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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 26
增持 90
减持 25
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$57.6M
442,781
+83%
减持
DFAC
DIMENSIONAL ETF TRUST
+$28.6M
10,977,943
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$19.6M
5,121,033
-2%
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
DFUV
DIMENSIONAL ETF TRUST
+$19.6M
6,651,940
-2%
增持
LRGF
ISHARES TR
+$9.1M
1,459,706
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$6.1M
2,617,715
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.5M
780,921
+4%
增持
VOO
VANGUARD INDEX FDS
+$5.0M
50,317
+14%
减持
DFAX
DIMENSIONAL ETF TRUST
+$4.1M
4,190,989
-0%
减持
AVUS
AMERICAN CENTY ETF TR
+$3.9M
521,299
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.2M
447,733
+13%
建仓
POST
POST HLDGS INC
+$3.1M
29,118
增持
LLY
ELI LILLY & CO
+$2.5M
12,353
+1%
增持
NVDA
NVIDIA CORPORATION
+$2.5M
5,589
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
272,521
+16%
减持
EMR
EMERSON ELEC CO
+$2.3M
356,581
-9%
减持
AVDE
AMERICAN CENTY ETF TR
+$2.3M
913,252
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$2.3M
1,479,299
-2%
增持
MSFT
MICROSOFT CORP
+$2.0M
33,665
+4%
增持
META
META PLATFORMS INC
+$2.0M
13,977
+4%
减持
TSLA
TESLA INC
-$1.8M
20,010
-7%
增持
AAPL
APPLE INC
-$1.7M
123,621
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.5M
365,280
+10%
增持
AMZN
AMAZON COM INC
+$1.3M
30,554
+11%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.3M
1,670,937
-2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.2M
19,694
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
16,021
+3%
减持
BUSE
FIRST BUSEY CORP
-$1.2M
1,301,825
-1%
增持
VXF
VANGUARD INDEX FDS
+$1.0M
37,105
+11%
增持
—
EXXON MOBIL CORP
+$936.1K
50,193
+2%
减持
ITOT
ISHARES TR
+$920.2K
135,110
-3%
减持
ESGU
ISHARES TR
+$849.7K
100,267
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$786.5K
91,885
+24%
减持
ENR
ENERGIZER HLDGS INC NEW
-$720.4K
101,404
-13%
增持
GE
GENERAL ELECTRIC CO
+$716.4K
12,022
+10%
增持
EFV
ISHARES TR
+$714.8K
272,569
+1%
增持
IWB
ISHARES TR
+$701.8K
13,447
+11%
增持
SCZ
ISHARES TR
+$655.1K
422,739
+0%
增持
PG
PROCTER AND GAMBLE CO
+$645.7K
35,676
+2%
建仓
BRBR
BELLRING BRANDS INC
+$638.7K
10,820
增持
BA
BOEING CO
-$546.8K
11,089
+8%
增持
ABBV
ABBVIE INC
+$530.2K
15,942
+4%
增持
BAC
BANK AMERICA CORP
+$522.2K
97,073
+3%
增持
MRK
MERCK & CO INC
+$487.3K
20,706
+1%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$464.7K
0
-100%
建仓
AVMC
AMERICAN CENTY ETF TR
+$463.0K
7,445
增持
WMT
WALMART INC
+$458.3K
51,014
+208%
增持
JPM
JPMORGAN CHASE & CO
+$454.7K
8,141
+18%
增持
DFAE
DIMENSIONAL ETF TRUST
+$450.0K
52,755
+49%
增持
VOT
VANGUARD INDEX FDS
+$440.7K
3,927
+78%
增持
VUG
VANGUARD INDEX FDS
+$438.9K
7,693
+8%
清仓
EWZ
ISHARES INC
-$432.4K
0
-100%
增持
IEFA
ISHARES TR
+$431.6K
109,265
+0%
增持
VTV
VANGUARD INDEX FDS
+$429.3K
14,131
+13%
增持
AVLC
AMERICAN CENTY ETF TR
+$423.9K
24,495
+25%
减持
UNH
UNITEDHEALTH GROUP INC
-$415.5K
11,448
-1%
减持
IVLU
ISHARES TR
+$415.3K
362,836
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$411.7K
6,112
+4%
减持
—
BARRICK GOLD CORP
-$400.1K
220,593
-2%
减持
VNQ
VANGUARD INDEX FDS
-$397.6K
126,158
-1%
增持
MGK
VANGUARD WORLD FD
+$359.0K
7,712
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$344.5K
8,720
+37%
增持
VBK
VANGUARD INDEX FDS
+$342.9K
2,302
+116%
增持
COST
COSTCO WHSL CORP NEW
+$323.9K
2,891
+6%
增持
GOOGL
ALPHABET INC
+$315.8K
22,462
+2%
建仓
—
SUPER MICRO COMPUTER INC
+$314.1K
311
增持
CRM
SALESFORCE INC
+$313.8K
6,431
+4%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$305.7K
1,258
+7%
增持
WFC
WELLS FARGO CO NEW
+$296.4K
13,274
+38%
减持
PLD
PROLOGIS INC.
-$292.8K
91,898
-0%
清仓
BTU
PEABODY ENERGY CORP
-$290.4K
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$279.7K
3,665
增持
IVV
ISHARES TR
+$275.2K
3,834
+5%
增持
AVGO
BROADCOM INC
+$275.1K
584
+31%
建仓
SO
SOUTHERN CO
+$275.1K
3,834
建仓
TDG
TRANSDIGM GROUP INC
+$274.6K
223
增持
QCOM
QUALCOMM INC
+$274.5K
7,538
+9%
建仓
COIN
COINBASE GLOBAL INC
+$269.9K
1,018
增持
HD
HOME DEPOT INC
+$267.3K
4,543
+7%
减持
QQQ
INVESCO QQQ TR
+$256.2K
8,540
-1%
增持
AEE
AMEREN CORP
+$254.0K
11,583
+39%
建仓
NVO
NOVO-NORDISK A S
+$251.0K
1,955
清仓
WPC
WP CAREY INC
-$248.9K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$246.9K
690
建仓
MU
MICRON TECHNOLOGY INC
+$246.5K
2,091
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$245.3K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$244.7K
11,702
+5%
建仓
IWS
ISHARES TR
+$243.1K
1,940
增持
EFSC
ENTERPRISE FINL SVCS CORP
-$238.9K
58,651
+0%
清仓
—
IMMUNOGEN INC
-$237.2K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$236.8K
1,145
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$235.0K
7,417
+3%
建仓
WM
WASTE MGMT INC DEL
+$231.9K
1,088
增持
SCHX
SCHWAB STRATEGIC TR
+$230.5K
37,965
+1%
增持
ORCL
ORACLE CORP
+$223.5K
7,669
+9%
清仓
USHY
ISHARES TR
-$220.6K
0
-100%
建仓
CDW
CDW CORP
+$220.2K
861
增持
NFLX
NETFLIX INC
+$216.1K
1,127
+17%
建仓
SCHW
SCHWAB CHARLES CORP
+$211.5K
2,924
建仓
—
TRANE TECHNOLOGIES PLC
+$210.7K
702
建仓
IWP
ISHARES TR
+$210.7K
1,846
建仓
KLAC
KLA CORP
+$209.6K
300
建仓
EFA
ISHARES TR
+$207.2K
2,594
建仓
PYPL
PAYPAL HLDGS INC
+$207.1K
3,091
清仓
CLX
CLOROX CO DEL
-$206.9K
0
-100%
增持
ESGD
ISHARES TR
+$204.6K
41,797
+1%
建仓
IUSV
ISHARES TR
+$203.2K
2,247
增持
GOOG
ALPHABET INC
+$202.7K
9,043
+9%
增持
VOE
VANGUARD INDEX FDS
+$202.6K
2,946
+66%
建仓
ITW
ILLINOIS TOOL WKS INC
+$202.1K
753
清仓
NEM
NEWMONT CORP
-$202.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$201.6K
20,722
+17%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$201.1K
646
增持
IJR
ISHARES TR
+$194.0K
19,559
+8%
增持
SCHB
SCHWAB STRATEGIC TR
+$188.3K
8,991
+39%
增持
CI
THE CIGNA GROUP
+$188.2K
2,666
+2%
增持
CVX
CHEVRON CORP NEW
+$187.7K
10,193
+7%
减持
AEM
AGNICO EAGLE MINES LTD
+$187.4K
74,687
-4%
增持
—
EATON CORP PLC
+$187.2K
1,463
+30%
减持
DIS
DISNEY WALT CO
+$185.4K
5,935
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$184.7K
2,986
+41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$179.3K
4,859
+3%
增持
CAT
CATERPILLAR INC
+$171.0K
1,939
+6%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$170.7K
27,610
+160%
增持
V
VISA INC
+$169.2K
4,849
+7%
增持
AVDS
AMERICAN CENTY ETF TR
+$164.6K
8,890
+49%
增持
DHR
DANAHER CORPORATION
+$162.9K
3,766
+12%
增持
PEP
PEPSICO INC
+$162.3K
24,157
+1%
增持
IWF
ISHARES TR
+$160.8K
4,290
+1%
增持
AXP
AMERICAN EXPRESS CO
+$157.6K
3,409
+3%
增持
AMAT
APPLIED MATLS INC
+$149.8K
2,904
+5%
增持
ABT
ABBOTT LABS
+$149.8K
19,389
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$144.2K
19,269
+4%
增持
AVIE
AMERICAN CENTY ETF TR
+$141.3K
18,339
+4%
增持
—
ACCENTURE PLC IRELAND
+$138.2K
1,590
+35%
减持
VONV
VANGUARD SCOTTSDALE FDS
+$137.8K
25,891
-1%
增持
JNJ
JOHNSON & JOHNSON
+$130.8K
14,317
+5%
增持
—
CHUBB LIMITED
+$129.5K
2,334
+11%
增持
VLUE
ISHARES TR
+$123.5K
4,803
+22%
增持
RTX
RTX CORPORATION
+$122.9K
4,578
+19%
增持
MPC
MARATHON PETE CORP
+$122.9K
1,687
+15%
减持
MA
MASTERCARD INCORPORATED
+$120.9K
2,694
-2%
建仓
GNLX
GENELUX CORPORATION
+$117.2K
18,230
增持
SCHG
SCHWAB STRATEGIC TR
+$111.6K
11,427
+0%
增持
COP
CONOCOPHILLIPS
+$111.1K
4,048
+16%
增持
NEE
NEXTERA ENERGY INC
+$111.0K
14,636
+8%
增持
NKE
NIKE INC
-$106.0K
9,012
+3%
增持
TGT
TARGET CORP
+$105.3K
2,391
+7%
增持
CL
COLGATE PALMOLIVE CO
+$104.7K
9,370
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$104.5K
32,960
+1%
