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
SAFE SAFEHOLD INC COM $1570.00%10 10— $157 新建仓
UVV UNIVERSAL CORP VA MTNS BK ENT COM $1570.00%3 3— $157 新建仓
AORT ARTIVION INC COM $1570.00%7 7— $157 新建仓
LAMR LAMAR ADVERTISING CO CL A $1560.00%1 1— $156 新建仓
CFR CULLEN FROST BANKERS INC COM $1550.00%1 1— $155 新建仓
NVRI ENVIRI CORP COM $1540.00%7 7— $154 新建仓
BSY BENTLEY SYS INC COM CL B $1490.00%5 5— $149 新建仓
BRSL BRIGHTSTAR LOTTERY PLC SHS USD $1480.00%14 00.0% — 不变
SHOE SHOE STA GROUP INC COM $1480.00%10 10— $148 新建仓
WPC WP CAREY INC COM $1430.00%2 2— $143 新建仓
ZS ZSCALER INC COM $1410.00%1 1— $141 新建仓
WRB BERKLEY W R CORP COM $1410.00%2 2— $141 新建仓
TTAN SERVICETITAN INC SHS CL A $1410.00%2 2— $141 新建仓
SSTK SHUTTERSTOCK INC COM $1400.00%10 10— $140 新建仓
SW SMURFIT WESTROCK PLC SHS $1390.00%3 3— $139 新建仓
MNRO MONRO INC COM $1370.00%8 8— $137 新建仓
UAL UNITED AIRLS HLDGS INC COM $1360.00%1 1— $136 新建仓
FOXF FOX FACTORY HLDG CORP COM $1360.00%8 8— $136 新建仓
THRM GENTHERM INC COM $1360.00%4 4— $136 新建仓
LZ LEGALZOOM COM INC COM $1350.00%22 -1,163-98.1% -$7,137 重新持有
CNP CENTERPOINT ENERGY INC COM $1320.00%3 -646-99.5% -$2.84万 减仓
MCRI MONARCH CASINO & RESORT INC COM $1320.00%1 1— $132 新建仓
IT GARTNER INC COM $1300.00%1 1— $130 新建仓
AMCR AMCOR PLC COM NEW $1300.00%3 3— $130 新建仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $1300.00%2 2— $130 新建仓
RES RPC INC COM $1280.00%22 22— $128 新建仓
DEA EASTERLY GOVT PPTYS INC COM SHS $1250.00%5 5— $125 新建仓
CCOI COGENT COMM HOLDINGS INC COM NEW $1250.00%9 9— $125 新建仓
VTOL BRISTOW GROUP INC COM $1240.00%3 3— $124 新建仓
FTV FORTIVE CORP COM $1220.00%2 -16-88.9% -$976 重新持有
PCOR PROCORE TECHNOLOGIES INC COM $1220.00%3 3— $122 新建仓
EFC ELLINGTON FINANCIAL INC COM $1220.00%9 9— $122 新建仓
DLTR DOLLAR TREE INC COM $1210.00%1 -2-66.7% -$242 重新持有
SHEN SHENANDOAH TELECOMMUNICATIONS COM $1210.00%8 8— $121 新建仓
CCC CCC INTELLIGENT SOLUTIONS HLD COM $1190.00%23 16228.6% $83 重新持有
DG DOLLAR GEN CORP COM $1150.00%1 -21-95.5% -$2,415 重新持有
L LOEWS CORP COM $1130.00%1 1— $113 新建仓
CSR CENTERSPACE COM $1120.00%2 2— $112 新建仓
SHAK SHAKE SHACK INC CL A $1120.00%2 2— $112 新建仓
CX CEMEX SAB DE CV SPON ADR NEW $1080.00%9 00.0% — 不变
AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A $1040.00%6 6— $104 新建仓
USFD US FOODS HLDG CORP COM $1020.00%1 1— $102 新建仓
FCF FIRST COMWLTH FINL CORP PA COM $1020.00%5 5— $102 新建仓
GOGO GOGO INC COM $960.00%31 31— $96 新建仓
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $950.00%1 1— $95 新建仓
MTUS METALLUS INC COM $930.00%5 5— $93 新建仓
CMP COMPASS MINERALS INTL INC COM $930.00%3 3— $93 新建仓
WU WESTERN UN CO COM $920.00%12 12— $92 新建仓
REX REX AMERICAN RES CORP COM $900.00%2 2— $90 新建仓
JBGS JBG SMITH PPTYS COM $880.00%6 6— $88 新建仓
HTZ HERTZ GLOBAL HLDGS INC COM NEW $860.00%38 38— $86 新建仓
CYTK CYTOKINETICS INC COM NEW $850.00%1 -12-92.3% -$1,020 重新持有
DMC DEL MONTE CORP ORD $840.00%3 3— $84 新建仓
— SOLIGENIX INC COM NEW $830.00%209 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $830.00%22 22— $83 新建仓
AESI ATLAS ENERGY SOLUTIONS INC COM NEW $830.00%5 5— $83 新建仓
— CANOPY GROWTH CORPORATION COM NEW $820.00%86 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP COM $810.00%1 1— $81 新建仓
P EVERPURE INC CL A $790.00%1 -49-98.0% -$3,871 减仓
HALO HALOZYME THERAPEUTICS INC COM $780.00%1 1— $78 新建仓
WTRG ESSENTIAL UTILS INC COM $770.00%2 2— $77 新建仓
PRAA PRA GROUP INC COM $760.00%4 4— $76 新建仓
CPF CENTRAL PAC FINL CORP COM NEW $760.00%2 2— $76 新建仓
LNT ALLIANT ENERGY CORP COM $760.00%1 1— $76 新建仓
AIG AMERICAN INTL GROUP INC COM NEW $750.00%1 1— $75 新建仓
RRC RANGE RES CORP COM $740.00%2 2— $74 新建仓
BBIO BRIDGEBIO PHARMA INC COM $740.00%1 1— $74 新建仓
HZO MARINEMAX INC COM $730.00%2 2— $73 新建仓
AR ANTERO RESOURCES CORP COM $700.00%2 2— $70 新建仓
WKC WORLD KINECT CORPORATION COM $660.00%2 2— $66 新建仓
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $630.00%2 2— $63 新建仓
SMCI SUPER MICRO COMPUTER INC COM NEW $590.00%2 2— $59 新建仓
CRSR CORSAIR GAMING INC COM $580.00%6 6— $58 新建仓
U UNITY SOFTWARE INC COM $570.00%2 2— $57 新建仓
TOST TOAST INC CL A $560.00%2 2— $56 新建仓
BL BLACKLINE INC COM $560.00%2 2— $56 新建仓
HSTM HEALTHSTREAM INC COM $550.00%2 -218-99.1% -$5,995 重新持有
GIL GILDAN ACTIVEWEAR INC COM $520.00%1 00.0% — 不变
FHN FIRST HORIZON CORPORATION COM $510.00%2 2— $51 新建仓
CLB CORE LABORATORIES INC COM $470.00%4 4— $47 新建仓
DVN DEVON ENERGY CORP NEW COM $410.00%1 1— $41 新建仓
SBSI SOUTHSIDE BANCSHARES INC COM $350.00%1 1— $35 新建仓
IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT $220.00%3 00.0% — 不变
GME GAMESTOP CORP CL A $220.00%1 -799-99.9% -$1.76万 重新持有
LCID LUCID GROUP INC COM NEW $130.00%2 00.0% — 不变
ANGI ANGI INC CL A NEW $120.00%2 2— $12 新建仓
TIC TIC SOLUTIONS INC COM $80.00%1 1— $8 新建仓
— AURORA CANNABIS INC COM $30.00%1 00.0% — 不变
— SKYE BIOSCIENCE INC COM NEW $20.00%3 00.0% — 不变
— EXXON MOBIL CORP COM $00.00%0 -9,561-100.0% -$162.21万 清仓
BMOP BNY MELLON MUNICIPAL OPPORTUNITIES ETF $00.00%0 -53,275-100.0% -$131.22万 清仓
TD TORONTO DOMINION BK ONT COM NEW $00.00%0 -11,578-100.0% -$108.03万 清仓
BHB BAR HBR BANKSHARES COM $00.00%0 -19,692-100.0% -$63.90万 清仓
— PROASSURANCE CORP COM $00.00%0 -16,375-100.0% -$40.48万 清仓
WSBC WESBANCO INC COM $00.00%0 -7,200-100.0% -$24.83万 清仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $00.00%0 -4,112-100.0% -$19.76万 清仓
XCEM COLUMBIA EM CORE EX-CHINA ETF $00.00%0 -3,795-100.0% -$15.49万 清仓
SII SPROTT INC COM NEW $00.00%0 -1,003-100.0% -$14.33万 清仓
— PROSHARES ULTRA FTSE CHINA 50 $00.00%0 -5,305-100.0% -$11.83万 清仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $00.00%0 -1,667-100.0% -$9.26万 清仓