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 |
|---|---|---|---|---|---|---|---|---|
| FAF | FIRST AMERN FINL CORP | $242 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $241 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $240 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $239 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $238 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $236 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $236 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $236 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $234 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $234 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $233 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $232 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $229 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $226 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $223 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $222 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $222 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $220 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $220 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $216 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $214 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $209 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $206 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $205 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $203 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $199 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $197 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $189 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $185 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $184 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $181 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $181 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $178 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $174 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $171 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $170 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $166 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CALIBERCOS INC | $164 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $162 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $159 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $149 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $147 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $145 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $141 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $141 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $140 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $133 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $133 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $125 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $123 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $112 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $111 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $101 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $99 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $98 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $95 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $92 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOUR | SHIFT4 PMTS INC | $88 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $85 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $83 | 0.00% | 13 | 13 | — | $83 | 新建仓 |
| GM | GENERAL MTRS CO | $75 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $70 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $42 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $39 | 0.00% | 4 | 4 | — | $39 | 新建仓 |
| ANGI | ANGI INC | $35 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $19 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION | $16 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -540 | -100.0% | -$2.54万 | 清仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -357 | -100.0% | -$2.04万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -178 | -100.0% | -$1.70万 | 清仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -127 | -100.0% | -$1.33万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -265 | -100.0% | -$1.26万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1.17万 | 清仓 |
| POWR | ISHARES INC | $0 | 0.00% | 0 | -497 | -100.0% | -$1.17万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -187 | -100.0% | -$9,681 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -30 | -100.0% | -$9,648 | 清仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -119 | -100.0% | -$9,341 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -38 | -100.0% | -$7,785 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -80 | -100.0% | -$7,384 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -120 | -100.0% | -$7,192 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FXL | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -34 | -100.0% | -$5,722 | 清仓 |
| DGT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -34 | -100.0% | -$5,668 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -50 | -100.0% | -$4,814 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -177 | -100.0% | -$4,686 | 清仓 |