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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -79 | -100.0% | -$4,473 | 清仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $0 | 0.00% | 0 | -361 | -100.0% | -$4,210 | 清仓 |
| XT | ISHARES TR | $0 | 0.00% | 0 | -60 | -100.0% | -$4,185 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -81 | -100.0% | -$3,926 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -82 | -100.0% | -$3,898 | 清仓 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -58 | -100.0% | -$3,776 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -48 | -100.0% | -$3,566 | 清仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -54 | -100.0% | -$3,302 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -55 | -100.0% | -$3,013 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | -20 | -100.0% | -$2,955 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -20 | -100.0% | -$2,867 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -57 | -100.0% | -$2,796 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -2,381 | -100.0% | -$2,572 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -30 | -100.0% | -$2,529 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -96 | -100.0% | -$2,479 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -63 | -100.0% | -$2,356 | 清仓 |
| BMO | BANK MONTREAL QUE | $0 | 0.00% | 0 | -18 | -100.0% | -$2,337 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -61 | -100.0% | -$2,078 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -49 | -100.0% | -$2,055 | 清仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $0 | 0.00% | 0 | -207 | -100.0% | -$2,013 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -30 | -100.0% | -$1,962 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -23 | -100.0% | -$1,770 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,440 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12 | -100.0% | -$1,374 | 清仓 |
| ARKG | ARK ETF TR | $0 | 0.00% | 0 | -30 | -100.0% | -$870 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$814 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$610 | 清仓 |
| SYM | SYMBOTIC INC | $0 | 0.00% | 0 | -10 | -100.0% | -$595 | 清仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$595 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$382 | 清仓 |
| — | ARK ETF TR | $0 | 0.00% | 0 | -11 | -100.0% | -$246 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLINK CHARGING CO | $0 | 0.00% | 0 | -200 | -100.0% | -$134 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$74 | 清仓 |
| — | NANOVIRICIDES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$57 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |