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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,086.79万 | 0.27% | 316,204 | 298,092 | 1,645.8% | $1,024.54万 | 加仓 |
| ESGU | ISHARES TR | $1,143.99万 | 0.28% | 69,531 | -2,855 | -3.9% | -$46.97万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,183.55万 | 0.29% | 49,482 | 3,280 | 7.1% | $78.45万 | 加仓 |
| IEFA | ISHARES TR | $1,189.68万 | 0.29% | 123,732 | 548 | 0.4% | $5.27万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,189.70万 | 0.29% | 34,485 | -2,738 | -7.4% | -$94.46万 | 减仓 |
| AAUS | EA SERIES TRUST | $1,192.13万 | 0.29% | 198,547 | -482,951 | -70.9% | -$2,899.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,220.16万 | 0.30% | 16,287 | -1,115 | -6.4% | -$83.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,238.95万 | 0.30% | 60,873 | 7,998 | 15.1% | $162.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,272.46万 | 0.31% | 327,279 | 675 | 0.2% | $2.62万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,284.30万 | 0.31% | 374,214 | 213,744 | 133.2% | $733.57万 | 加仓 |
| IVLU | ISHARES TR | $1,333.64万 | 0.33% | 316,704 | -1,733 | -0.5% | -$7.30万 | 减仓 |
| LLY | ELI LILLY & CO | $1,339.30万 | 0.33% | 11,332 | -69 | -0.6% | -$8.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,352.60万 | 0.33% | 34,594 | 662 | 2.0% | $25.88万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,384.80万 | 0.34% | 141,551 | 4,390 | 3.2% | $42.95万 | 加仓 |
| IVE | ISHARES TR | $1,615.30万 | 0.39% | 69,963 | 69,963 | — | $1,615.30万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,768.29万 | 0.43% | 214,260 | 39,145 | 22.4% | $323.06万 | 加仓 |
| PLD | PROLOGIS INC. | $1,768.46万 | 0.43% | 124,399 | 78,529 | 171.2% | $1,116.37万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,807.63万 | 0.44% | 198,641 | -490 | -0.2% | -$4.46万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,815.79万 | 0.44% | 176,120 | 62 | 0.0% | $6,392 | 加仓 |
| EFV | ISHARES TR | $2,065.08万 | 0.50% | 264,652 | 13,699 | 5.5% | $106.89万 | 加仓 |
| IVW | ISHARES TR | $2,106.74万 | 0.51% | 154,385 | 148,696 | 2,613.7% | $2,029.11万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,508.60万 | 0.61% | 705,853 | 705,853 | — | $2,508.60万 | 新建仓 |
| ITOT | ISHARES TR | $2,560.60万 | 0.62% | 155,944 | -5,539 | -3.4% | -$90.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,720.84万 | 0.66% | 390,029 | 21,562 | 5.9% | $150.42万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $3,168.66万 | 0.77% | 768,347 | 166,403 | 27.6% | $686.25万 | 加仓 |
| SCZ | ISHARES TR | $3,257.11万 | 0.79% | 394,801 | -19,573 | -4.7% | -$161.48万 | 减仓 |
| AAPL | APPLE INC | $3,608.18万 | 0.88% | 113,711 | -4,450 | -3.8% | -$141.20万 | 减仓 |
| EMR | EMERSON ELEC CO | $3,677.49万 | 0.90% | 271,642 | -339 | -0.1% | -$4.59万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4,498.46万 | 1.10% | 868,094 | 74,685 | 9.4% | $387.02万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,603.91万 | 1.12% | 1,191,181 | 90,318 | 8.2% | $349.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,282.74万 | 1.29% | 758,035 | -636,083 | -45.6% | -$4,432.86万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,484.58万 | 1.34% | 79,660 | 12,605 | 18.8% | $867.85万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,741.67万 | 1.65% | 527,558 | -367 | -0.1% | -$4.69万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,700.25万 | 1.88% | 862,580 | -1,985 | -0.2% | -$17.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.01亿 | 2.46% | 1,246,691 | -23,580 | -1.9% | -$190.31万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.42亿 | 3.45% | 3,903,563 | -38,502 | -1.0% | -$139.61万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.45亿 | 3.55% | 3,901,958 | 403,120 | 11.5% | $1,503.03万 | 加仓 |
| LRGF | ISHARES TR | $1.59亿 | 3.87% | 2,091,989 | 111,632 | 5.6% | $846.73万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.78亿 | 4.35% | 3,242,114 | -2,316,845 | -41.7% | -$1.27亿 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.92亿 | 4.67% | 1,545,016 | 75,690 | 5.2% | $938.33万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.08亿 | 5.08% | 3,765,351 | 101,116 | 2.8% | $559.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3.50亿 | 8.54% | 7,886,805 | -2,449,200 | -23.7% | -$1.09亿 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3.63亿 | 8.85% | 4,426,858 | -30,930 | -0.7% | -$253.29万 | 减仓 |
| DFAL | DIMENSIONAL ETF TRUST | $3.66亿 | 8.92% | 7,263,717 | 7,263,717 | — | $3.66亿 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $4.42亿 | 10.78% | 1,194,717 | 74,957 | 6.7% | $2,771.76万 | 加仓 |