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
77 檔
29.7%
Q3 2025 季度申报显示，Kiley Juergens Wealth Management, LLC 披露的美股组合总市值为 US$6.4亿，涵盖 77 个不同之权益投资仓位。
在 Q3 2025，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 30 个仓位并完全清仓 0 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, NVDA 等）合计占整体申报市值的 29.7%，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 | 12.89% | -0.70% | -0.54% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.21% | -0.01% | -7.27% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 6.98% | +0.07% | -1.49% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.84% | +0.64% | -1.58% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 6.80% | -1.02% | -0.83% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.54% | -0.01% | -0.02% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.40% | -0.23% | -0.88% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 4.01% | +0.21% | -2.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.66% | +0.32% | -0.80% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 3.38% | +0.19% | -0.73% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.34% | -0.26% | -0.80% | |
| 12 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.21% | +0.01% | -0.46% | |
| 13 | CAT | Caterpillar Inc | 股票-工业 | 1.88% | +0.67% | -1.69% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 1.74% | -0.04% | -1.35% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.47% | +0.01% | -4.85% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.39% | -0.01% | +6.12% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.33% | -0.34% | +1.91% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.16% | -0.08% | -2.65% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 1.11% | -0.03% | -1.18% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.00% | +0.04% | -1.24% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | -1.95% | |
| 22 | HFWA | Heritage Financial CORP | 股票-其他 | 0.94% | +0.01% | -23.81% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.92% | -0.03% | -0.19% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | +0.08% | -30.45% | |
| 25 | TSBK | Timberland Bancorp Inc | 股票-其他 | 0.88% | — | -0.05% | |
| 26 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.81% | -0.15% | -2.88% | |
| 27 | UBER | Uber Technologies Inc | 股票-工业 | 0.79% | -0.10% | +1.10% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | — | -11.85% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.74% | +0.02% | +4.77% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.73% | -0.06% | +0.95% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | -0.16% | -1.24% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | -0.09% | -6.39% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.69% | -0.02% | -1.36% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | -0.06% | -10.61% | |
| 35 | PCAR | Paccar Inc | 股票-工业 | 0.61% | -0.07% | -2.08% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.56% | -0.12% | -1.52% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.55% | +0.10% | — | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.16% | -34.88% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.47% | -0.18% | -2.90% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.05% | -0.03% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.39% | — | -0.23% | |
| 42 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | -0.03% | -10.05% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.37% | +0.03% | +5.28% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.37% | — | +8.38% | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.11% | -1.95% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.33% | +0.02% | +1.38% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.31% | +0.14% | +7.64% | |
| 48 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.30% | -0.02% | — | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.30% | +0.53% | -0.48% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.29% | — | +3.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | -1.49% | 减仓 |
| 2 | AVGO | Broadcom Inc | +1.5% | -2.30% | 减仓 |
| 3 | MSFT | Microsoft CORP | +1.4% | -0.54% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.80% | 减仓 |
| 5 | TSLA | Tesla Inc | +0.4% | -4.85% | 减仓 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | -2.88% | 减仓 |
| 7 | CAT | Caterpillar Inc | +0.3% | -1.69% | 减仓 |
| 8 | ORCL | Oracle CORP | +0.3% | -1.36% | 减仓 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -1.58% | 减仓 |
| 10 | ILCG | Ishares Morningstar Growth E | +0.2% | -0.73% | 减仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -30.45% | 减仓 |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +6.12% | 加仓 |
| 13 | UBER | Uber Technologies Inc | +0.1% | +1.10% | 加仓 |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | +5.28% | 加仓 |
| 15 | BA | Boeing Co/the | +0.1% | +4.77% | 加仓 |
| 16 | GLD | Spdr Gold Shares | +0.1% | +1.91% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -1.95% | 减仓 |
| 18 | SCHF | Schwab Intl Equity ETF | +0.1% | -0.23% | 加仓 |
| 19 | CGBL | Cap Group Core Balanced | +0.1% | +19.99% | 加仓 |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | +8.38% | 加仓 |
| 21 | INTC | Intel CORP | 0% | -0.48% | 减仓 |
| 22 | SCHA | Schwab US Small-cap ETF | 0% | +1.38% | 加仓 |
| 23 | BA 6 10-15-27债券 | Boeing Co/the | 0% | — | 加仓 |
| 24 | SLV | Ishares Silver Trust | 0% | +0.14% | 加仓 |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +3.25% | 加仓 |
| 26 | SCHB | Schwab US Broad Market ETF | — | -1.24% | 加仓 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | — | -11.85% | 加仓 |
| 28 | WMT | Walmart Inc | 0% | -1.52% | 减仓 |
| 29 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.19% | 减仓 |
| 30 | TSBK | Timberland Bancorp Inc | -0.1% | -0.05% | 减仓 |
| 31 | WY | Weyerhaeuser Co | -0.1% | -1.13% | 减仓 |
| 32 | KVUE | Kenvue Inc | -0.1% | -35.39% | 减仓 |
| 33 | MRK | Merck & Co. Inc. | -0.1% | -12.19% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.2% | -0.02% | 加仓 |
| 35 | VTV | Vanguard Value ETF | -0.2% | -1.18% | 减仓 |
| 36 | CVX | Chevron CORP | -0.2% | -2.90% | 减仓 |
| 37 | XOM | Exxon Mobil CORP | -0.2% | -34.88% | 减仓 |
| 38 | ILCV | Ishares Morningstar Value Et | -0.2% | -1.35% | 减仓 |
| 39 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | +0.95% | 减仓 |
| 40 | PG | Procter & Gamble Co/the | -0.3% | -6.39% | 减仓 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.3% | -2.65% | 减仓 |
| 42 | HFWA | Heritage Financial CORP | -0.6% | -23.81% | 减仓 |
| 43 | AAPL | Apple Inc | -0.8% | -7.27% | 减仓 |
| 44 | SBUX | Starbucks CORP | -0.9% | -0.46% | 加仓 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -1.3% | -0.88% | 减仓 |
| 46 | COST | Costco Wholesale CORP | -1.7% | -0.83% | 减仓 |
| 47 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新建仓 |
| 48 | EPD | Enterprise Products Partners | — | NEW | 新建仓 |
| 49 | PFF | Ishares Preferred & Income S | — | NEW | 新建仓 |
| 50 | ✓ | Tidal Tr Ii | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Kiley Juergens Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$6.4亿，共申报了 77 个公开持股仓位。
在 Q3 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 (12.9%)、AAPL (8.2%)、NVDA (7.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 12.9% 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
RSP
市值: US$247.8万
本季最大获利了结 / 清仓标的
MSFT
前期市值: US$4304.5万
在 Q3 2025 季度中，Kiley Juergens Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 16 个仓位、减仓 30 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 RSP。
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。