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
74 檔
28.7%
在 Q4 2025 申报期间，Kiley Juergens Wealth Management, LLC（CIK: 0001723223）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$6.4亿，共持有 74 个公开申报仓位。
在 Q4 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 24 个仓位并完全清仓 4 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, QQQ 等）合计占整体申报市值的 28.7%，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 | 11.79% | -0.70% | -0.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.42% | -0.01% | -2.08% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.90% | +0.64% | +0.48% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.27% | +0.07% | -8.44% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 6.27% | -1.02% | +0.86% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.76% | -0.01% | +1.63% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.58% | +0.32% | -0.86% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.31% | -0.23% | -0.16% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 3.97% | +0.21% | -3.76% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.41% | -0.26% | +3.70% | |
| 11 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 3.23% | +0.19% | -2.13% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 2.20% | +0.67% | -0.91% | |
| 13 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.13% | +0.01% | -1.68% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 1.79% | -0.04% | -0.33% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.53% | -0.01% | +8.93% | |
| 16 | TSLA | Tesla Inc | 股票-周期性消费 | 1.46% | +0.01% | -0.09% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.45% | -0.34% | -0.09% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.11% | +0.08% | -0.93% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.11% | -0.08% | -3.02% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 1.10% | -0.03% | -1.17% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.05% | +0.04% | +4.64% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.02% | +0.69% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.93% | +0.10% | +72.80% | |
| 24 | TSBK | Timberland Bancorp Inc | 股票-其他 | 0.93% | — | -0.45% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.92% | -0.03% | +0.07% | |
| 26 | HFWA | Heritage Financial CORP | 股票-其他 | 0.91% | +0.01% | +0.02% | |
| 27 | BA | Boeing Co/the | 股票-工业 | 0.84% | +0.02% | +14.54% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.77% | -0.15% | -1.55% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.76% | — | -2.75% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.73% | -0.09% | +14.66% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.71% | -0.16% | +1.58% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.06% | -1.66% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 0.67% | -0.06% | -3.33% | |
| 34 | PCAR | Paccar Inc | 股票-工业 | 0.67% | -0.07% | -0.65% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 0.65% | -0.10% | +0.82% | |
| 36 | NFLX | Netflix Inc | 股票-通信服务 | 0.61% | -0.18% | — | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.59% | -0.12% | -0.41% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.16% | -2.03% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.05% | -0.12% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.18% | -1.82% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.44% | +0.03% | +18.55% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.43% | — | +9.85% | |
| 43 | BAC | Bank Of America CORP | 股票-金融 | 0.39% | -0.03% | -2.48% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | +0.11% | -3.22% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.37% | — | -1.65% | |
| 46 | BA 6 10-15-27债券 | Boeing Co/the | 债券 | 0.37% | -0.02% | +23.24% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.35% | +0.02% | +5.59% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.33% | +0.14% | +9.67% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.31% | +0.53% | -3.66% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.30% | — | +8.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.86% | 减仓 |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +72.80% | 加仓 |
| 3 | CAT | Caterpillar Inc | +0.3% | -0.91% | 减仓 |
| 4 | AMZN | Amazon.com Inc | +0.2% | +1.63% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.93% | 减仓 |
| 6 | AAPL | Apple Inc | +0.2% | -2.08% | 减仓 |
| 7 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +8.93% | 加仓 |
| 8 | GLD | Spdr Gold Shares | +0.1% | -0.09% | 减仓 |
| 9 | BA | Boeing Co/the | +0.1% | +14.54% | 加仓 |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.70% | 加仓 |
| 11 | SLV | Ishares Silver Trust | +0.1% | -5.18% | 减仓 |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | +18.55% | 加仓 |
| 13 | BA 6 10-15-27债券 | Boeing Co/the | +0.1% | +23.24% | 加仓 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.48% | 加仓 |
| 15 | PCAR | Paccar Inc | +0.1% | -0.65% | 减仓 |
| 16 | ILCV | Ishares Morningstar Value Et | +0.1% | -0.33% | 减仓 |
| 17 | SCHB | Schwab US Broad Market ETF | +0.1% | +4.64% | 加仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -1.66% | 减仓 |
| 19 | TSBK | Timberland Bancorp Inc | +0.1% | -0.45% | 减仓 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | -0.68% | 减仓 |
| 21 | SCHF | Schwab Intl Equity ETF | 0% | +9.85% | 加仓 |
| 22 | PFE | Pfizer Inc | 0% | +54.52% | 加仓 |
| 23 | CGBL | Cap Group Core Balanced | 0% | +29.13% | 加仓 |
| 24 | PG | Procter & Gamble Co/the | 0% | +14.66% | 加仓 |
| 25 | WMT | Walmart Inc | 0% | -0.41% | 减仓 |
| 26 | PFF | Ishares Preferred & Income S | 0% | +49.32% | 加仓 |
| 27 | CSCO | Cisco Systems Inc | 0% | -3.22% | 减仓 |
| 28 | SCHV | Schwab US Large-cap Value | 0% | +8.44% | 加仓 |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +9.67% | 加仓 |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | +5.59% | 加仓 |
| 31 | WFC | Wells Fargo & Co | 0% | -0.17% | 减仓 |
| 32 | XOM | Exxon Mobil CORP | 0% | -2.03% | 减仓 |
| 33 | JPM | Jpmorgan Chase & Co | — | +0.69% | 加仓 |
| 34 | HFWA | Heritage Financial CORP | 0% | +0.02% | 加仓 |
| 35 | AVGO | Broadcom Inc | 0% | -3.76% | 减仓 |
| 36 | PLTR | Palantir Technologies Inc-a | 0% | -1.55% | 减仓 |
| 37 | T | At&t Inc | 0% | -2.83% | 减仓 |
| 38 | BSV | Vanguard Short-term Bond ETF | -0.1% | -3.02% | 减仓 |
| 39 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -3.33% | 减仓 |
| 40 | SBUX | Starbucks CORP | -0.1% | -1.68% | 减仓 |
| 41 | UBER | Uber Technologies Inc | -0.1% | +0.82% | 加仓 |
| 42 | ILCG | Ishares Morningstar Growth E | -0.2% | -2.13% | 减仓 |
| 43 | COST | Costco Wholesale CORP | -0.5% | +0.86% | 加仓 |
| 44 | NVDA | Nvidia CORP | -0.7% | -8.44% | 减仓 |
| 45 | MSFT | Microsoft CORP | -1.1% | -0.14% | 减仓 |
| 46 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 47 | NFLX | Netflix Inc | — | NEW | 新建仓 |
| 48 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 清仓 |
| 49 | ✓ | Tidal Tr Ii | — | EXIT | 清仓 |
| 50 | KMI | Kinder Morgan, Inc. | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Kiley Juergens Wealth Management, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$6.4亿，共申报了 74 个公开持股仓位。
在 Q4 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 (11.8%)、AAPL (8.4%)、QQQ (6.9%)。其中最大持股仓位 MSFT 占据整体投资组合约 11.8% 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
NFLX
市值: US$283.7万
本季最大获利了结 / 清仓标的
ORCL
前期市值: US$311.7万
在 Q4 2025 季度中，Kiley Juergens Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 1 个仓位、加仓 21 个仓位、减仓 24 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 ORCL。
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。