Xena Financial Planning, LLC
PORTLAND OR · SEC CIK 0002101744
$8,862.04万2026Q1 申报市值
33持仓数
79.6%前十大占比 · 第一大 16.1%
0 / 1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
SUSL 加仓+$206.23万
EUSB 加仓+$92.35万
IAGG 加仓+$79.39万
IUSB 加仓+$67.62万
VOO 加仓+$57.26万
2026Q1 卖出最多 按季末市值估算
RBLX 清仓-$23.72万
VTI 减仓-$16.75万
EAGG 减仓-$12.03万
MSFT 减仓-$11.70万
ESGU 减仓-$9.29万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,424.03万 | 16.07% | 23,800 | 957 | 4.2% | $57.26万 | 加仓 |
| AAPL | APPLE INC | $950.70万 | 10.73% | 37,460 | 1,176 | 3.2% | $29.85万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $948.48万 | 10.70% | 207,551 | 274 | 0.1% | $1.25万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $680.75万 | 7.68% | 136,450 | 916 | 0.7% | $4.57万 | 加仓 |
| SUSL | ISHARES TR | $680.23万 | 7.68% | 59,878 | 18,154 | 43.5% | $206.23万 | 加仓 |
| IUSB | ISHARES TR | $644.24万 | 7.27% | 139,477 | 14,640 | 11.7% | $67.62万 | 加仓 |
| ESGD | ISHARES TR | $629.72万 | 7.11% | 65,857 | 4,560 | 7.4% | $43.60万 | 加仓 |
| IAGG | ISHARES TR | $495.30万 | 5.59% | 98,980 | 15,866 | 19.1% | $79.39万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $319.66万 | 3.61% | 15,514 | 55 | 0.4% | $1.13万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $284.17万 | 3.21% | 60,505 | 644 | 1.1% | $3.02万 | 加仓 |
| FRDM | EA SERIES TRUST | $244.36万 | 2.76% | 44,714 | 1,325 | 3.1% | $7.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $230.79万 | 2.60% | 7,194 | -522 | -6.8% | -$16.75万 | 减仓 |
| EUSB | ISHARES TR | $198.75万 | 2.24% | 45,690 | 21,230 | 86.8% | $92.35万 | 加仓 |
| NUSC | NUSHARES ETF TR | $182.48万 | 2.06% | 40,496 | 9,146 | 29.2% | $41.21万 | 加仓 |
| MUB | ISHARES TR | $132.50万 | 1.50% | 12,482 | 564 | 4.7% | $5.99万 | 加仓 |
| ESGU | ISHARES TR | $120.50万 | 1.36% | 8,521 | -657 | -7.2% | -$9.29万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $111.71万 | 1.26% | 9,950 | -44 | -0.4% | -$4,940 | 减仓 |
| MSFT | MICROSOFT CORP | $59.45万 | 0.67% | 1,606 | -316 | -16.4% | -$11.70万 | 减仓 |
| ESGE | ISHARES INC | $52.92万 | 0.60% | 11,638 | -1,392 | -10.7% | -$6.33万 | 减仓 |
| EAGG | ISHARES TR | $52.40万 | 0.59% | 11,020 | -2,529 | -18.7% | -$12.03万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $50.10万 | 0.57% | 10,427 | -594 | -5.4% | -$2.85万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.87万 | 0.48% | 3,099 | 625 | 25.3% | $8.65万 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $37.78万 | 0.43% | 7,593 | -106 | -1.4% | -$5,274 | 减仓 |
| IVV | ISHARES TR | $36.19万 | 0.41% | 554 | 20 | 3.7% | $1.31万 | 加仓 |
| AOM | ISHARES TR | $32.97万 | 0.37% | 6,960 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $32.49万 | 0.37% | 678 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.55万 | 0.34% | 1,065 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $30.28万 | 0.34% | 6,440 | -1,968 | -23.4% | -$9.25万 | 减仓 |
| META | META PLATFORMS INC | $29.29万 | 0.33% | 512 | 131 | 34.4% | $7.49万 | 加仓 |
| AVGO | BROADCOM INC | $25.16万 | 0.28% | 813 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $24.90万 | 0.28% | 1,428 | -107 | -7.0% | -$1.87万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $23.65万 | 0.27% | 3,297 | -67 | -2.0% | -$4,806 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.66万 | 0.26% | 9,154 | -999 | -9.8% | -$2.47万 | 减仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -2,927 | -100.0% | -$23.72万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |