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 |
|---|---|---|---|---|---|---|---|---|
| HEI | HEICO CORP NEW COM | $1.03万 | 0.00% | 29 | 29 | — | $1.03万 | 新建仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $1.04万 | 0.00% | 61 | 31 | 103.3% | $5,275 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $1.04万 | 0.00% | 206 | -664 | -76.3% | -$3.35万 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.04万 | 0.00% | 125 | 114 | 1,036.4% | $9,498 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $1.05万 | 0.00% | 39 | 29 | 290.0% | $7,797 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.05万 | 0.00% | 80 | -128 | -61.5% | -$1.68万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $1.07万 | 0.00% | 138 | -87 | -38.7% | -$6,746 | 减仓 |
| VTRS | VIATRIS INC COM | $1.08万 | 0.00% | 677 | -445 | -39.7% | -$7,067 | 减仓 |
| QXO | QXO INC COM NEW | $1.11万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE SERVICES ETF | $1.12万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.12万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.14万 | 0.00% | 239 | 239 | — | $1.14万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $1.14万 | 0.00% | 104 | -56 | -35.0% | -$6,147 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.16万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.17万 | 0.00% | 27 | 7 | 35.0% | $3,033 | 加仓 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $1.18万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL BALL METAVERSE ETF | $1.20万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $1.21万 | 0.00% | 179 | 4 | 2.3% | $269 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $1.21万 | 0.00% | 125 | 125 | — | $1.21万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.21万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.21万 | 0.00% | 643 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $1.22万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $1.22万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $1.23万 | 0.00% | 239 | 239 | — | $1.23万 | 新建仓 |
| VPU | VANGUARD UTILITIES ETF | $1.23万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $1.25万 | 0.00% | 215 | 215 | — | $1.25万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.25万 | 0.00% | 158 | 158 | — | $1.25万 | 新建仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $1.25万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $1.26万 | 0.00% | 356 | -156 | -30.5% | -$5,527 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $1.26万 | 0.00% | 995 | 995 | — | $1.26万 | 新建仓 |
| INTU | INTUIT COM | $1.30万 | 0.00% | 50 | -109 | -68.6% | -$2.84万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.31万 | 0.00% | 288 | 288 | — | $1.31万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1.31万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1.31万 | 0.00% | 176 | 6 | 3.5% | $446 | 加仓 |
| — | YATRA ONLINE INC ORD SHS | $1.32万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1.32万 | 0.00% | 146 | 146 | — | $1.32万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1.33万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.35万 | 0.00% | 103 | 3 | 3.0% | $392 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1.35万 | 0.00% | 666 | 666 | — | $1.35万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $1.40万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $1.42万 | 0.00% | 42 | 1 | 2.4% | $338 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $1.42万 | 0.00% | 435 | 435 | — | $1.42万 | 新建仓 |
| PINS | PINTEREST INC CL A | $1.45万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $1.46万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.47万 | 0.00% | 152 | 1 | 0.7% | $97 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.47万 | 0.00% | 94 | 82 | 683.3% | $1.29万 | 加仓 |
| XPO | XPO INC COM | $1.48万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $1.48万 | 0.00% | 198 | 198 | — | $1.48万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $1.49万 | 0.00% | 42 | -6 | -12.5% | -$2,125 | 减仓 |
| OTTR | OTTER TAIL CORP COM | $1.49万 | 0.00% | 165 | 5 | 3.1% | $451 | 加仓 |
| FLEX | FLEX LTD ORD | $1.49万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.50万 | 0.00% | 1,091 | 574 | 111.0% | $7,918 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.51万 | 0.00% | 353 | 313 | 782.5% | $1.34万 | 重新持有 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1.51万 | 0.00% | 164 | 164 | — | $1.51万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.54万 | 0.00% | 201 | 201 | — | $1.54万 | 新建仓 |
| MOG/A | MOOG INC CL A | $1.57万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $1.58万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1.64万 | 0.00% | 302 | -1 | -0.3% | -$54 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.64万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $1.65万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.66万 | 0.00% | 187 | 1 | 0.5% | $89 | 加仓 |
| LIN | LINDE PLC SHS | $1.66万 | 0.00% | 32 | 32 | — | $1.66万 | 新建仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $1.69万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| BBRE | JPMORGAN BETABUILDERS MSCI US REIT ETF | $1.69万 | 0.00% | 158 | 158 | — | $1.69万 | 新建仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.70万 | 0.00% | 302 | 302 | — | $1.70万 | 新建仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.71万 | 0.00% | 354 | 154 | 77.0% | $7,420 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.72万 | 0.00% | 187 | 187 | — | $1.72万 | 新建仓 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $1.73万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE CAP VALUE ETF | $1.74万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $1.75万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.75万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DIVIDEND STRENGTH ETF | $1.75万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| — | VANECK DURABLE HIGH DIVIDEND ETF | $1.76万 | 0.00% | 475 | 475 | — | $1.76万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION COM | $1.79万 | 0.00% | 67 | -65 | -49.2% | -$1.74万 | 减仓 |
| ZTS | ZOETIS INC CL A | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | $1.85万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $1.85万 | 0.00% | 238 | 58 | 32.2% | $4,510 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.87万 | 0.00% | 124 | 124 | — | $1.87万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.94万 | 0.00% | 726 | 194 | 36.5% | $5,172 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $1.94万 | 0.00% | 837 | 837 | — | $1.94万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1.94万 | 0.00% | 1,076 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $2.00万 | 0.00% | 250 | 234 | 1,462.5% | $1.87万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $2.01万 | 0.00% | 45 | -2 | -4.3% | -$892 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $2.03万 | 0.00% | 178 | 103 | 137.3% | $1.17万 | 加仓 |
| RY | ROYAL BK CDA COM | $2.03万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $2.04万 | 0.00% | 207 | 7 | 3.5% | $688 | 加仓 |
| SFL | SFL CORPORATION LTD SHS | $2.04万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $2.10万 | 0.00% | 134 | 21 | 18.6% | $3,286 | 加仓 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $2.12万 | 0.00% | 555 | 4 | 0.7% | $152 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.13万 | 0.00% | 55 | 1 | 1.9% | $387 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $2.15万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $2.15万 | 0.00% | 154 | 9 | 6.2% | $1,258 | 加仓 |
| TRMB | TRIMBLE INC COM | $2.16万 | 0.00% | 422 | 2 | 0.5% | $102 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $2.17万 | 0.00% | 34 | 1 | 3.0% | $639 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $2.20万 | 0.00% | 255 | 52 | 25.6% | $4,477 | 加仓 |
| SNA | SNAP ON INC COM | $2.21万 | 0.00% | 55 | 1 | 1.9% | $402 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $2.23万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE XRP TRUST ETF | $2.25万 | 0.00% | 1,111 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $2.29万 | 0.00% | 93 | -281 | -75.1% | -$6.93万 | 减仓 |