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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 78
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$83.3M
811,834
+36%
增持
DFIC
DIMENSIONAL ETF TRUST
+$37.7M
1,620,101
+256%
增持
DFAC
DIMENSIONAL ETF TRUST
+$36.3M
10,742,511
+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
DFUS
DIMENSIONAL ETF TRUST
+$22.9M
4,595,119
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$22.7M
3,209,592
+10%
增持
AVUV
AMERICAN CENTY ETF TR
+$21.6M
1,131,955
+21%
增持
LRGF
ISHARES TR
+$19.5M
1,742,913
+9%
减持
DFAX
DIMENSIONAL ETF TRUST
+$12.1M
4,087,877
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$11.9M
524,434
+283%
减持
DFUV
DIMENSIONAL ETF TRUST
-$6.8M
6,006,250
-5%
减持
PLD
PROLOGIS INC.
-$6.2M
51,231
-51%
减持
AVDE
AMERICAN CENTY ETF TR
+$5.9M
880,610
-2%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$5.8M
86,025
增持
VOO
VANGUARD INDEX FDS
+$5.5M
66,235
+6%
建仓
B
BARRICK MNG CORP
+$5.4M
260,299
增持
DFAI
DIMENSIONAL ETF TRUST
+$5.2M
598,397
+20%
减持
EMR
EMERSON ELEC CO
+$5.1M
314,307
-6%
增持
MSFT
MICROSOFT CORP
+$5.1M
38,086
+3%
清仓
—
BARRICK GOLD CORP
-$5.1M
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$4.9M
287,350
+129%
增持
DFNM
DIMENSIONAL ETF TRUST
+$4.8M
164,192
+159%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.6M
530,115
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$4.0M
202,093
+323%
增持
ITOT
ISHARES TR
+$3.7M
130,007
+14%
减持
DFAS
DIMENSIONAL ETF TRUST
+$3.4M
1,366,196
-2%
减持
VB
VANGUARD INDEX FDS
-$3.3M
19,403
-46%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.1M
796,250
+0%
增持
SGOV
ISHARES TR
+$2.9M
52,459
+120%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.7M
11,895
-3%
增持
IEFA
ISHARES TR
+$2.7M
124,900
+23%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.4M
121,657
+167%
减持
NVDA
NVIDIA CORPORATION
+$2.2M
49,839
-5%
增持
AMZN
AMAZON COM INC
+$2.1M
42,883
+12%
增持
META
META PLATFORMS INC
+$1.8M
10,492
+1%
减持
AVEM
AMERICAN CENTY ETF TR
+$1.6M
201,441
-1%
增持
CDE
COEUR MNG INC
+$1.5M
368,650
+23%
增持
AVGO
BROADCOM INC
+$1.5M
11,873
+10%
减持
MRK
MERCK & CO INC
-$1.4M
14,244
-49%
增持
VXF
VANGUARD INDEX FDS
+$1.3M
42,479
+7%
增持
GOOGL
ALPHABET INC
+$1.3M
31,439
+14%
减持
SCZ
ISHARES TR
+$1.3M
414,181
-9%
增持
ORCL
ORACLE CORP
+$1.1M
11,663
+10%
减持
IMO
IMPERIAL OIL LTD
-$1.1M
28,061
-38%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.0M
48,200
+35%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.0M
70,106
+4%
增持
AAPL
APPLE INC
-$1.0M
125,703
+4%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
35,344
-9%
减持
ESGU
ISHARES TR
+$987.5K
78,808
-1%
增持
WMT
WALMART INC
+$970.7K
64,079
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$874.9K
17,391
-1%
增持
IEMG
ISHARES INC
+$828.9K
65,236
+14%
增持
VUG
VANGUARD INDEX FDS
+$824.0K
8,846
+7%
增持
GEV
GE VERNOVA INC
+$789.9K
3,457
+2%
减持
PEP
PEPSICO INC
-$758.5K
23,896
-8%
增持
GE
GE AEROSPACE
+$727.7K
12,032
+2%
建仓
IBRX
IMMUNITYBIO INC
+$716.6K
271,458
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$686.0K
5,337
增持
WPM
WHEATON PRECIOUS METALS CORP
+$677.5K
40,714
+6%
减持
—
EXXON MOBIL CORP
-$645.7K
54,335
-1%
建仓
GDX
VANECK ETF TRUST
+$639.7K
12,287
减持
VEA
VANGUARD TAX-MANAGED FDS
+$600.2K
353,224
-8%
增持
BAC
BANK AMERICA CORP
+$590.6K
103,822
+0%
增持
LLY
ELI LILLY & CO
-$586.9K
12,833
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$577.7K
1,535,663
-4%
减持
QQQ
INVESCO QQQ TR
+$572.1K
8,899
-4%
减持
RDDT
REDDIT INC
+$554.1K
12,546
-1%
清仓
SHOP
SHOPIFY INC
-$550.6K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$545.1K
41,126
+84%
增持
NVS
NOVARTIS AG
+$531.7K
12,288
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$531.5K
18,450
+4%
增持
NFLX
NETFLIX INC
+$527.1K
1,278
+1%
增持
AGI
ALAMOS GOLD INC NEW
+$486.4K
80,500
+30%
增持
VGT
VANGUARD WORLD FD
+$479.0K
2,250
+20%
增持
GOOG
ALPHABET INC
+$462.0K
16,160
+5%
减持
JPM
JPMORGAN CHASE & CO.
+$447.8K
10,820
-1%
建仓
TEAM
ATLASSIAN CORPORATION
+$431.0K
2,122
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$430.7K
7,958
+3%
建仓
COIN
COINBASE GLOBAL INC
+$425.5K
1,214
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$424.7K
7,283
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$419.9K
20,780
+29%
增持
—
SANDSTORM GOLD LTD
+$418.0K
90,364
+58%
增持
IWF
ISHARES TR
+$412.3K
6,280
+1%
清仓
FISV
FISERV INC
-$408.8K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$401.8K
145
+53%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$395.2K
139,654
-3%
减持
IVLU
ISHARES TR
+$388.3K
324,507
-4%
增持
SUB
ISHARES TR
+$384.8K
16,748
+27%
增持
IWP
ISHARES TR
+$384.8K
6,809
+43%
增持
DFAE
DIMENSIONAL ETF TRUST
+$383.8K
125,397
+0%
减持
VLUE
ISHARES TR
-$375.7K
7,357
-35%
增持
SCHD
SCHWAB STRATEGIC TR
-$370.8K
269,747
+0%
减持
BA
BOEING CO
+$369.7K
10,277
-2%
清仓
COR
CENCORA INC
-$365.4K
0
-100%
增持
ABBV
ABBVIE INC
-$361.5K
18,105
+2%
增持
USB
US BANCORP DEL
+$347.7K
50,112
+10%
增持
ENR
ENERGIZER HLDGS INC NEW
-$345.0K
35,359
+0%
增持
IJH
ISHARES TR
+$340.7K
15,958
+43%
建仓
OKLO
OKLO INC
+$336.8K
6,016
增持
SCHG
SCHWAB STRATEGIC TR
+$333.1K
79,868
+0%
增持
AVLC
AMERICAN CENTY ETF TR
+$330.3K
34,155
+5%
增持
AVIV
AMERICAN CENTY ETF TR
+$321.7K
48,325
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$321.3K
133,130
+0%
增持
ESE
ESCO TECHNOLOGIES INC
+$315.3K
9,604
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$303.6K
25,082
+98%
建仓
MUB
ISHARES TR
+$294.6K
2,820
减持
VRT
VERTIV HOLDINGS CO
+$291.1K
5,250
-1%
增持
MSTR
MICROSTRATEGY INC
+$290.3K
2,479
+0%
清仓
TIP
ISHARES TR
-$288.1K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$286.8K
25,479
+7%
减持
UNP
UNION PAC CORP
-$281.6K
14,351
-5%
增持
CVX
CHEVRON CORP NEW
-$274.6K
11,428
+0%
建仓
COF
CAPITAL ONE FINL CORP
+$271.9K
1,278
减持
EPC
EDGEWELL PERS CARE CO
-$268.1K
34,336
-0%
清仓
ZTS
ZOETIS INC
-$268.1K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$260.7K
894
建仓
AXON
AXON ENTERPRISE INC
+$260.0K
314
清仓
FBRT
FRANKLIN BSP RLTY TR INC
-$254.8K
0
-100%
清仓
DUSB
DIMENSIONAL ETF TRUST
-$250.2K
0
-100%
减持
TSLA
TESLA INC
+$250.1K
8,882
-10%
建仓
LRCX
LAM RESEARCH CORP
+$250.1K
2,569
建仓
ADI
ANALOG DEVICES INC
+$244.9K
1,029
减持
IVV
ISHARES TR
+$243.4K
4,620
-1%
增持
INTU
INTUIT
+$242.0K
1,008
+12%
减持
AZO
AUTOZONE INC
-$241.5K
89
-41%
清仓
IUSV
ISHARES TR
-$237.8K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$235.3K
12,126
-0%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$233.3K
2,371
建仓
CEG
CONSTELLATION ENERGY CORP
+$232.7K
721
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$232.3K
8,678
+36%
增持
RS
RELIANCE INC
+$232.0K
2,609
+28%
增持
GS
GOLDMAN SACHS GROUP INC
+$230.9K
906
+21%
建仓
AVXC
AMERICAN CENTY ETF TR
+$230.7K
4,075
建仓
CME
CME GROUP INC
+$228.5K
829
增持
POST
POST HLDGS INC
-$228.4K
31,171
+0%
减持
PAAS
PAN AMERN SILVER CORP
-$228.1K
41,922
-24%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$227.4K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$226.1K
8,050
+3%
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$226.0K
24,638
增持
CAT
CATERPILLAR INC
+$224.9K
2,788
+7%
建仓
KD
KYNDRYL HLDGS INC
+$223.4K
5,324
增持
—
EATON CORP PLC
+$222.7K
1,696
+20%
清仓
VCRB
VANGUARD MALVERN FDS
-$220.4K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$219.2K
10,812
-8%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$219.1K
711
增持
PANW
PALO ALTO NETWORKS INC
+$215.2K
3,819
+15%
建仓
FWONA
LIBERTY MEDIA CORP DEL
+$213.9K
2,253
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$213.2K
4,773
+16%
增持
NOW
SERVICENOW INC
+$213.1K
459
+41%
建仓
NFRA
FLEXSHARES TR
+$212.2K
3,430
减持
PFE
PFIZER INC
-$211.7K
101,401
-4%
