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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $3.97万 | 0.01% | 234 | -33 | -12.4% | -$5,599 | 减仓 |
| PAYX | PAYCHEX INC | $3.66万 | 0.01% | 397 | -22 | -5.3% | -$2,027 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $3.63万 | 0.01% | 245 | -60 | -19.7% | -$8,886 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3.45万 | 0.01% | 79 | 25 | 46.3% | $1.09万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $3.43万 | 0.01% | 6,906 | 6,906 | — | $3.43万 | 新建仓 |
| NKE | NIKE INC | $3.39万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $3.38万 | 0.01% | 1,049 | 4 | 0.4% | $129 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.33万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $3.23万 | 0.01% | 132 | -15 | -10.2% | -$3,667 | 减仓 |
| MCD | MCDONALDS CORP | $3.20万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3.14万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $3.00万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $2.96万 | 0.01% | 108 | 1 | 0.9% | $274 | 加仓 |
| NFLX | NETFLIX INC. | $2.87万 | 0.01% | 299 | 249 | 498.0% | $2.39万 | 加仓 |
| IJH | ISHARES TR | $2.84万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $2.83万 | 0.01% | 711 | 711 | — | $2.83万 | 新建仓 |
| WMT | WALMART INC | $2.72万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.61万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $2.59万 | 0.01% | 28 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.57万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $2.52万 | 0.01% | 102 | 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 |
| CAT | CATERPILLAR INC | $2.48万 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $2.46万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $2.45万 | 0.01% | 102 | -76 | -42.7% | -$1.82万 | 减仓 |
| EWC | ISHARES INC | $2.44万 | 0.01% | 445 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $2.43万 | 0.01% | 412 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2.39万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.01% | 100 | 17 | 20.5% | $4,050 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.32万 | 0.00% | 371 | 371 | — | $2.32万 | 新建仓 |
| CCK | CROWN HLDGS INC | $2.30万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $2.27万 | 0.00% | 1,219 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2.26万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $2.20万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $2.14万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.12万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $2.11万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2.10万 | 0.00% | 420 | 420 | — | $2.10万 | 新建仓 |
| SLV | ISHARES SILVER TR | $2.09万 | 0.00% | 307 | -523 | -63.0% | -$3.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.09万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.08万 | 0.00% | 48 | -23 | -32.4% | -$9,945 | 减仓 |
| QQQ | INVESCO QQQ TR | $2.06万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $2.05万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $2.04万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $1.99万 | 0.00% | 150 | 56 | 59.6% | $7,442 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.99万 | 0.00% | 181 | -26 | -12.6% | -$2,852 | 减仓 |
| MDT | MEDTRONIC PLC | $1.98万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $1.95万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $1.79万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $1.76万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.73万 | 0.00% | 89 | -8 | -8.2% | -$1,553 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1.71万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.67万 | 0.00% | 87 | 87 | — | $1.67万 | 新建仓 |
| TIP | ISHARES TR | $1.59万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.59万 | 0.00% | 247 | -225 | -47.7% | -$1.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.58万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $1.55万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $1.55万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1.50万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $1.47万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $1.47万 | 0.00% | 122 | -15 | -10.9% | -$1,804 | 减仓 |
| SLYG | SPDR SERIES TRUST | $1.46万 | 0.00% | 151 | 151 | — | $1.46万 | 新建仓 |
| CMI | CUMMINS INC | $1.45万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.45万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $1.39万 | 0.00% | 147 | 147 | — | $1.39万 | 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 |
| MDYV | SPDR SERIES TRUST | $1.32万 | 0.00% | 155 | 155 | — | $1.32万 | 新建仓 |
| DE | DEERE & CO | $1.30万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.27万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.26万 | 0.00% | 158 | -47 | -22.9% | -$3,734 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.24万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $1.24万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.21万 | 0.00% | 121 | -83 | -40.7% | -$8,314 | 减仓 |
| EDV | VANGUARD WORLD FD | $1.20万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $1.18万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.18万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| — | CID HOLDCO INC | $1.17万 | 0.00% | 68,387 | 37,500 | 121.4% | $6,443 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.15万 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.14万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $1.13万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $1.10万 | 0.00% | 115 | 115 | — | $1.10万 | 新建仓 |
| — | HONEYWELL INTL INC | $1.06万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $1.06万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $1.05万 | 0.00% | 206 | 1 | 0.5% | $51 | 加仓 |
| LIN | LINDE PLC | $9,916 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $9,838 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $9,735 | 0.00% | 101 | -43 | -29.9% | -$4,145 | 减仓 |
| IQLT | ISHARES TR | $9,709 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $9,659 | 0.00% | 127 | -19 | -13.0% | -$1,445 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $9,571 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $9,345 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| PNTG | PENNANT GROUP INC | $8,992 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $8,588 | 0.00% | 27 | -39 | -59.1% | -$1.24万 | 减仓 |
| BCS | BARCLAYS PLC | $8,464 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $8,052 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $7,572 | 0.00% | 108 | -150 | -58.1% | -$1.05万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $7,478 | 0.00% | 51 | -15 | -22.7% | -$2,199 | 减仓 |
| VBR | VANGUARD INDEX FDS | $7,387 | 0.00% | 34 | -12 | -26.1% | -$2,607 | 减仓 |
| EEM | ISHARES TR | $7,383 | 0.00% | 130 | 130 | — | $7,383 | 新建仓 |