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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 33
减持 72
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$59.9M
934,354
+15%
建仓
AAUS
EA SERIES TRUST
+$37.5M
694,663
减持
DFAC
DIMENSIONAL ETF TRUST
+$24.0M
10,603,980
-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
+$23.2M
4,572,240
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$22.2M
1,258,918
+11%
增持
DFIC
DIMENSIONAL ETF TRUST
+$21.9M
2,202,540
+36%
增持
DFIV
DIMENSIONAL ETF TRUST
+$18.0M
3,371,706
+5%
增持
LRGF
ISHARES TR
+$13.0M
1,806,892
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$7.2M
711,209
+36%
减持
DFAX
DIMENSIONAL ETF TRUST
+$7.1M
4,052,050
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$6.9M
5,836,699
-3%
减持
AAPL
APPLE INC
+$4.5M
119,141
-5%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
67,729
+2%
减持
AVDE
AMERICAN CENTY ETF TR
+$3.7M
873,489
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$3.7M
1,325,385
-3%
增持
CDE
COEUR MNG INC
+$3.7M
378,770
+3%
减持
SGOV
ISHARES TR
-$3.6M
16,752
-68%
减持
AVUS
AMERICAN CENTY ETF TR
+$3.5M
523,610
-1%
减持
AEM
AGNICO EAGLE MINES LTD
+$3.4M
69,373
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.3M
1,480,606
-4%
减持
DFAU
DIMENSIONAL ETF TRUST
+$2.6M
794,766
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
365,918
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.7M
176,052
+0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.7M
68,274
+42%
减持
SCZ
ISHARES TR
+$1.6M
413,610
-0%
减持
GOOGL
ALPHABET INC
+$1.6M
29,430
-6%
减持
FNV
FRANCO NEV CORP
+$1.2M
21,258
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.2M
304,225
+6%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.2M
35,674
-55%
减持
LLY
ELI LILLY & CO
-$1.2M
11,546
-10%
减持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
198,988
-1%
增持
GOOG
ALPHABET INC
+$1.1M
16,426
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
599,506
+0%
增持
EFV
ISHARES TR
+$1.1M
252,487
+0%
增持
VXF
VANGUARD INDEX FDS
+$1.1M
44,259
+4%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
47,673
-4%
减持
IVV
ISHARES TR
-$969.5K
2,838
-39%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$920.7K
144,480
+3%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$881.1K
40,569
-0%
减持
VV
VANGUARD INDEX FDS
+$877.1K
39,294
-0%
减持
QQQ
INVESCO QQQ TR
-$867.8K
6,731
-24%
减持
COST
COSTCO WHSL CORP NEW
-$792.0K
2,228
-23%
减持
ITOT
ISHARES TR
+$787.5K
125,943
-3%
减持
SCHX
SCHWAB STRATEGIC TR
-$771.3K
94,243
-29%
减持
IVLU
ISHARES TR
+$728.1K
321,341
-1%
增持
EMR
EMERSON ELEC CO
-$673.8K
314,322
+0%
减持
ABBV
ABBVIE INC
+$633.9K
17,252
-5%
增持
—
ACCENTURE PLC IRELAND
+$632.1K
4,909
+154%
增持
VLUE
ISHARES TR
+$617.3K
11,597
+58%
减持
META
META PLATFORMS INC
-$611.0K
9,713
-7%
建仓
TLT
ISHARES TR
+$593.2K
6,638
建仓
VCRB
VANGUARD MALVERN FDS
+$583.3K
7,439
减持
SPY
SPDR S&P 500 ETF TR
+$582.9K
17,004
-2%
减持
TSLA
TESLA INC
+$580.7K
7,650
-14%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$572.8K
3,023
-69%
清仓
IVE
ISHARES TR
-$572.1K
0
-100%
减持
ESGU
ISHARES TR
+$535.8K
76,913
-2%
减持
WMT
WALMART INC
-$508.0K
55,866
-13%
减持
CRM
SALESFORCE INC
-$489.1K
4,712
-20%
减持
IEFA
ISHARES TR
+$475.3K
124,865
-0%
减持
SCHV
SCHWAB STRATEGIC TR
-$464.9K
23,122
-44%
清仓
PNC
PNC FINL SVCS GROUP INC
-$461.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$455.4K
35,697
-6%
减持
RDDT
REDDIT INC
+$453.6K
10,186
-19%
减持
V
VISA INC
-$452.9K
5,338
-17%
减持
PLD
PROLOGIS INC.
+$441.3K
50,879
-1%
清仓
TEAM
ATLASSIAN CORPORATION
-$431.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$427.4K
33,867
-4%
减持
AVGO
BROADCOM INC
+$415.3K
11,179
-6%
减持
ORCL
ORACLE CORP
+$406.1K
10,511
-10%
建仓
APP
APPLOVIN CORP
+$405.3K
564
建仓
COR
CENCORA INC
+$402.2K
1,287
增持
VNQ
VANGUARD INDEX FDS
+$393.5K
126,036
+1%
增持
IEMG
ISHARES INC
+$389.3K
65,312
+0%
减持
AMZN
AMAZON COM INC
-$383.3K
41,102
-4%
减持
SUB
ISHARES TR
-$380.2K
13,118
-22%
清仓
APD
AIR PRODS & CHEMS INC
-$365.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$362.3K
41,669
-11%
清仓
GIS
GENERAL MLS INC
-$359.6K
0
-100%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$349.2K
26,586
-1%
增持
OKLO
OKLO INC
+$342.9K
6,089
+1%
减持
IWO
ISHARES TR
-$341.6K
677
-65%
增持
DFAE
DIMENSIONAL ETF TRUST
+$325.1K
125,447
+0%
增持
AVIG
AMERICAN CENTY ETF TR
+$322.4K
148,512
+4%
建仓
ESGV
VANGUARD WORLD FD
+$317.3K
2,679
建仓
U
UNITY SOFTWARE INC
+$314.8K
7,861
清仓
BRBR
BELLRING BRANDS INC
-$311.8K
0
-100%
建仓
RMI
RIVERNORTH OPPORTUNISTIC MUN
+$308.0K
21,069
减持
JNJ
JOHNSON & JOHNSON
+$305.5K
15,844
-8%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$304.0K
19,174
-2%
建仓
XLK
SELECT SECTOR SPDR TR
+$302.4K
1,073
清仓
MUB
ISHARES TR
-$294.6K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$294.1K
13,237
-15%
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$278.9K
96,493
+0%
建仓
INTC
INTEL CORP
+$278.9K
8,314
减持
NFLX
NETFLIX INC
-$275.1K
1,198
-6%
减持
GE
GE AEROSPACE
+$268.9K
11,189
-7%
增持
AVLC
AMERICAN CENTY ETF TR
+$263.6K
35,159
+3%
清仓
ISRG
INTUITIVE SURGICAL INC
-$262.5K
0
-100%
减持
CNC
CENTENE CORP DEL
-$252.4K
11,884
-5%
清仓
CNQ
CANADIAN NAT RES LTD
-$250.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$249.9K
7,317
-8%
清仓
FTNT
FORTINET INC
-$247.6K
0
-100%
减持
BA
BOEING CO
-$247.1K
8,832
-14%
清仓
ADI
ANALOG DEVICES INC
-$244.9K
0
-100%
建仓
ETHU
VOLATILITY SHS TR
+$243.5K
1,875
建仓
AVGB
AMERICAN CENTY ETF TR
+$238.9K
4,655
清仓
UPS
UNITED PARCEL SERVICE INC
-$235.6K
0
-100%
减持
CAT
CATERPILLAR INC
+$235.5K
2,762
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$235.1K
121,852
+0%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$235.1K
0
-100%
清仓
LBRDK
LIBERTY BROADBAND CORP
-$233.3K
0
-100%
增持
IGSB
ISHARES TR
+$233.3K
24,037
+22%
建仓
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$231.8K
20,000
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$228.4K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$226.6K
11,997
+5%
建仓
MARA
MARA HOLDINGS INC
+$224.5K
12,295
减持
KO
COCA COLA CO
-$223.4K
15,597
-12%
清仓
TGT
TARGET CORP
-$221.9K
0
-100%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$221.6K
20,000
减持
VZ
VERIZON COMMUNICATIONS INC
-$220.4K
16,298
-25%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$219.1K
22,642
+9%
建仓
ANET
ARISTA NETWORKS INC
+$218.3K
1,498
减持
SCHA
SCHWAB STRATEGIC TR
-$217.8K
175,454
-13%
建仓
HOOD
ROBINHOOD MKTS INC
+$217.2K
1,517
减持
MA
MASTERCARD INCORPORATED
-$215.3K
4,598
-9%
减持
IWD
ISHARES TR
-$215.1K
1,632
-42%
建仓
APH
AMPHENOL CORP NEW
+$214.0K
1,729
清仓
FWONA
LIBERTY MEDIA CORP DEL
-$213.9K
0
-100%
建仓
AVUQ
AMERICAN CENTY ETF TR
+$213.4K
3,595
建仓
CMI
CUMMINS INC
+$212.5K
503
清仓
MRSH
MARSH & MCLENNAN COS INC
-$212.3K
0
-100%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$209.8K
2,507
-42%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$209.6K
4,301
-10%
建仓
HUT
HUT 8 CORP
+$208.9K
6,000
减持
VB
VANGUARD INDEX FDS
+$208.1K
18,901
-3%
清仓
LNG
CHENIERE ENERGY INC
-$206.3K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$206.2K
10,150
-15%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$204.8K
1,437
建仓
GUNR
FLEXSHARES TR
+$204.4K
4,669
减持
MSTR
STRATEGY INC
-$203.7K
2,478
-0%
清仓
KR
KROGER CO
-$202.9K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$202.6K
443
清仓
VFH
VANGUARD WORLD FD
-$201.9K
0
-100%
增持
DFNM
DIMENSIONAL ETF TRUST
+$201.7K
166,513
+1%
减持
PM
PHILIP MORRIS INTL INC
-$198.3K
7,817
-3%
减持
HD
HOME DEPOT INC
+$192.2K
5,790
-1%
增持
AEE
AMEREN CORP
+$191.5K
15,062
+5%
减持
DIS
DISNEY WALT CO
-$190.9K
5,557
-17%
减持
VUG
VANGUARD INDEX FDS
+$186.7K
8,475
-4%
