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 |
|---|---|---|---|---|---|---|---|---|
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $9.20万 | 0.00% | 1,912 | 1,683 | 734.9% | $8.10万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9.32万 | 0.00% | 1,533 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $9.32万 | 0.00% | 529 | 11 | 2.1% | $1,938 | 加仓 |
| GL | GLOBE LIFE INC COM | $9.46万 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $9.51万 | 0.00% | 464 | -14 | -2.9% | -$2,870 | 减仓 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $9.54万 | 0.00% | 1,114 | 1,114 | — | $9.54万 | 新建仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $9.69万 | 0.00% | 1,500 | 1,500 | — | $9.69万 | 新建仓 |
| BX | BLACKSTONE INC COM | $9.72万 | 0.00% | 826 | 61 | 8.0% | $7,178 | 加仓 |
| DRAM | ROUNDHILL MEMORY ETF | $9.80万 | 0.00% | 1,327 | 1,327 | — | $9.80万 | 新建仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $9.99万 | 0.00% | 750 | 750 | — | $9.99万 | 新建仓 |
| CTVA | CORTEVA INC COM | $10.04万 | 0.00% | 1,185 | -13 | -1.1% | -$1,101 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $10.10万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $10.15万 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $10.18万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $10.18万 | 0.00% | 410 | 391 | 2,057.9% | $9.71万 | 重新持有 |
| CNEQ | ALGER CONCENTRATED EQUITY ETF | $10.19万 | 0.00% | 2,470 | 2,470 | — | $10.19万 | 新建仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $10.25万 | 0.00% | 2,110 | 2,110 | — | $10.25万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $10.26万 | 0.00% | 431 | -890 | -67.4% | -$21.18万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $10.39万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.65万 | 0.00% | 1,848 | 5 | 0.3% | $288 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $10.89万 | 0.01% | 2,397 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $11.03万 | 0.01% | 686 | 1 | 0.1% | $161 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $11.22万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE QUANTUM COMPUTING FUND | $11.23万 | 0.01% | 2,970 | 2,970 | — | $11.23万 | 新建仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $11.24万 | 0.01% | 591 | 99 | 20.1% | $1.88万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $11.45万 | 0.01% | 327 | 2 | 0.6% | $700 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $11.58万 | 0.01% | 8,722 | 922 | 11.8% | $1.22万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $11.62万 | 0.01% | 400 | 360 | 900.0% | $10.46万 | 加仓 |
| — | STELLAR BANCORP INC COM | $11.74万 | 0.01% | 2,985 | 15 | 0.5% | $590 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $11.76万 | 0.01% | 1,030 | 470 | 83.9% | $5.37万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $11.84万 | 0.01% | 463 | 4 | 0.9% | $1,023 | 加仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $11.89万 | 0.01% | 1,572 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $11.93万 | 0.01% | 441 | -119 | -21.2% | -$3.22万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $11.93万 | 0.01% | 1,999 | 127 | 6.8% | $7,581 | 加仓 |
| AFL | AFLAC INC COM | $12.08万 | 0.01% | 1,030 | 176 | 20.6% | $2.06万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $12.25万 | 0.01% | 554 | 554 | — | $12.25万 | 新建仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $12.36万 | 0.01% | 2,445 | 2,445 | — | $12.36万 | 新建仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $12.39万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $12.40万 | 0.01% | 554 | -307 | -35.7% | -$6.87万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $12.60万 | 0.01% | 1,224 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $12.63万 | 0.01% | 485 | 4 | 0.8% | $1,042 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $12.75万 | 0.01% | 781 | 2 | 0.3% | $327 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $12.88万 | 0.01% | 127 | -99 | -43.8% | -$10.04万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $12.92万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $13.00万 | 0.01% | 1,569 | 1,115 | 245.6% | $9.24万 | 加仓 |
| HUBB | HUBBELL INC COM | $13.34万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $13.37万 | 0.01% | 460 | 1 | 0.2% | $291 | 加仓 |
| ODC | OIL DRI CORP AMER COM | $13.37万 | 0.01% | 1,308 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $13.41万 | 0.01% | 3,238 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $13.49万 | 0.01% | 269 | -168 | -38.4% | -$8.42万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $14.18万 | 0.01% | 253 | 13 | 5.4% | $7,288 | 加仓 |
| COP | CONOCOPHILLIPS COM | $14.42万 | 0.01% | 1,387 | 4 | 0.3% | $416 | 加仓 |
| SLV | ISHARES SILVER TRUST | $14.47万 | 0.01% | 2,707 | -103 | -3.7% | -$5,507 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $14.50万 | 0.01% | 1,250 | 1,250 | — | $14.50万 | 新建仓 |
| GM | GENERAL MTRS CO COM | $14.55万 | 0.01% | 1,888 | 7 | 0.4% | $540 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $14.58万 | 0.01% | 7,266 | -51 | -0.7% | -$1,023 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $14.66万 | 0.01% | 1,250 | -990 | -44.2% | -$11.61万 | 减仓 |
| NBTB | NBT BANCORP INC COM | $14.77万 | 0.01% | 2,991 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $14.87万 | 0.01% | 983 | -83 | -7.8% | -$1.26万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $14.97万 | 0.01% | 7,829 | 3,659 | 87.7% | $7.00万 | 加仓 |
| ARKK | ARK INNOVATION ETF | $14.98万 | 0.01% | 1,854 | 1,225 | 194.8% | $9.90万 | 加仓 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $15.02万 | 0.01% | 1,753 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $15.12万 | 0.01% | 1,559 | 14 | 0.9% | $1,358 | 加仓 |
| CSX | CSX CORP COM | $15.29万 | 0.01% | 3,216 | 39 | 1.2% | $1,854 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $15.34万 | 0.01% | 1,562 | 1,562 | — | $15.34万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $15.47万 | 0.01% | 8,728 | 7 | 0.1% | $124 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $15.61万 | 0.01% | 1,926 | 1,926 | — | $15.61万 | 新建仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $15.69万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $15.78万 | 0.01% | 2,769 | 22 | 0.8% | $1,254 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $16.04万 | 0.01% | 2,117 | -653 | -23.6% | -$4.95万 | 减仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $16.17万 | 0.01% | 1,675 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $16.24万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $16.46万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $16.48万 | 0.01% | 1,039 | 87 | 9.1% | $1.38万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $16.57万 | 0.01% | 453 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $16.58万 | 0.01% | 1,290 | -352 | -21.4% | -$4.52万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $16.80万 | 0.01% | 989 | 980 | 10,888.9% | $16.64万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $16.91万 | 0.01% | 2,046 | -1,980 | -49.2% | -$16.36万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $17.05万 | 0.01% | 6,220 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $17.67万 | 0.01% | 555 | 12 | 2.2% | $3,820 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $17.71万 | 0.01% | 89 | 72 | 423.5% | $14.32万 | 加仓 |
| TJX | TJX COS INC NEW COM | $17.80万 | 0.01% | 1,175 | -305 | -20.6% | -$4.62万 | 减仓 |
| EXC | EXELON CORP COM | $17.91万 | 0.01% | 3,842 | 3,785 | 6,640.4% | $17.64万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP COM | $17.91万 | 0.01% | 3,178 | -2,736 | -46.3% | -$15.42万 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $18.24万 | 0.01% | 4,793 | 1,919 | 66.8% | $7.30万 | 加仓 |
| ANDE | ANDERSONS INC COM | $18.86万 | 0.01% | 2,758 | 8 | 0.3% | $547 | 加仓 |
| CAT | CATERPILLAR INC COM | $19.06万 | 0.01% | 179 | -277 | -60.7% | -$29.50万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $19.15万 | 0.01% | 636 | 1 | 0.2% | $301 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $19.59万 | 0.01% | 5,421 | -2,231 | -29.2% | -$8.06万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $19.69万 | 0.01% | 574 | 448 | 355.6% | $15.37万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $19.71万 | 0.01% | 2,881 | 2,570 | 826.4% | $17.58万 | 加仓 |
| AROW | ARROW FINL CORP COM | $20.11万 | 0.01% | 4,905 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $20.21万 | 0.01% | 1,264 | 1 | 0.1% | $160 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $20.26万 | 0.01% | 2,652 | 393 | 17.4% | $3.00万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC COM | $20.27万 | 0.01% | 10,836 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $20.58万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $20.60万 | 0.01% | 3,645 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.33万 | 0.01% | 6,408 | 4,469 | 230.5% | $14.88万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $22.03万 | 0.01% | 3,900 | 3,900 | — | $22.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $22.16万 | 0.01% | 192 | 177 | 1,180.0% | $20.43万 | 加仓 |