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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | $30.67万 | 0.20% | 3,853 | -35 | -0.9% | -$2,786 | 减仓 |
| UNP | UNION PAC CORP | $30.21万 | 0.20% | 1,245 | -16 | -1.3% | -$3,882 | 减仓 |
| NFLX | NETFLIX INC | $30.19万 | 0.20% | 3,140 | -470 | -13.0% | -$4.52万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $29.02万 | 0.19% | 1,336 | -35 | -2.6% | -$7,604 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $28.68万 | 0.19% | 339 | -23 | -6.4% | -$1.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $28.28万 | 0.18% | 490 | 42 | 9.4% | $2.42万 | 加仓 |
| IXN | ISHARES TR | $27.91万 | 0.18% | 2,792 | 270 | 10.7% | $2.70万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.71万 | 0.18% | 3,125 | 549 | 21.3% | $4.87万 | 加仓 |
| LIN | LINDE PLC | $27.71万 | 0.18% | 559 | -16 | -2.8% | -$7,932 | 减仓 |
| OEF | ISHARES TR | $27.58万 | 0.18% | 867 | -9 | -1.0% | -$2,863 | 减仓 |
| IBTI | ISHARES TR | $26.70万 | 0.17% | 11,981 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $26.47万 | 0.17% | 11,799 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $26.40万 | 0.17% | 1,455 | -26 | -1.8% | -$4,717 | 减仓 |
| ABBV | ABBVIE INC | $25.23万 | 0.16% | 1,160 | -166 | -12.5% | -$3.61万 | 减仓 |
| MUNI | INTER MUN BD ACT | $22.55万 | 0.15% | 4,320 | -130 | -2.9% | -$6,785 | 减仓 |
| MCD | MCDONALDS CORP | $22.53万 | 0.15% | 725 | -52 | -6.7% | -$1.62万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.46万 | 0.15% | 3,505 | 3,505 | — | $22.46万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.25万 | 0.14% | 918 | -26 | -2.8% | -$6,302 | 减仓 |
| SYK | STRYKER CORPORATION | $22.05万 | 0.14% | 671 | -42 | -5.9% | -$1.38万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.02万 | 0.14% | 728 | -49 | -6.3% | -$1.48万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $21.82万 | 0.14% | 646 | 646 | — | $21.82万 | 新建仓 |
| TLT | ISHARES TR | $21.29万 | 0.14% | 2,456 | -190 | -7.2% | -$1.65万 | 减仓 |
| IBTG | ISHARES TR | $21.24万 | 0.14% | 9,270 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $21.19万 | 0.14% | 3,506 | -865 | -19.8% | -$5.23万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.11万 | 0.14% | 2,252 | -51 | -2.2% | -$4,781 | 减仓 |
| IUSB | ISHARES TR | $20.86万 | 0.13% | 4,516 | -605 | -11.8% | -$2.79万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.80万 | 0.13% | 799 | 8 | 1.0% | $2,082 | 重新持有 |
| IWV | ISHARES TR | $20.69万 | 0.13% | 558 | -1 | -0.2% | -$371 | 减仓 |
| MRK | MERCK & CO INC | $20.55万 | 0.13% | 1,708 | 1,708 | — | $20.55万 | 新建仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -19,251 | -100.0% | -$101.80万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -3,600 | -100.0% | -$70.17万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -6,283 | -100.0% | -$28.69万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,311 | -100.0% | -$26.09万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -2,056 | -100.0% | -$23.42万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -353 | -100.0% | -$23.38万 | 清仓 |
| GE | GENERAL ELECTRIC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,962 | -100.0% | -$22.39万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEAR | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,343 | -100.0% | -$21.85万 | 清仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,033 | -100.0% | -$20.54万 | 清仓 |