DecisionMap Wealth Management, LLC
CIK 2001526 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $178.7M
- 持仓
- 145
- 截至
- 2026年6月30日
按 13F 价值排名第 6838（共 9443） · 前 72.4%
投资组合价值同比（季度）：+15.6% 13F不披露现金
- 前十大持仓权重
- 39.33%
- 前二十五大持仓权重
- 60.97%
- 持仓高于 1%
- 24
- 有效持仓数量
- 40.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.16% 估计买入 $15720750 · 卖出 $5256613
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.3% 仍持有
- 新仓位
- 23
- 增加
- 72
- 减少
- 47
- 已结清
- 7
本页内容
行业细分
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%
其他/未映射
69.8%
完整投资组合 145 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $16152456 | 9.04% | 21569 | $2471304 | 上涨 ×6 | ||
| SPYG | $10949891 | 6.13% | 92024 | $2187888 | 上涨 ×3 | ||
| IEFA | $7425290 | 4.16% | 76882 | $770493 | 上涨 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5554219 | 3.11% | 27759 | $1062822 | 上涨 ×5 | ||
| IEMG | $5463875 | 3.06% | 65957 | $974041 | 上涨 ×1 | ||
| SPYV | $5376287 | 3.01% | 88440 | $602081 | 上涨 ×1 | ||
| HEFA | $5350014 | 2.99% | 114012 | $680025 | 上涨 ×1 | ||
| DFCF | $5033120 | 2.82% | 119240 | $983124 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $4712797 | 2.64% | 16287 | $635184 | 上涨 ×4 | ||
| FBND | $4249039 | 2.38% | 93406 | $423179 | 上涨 ×4 | ||
| BINC | $4165699 | 2.33% | 79589 | $414555 | 上涨 ×5 | ||
| VOO | $4018150 | 2.25% | 5850 | $432579 | 下跌 ×2 | ||
| FBTC | $3338151 | 1.87% | 65390 | $-257283 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $3023146 | 1.69% | 8105 | $204163 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $2872326 | 1.61% | 35343 | $196735 | 上涨 ×1 | ||
| AGG | $2720499 | 1.52% | 27485 | $118877 | 上涨 ×1 | ||
| MBB iShares MBS ETF | $2458538 | 1.38% | 26011 | $119618 | 上涨 ×2 | ||
| PWRD TCW Transform Systems ETF | $2408049 | 1.35% | 19584 | $618149 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2326334 | 1.30% | 6510 | $386296 | 下跌 ×4 | ||
| VTI | $2212850 | 1.24% | 5980 | $297068 | 上涨 ×1 | ||
| FESM | $1884083 | 1.05% | 39016 | $465961 | 上涨 ×2 | ||
| BRKB | $1878214 | 1.05% | 3754 | $57494 | 下跌 ×2 | ||
| DGRO | $1848518 | 1.03% | 24390 | $290101 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1816228 | 1.02% | 7620 | $301204 | 上涨 ×1 | ||
| IJH | $1700892 | 0.95% | 22058 | $312678 | 上涨 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1685791 | 0.94% | 4463 | $565453 | 上涨 ×1 | ||
| IJR | $1672069 | 0.94% | 11274 | $251453 | 下跌 ×3 | ||
| XLF XLF | $1626715 | 0.91% | 30343 | $206371 | 上涨 ×5 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1563485 | 0.88% | 4425 | $430101 | 上涨 ×2 | ||
| DFSD | $1473852 | 0.82% | 30866 | $75038 | 上涨 ×2 | ||
| BAI | $1255316 | 0.70% | 23811 | $487878 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1236422 | 0.69% | 2195 | $14924 | 上涨 ×4 | ||
| PCAR PACCAR Inc. - Common Stock | $1205644 | 0.67% | 10037 | $45562 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1199664 | 0.67% | 3665 | $235113 | 上涨 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $1193885 | 0.67% | 8142 | $-14101 | 下跌 ×4 | ||
| SCHG | $1161592 | 0.65% | 34326 | $144809 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1130099 | 0.63% | 942 | $155002 | 下跌 ×3 | ||
| TLH | $1121010 | 0.63% | 11171 | $137983 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $1116640 | 0.62% | 15211 | $132294 | 上涨 ×1 | ||
| V Visa Inc. | $1114268 | 0.62% | 3248 | $94942 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1108374 | 0.62% | 4364 | $-69715 | 下跌 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1102813 | 0.62% | 2622 | $149646 | 上涨 ×1 | ||
| SPY SPY | $1024297 | 0.57% | 1372 | $132432 | 上涨 ×1 | ||
| SCHB | $986378 | 0.55% | 34060 | $122587 | 下跌 ×2 | ||
| STIP | $972368 | 0.54% | 9518 | $19835 | 上涨 ×1 | ||
| MUB | $953190 | 0.53% | 8857 | $49004 | 上涨 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $936210 | 0.52% | 9809 | $1594 | 下跌 ×1 | ||
| ABFL | $887912 | 0.50% | 10341 | $70784 | 下跌 ×3 | ||
| BNL Broadstone Net Lease, Inc. Common Stock | $849000 | 0.48% | 41074 | $98578 | |||
| MU Micron Technology, Inc. - Common Stock | $844940 | 0.47% | 732 | $626695 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $835535 | 0.47% | 785 | $271875 | 下跌 ×3 | ||
| IBDT | $834362 | 0.47% | 33044 | $113013 | 上涨 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $807179 | 0.45% | 2289 | $17128 | 下跌 ×2 | ||
| VTV | $806559 | 0.45% | 3701 | $77676 | 下跌 ×6 | ||
| IBDS | $787056 | 0.44% | 32496 | $64507 | 上涨 ×6 | ||
| ROL Rollins, Inc. Common Stock | $784921 | 0.44% | 18805 | $-223940 | 下跌 ×1 | ||
| IBDR | $779790 | 0.44% | 32183 | $109679 | 上涨 ×1 | ||
| SCHF | $744295 | 0.42% | 26870 | $85747 | 上涨 ×1 | ||
| TIP | $738373 | 0.41% | 6747 | $69792 | 上涨 ×1 | ||
| HYMB | $723717 | 0.41% | 28448 | $18207 | |||
| RTX RTX Corporation Common Stock | $710569 | 0.40% | 3745 | $-3084 | 上涨 ×1 | ||
| IBDU | $700659 | 0.39% | 30253 | $-9771 | 下跌 ×1 | ||
| IBDV | $700608 | 0.39% | 32138 | $-9657 | 下跌 ×1 | ||
| VO | $692285 | 0.39% | 8592 | $69868 | 上涨 ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $662981 | 0.37% | 19915 | $-88220 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $630259 | 0.35% | 317 | $32228 | 下跌 ×5 | ||
| IBDX | $627307 | 0.35% | 24903 | $-8764 | 下跌 ×1 | ||
| IBDW | $626826 | 0.35% | 30078 | $-9467 | 下跌 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $596620 | 0.33% | 6199 | $36204 | 上涨 ×1 | ||
| GD General Dynamics Corporation Common Stock | $593926 | 0.33% | 1677 | $-4059 | 下跌 ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $583815 | 0.33% | 1005 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $575671 | 0.32% | 5633 | $-20167 | 下跌 ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $569080 | 0.32% | 1431 | 上涨 ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $534595 | 0.30% | 11151 | $173656 | 上涨 ×1 | ||
| JNK | $530131 | 0.30% | 5501 | $-559928 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 438516205) | $529300 | 0.30% | 2364 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 43849R105) | $524181 | 0.29% | 2371 | 上涨 ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $521972 | 0.29% | 5693 | $-40509 | 下跌 ×1 | ||
| GOVT | $501752 | 0.28% | 22026 | $-62040 | 下跌 ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $497365 | 0.28% | 8273 | $33059 | 上涨 ×1 | ||
| CHRW C.H. Robinson Worldwide, Inc. - Common Stock | $494895 | 0.28% | 2628 | $-24747 | 下跌 ×4 | ||
| WMT Walmart Inc. - Common Stock | $451304 | 0.25% | 3985 | $-51367 | 下跌 ×2 | ||
| ITOT | $449697 | 0.25% | 2738 | $59945 | 上涨 ×2 | ||
| MDT Medtronic plc. Ordinary Shares | $444001 | 0.25% | 5676 | $-24719 | 上涨 ×1 | ||
| DEO Diageo plc Common Stock | $443230 | 0.25% | 5514 | $33207 | 上涨 ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $441192 | 0.25% | 866 | $-85836 | 下跌 ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $439538 | 0.25% | 20302 | $93829 | 上涨 ×1 | ||
| IBTK iShares iBonds Dec 2030 Term Treasury ETF | $439416 | 0.25% | 22488 | $94277 | 上涨 ×1 | ||
| IBTL iShares iBonds Dec 2031 Term Treasury ETF | $435640 | 0.24% | 21577 | $94550 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $422832 | 0.24% | 452 | $346 | 上涨 ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $417044 | 0.23% | 566 | $134226 | 上涨 ×2 | ||
| USMV | $411819 | 0.23% | 4269 | $-40588 | 下跌 ×3 | ||
| VB | $401399 | 0.22% | 1324 | $56915 | 上涨 ×2 | ||
| UNP Union Pacific Corporation Common Stock | $394128 | 0.22% | 1449 | $92066 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 30233Q108) | $390062 | 0.22% | 2853 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $386964 | 0.22% | 893 | 上涨 ×1 | |||
| SCHV | $373581 | 0.21% | 10732 | $41954 | 下跌 ×2 | ||
| MA Mastercard Incorporated Common Stock | $369278 | 0.21% | 719 | $-23954 | 下跌 ×1 | ||
| IYW | $366240 | 0.20% | 1452 | $102273 | 下跌 ×3 | ||
| WFC Wells Fargo & Company Common Stock | $364521 | 0.20% | 4411 | $57788 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $16152456 | 9.04% | 上涨 ×6 |
| SPYG | $10949891 | 6.13% | 上涨 ×3 |
| IEFA | $7425290 | 4.16% | 上涨 ×3 |
| NVDA | $5554219 | 3.11% | 上涨 ×5 |
| DFCF | $5033120 | 2.82% | 上涨 ×3 |
| AAPL | $4712797 | 2.64% | 上涨 ×4 |
| FBND | $4249039 | 2.38% | 上涨 ×4 |
| BINC | $4165699 | 2.33% | 上涨 ×5 |
| FBTC | $3338151 | 1.87% | 上涨 ×6 |
| XLF | $1626715 | 0.91% | 上涨 ×5 |
| META | $1236422 | 0.69% | 上涨 ×4 |
| JPM | $1199664 | 0.67% | 上涨 ×5 |
| IBDT | $834362 | 0.47% | 上涨 ×6 |
| IBDS | $787056 | 0.44% | 上涨 ×6 |
| DEO | $443230 | 0.25% | 上涨 ×3 |
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 |
|---|---|---|---|
| AMD | $583815 | 1005 | 0.33% |
| ISRG | $569080 | 1431 | 0.32% |
| 未知发行人 (CUSIP: 438516205) | $529300 | 2364 | 0.30% |
| 未知发行人 (CUSIP: 43849R105) | $524181 | 2371 | 0.29% |
| 未知发行人 (CUSIP: 30233Q108) | $390062 | 2853 | 0.22% |
| LRCX | $386964 | 893 | 0.22% |
| INTC | $305703 | 2189 | 0.17% |
| CSCO | $300698 | 2560 | 0.17% |
| APH | $296041 | 1679 | 0.17% |
| IDGT | $291837 | 2437 | 0.16% |
| BAC | $283419 | 4974 | 0.16% |
| UNH | $273900 | 659 | 0.15% |
| TSM | $257410 | 539 | 0.14% |
| KLAC | $254945 | 845 | 0.14% |
| GE | $253015 | 677 | 0.14% |
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 |
|---|---|---|---|---|
| XLE | 2025年3月31日 | 12109 | $1037257 | 不再跟踪 |
| IGSB | 2026年3月31日 | 19251 | $1017980 | |
| ORCL | 2026年3月31日 | 3600 | $701667 | -3.1% |
| ADBE | 2025年9月30日 | 1812 | $700833 | -22.4% |
| HON | 2026年6月30日 | 2788 | $630265 | -1.2% |
| PEP | 2026年6月30日 | 3893 | $604551 | 5.0% |
| ZTS | 2025年12月31日 | 4047 | $592151 | -39.8% |
| PEP | 2025年6月30日 | 3681 | $551956 | 7.7% |
| ULXXXX | 2025年12月31日 | 8989 | $532891 | 不再跟踪 |
| CL | 2025年12月31日 | 6657 | $532139 | 15.2% |
| XOM | 2026年6月30日 | 2881 | $488790 | 22.5% |
| IBDQ | 2025年12月31日 | 19124 | $481746 | 不再跟踪 |
| NKE | 2025年6月30日 | 7480 | $474858 | -42.9% |
| UNH | 2025年6月30日 | 766 | $401193 | 25.8% |
| MUNI | 2025年3月31日 | 7697 | $398166 | 不再跟踪 |
| IGEB | 2026年3月31日 | 6283 | $286882 | 不再跟踪 |
| BSV | 2026年3月31日 | 3311 | $260940 | 不再跟踪 |
| VUG | 2026年3月31日 | 533 | $260029 | 不再跟踪 |
| UNH | 2026年3月31日 | 719 | $237349 | 45.0% |
| VNQ | 2025年6月30日 | 2611 | $236360 | 不再跟踪 |
| EFG | 2026年3月31日 | 2056 | $234220 | 不再跟踪 |
| INTU | 2026年3月31日 | 353 | $233834 | -16.3% |
| GE | 2026年3月31日 | 744 | $229174 | 24.4% |
| MCD | 2026年6月30日 | 725 | $225323 | 0.2% |
| FQAL | 2026年3月31日 | 2962 | $223898 | 不再跟踪 |
| BAC | 2026年3月31日 | 4061 | $223355 | 29.0% |
| MEAR | 2026年3月31日 | 4343 | $218540 | 不再跟踪 |
| ADP | 2025年9月30日 | 707 | $218039 | -4.8% |
| TLT | 2026年6月30日 | 2456 | $212949 | |
| AXP | 2025年3月31日 | 715 | $212205 | 24.3% |
| SHM | 2025年6月30日 | 4437 | $211201 | 不再跟踪 |
| INTU | 2025年3月31日 | 335 | $210548 | -41.0% |
| IUSB | 2026年6月30日 | 4516 | $208594 | |
| IWV | 2026年6月30日 | 558 | $206885 | 不再跟踪 |
| IWV | 2025年6月30日 | 651 | $206822 | 不再跟踪 |
| ITW | 2025年12月31日 | 791 | $206261 | 15.2% |
| JMST | 2026年3月31日 | 4033 | $205441 | 不再跟踪 |
| ABT | 2025年12月31日 | 1526 | $204325 | -8.3% |
| NOW | 2025年9月30日 | 199 | $204074 | -29.6% |
| BBAI | 2025年6月30日 | 18000 | $51480 | -54.2% |