DecisionMap Wealth Management, LLC
- SEC CIK
- 0002001526
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/21。SEC
- 持股檔數
- 145
- 較 2026 年第 1 季 +16
- 總值
- $1.79 億
- 較 2026 年第 1 季 +$2,413.92 萬 (+15.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF464287200 | ETF | 21,569 | $1,615.25 萬 | 9.04% | +625+3.0% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409 | ETF | 92,024 | $1,094.99 萬 | 6.13% | +2,534+2.8% | 加碼 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 76,882 | $742.53 萬 | 4.16% | +3,373+4.6% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 27,759 | $555.42 萬 | 3.11% | +2,006+7.8% | 加碼 | 查看 |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 65,957 | $546.39 萬 | 3.06% | +1,587+2.5% | 加碼 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508 | ETF | 88,440 | $537.63 萬 | 3.01% | +4,060+4.8% | 加碼 | – |
| ISHARES TR46434V803 | HDG MSCI EAFE | 114,012 | $535 萬 | 2.99% | +4,117+3.7% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 119,240 | $503.31 萬 | 2.82% | +23,314+24.3% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 16,287 | $471.28 萬 | 2.64% | +220+1.4% | 加碼 | 查看 |
| FIDELITY MERRIMACK STR TR316188309 | TOTAL BD ETF | 93,406 | $424.9 萬 | 2.38% | +9,542+11.4% | 加碼 | – |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 79,589 | $416.57 萬 | 2.33% | +7,354+10.2% | 加碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 5,850 | $401.82 萬 | 2.25% | −150−2.5% | 減碼 | – |
| FBTCFIDELITY WISE ORIGIN BITCOIN | SHS | 65,390 | $333.82 萬 | 1.87% | +4,481+7.4% | 加碼 | 查看 |
| MSFTMICROSOFT CORP COM | Stock | 8,105 | $302.31 萬 | 1.69% | +490+6.4% | 加碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 35,343 | $287.23 萬 | 1.61% | +161+0.5% | 加碼 | 查看 |
| ISHARES CORE U.S. AGGREGATE BOND ETF464287226 | ETF | 27,485 | $272.05 萬 | 1.52% | +1,277+4.9% | 加碼 | – |
| ISHARES TR464288588 | MBS ETF | 26,011 | $245.85 萬 | 1.38% | +1,378+5.6% | 加碼 | – |
| TCW ETF TRUST29287L205 | TRANS SYSTE ETF | 19,584 | $240.8 萬 | 1.35% | +1,276+7.0% | 加碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 6,510 | $232.63 萬 | 1.30% | −237−3.5% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 5,980 | $221.29 萬 | 1.24% | +8+0.1% | 加碼 | – |
| FIDELITY COVINGTON TRUST31609A206 | ENHANCED SML CAP | 39,016 | $188.41 萬 | 1.05% | +1,697+4.5% | 加碼 | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 3,754 | $187.82 萬 | 1.05% | −46−1.2% | 減碼 | 查看 |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 24,390 | $184.85 萬 | 1.03% | +2,184+9.8% | 加碼 | – |
| AMZNAMAZON COM INC COM | Stock | 7,620 | $181.62 萬 | 1.02% | +346+4.8% | 加碼 | 查看 |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 22,058 | $170.09 萬 | 0.95% | +1,501+7.3% | 加碼 | – |
| AVGOBROADCOM INC COM | Stock | 4,463 | $168.58 萬 | 0.94% | +843+23.3% | 加碼 | 查看 |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 11,274 | $167.21 萬 | 0.94% | −154−1.3% | 減碼 | – |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605 | ETF | 30,343 | $162.67 萬 | 0.91% | +1,574+5.5% | 加碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 4,425 | $156.35 萬 | 0.88% | +474+12.0% | 加碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V864 | SHOR DUR FIX ETF | 30,866 | $147.39 萬 | 0.82% | +1,651+5.7% | 加碼 | – |
| BLACKROCK ETF TRUST09290C780 | ISHA I IN TE ETF | 23,811 | $125.53 萬 | 0.70% | +520+2.2% | 加碼 | – |
| METAMETA PLATFORMS INC CL A | Stock | 2,195 | $123.64 萬 | 0.69% | +60+2.8% | 加碼 | 查看 |
| PCARPACCAR INC | COM | 10,037 | $120.56 萬 | 0.67% | −7−0.1% | 減碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,665 | $119.97 萬 | 0.67% | +386+11.8% | 加碼 | 查看 |
| PGPROCTER & GAMBLE CO COM | Stock | 8,142 | $119.39 萬 | 0.67% | −221−2.6% | 減碼 | 查看 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 34,326 | $116.16 萬 | 0.65% | −579−1.7% | 減碼 | – |
| LLYELI LILLY & CO COM | Stock | 942 | $113.01 萬 | 0.63% | −118−11.1% | 減碼 | 查看 |
| ISHARES TR464288653 | 10-20 YR TRS ETF | 11,171 | $112.1 萬 | 0.63% | +1,411+14.5% | 加碼 | – |
| VANGUARD TOTAL BOND MARKET ETF921937835 | ETF | 15,211 | $111.66 萬 | 0.62% | +1,844+13.8% | 加碼 | – |
| VVISA INC COM CL A | Stock | 3,248 | $111.43 萬 | 0.62% | −125−3.7% | 減碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 4,364 | $110.84 萬 | 0.62% | −456−9.5% | 減碼 | 查看 |
| TSLATESLA INC COM | Stock | 2,622 | $110.28 萬 | 0.62% | +58+2.3% | 加碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 1,372 | $102.43 萬 | 0.57% | +1+0.1% | 加碼 | 查看 |
| SCHWAB U.S. BROAD MARKET ETF808524102 | ETF | 34,060 | $98.64 萬 | 0.55% | −354−1.0% | 減碼 | – |
| ISHARES TR46429B747 | 0-5 YR TIPS ETF | 9,518 | $97.24 萬 | 0.54% | +309+3.4% | 加碼 | – |
| ISHARES TR464288414 | NATIONAL MUN ETF | 8,857 | $95.32 萬 | 0.53% | +339+4.0% | 加碼 | – |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 9,809 | $93.62 萬 | 0.52% | −978−9.1% | 減碼 | – |
| ABACUS FCF ETF TR89628W302 | LEADERS ETF | 10,341 | $88.79 萬 | 0.50% | −1,145−10.0% | 減碼 | – |
| BNLBROADSTONE NET LEASE INC | COM | 41,074 | $84.9 萬 | 0.48% | 00.0% | 不變 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 732 | $84.49 萬 | 0.47% | +86+13.3% | 加碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 785 | $83.55 萬 | 0.47% | −11−1.4% | 減碼 | 查看 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515 | ETF | 33,044 | $83.44 萬 | 0.47% | +4,566+16.0% | 加碼 | – |
| HDHOME DEPOT INC COM | Stock | 2,289 | $80.72 萬 | 0.45% | −113−4.7% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 3,701 | $80.66 萬 | 0.45% | −14−0.4% | 減碼 | – |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9 | ETF | 32,496 | $78.71 萬 | 0.44% | +2,688+9.0% | 加碼 | – |
| ROLROLLINS INC | COM | 18,805 | $78.49 萬 | 0.44% | −84−0.4% | 減碼 | 查看 |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0 | ETF | 32,183 | $77.98 萬 | 0.44% | +4,538+16.4% | 加碼 | – |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 26,870 | $74.43 萬 | 0.42% | +262+1.0% | 加碼 | – |
| ISHARES TIPS BOND ETF464287176 | ETF | 6,747 | $73.84 萬 | 0.41% | +689+11.4% | 加碼 | – |
| SPDR SERIES TRUST78464A284 | ST NUVE HIGH ETF | 28,448 | $72.37 萬 | 0.41% | 00.0% | 不變 | – |
| RTXRTX CORPORATION COM | Stock | 3,745 | $71.06 萬 | 0.40% | +45+1.2% | 加碼 | 查看 |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205 | ETF | 30,253 | $70.07 萬 | 0.39% | −290−0.9% | 減碼 | – |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726 | ETF | 32,138 | $70.06 萬 | 0.39% | −309−1.0% | 減碼 | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 8,592 | $69.23 萬 | 0.39% | +6,425+296.5% | 加碼 | – |
| IBITISHARES BITCOIN TRUST ETF | ETF | 19,915 | $66.3 萬 | 0.37% | +363+1.9% | 加碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 317 | $63.03 萬 | 0.35% | −136−30.0% | 減碼 | 查看 |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E312 | ETF | 24,903 | $62.73 萬 | 0.35% | −268−1.1% | 減碼 | – |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486 | ETF | 30,078 | $62.68 萬 | 0.35% | −323−1.1% | 減碼 | – |
| DISDISNEY WALT CO COM | Stock | 6,199 | $59.66 萬 | 0.33% | +384+6.6% | 加碼 | 查看 |
| GDGENERAL DYNAMICS CORP COM | Stock | 1,677 | $59.39 萬 | 0.33% | −65−3.7% | 減碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 1,005 | $58.38 萬 | 0.33% | +1,005 | 新進 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 5,633 | $57.57 萬 | 0.32% | −1,018−15.3% | 減碼 | 查看 |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 1,431 | $56.91 萬 | 0.32% | +1,431 | 新進 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 11,151 | $53.46 萬 | 0.30% | +1,330+13.5% | 加碼 | 查看 |
| SPDR SERIES TRUST78468R622 | ST BLOO HIGH ETF | 5,501 | $53.01 萬 | 0.30% | −5,887−51.7% | 減碼 | – |
| HONHONEYWELL INTL INC COM | Stock | 2,364 | $52.93 萬 | 0.30% | +2,364 | 新進 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 2,371 | $52.42 萬 | 0.29% | +2,371 | 新進 | 查看 |
| CLCOLGATE PALMOLIVE CO COM | Stock | 5,693 | $52.2 萬 | 0.29% | −907−13.7% | 減碼 | 查看 |
| ISHARES U.S. TREASURY BOND ETF46429B267 | ETF | 22,026 | $50.18 萬 | 0.28% | −2,583−10.5% | 減碼 | – |
| ULUNILEVER PLC | SPON ADR NEW | 8,273 | $49.74 萬 | 0.28% | +123+1.5% | 加碼 | 查看 |
| CHRWC H ROBINSON WORLDWIDE IN | COM NEW | 2,628 | $49.49 萬 | 0.28% | −501−16.0% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 3,985 | $45.13 萬 | 0.25% | −60−1.5% | 減碼 | 查看 |
| ISHARES TR464287150 | CORE S&P TTL STK | 2,738 | $44.97 萬 | 0.25% | +2+0.1% | 加碼 | – |
| MDTMEDTRONIC PLC SHS | Stock | 5,676 | $44.4 萬 | 0.25% | +267+4.9% | 加碼 | 查看 |
| DEODIAGEO PLC | SPON ADR NEW | 5,514 | $44.32 萬 | 0.25% | +7+0.1% | 加碼 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 866 | $44.12 萬 | 0.25% | −6−0.7% | 減碼 | 查看 |
| ISHARES TR46436E825 | IBONDS 29 TRM TS | 20,302 | $43.95 萬 | 0.25% | +4,475+28.3% | 加碼 | – |
| ISHARES TR46436E593 | IBOND DEC 2030 | 22,488 | $43.94 萬 | 0.25% | +4,986+28.5% | 加碼 | – |
| ISHARES TR46436E460 | IBONDS DEC 2031 | 21,577 | $43.56 萬 | 0.24% | +4,856+29.0% | 加碼 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 452 | $42.28 萬 | 0.24% | +28+6.6% | 加碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 566 | $41.7 萬 | 0.23% | +76+15.5% | 加碼 | – |
| ISHARES MSCI USA MIN VOL FACTOR ETF46429B697 | ETF | 4,269 | $41.18 萬 | 0.23% | −609−12.5% | 減碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 1,324 | $40.14 萬 | 0.22% | +9+0.7% | 加碼 | – |
| UNPUNION PAC CORP COM | Stock | 1,449 | $39.41 萬 | 0.22% | +204+16.4% | 加碼 | 查看 |
| XOMEXXONMOBIL HOLDINGS CORP COM SHS | Stock | 2,853 | $39.01 萬 | 0.22% | +2,853 | 新進 | 查看 |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 893 | $38.7 萬 | 0.22% | +893 | 新進 | 查看 |
| SCHWAB U.S. LARGE-CAP VALUE ETF808524409 | ETF | 10,732 | $37.36 萬 | 0.21% | −141−1.3% | 減碼 | – |
| MAMASTERCARD INCORPORATED CL A | Stock | 719 | $36.93 萬 | 0.21% | −68−8.6% | 減碼 | 查看 |
| ISHARES TR464287721 | U.S. TECH ETF | 1,452 | $36.62 萬 | 0.20% | −3−0.2% | 減碼 | – |
| WFCWELLS FARGO & CO COM | Stock | 4,411 | $36.45 萬 | 0.20% | +558+14.5% | 加碼 | 查看 |
2026 年第 1 季 之後清倉（7 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 2,788 | $63.03 萬 | 0.41% |
| PEPPEPSICO INC COM | Stock | 3,893 | $60.46 萬 | 0.39% |
| XOMEXXON MOBIL CORP | COM | 2,881 | $48.88 萬 | 0.32% |
| MCDMCDONALDS CORP COM | Stock | 725 | $22.53 萬 | 0.15% |
| ISHARES TR464287432 | 20 YR TR BD ETF | 2,456 | $21.29 萬 | 0.14% |
| ISHARES TR46434V613 | CORE UNIVRSL USD | 4,516 | $20.86 萬 | 0.13% |
| ISHARES TR464287689 | RUSSELL 3000 ETF | 558 | $20.69 萬 | 0.13% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/21 | 145 | $1.79 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/15 | 129 | $1.55 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/1/7 | 134 | $1.62 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/16 | 129 | $1.56 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/30 | 123 | $1.46 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/21 | 118 | $1.31 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/2/10 | 111 | $1.26 億 | – | SEC |