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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO COM | $42.59万 | 0.03% | 756 | -153 | -16.8% | -$8.62万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $42.48万 | 0.03% | 4,138 | -723 | -14.9% | -$7.42万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $41.52万 | 0.03% | 5,529 | 584 | 11.8% | $4.39万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $41.16万 | 0.03% | 5,590 | 5,544 | 12,052.2% | $40.83万 | 加仓 |
| SO | SOUTHERN CO COM | $40.58万 | 0.03% | 4,204 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP COM | $40.48万 | 0.03% | 16,375 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $39.82万 | 0.03% | 1,685 | 1,349 | 401.5% | $31.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $39.20万 | 0.03% | 4,221 | -3,729 | -46.9% | -$34.63万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $37.83万 | 0.02% | 4,179 | -61 | -1.4% | -$5,523 | 减仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $37.72万 | 0.02% | 3,094 | 425 | 15.9% | $5.18万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $35.91万 | 0.02% | 1,894 | -30 | -1.6% | -$5,688 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $35.73万 | 0.02% | 14,233 | 35 | 0.2% | $879 | 加仓 |
| RTX | RTX CORPORATION COM | $35.61万 | 0.02% | 1,846 | -780 | -29.7% | -$15.05万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $35.09万 | 0.02% | 392 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $34.74万 | 0.02% | 750 | 201 | 36.6% | $9.31万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $34.57万 | 0.02% | 2,283 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $34.03万 | 0.02% | 3,539 | 306 | 9.5% | $2.94万 | 加仓 |
| GWW | WW GRAINGER INC COM | $33.49万 | 0.02% | 307 | 52 | 20.4% | $5.67万 | 加仓 |
| TSLA | TESLA INC COM | $33.02万 | 0.02% | 888 | -170 | -16.1% | -$6.32万 | 减仓 |
| CAT | CATERPILLAR INC COM | $32.32万 | 0.02% | 456 | -521 | -53.3% | -$36.93万 | 减仓 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $32.31万 | 0.02% | 7,044 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $32.05万 | 0.02% | 4,026 | -695 | -14.7% | -$5.53万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $31.10万 | 0.02% | 10,831 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $30.66万 | 0.02% | 1,690 | 10 | 0.6% | $1,814 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $30.35万 | 0.02% | 7,810 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $30.04万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $30.02万 | 0.02% | 5,926 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $29.28万 | 0.02% | 3,453 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $29.13万 | 0.02% | 10,372 | 4,937 | 90.8% | $13.86万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $28.21万 | 0.02% | 1,187 | 391 | 49.1% | $9.29万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $27.63万 | 0.02% | 913 | 82 | 9.9% | $2.48万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $27.48万 | 0.02% | 5,914 | 4,292 | 264.6% | $19.94万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $27.44万 | 0.02% | 9,854 | -492 | -4.8% | -$1.37万 | 减仓 |
| ALL | ALLSTATE CORP COM | $27.38万 | 0.02% | 1,321 | 285 | 27.5% | $5.91万 | 加仓 |
| V | VISA INC COM CL A | $27.12万 | 0.02% | 897 | -1,750 | -66.1% | -$52.91万 | 减仓 |
| F | FORD MTR CO COM | $27.03万 | 0.02% | 23,424 | 90 | 0.4% | $1,039 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $26.82万 | 0.02% | 1,840 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $26.04万 | 0.02% | 3,672 | 2,513 | 216.8% | $17.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $25.99万 | 0.02% | 520 | -221 | -29.8% | -$11.05万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $25.98万 | 0.02% | 2,764 | -2,932 | -51.5% | -$27.55万 | 减仓 |
| GEV | GE VERNOVA INC COM | $25.88万 | 0.02% | 297 | -109 | -26.8% | -$9.50万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $25.82万 | 0.02% | 1,346 | -525 | -28.1% | -$10.07万 | 减仓 |
| GLW | CORNING INC COM | $25.17万 | 0.02% | 1,851 | -1,315 | -41.5% | -$17.88万 | 减仓 |
| WSBC | WESBANCO INC COM | $24.83万 | 0.02% | 7,200 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $24.41万 | 0.02% | 2,240 | -330 | -12.8% | -$3.60万 | 减仓 |
| QCOM | QUALCOMM INC COM | $24.39万 | 0.02% | 1,894 | -613 | -24.5% | -$7.89万 | 减仓 |
| TJX | TJX COS INC NEW COM | $23.64万 | 0.02% | 1,480 | -2,076 | -58.4% | -$33.15万 | 减仓 |
| FTNT | FORTINET INC COM | $23.42万 | 0.02% | 2,866 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $22.94万 | 0.01% | 6,661 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $22.93万 | 0.01% | 2,700 | -126 | -4.5% | -$1.07万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $22.25万 | 0.01% | 7,652 | 2,598 | 51.4% | $7.55万 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $22.16万 | 0.01% | 3,116 | 2,865 | 1,141.4% | $20.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $21.48万 | 0.01% | 437 | -31 | -6.6% | -$1.52万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $21.27万 | 0.01% | 1,076 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $21.10万 | 0.01% | 1,038 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $21.01万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $20.63万 | 0.01% | 1,852 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $20.56万 | 0.01% | 3,335 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $20.46万 | 0.01% | 756 | -88 | -10.4% | -$2.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $20.23万 | 0.01% | 7,046 | -668 | -8.7% | -$1.92万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $19.76万 | 0.01% | 4,112 | 3,853 | 1,487.6% | $18.51万 | 加仓 |
| MRK | MERCK & CO INC COM | $19.75万 | 0.01% | 1,642 | -1,918 | -53.9% | -$23.07万 | 减仓 |
| ANDE | ANDERSONS INC COM | $19.74万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $19.64万 | 0.01% | 1,263 | -2,967 | -70.1% | -$46.15万 | 减仓 |
| — | HONEYWELL INTL INC COM | $19.46万 | 0.01% | 861 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $19.44万 | 0.01% | 2,770 | -280 | -9.2% | -$1.97万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $19.15万 | 0.01% | 3,645 | 3,645 | — | $19.15万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $19.15万 | 0.01% | 2,810 | -328 | -10.5% | -$2.23万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $19.13万 | 0.01% | 226 | 146 | 182.5% | $12.36万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $19.04万 | 0.01% | 1,224 | -154 | -11.2% | -$2.40万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $18.73万 | 0.01% | 597 | -12 | -2.0% | -$3,766 | 减仓 |
| COP | CONOCOPHILLIPS COM | $18.26万 | 0.01% | 1,383 | -700 | -33.6% | -$9.24万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $18.20万 | 0.01% | 2,072 | -833 | -28.7% | -$7.32万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $18.13万 | 0.01% | 1,311 | -101 | -7.2% | -$1.40万 | 减仓 |
| OKE | ONEOK INC NEW COM | $17.86万 | 0.01% | 1,976 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $16.88万 | 0.01% | 1,244 | 1,094 | 729.3% | $14.85万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $16.72万 | 0.01% | 1,508 | -245 | -14.0% | -$2.72万 | 减仓 |
| AROW | ARROW FINL CORP COM | $16.47万 | 0.01% | 4,905 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $16.42万 | 0.01% | 2,259 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $15.85万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $15.71万 | 0.01% | 500 | 500 | — | $15.71万 | 新建仓 |
| XCEM | COLUMBIA EM CORE EX-CHINA ETF | $15.49万 | 0.01% | 3,795 | 3,795 | — | $15.49万 | 新建仓 |
| IDA | IDACORP INC COM | $15.24万 | 0.01% | 1,066 | 166 | 18.4% | $2.37万 | 加仓 |
| BA | BOEING CO COM | $15.22万 | 0.01% | 765 | -55 | -6.7% | -$1.09万 | 减仓 |
| INTC | INTEL CORP COM | $15.18万 | 0.01% | 3,441 | -389 | -10.2% | -$1.72万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $15.15万 | 0.01% | 7,317 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $14.98万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $14.71万 | 0.01% | 543 | 2 | 0.4% | $542 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $14.58万 | 0.01% | 560 | 226 | 67.7% | $5.88万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $14.41万 | 0.01% | 453 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC COM NEW | $14.33万 | 0.01% | 1,003 | 1,003 | — | $14.33万 | 新建仓 |
| GM | GENERAL MTRS CO COM | $14.01万 | 0.01% | 1,881 | 3 | 0.2% | $224 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $13.99万 | 0.01% | 4,171 | 3,831 | 1,126.8% | $12.85万 | 加仓 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $13.97万 | 0.01% | 1,675 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $13.96万 | 0.01% | 952 | -195 | -17.0% | -$2.86万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $13.78万 | 0.01% | 3,238 | 3,238 | — | $13.78万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $13.65万 | 0.01% | 8,721 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $13.64万 | 0.01% | 368 | -128 | -25.8% | -$4.74万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $13.39万 | 0.01% | 2,747 | -1,278 | -31.8% | -$6.23万 | 减仓 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $13.27万 | 0.01% | 1,753 | 0 | 0.0% | — | 不变 |