Plancorp, LLC
SAINT LOUIS MO · SEC CIK 0001599579
$35.37亿2026Q1 申报市值
378持仓数
64.3%前十大占比 · 第一大 11.8%
30 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$3,024.83万
BKNG 加仓+$2,067.27万
DFIC 加仓+$1,513.78万
AVUV 加仓+$1,252.19万
LRGF 加仓+$791.17万
2026Q1 卖出最多 按季末市值估算
DFUV 减仓-$806.45万
DIMENSIONAL ETF 减仓-$374.03万
DFUS 减仓-$346.56万
EMR 减仓-$305.12万
DIMENSIONAL ETF 减仓-$292.47万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $239.22万 | 0.07% | 42,979 | -1,357 | -3.1% | -$7.55万 | 减仓 |
| IJR | ISHARES TR | $239.20万 | 0.07% | 18,373 | 366 | 2.0% | $4.77万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $230.29万 | 0.07% | 28,337 | 1,853 | 7.0% | $15.06万 | 加仓 |
| BA | BOEING CO | $223.49万 | 0.06% | 10,269 | 470 | 4.8% | $10.23万 | 加仓 |
| CAT | CATERPILLAR INC | $220.83万 | 0.06% | 2,793 | 16 | 0.6% | $1.27万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $219.53万 | 0.06% | 2,199 | 38 | 1.8% | $3.79万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $218.99万 | 0.06% | 4,392 | -184 | -4.0% | -$9.17万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $218.40万 | 0.06% | 28,202 | 7,488 | 36.1% | $57.99万 | 加仓 |
| GE | GE AEROSPACE | $216.05万 | 0.06% | 7,007 | -998 | -12.5% | -$30.77万 | 减仓 |
| VO | VANGUARD INDEX FDS | $209.96万 | 0.06% | 7,076 | -3 | -0.0% | -$890 | 减仓 |
| ABT | ABBOTT LABORATORIES | $200.23万 | 0.06% | 19,964 | -1,102 | -5.2% | -$11.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $198.81万 | 0.06% | 10,544 | -304 | -2.8% | -$5.73万 | 减仓 |
| IVV | ISHARES TR | $197.47万 | 0.06% | 2,893 | 27 | 0.9% | $1.84万 | 加仓 |
| GEV | GE VERNOVA INC | $194.96万 | 0.06% | 1,967 | -258 | -11.6% | -$25.57万 | 减仓 |
| PEP | PEPSICO INC | $194.44万 | 0.05% | 12,380 | 2 | 0.0% | $314 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $193.70万 | 0.05% | 29,654 | 360 | 1.2% | $2.35万 | 加仓 |
| PFE | PFIZER INC | $190.58万 | 0.05% | 70,794 | -11,781 | -14.3% | -$31.71万 | 减仓 |
| NVS | NOVARTIS AG | $189.34万 | 0.05% | 12,291 | 3 | 0.0% | $462 | 加仓 |
| NFLX | NETFLIX INC. | $187.73万 | 0.05% | 18,224 | 6,363 | 53.6% | $65.55万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $180.95万 | 0.05% | 22,845 | 269 | 1.2% | $2.13万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $178.37万 | 0.05% | 19,177 | 10 | 0.1% | $930 | 加仓 |
| CSCO | CISCO SYS INC | $177.69万 | 0.05% | 21,612 | 752 | 3.6% | $6.18万 | 加仓 |
| HD | HOME DEPOT INC | $174.53万 | 0.05% | 5,174 | -126 | -2.4% | -$4.25万 | 减仓 |
| MRK | MERCK & CO INC | $161.91万 | 0.05% | 13,335 | 665 | 5.2% | $8.07万 | 加仓 |
| VGT | VANGUARD WORLD FD | $155.49万 | 0.04% | 2,092 | -7 | -0.3% | -$5,203 | 减仓 |
| — | AMERICAN CENTY ETF TR | $155.48万 | 0.04% | 21,457 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $153.33万 | 0.04% | 5,038 | -399 | -7.3% | -$12.14万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $151.51万 | 0.04% | 16,104 | 88 | 0.5% | $8,279 | 加仓 |
| CLMT | CALUMET INC | $151.43万 | 0.04% | 45,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $148.56万 | 0.04% | 6,438 | -369 | -5.4% | -$8.51万 | 减仓 |
| DMXF | ISHARES TR | $144.14万 | 0.04% | 18,163 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $144.00万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $141.20万 | 0.04% | 4,785 | -540 | -10.1% | -$15.94万 | 减仓 |
| ORCL | ORACLE CORP | $140.82万 | 0.04% | 10,198 | -140 | -1.4% | -$1.93万 | 减仓 |
| SUB | ISHARES TR | $139.79万 | 0.04% | 13,118 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $136.92万 | 0.04% | 2,129 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $136.13万 | 0.04% | 17,571 | 1,846 | 11.7% | $14.30万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $134.41万 | 0.04% | 5,485 | 54 | 1.0% | $1.32万 | 加仓 |
| AEE | AMEREN CORP | $133.60万 | 0.04% | 11,776 | -293 | -2.4% | -$3.32万 | 减仓 |
| IGSB | ISHARES TR | $132.98万 | 0.04% | 25,320 | 973 | 4.0% | $5.11万 | 加仓 |
| IWM | ISHARES TR | $131.72万 | 0.04% | 5,041 | 193 | 4.0% | $5.04万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $128.54万 | 0.04% | 3,056 | 306 | 11.1% | $12.87万 | 加仓 |
| WFC | WELLS FARGO & CO | $126.76万 | 0.04% | 14,844 | -47 | -0.3% | -$4,014 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $124.33万 | 0.04% | 16,323 | 1,333 | 8.9% | $10.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $122.61万 | 0.03% | 3,911 | -39 | -1.0% | -$1.22万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $122.39万 | 0.03% | 16,371 | 1,700 | 11.6% | $12.71万 | 加仓 |
| GDX | VANECK ETF TRUST | $122.12万 | 0.03% | 12,287 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $116.79万 | 0.03% | 3,505 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $115.10万 | 0.03% | 41,211 | 1,999 | 5.1% | $5.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $113.13万 | 0.03% | 7,440 | 70 | 0.9% | $1.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $112.66万 | 0.03% | 2,820 | -190 | -6.3% | -$7.59万 | 减仓 |
| RTX | RTX CORPORATION | $108.80万 | 0.03% | 5,398 | 66 | 1.2% | $1.33万 | 加仓 |
| SF | STIFEL FINL CORP | $106.39万 | 0.03% | 13,774 | -17 | -0.1% | -$1,313 | 减仓 |
| RDDT | REDDIT INC | $106.12万 | 0.03% | 7,595 | -1,959 | -20.5% | -$27.37万 | 减仓 |
| T | AT&T INC | $106.04万 | 0.03% | 40,076 | -1,060 | -2.6% | -$2.80万 | 减仓 |
| AMGN | AMGEN INC | $105.09万 | 0.03% | 2,994 | 18 | 0.6% | $6,318 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $104.73万 | 0.03% | 12,418 | 2,858 | 29.9% | $24.10万 | 加仓 |
| SMLF | ISHARES TR | $104.23万 | 0.03% | 13,293 | -1,833 | -12.1% | -$14.37万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $102.37万 | 0.03% | 11,109 | 1,564 | 16.4% | $14.41万 | 加仓 |
| QCOM | QUALCOMM INC | $98.82万 | 0.03% | 7,717 | -703 | -8.3% | -$9.00万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $91.04万 | 0.03% | 2,456 | 15 | 0.6% | $5,560 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $90.42万 | 0.03% | 5,635 | 49 | 0.9% | $7,862 | 加仓 |
| FELE | FRANKLIN ELEC INC | $86.63万 | 0.02% | 8,602 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.31万 | 0.02% | 6,740 | 62 | 0.9% | $7,940 | 加仓 |
| GILD | GILEAD SCIENCES INC | $84.93万 | 0.02% | 6,111 | 50 | 0.8% | $6,949 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $84.50万 | 0.02% | 931 | 4 | 0.4% | $3,631 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $84.25万 | 0.02% | 11,208 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $83.75万 | 0.02% | 2,599 | 3 | 0.1% | $967 | 加仓 |
| MCK | MCKESSON CORP | $83.62万 | 0.02% | 966 | -4 | -0.4% | -$3,462 | 减仓 |
| ETN | EATON CORP PLC | $82.09万 | 0.02% | 2,037 | 172 | 9.2% | $6.93万 | 加仓 |
| YUM | YUM BRANDS INC | $81.39万 | 0.02% | 5,031 | 38 | 0.8% | $6,147 | 加仓 |
| TXN | TEXAS INSTRS INC | $81.20万 | 0.02% | 3,781 | 140 | 3.8% | $3.01万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $81.14万 | 0.02% | 5,597 | 12 | 0.2% | $1,740 | 加仓 |
| VOT | VANGUARD INDEX FDS | $80.52万 | 0.02% | 3,002 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $80.37万 | 0.02% | 1,622 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $80.06万 | 0.02% | 16,680 | 20 | 0.1% | $960 | 加仓 |
| IWP | ISHARES TR | $78.41万 | 0.02% | 6,015 | 134 | 2.3% | $1.75万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $78.34万 | 0.02% | 29,866 | 48 | 0.2% | $1,259 | 加仓 |
| WWD | WOODWARD INC | $77.15万 | 0.02% | 1,986 | 19 | 1.0% | $7,381 | 加仓 |
| LIN | LINDE PLC | $75.67万 | 0.02% | 1,504 | 32 | 2.2% | $1.61万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $73.44万 | 0.02% | 3,890 | -150 | -3.7% | -$2.83万 | 减仓 |
| CB | CHUBB LTD SWITZ | $72.44万 | 0.02% | 2,209 | -32 | -1.4% | -$1.05万 | 减仓 |
| CRM | SALESFORCE INC | $72.20万 | 0.02% | 4,377 | -206 | -4.5% | -$3.40万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $71.24万 | 0.02% | 2,702 | 184 | 7.3% | $4.85万 | 加仓 |
| IJH | ISHARES TR | $71.15万 | 0.02% | 10,100 | -5,308 | -34.4% | -$37.39万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $70.44万 | 0.02% | 25,614 | 15 | 0.1% | $412 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $69.35万 | 0.02% | 926 | 2 | 0.2% | $1,498 | 加仓 |
| IVW | ISHARES TR | $68.66万 | 0.02% | 5,689 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $68.36万 | 0.02% | 7,413 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $67.47万 | 0.02% | 30,824 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $67.01万 | 0.02% | 25,627 | 836 | 3.4% | $2.19万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $66.89万 | 0.02% | 11,726 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $66.71万 | 0.02% | 4,128 | -5 | -0.1% | -$808 | 减仓 |
| GLW | CORNING INC | $66.60万 | 0.02% | 3,889 | 64 | 1.7% | $1.10万 | 加仓 |
| ECL | ECOLAB INC | $66.55万 | 0.02% | 2,435 | 26 | 1.1% | $7,106 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $66.15万 | 0.02% | 4,037 | -12 | -0.3% | -$1,966 | 减仓 |
| SLV | ISHARES SILVER TR | $64.62万 | 0.02% | 9,354 | 10 | 0.1% | $691 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $64.28万 | 0.02% | 10,966 | 409 | 3.9% | $2.40万 | 加仓 |
| AFL | AFLAC INC | $63.92万 | 0.02% | 5,774 | -4 | -0.1% | -$443 | 减仓 |
| ESGE | ISHARES INC | $63.72万 | 0.02% | 13,135 | -209 | -1.6% | -$1.01万 | 减仓 |