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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $85.92万 | 0.11% | 3,544 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $87.41万 | 0.11% | 6,905 | 397 | 6.1% | $5.03万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $87.68万 | 0.11% | 35,557 | 8,144 | 29.7% | $20.08万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $89.59万 | 0.11% | 3,692 | -362 | -8.9% | -$8.78万 | 减仓 |
| SMMV | ISHARES TR | $90.61万 | 0.11% | 19,680 | 79 | 0.4% | $3,637 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.80万 | 0.11% | 2,184 | 1,412 | 182.9% | $58.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $91.92万 | 0.12% | 2,808 | 349 | 14.2% | $11.42万 | 加仓 |
| ESGU | ISHARES TR | $95.49万 | 0.12% | 5,834 | 224 | 4.0% | $3.67万 | 加仓 |
| NULV | NUSHARES ETF TR | $96.24万 | 0.12% | 19,251 | 177 | 0.9% | $8,849 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $97.95万 | 0.12% | 17,343 | 1,252 | 7.8% | $7.07万 | 加仓 |
| IBDT | ISHARES TR | $98.17万 | 0.12% | 38,881 | 38,881 | — | $98.17万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $101.95万 | 0.13% | 5,159 | 36 | 0.7% | $7,114 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $102.67万 | 0.13% | 52,586 | 1,950 | 3.9% | $3.81万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $103.41万 | 0.13% | 52,719 | 1,953 | 3.8% | $3.83万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $104.10万 | 0.13% | 51,115 | 1,869 | 3.8% | $3.81万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $104.14万 | 0.13% | 6,564 | 1,035 | 18.7% | $16.42万 | 加仓 |
| GLDM | WORLD GOLD TR | $104.70万 | 0.13% | 13,183 | -3,310 | -20.1% | -$26.29万 | 减仓 |
| BIL | SPDR SERIES TRUST | $105.18万 | 0.13% | 11,478 | 3,703 | 47.6% | $33.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $105.23万 | 0.13% | 6,659 | 1,614 | 32.0% | $25.51万 | 加仓 |
| NTSX | WISDOMTREE TR | $106.48万 | 0.13% | 18,033 | 518 | 3.0% | $3.06万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $109.21万 | 0.14% | 9,743 | 760 | 8.5% | $8.52万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $109.86万 | 0.14% | 43,649 | 43,649 | — | $109.86万 | 新建仓 |
| — | EXXON MOBIL CORP | $110.10万 | 0.14% | 8,053 | 849 | 11.8% | $11.61万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $111.69万 | 0.14% | 39,817 | 39,817 | — | $111.69万 | 新建仓 |
| XSOE | WISDOMTREE TR | $112.35万 | 0.14% | 22,844 | 1,785 | 8.5% | $8.78万 | 加仓 |
| CAT | CATERPILLAR INC | $112.99万 | 0.14% | 1,061 | -195 | -15.5% | -$20.77万 | 减仓 |
| IEMG | ISHARES INC | $113.20万 | 0.14% | 13,665 | 2,336 | 20.6% | $19.35万 | 加仓 |
| ESGD | ISHARES TR | $114.90万 | 0.14% | 11,176 | 518 | 4.9% | $5.33万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $117.80万 | 0.15% | 25,845 | -11,467 | -30.7% | -$52.27万 | 减仓 |
| IEFA | ISHARES TR | $118.46万 | 0.15% | 12,265 | 2,051 | 20.1% | $19.81万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $118.48万 | 0.15% | 22,882 | 5,702 | 33.2% | $29.52万 | 加仓 |
| USFR | WISDOMTREE TR | $118.91万 | 0.15% | 23,617 | 304 | 1.3% | $1.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $121.46万 | 0.15% | 24,019 | 6,928 | 40.5% | $35.03万 | 加仓 |
| QVAL | EA SERIES TRUST | $121.55万 | 0.15% | 21,920 | -2,925 | -11.8% | -$16.22万 | 减仓 |
| USHY | ISHARES TR | $125.09万 | 0.16% | 33,791 | 608 | 1.8% | $2.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.96万 | 0.16% | 5,967 | 1 | 0.0% | $213 | 加仓 |
| QMOM | EA SERIES TRUST | $127.05万 | 0.16% | 16,137 | -2,584 | -13.8% | -$20.34万 | 减仓 |
| SHLD | GLOBAL X FDS | $128.37万 | 0.16% | 21,499 | 11,438 | 113.7% | $68.30万 | 加仓 |
| WMT | WALMART INC | $130.98万 | 0.16% | 11,564 | 2,885 | 33.2% | $32.68万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $132.11万 | 0.17% | 30,644 | -11,518 | -27.3% | -$49.65万 | 减仓 |
| GOVT | ISHARES TR | $134.25万 | 0.17% | 58,933 | 22,772 | 63.0% | $51.87万 | 加仓 |
| SUB | ISHARES TR | $135.25万 | 0.17% | 12,703 | 4,806 | 60.9% | $51.17万 | 加仓 |
| MBB | ISHARES TR | $135.51万 | 0.17% | 14,337 | 1,577 | 12.4% | $14.91万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $137.28万 | 0.17% | 17,696 | 794 | 4.7% | $6.16万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $138.74万 | 0.17% | 16,195 | 0 | 0.0% | — | 不变 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $141.93万 | 0.18% | 30,236 | 6,336 | 26.5% | $29.74万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $142.32万 | 0.18% | 26,346 | 7,408 | 39.1% | $40.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $143.41万 | 0.18% | 31,798 | 18,397 | 137.3% | $82.97万 | 加仓 |
| — | EA SERIES TRUST | $151.25万 | 0.19% | 63,275 | 6,704 | 11.9% | $16.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.62万 | 0.19% | 3,030 | -141 | -4.4% | -$7.06万 | 减仓 |
| SUSB | ISHARES TR | $156.03万 | 0.20% | 62,437 | 62,437 | — | $156.03万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $158.32万 | 0.20% | 6,234 | 81 | 1.3% | $2.06万 | 加仓 |
| IHDG | WISDOMTREE TR | $158.89万 | 0.20% | 30,335 | -2,907 | -8.7% | -$15.23万 | 减仓 |
| GOOGL | ALPHABET INC | $161.24万 | 0.20% | 4,512 | -433 | -8.8% | -$15.47万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $167.46万 | 0.21% | 40,592 | 10,373 | 34.3% | $42.79万 | 加仓 |
| VGT | VANGUARD WORLD FD | $169.75万 | 0.21% | 14,203 | 4,035 | 39.7% | $48.23万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $174.41万 | 0.22% | 34,626 | 26,765 | 340.5% | $134.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $176.70万 | 0.22% | 48,907 | 564 | 1.2% | $2.04万 | 加仓 |
| ACWV | ISHARES INC | $177.35万 | 0.22% | 14,751 | -417 | -2.7% | -$5.01万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $177.60万 | 0.22% | 32,284 | -681 | -2.1% | -$3.75万 | 减仓 |
| AVGO | BROADCOM INC | $179.96万 | 0.23% | 4,764 | 433 | 10.0% | $16.36万 | 加仓 |
| IJR | ISHARES TR | $182.63万 | 0.23% | 12,313 | 161 | 1.3% | $2.39万 | 加仓 |
| IJH | ISHARES TR | $186.41万 | 0.23% | 24,175 | 1,081 | 4.7% | $8.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $186.50万 | 0.23% | 25,405 | 22,373 | 737.9% | $164.24万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $188.51万 | 0.24% | 11,669 | 236 | 2.1% | $3.81万 | 加仓 |
| USMV | ISHARES TR | $192.29万 | 0.24% | 19,935 | -2,071 | -9.4% | -$19.98万 | 减仓 |
| — | HORIZON FDS | $196.18万 | 0.25% | 208,586 | 208,586 | — | $196.18万 | 新建仓 |
| AMZN | AMAZON COM INC | $201.11万 | 0.25% | 8,438 | 408 | 5.1% | $9.72万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $204.54万 | 0.26% | 37,557 | 543 | 1.5% | $2.96万 | 加仓 |
| ISTB | ISHARES TR | $205.49万 | 0.26% | 42,588 | 10,424 | 32.4% | $50.30万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $208.26万 | 0.26% | 43,086 | 10,380 | 31.7% | $50.17万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $210.25万 | 0.26% | 45,088 | -2,115 | -4.5% | -$9.86万 | 减仓 |
| MOAT | VANECK ETF TRUST | $211.03万 | 0.26% | 20,299 | -928 | -4.4% | -$9.65万 | 减仓 |
| CME | CME GROUP INC | $214.54万 | 0.27% | 9,715 | -576 | -5.6% | -$12.72万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $215.25万 | 0.27% | 41,643 | 12,685 | 43.8% | $65.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $219.32万 | 0.28% | 26,636 | 10,058 | 60.7% | $82.82万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $221.26万 | 0.28% | 43,572 | 14,549 | 50.1% | $73.88万 | 加仓 |
| ESGE | ISHARES INC | $227.40万 | 0.29% | 41,579 | -2,217 | -5.1% | -$12.12万 | 减仓 |
| EUSA | ISHARES INC | $234.07万 | 0.29% | 20,498 | 600 | 3.0% | $6.85万 | 加仓 |
| BOXX | EA SERIES TRUST | $237.20万 | 0.30% | 20,258 | 113 | 0.6% | $1.32万 | 加仓 |
| ITOT | ISHARES TR | $240.43万 | 0.30% | 14,636 | -209 | -1.4% | -$3.43万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $242.61万 | 0.30% | 46,018 | -6,055 | -11.6% | -$31.92万 | 减仓 |
| IUSV | ISHARES TR | $247.69万 | 0.31% | 22,487 | 499 | 2.3% | $5.50万 | 加仓 |
| MUB | ISHARES TR | $249.73万 | 0.31% | 23,205 | 4,958 | 27.2% | $53.36万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $254.24万 | 0.32% | 63,353 | -219 | -0.3% | -$8,788 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $255.65万 | 0.32% | 105,903 | -784 | -0.7% | -$1.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $265.80万 | 0.33% | 7,126 | 3,879 | 119.5% | $144.69万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $267.40万 | 0.34% | 7,312 | 4,604 | 170.0% | $168.37万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $271.39万 | 0.34% | 11,169 | 8,733 | 358.5% | $212.20万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $275.22万 | 0.35% | 20,812 | 20,812 | — | $275.22万 | 新建仓 |
| IWV | ISHARES TR | $279.91万 | 0.35% | 6,565 | -142 | -2.1% | -$6.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $282.07万 | 0.35% | 3,830 | 121 | 3.3% | $8.91万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $289.11万 | 0.36% | 91,174 | 5,907 | 6.9% | $18.73万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $291.34万 | 0.37% | 79,602 | 21,181 | 36.3% | $77.52万 | 加仓 |
| ACWX | ISHARES TR | $292.66万 | 0.37% | 38,452 | 14,056 | 57.6% | $106.98万 | 加仓 |
| GOOG | ALPHABET INC | $293.60万 | 0.37% | 8,309 | 2,394 | 40.5% | $84.59万 | 加仓 |
| EMXC | ISHARES INC | $299.06万 | 0.38% | 29,233 | -1,767 | -5.7% | -$18.08万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $305.45万 | 0.38% | 75,964 | 63,609 | 514.8% | $255.77万 | 加仓 |
| NUBD | NUSHARES ETF TR | $317.22万 | 0.40% | 143,312 | 143,312 | — | $317.22万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $320.68万 | 0.40% | 45,877 | 1,544 | 3.5% | $10.79万 | 加仓 |