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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 45
增持 76
减持 18
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
DFUS
DIMENSIONAL ETF TRUST
-$20.4M
4,712,710
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$18.1M
2,915,116
+7%
增持
VTI
VANGUARD INDEX FDS
+$15.7M
594,756
+17%
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
DFAC
DIMENSIONAL ETF TRUST
-$14.3M
10,568,884
+1%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$12.6M
455,461
减持
DFAS
DIMENSIONAL ETF TRUST
-$8.8M
1,400,095
-1%
增持
VV
VANGUARD INDEX FDS
+$8.4M
39,327
+534%
增持
VB
VANGUARD INDEX FDS
+$7.3M
35,839
+1271%
减持
DFAT
DIMENSIONAL ETF TRUST
-$7.3M
1,598,110
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.2M
268,922
+444%
增持
SPY
SPDR S&P 500 ETF TR
+$6.2M
17,644
+179%
减持
DFAX
DIMENSIONAL ETF TRUST
+$5.1M
4,120,996
-0%
增持
ITOT
ISHARES TR
+$4.6M
113,588
+58%
减持
AVDE
AMERICAN CENTY ETF TR
+$3.7M
894,100
-1%
增持
EMR
EMERSON ELEC CO
-$3.7M
335,562
+3%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$3.6M
136,830
建仓
DFSV
DIMENSIONAL ETF TRUST
+$3.5M
125,288
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
384,361
+12%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$3.0M
63,487
建仓
SGOV
ISHARES TR
+$2.4M
23,835
增持
AAPL
APPLE INC
-$2.1M
120,761
+5%
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$1.9M
97,466
+65%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.8M
35,802
+486%
减持
ESGU
ISHARES TR
-$1.7M
79,363
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
17,826
+4%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.7M
67,323
-6%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
DFAU
DIMENSIONAL ETF TRUST
-$1.6M
795,644
+0%
增持
AVUS
AMERICAN CENTY ETF TR
-$1.6M
528,409
+2%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
5,467
+104%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$1.4M
45,531
增持
TSLA
TESLA INC
-$1.4M
9,922
+1%
增持
VOO
VANGUARD INDEX FDS
-$1.3M
62,417
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.0M
175,860
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.0M
497,150
+0%
增持
—
BARRICK GOLD CORP
+$1.0M
260,299
+0%
减持
IVLU
ISHARES TR
+$905.6K
339,318
-2%
增持
NVDA
NVIDIA CORPORATION
-$881.9K
52,305
+7%
增持
LLY
ELI LILLY & CO
+$874.3K
12,823
+2%
建仓
SF
STIFEL FINL CORP
+$867.2K
9,200
减持
VXF
VANGUARD INDEX FDS
-$865.8K
39,745
-2%
增持
PLD
PROLOGIS INC.
+$861.8K
103,997
+2%
减持
SCZ
ISHARES TR
+$842.6K
454,138
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$813.1K
143,880
+11%
增持
ABBV
ABBVIE INC
+$780.4K
17,765
+7%
增持
LRGF
ISHARES TR
+$770.6K
1,593,834
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$725.6K
79,864
+75%
增持
—
EXXON MOBIL CORP
+$717.5K
54,679
+2%
增持
VO
VANGUARD INDEX FDS
+$706.7K
7,077
+66%
增持
MSFT
MICROSOFT CORP
-$689.5K
36,974
+7%
清仓
MAC
MACERICH CO
-$648.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$592.6K
16,802
+11%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$582.6K
2,163
+116%
增持
GOOGL
ALPHABET INC
-$575.3K
27,557
+8%
增持
V
VISA INC
+$570.2K
6,520
+20%
增持
GE
GE AEROSPACE
+$564.6K
11,837
+9%
建仓
HCA
HCA HEALTHCARE INC
+$561.2K
1,624
建仓
SHEL
SHELL PLC
+$549.9K
7,504
增持
AMZN
AMAZON COM INC
+$549.9K
38,346
+25%
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$548.4K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$540.2K
39,015
+7%
增持
UNP
UNION PAC CORP
+$526.0K
15,169
+13%
减持
QQQ
INVESCO QQQ TR
-$486.9K
9,248
-2%
增持
NVS
NOVARTIS AG
+$486.5K
8,569
+78%
增持
VUG
VANGUARD INDEX FDS
+$483.5K
8,236
+32%
建仓
UNM
UNUM GROUP
+$481.4K
5,910
减持
IEFA
ISHARES TR
+$470.8K
101,951
-1%
增持
MCD
MCDONALDS CORP
+$467.3K
10,700
+8%
建仓
EFG
ISHARES TR
+$458.9K
4,589
增持
VNQ
VANGUARD INDEX FDS
+$448.0K
124,625
+2%
增持
WMT
WALMART INC
+$444.4K
60,314
+12%
建仓
BKNG
BOOKING HOLDINGS INC
+$437.7K
95
增持
IWM
ISHARES TR
+$429.9K
5,059
+93%
建仓
NBH
NEUBERGER BERMAN MUN FD INC
+$416.1K
40,009
建仓
FISV
FISERV INC
+$408.8K
1,851
增持
PM
PHILIP MORRIS INTL INC
+$404.5K
7,813
+13%
增持
T
AT&T INC
+$403.3K
43,712
+20%
增持
IWB
ISHARES TR
+$396.5K
12,502
+17%
减持
CRM
SALESFORCE INC
-$395.0K
5,536
-2%
减持
ABT
ABBOTT LABS
+$382.0K
21,318
-1%
增持
CMCSA
COMCAST CORP NEW
+$373.9K
47,823
+29%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$367.1K
1,305
+3%
增持
KO
COCA COLA CO
+$366.8K
16,464
+26%
建仓
GLD
SPDR GOLD TR
+$359.6K
1,248
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$347.7K
8,605
增持
CSCO
CISCO SYS INC
+$339.6K
25,094
+23%
增持
AVUV
AMERICAN CENTY ETF TR
+$336.6K
935,129
+11%
减持
EFV
ISHARES TR
+$336.4K
270,696
-9%
建仓
AMT
AMERICAN TOWER CORP NEW
+$336.4K
1,546
增持
JPM
JPMORGAN CHASE & CO.
+$333.1K
10,962
+12%
增持
IWF
ISHARES TR
+$331.1K
6,242
+30%
增持
IWP
ISHARES TR
+$328.8K
4,762
+162%
增持
SMLF
ISHARES TR
+$328.1K
15,647
+64%
建仓
XBNYX
BLACKROCK N Y MUN INCOME TRU
+$326.7K
32,122
增持
CVX
CHEVRON CORP NEW
+$318.0K
11,423
+4%
增持
VLUE
ISHARES TR
+$311.7K
11,332
+33%
建仓
GBDC
GOLUB CAP BDC INC
+$304.0K
20,076
建仓
SYY
SYSCO CORP
+$295.7K
3,941
建仓
TSCO
TRACTOR SUPPLY CO
+$285.5K
5,181
建仓
MAIN
MAIN STR CAP CORP
+$284.2K
5,025
增持
SCHX
SCHWAB STRATEGIC TR
+$283.2K
132,809
+16%
建仓
SCHE
SCHWAB STRATEGIC TR
+$282.6K
10,250
建仓
TMUS
T-MOBILE US INC
+$279.8K
1,049
建仓
UBER
UBER TECHNOLOGIES INC
+$273.0K
3,747
建仓
EFA
ISHARES TR
+$269.6K
3,298
增持
MRK
MERCK & CO INC
-$269.2K
27,754
+0%
建仓
ZTS
ZOETIS INC
+$268.1K
1,628
增持
YUM
YUM BRANDS INC
+$265.4K
4,011
+47%
增持
SCHB
SCHWAB STRATEGIC TR
+$263.1K
44,221
+46%
增持
DFCF
DIMENSIONAL ETF TRUST
+$259.4K
11,791
+106%
增持
GOOG
ALPHABET INC
+$258.7K
15,391
+37%
增持
RGLD
ROYAL GOLD INC
+$258.2K
8,083
+0%
建仓
FBRT
FRANKLIN BSP RLTY TR INC
+$254.8K
20,000
建仓
MMD
NYLI MACKAY DEFINEDTERM MUNI
+$253.4K
16,807
建仓
ARCC
ARES CAPITAL CORP
+$251.0K
11,326
建仓
DUSB
DIMENSIONAL ETF TRUST
+$250.2K
4,932
增持
ESE
ESCO TECHNOLOGIES INC
+$250.2K
9,599
+0%
清仓
AGG
ISHARES TR
-$245.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$244.8K
4,120
+19%
增持
USB
US BANCORP DEL
-$242.7K
45,473
+1%
建仓
BNY
BANK NEW YORK MELLON CORP
+$236.4K
2,819
增持
COST
COSTCO WHSL CORP NEW
+$236.0K
3,160
+5%
清仓
COIN
COINBASE GLOBAL INC
-$235.6K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$233.5K
957
增持
QCOM
QUALCOMM INC
+$231.7K
9,294
+19%
清仓
ADI
ANALOG DEVICES INC
-$230.7K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$229.8K
1,726
-40%
清仓
FICO
FAIR ISAAC CORP
-$229.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$228.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$228.2K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$227.4K
469
增持
IEMG
ISHARES INC
+$226.8K
57,203
+4%
清仓
GUNR
FLEXSHARES TR
-$226.5K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$226.4K
1,856
建仓
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
+$225.6K
16,812
建仓
NOC
NORTHROP GRUMMAN CORP
+$225.2K
440
建仓
C
CITIGROUP INC
+$222.9K
3,139
减持
CBSH
COMMERCE BANCSHARES INC
-$221.6K
51,953
-6%
建仓
FTNT
FORTINET INC
+$220.6K
2,292
清仓
NVO
NOVO-NORDISK A S
-$218.0K
0
-100%
增持
AEE
AMEREN CORP
+$217.5K
14,362
+5%
建仓
—
BLACKROCK MUNIVEST FD II INC
+$211.4K
20,000
建仓
BMO
BANK MONTREAL QUE
+$210.9K
2,209
建仓
MU
MICRON TECHNOLOGY INC
+$210.5K
2,423
减持
AVEM
AMERICAN CENTY ETF TR
+$210.3K
202,685
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$208.9K
974
+84%
建仓
OTIS
OTIS WORLDWIDE CORP
+$204.7K
1,984
建仓
CARR
CARRIER GLOBAL CORPORATION
+$204.5K
3,225
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$204.3K
0
-100%
增持
DFGP
DIMENSIONAL ETF TRUST
+$204.0K
8,133
+86%
