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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 60
减持 53
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
+$18.5M
11,164,552
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$17.4M
5,528,460
-1%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.3M
671,448
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。
+16%
增持
LRGF
ISHARES TR
+$7.7M
1,313,078
+7%
减持
DFUV
DIMENSIONAL ETF TRUST
+$6.1M
6,861,416
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.3M
2,564,192
+2%
减持
IEFA
ISHARES TR
-$3.3M
27,997
-64%
减持
PFE
PFIZER INC
-$3.1M
91,111
-42%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.0M
1,735,483
-0%
增持
VOO
VANGUARD INDEX FDS
+$2.5M
32,873
+14%
减持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
1,509,367
-1%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.4M
501,870
+1%
减持
AAPL
APPLE INC
+$2.2M
95,280
-3%
增持
EMR
EMERSON ELEC CO
+$2.0M
432,180
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
216,409
+20%
增持
MSFT
MICROSOFT CORP
+$1.8M
30,805
+2%
减持
VTI
VANGUARD INDEX FDS
+$1.8M
133,215
-1%
清仓
—
YAMANA GOLD INC
-$1.7M
0
-100%
减持
LLY
LILLY ELI & CO
+$1.5M
12,153
-0%
增持
VXF
VANGUARD INDEX FDS
+$1.4M
25,974
+48%
增持
META
META PLATFORMS INC
+$1.4M
12,765
+19%
建仓
SUSB
ISHARES TR
+$1.3M
54,913
减持
SCZ
ISHARES TR
-$1.2M
408,199
-4%
清仓
AMT
AMERICAN TOWER CORP NEW
-$1.2M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$1.1M
78,149
-32%
减持
NEM
NEWMONT CORP
-$1.0M
27,596
-39%
减持
TSLA
TESLA INC
+$913.6K
18,174
-2%
减持
T
AT&T INC
-$899.8K
41,714
-49%
减持
DG
DOLLAR GEN CORP NEW
-$867.3K
7,233
-27%
增持
AMZN
AMAZON COM INC
+$823.9K
23,380
+9%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$811.2K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
+$779.0K
380,853
-1%
减持
—
LIBERTY GLOBAL PLC
-$758.2K
12,180
-75%
减持
ITOT
ISHARES TR
+$734.5K
143,644
-2%
减持
EFV
ISHARES TR
-$731.0K
270,766
-6%
减持
AEE
AMEREN CORP
-$728.0K
7,480
-52%
增持
ESGU
ISHARES TR
+$703.7K
97,395
+0%
减持
EPC
EDGEWELL PERS CARE CO
-$649.3K
52,260
-21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$594.4K
50,901
+39%
减持
AVDE
AMERICAN CENTY ETF TR
-$570.0K
853,789
-2%
减持
—
BARRICK GOLD CORP
-$552.5K
223,094
-4%
清仓
—
PRIMO WATER CORPORATION
-$534.2K
0
-100%
减持
CBSH
COMMERCE BANCSHARES INC
-$513.1K
52,876
-0%
减持
ENR
ENERGIZER HLDGS INC NEW
-$512.0K
122,908
-8%
增持
AEM
AGNICO EAGLE MINES LTD
+$489.0K
78,807
+16%
清仓
—
LIBERTY MEDIA CORP DEL
-$486.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$485.7K
14,476
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$460.5K
4,236,914
-1%
增持
VNQ
VANGUARD INDEX FDS
+$459.8K
117,670
+4%
增持
GOOGL
ALPHABET INC
+$445.3K
16,823
+11%
清仓
—
LIBERTY GLOBAL PLC
-$416.5K
0
-100%
增持
CRM
SALESFORCE INC
+$361.3K
5,736
+35%
减持
AVIV
AMERICAN CENTY ETF TR
-$357.2K
38,820
-17%
增持
WMT
WALMART INC
+$333.5K
12,502
+13%
增持
EFSC
ENTERPRISE FINL SVCS CORP
-$320.6K
58,576
+0%
清仓
—
ETF SER SOLUTIONS
-$315.6K
0
-100%
增持
ABBV
ABBVIE INC
-$313.6K
14,331
+2%
减持
BAC
BANK AMERICA CORP
-$283.4K
91,600
-10%
增持
MCD
MCDONALDS CORP
+$280.8K
9,037
+5%
清仓
—
LIBERTY MEDIA CORP DEL
-$280.5K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$278.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$262.4K
6,771
+1%
清仓
LBRDA
LIBERTY BROADBAND CORP
-$258.9K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$253.8K
530
增持
IVV
ISHARES TR
+$245.2K
3,579
+9%
建仓
CAH
CARDINAL HEALTH INC
+$241.7K
2,556
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$238.6K
488
清仓
TGT
TARGET CORP
-$237.6K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$231.7K
0
-100%
建仓
WWD
WOODWARD INC
+$227.8K
1,916
建仓
ECL
ECOLAB INC
+$225.9K
1,210
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$219.9K
0
-100%
减持
HMY
HARMONY GOLD MINING CO LTD
-$216.8K
468,156
-12%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$214.9K
0
-100%
清仓
—
PIONEER NAT RES CO
-$214.4K
0
-100%
增持
IJR
ISHARES TR
+$212.5K
17,730
+10%
建仓
VOE
VANGUARD INDEX FDS
+$212.4K
1,535
建仓
AVGO
BROADCOM INC
+$211.7K
244
清仓
DUK
DUKE ENERGY CORP NEW
-$210.0K
0
-100%
清仓
FIBK
FIRST INTST BANCSYSTEM INC
-$209.5K
0
-100%
建仓
LNC
LINCOLN NATL CORP IND
+$209.0K
8,115
清仓
—
LIBERTY MEDIA CORP DEL
-$208.6K
0
-100%
建仓
—
EATON CORP PLC
+$204.5K
1,017
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$203.3K
2,269
建仓
PRU
PRUDENTIAL FINL INC
+$203.0K
2,301
清仓
SR
SPIRE INC
-$201.9K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$200.1K
1,040
减持
PLD
PROLOGIS INC.
-$197.0K
91,845
-0%
增持
MRK
MERCK & CO INC
+$193.1K
20,246
+1%
增持
QQQ
INVESCO QQQ TR
+$180.0K
3,120
+3%
减持
—
LIBERTY MEDIA CORP DEL
-$179.8K
3,763
-39%
清仓
VTRS
VIATRIS INC
-$179.5K
0
-100%
增持
RS
RELIANCE STEEL & ALUMINUM CO
+$179.3K
1,439
+75%
增持
ABT
ABBOTT LABS
+$176.2K
18,220
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$167.7K
313,088
+1%
增持
RGLD
ROYAL GOLD INC
-$166.5K
11,177
+0%
增持
GOOG
ALPHABET INC
+$159.3K
7,061
+6%
减持
BA
BOEING CO
-$156.4K
12,049
-5%
增持
MAC
MACERICH CO
+$148.4K
40,771
+39%
增持
ORCL
ORACLE CORP
+$145.2K
5,270
+2%
减持
AVEM
AMERICAN CENTY ETF TR
+$144.9K
204,191
-0%
增持
MA
MASTERCARD INCORPORATED
+$143.3K
1,500
+22%
清仓
SBSW
SIBANYE STILLWATER LTD
-$140.9K
0
-100%
减持
FNV
FRANCO NEV CORP
-$140.3K
34,967
-1%
减持
GE
GENERAL ELECTRIC CO
+$134.5K
10,090
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$134.2K
28,631
-12%
清仓
NOK
NOKIA CORP
-$133.4K
0
-100%
增持
IWF
ISHARES TR
+$129.9K
4,202
+0%
增持
PG
PROCTER AND GAMBLE CO
+$128.5K
34,993
+0%
清仓
PR
PERMIAN RESOURCES CORP
-$127.4K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$126.5K
2,028
+2%
增持
COST
COSTCO WHSL CORP NEW
+$126.2K
1,868
+6%
增持
AVIG
AMERICAN CENTY ETF TR
-$122.1K
162,961
+0%
增持
PEP
PEPSICO INC
+$121.4K
24,232
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$119.0K
29,862
-0%
增持
USB
US BANCORP DEL
-$114.9K
46,233
+1%
增持
HD
HOME DEPOT INC
+$114.4K
3,731
+5%
减持
—
APTIV PLC
-$104.4K
9,981
-0%
减持
NVDA
NVIDIA CORPORATION
+$103.1K
4,806
-31%
减持
DHR
DANAHER CORPORATION
-$95.4K
3,127
-7%
减持
IWB
ISHARES TR
+$91.7K
10,796
-4%
减持
REGN
REGENERON PHARMACEUTICALS
-$90.2K
867
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$88.0K
1,986
+30%
减持
UNH
UNITEDHEALTH GROUP INC
+$85.6K
10,998
-0%
清仓
—
LIBERTY LATIN AMERICA LTD
-$84.0K
0
-100%
增持
CI
THE CIGNA GROUP
+$77.5K
2,682
+2%
增持
VBR
VANGUARD INDEX FDS
+$77.0K
9,838
+1%
增持
NKE
NIKE INC
-$76.4K
7,548
+2%
增持
V
VISA INC
+$74.5K
3,632
+4%
减持
QCOM
QUALCOMM INC
-$73.6K
7,390
-1%
增持
AMAT
APPLIED MATLS INC
+$71.0K
2,523
+6%
增持
CNC
CENTENE CORP DEL
+$69.4K
15,006
+1%
减持
JPM
JPMORGAN CHASE & CO
+$69.3K
6,572
-3%
减持
DIS
DISNEY WALT CO
-$67.2K
5,333
-2%
增持
PAAS
PAN AMERN SILVER CORP
+$61.8K
80,457
+32%
增持
MCK
MCKESSON CORP
+$60.8K
818
+1%
增持
WFC
WELLS FARGO CO NEW
+$59.1K
8,093
+6%
减持
IONS
IONIS PHARMACEUTICALS INC
+$58.9K
11,155
-0%
减持
AMGN
AMGEN INC
-$56.2K
2,463
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$51.8K
37,609
+1%
增持
VO
VANGUARD INDEX FDS
+$51.2K
3,465
+3%
减持
TXN
TEXAS INSTRS INC
-$49.9K
3,328
-5%
增持
NEE
NEXTERA ENERGY INC
+$49.8K
13,662
+9%
增持
—
ACCENTURE PLC IRELAND
+$49.6K
943
+12%
增持
GIS
GENERAL MLS INC
-$49.1K
6,772
+2%
减持
PYPL
PAYPAL HLDGS INC
-$46.3K
3,186
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$44.2K
5,923
+4%
增持
ESGD
ISHARES TR
+$43.7K
38,329
+0%
减持
WEC
WEC ENERGY GROUP INC
-$43.4K
4,859
-2%
减持
PSX
PHILLIPS 66
-$42.7K
2,632
-9%
