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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 66
增持 71
减持 10
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$20.0M
917,707
+101%
增持
VOO
VANGUARD INDEX FDS
+$19.6M
40,432
+300%
增持
VTI
VANGUARD INDEX FDS
+$17.5M
114,709
+66%
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
DFIC
DIMENSIONAL ETF TRUST
+$10.9M
478,664
+165%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.1M
251,855
+89%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$6.6M
203,212
+216%
增持
VXUS
VANGUARD STAR FDS
+$6.6M
138,955
+148%
增持
DCOR
DIMENSIONAL ETF TRUST
+$6.2M
96,059
+629%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.7M
186,690
+56%
增持
SPMD
SPDR SERIES TRUST
+$5.2M
167,277
+103%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.9M
58,488
+418%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.7M
239,806
+123%
增持
SPTI
SPDR SERIES TRUST
+$4.7M
188,809
+669%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$4.6M
198,341
增持
NVDA
NVIDIA CORPORATION
+$4.2M
35,735
+130%
建仓
DYNF
BLACKROCK ETF TRUST
+$3.7M
61,222
增持
SPSM
SPDR SERIES TRUST
+$3.6M
105,459
+241%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$3.5M
47,251
建仓
SPYG
SPDR SERIES TRUST
+$3.5M
32,440
增持
AAPL
APPLE INC
+$3.4M
25,550
+50%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.4M
106,107
+58%
建仓
SPYM
SPDR SERIES TRUST
+$3.4M
41,795
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.2M
152,745
+51%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.1M
310,046
+64%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$3.0M
65,969
建仓
IVW
ISHARES TR
+$3.0M
24,142
增持
VTIP
VANGUARD MALVERN FDS
+$2.9M
143,100
+72%
增持
IVE
ISHARES TR
+$2.9M
14,819
+989%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.6M
77,012
+761%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.6M
97,506
+81%
增持
SPY
SPDR S&P 500 ETF TR
+$2.5M
14,610
+21%
增持
MUNI
PIMCO ETF TR
+$2.4M
187,252
+30%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.3M
63,865
+85%
建仓
SCHO
SCHWAB STRATEGIC TR
+$2.3M
93,634
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.2M
27,941
+111%
建仓
EFV
ISHARES TR
+$2.2M
30,946
增持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
105,123
+595%
建仓
QUAL
ISHARES TR
+$2.1M
10,796
建仓
FLOT
ISHARES TR
+$2.1M
41,926
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$2.0M
33,263
建仓
IUSB
ISHARES TR
+$1.9M
41,818
建仓
IEMG
ISHARES INC
+$1.9M
28,931
增持
VUSB
VANGUARD BD INDEX FDS
+$1.9M
51,465
+264%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.8M
268,242
+18%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
14,346
+19%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
13,983
+139%
建仓
EUSA
ISHARES INC
+$1.6M
15,463
增持
REET
ISHARES TR
+$1.6M
120,869
+106%
建仓
IHDG
WISDOMTREE TR
+$1.5M
31,768
减持
VGT
VANGUARD WORLD FD
-$1.5M
619
-79%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.5M
2
增持
USMV
ISHARES TR
+$1.5M
22,742
+215%
增持
GOOG
ALPHABET INC
+$1.4M
5,844
+170%
增持
ITOT
ISHARES TR
+$1.4M
16,494
+118%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.4M
75,480
增持
SGOV
ISHARES TR
+$1.3M
29,218
+84%
建仓
XTEN
BONDBLOXX ETF TRUST
+$1.3M
27,916
建仓
ISTB
ISHARES TR
+$1.3M
25,960
减持
IVV
ISHARES TR
-$1.2M
10,021
-23%
建仓
SPGM
SPDR INDEX SHS FDS
+$1.2M
16,195
增持
AVEM
AMERICAN CENTY ETF TR
+$1.2M
22,985
+197%
建仓
BAI
BLACKROCK ETF TRUST
+$1.2M
36,418
建仓
USHY
ISHARES TR
+$1.2M
32,385
增持
AVDV
AMERICAN CENTY ETF TR
+$1.2M
63,728
+5%
建仓
THRO
BLACKROCK ETF TRUST
+$1.1M
29,812
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.1M
80,317
+224%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
89,258
+80%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.0M
81,922
+176%
减持
MOAT
VANECK ETF TRUST
-$1.0M
21,650
-38%
建仓
BINC
BLACKROCK ETF TRUST II
+$992.3K
18,804
增持
CME
CME GROUP INC
+$974.0K
11,112
+49%
增持
PTLC
PACER FDS TR
+$962.8K
30,909
+108%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$954.2K
7,997
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$953.7K
56,366
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$953.7K
80,600
+152%
增持
DFSU
DIMENSIONAL ETF TRUST
+$940.8K
46,884
+68%
建仓
WMT
WALMART INC
+$911.5K
8,182
建仓
MBB
ISHARES TR
+$908.3K
9,539
增持
GOOGL
ALPHABET INC
+$896.8K
4,317
+67%
增持
DFAU
DIMENSIONAL ETF TRUST
+$879.8K
28,701
+162%
建仓
GDE
WISDOMTREE TR
+$847.6K
13,755
建仓
SMMV
ISHARES TR
+$841.7K
19,426
建仓
SHY
ISHARES TR
+$822.9K
9,936
增持
DFAS
DIMENSIONAL ETF TRUST
+$784.9K
16,477
+189%
增持
VPLS
VANGUARD MALVERN FDS
+$783.1K
16,177
+162%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$750.9K
13,118
建仓
DFIV
DIMENSIONAL ETF TRUST
+$744.5K
14,919
建仓
DUK
DUKE ENERGY CORP NEW
+$737.6K
6,293
增持
DFUV
DIMENSIONAL ETF TRUST
+$684.2K
33,370
+62%
增持
EMXC
ISHARES INC
+$672.8K
32,041
+22%
建仓
IEF
ISHARES TR
+$658.7K
6,850
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$638.1K
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$637.5K
30,636
+73%
建仓
IAGG
ISHARES TR
+$628.7K
12,572
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$628.6K
12,426
增持
MSFT
MICROSOFT CORP
+$595.0K
3,034
+73%
建仓
MO
ALTRIA GROUP INC
+$588.4K
10,204
建仓
XSOE
WISDOMTREE TR
+$570.0K
14,607
增持
DFGP
DIMENSIONAL ETF TRUST
+$557.3K
35,768
+42%
增持
AVGO
BROADCOM INC
+$530.3K
4,361
+23%
减持
—
TWO RDS SHARED TR
-$525.3K
233,715
-1%
增持
MUB
ISHARES TR
+$523.2K
15,195
+44%
建仓
BOND
PIMCO ETF TR
+$498.8K
5,359
建仓
OEF
ISHARES TR
+$481.6K
1,404
建仓
PM
PHILIP MORRIS INTL INC
+$469.9K
2,929
建仓
SCHH
SCHWAB STRATEGIC TR
+$460.4K
22,040
建仓
SHLD
GLOBAL X FDS
+$450.0K
6,946
增持
DFAI
DIMENSIONAL ETF TRUST
+$442.2K
39,474
+28%
建仓
MCD
MCDONALDS CORP
+$441.6K
1,445
清仓
JPLD
J P MORGAN EXCHANGE TRADED F
-$436.6K
0
-100%
减持
DISV
DIMENSIONAL ETF TRUST
-$434.1K
58,971
-27%
减持
DFSV
DIMENSIONAL ETF TRUST
+$430.3K
141,075
-1%
建仓
AAEQ
EA SERIES TRUST
+$419.4K
8,501
增持
TPIF
TIMOTHY PLAN
+$410.0K
106,984
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$402.0K
2,462
+43%
增持
GLDM
WORLD GOLD TR
+$385.0K
8,340
+67%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$371.1K
6,193
建仓
DGCB
DIMENSIONAL ETF TRUST
+$366.6K
6,759
建仓
DFAE
DIMENSIONAL ETF TRUST
+$361.9K
11,112
建仓
GCC
WISDOMTREE TR
+$361.8K
17,109
增持
BGRN
ISHARES TR
+$360.3K
12,873
+139%
建仓
NEAR
ISHARES U S ETF TR
+$360.2K
7,048
减持
DFAX
DIMENSIONAL ETF TRUST
+$359.1K
134,294
-2%
减持
—
TWO RDS SHARED TR
-$345.9K
220,753
-15%
建仓
BIV
VANGUARD BD INDEX FDS
+$344.7K
4,426
建仓
IWS
ISHARES TR
+$344.2K
2,440
建仓
VB
VANGUARD INDEX FDS
+$343.1K
1,330
增持
PTL
NORTHERN LTS FD TR IV
+$342.3K
11,131
+5%
增持
HIDE
EA SERIES TRUST
+$342.3K
48,023
+46%
建仓
SUSC
ISHARES TR
+$335.4K
14,343
增持
DFSI
DIMENSIONAL ETF TRUST
+$335.0K
13,379
+121%
增持
CAT
CATERPILLAR INC
+$330.0K
1,068
+47%
增持
NULG
NUSHARES ETF TR
+$329.5K
18,207
+18%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$328.5K
4,441
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$322.5K
19,317
建仓
FTEC
FIDELITY COVINGTON TRUST
+$322.4K
1,435
建仓
EMB
ISHARES TR
+$322.0K
3,344
建仓
AXP
AMERICAN EXPRESS CO
+$321.5K
869
增持
NUSC
NUSHARES ETF TR
+$320.0K
49,271
+7%
减持
IWV
ISHARES TR
-$319.2K
6,990
-19%
建仓
GDX
VANECK ETF TRUST
+$318.8K
3,717
减持
IGSB
ISHARES TR
-$318.7K
18,711
-25%
增持
NULV
NUSHARES ETF TR
+$318.5K
18,096
+53%
建仓
GLD
SPDR GOLD TR
+$310.7K
784
建仓
JAAA
JANUS DETROIT STR TR
+$308.3K
6,095
增持
ESGE
ISHARES INC
+$306.2K
43,352
+6%
建仓
AGG
ISHARES TR
+$304.1K
3,045
建仓
ABBV
ABBVIE INC
+$303.8K
1,330
增持
WTV
WISDOMTREE TR
+$303.6K
6,712
+80%
清仓
SMLF
ISHARES TR
-$294.4K
0
-100%
