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 |
|---|---|---|---|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | $2.04万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $2.05万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $2.06万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.08万 | 0.00% | 48 | -23 | -32.4% | -$9,945 | 减仓 |
| SBUX | STARBUCKS CORP | $2.09万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $2.09万 | 0.00% | 307 | -523 | -63.0% | -$3.56万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.10万 | 0.00% | 420 | 420 | — | $2.10万 | 新建仓 |
| ETN | EATON CORP PLC | $2.11万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.12万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $2.14万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.20万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2.26万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $2.27万 | 0.00% | 1,219 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $2.30万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.32万 | 0.00% | 371 | 371 | — | $2.32万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.01% | 100 | 17 | 20.5% | $4,050 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $2.39万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $2.43万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $2.44万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.45万 | 0.01% | 102 | -76 | -42.7% | -$1.82万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.46万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $2.48万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2.48万 | 0.01% | 155 | 150 | 3,000.0% | $2.40万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.52万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.57万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $2.59万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.61万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $2.72万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $2.83万 | 0.01% | 711 | 711 | — | $2.83万 | 新建仓 |
| IJH | ISHARES TR | $2.84万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $2.87万 | 0.01% | 299 | 249 | 498.0% | $2.39万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.96万 | 0.01% | 108 | 1 | 0.9% | $274 | 加仓 |
| IVW | ISHARES TR | $3.00万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.14万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $3.20万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3.23万 | 0.01% | 132 | -15 | -10.2% | -$3,667 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.33万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $3.38万 | 0.01% | 1,049 | 4 | 0.4% | $129 | 加仓 |
| NKE | NIKE INC | $3.39万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $3.43万 | 0.01% | 6,906 | 6,906 | — | $3.43万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $3.45万 | 0.01% | 79 | 25 | 46.3% | $1.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3.63万 | 0.01% | 245 | -60 | -19.7% | -$8,886 | 减仓 |
| PAYX | PAYCHEX INC | $3.66万 | 0.01% | 397 | -22 | -5.3% | -$2,027 | 减仓 |
| — | EXXON MOBIL CORP | $3.97万 | 0.01% | 234 | -33 | -12.4% | -$5,599 | 减仓 |
| TSLA | TESLA INC | $4.01万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $4.12万 | 0.01% | 255 | 75 | 41.7% | $1.21万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $4.24万 | 0.01% | 750 | 406 | 118.0% | $2.30万 | 加仓 |
| IJR | ISHARES TR | $4.30万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $4.42万 | 0.01% | 1,426 | 3 | 0.2% | $93 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.44万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $4.66万 | 0.01% | 6,781 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $4.73万 | 0.01% | 245 | -41 | -14.3% | -$7,909 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.94万 | 0.01% | 76 | 44 | 137.5% | $2.86万 | 加仓 |
| FDX | FEDEX CORP | $5.13万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $5.21万 | 0.01% | 121 | 4 | 3.4% | $1,721 | 加仓 |
| — | TWO RDS SHARED TR | $5.26万 | 0.01% | 5,647 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.35万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $5.53万 | 0.01% | 1,091 | 1,091 | — | $5.53万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $5.64万 | 0.01% | 920 | -468 | -33.7% | -$2.87万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $5.68万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $5.70万 | 0.01% | 963 | 211 | 28.1% | $1.25万 | 加仓 |
| EFA | ISHARES TR | $5.98万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.14万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $6.42万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $6.44万 | 0.01% | 1,346 | 860 | 177.0% | $4.12万 | 加仓 |
| SHOP | SHOPIFY INC | $6.45万 | 0.01% | 544 | -69 | -11.3% | -$8,185 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $6.56万 | 0.01% | 1,834 | 1 | 0.1% | $36 | 加仓 |
| IWM | ISHARES TR | $6.62万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $6.99万 | 0.02% | 891 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.27万 | 0.02% | 497 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $7.43万 | 0.02% | 1,487 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.90万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $8.17万 | 0.02% | 1,153 | 3 | 0.3% | $213 | 加仓 |
| VXF | VANGUARD INDEX FDS | $8.39万 | 0.02% | 408 | 1 | 0.2% | $206 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8.58万 | 0.02% | 1,625 | 3 | 0.2% | $158 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9.14万 | 0.02% | 2,607 | 872 | 50.3% | $3.06万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $9.69万 | 0.02% | 2,713 | 1,501 | 123.8% | $5.36万 | 加仓 |
| — | TWO RDS SHARED TR | $9.77万 | 0.02% | 5,841 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $10.12万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $10.50万 | 0.02% | 1,353 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $10.63万 | 0.02% | 514 | -122 | -19.2% | -$2.52万 | 减仓 |
| PSX | PHILLIPS 66 | $11.42万 | 0.02% | 627 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $12.10万 | 0.03% | 573 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $12.18万 | 0.03% | 136 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $13.09万 | 0.03% | 1,446 | -142 | -8.9% | -$1.29万 | 减仓 |
| CLH | CLEAN HARBORS INC | $13.33万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $13.60万 | 0.03% | 4,434 | -1,424 | -24.3% | -$4.37万 | 减仓 |
| HD | HOME DEPOT INC | $14.04万 | 0.03% | 427 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $14.16万 | 0.03% | 3,589 | 617 | 20.8% | $2.43万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $14.65万 | 0.03% | 5,037 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $14.79万 | 0.03% | 212 | -12 | -5.4% | -$8,373 | 减仓 |
| IWF | ISHARES TR | $15.65万 | 0.03% | 367 | 0 | 0.0% | — | 不变 |
| DEXC | DIMENSIONAL ETF TRUST | $16.59万 | 0.04% | 2,558 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $16.67万 | 0.04% | 4,340 | 102 | 2.4% | $3,919 | 加仓 |
| GOOG | ALPHABET INC | $17.31万 | 0.04% | 603 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $17.68万 | 0.04% | 538 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $18.67万 | 0.04% | 650 | -128 | -16.5% | -$3.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.98万 | 0.04% | 417 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $20.18万 | 0.04% | 7,725 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $21.94万 | 0.05% | 1,662 | 0 | 0.0% | — | 不变 |