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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $26.39万 | 0.03% | 1,072 | 1,072 | — | $26.39万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $26.36万 | 0.03% | 11,245 | 11,245 | — | $26.36万 | 新建仓 |
| ASML | ASML HLDG NV | $26.26万 | 0.03% | 132 | 132 | — | $26.26万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $25.74万 | 0.03% | 1,668 | 1,668 | — | $25.74万 | 新建仓 |
| MCK | MCKESSON CORP | $25.26万 | 0.03% | 334 | 44 | 15.2% | $3.33万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $25.15万 | 0.03% | 3,331 | 53 | 1.6% | $4,002 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.12万 | 0.03% | 489 | 489 | — | $25.12万 | 新建仓 |
| NYF | ISHARES TR | $25.07万 | 0.03% | 4,650 | 4,650 | — | $25.07万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $24.96万 | 0.03% | 5,288 | 5,288 | — | $24.96万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $24.94万 | 0.03% | 3,709 | -193 | -4.9% | -$1.30万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $24.57万 | 0.03% | 6,276 | 6,276 | — | $24.57万 | 新建仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $24.49万 | 0.03% | 2,969 | 2,969 | — | $24.49万 | 新建仓 |
| TLH | ISHARES TR | $23.94万 | 0.03% | 2,386 | -190 | -7.4% | -$1.91万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.84万 | 0.03% | 4,837 | 4,837 | — | $23.84万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.67万 | 0.03% | 327 | 327 | — | $23.67万 | 新建仓 |
| IBTI | ISHARES TR | $23.53万 | 0.03% | 10,628 | 10,628 | — | $23.53万 | 新建仓 |
| ESML | ISHARES TR | $23.39万 | 0.03% | 4,182 | 4,182 | — | $23.39万 | 新建仓 |
| QCOM | QUALCOMM INC | $23.16万 | 0.03% | 1,254 | 1,254 | — | $23.16万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.84万 | 0.03% | 5,394 | 624 | 13.1% | $2.64万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $22.70万 | 0.03% | 2,291 | 2,291 | — | $22.70万 | 新建仓 |
| BAC | BANK OF AMER CORP | $22.66万 | 0.03% | 3,978 | 3,978 | — | $22.66万 | 新建仓 |
| XEL | XCEL ENERGY INC | $22.57万 | 0.03% | 2,811 | 126 | 4.7% | $1.01万 | 加仓 |
| MINT | PIMCO ETF TR | $22.29万 | 0.03% | 2,211 | 204 | 10.2% | $2.06万 | 加仓 |
| LDUR | PIMCO ETF TR | $22.23万 | 0.03% | 2,325 | 112 | 5.1% | $1.07万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $22.12万 | 0.03% | 722 | 722 | — | $22.12万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $22.10万 | 0.03% | 3,206 | -119 | -3.6% | -$8,203 | 减仓 |
| URI | UNITED RENTALS INC | $21.86万 | 0.03% | 193 | 193 | — | $21.86万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.03% | 2,049 | 2,049 | — | $21.78万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $21.75万 | 0.03% | 1,155 | 1,155 | — | $21.75万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.46万 | 0.03% | 5,918 | 5,918 | — | $21.46万 | 新建仓 |
| NOW | SERVICENOW INC | $21.44万 | 0.03% | 2,160 | 2,160 | — | $21.44万 | 新建仓 |
| KLAC | KLA CORP | $21.06万 | 0.03% | 698 | 698 | — | $21.06万 | 新建仓 |
| OSCV | ETF SER SOLUTIONS | $21.05万 | 0.03% | 4,990 | 4,990 | — | $21.05万 | 新建仓 |
| INFL | LISTED FDS TR | $20.90万 | 0.03% | 4,190 | 4,190 | — | $20.90万 | 新建仓 |
| RTX | RTX CORPORATION | $20.87万 | 0.03% | 1,100 | 1,100 | — | $20.87万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $20.86万 | 0.03% | 8,042 | 8,042 | — | $20.86万 | 新建仓 |
| IAGG | ISHARES TR | $20.75万 | 0.03% | 4,100 | -14,281 | -77.7% | -$72.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.68万 | 0.03% | 205 | 205 | — | $20.68万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $20.62万 | 0.03% | 1,212 | 1,212 | — | $20.62万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.40万 | 0.03% | 576 | 576 | — | $20.40万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $0 | 0.00% | 0 | -117,713 | -100.0% | -$429.65万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -233,715 | -100.0% | -$398.02万 | 清仓 |
| PTL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -12,652 | -100.0% | -$318.45万 | 清仓 |
| NUSC | NUSHARES ETF TR | $0 | 0.00% | 0 | -50,553 | -100.0% | -$229.71万 | 清仓 |
| TPSC | TIMOTHY PLAN | $0 | 0.00% | 0 | -53,729 | -100.0% | -$229.64万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -213,770 | -100.0% | -$199.88万 | 清仓 |
| DMXF | ISHARES TR | $0 | 0.00% | 0 | -24,815 | -100.0% | -$190.16万 | 清仓 |
| NULG | NUSHARES ETF TR | $0 | 0.00% | 0 | -18,684 | -100.0% | -$171.73万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -12,260 | -100.0% | -$126.43万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -18,119 | -100.0% | -$94.96万 | 清仓 |
| BIBL | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -14,768 | -100.0% | -$70.42万 | 清仓 |
| VCEB | VANGUARD WORLD FD | $0 | 0.00% | 0 | -7,944 | -100.0% | -$49.80万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,942 | -100.0% | -$44.86万 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,920 | -100.0% | -$33.24万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,204 | -100.0% | -$30.34万 | 清仓 |
| PWR | QUANTA SVCS INC | $0 | 0.00% | 0 | -389 | -100.0% | -$21.79万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,620 | -100.0% | -$21.33万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,100 | -100.0% | -$20.07万 | 清仓 |