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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC COM | $4,074 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $4,273 | 0.00% | 20 | -90 | -81.8% | -$1.92万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $4,291 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $4,351 | 0.00% | 30 | 30 | — | $4,351 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $4,369 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $4,493 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $4,571 | 0.00% | 32 | -100 | -75.8% | -$1.43万 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $4,690 | 0.00% | 139 | 139 | — | $4,690 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $4,714 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | INVESCO MSCI SUSTAINABLE FUTURE ETF | $4,741 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $4,841 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $4,879 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $4,882 | 0.00% | 25 | 25 | — | $4,882 | 新建仓 |
| EQIX | EQUINIX INC COM | $4,901 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $4,998 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5,000 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC COM | $5,014 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $5,068 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $5,159 | 0.00% | 25 | 25 | — | $5,159 | 新建仓 |
| CLX | CLOROX CO DEL COM | $5,233 | 0.00% | 50 | -197 | -79.8% | -$2.06万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $5,272 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $5,296 | 0.00% | 100 | 100 | — | $5,296 | 新建仓 |
| CNMD | CONMED CORP COM | $5,304 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $5,460 | 0.00% | 55 | -11,687 | -99.5% | -$116.02万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $5,551 | 0.00% | 85 | -90 | -51.4% | -$5,878 | 减仓 |
| MP | MP MATERIALS CORP COM CL A | $5,646 | 0.00% | 117 | 117 | — | $5,646 | 新建仓 |
| TTD | THE TRADE DESK INC COM CL A | $5,673 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $5,742 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $5,827 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $5,879 | 0.00% | 16 | -100 | -86.2% | -$3.67万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $6,022 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $6,418 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $6,418 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V COM | $6,431 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $6,681 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $6,688 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $6,761 | 0.00% | 75 | -351 | -82.4% | -$3.16万 | 减仓 |
| KKR | KKR & CO INC COM | $6,901 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $6,916 | 0.00% | 4 | -3 | -42.9% | -$5,187 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $6,924 | 0.00% | 300 | -122 | -28.9% | -$2,816 | 减仓 |
| ADSK | AUTODESK INC COM | $6,943 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $6,989 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $7,055 | 0.00% | 114 | -541 | -82.6% | -$3.35万 | 减仓 |
| KR | KROGER CO COM | $7,236 | 0.00% | 100 | 52 | 108.3% | $3,763 | 加仓 |
| CE | CELANESE CORP DEL COM | $7,283 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $7,354 | 0.00% | 64 | 64 | — | $7,354 | 新建仓 |
| EQH | EQUITABLE HLDGS INC COM | $7,435 | 0.00% | 200 | 200 | — | $7,435 | 新建仓 |
| ADC | AGREE RLTY CORP COM | $7,538 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V SHS | $7,600 | 0.00% | 1,072 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $7,859 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $7,923 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $7,953 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $7,999 | 0.00% | 18 | -10 | -35.7% | -$4,444 | 减仓 |
| VTR | VENTAS INC COM | $8,124 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $8,149 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE SERVICES ETF | $8,511 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $8,693 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $8,811 | 0.00% | 59 | 55 | 1,375.0% | $8,214 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $8,841 | 0.00% | 61 | -200 | -76.6% | -$2.90万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $8,926 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $9,074 | 0.00% | 201 | -49 | -19.6% | -$2,212 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $9,406 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $9,486 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $9,515 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $9,558 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $9,783 | 0.00% | 127 | -110 | -46.4% | -$8,473 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $9,810 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $9,954 | 0.00% | 40 | -21 | -34.4% | -$5,226 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.00万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.01万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $1.01万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $1.02万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1.03万 | 0.00% | 277 | 277 | — | $1.03万 | 新建仓 |
| — | ROUNDHILL BALL METAVERSE ETF | $1.03万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP COM | $1.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.07万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC CL A | $1.08万 | 0.00% | 37 | 25 | 208.3% | $7,316 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.09万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $1.10万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1.16万 | 0.00% | 1,076 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1.18万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $1.21万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $1.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1.24万 | 0.00% | 170 | 13 | 8.3% | $946 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1.24万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM NEW | $1.25万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $1.25万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $1.26万 | 0.00% | 688 | 663 | 2,652.0% | $1.22万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $1.27万 | 0.00% | 132 | 132 | — | $1.27万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.28万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.30万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.30万 | 0.00% | 200 | -24 | -10.7% | -$1,560 | 减仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $1.30万 | 0.00% | 506 | 506 | — | $1.30万 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $1.31万 | 0.00% | 512 | 76 | 17.4% | $1,949 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.36万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.37万 | 0.00% | 183 | 133 | 266.0% | $9,974 | 加仓 |
| XPO | XPO INC COM | $1.40万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $1.41万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.41万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $1.41万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |