Kiley Juergens Wealth Management, LLC 13F 持仓 · 2026年Q2
Kiley Juergens Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 241 只证券，申报市值合计 6.39 亿美元。前几大持仓：MSFT（6.62%）、AAPL（6.38%）、QQQ（5.89%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $42.3M | 6.62% | 113,323 | 增持 |
| 2 | AAPL | APPLE INC | $40.7M | 6.38% | 140,685 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $37.6M | 5.89% | 51,106 | 减持 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $31.2M | 4.88% | 33,346 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $31.1M | 4.87% | 155,428 | 减持 |
| 6 | GOOGL | ALPHABET INC | $23.7M | 3.72% | 66,453 | 减持 |
| 7 | AMZN | AMAZON COM INC | $22.6M | 3.54% | 94,827 | 减持 |
| 8 | AVGO | BROADCOM INC | $19.7M | 3.08% | 52,119 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.3M | 3.03% | 38,654 | 增持 |
| 10 | CAT | CATERPILLAR INC | $18.4M | 2.87% | 17,239 | 减持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $18.3M | 2.87% | 578,519 | 增持 |
| 12 | ILCG | ISHARES TR | $16.6M | 2.60% | 141,722 | 减持 |
| 13 | SBUX | STARBUCKS CORP | $11.6M | 1.82% | 113,754 | 减持 |
| 14 | ILCV | ISHARES TR | $9.0M | 1.40% | 88,508 | 增持 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $8.5M | 1.34% | 102,085 | 增持 |
| 16 | GEV | GE VERNOVA INC | $8.2M | 1.28% | 6,971 | 减持 |
| 17 | LLY | ELI LILLY & CO | $6.9M | 1.08% | 5,724 | 减持 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.04% | 31,265 | 增持 |
| 19 | TSLA | TESLA INC | $6.4M | 1.01% | 15,310 | 增持 |
| 20 | GLD | SPDR GOLD TR | $6.2M | 0.97% | 16,849 | 减持 |
| 21 | GOOG | ALPHABET INC | $5.7M | 0.89% | 16,076 | 增持 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $5.5M | 0.86% | 188,731 | 增持 |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $5.5M | 0.85% | 7,149 | 增持 |
| 24 | TSBK | TIMBERLAND BANCORP INC | $5.4M | 0.84% | 119,504 | 减持 |
| 25 | VTV | VANGUARD INDEX FDS | $5.4M | 0.84% | 24,721 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR