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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $63.24万 | 0.02% | 20,082 | -2,953 | -12.8% | -$9.30万 | 减仓 |
| KLAC | KLA CORP | $62.89万 | 0.02% | 362 | 12 | 3.4% | $2.08万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $61.38万 | 0.02% | 13,332 | -426 | -3.1% | -$1.96万 | 减仓 |
| FDX | FEDEX CORP | $59.87万 | 0.02% | 1,600 | 35 | 2.2% | $1.31万 | 加仓 |
| MMM | 3M CO | $58.60万 | 0.02% | 3,899 | 107 | 2.8% | $1.61万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $57.85万 | 0.02% | 3,715 | -4 | -0.1% | -$623 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $57.64万 | 0.02% | 17,636 | 231 | 1.3% | $7,549 | 加仓 |
| CNC | CENTENE CORP DEL | $57.48万 | 0.02% | 15,410 | -101 | -0.7% | -$3,767 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $57.23万 | 0.02% | 5,306 | 142 | 2.7% | $1.53万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $56.72万 | 0.02% | 1,796 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $55.81万 | 0.02% | 6,658 | 12 | 0.2% | $1,006 | 加仓 |
| MPC | MARATHON PETE CORP | $55.55万 | 0.02% | 2,495 | 83 | 3.4% | $1.85万 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $55.43万 | 0.02% | 29,548 | -2,214 | -7.0% | -$4.15万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $55.26万 | 0.02% | 18,112 | -801 | -4.2% | -$2.44万 | 减仓 |
| GLD | SPDR GOLD TR | $54.82万 | 0.02% | 1,254 | 342 | 37.5% | $14.95万 | 加仓 |
| INTC | INTEL CORP | $54.38万 | 0.02% | 8,717 | -44 | -0.5% | -$2,745 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.12万 | 0.02% | 1,091 | -29 | -2.6% | -$1.44万 | 减仓 |
| MTB | M & T BK CORP | $54.03万 | 0.02% | 2,457 | 6 | 0.2% | $1,320 | 加仓 |
| EFG | ISHARES TR | $52.95万 | 0.01% | 4,470 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $52.33万 | 0.01% | 5,277 | -309 | -5.5% | -$3.06万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $52.33万 | 0.01% | 12,332 | 86 | 0.7% | $3,649 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $51.75万 | 0.01% | 1,661 | -170 | -9.3% | -$5.30万 | 减仓 |
| MS | MORGAN STANLEY | $51.11万 | 0.01% | 2,877 | -4 | -0.1% | -$711 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $51.01万 | 0.01% | 6,730 | 420 | 6.7% | $3.18万 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $50.91万 | 0.01% | 50,009 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL ETF TRUST | $50.61万 | 0.01% | 9,327 | 921 | 11.0% | $5.00万 | 加仓 |
| DHR | DANAHER CORP DEL | $49.75万 | 0.01% | 2,624 | -489 | -15.7% | -$9.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $49.28万 | 0.01% | 12,997 | 2,734 | 26.6% | $10.37万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $48.93万 | 0.01% | 797 | -5 | -0.6% | -$3,070 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $48.92万 | 0.01% | 1,651 | 5 | 0.3% | $1,481 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $48.71万 | 0.01% | 26,586 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $48.08万 | 0.01% | 1,772 | -1 | -0.1% | -$271 | 减仓 |
| — | HONEYWELL INTL INC | $47.89万 | 0.01% | 2,038 | 39 | 2.0% | $9,165 | 加仓 |
| CAH | CARDINAL HEALTH INC | $47.78万 | 0.01% | 2,217 | 101 | 4.8% | $2.18万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $47.70万 | 0.01% | 995 | 3 | 0.3% | $1,438 | 加仓 |
| NEM | NEWMONT CORP | $47.25万 | 0.01% | 3,908 | 3,908 | — | $47.25万 | 新建仓 |
| COR | CENCORA INC | $47.10万 | 0.01% | 1,468 | 166 | 12.7% | $5.33万 | 加仓 |
| SRE | SEMPRA | $46.93万 | 0.01% | 4,749 | 83 | 1.8% | $8,202 | 加仓 |
| COP | CONOCOPHILLIPS | $46.04万 | 0.01% | 3,756 | 83 | 2.3% | $1.02万 | 加仓 |
| IWV | ISHARES TR | $45.90万 | 0.01% | 1,187 | 0 | 0.0% | — | 不变 |
| AVSD | AMERICAN CENTY ETF TR | $45.55万 | 0.01% | 5,840 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $45.18万 | 0.01% | 13,949 | 5 | 0.0% | $162 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $45.09万 | 0.01% | 9,168 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $45.01万 | 0.01% | 15,765 | 15,765 | — | $45.01万 | 新建仓 |
| IWR | ISHARES TR | $44.14万 | 0.01% | 4,386 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $44.03万 | 0.01% | 2,507 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYIELD QUALITY | $43.80万 | 0.01% | 39,639 | 39,639 | — | $43.80万 | 新建仓 |
| LOW | LOWES COS INC | $43.71万 | 0.01% | 1,790 | 73 | 4.3% | $1.78万 | 加仓 |
| DE | DEERE & CO | $43.42万 | 0.01% | 718 | 3 | 0.4% | $1,814 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $42.96万 | 0.01% | 10,337 | 125 | 1.2% | $5,195 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $42.38万 | 0.01% | 11,347 | 36 | 0.3% | $1,345 | 加仓 |
| PSX | PHILLIPS 66 | $42.14万 | 0.01% | 2,646 | 15 | 0.6% | $2,389 | 加仓 |
| — | AMERICAN CENTY ETF TR | $41.61万 | 0.01% | 6,185 | 2,075 | 50.5% | $13.96万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $41.14万 | 0.01% | 5,755 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $40.97万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $40.90万 | 0.01% | 5,617 | 31 | 0.6% | $2,258 | 加仓 |
| FAST | FASTENAL CO | $40.69万 | 0.01% | 8,276 | 10 | 0.1% | $492 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $40.61万 | 0.01% | 1,366 | -14 | -1.0% | -$4,162 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $39.87万 | 0.01% | 1,126 | 21 | 1.9% | $7,436 | 加仓 |
| C | CITIGROUP INC | $39.17万 | 0.01% | 3,149 | 30 | 1.0% | $3,732 | 加仓 |
| SO | SOUTHERN CO | $38.08万 | 0.01% | 3,920 | -9 | -0.2% | -$874 | 减仓 |
| — | AMERICAN CENTY ETF TR | $37.40万 | 0.01% | 7,339 | 2,184 | 42.4% | $11.13万 | 加仓 |
| IWD | ISHARES TR | $36.22万 | 0.01% | 1,632 | 0 | 0.0% | — | 不变 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $36.12万 | 0.01% | 23,807 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $36.04万 | 0.01% | 1,906 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $35.89万 | 0.01% | 4,043 | 1 | 0.0% | $89 | 加仓 |
| EXEL | EXELIXIS INC | $35.68万 | 0.01% | 8,060 | -11 | -0.1% | -$487 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $35.25万 | 0.01% | 5,975 | 40 | 0.7% | $2,360 | 加仓 |
| BP | BP PLC | $33.73万 | 0.01% | 7,264 | 35 | 0.5% | $1,625 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.62万 | 0.01% | 1,518 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $33.43万 | 0.01% | 1,457 | 29 | 2.0% | $6,654 | 加仓 |
| BSVO | EA SERIES TRUST | $33.07万 | 0.01% | 12,544 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $32.91万 | 0.01% | 21,069 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $32.80万 | 0.01% | 2,300 | 168 | 7.9% | $2.40万 | 加仓 |
| MGV | VANGUARD WORLD FD | $32.75万 | 0.01% | 2,202 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $32.48万 | 0.01% | 32,810 | 32,810 | — | $32.48万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.46万 | 0.01% | 1,200 | 220 | 22.4% | $5.95万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $32.08万 | 0.01% | 934 | 934 | — | $32.08万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $31.58万 | 0.01% | 2,679 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $31.48万 | 0.01% | 511 | 4 | 0.8% | $2,465 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $31.44万 | 0.01% | 6,784 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $31.14万 | 0.01% | 3,047 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $31.04万 | 0.01% | 8,974 | -46 | -0.5% | -$1,591 | 减仓 |
| ANET | ARISTA NETWORKS INC | $30.47万 | 0.01% | 2,068 | 570 | 38.1% | $8.40万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $30.41万 | 0.01% | 653 | 26 | 4.1% | $1.21万 | 加仓 |
| BIIB | BIOGEN INC | $30.34万 | 0.01% | 1,754 | 17 | 1.0% | $2,940 | 加仓 |
| OKLO | OKLO INC | $30.23万 | 0.01% | 6,016 | -73 | -1.2% | -$3,668 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.21万 | 0.01% | 2,368 | 18 | 0.8% | $2,296 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $29.82万 | 0.01% | 11,155 | 11,155 | — | $29.82万 | 新建仓 |
| AVXC | AMERICAN CENTY ETF TR | $29.77万 | 0.01% | 4,075 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $29.75万 | 0.01% | 751 | 3 | 0.4% | $1,188 | 加仓 |
| AZO | AUTOZONE INC | $29.50万 | 0.01% | 86 | -1 | -1.1% | -$3,430 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $29.27万 | 0.01% | 6,100 | 11 | 0.2% | $528 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $29.23万 | 0.01% | 434 | 6 | 1.4% | $4,040 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.09万 | 0.01% | 1,975 | 12 | 0.6% | $1,768 | 加仓 |
| IXN | ISHARES TR | $29.04万 | 0.01% | 2,693 | -6 | -0.2% | -$647 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $28.83万 | 0.01% | 2,961 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $28.81万 | 0.01% | 1,996 | 1 | 0.1% | $144 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.58万 | 0.01% | 568 | 568 | — | $28.58万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $28.52万 | 0.01% | 4,047 | 88 | 2.2% | $6,202 | 加仓 |