Selective Wealth Management, Inc.
FOREST VA · SEC CIK 0001755670
$3.81亿2026Q2 申报市值
136持仓数
67.2%前十大占比 · 第一大 25.4%
17 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SGOV 加仓+$1,553.09万
SPYM 加仓+$416.94万
DIMENSIONAL ETF 加仓+$410.44万
DIMENSIONAL ETF 加仓+$311.32万
DFIC 加仓+$184.26万
2026Q2 卖出最多 按季末市值估算
TWLO 减仓-$889.08万
VGT 减仓-$706.63万
IWF 减仓-$516.21万
INTC 减仓-$294.38万
VUG 减仓-$250.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $117.62万 | 0.31% | 2,254 | -747 | -24.9% | -$38.98万 | 减仓 |
| — | EXXON MOBIL CORP | $137.36万 | 0.36% | 9,321 | 1,955 | 26.5% | $28.81万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $137.97万 | 0.36% | 6,331 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $139.08万 | 0.36% | 5,839 | 2 | 0.0% | $476 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $146.45万 | 0.38% | 18,851 | -1,386 | -6.8% | -$10.77万 | 减仓 |
| AMZN | AMAZON COM INC | $149.83万 | 0.39% | 6,060 | 582 | 10.6% | $14.39万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $163.73万 | 0.43% | 12,446 | -1,148 | -8.4% | -$15.10万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $165.18万 | 0.43% | 43,733 | 22,363 | 104.6% | $84.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $166.39万 | 0.44% | 9,476 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $167.08万 | 0.44% | 32,436 | -7,980 | -19.7% | -$41.10万 | 减仓 |
| GOOGL | ALPHABET INC | $169.27万 | 0.44% | 4,881 | 591 | 13.8% | $20.50万 | 加仓 |
| IWF | ISHARES TR | $172.07万 | 0.45% | 14,414 | -43,242 | -75.0% | -$516.21万 | 减仓 |
| TWLO | TWILIO INC | $179.77万 | 0.47% | 8,694 | -42,997 | -83.2% | -$889.08万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $181.35万 | 0.48% | 34,159 | 14,178 | 71.0% | $75.27万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $200.39万 | 0.53% | 47,690 | 17,331 | 57.1% | $72.82万 | 加仓 |
| NOW | SERVICENOW INC | $202.10万 | 0.53% | 19,576 | -728 | -3.6% | -$7.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $204.97万 | 0.54% | 5,205 | 168 | 3.3% | $6.62万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $226.30万 | 0.59% | 78,712 | 5,000 | 6.8% | $14.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $230.97万 | 0.61% | 3,107 | 211 | 7.3% | $15.69万 | 加仓 |
| V | VISA INC | $288.18万 | 0.76% | 8,037 | 338 | 4.4% | $12.12万 | 加仓 |
| GTLB | GITLAB INC | $291.73万 | 0.77% | 89,159 | -6,443 | -6.7% | -$21.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $293.24万 | 0.77% | 14,459 | 1,301 | 9.9% | $26.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $298.12万 | 0.78% | 4,287 | 76 | 1.8% | $5.28万 | 加仓 |
| VEEV | VEEVA SYS INC | $323.89万 | 0.85% | 16,577 | -730 | -4.2% | -$14.26万 | 减仓 |
| CRM | SALESFORCE INC | $328.52万 | 0.86% | 19,237 | -397 | -2.0% | -$6.78万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $356.08万 | 0.93% | 95,310 | 49,321 | 107.2% | $184.26万 | 加仓 |
| DOCU | DOCUSIGN INC | $357.15万 | 0.94% | 67,719 | -1,601 | -2.3% | -$8.44万 | 减仓 |
| OKTA | OKTA INC | $442.21万 | 1.16% | 29,609 | -393 | -1.3% | -$5.87万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $502.16万 | 1.32% | 60,233 | 2,891 | 5.0% | $24.10万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $605.47万 | 1.59% | 107,068 | -4,030 | -3.6% | -$22.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $624.85万 | 1.64% | 76,109 | 37,920 | 99.3% | $311.32万 | 加仓 |
| IVV | ISHARES TR | $707.00万 | 1.85% | 9,468 | -71 | -0.7% | -$5.30万 | 减仓 |
| WCLD | WISDOMTREE TR | $719.45万 | 1.89% | 206,798 | -3,262 | -1.6% | -$11.35万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $763.73万 | 2.00% | 20,809 | -3,684 | -15.0% | -$135.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $927.58万 | 2.43% | 209,906 | 92,881 | 79.4% | $410.44万 | 加仓 |
| META | META PLATFORMS INC | $938.19万 | 2.46% | 14,523 | 10 | 0.1% | $6,460 | 加仓 |
| AAPL | APPLE INC | $962.25万 | 2.52% | 28,832 | 1,163 | 4.2% | $38.81万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,216.38万 | 3.19% | 254,953 | 22,712 | 9.8% | $108.36万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,177.15万 | 5.71% | 248,874 | 47,661 | 23.7% | $416.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,512.82万 | 19.71% | 109,970 | 752 | 0.7% | $51.37万 | 加仓 |
| SGOV | ISHARES TR | $9,686.53万 | 25.41% | 963,067 | 154,413 | 19.1% | $1,553.09万 | 加仓 |