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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 27
增持 87
减持 29
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
+$32.4M
11,022,373
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$20.7M
6,782,673
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$17.6M
5,251,327
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。
-4%
增持
VTI
VANGUARD INDEX FDS
+$15.7M
242,152
+23%
增持
AVUV
AMERICAN CENTY ETF TR
+$11.9M
753,948
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$11.0M
1,508,933
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$10.9M
1,713,038
-1%
增持
LRGF
ISHARES TR
+$10.6M
1,438,301
+6%
增持
AVDE
AMERICAN CENTY ETF TR
+$7.6M
925,641
+7%
减持
DFAX
DIMENSIONAL ETF TRUST
+$7.5M
4,197,112
-0%
减持
BUSE
FIRST BUSEY CORP
+$7.1M
1,308,725
-1%
增持
AVUS
AMERICAN CENTY ETF TR
+$5.7M
524,593
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.2M
2,621,115
+1%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
43,960
+12%
减持
EMR
EMERSON ELEC CO
-$3.6M
391,685
-9%
增持
SCZ
ISHARES TR
+$3.0M
421,922
+3%
增持
AAPL
APPLE INC
+$2.9M
118,969
+2%
增持
IEFA
ISHARES TR
+$2.4M
109,141
+33%
增持
VNQ
VANGUARD INDEX FDS
+$2.3M
127,974
+8%
增持
MSFT
MICROSOFT CORP
+$2.2M
32,252
+2%
增持
PLD
PROLOGIS INC.
+$2.0M
91,971
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.8M
396,639
+4%
建仓
AGI
ALAMOS GOLD INC NEW
+$1.7M
123,468
增持
ESGU
ISHARES TR
+$1.4M
101,763
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
215,833
+6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.3M
332,519
+6%
增持
IVLU
ISHARES TR
+$1.1M
370,712
+8%
减持
ITOT
ISHARES TR
+$1.1M
139,295
-3%
清仓
—
SEAGEN INC
-$1.1M
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$1.1M
33,453
+9%
建仓
AVLC
AMERICAN CENTY ETF TR
+$1.1M
19,600
增持
EFV
ISHARES TR
+$858.9K
270,882
+0%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$854.1K
35,423
减持
FNV
FRANCO NEV CORP
-$842.7K
32,096
-3%
增持
META
META PLATFORMS INC
+$840.7K
13,446
+3%
增持
—
EXXON MOBIL CORP
-$813.5K
48,993
+1%
减持
NEM
NEWMONT CORP
-$793.9K
4,881
-82%
清仓
DG
DOLLAR GEN CORP NEW
-$766.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$757.5K
27,432
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$686.1K
18,514
-37%
增持
IWB
ISHARES TR
+$635.2K
12,092
+12%
增持
LLY
ELI LILLY & CO
+$614.0K
12,177
+1%
增持
UNP
UNION PAC CORP
+$599.4K
12,849
+2%
减持
BAC
BANK AMERICA CORP
+$562.9K
93,817
-1%
增持
QQQ
INVESCO QQQ TR
+$539.3K
8,634
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$501.4K
74,247
+14%
增持
USB
US BANCORP DEL
+$482.0K
46,189
+1%
增持
GOOGL
ALPHABET INC
+$481.1K
22,009
+11%
减持
PFE
PFIZER INC
-$449.3K
91,241
-2%
增持
NVDA
NVIDIA CORPORATION
+$437.2K
5,158
+6%
增持
ESGD
ISHARES TR
+$434.7K
41,507
+6%
增持
CBSH
COMMERCE BANCSHARES INC
+$410.4K
55,290
+4%
增持
CRM
SALESFORCE INC
+$409.2K
6,168
+3%
减持
EFSC
ENTERPRISE FINL SVCS CORP
+$382.4K
58,629
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$371.7K
11,547
+2%
增持
MA
MASTERCARD INCORPORATED
+$347.6K
2,758
+32%
增持
COST
COSTCO WHSL CORP NEW
+$345.1K
2,718
+6%
建仓
HON
HONEYWELL INTL INC
+$328.6K
1,567
建仓
MTB
M & T BK CORP
+$319.7K
2,332
增持
SPY
SPDR S&P 500 ETF TR
+$314.8K
5,860
+1%
增持
IEMG
ISHARES INC
+$299.9K
54,422
+6%
增持
IJR
ISHARES TR
+$295.1K
18,176
+3%
增持
JPM
JPMORGAN CHASE & CO
+$290.7K
6,913
+13%
建仓
BTU
PEABODY ENERGY CORP
+$290.4K
11,941
增持
ABT
ABBOTT LABS
+$290.4K
18,660
+2%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$281.2K
0
-100%
减持
BA
BOEING CO
+$280.7K
10,308
-18%
增持
VUG
VANGUARD INDEX FDS
+$278.7K
7,106
+0%
增持
SUSB
ISHARES TR
+$264.5K
147,618
+5%
减持
MCD
MCDONALDS CORP
+$263.6K
9,476
-2%
建仓
URI
UNITED RENTALS INC
+$258.6K
451
建仓
DHI
D R HORTON INC
+$255.3K
1,680
减持
VEA
VANGUARD TAX-MANAGED FDS
+$253.2K
235,323
-7%
增持
HD
HOME DEPOT INC
+$249.3K
4,257
+5%
增持
AVGO
BROADCOM INC
+$242.3K
447
+45%
减持
CMCSA
COMCAST CORP NEW
-$240.4K
73,809
-6%
建仓
—
IMMUNOGEN INC
+$237.2K
8,000
增持
AMD
ADVANCED MICRO DEVICES INC
+$234.1K
4,733
+5%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$233.4K
0
-100%
建仓
TJX
TJX COS INC NEW
+$228.3K
2,434
建仓
—
LIBERTY GLOBAL LTD
+$227.0K
12,180
清仓
SR
SPIRE INC
-$226.8K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$226.6K
440
建仓
ECL
ECOLAB INC
+$226.5K
1,142
清仓
—
LIBERTY GLOBAL PLC
-$226.1K
0
-100%
建仓
EXI
ISHARES TR
+$224.3K
1,760
减持
VBR
VANGUARD INDEX FDS
+$223.1K
11,117
-0%
建仓
USHY
ISHARES TR
+$220.6K
6,069
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$218.9K
2,427
建仓
GS
GOLDMAN SACHS GROUP INC
+$217.7K
564
建仓
MPC
MARATHON PETE CORP
+$217.1K
1,463
增持
V
VISA INC
+$215.7K
4,548
+8%
建仓
SBUX
STARBUCKS CORP
+$214.6K
2,236
建仓
CPRT
COPART INC
+$213.7K
4,361
减持
CVX
CHEVRON CORP NEW
-$213.1K
9,521
-2%
建仓
MS
MORGAN STANLEY
+$209.5K
2,247
建仓
BX
BLACKSTONE INC
+$209.1K
1,597
建仓
SLV
ISHARES SILVER TR
+$207.9K
9,544
建仓
CLX
CLOROX CO DEL
+$206.9K
1,451
清仓
LBRDK
LIBERTY BROADBAND CORP
-$206.7K
0
-100%
建仓
—
LAM RESEARCH CORP
+$206.0K
263
增持
IVV
ISHARES TR
+$203.4K
3,643
+2%
建仓
AVMA
AMERICAN CENTY ETF TR
+$202.8K
3,750
建仓
AMT
AMERICAN TOWER CORP NEW
+$202.1K
936
增持
GE
GENERAL ELECTRIC CO
+$197.7K
10,920
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$195.2K
7,223
+3%
增持
IWM
ISHARES TR
+$173.0K
2,313
+40%
增持
IWF
ISHARES TR
+$170.0K
4,239
+1%
增持
INTC
INTEL CORP
+$165.9K
7,472
+27%
增持
RGLD
ROYAL GOLD INC
+$164.7K
11,190
+0%
增持
VTV
VANGUARD INDEX FDS
+$159.2K
12,522
+1%
减持
DVY
ISHARES TR
+$156.6K
20,151
-2%
增持
GOOG
ALPHABET INC
+$156.3K
8,332
+8%
减持
QCOM
QUALCOMM INC
+$156.0K
6,926
-9%
增持
AXP
AMERICAN EXPRESS CO
+$149.4K
3,302
+5%
增持
NKE
NIKE INC
+$148.0K
8,777
+4%
减持
WBD
WARNER BROS DISCOVERY INC
-$145.8K
12,607
-53%
增持
VGT
VANGUARD WORLD FDS
+$142.7K
1,999
+1%
增持
VXUS
VANGUARD STAR FDS
+$141.6K
23,546
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$135.5K
17,717
+8%
增持
MRK
MERCK & CO INC
+$132.4K
20,591
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$131.8K
15,552
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$131.7K
37,688
-4%
增持
ABBV
ABBVIE INC
+$131.1K
15,312
+2%
增持
NFLX
NETFLIX INC
+$127.0K
962
+6%
增持
INTU
INTUIT
+$116.9K
841
+5%
增持
TSLA
TESLA INC
+$113.4K
21,431
+3%
增持
IWR
ISHARES TR
+$107.0K
5,272
+21%
增持
JNJ
JOHNSON & JOHNSON
+$99.9K
13,615
+4%
减持
KMB
KIMBERLY-CLARK CORP
-$99.9K
2,108
-28%
减持
SHEL
SHELL PLC
-$99.6K
7,204
-19%
增持
WFC
WELLS FARGO CO NEW
+$97.9K
9,609
+5%
增持
BSV
VANGUARD BD INDEX FDS
+$96.3K
31,020
+2%
增持
RTX
RTX CORPORATION
+$93.4K
3,846
+20%
减持
SCHA
SCHWAB STRATEGIC TR
-$92.9K
18,559
-21%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$92.9K
660
+25%
减持
—
APTIV PLC
-$92.6K
9,981
-0%
增持
—
LINDE PLC
+$90.6K
1,023
+16%
增持
VO
VANGUARD INDEX FDS
+$90.6K
3,491
+1%
增持
MMM
3M CO
+$90.3K
4,908
+3%
增持
ADBE
ADOBE INC
+$89.7K
617
+13%
增持
ELV
ELEVANCE HEALTH INC
+$89.3K
1,544
+5%
增持
PG
PROCTER AND GAMBLE CO
+$88.3K
35,095
+1%
增持
—
ACCENTURE PLC IRELAND
+$87.9K
1,176
+11%
增持
AVDS
AMERICAN CENTY ETF TR
+$87.2K
5,950
+27%
减持
ENR
ENERGIZER HLDGS INC NEW
-$85.3K
116,974
-1%
增持
AMGN
AMGEN INC
+$85.0K
2,608
+5%
增持
AMAT
APPLIED MATLS INC
+$84.4K
2,771
+5%
增持
TGT
TARGET CORP
+$82.3K
2,236
+5%
增持
—
CHUBB LIMITED
+$82.2K
2,103
+11%
