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 |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | $54.55万 | 0.07% | 10,768 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $54.02万 | 0.07% | 6,538 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $52.83万 | 0.07% | 8,691 | 8,691 | — | $52.83万 | 新建仓 |
| IEF | ISHARES TR | $52.60万 | 0.07% | 5,562 | -837 | -13.1% | -$7.92万 | 减仓 |
| WFC | WELLS FARGO & CO | $51.66万 | 0.06% | 6,252 | 673 | 12.1% | $5.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.11万 | 0.06% | 1,686 | 351 | 26.3% | $10.64万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $51.07万 | 0.06% | 9,758 | -13,406 | -57.9% | -$70.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.76万 | 0.06% | 2,145 | 394 | 22.5% | $9.32万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $50.71万 | 0.06% | 14,855 | 14,855 | — | $50.71万 | 新建仓 |
| IBDU | ISHARES TR | $50.68万 | 0.06% | 21,882 | 21,882 | — | $50.68万 | 新建仓 |
| WTV | WISDOMTREE TR | $50.47万 | 0.06% | 4,961 | 307 | 6.6% | $3.12万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $49.33万 | 0.06% | 10,202 | 10,202 | — | $49.33万 | 新建仓 |
| MS | MORGAN STANLEY | $49.27万 | 0.06% | 2,357 | 297 | 14.4% | $6.21万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $48.62万 | 0.06% | 13,880 | 13,880 | — | $48.62万 | 新建仓 |
| GDE | WISDOMTREE TR | $48.31万 | 0.06% | 7,908 | 68 | 0.9% | $4,154 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $48.09万 | 0.06% | 5,809 | 969 | 20.0% | $8.02万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $47.87万 | 0.06% | 10,227 | 5,098 | 99.4% | $23.86万 | 加仓 |
| QUAL | ISHARES TR | $47.68万 | 0.06% | 2,173 | -9,527 | -81.4% | -$209.05万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $47.58万 | 0.06% | 4,730 | 4,730 | — | $47.58万 | 新建仓 |
| DE | DEERE & CO | $47.46万 | 0.06% | 748 | 36 | 5.1% | $2.28万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $45.43万 | 0.06% | 19,186 | 939 | 5.1% | $2.22万 | 加仓 |
| IWB | ISHARES TR | $43.99万 | 0.06% | 1,074 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $43.73万 | 0.05% | 2,987 | -36 | -1.2% | -$5,271 | 减仓 |
| IWS | ISHARES TR | $43.55万 | 0.05% | 2,646 | 44 | 1.7% | $7,242 | 加仓 |
| IDV | ISHARES TR | $43.32万 | 0.05% | 10,456 | 709 | 7.3% | $2.94万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $43.08万 | 0.05% | 16,933 | 8,361 | 97.5% | $21.27万 | 加仓 |
| EFA | ISHARES TR | $42.33万 | 0.05% | 4,075 | 775 | 23.5% | $8.05万 | 加仓 |
| ORCL | ORACLE CORP | $42.03万 | 0.05% | 2,868 | 190 | 7.1% | $2.78万 | 加仓 |
| IBTK | ISHARES TR | $41.83万 | 0.05% | 21,407 | 21,407 | — | $41.83万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $41.45万 | 0.05% | 443 | -222 | -33.4% | -$20.77万 | 减仓 |
| MCD | MCDONALDS CORP | $41.25万 | 0.05% | 1,526 | 34 | 2.3% | $9,191 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.07万 | 0.05% | 6,964 | 47 | 0.7% | $2,772 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $40.54万 | 0.05% | 7,578 | 7,578 | — | $40.54万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $40.40万 | 0.05% | 5,267 | 2,257 | 75.0% | $17.31万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $40.31万 | 0.05% | 7,999 | 7,999 | — | $40.31万 | 新建仓 |
| EFG | ISHARES TR | $40.11万 | 0.05% | 3,224 | 485 | 17.7% | $6.03万 | 加仓 |
| LQD | ISHARES TR | $39.82万 | 0.05% | 3,651 | -6 | -0.2% | -$654 | 减仓 |
| VO | VANGUARD INDEX FDS | $39.59万 | 0.05% | 4,913 | 1,681 | 52.0% | $13.54万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $39.57万 | 0.05% | 10,734 | 849 | 8.6% | $3.13万 | 加仓 |
| EFV | ISHARES TR | $39.48万 | 0.05% | 5,157 | -31,102 | -85.8% | -$238.09万 | 减仓 |
| KO | COCA COLA CO | $39.42万 | 0.05% | 4,850 | 1,718 | 54.9% | $13.96万 | 加仓 |
| GCC | WISDOMTREE TR | $39.22万 | 0.05% | 17,315 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.12万 | 0.05% | 7,722 | 7,722 | — | $39.12万 | 新建仓 |
| IBTL | ISHARES TR | $38.29万 | 0.05% | 18,964 | 18,964 | — | $38.29万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $38.25万 | 0.05% | 1,339 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $37.91万 | 0.05% | 12,881 | 12,881 | — | $37.91万 | 新建仓 |
| GLD | SPDR GOLD TR | $37.91万 | 0.05% | 1,029 | -398 | -27.9% | -$14.66万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $37.49万 | 0.05% | 533 | -1 | -0.2% | -$703 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.30万 | 0.05% | 751 | 751 | — | $37.30万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $37.30万 | 0.05% | 6,823 | 12 | 0.2% | $656 | 加仓 |
| IBTJ | ISHARES TR | $37.29万 | 0.05% | 17,225 | 17,225 | — | $37.29万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $37.17万 | 0.05% | 1,099 | 101 | 10.1% | $3.42万 | 加仓 |
| AGG | ISHARES TR | $36.98万 | 0.05% | 3,736 | -391 | -9.5% | -$3.87万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $36.75万 | 0.05% | 7,053 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $36.66万 | 0.05% | 7,962 | 2,439 | 44.2% | $11.23万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $36.40万 | 0.05% | 11,890 | 1,057 | 9.8% | $3.24万 | 加仓 |
| SUSC | ISHARES TR | $36.11万 | 0.05% | 15,596 | 1,218 | 8.5% | $2.82万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $36.05万 | 0.05% | 9,343 | 9,343 | — | $36.05万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $35.98万 | 0.05% | 3,963 | 203 | 5.4% | $1.84万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $35.87万 | 0.04% | 7,911 | 339 | 4.5% | $1.54万 | 加仓 |
| DGRW | WISDOMTREE TR | $35.67万 | 0.04% | 3,730 | 3,730 | — | $35.67万 | 新建仓 |
| IBDV | ISHARES TR | $35.66万 | 0.04% | 16,357 | 16,357 | — | $35.66万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $35.57万 | 0.04% | 4,282 | 1,517 | 54.9% | $12.60万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $35.56万 | 0.04% | 7,042 | -1,329 | -15.9% | -$6.71万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $35.53万 | 0.04% | 7,732 | 7,732 | — | $35.53万 | 新建仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $35.45万 | 0.04% | 7,428 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $35.44万 | 0.04% | 2,758 | 524 | 23.5% | $6.73万 | 加仓 |
| AAEQ | EA SERIES TRUST | $35.13万 | 0.04% | 6,605 | -1,896 | -22.3% | -$10.08万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $34.94万 | 0.04% | 8,438 | 8,438 | — | $34.94万 | 新建仓 |
| ABBV | ABBVIE INC | $34.82万 | 0.04% | 1,384 | 55 | 4.1% | $1.38万 | 加仓 |
| IMCG | ISHARES TR | $34.43万 | 0.04% | 3,503 | 3,503 | — | $34.43万 | 新建仓 |
| ACIO | ETF SER SOLUTIONS | $34.26万 | 0.04% | 7,425 | 257 | 3.6% | $1.19万 | 加仓 |
| IWY | ISHARES TR | $34.15万 | 0.04% | 1,175 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $34.03万 | 0.04% | 2,897 | 2,897 | — | $34.03万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $33.91万 | 0.04% | 3,801 | 3,801 | — | $33.91万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $33.81万 | 0.04% | 7,924 | 7,924 | — | $33.81万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $33.62万 | 0.04% | 6,273 | 251 | 4.2% | $1.35万 | 加仓 |
| STOT | SSGA ACTIVE TR | $33.38万 | 0.04% | 7,094 | 532 | 8.1% | $2.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.47万 | 0.04% | 559 | 559 | — | $32.47万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $32.44万 | 0.04% | 19,487 | 222 | 1.2% | $3,695 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $32.39万 | 0.04% | 19,767 | 231 | 1.2% | $3,785 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $32.36万 | 0.04% | 3,928 | 143 | 3.8% | $1.18万 | 加仓 |
| TXUE | THORNBURG ETF TR | $32.17万 | 0.04% | 9,318 | 9,318 | — | $32.17万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $31.86万 | 0.04% | 6,300 | -17,509 | -73.5% | -$88.55万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.84万 | 0.04% | 5,845 | 5,845 | — | $30.84万 | 新建仓 |
| INTC | INTEL CORP | $30.37万 | 0.04% | 2,175 | 2,175 | — | $30.37万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $30.19万 | 0.04% | 4,931 | -28,332 | -85.2% | -$173.48万 | 重新持有 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $29.41万 | 0.04% | 2,923 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $29.05万 | 0.04% | 7,347 | 7,347 | — | $29.05万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.94万 | 0.04% | 606 | 606 | — | $28.94万 | 新建仓 |
| TFC | TRUIST FINL CORP | $28.53万 | 0.04% | 5,726 | 5,726 | — | $28.53万 | 新建仓 |
| IAU | ISHARES GOLD TR | $28.24万 | 0.04% | 3,740 | 474 | 14.5% | $3.58万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.21万 | 0.04% | 8,473 | 1,719 | 25.5% | $5.72万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $28.10万 | 0.04% | 3,831 | 3,831 | — | $28.10万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $27.51万 | 0.03% | 12,331 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $27.43万 | 0.03% | 12,260 | 12,260 | — | $27.43万 | 新建仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $27.21万 | 0.03% | 6,257 | -2,139 | -25.5% | -$9.30万 | 减仓 |
| IDUB | ETF SER SOLUTIONS | $27.07万 | 0.03% | 9,849 | 122 | 1.3% | $3,353 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $26.70万 | 0.03% | 4,736 | 111 | 2.4% | $6,257 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $26.41万 | 0.03% | 3,490 | 3,490 | — | $26.41万 | 新建仓 |