DecisionMap Wealth Management, LLC
CIK 2001526 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $178.7M
- Posisi
- 145
- Per tanggal
- 30 Juni 2026
#6.838 dari 9.443 berdasarkan nilai 13F · top 72.4%
Nilai portofolio QoQ: +15.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 39,33%
- Bobot 25 kepemilikan teratas
- 60,97%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 40,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,16% Perkiraan pembelian $15.720.750 · penjualan $5.256.613
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,3% masih dipegang
- Posisi baru
- 23
- Meningkat
- 72
- Menurun
- 47
- Tertutup
- 7
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
11,1%
Communication Services
3,3%
Industrials
3,3%
Healthcare
2,7%
Retail
2,1%
Consumer Staples
1,9%
Consumer products
1,2%
Financial Services
1,2%
Consumer Discretionary
1,1%
Financials
1,0%
Real Estate
0,5%
Logistics & Transportation
0,3%
Energy
0,2%
Communications
0,2%
Materials
0,2%
Lainnya/Tidak terpetakan
69,8%
Portofolio lengkap 145 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $16.152.456 | 9,04% | 21.569 | $2.471.304 | Naik ×6 | ||
| SPYG | $10.949.891 | 6,13% | 92.024 | $2.187.888 | Naik ×3 | ||
| IEFA | $7.425.290 | 4,16% | 76.882 | $770.493 | Naik ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.554.219 | 3,11% | 27.759 | $1.062.822 | Naik ×5 | ||
| IEMG | $5.463.875 | 3,06% | 65.957 | $974.041 | Naik ×1 | ||
| SPYV | $5.376.287 | 3,01% | 88.440 | $602.081 | Naik ×1 | ||
| HEFA | $5.350.014 | 2,99% | 114.012 | $680.025 | Naik ×1 | ||
| DFCF | $5.033.120 | 2,82% | 119.240 | $983.124 | Naik ×3 | ||
| AAPL Apple Inc. - Common Stock | $4.712.797 | 2,64% | 16.287 | $635.184 | Naik ×4 | ||
| FBND | $4.249.039 | 2,38% | 93.406 | $423.179 | Naik ×4 | ||
| BINC | $4.165.699 | 2,33% | 79.589 | $414.555 | Naik ×5 | ||
| VOO | $4.018.150 | 2,25% | 5.850 | $432.579 | Turun ×2 | ||
| FBTC | $3.338.151 | 1,87% | 65.390 | $-257.283 | Naik ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $3.023.146 | 1,69% | 8.105 | $204.163 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2.872.326 | 1,61% | 35.343 | $196.735 | Naik ×1 | ||
| AGG | $2.720.499 | 1,52% | 27.485 | $118.877 | Naik ×1 | ||
| MBB iShares MBS ETF | $2.458.538 | 1,38% | 26.011 | $119.618 | Naik ×2 | ||
| PWRD TCW Transform Systems ETF | $2.408.049 | 1,35% | 19.584 | $618.149 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.326.334 | 1,30% | 6.510 | $386.296 | Turun ×4 | ||
| VTI | $2.212.850 | 1,24% | 5.980 | $297.068 | Naik ×1 | ||
| FESM | $1.884.083 | 1,05% | 39.016 | $465.961 | Naik ×2 | ||
| BRKB | $1.878.214 | 1,05% | 3.754 | $57.494 | Turun ×2 | ||
| DGRO | $1.848.518 | 1,03% | 24.390 | $290.101 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.816.228 | 1,02% | 7.620 | $301.204 | Naik ×1 | ||
| IJH | $1.700.892 | 0,95% | 22.058 | $312.678 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1.685.791 | 0,94% | 4.463 | $565.453 | Naik ×1 | ||
| IJR | $1.672.069 | 0,94% | 11.274 | $251.453 | Turun ×3 | ||
| XLF XLF | $1.626.715 | 0,91% | 30.343 | $206.371 | Naik ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.563.485 | 0,88% | 4.425 | $430.101 | Naik ×2 | ||
| DFSD | $1.473.852 | 0,82% | 30.866 | $75.038 | Naik ×2 | ||
| BAI | $1.255.316 | 0,70% | 23.811 | $487.878 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.236.422 | 0,69% | 2.195 | $14.924 | Naik ×4 | ||
| PCAR PACCAR Inc. - Common Stock | $1.205.644 | 0,67% | 10.037 | $45.562 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.199.664 | 0,67% | 3.665 | $235.113 | Naik ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.193.885 | 0,67% | 8.142 | $-14.101 | Turun ×4 | ||
| SCHG | $1.161.592 | 0,65% | 34.326 | $144.809 | Turun ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.130.099 | 0,63% | 942 | $155.002 | Turun ×3 | ||
| TLH | $1.121.010 | 0,63% | 11.171 | $137.983 | Naik ×2 | ||
| BND Vanguard Total Bond Market ETF | $1.116.640 | 0,62% | 15.211 | $132.294 | Naik ×1 | ||
| V Visa Inc. | $1.114.268 | 0,62% | 3.248 | $94.942 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1.108.374 | 0,62% | 4.364 | $-69.715 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.102.813 | 0,62% | 2.622 | $149.646 | Naik ×1 | ||
| SPY SPY | $1.024.297 | 0,57% | 1.372 | $132.432 | Naik ×1 | ||
| SCHB | $986.378 | 0,55% | 34.060 | $122.587 | Turun ×2 | ||
| STIP | $972.368 | 0,54% | 9.518 | $19.835 | Naik ×1 | ||
| MUB | $953.190 | 0,53% | 8.857 | $49.004 | Naik ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $936.210 | 0,52% | 9.809 | $1.594 | Turun ×1 | ||
| ABFL | $887.912 | 0,50% | 10.341 | $70.784 | Turun ×3 | ||
| BNL Broadstone Net Lease, Inc. Common Stock | $849.000 | 0,48% | 41.074 | $98.578 | |||
| MU Micron Technology, Inc. - Common Stock | $844.940 | 0,47% | 732 | $626.695 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $835.535 | 0,47% | 785 | $271.875 | Turun ×3 | ||
| IBDT | $834.362 | 0,47% | 33.044 | $113.013 | Naik ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $807.179 | 0,45% | 2.289 | $17.128 | Turun ×2 | ||
| VTV | $806.559 | 0,45% | 3.701 | $77.676 | Turun ×6 | ||
| IBDS | $787.056 | 0,44% | 32.496 | $64.507 | Naik ×6 | ||
| ROL Rollins, Inc. Common Stock | $784.921 | 0,44% | 18.805 | $-223.940 | Turun ×1 | ||
| IBDR | $779.790 | 0,44% | 32.183 | $109.679 | Naik ×1 | ||
| SCHF | $744.295 | 0,42% | 26.870 | $85.747 | Naik ×1 | ||
| TIP | $738.373 | 0,41% | 6.747 | $69.792 | Naik ×1 | ||
| HYMB | $723.717 | 0,41% | 28.448 | $18.207 | |||
| RTX RTX Corporation Common Stock | $710.569 | 0,40% | 3.745 | $-3.084 | Naik ×1 | ||
| IBDU | $700.659 | 0,39% | 30.253 | $-9.771 | Turun ×1 | ||
| IBDV | $700.608 | 0,39% | 32.138 | $-9.657 | Turun ×1 | ||
| VO | $692.285 | 0,39% | 8.592 | $69.868 | Naik ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $662.981 | 0,37% | 19.915 | $-88.220 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $630.259 | 0,35% | 317 | $32.228 | Turun ×5 | ||
| IBDX | $627.307 | 0,35% | 24.903 | $-8.764 | Turun ×1 | ||
| IBDW | $626.826 | 0,35% | 30.078 | $-9.467 | Turun ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $596.620 | 0,33% | 6.199 | $36.204 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $593.926 | 0,33% | 1.677 | $-4.059 | Turun ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $583.815 | 0,33% | 1.005 | Naik ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $575.671 | 0,32% | 5.633 | $-20.167 | Turun ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $569.080 | 0,32% | 1.431 | Naik ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $534.595 | 0,30% | 11.151 | $173.656 | Naik ×1 | ||
| JNK | $530.131 | 0,30% | 5.501 | $-559.928 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $529.300 | 0,30% | 2.364 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $524.181 | 0,29% | 2.371 | Naik ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $521.972 | 0,29% | 5.693 | $-40.509 | Turun ×1 | ||
| GOVT | $501.752 | 0,28% | 22.026 | $-62.040 | Turun ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $497.365 | 0,28% | 8.273 | $33.059 | Naik ×1 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $494.895 | 0,28% | 2.628 | $-24.747 | Turun ×4 | ||
| WMT Walmart Inc. - Common Stock | $451.304 | 0,25% | 3.985 | $-51.367 | Turun ×2 | ||
| ITOT | $449.697 | 0,25% | 2.738 | $59.945 | Naik ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $444.001 | 0,25% | 5.676 | $-24.719 | Naik ×1 | ||
| DEO Diageo plc Common Stock | $443.230 | 0,25% | 5.514 | $33.207 | Naik ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $441.192 | 0,25% | 866 | $-85.836 | Turun ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $439.538 | 0,25% | 20.302 | $93.829 | Naik ×1 | ||
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | $439.416 | 0,25% | 22.488 | $94.277 | Naik ×1 | ||
| IBTL iShares iBonds Dec 2031 Term Treasury ETF | $435.640 | 0,24% | 21.577 | $94.550 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $422.832 | 0,24% | 452 | $346 | Naik ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $417.044 | 0,23% | 566 | $134.226 | Naik ×2 | ||
| USMV | $411.819 | 0,23% | 4.269 | $-40.588 | Turun ×3 | ||
| VB | $401.399 | 0,22% | 1.324 | $56.915 | Naik ×2 | ||
| UNP Union Pacific Corporation Common Stock | $394.128 | 0,22% | 1.449 | $92.066 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $390.062 | 0,22% | 2.853 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $386.964 | 0,22% | 893 | Naik ×1 | |||
| SCHV | $373.581 | 0,21% | 10.732 | $41.954 | Turun ×2 | ||
| MA Mastercard Incorporated Common Stock | $369.278 | 0,21% | 719 | $-23.954 | Turun ×1 | ||
| IYW | $366.240 | 0,20% | 1.452 | $102.273 | Turun ×3 | ||
| WFC Wells Fargo & Company Common Stock | $364.521 | 0,20% | 4.411 | $57.788 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IVV | $16.152.456 | 9,04% | naik ×6 |
| SPYG | $10.949.891 | 6,13% | naik ×3 |
| IEFA | $7.425.290 | 4,16% | naik ×3 |
| NVDA | $5.554.219 | 3,11% | naik ×5 |
| DFCF | $5.033.120 | 2,82% | naik ×3 |
| AAPL | $4.712.797 | 2,64% | naik ×4 |
| FBND | $4.249.039 | 2,38% | naik ×4 |
| BINC | $4.165.699 | 2,33% | naik ×5 |
| FBTC | $3.338.151 | 1,87% | naik ×6 |
| XLF | $1.626.715 | 0,91% | naik ×5 |
| META | $1.236.422 | 0,69% | naik ×4 |
| JPM | $1.199.664 | 0,67% | naik ×5 |
| IBDT | $834.362 | 0,47% | naik ×6 |
| IBDS | $787.056 | 0,44% | naik ×6 |
| DEO | $443.230 | 0,25% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AMD | $583.815 | 1.005 | 0,33% |
| ISRG | $569.080 | 1.431 | 0,32% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $529.300 | 2.364 | 0,30% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $524.181 | 2.371 | 0,29% |
| Penerbit tidak dikenal (CUSIP: 30233Q108) | $390.062 | 2.853 | 0,22% |
| LRCX | $386.964 | 893 | 0,22% |
| INTC | $305.703 | 2.189 | 0,17% |
| CSCO | $300.698 | 2.560 | 0,17% |
| APH | $296.041 | 1.679 | 0,17% |
| IDGT | $291.837 | 2.437 | 0,16% |
| BAC | $283.419 | 4.974 | 0,16% |
| UNH | $273.900 | 659 | 0,15% |
| TSM | $257.410 | 539 | 0,14% |
| KLAC | $254.945 | 845 | 0,14% |
| GE | $253.015 | 677 | 0,14% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +625 | +$2.5M |
| SPYG | Beli lebih banyak | +3K | +$2.2M |
| NVDA | Beli lebih banyak | +2K | +$1.1M |
| DFCF | Beli lebih banyak | +23K | +$983K |
| IEMG | Beli lebih banyak | +2K | +$974K |
| IEFA | Beli lebih banyak | +3K | +$770K |
| HEFA | Beli lebih banyak | +4K | +$680K |
| AAPL | Beli lebih banyak | +220 | +$635K |
| MU | Beli lebih banyak | +86 | +$627K |
| PWRD | Beli lebih banyak | +1K | +$618K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XLE | 31 Maret 2025 | 12.109 | $1.037.257 | Tidak lagi dilacak |
| IGSB | 31 Maret 2026 | 19.251 | $1.017.980 | |
| ORCL | 31 Maret 2026 | 3.600 | $701.667 | -5,4% |
| ADBE | 30 Sep. 2025 | 1.812 | $700.833 | -23,2% |
| HON | 30 Juni 2026 | 2.788 | $630.265 | 0,8% |
| PEP | 30 Juni 2026 | 3.893 | $604.551 | 4,8% |
| ZTS | 31 Des. 2025 | 4.047 | $592.151 | -38,8% |
| PEP | 30 Juni 2025 | 3.681 | $551.956 | 7,5% |
| ULXXXX | 31 Des. 2025 | 8.989 | $532.891 | Tidak lagi dilacak |
| CL | 31 Des. 2025 | 6.657 | $532.139 | 17,4% |
| XOM | 30 Juni 2026 | 2.881 | $488.790 | 22,8% |
| IBDQ | 31 Des. 2025 | 19.124 | $481.746 | Tidak lagi dilacak |
| NKE | 30 Juni 2025 | 7.480 | $474.858 | -42,4% |
| UNH | 30 Juni 2025 | 766 | $401.193 | 26,6% |
| MUNI | 31 Maret 2025 | 7.697 | $398.166 | Tidak lagi dilacak |
| IGEB | 31 Maret 2026 | 6.283 | $286.882 | Tidak lagi dilacak |
| BSV | 31 Maret 2026 | 3.311 | $260.940 | Tidak lagi dilacak |
| VUG | 31 Maret 2026 | 533 | $260.029 | Tidak lagi dilacak |
| UNH | 31 Maret 2026 | 719 | $237.349 | 45,9% |
| VNQ | 30 Juni 2025 | 2.611 | $236.360 | Tidak lagi dilacak |
| EFG | 31 Maret 2026 | 2.056 | $234.220 | Tidak lagi dilacak |
| INTU | 31 Maret 2026 | 353 | $233.834 | -16,6% |
| GE | 31 Maret 2026 | 744 | $229.174 | 28,8% |
| MCD | 30 Juni 2026 | 725 | $225.323 | 0,4% |
| FQAL | 31 Maret 2026 | 2.962 | $223.898 | Tidak lagi dilacak |
| BAC | 31 Maret 2026 | 4.061 | $223.355 | 31,4% |
| MEAR | 31 Maret 2026 | 4.343 | $218.540 | Tidak lagi dilacak |
| ADP | 30 Sep. 2025 | 707 | $218.039 | -5,7% |
| TLT | 30 Juni 2026 | 2.456 | $212.949 | |
| AXP | 31 Maret 2025 | 715 | $212.205 | 27,4% |
| SHM | 30 Juni 2025 | 4.437 | $211.201 | Tidak lagi dilacak |
| INTU | 31 Maret 2025 | 335 | $210.548 | -41,3% |
| IUSB | 30 Juni 2026 | 4.516 | $208.594 | |
| IWV | 30 Juni 2026 | 558 | $206.885 | Tidak lagi dilacak |
| IWV | 30 Juni 2025 | 651 | $206.822 | Tidak lagi dilacak |
| ITW | 31 Des. 2025 | 791 | $206.261 | 17,3% |
| JMST | 31 Maret 2026 | 4.033 | $205.441 | Tidak lagi dilacak |
| ABT | 31 Des. 2025 | 1.526 | $204.325 | -8,4% |
| NOW | 30 Sep. 2025 | 199 | $204.074 | -32,9% |
| BBAI | 30 Juni 2025 | 18.000 | $51.480 | -54,6% |