KILEY JUERGENS WEALTH MANAGEMENT, LLC
CIK 1723223 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $638.6M
- 持仓
- 241
- 截至
- 2026年6月30日
按 13F 价值排名第 3239（共 9443） · 前 34.3%
投资组合价值同比（季度）：+12.7% 13F不披露现金
- 前十大持仓权重
- 44.89%
- 前二十五大持仓权重
- 64.58%
- 持仓高于 1%
- 19
- 有效持仓数量
- 37.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.86% 估计买入 $14885145 · 卖出 $11188693
中位数持有期：2.0 季度 跟踪时间 Q4 2024–Q2 2026 · 94.9% 仍持有
- 新仓位
- 15
- 增加
- 76
- 减少
- 109
- 已结清
- 9
本页内容
行业细分
Technology
26.1%
Retail
9.6%
Industrials
9.6%
Communication Services
5.7%
Consumer Discretionary
3.6%
Financials
3.2%
Healthcare
3.0%
Energy
1.1%
Financial Services
0.8%
Utilities
0.7%
Consumer products
0.6%
Communications
0.4%
Consumer Staples
0.3%
Telecommunication
0.3%
Materials
0.3%
Real Estate
0.1%
Logistics & Transportation
0.1%
其他/未映射
34.5%
完整投资组合 241 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $42271838 | 6.62% | 113323 | $766332 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $40708723 | 6.38% | 140685 | $4466983 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $37634645 | 5.89% | 51106 | $7861246 | 下跌 ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $31193793 | 4.88% | 33346 | $-2235769 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $31099578 | 4.87% | 155428 | $3918240 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $23748151 | 3.72% | 66453 | $4477023 | 下跌 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $22601101 | 3.54% | 94827 | $2507102 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $19687853 | 3.08% | 52119 | $3417029 | 下跌 ×5 | ||
| BRKB | $19342075 | 3.03% | 38654 | $846393 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $18357329 | 2.87% | 17239 | $5877021 | 下跌 ×6 | ||
| SCHD | $18344846 | 2.87% | 578519 | $618365 | 上涨 ×3 | ||
| ILCG | $16584297 | 2.60% | 141722 | $2953694 | 下跌 ×5 | ||
| SBUX Starbucks Corporation - Common Stock | $11624504 | 1.82% | 113754 | $1350654 | 下跌 ×4 | ||
| ILCV | $8960581 | 1.40% | 88508 | $802271 | 上涨 ×1 | ||
| VEU | $8549613 | 1.34% | 102085 | $892125 | 上涨 ×6 | ||
| GEV GE Vernova Inc. Common Stock | $8190036 | 1.28% | 6971 | $1850160 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $6865160 | 1.08% | 5724 | $1483559 | 下跌 ×1 | ||
| RSP | $6652244 | 1.04% | 31265 | $1313092 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $6439417 | 1.01% | 15310 | $775034 | 上涨 ×2 | ||
| GLD | $6206835 | 0.97% | 16849 | $-1197165 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $5680041 | 0.89% | 16076 | $1099737 | 上涨 ×1 | ||
| SCHB | $5465642 | 0.86% | 188731 | $790456 | 上涨 ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $5455688 | 0.85% | 7149 | $2747804 | 上涨 ×1 | ||
| VTV | $5387505 | 0.84% | 24721 | $444426 | 下跌 ×4 | ||
| TSBK Timberland Bancorp, Inc. - Common Stock | $5354956 | 0.84% | 119504 | $620733 | 下跌 ×4 | ||
| INTC Intel Corporation - Common Stock | $5328249 | 0.83% | 38160 | $3639517 | 下跌 ×6 | ||
| HFWA Heritage Financial Corporation - Common Stock | $5185400 | 0.81% | 175064 | $634062 | 上涨 ×1 | ||
| BA Boeing Company (The) Common Stock | $5135176 | 0.80% | 23722 | $699723 | 上涨 ×5 | ||
| BSV | $4848840 | 0.76% | 62236 | $104621 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4557381 | 0.71% | 13923 | $417294 | 下跌 ×2 | ||
| VIG | $4475285 | 0.70% | 18913 | $349871 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3981890 | 0.62% | 15679 | $155433 | 上涨 ×1 | ||
| VTI | $3778111 | 0.59% | 10210 | $445141 | 下跌 ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3573647 | 0.56% | 6344 | $462239 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $3487366 | 0.55% | 8184 | $595246 | 上涨 ×1 | ||
| PCAR PACCAR Inc. - Common Stock | $3211202 | 0.50% | 26733 | $-25329 | 下跌 ×4 | ||
| SPY SPY | $3197213 | 0.50% | 4281 | $422106 | 上涨 ×1 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $3177019 | 0.50% | 36763 | $-3933 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3158989 | 0.49% | 5438 | $1994149 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2904922 | 0.45% | 19810 | $-136681 | 下跌 ×2 | ||
| SCHZ | $2852808 | 0.45% | 123338 | $1104133 | 上涨 ×6 | ||
| MCD McDonald's Corporation Common Stock | $2749431 | 0.43% | 10171 | $-587939 | 下跌 ×2 | ||
| V Visa Inc. | $2748061 | 0.43% | 8010 | $293135 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2724384 | 0.43% | 23194 | $930800 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $2682064 | 0.42% | 3710 | $1394377 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $2669209 | 0.42% | 23567 | $-369582 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2481559 | 0.39% | 18151 | $-654273 | 下跌 ×4 | ||
| SCHF | $2398986 | 0.38% | 86606 | $251767 | 下跌 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2395640 | 0.38% | 33199 | $-305260 | 下跌 ×1 | ||
| VOO | $2378822 | 0.37% | 3464 | $437632 | 上涨 ×1 | ||
| IWB | $2337836 | 0.37% | 5709 | $302235 | |||
| SCHG | $2331566 | 0.37% | 68900 | $380975 | 上涨 ×6 | ||
| URI United Rentals, Inc. Common Stock | $2273779 | 0.36% | 2007 | $765630 | 下跌 ×1 | ||
| IWM | $2266693 | 0.35% | 7544 | $375482 | 下跌 ×1 | ||
| NET Cloudflare, Inc. Class A Common Stock | $2193539 | 0.34% | 8943 | $-31838 | 下跌 ×1 | ||
| WM Waste Management, Inc. Common Stock | $2173733 | 0.34% | 9753 | $22966 | 上涨 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2168775 | 0.34% | 30375 | $-771011 | 下跌 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $2159795 | 0.34% | 18512 | $-608115 | 下跌 ×6 | ||
| VEA | $2128786 | 0.33% | 29878 | $249467 | 上涨 ×2 | ||
| SCHA | $2124348 | 0.33% | 58797 | $386823 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2102235 | 0.33% | 5961 | $-101309 | 下跌 ×1 | ||
| VO | $1995835 | 0.31% | 24771 | $161580 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $1978428 | 0.31% | 11935 | $-796344 | 下跌 ×5 | ||
| VUG | $1951376 | 0.31% | 22654 | $292882 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $1927394 | 0.30% | 5157 | $463971 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1916488 | 0.30% | 4013 | $647486 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1904740 | 0.30% | 10308 | $495608 | 下跌 ×6 | ||
| IYW | $1893995 | 0.30% | 7509 | $527358 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1826403 | 0.29% | 7258 | $239808 | 下跌 ×1 | ||
| BAPRA | $1719515 | 0.27% | 25550 | $95893 | 上涨 ×3 | ||
| VGT | $1694316 | 0.27% | 14176 | $457956 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1670955 | 0.26% | 6143 | $139242 | 下跌 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $1661878 | 0.26% | 3835 | $847807 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1622878 | 0.25% | 12629 | $91658 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1616120 | 0.25% | 28363 | $24208 | 下跌 ×4 | ||
| SCHV | $1597199 | 0.25% | 45883 | $160284 | 下跌 ×2 | ||
| DE Deere & Company Common Stock | $1537360 | 0.24% | 2424 | $172379 | 上涨 ×1 | ||
| SCHE | $1524440 | 0.24% | 42042 | $187432 | 上涨 ×2 | ||
| BRKA | $1497700 | 0.23% | 2 | $61420 | |||
| VHT | $1483986 | 0.23% | 4963 | $83462 | 下跌 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1479526 | 0.23% | 2904 | $-260403 | 上涨 ×1 | ||
| VB | $1415580 | 0.22% | 4670 | $178000 | 下跌 ×1 | ||
| VWO | $1360656 | 0.21% | 22795 | $128584 | |||
| ORCL Oracle Corporation Common Stock | $1279585 | 0.20% | 8731 | $11679 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $1277935 | 0.20% | 6736 | $-34469 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $1252744 | 0.20% | 3459 | $-1848 | 下跌 ×1 | ||
| CGBL | $1236585 | 0.19% | 32576 | $379948 | 上涨 ×5 | ||
| GLW Corning Incorporated Common Stock | $1225347 | 0.19% | 4797 | $632972 | 上涨 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1207893 | 0.19% | 3542 | $507134 | 下跌 ×1 | ||
| SCHX | $1180777 | 0.18% | 40122 | $153660 | 上涨 ×3 | ||
| IVW | $1079748 | 0.17% | 7851 | $152925 | 下跌 ×1 | ||
| DHR Danaher Corporation Common Stock | $1044498 | 0.16% | 5484 | $-72522 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1034244 | 0.16% | 896 | $732891 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $995539 | 0.16% | 11645 | $99404 | 上涨 ×3 | ||
| IVE | $965459 | 0.15% | 4252 | $67649 | |||
| WFC Wells Fargo & Company Common Stock | $960690 | 0.15% | 11625 | $74790 | 上涨 ×2 | ||
| ED Consolidated Edison, Inc. Common Stock | $946859 | 0.15% | 8559 | $-19248 | 上涨 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $943400 | 0.15% | 10749 | $96459 | 上涨 ×1 | ||
| IWO | $938413 | 0.15% | 2382 | $190918 | |||
| EFA | $936233 | 0.15% | 9013 | $67361 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SCHD | $18344846 | 2.87% | 上涨 ×3 |
| VEU | $8549613 | 1.34% | 上涨 ×6 |
| RSP | $6652244 | 1.04% | 上涨 ×3 |
| SCHB | $5465642 | 0.86% | 上涨 ×3 |
| BA | $5135176 | 0.80% | 上涨 ×5 |
| SCHZ | $2852808 | 0.45% | 上涨 ×6 |
| SCHG | $2331566 | 0.37% | 上涨 ×6 |
| BAPRA | $1719515 | 0.27% | 上涨 ×3 |
| CGBL | $1236585 | 0.19% | 上涨 ×5 |
| SCHX | $1180777 | 0.18% | 上涨 ×3 |
| VXUS | $995539 | 0.16% | 上涨 ×3 |
| SCHM | $453406 | 0.07% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 未知发行人 (CUSIP: 438516205) | $634085 | 2832 | 0.10% |
| 未知发行人 (CUSIP: 43849R105) | $626099 | 2832 | 0.10% |
| 未知发行人 (CUSIP: 84615Q103) | $318483 | 1864 | 0.05% |
| SMH | $274162 | 418 | 0.04% |
| 未知发行人 (CUSIP: 26614N201) | $232623 | 1715 | 0.04% |
| MRVL | $227290 | 763 | 0.04% |
| FEGE | $225553 | 4611 | 0.04% |
| INDA | $221461 | 4484 | 0.03% |
| IUSG | $216467 | 1151 | 0.03% |
| CMI | $210397 | 295 | 0.03% |
| BEP | $208380 | 6000 | 0.03% |
| HDV | $206946 | 7550 | 0.03% |
| DFAS | $205048 | 2490 | 0.03% |
| VBK | $202867 | 555 | 0.03% |
| ADM | $200092 | 2619 | 0.03% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| LMT | 2025年9月30日 | 13097 | $6065745 | 13.9% |
| ORCL | 2025年12月31日 | 11084 | $3117197 | -24.9% |
| TM | 2025年9月30日 | 11203 | $1929829 | 3.5% |
| PEP | 2025年3月31日 | 10261 | $1560240 | -4.9% |
| HON | 2026年6月30日 | 5497 | $1242487 | -1.9% |
| IEF | 2025年12月31日 | 11298 | $1089852 | |
| NVO | 2025年3月31日 | 11930 | $1026219 | -32.7% |
| BAPRA | 2025年6月30日 | 16950 | $1014119 | 不再跟踪 |
| BP | 2025年9月30日 | 17811 | $533083 | 31.3% |
| HMC | 2025年9月30日 | 10840 | $312517 | 8.3% |
| MSTY | 2025年12月31日 | 22180 | $309632 | 不再跟踪 |
| KMI | 2025年12月31日 | 10581 | $299537 | 14.8% |
| DD | 2026年6月30日 | 5257 | $240754 | 3.3% |
| BP | 2026年6月30日 | 5017 | $235794 | 22.4% |
| NEM | 2026年6月30日 | 2062 | $223212 | 40.1% |
| TTE | 2026年6月30日 | 2407 | $218989 | 16.9% |
| GEHC | 2026年6月30日 | 3023 | $215175 | 15.7% |
| KR | 2026年6月30日 | 2896 | $209542 | 2.7% |
| SO | 2026年6月30日 | 2086 | $201341 | -4.8% |
| KVUE | 2026年6月30日 | 10983 | $189347 | -0.9% |