DECISION INVESTMENTS, INC
CIK 2111652 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $109.8M
- 持仓
- 149
- 截至
- 2026年6月30日
按 13F 价值排名第 8207（共 9443） · 前 86.9%
投资组合价值同比（季度）：+24.9% 13F不披露现金
- 前十大持仓权重
- 49.25%
- 前二十五大持仓权重
- 66.50%
- 持仓高于 1%
- 21
- 有效持仓数量
- 18.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.62% 估计买入 $8466099 · 卖出 $6550773
- 新仓位
- 17
- 增加
- 36
- 减少
- 68
- 已结清
- 7
本页内容
行业细分
Technology
41.3%
Healthcare
6.3%
Retail
3.7%
Energy
3.6%
Communication Services
2.8%
Financials
2.4%
Consumer Discretionary
2.1%
Industrials
1.7%
Communications
0.9%
Financial Services
0.8%
N/A
0.4%
Utilities
0.4%
Consumer Staples
0.3%
Consumer products
0.2%
Telecommunication
0.2%
其他/未映射
33.1%
完整投资组合 149 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $20546642 | 18.70% | 102687 | $1799514 | 下跌 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $10565452 | 9.62% | 24382 | $5318176 | 下跌 ×2 | ||
| SNDK Sandisk Corporation - Common Stock | $4708895 | 4.29% | 2071 | $2535397 | 下跌 ×1 | ||
| IXN | $4377455 | 3.99% | 30298 | $1355562 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4244775 | 3.86% | 14670 | $521037 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2240630 | 2.04% | 9401 | $180427 | 下跌 ×2 | ||
| IWO | $2063956 | 1.88% | 5239 | $425240 | 上涨 ×1 | ||
| IWF | $1889867 | 1.72% | 15220 | $267415 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1832446 | 1.67% | 1959 | $-149275 | 下跌 ×2 | ||
| DKNG DraftKings Inc. - Class A Common Stock | $1626997 | 1.48% | 64410 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1617665 | 1.47% | 4942 | $156572 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1507791 | 1.37% | 4219 | $299141 | 上涨 ×1 | ||
| IXG | $1481485 | 1.35% | 11899 | $125341 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1480650 | 1.35% | 5884 | $200939 | |||
| BRKB | $1410360 | 1.28% | 2819 | $52536 | 下跌 ×2 | ||
| IWM | $1403402 | 1.28% | 4671 | $252930 | 上涨 ×1 | ||
| IXJ | $1334328 | 1.21% | 13563 | $79208 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1252908 | 1.14% | 3546 | $212754 | 下跌 ×2 | ||
| VLO Valero Energy Corporation Common Stock | $1250334 | 1.14% | 4801 | $69344 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $1144256 | 1.04% | 954 | $262197 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1134992 | 1.03% | 4469 | $43567 | 上涨 ×1 | ||
| EFA | $1059472 | 0.96% | 10199 | $76031 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $989871 | 0.90% | 1704 | $483534 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $952181 | 0.87% | 2629 | $25975 | 下跌 ×2 | ||
| EEM | $929145 | 0.85% | 13582 | $165490 | 上涨 ×2 | ||
| EXI | $913478 | 0.83% | 4556 | $93684 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $870709 | 0.79% | 2334 | $4802 | 下跌 ×2 | ||
| IBB IBB | $862131 | 0.78% | 4533 | $112268 | 上涨 ×1 | ||
| SDY | $768052 | 0.70% | 5047 | $2305 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $738471 | 0.67% | 6287 | $241119 | 下跌 ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $730140 | 0.66% | 1836 | $-171095 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $669005 | 0.61% | 4893 | $-163710 | 下跌 ×2 | ||
| DVA DaVita Inc. Common Stock | $667440 | 0.61% | 3000 | $209290 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $630242 | 0.57% | 546 | $414024 | 下跌 ×1 | ||
| IWD | $619651 | 0.56% | 2556 | $73510 | |||
| SPXX Nuveen S&P 500 Dynamic Overwrite Fund | $606676 | 0.55% | 32547 | $80432 | 下跌 ×1 | ||
| PYLD | $600413 | 0.55% | 22640 | $-2449 | 下跌 ×1 | ||
| VUG | $559738 | 0.51% | 6498 | $82763 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $552683 | 0.50% | 519 | $188535 | 上涨 ×2 | ||
| SNOW Snowflake Inc. Common Stock | $495257 | 0.45% | 1946 | $178233 | 下跌 ×2 | ||
| RXI | $479313 | 0.44% | 2484 | $18409 | 上涨 ×1 | ||
| C Citigroup, Inc. Common Stock | $442973 | 0.40% | 3165 | $48646 | 下跌 ×2 | ||
| BA Boeing Company (The) Common Stock | $439647 | 0.40% | 2031 | $37013 | 上涨 ×2 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $434623 | 0.40% | 24240 | $115975 | 上涨 ×2 | ||
| MIN MFS Intermediate Income Trust Common Stock | $427063 | 0.39% | 172900 | $17933 | 上涨 ×2 | ||
| AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest | $426187 | 0.39% | 15183 | $13466 | 下跌 ×2 | ||
| CVX Chevron Corporation Common Stock | $420036 | 0.38% | 2534 | $-106318 | 下跌 ×1 | ||
| INCY Incyte Corporation - Common Stock | $418412 | 0.38% | 3691 | $52568 | 下跌 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $410125 | 0.37% | 425 | 上涨 ×1 | |||
| SPY SPY | $396535 | 0.36% | 531 | $51204 | |||
| CVS CVS Health Corporation Common Stock | $383199 | 0.35% | 3704 | $109640 | 下跌 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $379575 | 0.35% | 525 | 上涨 ×1 | |||
| BKLN | $378576 | 0.34% | 18585 | $-4826 | 下跌 ×2 | ||
| IWN | $360114 | 0.33% | 1628 | $52220 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $356563 | 0.32% | 633 | $-117733 | 下跌 ×2 | ||
| MMT MFS Multimarket Income Trust Common Stock | $348031 | 0.32% | 79098 | $197881 | 上涨 ×2 | ||
| TTE TotalEnergies SE Ordinary Shares | $346188 | 0.32% | 4452 | $-62585 | 下跌 ×1 | ||
| HQL abrdn Life Sciences Investors Shares of Beneficial Interest | $345253 | 0.31% | 17254 | $57209 | 下跌 ×1 | ||
| GNT GAMCO Natural Resources, Gold & Income Trust | $339122 | 0.31% | 41610 | $-11662 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $337742 | 0.31% | 803 | $39227 | |||
| NOW ServiceNow, Inc. Common Stock | $334574 | 0.30% | 3370 | $86790 | 上涨 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $326948 | 0.30% | 1769 | $100129 | 上涨 ×1 | ||
| FLNG FLEX LNG Ltd. Ordinary Shares | $326185 | 0.30% | 11625 | $-20303 | 下跌 ×1 | ||
| ASA ASA Gold and Precious Metals Limited | $325874 | 0.30% | 6262 | $-65039 | 下跌 ×2 | ||
| SPMD | $324964 | 0.30% | 4810 | $40116 | |||
| WM Waste Management, Inc. Common Stock | $323176 | 0.29% | 1450 | $-10020 | |||
| RTX RTX Corporation Common Stock | $321972 | 0.29% | 1697 | $-9623 | 下跌 ×2 | ||
| BGR BlackRock Energy and Resources Trust | $319075 | 0.29% | 21530 | $-45647 | 上涨 ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $318742 | 0.29% | 2732 | $22964 | 上涨 ×1 | ||
| MAR Marriott International - Class A Common Stock | $307960 | 0.28% | 831 | $26026 | 下跌 ×2 | ||
| QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund - Closed End Fund | $303480 | 0.28% | 10069 | $44808 | 上涨 ×1 | ||
| CFG Citizens Financial Group, Inc. Common Stock | $302702 | 0.28% | 4320 | $42432 | 下跌 ×1 | ||
| BCX BlackRock Resources Common Shares of Beneficial Interest | $293223 | 0.27% | 25926 | $-21595 | 下跌 ×2 | ||
| GLDI ETRACS Gold Shares Covered Call ETNs due February 2, 2033 | $288268 | 0.26% | 2051 | $68950 | 上涨 ×2 | ||
| PRF | $285278 | 0.26% | 5280 | $34320 | |||
| QQQ Invesco QQQ Trust, Series 1 | $284987 | 0.26% | 387 | $59310 | 下跌 ×1 | ||
| ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest | $283719 | 0.26% | 34307 | $2320 | 下跌 ×2 | ||
| AIPI REX AI Equity Premium Income ETF | $277437 | 0.25% | 7462 | $28837 | 上涨 ×2 | ||
| IGD Voya Global Equity Dividend and Premium Opportunity Fund | $273414 | 0.25% | 44530 | $15597 | 下跌 ×1 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $272544 | 0.25% | 1526 | $51717 | |||
| SPHQ | $271922 | 0.25% | 3018 | $41540 | 下跌 ×2 | ||
| ICOW | $270595 | 0.25% | 6500 | $-6963 | 下跌 ×2 | ||
| RKLB Rocket Lab Corporation - Common Stock | $267340 | 0.24% | 2630 | 上涨 ×1 | |||
| BHK Blackrock Core Bond Trust | $262042 | 0.24% | 28576 | ||||
| NXG NXG NextGen Infrastructure Income Fund Common Shares of Beneficial Interest | $258193 | 0.24% | 3990 | $39022 | |||
| OKE ONEOK, Inc. Common Stock | $256647 | 0.23% | 2952 | $-10817 | 下跌 ×2 | ||
| MGF MFS Government Markets Income Trust Common Stock | $256291 | 0.23% | 89300 | $-6839 | 下跌 ×1 | ||
| HACK | $251832 | 0.23% | 2400 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $251202 | 0.23% | 526 | 上涨 ×1 | |||
| D Dominion Energy, Inc. Common Stock | $249668 | 0.23% | 3656 | $22541 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $248695 | 0.23% | 1697 | 上涨 ×1 | |||
| LPG Dorian LPG Ltd. Common Stock | $247634 | 0.23% | 7120 | $3104 | 下跌 ×1 | ||
| SCHG | $243648 | 0.22% | 7200 | $33912 | |||
| BIT BlackRock Multi-Sector Income Trust Common Shares of Beneficial Interest | $242012 | 0.22% | 19330 | $-250 | 下跌 ×1 | ||
| IWP | $241869 | 0.22% | 1652 | $30215 | |||
| CELH Celsius Holdings, Inc. - Common Stock | $234240 | 0.21% | 8000 | 上涨 ×1 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $226346 | 0.21% | 2062 | 上涨 ×1 | |||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $224660 | 0.20% | 2227 | 上涨 ×1 | |||
| USA Liberty All-Star Equity Fund Common Stock | $224092 | 0.20% | 38570 | $158102 | 上涨 ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $223089 | 0.20% | 5269 | $-43624 | 下跌 ×2 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| DKNG | $1626997 | 64410 | 1.48% |
| STX | $410125 | 425 | 0.37% |
| AMAT | $379575 | 525 | 0.35% |
| RKLB | $267340 | 2630 | 0.24% |
| BHK | $262042 | 28576 | 0.24% |
| HACK | $251832 | 2400 | 0.23% |
| TSM | $251202 | 526 | 0.23% |
| ORCL | $248695 | 1697 | 0.23% |
| CELH | $234240 | 8000 | 0.21% |
| KMB | $226346 | 2062 | 0.21% |
| PNFP | $224660 | 2227 | 0.20% |
| 未知发行人 (CUSIP: 84615Q103) | $222801 | 1304 | 0.20% |
| V | $213402 | 622 | 0.19% |
| ANET | $210651 | 1240 | 0.19% |
| VHT | $203327 | 680 | 0.19% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| NFLX | 2026年3月31日 | 15420 | $1445779 | -17.2% |
| BHK | 2026年3月31日 | 27676 | $265413 | -2.0% |
| BXMX | 2026年3月31日 | 16936 | $248959 | 不再跟踪 |
| MCR | 2026年6月30日 | 36853 | $223329 | 不再跟踪 |
| V | 2026年3月31日 | 622 | $218142 | 21.7% |
| SNV | 2026年3月31日 | 4270 | $213714 | 不再跟踪 |
| CALM | 2026年3月31日 | 2660 | $211656 | 4.9% |
| IXC | 2026年6月30日 | 3644 | $209931 | 不再跟踪 |
| HQH | 2026年6月30日 | 10861 | $193217 | 9.9% |
| DSL | 2026年6月30日 | 11620 | $125845 | -4.3% |
| ACIC | 2026年6月30日 | 11050 | $124313 | -17.5% |
| ACHR | 2026年6月30日 | 21185 | $109526 | 30.3% |
| AFCG | 2026年6月30日 | 24236 | $68346 | 7.1% |