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 |
|---|---|---|---|---|---|---|---|---|
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $14.66万 | 0.01% | 1,250 | -990 | -44.2% | -$11.61万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $14.58万 | 0.01% | 7,266 | -51 | -0.7% | -$1,023 | 减仓 |
| GM | GENERAL MTRS CO COM | $14.55万 | 0.01% | 1,888 | 7 | 0.4% | $540 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $14.50万 | 0.01% | 1,250 | 1,250 | — | $14.50万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $14.47万 | 0.01% | 2,707 | -103 | -3.7% | -$5,507 | 减仓 |
| COP | CONOCOPHILLIPS COM | $14.42万 | 0.01% | 1,387 | 4 | 0.3% | $416 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $14.18万 | 0.01% | 253 | 13 | 5.4% | $7,288 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $13.49万 | 0.01% | 269 | -168 | -38.4% | -$8.42万 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $13.41万 | 0.01% | 3,238 | 0 | 0.0% | — | 不变 |
| ODC | OIL DRI CORP AMER COM | $13.37万 | 0.01% | 1,308 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $13.37万 | 0.01% | 460 | 1 | 0.2% | $291 | 加仓 |
| HUBB | HUBBELL INC COM | $13.34万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $13.00万 | 0.01% | 1,569 | 1,115 | 245.6% | $9.24万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $12.92万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $12.88万 | 0.01% | 127 | -99 | -43.8% | -$10.04万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $12.75万 | 0.01% | 781 | 2 | 0.3% | $327 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $12.63万 | 0.01% | 485 | 4 | 0.8% | $1,042 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $12.60万 | 0.01% | 1,224 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $12.40万 | 0.01% | 554 | -307 | -35.7% | -$6.87万 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $12.39万 | 0.01% | 950 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $12.36万 | 0.01% | 2,445 | 2,445 | — | $12.36万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $12.25万 | 0.01% | 554 | 554 | — | $12.25万 | 新建仓 |
| AFL | AFLAC INC COM | $12.08万 | 0.01% | 1,030 | 176 | 20.6% | $2.06万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $11.93万 | 0.01% | 1,999 | 127 | 6.8% | $7,581 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $11.93万 | 0.01% | 441 | -119 | -21.2% | -$3.22万 | 减仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $11.89万 | 0.01% | 1,572 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $11.84万 | 0.01% | 463 | 4 | 0.9% | $1,023 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $11.76万 | 0.01% | 1,030 | 470 | 83.9% | $5.37万 | 加仓 |
| — | STELLAR BANCORP INC COM | $11.74万 | 0.01% | 2,985 | 15 | 0.5% | $590 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $11.62万 | 0.01% | 400 | 360 | 900.0% | $10.46万 | 加仓 |
| NOK | NOKIA CORP SPONSORED ADR | $11.58万 | 0.01% | 8,722 | 922 | 11.8% | $1.22万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $11.45万 | 0.01% | 327 | 2 | 0.6% | $700 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $11.24万 | 0.01% | 591 | 99 | 20.1% | $1.88万 | 加仓 |
| — | WISDOMTREE QUANTUM COMPUTING FUND | $11.23万 | 0.01% | 2,970 | 2,970 | — | $11.23万 | 新建仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $11.22万 | 0.01% | 635 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $11.03万 | 0.01% | 686 | 1 | 0.1% | $161 | 加仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $10.89万 | 0.01% | 2,397 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $10.65万 | 0.00% | 1,848 | 5 | 0.3% | $288 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $10.39万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $10.26万 | 0.00% | 431 | -890 | -67.4% | -$21.18万 | 减仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $10.25万 | 0.00% | 2,110 | 2,110 | — | $10.25万 | 新建仓 |
| CNEQ | ALGER CONCENTRATED EQUITY ETF | $10.19万 | 0.00% | 2,470 | 2,470 | — | $10.19万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $10.18万 | 0.00% | 410 | 391 | 2,057.9% | $9.71万 | 重新持有 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $10.18万 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $10.15万 | 0.00% | 2,027 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $10.10万 | 0.00% | 1,112 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $10.04万 | 0.00% | 1,185 | -13 | -1.1% | -$1,101 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $9.99万 | 0.00% | 750 | 750 | — | $9.99万 | 新建仓 |
| DRAM | ROUNDHILL MEMORY ETF | $9.80万 | 0.00% | 1,327 | 1,327 | — | $9.80万 | 新建仓 |
| BX | BLACKSTONE INC COM | $9.72万 | 0.00% | 826 | 61 | 8.0% | $7,178 | 加仓 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $9.69万 | 0.00% | 1,500 | 1,500 | — | $9.69万 | 新建仓 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $9.54万 | 0.00% | 1,114 | 1,114 | — | $9.54万 | 新建仓 |
| ADBE | ADOBE INC COM | $9.51万 | 0.00% | 464 | -14 | -2.9% | -$2,870 | 减仓 |
| GL | GLOBE LIFE INC COM | $9.46万 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $9.32万 | 0.00% | 529 | 11 | 2.1% | $1,938 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9.32万 | 0.00% | 1,533 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $9.20万 | 0.00% | 1,912 | 1,683 | 734.9% | $8.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $9.17万 | 0.00% | 180 | 1 | 0.6% | $509 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $9.14万 | 0.00% | 456 | 11 | 2.5% | $2,205 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $9.12万 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $9.07万 | 0.00% | 1,018 | 1,018 | — | $9.07万 | 新建仓 |
| HEDG | EQUABLE SHARES HEDGED EQUITY ETF | $9.05万 | 0.00% | 3,018 | 3,018 | — | $9.05万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $9.04万 | 0.00% | 9,218 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND | $8.94万 | 0.00% | 944 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $8.82万 | 0.00% | 786 | 218 | 38.4% | $2.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $8.73万 | 0.00% | 812 | 6 | 0.7% | $645 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $8.62万 | 0.00% | 2,172 | 1,848 | 570.4% | $7.33万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $8.55万 | 0.00% | 677 | 308 | 83.5% | $3.89万 | 加仓 |
| BA | BOEING CO COM | $8.52万 | 0.00% | 394 | -371 | -48.5% | -$8.03万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $8.49万 | 0.00% | 171 | 2 | 1.2% | $993 | 加仓 |
| RAAX | VANECK REAL ASSETS ETF | $8.47万 | 0.00% | 2,135 | 2,035 | 2,035.0% | $8.07万 | 重新持有 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $8.46万 | 0.00% | 298 | 210 | 238.6% | $5.96万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8.43万 | 0.00% | 1,149 | -4,441 | -79.4% | -$32.59万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $8.36万 | 0.00% | 912 | -72 | -7.3% | -$6,602 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $8.20万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $8.12万 | 0.00% | 916 | 2 | 0.2% | $177 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $8.05万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $8.02万 | 0.00% | 3,872 | 576 | 17.5% | $1.19万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $7.92万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $7.87万 | 0.00% | 1,559 | 1,559 | — | $7.87万 | 新建仓 |
| FDX | FEDEX CORP COM | $7.83万 | 0.00% | 250 | -65 | -20.6% | -$2.04万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $7.81万 | 0.00% | 729 | -779 | -51.7% | -$8.35万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $7.64万 | 0.00% | 1,497 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $7.62万 | 0.00% | 813 | 9 | 1.1% | $843 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $7.61万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $7.51万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $7.48万 | 0.00% | 2,478 | 2,478 | — | $7.48万 | 新建仓 |
| CMI | CUMMINS INC COM | $7.42万 | 0.00% | 104 | 4 | 4.0% | $2,853 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $7.39万 | 0.00% | 186 | 46 | 32.9% | $1.83万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $7.37万 | 0.00% | 115 | 115 | — | $7.37万 | 新建仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $7.34万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $7.33万 | 0.00% | 329 | 7 | 2.2% | $1,560 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $7.21万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $7.21万 | 0.00% | 167 | 68 | 68.7% | $2.93万 | 加仓 |
| O | REALTY INCOME CORP COM | $7.16万 | 0.00% | 1,156 | 313 | 37.1% | $1.94万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $7.08万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $7.05万 | 0.00% | 520 | -1,039 | -66.6% | -$14.09万 | 减仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $7.02万 | 0.00% | 747 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $7.00万 | 0.00% | 317 | -35 | -9.9% | -$7,729 | 减仓 |
| — | LHA MARKET STATE TACTICAL BETA ETF | $6.95万 | 0.00% | 1,622 | 1,622 | — | $6.95万 | 新建仓 |