Selective Wealth Management, Inc.
FOREST VA · SEC CIK 0001755670
$3.45亿2026Q1 申报市值
120持仓数
65.8%前十大占比 · 第一大 23.6%
20 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGT 加仓+$531.73万
DFSD 加仓+$325.44万
DIMENSIONAL ETF 加仓+$308.75万
VUG 新建仓+$256.35万
DIMENSIONAL ETF 加仓+$251.22万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$621.39万
BABA 清仓-$198.59万
INTC 减仓-$156.98万
WCLD 减仓-$139.76万
META 减仓-$47.57万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | $198.36万 | 0.57% | 40,416 | 40,416 | — | $198.36万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $202.27万 | 0.59% | 73,712 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $206.07万 | 0.60% | 2,896 | -246 | -7.8% | -$17.50万 | 减仓 |
| GTLB | GITLAB INC | $209.46万 | 0.61% | 95,602 | 95,602 | — | $209.46万 | 新建仓 |
| MSFT | MICROSOFT CORP | $213.81万 | 0.62% | 5,037 | 189 | 3.9% | $8.02万 | 加仓 |
| OKTA | OKTA INC | $228.50万 | 0.66% | 30,002 | -3,392 | -10.2% | -$25.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $256.35万 | 0.74% | 5,869 | 5,869 | — | $256.35万 | 新建仓 |
| V | VISA INC | $257.80万 | 0.75% | 7,699 | -448 | -5.5% | -$15.00万 | 减仓 |
| VEEV | VEEVA SYS INC | $273.83万 | 0.79% | 17,307 | -1,670 | -8.8% | -$26.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $275.34万 | 0.80% | 13,158 | 290 | 2.3% | $6.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $278.60万 | 0.81% | 4,211 | -292 | -6.5% | -$19.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $297.38万 | 0.86% | 38,189 | 32,261 | 544.2% | $251.22万 | 加仓 |
| DOCU | DOCUSIGN INC | $325.25万 | 0.94% | 69,320 | 28,489 | 69.8% | $133.67万 | 加仓 |
| CRM | SALESFORCE INC | $355.81万 | 1.03% | 19,634 | -1,575 | -7.4% | -$28.54万 | 减仓 |
| INTC | INTEL CORP | $356.09万 | 1.03% | 37,582 | -16,568 | -30.6% | -$156.98万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $465.79万 | 1.35% | 57,342 | 10,490 | 22.4% | $85.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $491.15万 | 1.42% | 117,025 | 73,564 | 169.3% | $308.75万 | 加仓 |
| WCLD | WISDOMTREE TR | $574.30万 | 1.66% | 210,060 | -51,118 | -19.6% | -$139.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $632.27万 | 1.83% | 9,062 | 7,621 | 528.9% | $531.73万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $634.59万 | 1.84% | 111,098 | -5,090 | -4.4% | -$29.07万 | 减仓 |
| IVV | ISHARES TR | $681.93万 | 1.98% | 9,539 | -173 | -1.8% | -$12.37万 | 减仓 |
| TWLO | TWILIO INC | $728.38万 | 2.11% | 51,691 | -2,614 | -4.8% | -$36.83万 | 减仓 |
| AAPL | APPLE INC | $747.52万 | 2.17% | 27,669 | -1,249 | -4.3% | -$33.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $857.76万 | 2.49% | 24,493 | 3,737 | 18.0% | $130.87万 | 加仓 |
| META | META PLATFORMS INC | $971.06万 | 2.81% | 14,513 | -711 | -4.7% | -$47.57万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,110.46万 | 3.22% | 232,241 | 68,063 | 41.5% | $325.44万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,685.36万 | 4.89% | 201,213 | 969 | 0.5% | $8.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,145.45万 | 20.71% | 109,218 | -9,498 | -8.0% | -$621.39万 | 减仓 |
| SGOV | ISHARES TR | $8,140.72万 | 23.60% | 808,654 | 24,310 | 3.1% | $244.73万 | 加仓 |