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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC COM | $5.38万 | 0.00% | 100 | -10 | -9.1% | -$5,380 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $5.35万 | 0.00% | 804 | 100 | 14.2% | $6,650 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $5.34万 | 0.00% | 186 | 50 | 36.8% | $1.44万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC COM | $5.34万 | 0.00% | 1,947 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $5.29万 | 0.00% | 500 | -200 | -28.6% | -$2.12万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.20万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5.16万 | 0.00% | 843 | 43 | 5.4% | $2,630 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $5.14万 | 0.00% | 369 | -158 | -30.0% | -$2.20万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $5.10万 | 0.00% | 537 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $5.08万 | 0.00% | 84 | 2 | 2.4% | $1,209 | 加仓 |
| GNTX | GENTEX CORP COM | $5.03万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $4.96万 | 0.00% | 253 | -771 | -75.3% | -$15.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.93万 | 0.00% | 337 | -197 | -36.9% | -$2.88万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $4.92万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $4.91万 | 0.00% | 671 | -215 | -24.3% | -$1.57万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $4.90万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $4.89万 | 0.00% | 564 | -25 | -4.2% | -$2,166 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $4.88万 | 0.00% | 1,001 | -5,694 | -85.0% | -$27.78万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4.87万 | 0.00% | 1,034 | 1,034 | — | $4.87万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $4.86万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $4.77万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $4.74万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $4.70万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $4.69万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $4.66万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $4.64万 | 0.00% | 221 | -85 | -27.8% | -$1.79万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $4.57万 | 0.00% | 636 | 1 | 0.2% | $72 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $4.50万 | 0.00% | 1,188 | -460 | -27.9% | -$1.74万 | 重新持有 |
| ADI | ANALOG DEVICES INC COM | $4.45万 | 0.00% | 140 | -185 | -56.9% | -$5.89万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $4.44万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $4.40万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $4.39万 | 0.00% | 870 | 267 | 44.3% | $1.35万 | 加仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $4.38万 | 0.00% | 448 | -337 | -42.9% | -$3.29万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $4.35万 | 0.00% | 485 | -1,028 | -67.9% | -$9.21万 | 减仓 |
| MSCI | MSCI INC COM | $4.31万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $4.25万 | 0.00% | 629 | 0 | 0.0% | — | 不变 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $4.21万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $4.16万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $4.16万 | 0.00% | 286 | -344 | -54.6% | -$5.00万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $4.13万 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $4.12万 | 0.00% | 250 | -435 | -63.5% | -$7.17万 | 减仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $4.12万 | 0.00% | 824 | -72 | -8.0% | -$3,598 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $4.10万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $3.99万 | 0.00% | 767 | 332 | 76.3% | $1.73万 | 加仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $3.98万 | 0.00% | 483 | -157 | -24.5% | -$1.29万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $3.96万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $3.92万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $3.92万 | 0.00% | 2,839 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3.84万 | 0.00% | 236 | -125 | -34.6% | -$2.04万 | 减仓 |
| WEX | WEX INC COM | $3.83万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $3.75万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $3.64万 | 0.00% | 50 | 50 | — | $3.64万 | 新建仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $3.60万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $3.58万 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $3.57万 | 0.00% | 675 | -554 | -45.1% | -$2.93万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $3.53万 | 0.00% | 761 | 761 | — | $3.53万 | 新建仓 |
| CPRT | COPART INC COM | $3.49万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $3.48万 | 0.00% | 208 | 208 | — | $3.48万 | 新建仓 |
| EQT | EQT CORP COM | $3.42万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $3.41万 | 0.00% | 916 | 666 | 266.4% | $2.48万 | 加仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $3.38万 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $3.35万 | 0.00% | 946 | 946 | — | $3.35万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP COM | $3.31万 | 0.00% | 1,841 | 9 | 0.5% | $162 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $3.28万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC COM | $3.25万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3.24万 | 0.00% | 112 | -24 | -17.6% | -$6,947 | 减仓 |
| DCH | DAUCH CORP COM | $3.23万 | 0.00% | 5,450 | 0 | 0.0% | — | 不变 |
| HBNC | HORIZON BANCORP IND COM | $3.23万 | 0.00% | 1,949 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $3.21万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $3.17万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $3.16万 | 0.00% | 97 | 20 | 26.0% | $6,519 | 加仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $3.15万 | 0.00% | 1,284 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $3.12万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO OIL & GAS SERVICES ETF | $3.12万 | 0.00% | 753 | 753 | — | $3.12万 | 新建仓 |
| HSY | HERSHEY CO COM | $3.12万 | 0.00% | 150 | -150 | -50.0% | -$3.12万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $3.10万 | 0.00% | 334 | -172 | -34.0% | -$1.60万 | 减仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $3.09万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $3.09万 | 0.00% | 88 | -541 | -86.0% | -$19.01万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $3.06万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3.05万 | 0.00% | 238 | 38 | 19.0% | $4,869 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $3.03万 | 0.00% | 126 | -4 | -3.1% | -$962 | 减仓 |
| D | DOMINION ENERGY INC COM | $3.03万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $2.97万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $2.96万 | 0.00% | 250 | -20 | -7.4% | -$2,364 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $2.93万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $2.89万 | 0.00% | 132 | -301 | -69.5% | -$6.59万 | 减仓 |
| — | GRAYSCALE XRP TRUST ETF | $2.89万 | 0.00% | 1,111 | 1,111 | — | $2.89万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2.83万 | 0.00% | 97 | -1,154 | -92.2% | -$33.70万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $2.83万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $2.81万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.80万 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $2.75万 | 0.00% | 1,233 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $2.74万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA FINANCIALS | $2.73万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $2.71万 | 0.00% | 720 | -20 | -2.7% | -$751 | 减仓 |
| AZO | AUTOZONE INC COM | $2.70万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $2.67万 | 0.00% | 405 | -30 | -6.9% | -$1,980 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $2.67万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $2.65万 | 0.00% | 1,610 | -75 | -4.5% | -$1,232 | 减仓 |
| EVMN | EVOMMUNE INC COM SHS | $2.64万 | 0.00% | 1,147 | 1,147 | — | $2.64万 | 新建仓 |