小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 22
增持 87
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BUSE
FIRST BUSEY CORP
+$22.2M
1,320,225
+743%
减持
DFAC
DIMENSIONAL ETF TRUST
-$13.3M
11,060,068
-1%
增持
VTI
VANGUARD INDEX FDS
+$12.4M
196,616
+48%
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。
减持
DFUS
DIMENSIONAL ETF TRUST
-$11.7M
5,468,420
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$5.0M
6,811,511
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.8M
4,217,939
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.7M
1,504,900
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.7M
716,075
+7%
增持
IEFA
ISHARES TR
+$3.4M
82,275
+194%
增持
EMR
EMERSON ELEC CO
+$2.7M
432,523
+0%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
39,374
+20%
增持
SUSB
ISHARES TR
+$2.0M
140,898
+157%
增持
QQQ
INVESCO QQQ TR
+$1.8M
8,363
+168%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.8M
1,723,001
-1%
增持
AAPL
APPLE INC
+$1.5M
116,750
+23%
减持
AVIG
AMERICAN CENTY ETF TR
-$1.2M
140,442
-14%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
29,615
+118%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
252,031
+16%
增持
SCZ
ISHARES TR
-$980.4K
408,981
+0%
增持
PLD
PROLOGIS INC.
-$954.9K
91,864
+0%
增持
VNQ
VANGUARD INDEX FDS
-$842.6K
118,820
+1%
建仓
SCHG
SCHWAB STRATEGIC TR
+$830.9K
11,426
减持
LLY
ELI LILLY & CO
+$784.4K
12,072
-1%
增持
AVDE
AMERICAN CENTY ETF TR
-$689.6K
868,246
+2%
增持
AVUS
AMERICAN CENTY ETF TR
-$675.3K
505,874
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$668.1K
23,409
+240%
增持
WMT
WALMART INC
+$610.3K
16,102
+29%
增持
DFIV
DIMENSIONAL ETF TRUST
+$598.3K
2,600,613
+1%
减持
FNV
FRANCO NEV CORP
-$587.0K
32,956
-6%
增持
GOOGL
ALPHABET INC
+$579.7K
19,818
+18%
增持
MSFT
MICROSOFT CORP
-$545.1K
31,497
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$530.9K
5,779
-15%
增持
VXF
VANGUARD INDEX FDS
+$524.5K
30,630
+18%
增持
ITOT
ISHARES TR
-$523.4K
143,654
+0%
增持
—
EXXON MOBIL CORP
+$519.7K
48,579
+0%
增持
—
BARRICK GOLD CORP
-$502.8K
225,030
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$479.5K
65,038
+28%
减持
PEP
PEPSICO INC
-$479.3K
23,660
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$478.6K
15,458
+7%
建仓
IWO
ISHARES TR
+$475.5K
2,121
建仓
AMD
ADVANCED MICRO DEVICES INC
+$463.6K
4,509
增持
DG
DOLLAR GEN CORP NEW
-$461.9K
7,241
+0%
增持
TSLA
TESLA INC
+$454.4K
20,829
+15%
增持
COST
COSTCO WHSL CORP NEW
+$443.3K
2,565
+37%
减持
DFAU
DIMENSIONAL ETF TRUST
-$432.8K
379,628
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$430.0K
39,405
+32%
增持
UNH
UNITEDHEALTH GROUP INC
+$421.3K
11,320
+3%
减持
AEM
AGNICO EAGLE MINES LTD
-$402.4K
77,807
-1%
增持
AVIV
AMERICAN CENTY ETF TR
+$393.4K
47,385
+22%
增持
DOCN
DIGITALOCEAN HLDGS INC
-$382.8K
23,773
+0%
增持
LRGF
ISHARES TR
+$373.8K
1,359,292
+4%
增持
AMZN
AMAZON COM INC
+$362.7K
26,829
+15%
减持
ENR
ENERGIZER HLDGS INC NEW
-$336.2K
118,321
-4%
减持
IWM
ISHARES TR
-$333.5K
1,648
-51%
增持
DFAI
DIMENSIONAL ETF TRUST
-$326.7K
315,086
+1%
建仓
SCHB
SCHWAB STRATEGIC TR
+$324.1K
6,502
增持
ABBV
ABBVIE INC
+$310.9K
15,039
+5%
增持
CSCO
CISCO SYS INC
+$295.2K
18,983
+35%
清仓
—
LIBERTY MEDIA CORP DEL
-$283.3K
0
-100%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$281.2K
25,681
建仓
ROK
ROCKWELL AUTOMATION INC
+$270.7K
947
减持
EPC
EDGEWELL PERS CARE CO
-$270.6K
51,088
-2%
增持
PFE
PFIZER INC
-$265.8K
92,740
+2%
增持
META
META PLATFORMS INC
+$255.3K
13,053
+2%
减持
PG
PROCTER AND GAMBLE CO
-$255.3K
34,654
-1%
建仓
GLW
CORNING INC
+$251.1K
8,240
增持
MA
MASTERCARD INCORPORATED
+$238.9K
2,094
+40%
增持
SCHV
SCHWAB STRATEGIC TR
+$238.7K
7,436
+107%
建仓
UPS
UNITED PARCEL SERVICE INC
+$237.1K
1,521
建仓
TGT
TARGET CORP
+$236.1K
2,135
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$234.4K
3,763
增持
CMCSA
COMCAST CORP NEW
+$229.8K
78,415
+0%
建仓
SR
SPIRE INC
+$226.8K
4,008
清仓
ECL
ECOLAB INC
-$225.9K
0
-100%
增持
MRK
MERCK & CO INC
-$223.7K
20,519
+1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$223.0K
6,566
减持
ABT
ABBOTT LABS
-$222.8K
18,209
-0%
建仓
AVDS
AMERICAN CENTY ETF TR
+$220.8K
4,700
清仓
CLX
CLOROX CO DEL
-$219.3K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$212.6K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$210.6K
416
建仓
INTC
INTEL CORP
+$209.6K
5,896
建仓
ADI
ANALOG DEVICES INC
+$208.9K
1,193
建仓
MAR
MARRIOTT INTL INC NEW
+$207.2K
1,054
建仓
LBRDK
LIBERTY BROADBAND CORP
+$206.7K
2,263
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$203.3K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$203.3K
867
建仓
—
PIONEER NAT RES CO
+$201.7K
879
增持
NEE
NEXTERA ENERGY INC
-$201.3K
14,180
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$193.6K
7,029
+19%
增持
ESGU
ISHARES TR
-$193.3K
99,018
+2%
增持
AVEM
AMERICAN CENTY ETF TR
-$191.4K
204,510
+0%
增持
IGSB
ISHARES TR
+$182.9K
12,315
+43%
减持
NEM
NEWMONT CORP
-$181.3K
26,954
-2%
增持
CVX
CHEVRON CORP NEW
+$173.8K
9,686
+4%
清仓
HBNC
HORIZON BANCORP INC
-$170.1K
0
-100%
减持
DVY
ISHARES TR
-$165.3K
20,490
-2%
增持
GOOG
ALPHABET INC
+$163.7K
7,720
+9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$152.9K
36,503
-3%
增持
MCD
MCDONALDS CORP
-$150.6K
9,665
+7%
增持
VBR
VANGUARD INDEX FDS
+$150.5K
11,146
+13%
减持
IVLU
ISHARES TR
-$144.9K
342,533
-1%
增持
BA
BOEING CO
-$138.1K
12,553
+4%
增持
FELE
FRANKLIN ELEC INC
-$136.5K
10,026
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$128.6K
16,427
-8%
建仓
F
FORD MTR CO DEL
+$127.5K
10,266
增持
AMGN
AMGEN INC
+$119.5K
2,479
+1%
减持
IVE
ISHARES TR
-$116.3K
2,824
-17%
减持
VUG
VANGUARD INDEX FDS
-$114.2K
7,088
-2%
增持
CAT
CATERPILLAR INC
+$108.0K
1,772
+16%
增持
BSV
VANGUARD BD INDEX FDS
+$107.2K
30,503
+5%
增持
V
VISA INC
+$105.8K
4,210
+16%
减持
RTX
RTX CORPORATION
-$104.0K
3,199
-6%
增持
REGN
REGENERON PHARMACEUTICALS
+$99.6K
878
+1%
增持
ESGD
ISHARES TR
-$94.6K
39,068
+2%
增持
RGLD
ROYAL GOLD INC
-$94.0K
11,181
+0%
减持
GIS
GENERAL MLS INC
-$90.1K
6,709
-1%
增持
PSX
PHILLIPS 66
+$89.2K
2,831
+8%
增持
GE
GENERAL ELECTRIC CO
+$87.6K
10,819
+7%
增持
IEMG
ISHARES INC
-$85.6K
51,540
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$84.5K
7,655
+15%
增持
NVDA
NVIDIA CORPORATION
+$84.1K
4,867
+1%
增持
ORCL
ORACLE CORP
+$83.0K
6,709
+27%
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$81.9K
10,700
减持
PAAS
PAN AMERN SILVER CORP
-$79.7K
75,507
-6%
增持
COP
CONOCOPHILLIPS
+$77.7K
3,220
+8%
减持
TXN
TEXAS INSTRS INC
-$75.2K
3,295
-1%
减持
VGT
VANGUARD WORLD FDS
-$71.9K
1,988
-2%
减持
JPM
JPMORGAN CHASE & CO
-$70.6K
6,104
-7%
减持
WBD
WARNER BROS DISCOVERY INC
-$69.8K
26,634
-7%
增持
AXP
AMERICAN EXPRESS CO
-$69.2K
3,145
+2%
增持
HD
HOME DEPOT INC
+$67.0K
4,057
+9%
增持
KO
COCA COLA CO
-$59.0K
14,971
+0%
增持
CL
COLGATE PALMOLIVE CO
-$58.5K
10,109
+0%
增持
AVIE
AMERICAN CENTY ETF TR
+$58.5K
16,535
+3%
增持
DHR
DANAHER CORPORATION
+$56.8K
3,254
+4%
增持
INTU
INTUIT
+$56.4K
800
+4%
增持
VXUS
VANGUARD STAR FDS
-$56.0K
22,854
+0%
增持
EFSC
ENTERPRISE FINL SVCS CORP
-$54.9K
59,610
+2%
清仓
ARAY
ACCURAY INC
-$53.0K
0
-100%
增持
NFLX
NETFLIX INC
+$51.9K
904
+38%
增持
JNJ
JOHNSON & JOHNSON
+$51.8K
13,059
+9%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$46.2K
1,159
+1%
增持
AFL
AFLAC INC
+$45.2K
5,304
+2%
增持
AVGO
BROADCOM INC
+$45.0K
309
+27%
减持
MO
ALTRIA GROUP INC
-$44.8K
8,157
-5%
增持
—
CHUBB LIMITED
+$44.5K
1,888
+4%
增持
WPC
WP CAREY INC
-$44.3K
3,924
+3%
增持
IVW
ISHARES TR
+$42.8K
6,406
+14%
减持
IWF
ISHARES TR
-$41.3K
4,192
-0%
