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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $343.98万 | 0.08% | 11,721 | 6,680 | 132.5% | $196.04万 | 加仓 |
| ESGD | ISHARES TR | $342.34万 | 0.08% | 33,458 | -1,305 | -3.8% | -$13.35万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $334.47万 | 0.08% | 9,998 | 153 | 1.6% | $5.12万 | 加仓 |
| CAT | CATERPILLAR INC | $332.52万 | 0.08% | 3,570 | 777 | 27.8% | $72.37万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $326.25万 | 0.08% | 35,559 | 0 | 0.0% | — | 不变 |
| AVLC | AMERICAN CENTY ETF TR | $324.96万 | 0.08% | 36,272 | 5 | 0.0% | $448 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $317.23万 | 0.08% | 54,237 | -5 | -0.0% | -$292 | 减仓 |
| VXUS | VANGUARD STAR FDS | $313.60万 | 0.08% | 37,431 | 9,094 | 32.1% | $76.19万 | 加仓 |
| IJR | ISHARES TR | $309.49万 | 0.08% | 21,346 | 2,973 | 16.2% | $43.10万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $308.76万 | 0.08% | 396,354 | -11,238 | -2.8% | -$8.75万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $308.12万 | 0.08% | 9,604 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $307.95万 | 0.08% | 128,099 | 128,099 | — | $307.95万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $296.59万 | 0.07% | 19,990 | -1,988 | -9.0% | -$29.50万 | 减仓 |
| MGK | VANGUARD WORLD FD | $279.82万 | 0.07% | 31,910 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $270.55万 | 0.07% | 2,920 | 721 | 32.8% | $66.80万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $263.84万 | 0.06% | 89,348 | -86 | -0.1% | -$2,540 | 减仓 |
| POST | POST HLDGS INC | $263.41万 | 0.06% | 30,382 | -7 | -0.0% | -$607 | 减仓 |
| IVV | ISHARES TR | $260.90万 | 0.06% | 3,467 | 574 | 19.8% | $43.19万 | 加仓 |
| USB | US BANCORP | $259.99万 | 0.06% | 41,705 | -1,274 | -3.0% | -$7.94万 | 减仓 |
| RGLD | ROYAL GOLD INC | $257.71万 | 0.06% | 13,320 | -441 | -3.2% | -$8.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $254.51万 | 0.06% | 13,969 | 3,425 | 32.5% | $62.40万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $254.02万 | 0.06% | 35,037 | 35,037 | — | $254.02万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $252.95万 | 0.06% | 10,462 | -1,222 | -10.5% | -$29.55万 | 减仓 |
| SGOV | ISHARES TR | $249.21万 | 0.06% | 24,792 | -23,806 | -49.0% | -$239.30万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $247.94万 | 0.06% | 2,646 | -410 | -13.4% | -$38.42万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $241.63万 | 0.06% | 4,494 | 102 | 2.3% | $5.48万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $228.55万 | 0.06% | 43,951 | 43,951 | — | $228.55万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $224.58万 | 0.05% | 77,816 | -2,684 | -3.3% | -$7.75万 | 减仓 |
| MUB | ISHARES TR | $222.94万 | 0.05% | 20,855 | 20,855 | — | $222.94万 | 新建仓 |
| BA | BOEING CO | $222.68万 | 0.05% | 10,332 | 63 | 0.6% | $1.36万 | 加仓 |
| VO | VANGUARD INDEX FDS | $218.46万 | 0.05% | 27,024 | -1,280 | -4.5% | -$10.35万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $215.30万 | 0.05% | 29,774 | 120 | 0.4% | $8,677 | 加仓 |
| MCD | MCDONALDS CORP | $215.21万 | 0.05% | 7,894 | -1,744 | -18.1% | -$47.55万 | 减仓 |
| GE | GE AEROSPACE | $209.82万 | 0.05% | 5,937 | -1,070 | -15.3% | -$37.82万 | 减仓 |
| OEF | ISHARES TR | $209.14万 | 0.05% | 5,662 | 2,157 | 61.5% | $79.67万 | 加仓 |
| CSCO | CISCO SYS INC | $208.15万 | 0.05% | 17,455 | -4,157 | -19.2% | -$49.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $193.93万 | 0.05% | 3,629 | -1,856 | -33.8% | -$99.18万 | 减仓 |
| TLT | ISHARES TR | $189.24万 | 0.05% | 22,537 | 22,537 | — | $189.24万 | 新建仓 |
| NVS | NOVARTIS AG | $188.51万 | 0.05% | 12,291 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $184.22万 | 0.04% | 21,013 | 6,169 | 41.6% | $54.08万 | 加仓 |
| HYD | VANECK ETF TRUST | $178.16万 | 0.04% | 34,821 | 34,821 | — | $178.16万 | 新建仓 |
| CLMT | CALUMET INC | $178.11万 | 0.04% | 45,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $177.64万 | 0.04% | 1,704 | -263 | -13.4% | -$27.42万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $177.03万 | 0.04% | 41,459 | -463 | -1.1% | -$1.98万 | 减仓 |
| QCOM | QUALCOMM INC | $176.94万 | 0.04% | 9,617 | 1,900 | 24.6% | $34.96万 | 加仓 |
| V | VISA INC | $176.09万 | 0.04% | 4,922 | -116 | -2.3% | -$4.15万 | 减仓 |
| BOND | PIMCO ETF TR | $171.56万 | 0.04% | 18,870 | 18,870 | — | $171.56万 | 新建仓 |
| PFE | PFIZER INC | $169.48万 | 0.04% | 69,231 | -1,563 | -2.2% | -$3.83万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $166.55万 | 0.04% | 19,082 | -95 | -0.5% | -$8,292 | 减仓 |
| — | AMERICAN CENTY ETF TR | $163.85万 | 0.04% | 21,457 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $159.82万 | 0.04% | 17,351 | -2,613 | -13.1% | -$24.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $158.18万 | 0.04% | 4,789 | 1,074 | 28.9% | $35.47万 | 加仓 |
| IAU | ISHARES GOLD TR | $154.39万 | 0.04% | 20,517 | 20,517 | — | $154.39万 | 新建仓 |
| EFA | ISHARES TR | $154.15万 | 0.04% | 14,931 | 11,884 | 390.0% | $122.69万 | 加仓 |
| RDDT | REDDIT INC | $153.69万 | 0.04% | 7,649 | 54 | 0.7% | $1.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $153.69万 | 0.04% | 9,554 | 2,114 | 28.4% | $34.01万 | 加仓 |
| DMXF | ISHARES TR | $150.64万 | 0.04% | 18,058 | -105 | -0.6% | -$8,759 | 减仓 |
| MRK | MERCK & CO INC | $150.49万 | 0.04% | 12,133 | -1,202 | -9.0% | -$14.91万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $148.97万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $148.81万 | 0.04% | 2,586 | -234 | -8.3% | -$13.47万 | 减仓 |
| DVY | ISHARES TR | $148.19万 | 0.04% | 9,233 | -10,918 | -54.2% | -$175.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $148.07万 | 0.04% | 5,102 | -1,336 | -20.8% | -$38.77万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $147.53万 | 0.04% | 4,823 | 38 | 0.8% | $1.16万 | 加仓 |
| HD | HOME DEPOT INC | $147.35万 | 0.04% | 4,371 | -803 | -15.5% | -$27.07万 | 减仓 |
| INTC | INTEL CORP | $147.25万 | 0.04% | 14,279 | 5,562 | 63.8% | $57.36万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $145.94万 | 0.04% | 19,453 | 3,130 | 19.2% | $23.48万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $145.74万 | 0.04% | 16,490 | 386 | 2.4% | $3.41万 | 加仓 |
| AEE | AMEREN CORP | $143.75万 | 0.04% | 12,673 | 897 | 7.6% | $10.17万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $143.69万 | 0.04% | 18,101 | 1,730 | 10.6% | $13.73万 | 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 |
| NFLX | NETFLIX INC. | $143.28万 | 0.03% | 19,407 | 1,183 | 6.5% | $8.73万 | 加仓 |
| KO | COCA COLA CO | $143.26万 | 0.03% | 17,005 | -566 | -3.2% | -$4.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $143.16万 | 0.03% | 16,618 | -30,896 | -65.0% | -$266.16万 | 减仓 |
| VGT | VANGUARD WORLD FD | $140.13万 | 0.03% | 12,124 | -4,612 | -27.6% | -$53.31万 | 减仓 |
| SUB | ISHARES TR | $139.39万 | 0.03% | 13,118 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $137.79万 | 0.03% | 1,317 | 386 | 41.5% | $40.38万 | 加仓 |
| IWF | ISHARES TR | $135.50万 | 0.03% | 11,144 | -12,204 | -52.3% | -$148.39万 | 减仓 |
| PEP | PEPSICO INC | $135.42万 | 0.03% | 9,778 | -2,602 | -21.0% | -$36.04万 | 减仓 |
| IGSB | ISHARES TR | $132.96万 | 0.03% | 25,550 | 230 | 0.9% | $1.20万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $130.69万 | 0.03% | 13,259 | 2,150 | 19.4% | $21.19万 | 加仓 |
| EFG | ISHARES TR | $130.67万 | 0.03% | 10,846 | 6,376 | 142.6% | $76.82万 | 加仓 |
| IYW | ISHARES TR | $125.87万 | 0.03% | 5,142 | 5,142 | — | $125.87万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $124.39万 | 0.03% | 2,951 | 495 | 20.2% | $20.87万 | 加仓 |
| RS | RELIANCE INC | $118.25万 | 0.03% | 3,068 | 469 | 18.0% | $18.08万 | 加仓 |
| SMLF | ISHARES TR | $115.91万 | 0.03% | 13,369 | 76 | 0.6% | $6,589 | 加仓 |
| ORCL | ORACLE CORP | $115.77万 | 0.03% | 8,801 | -1,397 | -13.7% | -$18.38万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $108.94万 | 0.03% | 37,618 | 7,752 | 26.0% | $22.45万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $103.47万 | 0.03% | 4,717 | -8,056 | -63.1% | -$176.71万 | 减仓 |
| SF | STIFEL FINL CORP | $103.26万 | 0.03% | 13,731 | -43 | -0.3% | -$3,234 | 减仓 |
| SYSB | ISHARES TR | $100.41万 | 0.02% | 11,471 | 11,471 | — | $100.41万 | 新建仓 |
| GLW | CORNING INC | $100.13万 | 0.02% | 5,468 | 1,579 | 40.6% | $28.91万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $97.65万 | 0.02% | 16,457 | 5,491 | 50.1% | $32.58万 | 加仓 |
| GDX | VANECK ETF TRUST | $96.01万 | 0.02% | 13,086 | 799 | 6.5% | $5.86万 | 加仓 |
| EEM | ISHARES TR | $90.51万 | 0.02% | 14,033 | 14,033 | — | $90.51万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $88.88万 | 0.02% | 8,611 | 9 | 0.1% | $929 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $87.16万 | 0.02% | 5,594 | -3 | -0.1% | -$467 | 减仓 |
| AMGN | AMGEN INC | $86.49万 | 0.02% | 2,399 | -595 | -19.9% | -$21.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $86.08万 | 0.02% | 6,551 | 440 | 7.2% | $5.78万 | 加仓 |
| TXN | TEXAS INSTRS INC | $85.82万 | 0.02% | 2,874 | -907 | -24.0% | -$27.08万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $85.50万 | 0.02% | 1,630 | 635 | 63.8% | $33.31万 | 加仓 |