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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $23.78万 | 0.05% | 808 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $25.18万 | 0.05% | 833 | 2 | 0.2% | $605 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $25.46万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.32万 | 0.06% | 2,048 | -35 | -1.7% | -$4,841 | 减仓 |
| META | META PLATFORMS INC | $32.63万 | 0.07% | 570 | -17 | -2.9% | -$9,733 | 减仓 |
| ENSG | ENSIGN GROUP INC | $33.01万 | 0.07% | 1,638 | 349 | 27.1% | $7.03万 | 加仓 |
| GOOGL | ALPHABET INC | $39.62万 | 0.09% | 1,378 | 17 | 1.2% | $4,887 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $44.79万 | 0.10% | 9,344 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $47.26万 | 0.10% | 9,835 | -435 | -4.2% | -$2.09万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.24万 | 0.11% | 19,205 | -1,675 | -8.0% | -$4.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $49.46万 | 0.11% | 2,836 | 44 | 1.6% | $7,673 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $61.18万 | 0.13% | 8,292 | 1,102 | 15.3% | $8.13万 | 加仓 |
| IVV | ISHARES TR | $61.27万 | 0.13% | 938 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $62.37万 | 0.13% | 6,196 | -9,993 | -61.7% | -$100.59万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $62.91万 | 0.14% | 13,943 | 1,621 | 13.2% | $7.31万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $68.91万 | 0.15% | 20,286 | 2,640 | 15.0% | $8.97万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $73.53万 | 0.16% | 3,357 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $77.64万 | 0.17% | 14,364 | -373 | -2.5% | -$2.02万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $79.17万 | 0.17% | 12,355 | -434 | -3.4% | -$2.78万 | 减仓 |
| AMZN | AMAZON COM INC | $80.58万 | 0.17% | 3,869 | 33 | 0.9% | $6,873 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $83.89万 | 0.18% | 33,423 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $140.18万 | 0.30% | 19,036 | 8,640 | 83.1% | $63.62万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $146.92万 | 0.32% | 19,053 | -12 | -0.1% | -$925 | 减仓 |
| VOO | VANGUARD INDEX FDS | $151.22万 | 0.33% | 2,531 | 305 | 13.7% | $18.22万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $152.09万 | 0.33% | 4,650 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $242.20万 | 0.52% | 6,543 | 43 | 0.7% | $1.59万 | 加仓 |
| VB | VANGUARD INDEX FDS | $268.15万 | 0.58% | 10,238 | 1,387 | 15.7% | $36.33万 | 加仓 |
| AAPL | APPLE INC | $290.16万 | 0.63% | 11,433 | 13 | 0.1% | $3,299 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $370.13万 | 0.80% | 163,196 | 51,526 | 46.1% | $116.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $398.88万 | 0.86% | 12,433 | -17 | -0.1% | -$5,454 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $459.10万 | 0.99% | 194,122 | 6,751 | 3.6% | $15.97万 | 加仓 |
| SLQD | ISHARES TR | $485.75万 | 1.05% | 96,206 | 2,660 | 2.8% | $13.43万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $839.50万 | 1.81% | 247,931 | -430 | -0.2% | -$1.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,193.00万 | 2.57% | 165,510 | 50,376 | 43.8% | $363.11万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,244.29万 | 2.68% | 156,968 | 9,459 | 6.4% | $74.98万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,508.57万 | 3.25% | 436,633 | 6,930 | 1.6% | $23.94万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $1,566.31万 | 3.38% | 581,621 | -5,084 | -0.9% | -$13.69万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,392.37万 | 5.16% | 269,715 | 9,424 | 3.6% | $83.59万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,659.36万 | 5.73% | 682,588 | -1,625 | -0.2% | -$6.33万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,669.98万 | 5.76% | 632,396 | 10,956 | 1.8% | $46.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,012.75万 | 6.49% | 423,555 | 7,925 | 1.9% | $56.37万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,525.39万 | 9.76% | 546,875 | 7,232 | 1.3% | $59.84万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,043.20万 | 10.87% | 1,419,420 | 30,373 | 2.2% | $107.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.47亿 | 31.76% | 3,791,506 | 45,668 | 1.2% | $177.47万 | 加仓 |