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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $141.89万 | 0.23% | 48,343 | 234 | 0.5% | $6,868 | 加仓 |
| AVGO | BROADCOM INC | $135.78万 | 0.22% | 4,331 | -30 | -0.7% | -$9,405 | 减仓 |
| — | EA SERIES TRUST | $135.77万 | 0.22% | 56,571 | 8,548 | 17.8% | $20.52万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $131.59万 | 0.21% | 28,958 | 257 | 0.9% | $1.17万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $130.91万 | 0.21% | 11,433 | 3,436 | 43.0% | $39.34万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $130.64万 | 0.21% | 16,902 | 725 | 4.5% | $5.60万 | 加仓 |
| QMOM | EA SERIES TRUST | $130.58万 | 0.21% | 18,721 | 650 | 3.6% | $4.53万 | 加仓 |
| QVAL | EA SERIES TRUST | $130.27万 | 0.21% | 24,845 | 499 | 2.0% | $2.62万 | 加仓 |
| STIP | ISHARES TR | $126.43万 | 0.20% | 12,260 | -353 | -2.8% | -$3.64万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $126.07万 | 0.20% | 30,219 | 5,692 | 23.2% | $23.75万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $123.76万 | 0.20% | 16,195 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $121.88万 | 0.19% | 33,183 | 798 | 2.5% | $2.93万 | 加仓 |
| MBB | ISHARES TR | $120.80万 | 0.19% | 12,760 | 3,221 | 33.8% | $30.49万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $120.08万 | 0.19% | 23,164 | 4,360 | 23.2% | $22.60万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $119.93万 | 0.19% | 23,809 | 23,809 | — | $119.93万 | 新建仓 |
| MSFT | MICROSOFT CORP | $119.92万 | 0.19% | 3,247 | 213 | 7.0% | $7.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $118.57万 | 0.19% | 16,578 | 101 | 0.6% | $7,224 | 加仓 |
| USFR | WISDOMTREE TR | $117.36万 | 0.19% | 23,313 | -7,137 | -23.4% | -$35.93万 | 减仓 |
| — | EXXON MOBIL CORP | $115.83万 | 0.19% | 7,204 | 2,565 | 55.3% | $41.24万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $114.88万 | 0.18% | 5,966 | 689 | 13.1% | $13.27万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $113.63万 | 0.18% | 4,054 | -374 | -8.4% | -$10.48万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $112.04万 | 0.18% | 23,900 | 12,259 | 105.3% | $57.47万 | 加仓 |
| WMT | WALMART INC | $108.26万 | 0.17% | 8,679 | 497 | 6.1% | $6.20万 | 加仓 |
| ESGD | ISHARES TR | $103.64万 | 0.17% | 10,658 | -45 | -0.4% | -$4,376 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $101.00万 | 0.16% | 18,938 | 4,019 | 26.9% | $21.43万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $100.58万 | 0.16% | 49,246 | -31,071 | -38.7% | -$63.46万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $99.68万 | 0.16% | 50,766 | -31,156 | -38.0% | -$61.18万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $98.84万 | 0.16% | 50,636 | -29,964 | -37.2% | -$58.49万 | 减仓 |
| IGSB | ISHARES TR | $94.96万 | 0.15% | 18,119 | -592 | -3.2% | -$3.10万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $94.59万 | 0.15% | 5,123 | 41 | 0.8% | $7,570 | 加仓 |
| IEFA | ISHARES TR | $93.87万 | 0.15% | 10,214 | 3,361 | 49.0% | $30.89万 | 加仓 |
| CAT | CATERPILLAR INC | $91.73万 | 0.15% | 1,256 | 188 | 17.6% | $13.73万 | 加仓 |
| NTSX | WISDOMTREE TR | $91.69万 | 0.15% | 17,515 | 17,515 | — | $91.69万 | 新建仓 |
| IAGG | ISHARES TR | $91.65万 | 0.15% | 18,381 | 5,809 | 46.2% | $28.96万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $90.77万 | 0.14% | 16,091 | 2,973 | 22.7% | $16.77万 | 加仓 |
| VGT | VANGUARD WORLD FD | $89.84万 | 0.14% | 1,271 | 652 | 105.3% | $46.09万 | 加仓 |
| NULV | NUSHARES ETF TR | $87.46万 | 0.14% | 19,074 | 978 | 5.4% | $4.48万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $87.16万 | 0.14% | 8,983 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $86.21万 | 0.14% | 17,091 | 4,665 | 37.5% | $23.53万 | 加仓 |
| SMMV | ISHARES TR | $85.95万 | 0.14% | 19,601 | 175 | 0.9% | $7,674 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $85.19万 | 0.14% | 6,508 | 215 | 3.4% | $2.81万 | 加仓 |
| XSOE | WISDOMTREE TR | $85.00万 | 0.14% | 21,059 | 6,452 | 44.2% | $26.04万 | 加仓 |
| SUB | ISHARES TR | $84.01万 | 0.13% | 7,897 | 4,831 | 157.6% | $51.39万 | 加仓 |
| GOVT | ISHARES TR | $82.56万 | 0.13% | 36,161 | 36,161 | — | $82.56万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $82.55万 | 0.13% | 2,708 | 6 | 0.2% | $1,829 | 加仓 |
| SPTS | SPDR SERIES TRUST | $82.46万 | 0.13% | 28,348 | 10,610 | 59.8% | $30.86万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $81.67万 | 0.13% | 5,529 | 194 | 3.6% | $2.87万 | 加仓 |
| SHY | ISHARES TR | $81.18万 | 0.13% | 9,862 | -74 | -0.7% | -$6,092 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $80.87万 | 0.13% | 17,180 | 3,149 | 22.4% | $14.82万 | 加仓 |
| ESGU | ISHARES TR | $79.91万 | 0.13% | 5,610 | -730 | -11.5% | -$10.40万 | 减仓 |
| IEMG | ISHARES INC | $79.62万 | 0.13% | 11,329 | -17,602 | -60.8% | -$123.70万 | 减仓 |
| IWD | ISHARES TR | $76.17万 | 0.12% | 3,544 | 3,544 | — | $76.17万 | 新建仓 |
| PYLD | PIMCO ETF TR | $75.86万 | 0.12% | 28,999 | 28,999 | — | $75.86万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $74.64万 | 0.12% | 5,045 | 295 | 6.2% | $4.36万 | 加仓 |
| SHLD | GLOBAL X FDS | $73.93万 | 0.12% | 10,061 | 3,115 | 44.8% | $22.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $72.82万 | 0.12% | 2,419 | 1 | 0.0% | $301 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $72.63万 | 0.12% | 2,459 | -215 | -8.0% | -$6.35万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.63万 | 0.11% | 1 | -1 | -50.0% | -$71.63万 | 减仓 |
| MO | ALTRIA GROUP INC | $71.13万 | 0.11% | 10,863 | 659 | 6.5% | $4.32万 | 加仓 |
| BIL | SPDR SERIES TRUST | $71.07万 | 0.11% | 7,775 | 19 | 0.2% | $1,737 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $70.42万 | 0.11% | 14,768 | -214 | -1.4% | -$1.02万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $68.01万 | 0.11% | 27,413 | 5,206 | 23.4% | $12.92万 | 加仓 |
| CAOS | EA SERIES TRUST | $66.52万 | 0.11% | 7,339 | 1,437 | 24.3% | $13.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.27万 | 0.11% | 665 | -25 | -3.6% | -$2.49万 | 减仓 |
| V | VISA INC | $65.24万 | 0.10% | 2,186 | 133 | 6.5% | $3.97万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $63.93万 | 0.10% | 17,710 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $63.93万 | 0.10% | 15,614 | -761 | -4.6% | -$3.12万 | 减仓 |
| — | EA SERIES TRUST | $62.75万 | 0.10% | 18,169 | -587 | -3.1% | -$2.03万 | 减仓 |
| GLD | SPDR GOLD TR | $62.48万 | 0.10% | 1,427 | 643 | 82.0% | $28.15万 | 加仓 |
| QGRW | WISDOMTREE TR | $62.07万 | 0.10% | 11,475 | 11,475 | — | $62.07万 | 新建仓 |
| BGRN | ISHARES TR | $61.76万 | 0.10% | 13,066 | 193 | 1.5% | $9,122 | 加仓 |
| PTLC | PACER FDS TR | $60.91万 | 0.10% | 11,574 | -19,335 | -62.6% | -$101.76万 | 减仓 |
| IEF | ISHARES TR | $60.82万 | 0.10% | 6,399 | -451 | -6.6% | -$4.29万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $59.22万 | 0.09% | 3,764 | 835 | 28.5% | $13.14万 | 加仓 |
| BOND | PIMCO ETF TR | $58.92万 | 0.09% | 6,403 | 1,044 | 19.5% | $9.61万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $57.87万 | 0.09% | 13,401 | 22 | 0.2% | $950 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $57.26万 | 0.09% | 30,693 | -44,787 | -59.3% | -$83.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $56.65万 | 0.09% | 2,870 | 2,870 | — | $56.65万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $54.55万 | 0.09% | 10,768 | 3,720 | 52.8% | $18.85万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $53.96万 | 0.09% | 6,904 | 3,487 | 102.0% | $27.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $53.46万 | 0.09% | 3,710 | -15 | -0.4% | -$2,161 | 减仓 |
| HD | HOME DEPOT INC | $53.15万 | 0.08% | 1,613 | 466 | 40.6% | $15.36万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $53.14万 | 0.08% | 2,436 | -559 | -18.7% | -$12.19万 | 减仓 |
| FRDM | EA SERIES TRUST | $51.78万 | 0.08% | 9,273 | -673 | -6.8% | -$3.76万 | 减仓 |
| META | META PLATFORMS INC | $50.65万 | 0.08% | 874 | 46 | 5.6% | $2.67万 | 加仓 |
| GDE | WISDOMTREE TR | $50.11万 | 0.08% | 7,840 | -5,915 | -43.0% | -$37.81万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $49.80万 | 0.08% | 7,944 | -43 | -0.5% | -$2,695 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $49.31万 | 0.08% | 15,083 | 7,851 | 108.6% | $25.66万 | 加仓 |
| MCD | MCDONALDS CORP | $45.85万 | 0.07% | 1,492 | 47 | 3.3% | $1.44万 | 加仓 |
| XT | ISHARES TR | $45.18万 | 0.07% | 6,538 | 6,538 | — | $45.18万 | 新建仓 |
| WFC | WELLS FARGO & CO | $44.95万 | 0.07% | 5,579 | 5,579 | — | $44.95万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $44.86万 | 0.07% | 1,942 | 5 | 0.3% | $1,155 | 加仓 |
| WTV | WISDOMTREE TR | $43.95万 | 0.07% | 4,654 | -2,058 | -30.7% | -$19.43万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $42.17万 | 0.07% | 12,355 | 1,243 | 11.2% | $4.24万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $42.16万 | 0.07% | 8,371 | 2,276 | 37.3% | $11.46万 | 加仓 |
| IDV | ISHARES TR | $41.56万 | 0.07% | 9,747 | 925 | 10.5% | $3.94万 | 加仓 |
| GCC | WISDOMTREE TR | $41.31万 | 0.07% | 17,315 | 206 | 1.2% | $4,915 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.02万 | 0.07% | 6,917 | 724 | 11.7% | $4.29万 | 加仓 |
| AGG | ISHARES TR | $40.86万 | 0.07% | 4,127 | 1,082 | 35.5% | $10.71万 | 加仓 |
| DE | DEERE & CO | $40.64万 | 0.06% | 712 | 712 | — | $40.64万 | 新建仓 |