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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 32
增持 87
减持 24
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$4.3M
105,586
-8%
减持
DFSD
DIMENSIONAL ETF TRUST
-$3.3M
5,208
-93%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
46,544
+15%
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
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
275,743
+9%
增持
BOXX
EA SERIES TRUST
+$2.0M
20,145
+616%
增持
SGOV
ISHARES TR
+$2.0M
49,250
+69%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$2.0M
0
-100%
建仓
CORO
BLACKROCK ETF TRUST
+$1.9M
58,421
建仓
ACWX
ISHARES TR
+$1.7M
24,396
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.7M
209,677
+12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.7M
309,411
+15%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.6M
502,259
+5%
增持
MUNI
PIMCO ETF TR
+$1.5M
216,985
+16%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
71,439
+22%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.4M
233,977
+15%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.3M
169,013
+20%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.2M
36,975
+61%
建仓
GSST
GOLDMAN SACHS ETF TR
+$1.2M
23,809
增持
SPYM
SPDR SERIES TRUST
+$1.2M
58,869
+41%
减持
IEMG
ISHARES INC
-$1.1M
11,329
-61%
减持
PTLC
PACER FDS TR
-$1.1M
11,574
-63%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.1M
35,954
+29%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.1M
346,201
+12%
增持
IVV
ISHARES TR
+$1.0M
12,021
+20%
增持
SPTI
SPDR SERIES TRUST
+$1.0M
227,423
+20%
增持
SPMD
SPDR SERIES TRUST
+$1.0M
179,274
+7%
增持
JNJ
JOHNSON & JOHNSON
+$994.9K
6,153
+151%
增持
AVDV
AMERICAN CENTY ETF TR
+$961.6K
68,313
+7%
增持
IVE
ISHARES TR
+$956.9K
19,384
+31%
建仓
NTSX
WISDOMTREE TR
+$916.9K
17,515
增持
DFEM
DIMENSIONAL ETF TRUST
+$885.5K
253,398
+6%
减持
BSCT
INVESCO EXCH TRD SLF IDX FD
-$849.1K
30,693
-59%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$843.9K
63,626
+35%
增持
GLDM
WORLD GOLD TR
+$843.3K
16,493
+98%
增持
DFAC
DIMENSIONAL ETF TRUST
+$838.3K
950,162
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$826.1K
77,457
+27%
建仓
GOVT
ISHARES TR
+$825.6K
36,161
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$801.0K
166,254
+9%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$793.3K
1
-50%
增持
VTIP
VANGUARD MALVERN FDS
+$787.5K
157,714
+10%
减持
AAPL
APPLE INC
-$768.4K
24,166
-5%
增持
SPSM
SPDR SERIES TRUST
+$766.3K
117,355
+11%
建仓
IWD
ISHARES TR
+$761.7K
3,544
建仓
PYLD
PIMCO ETF TR
+$758.6K
28,999
增持
VTV
VANGUARD INDEX FDS
+$736.7K
17,325
+24%
减持
BSCS
INVESCO EXCH TRD SLF IDX FD
-$648.7K
49,246
-39%
增持
VUSB
VANGUARD BD INDEX FDS
+$646.5K
64,735
+26%
减持
BSCU
INVESCO EXCH TRD SLF IDX FD
-$631.5K
19,265
-66%
增持
DCOR
DIMENSIONAL ETF TRUST
+$629.1K
106,219
+11%
建仓
QGRW
WISDOMTREE TR
+$620.7K
11,475
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$620.3K
50,766
-38%
增持
—
EXXON MOBIL CORP
+$600.0K
7,204
+55%
增持
VUG
VANGUARD INDEX FDS
+$597.0K
17,204
+20%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$589.3K
50,636
-37%
增持
TPIF
TIMOTHY PLAN
+$586.3K
117,713
+10%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$569.2K
23,900
+105%
建仓
CVX
CHEVRON CORPORATION
+$566.5K
2,870
增持
BAI
BLACKROCK ETF TRUST
+$561.4K
52,073
+43%
增持
EFV
ISHARES TR
+$519.4K
36,259
+17%
增持
SUB
ISHARES TR
+$512.9K
7,897
+158%
增持
IVW
ISHARES TR
+$505.2K
30,372
+26%
清仓
SCHG
SCHWAB STRATEGIC TR
-$491.6K
0
-100%
清仓
OEF
ISHARES TR
-$481.6K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$464.7K
114,201
-15%
建仓
XT
ISHARES TR
+$451.8K
6,538
建仓
WFC
WELLS FARGO & CO
+$449.5K
5,579
增持
REET
ISHARES TR
+$443.3K
136,181
+13%
增持
IJR
ISHARES TR
+$436.5K
12,152
+35%
增持
AVUS
AMERICAN CENTY ETF TR
+$436.0K
23,307
+20%
增持
IJH
ISHARES TR
+$435.6K
23,094
+34%
增持
EUSA
ISHARES INC
+$433.4K
19,898
+29%
增持
VGT
VANGUARD WORLD FD
+$431.7K
1,271
+105%
增持
PTL
NORTHERN LTS FD TR IV
+$421.9K
12,652
+14%
增持
XTEN
BONDBLOXX ETF TRUST
+$413.4K
37,312
+34%
建仓
DE
DEERE & CO
+$406.4K
712
建仓
LQD
ISHARES TR
+$397.3K
3,657
增持
THRO
BLACKROCK ETF TRUST
+$395.7K
42,162
+41%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$361.3K
14,653
+0%
减持
USFR
WISDOMTREE TR
-$358.7K
23,313
-23%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$354.9K
11,433
+43%
增持
FLOT
ISHARES TR
+$351.9K
48,980
+17%
建仓
XLU
SELECT SECTOR SPDR TR
+$349.1K
7,572
减持
GDE
WISDOMTREE TR
-$346.4K
7,840
-43%
增持
NVDA
NVIDIA CORPORATION
-$342.6K
35,971
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$335.4K
113,864
+8%
建仓
BALT
INNOVATOR ETFS TRUST
+$332.4K
9,920
建仓
BLCR
BLACKROCK ETF TRUST
+$328.0K
7,861
建仓
DBMF
LITMAN GREGORY FDS TR
+$327.3K
10,833
增持
IEFA
ISHARES TR
+$325.7K
10,214
+49%
减持
ITOT
ISHARES TR
-$323.0K
14,845
-10%
清仓
EMB
ISHARES TR
-$322.0K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$318.8K
0
-100%
增持
TPSC
TIMOTHY PLAN
+$316.4K
53,729
+12%
增持
GLD
SPDR GOLD TR
+$314.1K
1,427
+82%
增持
MUB
ISHARES TR
+$312.2K
18,247
+20%
建仓
EFG
ISHARES TR
+$311.4K
2,739
增持
CAT
CATERPILLAR INC
+$305.5K
1,256
+18%
增持
SPTS
SPDR SERIES TRUST
+$305.3K
28,348
+60%
建仓
ACIO
ETF SER SOLUTIONS
+$302.4K
7,168
增持
SCHO
SCHWAB STRATEGIC TR
+$300.0K
106,687
+14%
增持
MBB
ISHARES TR
+$299.7K
12,760
+34%
增持
DISV
DIMENSIONAL ETF TRUST
+$295.6K
63,572
+8%
增持
SHLD
GLOBAL X FDS
+$289.3K
10,061
+45%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$288.3K
50,547
+7%
增持
ISTB
ISHARES TR
+$288.0K
32,164
+24%
增持
IAGG
ISHARES TR
+$287.8K
18,381
+46%
增持
IUSB
ISHARES TR
+$282.1K
48,347
+16%
增持
XSOE
WISDOMTREE TR
+$280.0K
21,059
+44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$279.8K
3,171
+29%
建仓
SPMB
SPDR SERIES TRUST
+$275.4K
12,331
清仓
UJAN
INNOVATOR ETFS TRUST
-$274.7K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$270.3K
6,904
+102%
建仓
MRK
MERCK & CO INC
+$270.0K
2,234
增持
MSFT
MICROSOFT CORP
-$268.1K
3,247
+7%
增持
HIDE
EA SERIES TRUST
+$266.4K
56,571
+18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$265.5K
18,938
+27%
增持
DIHP
DIMENSIONAL ETF TRUST
+$264.1K
15,083
+109%
减持
UNH
UNITEDHEALTH GROUP INC
-$261.5K
772
-46%
减持
DFAT
DIMENSIONAL ETF TRUST
-$245.8K
44,333
-13%
建仓
IDUB
ETF SER SOLUTIONS
+$245.4K
9,727
增持
DFIP
DIMENSIONAL ETF TRUST
+$241.5K
30,219
+23%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$240.2K
5,129
建仓
VZ
VERIZON COMMUNICATIONS INC
+$235.6K
4,770
建仓
VO
VANGUARD INDEX FDS
+$233.5K
808
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$233.5K
17,091
+38%
建仓
LRCX
LAM RESEARCH CORP
+$232.7K
1,048
建仓
BLV
VANGUARD BD INDEX FDS
+$227.8K
3,325
建仓
PWR
QUANTA SVCS INC
+$217.9K
389
建仓
XEL
XCEL ENERGY INC
+$214.0K
2,685
建仓
BP
BP PLC
+$213.3K
4,620
建仓
LDUR
PIMCO ETF TR
+$211.2K
2,213
增持
DFUS
DIMENSIONAL ETF TRUST
+$210.1K
113,071
+7%
增持
BINC
BLACKROCK ETF TRUST II
+$208.5K
23,164
+23%
清仓
SWAN
AMPLIFY ETF TR
-$207.8K
0
-100%
建仓
MINT
PIMCO ETF TR
+$201.3K
2,007
减持
IWV
ISHARES TR
-$200.7K
6,707
-4%
减持
MOAT
VANECK ETF TRUST
-$194.7K
21,227
-2%
减持
WTV
WISDOMTREE TR
-$186.7K
4,654
-31%
增持
NEAR
ISHARES U S ETF TR
+$185.4K
10,768
+53%
减持
DUSB
DIMENSIONAL ETF TRUST
-$182.8K
29,023
-11%
增持
WMT
WALMART INC
+$171.0K
8,679
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$162.2K
66,475
+4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$158.4K
70,065
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$156.8K
16,091
+23%
增持
VNQ
VANGUARD INDEX FDS
+$155.0K
4,318
+67%
减持
SCHD
SCHWAB STRATEGIC TR
+$153.1K
85,267
-4%
增持
SPEM
SPDR INDEX SHS FDS
+$151.9K
17,180
+22%
减持
AVGO
BROADCOM INC
-$151.6K
4,331
-1%
减持
ESGU
ISHARES TR
-$145.4K
5,610
-12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$137.9K
5,966
+13%
