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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $10.15亿 | 47.21% | 1,477,660 | 18,582 | 1.3% | $1,276.23万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2.47亿 | 11.49% | 1,002,829 | 172,057 | 20.7% | $4,236.21万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $1.94亿 | 9.02% | 1,324,615 | 1,324,377 | 556,460.9% | $1.94亿 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.68亿 | 7.83% | 2,363,851 | 58,478 | 2.5% | $416.66万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $1.40亿 | 6.49% | 1,119,113 | 1,118,711 | 278,286.3% | $1.40亿 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $9,327.68万 | 4.34% | 271,224 | -15,831 | -5.5% | -$544.44万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2,819.48万 | 1.31% | 116,033 | -14,743 | -11.3% | -$358.24万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,547.61万 | 1.19% | 236,723 | 10,701 | 4.7% | $115.16万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $2,201.97万 | 1.02% | 29,487 | -729 | -2.4% | -$54.44万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $2,085.34万 | 0.97% | 565,591 | -39,160 | -6.5% | -$144.38万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,578.63万 | 0.73% | 313,282 | -7,130 | -2.2% | -$35.93万 | 减仓 |
| AAPL | APPLE INC COM | $1,293.22万 | 0.60% | 44,692 | -4,357 | -8.9% | -$126.08万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,122.75万 | 0.52% | 14,992 | 615 | 4.3% | $46.06万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $891.57万 | 0.41% | 24,094 | 3,139 | 15.0% | $116.15万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $510.65万 | 0.24% | 13,690 | -1,449 | -9.6% | -$54.05万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $398.27万 | 0.19% | 46,235 | 665 | 1.5% | $5.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $363.18万 | 0.17% | 7,258 | 1,654 | 29.5% | $82.76万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $356.22万 | 0.17% | 4,837 | 470 | 10.8% | $34.61万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $342.06万 | 0.16% | 9,572 | -166 | -1.7% | -$5.93万 | 减仓 |
| AMZN | AMAZON COM INC COM | $319.20万 | 0.15% | 13,393 | -690 | -4.9% | -$16.45万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $257.59万 | 0.12% | 20,745 | -243 | -1.2% | -$3.02万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $254.30万 | 0.12% | 7,197 | -402 | -5.3% | -$14.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $238.16万 | 0.11% | 7,276 | -1,689 | -18.8% | -$55.29万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $226.17万 | 0.11% | 8,905 | -4,672 | -34.4% | -$118.66万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $185.77万 | 0.09% | 17,883 | 1,550 | 9.5% | $16.10万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $182.51万 | 0.08% | 11,549 | 158 | 1.4% | $2.50万 | 加仓 |
| DTE | DTE ENERGY CO COM | $181.05万 | 0.08% | 11,882 | 461 | 4.0% | $7.02万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $178.53万 | 0.08% | 33,043 | -192 | -0.6% | -$1.04万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $153.09万 | 0.07% | 12,809 | 697 | 5.8% | $8.33万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $152.39万 | 0.07% | 7,999 | -976 | -10.9% | -$18.59万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $144.16万 | 0.07% | 48,983 | 12,064 | 32.7% | $35.50万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $139.67万 | 0.06% | 4,608 | -141 | -3.0% | -$4.27万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $139.38万 | 0.06% | 17,299 | 1,011 | 6.2% | $8.15万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $137.74万 | 0.06% | 4,497 | -1,564 | -25.8% | -$47.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $130.19万 | 0.06% | 1,392 | -199 | -12.5% | -$18.61万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $128.34万 | 0.06% | 5,889 | 2,549 | 76.3% | $55.55万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $127.32万 | 0.06% | 3,481 | -384 | -9.9% | -$14.04万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $125.50万 | 0.06% | 12,207 | 4 | 0.0% | $411 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $122.93万 | 0.06% | 8,289 | -352 | -4.1% | -$5.22万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $122.61万 | 0.06% | 10,304 | 445 | 4.5% | $5.30万 | 加仓 |
| PEP | PEPSICO INC COM | $121.16万 | 0.06% | 8,949 | -861 | -8.8% | -$11.66万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $120.41万 | 0.06% | 10,248 | -361 | -3.4% | -$4.24万 | 减仓 |
| META | META PLATFORMS INC CL A | $120.21万 | 0.06% | 2,134 | -35 | -1.6% | -$1.97万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $118.25万 | 0.06% | 21,496 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $110.08万 | 0.05% | 2,914 | 657 | 29.1% | $24.82万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $109.36万 | 0.05% | 34,489 | -1,000 | -2.8% | -$3.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $107.59万 | 0.05% | 5,377 | -998 | -15.7% | -$19.97万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $105.64万 | 0.05% | 13,699 | -1,046 | -7.1% | -$8.07万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $105.07万 | 0.05% | 9,524 | 28 | 0.3% | $3,089 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $104.03万 | 0.05% | 7,094 | 356 | 5.3% | $5.22万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $103.56万 | 0.05% | 7,574 | 7,574 | — | $103.56万 | 新建仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $102.24万 | 0.05% | 7,434 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $100.62万 | 0.05% | 839 | -120 | -12.5% | -$14.39万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $100.25万 | 0.05% | 4,135 | -15 | -0.4% | -$3,637 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $98.16万 | 0.05% | 2,649 | -38 | -1.4% | -$1.41万 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $97.67万 | 0.05% | 3,538 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $88.08万 | 0.04% | 2,931 | 140 | 5.0% | $4.21万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $87.71万 | 0.04% | 12,547 | -799 | -6.0% | -$5.59万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $83.68万 | 0.04% | 30,209 | 6,139 | 25.5% | $17.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $83.55万 | 0.04% | 2,971 | -25 | -0.8% | -$7,031 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $81.98万 | 0.04% | 14,658 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $81.80万 | 0.04% | 2,598 | -163 | -5.9% | -$5.13万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $81.00万 | 0.04% | 1,978 | 90 | 4.8% | $3.69万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $79.24万 | 0.04% | 3,349 | -540 | -13.9% | -$12.78万 | 减仓 |
| CSCO | CISCO SYS INC COM | $78.65万 | 0.04% | 6,696 | -187 | -2.7% | -$2.20万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $78.59万 | 0.04% | 1,087 | 991 | 1,032.3% | $71.65万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $78.18万 | 0.04% | 14,817 | 3,269 | 28.3% | $17.25万 | 加仓 |
| HD | HOME DEPOT INC COM | $77.54万 | 0.04% | 2,199 | -420 | -16.0% | -$14.81万 | 减仓 |
| AMGN | AMGEN INC COM | $76.37万 | 0.04% | 2,109 | 17 | 0.8% | $6,156 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $75.48万 | 0.04% | 9,860 | 3,539 | 56.0% | $27.09万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $75.02万 | 0.03% | 3,304 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $69.56万 | 0.03% | 989 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $68.42万 | 0.03% | 4,165 | -893 | -17.7% | -$14.67万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $68.16万 | 0.03% | 4,987 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $67.39万 | 0.03% | 1,803 | 57 | 3.3% | $2.13万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $64.33万 | 0.03% | 19,010 | -8,335 | -30.5% | -$28.21万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $64.30万 | 0.03% | 8,515 | 3,164 | 59.1% | $23.89万 | 加仓 |
| GEV | GE VERNOVA INC COM | $63.39万 | 0.03% | 540 | 243 | 81.8% | $28.52万 | 加仓 |
| ORCL | ORACLE CORP COM | $63.28万 | 0.03% | 4,318 | -883 | -17.0% | -$12.94万 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $62.51万 | 0.03% | 4,260 | -98 | -2.2% | -$1.44万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $62.37万 | 0.03% | 3,492 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $62.25万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $59.83万 | 0.03% | 6,808 | -1,385 | -16.9% | -$12.17万 | 减仓 |
| DIS | DISNEY WALT CO COM | $59.60万 | 0.03% | 6,192 | -124 | -2.0% | -$1.19万 | 减仓 |
| ABBV | ABBVIE INC COM | $59.25万 | 0.03% | 2,355 | -564 | -19.3% | -$14.19万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $55.41万 | 0.03% | 2,604 | 21 | 0.8% | $4,468 | 加仓 |
| CMS | CMS ENERGY CORP COM | $54.74万 | 0.03% | 7,156 | 55 | 0.8% | $4,208 | 加仓 |
| DHR | DANAHER CORP DEL COM | $54.13万 | 0.03% | 2,842 | 22 | 0.8% | $4,191 | 加仓 |
| KLAC | KLA CORP COM NEW | $53.41万 | 0.02% | 1,770 | -270 | -13.2% | -$8.15万 | 减仓 |
| AON | AON PLC SHS CL A | $53.30万 | 0.02% | 1,607 | 1 | 0.1% | $332 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $53.13万 | 0.02% | 17,085 | 7,231 | 73.4% | $22.49万 | 加仓 |
| UNP | UNION PAC CORP COM | $51.30万 | 0.02% | 1,886 | -398 | -17.4% | -$10.83万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $50.30万 | 0.02% | 4,043 | 2,191 | 118.3% | $27.26万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $48.67万 | 0.02% | 16,805 | 2,572 | 18.1% | $7.45万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $47.90万 | 0.02% | 5,720 | 191 | 3.5% | $1.60万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $47.64万 | 0.02% | 2,411 | -1,053 | -30.4% | -$20.81万 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $47.50万 | 0.02% | 1,736 | -66 | -3.7% | -$1.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $47.46万 | 0.02% | 817 | 523 | 177.9% | $30.38万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $47.25万 | 0.02% | 5,527 | -555 | -9.1% | -$4.74万 | 减仓 |