Plancorp, LLC 13F 持仓 · 2026年Q2
Plancorp 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 425 只证券，申报市值合计 40.98 亿美元。前几大持仓：VTI（10.78%）、DFAL（8.92%）、DFUS（8.85%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $441.8M | 10.78% | 1.2M | 增持 |
| 2 | DFAL | DIMENSIONAL ETF TRUST | $365.7M | 8.92% | 7.3M | 新建仓 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $362.5M | 8.85% | 4.4M | 减持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $349.9M | 8.54% | 7.9M | 减持 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $208.3M | 5.08% | 3.8M | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $191.5M | 4.67% | 1.5M | 增持 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $178.4M | 4.35% | 3.2M | 减持 |
| 8 | LRGF | ISHARES TR | $158.7M | 3.87% | 2.1M | 增持 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $145.5M | 3.55% | 3.9M | 增持 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $141.5M | 3.45% | 3.9M | 减持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $100.6M | 2.46% | 1.2M | 减持 |
| 12 | AVDE | AMERICAN CENTY ETF TR | $77.0M | 1.88% | 862,580 | 减持 |
| 13 | AVUS | AMERICAN CENTY ETF TR | $67.4M | 1.65% | 527,558 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $54.8M | 1.34% | 79,660 | 增持 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $52.8M | 1.29% | 758,035 | 减持 |
| 16 | DFEM | DIMENSIONAL ETF TRUST | $46.0M | 1.12% | 1.2M | 增持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $45.0M | 1.10% | 868,094 | 增持 |
| 18 | EMR | EMERSON ELEC CO | $36.8M | 0.90% | 271,642 | 减持 |
| 19 | AAPL | APPLE INC | $36.1M | 0.88% | 113,711 | 减持 |
| 20 | SCZ | ISHARES TR | $32.6M | 0.79% | 394,801 | 减持 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $31.7M | 0.77% | 768,347 | 增持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $27.2M | 0.66% | 390,029 | 增持 |
| 23 | ITOT | ISHARES TR | $25.6M | 0.62% | 155,944 | 减持 |
| 24 | CORO | BLACKROCK ETF TRUST | $25.1M | 0.61% | 705,853 | 新建仓 |
| 25 | IVW | ISHARES TR | $21.1M | 0.51% | 154,385 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR