Selby Wealth Management, LLC
EMERYVILLE CA · SEC CIK 0002110725
$2.82亿2026Q2 申报市值
83持仓数
44.8%前十大占比 · 第一大 7.0%
4 / 2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
VIG 加仓+$136.01万
VYM 加仓+$124.96万
JCPB 加仓+$118.99万
VYMI 加仓+$110.43万
NEAR 加仓+$90.42万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$78.34万
INNOVATOR ETFS T 清仓-$65.08万
IJR 减仓-$47.43万
GBIL 减仓-$40.37万
BOCT 清仓-$38.87万
2026Q2 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 | $1,967.98万 | 6.98% | 419,253 | 25,350 | 6.4% | $118.99万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,803.02万 | 6.39% | 396,355 | 16,704 | 4.4% | $75.99万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,748.44万 | 6.20% | 345,746 | -15,492 | -4.3% | -$78.34万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,308.47万 | 4.64% | 249,994 | 5,355 | 2.2% | $28.03万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,153.64万 | 4.09% | 169,628 | 9,317 | 5.8% | $63.37万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,116.27万 | 3.96% | 420,915 | 18,293 | 4.5% | $48.51万 | 加仓 |
| IJR | ISHARES TR | $1,038.56万 | 3.68% | 70,026 | -3,198 | -4.4% | -$47.43万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $859.92万 | 3.05% | 87,222 | -467 | -0.5% | -$4.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $818.40万 | 2.90% | 10,959 | 37 | 0.3% | $2.76万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $817.10万 | 2.90% | 161,291 | 17,848 | 12.4% | $90.42万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $783.72万 | 2.78% | 231,597 | 8,158 | 3.7% | $27.61万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $667.40万 | 2.37% | 42,232 | 7,907 | 23.0% | $124.96万 | 加仓 |
| MOAT | VANECK ETF TRUST | $632.29万 | 2.24% | 60,820 | 124 | 0.2% | $1.29万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $630.21万 | 2.23% | 42,977 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $627.90万 | 2.23% | 16,968 | -61 | -0.4% | -$2.26万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $593.93万 | 2.11% | 25,100 | 5,748 | 29.7% | $136.01万 | 加仓 |
| BOND | PIMCO ETF TR | $590.56万 | 2.09% | 64,045 | 5,519 | 9.4% | $50.89万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $532.74万 | 1.89% | 181,021 | 1,574 | 0.9% | $4.63万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $526.07万 | 1.86% | 142,683 | -5,527 | -3.7% | -$20.38万 | 减仓 |
| AAPL | APPLE INC | $449.42万 | 1.59% | 15,531 | 9 | 0.1% | $2,604 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $408.01万 | 1.45% | 86,443 | 9,816 | 12.8% | $46.33万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $377.81万 | 1.34% | 130,458 | 5,095 | 4.1% | $14.76万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $369.77万 | 1.31% | 80,913 | 3,002 | 3.9% | $13.72万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $360.29万 | 1.28% | 73,111 | 11,137 | 18.0% | $54.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $325.42万 | 1.15% | 40,389 | -627 | -1.5% | -$5.05万 | 减仓 |
| IWB | ISHARES TR | $318.81万 | 1.13% | 7,785 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $314.39万 | 1.11% | 99,145 | 33 | 0.0% | $1,046 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $313.19万 | 1.11% | 31,893 | 11,246 | 54.5% | $110.43万 | 加仓 |
| ACWI | ISHARES TR | $306.25万 | 1.09% | 19,510 | -979 | -4.8% | -$15.37万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $305.10万 | 1.08% | 81,448 | 7,242 | 9.8% | $27.13万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $284.48万 | 1.01% | 41,505 | -1,123 | -2.6% | -$7.70万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $282.35万 | 1.00% | 41,780 | 1,453 | 3.6% | $9.82万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $264.18万 | 0.94% | 51,801 | 2,221 | 4.5% | $11.33万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $251.89万 | 0.89% | 65,291 | 2,790 | 4.5% | $10.76万 | 加仓 |
| ACWV | ISHARES INC | $243.84万 | 0.86% | 20,281 | -2,003 | -9.0% | -$24.08万 | 减仓 |
| IJH | ISHARES TR | $240.76万 | 0.85% | 31,222 | -711 | -2.2% | -$5.48万 | 减仓 |
| DGRO | ISHARES TR | $231.06万 | 0.82% | 30,487 | -46 | -0.2% | -$3,486 | 减仓 |
| AOR | ISHARES TR | $230.36万 | 0.82% | 33,146 | 837 | 2.6% | $5.82万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $223.40万 | 0.79% | 29,827 | -1,336 | -4.3% | -$10.01万 | 减仓 |
| QUAL | ISHARES TR | $201.86万 | 0.72% | 9,199 | -35 | -0.4% | -$7,680 | 减仓 |
| SPYM | SPDR SERIES TRUST | $188.68万 | 0.67% | 21,470 | 8,580 | 66.6% | $75.40万 | 加仓 |
| EUSA | ISHARES INC | $188.41万 | 0.67% | 16,499 | -129 | -0.8% | -$1.47万 | 减仓 |
| USMV | ISHARES TR | $180.77万 | 0.64% | 18,741 | -1,452 | -7.2% | -$14.01万 | 减仓 |
| VB | VANGUARD INDEX FDS | $160.66万 | 0.57% | 5,300 | -20 | -0.4% | -$6,063 | 减仓 |
| QUS | SPDR SERIES TRUST | $159.73万 | 0.57% | 8,548 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $155.94万 | 0.55% | 30,115 | 4,150 | 16.0% | $21.49万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $154.72万 | 0.55% | 39,199 | -8,197 | -17.3% | -$32.35万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $154.18万 | 0.55% | 36,535 | -100 | -0.3% | -$4,220 | 减仓 |
| QDF | FLEXSHARES TR | $147.49万 | 0.52% | 16,403 | -120 | -0.7% | -$1.08万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $142.96万 | 0.51% | 31,045 | 242 | 0.8% | $1.11万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $136.90万 | 0.49% | 27,921 | 2,076 | 8.0% | $10.18万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $127.83万 | 0.45% | 8,145 | -26 | -0.3% | -$4,080 | 减仓 |
| IVV | ISHARES TR | $125.67万 | 0.45% | 1,678 | 4 | 0.2% | $2,996 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $113.65万 | 0.40% | 24,901 | -543 | -2.1% | -$2.48万 | 减仓 |
| MTUM | ISHARES TR | $100.71万 | 0.36% | 2,938 | -32 | -1.1% | -$1.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $100.47万 | 0.36% | 11,663 | -85 | -0.7% | -$7,322 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $100.36万 | 0.36% | 10,020 | -4,030 | -28.7% | -$40.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $92.87万 | 0.33% | 1,261 | 14 | 1.1% | $1.03万 | 加仓 |
| DON | WISDOMTREE TR | $90.20万 | 0.32% | 15,959 | -1,503 | -8.6% | -$8.49万 | 减仓 |
| EFA | ISHARES TR | $79.93万 | 0.28% | 7,695 | 1 | 0.0% | $104 | 加仓 |
| SPYG | SPDR SERIES TRUST | $76.67万 | 0.27% | 6,443 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES TR | $74.44万 | 0.26% | 9,086 | -190 | -2.0% | -$1.56万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $72.09万 | 0.26% | 19,952 | -429 | -2.1% | -$1.55万 | 减仓 |
| MINT | PIMCO ETF TR | $70.91万 | 0.25% | 7,034 | -58 | -0.8% | -$5,847 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.95万 | 0.24% | 22,700 | 22,700 | — | $66.95万 | 新建仓 |
| WFC | WELLS FARGO & CO | $57.05万 | 0.20% | 6,904 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $55.57万 | 0.20% | 10,997 | 2,703 | 32.6% | $13.66万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $53.01万 | 0.19% | 4,729 | -95 | -2.0% | -$1.06万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $47.42万 | 0.17% | 674 | -23 | -3.3% | -$1.62万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $42.78万 | 0.15% | 9,035 | 9,035 | — | $42.78万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.77万 | 0.15% | 7,573 | 60 | 0.8% | $3,389 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.76万 | 0.14% | 1,605 | -100 | -5.9% | -$2.54万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $33.24万 | 0.12% | 6,200 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $32.56万 | 0.12% | 3,653 | 3,653 | — | $32.56万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.17万 | 0.11% | 578 | -20 | -3.3% | -$1.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $27.95万 | 0.10% | 6,301 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $25.60万 | 0.09% | 2,586 | -440 | -14.5% | -$4.36万 | 减仓 |
| T | AT&T INC | $25.21万 | 0.09% | 12,177 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $24.73万 | 0.09% | 1,625 | -202 | -11.1% | -$3.07万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $23.25万 | 0.08% | 2,868 | -630 | -18.0% | -$5.11万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.22万 | 0.08% | 7,680 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $21.03万 | 0.07% | 2,059 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $20.87万 | 0.07% | 584 | 584 | — | $20.87万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -24,600 | -100.0% | -$65.08万 | 清仓 |
| BOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,100 | -100.0% | -$38.87万 | 清仓 |