Selby Wealth Management, LLC
EMERYVILLE CA · SEC CIK 0002110725
$2.54亿2026Q1 申报市值
81持仓数
46.3%前十大占比 · 第一大 7.3%
0 / 3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
NEAR 加仓+$437.72万
VYM 加仓+$213.25万
VIG 加仓+$156.15万
VYMI 加仓+$137.61万
SPYM 加仓+$67.34万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$73.49万
SCHG 减仓-$38.71万
SPY 减仓-$35.12万
MINT 减仓-$27.25万
NOW 清仓-$22.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,854.50万 | 7.30% | 393,903 | 6,228 | 1.6% | $29.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,828.22万 | 7.20% | 361,238 | -14,520 | -3.9% | -$73.49万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,731.97万 | 6.82% | 379,651 | -1,997 | -0.5% | -$9.11万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,270.41万 | 5.00% | 244,639 | -56 | -0.0% | -$2,908 | 减仓 |
| PYLD | PIMCO ETF TR | $1,054.87万 | 4.16% | 402,622 | 7,253 | 1.8% | $19.00万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $932.69万 | 3.67% | 160,311 | 4,459 | 2.9% | $25.94万 | 加仓 |
| IJR | ISHARES TR | $910.24万 | 3.59% | 73,224 | -688 | -0.9% | -$8.55万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $741.15万 | 2.92% | 87,689 | -750 | -0.8% | -$6.34万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $729.19万 | 2.87% | 143,443 | 86,107 | 150.2% | $437.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $710.32万 | 2.80% | 10,922 | -540 | -4.7% | -$35.12万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $650.88万 | 2.56% | 223,439 | -13,290 | -5.6% | -$38.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $620.76万 | 2.45% | 42,977 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $586.93万 | 2.31% | 60,696 | 5,794 | 10.6% | $56.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $546.32万 | 2.15% | 17,029 | -70 | -0.4% | -$2.25万 | 减仓 |
| BOND | PIMCO ETF TR | $540.08万 | 2.13% | 58,526 | 1,452 | 2.5% | $13.40万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $508.35万 | 2.00% | 34,325 | 14,399 | 72.3% | $213.25万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $460.10万 | 1.81% | 179,447 | -3,043 | -1.7% | -$7.80万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $458.86万 | 1.81% | 148,210 | -3,877 | -2.5% | -$12.00万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $416.18万 | 1.64% | 19,352 | 7,261 | 60.1% | $156.15万 | 加仓 |
| AAPL | APPLE INC | $393.93万 | 1.55% | 15,522 | -58 | -0.4% | -$1.47万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $336.03万 | 1.32% | 77,911 | 276 | 0.4% | $1.19万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $314.66万 | 1.24% | 125,363 | -2,508 | -2.0% | -$6.30万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $307.96万 | 1.21% | 76,627 | 8,578 | 12.6% | $34.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $304.08万 | 1.20% | 99,112 | -2,405 | -2.4% | -$7.38万 | 减仓 |
| VO | VANGUARD INDEX FDS | $294.47万 | 1.16% | 10,254 | -214 | -2.0% | -$6.15万 | 减仓 |
| ACWI | ISHARES TR | $283.51万 | 1.12% | 20,489 | -974 | -4.5% | -$13.48万 | 减仓 |
| IWB | ISHARES TR | $277.59万 | 1.09% | 7,785 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $266.31万 | 1.05% | 22,284 | -903 | -3.9% | -$10.79万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $263.64万 | 1.04% | 61,974 | 14,481 | 30.5% | $61.60万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $257.73万 | 1.02% | 40,327 | -978 | -2.4% | -$6.25万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $256.28万 | 1.01% | 42,628 | -1,158 | -2.6% | -$6.96万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $252.76万 | 1.00% | 49,580 | 361 | 0.7% | $1.84万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $234.27万 | 0.92% | 74,206 | 11,559 | 18.5% | $36.49万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $227.92万 | 0.90% | 31,163 | -1,969 | -5.9% | -$14.40万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $221.32万 | 0.87% | 62,501 | -513 | -0.8% | -$1.82万 | 减仓 |
| IJH | ISHARES TR | $215.64万 | 0.85% | 31,933 | 920 | 3.0% | $6.21万 | 加仓 |
| DGRO | ISHARES TR | $214.28万 | 0.84% | 30,533 | 12 | 0.0% | $842 | 加仓 |
| AOR | ISHARES TR | $207.91万 | 0.82% | 32,309 | 1,674 | 5.5% | $10.77万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $194.57万 | 0.77% | 20,647 | 14,602 | 241.6% | $137.61万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $188.30万 | 0.74% | 47,396 | -506 | -1.1% | -$2.01万 | 减仓 |
| USMV | ISHARES TR | $187.27万 | 0.74% | 20,193 | -1,060 | -5.0% | -$9.83万 | 减仓 |
| QUAL | ISHARES TR | $177.13万 | 0.70% | 9,234 | 0 | 0.0% | — | 不变 |
| EUSA | ISHARES INC | $169.22万 | 0.67% | 16,628 | -278 | -1.6% | -$2.83万 | 减仓 |
| QUS | SPDR SERIES TRUST | $146.72万 | 0.58% | 8,548 | -40 | -0.5% | -$6,866 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $145.81万 | 0.57% | 36,635 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $141.91万 | 0.56% | 30,803 | 11,641 | 60.8% | $53.63万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $140.76万 | 0.55% | 14,050 | -424 | -2.9% | -$4.25万 | 减仓 |
| VB | VANGUARD INDEX FDS | $139.33万 | 0.55% | 5,320 | -106 | -2.0% | -$2.78万 | 减仓 |
| QDF | FLEXSHARES TR | $130.68万 | 0.51% | 16,523 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $121.80万 | 0.48% | 25,965 | 1,380 | 5.6% | $6.47万 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $115.35万 | 0.45% | 25,845 | 336 | 1.3% | $1.50万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $113.02万 | 0.45% | 8,171 | -23 | -0.3% | -$3,181 | 减仓 |
| IVV | ISHARES TR | $109.37万 | 0.43% | 1,674 | 73 | 4.6% | $4.77万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $108.70万 | 0.43% | 25,444 | -363 | -1.4% | -$1.55万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $98.66万 | 0.39% | 12,890 | 8,798 | 215.0% | $67.34万 | 加仓 |
| DON | WISDOMTREE TR | $91.74万 | 0.36% | 17,462 | -480 | -2.7% | -$2.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $85.53万 | 0.34% | 1,958 | 1,280 | 188.8% | $55.92万 | 加仓 |
| EFA | ISHARES TR | $74.73万 | 0.29% | 7,694 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $71.98万 | 0.28% | 1,247 | -14 | -1.1% | -$8,081 | 减仓 |
| MINT | PIMCO ETF TR | $71.33万 | 0.28% | 7,092 | -2,709 | -27.6% | -$27.25万 | 减仓 |
| MTUM | ISHARES TR | $71.29万 | 0.28% | 2,970 | -15 | -0.5% | -$3,600 | 减仓 |
| IPAC | ISHARES TR | $70.97万 | 0.28% | 9,276 | 265 | 2.9% | $2.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.08万 | 0.26% | 24,600 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $63.08万 | 0.25% | 6,443 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $59.27万 | 0.23% | 20,381 | -149 | -0.7% | -$4,333 | 减仓 |
| WFC | WELLS FARGO & CO | $54.96万 | 0.22% | 6,904 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $46.29万 | 0.18% | 4,824 | -208 | -4.1% | -$2.00万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.98万 | 0.17% | 697 | -9 | -1.3% | -$5,550 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.59万 | 0.17% | 7,513 | -605 | -7.5% | -$3.43万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $41.83万 | 0.16% | 8,294 | 1 | 0.0% | $50 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $41.68万 | 0.16% | 1,705 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $38.87万 | 0.15% | 8,100 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $35.30万 | 0.14% | 12,177 | 0 | 0.0% | — | 不变 |
| BAUG | INNOVATOR ETFS TRUST | $30.29万 | 0.12% | 6,200 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $30.04万 | 0.12% | 3,026 | -185 | -5.8% | -$1.84万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.68万 | 0.11% | 598 | -10 | -1.6% | -$4,629 | 减仓 |
| SDY | SPDR SERIES TRUST | $26.66万 | 0.11% | 1,827 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $24.49万 | 0.10% | 6,301 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $23.88万 | 0.09% | 3,498 | -272 | -7.2% | -$1.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.55万 | 0.09% | 7,680 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $21.30万 | 0.08% | 2,059 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$22.98万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -435 | -100.0% | -$21.02万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,923 | -100.0% | -$20.57万 | 清仓 |