13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001723223
申报总市值
US$6.4亿
US$6.4亿
72 檔
26.3%
截至 Q4 2024 季度末，Kiley Juergens Wealth Management, LLC 的美股持仓估值约为 US$6.4亿，全数申报仓位共有 72 档。
在 Q4 2024，Kiley Juergens Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 1 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Kiley Juergens Wealth Management, LLC 的前 5 大核心持股（包含 MSFT, AAPL, COST 等）合计占整体申报市值的 26.3%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 12.11% | -0.70% | -0.16% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.89% | -0.01% | -0.67% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 7.62% | -1.02% | +0.06% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.85% | +0.64% | -0.40% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.65% | +0.07% | +0.30% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.30% | -0.01% | -2.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.58% | -0.23% | -0.46% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.50% | -0.26% | +209.36% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.36% | +0.32% | -1.00% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 3.33% | +0.19% | -0.47% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 3.30% | +0.21% | -1.73% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.67% | +0.01% | -0.44% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 1.77% | -0.04% | +0.85% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.67% | +0.67% | -1.04% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.65% | +0.01% | -4.69% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.51% | -0.08% | -11.89% | |
| 17 | HFWA | Heritage Financial CORP | 股票-其他 | 1.45% | +0.01% | -3.43% | |
| 18 | VTV | Vanguard Value ETF | ETF-其他 | 1.12% | -0.03% | +3.42% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.03% | -0.01% | +5.82% | |
| 20 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.01% | -0.34% | +1.55% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.96% | -0.03% | -0.41% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.95% | +0.04% | +180.64% | |
| 23 | TSBK | Timberland Bancorp Inc | 股票-其他 | 0.93% | — | +0.06% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.92% | -0.06% | +17.95% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | -0.09% | -1.39% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.02% | -0.42% | |
| 27 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.78% | -0.16% | +0.12% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.08% | +0.01% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.77% | +0.02% | -13.65% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | -2.14% | |
| 31 | PCAR | Paccar Inc | 股票-工业 | 0.75% | -0.07% | -1.64% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | -0.06% | -1.63% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.16% | -0.41% | |
| 34 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.12% | +0.39% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | +0.05% | -4.88% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.18% | -1.68% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.02% | -0.44% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.15% | -5.72% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.43% | -0.03% | -3.13% | |
| 40 | UBER | Uber Technologies Inc | 股票-工业 | 0.43% | -0.10% | -4.95% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.39% | -0.03% | — | |
| 42 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.37% | -0.02% | -5.52% | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.11% | -0.62% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.30% | -0.02% | — | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.29% | +0.02% | +97.90% | |
| 46 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.28% | -0.04% | -12.11% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.27% | -0.01% | -0.15% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.27% | — | +1.52% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.26% | — | +150.18% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.26% | +0.14% | +283.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | -1.73% | 减仓 |
| 2 | AMZN | Amazon.com Inc | +0.5% | -2.07% | 减仓 |
| 3 | TSLA | Tesla Inc | +0.5% | -4.69% | 减仓 |
| 4 | PEP | Pepsico Inc | +0.4% | NEW | 新建仓 |
| 5 | NVDA | Nvidia CORP | +0.4% | +0.30% | 加仓 |
| 6 | AAPL | Apple Inc | +0.3% | -0.67% | 减仓 |
| 7 | IEF | Ishares 7-10 Year Treasury B | +0.3% | NEW | 新建仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.00% | 减仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -5.72% | 减仓 |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +283.72% | 加仓 |
| 11 | ILCG | Ishares Morningstar Growth E | +0.1% | -0.47% | 减仓 |
| 12 | HFWA | Heritage Financial CORP | +0.1% | -3.43% | 减仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.42% | 减仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.01% | 加仓 |
| 15 | SCHM | Schwab US Mid Cap ETF | +0.1% | NEW | 新建仓 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.40% | 减仓 |
| 17 | WMT | Walmart Inc | +0.1% | +0.39% | 加仓 |
| 18 | WFC | Wells Fargo & Co | 0% | -1.11% | 减仓 |
| 19 | CSCO | Cisco Systems Inc | 0% | -0.62% | 减仓 |
| 20 | BAC | Bank Of America CORP | 0% | -3.13% | 减仓 |
| 21 | TLT | Ishares 20+ Year Treasury Bd | 0% | +17.95% | 加仓 |
| 22 | PCAR | Paccar Inc | 0% | -1.64% | 减仓 |
| 23 | COST | Costco Wholesale CORP | 0% | +0.06% | 加仓 |
| 24 | VXUS | Vanguard Total Intl Stock | 0% | -6.40% | 减仓 |
| 25 | CMCSA | Comcast Corp-class A | 0% | -3.10% | 减仓 |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.15% | 减仓 |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +1.52% | 加仓 |
| 28 | KO | Coca-cola Co/the | 0% | -3.30% | 减仓 |
| 29 | WY | Weyerhaeuser Co | 0% | +1.47% | 加仓 |
| 30 | VZ | Verizon Communications Inc | 0% | -0.54% | 减仓 |
| 31 | SCHG | Schwab US Large-cap Growth | -0.1% | +218.35% | 加仓 |
| 32 | INTC | Intel CORP | -0.1% | -1.84% | 减仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | +0.12% | 加仓 |
| 34 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +5.82% | 加仓 |
| 35 | SCHV | Schwab US Large-cap Value | -0.1% | +150.18% | 加仓 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -0.41% | 减仓 |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | +180.64% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -1.39% | 减仓 |
| 39 | PFF | Ishares Preferred & Income S | -0.1% | EXIT | 清仓 |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -5.52% | 减仓 |
| 41 | NKE | Nike Inc -cl B | -0.1% | -12.11% | 减仓 |
| 42 | QCOM | Qualcomm Inc | -0.1% | -4.88% | 减仓 |
| 43 | JNJ | Johnson & Johnson | -0.1% | -1.63% | 减仓 |
| 44 | UBER | Uber Technologies Inc | -0.2% | -4.95% | 减仓 |
| 45 | CAT | Caterpillar Inc | -0.2% | -1.04% | 减仓 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.46% | 减仓 |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.3% | -11.89% | 减仓 |
| 48 | SBUX | Starbucks CORP | -0.3% | -0.44% | 减仓 |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -38.90% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.7% | -0.16% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Kiley Juergens Wealth Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$6.4亿，共申报了 72 个公开持股仓位。
在 Q4 2024 季度，Kiley Juergens Wealth Management, LLC 按市值排列的前三大核心持股分别为：MSFT (12.1%)、AAPL (9.9%)、COST (7.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 12.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
PEP
市值: US$156.0万
本季最大获利了结 / 清仓标的
PFF
前期市值: US$36.8万
在 Q4 2024 季度中，Kiley Juergens Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 13 个仓位、减仓 33 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 PEP。 本季清仓仓位包含 PFF。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。