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 |
|---|---|---|---|---|---|---|---|---|
| SFLR | INNOVATOR ETFS TRUST | $36.05万 | 0.05% | 9,343 | 9,343 | — | $36.05万 | 新建仓 |
| SUSC | ISHARES TR | $36.11万 | 0.05% | 15,596 | 1,218 | 8.5% | $2.82万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $36.40万 | 0.05% | 11,890 | 1,057 | 9.8% | $3.24万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $36.66万 | 0.05% | 7,962 | 2,439 | 44.2% | $11.23万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $36.75万 | 0.05% | 7,053 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $36.98万 | 0.05% | 3,736 | -391 | -9.5% | -$3.87万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $37.17万 | 0.05% | 1,099 | 101 | 10.1% | $3.42万 | 加仓 |
| IBTJ | ISHARES TR | $37.29万 | 0.05% | 17,225 | 17,225 | — | $37.29万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $37.30万 | 0.05% | 6,823 | 12 | 0.2% | $656 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.30万 | 0.05% | 751 | 751 | — | $37.30万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $37.49万 | 0.05% | 533 | -1 | -0.2% | -$703 | 减仓 |
| GLD | SPDR GOLD TR | $37.91万 | 0.05% | 1,029 | -398 | -27.9% | -$14.66万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $37.91万 | 0.05% | 12,881 | 12,881 | — | $37.91万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $38.25万 | 0.05% | 1,339 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $38.29万 | 0.05% | 18,964 | 18,964 | — | $38.29万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.12万 | 0.05% | 7,722 | 7,722 | — | $39.12万 | 新建仓 |
| GCC | WISDOMTREE TR | $39.22万 | 0.05% | 17,315 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $39.42万 | 0.05% | 4,850 | 1,718 | 54.9% | $13.96万 | 加仓 |
| EFV | ISHARES TR | $39.48万 | 0.05% | 5,157 | -31,102 | -85.8% | -$238.09万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $39.57万 | 0.05% | 10,734 | 849 | 8.6% | $3.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $39.59万 | 0.05% | 4,913 | 1,681 | 52.0% | $13.54万 | 加仓 |
| LQD | ISHARES TR | $39.82万 | 0.05% | 3,651 | -6 | -0.2% | -$654 | 减仓 |
| EFG | ISHARES TR | $40.11万 | 0.05% | 3,224 | 485 | 17.7% | $6.03万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $40.31万 | 0.05% | 7,999 | 7,999 | — | $40.31万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $40.40万 | 0.05% | 5,267 | 2,257 | 75.0% | $17.31万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $40.54万 | 0.05% | 7,578 | 7,578 | — | $40.54万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.07万 | 0.05% | 6,964 | 47 | 0.7% | $2,772 | 加仓 |
| MCD | MCDONALDS CORP | $41.25万 | 0.05% | 1,526 | 34 | 2.3% | $9,191 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.45万 | 0.05% | 443 | -222 | -33.4% | -$20.77万 | 减仓 |
| IBTK | ISHARES TR | $41.83万 | 0.05% | 21,407 | 21,407 | — | $41.83万 | 新建仓 |
| ORCL | ORACLE CORP | $42.03万 | 0.05% | 2,868 | 190 | 7.1% | $2.78万 | 加仓 |
| EFA | ISHARES TR | $42.33万 | 0.05% | 4,075 | 775 | 23.5% | $8.05万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $43.08万 | 0.05% | 16,933 | 8,361 | 97.5% | $21.27万 | 加仓 |
| IDV | ISHARES TR | $43.32万 | 0.05% | 10,456 | 709 | 7.3% | $2.94万 | 加仓 |
| IWS | ISHARES TR | $43.55万 | 0.05% | 2,646 | 44 | 1.7% | $7,242 | 加仓 |
| IWP | ISHARES TR | $43.73万 | 0.05% | 2,987 | -36 | -1.2% | -$5,271 | 减仓 |
| IWB | ISHARES TR | $43.99万 | 0.06% | 1,074 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $45.43万 | 0.06% | 19,186 | 939 | 5.1% | $2.22万 | 加仓 |
| DE | DEERE & CO | $47.46万 | 0.06% | 748 | 36 | 5.1% | $2.28万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $47.58万 | 0.06% | 4,730 | 4,730 | — | $47.58万 | 新建仓 |
| QUAL | ISHARES TR | $47.68万 | 0.06% | 2,173 | -9,527 | -81.4% | -$209.05万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $47.87万 | 0.06% | 10,227 | 5,098 | 99.4% | $23.86万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $48.09万 | 0.06% | 5,809 | 969 | 20.0% | $8.02万 | 加仓 |
| GDE | WISDOMTREE TR | $48.31万 | 0.06% | 7,908 | 68 | 0.9% | $4,154 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $48.62万 | 0.06% | 13,880 | 13,880 | — | $48.62万 | 新建仓 |
| MS | MORGAN STANLEY | $49.27万 | 0.06% | 2,357 | 297 | 14.4% | $6.21万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $49.33万 | 0.06% | 10,202 | 10,202 | — | $49.33万 | 新建仓 |
| WTV | WISDOMTREE TR | $50.47万 | 0.06% | 4,961 | 307 | 6.6% | $3.12万 | 加仓 |
| IBDU | ISHARES TR | $50.68万 | 0.06% | 21,882 | 21,882 | — | $50.68万 | 新建仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $50.71万 | 0.06% | 14,855 | 14,855 | — | $50.71万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.76万 | 0.06% | 2,145 | 394 | 22.5% | $9.32万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $51.07万 | 0.06% | 9,758 | -13,406 | -57.9% | -$70.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $51.11万 | 0.06% | 1,686 | 351 | 26.3% | $10.64万 | 加仓 |
| WFC | WELLS FARGO & CO | $51.66万 | 0.06% | 6,252 | 673 | 12.1% | $5.56万 | 加仓 |
| IEF | ISHARES TR | $52.60万 | 0.07% | 5,562 | -837 | -13.1% | -$7.92万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $52.83万 | 0.07% | 8,691 | 8,691 | — | $52.83万 | 新建仓 |
| XT | ISHARES TR | $54.02万 | 0.07% | 6,538 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $54.55万 | 0.07% | 10,768 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $54.58万 | 0.07% | 455 | 171 | 60.2% | $20.51万 | 加仓 |
| — | EA SERIES TRUST | $54.72万 | 0.07% | 16,060 | -2,109 | -11.6% | -$7.19万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $55.37万 | 0.07% | 6,724 | 6,724 | — | $55.37万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $55.59万 | 0.07% | 16,427 | 1,356 | 9.0% | $4.59万 | 重新持有 |
| BGRN | ISHARES TR | $56.20万 | 0.07% | 11,839 | -1,227 | -9.4% | -$5.82万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $56.68万 | 0.07% | 9,401 | 9,401 | — | $56.68万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $56.74万 | 0.07% | 5,884 | 1,566 | 36.3% | $15.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.95万 | 0.07% | 21,770 | 21,770 | — | $56.95万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $57.39万 | 0.07% | 30,896 | 203 | 0.7% | $3,771 | 加仓 |
| HD | HOME DEPOT INC | $58.04万 | 0.07% | 1,646 | 33 | 2.0% | $1.16万 | 加仓 |
| MTUM | ISHARES TR | $59.01万 | 0.07% | 1,721 | 431 | 33.4% | $14.78万 | 加仓 |
| — | EA SERIES TRUST | $59.02万 | 0.07% | 13,638 | -1,976 | -12.7% | -$8.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.95万 | 0.08% | 4,088 | 378 | 10.2% | $5.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.33万 | 0.08% | 3,640 | 770 | 26.8% | $12.76万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $60.74万 | 0.08% | 17,600 | -110 | -0.6% | -$3,796 | 减仓 |
| IYW | ISHARES TR | $61.70万 | 0.08% | 2,446 | 1,009 | 70.2% | $25.45万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $61.72万 | 0.08% | 1,424 | 376 | 35.9% | $16.30万 | 加仓 |
| BOND | PIMCO ETF TR | $63.52万 | 0.08% | 6,889 | 486 | 7.6% | $4.48万 | 加仓 |
| DGRO | ISHARES TR | $64.32万 | 0.08% | 8,487 | 8,487 | — | $64.32万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $65.71万 | 0.08% | 19,255 | 4,172 | 27.7% | $14.24万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $65.95万 | 0.08% | 12,931 | 12,931 | — | $65.95万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $66.17万 | 0.08% | 13,537 | 8,105 | 149.2% | $39.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $67.39万 | 0.08% | 8,046 | 8,046 | — | $67.39万 | 新建仓 |
| PTLC | PACER FDS TR | $67.43万 | 0.08% | 11,574 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.01万 | 0.09% | 5,321 | 5,321 | — | $68.01万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $68.33万 | 0.09% | 592 | 592 | — | $68.33万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $68.44万 | 0.09% | 10,433 | 4,246 | 68.6% | $27.85万 | 加仓 |
| FRDM | EA SERIES TRUST | $68.83万 | 0.09% | 9,441 | 168 | 1.8% | $1.22万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $69.28万 | 0.09% | 13,776 | 13,776 | — | $69.28万 | 新建仓 |
| TSLA | TESLA INC | $70.24万 | 0.09% | 1,670 | 761 | 83.7% | $32.01万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $71.55万 | 0.09% | 3,955 | 191 | 5.1% | $3.46万 | 加仓 |
| CAOS | EA SERIES TRUST | $72.69万 | 0.09% | 8,045 | 706 | 9.6% | $6.38万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $75.30万 | 0.09% | 2,195 | 9 | 0.4% | $3,088 | 加仓 |
| PYLD | PIMCO ETF TR | $76.91万 | 0.10% | 28,999 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $80.98万 | 0.10% | 9,862 | 0 | 0.0% | — | 不变 |
| QGRW | WISDOMTREE TR | $81.60万 | 0.10% | 12,358 | 883 | 7.7% | $5.83万 | 加仓 |
| META | META PLATFORMS INC | $82.03万 | 0.10% | 1,456 | 582 | 66.6% | $32.79万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $83.04万 | 0.10% | 16,471 | 16,471 | — | $83.04万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $83.24万 | 0.10% | 2,421 | 2 | 0.1% | $688 | 加仓 |
| MO | ALTRIA GROUP INC | $83.53万 | 0.10% | 11,610 | 747 | 6.9% | $5.37万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $83.79万 | 0.11% | 28,884 | 536 | 1.9% | $1.55万 | 加仓 |