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XY Planning Network, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
XY Planning Network, Inc.
报告期 2026-03-31 · CIK 0001873438
持仓数
273
前50大市值合计
$421.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 72
增持 74
减持 3
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$16.7M
68,911
+347%
增持
SPY
SPDR S&P 500 ETF TR
+$7.2M
12,078
+2531%
增持
IVV
ISHARES TR
+$6.1M
13,058
+262%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VOO
VANGUARD INDEX FDS
+$4.5M
10,117
+319%
建仓
—
TWO RDS SHARED TR
+$4.5M
236,807
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.4M
456,678
+16%
建仓
MOAT
VANECK ETF TRUST
+$3.3M
34,696
增持
VXUS
VANGUARD STAR FDS
+$3.1M
55,998
+338%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
133,205
+45%
建仓
DXJ
WISDOMTREE TR
+$2.6M
22,837
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.5M
67,117
+104%
建仓
—
TWO RDS SHARED TR
+$2.4M
260,163
增持
SPMD
SPDR SERIES TRUST
+$2.3M
82,593
+97%
增持
AAPL
APPLE INC
+$2.3M
17,055
+222%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.3M
143,039
+110%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.1M
64,364
+201%
建仓
CME
CME GROUP INC
+$2.1M
7,475
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.1M
119,352
+24%
建仓
VGT
VANGUARD WORLD FD
+$2.0M
3,011
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.9M
53,912
+142%
建仓
ACWV
ISHARES INC
+$1.8M
15,100
增持
VTIP
VANGUARD MALVERN FDS
+$1.8M
82,976
+72%
增持
QQQ
INVESCO QQQ TR
+$1.6M
3,489
+346%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
12,078
+19%
建仓
REET
ISHARES TR
+$1.4M
58,651
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.4M
137,431
+37%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.4M
13,238
+366%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
34,586
+91%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.3M
180,535
+16%
建仓
SCHA
SCHWAB STRATEGIC TR
+$1.2M
47,856
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.1M
4,740
增持
NVDA
NVIDIA CORPORATION
+$1.1M
15,505
+25%
建仓
MUB
ISHARES TR
+$1.1M
10,570
增持
DUSB
DIMENSIONAL ETF TRUST
+$1.1M
34,825
+161%
增持
IWV
ISHARES TR
+$1.1M
8,613
+40%
建仓
ITOT
ISHARES TR
+$1.0M
7,563
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0M
101,344
+15%
增持
DFAT
DIMENSIONAL ETF TRUST
+$943.8K
56,848
+38%
增持
SGOV
ISHARES TR
+$934.9K
15,886
+141%
增持
DFSD
DIMENSIONAL ETF TRUST
+$877.8K
69,337
+34%
建仓
ESGD
ISHARES TR
+$862.7K
9,669
增持
UYLD
ANGEL OAK FUNDS TRUST
+$839.9K
43,500
+61%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$835.5K
1,720
建仓
XLV
SELECT SECTOR SPDR TR
+$825.1K
6,121
增持
DFSU
DIMENSIONAL ETF TRUST
+$818.4K
27,907
+261%
建仓
RLY
SSGA ACTIVE ETF TR
+$813.7K
27,972
建仓
ESGU
ISHARES TR
+$810.0K
5,987
建仓
MDYG
SPDR SERIES TRUST
+$780.4K
8,983
增持
DFCF
DIMENSIONAL ETF TRUST
+$740.4K
227,250
+8%
建仓
VBK
VANGUARD INDEX FDS
+$739.4K
2,670
增持
AVUS
AMERICAN CENTY ETF TR
+$725.2K
20,298
+42%
增持
DISV
DIMENSIONAL ETF TRUST
+$722.1K
81,282
+21%
增持
AMZN
AMAZON COM INC
+$709.4K
6,548
+71%
建仓
SPTI
SPDR SERIES TRUST
+$706.6K
24,559
建仓
VUSB
VANGUARD BD INDEX FDS
+$705.9K
14,156
建仓
VOE
VANGUARD INDEX FDS
+$679.1K
4,129
增持
TPSC
TIMOTHY PLAN
+$662.6K
44,373
+56%
建仓
JPM
JPMORGAN CHASE & CO.
+$656.3K
2,264
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$638.1K
30,856
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$624.0K
31,970
增持
EMXC
ISHARES INC
+$607.5K
26,226
+38%
建仓
BIL
SPDR SERIES TRUST
+$606.7K
6,614
增持
MSFT
MICROSOFT CORP
+$606.1K
1,754
+147%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$583.5K
29,694
建仓
COST
COSTCO WHSL CORP NEW
+$549.7K
555
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$508.0K
24,792
建仓
ORCL
ORACLE CORP
+$496.5K
2,271
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$496.0K
11,287
+69%
增持
SPSM
SPDR SERIES TRUST
+$492.9K
30,903
+53%
增持
AVUV
AMERICAN CENTY ETF TR
+$481.7K
24,764
+22%
建仓
VPLS
VANGUARD MALVERN FDS
+$480.6K
6,177
建仓
PG
PROCTER AND GAMBLE CO
+$475.9K
2,987
建仓
DFAU
DIMENSIONAL ETF TRUST
+$463.4K
10,940
增持
AVGO
BROADCOM INC
+$459.4K
3,552
+14%
增持
QMOM
EA SERIES TRUST
+$455.3K
16,060
+62%
建仓
GOOGL
ALPHABET INC
+$454.6K
2,579
增持
DCOR
DIMENSIONAL ETF TRUST
+$446.9K
13,178
+86%
建仓
WM
WASTE MGMT INC DEL
+$437.0K
1,910
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$436.6K
8,359
增持
VV
VANGUARD INDEX FDS
+$421.4K
2,469
+124%
增持
NUSC
NUSHARES ETF TR
+$420.0K
46,146
+21%
增持
DFEM
DIMENSIONAL ETF TRUST
+$413.0K
107,424
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$412.6K
20,588
+85%
增持
QVAL
EA SERIES TRUST
+$408.7K
21,627
+70%
建仓
TGRW
T ROWE PRICE ETF INC
+$407.2K
9,686
增持
DFAI
DIMENSIONAL ETF TRUST
+$404.8K
30,725
+46%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$395.8K
8,411
建仓
IWP
ISHARES TR
+$394.3K
2,843
建仓
SPTS
SPDR SERIES TRUST
+$383.8K
13,103
建仓
DFSB
DIMENSIONAL ETF TRUST
+$369.8K
7,053
增持
PTL
NORTHERN LTS FD TR IV
+$361.9K
10,555
+5%
建仓
JNJ
JOHNSON & JOHNSON
+$358.7K
2,348
增持
DFNM
DIMENSIONAL ETF TRUST
+$356.4K
17,674
+74%
建仓
FRDM
EA SERIES TRUST
+$355.6K
8,801
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$348.2K
0
-100%
增持
ESGE
ISHARES INC
+$345.4K
41,069
+14%
建仓
IEFA
ISHARES TR
+$338.9K
4,060
建仓
META
META PLATFORMS INC
+$335.3K
454
建仓
GLDM
WORLD GOLD TR
+$326.9K
4,990
增持
PTLC
PACER FDS TR
+$326.4K
14,877
+79%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$324.8K
8,396
建仓
DUHP
DIMENSIONAL ETF TRUST
+$317.9K
8,941
建仓
HD
HOME DEPOT INC
+$312.8K
853
增持
VBR
VANGUARD INDEX FDS
+$297.0K
2,655
+124%
建仓
SMLF
ISHARES TR
+$294.4K
4,333
建仓
DFEV
DIMENSIONAL ETF TRUST
+$290.5K
9,687
增持
IJR
ISHARES TR
+$288.3K
11,312
+25%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$287.9K
1,025
增持
AVEM
AMERICAN CENTY ETF TR
+$285.2K
7,745
+90%
建仓
CAT
CATERPILLAR INC
+$281.8K
726
建仓
IWY
ISHARES TR
+$278.8K
1,131
增持
NULG
NUSHARES ETF TR
+$276.6K
15,446
+3%
建仓
TSLA
TESLA INC
+$269.7K
849
建仓
IVE
ISHARES TR
+$265.9K
1,361
建仓
XLP
SELECT SECTOR SPDR TR
+$254.9K
3,149
建仓
BOXX
EA SERIES TRUST
+$254.2K
2,256
建仓
IWB
ISHARES TR
+$252.0K
742
增持
USMV
ISHARES TR
+$245.0K
7,226
+56%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$238.2K
6,045
增持
IMOM
EA SERIES TRUST
+$236.7K
14,651
+58%
增持
HIDE
EA SERIES TRUST
+$235.3K
32,867
+46%
建仓
MS
MORGAN STANLEY
+$233.7K
1,659
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$231.5K
3,782
建仓
IYW
ISHARES TR
+$228.7K
1,320
增持
DFGP
DIMENSIONAL ETF TRUST
+$227.1K
25,264
+17%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$220.8K
8,901
建仓
EFA
ISHARES TR
+$220.2K
2,464
建仓
SPSB
SPDR SERIES TRUST
+$220.0K
7,287
建仓
NFLX
NETFLIX INC
+$212.9K
159
建仓
DFAR
DIMENSIONAL ETF TRUST
+$212.9K
9,073
建仓
AVNM
AMERICAN CENTY ETF TR
+$211.9K
3,244
建仓
UJAN
INNOVATOR ETFS TRUST
+$208.5K
5,153
增持
V
VISA INC
+$208.0K
1,395
+70%
增持
IGSB
ISHARES TR
+$207.1K
24,794
+18%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$204.6K
4,175
增持
IVAL
EA SERIES TRUST
+$202.3K
16,802
+61%
建仓
BSV
VANGUARD BD INDEX FDS
+$201.9K
2,566
增持
IJH
ISHARES TR
+$176.9K
15,541
+15%
减持
AVDV
AMERICAN CENTY ETF TR
+$167.1K
60,623
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$158.2K
49,563
+20%
增持
UNH
UNITEDHEALTH GROUP INC
-$156.9K
754
+1%
减持
DFGR
DIMENSIONAL ETF TRUST
-$156.6K
189,126
-5%
增持
VTV
VANGUARD INDEX FDS
+$156.1K
5,848
+15%
增持
SCHR
SCHWAB STRATEGIC TR
+$139.4K
15,867
+53%
增持
DFAS
DIMENSIONAL ETF TRUST
+$132.9K
5,698
+48%
增持
CAOS
EA SERIES TRUST
+$127.9K
4,226
+50%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$115.4K
4,207
-17%
增持
USFR
WISDOMTREE TR
+$114.9K
24,947
+10%
增持
AVES
AMERICAN CENTY ETF TR
+$105.3K
6,077
+30%
增持
GOOG
ALPHABET INC
+$102.9K
2,165
+20%
