DecisionMap Wealth Management, LLC
GREAT FALLS VA · SEC CIK 0002001526
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $96.46万 | 0.62% | 3,279 | 225 | 7.4% | $6.62万 | 加仓 |
| LLY | ELI LILLY & CO | $97.51万 | 0.63% | 1,060 | -91 | -7.9% | -$8.37万 | 减仓 |
| TLH | ISHARES TR | $98.30万 | 0.64% | 9,760 | 212 | 2.2% | $2.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $98.43万 | 0.64% | 13,367 | 13,367 | — | $98.43万 | 新建仓 |
| ROL | ROLLINS INC | $100.89万 | 0.65% | 18,889 | 72 | 0.4% | $3,846 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $101.68万 | 0.66% | 34,905 | -1,617 | -4.4% | -$4.71万 | 减仓 |
| V | VISA INC | $101.93万 | 0.66% | 3,373 | 48 | 1.4% | $1.45万 | 加仓 |
| JNK | SPDR SER TR | $109.01万 | 0.71% | 11,388 | 183 | 1.6% | $1.75万 | 加仓 |
| AVGO | BROADCOM INC | $112.03万 | 0.72% | 3,620 | -164 | -4.3% | -$5.08万 | 减仓 |
| GOOG | ALPHABET INC | $113.34万 | 0.73% | 3,951 | 405 | 11.4% | $11.62万 | 加仓 |
| PCAR | PACCAR INC | $116.01万 | 0.75% | 10,044 | 19 | 0.2% | $2,194 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.81万 | 0.76% | 4,820 | -308 | -6.0% | -$7.53万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $120.80万 | 0.78% | 8,363 | -472 | -5.3% | -$6.82万 | 减仓 |
| META | META PLATFORMS INC | $122.15万 | 0.79% | 2,135 | 82 | 4.0% | $4.69万 | 加仓 |
| IJH | ISHARES TR | $138.82万 | 0.90% | 20,557 | 16,558 | 414.1% | $111.82万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $139.88万 | 0.91% | 29,215 | 1,719 | 6.3% | $8.23万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $141.81万 | 0.92% | 37,319 | 317 | 0.9% | $1.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $142.03万 | 0.92% | 28,769 | 1,657 | 6.1% | $8.18万 | 加仓 |
| IJR | ISHARES TR | $142.06万 | 0.92% | 11,428 | -1,209 | -9.6% | -$15.03万 | 减仓 |
| AMZN | AMAZON COM INC | $151.50万 | 0.98% | 7,274 | -155 | -2.1% | -$3.23万 | 减仓 |
| DGRO | ISHARES TR | $155.84万 | 1.01% | 22,206 | 22,206 | — | $155.84万 | 新建仓 |
| PWRD | TCW ETF TRUST | $178.99万 | 1.16% | 18,308 | 4,174 | 29.5% | $40.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $182.07万 | 1.18% | 3,800 | -83 | -2.1% | -$3.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $191.58万 | 1.24% | 5,972 | -370 | -5.8% | -$11.87万 | 减仓 |
| GOOGL | ALPHABET INC | $194.00万 | 1.26% | 6,747 | -252 | -3.6% | -$7.25万 | 减仓 |
| MBB | ISHARES TR | $233.89万 | 1.51% | 24,633 | 2,011 | 8.9% | $19.09万 | 加仓 |
| AGG | ISHARES TR | $260.16万 | 1.68% | 26,208 | -6,693 | -20.3% | -$66.44万 | 减仓 |
| KO | COCA COLA CO | $267.56万 | 1.73% | 35,182 | -2,104 | -5.6% | -$16.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $281.90万 | 1.82% | 7,615 | -219 | -2.8% | -$8.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $358.56万 | 2.32% | 6,000 | -273 | -4.4% | -$16.31万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $359.54万 | 2.33% | 60,909 | 4,709 | 8.4% | $27.80万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $375.11万 | 2.43% | 72,235 | 19,839 | 37.9% | $103.02万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $382.59万 | 2.48% | 83,864 | 16,544 | 24.6% | $75.47万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $405.00万 | 2.62% | 95,926 | 10,772 | 12.7% | $45.48万 | 加仓 |
| AAPL | APPLE INC | $407.76万 | 2.64% | 16,067 | 1,349 | 9.2% | $34.24万 | 加仓 |
| IEMG | ISHARES INC | $448.98万 | 2.91% | 64,370 | -3,067 | -4.5% | -$21.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $449.14万 | 2.91% | 25,753 | 238 | 0.9% | $4.15万 | 加仓 |
| HEFA | ISHARES TR | $467.00万 | 3.02% | 109,895 | -3,379 | -3.0% | -$14.36万 | 减仓 |
| SPYV | SPDR SER TR | $477.42万 | 3.09% | 84,380 | -226 | -0.3% | -$1.28万 | 减仓 |
| IEFA | ISHARES TR | $665.48万 | 4.31% | 73,509 | 2,631 | 3.7% | $23.82万 | 加仓 |
| SPYG | SPDR SER TR | $876.20万 | 5.67% | 89,490 | 391 | 0.4% | $3.83万 | 加仓 |
| IVV | ISHARES TR | $1,368.12万 | 8.85% | 20,944 | 223 | 1.1% | $14.57万 | 加仓 |