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 |
|---|---|---|---|---|---|---|---|---|
| ONEQ | FIDELITY COMWLTH TR | $30.85万 | 0.09% | 3,178 | 1 | 0.0% | $97 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $30.15万 | 0.09% | 2,854 | -425 | -13.0% | -$4.49万 | 减仓 |
| IWD | ISHARES TR | $30.06万 | 0.09% | 1,324 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $28.79万 | 0.08% | 1,435 | -27 | -1.8% | -$5,418 | 减仓 |
| CVX | CHEVRON CORPORATION | $27.80万 | 0.08% | 1,446 | 188 | 14.9% | $3.61万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $26.01万 | 0.08% | 11,479 | -3,386 | -22.8% | -$7.67万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $24.49万 | 0.07% | 8,636 | 8,636 | — | $24.49万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.07万 | 0.07% | 1,045 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $22.93万 | 0.07% | 2,347 | 2,347 | — | $22.93万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $22.85万 | 0.07% | 2,493 | 3 | 0.1% | $275 | 加仓 |
| MTUM | ISHARES TR | $22.05万 | 0.06% | 794 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.19万 | 0.06% | 4,546 | 4,546 | — | $21.19万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.13万 | 0.06% | 5,423 | 5,423 | — | $21.13万 | 新建仓 |
| BX | BLACKSTONE INC | $21.03万 | 0.06% | 1,755 | -52 | -2.9% | -$6,231 | 减仓 |
| IJR | ISHARES TR | $20.79万 | 0.06% | 1,543 | -59 | -3.7% | -$7,950 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $20.64万 | 0.06% | 15,436 | 15,436 | — | $20.64万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.34万 | 0.06% | 1,847 | -49 | -2.6% | -$5,395 | 重新持有 |
| USHY | ISHARES TR | $20.22万 | 0.06% | 5,451 | 5,451 | — | $20.22万 | 新建仓 |
| — | MV OIL TR | $3.28万 | 0.01% | 12,806 | -2,100 | -14.1% | -$5,376 | 减仓 |
| SHAK | SHAKE SHACK INC | $2.83万 | 0.01% | 29,000 | 0 | 0.0% | — | 不变 |
| 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 |