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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $9.46万 | 0.02% | 316 | 49 | 18.4% | $1.47万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $9.76万 | 0.02% | 399 | -9 | -2.2% | -$2,202 | 减仓 |
| ORCL | ORACLE CORP | $10.00万 | 0.02% | 702 | 14 | 2.0% | $1,995 | 加仓 |
| PSX | PHILLIPS 66 | $11.03万 | 0.02% | 632 | 5 | 0.8% | $872 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $11.23万 | 0.02% | 442 | 310 | 234.8% | $7.87万 | 加仓 |
| QUAL | ISHARES TR | $11.78万 | 0.02% | 538 | 420 | 355.9% | $9.19万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $11.85万 | 0.02% | 2,346 | 2,346 | — | $11.85万 | 新建仓 |
| AESR | HORIZON FDS | $11.89万 | 0.02% | 5,841 | 5,841 | — | $11.89万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $12.60万 | 0.02% | 3,705 | -635 | -14.6% | -$2.16万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $13.20万 | 0.02% | 137 | 1 | 0.7% | $964 | 加仓 |
| IVE | ISHARES TR | $13.30万 | 0.02% | 584 | 11 | 1.9% | $2,506 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $13.46万 | 0.02% | 3,405 | 692 | 25.5% | $2.74万 | 加仓 |
| CLH | CLEAN HARBORS INC | $13.58万 | 0.03% | 467 | 2 | 0.4% | $581 | 加仓 |
| XNTK | SPDR SERIES TRUST | $13.94万 | 0.03% | 370 | 370 | — | $13.94万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $14.69万 | 0.03% | 3,642 | 53 | 1.5% | $2,138 | 加仓 |
| HD | HOME DEPOT INC | $15.05万 | 0.03% | 429 | 2 | 0.5% | $702 | 加仓 |
| SYK | STRYKER CORPORATION | $15.23万 | 0.03% | 486 | -52 | -9.7% | -$1.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $15.71万 | 0.03% | 4,054 | 1,447 | 55.5% | $5.61万 | 加仓 |
| CSCO | CISCO SYS INC | $16.15万 | 0.03% | 1,380 | 27 | 2.0% | $3,159 | 加仓 |
| IEFA | ISHARES TR | $16.69万 | 0.03% | 1,737 | 291 | 20.1% | $2.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $17.26万 | 0.03% | 5,418 | 984 | 22.2% | $3.13万 | 加仓 |
| COP | CONOCOPHILLIPS | $17.26万 | 0.03% | 1,672 | 10 | 0.6% | $1,032 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $17.94万 | 0.03% | 5,037 | 0 | 0.0% | — | 不变 |
| DEXC | DIMENSIONAL ETF TRUST | $18.20万 | 0.03% | 2,285 | -273 | -10.7% | -$2.17万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $18.56万 | 0.03% | 1,000 | 850 | 566.7% | $15.78万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $18.58万 | 0.03% | 6,032 | -1,693 | -21.9% | -$5.21万 | 减仓 |
| SMH | VANECK ETF TRUST | $18.61万 | 0.03% | 300 | 262 | 689.5% | $16.26万 | 重新持有 |
| VGT | VANGUARD WORLD FD | $19.88万 | 0.04% | 1,696 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $20.90万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.09万 | 0.04% | 422 | 5 | 1.2% | $2,499 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.61万 | 0.04% | 4,685 | -5,150 | -52.4% | -$24.86万 | 减仓 |
| VV | VANGUARD INDEX FDS | $24.69万 | 0.05% | 719 | 719 | — | $24.69万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $25.24万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $27.03万 | 0.05% | 1,640 | 2 | 0.1% | $330 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $27.75万 | 0.05% | 831 | 23 | 2.8% | $7,680 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $29.24万 | 0.05% | 840 | 7 | 0.8% | $2,437 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $31.97万 | 0.06% | 2,048 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $33.19万 | 0.06% | 927 | 324 | 53.7% | $11.60万 | 加仓 |
| META | META PLATFORMS INC | $35.70万 | 0.07% | 583 | 13 | 2.3% | $7,962 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $37.33万 | 0.07% | 1,250 | 1,150 | 1,150.0% | $34.35万 | 加仓 |
| AOA | ISHARES TR | $43.70万 | 0.08% | 4,500 | 4,336 | 2,643.9% | $42.11万 | 重新持有 |
| DFNM | DIMENSIONAL ETF TRUST | $45.16万 | 0.08% | 9,344 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $48.72万 | 0.09% | 1,349 | -29 | -2.1% | -$1.05万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $56.44万 | 0.10% | 19,205 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $61.61万 | 0.11% | 6,136 | -60 | -1.0% | -$6,024 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $65.85万 | 0.12% | 7,980 | -312 | -3.8% | -$2.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $70.12万 | 0.13% | 3,549 | 713 | 25.1% | $14.09万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $71.83万 | 0.13% | 13,917 | -26 | -0.2% | -$1,342 | 减仓 |
| RSG | REPUBLIC SVCS INC | $72.12万 | 0.13% | 3,359 | 2 | 0.1% | $429 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $75.58万 | 0.14% | 20,707 | 421 | 2.1% | $1.54万 | 加仓 |
| IVV | ISHARES TR | $79.79万 | 0.15% | 1,065 | 127 | 13.5% | $9.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $84.12万 | 0.16% | 14,205 | -159 | -1.1% | -$9,416 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.76万 | 0.16% | 12,189 | -166 | -1.3% | -$1.17万 | 减仓 |
| AMZN | AMAZON COM INC | $93.25万 | 0.17% | 3,858 | -11 | -0.3% | -$2,659 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $96.63万 | 0.18% | 33,423 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $131.56万 | 0.24% | 18,008 | -1,028 | -5.4% | -$7.51万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $160.85万 | 0.30% | 19,028 | -25 | -0.1% | -$2,113 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $171.31万 | 0.32% | 4,651 | 1 | 0.0% | $368 | 加仓 |
| VOO | VANGUARD INDEX FDS | $172.38万 | 0.32% | 2,515 | -16 | -0.6% | -$1.10万 | 减仓 |
| HAPN | HAPPEN INC | $210.69万 | 0.39% | 102,574 | 102,574 | — | $210.69万 | 新建仓 |
| MSFT | MICROSOFT CORP | $241.01万 | 0.45% | 6,272 | -271 | -4.1% | -$10.41万 | 减仓 |
| VB | VANGUARD INDEX FDS | $304.10万 | 0.56% | 10,086 | -152 | -1.5% | -$4.58万 | 减仓 |
| AAPL | APPLE INC | $338.56万 | 0.63% | 11,501 | 68 | 0.6% | $2.00万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $363.37万 | 0.67% | 161,284 | -1,912 | -1.2% | -$4.31万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $445.25万 | 0.82% | 12,057 | -376 | -3.0% | -$13.89万 | 减仓 |
| SLQD | ISHARES TR | $480.91万 | 0.89% | 95,886 | -320 | -0.3% | -$1.60万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $509.59万 | 0.94% | 194,205 | 83 | 0.0% | $2,178 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $911.59万 | 1.69% | 232,429 | -15,502 | -6.3% | -$60.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,363.89万 | 2.53% | 166,389 | 879 | 0.5% | $7.21万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $1,413.61万 | 2.62% | 489,137 | -92,484 | -15.9% | -$267.28万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,478.82万 | 2.74% | 187,930 | 30,962 | 19.7% | $243.64万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,885.60万 | 3.49% | 474,963 | 38,330 | 8.8% | $152.17万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,797.64万 | 5.18% | 680,856 | -1,732 | -0.3% | -$7.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,838.29万 | 5.26% | 293,151 | 23,436 | 8.7% | $226.91万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,955.52万 | 5.47% | 701,524 | 69,128 | 10.9% | $291.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,703.93万 | 6.86% | 451,314 | 27,759 | 6.6% | $227.82万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,942.38万 | 9.15% | 601,336 | 54,461 | 10.0% | $447.62万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,888.44万 | 10.91% | 1,583,340 | 163,920 | 11.5% | $609.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.80亿 | 33.32% | 4,061,339 | 269,833 | 7.1% | $1,195.09万 | 加仓 |