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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 22
增持 75
减持 37
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$10.8M
509,749
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
-$9.5M
6,373,697
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$9.5M
4,139,497
-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。
增持
DFAU
DIMENSIONAL ETF TRUST
+$7.3M
794,744
+27%
减持
ITOT
ISHARES TR
-$5.3M
72,114
-38%
增持
AVDE
AMERICAN CENTY ETF TR
-$4.9M
904,834
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
-$4.2M
2,723,071
+3%
减持
EMR
EMERSON ELEC CO
+$3.8M
326,337
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$3.3M
4,790,947
-3%
增持
AAPL
APPLE INC
+$2.7M
115,325
+3%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
61,986
+5%
增持
SCZ
ISHARES TR
-$2.2M
461,050
+3%
减持
LRGF
ISHARES TR
+$2.1M
1,515,832
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.0M
496,334
+26%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
37,057
-50%
减持
AVEM
AMERICAN CENTY ETF TR
-$1.5M
203,865
-2%
增持
TSLA
TESLA INC
+$1.5M
9,805
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.4M
125,394
+98%
减持
—
BARRICK GOLD CORP
-$1.4M
260,247
-5%
减持
IVLU
ISHARES TR
-$1.4M
345,964
-5%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.4M
1,609,388
-2%
增持
LLY
ELI LILLY & CO
-$1.3M
12,586
+1%
增持
AMZN
AMAZON COM INC
+$1.3M
30,748
+5%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.1M
1,420,946
-2%
增持
GOOGL
ALPHABET INC
+$1.1M
25,551
+12%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.0M
10,493,110
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.0M
16,105
-48%
增持
VNQ
VANGUARD INDEX FDS
-$1.0M
121,638
+0%
增持
NVDA
NVIDIA CORPORATION
+$975.8K
48,780
+6%
增持
PLD
PROLOGIS INC.
-$837.5K
101,836
+11%
减持
AVUS
AMERICAN CENTY ETF TR
+$797.4K
520,001
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$791.8K
840,968
+0%
增持
IEFA
ISHARES TR
-$765.1K
103,042
+0%
减持
AEM
AGNICO EAGLE MINES LTD
-$735.8K
71,758
-9%
增持
AVGO
BROADCOM INC
+$732.8K
8,193
+21%
减持
ESGU
ISHARES TR
-$656.0K
88,456
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$607.5K
342,528
+6%
增持
GOOG
ALPHABET INC
+$577.3K
11,268
+20%
增持
JPM
JPMORGAN CHASE & CO.
+$570.7K
9,828
+16%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$556.4K
7,357
减持
EPC
EDGEWELL PERS CARE CO
-$548.3K
34,335
-27%
减持
WMT
WALMART INC
+$504.4K
53,686
-0%
增持
VXF
VANGUARD INDEX FDS
+$499.2K
40,595
+2%
清仓
SHEL
SHELL PLC
-$493.5K
0
-100%
增持
CRM
SALESFORCE INC
+$488.0K
5,625
+11%
减持
GE
GE AEROSPACE
-$484.9K
10,819
-11%
增持
BAC
BANK AMERICA CORP
+$420.3K
97,880
+0%
清仓
LW
LAMB WESTON HLDGS INC
-$411.7K
0
-100%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$381.7K
6,111
增持
—
EXXON MOBIL CORP
-$374.0K
53,784
+2%
增持
V
VISA INC
+$367.3K
5,426
+11%
增持
MSFT
MICROSOFT CORP
+$356.7K
34,565
+5%
增持
CDE
COEUR MNG INC
-$347.0K
299,173
+0%
增持
PEP
PEPSICO INC
-$345.3K
24,612
+2%
增持
MSTR
MICROSTRATEGY INC
+$337.5K
2,482
+10%
增持
CBSH
COMMERCE BANCSHARES INC
+$334.8K
55,443
+6%
减持
REGN
REGENERON PHARMACEUTICALS
-$327.8K
899
-2%
减持
ENR
ENERGIZER HLDGS INC NEW
-$319.8K
35,538
-28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$314.3K
17,151
+6%
清仓
VHT
VANGUARD WORLD FD
-$300.7K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$297.7K
1,236
增持
MRK
MERCK & CO INC
+$285.1K
27,749
+27%
增持
ESGD
ISHARES TR
-$281.2K
40,797
+1%
清仓
PPG
PPG INDS INC
-$279.2K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$276.1K
14,889
+9%
建仓
SBUX
STARBUCKS CORP
+$268.9K
2,947
减持
ELV
ELEVANCE HEALTH INC
-$266.5K
1,564
-4%
减持
BA
BOEING CO
+$264.1K
11,013
-1%
增持
ABT
ABBOTT LABS
+$257.8K
21,624
+13%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$255.1K
1,292
建仓
BLK
BLACKROCK INC
+$253.2K
247
增持
AXP
AMERICAN EXPRESS CO
+$251.2K
3,830
+17%
建仓
AGG
ISHARES TR
+$245.0K
2,528
减持
MAC
MACERICH CO
-$242.6K
32,549
-33%
增持
AEE
AMEREN CORP
+$240.7K
13,737
+22%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$236.6K
5,732
建仓
COIN
COINBASE GLOBAL INC
+$235.6K
949
清仓
HCA
HCA HEALTHCARE INC
-$235.3K
0
-100%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$230.5K
4,363
建仓
DFSD
DIMENSIONAL ETF TRUST
+$229.9K
4,904
增持
AVIG
AMERICAN CENTY ETF TR
-$228.2K
141,532
+1%
建仓
IXN
ISHARES TR
+$228.2K
2,693
建仓
GUNR
FLEXSHARES TR
+$226.5K
6,230
清仓
COWZ
PACER FDS TR
-$225.7K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$225.4K
1,117
建仓
DE
DEERE & CO
+$224.7K
530
建仓
ISRG
INTUITIVE SURGICAL INC
+$224.4K
430
清仓
CARR
CARRIER GLOBAL CORPORATION
-$224.4K
0
-100%
建仓
AMP
AMERIPRISE FINL INC
+$224.2K
421
增持
IEMG
ISHARES INC
-$222.9K
54,777
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$222.7K
2,883
+67%
清仓
DUK
DUKE ENERGY CORP NEW
-$221.4K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$218.0K
945
减持
QQQ
INVESCO QQQ TR
+$217.7K
9,435
-0%
清仓
EFA
ISHARES TR
-$216.9K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$214.1K
2,893
增持
CSCO
CISCO SYS INC
+$213.6K
20,421
+9%
清仓
NOC
NORTHROP GRUMMAN CORP
-$213.2K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$211.3K
0
-100%
减持
NFLX
NETFLIX INC
+$209.0K
1,195
-1%
清仓
SIRI
SIRIUSXM HOLDINGS INC
-$206.5K
0
-100%
建仓
CPRT
COPART INC
+$205.1K
3,574
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$204.3K
680
增持
AMD
ADVANCED MICRO DEVICES INC
-$203.9K
5,134
+2%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$201.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$201.9K
15,170
+3%
清仓
MKC
MCCORMICK & CO INC
-$201.1K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$200.9K
0
-100%
减持
CNC
CENTENE CORP DEL
-$200.1K
12,893
-1%
增持
EFV
ISHARES TR
-$195.6K
297,663
+8%
减持
META
META PLATFORMS INC
-$190.0K
10,251
-5%
增持
CI
THE CIGNA GROUP
-$184.9K
2,738
+1%
增持
UNP
UNION PAC CORP
-$182.7K
13,408
+2%
增持
TXN
TEXAS INSTRS INC
+$181.7K
4,147
+44%
增持
VV
VANGUARD INDEX FDS
+$176.7K
6,204
+9%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$173.9K
26,936
+2%
增持
TJX
TJX COS INC NEW
+$173.7K
4,295
+46%
减持
T
AT&T INC
-$165.1K
36,579
-19%
建仓
AUR
AURORA INNOVATION INC
+$164.3K
26,078
增持
VLUE
ISHARES TR
+$159.3K
8,492
+26%
减持
VUG
VANGUARD INDEX FDS
+$157.2K
6,263
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$155.8K
530
-24%
增持
PFE
PFIZER INC
-$150.2K
97,981
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$145.3K
11,795
+17%
增持
DIS
DISNEY WALT CO
+$144.5K
6,553
+8%
增持
VO
VANGUARD INDEX FDS
+$144.1K
4,253
+15%
减持
FNV
FRANCO NEV CORP
-$143.6K
21,338
-0%
减持
GEV
GE VERNOVA INC
+$142.4K
3,133
-10%
减持
VXUS
VANGUARD STAR FDS
-$140.0K
22,970
-0%
增持
ORCL
ORACLE CORP
+$135.0K
8,861
+13%
增持
CAT
CATERPILLAR INC
+$130.6K
2,455
+26%
减持
MGK
VANGUARD WORLD FD
+$129.2K
6,382
-0%
增持
IWF
ISHARES TR
+$125.8K
4,788
+0%
增持
NEE
NEXTERA ENERGY INC
-$121.4K
15,936
+7%
增持
COST
COSTCO WHSL CORP NEW
+$120.4K
3,004
+1%
增持
USB
US BANCORP DEL
+$119.3K
45,213
+1%
增持
CL
COLGATE PALMOLIVE CO
-$117.5K
9,514
+1%
增持
AMGN
AMGEN INC
-$114.2K
3,029
+8%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$111.8K
3,131
-18%
增持
SPGI
S&P GLOBAL INC
+$111.7K
635
+60%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$109.0K
129,403
+7%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$108.1K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$106.4K
2,838
+1%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$104.6K
6,175
+0%
增持
DHR
DANAHER CORPORATION
-$103.0K
4,046
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$101.9K
21,727
+1%
增持
DOCN
DIGITALOCEAN HLDGS INC
-$101.2K
16,096
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$100.8K
3,464
+5%
增持
VB
VANGUARD INDEX FDS
+$100.5K
2,615
+18%
增持
KMI
KINDER MORGAN INC DEL
+$100.1K
17,581
+2%
