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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1.47亿 | 31.76% | 3,791,506 | 45,668 | 1.2% | $177.47万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $5,043.20万 | 10.87% | 1,419,420 | 30,373 | 2.2% | $107.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,525.39万 | 9.76% | 546,875 | 7,232 | 1.3% | $59.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,012.75万 | 6.49% | 423,555 | 7,925 | 1.9% | $56.37万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $2,669.98万 | 5.76% | 632,396 | 10,956 | 1.8% | $46.26万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,659.36万 | 5.73% | 682,588 | -1,625 | -0.2% | -$6.33万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $2,392.37万 | 5.16% | 269,715 | 9,424 | 3.6% | $83.59万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $1,566.31万 | 3.38% | 581,621 | -5,084 | -0.9% | -$13.69万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,508.57万 | 3.25% | 436,633 | 6,930 | 1.6% | $23.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,244.29万 | 2.68% | 156,968 | 9,459 | 6.4% | $74.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,193.00万 | 2.57% | 165,510 | 50,376 | 43.8% | $363.11万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $839.50万 | 1.81% | 247,931 | -430 | -0.2% | -$1.46万 | 减仓 |
| SLQD | ISHARES TR | $485.75万 | 1.05% | 96,206 | 2,660 | 2.8% | $13.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $459.10万 | 0.99% | 194,122 | 6,751 | 3.6% | $15.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $398.88万 | 0.86% | 12,433 | -17 | -0.1% | -$5,454 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $370.13万 | 0.80% | 163,196 | 51,526 | 46.1% | $116.86万 | 加仓 |
| AAPL | APPLE INC | $290.16万 | 0.63% | 11,433 | 13 | 0.1% | $3,299 | 加仓 |
| VB | VANGUARD INDEX FDS | $268.15万 | 0.58% | 10,238 | 1,387 | 15.7% | $36.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $242.20万 | 0.52% | 6,543 | 43 | 0.7% | $1.59万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $152.09万 | 0.33% | 4,650 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $151.22万 | 0.33% | 2,531 | 305 | 13.7% | $18.22万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $146.92万 | 0.32% | 19,053 | -12 | -0.1% | -$925 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $140.18万 | 0.30% | 19,036 | 8,640 | 83.1% | $63.62万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $83.89万 | 0.18% | 33,423 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $80.58万 | 0.17% | 3,869 | 33 | 0.9% | $6,873 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $79.17万 | 0.17% | 12,355 | -434 | -3.4% | -$2.78万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $77.64万 | 0.17% | 14,364 | -373 | -2.5% | -$2.02万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $73.53万 | 0.16% | 3,357 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $68.91万 | 0.15% | 20,286 | 2,640 | 15.0% | $8.97万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $62.91万 | 0.14% | 13,943 | 1,621 | 13.2% | $7.31万 | 加仓 |
| SGOV | ISHARES TR | $62.37万 | 0.13% | 6,196 | -9,993 | -61.7% | -$100.59万 | 减仓 |
| IVV | ISHARES TR | $61.27万 | 0.13% | 938 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $61.18万 | 0.13% | 8,292 | 1,102 | 15.3% | $8.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $49.46万 | 0.11% | 2,836 | 44 | 1.6% | $7,673 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $49.24万 | 0.11% | 19,205 | -1,675 | -8.0% | -$4.29万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $47.26万 | 0.10% | 9,835 | -435 | -4.2% | -$2.09万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $44.79万 | 0.10% | 9,344 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $39.62万 | 0.09% | 1,378 | 17 | 1.2% | $4,887 | 加仓 |
| ENSG | ENSIGN GROUP INC | $33.01万 | 0.07% | 1,638 | 349 | 27.1% | $7.03万 | 加仓 |
| META | META PLATFORMS INC | $32.63万 | 0.07% | 570 | -17 | -2.9% | -$9,733 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.32万 | 0.06% | 2,048 | -35 | -1.7% | -$4,841 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $25.46万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $25.18万 | 0.05% | 833 | 2 | 0.2% | $605 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $23.78万 | 0.05% | 808 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $21.94万 | 0.05% | 1,662 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $20.18万 | 0.04% | 7,725 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.98万 | 0.04% | 417 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $18.67万 | 0.04% | 650 | -128 | -16.5% | -$3.68万 | 减仓 |
| SYK | STRYKER CORPORATION | $17.68万 | 0.04% | 538 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $17.31万 | 0.04% | 603 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $16.67万 | 0.04% | 4,340 | 102 | 2.4% | $3,919 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $16.59万 | 0.04% | 2,558 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $15.65万 | 0.03% | 367 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $14.79万 | 0.03% | 212 | -12 | -5.4% | -$8,373 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $14.65万 | 0.03% | 5,037 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $14.16万 | 0.03% | 3,589 | 617 | 20.8% | $2.43万 | 加仓 |
| HD | HOME DEPOT INC | $14.04万 | 0.03% | 427 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $13.60万 | 0.03% | 4,434 | -1,424 | -24.3% | -$4.37万 | 减仓 |
| CLH | CLEAN HARBORS INC | $13.33万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $13.09万 | 0.03% | 1,446 | -142 | -8.9% | -$1.29万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $12.18万 | 0.03% | 136 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $12.10万 | 0.03% | 573 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $11.42万 | 0.02% | 627 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $10.63万 | 0.02% | 514 | -122 | -19.2% | -$2.52万 | 减仓 |
| CSCO | CISCO SYS INC | $10.50万 | 0.02% | 1,353 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $10.12万 | 0.02% | 688 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $9.77万 | 0.02% | 5,841 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $9.69万 | 0.02% | 2,713 | 1,501 | 123.8% | $5.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9.14万 | 0.02% | 2,607 | 872 | 50.3% | $3.06万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8.58万 | 0.02% | 1,625 | 3 | 0.2% | $158 | 加仓 |
| VXF | VANGUARD INDEX FDS | $8.39万 | 0.02% | 408 | 1 | 0.2% | $206 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $8.17万 | 0.02% | 1,153 | 3 | 0.3% | $213 | 加仓 |
| BA | BOEING CO | $7.90万 | 0.02% | 397 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $7.43万 | 0.02% | 1,487 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7.27万 | 0.02% | 497 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $6.99万 | 0.02% | 891 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $6.62万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $6.56万 | 0.01% | 1,834 | 1 | 0.1% | $36 | 加仓 |
| SHOP | SHOPIFY INC | $6.45万 | 0.01% | 544 | -69 | -11.3% | -$8,185 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $6.44万 | 0.01% | 1,346 | 860 | 177.0% | $4.12万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $6.42万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $6.14万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $5.98万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $5.70万 | 0.01% | 963 | 211 | 28.1% | $1.25万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $5.68万 | 0.01% | 502 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $5.64万 | 0.01% | 920 | -468 | -33.7% | -$2.87万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $5.53万 | 0.01% | 1,091 | 1,091 | — | $5.53万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $5.35万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $5.26万 | 0.01% | 5,647 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $5.21万 | 0.01% | 121 | 4 | 3.4% | $1,721 | 加仓 |
| FDX | FEDEX CORP | $5.13万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.94万 | 0.01% | 76 | 44 | 137.5% | $2.86万 | 加仓 |
| RTX | RTX CORPORATION | $4.73万 | 0.01% | 245 | -41 | -14.3% | -$7,909 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $4.66万 | 0.01% | 6,781 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $4.44万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $4.42万 | 0.01% | 1,426 | 3 | 0.2% | $93 | 加仓 |
| IJR | ISHARES TR | $4.30万 | 0.01% | 346 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4.24万 | 0.01% | 750 | 406 | 118.0% | $2.30万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $4.12万 | 0.01% | 255 | 75 | 41.7% | $1.21万 | 加仓 |
| TSLA | TESLA INC | $4.01万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |