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 |
|---|---|---|---|---|---|---|---|---|
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $0 | 0.00% | 0 | -21,709 | -100.0% | -$67.65万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2,020 | -100.0% | -$31.55万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,546 | -100.0% | -$21.19万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,423 | -100.0% | -$21.13万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -5,451 | -100.0% | -$20.22万 | 清仓 |
| — | MV OIL TR | $7,597 | 0.00% | 11,277 | -1,529 | -11.9% | -$1,030 | 减仓 |
| SHAK | SHAKE SHACK INC | $2.68万 | 0.01% | 29,000 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $20.03万 | 0.05% | 3,964 | 3,964 | — | $20.03万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.24万 | 0.05% | 1,809 | 1,809 | — | $20.24万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.44万 | 0.05% | 428 | 428 | — | $20.44万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $20.57万 | 0.05% | 1,769 | 1,769 | — | $20.57万 | 新建仓 |
| ITA | ISHARES TR | $20.97万 | 0.06% | 909 | 0 | 0.0% | — | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $21.08万 | 0.06% | 1,848 | 1 | 0.1% | $114 | 加仓 |
| IYW | ISHARES TR | $21.28万 | 0.06% | 890 | 890 | — | $21.28万 | 新建仓 |
| VLUE | ISHARES TR | $21.70万 | 0.06% | 1,146 | 1,146 | — | $21.70万 | 新建仓 |
| ABBV | ABBVIE INC | $21.80万 | 0.06% | 857 | 857 | — | $21.80万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $21.85万 | 0.06% | 9,731 | -1,748 | -15.2% | -$3.92万 | 减仓 |
| XVV | ISHARES TR | $21.85万 | 0.06% | 3,845 | 3,845 | — | $21.85万 | 新建仓 |
| TSLA | TESLA INC | $21.89万 | 0.06% | 575 | 74 | 14.8% | $2.82万 | 重新持有 |
| HD | HOME DEPOT INC | $21.90万 | 0.06% | 646 | 25 | 4.0% | $8,476 | 重新持有 |
| MRK | MERCK & CO INC | $22.69万 | 0.06% | 1,779 | 1,779 | — | $22.69万 | 新建仓 |
| IBB | ISHARES TR | $22.77万 | 0.06% | 1,200 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES TR | $23.31万 | 0.06% | 1,596 | 53 | 3.4% | $7,741 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $23.31万 | 0.06% | 2,442 | -51 | -2.0% | -$4,869 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $23.74万 | 0.06% | 2,350 | 3 | 0.1% | $303 | 加仓 |
| BX | BLACKSTONE INC | $24.91万 | 0.07% | 1,963 | 208 | 11.9% | $2.64万 | 加仓 |
| MTUM | ISHARES TR | $24.97万 | 0.07% | 826 | 32 | 4.0% | $9,672 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $25.27万 | 0.07% | 15,458 | 22 | 0.1% | $360 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.49万 | 0.07% | 514 | 514 | — | $25.49万 | 新建仓 |
| MCD | MCDONALDS CORP | $26.44万 | 0.07% | 988 | 988 | — | $26.44万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $27.77万 | 0.07% | 1,160 | 115 | 11.0% | $2.75万 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.00万 | 0.08% | 1,601 | 155 | 10.7% | $2.90万 | 加仓 |
| PGR | PROGRESSIVE CORP | $30.71万 | 0.08% | 1,477 | 42 | 2.9% | $8,732 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $30.92万 | 0.08% | 2,855 | 1 | 0.0% | $108 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $31.93万 | 0.08% | 3,179 | 1 | 0.0% | $100 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.90万 | 0.09% | 9,663 | -279 | -2.8% | -$9,500 | 减仓 |
| NFLX | NETFLIX INC. | $33.08万 | 0.09% | 4,797 | 11 | 0.2% | $758 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $33.76万 | 0.09% | 2,500 | -298 | -10.7% | -$4.02万 | 减仓 |
| XT | ISHARES TR | $34.25万 | 0.09% | 4,279 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $36.50万 | 0.10% | 2,542 | 41 | 1.6% | $5,887 | 加仓 |
| ITOT | ISHARES TR | $37.77万 | 0.10% | 2,317 | 1 | 0.0% | $163 | 加仓 |
| TFC | TRUIST FINL CORP | $38.41万 | 0.10% | 7,317 | 57 | 0.8% | $2,992 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $40.56万 | 0.11% | 9,861 | 2,135 | 27.6% | $8.78万 | 加仓 |
| SNDK | SANDISK CORP | $42.07万 | 0.11% | 310 | 310 | — | $42.07万 | 新建仓 |
| OKE | ONEOK INC NEW | $42.59万 | 0.11% | 4,554 | -1 | -0.0% | -$94 | 减仓 |
| IJH | ISHARES TR | $42.75万 | 0.11% | 5,659 | 33 | 0.6% | $2,493 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $42.96万 | 0.11% | 2,682 | 1 | 0.0% | $160 | 加仓 |
| LRCX | LAM RESEARCH CORP | $43.03万 | 0.11% | 1,373 | 44 | 3.3% | $1.38万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.63万 | 0.11% | 1,836 | 115 | 6.7% | $2.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $44.40万 | 0.12% | 1,499 | -30 | -2.0% | -$8,887 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.55万 | 0.12% | 1,761 | 171 | 10.8% | $4.33万 | 加仓 |
| IWD | ISHARES TR | $44.64万 | 0.12% | 1,800 | 476 | 36.0% | $11.80万 | 加仓 |
| IWO | ISHARES TR | $45.28万 | 0.12% | 1,202 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $45.47万 | 0.12% | 15,186 | 6,550 | 75.8% | $19.61万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $45.71万 | 0.12% | 12,232 | -1,717 | -12.3% | -$6.42万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $47.20万 | 0.12% | 8,120 | 8,120 | — | $47.20万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $47.25万 | 0.12% | 7,017 | 7,017 | — | $47.25万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $47.93万 | 0.13% | 9,088 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $48.65万 | 0.13% | 1,801 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $49.38万 | 0.13% | 5,029 | -123 | -2.4% | -$1.21万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $50.04万 | 0.13% | 5,869 | -29,345 | -83.3% | -$250.22万 | 减仓 |
| GLDM | WORLD GOLD TR | $50.28万 | 0.13% | 6,328 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $50.72万 | 0.13% | 12,834 | -335 | -2.5% | -$1.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $51.93万 | 0.14% | 14,841 | -1,179 | -7.4% | -$4.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $52.16万 | 0.14% | 3,369 | -36 | -1.1% | -$5,573 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $52.40万 | 0.14% | 14,527 | 2,109 | 17.0% | $7.61万 | 加仓 |
| BAC | BANK OF AMER CORP | $53.73万 | 0.14% | 8,769 | -172 | -1.9% | -$1.05万 | 减仓 |
| DGRO | ISHARES TR | $54.83万 | 0.14% | 7,108 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $55.21万 | 0.14% | 5,930 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $56.24万 | 0.15% | 598 | 45 | 8.1% | $4.23万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $57.02万 | 0.15% | 7,808 | 7,808 | — | $57.02万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $57.32万 | 0.15% | 10,134 | -292 | -2.8% | -$1.65万 | 减仓 |
| AMGN | AMGEN INC | $58.91万 | 0.15% | 1,608 | 1,608 | — | $58.91万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $60.88万 | 0.16% | 4,857 | -529 | -9.8% | -$6.63万 | 减仓 |
| DVY | ISHARES TR | $61.55万 | 0.16% | 3,803 | -520 | -12.0% | -$8.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $61.78万 | 0.16% | 2,531 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $62.04万 | 0.16% | 6,116 | 1 | 0.0% | $101 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $62.59万 | 0.16% | 10,309 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $62.69万 | 0.16% | 5,487 | -515 | -8.6% | -$5.88万 | 减仓 |
| INTC | INTEL CORP | $62.77万 | 0.16% | 6,605 | -30,977 | -82.4% | -$294.38万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $67.07万 | 0.18% | 3,154 | -85 | -2.6% | -$1.81万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $67.97万 | 0.18% | 16,438 | -2,105 | -11.4% | -$8.70万 | 减仓 |
| VO | VANGUARD INDEX FDS | $68.71万 | 0.18% | 8,563 | -27,917 | -76.5% | -$224.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $69.51万 | 0.18% | 2,038 | 251 | 14.0% | $8.56万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $75.02万 | 0.20% | 13,006 | 2,500 | 23.8% | $14.42万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $75.04万 | 0.20% | 13,128 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $75.73万 | 0.20% | 10,865 | 62 | 0.6% | $4,322 | 加仓 |
| SPYD | SPDR SERIES TRUST | $77.60万 | 0.20% | 15,711 | -1,028 | -6.1% | -$5.08万 | 减仓 |
| IEFA | ISHARES TR | $78.84万 | 0.21% | 8,191 | 317 | 4.0% | $3.05万 | 加仓 |
| GOOG | ALPHABET INC | $79.91万 | 0.21% | 2,309 | 151 | 7.0% | $5.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $82.51万 | 0.22% | 10,171 | 110 | 1.1% | $8,923 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $84.01万 | 0.22% | 8,191 | -146 | -1.8% | -$1.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.10万 | 0.23% | 1,754 | -134 | -7.1% | -$6.58万 | 减仓 |
| AVGO | BROADCOM INC | $88.79万 | 0.23% | 2,394 | 598 | 33.3% | $22.18万 | 加仓 |
| AMAT | APPLIED MATLS INC | $90.93万 | 0.24% | 1,717 | -7 | -0.4% | -$3,707 | 减仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $91.17万 | 0.24% | 41,103 | 41,103 | — | $91.17万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $93.55万 | 0.25% | 1,796 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $100.13万 | 0.26% | 9,158 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $107.88万 | 0.28% | 19,906 | 8,619 | 76.4% | $46.71万 | 加仓 |
| VGT | VANGUARD WORLD FD | $113.33万 | 0.30% | 10,020 | -62,476 | -86.2% | -$706.63万 | 减仓 |