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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 32
增持 59
减持 46
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
DFAC
DIMENSIONAL ETF TRUST
+$17.3M
10,614,571
-1%
增持
VTI
VANGUARD INDEX FDS
+$15.5M
483,754
+6%
减持
DFUV
DIMENSIONAL ETF TRUST
+$12.2M
6,484,092
-1%
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
+$11.9M
4,963,934
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$8.0M
837,800
+4%
增持
LRGF
ISHARES TR
+$6.3M
1,520,756
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$6.1M
4,160,423
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.7M
2,646,910
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$5.6M
1,443,040
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$4.9M
1,634,761
-1%
增持
SCZ
ISHARES TR
+$4.2M
445,652
+6%
减持
AVDE
AMERICAN CENTY ETF TR
+$4.1M
901,805
-0%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
59,029
+4%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.6M
521,349
+0%
减持
EMR
EMERSON ELEC CO
-$2.4M
335,303
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
321,667
+5%
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$1.5M
64,000
+47%
减持
ITOT
ISHARES TR
-$1.3M
116,287
-13%
增持
EFV
ISHARES TR
+$1.3M
274,882
+1%
减持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
626,064
-0%
增持
PLD
PROLOGIS INC.
+$1.3M
91,872
+0%
减持
VNQ
VANGUARD INDEX FDS
+$1.3M
121,518
-4%
减持
TSLA
TESLA INC
-$1.2M
9,411
-49%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.2M
78,798
-0%
减持
META
META PLATFORMS INC
-$1.1M
10,817
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$893.3K
16,208
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$864.8K
121,377
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$850.1K
393,218
+0%
建仓
RDDT
REDDIT INC
+$838.9K
12,726
增持
WMT
WALMART INC
+$806.1K
53,822
+3%
建仓
CLMT
CALUMET INC
+$801.9K
45,000
增持
CDE
COEUR MNG INC
+$753.3K
299,169
+29%
减持
IVLU
ISHARES TR
+$725.2K
364,040
-0%
清仓
—
CALUMET SPECIALTY PRODS PART
-$722.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$717.8K
33,029
-1%
减持
AVEM
AMERICAN CENTY ETF TR
+$705.8K
208,982
-0%
增持
VXF
VANGUARD INDEX FDS
+$701.7K
39,634
+3%
减持
UNH
UNITEDHEALTH GROUP INC
+$644.4K
11,094
-3%
减持
AMZN
AMAZON COM INC
-$596.1K
29,420
-6%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$580.9K
26,536
增持
POST
POST HLDGS INC
+$569.3K
31,127
+7%
减持
IEFA
ISHARES TR
+$553.0K
102,586
-0%
减持
ESGU
ISHARES TR
+$524.2K
95,506
-1%
增持
IMO
IMPERIAL OIL LTD
+$507.7K
45,453
+15%
增持
MCD
MCDONALDS CORP
+$472.6K
9,415
+0%
建仓
SHOP
SHOPIFY INC
+$456.2K
5,692
减持
VUG
VANGUARD INDEX FDS
-$454.5K
6,286
-18%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$435.8K
14,970
增持
VBR
VANGUARD INDEX FDS
+$414.7K
12,647
+9%
建仓
LW
LAMB WESTON HLDGS INC
+$411.7K
6,359
建仓
VRT
VERTIV HOLDINGS CO
+$409.6K
4,117
增持
AVLC
AMERICAN CENTY ETF TR
+$387.9K
29,165
+19%
建仓
MSTR
MICROSTRATEGY INC
+$381.4K
2,262
减持
ABBV
ABBVIE INC
+$373.3K
15,305
-1%
减持
ENR
ENERGIZER HLDGS INC NEW
-$372.9K
49,110
-25%
增持
HD
HOME DEPOT INC
+$367.3K
4,809
+5%
增持
GE
GE AEROSPACE
+$360.4K
12,140
+0%
减持
BA
BOEING CO
-$336.6K
11,084
-0%
增持
AVMC
AMERICAN CENTY ETF TR
+$323.8K
12,971
+51%
增持
GOOGL
ALPHABET INC
-$309.0K
22,776
+2%
增持
AVLV
AMERICAN CENTY ETF TR
+$307.4K
35,559
+10%
建仓
AVMV
AMERICAN CENTY ETF TR
+$305.2K
4,750
建仓
VHT
VANGUARD WORLD FD
+$300.7K
1,065
增持
GEV
GE VERNOVA INC
+$295.7K
3,483
+1%
增持
VXUS
VANGUARD STAR FDS
+$287.2K
23,071
+15%
减持
PG
PROCTER AND GAMBLE CO
+$287.0K
34,932
-0%
减持
BRBR
BELLRING BRANDS INC
-$282.8K
5,354
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$281.7K
7,178
-5%
建仓
PPG
PPG INDS INC
+$279.2K
2,108
清仓
TSN
TYSON FOODS INC
-$269.9K
0
-100%
减持
IWB
ISHARES TR
-$265.7K
10,961
-12%
减持
UNP
UNION PAC CORP
+$265.1K
13,146
-0%
增持
AVDS
AMERICAN CENTY ETF TR
+$265.0K
12,870
+45%
建仓
NOW
SERVICENOW INC
+$264.7K
296
减持
USB
US BANCORP DEL
+$263.2K
44,680
-0%
清仓
—
SUPER MICRO COMPUTER INC
-$258.9K
0
-100%
减持
CRM
SALESFORCE INC
-$252.8K
5,088
-21%
清仓
—
LAM RESEARCH CORP
-$251.3K
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$247.1K
7,253
清仓
MUX
MCEWEN MNG INC
-$246.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$243.7K
6,374
+2%
建仓
BX
BLACKSTONE INC
+$241.6K
1,578
减持
MRK
MERCK & CO INC
-$239.8K
21,798
-1%
增持
VTV
VANGUARD INDEX FDS
+$237.5K
14,746
+1%
清仓
INTC
INTEL CORP
-$236.1K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$235.3K
579
清仓
IWS
ISHARES TR
-$234.2K
0
-100%
增持
ORCL
ORACLE CORP
+$230.9K
7,874
+0%
增持
ESE
ESCO TECHNOLOGIES INC
+$229.6K
9,587
+0%
清仓
SCHW
SCHWAB CHARLES CORP
-$229.0K
0
-100%
增持
IEMG
ISHARES INC
+$227.3K
53,708
+1%
清仓
COIN
COINBASE GLOBAL INC
-$226.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$224.4K
2,788
增持
LLY
ELI LILLY & CO
-$223.1K
12,457
+0%
建仓
VCRB
VANGUARD MALVERN FDS
+$222.9K
2,815
建仓
BSX
BOSTON SCIENTIFIC CORP
+$222.7K
2,658
建仓
FICO
FAIR ISAAC CORP
+$221.6K
114
建仓
DUK
DUKE ENERGY CORP NEW
+$221.4K
1,920
建仓
AVXC
AMERICAN CENTY ETF TR
+$220.5K
4,075
清仓
—
LIBERTY GLOBAL LTD
-$219.1K
0
-100%
增持
QCOM
QUALCOMM INC
-$217.5K
7,502
+0%
增持
ESGD
ISHARES TR
+$217.5K
40,245
+0%
建仓
NOC
NORTHROP GRUMMAN CORP
+$213.2K
404
建仓
TTD
THE TRADE DESK INC
+$212.6K
1,939
建仓
PYPL
PAYPAL HLDGS INC
+$210.4K
2,696
清仓
DELL
DELL TECHNOLOGIES INC
-$209.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$209.1K
14,952
+0%
建仓
ITW
ILLINOIS TOOL WKS INC
+$208.6K
796
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$206.5K
8,733
建仓
EXEL
EXELIXIS INC
+$206.1K
7,941
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$204.7K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$204.6K
396
增持
MMM
3M CO
+$203.7K
5,147
+5%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$201.9K
4,860
清仓
NEM
NEWMONT CORP
-$201.1K
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$201.1K
2,443
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$200.9K
432
增持
IJR
ISHARES TR
+$198.6K
18,988
+0%
增持
IVV
ISHARES TR
+$194.2K
4,606
+2%
增持
AVSF
AMERICAN CENTY ETF TR
+$193.4K
85,825
+3%
减持
AAPL
APPLE INC
+$188.2K
112,197
-9%
增持
MA
MASTERCARD INCORPORATED
+$185.9K
2,754
+3%
增持
VLUE
ISHARES TR
+$185.7K
6,764
+27%
减持
JNJ
JOHNSON & JOHNSON
+$185.7K
14,783
-2%
减持
CMCSA
COMCAST CORP NEW
+$185.4K
74,495
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$183.2K
1,726
-40%
减持
EPC
EDGEWELL PERS CARE CO
-$181.0K
46,834
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$169.2K
3,300
+6%
减持
ABT
ABBOTT LABS
+$169.1K
19,192
-1%
减持
AEE
AMEREN CORP
+$168.1K
11,249
-2%
增持
PFE
PFIZER INC
+$155.9K
95,013
+2%
减持
NVDA
NVIDIA CORPORATION
-$153.1K
45,907
-1%
增持
COST
COSTCO WHSL CORP NEW
+$145.0K
2,969
+1%
增持
GOOG
ALPHABET INC
-$135.9K
9,382
+1%
增持
SMLF
ISHARES TR
+$135.8K
8,503
+22%
增持
AXP
AMERICAN EXPRESS CO
+$135.2K
3,265
+1%
增持
AFL
AFLAC INC
+$127.4K
5,600
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$125.0K
37,963
-0%
减持
MGK
VANGUARD WORLD FD
-$124.5K
6,406
-8%
增持
FNV
FRANCO NEV CORP
+$123.8K
21,350
+0%
减持
T
AT&T INC
+$123.6K
45,364
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$122.9K
698
+25%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$122.8K
10,085
+5%
增持
RGLD
ROYAL GOLD INC
+$122.2K
8,064
+0%
减持
PM
PHILIP MORRIS INTL INC
+$121.4K
6,353
-1%
增持
AVGO
BROADCOM INC
+$121.4K
6,763
+939%
建仓
BDJ
BLACKROCK ENHANCED EQUITY DI
+$121.1K
14,000
增持
KO
COCA COLA CO
+$120.0K
11,908
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$119.3K
1,260
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$116.1K
8,466
+3%
