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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $3,459 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $3,514 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,520 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,593 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $3,793 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $3,819 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3,871 | 0.00% | 11 | -12 | -52.2% | -$4,223 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3,969 | 0.00% | 24 | -21 | -46.7% | -$3,473 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,986 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $4,142 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $4,157 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,166 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4,211 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4,232 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $4,379 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $4,398 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,466 | 0.00% | 10 | 1 | 11.1% | $447 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,610 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $4,613 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $4,694 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4,701 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $4,706 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,725 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $4,843 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4,878 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $4,927 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $5,145 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $5,316 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $5,335 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $5,406 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $5,428 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $5,467 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $5,469 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $5,584 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $5,683 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $5,883 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $6,058 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $6,090 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6,412 | 0.00% | 46 | -13 | -22.0% | -$1,812 | 减仓 |
| WM | WASTE MGMT INC DEL | $6,664 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $6,757 | 0.00% | 70 | -12 | -14.6% | -$1,158 | 减仓 |
| ABBV | ABBVIE INC | $6,960 | 0.00% | 32 | -16 | -33.3% | -$3,480 | 减仓 |
| ZROZ | PIMCO ETF TR | $7,106 | 0.00% | 111 | 11 | 11.0% | $704 | 加仓 |
| BHP | BHP BILLITON LIMITED | $7,274 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $7,383 | 0.00% | 130 | 130 | — | $7,383 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $7,387 | 0.00% | 34 | -12 | -26.1% | -$2,607 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $7,478 | 0.00% | 51 | -15 | -22.7% | -$2,199 | 减仓 |
| DGRO | ISHARES TR | $7,572 | 0.00% | 108 | -150 | -58.1% | -$1.05万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $8,052 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $8,464 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $8,588 | 0.00% | 27 | -39 | -59.1% | -$1.24万 | 减仓 |
| PNTG | PENNANT GROUP INC | $8,992 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $9,345 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $9,571 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $9,659 | 0.00% | 127 | -19 | -13.0% | -$1,445 | 减仓 |
| IQLT | ISHARES TR | $9,709 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9,735 | 0.00% | 101 | -43 | -29.9% | -$4,145 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $9,838 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $9,916 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1.05万 | 0.00% | 206 | 1 | 0.5% | $51 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.06万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $1.06万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $1.10万 | 0.00% | 115 | 115 | — | $1.10万 | 新建仓 |
| LOW | LOWES COS INC | $1.13万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.14万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.15万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO INC | $1.17万 | 0.00% | 68,387 | 37,500 | 121.4% | $6,443 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $1.18万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.18万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $1.20万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.21万 | 0.00% | 121 | -83 | -40.7% | -$8,314 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.24万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.24万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.26万 | 0.00% | 158 | -47 | -22.9% | -$3,734 | 减仓 |
| AVGO | BROADCOM INC | $1.27万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $1.30万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $1.32万 | 0.00% | 155 | 155 | — | $1.32万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1.33万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.33万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $1.39万 | 0.00% | 147 | 147 | — | $1.39万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.45万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1.45万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1.46万 | 0.00% | 151 | 151 | — | $1.46万 | 新建仓 |
| MRK | MERCK & CO INC | $1.47万 | 0.00% | 122 | -15 | -10.9% | -$1,804 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $1.47万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.50万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.55万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $1.55万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.58万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.59万 | 0.00% | 247 | -225 | -47.7% | -$1.45万 | 减仓 |
| TIP | ISHARES TR | $1.59万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.67万 | 0.00% | 87 | 87 | — | $1.67万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $1.71万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.73万 | 0.00% | 89 | -8 | -8.2% | -$1,553 | 减仓 |
| QLYS | QUALYS INC | $1.76万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1.79万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.95万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.98万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.99万 | 0.00% | 181 | -26 | -12.6% | -$2,852 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1.99万 | 0.00% | 150 | 56 | 59.6% | $7,442 | 加仓 |