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 |
|---|---|---|---|---|---|---|---|---|
| TMC | TMC THE METALS COMPANY INC COM | $2.30万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $2.31万 | 0.00% | 202 | 2 | 1.0% | $228 | 加仓 |
| ALLY | ALLY FINL INC COM | $2.31万 | 0.00% | 502 | 5 | 1.0% | $230 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC COM NEW | $2.31万 | 0.00% | 5,925 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC CL A | $2.37万 | 0.00% | 325 | 9 | 2.8% | $657 | 加仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $2.37万 | 0.00% | 214 | 214 | — | $2.37万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $2.40万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.40万 | 0.00% | 142 | -299 | -67.8% | -$5.05万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2.40万 | 0.00% | 254 | 107 | 72.8% | $1.01万 | 重新持有 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $2.41万 | 0.00% | 244 | 244 | — | $2.41万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC COM | $2.42万 | 0.00% | 134 | -206 | -60.6% | -$3.73万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $2.43万 | 0.00% | 83 | 1 | 1.2% | $293 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $2.44万 | 0.00% | 3,171 | 208 | 7.0% | $1,597 | 加仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $2.44万 | 0.00% | 237 | 237 | — | $2.44万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $2.46万 | 0.00% | 295 | 295 | — | $2.46万 | 新建仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.46万 | 0.00% | 464 | -603 | -56.5% | -$3.20万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $2.50万 | 0.00% | 218 | 2 | 0.9% | $230 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $2.52万 | 0.00% | 1,890 | 1,890 | — | $2.52万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.53万 | 0.00% | 191 | 3 | 1.6% | $398 | 加仓 |
| AZO | AUTOZONE INC COM | $2.56万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2.58万 | 0.00% | 378 | -112 | -22.9% | -$7,649 | 减仓 |
| NUE | NUCOR CORP COM | $2.61万 | 0.00% | 117 | 2 | 1.7% | $446 | 加仓 |
| UNM | UNUM GROUP COM | $2.66万 | 0.00% | 298 | 75 | 33.6% | $6,696 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.66万 | 0.00% | 279 | 129 | 86.0% | $1.23万 | 加仓 |
| — | REX DRONE ETF | $2.66万 | 0.00% | 1,183 | 1,183 | — | $2.66万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $2.69万 | 0.00% | 374 | -31 | -7.7% | -$2,233 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.70万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW COM | $2.70万 | 0.00% | 503 | 503 | — | $2.70万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.72万 | 0.00% | 55 | 55 | — | $2.72万 | 新建仓 |
| SNDK | SANDISK CORP COM | $2.73万 | 0.00% | 12 | 1 | 9.1% | $2,274 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $2.75万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $2.81万 | 0.00% | 528 | 528 | — | $2.81万 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $2.83万 | 0.00% | 1,271 | 38 | 3.1% | $846 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $2.84万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.84万 | 0.00% | 255 | 58 | 29.4% | $6,456 | 加仓 |
| CDW | CDW CORP COM | $2.84万 | 0.00% | 202 | 2 | 1.0% | $281 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $2.86万 | 0.00% | 134 | 2 | 1.5% | $426 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $2.90万 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $2.96万 | 0.00% | 87 | -10 | -10.3% | -$3,407 | 减仓 |
| CPRT | COPART INC COM | $2.97万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $2.98万 | 0.00% | 309 | -25 | -7.5% | -$2,412 | 减仓 |
| DCH | DAUCH CORP COM | $3.01万 | 0.00% | 5,554 | 104 | 1.9% | $564 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3.11万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC COM | $3.12万 | 0.00% | 1,534 | 66 | 4.5% | $1,344 | 加仓 |
| — | PROSHARES ULTRA FINANCIALS | $3.18万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $3.23万 | 0.00% | 148 | 6 | 4.2% | $1,311 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3.24万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $3.29万 | 0.00% | 282 | 126 | 80.8% | $1.47万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3.30万 | 0.00% | 113 | 1 | 0.9% | $292 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $3.31万 | 0.00% | 371 | 371 | — | $3.31万 | 新建仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $3.31万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $3.33万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $3.37万 | 0.00% | 354 | 135 | 61.6% | $1.28万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $3.45万 | 0.00% | 1,610 | 0 | 0.0% | — | 不变 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $3.46万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| NX | QUANEX BLDG PRODS CORP COM | $3.46万 | 0.00% | 1,861 | 20 | 1.1% | $372 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $3.48万 | 0.00% | 800 | 800 | — | $3.48万 | 新建仓 |
| SYY | SYSCO CORP COM | $3.50万 | 0.00% | 419 | 69 | 19.7% | $5,767 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $3.52万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $3.52万 | 0.00% | 735 | 320 | 77.1% | $1.53万 | 加仓 |
| WEX | WEX INC COM | $3.54万 | 0.00% | 251 | 1 | 0.4% | $141 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $3.57万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $3.60万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $3.64万 | 0.00% | 1,284 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $3.66万 | 0.00% | 380 | -365 | -49.0% | -$3.52万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3.70万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $3.71万 | 0.00% | 615 | -152 | -19.8% | -$9,177 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.76万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $3.78万 | 0.00% | 920 | 245 | 36.3% | $1.01万 | 加仓 |
| CI | THE CIGNA GROUP COM | $3.80万 | 0.00% | 138 | -38 | -21.6% | -$1.05万 | 减仓 |
| HBNC | HORIZON BANCORP IND COM | $3.89万 | 0.00% | 1,949 | 0 | 0.0% | — | 不变 |
| EUV | CORGI LITHOGRAPHY & SEMICONDUCTOR PHOTONICS ETF | $3.93万 | 0.00% | 1,230 | 1,230 | — | $3.93万 | 新建仓 |
| NOW | SERVICENOW INC COM | $4.03万 | 0.00% | 406 | 231 | 132.0% | $2.29万 | 加仓 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $4.07万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC COM | $4.09万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $4.09万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $4.09万 | 0.00% | 139 | 1 | 0.7% | $294 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.13万 | 0.00% | 2,839 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $4.16万 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $4.21万 | 0.00% | 537 | 1 | 0.2% | $78 | 加仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $4.21万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.21万 | 0.00% | 995 | -427 | -30.0% | -$1.81万 | 减仓 |
| MMM | 3M CO COM | $4.23万 | 0.00% | 261 | -25 | -8.7% | -$4,048 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4.25万 | 0.00% | 135 | -51 | -27.4% | -$1.61万 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $4.32万 | 0.00% | 547 | 1 | 0.2% | $79 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $4.34万 | 0.00% | 448 | 448 | — | $4.34万 | 新建仓 |
| XEL | XCEL ENERGY INC COM | $4.42万 | 0.00% | 550 | 280 | 103.7% | $2.25万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.43万 | 0.00% | 356 | 1 | 0.3% | $124 | 加仓 |
| MSCI | MSCI INC COM | $4.48万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | $4.49万 | 0.00% | 900 | 900 | — | $4.49万 | 新建仓 |
| AEE | AMEREN CORP COM | $4.53万 | 0.00% | 401 | 1 | 0.2% | $113 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.56万 | 0.00% | 446 | -454 | -50.4% | -$4.65万 | 重新持有 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $4.57万 | 0.00% | 286 | 286 | — | $4.57万 | 新建仓 |
| DOW | DOW HLDGS INC COM | $4.60万 | 0.00% | 1,682 | -10 | -0.6% | -$274 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.63万 | 0.00% | 397 | 60 | 17.8% | $7,000 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $4.65万 | 0.00% | 923 | 923 | — | $4.65万 | 新建仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $4.70万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $4.73万 | 0.00% | 534 | 51 | 10.6% | $4,516 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $4.76万 | 0.00% | 510 | 510 | — | $4.76万 | 新建仓 |
| TSME | THRIVENT SMALL-MID CAP EQUITY ETF | $4.78万 | 0.00% | 912 | 912 | — | $4.78万 | 新建仓 |