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 |
|---|---|---|---|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $1.47万 | 0.00% | 72 | 4 | 5.9% | $819 | 加仓 |
| TIP | ISHARES TR | $1.56万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1.57万 | 0.00% | 25 | 2 | 8.7% | $1,255 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.59万 | 0.00% | 52 | 2 | 4.0% | $613 | 加仓 |
| SLYV | SPDR SERIES TRUST | $1.60万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.60万 | 0.00% | 318 | 12 | 3.9% | $606 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $1.61万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1.65万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.66万 | 0.00% | 217 | -11 | -4.8% | -$842 | 减仓 |
| IWF | ISHARES TR | $1.70万 | 0.00% | 138 | -1,330 | -90.6% | -$16.36万 | 减仓 |
| FNV | FRANCO NEV CORP | $1.73万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.74万 | 0.00% | 220 | -8 | -3.5% | -$634 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1.78万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.79万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.79万 | 0.00% | 42 | 3 | 7.7% | $1,280 | 加仓 |
| MRK | MERCK & CO INC | $1.79万 | 0.00% | 143 | 21 | 17.2% | $2,633 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.86万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $1.87万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.92万 | 0.00% | 52 | 11 | 26.8% | $4,063 | 加仓 |
| CMI | CUMMINS INC | $1.98万 | 0.00% | 29 | 2 | 7.4% | $1,365 | 加仓 |
| IWR | ISHARES TR | $2.07万 | 0.00% | 188 | 105 | 126.5% | $1.16万 | 重新持有 |
| BAC | BANK OF AMER CORP | $2.09万 | 0.00% | 358 | 40 | 12.6% | $2,334 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.12万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $2.18万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2.25万 | 0.00% | 43 | 4 | 10.3% | $2,090 | 加仓 |
| VFH | VANGUARD WORLD FD | $2.27万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $2.29万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $2.31万 | 0.00% | 485 | -861 | -64.0% | -$4.11万 | 减仓 |
| NFLX | NETFLIX INC. | $2.32万 | 0.00% | 313 | 14 | 4.7% | $1,039 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.33万 | 0.00% | 734 | 21 | 2.9% | $666 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $2.33万 | 0.00% | 1,219 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.37万 | 0.00% | 229 | -4 | -1.7% | -$414 | 减仓 |
| DXJ | WISDOMTREE TR | $2.37万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.38万 | 0.00% | 151 | 151 | — | $2.38万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $2.39万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $2.49万 | 0.00% | 249 | 2 | 0.8% | $200 | 加仓 |
| ETN | EATON CORP PLC | $2.52万 | 0.00% | 61 | 2 | 3.4% | $825 | 加仓 |
| EDV | VANGUARD WORLD FD | $2.54万 | 0.00% | 400 | 216 | 117.4% | $1.37万 | 加仓 |
| EWC | ISHARES INC | $2.57万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $2.60万 | 0.00% | 233 | 4 | 1.7% | $445 | 加仓 |
| WMT | WALMART INC | $2.60万 | 0.00% | 239 | 20 | 9.1% | $2,176 | 加仓 |
| GIS | GENERAL MILLS INC | $2.67万 | 0.00% | 706 | 6 | 0.9% | $227 | 加仓 |
| MCD | MCDONALDS CORP | $2.67万 | 0.00% | 99 | -4 | -3.9% | -$1,078 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.68万 | 0.00% | 26 | 10 | 62.5% | $1.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.79万 | 0.01% | 324 | -150 | -31.6% | -$1.29万 | 减仓 |
| NKE | NIKE INC | $2.79万 | 0.01% | 649 | 7 | 1.1% | $301 | 加仓 |
| TXN | TEXAS INSTRS INC | $2.81万 | 0.01% | 94 | 5 | 5.6% | $1,492 | 加仓 |
| QDF | FLEXSHARES TR | $2.82万 | 0.01% | 315 | 315 | — | $2.82万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $2.86万 | 0.01% | 106 | 4 | 3.9% | $1,078 | 加仓 |
| QQQ | INVESCO QQQ TR | $2.88万 | 0.01% | 40 | 4 | 11.1% | $2,876 | 加仓 |
| QLYS | QUALYS INC | $2.88万 | 0.01% | 201 | 1 | 0.5% | $143 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $2.94万 | 0.01% | 573 | 573 | — | $2.94万 | 新建仓 |
| AMCR | AMCOR PLC | $3.14万 | 0.01% | 720 | 9 | 1.3% | $393 | 加仓 |
| P | EVERPURE INC | $3.19万 | 0.01% | 414 | 2 | 0.5% | $154 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3.21万 | 0.01% | 112 | 6 | 5.7% | $1,718 | 加仓 |
| IJH | ISHARES TR | $3.21万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.31万 | 0.01% | 205 | 3 | 1.5% | $485 | 加仓 |
| LLY | ELI LILLY & CO | $3.36万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.47万 | 0.01% | 113 | 5 | 4.6% | $1,535 | 加仓 |
| MTUM | ISHARES TR | $3.51万 | 0.01% | 107 | 5 | 4.9% | $1,641 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3.57万 | 0.01% | 242 | 135 | 126.2% | $1.99万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $3.57万 | 0.01% | 1,058 | 9 | 0.9% | $304 | 加仓 |
| IQDF | FLEXSHARES TR | $3.58万 | 0.01% | 1,051 | 1,051 | — | $3.58万 | 新建仓 |
| IVW | ISHARES TR | $3.63万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $3.64万 | 0.01% | 267 | 33 | 14.1% | $4,497 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.74万 | 0.01% | 166 | -2 | -1.2% | -$451 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $3.86万 | 0.01% | 5,781 | -1,000 | -14.7% | -$6,680 | 减仓 |
| CAT | CATERPILLAR INC | $3.87万 | 0.01% | 39 | 4 | 11.4% | $3,966 | 加仓 |
| PAYX | PAYCHEX INC | $4.10万 | 0.01% | 399 | 2 | 0.5% | $205 | 加仓 |
| GLD | SPDR GOLD TR | $4.48万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4.58万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $4.58万 | 0.01% | 146 | 2 | 1.4% | $628 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.62万 | 0.01% | 62 | -14 | -18.4% | -$1.04万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $4.68万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.77万 | 0.01% | 132 | 3 | 2.3% | $1,085 | 加仓 |
| RTX | RTX CORPORATION | $4.81万 | 0.01% | 251 | 6 | 2.4% | $1,151 | 加仓 |
| IJR | ISHARES TR | $5.10万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $5.20万 | 0.01% | 1,430 | 4 | 0.3% | $145 | 加仓 |
| TSLA | TESLA INC | $5.23万 | 0.01% | 123 | 15 | 13.9% | $6,380 | 加仓 |
| — | HORIZON FDS | $5.33万 | 0.01% | 5,647 | 5,647 | — | $5.33万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $5.49万 | 0.01% | 156 | 1 | 0.6% | $352 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.51万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $5.59万 | 0.01% | 504 | 2 | 0.4% | $222 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5.76万 | 0.01% | 364 | 119 | 48.6% | $1.88万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.29万 | 0.01% | 500 | 3 | 0.6% | $377 | 加仓 |
| EFA | ISHARES TR | $6.35万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $6.41万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $6.45万 | 0.01% | 963 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $6.50万 | 0.01% | 414 | 414 | — | $6.50万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $6.80万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $6.88万 | 0.01% | 566 | 22 | 4.0% | $2,676 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6.92万 | 0.01% | 891 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $7.11万 | 0.01% | 600 | 600 | — | $7.11万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $7.33万 | 0.01% | 1,481 | -6 | -0.4% | -$297 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $7.66万 | 0.01% | 1,844 | 10 | 0.5% | $415 | 加仓 |
| BA | BOEING CO | $8.72万 | 0.02% | 399 | 2 | 0.5% | $437 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8.91万 | 0.02% | 1,650 | 25 | 1.5% | $1,349 | 加仓 |
| CVX | CHEVRON CORPORATION | $8.98万 | 0.02% | 542 | 28 | 5.4% | $4,639 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.11万 | 0.02% | 205 | 200 | 4,000.0% | $8.88万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $9.44万 | 0.02% | 1,155 | 2 | 0.2% | $164 | 加仓 |