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 |
|---|---|---|---|---|---|---|---|---|
| XPER | XPERI INC | $359 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $362 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $365 | 0.00% | 7 | -92 | -92.9% | -$4,797 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $366 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $369 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BANC | BANC OF CALIFORNIA INC | $370 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $373 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $375 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $376 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $379 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $390 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $390 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $391 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $391 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $392 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $393 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $393 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $393 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KLIC | KULICKE & SOFFA INDS INC | $395 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| URGN | UROGEN PHARMA LTD | $396 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $400 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $400 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $404 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $407 | 0.00% | 26 | -93 | -78.2% | -$1,456 | 减仓 |
| FTNT | FORTINET INC | $409 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $411 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $412 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $412 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $419 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $421 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $422 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $424 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $427 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $431 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $432 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $434 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $435 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $437 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $441 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $444 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $448 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $448 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $453 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PPC | PILGRIMS PRIDE CORP | $454 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $457 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $462 | 0.00% | 8 | -220 | -96.5% | -$1.27万 | 减仓 |
| — | QORVO INC | $465 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $465 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MXL | MAXLINEAR INC | $470 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $477 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $478 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $480 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $481 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $481 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $481 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $483 | 0.00% | 5 | -21 | -80.8% | -$2,029 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $483 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BV | BRIGHTVIEW HLDGS INC | $484 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $488 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $489 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $490 | 0.00% | 8 | -54 | -87.1% | -$3,308 | 减仓 |
| MDB | MONGODB INC | $490 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ACT | ENACT HLDGS INC | $490 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $496 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $500 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $501 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $503 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC | $510 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $514 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $515 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $524 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $527 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $527 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC | $530 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $543 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $547 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $548 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $549 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $549 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $550 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $550 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $550 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $553 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $559 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $562 | 0.00% | 6 | -115 | -95.0% | -$1.08万 | 减仓 |
| IDXX | IDEXX LABS INC | $562 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $563 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $566 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $568 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $570 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $570 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $579 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $580 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $581 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $582 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $584 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $589 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $593 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $594 | 0.00% | 8 | 0 | 0.0% | — | 不变 |