DecisionPoint Financial, LLC 13F 持仓 · 2026年Q2
DecisionPoint Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,416 只证券,申报市值合计 5.40 亿美元。前几大持仓:DFAC(33.32%)、DFIC(10.91%)、VCIT(9.15%)。本季前 25 大持仓中:新建仓 1 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $179.9M | 33.32% | 4.1M | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $58.9M | 10.91% | 1.6M | 增持 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $49.4M | 9.15% | 601,336 | 增持 |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $37.0M | 6.86% | 451,314 | 增持 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $29.6M | 5.47% | 701,524 | 增持 |
| 6 | VNQ | VANGUARD INDEX FDS | $28.4M | 5.26% | 293,151 | 增持 |
| 7 | DFAI | DIMENSIONAL ETF TRUST | $28.0M | 5.18% | 680,856 | 减持 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $18.9M | 3.49% | 474,963 | 增持 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $14.8M | 2.74% | 187,930 | 增持 |
| 10 | HOMB | HOME BANCSHARES INC | $14.1M | 2.62% | 489,137 | 减持 |
| 11 | DCOR | DIMENSIONAL ETF TRUST | $13.6M | 2.53% | 166,389 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $9.1M | 1.69% | 232,429 | 减持 |
| 13 | DFAR | DIMENSIONAL ETF TRUST | $5.1M | 0.94% | 194,205 | 增持 |
| 14 | SLQD | ISHARES TR | $4.8M | 0.89% | 95,886 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $4.5M | 0.82% | 12,057 | 减持 |
| 16 | SCHI | SCHWAB STRATEGIC TR | $3.6M | 0.67% | 161,284 | 减持 |
| 17 | AAPL | APPLE INC | $3.4M | 0.63% | 11,501 | 增持 |
| 18 | VB | VANGUARD INDEX FDS | $3.0M | 0.56% | 10,086 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $2.4M | 0.45% | 6,272 | 减持 |
| 20 | HAPN | HAPPEN INC | $2.1M | 0.39% | 102,574 | 新建仓 |
| 21 | MAR | MARRIOTT INTL INC NEW | $1.7M | 0.32% | 4,651 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $1.7M | 0.32% | 2,515 | 减持 |
| 23 | VXUS | VANGUARD STAR FDS | $1.6M | 0.30% | 19,028 | 减持 |
| 24 | BND | VANGUARD BD INDEX FDS | $1.3M | 0.24% | 18,008 | 减持 |
| 25 | SCHB | SCHWAB STRATEGIC TR | $966,274 | 0.18% | 33,423 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR