC | $1,927.11万 | 3.40% | 67,016 | -777 | -1.1% | -$22.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,849.57万 | 3.26% | 38,597 | -1,057 | -2.7% | -$50.65万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,772.65万 | 3.13% | 577,786 | 1,458 | 0.3% | $4.47万 | 加仓 |
| AVGO | BROADCOM INC | $1,627.08万 | 2.87% | 52,570 | -569 | -1.1% | -$17.61万 | 减仓 |
| ILCG | ISHARES TR | $1,363.06万 | 2.41% | 142,759 | -1,123 | -0.8% | -$10.72万 | 减仓 |
| CAT | CATERPILLAR INC | $1,248.03万 | 2.20% | 17,616 | -153 | -0.9% | -$10.84万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,027.38万 | 1.81% | 114,676 | -2,204 | -1.9% | -$19.75万 | 减仓 |
| ILCV | ISHARES TR | $815.83万 | 1.44% | 87,592 | -102 | -0.1% | -$9,500 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $765.75万 | 1.35% | 101,964 | 5,808 | 6.0% | $43.62万 | 加仓 |
| GLD | SPDR GOLD TR | $740.40万 | 1.31% | 17,207 | 240 | 1.4% | $10.33万 | 加仓 |
| GEV | GE VERNOVA INC | $633.99万 | 1.12% | 7,263 | 7,263 | — | $633.99万 | 新建仓 |
| TSLA | TESLA INC | $566.44万 | 1.00% | 15,237 | 249 | 1.7% | $9.26万 | 加仓 |
| LLY | ELI LILLY & CO | $538.16万 | 0.95% | 5,851 | 5,851 | — | $538.16万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $533.92万 | 0.94% | 27,820 | 5,246 | 23.2% | $100.68万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $494.31万 | 0.87% | 25,194 | -1,488 | -5.6% | -$29.19万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $474.42万 | 0.84% | 60,505 | -4,439 | -6.8% | -$34.81万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $473.42万 | 0.84% | 120,067 | -136 | -0.1% | -$5,362 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $467.52万 | 0.82% | 186,262 | 1,426 | 0.8% | $3.58万 | 加仓 |
| GOOG | ALPHABET INC | $458.03万 | 0.81% | 15,967 | -426 | -2.6% | -$12.22万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $455.13万 | 0.80% | 175,051 | -2,396 | -1.4% | -$6.23万 | 减仓 |
| BA | BOEING CO | $443.55万 | 0.78% | 22,285 | 4,359 | 24.3% | $86.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $414.01万 | 0.73% | 14,074 | -218 | -1.5% | -$6.41万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $412.54万 | 0.73% | 19,183 | -232 | -1.2% | -$4.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $382.65万 | 0.68% | 15,654 | -136 | -0.9% | -$3.32万 | 减仓 |
| MCD | MCDONALDS CORP | $333.74万 | 0.59% | 10,738 | -30 | -0.3% | -$9,324 | 减仓 |
| VTI | VANGUARD INDEX FDS | $333.30万 | 0.59% | 10,389 | -55 | -0.5% | -$1.76万 | 减仓 |
| PCAR | PACCAR INC | $323.65万 | 0.57% | 28,022 | -111 | -0.4% | -$1.28万 | 减仓 |
| TLT | ISHARES TR | $318.10万 | 0.56% | 36,693 | 919 | 2.6% | $7.97万 | 加仓 |
| — | EXXON MOBIL CORP | $313.58万 | 0.55% | 18,483 | -132 | -0.7% | -$2.24万 | 减仓 |
| META | META PLATFORMS INC | $311.14万 | 0.55% | 5,438 | 5,438 | — | $311.14万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $304.16万 | 0.54% | 21,058 | -2,606 | -11.0% | -$37.64万 | 减仓 |
| WMT | WALMART INC | $303.88万 | 0.54% | 24,451 | 70 | 0.3% | $8,700 | 加仓 |
| NFLX | NETFLIX INC. | $293.98万 | 0.52% | 30,575 | 313 | 1.0% | $3.01万 | 加仓 |
| ETN | EATON CORP PLC | $289.21万 | 0.51% | 8,086 | 8,086 | — | $289.21万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $277.51万 | 0.49% | 4,267 | 4,267 | — | $277.51万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $277.48万 | 0.49% | 13,411 | -52 | -0.4% | -$1.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $276.79万 | 0.49% | 18,922 | -1,012 | -5.1% | -$14.80万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $270.79万 | 0.48% | 6,936 | 6,936 | — | $270.79万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $270.09万 | 0.48% | 37,549 | 530 | 1.4% | $3.81万 | 加仓 |
| V | VISA INC | $245.49万 | 0.43% | 8,122 | 8,122 | — | $245.49万 | 新建仓 |
| NET | CLOUDFLARE INC | $222.54万 | 0.39% | 10,785 | 10,785 | — | $222.54万 | 新建仓 |
| HD | HOME DEPOT INC | $220.35万 | 0.39% | 6,700 | 6,700 | — | $220.35万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $215.08万 | 0.38% | 9,360 | 9,360 | — | $215.08万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $214.72万 | 0.38% | 86,756 | 3,429 | 4.1% | $8.49万 | 加仓 |
| IWB | ISHARES TR | $203.56万 | 0.36% | 5,709 | 5,709 | — | $203.56万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $195.06万 | 0.34% | 66,962 | 4,803 | 7.7% | $13.99万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $194.12万 | 0.34% | 3,249 | 3,249 | — | $194.12万 | 新建仓 |
| IWM | ISHARES TR | $189.12万 | 0.33% | 7,626 | 7,626 | — | $189.12万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $187.93万 | 0.33% | 29,328 | 2,069 | 7.6% | $13.26万 | 加仓 |
| VO | VANGUARD INDEX FDS | $183.43万 | 0.32% | 6,387 | 6,387 | — | $183.43万 | 新建仓 |
| CSCO | CISCO SYS INC | $179.36万 | 0.32% | 23,116 | 194 | 0.8% | $1.51万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $174.87万 | 0.31% | 75,309 | 10,320 | 15.9% | $23.96万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $173.99万 | 0.31% | 2,879 | 2,879 | — | $173.99万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $173.75万 | 0.31% | 59,750 | 2,844 | 5.0% | $8.27万 | 加仓 |
| INTC | INTEL CORP | $168.87万 | 0.30% | 38,267 | -1,016 | -2.6% | -$4.48万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $165.85万 | 0.29% | 3,797 | 3,797 | — | $165.85万 | 新建仓 |
| — | BOEING CO | $162.36万 | 0.29% | 25,025 | 500 | 2.0% | $3.24万 | 加仓 |
| BAC | BANK AMERICA CORP | $159.19万 | 0.28% | 32,655 | -275 | -0.8% | -$1.34万 | 减仓 |
| ABBV | ABBVIE INC | $158.66万 | 0.28% | 7,295 | 7,295 | — | $158.66万 | 新建仓 |
| UNP | UNION PAC CORP | $153.17万 | 0.27% | 6,313 | 6,313 | — | $153.17万 | 新建仓 |
| MRK | MERCK & CO INC | $153.12万 | 0.27% | 12,729 | 9 | 0.1% | $1,083 | 加仓 |
| URI | UNITED RENTALS INC | $150.81万 | 0.27% | 2,070 | 2,070 | — | $150.81万 | 新建仓 |
| GE | GE AEROSPACE | $146.34万 | 0.26% | 5,157 | 5,157 | — | $146.34万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $143.69万 | 0.25% | 47,112 | -450 | -0.9% | -$1.37万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.25% | 2 | 2 | — | $143.63万 | 新建仓 |
| QCOM | QUALCOMM INC | $140.91万 | 0.25% | 10,942 | -1,206 | -9.9% | -$15.53万 | 减仓 |
| VHT | VANGUARD WORLD FD | $140.05万 | 0.25% | 5,143 | 5,143 | — | $140.05万 | 新建仓 |
| IYW | ISHARES TR | $136.66万 | 0.24% | 7,533 | 7,533 | — | $136.66万 | 新建仓 |
| DE | DEERE & CO | $136.50万 | 0.24% | 2,423 | 2,423 | — | $136.50万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $133.70万 | 0.24% | 40,577 | 1,638 | 4.2% | $5.40万 | 加仓 |
| RTX | RTX CORPORATION | $131.24万 | 0.23% | 6,804 | 6,804 | — | $131.24万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $128.77万 | 0.23% | 3,767 | 3,767 | — | $128.77万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $126.90万 | 0.22% | 3,755 | 3,755 | — | $126.90万 | 新建仓 |
| ORCL | ORACLE CORP | $126.79万 | 0.22% | 8,619 | -2,465 | -22.2% | -$36.26万 | 重新持有 |
| AMGN | AMGEN INC | $125.46万 | 0.22% | 3,566 | 3,566 | — | $125.46万 | 新建仓 |
| — | HONEYWELL INTL INC | $124.25万 | 0.22% | 5,497 | 5,497 | — | $124.25万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $123.76万 | 0.22% | 4,725 | 4,725 | — | $123.76万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $123.64万 | 0.22% | 1,772 | 1,772 | — | $123.64万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $123.21万 | 0.22% | 22,795 | -190 | -0.8% | -$1.03万 | 减仓 |
| SLV | ISHARES SILVER TR | $116.96万 | 0.21% | 17,165 | -1,330 | -7.2% | -$9.06万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.48万 | 0.21% | 5,726 | 5,726 | — | $116.48万 | 新建仓 |
| DHR | DANAHER CORP DEL | $111.70万 | 0.20% | 5,891 | 5,891 | — | $111.70万 | 新建仓 |
| COP | CONOCOPHILLIPS | $105.95万 | 0.19% | 8,027 | 8,027 | — | $105.95万 | 新建仓 |
| TMUS | T-MOBILE US INC | $105.08万 | 0.19% | 5,003 | 5,003 | — | $105.08万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $103.04万 | 0.18% | 7,869 | 7,869 | — | $103.04万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $102.71万 | 0.18% | 40,059 | 7,327 | 22.4% | $18.79万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $96.61万 | 0.17% | 8,536 | 8,536 | — | $96.61万 | 新建仓 |
| IEF | ISHARES TR | $93.92万 | 0.17% | 9,841 | -1,457 | -12.9% | -$13.91万 | 重新持有 |
| IVW | ISHARES TR | $92.68万 | 0.16% | 8,194 | 8,194 | — | $92.68万 | 新建仓 |
| IVE | ISHARES TR | $89.78万 | 0.16% | 4,252 | 4,252 | — | $89.78万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $89.61万 | 0.16% | 11,622 | 155 | 1.4% | $1.20万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $89.23万 | 0.16% | 17,774 | -644 | -3.5% | -$3.23万 | 减仓 |
| T | AT&T INC | $88.62万 | 0.16% | 30,570 | -1,608 | -5.0% | -$4.66万 | 减仓 |
| WFC | WELLS FARGO & CO | $88.59万 | 0.16% | 11,128 | 142 | 1.3% | $1.13万 | 加仓 |