Plancorp, LLC
SAINT LOUIS MO · SEC CIK 0001599579
$40.98亿2026Q2 申报市值
425持仓数
62.1%前十大占比 · 第一大 10.8%
63 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFAL 新建仓+$3.66亿
VTI 加仓+$2,771.76万
CORO 新建仓+$2,508.60万
IVW 加仓+$2,029.11万
IVE 新建仓+$1,615.30万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$1.27亿
DIMENSIONAL ETF 减仓-$1.09亿
DIMENSIONAL ETF 减仓-$4,432.86万
AAUS 减仓-$2,899.77万
BKNG 减仓-$2,193.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACH | ACCENDRA HEALTH INC | $27.52万 | 0.01% | 81,666 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $27.52万 | 0.01% | 6,008 | -8 | -0.1% | -$366 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $27.73万 | 0.01% | 2,709 | -98 | -3.5% | -$1.00万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $28.36万 | 0.01% | 2,512 | -212 | -7.8% | -$2.39万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $28.60万 | 0.01% | 3,950 | 200 | 5.3% | $1.45万 | 加仓 |
| MO | ALTRIA GROUP INC | $28.66万 | 0.01% | 3,988 | 190 | 5.0% | $1.37万 | 加仓 |
| DHR | DANAHER CORP DEL | $28.84万 | 0.01% | 1,441 | -1,183 | -45.1% | -$23.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $28.87万 | 0.01% | 748 | -44 | -5.6% | -$1.70万 | 减仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC | $29.04万 | 0.01% | 10,000 | 10,000 | — | $29.04万 | 新建仓 |
| URI | UNITED RENTALS INC | $29.09万 | 0.01% | 268 | -9 | -3.2% | -$9,768 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $29.27万 | 0.01% | 237 | 1 | 0.4% | $1,235 | 加仓 |
| SNDK | SANDISK CORP | $29.46万 | 0.01% | 176 | 176 | — | $29.46万 | 新建仓 |
| P | EVERPURE INC | $29.54万 | 0.01% | 3,920 | 3,920 | — | $29.54万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $29.58万 | 0.01% | 6,871 | 87 | 1.3% | $3,745 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.63万 | 0.01% | 1,577 | 1,577 | — | $29.63万 | 新建仓 |
| BP | BP PLC | $29.84万 | 0.01% | 7,308 | 44 | 0.6% | $1,797 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $30.10万 | 0.01% | 2,772 | -189 | -6.4% | -$2.05万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $30.11万 | 0.01% | 1,661 | -639 | -27.8% | -$11.58万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $30.18万 | 0.01% | 1,717 | -124,758 | -98.6% | -$2,193.25万 | 减仓 |
| QXO | QXO INC | $30.31万 | 0.01% | 21,824 | 10,298 | 89.3% | $14.30万 | 加仓 |
| RWR | SPDR SERIES TRUST | $30.33万 | 0.01% | 2,646 | 2,646 | — | $30.33万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $30.51万 | 0.01% | 6,416 | 316 | 5.2% | $1.50万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $30.59万 | 0.01% | 2,693 | 451 | 20.1% | $5.12万 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.05万 | 0.01% | 1,324 | -67 | -4.8% | -$1.57万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $31.10万 | 0.01% | 648 | -5 | -0.8% | -$2,399 | 减仓 |
| SPGI | S&P GLOBAL INC | $31.70万 | 0.01% | 724 | 224 | 44.8% | $9.81万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $31.85万 | 0.01% | 2,289 | 2,289 | — | $31.85万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $32.13万 | 0.01% | 4,148 | -30,267 | -87.9% | -$234.48万 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $32.19万 | 0.01% | 4,875 | 480 | 10.9% | $3.17万 | 加仓 |
| SDY | SPDR SERIES TRUST | $32.27万 | 0.01% | 2,088 | 113 | 5.7% | $1.75万 | 加仓 |
| AVXC | AMERICAN CENTY ETF TR | $32.61万 | 0.01% | 4,075 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $32.75万 | 0.01% | 493 | -18 | -3.5% | -$1.20万 | 减仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $33.02万 | 0.01% | 21,069 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $33.14万 | 0.01% | 32,810 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $33.98万 | 0.01% | 643 | -448 | -41.1% | -$23.68万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $34.17万 | 0.01% | 742 | -9 | -1.2% | -$4,145 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $34.63万 | 0.01% | 4,221 | 429 | 11.3% | $3.52万 | 加仓 |
| OKE | ONEOK INC NEW | $34.67万 | 0.01% | 3,761 | 3,761 | — | $34.67万 | 新建仓 |
| LOW | LOWES COS INC | $35.02万 | 0.01% | 1,686 | -104 | -5.8% | -$2.16万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $35.50万 | 0.01% | 2,679 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $35.90万 | 0.01% | 2,009 | 13 | 0.7% | $2,323 | 加仓 |
| BIIB | BIOGEN INC | $36.08万 | 0.01% | 1,726 | -28 | -1.6% | -$5,853 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $36.20万 | 0.01% | 2,393 | 25 | 1.1% | $3,782 | 加仓 |
| F | FORD MTR CO | $36.31万 | 0.01% | 26,216 | 8,239 | 45.8% | $11.41万 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $36.33万 | 0.01% | 23,807 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $36.43万 | 0.01% | 12,544 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $36.67万 | 0.01% | 14,991 | 14,991 | — | $36.67万 | 新建仓 |
| IXN | ISHARES TR | $36.80万 | 0.01% | 2,693 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $37.47万 | 0.01% | 2,333 | 2,333 | — | $37.47万 | 新建仓 |
| HYG | ISHARES TR | $37.77万 | 0.01% | 4,750 | 4,750 | — | $37.77万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $38.05万 | 0.01% | 26,590 | 4 | 0.0% | $57 | 加仓 |
| MPC | MARATHON PETE CORP | $38.15万 | 0.01% | 1,285 | -1,210 | -48.5% | -$35.92万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $38.22万 | 0.01% | 899 | -762 | -45.9% | -$32.40万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $38.33万 | 0.01% | 3,412 | 3,412 | — | $38.33万 | 新建仓 |
| FAST | FASTENAL CO | $38.44万 | 0.01% | 8,170 | -106 | -1.3% | -$4,988 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.41万 | 0.01% | 757 | -40 | -5.0% | -$2.08万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $39.59万 | 0.01% | 1,091 | -35 | -3.1% | -$1.27万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.84万 | 0.01% | 11,311 | 974 | 9.4% | $3.43万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $39.92万 | 0.01% | 1,169 | -197 | -14.4% | -$6.73万 | 减仓 |
| CI | THE CIGNA GROUP | $39.96万 | 0.01% | 1,312 | -460 | -26.0% | -$14.01万 | 减仓 |
| IJH | ISHARES TR | $40.07万 | 0.01% | 5,326 | -4,774 | -47.3% | -$35.92万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $40.14万 | 0.01% | 1,984 | 78 | 4.1% | $1.58万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $40.35万 | 0.01% | 4,050 | 7 | 0.2% | $697 | 加仓 |
| CB | CHUBB LIMITED | $40.76万 | 0.01% | 1,149 | -1,060 | -48.0% | -$37.60万 | 减仓 |
| FDX | FEDEX CORP | $40.90万 | 0.01% | 1,304 | -296 | -18.5% | -$9.28万 | 减仓 |
| COP | CONOCOPHILLIPS | $40.90万 | 0.01% | 3,625 | -131 | -3.5% | -$1.48万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $43.22万 | 0.01% | 2,230 | -277 | -11.0% | -$5.37万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $43.56万 | 0.01% | 39,639 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $44.01万 | 0.01% | 1,716 | 1,716 | — | $44.01万 | 新建仓 |
| AVSE | AMERICAN CENTY ETF TR | $44.26万 | 0.01% | 5,755 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $44.30万 | 0.01% | 13,495 | -2,270 | -14.4% | -$7.45万 | 减仓 |
| MMM | 3M CO | $44.59万 | 0.01% | 2,828 | -1,071 | -27.5% | -$16.89万 | 减仓 |
| WM | WASTE MGMT INC DEL | $44.68万 | 0.01% | 1,887 | 430 | 29.5% | $10.18万 | 加仓 |
| ETR | ENTERGY CORP NEW | $44.80万 | 0.01% | 3,901 | 3,901 | — | $44.80万 | 新建仓 |
| C | CITIGROUP INC | $44.84万 | 0.01% | 3,187 | 38 | 1.2% | $5,346 | 加仓 |
| EXEL | EXELIXIS INC | $45.21万 | 0.01% | 8,068 | 8 | 0.1% | $448 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $45.51万 | 0.01% | 11,881 | 534 | 4.7% | $2.05万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $46.04万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $46.55万 | 0.01% | 5,840 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $46.72万 | 0.01% | 3,466 | 1,164 | 50.6% | $15.69万 | 加仓 |
| GLD | SPDR GOLD TR | $47.10万 | 0.01% | 1,283 | 29 | 2.3% | $1.06万 | 加仓 |
| MTB | M & T BK CORP | $47.49万 | 0.01% | 1,958 | -499 | -20.3% | -$12.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.71万 | 0.01% | 3,669 | -3,071 | -45.6% | -$39.94万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $48.09万 | 0.01% | 2,058 | -159 | -7.2% | -$3.72万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $48.18万 | 0.01% | 4,005 | -32 | -0.8% | -$3,850 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $48.35万 | 0.01% | 8,943 | 8,943 | — | $48.35万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $49.39万 | 0.01% | 9,709 | 2,370 | 32.3% | $12.06万 | 加仓 |
| SLV | ISHARES SILVER TR | $49.90万 | 0.01% | 9,566 | 212 | 2.3% | $1.11万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $49.93万 | 0.01% | 9,168 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $50.29万 | 0.01% | 1,178 | -177 | -13.1% | -$7.56万 | 减仓 |
| IWV | ISHARES TR | $50.62万 | 0.01% | 1,187 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL | $50.86万 | 0.01% | 3,111 | 3,111 | — | $50.86万 | 新建仓 |
| DFGP | DIMENSIONAL ETF TRUST | $50.90万 | 0.01% | 9,434 | 107 | 1.1% | $5,773 | 加仓 |
| YUM | YUM BRANDS INC | $51.58万 | 0.01% | 3,190 | -1,841 | -36.6% | -$29.77万 | 减仓 |
| PSX | PHILLIPS 66 | $51.63万 | 0.01% | 2,604 | -42 | -1.6% | -$8,327 | 减仓 |
| SRE | SEMPRA | $51.77万 | 0.01% | 5,484 | 735 | 15.5% | $6.94万 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $51.91万 | 0.01% | 50,009 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $52.08万 | 0.01% | 12,457 | 125 | 1.0% | $5,226 | 加仓 |
| LQD | ISHARES TR | $52.65万 | 0.01% | 4,922 | 4,922 | — | $52.65万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $52.84万 | 0.01% | 1,613 | -38 | -2.3% | -$1.24万 | 减仓 |