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Plancorp, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Plancorp, LLC
报告期 2026-03-31 · CIK 0001599579
持仓数
378
前50大市值合计
$3.14B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 25
增持 64
减持 55
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
+$13.1M
11,170,930
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$12.6M
5,599,990
-1%
增持
VTI
VANGUARD INDEX FDS
+$11.7M
135,102
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。
+63%
减持
DFAX
DIMENSIONAL ETF TRUST
+$5.6M
4,262,877
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.6M
2,512,471
+1%
增持
AAPL
APPLE INC
+$5.1M
98,630
+14%
增持
CMCSA
COMCAST CORP NEW
+$4.1M
114,420
+1422%
减持
EMR
EMERSON ELEC CO
-$3.8M
424,979
-0%
增持
LRGF
ISHARES TR
+$3.5M
1,226,476
+1%
减持
AVDE
AMERICAN CENTY ETF TR
+$2.4M
869,322
-2%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
28,932
+16%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.7M
6,887,758
-1%
减持
PFE
PFIZER INC
-$1.7M
157,664
-0%
减持
ITOT
ISHARES TR
-$1.6M
147,097
-16%
增持
MSFT
MICROSOFT CORP
+$1.5M
30,139
+0%
减持
TSLA
TESLA INC
+$1.4M
18,528
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
179,612
+12%
建仓
SUB
ISHARES TR
+$1.4M
13,000
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.2M
5,802
减持
SCZ
ISHARES TR
+$1.1M
425,278
-1%
增持
PLD
PROLOGIS INC.
+$1.1M
91,849
+0%
增持
META
META PLATFORMS INC
+$992.4K
10,730
+1%
建仓
—
LIBERTY GLOBAL PLC
+$974.7K
47,824
增持
AVSF
AMERICAN CENTY ETF TR
+$955.9K
83,425
+32%
增持
T
AT&T INC
+$937.2K
81,306
+138%
清仓
—
PACWEST BANCORP DEL
-$912.3K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$841.5K
6,948
-7%
减持
BUSE
FIRST BUSEY CORP
-$814.7K
156,648
-3%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$811.2K
9,929
增持
ESGU
ISHARES TR
+$778.4K
97,163
+3%
减持
EFV
ISHARES TR
+$762.6K
288,116
-0%
减持
AVUS
AMERICAN CENTY ETF TR
+$672.0K
498,044
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$649.1K
11,004
-0%
增持
AEE
AMEREN CORP
+$608.3K
15,498
+89%
增持
AMZN
AMAZON COM INC
+$605.3K
21,531
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$604.3K
311,162
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$560.6K
383,163
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$510.5K
1,523,054
-2%
增持
CBSH
COMMERCE BANCSHARES INC
-$509.3K
52,925
+0%
建仓
WBD
WARNER BROS DISCOVERY INC
+$493.2K
32,665
建仓
—
LIBERTY MEDIA CORP DEL
+$486.1K
17,366
建仓
—
LIBERTY MEDIA CORP DEL
+$463.1K
6,189
减持
AVUV
AMERICAN CENTY ETF TR
-$460.7K
578,680
-0%
增持
VXF
VANGUARD INDEX FDS
+$449.1K
17,584
+16%
增持
IEFA
ISHARES TR
+$437.8K
76,938
+1%
建仓
—
LIBERTY GLOBAL PLC
+$416.5K
21,357
增持
—
SEAGEN INC
+$394.5K
5,265
+1%
减持
EFSC
ENTERPRISE FINL SVCS CORP
-$378.5K
58,554
-4%
减持
DG
DOLLAR GEN CORP NEW
-$364.0K
9,956
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$344.9K
36,540
+26%
增持
USB
US BANCORP DEL
-$342.0K
45,561
+0%
减持
CNC
CENTENE CORP DEL
-$325.9K
14,915
-4%
减持
DOCN
DIGITALOCEAN HLDGS INC
+$324.4K
23,767
-0%
增持
CRM
SALESFORCE INC
+$321.6K
4,257
+7%
减持
JNJ
JOHNSON & JOHNSON
-$318.3K
12,655
-2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$311.0K
1,742,599
-1%
建仓
AMAT
APPLIED MATLS INC
+$293.7K
2,391
增持
ESGD
ISHARES TR
+$284.9K
38,302
+2%
建仓
—
LIBERTY MEDIA CORP DEL
+$280.5K
9,986
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$276.5K
3,371
建仓
—
LINDE PLC
+$272.6K
767
建仓
LBRDA
LIBERTY BROADBAND CORP
+$258.9K
3,153
增持
LLY
LILLY ELI & CO
-$258.0K
12,161
+0%
增持
EPC
EDGEWELL PERS CARE CO
+$257.0K
66,199
+0%
减持
PG
PROCTER AND GAMBLE CO
-$254.7K
34,847
-3%
减持
FNV
FRANCO NEV CORP
+$253.3K
35,162
-2%
清仓
—
LINDE PLC
-$250.2K
0
-100%
增持
GOOGL
ALPHABET INC
+$246.1K
15,120
+1%
建仓
—
ACCENTURE PLC IRELAND
+$241.4K
845
清仓
LNC
LINCOLN NATL CORP IND
-$240.7K
0
-100%
清仓
GVI
ISHARES TR
-$240.0K
0
-100%
减持
IVV
ISHARES TR
-$237.6K
3,284
-21%
清仓
PRU
PRUDENTIAL FINL INC
-$233.2K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$231.7K
402
减持
VUG
VANGUARD INDEX FDS
+$229.1K
7,225
-2%
建仓
NFLX
NETFLIX INC
+$227.0K
657
建仓
BSVO
EA SERIES TRUST
+$224.1K
12,785
减持
APD
AIR PRODS & CHEMS INC
-$223.9K
1,061
-38%
减持
HBNC
HORIZON BANCORP INC
-$222.2K
16,502
-39%
建仓
CLX
CLOROX CO DEL
+$216.8K
1,370
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$214.9K
1,822
建仓
—
PIONEER NAT RES CO
+$214.4K
1,050
减持
JPM
JPMORGAN CHASE & CO
-$213.3K
6,803
-17%
建仓
RS
RELIANCE STEEL & ALUMINUM CO
+$211.6K
824
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$210.3K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$210.0K
2,177
建仓
—
LIBERTY MEDIA CORP DEL
+$208.6K
3,091
减持
CI
THE CIGNA GROUP
-$206.9K
2,642
-1%
建仓
SR
SPIRE INC
+$201.9K
2,878
增持
—
APTIV PLC
+$192.1K
10,013
+0%
增持
RGLD
ROYAL GOLD INC
+$190.0K
11,174
+0%
增持
KO
COCA COLA CO
+$187.2K
14,733
+29%
增持
QQQ
INVESCO QQQ TR
+$184.9K
3,031
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$182.9K
6,691
+0%
增持
MCD
MCDONALDS CORP
+$169.2K
8,641
+1%
减持
ABT
ABBOTT LABS
-$168.4K
17,876
-1%
减持
ENR
ENERGIZER HLDGS INC NEW
+$153.7K
133,696
-0%
增持
BAC
BANK AMERICA CORP
-$152.4K
101,797
+10%
增持
QCOM
QUALCOMM INC
+$144.9K
7,472
+2%
增持
VNQ
VANGUARD INDEX FDS
+$139.2K
112,870
+1%
减持
VGT
VANGUARD WORLD FDS
+$129.1K
1,998
-0%
增持
V
VISA INC
+$128.3K
3,495
+10%
增持
IWF
ISHARES TR
+$126.8K
4,201
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$123.3K
37,302
-0%
增持
GE
GENERAL ELECTRIC CO
+$120.4K
10,187
+0%
增持
AVSC
AMERICAN CENTY ETF TR
+$119.6K
29,295
+8%
增持
CVX
CHEVRON CORP NEW
-$114.4K
9,184
+2%
增持
NEM
NEWMONT CORP
+$112.6K
45,064
+1%
减持
IEMG
ISHARES INC
+$108.0K
51,783
-0%
增持
DIS
DISNEY WALT CO
+$106.1K
5,426
+8%
增持
VXUS
VANGUARD STAR FDS
+$100.9K
22,716
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$96.6K
29,872
+0%
减持
MMM
3M CO
-$93.0K
4,645
-4%
增持
MRK
MERCK & CO INC
-$85.1K
20,144
+0%
增持
COST
COSTCO WHSL CORP NEW
+$85.1K
1,770
+2%
建仓
—
LIBERTY LATIN AMERICA LTD
+$84.0K
10,172
增持
AXP
AMERICAN EXPRESS CO
+$81.5K
3,079
+7%
减持
AMGN
AMGEN INC
-$79.6K
2,494
-4%
减持
RF
REGIONS FINANCIAL CORP NEW
-$78.3K
24,500
-1%
减持
ELV
ELEVANCE HEALTH INC
-$78.3K
1,444
-0%
增持
ESE
ESCO TECHNOLOGIES INC
+$75.9K
9,579
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$72.3K
2,032
-3%
增持
UNP
UNION PAC CORP
-$70.7K
12,497
+0%
减持
TXN
TEXAS INSTRS INC
+$68.4K
3,489
-1%
增持
HD
HOME DEPOT INC
-$67.9K
3,539
+0%
减持
FDX
FEDEX CORP
+$67.3K
1,306
-2%
减持
GOOG
ALPHABET INC
+$66.5K
6,681
-6%
减持
CSCO
CISCO SYS INC
+$66.0K
14,585
-0%
减持
REGN
REGENERON PHARMACEUTICALS
+$62.4K
868
-4%
减持
—
SIRIUS XM HOLDINGS INC
-$59.1K
26,324
-6%
增持
FIBK
FIRST INTST BANCSYSTEM INC
-$52.9K
7,017
+3%
减持
ORCL
ORACLE CORP
+$52.5K
5,191
-1%
减持
—
CHUBB LIMITED
-$51.7K
1,683
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$50.5K
5,709
+1%
减持
WMT
WALMART INC
+$49.1K
11,065
-1%
增持
SNPS
SYNOPSYS INC
+$49.0K
722
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$48.7K
3,150
+0%
增持
CTVA
CORTEVA INC
+$48.1K
5,711
+13%
增持
PYPL
PAYPAL HLDGS INC
+$45.6K
3,409
+14%
减持
NSC
NORFOLK SOUTHN CORP
-$44.3K
1,143
-2%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$42.6K
3,242
+0%
增持
COP
CONOCOPHILLIPS
-$42.0K
3,141
+5%
减持
NKE
NIKE INC
+$41.2K
7,416
-0%
减持
SBSW
SIBANYE STILLWATER LTD
-$41.0K
16,930
-1%
增持
DHR
DANAHER CORPORATION
-$40.7K
3,356
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$38.0K
28,800
+0%
减持
VTRS
VIATRIS INC
-$37.6K
18,658
-4%
增持
AFL
AFLAC INC
-$37.0K
5,210
+0%
增持
MO
ALTRIA GROUP INC
+$36.9K
8,606
+13%
增持
NOK
NOKIA CORP
+$35.2K
27,165
+28%
