Selective Wealth Management, Inc. 13F 持仓 · 2026年Q2
Selective Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 3.81 亿美元。前几大持仓：SGOV（25.41%）、VOO（19.71%）、SPYM（5.71%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $96.9M | 25.41% | 963,067 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $75.1M | 19.71% | 109,970 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $21.8M | 5.71% | 248,874 | 增持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $12.2M | 3.19% | 254,953 | 增持 |
| 5 | AAPL | APPLE INC | $9.6M | 2.52% | 28,832 | 增持 |
| 6 | META | META PLATFORMS INC | $9.4M | 2.46% | 14,523 | 增持 |
| 7 | DFAC | DIMENSIONAL ETF TRUST | $9.3M | 2.43% | 209,906 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $7.6M | 2.00% | 20,809 | 减持 |
| 9 | WCLD | WISDOMTREE TR | $7.2M | 1.89% | 206,798 | 减持 |
| 10 | IVV | ISHARES TR | $7.1M | 1.85% | 9,468 | 减持 |
| 11 | DCOR | DIMENSIONAL ETF TRUST | $6.2M | 1.64% | 76,109 | 增持 |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.1M | 1.59% | 107,068 | 减持 |
| 13 | VXUS | VANGUARD STAR FDS | $5.0M | 1.32% | 60,233 | 增持 |
| 14 | OKTA | OKTA INC | $4.4M | 1.16% | 29,609 | 减持 |
| 15 | DOCU | DOCUSIGN INC | $3.6M | 0.94% | 67,719 | 减持 |
| 16 | DFIC | DIMENSIONAL ETF TRUST | $3.6M | 0.93% | 95,310 | 增持 |
| 17 | CRM | SALESFORCE INC | $3.3M | 0.86% | 19,237 | 减持 |
| 18 | VEEV | VEEVA SYS INC | $3.2M | 0.85% | 16,577 | 减持 |
| 19 | QQQ | INVESCO QQQ TR | $3.0M | 0.78% | 4,287 | 增持 |
| 20 | GTLB | GITLAB INC | $2.9M | 0.77% | 89,159 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $2.9M | 0.77% | 14,459 | 增持 |
| 22 | V | VISA INC | $2.9M | 0.76% | 8,037 | 增持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 0.61% | 3,107 | 增持 |
| 24 | SCHB | SCHWAB STRATEGIC TR | $2.3M | 0.59% | 78,712 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $2.0M | 0.54% | 5,205 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR