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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC COM | $4.87万 | 0.00% | 271 | 21 | 8.4% | $3,770 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $4.87万 | 0.00% | 1,128 | 1,128 | — | $4.87万 | 新建仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $5.01万 | 0.00% | 2,128 | 2,128 | — | $5.01万 | 新建仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $5.02万 | 0.00% | 2,122 | 2,122 | — | $5.02万 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $5.03万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| — | INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF | $5.03万 | 0.00% | 1,951 | 1,951 | — | $5.03万 | 新建仓 |
| BSMS | INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $5.04万 | 0.00% | 2,149 | 2,149 | — | $5.04万 | 新建仓 |
| BSMT | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $5.04万 | 0.00% | 2,190 | 2,190 | — | $5.04万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $5.04万 | 0.00% | 99 | 15 | 17.9% | $7,642 | 加仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $5.05万 | 0.00% | 2,406 | 2,406 | — | $5.05万 | 新建仓 |
| BSMW | INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF | $5.05万 | 0.00% | 2,009 | 2,009 | — | $5.05万 | 新建仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $5.06万 | 0.00% | 1,465 | 1,465 | — | $5.06万 | 新建仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $5.07万 | 0.00% | 2,311 | 2,311 | — | $5.07万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.08万 | 0.00% | 305 | 5 | 1.7% | $833 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $5.08万 | 0.00% | 650 | 86 | 15.2% | $6,728 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $5.18万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5.21万 | 0.00% | 411 | -381 | -48.1% | -$4.83万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5.23万 | 0.00% | 1,029 | 205 | 24.9% | $1.04万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $5.23万 | 0.00% | 254 | 1 | 0.4% | $206 | 加仓 |
| SBUX | STARBUCKS CORP COM | $5.36万 | 0.00% | 524 | 39 | 8.0% | $3,986 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $5.38万 | 0.00% | 640 | 9 | 1.4% | $757 | 加仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $5.52万 | 0.00% | 900 | 900 | — | $5.52万 | 新建仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $5.59万 | 0.00% | 717 | 717 | — | $5.59万 | 新建仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $5.60万 | 0.00% | 1,280 | 334 | 35.3% | $1.46万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $5.61万 | 0.00% | 996 | 970 | 3,730.8% | $5.47万 | 加仓 |
| MCO | MOODYS CORP COM | $5.66万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $5.68万 | 0.00% | 514 | -23 | -4.3% | -$2,539 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $5.71万 | 0.00% | 200 | 200 | — | $5.71万 | 新建仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $5.74万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $5.81万 | 0.00% | 4,000 | 4,000 | — | $5.81万 | 新建仓 |
| GNTX | GENTEX CORP COM | $5.81万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $5.87万 | 0.00% | 1,014 | -649 | -39.0% | -$3.75万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.88万 | 0.00% | 142 | -73 | -34.0% | -$3.02万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $5.90万 | 0.00% | 547 | 1 | 0.2% | $108 | 加仓 |
| GPC | GENUINE PARTS CO COM | $5.90万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $5.93万 | 0.00% | 1,112 | 1,112 | — | $5.93万 | 新建仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $5.96万 | 0.00% | 1,033 | 495 | 92.0% | $2.85万 | 加仓 |
| NASA | TEMA SPACE INNOVATORS ETF | $6.02万 | 0.00% | 1,980 | 1,980 | — | $6.02万 | 新建仓 |
| — | GLOBAL X MILLENNIAL CONSUMER ETF | $6.06万 | 0.00% | 1,400 | 1,400 | — | $6.06万 | 新建仓 |
| SUI | SUN CMNTYS INC COM | $6.10万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $6.15万 | 0.00% | 757 | -463 | -38.0% | -$3.76万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $6.22万 | 0.00% | 297 | 47 | 18.8% | $9,840 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $6.28万 | 0.00% | 1,178 | 1,178 | — | $6.28万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $6.38万 | 0.00% | 1,990 | 43 | 2.2% | $1,378 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $6.43万 | 0.00% | 2,251 | 2,251 | — | $6.43万 | 新建仓 |
| BLK | BLACKROCK INC COM | $6.44万 | 0.00% | 67 | 11 | 19.6% | $1.06万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.45万 | 0.00% | 1,418 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $6.55万 | 0.00% | 87 | 1 | 1.2% | $753 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $6.56万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $6.58万 | 0.00% | 385 | 385 | — | $6.58万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $6.62万 | 0.00% | 917 | 869 | 1,810.4% | $6.27万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $6.64万 | 0.00% | 642 | 6 | 0.9% | $621 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $6.77万 | 0.00% | 1,263 | -578 | -31.4% | -$3.10万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $6.83万 | 0.00% | 2,783 | -4,263 | -60.5% | -$10.47万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $6.85万 | 0.00% | 635 | 47 | 8.0% | $5,073 | 加仓 |
| PHM | PULTE GROUP INC COM | $6.86万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $6.94万 | 0.00% | 485 | 114 | 30.7% | $1.63万 | 加仓 |
| — | LHA MARKET STATE TACTICAL BETA ETF | $6.95万 | 0.00% | 1,622 | 1,622 | — | $6.95万 | 新建仓 |
| CME | CME GROUP INC COM | $7.00万 | 0.00% | 317 | -35 | -9.9% | -$7,729 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $7.02万 | 0.00% | 747 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $7.05万 | 0.00% | 520 | -1,039 | -66.6% | -$14.09万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $7.08万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $7.16万 | 0.00% | 1,156 | 313 | 37.1% | $1.94万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $7.21万 | 0.00% | 167 | 68 | 68.7% | $2.93万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $7.21万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $7.33万 | 0.00% | 329 | 7 | 2.2% | $1,560 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $7.34万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $7.37万 | 0.00% | 115 | 115 | — | $7.37万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $7.39万 | 0.00% | 186 | 46 | 32.9% | $1.83万 | 加仓 |
| CMI | CUMMINS INC COM | $7.42万 | 0.00% | 104 | 4 | 4.0% | $2,853 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $7.48万 | 0.00% | 2,478 | 2,478 | — | $7.48万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $7.51万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $7.61万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $7.62万 | 0.00% | 813 | 9 | 1.1% | $843 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $7.64万 | 0.00% | 1,497 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.81万 | 0.00% | 729 | -779 | -51.7% | -$8.35万 | 减仓 |
| FDX | FEDEX CORP COM | $7.83万 | 0.00% | 250 | -65 | -20.6% | -$2.04万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $7.87万 | 0.00% | 1,559 | 1,559 | — | $7.87万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $7.92万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $8.02万 | 0.00% | 3,872 | 576 | 17.5% | $1.19万 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $8.05万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $8.12万 | 0.00% | 916 | 2 | 0.2% | $177 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $8.20万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $8.36万 | 0.00% | 912 | -72 | -7.3% | -$6,602 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8.43万 | 0.00% | 1,149 | -4,441 | -79.4% | -$32.59万 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $8.46万 | 0.00% | 298 | 210 | 238.6% | $5.96万 | 加仓 |
| RAAX | VANECK REAL ASSETS ETF | $8.47万 | 0.00% | 2,135 | 2,035 | 2,035.0% | $8.07万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $8.49万 | 0.00% | 171 | 2 | 1.2% | $993 | 加仓 |
| BA | BOEING CO COM | $8.52万 | 0.00% | 394 | -371 | -48.5% | -$8.03万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $8.55万 | 0.00% | 677 | 308 | 83.5% | $3.89万 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $8.62万 | 0.00% | 2,172 | 1,848 | 570.4% | $7.33万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $8.73万 | 0.00% | 812 | 6 | 0.7% | $645 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $8.82万 | 0.00% | 786 | 218 | 38.4% | $2.45万 | 加仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $8.94万 | 0.00% | 944 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $9.04万 | 0.00% | 9,218 | 0 | 0.0% | — | 不变 |
| HEDG | EQUABLE SHARES HEDGED EQUITY ETF | $9.05万 | 0.00% | 3,018 | 3,018 | — | $9.05万 | 新建仓 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $9.07万 | 0.00% | 1,018 | 1,018 | — | $9.07万 | 新建仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $9.12万 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $9.14万 | 0.00% | 456 | 11 | 2.5% | $2,205 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $9.17万 | 0.00% | 180 | 1 | 0.6% | $509 | 加仓 |