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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 25
增持 59
减持 48
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$30.0M
1,119,760
+9%
增持
AVUV
AMERICAN CENTY ETF TR
+$29.9M
1,469,326
+8%
增持
DFIC
DIMENSIONAL ETF TRUST
+$24.1M
3,498,838
+13%
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
DFIV
DIMENSIONAL ETF TRUST
+$23.8M
3,664,235
+3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$11.1M
5,558,959
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$10.8M
3,942,065
-1%
增持
DFEM
DIMENSIONAL ETF TRUST
+$8.6M
1,100,863
+14%
增持
LRGF
ISHARES TR
+$6.4M
1,980,357
+6%
减持
AVDE
AMERICAN CENTY ETF TR
+$6.0M
864,565
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$5.6M
10,336,005
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$4.4M
1,394,118
-3%
减持
MSFT
MICROSOFT CORP
-$4.4M
33,932
-3%
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.0M
4,457,788
-1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$3.7M
175,115
+32%
增持
ITOT
ISHARES TR
+$3.6M
161,483
+18%
减持
DFAS
DIMENSIONAL ETF TRUST
+$3.2M
1,270,271
-3%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.0M
527,925
+1%
增持
SGOV
ISHARES TR
+$2.8M
48,598
+130%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
368,467
+3%
增持
IBRX
IMMUNITYBIO INC
+$2.4M
407,592
+50%
增持
IMO
IMPERIAL OIL LTD
+$2.4M
37,379
+33%
减持
SCZ
ISHARES TR
+$2.2M
414,374
-0%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.0M
176,058
+0%
减持
HMY
HARMONY GOLD MNG LTD
-$1.8M
468,156
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.8M
199,131
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.7M
601,944
+0%
减持
AEM
AGNICO EAGLE MINES LTD
+$1.7M
60,570
-11%
减持
LLY
ELI LILLY & CO
-$1.6M
11,401
-0%
减持
EFV
ISHARES TR
+$1.4M
250,953
-1%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
67,055
+4%
减持
—
EXXON MOBIL CORP
+$1.3M
39,764
-1%
增持
IVLU
ISHARES TR
+$1.1M
318,437
+0%
减持
RDDT
REDDIT INC
-$1.1M
7,595
-21%
增持
VNQ
VANGUARD INDEX FDS
+$1.0M
137,161
+4%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$978.4K
39,395
-2%
减持
AAUS
EA SERIES TRUST
-$977.0K
681,498
-2%
减持
B
BARRICK MNG CORP
-$966.4K
235,802
-9%
减持
DFSV
DIMENSIONAL ETF TRUST
+$965.9K
326,604
-1%
增持
VXF
VANGUARD INDEX FDS
+$953.3K
46,202
+8%
减持
FNV
FRANCO NEV CORP
+$949.7K
19,642
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$900.4K
149,788
+6%
增持
CDE
COEUR MNG INC
+$893.4K
369,088
+0%
增持
NVDA
NVIDIA CORPORATION
+$889.7K
52,875
+9%
增持
WMT
WALMART INC
+$866.2K
54,741
+0%
增持
AAPL
APPLE INC
-$856.2K
118,161
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$789.2K
250,628
+0%
增持
NFLX
NETFLIX INC.
+$765.2K
18,224
+54%
增持
AMZN
AMAZON COM INC
+$756.8K
43,136
+5%
增持
TSLA
TESLA INC
-$708.9K
7,932
+3%
减持
IEFA
ISHARES TR
+$697.9K
123,184
-0%
减持
ABT
ABBOTT LABORATORIES
-$637.0K
19,964
-5%
增持
RGLD
ROYAL GOLD INC
+$619.2K
13,761
+0%
增持
CAT
CATERPILLAR INC
+$617.6K
2,793
+1%
减持
ORCL
ORACLE CORP
-$606.9K
10,198
-1%
增持
VCRB
VANGUARD MALVERN FDS
+$570.4K
28,202
+36%
减持
VRT
VERTIV HOLDINGS CO
+$549.3K
4,785
-10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$530.8K
6,438
-5%
增持
MU
MICRON TECHNOLOGY INC
+$500.5K
3,056
+11%
减持
GEV
GE VERNOVA INC
+$495.1K
1,967
-12%
减持
CRM
SALESFORCE INC
-$492.1K
4,377
-4%
减持
JNJ
JOHNSON & JOHNSON
+$477.3K
15,791
-1%
建仓
NEM
NEWMONT CORP
+$472.5K
3,908
减持
QCOM
QUALCOMM INC
-$452.0K
7,717
-8%
建仓
TCV
EA SERIES TRUST
+$450.1K
15,765
增持
PLD
PROLOGIS INC.
+$448.6K
45,870
+0%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$440.1K
0
-100%
建仓
MQY
BLACKROCK MUNIYIELD QUALITY
+$438.0K
39,639
增持
DFAE
DIMENSIONAL ETF TRUST
+$438.0K
125,496
+0%
减持
MA
MASTERCARD INCORPORATED
-$422.3K
4,392
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$410.8K
17,948
-0%
减持
MCD
MCDONALDS CORP
-$401.3K
9,638
-12%
增持
AVGO
BROADCOM INC
+$394.5K
11,905
+2%
增持
AVIV
AMERICAN CENTY ETF TR
+$381.2K
49,165
+1%
减持
V
VISA INC
-$373.4K
5,038
-7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$371.5K
793,409
+0%
减持
INTU
INTUIT
-$369.0K
755
-21%
减持
VUG
VANGUARD INDEX FDS
-$364.4K
7,919
-4%
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$359.3K
92,536
+0%
减持
META
META PLATFORMS INC
-$353.9K
8,868
-1%
减持
AMAT
APPLIED MATLS INC
+$353.1K
2,820
-6%
增持
ABBV
ABBVIE INC
-$350.7K
17,217
+0%
清仓
NOW
SERVICENOW INC
-$341.2K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$337.5K
9,883
-2%
减持
CVX
CHEVRON CORPORATION
+$334.7K
10,544
-3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$334.4K
122,759
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$332.0K
2,199
+2%
增持
GLW
CORNING INC
+$331.1K
3,889
+2%
清仓
—
ACCENTURE PLC IRELAND
-$328.9K
0
-100%
清仓
XBNYX
BLACKROCK N Y MUN INCOME TRU
-$325.7K
0
-100%
建仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$324.8K
32,810
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$323.9K
6,740
+1%
建仓
WDC
WESTERN DIGITAL CORP
+$320.8K
934
清仓
BX
BLACKSTONE INC
-$315.9K
0
-100%
减持
IJH
ISHARES TR
-$305.4K
10,100
-34%
减持
GE
GE AEROSPACE
-$305.1K
7,007
-12%
增持
VXUS
VANGUARD STAR FDS
+$305.0K
28,337
+7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$304.8K
3,890
-4%
建仓
ANET
ARISTA NETWORKS INC
+$304.7K
2,068
建仓
SCHP
SCHWAB STRATEGIC TR
+$298.2K
11,155
增持
VB
VANGUARD INDEX FDS
+$296.9K
19,009
+1%
增持
CL
COLGATE PALMOLIVE CO
+$291.9K
12,418
+30%
增持
GOOG
ALPHABET INC
+$287.0K
16,956
+5%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$285.8K
568
增持
MRK
MERCK & CO INC
+$285.4K
13,335
+5%
增持
LRCX
LAM RESEARCH CORP
+$281.4K
2,702
+7%
建仓
TGT
TARGET CORP
+$280.5K
2,302
增持
QQQ
INVESCO QQQ TR
+$272.6K
6,736
+8%
清仓
COF
CAPITAL ONE FINL CORP
-$271.0K
0
-100%
增持
UNP
UNION PAC CORP
+$267.9K
13,356
+0%
建仓
GAB
GABELLI EQUITY TR INC
+$267.8K
47,898
增持
KO
COCA COLA CO
+$261.9K
17,571
+12%
建仓
PYPL
PAYPAL HLDGS INC
+$245.9K
5,435
清仓
ISRG
INTUITIVE SURGICAL INC
-$243.0K
0
-100%
减持
BAC
BANK AMERICA CORP
-$241.3K
95,558
-0%
建仓
DELL
DELL TECHNOLOGIES INC
+$241.0K
1,355
减持
UNM
UNUM GROUP
-$240.2K
2,857
-52%
减持
AXP
AMERICAN EXPRESS CO
-$235.2K
3,911
-1%
建仓
PNC
PNC FINL SVCS GROUP INC
+$235.1K
1,063
增持
NEE
NEXTERA ENERGY INC
+$229.3K
16,104
+1%
清仓
ADBE
ADOBE INC
-$228.9K
0
-100%
增持
IJR
ISHARES TR
+$227.9K
18,373
+2%
增持
—
EATON CORP PLC
+$226.7K
2,037
+9%
减持
INTC
INTEL CORP
+$220.5K
8,717
-1%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$220.4K
43,478
清仓
CEG
CONSTELLATION ENERGY CORP
-$220.1K
0
-100%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$217.4K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$216.8K
0
-100%
增持
AVSC
AMERICAN CENTY ETF TR
+$216.3K
29,654
+1%
清仓
—
BLACKROCK MUNIVEST FD II INC
-$216.2K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$215.9K
813
建仓
PPG
PPG INDS INC
+$215.7K
1,955
清仓
SPYV
SPDR SERIES TRUST
-$215.4K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$215.3K
0
-100%
减持
DHR
DANAHER CORP DEL
-$215.1K
2,624
-16%
清仓
ROP
ROPER TECHNOLOGIES INC
-$213.7K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$210.7K
0
-100%
建仓
VPU
VANGUARD WORLD FD
+$210.0K
1,035
建仓
SCYB
SCHWAB STRATEGIC TR
+$209.2K
8,000
减持
ESGU
ISHARES TR
-$208.8K
72,386
-1%
建仓
SBUX
STARBUCKS CORP
+$206.0K
2,133
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$206.0K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$205.9K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$205.8K
2,242
建仓
PH
PARKER-HANNIFIN CORP
+$205.7K
209
建仓
CARR
CARRIER GLOBAL CORPORATION
+$204.0K
3,220
增持
AVGE
AMERICAN CENTY ETF TR
+$203.7K
11,109
+16%
增持
KLAC
KLA CORP
+$203.6K
362
+3%
建仓
IBDU
ISHARES TR
+$201.4K
8,665
建仓
IBDV
ISHARES TR
+$201.2K
9,190
建仓
IBDW
ISHARES TR
+$201.1K
9,594
