Plante Moran Financial Advisors, LLC
SOUTHFIELD MI · SEC CIK 0001424717
$15.46亿2026Q1 申报市值
717持仓数
90.2%前十大占比 · 第一大 56.4%
70 / 97新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOO 加仓+$3,133.67万
VXF 加仓+$1,362.40万
VEA 加仓+$145.84万
BMOP 新建仓+$131.22万
SPY 加仓+$96.58万
2026Q1 卖出最多 按季末市值估算
VV 减仓-$597.31万
AMZN 减仓-$202.43万
IAU 减仓-$185.83万
SYK 减仓-$158.31万
AAPL 减仓-$155.42万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $0 | 0.00% | 0 | -63 | -100.0% | -$6,067 | 清仓 |
| URA | GLOBAL X URANIUM ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$5,982 | 清仓 |
| ARHS | ARHAUS INC COM CL A | $0 | 0.00% | 0 | -530 | -100.0% | -$5,941 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMLP | ALERIAN MLP ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$5,172 | 清仓 |
| HSTM | HEALTHSTREAM INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDX | VANECK GOLD MINERS ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$4,955 | 清仓 |
| TDOC | TELADOC HEALTH INC 1.25 06/01/2027 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$4,745 | 清仓 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$4,508 | 清仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -88 | -100.0% | -$4,143 | 清仓 |
| HCKT | HACKETT GROUP INC COM | $0 | 0.00% | 0 | -210 | -100.0% | -$4,122 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HPQ | HP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSP | VIANT TECHNOLOGY INC COM CL A | $0 | 0.00% | 0 | -325 | -100.0% | -$3,913 | 清仓 |
| — | KKR & CO INC 6.25 CON SER D | $0 | 0.00% | 0 | -75 | -100.0% | -$3,888 | 清仓 |
| EOS | EATON VANCE ENHANCED EQUITY IN COM | $0 | 0.00% | 0 | -165 | -100.0% | -$3,863 | 清仓 |
| — | QXO INC 5.50 DEP PFD | $0 | 0.00% | 0 | -70 | -100.0% | -$3,861 | 清仓 |
| NPKI | NPK INTERNATIONAL INC COM SHS | $0 | 0.00% | 0 | -320 | -100.0% | -$3,814 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGM | MGM RESORTS INTERNATIONAL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HRL | HORMEL FOODS CORP COM | $0 | 0.00% | 0 | -150 | -100.0% | -$3,555 | 清仓 |
| SMR | NUSCALE PWR CORP CL A COM | $0 | 0.00% | 0 | -250 | -100.0% | -$3,543 | 清仓 |
| RAAX | VANECK REAL ASSETS ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REI | RING ENERGY INC COM | $0 | 0.00% | 0 | -4,000 | -100.0% | -$3,480 | 清仓 |
| FC | FRANKLIN COVEY CO COM | $0 | 0.00% | 0 | -205 | -100.0% | -$3,440 | 清仓 |
| LADR | LADDER CAP CORP CL A | $0 | 0.00% | 0 | -300 | -100.0% | -$3,297 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$3,136 | 清仓 |
| MSTR | STRATEGY INC CL A NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DG | DOLLAR GEN CORP NEW COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXC | EXELON CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $0 | 0.00% | 0 | -66 | -100.0% | -$2,143 | 清仓 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CARNIVAL PLC ADS | $0 | 0.00% | 0 | -65 | -100.0% | -$1,971 | 清仓 |
| OSCR | OSCAR HEALTH INC CL A | $0 | 0.00% | 0 | -120 | -100.0% | -$1,724 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $0 | 0.00% | 0 | -55 | -100.0% | -$1,119 | 清仓 |
| FTV | FORTIVE CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $0 | 0.00% | 0 | -75 | -100.0% | -$993 | 清仓 |
| STWD | STARWOOD PPTY TR INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$901 | 清仓 |
| — | FIS CHRISTIAN STOCK FUND | $0 | 0.00% | 0 | -27 | -100.0% | -$844 | 清仓 |
| CYTK | CYTOKINETICS INC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABNB | AIRBNB INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BURL | BURLINGTON STORES INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DEFINIUM THERAPEUTICS INC COM SHS | $0 | 0.00% | 0 | -36 | -100.0% | -$482 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RAL | RALLIANT CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNT | VONTIER CORPORATION COM | $0 | 0.00% | 0 | -7 | -100.0% | -$260 | 清仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $0 | 0.00% | 0 | -80 | -100.0% | -$241 | 清仓 |
| QUBT | QUANTUM COMPUTING INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$205 | 清仓 |
| HRB | BLOCK H & R INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DEC | DIVERSIFIED ENERGY CO COMMON STOCK | $0 | 0.00% | 0 | -10 | -100.0% | -$145 | 清仓 |
| — | AMPLIFY AI POWERED EQUITY ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$135 | 清仓 |
| PLD | PROLOGIS INC. COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SNDL INC COM | $0 | 0.00% | 0 | -60 | -100.0% | -$100 | 清仓 |
| — | PROSHARES INFLATION EXPECTATIONS ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$64 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LTPZ | PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -1 | -100.0% | -$52 | 清仓 |
| — | ISHARES IBONDS OCT 2034 TERM TIPS ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$51 | 清仓 |
| PATH | UIPATH INC CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$49 | 清仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$42 | 清仓 |
| VICI | VICI PPTYS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $0 | 0.00% | 0 | -2 | -100.0% | -$21 | 清仓 |
| — | GREAT ELM GROUP INC COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$8 | 清仓 |
| — | SKYE BIOSCIENCE INC COM NEW | $2 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $19 | 0.00% | 2 | 2 | — | $19 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $23 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $39 | 0.00% | 0 | — | — | — | 申报中断 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $45 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $51 | 0.00% | 5 | 5 | — | $51 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AGNT | EXP WORLD HLDGS INC COM | $60 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP COMMON STOCK | $62 | 0.00% | 7 | -13 | -65.0% | -$115 | 减仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $82 | 0.00% | 86 | -29 | -25.2% | -$28 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A SPON ADR NEW | $103 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $104 | 0.00% | 5 | 5 | — | $104 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC SHS USD | $175 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD PWR SYS INC NEW COM | $182 | 0.00% | 75 | 75 | — | $182 | 新建仓 |
| ALAB | ASTERA LABS INC COM | $193 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC CL A | $207 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $226 | 0.00% | 100 | -160 | -61.5% | -$362 | 重新持有 |
| OGN | ORGANON & CO COMMON STOCK | $240 | 0.00% | 40 | -33 | -45.2% | -$198 | 减仓 |
| — | SOLIGENIX INC COM NEW | $247 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC COM | $247 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $250 | 0.00% | 5 | 5 | — | $250 | 新建仓 |
| PTLO | PORTILLOS INC COM CL A | $265 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $266 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $277 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP COM | $298 | 0.00% | 1 | 1 | — | $298 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC COM | $299 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD COM | $310 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $344 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $349 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $364 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $421 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $472 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $481 | 0.00% | 25 | 0 | 0.0% | — | 不变 |