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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -9,561 | -100.0% | -$162.21万 | 清仓 |
| BMOP | BNY MELLON MUNICIPAL OPPORTUNITIES ETF | $0 | 0.00% | 0 | -53,275 | -100.0% | -$131.22万 | 清仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $0 | 0.00% | 0 | -11,578 | -100.0% | -$108.03万 | 清仓 |
| BHB | BAR HBR BANKSHARES COM | $0 | 0.00% | 0 | -19,692 | -100.0% | -$63.90万 | 清仓 |
| — | PROASSURANCE CORP COM | $0 | 0.00% | 0 | -16,375 | -100.0% | -$40.48万 | 清仓 |
| WSBC | WESBANCO INC COM | $0 | 0.00% | 0 | -7,200 | -100.0% | -$24.83万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -4,112 | -100.0% | -$19.76万 | 清仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $0 | 0.00% | 0 | -3,795 | -100.0% | -$15.49万 | 清仓 |
| SII | SPROTT INC COM NEW | $0 | 0.00% | 0 | -1,003 | -100.0% | -$14.33万 | 清仓 |
| — | PROSHARES ULTRA FTSE CHINA 50 | $0 | 0.00% | 0 | -5,305 | -100.0% | -$11.83万 | 清仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $0 | 0.00% | 0 | -1,667 | -100.0% | -$9.26万 | 清仓 |
| — | RIVERNORTH ACTIVE INCOME ETF | $0 | 0.00% | 0 | -10,626 | -100.0% | -$8.34万 | 清仓 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $0 | 0.00% | 0 | -4,334 | -100.0% | -$7.32万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -2,327 | -100.0% | -$6.02万 | 清仓 |
| SCHH | SCHWAB U.S. REIT ETF | $0 | 0.00% | 0 | -2,765 | -100.0% | -$5.94万 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $0 | 0.00% | 0 | -940 | -100.0% | -$5.89万 | 清仓 |
| HL | HECLA MINING COMPANY COM | $0 | 0.00% | 0 | -3,001 | -100.0% | -$5.59万 | 清仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $0 | 0.00% | 0 | -1,034 | -100.0% | -$4.87万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $0 | 0.00% | 0 | -1,188 | -100.0% | -$4.50万 | 清仓 |
| URI | UNITED RENTALS INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$3.64万 | 清仓 |
| MUSA | MURPHY USA INC COM | $0 | 0.00% | 0 | -65 | -100.0% | -$3.21万 | 清仓 |
| — | INVESCO OIL & GAS SERVICES ETF | $0 | 0.00% | 0 | -753 | -100.0% | -$3.12万 | 清仓 |
| — | TOPBUILD COR COM | $0 | 0.00% | 0 | -88 | -100.0% | -$3.09万 | 清仓 |
| EVMN | EVOMMUNE INC COM SHS | $0 | 0.00% | 0 | -1,147 | -100.0% | -$2.64万 | 清仓 |
| RPM | RPM INTL INC COM | $0 | 0.00% | 0 | -233 | -100.0% | -$2.32万 | 清仓 |
| LAD | LITHIA MTRS INC COM | $0 | 0.00% | 0 | -77 | -100.0% | -$1.92万 | 清仓 |
| TTEK | TETRA TECH INC NEW COM | $0 | 0.00% | 0 | -595 | -100.0% | -$1.79万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $0 | 0.00% | 0 | -1,135 | -100.0% | -$1.74万 | 清仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$1.57万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $0 | 0.00% | 0 | -324 | -100.0% | -$1.52万 | 清仓 |
| LPLA | LPL FINL HLDGS INC COM | $0 | 0.00% | 0 | -48 | -100.0% | -$1.44万 | 清仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $0 | 0.00% | 0 | -506 | -100.0% | -$1.30万 | 清仓 |
| SJM | SMUCKER J M CO COM NEW | $0 | 0.00% | 0 | -132 | -100.0% | -$1.27万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $0 | 0.00% | 0 | -127 | -100.0% | -$9,783 | 清仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $0 | 0.00% | 0 | -351 | -100.0% | -$9,558 | 清仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$7,354 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$6,916 | 清仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $0 | 0.00% | 0 | -84 | -100.0% | -$6,681 | 清仓 |
| MP | MP MATERIALS CORP COM CL A | $0 | 0.00% | 0 | -117 | -100.0% | -$5,646 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$5,460 | 清仓 |
| MAIN | MAIN STR CAP CORP COM | $0 | 0.00% | 0 | -100 | -100.0% | -$5,296 | 清仓 |
| CLX | CLOROX CO DEL COM | $0 | 0.00% | 0 | -50 | -100.0% | -$5,233 | 清仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $0 | 0.00% | 0 | -139 | -100.0% | -$4,690 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -15 | -100.0% | -$4,002 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -51 | -100.0% | -$3,855 | 清仓 |
| EUAD | SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$3,056 | 清仓 |
| CNNE | CANNAE HLDGS INC COM | $0 | 0.00% | 0 | -246 | -100.0% | -$2,797 | 清仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $0 | 0.00% | 0 | -301 | -100.0% | -$2,595 | 清仓 |
| JBI | JANUS INTERNATIONAL GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -500 | -100.0% | -$2,575 | 清仓 |
| ITRN | ITURAN LOCATION AND CONTROL SHS | $0 | 0.00% | 0 | -50 | -100.0% | -$2,451 | 清仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$2,440 | 清仓 |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -89 | -100.0% | -$2,207 | 清仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -26 | -100.0% | -$2,147 | 清仓 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$2,117 | 清仓 |
| ONDS | ONDAS INC COM NEW | $0 | 0.00% | 0 | -200 | -100.0% | -$1,808 | 清仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $0 | 0.00% | 0 | -63 | -100.0% | -$1,637 | 清仓 |
| DOX | AMDOCS LTD SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$1,632 | 清仓 |
| AMBA | AMBARELLA INC SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$1,287 | 清仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$1,278 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$1,255 | 清仓 |
| VFC | V F CORP COM | $0 | 0.00% | 0 | -57 | -100.0% | -$968 | 清仓 |
| JCPI | JPMORGAN INFLATION MANAGED BOND ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$871 | 清仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$481 | 清仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$364 | 清仓 |
| MAT | MATTEL INC COM | $0 | 0.00% | 0 | -24 | -100.0% | -$349 | 清仓 |
| PLUG | PLUG PWR INC COM NEW | $0 | 0.00% | 0 | -100 | -100.0% | -$226 | 清仓 |
| BLDP | BALLARD PWR SYS INC NEW COM | $0 | 0.00% | 0 | -75 | -100.0% | -$182 | 清仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $0 | 0.00% | 0 | -7 | -100.0% | -$62 | 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 |
| TIC | TIC SOLUTIONS INC COM | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| ANGI | ANGI INC CL A NEW | $12 | 0.00% | 2 | 2 | — | $12 | 新建仓 |
| LCID | LUCID GROUP INC COM NEW | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $22 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $22 | 0.00% | 1 | -799 | -99.9% | -$1.76万 | 重新持有 |
| SBSI | SOUTHSIDE BANCSHARES INC COM | $35 | 0.00% | 1 | 1 | — | $35 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW COM | $41 | 0.00% | 1 | 1 | — | $41 | 新建仓 |
| CLB | CORE LABORATORIES INC COM | $47 | 0.00% | 4 | 4 | — | $47 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION COM | $51 | 0.00% | 2 | 2 | — | $51 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC COM | $55 | 0.00% | 2 | -218 | -99.1% | -$5,995 | 重新持有 |
| TOST | TOAST INC CL A | $56 | 0.00% | 2 | 2 | — | $56 | 新建仓 |
| BL | BLACKLINE INC COM | $56 | 0.00% | 2 | 2 | — | $56 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $57 | 0.00% | 2 | 2 | — | $57 | 新建仓 |
| CRSR | CORSAIR GAMING INC COM | $58 | 0.00% | 6 | 6 | — | $58 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $59 | 0.00% | 2 | 2 | — | $59 | 新建仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | $63 | 0.00% | 2 | 2 | — | $63 | 新建仓 |
| WKC | WORLD KINECT CORPORATION COM | $66 | 0.00% | 2 | 2 | — | $66 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $70 | 0.00% | 2 | 2 | — | $70 | 新建仓 |
| HZO | MARINEMAX INC COM | $73 | 0.00% | 2 | 2 | — | $73 | 新建仓 |
| RRC | RANGE RES CORP COM | $74 | 0.00% | 2 | 2 | — | $74 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $74 | 0.00% | 1 | 1 | — | $74 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $75 | 0.00% | 1 | 1 | — | $75 | 新建仓 |
| PRAA | PRA GROUP INC COM | $76 | 0.00% | 4 | 4 | — | $76 | 新建仓 |
| CPF | CENTRAL PAC FINL CORP COM NEW | $76 | 0.00% | 2 | 2 | — | $76 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $76 | 0.00% | 1 | 1 | — | $76 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC COM | $77 | 0.00% | 2 | 2 | — | $77 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $78 | 0.00% | 1 | 1 | — | $78 | 新建仓 |
| P | EVERPURE INC CL A | $79 | 0.00% | 1 | -49 | -98.0% | -$3,871 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $81 | 0.00% | 1 | 1 | — | $81 | 新建仓 |