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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $37.77万 | 0.10% | 2,317 | 1 | 0.0% | $163 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $36.50万 | 0.10% | 2,542 | 41 | 1.6% | $5,887 | 加仓 |
| XT | ISHARES TR | $34.25万 | 0.09% | 4,279 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $33.76万 | 0.09% | 2,500 | -298 | -10.7% | -$4.02万 | 减仓 |
| NFLX | NETFLIX INC. | $33.08万 | 0.09% | 4,797 | 11 | 0.2% | $758 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $32.90万 | 0.09% | 9,663 | -279 | -2.8% | -$9,500 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $31.93万 | 0.08% | 3,179 | 1 | 0.0% | $100 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $30.92万 | 0.08% | 2,855 | 1 | 0.0% | $108 | 加仓 |
| PGR | PROGRESSIVE CORP | $30.71万 | 0.08% | 1,477 | 42 | 2.9% | $8,732 | 加仓 |
| CVX | CHEVRON CORPORATION | $30.00万 | 0.08% | 1,601 | 155 | 10.7% | $2.90万 | 加仓 |
| WM | WASTE MGMT INC DEL | $27.77万 | 0.07% | 1,160 | 115 | 11.0% | $2.75万 | 加仓 |
| MCD | MCDONALDS CORP | $26.44万 | 0.07% | 988 | 988 | — | $26.44万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.49万 | 0.07% | 514 | 514 | — | $25.49万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $25.27万 | 0.07% | 15,458 | 22 | 0.1% | $360 | 加仓 |
| MTUM | ISHARES TR | $24.97万 | 0.07% | 826 | 32 | 4.0% | $9,672 | 加仓 |
| BX | BLACKSTONE INC | $24.91万 | 0.07% | 1,963 | 208 | 11.9% | $2.64万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $23.74万 | 0.06% | 2,350 | 3 | 0.1% | $303 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $23.31万 | 0.06% | 2,442 | -51 | -2.0% | -$4,869 | 减仓 |
| IJR | ISHARES TR | $23.31万 | 0.06% | 1,596 | 53 | 3.4% | $7,741 | 加仓 |
| IBB | ISHARES TR | $22.77万 | 0.06% | 1,200 | 0 | 0.0% | — | 重新持有 |
| MRK | MERCK & CO INC | $22.69万 | 0.06% | 1,779 | 1,779 | — | $22.69万 | 新建仓 |
| HD | HOME DEPOT INC | $21.90万 | 0.06% | 646 | 25 | 4.0% | $8,476 | 重新持有 |
| TSLA | TESLA INC | $21.89万 | 0.06% | 575 | 74 | 14.8% | $2.82万 | 重新持有 |
| XVV | ISHARES TR | $21.85万 | 0.06% | 3,845 | 3,845 | — | $21.85万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $21.85万 | 0.06% | 9,731 | -1,748 | -15.2% | -$3.92万 | 减仓 |
| ABBV | ABBVIE INC | $21.80万 | 0.06% | 857 | 857 | — | $21.80万 | 新建仓 |
| VLUE | ISHARES TR | $21.70万 | 0.06% | 1,146 | 1,146 | — | $21.70万 | 新建仓 |
| IYW | ISHARES TR | $21.28万 | 0.06% | 890 | 890 | — | $21.28万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.08万 | 0.06% | 1,848 | 1 | 0.1% | $114 | 加仓 |
| ITA | ISHARES TR | $20.97万 | 0.06% | 909 | 0 | 0.0% | — | 重新持有 |
| SPYG | SPDR SERIES TRUST | $20.57万 | 0.05% | 1,769 | 1,769 | — | $20.57万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $20.44万 | 0.05% | 428 | 428 | — | $20.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.24万 | 0.05% | 1,809 | 1,809 | — | $20.24万 | 新建仓 |
| ICSH | ISHARES TR | $20.03万 | 0.05% | 3,964 | 3,964 | — | $20.03万 | 新建仓 |
| SHAK | SHAKE SHACK INC | $2.68万 | 0.01% | 29,000 | 0 | 0.0% | — | 不变 |
| — | MV OIL TR | $7,597 | 0.00% | 11,277 | -1,529 | -11.9% | -$1,030 | 减仓 |
| 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 |