13F 机构持仓

DecisionMap Wealth Management, LLC

GREAT FALLS VA · SEC CIK 0002001526

2026Q22026Q1 更早 9 个季度 🔒
$1.55亿2026Q1 申报市值
129持仓数
38.5%前十大占比 · 第一大 8.9%
6 / 9新建仓 / 清仓
申报市值走势$1.79亿2026Q2
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

IVV 8.9%
SPYG 5.7%
IEFA 4.3%
SPYV 3.1%
HEFA 3.0%
NVDA 2.9%
IEMG 2.9%
AAPL 2.6%
DFCF 2.6%
FBND 2.5%

2026Q1 买入最多 按季末市值估算

DGRO 新建仓+$155.84万
IJH 加仓+$111.82万
BINC 加仓+$103.02万
BND 新建仓+$98.43万
FBND 加仓+$75.47万

2026Q1 卖出最多 按季末市值估算

ABFL 减仓-$238.16万
USMV 减仓-$124.30万
IGSB 清仓-$101.80万
ORCL 清仓-$70.17万
AGG 减仓-$66.44万

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
IGSB ISHARES TR $00.00%0 -19,251-100.0% -$101.80万 清仓
ORCL ORACLE CORP $00.00%0 -3,600-100.0% -$70.17万 清仓
IGEB ISHARES TR $00.00%0 -6,283-100.0% -$28.69万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -3,311-100.0% -$26.09万 清仓
VUG VANGUARD INDEX FDS $00.00%0 —— — 申报中断
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
EFG ISHARES TR $00.00%0 -2,056-100.0% -$23.42万 清仓
INTU INTUIT $00.00%0 -353-100.0% -$23.38万 清仓
GE GENERAL ELECTRIC CO $00.00%0 —— — 申报中断
FQAL FIDELITY COVINGTON TRUST $00.00%0 -2,962-100.0% -$22.39万 清仓
BAC BANK AMERICA CORP $00.00%0 —— — 申报中断
MEAR ISHARES U S ETF TR $00.00%0 -4,343-100.0% -$21.85万 清仓
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -4,033-100.0% -$20.54万 清仓
MRK MERCK & CO INC $20.55万0.13%1,708 1,708— $20.55万 新建仓
IWV ISHARES TR $20.69万0.13%558 -1-0.2% -$371 减仓
ITW ILLINOIS TOOL WKS INC $20.80万0.13%799 81.0% $2,082 重新持有
IUSB ISHARES TR $20.86万0.13%4,516 -605-11.8% -$2.79万 减仓
VONV VANGUARD SCOTTSDALE FDS $21.11万0.14%2,252 -51-2.2% -$4,781 减仓
EMGF ISHARES INC $21.19万0.14%3,506 -865-19.8% -$5.23万 减仓
IBTG ISHARES TR $21.24万0.14%9,270 00.0% — 不变
TLT ISHARES TR $21.29万0.14%2,456 -190-7.2% -$1.65万 减仓
MU MICRON TECHNOLOGY INC $21.82万0.14%646 646— $21.82万 新建仓
AXP AMERICAN EXPRESS CO $22.02万0.14%728 -49-6.3% -$1.48万 减仓
SYK STRYKER CORPORATION $22.05万0.14%671 -42-5.9% -$1.38万 减仓
IBM INTERNATIONAL BUSINESS MACHS $22.25万0.14%918 -26-2.8% -$6,302 减仓
VEA VANGUARD TAX-MANAGED FDS $22.46万0.15%3,505 3,505— $22.46万 新建仓
MCD MCDONALDS CORP $22.53万0.15%725 -52-6.7% -$1.62万 减仓
MUNI INTER MUN BD ACT $22.55万0.15%4,320 -130-2.9% -$6,785 减仓
ABBV ABBVIE INC $25.23万0.16%1,160 -166-12.5% -$3.61万 减仓
IYW ISHARES TR $26.40万0.17%1,455 -26-1.8% -$4,717 减仓
IBTH ISHARES TR $26.47万0.17%11,799 00.0% — 不变
IBTI ISHARES TR $26.70万0.17%11,981 00.0% — 不变
OEF ISHARES TR $27.58万0.18%867 -9-1.0% -$2,863 减仓
LIN LINDE PLC $27.71万0.18%559 -16-2.8% -$7,932 减仓
VNQ VANGUARD INDEX FDS $27.71万0.18%3,125 54921.3% $4.87万 加仓
IXN ISHARES TR $27.91万0.18%2,792 27010.7% $2.70万 加仓
QQQ INVESCO QQQ TR $28.28万0.18%490 429.4% $2.42万 加仓
GS GOLDMAN SACHS GROUP INC $28.68万0.19%339 -23-6.4% -$1.95万 减仓
VBR VANGUARD INDEX FDS $29.02万0.19%1,336 -35-2.6% -$7,604 减仓
NFLX NETFLIX INC $30.19万0.20%3,140 -470-13.0% -$4.52万 减仓
UNP UNION PAC CORP $30.21万0.20%1,245 -16-1.3% -$3,882 减仓
WFC WELLS FARGO CO NEW $30.67万0.20%3,853 -35-0.9% -$2,786 减仓
TJX TJX COS INC NEW $31.41万0.20%1,967 -58-2.9% -$9,263 减仓
SMMU PIMCO ETF TR $32.42万0.21%6,426 -1,058-14.1% -$5.34万 减仓
SCHV SCHWAB STRATEGIC TR $33.16万0.21%10,873 -698-6.0% -$2.13万 减仓
VTEB VANGUARD MUN BD FDS $33.45万0.22%6,704 -851-11.3% -$4.25万 减仓
IBTL ISHARES TR $34.11万0.22%16,721 00.0% — 不变
MSTR MICROSTRATEGY INC $34.30万0.22%2,748 -37-1.3% -$4,618 减仓
VB VANGUARD INDEX FDS $34.45万0.22%1,315 705.6% $1.83万 加仓
IBTK ISHARES TR $34.51万0.22%17,502 00.0% — 不变
IBTJ ISHARES TR $34.57万0.22%15,827 00.0% — 不变
SGOV ISHARES TR $35.98万0.23%3,574 00.0% — 不变
NVO NOVO-NORDISK A S $36.09万0.23%9,821 -1,531-13.5% -$5.63万 减仓
ITOT ISHARES TR $38.98万0.25%2,736 29312.0% $4.17万 加仓
MA MASTERCARD INCORPORATED $39.32万0.25%787 8712.4% $4.35万 加仓
DEO DIAGEO PLC $41.00万0.27%5,507 250.5% $1,861 加仓
CVX CHEVRON CORP NEW $41.28万0.27%1,995 -143-6.7% -$2.96万 减仓
COST COSTCO WHSL CORP NEW $42.25万0.27%424 163.9% $1.59万 加仓
PLTR PALANTIR TECHNOLOGIES INC $43.59万0.28%2,980 36814.1% $5.38万 加仓
USMV ISHARES TR $45.24万0.29%4,878 -13,402-73.3% -$124.30万 减仓
UL UNILEVER PLC $46.43万0.30%8,150 -70-0.9% -$3,988 减仓
MDT MEDTRONIC PLC $46.87万0.30%5,409 -448-7.6% -$3.88万 减仓
— EXXON MOBIL CORP $48.88万0.32%2,881 401.4% $6,786 加仓
WMT WALMART INC $50.27万0.33%4,045 -4,114-50.4% -$51.12万 减仓
CHRW C H ROBINSON WORLDWIDE INC $51.96万0.34%3,129 -251-7.4% -$4.17万 减仓
LMT LOCKHEED MARTIN CORP $52.70万0.34%872 17925.8% $10.82万 加仓
DIS DISNEY WALT CO $56.04万0.36%5,815 -409-6.6% -$3.94万 减仓
CL COLGATE PALMOLIVE CO $56.25万0.36%6,600 -57-0.9% -$4,858 重新持有
CAT CATERPILLAR INC $56.37万0.36%796 -7-0.9% -$4,957 减仓
GOVT ISHARES TR $56.38万0.36%24,609 3,26015.3% $7.47万 加仓
SBUX STARBUCKS CORP $59.58万0.39%6,651 -637-8.7% -$5.71万 减仓
GD GENERAL DYNAMICS CORP $59.80万0.39%1,742 -167-8.7% -$5.73万 减仓
ASML ASML HOLDING N V $59.80万0.39%453 -99-17.9% -$13.07万 减仓
PEP PEPSICO INC $60.46万0.39%3,893 3,893— $60.46万 新建仓
VO VANGUARD INDEX FDS $62.24万0.40%2,167 -148-6.4% -$4.25万 减仓
— HONEYWELL INTL INC $63.03万0.41%2,788 -250-8.2% -$5.65万 减仓
IBDX ISHARES TR $63.61万0.41%25,171 12,08092.3% $30.53万 加仓
IBDW ISHARES TR $63.63万0.41%30,401 290.1% $607 加仓
SCHF SCHWAB STRATEGIC TR $65.85万0.43%26,608 -1,258-4.5% -$3.11万 减仓
TIP ISHARES TR $66.86万0.43%6,058 -131-2.1% -$1.45万 减仓
IBDR ISHARES TR $67.01万0.43%27,645 -584-2.1% -$1.42万 减仓
ACN ACCENTURE PLC IRELAND $69.49万0.45%3,504 1,02741.5% $20.37万 加仓
HYMB SPDR SER TR $70.55万0.46%28,448 -8,873-23.8% -$22.01万 减仓
IBDV ISHARES TR $71.03万0.46%32,447 1,1573.7% $2.53万 加仓
IBDU ISHARES TR $71.04万0.46%30,543 9803.3% $2.28万 加仓
RTX RAYTHEON TECHNOLOGIES CORP $71.37万0.46%3,700 -298-7.5% -$5.75万 减仓
IBDT ISHARES TR $72.13万0.47%28,478 4541.6% $1.15万 加仓
IBDS ISHARES TR $72.25万0.47%29,808 6922.4% $1.68万 加仓
VTV VANGUARD INDEX FDS $72.89万0.47%3,715 -413-10.0% -$8.10万 减仓
BNL BROADSTONE NET LEASE INC $75.04万0.49%41,074 -11,948-22.5% -$21.83万 减仓
IBIT ISHARES BITCOIN TRUST ETF $75.12万0.49%19,552 00.0% — 不变
BAI BLACKROCK ETF TRUST $76.74万0.50%23,291 8874.0% $2.92万 加仓
HD HOME DEPOT INC $79.01万0.51%2,402 -45-1.8% -$1.48万 减仓
ABFL TRIMTABS ETF TR $81.71万0.53%11,486 -33,477-74.5% -$238.16万 减仓
SCHB SCHWAB STRATEGIC TR $86.38万0.56%34,414 -419-1.2% -$1.05万 减仓
SPY SPDR S&P 500 ETF TR $89.19万0.58%1,371 -452-24.8% -$29.40万 减仓
MUB ISHARES TR $90.42万0.59%8,518 -181-2.1% -$1.92万 减仓
IXUS ISHARES TR $93.46万0.60%10,787 1521.4% $1.32万 加仓
STIP ISHARES TR $95.25万0.62%9,209 -5,573-37.7% -$57.64万 减仓
TSLA TESLA INC $95.32万0.62%2,564 -35-1.3% -$1.30万 减仓