Selby Wealth Management, LLC
CIK 2110725 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $282.1M
- 持仓
- 83
- 截至
- 2026年6月30日
按 13F 价值排名第 5361（共 9443） · 前 56.8%
投资组合价值同比（季度）：+11.1% 13F不披露现金
- 前十大持仓权重
- 44.78%
- 前二十五大持仓权重
- 72.70%
- 持仓高于 1%
- 32
- 有效持仓数量
- 33.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.66% 估计买入 $16918867 · 卖出 $4459936
- 新仓位
- 4
- 增加
- 36
- 减少
- 33
- 已结清
- 2
本页内容
行业细分
Consumer products
2.2%
Technology
1.6%
Financials
0.2%
Healthcare
0.1%
Telecommunication
0.1%
Communication Services
0.1%
其他/未映射
95.7%
完整投资组合 83 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| JCPB | $19679755 | 6.98% | 419253 | $1134778 | 上涨 ×2 | ||
| FBND | $18030198 | 6.39% | 396355 | $710506 | 上涨 ×1 | ||
| JPST | $17484364 | 6.20% | 345746 | $-797882 | 下跌 ×2 | ||
| BINC | $13084703 | 4.64% | 249994 | $380610 | 上涨 ×1 | ||
| DYNF | $11536426 | 4.09% | 169628 | $2209515 | 上涨 ×2 | ||
| PYLD | $11162661 | 3.96% | 420915 | $613964 | 上涨 ×2 | ||
| IJR | $10385588 | 3.68% | 70026 | $1283160 | 下跌 ×2 | ||
| JGRO | $8599189 | 3.05% | 87222 | $1187728 | 下跌 ×2 | ||
| SPY SPY | $8183955 | 2.90% | 10959 | $1080743 | 上涨 ×1 | ||
| NEAR | $8171011 | 2.90% | 161291 | $879110 | 上涨 ×2 | ||
| SCHG | $7837233 | 2.78% | 231597 | $1328458 | 上涨 ×1 | ||
| VYM | $6673974 | 2.37% | 42232 | $1590494 | 上涨 ×2 | ||
| MOAT | $6322860 | 2.24% | 60820 | $453545 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $6302147 | 2.23% | 42977 | $94549 | |||
| VTI | $6278952 | 2.23% | 16968 | $815758 | 下跌 ×2 | ||
| VIG | $5939257 | 2.11% | 25100 | $1777447 | 上涨 ×2 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $5905554 | 2.09% | 64045 | $504738 | 上涨 ×2 | ||
| SCHX | $5327449 | 1.89% | 181021 | $726420 | 上涨 ×1 | ||
| SCHM | $5260720 | 1.86% | 142683 | $672147 | 下跌 ×2 | ||
| AAPL Apple Inc. - Common Stock | $4494161 | 1.59% | 15531 | $554819 | 上涨 ×1 | ||
| CGGR | $4080104 | 1.45% | 86443 | $1000470 | 上涨 ×2 | ||
| SCHB | $3778050 | 1.34% | 130458 | $631446 | 上涨 ×1 | ||
| GSIE | $3697729 | 1.31% | 80913 | $337420 | 上涨 ×2 | ||
| CGDV | $3602922 | 1.28% | 73111 | $966567 | 上涨 ×2 | ||
| VO | $3254169 | 1.15% | 40389 | $309437 | 上涨 ×1 | ||
| IWB | $3188085 | 1.13% | 7785 | $412154 | |||
| SCHD | $3143878 | 1.11% | 99145 | $103127 | 上涨 ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $3131869 | 1.11% | 31893 | $1186135 | 上涨 ×2 | ||
| ACWI iShares MSCI ACWI ETF | $3062452 | 1.09% | 19510 | $227368 | 下跌 ×2 | ||
| CGNG | $3051028 | 1.08% | 81448 | $708356 | 上涨 ×2 | ||
| OMFL | $2844759 | 1.01% | 41505 | $281989 | 下跌 ×2 | ||
| HELO | $2823470 | 1.00% | 41780 | $246196 | 上涨 ×1 | ||
| JMST | $2641840 | 0.94% | 51801 | $114232 | 上涨 ×2 | ||
| SFLR | $2518913 | 0.89% | 65291 | $305752 | 上涨 ×1 | ||
| ACWV | $2438435 | 0.86% | 20281 | $-224667 | 下跌 ×2 | ||
| IJH | $2407564 | 0.85% | 31222 | $251138 | 下跌 ×1 | ||
| DGRO | $2310633 | 0.82% | 30487 | $167820 | 下跌 ×1 | ||
| AOR | $2303626 | 0.82% | 33146 | $224511 | 上涨 ×2 | ||
| SPLV | $2234028 | 0.79% | 29827 | $-45221 | 下跌 ×2 | ||
| QUAL | $2018645 | 0.72% | 9199 | $247377 | 下跌 ×1 | ||
| SPYM | $1886801 | 0.67% | 21470 | $900204 | 上涨 ×2 | ||
| EUSA | $1884070 | 0.67% | 16499 | $191877 | 下跌 ×2 | ||
| USMV | $1807737 | 0.64% | 18741 | $-64950 | 下跌 ×2 | ||
| VB | $1606636 | 0.57% | 5300 | $213317 | 下跌 ×2 | ||
| QUS | $1597345 | 0.57% | 8548 | $130119 | |||
| SPEM | $1559367 | 0.55% | 30115 | $341337 | 上涨 ×2 | ||
| TOTL | $1547179 | 0.55% | 39199 | $-335852 | 下跌 ×2 | ||
| PAPR | $1541777 | 0.55% | 36535 | $83704 | 下跌 ×1 | ||
| QDF | $1474938 | 0.52% | 16403 | $168151 | 下跌 ×1 | ||
| JPIE | $1429601 | 0.51% | 31045 | $10496 | 上涨 ×2 | ||
| TDVG | $1368951 | 0.49% | 27921 | $215493 | 上涨 ×2 | ||
| VT | $1278284 | 0.45% | 8145 | $148100 | 下跌 ×2 | ||
| IVV | $1256675 | 0.45% | 1678 | $163017 | 上涨 ×2 | ||
| PAUG | $1136482 | 0.40% | 24901 | $49514 | 下跌 ×2 | ||
| MTUM | $1007084 | 0.36% | 2938 | $294216 | 下跌 ×2 | ||
| VUG | $1004687 | 0.36% | 11663 | $149355 | 上涨 ×2 | ||
| GBIL | $1003625 | 0.36% | 10020 | $-404025 | 下跌 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $928655 | 0.33% | 1261 | $208869 | 上涨 ×1 | ||
| DON | $901993 | 0.32% | 15959 | $-15452 | 下跌 ×2 | ||
| EFA | $799348 | 0.28% | 7695 | $52077 | 上涨 ×1 | ||
| SPYG | $766658 | 0.27% | 6443 | $135820 | |||
| IPAC | $744381 | 0.26% | 9086 | $34693 | 下跌 ×1 | ||
| SCHA | $720876 | 0.26% | 19952 | $128184 | 下跌 ×2 | ||
| MINT | $709056 | 0.25% | 7034 | $-4233 | 下跌 ×2 | ||
| AAPR | $669512 | 0.24% | 22700 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $570547 | 0.20% | 6904 | $20920 | |||
| CALI iShares Short-Term California Muni Active ETF | $555731 | 0.20% | 10997 | $137480 | 上涨 ×2 | ||
| MDYG | $530079 | 0.19% | 4729 | $67207 | 下跌 ×2 | ||
| MDY | $474209 | 0.17% | 674 | $44407 | 下跌 ×2 | ||
| BMAY | $427807 | 0.15% | 9035 | 上涨 ×1 | |||
| JEPI | $427746 | 0.15% | 7573 | $1881 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $407622 | 0.14% | 1605 | $-9148 | 下跌 ×1 | ||
| BAUG | $332410 | 0.12% | 6200 | $29554 | |||
| SMLF | $325634 | 0.12% | 3653 | 上涨 ×1 | |||
| DIA | $301743 | 0.11% | 578 | $24931 | 下跌 ×2 | ||
| DFAC | $279512 | 0.10% | 6301 | $34655 | |||
| AGG | $255983 | 0.09% | 2586 | $-44437 | 下跌 ×2 | ||
| T AT&T Inc. | $252064 | 0.09% | 12177 | $-100947 | |||
| SDY | $247303 | 0.09% | 1625 | $-19340 | 下跌 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $232480 | 0.08% | 2868 | $-6363 | 下跌 ×2 | ||
| TJUL | $232166 | 0.08% | 7680 | $6669 | |||
| STIP | $210347 | 0.07% | 2059 | $-2615 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $208704 | 0.07% | 584 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AAPR | $669512 | 22700 | 0.24% |
| BMAY | $427807 | 9035 | 0.15% |
| SMLF | $325634 | 3653 | 0.12% |
| GOOGL | $208704 | 584 | 0.07% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DYNF | 增持 | +9K | +$2.2M |
| VIG | 增持 | +6K | +$1.8M |
| VYM | 增持 | +8K | +$1.6M |
| SCHG | 增持 | +8K | +$1.3M |
| IJR | 削减 | -3K | +$1.3M |
| JGRO | 削减 | -467 | +$1.2M |
| VYMI | 增持 | +11K | +$1.2M |
| JCPB | 增持 | +25K | +$1.1M |
| SPY | 增持 | +37 | +$1.1M |
| CGGR | 增持 | +10K | +$1.0M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。