DecisionPoint Financial, LLC
MESA AZ · SEC CIK 0001938514
$5.40亿2026Q2 申报市值
1,416持仓数
85.0%前十大占比 · 第一大 33.3%
787 / 63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
DIMENSIONAL ETF 加仓+$1,195.09万
DFIC 加仓+$609.62万
VCIT 加仓+$447.62万
DFCF 加仓+$291.24万
VCSH 加仓+$243.64万
2026Q2 卖出最多 按季末市值估算
HOMB 减仓-$267.28万
DFAE 减仓-$60.80万
BNDX 减仓-$24.86万
IWF 减仓-$16.36万
VTI 减仓-$13.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $2,928 | 0.00% | 17 | 7 | 70.0% | $1,206 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $2,950 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $2,970 | 0.00% | 60 | 60 | — | $2,970 | 新建仓 |
| MXL | MAXLINEAR INC | $3,035 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3,047 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3,073 | 0.00% | 4 | -3 | -42.9% | -$2,305 | 减仓 |
| SONY | SONY GROUP CORP | $3,234 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $3,238 | 0.00% | 7 | 3 | 75.0% | $1,388 | 加仓 |
| ABBV | ABBVIE INC | $3,264 | 0.00% | 13 | -19 | -59.4% | -$4,770 | 减仓 |
| EFG | ISHARES TR | $3,315 | 0.00% | 27 | 27 | — | $3,315 | 新建仓 |
| BGIG | ETF SER SOLUTIONS | $3,429 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | TRAEGER INC | $3,429 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $3,504 | 0.00% | 25 | 11 | 78.6% | $1,542 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,569 | 0.00% | 18 | 18 | — | $3,569 | 新建仓 |
| WFC | WELLS FARGO & CO | $3,610 | 0.00% | 42 | 15 | 55.6% | $1,289 | 加仓 |
| VBK | VANGUARD INDEX FDS | $3,624 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3,699 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $3,766 | 0.00% | 71 | 4 | 6.0% | $212 | 加仓 |
| GFF | GRIFFON CORP | $3,788 | 0.00% | 41 | 1 | 2.5% | $92 | 加仓 |
| TER | TERADYNE INC | $3,847 | 0.00% | 9 | 3 | 50.0% | $1,282 | 加仓 |
| NVS | NOVARTIS AG | $3,854 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3,938 | 0.00% | 31 | 31 | — | $3,938 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $3,965 | 0.00% | 139 | 139 | — | $3,965 | 新建仓 |
| TRLV | TRULIEVE CANNABIS CORP | $3,969 | 0.00% | 416 | 416 | — | $3,969 | 新建仓 |
| GLW | CORNING INC | $3,972 | 0.00% | 18 | 11 | 157.1% | $2,427 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $4,006 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $4,056 | 0.00% | 11 | 4 | 57.1% | $1,475 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $4,057 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $4,111 | 0.00% | 10 | 2 | 25.0% | $822 | 加仓 |
| IWS | ISHARES TR | $4,122 | 0.00% | 25 | 25 | — | $4,122 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $4,128 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4,185 | 0.00% | 23 | 11 | 91.7% | $2,002 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $4,222 | 0.00% | 139 | -11 | -7.3% | -$334 | 减仓 |
| URA | GLOBAL X FDS | $4,318 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $4,357 | 0.00% | 134 | 8 | 6.3% | $260 | 加仓 |
| URI | UNITED RENTALS INC | $4,448 | 0.00% | 4 | 2 | 100.0% | $2,224 | 加仓 |
| GEV | GE VERNOVA INC | $4,538 | 0.00% | 4 | 1 | 33.3% | $1,134 | 加仓 |
| SDY | SPDR SERIES TRUST | $4,591 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $4,661 | 0.00% | 22 | 10 | 83.3% | $2,119 | 加仓 |
| CAH | CARDINAL HEALTH INC | $4,755 | 0.00% | 20 | 3 | 17.6% | $713 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $4,861 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO INC | $5,060 | 0.00% | 2,735 | 2,735 | — | $5,060 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $5,114 | 0.00% | 28 | 3 | 12.0% | $548 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $5,154 | 0.00% | 29 | 5 | 20.8% | $889 | 加仓 |
| DAL | DELTA AIR LINES INC | $5,305 | 0.00% | 57 | 14 | 32.6% | $1,303 | 加仓 |
| ITOT | ISHARES TR | $5,413 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $5,460 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $5,544 | 0.00% | 25 | -22 | -46.8% | -$4,879 | 减仓 |
| WM | WASTE MGMT INC DEL | $5,602 | 0.00% | 25 | -4 | -13.8% | -$896 | 减仓 |
| GE | GE AEROSPACE | $5,625 | 0.00% | 15 | 3 | 25.0% | $1,125 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $5,683 | 0.00% | 161 | 24 | 17.5% | $847 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $5,683 | 0.00% | 25 | 25 | — | $5,683 | 新建仓 |
| CVS | CVS HEALTH CORP | $5,765 | 0.00% | 55 | -3 | -5.2% | -$314 | 减仓 |
| RBLX | ROBLOX CORP | $5,853 | 0.00% | 101 | -3 | -2.9% | -$174 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $6,036 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $6,088 | 0.00% | 64 | -6 | -8.6% | -$571 | 减仓 |
| MGK | VANGUARD WORLD FD | $6,154 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $6,744 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $6,799 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $7,005 | 0.00% | 108 | 90 | 500.0% | $5,838 | 加仓 |
| DIS | DISNEY WALT CO | $7,466 | 0.00% | 78 | -23 | -22.8% | -$2,202 | 减仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $7,793 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $8,210 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $8,222 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8,254 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $8,378 | 0.00% | 14 | 7 | 100.0% | $4,189 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,462 | 0.00% | 13 | -3 | -18.8% | -$1,953 | 减仓 |
| KLAC | KLA CORP | $8,519 | 0.00% | 32 | 12 | 60.0% | $3,195 | 加仓 |
| LIN | LINDE PLC | $8,537 | 0.00% | 16 | -4 | -20.0% | -$2,134 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8,608 | 0.00% | 22 | 12 | 120.0% | $4,695 | 加仓 |
| EEM | ISHARES TR | $8,643 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $8,885 | 0.00% | 116 | 9 | 8.4% | $689 | 加仓 |
| V | VISA INC | $9,129 | 0.00% | 26 | 12 | 85.7% | $4,213 | 加仓 |
| KO | COCA COLA CO | $9,430 | 0.00% | 116 | -11 | -8.7% | -$894 | 减仓 |
| DHR | DANAHER CORP DEL | $9,493 | 0.00% | 49 | -21 | -30.0% | -$4,068 | 减仓 |
| OEF | ISHARES TR | $9,879 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $9,996 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.02万 | 0.00% | 46 | -2 | -4.2% | -$444 | 减仓 |
| IQLT | ISHARES TR | $1.03万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.05万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $1.06万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $1.07万 | 0.00% | 190 | 190 | — | $1.07万 | 新建仓 |
| BCS | BARCLAYS PLC | $1.09万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $1.10万 | 0.00% | 271 | 271 | — | $1.10万 | 新建仓 |
| PNTG | PENNANT GROUP INC | $1.10万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.12万 | 0.00% | 72 | 72 | — | $1.12万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.13万 | 0.00% | 22 | -5 | -18.5% | -$2,567 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.16万 | 0.00% | 126 | -41 | -24.6% | -$3,779 | 减仓 |
| PAVE | GLOBAL X FDS | $1.19万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.20万 | 0.00% | 45 | -3 | -6.2% | -$801 | 减仓 |
| XEL | XCEL ENERGY INC | $1.24万 | 0.00% | 155 | -3 | -1.9% | -$239 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1.27万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.28万 | 0.00% | 46 | -1 | -2.1% | -$278 | 减仓 |
| DVYE | ISHARES INC | $1.29万 | 0.00% | 403 | 403 | — | $1.29万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.29万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1.30万 | 0.00% | 24 | 7 | 41.2% | $3,786 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.43万 | 0.00% | 166 | 5 | 3.1% | $432 | 加仓 |
| ALL | ALLSTATE CORP | $1.46万 | 0.00% | 60 | 3 | 5.3% | $729 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1.46万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.46万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |