Plante Moran Financial Advisors, LLC
SOUTHFIELD MI · SEC CIK 0001424717
$15.46亿2026Q1 申报市值
717持仓数
90.2%前十大占比 · 第一大 56.4%
70 / 97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
VOO 加仓+$3,133.67万
VXF 加仓+$1,362.40万
VEA 加仓+$145.84万
BMOP 新建仓+$131.22万
SPY 加仓+$96.58万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$597.31万
AMZN 减仓-$202.43万
IAU 减仓-$185.83万
SYK 减仓-$158.31万
AAPL 减仓-$155.42万
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 |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC COM | $0 | 0.00% | 0 | -3,012 | -100.0% | -$26.18万 | 清仓 |
| J | JACOBS SOLUTIONS INC COM | $0 | 0.00% | 0 | -1,876 | -100.0% | -$24.85万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECL | ECOLAB INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLKN | MILLERKNOLL INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PWR | QUANTA SVCS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNR | SPDR S&P GLOBAL NATURAL RESOURCES ETF | $0 | 0.00% | 0 | -1,087 | -100.0% | -$6.75万 | 清仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $0 | 0.00% | 0 | -1,569 | -100.0% | -$5.74万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -300 | -100.0% | -$5.09万 | 清仓 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $0 | 0.00% | 0 | -1,046 | -100.0% | -$4.80万 | 清仓 |
| FISV | FISERV INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBNC | FIRST BANCORP N C COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FMAY | FT VEST U.S. EQUITY BUFFER FUND - MAY | $0 | 0.00% | 0 | -673 | -100.0% | -$3.60万 | 清仓 |
| IDXX | IDEXX LABS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BCPC | BALCHEM CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMT | AMERICAN TOWER CORP NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| THG | HANOVER INS GROUP INC COM | $0 | 0.00% | 0 | -144 | -100.0% | -$2.63万 | 清仓 |
| IBCP | INDEPENDENT BK CORP MICH COM NEW | $0 | 0.00% | 0 | -788 | -100.0% | -$2.56万 | 清仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $0 | 0.00% | 0 | -1,330 | -100.0% | -$2.50万 | 清仓 |
| SNEX | STONEX GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $0 | 0.00% | 0 | -780 | -100.0% | -$2.41万 | 清仓 |
| RDNT | RADNET INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABSI | ABSCI CORPORATION COM | $0 | 0.00% | 0 | -6,230 | -100.0% | -$2.17万 | 清仓 |
| AGQ | PROSHARES ULTRA SILVER | $0 | 0.00% | 0 | -136 | -100.0% | -$2.12万 | 清仓 |
| DGRS | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -423 | -100.0% | -$2.10万 | 清仓 |
| FDS | FACTSET RESH SYS INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$2.03万 | 清仓 |
| LAUR | LAUREATE EDUCATION INC COMMON STOCK | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CINF | CINCINNATI FINL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SILA REALTY TRUST INC COMMON STOCK | $0 | 0.00% | 0 | -755 | -100.0% | -$1.76万 | 清仓 |
| — | ARCOSA INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -220 | -100.0% | -$1.69万 | 清仓 |
| IBMQ | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -649 | -100.0% | -$1.66万 | 清仓 |
| IBMP | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -648 | -100.0% | -$1.65万 | 清仓 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $0 | 0.00% | 0 | -640 | -100.0% | -$1.64万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GME | GAMESTOP CORP NEW CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVALONBAY CMNTYS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -197 | -100.0% | -$1.53万 | 清仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $0 | 0.00% | 0 | -315 | -100.0% | -$1.52万 | 清仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $0 | 0.00% | 0 | -89 | -100.0% | -$1.49万 | 清仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 2027 COM | $0 | 0.00% | 0 | -1,060 | -100.0% | -$1.49万 | 清仓 |
| SPNT | SIRIUSPOINT LTD COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTS | VITESSE ENERGY INC COMMON STOCK | $0 | 0.00% | 0 | -715 | -100.0% | -$1.38万 | 清仓 |
| MET | METLIFE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $0 | 0.00% | 0 | -273 | -100.0% | -$1.37万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSL | GLOBAL SHIP LEASE INC NEW COM CL A | $0 | 0.00% | 0 | -375 | -100.0% | -$1.31万 | 清仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $0 | 0.00% | 0 | -198 | -100.0% | -$1.30万 | 清仓 |
| KGC | KINROSS GOLD CORP COM | $0 | 0.00% | 0 | -450 | -100.0% | -$1.27万 | 清仓 |
| LZ | LEGALZOOM COM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATEN | A10 NETWORKS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $0 | 0.00% | 0 | -335 | -100.0% | -$1.16万 | 清仓 |
| BXMT | BLACKSTONE MTG TR INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $0 | 0.00% | 0 | -510 | -100.0% | -$1.14万 | 清仓 |
| BP | BP PLC SPONSORED ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVCO | CAVCO INDS INC DEL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $0 | 0.00% | 0 | -96 | -100.0% | -$1.12万 | 清仓 |
| GRBK | GREEN BRICK PARTNERS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRP | NATURAL RESOURCE PARTNERS L P COM UNIT LTD PAR | $0 | 0.00% | 0 | -100 | -100.0% | -$1.04万 | 清仓 |
| NIO | NIO INC SPON ADS | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1.02万 | 清仓 |
| FICO | FAIR ISAAC CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$9,951 | 清仓 |
| ADUS | ADDUS HOMECARE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLOW | DOUGLAS DYNAMICS INC COM | $0 | 0.00% | 0 | -295 | -100.0% | -$9,632 | 清仓 |
| PSMT | PRICESMART INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALEXANDER & BALDWIN INC NEW COM | $0 | 0.00% | 0 | -435 | -100.0% | -$8,978 | 清仓 |
| IIIV | I3 VERTICALS INC COM CL A | $0 | 0.00% | 0 | -355 | -100.0% | -$8,942 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -118 | -100.0% | -$8,649 | 清仓 |
| — | BOEING CO DEP CONV PFD A | $0 | 0.00% | 0 | -125 | -100.0% | -$8,633 | 清仓 |
| TREE | LENDINGTREE INC NEW COM | $0 | 0.00% | 0 | -160 | -100.0% | -$8,494 | 清仓 |
| LQDT | LIQUIDITY SVCS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APAM | ARTISAN PARTNERS ASSET MGMT IN CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -357 | -100.0% | -$8,220 | 清仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $0 | 0.00% | 0 | -1,450 | -100.0% | -$8,120 | 清仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $0 | 0.00% | 0 | -208 | -100.0% | -$7,939 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALG | ALAMO GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $0 | 0.00% | 0 | -37 | -100.0% | -$7,641 | 清仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $0 | 0.00% | 0 | -720 | -100.0% | -$7,574 | 清仓 |
| CSW | CSW INDUSTRIALS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDW | TIDEWATER INC NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLMN | HILLMAN SOLUTIONS CORP COM | $0 | 0.00% | 0 | -840 | -100.0% | -$7,274 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -86 | -100.0% | -$7,203 | 清仓 |
| — | VANECK INTERNATIONAL HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -324 | -100.0% | -$7,128 | 清仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXC | BLUELINX HLDGS INC COM NEW | $0 | 0.00% | 0 | -115 | -100.0% | -$7,064 | 清仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -172 | -100.0% | -$6,940 | 清仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$6,841 | 清仓 |
| BV | BRIGHTVIEW HLDGS INC COM | $0 | 0.00% | 0 | -530 | -100.0% | -$6,715 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOO | MADDEN STEVEN LTD COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDXG | MIMEDX GROUP INC COM | $0 | 0.00% | 0 | -935 | -100.0% | -$6,330 | 清仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$6,080 | 清仓 |