13F 机构持仓

Plante Moran Financial Advisors, LLC

SOUTHFIELD MI · SEC CIK 0001424717

2026Q22026Q1 更早 9 个季度 🔒
$21.50亿2026Q2 申报市值
1,589持仓数
90.9%前十大占比 · 第一大 47.2%
872 / 68新建仓 / 清仓
申报市值走势$21.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 47.2%
VXF 11.5%
IWP 9.0%
VEA 7.8%
AVUV 6.5%
VV 4.3%
VBR 1.3%
MUB 1.2%
SPY 1.0%
SCHM 1.0%

2026Q2 买入最多 按季末市值估算

IWP 加仓+$1.94亿
AVUV 加仓+$1.40亿
VXF 加仓+$4,236.21万
VOO 加仓+$1,276.23万
VEA 加仓+$416.66万

2026Q2 卖出最多 按季末市值估算

VV 减仓-$544.44万
VBR 减仓-$358.24万
EXXON MOBIL CORP 清仓-$162.21万
SCHM 减仓-$144.38万
BMOP 清仓-$131.22万

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
PTGX PROTAGONIST THERAPEUTICS INC COM $1,8390.00%15 15— $1,839 新建仓
EXTR EXTREME NETWORKS INC COM $1,8450.00%57 57— $1,845 新建仓
KMX CARMAX INC COM $1,8510.00%35 35— $1,851 新建仓
ESI ELEMENT SOLUTIONS INC COM $1,8620.00%39 39— $1,862 新建仓
MXL MAXLINEAR INC COM $1,9200.00%15 15— $1,920 新建仓
MUR MURPHY OIL CORP COM $1,9210.00%59 00.0% — 不变
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $1,9290.00%77 77— $1,929 新建仓
GTES GATES INDL CORP LTD COM SHS $1,9300.00%69 69— $1,930 新建仓
FULT FULTON FINL CORP PA COM $1,9350.00%80 80— $1,935 新建仓
MAC MACERICH CO COM $1,9400.00%77 77— $1,940 新建仓
STM STMICROELECTRONICS N V NY REGISTRY $1,9470.00%26 26— $1,947 新建仓
RMD RESMED INC COM $1,9490.00%10 10— $1,949 新建仓
ETSY ETSY INC COM $1,9590.00%26 21420.0% $1,582 加仓
FER FERROVIAL NV ORD SHS $1,9900.00%29 29— $1,990 新建仓
MYRG MYR GROUP INC COM $2,0020.00%4 4— $2,002 新建仓
MTCH MATCH GROUP INC NEW COM $2,0550.00%54 54— $2,055 新建仓
EQNR EQUINOR ASA SPONSORED ADR $2,1040.00%67 67— $2,104 新建仓
PLXS PLEXUS CORP COM $2,1050.00%7 7— $2,105 新建仓
FE FIRSTENERGY CORP COM $2,1390.00%45 37.1% $143 加仓
ALKS ALKERMES PLC SHS $2,1480.00%41 41— $2,148 新建仓
AEBI AEBI SCHMIDT HLDG AG COM $2,1590.00%172 00.0% — 不变
HOOD ROBINHOOD MKTS INC COM CL A $2,2060.00%22 22— $2,206 新建仓
TNL TRAVEL PLUS LEISURE CO COM $2,2160.00%29 00.0% — 不变
KRYS KRYSTAL BIOTECH INC COM $2,2300.00%6 6— $2,230 新建仓
BAX BAXTER INTL INC COM $2,2600.00%106 1111.6% $235 加仓
PAYC PAYCOM SOFTWARE INC COM $2,2620.00%18 18— $2,262 新建仓
BDX BECTON DICKINSON & CO COM $2,2700.00%15 215.4% $303 加仓
DHI D R HORTON INC COM $2,2800.00%14 216.7% $326 加仓
GATX GATX CORP COM $2,3030.00%13 00.0% — 不变
EWC ISHARES MSCI CANADA ETF $2,3060.00%40 40— $2,306 新建仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF $2,3140.00%15 15— $2,314 新建仓
BKNG BOOKING HOLDINGS INC COM $2,3170.00%13 -14-51.9% -$2,495 重新持有
CSGP COSTAR GROUP INC COM $2,3220.00%82 82— $2,322 新建仓
VSAT VIASAT INC COM $2,3350.00%26 26— $2,335 新建仓
AGX ARGAN INC COM $2,3960.00%3 3— $2,396 新建仓
AWI ARMSTRONG WORLD INDS INC NEW COM $2,4060.00%15 15— $2,406 新建仓
LW LAMB WESTON HLDGS INC COM $2,4180.00%56 35166.7% $1,511 加仓
TIPX STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF $2,4230.00%128 128— $2,423 新建仓
MAS MASCO CORP COM $2,4410.00%30 625.0% $488 加仓
WH WYNDHAM HOTELS & RESORTS INC COM $2,4420.00%29 00.0% — 不变
ESE ESCO TECHNOLOGIES INC COM $2,4500.00%7 7— $2,450 新建仓
IX ORIX CORP SPONSORED ADR $2,4730.00%65 65— $2,473 新建仓
ABAT AMERICAN BATTERY TECHNOLOGY COM NEW $2,4760.00%875 00.0% — 不变
FRPT FRESHPET INC COM $2,4830.00%42 42— $2,483 新建仓
NBIS NEBIUS GROUP N.V. SHS CLASS A $2,4860.00%9 9— $2,486 新建仓
EME EMCOR GROUP INC COM $2,4900.00%3 00.0% — 不变
FORM FORMFACTOR INC COM $2,5590.00%16 16— $2,559 新建仓
FSS FEDERAL SIGNAL CORP COM $2,5700.00%20 20— $2,570 新建仓
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR $2,5890.00%134 86.3% $155 加仓
OLN OLIN CORP COM PAR $1 $2,6050.00%131 119.2% $219 加仓
FANG DIAMONDBACK ENERGY INC COM $2,6370.00%15 -1,061-98.6% -$18.65万 减仓
KNSL KINSALE CAP GROUP INC COM $2,6380.00%8 8— $2,638 新建仓
ARE ALEXANDRIA REAL ESTATE EQ INC COM $2,6430.00%50 00.0% — 不变
ECG EVERUS CONSTR GROUP COM $2,6550.00%16 16— $2,655 新建仓
PFGC PERFORMANCE FOOD GROUP CO COM $2,6830.00%24 00.0% — 不变
MOH MOLINA HEALTHCARE INC COM $2,7440.00%12 12— $2,744 新建仓
XYZ BLOCK INC CL A $2,8880.00%38 38— $2,888 新建仓
BWXT BWX TECHNOLOGIES INC COM $2,9200.00%15 00.0% — 不变
TAN INVESCO SOLAR ETF $2,9580.00%50 00.0% — 不变
PNR PENTAIR PLC SHS $2,9900.00%39 39— $2,990 新建仓
AYI ACUITY INC COM $3,0130.00%8 00.0% — 不变
SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF $3,0170.00%104 104— $3,017 新建仓
CW CURTISS WRIGHT CORP COM $3,0310.00%4 00.0% — 不变
RXO RXO INC COMMON STOCK $3,0350.00%110 3852.8% $1,048 加仓
ROL ROLLINS INC COM $3,0470.00%73 73— $3,047 新建仓
DB DEUTSCHE BK AG NAMEN AKT $3,0720.00%91 91— $3,072 新建仓
CBRE CBRE GROUP INC CL A $3,0980.00%23 14.5% $135 加仓
AUB ATLANTIC UN BANKSHARES CORP COM $3,1730.00%75 75— $3,173 新建仓
COIN COINBASE GLOBAL INC COM CL A $3,2160.00%22 14.8% $146 加仓
WSO WATSCO INC COM $3,3340.00%8 8— $3,334 新建仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $3,3520.00%575 575— $3,352 新建仓
CBU COMMUNITY FINANCIAL SYSTEM INC COM $3,3560.00%50 50— $3,356 新建仓
TDC TERADATA CORP DEL COM $3,3610.00%97 3556.5% $1,213 加仓
— AVALONBAY CMNTYS INC COM $3,3960.00%18 -69-79.3% -$1.30万 重新持有
QBTS D-WAVE QUANTUM INC COM $3,4550.00%144 00.0% — 不变
FFIN FIRST FINL BANKSHARES INC COM $3,4600.00%100 00.0% — 不变
SYF SYNCHRONY FINANCIAL COM $3,4980.00%46 717.9% $532 加仓
GPRE GREEN PLAINS INC COM $3,5220.00%229 00.0% — 不变
ENSG ENSIGN GROUP INC COM $3,5270.00%22 22— $3,527 新建仓
RLI RLI CORP COM $3,5530.00%60 00.0% — 不变
LOPE GRAND CANYON ED INC COM $3,5780.00%25 25— $3,578 新建仓
FICO FAIR ISAAC CORP COM $3,5840.00%3 -3-50.0% -$3,584 重新持有
CPER UNITED STATES COPPER INDEX FUND $3,5840.00%95 95— $3,584 新建仓
GXO GXO LOGISTICS INCORPORATED COMMON STOCK $3,6500.00%72 00.0% — 不变
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF $3,7570.00%41 -1,388-97.1% -$12.72万 重新持有
FIVE FIVE BELOW INC COM $3,7760.00%21 21— $3,776 新建仓
BCS BARCLAYS PLC ADR $3,8680.00%144 144— $3,868 新建仓
ING ING GROEP N.V. SPONSORED ADR $3,8910.00%124 124— $3,891 新建仓
CHW CALAMOS GBL DYN INCOME FUND COM $3,9010.00%438 438— $3,901 新建仓
TRV TRAVELERS COMPANIES INC COM $3,9610.00%12 -85-87.6% -$2.81万 减仓
ACHR ARCHER AVIATION INC COM CL A $3,9970.00%845 00.0% — 不变
HAL HALLIBURTON CO COM $4,0400.00%119 1514.4% $509 加仓
KAI KADANT INC COM $4,0850.00%13 13— $4,085 新建仓
BIIB BIOGEN INC COM $4,1050.00%19 211.8% $432 加仓
SF STIFEL FINL CORP COM $4,1860.00%60 611.1% $419 加仓
IDXX IDEXX LABS INC COM $4,2120.00%8 -42-84.0% -$2.21万 重新持有
FAF FIRST AMERN FINL CORP COM $4,3900.00%64 64— $4,390 新建仓
PRVA PRIVIA HEALTH GROUP INC COM $4,4510.00%173 173— $4,451 新建仓
SHW SHERWIN WILLIAMS CO COM $4,4760.00%13 18.3% $344 加仓
ED CONSOLIDATED EDISON INC COM $4,5360.00%41 513.9% $553 加仓