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
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%490 429.4% $2.42万 加仓
IXN ISHARES TR $27.91万0.18%2,792 27010.7% $2.70万 加仓
VNQ VANGUARD INDEX FDS $27.71万0.18%3,125 54921.3% $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 00.0% — 不变
IBTH ISHARES TR $26.47万0.17%11,799 00.0% — 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 00.0% — 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 81.0% $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 $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