13F 机构持仓

Plante Moran Financial Advisors, LLC

SOUTHFIELD MI · SEC CIK 0001424717

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$21.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 47.2%
VXF 11.5%
IWP 9.0%
VEA 7.8%
AVUV 6.5%
VV 4.3%
VBR 1.3%
MUB 1.2%
SPY 1.0%
SCHM 1.0%

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
DFH DREAM FINDERS HOMES INC COM CL A $2590.00%15 15— $259 新建仓
KHC KRAFT HEINZ CO COM $2600.00%11 -58-84.1% -$1,371 减仓
TRIP TRIPADVISOR INC COM $2600.00%19 19— $260 新建仓
OKE ONEOK INC NEW COM $2610.00%3 -1,973-99.8% -$17.17万 减仓
AHCO ADAPTHEALTH CORP COMMON STOCK $2610.00%25 25— $261 新建仓
WY WEYERHAEUSER CO COM NEW $2630.00%11 -39-78.0% -$932 重新持有
R RYDER SYS INC COM $2640.00%1 1— $264 新建仓
AGNT AGNT INC COM $2650.00%49 39390.0% $211 加仓
BEN FRANKLIN RESOURCES INC COM $2660.00%8 8— $266 新建仓
LECO LINCOLN ELEC HLDGS INC COM $2660.00%1 1— $266 新建仓
TRGP TARGA RES CORP COM $2680.00%1 1— $268 新建仓
EFOR EVERFORTH INC COM $2680.00%15 15— $268 新建仓
DCI DONALDSON INC COM $2690.00%3 3— $269 新建仓
SRPT SAREPTA THERAPEUTICS INC COM $2700.00%15 15— $270 新建仓
NTRA NATERA INC COM $2710.00%1 1— $271 新建仓
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG $2710.00%7 7— $271 新建仓
UFPI UFP INDUSTRIES INC COM $2720.00%3 -199-98.5% -$1.80万 减仓
OKTA OKTA INC CL A $2730.00%2 2— $273 新建仓
ROKU ROKU INC COM CL A $2760.00%2 2— $276 新建仓
ASTH ASTRANA HEALTH INC COM NEW $2780.00%6 6— $278 新建仓
UDR UDR INC COM $2790.00%7 7— $279 新建仓
FUTU FUTU HLDGS LTD SPON ADS CL A $2810.00%3 3— $281 新建仓
ALLE ALLEGION PLC ORD SHS $2810.00%2 2— $281 新建仓
COR CENCORA INC COM $2830.00%1 -499-99.8% -$14.12万 减仓
ACI ALBERTSONS COMPANIES INC COMMON STOCK $2840.00%21 21— $284 新建仓
TMP TOMPKINS FINL CORP COM $2840.00%3 3— $284 新建仓
INGR INGREDION INC COM $2840.00%3 3— $284 新建仓
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK $2840.00%97 97— $284 新建仓
ABNB AIRBNB INC COM CL A $2860.00%2 -3-60.0% -$429 重新持有
VRTS VIRTUS INVT PARTNERS INC COM $2870.00%2 2— $287 新建仓
NSP INSPERITY INC COM $2890.00%7 7— $289 新建仓
ES EVERSOURCE ENERGY COM $2890.00%4 4— $289 新建仓
JBHT HUNT J B TRANS SVCS INC COM $2890.00%1 1— $289 新建仓
XNCR XENCOR INC COM $2900.00%18 18— $290 新建仓
PEB PEBBLEBROOK HOTEL TR COM $2910.00%15 15— $291 新建仓
BKU BANKUNITED INC COM $2910.00%6 6— $291 新建仓
TKR TIMKEN CO COM $2910.00%2 2— $291 新建仓
GPI GROUP 1 AUTOMOTIVE INC COM $2910.00%1 1— $291 新建仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $2920.00%11 -41-78.8% -$1,088 减仓
WABC WESTAMERICA BANCORPORATION COM $2930.00%5 5— $293 新建仓
TPR TAPESTRY INC COM $2930.00%2 2— $293 新建仓
AGNC AGNC INVT CORP COM $2940.00%27 27— $294 新建仓
PZZA PAPA JOHNS INTL INC COM $2940.00%8 8— $294 新建仓
MRTN MARTEN TRANS LTD COM $2950.00%17 17— $295 新建仓
FLS FLOWSERVE CORP COM $2970.00%4 4— $297 新建仓
CRUS CIRRUS LOGIC INC COM $2970.00%2 2— $297 新建仓
EIX EDISON INTL COM $2980.00%4 4— $298 新建仓
WWW WOLVERINE WORLD WIDE INC COM $2980.00%18 18— $298 新建仓
TREX TREX INC COM $3000.00%6 6— $300 新建仓
PYPL PAYPAL HLDGS INC COM $3020.00%7 -194-96.5% -$8,370 减仓
WS WORTHINGTON STL INC COM SHS $3020.00%9 9— $302 新建仓
RKLB ROCKET LAB CORP COM $3050.00%3 3— $305 新建仓
TFIN TRIUMPH FINANCIAL INC COM $3050.00%4 4— $305 新建仓
IP INTERNATIONAL PAPER CO COM $3050.00%8 8— $305 新建仓
VAC MARRIOTT VACATIONS WORLDWIDE C COM $3060.00%3 3— $306 新建仓
LSCC LATTICE SEMICONDUCTOR CORP COM $3060.00%2 2— $306 新建仓
FLUT FLUTTER ENTMT PLC SHS $3070.00%3 3— $307 新建仓
GDYN GRID DYNAMICS HLDGS INC CL A $3070.00%54 54— $307 新建仓
MWA MUELLER WTR PRODS INC COM SER A $3100.00%12 12— $310 新建仓
JLL JONES LANG LASALLE INC COM $3100.00%1 1— $310 新建仓
NTAP NETAPP INC COM $3100.00%2 2— $310 新建仓
FOXA FOX CORP CL A COM $3130.00%6 6— $313 新建仓
OVV OVINTIV INC COM $3160.00%6 6— $316 新建仓
BHF BRIGHTHOUSE FINL INC COM $3170.00%5 00.0% — 不变
RNR RENAISSANCERE HLDGS LTD COM $3170.00%1 1— $317 新建仓
EPAM EPAM SYS INC COM $3170.00%4 4— $317 新建仓
VST VISTRA CORP COM $3170.00%2 2— $317 新建仓
BURL BURLINGTON STORES INC COM $3170.00%1 -1-50.0% -$317 重新持有
PFBC PREFERRED BK LOS ANGELES CA COM NEW $3190.00%3 3— $319 新建仓
AGO ASSURED GUARANTY LTD COM $3210.00%4 4— $321 新建仓
SCHL SCHOLASTIC CORP COM $3220.00%7 7— $322 新建仓
LOAR LOAR HOLDINGS INC COM SHS $3220.00%4 4— $322 新建仓
CTKB CYTEK BIOSCIENCES INC COM $3230.00%73 73— $323 新建仓
WOR WORTHINGTON ENTERPRISES INC COM $3230.00%6 6— $323 新建仓
EDIT EDITAS MEDICINE INC COM $3240.00%100 00.0% — 不变
HAFC HANMI FINL CORP COM NEW $3240.00%10 10— $324 新建仓
EXPD EXPEDITORS INTL WASH INC COM $3260.00%2 2— $326 新建仓
WFRD WEATHERFORD INTL PLC ORD SHS $3260.00%4 4— $326 新建仓
SARO STANDARDAERO INC COM $3290.00%11 11— $329 新建仓
FBIN FORTUNE BRANDS INNOVATIONS INC COM $3290.00%6 6— $329 新建仓
CVNA CARVANA CO CL A $3290.00%5 5— $329 新建仓
AMR ALPHA METALLURGICAL RESOUR INC COM $3300.00%2 2— $330 新建仓
NIC NICOLET BANKSHARES INC COM $3310.00%2 2— $331 新建仓
ARI APOLLO COML REAL ESTATE FIN COM $3310.00%31 31— $331 新建仓
NI NISOURCE INC COM $3330.00%7 -316-97.8% -$1.50万 减仓
PRKS UNITED PARKS & RESORTS INC COM $3340.00%7 7— $334 新建仓
SCL STEPAN CO COM $3340.00%6 6— $334 新建仓
MDB MONGODB INC CL A $3360.00%1 1— $336 新建仓
PRGS PROGRESS SOFTWARE CORP COM $3360.00%10 10— $336 新建仓
— CHARGEPOINT HOLDINGS INC COM SHS $3370.00%57 00.0% — 不变
CALY CALLAWAY GOLF CO COM $3380.00%18 18— $338 新建仓
HE HAWAIIAN ELEC INDS INC MTN BE COM $3380.00%25 25— $338 新建仓
RAMP LIVERAMP HLDGS INC COM $3390.00%9 9— $339 新建仓
SAH SONIC AUTOMOTIVE INC CL A $3390.00%4 4— $339 新建仓
GNL GLOBAL NET LEASE INC COM NEW $3400.00%38 38— $340 新建仓
MIR MIRION TECHNOLOGIES INC COM CL A $3410.00%19 19— $341 新建仓
EVR EVERCORE INC CLASS A $3410.00%1 1— $341 新建仓
UTI UNIVERSAL TECHNICAL INST INC COM $3420.00%8 -292-97.3% -$1.25万 重新持有
STAA STAAR SURGICAL CO COM PAR $0.01 $3440.00%12 12— $344 新建仓
JBSS SANFILIPPO JOHN B & SON INC COM $3440.00%4 4— $344 新建仓