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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $176.94万 | 0.04% | 9,617 | 1,900 | 24.6% | $34.96万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $177.03万 | 0.04% | 41,459 | -463 | -1.1% | -$1.98万 | 减仓 |
| GEV | GE VERNOVA INC | $177.64万 | 0.04% | 1,704 | -263 | -13.4% | -$27.42万 | 减仓 |
| CLMT | CALUMET INC | $178.11万 | 0.04% | 45,000 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $178.16万 | 0.04% | 34,821 | 34,821 | — | $178.16万 | 新建仓 |
| WFC | WELLS FARGO & CO | $184.22万 | 0.04% | 21,013 | 6,169 | 41.6% | $54.08万 | 加仓 |
| NVS | NOVARTIS AG | $188.51万 | 0.05% | 12,291 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $189.24万 | 0.05% | 22,537 | 22,537 | — | $189.24万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $193.93万 | 0.05% | 3,629 | -1,856 | -33.8% | -$99.18万 | 减仓 |
| CSCO | CISCO SYS INC | $208.15万 | 0.05% | 17,455 | -4,157 | -19.2% | -$49.57万 | 减仓 |
| OEF | ISHARES TR | $209.14万 | 0.05% | 5,662 | 2,157 | 61.5% | $79.67万 | 加仓 |
| GE | GE AEROSPACE | $209.82万 | 0.05% | 5,937 | -1,070 | -15.3% | -$37.82万 | 减仓 |
| MCD | MCDONALDS CORP | $215.21万 | 0.05% | 7,894 | -1,744 | -18.1% | -$47.55万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $215.30万 | 0.05% | 29,774 | 120 | 0.4% | $8,677 | 加仓 |
| VO | VANGUARD INDEX FDS | $218.46万 | 0.05% | 27,024 | -1,280 | -4.5% | -$10.35万 | 减仓 |
| BA | BOEING CO | $222.68万 | 0.05% | 10,332 | 63 | 0.6% | $1.36万 | 加仓 |
| MUB | ISHARES TR | $222.94万 | 0.05% | 20,855 | 20,855 | — | $222.94万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $224.58万 | 0.05% | 77,816 | -2,684 | -3.3% | -$7.75万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $228.55万 | 0.06% | 43,951 | 43,951 | — | $228.55万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $241.63万 | 0.06% | 4,494 | 102 | 2.3% | $5.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $247.94万 | 0.06% | 2,646 | -410 | -13.4% | -$38.42万 | 减仓 |
| SGOV | ISHARES TR | $249.21万 | 0.06% | 24,792 | -23,806 | -49.0% | -$239.30万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $252.95万 | 0.06% | 10,462 | -1,222 | -10.5% | -$29.55万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $254.02万 | 0.06% | 35,037 | 35,037 | — | $254.02万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $254.51万 | 0.06% | 13,969 | 3,425 | 32.5% | $62.40万 | 加仓 |
| RGLD | ROYAL GOLD INC | $257.71万 | 0.06% | 13,320 | -441 | -3.2% | -$8.53万 | 减仓 |
| USB | US BANCORP | $259.99万 | 0.06% | 41,705 | -1,274 | -3.0% | -$7.94万 | 减仓 |
| IVV | ISHARES TR | $260.90万 | 0.06% | 3,467 | 574 | 19.8% | $43.19万 | 加仓 |
| POST | POST HLDGS INC | $263.41万 | 0.06% | 30,382 | -7 | -0.0% | -$607 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $263.84万 | 0.06% | 89,348 | -86 | -0.1% | -$2,540 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $270.55万 | 0.07% | 2,920 | 721 | 32.8% | $66.80万 | 加仓 |
| MGK | VANGUARD WORLD FD | $279.82万 | 0.07% | 31,910 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $296.59万 | 0.07% | 19,990 | -1,988 | -9.0% | -$29.50万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $307.95万 | 0.08% | 128,099 | 128,099 | — | $307.95万 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $308.12万 | 0.08% | 9,604 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $308.76万 | 0.08% | 396,354 | -11,238 | -2.8% | -$8.75万 | 减仓 |
| IJR | ISHARES TR | $309.49万 | 0.08% | 21,346 | 2,973 | 16.2% | $43.10万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $313.60万 | 0.08% | 37,431 | 9,094 | 32.1% | $76.19万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $317.23万 | 0.08% | 54,237 | -5 | -0.0% | -$292 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $324.96万 | 0.08% | 36,272 | 5 | 0.0% | $448 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $326.25万 | 0.08% | 35,559 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $332.52万 | 0.08% | 3,570 | 777 | 27.8% | $72.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $334.47万 | 0.08% | 9,998 | 153 | 1.6% | $5.12万 | 加仓 |
| ESGD | ISHARES TR | $342.34万 | 0.08% | 33,458 | -1,305 | -3.8% | -$13.35万 | 减仓 |
| IWM | ISHARES TR | $343.98万 | 0.08% | 11,721 | 6,680 | 132.5% | $196.04万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $353.64万 | 0.09% | 73,845 | 57,165 | 342.7% | $273.76万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $356.84万 | 0.09% | 77,171 | 77,171 | — | $356.84万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $361.92万 | 0.09% | 75,668 | 75,668 | — | $361.92万 | 新建仓 |
| SUSB | ISHARES TR | $365.40万 | 0.09% | 147,281 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $368.60万 | 0.09% | 14,300 | -1,491 | -9.4% | -$38.43万 | 减仓 |
| FNV | FRANCO NEV CORP | $379.83万 | 0.09% | 18,945 | -697 | -3.5% | -$13.97万 | 减仓 |
| UNP | UNION PAC CORP | $383.66万 | 0.09% | 13,270 | -86 | -0.6% | -$2.49万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $384.77万 | 0.09% | 49,165 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $385.11万 | 0.09% | 9,755 | 1,823 | 23.0% | $71.97万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $396.68万 | 0.10% | 85,675 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $402.37万 | 0.10% | 16,225 | -992 | -5.8% | -$24.60万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $405.91万 | 0.10% | 113,288 | 104,314 | 1,162.4% | $373.76万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $413.56万 | 0.10% | 38,353 | -1,042 | -2.6% | -$11.24万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $414.35万 | 0.10% | 9,656 | -227 | -2.3% | -$9.74万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $423.55万 | 0.10% | 119,715 | 105,766 | 758.2% | $374.20万 | 加仓 |
| LMUB | ISHARES TR | $433.88万 | 0.11% | 85,460 | 85,460 | — | $433.88万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $440.23万 | 0.11% | 87,573 | 87,573 | — | $440.23万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $448.66万 | 0.11% | 54,714 | 31,869 | 139.5% | $261.33万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $456.86万 | 0.11% | 36,951 | -428 | -1.1% | -$5.29万 | 减仓 |
| CMF | ISHARES TR | $461.10万 | 0.11% | 80,435 | 80,435 | — | $461.10万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $478.46万 | 0.12% | 119,407 | -3,352 | -2.7% | -$13.43万 | 减仓 |
| GOVT | ISHARES TR | $478.54万 | 0.12% | 212,495 | 212,495 | — | $478.54万 | 新建仓 |
| IEMG | ISHARES INC | $488.28万 | 0.12% | 62,209 | 1,065 | 1.7% | $8.36万 | 加仓 |
| AVGO | BROADCOM INC | $489.53万 | 0.12% | 12,747 | 842 | 7.1% | $32.34万 | 加仓 |
| QQQ | INVESCO QQQ TR | $491.80万 | 0.12% | 6,910 | 174 | 2.6% | $12.38万 | 加仓 |
| GOOG | ALPHABET INC | $495.31万 | 0.12% | 14,125 | -2,831 | -16.7% | -$99.27万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $507.02万 | 0.12% | 66,485 | 38,283 | 135.7% | $291.95万 | 加仓 |
| EMGF | ISHARES INC | $518.62万 | 0.13% | 75,086 | 75,086 | — | $518.62万 | 新建仓 |
| WMT | WALMART INC | $522.15万 | 0.13% | 45,491 | -9,250 | -16.9% | -$106.17万 | 减仓 |
| IWB | ISHARES TR | $527.68万 | 0.13% | 12,870 | 2,682 | 26.3% | $109.96万 | 加仓 |
| VB | VANGUARD INDEX FDS | $533.34万 | 0.13% | 18,007 | -1,002 | -5.3% | -$29.68万 | 减仓 |
| — | EXXON MOBIL CORP | $549.50万 | 0.13% | 38,025 | -1,739 | -4.4% | -$25.13万 | 减仓 |
| CDE | COEUR MNG INC | $563.33万 | 0.14% | 361,340 | -7,748 | -2.1% | -$12.08万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $577.71万 | 0.14% | 87,704 | -4,832 | -5.2% | -$31.83万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $591.43万 | 0.14% | 208,544 | 208,544 | — | $591.43万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $597.57万 | 0.15% | 139,457 | 139,457 | — | $597.57万 | 新建仓 |
| BAC | BANK OF AMER CORP | $604.33万 | 0.15% | 101,568 | 6,010 | 6.3% | $35.76万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $606.97万 | 0.15% | 148,512 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $666.92万 | 0.16% | 10,155 | 1,287 | 14.5% | $84.52万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $668.84万 | 0.16% | 144,818 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD | $701.77万 | 0.17% | 468,156 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $708.67万 | 0.17% | 86,025 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $737.12万 | 0.18% | 215,406 | 195,324 | 972.6% | $668.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $747.17万 | 0.18% | 15,038 | -2,910 | -16.2% | -$144.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $815.20万 | 0.20% | 250,369 | -259 | -0.1% | -$8,433 | 减仓 |
| SHLD | GLOBAL X FDS | $825.40万 | 0.20% | 136,498 | 136,498 | — | $825.40万 | 新建仓 |
| B | BARRICK MNG CORP | $836.75万 | 0.20% | 232,818 | -2,984 | -1.3% | -$10.72万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $845.58万 | 0.21% | 58,921 | -1,649 | -2.7% | -$23.66万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $857.64万 | 0.21% | 316,823 | 291,196 | 1,136.3% | $788.27万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $882.93万 | 0.22% | 231,497 | 106,001 | 84.5% | $404.29万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $973.60万 | 0.24% | 201,949 | 26,004 | 14.8% | $125.37万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $996.64万 | 0.24% | 219,427 | 219,427 | — | $996.64万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,003.69万 | 0.24% | 170,724 | 20,936 | 14.0% | $123.08万 | 加仓 |
| GOOGL | ALPHABET INC | $1,056.20万 | 0.26% | 29,962 | 1,033 | 3.6% | $36.41万 | 加仓 |
| AMZN | AMAZON COM INC | $1,056.21万 | 0.26% | 42,708 | -428 | -1.0% | -$10.58万 | 减仓 |