跳到正文

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
1DFACDIMENSIONAL ETF TRUST$179.9M33.32%4.1M增持
2DFICDIMENSIONAL ETF TRUST$58.9M10.91%1.6M增持
3VCITVANGUARD SCOTTSDALE FDS$49.4M9.15%601,336增持
4DFASDIMENSIONAL ETF TRUST$37.0M6.86%451,314增持
5DFCFDIMENSIONAL ETF TRUST$29.6M5.47%701,524增持
6VNQVANGUARD INDEX FDS$28.4M5.26%293,151增持
7DFAIDIMENSIONAL ETF TRUST$28.0M5.18%680,856减持
8DFEMDIMENSIONAL ETF TRUST$18.9M3.49%474,963增持
9VCSHVANGUARD SCOTTSDALE FDS$14.8M2.74%187,930增持
10HOMBHOME BANCSHARES INC$14.1M2.62%489,137减持
11DCORDIMENSIONAL ETF TRUST$13.6M2.53%166,389增持
12DFAEDIMENSIONAL ETF TRUST$9.1M1.69%232,429减持
13DFARDIMENSIONAL ETF TRUST$5.1M0.94%194,205增持
14SLQDISHARES TR$4.8M0.89%95,886减持
15VTIVANGUARD INDEX FDS$4.5M0.82%12,057减持
16SCHISCHWAB STRATEGIC TR$3.6M0.67%161,284减持
17AAPLAPPLE INC$3.4M0.63%11,501增持
18VBVANGUARD INDEX FDS$3.0M0.56%10,086减持
19MSFTMICROSOFT CORP$2.4M0.45%6,272减持
20HAPNHAPPEN INC$2.1M0.39%102,574新建仓
21MARMARRIOTT INTL INC NEW$1.7M0.32%4,651增持
22VOOVANGUARD INDEX FDS$1.7M0.32%2,515减持
23VXUSVANGUARD STAR FDS$1.6M0.30%19,028减持
24BNDVANGUARD BD INDEX FDS$1.3M0.24%18,008减持
25SCHBSCHWAB STRATEGIC TR$966,2740.18%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