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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -1,404 | -100.0% | -$48.16万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,344 | -100.0% | -$32.20万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,717 | -100.0% | -$31.88万 | 清仓 |
| UJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,349 | -100.0% | -$27.47万 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -6,400 | -100.0% | -$20.78万 | 清仓 |
| NFLX | NETFLIX INC. | $20.07万 | 0.03% | 2,100 | -132 | -5.9% | -$1.26万 | 减仓 |
| MINT | PIMCO ETF TR | $20.13万 | 0.03% | 2,007 | 2,007 | — | $20.13万 | 新建仓 |
| LDUR | PIMCO ETF TR | $21.12万 | 0.03% | 2,213 | 2,213 | — | $21.12万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.15万 | 0.03% | 772 | -661 | -46.1% | -$18.11万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $21.31万 | 0.03% | 8,572 | 151 | 1.8% | $3,754 | 加仓 |
| BP | BP PLC | $21.33万 | 0.03% | 4,620 | 4,620 | — | $21.33万 | 新建仓 |
| XEL | XCEL ENERGY INC | $21.40万 | 0.03% | 2,685 | 2,685 | — | $21.40万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $21.65万 | 0.03% | 4,625 | 161 | 3.6% | $7,538 | 加仓 |
| PWR | QUANTA SVCS INC | $21.79万 | 0.03% | 389 | 389 | — | $21.79万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $22.26万 | 0.04% | 3,032 | -733 | -19.5% | -$5.38万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $22.52万 | 0.04% | 2,765 | 1 | 0.0% | $81 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $22.78万 | 0.04% | 3,325 | 3,325 | — | $22.78万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $23.15万 | 0.04% | 3,010 | -1,416 | -32.0% | -$10.89万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $23.21万 | 0.04% | 5,432 | 11 | 0.2% | $470 | 加仓 |
| LRCX | LAM RESEARCH CORP | $23.27万 | 0.04% | 1,048 | 1,048 | — | $23.27万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $23.35万 | 0.04% | 808 | 808 | — | $23.35万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.56万 | 0.04% | 4,770 | 4,770 | — | $23.56万 | 新建仓 |
| KO | COCA COLA CO | $23.83万 | 0.04% | 3,132 | -401 | -11.4% | -$3.05万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $24.02万 | 0.04% | 5,129 | 5,129 | — | $24.02万 | 新建仓 |
| IDUB | ETF SER SOLUTIONS | $24.54万 | 0.04% | 9,727 | 9,727 | — | $24.54万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $24.93万 | 0.04% | 5,208 | -69,743 | -93.1% | -$333.84万 | 减仓 |
| MCK | MCKESSON CORP | $25.33万 | 0.04% | 290 | 29 | 11.1% | $2.53万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $25.35万 | 0.04% | 5,523 | 665 | 13.7% | $3.05万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $25.60万 | 0.04% | 3,902 | 99 | 2.6% | $6,494 | 加仓 |
| TLH | ISHARES TR | $25.82万 | 0.04% | 2,576 | -99 | -3.7% | -$9,924 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.10万 | 0.04% | 6,754 | 2,147 | 46.6% | $8.30万 | 加仓 |
| IYW | ISHARES TR | $26.50万 | 0.04% | 1,437 | -497 | -25.7% | -$9.17万 | 减仓 |
| MRK | MERCK & CO INC | $27.00万 | 0.04% | 2,234 | 2,234 | — | $27.00万 | 新建仓 |
| LLY | ELI LILLY & CO | $27.11万 | 0.04% | 284 | 47 | 19.8% | $4.49万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $27.50万 | 0.04% | 3,278 | 286 | 9.6% | $2.40万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $27.54万 | 0.04% | 12,331 | 12,331 | — | $27.54万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $28.21万 | 0.05% | 1,339 | -96 | -6.7% | -$2.02万 | 减仓 |
| ABBV | ABBVIE INC | $28.57万 | 0.05% | 1,329 | -1 | -0.1% | -$215 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $28.97万 | 0.05% | 2,923 | 0 | 0.0% | — | 不变 |
| AVNM | AMERICAN CENTY ETF TR | $29.27万 | 0.05% | 3,785 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $29.29万 | 0.05% | 3,266 | -337 | -9.4% | -$3.02万 | 减仓 |
| IWY | ISHARES TR | $29.49万 | 0.05% | 1,175 | 29 | 2.5% | $7,279 | 加仓 |
| SPTM | SPDR SERIES TRUST | $29.95万 | 0.05% | 3,760 | 342 | 10.0% | $2.72万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $30.09万 | 0.05% | 998 | 129 | 14.8% | $3.89万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $30.24万 | 0.05% | 7,168 | 7,168 | — | $30.24万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $30.34万 | 0.05% | 3,204 | -31 | -1.0% | -$2,935 | 减仓 |
| TGRW | T ROWE PRICE ETF INC | $30.41万 | 0.05% | 7,428 | 0 | 0.0% | — | 不变 |
| STOT | SSGA ACTIVE TR | $30.82万 | 0.05% | 6,562 | 950 | 16.9% | $4.46万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $30.89万 | 0.05% | 9,885 | -18 | -0.2% | -$563 | 减仓 |
| EFG | ISHARES TR | $31.14万 | 0.05% | 2,739 | 2,739 | — | $31.14万 | 新建仓 |
| MTUM | ISHARES TR | $31.64万 | 0.05% | 1,290 | 341 | 35.9% | $8.36万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $31.67万 | 0.05% | 6,022 | 993 | 19.7% | $5.22万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $32.17万 | 0.05% | 19,536 | 219 | 1.1% | $3,606 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $32.22万 | 0.05% | 19,265 | -37,101 | -65.8% | -$62.05万 | 减仓 |
| EFA | ISHARES TR | $32.54万 | 0.05% | 3,300 | -38 | -1.1% | -$3,747 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $32.73万 | 0.05% | 10,833 | 10,833 | — | $32.73万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $32.80万 | 0.05% | 7,861 | 7,861 | — | $32.80万 | 新建仓 |
| SUSC | ISHARES TR | $33.15万 | 0.05% | 14,378 | 35 | 0.2% | $807 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $33.20万 | 0.05% | 534 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $33.24万 | 0.05% | 9,920 | 9,920 | — | $33.24万 | 新建仓 |
| MS | MORGAN STANLEY | $34.23万 | 0.05% | 2,060 | 252 | 13.9% | $4.19万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $34.37万 | 0.05% | 8,396 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.66万 | 0.06% | 909 | -135 | -12.9% | -$5.15万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $34.91万 | 0.06% | 7,572 | 7,572 | — | $34.91万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $35.17万 | 0.06% | 1,335 | 5 | 0.4% | $1,317 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $35.96万 | 0.06% | 4,840 | 399 | 9.0% | $2.96万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $36.51万 | 0.06% | 7,053 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $36.92万 | 0.06% | 6,811 | 52 | 0.8% | $2,819 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $37.20万 | 0.06% | 6,187 | 332 | 5.7% | $2.00万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.77万 | 0.06% | 1,751 | 360 | 25.9% | $7.76万 | 加仓 |
| IWS | ISHARES TR | $38.17万 | 0.06% | 2,602 | 162 | 6.6% | $2.38万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $38.44万 | 0.06% | 4,318 | 1,725 | 66.5% | $15.36万 | 加仓 |
| IWB | ISHARES TR | $38.58万 | 0.06% | 1,074 | 1 | 0.1% | $359 | 加仓 |
| ORCL | ORACLE CORP | $38.89万 | 0.06% | 2,678 | 1,015 | 61.0% | $14.74万 | 加仓 |
| IWP | ISHARES TR | $38.93万 | 0.06% | 3,023 | 180 | 6.3% | $2.32万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $39.38万 | 0.06% | 18,247 | -3,793 | -17.2% | -$8.19万 | 减仓 |
| LQD | ISHARES TR | $39.73万 | 0.06% | 3,657 | 3,657 | — | $39.73万 | 新建仓 |
| AAEQ | EA SERIES TRUST | $39.84万 | 0.06% | 8,501 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $40.64万 | 0.06% | 712 | 712 | — | $40.64万 | 新建仓 |
| AGG | ISHARES TR | $40.86万 | 0.07% | 4,127 | 1,082 | 35.5% | $10.71万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.02万 | 0.07% | 6,917 | 724 | 11.7% | $4.29万 | 加仓 |
| GCC | WISDOMTREE TR | $41.31万 | 0.07% | 17,315 | 206 | 1.2% | $4,915 | 加仓 |
| IDV | ISHARES TR | $41.56万 | 0.07% | 9,747 | 925 | 10.5% | $3.94万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $42.16万 | 0.07% | 8,371 | 2,276 | 37.3% | $11.46万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $42.17万 | 0.07% | 12,355 | 1,243 | 11.2% | $4.24万 | 加仓 |
| WTV | WISDOMTREE TR | $43.95万 | 0.07% | 4,654 | -2,058 | -30.7% | -$19.43万 | 减仓 |
| WM | WASTE MGMT INC DEL | $44.86万 | 0.07% | 1,942 | 5 | 0.3% | $1,155 | 加仓 |
| WFC | WELLS FARGO & CO | $44.95万 | 0.07% | 5,579 | 5,579 | — | $44.95万 | 新建仓 |
| XT | ISHARES TR | $45.18万 | 0.07% | 6,538 | 6,538 | — | $45.18万 | 新建仓 |
| MCD | MCDONALDS CORP | $45.85万 | 0.07% | 1,492 | 47 | 3.3% | $1.44万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $49.31万 | 0.08% | 15,083 | 7,851 | 108.6% | $25.66万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $49.80万 | 0.08% | 7,944 | -43 | -0.5% | -$2,695 | 减仓 |
| GDE | WISDOMTREE TR | $50.11万 | 0.08% | 7,840 | -5,915 | -43.0% | -$37.81万 | 减仓 |
| META | META PLATFORMS INC | $50.65万 | 0.08% | 874 | 46 | 5.6% | $2.67万 | 加仓 |
| FRDM | EA SERIES TRUST | $51.78万 | 0.08% | 9,273 | -673 | -6.8% | -$3.76万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $53.14万 | 0.08% | 2,436 | -559 | -18.7% | -$12.19万 | 减仓 |
| HD | HOME DEPOT INC | $53.15万 | 0.08% | 1,613 | 466 | 40.6% | $15.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $53.46万 | 0.09% | 3,710 | -15 | -0.4% | -$2,161 | 减仓 |