13FBOX
Selby Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Selby Wealth Management, LLC

No.5976 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.82亿
环比变动 Q1 2026
+$2,822.3万+11.1%
持仓股票数
83
新买入
4
加仓
36
减仓
33
清仓
2
持股不变
10
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
J摩根大通·CORE PLUS BOND ETFJCPB
6.98%7.3%$1,968.0万41.9万股$1,854.5万39.4万股+2.5万股+6.44%加仓
F富达·MERRIMACK STR TRFBND
6.39%6.82%$1,803.0万39.6万股$1,732.0万38.0万股+1.7万股+4.40%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
6.2%7.2%$1,748.4万34.6万股$1,828.2万36.1万股-1.5万股-4.29%减仓
B贝莱德·ETF TRUST IIBINC
4.64%5%$1,308.5万25.0万股$1,270.4万24.5万股+5,355股+2.19%加仓
B贝莱德ETF信托DYNF
4.09%3.67%$1,153.6万17.0万股$932.7万16.0万股+9,317股+5.81%加仓
PPIMCO太平洋投资管理ETFPYLD
3.96%4.16%$1,116.3万42.1万股$1,054.9万40.3万股+1.8万股+4.54%加仓
IiShares安硕·COREIJR
3.68%3.59%$1,038.6万7.0万股$910.2万7.3万股-3,198股-4.37%减仓
J摩根大通交易所交易基金JGRO
3.05%2.92%$859.9万8.7万股$741.1万8.8万股-467股-0.53%减仓
SSPDR标普500 ETFSPY
2.9%2.8%$818.4万1.1万股$710.3万1.1万股+37股+0.34%加仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
2.9%2.87%$817.1万16.1万股$729.2万14.3万股+1.8万股+12.44%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.78%2.56%$783.7万23.2万股$650.9万22.3万股+8,158股+3.65%加仓
V先锋领航白厅基金VYM
2.37%2%$667.4万4.2万股$508.3万3.4万股+7,907股+23.04%加仓
VVanEck Russia ETFBBH
2.24%2.31%$632.3万6.1万股$586.9万6.1万股+124股+0.20%加仓
宝洁PG
2.23%2.45%$630.2万4.3万股$620.8万4.3万股00.00%持仓不变
G通用动力VTI
2.23%2.15%$627.9万1.7万股$546.3万1.7万股-61股-0.36%减仓
V先锋领航·SPECIALIZED FUNDSVIG
2.11%1.64%$593.9万2.5万股$416.2万1.9万股+5,748股+29.70%加仓
PPimco Active Bond ETFBOND
2.09%2.13%$590.6万6.4万股$540.1万5.9万股+5,519股+9.43%加仓
S嘉信·USSCHX
1.89%1.81%$532.7万18.1万股$460.1万17.9万股+1,574股+0.88%加仓
S嘉信策略信托SCHM
1.86%1.81%$526.1万14.3万股$458.9万14.8万股-5,527股-3.73%减仓
苹果AAPL
1.59%1.55%$449.4万1.6万股$393.9万1.6万股+9股+0.06%加仓
C资本集团成长ETFCGGR
1.45%1.21%$408.0万8.6万股$308.0万7.7万股+9,816股+12.81%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.34%1.24%$377.8万13.0万股$314.7万12.5万股+5,095股+4.06%加仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
1.31%1.32%$369.8万8.1万股$336.0万7.8万股+3,002股+3.85%加仓
C资本集团股息价值CCBG
1.28%1.04%$360.3万7.3万股$263.6万6.2万股+1.1万股+17.97%加仓
V先锋领航·MIDVO
1.15%1.16%$325.4万4.0万股$294.5万1.0万股+3.0万股+293.89%加仓
IiShares安硕·RUSSELLIWB
1.13%1.09%$318.8万7,785股$277.6万7,785股00.00%持仓不变
S嘉信策略信托SCHD
1.11%1.2%$314.4万9.9万股$304.1万9.9万股+33股+0.03%加仓
V先锋领航白厅基金VYMI
1.11%0.77%$313.2万3.2万股$194.6万2.1万股+1.1万股+54.47%加仓
IiShares安硕·MSCI ACWI ETFTOK
1.09%1.12%$306.2万2.0万股$283.5万2.0万股-979股-4.78%减仓
CCAPITAL NEW GEOGRAPHYCGNG
1.08%0.92%$305.1万8.1万股$234.3万7.4万股+7,242股+9.76%加仓
道明尼能源D
1.01%1.01%$284.5万4.2万股$256.3万4.3万股-1,123股-2.63%减仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
1%1.02%$282.3万4.2万股$257.7万4.0万股+1,453股+3.60%加仓
J摩根大通交易所交易基金JMST
0.94%1%$264.2万5.2万股$252.8万5.0万股+2,221股+4.48%加仓
NNORTHERN LIGHTS FD TRSFLR
0.89%0.87%$251.9万6.5万股$221.3万6.3万股+2,790股+4.46%加仓
IiShares安硕信托IEI
0.86%1.05%$243.8万2.0万股$266.3万2.2万股-2,003股-8.99%减仓
IiShares安硕·COREIJH
0.85%0.85%$240.8万3.1万股$215.6万3.2万股-711股-2.23%减仓
IiShares安硕信托DGRO
0.82%0.84%$231.1万3.0万股$214.3万3.1万股-46股-0.15%减仓
IiShares安硕信托AOR
0.82%0.82%$230.4万3.3万股$207.9万3.2万股+837股+2.59%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.79%0.9%$223.4万3.0万股$227.9万3.1万股-1,336股-4.29%减仓
IiShares安硕·MSCIQUAL
0.72%0.7%$201.9万9,199股$177.1万9,234股-35股-0.38%减仓
S道富SPYM
0.67%0.39%$188.7万2.1万股$98.7万1.3万股+8,580股+66.56%加仓
IiShares安硕EUSA
0.67%0.67%$188.4万1.6万股$169.2万1.7万股-129股-0.78%减仓
IiShares安硕信托USMV
0.64%0.74%$180.8万1.9万股$187.3万2.0万股-1,452股-7.19%减仓
V先锋领航指数基金VB
0.57%0.55%$160.7万5,300股$139.3万5,320股-20股-0.38%减仓
SSPDR道富系列信托QUS
0.57%0.58%$159.7万8,548股$146.7万8,548股00.00%持仓不变
SSPDR道富指数基金SPEM
0.55%0.48%$155.9万3.0万股$121.8万2.6万股+4,150股+15.98%加仓
SSSGA ACTIVE ETF TRWIP
0.55%0.74%$154.7万3.9万股$188.3万4.7万股-8,197股-17.29%减仓
IInnovator ETF信托PAPR
0.55%0.57%$154.2万3.7万股$145.8万3.7万股-100股-0.27%减仓
FFLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF
0.52%0.51%$147.5万1.6万股$130.7万1.7万股-120股-0.73%减仓
J摩根大通交易所交易基金JPIE
0.51%0.56%$143.0万3.1万股$141.9万3.1万股+242股+0.79%加仓

🧭 机构资金流板块热力图

净流出 净流入