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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB STRATEGIC TR | $176.70万 | 0.22% | 48,907 | 564 | 1.2% | $2.04万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $174.41万 | 0.22% | 34,626 | 26,765 | 340.5% | $134.82万 | 加仓 |
| VGT | VANGUARD WORLD FD | $169.75万 | 0.21% | 14,203 | 4,035 | 39.7% | $48.23万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $167.46万 | 0.21% | 40,592 | 10,373 | 34.3% | $42.79万 | 加仓 |
| GOOGL | ALPHABET INC | $161.24万 | 0.20% | 4,512 | -433 | -8.8% | -$15.47万 | 减仓 |
| IHDG | WISDOMTREE TR | $158.89万 | 0.20% | 30,335 | -2,907 | -8.7% | -$15.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $158.32万 | 0.20% | 6,234 | 81 | 1.3% | $2.06万 | 加仓 |
| SUSB | ISHARES TR | $156.03万 | 0.20% | 62,437 | 62,437 | — | $156.03万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.62万 | 0.19% | 3,030 | -141 | -4.4% | -$7.06万 | 减仓 |
| — | EA SERIES TRUST | $151.25万 | 0.19% | 63,275 | 6,704 | 11.9% | $16.02万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $143.41万 | 0.18% | 31,798 | 18,397 | 137.3% | $82.97万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $142.32万 | 0.18% | 26,346 | 7,408 | 39.1% | $40.02万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $141.93万 | 0.18% | 30,236 | 6,336 | 26.5% | $29.74万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $138.74万 | 0.17% | 16,195 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $137.28万 | 0.17% | 17,696 | 794 | 4.7% | $6.16万 | 加仓 |
| MBB | ISHARES TR | $135.51万 | 0.17% | 14,337 | 1,577 | 12.4% | $14.91万 | 加仓 |
| SUB | ISHARES TR | $135.25万 | 0.17% | 12,703 | 4,806 | 60.9% | $51.17万 | 加仓 |
| GOVT | ISHARES TR | $134.25万 | 0.17% | 58,933 | 22,772 | 63.0% | $51.87万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $132.11万 | 0.17% | 30,644 | -11,518 | -27.3% | -$49.65万 | 减仓 |
| WMT | WALMART INC | $130.98万 | 0.16% | 11,564 | 2,885 | 33.2% | $32.68万 | 加仓 |
| SHLD | GLOBAL X FDS | $128.37万 | 0.16% | 21,499 | 11,438 | 113.7% | $68.30万 | 加仓 |
| QMOM | EA SERIES TRUST | $127.05万 | 0.16% | 16,137 | -2,584 | -13.8% | -$20.34万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $126.96万 | 0.16% | 5,967 | 1 | 0.0% | $213 | 加仓 |
| USHY | ISHARES TR | $125.09万 | 0.16% | 33,791 | 608 | 1.8% | $2.25万 | 加仓 |
| QVAL | EA SERIES TRUST | $121.55万 | 0.15% | 21,920 | -2,925 | -11.8% | -$16.22万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $121.46万 | 0.15% | 24,019 | 6,928 | 40.5% | $35.03万 | 加仓 |
| USFR | WISDOMTREE TR | $118.91万 | 0.15% | 23,617 | 304 | 1.3% | $1.53万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $118.48万 | 0.15% | 22,882 | 5,702 | 33.2% | $29.52万 | 加仓 |
| IEFA | ISHARES TR | $118.46万 | 0.15% | 12,265 | 2,051 | 20.1% | $19.81万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $117.80万 | 0.15% | 25,845 | -11,467 | -30.7% | -$52.27万 | 减仓 |
| ESGD | ISHARES TR | $114.90万 | 0.14% | 11,176 | 518 | 4.9% | $5.33万 | 加仓 |
| IEMG | ISHARES INC | $113.20万 | 0.14% | 13,665 | 2,336 | 20.6% | $19.35万 | 加仓 |
| CAT | CATERPILLAR INC | $112.99万 | 0.14% | 1,061 | -195 | -15.5% | -$20.77万 | 减仓 |
| XSOE | WISDOMTREE TR | $112.35万 | 0.14% | 22,844 | 1,785 | 8.5% | $8.78万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $111.69万 | 0.14% | 39,817 | 39,817 | — | $111.69万 | 新建仓 |
| — | EXXON MOBIL CORP | $110.10万 | 0.14% | 8,053 | 849 | 11.8% | $11.61万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $109.86万 | 0.14% | 43,649 | 43,649 | — | $109.86万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $109.21万 | 0.14% | 9,743 | 760 | 8.5% | $8.52万 | 加仓 |
| NTSX | WISDOMTREE TR | $106.48万 | 0.13% | 18,033 | 518 | 3.0% | $3.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $105.23万 | 0.13% | 6,659 | 1,614 | 32.0% | $25.51万 | 加仓 |
| BIL | SPDR SERIES TRUST | $105.18万 | 0.13% | 11,478 | 3,703 | 47.6% | $33.93万 | 加仓 |
| GLDM | WORLD GOLD TR | $104.70万 | 0.13% | 13,183 | -3,310 | -20.1% | -$26.29万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $104.14万 | 0.13% | 6,564 | 1,035 | 18.7% | $16.42万 | 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 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $103.41万 | 0.13% | 52,719 | 1,953 | 3.8% | $3.83万 | 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 |
| VOE | VANGUARD INDEX FDS | $101.95万 | 0.13% | 5,159 | 36 | 0.7% | $7,114 | 加仓 |
| IBDT | ISHARES TR | $98.17万 | 0.12% | 38,881 | 38,881 | — | $98.17万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $97.95万 | 0.12% | 17,343 | 1,252 | 7.8% | $7.07万 | 加仓 |
| NULV | NUSHARES ETF TR | $96.24万 | 0.12% | 19,251 | 177 | 0.9% | $8,849 | 加仓 |
| ESGU | ISHARES TR | $95.49万 | 0.12% | 5,834 | 224 | 4.0% | $3.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $91.92万 | 0.12% | 2,808 | 349 | 14.2% | $11.42万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.80万 | 0.11% | 2,184 | 1,412 | 182.9% | $58.70万 | 加仓 |
| SMMV | ISHARES TR | $90.61万 | 0.11% | 19,680 | 79 | 0.4% | $3,637 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $89.59万 | 0.11% | 3,692 | -362 | -8.9% | -$8.78万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $87.68万 | 0.11% | 35,557 | 8,144 | 29.7% | $20.08万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $87.41万 | 0.11% | 6,905 | 397 | 6.1% | $5.03万 | 加仓 |
| IWD | ISHARES TR | $85.92万 | 0.11% | 3,544 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $83.79万 | 0.11% | 28,884 | 536 | 1.9% | $1.55万 | 加仓 |
| MO | ALTRIA GROUP INC | $83.53万 | 0.10% | 11,610 | 747 | 6.9% | $5.37万 | 加仓 |
| VV | VANGUARD INDEX FDS | $83.24万 | 0.10% | 2,421 | 2 | 0.1% | $688 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $83.04万 | 0.10% | 16,471 | 16,471 | — | $83.04万 | 新建仓 |
| META | META PLATFORMS INC | $82.03万 | 0.10% | 1,456 | 582 | 66.6% | $32.79万 | 加仓 |
| QGRW | WISDOMTREE TR | $81.60万 | 0.10% | 12,358 | 883 | 7.7% | $5.83万 | 加仓 |
| SHY | ISHARES TR | $80.98万 | 0.10% | 9,862 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $76.91万 | 0.10% | 28,999 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $75.30万 | 0.09% | 2,195 | 9 | 0.4% | $3,088 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| CAOS | EA SERIES TRUST | $72.69万 | 0.09% | 8,045 | 706 | 9.6% | $6.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $71.55万 | 0.09% | 3,955 | 191 | 5.1% | $3.46万 | 加仓 |
| TSLA | TESLA INC | $70.24万 | 0.09% | 1,670 | 761 | 83.7% | $32.01万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $69.28万 | 0.09% | 13,776 | 13,776 | — | $69.28万 | 新建仓 |
| FRDM | EA SERIES TRUST | $68.83万 | 0.09% | 9,441 | 168 | 1.8% | $1.22万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $68.44万 | 0.09% | 10,433 | 4,246 | 68.6% | $27.85万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $68.33万 | 0.09% | 592 | 592 | — | $68.33万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.01万 | 0.09% | 5,321 | 5,321 | — | $68.01万 | 新建仓 |
| PTLC | PACER FDS TR | $67.43万 | 0.08% | 11,574 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $67.39万 | 0.08% | 8,046 | 8,046 | — | $67.39万 | 新建仓 |
| DFSE | DIMENSIONAL ETF TRUST | $66.17万 | 0.08% | 13,537 | 8,105 | 149.2% | $39.62万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $65.95万 | 0.08% | 12,931 | 12,931 | — | $65.95万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $65.71万 | 0.08% | 19,255 | 4,172 | 27.7% | $14.24万 | 加仓 |
| DGRO | ISHARES TR | $64.32万 | 0.08% | 8,487 | 8,487 | — | $64.32万 | 新建仓 |
| BOND | PIMCO ETF TR | $63.52万 | 0.08% | 6,889 | 486 | 7.6% | $4.48万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $61.72万 | 0.08% | 1,424 | 376 | 35.9% | $16.30万 | 加仓 |
| IYW | ISHARES TR | $61.70万 | 0.08% | 2,446 | 1,009 | 70.2% | $25.45万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $60.74万 | 0.08% | 17,600 | -110 | -0.6% | -$3,796 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.33万 | 0.08% | 3,640 | 770 | 26.8% | $12.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $59.95万 | 0.08% | 4,088 | 378 | 10.2% | $5.54万 | 加仓 |
| — | EA SERIES TRUST | $59.02万 | 0.07% | 13,638 | -1,976 | -12.7% | -$8.55万 | 减仓 |
| MTUM | ISHARES TR | $59.01万 | 0.07% | 1,721 | 431 | 33.4% | $14.78万 | 加仓 |
| HD | HOME DEPOT INC | $58.04万 | 0.07% | 1,646 | 33 | 2.0% | $1.16万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $57.39万 | 0.07% | 30,896 | 203 | 0.7% | $3,771 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.95万 | 0.07% | 21,770 | 21,770 | — | $56.95万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $56.74万 | 0.07% | 5,884 | 1,566 | 36.3% | $15.10万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $56.68万 | 0.07% | 9,401 | 9,401 | — | $56.68万 | 新建仓 |
| BGRN | ISHARES TR | $56.20万 | 0.07% | 11,839 | -1,227 | -9.4% | -$5.82万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $55.59万 | 0.07% | 16,427 | 1,356 | 9.0% | $4.59万 | 重新持有 |
| VSGX | VANGUARD WORLD FD | $55.37万 | 0.07% | 6,724 | 6,724 | — | $55.37万 | 新建仓 |
| — | EA SERIES TRUST | $54.72万 | 0.07% | 16,060 | -2,109 | -11.6% | -$7.19万 | 减仓 |
| LLY | ELI LILLY & CO | $54.58万 | 0.07% | 455 | 171 | 60.2% | $20.51万 | 加仓 |