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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $322.44万 | 0.40% | 41,386 | 34,482 | 499.4% | $268.65万 | 加仓 |
| FLOT | ISHARES TR | $326.00万 | 0.41% | 63,859 | 14,879 | 30.4% | $75.96万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $330.55万 | 0.41% | 119,333 | 5,469 | 4.8% | $15.15万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $331.80万 | 0.42% | 72,939 | 2,874 | 4.1% | $13.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $333.69万 | 0.42% | 79,964 | -1,313 | -1.6% | -$5.48万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $341.62万 | 0.43% | 68,626 | 3,891 | 6.0% | $19.37万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $344.33万 | 0.43% | 27,600 | 4,663 | 20.3% | $58.17万 | 加仓 |
| DXJ | WISDOMTREE TR | $346.10万 | 0.43% | 19,946 | 25 | 0.1% | $4,338 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $347.92万 | 0.44% | 4,559 | 4,559 | — | $347.92万 | 新建仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $348.16万 | 0.44% | 68,260 | 4,634 | 7.3% | $23.64万 | 加仓 |
| REET | ISHARES TR | $369.66万 | 0.46% | 133,840 | -2,341 | -1.7% | -$6.47万 | 减仓 |
| IVE | ISHARES TR | $390.14万 | 0.49% | 17,182 | -2,202 | -11.4% | -$50.00万 | 减仓 |
| IUSB | ISHARES TR | $401.88万 | 0.50% | 87,081 | 38,734 | 80.1% | $178.76万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $435.07万 | 0.55% | 36,564 | 2,306 | 6.7% | $27.44万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $438.73万 | 0.55% | 48,694 | -1,853 | -3.7% | -$16.70万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $443.86万 | 0.56% | 120,482 | 6,281 | 5.5% | $23.14万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $449.91万 | 0.56% | 109,068 | 68,916 | 171.6% | $284.28万 | 加仓 |
| AESR | HORIZON FDS | $479.41万 | 0.60% | 231,039 | 231,039 | — | $479.41万 | 新建仓 |
| IVW | ISHARES TR | $481.83万 | 0.60% | 35,035 | 4,663 | 15.4% | $64.13万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $491.77万 | 0.62% | 212,609 | 6,705 | 3.3% | $15.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $498.85万 | 0.63% | 104,472 | 99,264 | 1,906.0% | $473.98万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $525.24万 | 0.66% | 77,229 | -228 | -0.3% | -$1.55万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $529.93万 | 0.66% | 41,375 | 18,068 | 77.5% | $231.41万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $538.48万 | 0.68% | 34,309 | -1,645 | -4.6% | -$25.82万 | 减仓 |
| AAPL | APPLE INC | $538.59万 | 0.68% | 18,613 | -5,553 | -23.0% | -$160.68万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $547.42万 | 0.69% | 56,733 | 19,758 | 53.4% | $190.65万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $566.01万 | 0.71% | 71,619 | 5,144 | 7.7% | $40.65万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $586.79万 | 0.74% | 100,823 | 4,251 | 4.4% | $24.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $613.07万 | 0.77% | 30,640 | -5,331 | -14.8% | -$106.67万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $664.87万 | 0.83% | 171,402 | 2,389 | 1.4% | $9.27万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $672.77万 | 0.84% | 116,659 | -696 | -0.6% | -$4.01万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $715.42万 | 0.90% | 251,997 | 24,574 | 10.8% | $69.77万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $729.54万 | 0.92% | 94,460 | 94,460 | — | $729.54万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $834.24万 | 1.05% | 80,955 | 12,642 | 18.5% | $130.28万 | 加仓 |
| SGOV | ISHARES TR | $846.65万 | 1.06% | 84,102 | 34,852 | 70.8% | $350.86万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $946.83万 | 1.19% | 188,498 | 30,784 | 19.5% | $154.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $973.35万 | 1.22% | 163,066 | -3,188 | -1.9% | -$19.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $978.28万 | 1.23% | 119,331 | 13,112 | 12.3% | $107.49万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,032.28万 | 1.30% | 91,449 | 20,010 | 28.0% | $225.87万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,034.16万 | 1.30% | 126,210 | 13,139 | 11.6% | $107.66万 | 加仓 |
| IVV | ISHARES TR | $1,056.35万 | 1.33% | 14,106 | 2,085 | 17.3% | $156.14万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,058.71万 | 1.33% | 120,473 | 61,604 | 104.6% | $541.37万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,084.39万 | 1.36% | 374,316 | 28,115 | 8.1% | $81.45万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,095.25万 | 1.37% | 269,500 | 16,102 | 6.4% | $65.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,105.56万 | 1.39% | 14,805 | 152 | 1.0% | $11.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,154.39万 | 1.45% | 52,971 | 35,646 | 205.7% | $776.83万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,176.25万 | 1.48% | 174,104 | -5,170 | -2.9% | -$34.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,205.79万 | 1.51% | 141,044 | 5,499 | 4.1% | $47.01万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,232.84万 | 1.55% | 234,381 | 17,396 | 8.0% | $91.50万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,459.67万 | 1.83% | 345,812 | 36,401 | 11.8% | $153.65万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,502.15万 | 1.88% | 310,169 | 76,192 | 32.6% | $369.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,538.90万 | 1.93% | 178,651 | 75,427 | 73.1% | $649.73万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,820.22万 | 2.28% | 220,232 | 10,555 | 5.0% | $87.24万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,041.42万 | 2.56% | 547,885 | 45,626 | 9.1% | $170.00万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,587.02万 | 3.25% | 363,090 | 87,347 | 31.7% | $622.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,352.63万 | 4.21% | 48,815 | 2,271 | 4.9% | $155.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,111.48万 | 5.16% | 111,109 | 5,523 | 5.2% | $204.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,329.18万 | 5.43% | 975,919 | 25,757 | 2.7% | $114.26万 | 加仓 |