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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4.19亿 | 11.83% | 10,336,005 | -92,375 | -0.9% | -$374.03万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3.75亿 | 10.61% | 1,119,760 | 90,280 | 8.8% | $3,024.83万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3.30亿 | 9.33% | 4,457,788 | -46,795 | -1.0% | -$346.56万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.78亿 | 7.85% | 5,558,959 | -161,483 | -2.8% | -$806.45万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2.02亿 | 5.71% | 3,664,235 | 93,115 | 2.6% | $513.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.69亿 | 4.77% | 1,469,326 | 109,142 | 8.0% | $1,252.19万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1.42亿 | 4.00% | 3,942,065 | -53,946 | -1.3% | -$193.77万 | 减仓 |
| LRGF | ISHARES TR | $1.36亿 | 3.84% | 1,980,357 | 115,280 | 6.2% | $791.17万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.31亿 | 3.69% | 3,498,838 | 405,295 | 13.1% | $1,513.78万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,417.79万 | 2.66% | 1,270,271 | -36,233 | -2.8% | -$268.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,007.40万 | 2.55% | 1,394,118 | -45,267 | -3.1% | -$292.47万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,733.53万 | 2.19% | 864,565 | -1,896 | -0.2% | -$16.96万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $6,129.73万 | 1.73% | 527,925 | 5,962 | 1.1% | $69.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,188.25万 | 1.18% | 67,055 | 2,288 | 3.5% | $142.91万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,050.07万 | 1.15% | 1,100,863 | 136,127 | 14.1% | $500.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $3,910.27万 | 1.11% | 271,981 | -21,223 | -7.2% | -$305.12万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,732.99万 | 1.06% | 793,409 | 3,700 | 0.5% | $17.41万 | 加仓 |
| AAUS | EA SERIES TRUST | $3,719.62万 | 1.05% | 681,498 | -11,231 | -1.6% | -$61.30万 | 减仓 |
| SCZ | ISHARES TR | $3,431.43万 | 0.97% | 414,374 | -429 | -0.1% | -$3.55万 | 减仓 |
| AAPL | APPLE INC | $3,077.85万 | 0.87% | 118,161 | 1,797 | 1.5% | $46.81万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,496.00万 | 0.71% | 368,467 | 10,567 | 3.0% | $71.58万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,464.96万 | 0.70% | 601,944 | 651 | 0.1% | $2.67万 | 加仓 |
| ITOT | ISHARES TR | $2,400.93万 | 0.68% | 161,483 | 24,168 | 17.6% | $359.33万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2,130.00万 | 0.60% | 5,059 | 4,910 | 3,295.3% | $2,067.27万 | 加仓 |
| EFV | ISHARES TR | $1,950.66万 | 0.55% | 250,953 | -3,049 | -1.2% | -$23.70万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,857.94万 | 0.53% | 176,058 | 1 | 0.0% | $106 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,711.73万 | 0.48% | 199,131 | 413 | 0.2% | $3.55万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1,349.43万 | 0.38% | 175,115 | 42,873 | 32.4% | $330.38万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,324.97万 | 0.37% | 60,570 | -7,450 | -11.0% | -$162.97万 | 减仓 |
| IVLU | ISHARES TR | $1,324.06万 | 0.37% | 318,437 | 628 | 0.2% | $2.61万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,275.32万 | 0.36% | 137,161 | 4,736 | 3.6% | $44.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,258.45万 | 0.36% | 33,932 | -1,098 | -3.1% | -$40.72万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,182.38万 | 0.33% | 17,402 | 358 | 2.1% | $24.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,180.35万 | 0.33% | 326,604 | -2,905 | -0.9% | -$10.50万 | 减仓 |
| IEFA | ISHARES TR | $1,174.19万 | 0.33% | 123,184 | -268 | -0.2% | -$2.55万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,161.80万 | 0.33% | 37,223 | -300 | -0.8% | -$9.36万 | 减仓 |
| LLY | ELI LILLY & CO | $1,071.09万 | 0.30% | 11,401 | -27 | -0.2% | -$2.54万 | 减仓 |
| ESGU | ISHARES TR | $1,067.55万 | 0.30% | 72,386 | -673 | -0.9% | -$9.93万 | 减仓 |
| AMZN | AMAZON COM INC | $1,028.28万 | 0.29% | 43,136 | 1,866 | 4.5% | $44.48万 | 加仓 |
| B | BARRICK MNG CORP | $1,026.92万 | 0.29% | 235,802 | -22,190 | -8.6% | -$96.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $997.38万 | 0.28% | 52,875 | 4,167 | 8.6% | $78.60万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $988.72万 | 0.28% | 46,202 | 3,481 | 8.1% | $74.49万 | 加仓 |
| GOOGL | ALPHABET INC | $917.74万 | 0.26% | 28,929 | 95 | 0.3% | $3.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $861.33万 | 0.24% | 17,948 | -5 | -0.0% | -$2,400 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $850.05万 | 0.24% | 149,788 | 8,418 | 6.0% | $47.77万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $849.11万 | 0.24% | 175,945 | 753 | 0.4% | $3.63万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $776.20万 | 0.22% | 468,156 | -13,695 | -2.8% | -$22.71万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $765.92万 | 0.22% | 250,628 | 172 | 0.1% | $5,256 | 加仓 |
| CDE | COEUR MNG INC | $747.03万 | 0.21% | 369,088 | 221 | 0.1% | $4,473 | 加仓 |
| WMT | WALMART INC | $693.95万 | 0.20% | 54,741 | 228 | 0.4% | $2.89万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $667.68万 | 0.19% | 144,818 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $645.62万 | 0.18% | 86,025 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $629.29万 | 0.18% | 45,870 | 90 | 0.2% | $1.23万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $617.74万 | 0.17% | 148,512 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $606.44万 | 0.17% | 39,764 | -242 | -0.6% | -$3.69万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $570.60万 | 0.16% | 39,395 | -833 | -2.1% | -$12.07万 | 减仓 |
| META | META PLATFORMS INC | $558.57万 | 0.16% | 8,868 | -130 | -1.4% | -$8.19万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $535.51万 | 0.15% | 92,536 | 22 | 0.0% | $1,273 | 加仓 |
| GOOG | ALPHABET INC | $535.32万 | 0.15% | 16,956 | 811 | 5.0% | $25.60万 | 加仓 |
| VB | VANGUARD INDEX FDS | $517.24万 | 0.15% | 19,009 | 108 | 0.6% | $2.94万 | 加仓 |
| FNV | FRANCO NEV CORP | $513.74万 | 0.15% | 19,642 | -561 | -2.8% | -$14.67万 | 减仓 |
| BAC | BANK AMERICA CORP | $502.06万 | 0.14% | 95,558 | -114 | -0.1% | -$5,990 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $492.32万 | 0.14% | 160,470 | -14,258 | -8.2% | -$43.74万 | 减仓 |
| SGOV | ISHARES TR | $488.41万 | 0.14% | 48,598 | 27,492 | 130.3% | $276.29万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $482.86万 | 0.14% | 37,379 | 9,318 | 33.2% | $120.37万 | 加仓 |
| IEMG | ISHARES INC | $454.00万 | 0.13% | 61,144 | -5,067 | -7.7% | -$37.62万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $452.54万 | 0.13% | 125,496 | 1 | 0.0% | $36 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $450.89万 | 0.13% | 122,759 | 733 | 0.6% | $2.69万 | 加仓 |
| AVGO | BROADCOM INC | $442.35万 | 0.13% | 11,905 | 264 | 2.3% | $9.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $411.59万 | 0.12% | 6,736 | 480 | 7.7% | $29.33万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $400.19万 | 0.11% | 85,675 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $390.26万 | 0.11% | 80,500 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $385.90万 | 0.11% | 49,165 | 340 | 0.7% | $2.67万 | 加仓 |
| IWB | ISHARES TR | $379.03万 | 0.11% | 10,188 | -41 | -0.4% | -$1.53万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $376.54万 | 0.11% | 15,791 | -98 | -0.6% | -$2.34万 | 减仓 |
| SUSB | ISHARES TR | $368.86万 | 0.10% | 147,281 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $367.18万 | 0.10% | 13,761 | 29 | 0.2% | $7,738 | 加仓 |
| VUG | VANGUARD INDEX FDS | $365.15万 | 0.10% | 7,919 | -313 | -3.8% | -$14.43万 | 减仓 |
| ABBV | ABBVIE INC | $358.01万 | 0.10% | 17,217 | 13 | 0.1% | $2,703 | 加仓 |
| ESGD | ISHARES TR | $349.89万 | 0.10% | 34,763 | -597 | -1.7% | -$6.01万 | 减仓 |
| UNP | UNION PAC CORP | $334.57万 | 0.09% | 13,356 | 50 | 0.4% | $1.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $319.03万 | 0.09% | 21,978 | -550 | -2.4% | -$7.98万 | 减仓 |
| DVY | ISHARES TR | $307.18万 | 0.09% | 20,151 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $306.99万 | 0.09% | 30,389 | -2 | -0.0% | -$202 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $305.07万 | 0.09% | 9,845 | 195 | 2.0% | $6.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $300.76万 | 0.09% | 9,883 | -250 | -2.5% | -$7.61万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $298.29万 | 0.08% | 9,604 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $297.17万 | 0.08% | 35,559 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $296.73万 | 0.08% | 407,592 | 136,138 | 50.2% | $99.11万 | 加仓 |
| MCD | MCDONALDS CORP | $294.60万 | 0.08% | 9,638 | -1,314 | -12.0% | -$40.16万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $293.80万 | 0.08% | 36,267 | 1,103 | 3.1% | $8.94万 | 加仓 |
| TSLA | TESLA INC | $276.79万 | 0.08% | 7,932 | 201 | 2.6% | $7.01万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $273.81万 | 0.08% | 54,242 | -315 | -0.6% | -$1.59万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $269.36万 | 0.08% | 34,415 | 23 | 0.1% | $1,800 | 加仓 |
| VBR | VANGUARD INDEX FDS | $262.63万 | 0.07% | 11,684 | 131 | 1.1% | $2.94万 | 加仓 |
| IWF | ISHARES TR | $260.47万 | 0.07% | 5,837 | -14 | -0.2% | -$6,247 | 减仓 |
| VTV | VANGUARD INDEX FDS | $257.13万 | 0.07% | 12,773 | -258 | -2.0% | -$5.19万 | 减仓 |
| MGK | VANGUARD WORLD FD | $247.37万 | 0.07% | 6,382 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $241.64万 | 0.07% | 41,922 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $239.33万 | 0.07% | 89,434 | -4,409 | -4.7% | -$11.80万 | 减仓 |