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 |
|---|---|---|---|---|---|---|---|---|
| BHP | BHP BILLITON LIMITED | $7,274 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $7,106 | 0.00% | 111 | 11 | 11.0% | $704 | 加仓 |
| ABBV | ABBVIE INC | $6,960 | 0.00% | 32 | -16 | -33.3% | -$3,480 | 减仓 |
| SO | SOUTHERN CO | $6,757 | 0.00% | 70 | -12 | -14.6% | -$1,158 | 减仓 |
| WM | WASTE MGMT INC DEL | $6,664 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6,412 | 0.00% | 46 | -13 | -22.0% | -$1,812 | 减仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $6,090 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $6,058 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $5,883 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $5,683 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $5,584 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $5,469 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $5,467 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $5,428 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $5,406 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $5,335 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $5,316 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $5,145 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $4,927 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4,878 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $4,843 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,725 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $4,706 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $4,701 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $4,694 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $4,613 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $4,610 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,466 | 0.00% | 10 | 1 | 11.1% | $447 | 加仓 |
| COR | CENCORA INC | $4,398 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $4,379 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4,232 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4,211 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,166 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $4,157 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $4,142 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $3,986 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $3,969 | 0.00% | 24 | -21 | -46.7% | -$3,473 | 减仓 |
| AMGN | AMGEN INC | $3,871 | 0.00% | 11 | -12 | -52.2% | -$4,223 | 减仓 |
| NVS | NOVARTIS AG | $3,819 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $3,793 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $3,593 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,520 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $3,514 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $3,459 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $3,457 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3,406 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $3,312 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MNKD | MANNKIND CORP | $3,303 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $3,245 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3,215 | 0.00% | 38 | -64 | -62.7% | -$5,415 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $3,193 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $3,023 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $3,003 | 0.00% | 33 | -78 | -70.3% | -$7,098 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,980 | 0.00% | 11 | -30 | -73.2% | -$8,127 | 减仓 |
| CCL | CARNIVAL CORP | $2,951 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2,945 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2,940 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2,924 | 0.00% | 54 | -98 | -64.5% | -$5,307 | 减仓 |
| GFF | GRIFFON CORP | $2,908 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $2,906 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $2,859 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| DQ | DAQO NEW ENERGY CORP | $2,659 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $2,619 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $2,535 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $2,515 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $2,439 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2,426 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $2,402 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC | $2,381 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2,355 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $2,295 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $2,276 | 0.00% | 12 | -66 | -84.6% | -$1.25万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,253 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $2,175 | 0.00% | 75 | -155 | -67.4% | -$4,495 | 减仓 |
| WFC | WELLS FARGO & CO | $2,150 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2,137 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $2,088 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $1,975 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $1,961 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1,894 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC. | $1,839 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $1,834 | 0.00% | 14 | -25 | -64.1% | -$3,275 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,825 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $1,779 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $1,734 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| — | SEABRIDGE GOLD INC | $1,729 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1,727 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,690 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1,668 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1,653 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1,617 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $1,613 | 0.00% | 42 | 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 |
| C | CITIGROUP INC | $1,588 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $1,582 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $1,571 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $1,554 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1,553 | 0.00% | 4 | 0 | 0.0% | — | 不变 |