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 |
|---|---|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | $1,094 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1,129 | 0.00% | 75 | 75 | — | $1,129 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1,159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $1,162 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,172 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1,181 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $1,182 | 0.00% | 4 | -10 | -71.4% | -$2,955 | 减仓 |
| EWS | ISHARES INC | $1,186 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR | $1,200 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $1,201 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $1,204 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1,209 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $1,217 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,221 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $1,221 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,242 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $1,262 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1,264 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1,277 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1,278 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $1,280 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,282 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1,307 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $1,316 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | TRAEGER INC | $1,334 | 0.00% | 46 | 46 | — | $1,334 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $1,351 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $1,362 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $1,382 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,385 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $1,412 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,412 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1,421 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VRRM | VERRA MOBILITY CORP | $1,429 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $1,436 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1,454 | 0.00% | 11 | -35 | -76.1% | -$4,626 | 减仓 |
| VNM | VANECK ETF TRUST | $1,455 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,458 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,459 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,464 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $1,493 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $1,510 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $1,535 | 0.00% | 22 | -169 | -88.5% | -$1.18万 | 减仓 |
| QCOM | QUALCOMM INC | $1,546 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $1,548 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1,553 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1,554 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $1,571 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1,582 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1,588 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,601 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $1,601 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $1,601 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $1,613 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1,617 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1,653 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1,668 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,690 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,727 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $1,729 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $1,734 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1,779 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,825 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1,834 | 0.00% | 14 | -25 | -64.1% | -$3,275 | 减仓 |
| MKSI | MKS INC. | $1,839 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1,894 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $1,961 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,975 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $2,088 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2,137 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2,150 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2,175 | 0.00% | 75 | -155 | -67.4% | -$4,495 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,253 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $2,276 | 0.00% | 12 | -66 | -84.6% | -$1.25万 | 减仓 |
| GDX | VANECK ETF TRUST | $2,295 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2,355 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $2,381 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $2,402 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2,426 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2,439 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $2,515 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $2,535 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2,619 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DQ | DAQO NEW ENERGY CORP | $2,659 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $2,859 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2,906 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $2,908 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2,924 | 0.00% | 54 | -98 | -64.5% | -$5,307 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2,945 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2,951 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $2,980 | 0.00% | 11 | -30 | -73.2% | -$8,127 | 减仓 |
| TTE | TOTALENERGIES SE | $3,003 | 0.00% | 33 | -78 | -70.3% | -$7,098 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3,023 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BGIG | ETF SER SOLUTIONS | $3,193 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3,215 | 0.00% | 38 | -64 | -62.7% | -$5,415 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3,245 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $3,303 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $3,312 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3,406 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $3,457 | 0.00% | 126 | 0 | 0.0% | — | 不变 |