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 |
|---|---|---|---|---|---|---|---|---|
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $45.58万 | 0.02% | 2,995 | -48 | -1.6% | -$7,305 | 减仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $43.28万 | 0.02% | 3,094 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $42.96万 | 0.02% | 4,895 | 674 | 16.0% | $5.92万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $42.37万 | 0.02% | 1,680 | -10 | -0.6% | -$2,522 | 减仓 |
| WMT | WALMART INC COM | $42.03万 | 0.02% | 3,711 | -2,209 | -37.3% | -$25.02万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $41.90万 | 0.02% | 1,894 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $41.76万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $39.87万 | 0.02% | 2,405 | -727 | -23.2% | -$12.05万 | 减仓 |
| GLD | SPDR GOLD SHARES | $39.01万 | 0.02% | 1,059 | 45 | 4.4% | $1.66万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $38.23万 | 0.02% | 3,958 | -221 | -5.3% | -$2.13万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $37.62万 | 0.02% | 788 | 750 | 1,973.7% | $35.81万 | 加仓 |
| FTNT | FORTINET INC COM | $37.33万 | 0.02% | 2,430 | -436 | -15.2% | -$6.70万 | 减仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $35.79万 | 0.02% | 3,743 | 1,671 | 80.6% | $15.98万 | 加仓 |
| QCOM | QUALCOMM INC COM | $35.77万 | 0.02% | 1,936 | 42 | 2.2% | $7,760 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $35.68万 | 0.02% | 2,283 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $35.14万 | 0.02% | 3,672 | -532 | -12.7% | -$5.09万 | 减仓 |
| F | FORD MTR CO COM | $34.68万 | 0.02% | 24,949 | 1,525 | 6.5% | $2.12万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $34.64万 | 0.02% | 7,810 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $34.46万 | 0.02% | 1,275 | -185 | -12.7% | -$5.00万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $34.19万 | 0.02% | 448 | 208 | 86.7% | $15.87万 | 加仓 |
| TSLA | TESLA INC COM | $31.72万 | 0.01% | 754 | -134 | -15.1% | -$5.64万 | 减仓 |
| INTC | INTEL CORP COM | $31.70万 | 0.01% | 2,271 | -1,170 | -34.0% | -$16.33万 | 减仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $31.55万 | 0.01% | 3,453 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $30.44万 | 0.01% | 5,926 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $30.29万 | 0.01% | 1,840 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $30.09万 | 0.01% | 3,672 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $29.90万 | 0.01% | 987 | -200 | -16.8% | -$6.06万 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $29.81万 | 0.01% | 4,944 | 4,944 | — | $29.81万 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $29.54万 | 0.01% | 1,346 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $29.44万 | 0.01% | 15,975 | 15,975 | — | $29.44万 | 新建仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $29.30万 | 0.01% | 10,831 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $28.70万 | 0.01% | 5,146 | -1,898 | -26.9% | -$10.59万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $28.63万 | 0.01% | 548 | -202 | -26.9% | -$10.55万 | 减仓 |
| V | VISA INC COM CL A | $28.45万 | 0.01% | 829 | -68 | -7.6% | -$2.33万 | 减仓 |
| GLW | CORNING INC COM | $28.43万 | 0.01% | 1,113 | -738 | -39.9% | -$18.85万 | 减仓 |
| NFLX | NETFLIX INC. COM | $28.21万 | 0.01% | 3,951 | 412 | 11.6% | $2.94万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $28.11万 | 0.01% | 831 | -82 | -9.0% | -$2.77万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $27.33万 | 0.01% | 917 | 509 | 124.8% | $15.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $27.28万 | 0.01% | 531 | 11 | 2.1% | $5,651 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $26.98万 | 0.01% | 6,661 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $26.91万 | 0.01% | 11,175 | 803 | 7.7% | $1.93万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $26.36万 | 0.01% | 2,554 | -146 | -5.4% | -$1.51万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $25.88万 | 0.01% | 623 | -133 | -17.6% | -$5.53万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $25.66万 | 0.01% | 3,116 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $25.50万 | 0.01% | 2,764 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $24.55万 | 0.01% | 387 | -369 | -48.8% | -$23.41万 | 减仓 |
| RTX | RTX CORPORATION COM | $24.46万 | 0.01% | 1,289 | -557 | -30.2% | -$10.57万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $24.26万 | 0.01% | 248 | -144 | -36.7% | -$14.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $24.15万 | 0.01% | 2,662 | -1,476 | -35.7% | -$13.39万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $24.07万 | 0.01% | 367 | 299 | 439.7% | $19.61万 | 加仓 |
| LOW | LOWES COS INC COM | $23.77万 | 0.01% | 1,078 | -607 | -36.0% | -$13.38万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $23.66万 | 0.01% | 1,056 | 18 | 1.7% | $4,032 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $23.55万 | 0.01% | 1,721 | -1,687 | -49.5% | -$23.08万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $23.52万 | 0.01% | 597 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $23.11万 | 0.01% | 542 | -662 | -55.0% | -$28.22万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $22.88万 | 0.01% | 671 | 209 | 45.2% | $7.13万 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $22.35万 | 0.01% | 3,335 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $22.16万 | 0.01% | 192 | 177 | 1,180.0% | $20.43万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $22.03万 | 0.01% | 3,900 | 3,900 | — | $22.03万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.33万 | 0.01% | 6,408 | 4,469 | 230.5% | $14.88万 | 加仓 |
| DON | WISDOMTREE U.S. MIDCAP DIVIDEND FUND | $20.60万 | 0.01% | 3,645 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $20.58万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC COM | $20.27万 | 0.01% | 10,836 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $20.26万 | 0.01% | 2,652 | 393 | 17.4% | $3.00万 | 加仓 |
| YUM | YUM BRANDS INC COM | $20.21万 | 0.01% | 1,264 | 1 | 0.1% | $160 | 加仓 |
| AROW | ARROW FINL CORP COM | $20.11万 | 0.01% | 4,905 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $19.71万 | 0.01% | 2,881 | 2,570 | 826.4% | $17.58万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $19.69万 | 0.01% | 574 | 448 | 355.6% | $15.37万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $19.59万 | 0.01% | 5,421 | -2,231 | -29.2% | -$8.06万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $19.15万 | 0.01% | 636 | 1 | 0.2% | $301 | 加仓 |
| CAT | CATERPILLAR INC COM | $19.06万 | 0.01% | 179 | -277 | -60.7% | -$29.50万 | 减仓 |
| ANDE | ANDERSONS INC COM | $18.86万 | 0.01% | 2,758 | 8 | 0.3% | $547 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $18.24万 | 0.01% | 4,793 | 1,919 | 66.8% | $7.30万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $17.91万 | 0.01% | 3,178 | -2,736 | -46.3% | -$15.42万 | 减仓 |
| EXC | EXELON CORP COM | $17.91万 | 0.01% | 3,842 | 3,785 | 6,640.4% | $17.64万 | 重新持有 |
| TJX | TJX COS INC NEW COM | $17.80万 | 0.01% | 1,175 | -305 | -20.6% | -$4.62万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $17.71万 | 0.01% | 89 | 72 | 423.5% | $14.32万 | 加仓 |
| PSA | PUBLIC STORAGE COM | $17.67万 | 0.01% | 555 | 12 | 2.2% | $3,820 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $17.05万 | 0.01% | 6,220 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $16.91万 | 0.01% | 2,046 | -1,980 | -49.2% | -$16.36万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $16.80万 | 0.01% | 989 | 980 | 10,888.9% | $16.64万 | 加仓 |
| MRK | MERCK & CO INC COM | $16.58万 | 0.01% | 1,290 | -352 | -21.4% | -$4.52万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $16.57万 | 0.01% | 453 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $16.48万 | 0.01% | 1,039 | 87 | 9.1% | $1.38万 | 加仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $16.46万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $16.24万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $16.17万 | 0.01% | 1,675 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $16.04万 | 0.01% | 2,117 | -653 | -23.6% | -$4.95万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $15.78万 | 0.01% | 2,769 | 22 | 0.8% | $1,254 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $15.69万 | 0.01% | 368 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $15.61万 | 0.01% | 1,926 | 1,926 | — | $15.61万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $15.47万 | 0.01% | 8,728 | 7 | 0.1% | $124 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $15.34万 | 0.01% | 1,562 | 1,562 | — | $15.34万 | 新建仓 |
| CSX | CSX CORP COM | $15.29万 | 0.01% | 3,216 | 39 | 1.2% | $1,854 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $15.12万 | 0.01% | 1,559 | 14 | 0.9% | $1,358 | 加仓 |
| SPGM | STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | $15.02万 | 0.01% | 1,753 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $14.98万 | 0.01% | 1,854 | 1,225 | 194.8% | $9.90万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $14.97万 | 0.01% | 7,829 | 3,659 | 87.7% | $7.00万 | 加仓 |
| IDA | IDACORP INC COM | $14.87万 | 0.01% | 983 | -83 | -7.8% | -$1.26万 | 减仓 |
| NBTB | NBT BANCORP INC COM | $14.77万 | 0.01% | 2,991 | 0 | 0.0% | — | 不变 |