DecisionPoint Financial, LLC
MESA AZ · SEC CIK 0001938514
$4.64亿2026Q1 申报市值
678持仓数
84.8%前十大占比 · 第一大 31.8%
17 / 51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
DIMENSIONAL ETF 加仓+$363.11万
DIMENSIONAL ETF 加仓+$177.47万
SCHI 加仓+$116.86万
DFIC 加仓+$107.92万
VNQ 加仓+$83.59万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$100.59万
HOMB 减仓-$13.69万
DFAI 减仓-$6.33万
SCHD 减仓-$4.37万
SCHX 减仓-$4.29万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -540 | -100.0% | -$2.54万 | 清仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -357 | -100.0% | -$2.04万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -178 | -100.0% | -$1.70万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -127 | -100.0% | -$1.33万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -265 | -100.0% | -$1.26万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1.17万 | 清仓 |
| POWR | ISHARES INC | $0 | 0.00% | 0 | -497 | -100.0% | -$1.17万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -187 | -100.0% | -$9,681 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -30 | -100.0% | -$9,648 | 清仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -119 | -100.0% | -$9,341 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -38 | -100.0% | -$7,785 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -80 | -100.0% | -$7,384 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -120 | -100.0% | -$7,192 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -34 | -100.0% | -$5,722 | 清仓 |
| DGT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -34 | -100.0% | -$5,668 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$4,814 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -177 | -100.0% | -$4,686 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -79 | -100.0% | -$4,473 | 清仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $0 | 0.00% | 0 | -361 | -100.0% | -$4,210 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -60 | -100.0% | -$4,185 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -81 | -100.0% | -$3,926 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -82 | -100.0% | -$3,898 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -58 | -100.0% | -$3,776 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -48 | -100.0% | -$3,566 | 清仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -54 | -100.0% | -$3,302 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -55 | -100.0% | -$3,013 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,955 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -20 | -100.0% | -$2,867 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -57 | -100.0% | -$2,796 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -2,381 | -100.0% | -$2,572 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -30 | -100.0% | -$2,529 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -96 | -100.0% | -$2,479 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -63 | -100.0% | -$2,356 | 清仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 0 | -18 | -100.0% | -$2,337 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -61 | -100.0% | -$2,078 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -49 | -100.0% | -$2,055 | 清仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $0 | 0.00% | 0 | -207 | -100.0% | -$2,013 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$1,962 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -23 | -100.0% | -$1,770 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,440 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12 | -100.0% | -$1,374 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -30 | -100.0% | -$870 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$814 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$610 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -10 | -100.0% | -$595 | 清仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$595 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$382 | 清仓 |
| — | ARK ETF TR | $0 | 0.00% | 0 | -11 | -100.0% | -$246 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLINK CHARGING CO | $0 | 0.00% | 0 | -200 | -100.0% | -$134 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$74 | 清仓 |
| — | NANOVIRICIDES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$57 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION | $16 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $19 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $35 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $39 | 0.00% | 4 | 4 | — | $39 | 新建仓 |
| — | GOPRO INC | $42 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $70 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $75 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $83 | 0.00% | 13 | 13 | — | $83 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $85 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $88 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $92 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $95 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $111 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $112 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $123 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $125 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $133 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $133 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $140 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $141 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $141 | 0.00% | 3 | 0 | 0.0% | — | 不变 |