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 |
|---|---|---|---|---|---|---|---|---|
| BRBR | BELLRING BRANDS INC | $145 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $147 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $149 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $162 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CALIBERCOS INC | $164 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $166 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $171 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $174 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $178 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $181 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $181 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $184 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $185 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $189 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $197 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $199 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $203 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $206 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $209 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $214 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $216 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $220 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $220 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $222 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $222 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $223 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $226 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $229 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $232 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $233 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $234 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $234 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $236 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $236 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $238 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $239 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $240 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $241 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $242 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $243 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $243 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $244 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $246 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $247 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $249 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $249 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $250 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $251 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $251 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $253 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $257 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC | $257 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $260 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $261 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $261 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $264 | 0.00% | 4 | -24 | -85.7% | -$1,584 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $267 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $271 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $272 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $273 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $273 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $281 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $285 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $290 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $300 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $301 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $301 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $301 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $302 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $302 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $302 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $304 | 0.00% | 5 | -100 | -95.2% | -$6,080 | 减仓 |
| RS | RELIANCE INC | $304 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $304 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SKT | TANGER INC | $306 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $310 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $315 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $320 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $321 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $326 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $327 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $328 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $331 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC | $332 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $335 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $338 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $340 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $345 | 0.00% | 4 | 4 | — | $345 | 新建仓 |
| SAIA | SAIA INC | $352 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $354 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $355 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $358 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $358 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $359 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $359 | 0.00% | 10 | 0 | 0.0% | — | 不变 |