XY Planning Network, Inc.
- SEC CIK
- 0001873438
- 最新申報
- 2026/7/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 273
- 較 2025 年第 4 季 +25
- 總值
- $6.26 億
- 較 2025 年第 4 季 +$5,223 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 950,162 | $3,717 萬 | 5.9% | +32,455+3.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 105,586 | $3,413 萬 | 5.5% | −9,123−8.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 46,544 | $2,803 萬 | 4.5% | +6,112+15.1% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 502,259 | $1,812 萬 | 2.9% | +23,595+4.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 275,743 | $1,796 萬 | 2.9% | +23,888+9.5% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 209,677 | $1,730 萬 | 2.8% | +22,987+12.3% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 309,411 | $1,307 萬 | 2.1% | +41,169+15.3% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 216,985 | $1,131 萬 | 1.8% | +29,733+15.9% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 233,977 | $1,123 萬 | 1.8% | +30,765+15.1% | 加碼 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 179,274 | $1,070 萬 | 1.7% | +11,997+7.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 135,545 | $1,057 萬 | 1.7% | −3,410−2.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,653 | $960.1 萬 | 1.5% | +43+0.3% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 346,201 | $925.7 萬 | 1.5% | +36,155+11.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 166,254 | $901.3 萬 | 1.4% | +13,509+8.8% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 253,398 | $881.8 萬 | 1.4% | +13,592+5.7% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 113,071 | $808.0 萬 | 1.3% | +6,964+6.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,021 | $791.1 萬 | 1.3% | +2,000+20.0% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 157,714 | $786.5 萬 | 1.3% | +14,614+10.2% | 加碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 106,219 | $770.2 萬 | 1.2% | +10,160+10.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,204 | $759.6 萬 | 1.2% | +2,858+19.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 71,439 | $745.9 萬 | 1.2% | +12,951+22.1% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 68,313 | $695.0 萬 | 1.1% | +4,585+7.2% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 227,423 | $649.1 萬 | 1.0% | +38,614+20.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 35,971 | $632.2 萬 | 1.0% | +236+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 24,166 | $617.8 萬 | 1.0% | −1,384−5.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 169,013 | $593.4 萬 | 0.9% | +27,938+19.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 117,355 | $570.8 萬 | 0.9% | +11,896+11.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 96,572 | $563.4 萬 | 0.9% | −934−1.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 66,475 | $525.4 萬 | 0.8% | +2,610+4.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 35,954 | $502.2 萬 | 0.8% | +8,013+28.7% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 49,250 | $494.4 萬 | 0.8% | +20,032+68.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 205,904 | $476.9 萬 | 0.8% | +7,563+3.8% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 77,457 | $454.9 萬 | 0.7% | +16,235+26.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 58,869 | $454.0 萬 | 0.7% | +17,074+40.9% | 加碼 | – |
| Timothy Plan887432334 | INTL ETF | 117,713 | $429.7 萬 | 0.7% | +10,729+10.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 19,384 | $410.0 萬 | 0.7% | +4,565+30.8% | 加碼 | – |
| Two RDS Shared Tr90214Q733 | ANFIELD US EQU | 233,715 | $398.0 萬 | 0.6% | 00.0% | 不變 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 114,201 | $393.1 萬 | 0.6% | −20,093−15.0% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 50,547 | $383.4 萬 | 0.6% | +3,296+7.0% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 30,372 | $348.1 萬 | 0.6% | +6,230+25.8% | 加碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 136,181 | $345.9 萬 | 0.6% | +15,312+12.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,325 | $340.7 萬 | 0.5% | +3,342+23.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 34,258 | $339.8 萬 | 0.5% | +1,818+5.6% | 加碼 | – |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 63,626 | $324.7 萬 | 0.5% | +16,633+35.4% | 加碼 | – |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 19,921 | $323.0 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 64,735 | $321.2 萬 | 0.5% | +13,270+25.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 70,065 | $319.6 萬 | 0.5% | +4,096+6.2% | 加碼 | – |
| Northern LTS FD Tr IV66537J796 | INSPIRE 500 ETF | 12,652 | $318.5 萬 | 0.5% | +1,521+13.7% | 加碼 | – |
| CMECME Group Inc. | COM | 10,291 | $305.6 萬 | 0.5% | −821−7.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 81,277 | $300.6 萬 | 0.5% | +4,265+5.5% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 36,975 | $300.5 萬 | 0.5% | +13,990+60.9% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 113,864 | $286.3 萬 | 0.5% | +8,741+8.3% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 44,333 | $277.7 萬 | 0.4% | −6,437−12.7% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 36,259 | $272.9 萬 | 0.4% | +5,313+17.2% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 23,307 | $260.8 萬 | 0.4% | +3,873+19.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 85,267 | $260.1 萬 | 0.4% | −3,991−4.5% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 106,687 | $258.2 萬 | 0.4% | +13,053+13.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 22,937 | $253.8 萬 | 0.4% | −932−3.9% | 減碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 63,572 | $253.7 萬 | 0.4% | +4,601+7.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 6,707 | $250.3 萬 | 0.4% | −283−4.0% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 48,980 | $248.4 萬 | 0.4% | +7,054+16.8% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 31,000 | $246.5 萬 | 0.4% | −1,041−3.2% | 減碼 | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 20,145 | $234.1 萬 | 0.4% | +17,332+616.1% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 50,553 | $229.7 萬 | 0.4% | +1,282+2.6% | 加碼 | – |
| Timothy Plan887432342 | U S SM CP CORE | 53,729 | $229.6 萬 | 0.4% | +5,962+12.5% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,700 | $225.5 萬 | 0.4% | +904+8.4% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 21,988 | $225.1 萬 | 0.4% | +446+2.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 48,347 | $222.8 萬 | 0.4% | +6,529+15.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,709 | $216.7 萬 | 0.3% | +179+5.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 14,845 | $212.9 萬 | 0.3% | −1,649−10.0% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 21,227 | $204.7 萬 | 0.3% | −423−2.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 22,006 | $203.9 萬 | 0.3% | −736−3.2% | 減碼 | – |
| iShares Inc464286681 | MSCI EQUAL WEITE | 19,898 | $203.2 萬 | 0.3% | +4,435+28.7% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 43,796 | $200.6 萬 | 0.3% | +444+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V583 | GLOB CO PLUS ETF | 37,014 | $200.2 萬 | 0.3% | +1,246+3.5% | 加碼 | – |
| Two RDS Shared Tr90214Q766 | ANFIELD UNVL ETF | 213,770 | $199.9 萬 | 0.3% | −6,983−3.2% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 47,203 | $195.5 萬 | 0.3% | +319+0.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,247 | $194.0 萬 | 0.3% | +3,052+20.1% | 加碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 58,421 | $191.0 萬 | 0.3% | +58,421 | 新進 | – |
| iShares Tr46436E759 | ESG EAFE ETF | 24,815 | $190.2 萬 | 0.3% | +796+3.3% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 15,168 | $181.3 萬 | 0.3% | −23−0.2% | 減碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 52,073 | $177.4 萬 | 0.3% | +15,655+43.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 5,915 | $174.4 萬 | 0.3% | +71+1.2% | 加碼 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 18,684 | $171.7 萬 | 0.3% | +477+2.6% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 37,312 | $170.4 萬 | 0.3% | +9,396+33.7% | 加碼 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 24,396 | $169.3 萬 | 0.3% | +24,396 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 8,030 | $169.1 萬 | 0.3% | +639+8.6% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 33,242 | $162.8 萬 | 0.3% | +1,474+4.6% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 32,965 | $160.2 萬 | 0.3% | −405−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 40,152 | $158.8 萬 | 0.3% | +678+1.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,094 | $157.3 萬 | 0.3% | +5,864+34.0% | 加碼 | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 32,706 | $157.1 萬 | 0.3% | +2,070+6.8% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 16,493 | $155.5 萬 | 0.2% | +8,153+97.8% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 32,164 | $155.4 萬 | 0.2% | +6,204+23.9% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 42,162 | $154.5 萬 | 0.2% | +12,350+41.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,152 | $151.8 萬 | 0.2% | +3,154+35.1% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,171 | $151.7 萬 | 0.2% | +709+28.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,153 | $150.2 萬 | 0.2% | +3,702+151.0% | 加碼 | 歷史 |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 29,023 | $147.1 萬 | 0.2% | −3,638−11.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,945 | $147.1 萬 | 0.2% | +628+14.5% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（7 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 33,263 | $197.2 萬 | 0.3% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,071 | $49.2 萬 | 0.1% | – |
| iShares S&P 100 ETF464287101 | ETF | 1,404 | $48.2 萬 | 0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,344 | $32.2 萬 | 0.1% | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 3,717 | $31.9 萬 | 0.1% | – |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 6,349 | $27.5 萬 | <0.1% | – |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 6,400 | $20.8 萬 | <0.1% | – |