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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -11,618 | -100.0% | -$198.59万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -479 | -100.0% | -$24.66万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,347 | -100.0% | -$22.92万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -1,976 | -100.0% | -$21.47万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.96万 | 清仓 |
| SHAK | SHAKE SHACK INC | $2.83万 | 0.01% | 29,000 | 0 | 0.0% | — | 不变 |
| — | MV OIL TR | $3.28万 | 0.01% | 12,806 | -2,100 | -14.1% | -$5,376 | 减仓 |
| USHY | ISHARES TR | $20.22万 | 0.06% | 5,451 | 5,451 | — | $20.22万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.34万 | 0.06% | 1,847 | -49 | -2.6% | -$5,395 | 重新持有 |
| PAR | PAR TECHNOLOGY CORP | $20.64万 | 0.06% | 15,436 | 15,436 | — | $20.64万 | 新建仓 |
| IJR | ISHARES TR | $20.79万 | 0.06% | 1,543 | -59 | -3.7% | -$7,950 | 减仓 |
| BX | BLACKSTONE INC | $21.03万 | 0.06% | 1,755 | -52 | -2.9% | -$6,231 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.13万 | 0.06% | 5,423 | 5,423 | — | $21.13万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $21.19万 | 0.06% | 4,546 | 4,546 | — | $21.19万 | 新建仓 |
| MTUM | ISHARES TR | $22.05万 | 0.06% | 794 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $22.85万 | 0.07% | 2,493 | 3 | 0.1% | $275 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $22.93万 | 0.07% | 2,347 | 2,347 | — | $22.93万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.07万 | 0.07% | 1,045 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $24.49万 | 0.07% | 8,636 | 8,636 | — | $24.49万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $26.01万 | 0.08% | 11,479 | -3,386 | -22.8% | -$7.67万 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.80万 | 0.08% | 1,446 | 188 | 14.9% | $3.61万 | 加仓 |
| PGR | PROGRESSIVE CORP | $28.79万 | 0.08% | 1,435 | -27 | -1.8% | -$5,418 | 减仓 |
| IWD | ISHARES TR | $30.06万 | 0.09% | 1,324 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $30.15万 | 0.09% | 2,854 | -425 | -13.0% | -$4.49万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $30.85万 | 0.09% | 3,178 | 1 | 0.0% | $97 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $31.22万 | 0.09% | 7,726 | 7,726 | — | $31.22万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $31.55万 | 0.09% | 2,020 | 20 | 1.0% | $3,124 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $31.57万 | 0.09% | 9,942 | -1,323 | -11.7% | -$4.20万 | 减仓 |
| XT | ISHARES TR | $32.08万 | 0.09% | 4,279 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.05万 | 0.10% | 1,329 | 15 | 1.1% | $3,730 | 加仓 |
| ITOT | ISHARES TR | $36.04万 | 0.10% | 2,316 | 170 | 7.9% | $2.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $36.15万 | 0.10% | 1,590 | 133 | 9.1% | $3.02万 | 加仓 |
| TFC | TRUIST FINL CORP | $36.77万 | 0.11% | 7,260 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $37.08万 | 0.11% | 2,798 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $38.84万 | 0.11% | 1,721 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $40.26万 | 0.12% | 5,626 | -247 | -4.2% | -$1.77万 | 减仓 |
| OKE | ONEOK INC NEW | $40.69万 | 0.12% | 4,555 | -670 | -12.8% | -$5.98万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $41.42万 | 0.12% | 2,681 | 1 | 0.0% | $155 | 加仓 |
| IWO | ISHARES TR | $42.23万 | 0.12% | 1,202 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $42.69万 | 0.12% | 1,529 | 292 | 23.6% | $8.15万 | 加仓 |
| NFLX | NETFLIX INC. | $44.09万 | 0.13% | 4,786 | -78 | -1.6% | -$7,186 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $44.34万 | 0.13% | 1,801 | 1 | 0.1% | $246 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $44.50万 | 0.13% | 12,418 | 4,288 | 52.7% | $15.37万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $45.08万 | 0.13% | 2,501 | 1 | 0.0% | $180 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $45.99万 | 0.13% | 9,088 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $47.28万 | 0.14% | 8,941 | -102 | -1.1% | -$5,394 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.83万 | 0.14% | 13,169 | 13,169 | — | $48.83万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $50.30万 | 0.15% | 3,405 | -145 | -4.1% | -$2.14万 | 减仓 |
| AGG | ISHARES TR | $50.98万 | 0.15% | 5,152 | 5,152 | — | $50.98万 | 新建仓 |
| DGRO | ISHARES TR | $51.68万 | 0.15% | 7,108 | 7,108 | — | $51.68万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $52.11万 | 0.15% | 13,949 | 13,949 | — | $52.11万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $53.11万 | 0.15% | 10,426 | -1,631 | -13.5% | -$8.31万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $53.40万 | 0.15% | 16,020 | 2,888 | 22.0% | $9.63万 | 加仓 |
| IXUS | ISHARES TR | $54.09万 | 0.16% | 5,930 | 5,930 | — | $54.09万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $55.24万 | 0.16% | 553 | -115 | -17.2% | -$11.49万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $55.27万 | 0.16% | 1,787 | 4 | 0.2% | $1,237 | 加仓 |
| GLDM | WORLD GOLD TR | $56.93万 | 0.17% | 6,328 | 726 | 13.0% | $6.53万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $57.95万 | 0.17% | 2,531 | -6 | -0.2% | -$1,374 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $61.28万 | 0.18% | 11,287 | 6,985 | 162.4% | $37.92万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $62.02万 | 0.18% | 10,506 | 5 | 0.0% | $295 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $62.44万 | 0.18% | 10,309 | -500 | -4.6% | -$3.03万 | 减仓 |
| STIP | ISHARES TR | $63.60万 | 0.18% | 6,115 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $63.88万 | 0.19% | 5,386 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $65.92万 | 0.19% | 13,128 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $65.98万 | 0.19% | 1,724 | -13 | -0.7% | -$4,975 | 减仓 |
| DVY | ISHARES TR | $66.14万 | 0.19% | 4,323 | -150 | -3.4% | -$2.30万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $67.65万 | 0.20% | 21,709 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $69.21万 | 0.20% | 9,120 | 6,813 | 295.3% | $51.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.47万 | 0.21% | 10,803 | 385 | 3.7% | $2.58万 | 加仓 |
| AVGO | BROADCOM INC | $72.84万 | 0.21% | 1,796 | 51 | 2.9% | $2.07万 | 加仓 |
| IEFA | ISHARES TR | $73.53万 | 0.21% | 7,874 | 73 | 0.9% | $6,817 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.57万 | 0.21% | 3,239 | -38 | -1.2% | -$8,631 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $74.38万 | 0.22% | 18,543 | 18,543 | — | $74.38万 | 新建仓 |
| GOOG | ALPHABET INC | $74.94万 | 0.22% | 2,158 | 103 | 5.0% | $3.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $76.44万 | 0.22% | 10,061 | 10,061 | — | $76.44万 | 新建仓 |
| WMT | WALMART INC | $76.84万 | 0.22% | 6,002 | -488 | -7.5% | -$6.25万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $77.48万 | 0.22% | 16,739 | -37 | -0.2% | -$1,713 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $81.42万 | 0.24% | 21,370 | 21,370 | — | $81.42万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $86.42万 | 0.25% | 8,337 | 390 | 4.9% | $4.04万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $87.74万 | 0.25% | 1,796 | -394 | -18.0% | -$19.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.75万 | 0.26% | 1,888 | -58 | -3.0% | -$2.76万 | 减仓 |
| IWR | ISHARES TR | $93.84万 | 0.27% | 9,158 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL ETF TRUST | $104.73万 | 0.30% | 19,981 | 19,981 | — | $104.73万 | 新建仓 |
| — | EXXON MOBIL CORP | $113.93万 | 0.33% | 7,366 | -43 | -0.6% | -$6,651 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $128.05万 | 0.37% | 30,359 | 30,359 | — | $128.05万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $128.90万 | 0.37% | 6,331 | 53 | 0.8% | $1.08万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $129.60万 | 0.38% | 5,837 | -1,223 | -17.3% | -$27.16万 | 减仓 |
| SOXX | ISHARES TR | $135.03万 | 0.39% | 3,001 | -269 | -8.2% | -$12.10万 | 减仓 |
| AMZN | AMAZON COM INC | $144.10万 | 0.42% | 5,478 | -211 | -3.7% | -$5.55万 | 减仓 |
| GOOGL | ALPHABET INC | $150.13万 | 0.44% | 4,290 | -66 | -1.5% | -$2.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $150.77万 | 0.44% | 9,476 | -1,726 | -15.4% | -$27.46万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $158.25万 | 0.46% | 20,237 | -2,222 | -9.9% | -$17.38万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $168.14万 | 0.49% | 45,989 | 34,607 | 304.1% | $126.52万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $169.42万 | 0.49% | 13,594 | 96 | 0.7% | $1.20万 | 加仓 |
| IWF | ISHARES TR | $171.24万 | 0.50% | 14,414 | 10,849 | 304.3% | $128.88万 | 加仓 |
| NOW | SERVICENOW INC | $180.48万 | 0.52% | 20,304 | -1,627 | -7.4% | -$14.46万 | 减仓 |