XY Planning Network, Inc.
BOZEMAN MT · SEC CIK 0001873438
$7.97亿2026Q2 申报市值
340持仓数
30.1%前十大占比 · 第一大 5.4%
83 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTV 加仓+$776.83万
VCRB 新建仓+$729.54万
VUG 加仓+$649.73万
VEA 加仓+$622.35万
SPYM 加仓+$541.37万
2026Q2 卖出最多 按季末市值估算
TPIF 清仓-$429.65万
TWO RDS SHARED T 清仓-$398.02万
PTL 清仓-$318.45万
EFV 减仓-$238.09万
NUSC 清仓-$229.71万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TPIF | TIMOTHY PLAN | $0 | 0.00% | 0 | -117,713 | -100.0% | -$429.65万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -233,715 | -100.0% | -$398.02万 | 清仓 |
| PTL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -12,652 | -100.0% | -$318.45万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -50,553 | -100.0% | -$229.71万 | 清仓 |
| TPSC | TIMOTHY PLAN | $0 | 0.00% | 0 | -53,729 | -100.0% | -$229.64万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -213,770 | -100.0% | -$199.88万 | 清仓 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | -24,815 | -100.0% | -$190.16万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | -18,684 | -100.0% | -$171.73万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -12,260 | -100.0% | -$126.43万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -18,119 | -100.0% | -$94.96万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -14,768 | -100.0% | -$70.42万 | 清仓 |
| VCEB | VANGUARD WORLD FD | $0 | 0.00% | 0 | -7,944 | -100.0% | -$49.80万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,942 | -100.0% | -$44.86万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,920 | -100.0% | -$33.24万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,204 | -100.0% | -$30.34万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -389 | -100.0% | -$21.79万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,620 | -100.0% | -$21.33万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,100 | -100.0% | -$20.07万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $20.40万 | 0.03% | 576 | 576 | — | $20.40万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $20.62万 | 0.03% | 1,212 | 1,212 | — | $20.62万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.68万 | 0.03% | 205 | 205 | — | $20.68万 | 新建仓 |
| IAGG | ISHARES TR | $20.75万 | 0.03% | 4,100 | -14,281 | -77.7% | -$72.26万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $20.86万 | 0.03% | 8,042 | 8,042 | — | $20.86万 | 新建仓 |
| RTX | RTX CORPORATION | $20.87万 | 0.03% | 1,100 | 1,100 | — | $20.87万 | 新建仓 |
| INFL | LISTED FDS TR | $20.90万 | 0.03% | 4,190 | 4,190 | — | $20.90万 | 新建仓 |
| OSCV | ETF SER SOLUTIONS | $21.05万 | 0.03% | 4,990 | 4,990 | — | $21.05万 | 新建仓 |
| KLAC | KLA CORP | $21.06万 | 0.03% | 698 | 698 | — | $21.06万 | 新建仓 |
| NOW | SERVICENOW INC | $21.44万 | 0.03% | 2,160 | 2,160 | — | $21.44万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.46万 | 0.03% | 5,918 | 5,918 | — | $21.46万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.75万 | 0.03% | 1,155 | 1,155 | — | $21.75万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.03% | 2,049 | 2,049 | — | $21.78万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.86万 | 0.03% | 193 | 193 | — | $21.86万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $22.10万 | 0.03% | 3,206 | -119 | -3.6% | -$8,203 | 减仓 |
| VOT | VANGUARD INDEX FDS | $22.12万 | 0.03% | 722 | 722 | — | $22.12万 | 新建仓 |
| LDUR | PIMCO ETF TR | $22.23万 | 0.03% | 2,325 | 112 | 5.1% | $1.07万 | 加仓 |
| MINT | PIMCO ETF TR | $22.29万 | 0.03% | 2,211 | 204 | 10.2% | $2.06万 | 加仓 |
| XEL | XCEL ENERGY INC | $22.57万 | 0.03% | 2,811 | 126 | 4.7% | $1.01万 | 加仓 |
| BAC | BANK OF AMER CORP | $22.66万 | 0.03% | 3,978 | 3,978 | — | $22.66万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $22.70万 | 0.03% | 2,291 | 2,291 | — | $22.70万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.84万 | 0.03% | 5,394 | 624 | 13.1% | $2.64万 | 加仓 |
| QCOM | QUALCOMM INC | $23.16万 | 0.03% | 1,254 | 1,254 | — | $23.16万 | 新建仓 |
| ESML | ISHARES TR | $23.39万 | 0.03% | 4,182 | 4,182 | — | $23.39万 | 新建仓 |
| IBTI | ISHARES TR | $23.53万 | 0.03% | 10,628 | 10,628 | — | $23.53万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.67万 | 0.03% | 327 | 327 | — | $23.67万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.84万 | 0.03% | 4,837 | 4,837 | — | $23.84万 | 新建仓 |
| TLH | ISHARES TR | $23.94万 | 0.03% | 2,386 | -190 | -7.4% | -$1.91万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $24.49万 | 0.03% | 2,969 | 2,969 | — | $24.49万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $24.57万 | 0.03% | 6,276 | 6,276 | — | $24.57万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $24.94万 | 0.03% | 3,709 | -193 | -4.9% | -$1.30万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $24.96万 | 0.03% | 5,288 | 5,288 | — | $24.96万 | 新建仓 |
| NYF | ISHARES TR | $25.07万 | 0.03% | 4,650 | 4,650 | — | $25.07万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $25.12万 | 0.03% | 489 | 489 | — | $25.12万 | 新建仓 |
| NANR | SPDR INDEX SHS FDS | $25.15万 | 0.03% | 3,331 | 53 | 1.6% | $4,002 | 加仓 |
| MCK | MCKESSON CORP | $25.26万 | 0.03% | 334 | 44 | 15.2% | $3.33万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $25.74万 | 0.03% | 1,668 | 1,668 | — | $25.74万 | 新建仓 |
| ASML | ASML HLDG NV | $26.26万 | 0.03% | 132 | 132 | — | $26.26万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $26.36万 | 0.03% | 11,245 | 11,245 | — | $26.36万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $26.39万 | 0.03% | 1,072 | 1,072 | — | $26.39万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $26.41万 | 0.03% | 3,490 | 3,490 | — | $26.41万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $26.70万 | 0.03% | 4,736 | 111 | 2.4% | $6,257 | 加仓 |
| IDUB | ETF SER SOLUTIONS | $27.07万 | 0.03% | 9,849 | 122 | 1.3% | $3,353 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $27.21万 | 0.03% | 6,257 | -2,139 | -25.5% | -$9.30万 | 减仓 |
| IBTH | ISHARES TR | $27.43万 | 0.03% | 12,260 | 12,260 | — | $27.43万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $27.51万 | 0.03% | 12,331 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $28.10万 | 0.04% | 3,831 | 3,831 | — | $28.10万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.21万 | 0.04% | 8,473 | 1,719 | 25.5% | $5.72万 | 加仓 |
| IAU | ISHARES GOLD TR | $28.24万 | 0.04% | 3,740 | 474 | 14.5% | $3.58万 | 加仓 |
| TFC | TRUIST FINL CORP | $28.53万 | 0.04% | 5,726 | 5,726 | — | $28.53万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.94万 | 0.04% | 606 | 606 | — | $28.94万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $29.05万 | 0.04% | 7,347 | 7,347 | — | $29.05万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $29.41万 | 0.04% | 2,923 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $30.19万 | 0.04% | 4,931 | -28,332 | -85.2% | -$173.48万 | 重新持有 |
| INTC | INTEL CORP | $30.37万 | 0.04% | 2,175 | 2,175 | — | $30.37万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.84万 | 0.04% | 5,845 | 5,845 | — | $30.84万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $31.86万 | 0.04% | 6,300 | -17,509 | -73.5% | -$88.55万 | 减仓 |
| TXUE | THORNBURG ETF TR | $32.17万 | 0.04% | 9,318 | 9,318 | — | $32.17万 | 新建仓 |
| AVNM | AMERICAN CENTY ETF TR | $32.36万 | 0.04% | 3,928 | 143 | 3.8% | $1.18万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $32.39万 | 0.04% | 19,767 | 231 | 1.2% | $3,785 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $32.44万 | 0.04% | 19,487 | 222 | 1.2% | $3,695 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.47万 | 0.04% | 559 | 559 | — | $32.47万 | 新建仓 |
| STOT | SSGA ACTIVE TR | $33.38万 | 0.04% | 7,094 | 532 | 8.1% | $2.50万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $33.62万 | 0.04% | 6,273 | 251 | 4.2% | $1.35万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $33.81万 | 0.04% | 7,924 | 7,924 | — | $33.81万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $33.91万 | 0.04% | 3,801 | 3,801 | — | $33.91万 | 新建仓 |
| CSCO | CISCO SYS INC | $34.03万 | 0.04% | 2,897 | 2,897 | — | $34.03万 | 新建仓 |
| IWY | ISHARES TR | $34.15万 | 0.04% | 1,175 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $34.26万 | 0.04% | 7,425 | 257 | 3.6% | $1.19万 | 加仓 |
| IMCG | ISHARES TR | $34.43万 | 0.04% | 3,503 | 3,503 | — | $34.43万 | 新建仓 |
| ABBV | ABBVIE INC | $34.82万 | 0.04% | 1,384 | 55 | 4.1% | $1.38万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $34.94万 | 0.04% | 8,438 | 8,438 | — | $34.94万 | 新建仓 |
| AAEQ | EA SERIES TRUST | $35.13万 | 0.04% | 6,605 | -1,896 | -22.3% | -$10.08万 | 减仓 |
| MRK | MERCK & CO INC | $35.44万 | 0.04% | 2,758 | 524 | 23.5% | $6.73万 | 加仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $35.45万 | 0.04% | 7,428 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $35.53万 | 0.04% | 7,732 | 7,732 | — | $35.53万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $35.56万 | 0.04% | 7,042 | -1,329 | -15.9% | -$6.71万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.57万 | 0.04% | 4,282 | 1,517 | 54.9% | $12.60万 | 加仓 |
| IBDV | ISHARES TR | $35.66万 | 0.04% | 16,357 | 16,357 | — | $35.66万 | 新建仓 |
| DGRW | WISDOMTREE TR | $35.67万 | 0.04% | 3,730 | 3,730 | — | $35.67万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $35.87万 | 0.04% | 7,911 | 339 | 4.5% | $1.54万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $35.98万 | 0.05% | 3,963 | 203 | 5.4% | $1.84万 | 加仓 |