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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $52.97万 | 0.01% | 2,110 | -1,780 | -45.8% | -$44.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $53.51万 | 0.01% | 12,870 | -127 | -1.0% | -$5,281 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $53.89万 | 0.01% | 970 | 36 | 3.9% | $2.00万 | 加仓 |
| IXC | ISHARES TR | $54.03万 | 0.01% | 10,283 | 10,283 | — | $54.03万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $54.20万 | 0.01% | 49,637 | 31,915 | 180.1% | $34.85万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $54.21万 | 0.01% | 8,065 | 1,880 | 30.4% | $12.64万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $54.30万 | 0.01% | 6,730 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $54.73万 | 0.01% | 6,359 | -299 | -4.5% | -$2.57万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $54.94万 | 0.01% | 11,074 | 11,074 | — | $54.94万 | 新建仓 |
| TLH | ISHARES TR | $55.45万 | 0.01% | 5,659 | 5,659 | — | $55.45万 | 新建仓 |
| IWR | ISHARES TR | $55.60万 | 0.01% | 5,064 | 678 | 15.5% | $7.44万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $56.08万 | 0.01% | 11,629 | -97 | -0.8% | -$4,677 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $56.21万 | 0.01% | 5,214 | -92 | -1.7% | -$9,918 | 减仓 |
| NEM | NEWMONT CORP | $57.21万 | 0.01% | 6,145 | 2,237 | 57.2% | $20.83万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $58.38万 | 0.01% | 18,108 | 472 | 2.7% | $1.52万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.52万 | 0.01% | 680 | 112 | 19.7% | $9.64万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $58.87万 | 0.01% | 1,965 | -1,037 | -34.5% | -$31.07万 | 减仓 |
| TJX | TJX COS INC NEW | $60.05万 | 0.01% | 3,989 | -139 | -3.4% | -$2.09万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $60.14万 | 0.01% | 907 | -19 | -2.1% | -$1.26万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $60.48万 | 0.01% | 29,548 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $61.03万 | 0.01% | 11,820 | -1,315 | -10.0% | -$6.79万 | 减仓 |
| RTX | RTX CORPORATION | $61.30万 | 0.01% | 3,121 | -2,277 | -42.2% | -$44.72万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $61.58万 | 0.02% | 6,607 | -5,811 | -46.8% | -$54.16万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $61.82万 | 0.02% | 1,582 | -40 | -2.5% | -$1.56万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $62.73万 | 0.02% | 1,796 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $63.15万 | 0.02% | 11,128 | -80 | -0.7% | -$4,540 | 减仓 |
| DIS | DISNEY WALT CO | $64.24万 | 0.02% | 6,692 | 1,415 | 26.8% | $13.58万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $64.70万 | 0.02% | 24,714 | 13,559 | 121.6% | $35.50万 | 加仓 |
| ETN | EATON CORP PLC | $64.99万 | 0.02% | 1,613 | -424 | -20.8% | -$17.08万 | 减仓 |
| MS | MORGAN STANLEY | $65.93万 | 0.02% | 2,982 | 105 | 3.6% | $2.32万 | 加仓 |
| LIN | LINDE PLC | $72.32万 | 0.02% | 1,380 | -124 | -8.2% | -$6.50万 | 减仓 |
| MCK | MCKESSON CORP | $72.46万 | 0.02% | 892 | -74 | -7.7% | -$6.01万 | 减仓 |
| CRM | SALESFORCE INC | $74.28万 | 0.02% | 4,339 | -38 | -0.9% | -$6,506 | 减仓 |
| T | AT&T INC | $76.67万 | 0.02% | 35,578 | -4,498 | -11.2% | -$9.69万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $77.77万 | 0.02% | 32,446 | -8,765 | -21.3% | -$21.01万 | 减仓 |
| WWD | WOODWARD INC | $78.27万 | 0.02% | 1,972 | -14 | -0.7% | -$5,557 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $78.48万 | 0.02% | 18,387 | 5,055 | 37.9% | $21.57万 | 加仓 |
| SO | SOUTHERN CO | $79.19万 | 0.02% | 8,208 | 4,288 | 109.4% | $41.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $80.42万 | 0.02% | 4,463 | -1,172 | -20.8% | -$21.12万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $81.98万 | 0.02% | 2,313 | -1,598 | -40.9% | -$56.64万 | 减仓 |
| DE | DEERE & CO | $82.87万 | 0.02% | 1,415 | 697 | 97.1% | $40.82万 | 加仓 |
| KLAC | KLA CORP | $82.97万 | 0.02% | 3,733 | 113 | 3.1% | $2.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $83.27万 | 0.02% | 2,524 | -178 | -6.6% | -$5.87万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $83.93万 | 0.02% | 30,824 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $84.34万 | 0.02% | 12,350 | -3,060 | -19.9% | -$20.90万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $85.50万 | 0.02% | 1,630 | 635 | 63.8% | $33.31万 | 加仓 |
| TXN | TEXAS INSTRS INC | $85.82万 | 0.02% | 2,874 | -907 | -24.0% | -$27.08万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $86.08万 | 0.02% | 6,551 | 440 | 7.2% | $5.78万 | 加仓 |
| AMGN | AMGEN INC | $86.49万 | 0.02% | 2,399 | -595 | -19.9% | -$21.45万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $87.16万 | 0.02% | 5,594 | -3 | -0.1% | -$467 | 减仓 |
| FELE | FRANKLIN ELEC INC | $88.88万 | 0.02% | 8,611 | 9 | 0.1% | $929 | 加仓 |
| EEM | ISHARES TR | $90.51万 | 0.02% | 14,033 | 14,033 | — | $90.51万 | 新建仓 |
| GDX | VANECK ETF TRUST | $96.01万 | 0.02% | 13,086 | 799 | 6.5% | $5.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $97.65万 | 0.02% | 16,457 | 5,491 | 50.1% | $32.58万 | 加仓 |
| GLW | CORNING INC | $100.13万 | 0.02% | 5,468 | 1,579 | 40.6% | $28.91万 | 加仓 |
| SYSB | ISHARES TR | $100.41万 | 0.02% | 11,471 | 11,471 | — | $100.41万 | 新建仓 |
| SF | STIFEL FINL CORP | $103.26万 | 0.03% | 13,731 | -43 | -0.3% | -$3,234 | 减仓 |
| VTV | VANGUARD INDEX FDS | $103.47万 | 0.03% | 4,717 | -8,056 | -63.1% | -$176.71万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $108.94万 | 0.03% | 37,618 | 7,752 | 26.0% | $22.45万 | 加仓 |
| ORCL | ORACLE CORP | $115.77万 | 0.03% | 8,801 | -1,397 | -13.7% | -$18.38万 | 减仓 |
| SMLF | ISHARES TR | $115.91万 | 0.03% | 13,369 | 76 | 0.6% | $6,589 | 加仓 |
| RS | RELIANCE INC | $118.25万 | 0.03% | 3,068 | 469 | 18.0% | $18.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $124.39万 | 0.03% | 2,951 | 495 | 20.2% | $20.87万 | 加仓 |
| IYW | ISHARES TR | $125.87万 | 0.03% | 5,142 | 5,142 | — | $125.87万 | 新建仓 |
| EFG | ISHARES TR | $130.67万 | 0.03% | 10,846 | 6,376 | 142.6% | $76.82万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $130.69万 | 0.03% | 13,259 | 2,150 | 19.4% | $21.19万 | 加仓 |
| IGSB | ISHARES TR | $132.96万 | 0.03% | 25,550 | 230 | 0.9% | $1.20万 | 加仓 |
| PEP | PEPSICO INC | $135.42万 | 0.03% | 9,778 | -2,602 | -21.0% | -$36.04万 | 减仓 |
| IWF | ISHARES TR | $135.50万 | 0.03% | 11,144 | -12,204 | -52.3% | -$148.39万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $137.79万 | 0.03% | 1,317 | 386 | 41.5% | $40.38万 | 加仓 |
| SUB | ISHARES TR | $139.39万 | 0.03% | 13,118 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $140.13万 | 0.03% | 12,124 | -4,612 | -27.6% | -$53.31万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $143.16万 | 0.03% | 16,618 | -30,896 | -65.0% | -$266.16万 | 减仓 |
| KO | COCA COLA CO | $143.26万 | 0.03% | 17,005 | -566 | -3.2% | -$4.77万 | 减仓 |
| NFLX | NETFLIX INC. | $143.28万 | 0.03% | 19,407 | 1,183 | 6.5% | $8.73万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $143.51万 | 0.04% | 2,092 | -37 | -1.7% | -$2.54万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $143.69万 | 0.04% | 18,101 | 1,730 | 10.6% | $13.73万 | 加仓 |
| AEE | AMEREN CORP | $143.75万 | 0.04% | 12,673 | 897 | 7.6% | $10.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $145.74万 | 0.04% | 16,490 | 386 | 2.4% | $3.41万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $145.94万 | 0.04% | 19,453 | 3,130 | 19.2% | $23.48万 | 加仓 |
| INTC | INTEL CORP | $147.25万 | 0.04% | 14,279 | 5,562 | 63.8% | $57.36万 | 加仓 |
| HD | HOME DEPOT INC | $147.35万 | 0.04% | 4,371 | -803 | -15.5% | -$27.07万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $147.53万 | 0.04% | 4,823 | 38 | 0.8% | $1.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $148.07万 | 0.04% | 5,102 | -1,336 | -20.8% | -$38.77万 | 减仓 |
| DVY | ISHARES TR | $148.19万 | 0.04% | 9,233 | -10,918 | -54.2% | -$175.23万 | 减仓 |
| AMAT | APPLIED MATLS INC | $148.81万 | 0.04% | 2,586 | -234 | -8.3% | -$13.47万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $148.97万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $150.49万 | 0.04% | 12,133 | -1,202 | -9.0% | -$14.91万 | 减仓 |
| DMXF | ISHARES TR | $150.64万 | 0.04% | 18,058 | -105 | -0.6% | -$8,759 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $153.69万 | 0.04% | 9,554 | 2,114 | 28.4% | $34.01万 | 加仓 |
| RDDT | REDDIT INC | $153.69万 | 0.04% | 7,649 | 54 | 0.7% | $1.09万 | 加仓 |
| EFA | ISHARES TR | $154.15万 | 0.04% | 14,931 | 11,884 | 390.0% | $122.69万 | 加仓 |
| IAU | ISHARES GOLD TR | $154.39万 | 0.04% | 20,517 | 20,517 | — | $154.39万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $158.18万 | 0.04% | 4,789 | 1,074 | 28.9% | $35.47万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $159.82万 | 0.04% | 17,351 | -2,613 | -13.1% | -$24.07万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $163.85万 | 0.04% | 21,457 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $166.55万 | 0.04% | 19,082 | -95 | -0.5% | -$8,292 | 减仓 |
| PFE | PFIZER INC | $169.48万 | 0.04% | 69,231 | -1,563 | -2.2% | -$3.83万 | 减仓 |
| BOND | PIMCO ETF TR | $171.56万 | 0.04% | 18,870 | 18,870 | — | $171.56万 | 新建仓 |
| V | VISA INC | $176.09万 | 0.04% | 4,922 | -116 | -2.3% | -$4.15万 | 减仓 |