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
78 檔
28.0%
Kiley Juergens Wealth Management, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$6.4亿，分散于 78 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Kiley Juergens Wealth Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 25 个既有持股进行加仓（合计增持 31 档），相较减仓与清仓仓位显著占优。
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, COST, AAPL 等）合计占整体申报市值的 28.0%，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 | 13.05% | -0.70% | -0.87% | |
| 2 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 7.69% | -1.02% | -0.17% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.48% | -0.01% | +3.12% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.69% | +0.64% | -0.40% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 6.29% | +0.07% | +0.73% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.76% | -0.01% | +1.34% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.49% | -0.23% | -0.66% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.60% | +0.21% | -0.74% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.43% | -0.26% | +3.93% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 3.31% | +0.19% | -0.45% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.80% | +0.32% | -0.46% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.53% | +0.01% | +1.14% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 1.72% | -0.04% | +0.69% | |
| 14 | CAT | Caterpillar Inc | 股票-工业 | 1.63% | +0.67% | -0.46% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.40% | -0.08% | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.29% | -0.01% | +9.56% | |
| 17 | HFWA | Heritage Financial CORP | 股票-其他 | 1.28% | +0.01% | -0.52% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.25% | -0.08% | -3.47% | |
| 19 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.17% | -0.34% | +1.26% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 1.16% | +0.01% | +1.27% | |
| 21 | VTV | Vanguard Value ETF | ETF-其他 | 1.11% | -0.03% | +0.00% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.98% | +0.04% | +2.56% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | +0.08% | +39.73% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.02% | +0.52% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.92% | -0.03% | -0.36% | |
| 26 | TSBK | Timberland Bancorp Inc | 股票-其他 | 0.87% | — | +0.01% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.85% | — | +13.95% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.81% | -0.09% | -0.25% | |
| 29 | UBER | Uber Technologies Inc | 股票-工业 | 0.78% | -0.10% | +2.75% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.75% | -0.06% | -8.54% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.16% | +43.58% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.72% | -0.16% | -2.47% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.72% | +0.02% | +2.94% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.66% | -0.15% | -1.03% | |
| 35 | PCAR | Paccar Inc | 股票-工业 | 0.63% | -0.07% | +0.02% | |
| 36 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | -0.06% | +0.29% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.57% | -0.02% | -0.49% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.56% | -0.12% | +0.38% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.18% | -0.01% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.05% | -8.20% | |
| 41 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 0.45% | — | — | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.03% | +0.51% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | — | +16.64% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | +0.11% | -0.14% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.34% | — | +3.71% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.34% | +0.03% | +29.58% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.31% | +0.02% | +10.11% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.30% | -0.02% | +1.76% | |
| 49 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.30% | -0.05% | +55.43% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.30% | +0.14% | +1.02% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -0.87% | 减仓 |
| 2 | LMT | Lockheed Martin CORP | +1.4% | NEW | 新建仓 |
| 3 | NVDA | Nvidia CORP | +1.4% | +0.73% | 加仓 |
| 4 | AVGO | Broadcom Inc | +1.1% | -0.74% | 减仓 |
| 5 | TM | Toyota Motor CORP -spon Adr | +0.5% | NEW | 新建仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +39.73% | 加仓 |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.03% | 减仓 |
| 8 | ORCL | Oracle CORP | +0.2% | -0.49% | 减仓 |
| 9 | BP | Bp Plc-spons Adr | +0.1% | NEW | 新建仓 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.40% | 减仓 |
| 11 | ILCG | Ishares Morningstar Growth E | +0.1% | -0.45% | 减仓 |
| 12 | UBER | Uber Technologies Inc | +0.1% | +2.75% | 加仓 |
| 13 | EPD | Enterprise Products Partners | +0.1% | NEW | 新建仓 |
| 14 | TSLA | Tesla Inc | +0.1% | +1.27% | 加仓 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +43.58% | 加仓 |
| 16 | SCHG | Schwab US Large-cap Growth | +0.1% | +29.58% | 加仓 |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | +44.29% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.34% | 加仓 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +13.95% | 加仓 |
| 20 | VZ | Verizon Communications Inc | +0.1% | +55.43% | 加仓 |
| 21 | HMC | Honda Motor Co Ltd-spons Adr | +0.1% | NEW | 新建仓 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +9.56% | 加仓 |
| 23 | BA | Boeing Co/the | +0.1% | +2.94% | 加仓 |
| 24 | ✓ | Tidal Tr Ii | +0.1% | NEW | 新建仓 |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +16.64% | 加仓 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +0.52% | 加仓 |
| 27 | CAT | Caterpillar Inc | 0% | -0.46% | 减仓 |
| 28 | SCHA | Schwab US Small-cap ETF | 0% | +10.11% | 加仓 |
| 29 | VEA | Vanguard Ftse Developed ETF | 0% | +3.71% | 加仓 |
| 30 | BAC | Bank Of America CORP | — | +0.51% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | 0% | -0.14% | 减仓 |
| 32 | SCHB | Schwab US Broad Market ETF | 0% | +2.56% | 加仓 |
| 33 | WMT | Walmart Inc | 0% | +0.38% | 加仓 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.46% | 减仓 |
| 35 | WY | Weyerhaeuser Co | -0.1% | -19.49% | 减仓 |
| 36 | GLD | Spdr Gold Shares | -0.1% | +1.26% | 加仓 |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -4.20% | 减仓 |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.36% | 减仓 |
| 39 | CVX | Chevron CORP | -0.2% | -0.01% | 减仓 |
| 40 | JNJ | Johnson & Johnson | -0.2% | +0.29% | 加仓 |
| 41 | MCD | Mcdonald's CORP | -0.2% | -2.47% | 减仓 |
| 42 | PG | Procter & Gamble Co/the | -0.2% | -0.25% | 减仓 |
| 43 | ILCV | Ishares Morningstar Value Et | -0.2% | +0.69% | 加仓 |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | -8.54% | 减仓 |
| 45 | BA 6 10-15-27债券 | Boeing Co/the | -0.3% | EXIT | 清仓 |
| 46 | SBUX | Starbucks CORP | -0.6% | +1.14% | 加仓 |
| 47 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +3.93% | 加仓 |
| 48 | COST | Costco Wholesale CORP | -0.8% | -0.17% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -0.66% | 减仓 |
| 50 | AAPL | Apple Inc | -1.6% | +3.12% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Kiley Juergens Wealth Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$6.4亿，共申报了 78 个公开持股仓位。
在 Q2 2025 季度，Kiley Juergens Wealth Management, LLC 按市值排列的前三大核心持股分别为：MSFT (13.1%)、COST (7.7%)、AAPL (7.5%)。其中最大持股仓位 MSFT 占据整体投资组合约 13.1% 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
LMT
市值: US$606.6万
本季最大获利了结 / 清仓标的
BA 6 10-15-27
前期市值: US$101.4万
在 Q2 2025 季度中，Kiley Juergens Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 6 个仓位、加仓 25 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 LMT。 本季清仓仓位包含 BA 6 10-15-27。
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。