XY Planning Network, Inc.
BOZEMAN MT · SEC CIK 0001873438
$6.26亿2026Q1 申报市值
273持仓数
31.8%前十大占比 · 第一大 5.9%
32 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$368.13万
BOXX 加仓+$201.42万
SGOV 加仓+$201.10万
CORO 新建仓+$191.04万
VCIT 加仓+$189.69万
2026Q1 卖出最多 按季末市值估算
DFSD 减仓-$333.84万
VTI 减仓-$294.89万
IEMG 减仓-$123.70万
PTLC 减仓-$101.76万
BSCT 减仓-$83.55万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DMXF | ISHARES TR | $190.16万 | 0.30% | 24,815 | 796 | 3.3% | $6.10万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $191.04万 | 0.31% | 58,421 | 58,421 | — | $191.04万 | 新建仓 |
| MUB | ISHARES TR | $193.98万 | 0.31% | 18,247 | 3,052 | 20.1% | $32.45万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $195.51万 | 0.31% | 47,203 | 319 | 0.7% | $1.32万 | 加仓 |
| — | TWO RDS SHARED TR | $199.88万 | 0.32% | 213,770 | -6,983 | -3.2% | -$6.53万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $200.15万 | 0.32% | 37,014 | 1,246 | 3.5% | $6.74万 | 加仓 |
| ESGE | ISHARES INC | $200.59万 | 0.32% | 43,796 | 444 | 1.0% | $2.03万 | 加仓 |
| EUSA | ISHARES INC | $203.18万 | 0.32% | 19,898 | 4,435 | 28.7% | $45.29万 | 加仓 |
| USMV | ISHARES TR | $203.93万 | 0.33% | 22,006 | -736 | -3.2% | -$6.82万 | 减仓 |
| MOAT | VANECK ETF TRUST | $204.73万 | 0.33% | 21,227 | -423 | -2.0% | -$4.08万 | 减仓 |
| ITOT | ISHARES TR | $212.95万 | 0.34% | 14,845 | -1,649 | -10.0% | -$23.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $216.69万 | 0.35% | 3,709 | 179 | 5.1% | $10.46万 | 加仓 |
| IUSB | ISHARES TR | $222.83万 | 0.36% | 48,347 | 6,529 | 15.6% | $30.09万 | 加仓 |
| IUSV | ISHARES TR | $225.14万 | 0.36% | 21,988 | 446 | 2.1% | $4.57万 | 加仓 |
| QUAL | ISHARES TR | $225.54万 | 0.36% | 11,700 | 904 | 8.4% | $17.43万 | 加仓 |
| TPSC | TIMOTHY PLAN | $229.64万 | 0.37% | 53,729 | 5,962 | 12.5% | $25.48万 | 加仓 |
| NUSC | NUSHARES ETF TR | $229.71万 | 0.37% | 50,553 | 1,282 | 2.6% | $5.83万 | 加仓 |
| BOXX | EA SERIES TRUST | $234.10万 | 0.37% | 20,145 | 17,332 | 616.1% | $201.42万 | 加仓 |
| EMXC | ISHARES INC | $246.54万 | 0.39% | 31,000 | -1,041 | -3.2% | -$8.28万 | 减仓 |
| FLOT | ISHARES TR | $248.43万 | 0.40% | 48,980 | 7,054 | 16.8% | $35.78万 | 加仓 |
| IWV | ISHARES TR | $250.32万 | 0.40% | 6,707 | -283 | -4.0% | -$10.56万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $253.65万 | 0.41% | 63,572 | 4,601 | 7.8% | $18.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $253.84万 | 0.41% | 22,937 | -932 | -3.9% | -$10.31万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $258.18万 | 0.41% | 106,687 | 13,053 | 13.9% | $31.59万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $260.15万 | 0.42% | 85,267 | -3,991 | -4.5% | -$12.18万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $260.83万 | 0.42% | 23,307 | 3,873 | 19.9% | $43.34万 | 加仓 |
| EFV | ISHARES TR | $272.92万 | 0.44% | 36,259 | 5,313 | 17.2% | $39.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $277.70万 | 0.44% | 44,333 | -6,437 | -12.7% | -$40.32万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $286.25万 | 0.46% | 113,864 | 8,741 | 8.3% | $21.97万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $300.53万 | 0.48% | 36,975 | 13,990 | 60.9% | $113.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $300.65万 | 0.48% | 81,277 | 4,265 | 5.5% | $15.78万 | 加仓 |
| CME | CME GROUP INC | $305.57万 | 0.49% | 10,291 | -821 | -7.4% | -$24.38万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $318.45万 | 0.51% | 12,652 | 1,521 | 13.7% | $38.28万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $319.57万 | 0.51% | 70,065 | 4,096 | 6.2% | $18.68万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $321.15万 | 0.51% | 64,735 | 13,270 | 25.8% | $65.83万 | 加仓 |
| DXJ | WISDOMTREE TR | $323.04万 | 0.52% | 19,921 | 0 | 0.0% | — | 不变 |
| UYLD | ANGEL OAK FUNDS TRUST | $324.74万 | 0.52% | 63,626 | 16,633 | 35.4% | $84.89万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $339.84万 | 0.54% | 34,258 | 1,818 | 5.6% | $18.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $340.72万 | 0.54% | 17,325 | 3,342 | 23.9% | $65.73万 | 加仓 |
| REET | ISHARES TR | $345.90万 | 0.55% | 136,181 | 15,312 | 12.7% | $38.89万 | 加仓 |
| IVW | ISHARES TR | $348.09万 | 0.56% | 30,372 | 6,230 | 25.8% | $71.40万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $383.45万 | 0.61% | 50,547 | 3,296 | 7.0% | $25.00万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $393.08万 | 0.63% | 114,201 | -20,093 | -15.0% | -$69.16万 | 减仓 |
| — | TWO RDS SHARED TR | $398.02万 | 0.64% | 233,715 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $409.95万 | 0.65% | 19,384 | 4,565 | 30.8% | $96.55万 | 加仓 |
| TPIF | TIMOTHY PLAN | $429.65万 | 0.69% | 117,713 | 10,729 | 10.0% | $39.16万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $454.00万 | 0.73% | 58,869 | 17,074 | 40.9% | $131.68万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $454.90万 | 0.73% | 77,457 | 16,235 | 26.5% | $95.35万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $476.87万 | 0.76% | 205,904 | 7,563 | 3.8% | $17.52万 | 加仓 |
| SGOV | ISHARES TR | $494.42万 | 0.79% | 49,250 | 20,032 | 68.6% | $201.10万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $502.24万 | 0.80% | 35,954 | 8,013 | 28.7% | $111.93万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $525.42万 | 0.84% | 66,475 | 2,610 | 4.1% | $20.63万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $563.40万 | 0.90% | 96,572 | -934 | -1.0% | -$5.45万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $570.81万 | 0.91% | 117,355 | 11,896 | 11.3% | $57.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $593.40万 | 0.95% | 169,013 | 27,938 | 19.8% | $98.09万 | 加仓 |
| AAPL | APPLE INC | $617.77万 | 0.99% | 24,166 | -1,384 | -5.4% | -$35.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $632.19万 | 1.01% | 35,971 | 236 | 0.7% | $4.15万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $649.06万 | 1.04% | 227,423 | 38,614 | 20.5% | $110.20万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $695.02万 | 1.11% | 68,313 | 4,585 | 7.2% | $46.65万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $745.89万 | 1.19% | 71,439 | 12,951 | 22.1% | $135.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $759.62万 | 1.21% | 17,204 | 2,858 | 19.9% | $126.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $770.19万 | 1.23% | 106,219 | 10,160 | 10.6% | $73.67万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $786.52万 | 1.26% | 157,714 | 14,614 | 10.2% | $72.88万 | 加仓 |
| IVV | ISHARES TR | $791.06万 | 1.26% | 12,021 | 2,000 | 20.0% | $131.61万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $808.01万 | 1.29% | 113,071 | 6,964 | 6.6% | $49.76万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $881.82万 | 1.41% | 253,398 | 13,592 | 5.7% | $47.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $901.26万 | 1.44% | 166,254 | 13,509 | 8.8% | $73.23万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $925.74万 | 1.48% | 346,201 | 36,155 | 11.7% | $96.68万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $960.14万 | 1.53% | 14,653 | 43 | 0.3% | $2.82万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,057.39万 | 1.69% | 135,545 | -3,410 | -2.5% | -$26.60万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,070.09万 | 1.71% | 179,274 | 11,997 | 7.2% | $71.61万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,123.33万 | 1.79% | 233,977 | 30,765 | 15.1% | $147.70万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,131.14万 | 1.81% | 216,985 | 29,733 | 15.9% | $155.00万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,306.95万 | 2.09% | 309,411 | 41,169 | 15.3% | $173.90万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,730.26万 | 2.76% | 209,677 | 22,987 | 12.3% | $189.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,796.19万 | 2.87% | 275,743 | 23,888 | 9.5% | $155.61万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,811.65万 | 2.89% | 502,259 | 23,595 | 4.9% | $85.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,803.35万 | 4.48% | 46,544 | 6,112 | 15.1% | $368.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,412.95万 | 5.45% | 105,586 | -9,123 | -8.0% | -$294.89万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,717.03万 | 5.94% | 950,162 | 32,455 | 3.5% | $126.96万 | 加仓 |