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 |
|---|---|---|---|---|---|---|---|---|
| IYH | ISHARES U.S. HEALTHCARE ETF | $22.35万 | 0.01% | 3,335 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $22.88万 | 0.01% | 671 | 209 | 45.2% | $7.13万 | 加仓 |
| ETN | EATON CORP PLC SHS | $23.11万 | 0.01% | 542 | -662 | -55.0% | -$28.22万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $23.52万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $23.55万 | 0.01% | 1,721 | -1,687 | -49.5% | -$23.08万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $23.66万 | 0.01% | 1,056 | 18 | 1.7% | $4,032 | 加仓 |
| LOW | LOWES COS INC COM | $23.77万 | 0.01% | 1,078 | -607 | -36.0% | -$13.38万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $24.07万 | 0.01% | 367 | 299 | 439.7% | $19.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $24.15万 | 0.01% | 2,662 | -1,476 | -35.7% | -$13.39万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $24.26万 | 0.01% | 248 | -144 | -36.7% | -$14.08万 | 减仓 |
| RTX | RTX CORPORATION COM | $24.46万 | 0.01% | 1,289 | -557 | -30.2% | -$10.57万 | 减仓 |
| DE | DEERE & CO COM | $24.55万 | 0.01% | 387 | -369 | -48.8% | -$23.41万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $25.50万 | 0.01% | 2,764 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $25.66万 | 0.01% | 3,116 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $25.88万 | 0.01% | 623 | -133 | -17.6% | -$5.53万 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $26.36万 | 0.01% | 2,554 | -146 | -5.4% | -$1.51万 | 减仓 |
| PFE | PFIZER INC COM | $26.91万 | 0.01% | 11,175 | 803 | 7.7% | $1.93万 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $26.98万 | 0.01% | 6,661 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $27.28万 | 0.01% | 531 | 11 | 2.1% | $5,651 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $27.33万 | 0.01% | 917 | 509 | 124.8% | $15.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $28.11万 | 0.01% | 831 | -82 | -9.0% | -$2.77万 | 减仓 |
| NFLX | NETFLIX INC. COM | $28.21万 | 0.01% | 3,951 | 412 | 11.6% | $2.94万 | 加仓 |
| GLW | CORNING INC COM | $28.43万 | 0.01% | 1,113 | -738 | -39.9% | -$18.85万 | 减仓 |
| V | VISA INC COM CL A | $28.45万 | 0.01% | 829 | -68 | -7.6% | -$2.33万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $28.63万 | 0.01% | 548 | -202 | -26.9% | -$10.55万 | 减仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $28.70万 | 0.01% | 5,146 | -1,898 | -26.9% | -$10.59万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $29.30万 | 0.01% | 10,831 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $29.44万 | 0.01% | 15,975 | 15,975 | — | $29.44万 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $29.54万 | 0.01% | 1,346 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $29.81万 | 0.01% | 4,944 | 4,944 | — | $29.81万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $29.90万 | 0.01% | 987 | -200 | -16.8% | -$6.06万 | 减仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $30.09万 | 0.01% | 3,672 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $30.29万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $30.44万 | 0.01% | 5,926 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $31.55万 | 0.01% | 3,453 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $31.70万 | 0.01% | 2,271 | -1,170 | -34.0% | -$16.33万 | 减仓 |
| TSLA | TESLA INC COM | $31.72万 | 0.01% | 754 | -134 | -15.1% | -$5.64万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $34.19万 | 0.02% | 448 | 208 | 86.7% | $15.87万 | 加仓 |
| MCD | MCDONALDS CORP COM | $34.46万 | 0.02% | 1,275 | -185 | -12.7% | -$5.00万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $34.64万 | 0.02% | 7,810 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $34.68万 | 0.02% | 24,949 | 1,525 | 6.5% | $2.12万 | 加仓 |
| SO | SOUTHERN CO COM | $35.14万 | 0.02% | 3,672 | -532 | -12.7% | -$5.09万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $35.68万 | 0.02% | 2,283 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $35.77万 | 0.02% | 1,936 | 42 | 2.2% | $7,760 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $35.79万 | 0.02% | 3,743 | 1,671 | 80.6% | $15.98万 | 加仓 |
| FTNT | FORTINET INC COM | $37.33万 | 0.02% | 2,430 | -436 | -15.2% | -$6.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $37.62万 | 0.02% | 788 | 750 | 1,973.7% | $35.81万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $38.23万 | 0.02% | 3,958 | -221 | -5.3% | -$2.13万 | 减仓 |
| GLD | SPDR GOLD SHARES | $39.01万 | 0.02% | 1,059 | 45 | 4.4% | $1.66万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $39.87万 | 0.02% | 2,405 | -727 | -23.2% | -$12.05万 | 减仓 |
| GWW | WW GRAINGER INC COM | $41.76万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $41.90万 | 0.02% | 1,894 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $42.03万 | 0.02% | 3,711 | -2,209 | -37.3% | -$25.02万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $42.37万 | 0.02% | 1,680 | -10 | -0.6% | -$2,522 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $42.96万 | 0.02% | 4,895 | 674 | 16.0% | $5.92万 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $43.28万 | 0.02% | 3,094 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $45.58万 | 0.02% | 2,995 | -48 | -1.6% | -$7,305 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $47.25万 | 0.02% | 5,527 | -555 | -9.1% | -$4.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $47.46万 | 0.02% | 817 | 523 | 177.9% | $30.38万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $47.50万 | 0.02% | 1,736 | -66 | -3.7% | -$1.81万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $47.64万 | 0.02% | 2,411 | -1,053 | -30.4% | -$20.81万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $47.90万 | 0.02% | 5,720 | 191 | 3.5% | $1.60万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $48.67万 | 0.02% | 16,805 | 2,572 | 18.1% | $7.45万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $50.30万 | 0.02% | 4,043 | 2,191 | 118.3% | $27.26万 | 加仓 |
| UNP | UNION PAC CORP COM | $51.30万 | 0.02% | 1,886 | -398 | -17.4% | -$10.83万 | 减仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $53.13万 | 0.02% | 17,085 | 7,231 | 73.4% | $22.49万 | 加仓 |
| AON | AON PLC SHS CL A | $53.30万 | 0.02% | 1,607 | 1 | 0.1% | $332 | 加仓 |
| KLAC | KLA CORP COM NEW | $53.41万 | 0.02% | 1,770 | -270 | -13.2% | -$8.15万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $54.13万 | 0.03% | 2,842 | 22 | 0.8% | $4,191 | 加仓 |
| CMS | CMS ENERGY CORP COM | $54.74万 | 0.03% | 7,156 | 55 | 0.8% | $4,208 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $55.41万 | 0.03% | 2,604 | 21 | 0.8% | $4,468 | 加仓 |
| ABBV | ABBVIE INC COM | $59.25万 | 0.03% | 2,355 | -564 | -19.3% | -$14.19万 | 减仓 |
| DIS | DISNEY WALT CO COM | $59.60万 | 0.03% | 6,192 | -124 | -2.0% | -$1.19万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $59.83万 | 0.03% | 6,808 | -1,385 | -16.9% | -$12.17万 | 减仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $62.25万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $62.37万 | 0.03% | 3,492 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $62.51万 | 0.03% | 4,260 | -98 | -2.2% | -$1.44万 | 减仓 |
| ORCL | ORACLE CORP COM | $63.28万 | 0.03% | 4,318 | -883 | -17.0% | -$12.94万 | 减仓 |
| GEV | GE VERNOVA INC COM | $63.39万 | 0.03% | 540 | 243 | 81.8% | $28.52万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $64.30万 | 0.03% | 8,515 | 3,164 | 59.1% | $23.89万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $64.33万 | 0.03% | 19,010 | -8,335 | -30.5% | -$28.21万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $67.39万 | 0.03% | 1,803 | 57 | 3.3% | $2.13万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $68.16万 | 0.03% | 4,987 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $68.42万 | 0.03% | 4,165 | -893 | -17.7% | -$14.67万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $69.56万 | 0.03% | 989 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $75.02万 | 0.03% | 3,304 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $75.48万 | 0.04% | 9,860 | 3,539 | 56.0% | $27.09万 | 加仓 |
| AMGN | AMGEN INC COM | $76.37万 | 0.04% | 2,109 | 17 | 0.8% | $6,156 | 加仓 |
| HD | HOME DEPOT INC COM | $77.54万 | 0.04% | 2,199 | -420 | -16.0% | -$14.81万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $78.18万 | 0.04% | 14,817 | 3,269 | 28.3% | $17.25万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $78.59万 | 0.04% | 1,087 | 991 | 1,032.3% | $71.65万 | 加仓 |
| CSCO | CISCO SYS INC COM | $78.65万 | 0.04% | 6,696 | -187 | -2.7% | -$2.20万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $79.24万 | 0.04% | 3,349 | -540 | -13.9% | -$12.78万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $81.00万 | 0.04% | 1,978 | 90 | 4.8% | $3.69万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $81.80万 | 0.04% | 2,598 | -163 | -5.9% | -$5.13万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $81.98万 | 0.04% | 14,658 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $83.55万 | 0.04% | 2,971 | -25 | -0.8% | -$7,031 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $83.68万 | 0.04% | 30,209 | 6,139 | 25.5% | $17.01万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $87.71万 | 0.04% | 12,547 | -799 | -6.0% | -$5.59万 | 减仓 |