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 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $84.34万 | 0.02% | 12,350 | -3,060 | -19.9% | -$20.90万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $83.93万 | 0.02% | 30,824 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $83.27万 | 0.02% | 2,524 | -178 | -6.6% | -$5.87万 | 减仓 |
| KLAC | KLA CORP | $82.97万 | 0.02% | 3,733 | 113 | 3.1% | $2.51万 | 加仓 |
| DE | DEERE & CO | $82.87万 | 0.02% | 1,415 | 697 | 97.1% | $40.82万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $81.98万 | 0.02% | 2,313 | -1,598 | -40.9% | -$56.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $80.42万 | 0.02% | 4,463 | -1,172 | -20.8% | -$21.12万 | 减仓 |
| SO | SOUTHERN CO | $79.19万 | 0.02% | 8,208 | 4,288 | 109.4% | $41.37万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $78.48万 | 0.02% | 18,387 | 5,055 | 37.9% | $21.57万 | 加仓 |
| WWD | WOODWARD INC | $78.27万 | 0.02% | 1,972 | -14 | -0.7% | -$5,557 | 减仓 |
| CMCSA | COMCAST CORP NEW | $77.77万 | 0.02% | 32,446 | -8,765 | -21.3% | -$21.01万 | 减仓 |
| T | AT&T INC | $76.67万 | 0.02% | 35,578 | -4,498 | -11.2% | -$9.69万 | 减仓 |
| CRM | SALESFORCE INC | $74.28万 | 0.02% | 4,339 | -38 | -0.9% | -$6,506 | 减仓 |
| MCK | MCKESSON CORP | $72.46万 | 0.02% | 892 | -74 | -7.7% | -$6.01万 | 减仓 |
| LIN | LINDE PLC | $72.32万 | 0.02% | 1,380 | -124 | -8.2% | -$6.50万 | 减仓 |
| MS | MORGAN STANLEY | $65.93万 | 0.02% | 2,982 | 105 | 3.6% | $2.32万 | 加仓 |
| ETN | EATON CORP PLC | $64.99万 | 0.02% | 1,613 | -424 | -20.8% | -$17.08万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $64.70万 | 0.02% | 24,714 | 13,559 | 121.6% | $35.50万 | 加仓 |
| DIS | DISNEY WALT CO | $64.24万 | 0.02% | 6,692 | 1,415 | 26.8% | $13.58万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $63.15万 | 0.02% | 11,128 | -80 | -0.7% | -$4,540 | 减仓 |
| VBK | VANGUARD INDEX FDS | $62.73万 | 0.02% | 1,796 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $61.82万 | 0.02% | 1,582 | -40 | -2.5% | -$1.56万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $61.58万 | 0.02% | 6,607 | -5,811 | -46.8% | -$54.16万 | 减仓 |
| RTX | RTX CORPORATION | $61.30万 | 0.01% | 3,121 | -2,277 | -42.2% | -$44.72万 | 减仓 |
| ESGE | ISHARES INC | $61.03万 | 0.01% | 11,820 | -1,315 | -10.0% | -$6.79万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $60.48万 | 0.01% | 29,548 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $60.14万 | 0.01% | 907 | -19 | -2.1% | -$1.26万 | 减仓 |
| TJX | TJX COS INC NEW | $60.05万 | 0.01% | 3,989 | -139 | -3.4% | -$2.09万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $58.87万 | 0.01% | 1,965 | -1,037 | -34.5% | -$31.07万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $58.52万 | 0.01% | 680 | 112 | 19.7% | $9.64万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $58.38万 | 0.01% | 18,108 | 472 | 2.7% | $1.52万 | 加仓 |
| NEM | NEWMONT CORP | $57.21万 | 0.01% | 6,145 | 2,237 | 57.2% | $20.83万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $56.21万 | 0.01% | 5,214 | -92 | -1.7% | -$9,918 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $56.08万 | 0.01% | 11,629 | -97 | -0.8% | -$4,677 | 减仓 |
| IWR | ISHARES TR | $55.60万 | 0.01% | 5,064 | 678 | 15.5% | $7.44万 | 加仓 |
| TLH | ISHARES TR | $55.45万 | 0.01% | 5,659 | 5,659 | — | $55.45万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $54.94万 | 0.01% | 11,074 | 11,074 | — | $54.94万 | 新建仓 |
| CTVA | CORTEVA INC | $54.73万 | 0.01% | 6,359 | -299 | -4.5% | -$2.57万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $54.30万 | 0.01% | 6,730 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $54.21万 | 0.01% | 8,065 | 1,880 | 30.4% | $12.64万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $54.20万 | 0.01% | 49,637 | 31,915 | 180.1% | $34.85万 | 加仓 |
| IXC | ISHARES TR | $54.03万 | 0.01% | 10,283 | 10,283 | — | $54.03万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $53.89万 | 0.01% | 970 | 36 | 3.9% | $2.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $53.51万 | 0.01% | 12,870 | -127 | -1.0% | -$5,281 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $52.97万 | 0.01% | 2,110 | -1,780 | -45.8% | -$44.69万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $52.84万 | 0.01% | 1,613 | -38 | -2.3% | -$1.24万 | 减仓 |
| LQD | ISHARES TR | $52.65万 | 0.01% | 4,922 | 4,922 | — | $52.65万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $52.08万 | 0.01% | 12,457 | 125 | 1.0% | $5,226 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $51.91万 | 0.01% | 50,009 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $51.77万 | 0.01% | 5,484 | 735 | 15.5% | $6.94万 | 加仓 |
| PSX | PHILLIPS 66 | $51.63万 | 0.01% | 2,604 | -42 | -1.6% | -$8,327 | 减仓 |
| YUM | YUM BRANDS INC | $51.58万 | 0.01% | 3,190 | -1,841 | -36.6% | -$29.77万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $50.90万 | 0.01% | 9,434 | 107 | 1.1% | $5,773 | 加仓 |
| DCO | DUCOMMUN INC DEL | $50.86万 | 0.01% | 3,111 | 3,111 | — | $50.86万 | 新建仓 |
| IWV | ISHARES TR | $50.62万 | 0.01% | 1,187 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $50.29万 | 0.01% | 1,178 | -177 | -13.1% | -$7.56万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $49.93万 | 0.01% | 9,168 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $49.90万 | 0.01% | 9,566 | 212 | 2.3% | $1.11万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $49.39万 | 0.01% | 9,709 | 2,370 | 32.3% | $12.06万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $48.35万 | 0.01% | 8,943 | 8,943 | — | $48.35万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $48.18万 | 0.01% | 4,005 | -32 | -0.8% | -$3,850 | 减仓 |
| CAH | CARDINAL HEALTH INC | $48.09万 | 0.01% | 2,058 | -159 | -7.2% | -$3.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.71万 | 0.01% | 3,669 | -3,071 | -45.6% | -$39.94万 | 减仓 |
| MTB | M & T BK CORP | $47.49万 | 0.01% | 1,958 | -499 | -20.3% | -$12.10万 | 减仓 |
| GLD | SPDR GOLD TR | $47.10万 | 0.01% | 1,283 | 29 | 2.3% | $1.06万 | 加仓 |
| TGT | TARGET CORP | $46.72万 | 0.01% | 3,466 | 1,164 | 50.6% | $15.69万 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $46.55万 | 0.01% | 5,840 | 0 | 0.0% | — | 不变 |
| AVSU | AMERICAN CENTY ETF TR | $46.04万 | 0.01% | 5,250 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $45.51万 | 0.01% | 11,881 | 534 | 4.7% | $2.05万 | 加仓 |
| EXEL | EXELIXIS INC | $45.21万 | 0.01% | 8,068 | 8 | 0.1% | $448 | 加仓 |
| C | CITIGROUP INC | $44.84万 | 0.01% | 3,187 | 38 | 1.2% | $5,346 | 加仓 |
| ETR | ENTERGY CORP NEW | $44.80万 | 0.01% | 3,901 | 3,901 | — | $44.80万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $44.68万 | 0.01% | 1,887 | 430 | 29.5% | $10.18万 | 加仓 |
| MMM | 3M CO | $44.59万 | 0.01% | 2,828 | -1,071 | -27.5% | -$16.89万 | 减仓 |
| — | EA SERIES TRUST | $44.30万 | 0.01% | 13,495 | -2,270 | -14.4% | -$7.45万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $44.26万 | 0.01% | 5,755 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $44.01万 | 0.01% | 1,716 | 1,716 | — | $44.01万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $43.56万 | 0.01% | 39,639 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $43.22万 | 0.01% | 2,230 | -277 | -11.0% | -$5.37万 | 减仓 |
| COP | CONOCOPHILLIPS | $40.90万 | 0.01% | 3,625 | -131 | -3.5% | -$1.48万 | 减仓 |
| FDX | FEDEX CORP | $40.90万 | 0.01% | 1,304 | -296 | -18.5% | -$9.28万 | 减仓 |
| CB | CHUBB LIMITED | $40.76万 | 0.01% | 1,149 | -1,060 | -48.0% | -$37.60万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $40.35万 | 0.01% | 4,050 | 7 | 0.2% | $697 | 加仓 |
| VOE | VANGUARD INDEX FDS | $40.14万 | 0.01% | 1,984 | 78 | 4.1% | $1.58万 | 加仓 |
| IJH | ISHARES TR | $40.07万 | 0.01% | 5,326 | -4,774 | -47.3% | -$35.92万 | 减仓 |
| CI | THE CIGNA GROUP | $39.96万 | 0.01% | 1,312 | -460 | -26.0% | -$14.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $39.92万 | 0.01% | 1,169 | -197 | -14.4% | -$6.73万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $39.84万 | 0.01% | 11,311 | 974 | 9.4% | $3.43万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $39.59万 | 0.01% | 1,091 | -35 | -3.1% | -$1.27万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.41万 | 0.01% | 757 | -40 | -5.0% | -$2.08万 | 减仓 |
| FAST | FASTENAL CO | $38.44万 | 0.01% | 8,170 | -106 | -1.3% | -$4,988 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $38.33万 | 0.01% | 3,412 | 3,412 | — | $38.33万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $38.22万 | 0.01% | 899 | -762 | -45.9% | -$32.40万 | 减仓 |
| MPC | MARATHON PETE CORP | $38.15万 | 0.01% | 1,285 | -1,210 | -48.5% | -$35.92万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $38.05万 | 0.01% | 26,590 | 4 | 0.0% | $57 | 加仓 |
| HYG | ISHARES TR | $37.77万 | 0.01% | 4,750 | 4,750 | — | $37.77万 | 新建仓 |
| FTNT | FORTINET INC | $37.47万 | 0.01% | 2,333 | 2,333 | — | $37.47万 | 新建仓 |
| IXN | ISHARES TR | $36.80万 | 0.01% | 2,693 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $36.67万 | 0.01% | 14,991 | 14,991 | — | $36.67万 | 新建仓 |
| BSVO | EA SERIES TRUST | $36.43万 | 0.01% | 12,544 | 0 | 0.0% | — | 不变 |