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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES RUSSELL 2000 ETF | $88.08万 | 0.04% | 2,931 | 140 | 5.0% | $4.21万 | 加仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $97.67万 | 0.05% | 3,538 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $98.16万 | 0.05% | 2,649 | -38 | -1.4% | -$1.41万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $100.25万 | 0.05% | 4,135 | -15 | -0.4% | -$3,637 | 减仓 |
| LLY | ELI LILLY & CO COM | $100.62万 | 0.05% | 839 | -120 | -12.5% | -$14.39万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $102.24万 | 0.05% | 7,434 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $103.56万 | 0.05% | 7,574 | 7,574 | — | $103.56万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $104.03万 | 0.05% | 7,094 | 356 | 5.3% | $5.22万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $105.07万 | 0.05% | 9,524 | 28 | 0.3% | $3,089 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $105.64万 | 0.05% | 13,699 | -1,046 | -7.1% | -$8.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $107.59万 | 0.05% | 5,377 | -998 | -15.7% | -$19.97万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $109.36万 | 0.05% | 34,489 | -1,000 | -2.8% | -$3.17万 | 减仓 |
| AVGO | BROADCOM INC COM | $110.08万 | 0.05% | 2,914 | 657 | 29.1% | $24.82万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $118.25万 | 0.06% | 21,496 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $120.21万 | 0.06% | 2,134 | -35 | -1.6% | -$1.97万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $120.41万 | 0.06% | 10,248 | -361 | -3.4% | -$4.24万 | 减仓 |
| PEP | PEPSICO INC COM | $121.16万 | 0.06% | 8,949 | -861 | -8.8% | -$11.66万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $122.61万 | 0.06% | 10,304 | 445 | 4.5% | $5.30万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $122.93万 | 0.06% | 8,289 | -352 | -4.1% | -$5.22万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $125.50万 | 0.06% | 12,207 | 4 | 0.0% | $411 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $127.32万 | 0.06% | 3,481 | -384 | -9.9% | -$14.04万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $128.34万 | 0.06% | 5,889 | 2,549 | 76.3% | $55.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $130.19万 | 0.06% | 1,392 | -199 | -12.5% | -$18.61万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $137.74万 | 0.06% | 4,497 | -1,564 | -25.8% | -$47.91万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $139.38万 | 0.06% | 17,299 | 1,011 | 6.2% | $8.15万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $139.67万 | 0.06% | 4,608 | -141 | -3.0% | -$4.27万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $144.16万 | 0.07% | 48,983 | 12,064 | 32.7% | $35.50万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $152.39万 | 0.07% | 7,999 | -976 | -10.9% | -$18.59万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $153.09万 | 0.07% | 12,809 | 697 | 5.8% | $8.33万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $178.53万 | 0.08% | 33,043 | -192 | -0.6% | -$1.04万 | 减仓 |
| DTE | DTE ENERGY CO COM | $181.05万 | 0.08% | 11,882 | 461 | 4.0% | $7.02万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $182.51万 | 0.08% | 11,549 | 158 | 1.4% | $2.50万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $185.77万 | 0.09% | 17,883 | 1,550 | 9.5% | $16.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $226.17万 | 0.11% | 8,905 | -4,672 | -34.4% | -$118.66万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $238.16万 | 0.11% | 7,276 | -1,689 | -18.8% | -$55.29万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $254.30万 | 0.12% | 7,197 | -402 | -5.3% | -$14.20万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $257.59万 | 0.12% | 20,745 | -243 | -1.2% | -$3.02万 | 减仓 |
| AMZN | AMAZON COM INC COM | $319.20万 | 0.15% | 13,393 | -690 | -4.9% | -$16.45万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $342.06万 | 0.16% | 9,572 | -166 | -1.7% | -$5.93万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $356.22万 | 0.17% | 4,837 | 470 | 10.8% | $34.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $363.18万 | 0.17% | 7,258 | 1,654 | 29.5% | $82.76万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $398.27万 | 0.19% | 46,235 | 665 | 1.5% | $5.73万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $510.65万 | 0.24% | 13,690 | -1,449 | -9.6% | -$54.05万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $891.57万 | 0.41% | 24,094 | 3,139 | 15.0% | $116.15万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,122.75万 | 0.52% | 14,992 | 615 | 4.3% | $46.06万 | 加仓 |
| AAPL | APPLE INC COM | $1,293.22万 | 0.60% | 44,692 | -4,357 | -8.9% | -$126.08万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,578.63万 | 0.73% | 313,282 | -7,130 | -2.2% | -$35.93万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2,085.34万 | 0.97% | 565,591 | -39,160 | -6.5% | -$144.38万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,201.97万 | 1.02% | 29,487 | -729 | -2.4% | -$54.44万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,547.61万 | 1.19% | 236,723 | 10,701 | 4.7% | $115.16万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2,819.48万 | 1.31% | 116,033 | -14,743 | -11.3% | -$358.24万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $9,327.68万 | 4.34% | 271,224 | -15,831 | -5.5% | -$544.44万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.40亿 | 6.49% | 1,119,113 | 1,118,711 | 278,286.3% | $1.40亿 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.68亿 | 7.83% | 2,363,851 | 58,478 | 2.5% | $416.66万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $1.94亿 | 9.02% | 1,324,615 | 1,324,377 | 556,460.9% | $1.94亿 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2.47亿 | 11.49% | 1,002,829 | 172,057 | 20.7% | $4,236.21万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $10.15亿 | 47.21% | 1,477,660 | 18,582 | 1.3% | $1,276.23万 | 加仓 |