Xena Financial Planning, LLC
PORTLAND OR · SEC CIK 0002101744
$1.04亿2026Q2 申报市值
38持仓数
77.3%前十大占比 · 第一大 15.3%
4 / 0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
SUSL 加仓+$139.09万
EUSB 加仓+$134.60万
ESGD 加仓+$95.42万
IVV 加仓+$85.92万
SGOV 新建仓+$45.13万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$40.59万
AAPL 减仓-$24.94万
ESGU 减仓-$13.11万
ESML 减仓-$11.30万
META 减仓-$8.11万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $20.73万 | 0.20% | 368 | -144 | -28.1% | -$8.11万 | 减仓 |
| VB | VANGUARD INDEX FDS | $20.76万 | 0.20% | 685 | 685 | — | $20.76万 | 新建仓 |
| ITOT | ISHARES TR | $22.26万 | 0.21% | 1,355 | 0 | 0.0% | — | 重新持有 |
| GOOGL | ALPHABET INC | $22.35万 | 0.21% | 625 | 625 | — | $22.35万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.18万 | 0.22% | 8,368 | -786 | -8.6% | -$2.18万 | 减仓 |
| ESML | ISHARES TR | $24.72万 | 0.24% | 4,420 | -2,020 | -31.4% | -$11.30万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $27.61万 | 0.26% | 3,353 | 56 | 1.7% | $4,611 | 加仓 |
| NVDA | NVIDIA CORPORATION | $28.57万 | 0.27% | 1,428 | 0 | 0.0% | — | 不变 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $30.34万 | 0.29% | 6,015 | -1,578 | -20.8% | -$7.96万 | 减仓 |
| AVGO | BROADCOM INC | $30.71万 | 0.29% | 813 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.93万 | 0.33% | 678 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $34.72万 | 0.33% | 6,960 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $37.63万 | 0.36% | 1,065 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.57万 | 0.39% | 2,585 | -514 | -16.6% | -$8.07万 | 减仓 |
| IEFA | ISHARES TR | $44.48万 | 0.43% | 4,605 | 4,605 | — | $44.48万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $44.88万 | 0.43% | 9,267 | -1,160 | -11.1% | -$5.62万 | 减仓 |
| SGOV | ISHARES TR | $45.13万 | 0.43% | 4,483 | 4,483 | — | $45.13万 | 新建仓 |
| EAGG | ISHARES TR | $45.34万 | 0.44% | 9,564 | -1,456 | -13.2% | -$6.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $53.76万 | 0.52% | 1,441 | -165 | -10.3% | -$6.16万 | 减仓 |
| ESGE | ISHARES INC | $57.19万 | 0.55% | 10,458 | -1,180 | -10.1% | -$6.45万 | 减仓 |
| ESGU | ISHARES TR | $126.35万 | 1.21% | 7,720 | -801 | -9.4% | -$13.11万 | 减仓 |
| IVV | ISHARES TR | $127.42万 | 1.22% | 1,701 | 1,147 | 207.0% | $85.92万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $133.78万 | 1.28% | 10,117 | 167 | 1.7% | $2.21万 | 加仓 |
| MUB | ISHARES TR | $147.87万 | 1.42% | 13,740 | 1,258 | 10.1% | $13.54万 | 加仓 |
| NUSC | NUSHARES ETF TR | $229.15万 | 2.20% | 43,965 | 3,469 | 8.6% | $18.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $266.33万 | 2.56% | 7,197 | 3 | 0.0% | $1,110 | 加仓 |
| FRDM | EA SERIES TRUST | $318.92万 | 3.06% | 43,748 | -966 | -2.2% | -$7.04万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $322.81万 | 3.10% | 62,343 | 1,838 | 3.0% | $9.52万 | 加仓 |
| EUSB | ISHARES TR | $333.13万 | 3.20% | 76,669 | 30,979 | 67.8% | $134.60万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $393.82万 | 3.78% | 15,995 | 481 | 3.1% | $11.84万 | 加仓 |
| IAGG | ISHARES TR | $529.94万 | 5.08% | 104,732 | 5,752 | 5.8% | $29.11万 | 加仓 |
| IUSB | ISHARES TR | $682.42万 | 6.55% | 147,870 | 8,393 | 6.0% | $38.73万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $702.69万 | 6.74% | 138,926 | 2,476 | 1.8% | $12.52万 | 加仓 |
| ESGD | ISHARES TR | $772.49万 | 7.41% | 75,138 | 9,281 | 14.1% | $95.42万 | 加仓 |
| SUSL | ISHARES TR | $934.04万 | 8.96% | 70,355 | 10,477 | 17.5% | $139.09万 | 加仓 |
| AAPL | APPLE INC | $1,059.01万 | 10.16% | 36,598 | -862 | -2.3% | -$24.94万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,060.62万 | 10.18% | 210,482 | 2,931 | 1.4% | $14.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,594.03万 | 15.29% | 23,209 | -591 | -2.5% | -$40.59万 | 减仓 |