Plante Moran Financial Advisors, LLC
SOUTHFIELD MI · SEC CIK 0001424717
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION COM | $4,548 | 0.00% | 62 | -275 | -81.6% | -$2.02万 | 减仓 |
| CTAS | CINTAS CORP COM | $4,592 | 0.00% | 27 | -213 | -88.8% | -$3.62万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $4,632 | 0.00% | 75 | 75 | — | $4,632 | 新建仓 |
| AN | AUTONATION INC COM | $4,645 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $4,701 | 0.00% | 260 | 10 | 4.0% | $181 | 加仓 |
| — | INVESCO MSCI SUSTAINABLE FUTURE ETF | $4,730 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC COM | $4,766 | 0.00% | 9 | 9 | — | $4,766 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $4,770 | 0.00% | 91 | 91 | — | $4,770 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $4,798 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $4,847 | 0.00% | 64 | 4 | 6.7% | $303 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $4,861 | 0.00% | 135 | -142 | -51.3% | -$5,113 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $4,890 | 0.00% | 73 | 73 | — | $4,890 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $4,906 | 0.00% | 419 | 19 | 4.8% | $222 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $4,919 | 0.00% | 147 | 147 | — | $4,919 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $4,968 | 0.00% | 79 | 6 | 8.2% | $377 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $4,969 | 0.00% | 28 | 28 | — | $4,969 | 新建仓 |
| RUM | RUM GROUP INC COM CL A | $5,047 | 0.00% | 796 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $5,067 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $5,126 | 0.00% | 54 | 54 | — | $5,126 | 新建仓 |
| — | GRANITESHARES PLATINUM TRUST | $5,199 | 0.00% | 348 | 348 | — | $5,199 | 新建仓 |
| TMUS | T-MOBILE US INC COM | $5,200 | 0.00% | 31 | -190 | -86.0% | -$3.19万 | 减仓 |
| CNMD | CONMED CORP COM | $5,237 | 0.00% | 160 | 10 | 6.7% | $327 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $5,264 | 0.00% | 18 | 18 | — | $5,264 | 新建仓 |
| ECL | ECOLAB INC COM | $5,294 | 0.00% | 19 | -456 | -96.0% | -$12.71万 | 重新持有 |
| SPGI | S&P GLOBAL INC COM | $5,294 | 0.00% | 13 | 13 | — | $5,294 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $5,326 | 0.00% | 556 | 556 | — | $5,326 | 新建仓 |
| BHVN | BIOHAVEN LTD COM | $5,387 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $5,520 | 0.00% | 42 | 10 | 31.2% | $1,314 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $5,552 | 0.00% | 38 | 2 | 5.6% | $292 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $5,553 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $5,593 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $5,638 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $5,671 | 0.00% | 60 | 60 | — | $5,671 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $5,707 | 0.00% | 71 | 25 | 54.3% | $2,010 | 加仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $5,934 | 0.00% | 266 | 266 | — | $5,934 | 新建仓 |
| ENTG | ENTEGRIS INC COM | $5,935 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $6,017 | 0.00% | 190 | 103 | 118.4% | $3,262 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $6,039 | 0.00% | 27 | 27 | — | $6,039 | 新建仓 |
| SPTB | STATE STREET SPDR PORTFOLIO TREASURY ETF | $6,072 | 0.00% | 202 | 202 | — | $6,072 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $6,103 | 0.00% | 17 | 17 | — | $6,103 | 新建仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $6,139 | 0.00% | 38 | -148 | -79.6% | -$2.39万 | 重新持有 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $6,140 | 0.00% | 245 | 245 | — | $6,140 | 新建仓 |
| RBA | RB GLOBAL INC COM | $6,172 | 0.00% | 53 | 53 | — | $6,172 | 新建仓 |
| SLB | SLB LIMITED COM STK | $6,230 | 0.00% | 134 | 94 | 235.0% | $4,370 | 加仓 |
| EQIX | EQUINIX INC COM | $6,254 | 0.00% | 6 | 1 | 20.0% | $1,042 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $6,294 | 0.00% | 27 | -567 | -95.5% | -$13.22万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $6,325 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $6,327 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $6,387 | 0.00% | 499 | 499 | — | $6,387 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $6,390 | 0.00% | 271 | 271 | — | $6,390 | 新建仓 |
| SAP | SAP SE SPON ADR | $6,473 | 0.00% | 42 | 25 | 147.1% | $3,853 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $6,494 | 0.00% | 7 | 3 | 75.0% | $2,783 | 加仓 |
| UBS | UBS GROUP AG SHS | $6,542 | 0.00% | 132 | 132 | — | $6,542 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $6,546 | 0.00% | 38 | 38 | — | $6,546 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $6,553 | 0.00% | 109 | 94 | 626.7% | $5,651 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $6,558 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $6,634 | 0.00% | 118 | 118 | — | $6,634 | 新建仓 |
| KKR | KKR & CO INC COM | $6,700 | 0.00% | 73 | -2 | -2.7% | -$184 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $6,731 | 0.00% | 130 | 130 | — | $6,731 | 新建仓 |
| TM | TOYOTA MOTOR CORP ADS | $6,737 | 0.00% | 40 | 40 | — | $6,737 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $6,913 | 0.00% | 108 | -214 | -66.5% | -$1.37万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $6,921 | 0.00% | 72 | 3 | 4.3% | $288 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $7,033 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $7,216 | 0.00% | 32 | -13 | -28.9% | -$2,932 | 减仓 |
| PLD | PROLOGIS INC. COM | $7,315 | 0.00% | 54 | 53 | 5,300.0% | $7,180 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7,418 | 0.00% | 82 | -1,391 | -94.4% | -$12.58万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $7,515 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $7,556 | 0.00% | 52 | 1 | 2.0% | $145 | 加仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $7,563 | 0.00% | 429 | 163 | 61.3% | $2,874 | 加仓 |
| ADC | AGREE RLTY CORP COM | $7,574 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $7,707 | 0.00% | 176 | -24 | -12.0% | -$1,051 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $7,710 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $7,928 | 0.00% | 4 | 4 | — | $7,928 | 新建仓 |
| ENB | ENBRIDGE INC COM | $7,969 | 0.00% | 147 | -972 | -86.9% | -$5.27万 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $7,997 | 0.00% | 90 | 90 | — | $7,997 | 新建仓 |
| CLS | CELESTICA INC COM | $8,026 | 0.00% | 22 | 22 | — | $8,026 | 新建仓 |
| NEOG | NEOGEN CORP COM | $8,127 | 0.00% | 904 | 58 | 6.9% | $521 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $8,258 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $8,355 | 0.00% | 106 | 10 | 10.4% | $788 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $8,441 | 0.00% | 27 | -367 | -93.1% | -$11.47万 | 减仓 |
| EOLS | EVOLUS INC COM | $8,467 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $8,619 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $8,645 | 0.00% | 180 | 180 | — | $8,645 | 新建仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $8,815 | 0.00% | 493 | 493 | — | $8,815 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $8,862 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $8,912 | 0.00% | 47 | 47 | — | $8,912 | 新建仓 |
| RACE | FERRARI N V COM | $8,935 | 0.00% | 24 | 5 | 26.3% | $1,861 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $9,049 | 0.00% | 94 | 21 | 28.8% | $2,022 | 重新持有 |
| VRSN | VERISIGN INC COM | $9,056 | 0.00% | 36 | 1 | 2.9% | $252 | 加仓 |
| GIS | GENERAL MILLS INC COM | $9,396 | 0.00% | 270 | -646 | -70.5% | -$2.25万 | 减仓 |
| OMER | OMEROS CORP COM | $9,510 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $9,527 | 0.00% | 479 | 479 | — | $9,527 | 新建仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $9,589 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9,710 | 0.00% | 29 | 29 | — | $9,710 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $9,714 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $9,888 | 0.00% | 309 | -3,862 | -92.6% | -$12.36万 | 减仓 |
| PCG | PG&E CORP COM | $1.01万 | 0.00% | 600 | -285 | -32.2% | -$4,794 | 减仓 |
| CAVA | CAVA GROUP INC COM | $1.01万 | 0.00% | 129 | 4 | 3.2% | $314 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.01万 | 0.00% | 123 | 47 | 61.8% | $3,873 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $1.02万 | 0.00% | 218 | 218 | — | $1.02万 | 新建仓 |