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
IBTH ISHARES TR $36.04万0.20%16,111 4,31236.5% $9.65万 加仓
IBTI ISHARES TR $35.98万0.20%16,249 4,26835.6% $9.45万 加仓
GS GOLDMAN SACHS GROUP INC $35.40万0.20%350 113.2% $1.11万 加仓
OEF ISHARES TR $34.54万0.19%944 778.9% $2.82万 加仓
CVX CHEVRON CORP NEW $34.11万0.19%2,058 633.2% $1.04万 加仓
PLTR PALANTIR TECHNOLOGIES INC $34.02万0.19%2,916 -64-2.1% -$7,467 减仓
IXN ISHARES TR $32.80万0.18%2,270 -522-18.7% -$7.54万 减仓
VBR VANGUARD INDEX FDS $32.46万0.18%1,336 00.0% — 不变
SMMU PIMCO ETF TR $32.31万0.18%6,399 -27-0.4% -$1,364 减仓
INTC INTEL CORP $30.57万0.17%2,189 2,189— $30.57万 新建仓
VTEB VANGUARD MUN BD FDS $30.43万0.17%6,017 -687-10.2% -$3.47万 减仓
CSCO CISCO SYS INC $30.07万0.17%2,560 2,560— $30.07万 新建仓
TJX TJX COS INC NEW $29.92万0.17%1,975 80.4% $1,212 加仓
APH AMPHENOL CORP $29.60万0.17%1,679 1,679— $29.60万 新建仓
ABBV ABBVIE INC $29.44万0.16%1,170 100.9% $2,516 加仓
IDGT ISHARES TR $29.18万0.16%2,437 2,437— $29.18万 新建仓
LIN LINDE PLC $29.06万0.16%560 10.2% $519 加仓
VNQ VANGUARD INDEX FDS $28.60万0.16%2,966 -159-5.1% -$1.53万 减仓
BAC BANK OF AMER CORP $28.34万0.16%4,974 91322.5% $5.20万 重新持有
SGOV ISHARES TR $27.81万0.16%2,762 -812-22.7% -$8.17万 减仓
UNH UNITEDHEALTH GROUP INC $27.39万0.15%659 -60-8.3% -$2.49万 重新持有
VEA VANGUARD TAX-MANAGED FDS $26.48万0.15%3,717 2126.0% $1.51万 加仓
IBM INTERNATIONAL BUSINESS MACHS $25.76万0.14%916 -2-0.2% -$562 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $25.74万0.14%539 539— $25.74万 新建仓
AXP AMERICAN EXPRESS CO $25.54万0.14%755 273.7% $9,133 加仓
KLAC KLA CORP $25.49万0.14%845 845— $25.49万 新建仓
MUNI INTER MUN BD ACT $25.40万0.14%4,829 50911.8% $2.68万 加仓
GE GE AEROSPACE $25.30万0.14%677 -67-9.0% -$2.50万 重新持有
SMH VANECK ETF TRUST $25.05万0.14%382 382— $25.05万 新建仓
AMAT APPLIED MATLS INC $24.87万0.14%344 344— $24.87万 新建仓
ITW ILLINOIS TOOL WKS INC $24.72万0.14%914 11514.4% $3.11万 加仓
EMGF ISHARES INC $24.45万0.14%3,337 -169-4.8% -$1.24万 减仓
MSTR MICROSTRATEGY INC $24.44万0.14%2,812 642.3% $5,564 加仓
VUG VANGUARD INDEX FDS $23.10万0.13%2,682 2,149403.2% $18.51万 重新持有
ARTY ISHARES TR $22.97万0.13%3,017 3,017— $22.97万 新建仓
QTUM ETF SER SOLUTIONS $22.74万0.13%1,375 1,375— $22.74万 新建仓
VONV VANGUARD SCOTTSDALE FDS $22.63万0.13%2,129 -123-5.5% -$1.31万 减仓
IWF ISHARES TR $22.35万0.13%1,800 1,800— $22.35万 新建仓
IBTG ISHARES TR $21.96万0.12%9,593 3233.5% $7,393 加仓
QCOM QUALCOMM INC $21.95万0.12%1,188 1,188— $21.95万 新建仓
NFLX NETFLIX INC $21.51万0.12%3,012 -128-4.1% -$9,139 减仓
MRK MERCK & CO INC $21.38万0.12%1,664 -44-2.6% -$5,654 减仓
ACN ACCENTURE PLC IRELAND $20.69万0.12%1,662 -1,842-52.6% -$22.93万 减仓
SYK STRYKER CORPORATION $20.21万0.11%642 -29-4.3% -$9,130 减仓
GEV GE VERNOVA INC $20.21万0.11%172 172— $20.21万 新建仓
PEP PEPSICO INC $00.00%0 -3,893-100.0% -$60.46万 清仓
— EXXON MOBIL CORP $00.00%0 -2,881-100.0% -$48.88万 清仓
MCD MCDONALDS CORP $00.00%0 -725-100.0% -$22.53万 清仓
TLT ISHARES TR $00.00%0 -2,456-100.0% -$21.29万 清仓
IUSB ISHARES TR $00.00%0 -4,516-100.0% -$20.86万 清仓
IWV ISHARES TR $00.00%0 -558-100.0% -$20.69万 清仓