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 |
|---|---|---|---|---|---|---|---|---|
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $13.10万 | 0.01% | 572 | 572 | — | $13.10万 | 新建仓 |
| CSX | CSX CORP COM | $13.04万 | 0.01% | 3,177 | 675 | 27.0% | $2.77万 | 加仓 |
| NBTB | NBT BANCORP INC COM | $12.74万 | 0.01% | 2,991 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC COM | $12.51万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC CL A | $12.26万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $12.21万 | 0.01% | 179 | -10 | -5.3% | -$6,822 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $11.88万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA FTSE CHINA 50 | $11.83万 | 0.01% | 5,305 | 5,305 | — | $11.83万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $11.80万 | 0.01% | 1,473 | -150 | -9.2% | -$1.20万 | 减仓 |
| ADBE | ADOBE INC COM | $11.62万 | 0.01% | 478 | -116 | -19.5% | -$2.82万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $11.25万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $11.22万 | 0.01% | 315 | 132 | 72.1% | $4.70万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $11.21万 | 0.01% | 459 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $11.18万 | 0.01% | 1,843 | -1,134 | -38.1% | -$6.88万 | 减仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $10.99万 | 0.01% | 1,572 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC COM | $10.87万 | 0.01% | 2,970 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $10.86万 | 0.01% | 950 | 698 | 277.0% | $7.98万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $10.85万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $10.83万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC COM | $10.78万 | 0.01% | 10,836 | 2,072 | 23.6% | $2.06万 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $10.52万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $10.40万 | 0.01% | 352 | 36 | 11.4% | $1.06万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $10.36万 | 0.01% | 792 | -222 | -21.9% | -$2.91万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $10.19万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $10.12万 | 0.01% | 1,872 | 17 | 0.9% | $919 | 加仓 |
| CTVA | CORTEVA INC COM | $10.03万 | 0.01% | 1,198 | 22 | 1.9% | $1,842 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $9.59万 | 0.01% | 1,663 | -6,370 | -79.3% | -$36.72万 | 减仓 |
| T | AT&T INC COM | $9.56万 | 0.01% | 3,296 | -386 | -10.5% | -$1.12万 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $9.52万 | 0.01% | 685 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $9.37万 | 0.01% | 240 | 117 | 95.1% | $4.57万 | 加仓 |
| AFL | AFLAC INC COM | $9.37万 | 0.01% | 854 | 332 | 63.6% | $3.64万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $9.32万 | 0.01% | 2,874 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $9.31万 | 0.01% | 215 | -60 | -21.8% | -$2.60万 | 减仓 |
| KO | COCA COLA CO COM | $9.28万 | 0.01% | 1,220 | 282 | 30.1% | $2.15万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $9.26万 | 0.01% | 1,667 | 1,667 | — | $9.26万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $9.18万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $9.09万 | 0.01% | 1,841 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $8.99万 | 0.01% | 779 | -2 | -0.3% | -$231 | 减仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $8.96万 | 0.01% | 2,027 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8.89万 | 0.01% | 549 | -123 | -18.3% | -$1.99万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $8.84万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $8.84万 | 0.01% | 1,497 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $8.80万 | 0.01% | 765 | -3 | -0.4% | -$345 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $8.79万 | 0.01% | 1,112 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $8.68万 | 0.01% | 2,397 | 2,397 | — | $8.68万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $8.67万 | 0.01% | 1,533 | 0 | 0.0% | — | 不变 |
| ODC | OIL DRI CORP AMER COM | $8.51万 | 0.01% | 1,308 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $8.41万 | 0.01% | 642 | 140 | 27.9% | $1.83万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $8.39万 | 0.01% | 984 | -200 | -16.9% | -$1.70万 | 减仓 |
| — | RIVERNORTH ACTIVE INCOME ETF | $8.34万 | 0.01% | 10,626 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $8.31万 | 0.01% | 492 | -71 | -12.6% | -$1.20万 | 减仓 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $8.21万 | 0.01% | 944 | 192 | 25.5% | $1.67万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $8.12万 | 0.01% | 445 | -40 | -8.2% | -$7,301 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $8.08万 | 0.01% | 914 | -43 | -4.5% | -$3,802 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $8.05万 | 0.01% | 4,170 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $8.04万 | 0.01% | 858 | 858 | — | $8.04万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $8.03万 | 0.01% | 441 | -349 | -44.2% | -$6.36万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $7.98万 | 0.01% | 9,218 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $7.93万 | 0.01% | 806 | -1 | -0.1% | -$98 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $7.92万 | 0.01% | 408 | -1,066 | -72.3% | -$20.68万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $7.79万 | 0.01% | 374 | -3 | -0.8% | -$625 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $7.55万 | 0.00% | 169 | -5 | -2.9% | -$2,233 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $7.48万 | 0.00% | 1,418 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.45万 | 0.00% | 1,939 | -3,519 | -64.5% | -$13.52万 | 减仓 |
| MCK | MCKESSON CORP COM | $7.42万 | 0.00% | 86 | -79 | -47.9% | -$6.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $7.41万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $7.40万 | 0.00% | 322 | -9 | -2.7% | -$2,068 | 减仓 |
| GL | GLOBE LIFE INC COM | $7.37万 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $7.32万 | 0.00% | 4,334 | 4,334 | — | $7.32万 | 新建仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $7.24万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $7.14万 | 0.00% | 1,559 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $7.14万 | 0.00% | 1,422 | -28 | -1.9% | -$1,405 | 减仓 |
| DOW | DOW HLDGS INC COM | $7.05万 | 0.00% | 1,692 | 18 | 1.1% | $750 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $7.04万 | 0.00% | 355 | -203 | -36.4% | -$4.03万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $6.93万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $6.93万 | 0.00% | 747 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $6.87万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $6.84万 | 0.00% | 251 | -423 | -62.8% | -$11.52万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $6.83万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $6.82万 | 0.00% | 515 | -736 | -58.8% | -$9.75万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $6.64万 | 0.00% | 560 | -660 | -54.1% | -$7.83万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $6.61万 | 0.00% | 745 | 570 | 325.7% | $5.05万 | 加仓 |
| APH | AMPHENOL CORP CL A | $6.54万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $6.54万 | 0.00% | 1,067 | -442 | -29.3% | -$2.71万 | 减仓 |
| SUI | SUN CMNTYS INC COM | $6.41万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $6.27万 | 0.00% | 7,800 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $6.06万 | 0.00% | 1,119 | -51 | -4.4% | -$2,761 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $6.03万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $6.02万 | 0.00% | 2,327 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.98万 | 0.00% | 294 | -9 | -3.0% | -$1,831 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $5.94万 | 0.00% | 2,765 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5.89万 | 0.00% | 940 | 940 | — | $5.89万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $5.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.79万 | 0.00% | 463 | -128 | -21.7% | -$1.60万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $5.74万 | 0.00% | 588 | -124 | -17.4% | -$1.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $5.62万 | 0.00% | 340 | -3,553 | -91.3% | -$58.75万 | 减仓 |
| HL | HECLA MINING COMPANY COM | $5.59万 | 0.00% | 3,001 | 3,001 | — | $5.59万 | 新建仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $5.46万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $5.45万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $5.39万 | 0.00% | 56 | -42 | -42.9% | -$4.04万 | 减仓 |