13F 机构持仓

DecisionMap Wealth Management, LLC

GREAT FALLS VA · SEC CIK 0002001526

2026Q22026Q1 更早 9 个季度 🔒
$1.79亿2026Q2 申报市值
145持仓数
39.3%前十大占比 · 第一大 9.0%
18 / 6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 9.0%
SPYG 6.1%
IEFA 4.2%
NVDA 3.1%
IEMG 3.1%
SPYV 3.0%
HEFA 3.0%
DFCF 2.8%
AAPL 2.6%
FBND 2.4%

2026Q2 买入最多 按季末市值估算

DFCF 加仓+$98.41万
AMD 新建仓+$58.38万
ISRG 新建仓+$56.91万
HONA 新建仓+$52.42万
IVV 加仓+$46.80万

2026Q2 卖出最多 按季末市值估算

PEP 清仓-$60.46万
JNK 减仓-$56.73万
EXXON MOBIL CORP 清仓-$48.88万
ASML 减仓-$27.04万
ACN 减仓-$22.93万

2026Q2 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
CAT CATERPILLAR INC $83.55万0.47%785 -11-1.4% -$1.17万 减仓
MU MICRON TECHNOLOGY INC $84.49万0.47%732 8613.3% $9.93万 加仓
BNL BROADSTONE NET LEASE INC $84.90万0.48%41,074 00.0% — 不变
ABFL TRIMTABS ETF TR $88.79万0.50%10,341 -1,145-10.0% -$9.83万 减仓
IXUS ISHARES TR $93.62万0.52%9,809 -978-9.1% -$9.33万 减仓
MUB ISHARES TR $95.32万0.53%8,857 3394.0% $3.65万 加仓
STIP ISHARES TR $97.24万0.54%9,518 3093.4% $3.16万 加仓
SCHB SCHWAB STRATEGIC TR $98.64万0.55%34,060 -354-1.0% -$1.03万 减仓
SPY SPDR S&P 500 ETF TR $102.43万0.57%1,372 10.1% $747 加仓
TSLA TESLA INC $110.28万0.62%2,622 582.3% $2.44万 加仓
JNJ JOHNSON & JOHNSON $110.84万0.62%4,364 -456-9.5% -$11.58万 减仓
V VISA INC $111.43万0.62%3,248 -125-3.7% -$4.29万 减仓
BND VANGUARD BD INDEX FDS $111.66万0.62%15,211 1,84413.8% $13.54万 加仓
TLH ISHARES TR $112.10万0.63%11,171 1,41114.5% $14.16万 加仓
LLY ELI LILLY & CO $113.01万0.63%942 -118-11.1% -$14.16万 减仓
SCHG SCHWAB STRATEGIC TR $116.16万0.65%34,326 -579-1.7% -$1.96万 减仓
PG PROCTER AND GAMBLE CO $119.39万0.67%8,142 -221-2.6% -$3.24万 减仓
JPM JPMORGAN CHASE & CO $119.97万0.67%3,665 38611.8% $12.63万 加仓
PCAR PACCAR INC $120.56万0.67%10,037 -7-0.1% -$841 减仓
META META PLATFORMS INC $123.64万0.69%2,195 602.8% $3.38万 加仓
BAI BLACKROCK ETF TRUST $125.53万0.70%23,811 5202.2% $2.74万 加仓
DFSD DIMENSIONAL ETF TRUST $147.39万0.82%30,866 1,6515.7% $7.88万 加仓
GOOG ALPHABET INC $156.35万0.88%4,425 47412.0% $16.75万 加仓
XLF SELECT SECTOR SPDR TR $162.67万0.91%30,343 1,5745.5% $8.44万 加仓
IJR ISHARES TR $167.21万0.94%11,274 -154-1.3% -$2.28万 减仓
AVGO BROADCOM INC $168.58万0.94%4,463 84323.3% $31.84万 加仓
IJH ISHARES TR $170.09万0.95%22,058 1,5017.3% $11.57万 加仓
AMZN AMAZON COM INC $181.62万1.02%7,620 3464.8% $8.25万 加仓
DGRO ISHARES TR $184.85万1.03%24,390 2,1849.8% $16.55万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $187.82万1.05%3,754 -46-1.2% -$2.30万 减仓
FESM FIDELITY COVINGTON TRUST $188.41万1.05%39,016 1,6974.5% $8.19万 加仓
VTI VANGUARD INDEX FDS $221.28万1.24%5,980 80.1% $2,960 加仓
GOOGL ALPHABET INC $232.63万1.30%6,510 -237-3.5% -$8.47万 减仓
PWRD TCW ETF TRUST $240.80万1.35%19,584 1,2767.0% $15.69万 加仓
MBB ISHARES TR $245.85万1.38%26,011 1,3785.6% $13.02万 加仓
AGG ISHARES TR $272.05万1.52%27,485 1,2774.9% $12.64万 加仓
KO COCA COLA CO $287.23万1.61%35,343 1610.5% $1.31万 加仓
MSFT MICROSOFT CORP $302.31万1.69%8,105 4906.4% $18.28万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $333.82万1.87%65,390 4,4817.4% $22.88万 加仓
VOO VANGUARD INDEX FDS $401.81万2.25%5,850 -150-2.5% -$10.30万 减仓
BINC BLACKROCK ETF TRUST II $416.57万2.33%79,589 7,35410.2% $38.49万 加仓
FBND FIDELITY MERRIMACK STR TR $424.90万2.38%93,406 9,54211.4% $43.41万 加仓
AAPL APPLE INC $471.28万2.64%16,287 2201.4% $6.37万 加仓
DFCF DIMENSIONAL ETF TRUST $503.31万2.82%119,240 23,31424.3% $98.41万 加仓
HEFA ISHARES TR $535.00万2.99%114,012 4,1173.7% $19.32万 加仓
SPYV SPDR SER TR $537.63万3.01%88,440 4,0604.8% $24.68万 加仓
IEMG ISHARES INC $546.39万3.06%65,957 1,5872.5% $13.15万 加仓
NVDA NVIDIA CORPORATION $555.42万3.11%27,759 2,0067.8% $40.14万 加仓
IEFA ISHARES TR $742.53万4.16%76,882 3,3734.6% $32.58万 加仓
SPYG SPDR SER TR $1,094.99万6.13%92,024 2,5342.8% $30.15万 加仓
IVV ISHARES TR $1,615.25万9.04%21,569 6253.0% $46.80万 加仓