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 |
|---|---|---|---|---|---|---|---|---|
| ZM | ZOOM COMMUNICATIONS INC CL A | $482 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $508 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES PURE CANNABIS ETF | $526 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $659 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $680 | 0.00% | 36 | 36 | — | $680 | 新建仓 |
| KVUE | KENVUE INC COM | $690 | 0.00% | 40 | -1,042 | -96.3% | -$1.80万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $721 | 0.00% | 4 | 4 | — | $721 | 新建仓 |
| HLN | HALEON PLC SPON ADS | $731 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $735 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $800 | 0.00% | 11 | -39 | -78.0% | -$2,836 | 减仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $824 | 0.00% | 200 | 200 | — | $824 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $855 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $863 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $871 | 0.00% | 18 | 18 | — | $871 | 新建仓 |
| LW | LAMB WESTON HLDGS INC COM | $887 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $906 | 0.00% | 12 | 12 | — | $906 | 新建仓 |
| INCY | INCYTE CORP COM | $941 | 0.00% | 10 | 10 | — | $941 | 新建仓 |
| — | SAN JUAN BASIN RTY TR UNIT BEN INT | $948 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP COM | $968 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $1,006 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC COMMON STOCK | $1,053 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $1,077 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $1,181 | 0.00% | 67 | 67 | — | $1,181 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1,255 | 0.00% | 16 | -35 | -68.6% | -$2,745 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $1,273 | 0.00% | 16 | -1,086 | -98.5% | -$8.64万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1,278 | 0.00% | 12 | 12 | — | $1,278 | 新建仓 |
| AMBA | AMBARELLA INC SHS | $1,287 | 0.00% | 25 | 25 | — | $1,287 | 新建仓 |
| — | HANCOCK JOHN PREM DIVID FD COM SH BEN INT | $1,310 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMON STOCK | $1,317 | 0.00% | 52 | 52 | — | $1,317 | 新建仓 |
| — | BEYOND MEAT INC COM | $1,378 | 0.00% | 1,964 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $1,449 | 0.00% | 24 | -726 | -96.8% | -$4.38万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $1,477 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $1,483 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1,552 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL COM | $1,589 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $1,596 | 0.00% | 95 | -800 | -89.4% | -$1.34万 | 减仓 |
| DOX | AMDOCS LTD SHS | $1,632 | 0.00% | 25 | 25 | — | $1,632 | 新建仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $1,637 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $1,647 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AEBI | AEBI SCHMIDT HLDG AG COM | $1,670 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC COM NEW | $1,808 | 0.00% | 200 | 200 | — | $1,808 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1,833 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1,889 | 0.00% | 144 | -160 | -52.6% | -$2,099 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $2,007 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $2,044 | 0.00% | 13 | -65 | -83.3% | -$1.02万 | 减仓 |
| SLB | SLB LIMITED COM STK | $2,056 | 0.00% | 40 | -158 | -79.8% | -$8,121 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2,056 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC COM | $2,078 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $2,117 | 0.00% | 25 | 25 | — | $2,117 | 新建仓 |
| FE | FIRSTENERGY CORP COM | $2,128 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2,147 | 0.00% | 26 | 26 | — | $2,147 | 新建仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $2,207 | 0.00% | 89 | 89 | — | $2,207 | 新建仓 |
| EME | EMCOR GROUP INC COM | $2,215 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP COM | $2,220 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $2,242 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC COM | $2,279 | 0.00% | 6 | -66 | -91.7% | -$2.51万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $2,305 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $2,321 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $2,336 | 0.00% | 25 | 25 | — | $2,336 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $2,356 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $2,434 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $2,440 | 0.00% | 70 | 70 | — | $2,440 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY COM NEW | $2,441 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION AND CONTROL SHS | $2,451 | 0.00% | 50 | 50 | — | $2,451 | 新建仓 |
| WDAY | WORKDAY INC CL A | $2,468 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $2,575 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $2,595 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2,653 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $2,724 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GEVO | GEVO INC COM PAR | $2,730 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO SOLAR ETF | $2,786 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CNNE | CANNAE HLDGS INC COM | $2,797 | 0.00% | 246 | 246 | — | $2,797 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR | $2,884 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2,911 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $2,921 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC COM | $2,945 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $2,952 | 0.00% | 50 | 50 | — | $2,952 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $2,980 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $3,015 | 0.00% | 126 | 26 | 26.0% | $622 | 加仓 |
| EUAD | SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | $3,056 | 0.00% | 75 | 75 | — | $3,056 | 新建仓 |
| BHVN | BIOHAVEN LTD COM | $3,063 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $3,067 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $3,117 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $3,241 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $3,425 | 0.00% | 46 | 5 | 12.2% | $372 | 加仓 |
| RLI | RLI CORP COM | $3,430 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $3,453 | 0.00% | 48 | -60 | -55.6% | -$4,316 | 减仓 |
| OLN | OLIN CORP COM PAR $1 | $3,580 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,667 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $3,733 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| GPRE | GREEN PLAINS INC COM | $3,767 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $3,847 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $3,855 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $3,869 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC COM | $3,952 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $3,963 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP COM | $3,992 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,002 | 0.00% | 15 | 15 | — | $4,002 | 新建仓 |
| HAL | HALLIBURTON CO COM | $4,055 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $4,060 | 0.00% | 796 | 0 | 0.0% | — | 不变 |