13F 机构持仓

DecisionPoint Financial, LLC

MESA AZ · SEC CIK 0001938514

2026Q22026Q1 更早 9 个季度 🔒
$5.40亿2026Q2 申报市值
1,416持仓数
85.0%前十大占比 · 第一大 33.3%
787 / 63新建仓 / 清仓
申报市值走势$5.40亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 33.3%
DFIC 10.9%
VCIT 9.2%
DIMENSIONAL ET 6.9%
DFCF 5.5%
VNQ 5.3%
DFAI 5.2%
DFEM 3.5%
VCSH 2.7%
HOMB 2.6%

2026Q2 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$1,195.09万
DFIC 加仓+$609.62万
VCIT 加仓+$447.62万
DFCF 加仓+$291.24万
VCSH 加仓+$243.64万

2026Q2 卖出最多 按季末市值估算

HOMB 减仓-$267.28万
DFAE 减仓-$60.80万
BNDX 减仓-$24.86万
IWF 减仓-$16.36万
VTI 减仓-$13.89万

2026Q2 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
FAST FASTENAL CO $1,2420.00%26 1285.7% $573 加仓
NFG NATIONAL FUEL GAS CO $1,2400.00%16 214.3% $155 加仓
WMB WILLIAMS COS INC $1,2380.00%17 -16-48.5% -$1,165 减仓
NET CLOUDFLARE INC $1,2320.00%5 125.0% $246 加仓
DYNF BLACKROCK ETF TRUST $1,2150.00%18 18— $1,215 新建仓
FICO FAIR ISAAC CORP $1,2070.00%1 00.0% — 不变
UPS UNITED PARCEL SVCS INC $1,2050.00%11 11— $1,205 新建仓
FANG DIAMONDBACK ENERGY INC $1,2040.00%7 4133.3% $688 加仓
AFL AFLAC INC $1,1850.00%10 5100.0% $592 加仓
NOW SERVICENOW INC $1,1640.00%11 110.0% $106 加仓
DTM DT MIDSTREAM INC $1,1510.00%8 360.0% $432 加仓
MDU MDU RES GROUP INC $1,1400.00%55 612.2% $124 加仓
BKR BAKER HUGHES COMPANY $1,1310.00%21 11110.0% $592 加仓
RS RELIANCE INC $1,1180.00%3 2200.0% $745 加仓
NXPI NXP SEMICONDUCTORS N V $1,1170.00%4 4— $1,117 新建仓
CI THE CIGNA GROUP $1,1090.00%4 -2-33.3% -$554 减仓
RJF RAYMOND JAMES FINL INC $1,1080.00%7 4133.3% $633 加仓
DHI D R HORTON INC $1,1000.00%7 4133.3% $629 加仓
NUE NUCOR CORP $1,0960.00%5 4400.0% $877 加仓
UTHR UNITED THERAPEUTICS CORP DEL $1,0950.00%2 1100.0% $548 加仓
SENEA SENECA FOODS CORP NEW $1,0900.00%6 00.0% — 不变
MEDP MEDPACE HLDGS INC $1,0880.00%2 1100.0% $544 加仓
CTVA CORTEVA INC $1,0870.00%13 8160.0% $669 加仓
CVNA CARVANA CO $1,0860.00%16 660.0% $407 加仓
AEM AGNICO EAGLE MINES LTD $1,0840.00%7 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $1,0820.00%8 8— $1,082 新建仓
GNRC GENERAC HLDGS INC $1,0810.00%4 2100.0% $540 加仓
SOLS SOLSTICE ADVANCED MATLS INC $1,0790.00%13 218.2% $166 加仓
MDB MONGODB INC $1,0790.00%3 150.0% $360 加仓
IDXX IDEXX LABS INC $1,0760.00%2 1100.0% $538 加仓
VST VISTRA CORP $1,0730.00%7 5250.0% $766 加仓
A AGILENT TECHNOLOGIES INC $1,0680.00%8 360.0% $400 加仓
PHM PULTE GROUP INC $1,0610.00%8 6300.0% $796 加仓
CB CHUBB LIMITED $1,0560.00%3 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1,0550.00%16 433.3% $264 加仓
ONTO ONTO INNOVATION INC $1,0550.00%3 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $1,0510.00%58 32123.1% $580 加仓
HEI/A HEICO CORP NEW $1,0470.00%4 133.3% $262 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $1,0450.00%20 00.0% — 不变
XPO XPO INC $1,0360.00%5 3150.0% $622 加仓
TTD THE TRADE DESK INC $1,0350.00%54 -6-10.0% -$115 减仓
TRGP TARGA RES CORP $1,0320.00%4 3300.0% $774 加仓
DEO DIAGEO PLC $1,0240.00%13 00.0% — 不变
KKR KKR & CO INC $1,0190.00%11 337.5% $278 加仓
EQIX EQUINIX INC $1,0140.00%1 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1,0100.00%5 3150.0% $606 加仓
OXY OCCIDENTAL PETE CORP $1,0070.00%21 15250.0% $719 加仓
VRTX VERTEX PHARMACEUTICALS INC $9970.00%2 -8-80.0% -$3,988 减仓
URNM SPROTT FDS TR $9960.00%19 00.0% — 不变
GDXJ VANECK ETF TRUST $9810.00%10 00.0% — 不变
BLK BLACKROCK INC $9810.00%1 1— $981 新建仓
FITB FIFTH THIRD BANCORP $9780.00%17 10142.9% $575 加仓
CORT CORCEPT THERAPEUTICS INC $9740.00%11 00.0% — 不变
APG API GROUP CORP $9610.00%23 1076.9% $418 加仓
SOFI SOFI TECHNOLOGIES INC $9590.00%52 29126.1% $535 加仓
OSCR OSCAR HEALTH INC $9570.00%30 311.1% $96 加仓
F FORD MTR CO $9550.00%70 70— $955 新建仓
MSGE MADISON SQUARE GARDEN ENTMT $9540.00%12 00.0% — 不变
MIR MIRION TECHNOLOGIES INC $9500.00%53 612.8% $108 加仓
MDLZ MONDELEZ INTL INC $9500.00%16 8100.0% $475 加仓
SPOT SPOTIFY TECHNOLOGY S A $9450.00%2 00.0% — 不变
FHN FIRST HORIZON CORPORATION $9380.00%36 1571.4% $391 加仓
PFE PFIZER INC $9320.00%39 -129-76.8% -$3,083 重新持有
JEF JEFFERIES FINANCIAL GROUP IN $9240.00%18 650.0% $308 加仓
TRP TC ENERGY CORP $9190.00%14 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $9170.00%4 4— $917 新建仓
TGT TARGET CORP $9130.00%7 7— $913 新建仓
IR INGERSOLL RAND INC $8900.00%11 583.3% $405 加仓
VMC VULCAN MATLS CO $8860.00%3 2200.0% $591 加仓
IRMD IRADIMED CORP $8830.00%9 00.0% — 不变
NTRS NORTHERN TR CORP $8780.00%5 5— $878 新建仓
ODFL OLD DOMINION FREIGHT LINE IN $8720.00%4 -36-90.0% -$7,848 重新持有
JBHT HUNT J B TRANS SVCS INC $8710.00%3 3— $871 新建仓
RMBS RAMBUS INC DEL $8670.00%7 240.0% $248 加仓
COR CENCORA INC $8660.00%3 -11-78.6% -$3,175 减仓
TMUS T-MOBILE US INC $8660.00%5 125.0% $173 加仓
FTI TECHNIPFMC PLC $8470.00%13 13— $847 新建仓
KR KROGER CO $8440.00%15 10200.0% $563 加仓
WWD WOODWARD INC $8420.00%2 2— $842 新建仓
TWLO TWILIO INC $8380.00%4 4— $838 新建仓
MSI MOTOROLA SOLUTIONS INC $8380.00%2 2— $838 新建仓
SAIA SAIA INC $8370.00%2 1100.0% $418 加仓
ECL ECOLAB INC $8360.00%3 -1-25.0% -$279 减仓
URGN UROGEN PHARMA LTD $8350.00%22 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $8330.00%2 -3-60.0% -$1,250 减仓
SPGI S&P GLOBAL INC $8300.00%2 -1-33.3% -$415 减仓
APO APOLLO GLOBAL MGMT INC $8300.00%7 4133.3% $474 加仓
NTRA NATERA INC $8290.00%3 150.0% $276 加仓
UNM UNUM GROUP $8230.00%9 6200.0% $549 加仓
— QORVO INC $8180.00%9 350.0% $273 加仓
CRM SALESFORCE INC $8170.00%5 -2-28.6% -$327 减仓
TEL TE CONNECTIVITY PLC $8060.00%4 4— $806 新建仓
EME EMCOR GROUP INC $8050.00%1 1— $805 新建仓
KLIC KULICKE & SOFFA INDS INC $8030.00%6 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $8000.00%10 10— $800 新建仓
RL RALPH LAUREN CORP $7970.00%2 2— $797 新建仓
CARR CARRIER GLOBAL CORPORATION $7930.00%11 7175.0% $505 加仓
MO ALTRIA GROUP INC $7870.00%11 7175.0% $501 加仓
NEU NEWMARKET CORP $7860.00%1 1— $786 新建仓
CASY CASEYS GEN STORES INC $7850.00%1 1— $785 新建仓