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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO COM | $6.94万 | 0.00% | 485 | 114 | 30.7% | $1.63万 | 加仓 |
| PHM | PULTE GROUP INC COM | $6.86万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $6.85万 | 0.00% | 635 | 47 | 8.0% | $5,073 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $6.83万 | 0.00% | 2,783 | -4,263 | -60.5% | -$10.47万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $6.77万 | 0.00% | 1,263 | -578 | -31.4% | -$3.10万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $6.64万 | 0.00% | 642 | 6 | 0.9% | $621 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $6.62万 | 0.00% | 917 | 869 | 1,810.4% | $6.27万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $6.58万 | 0.00% | 385 | 385 | — | $6.58万 | 新建仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $6.56万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $6.55万 | 0.00% | 87 | 1 | 1.2% | $753 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $6.45万 | 0.00% | 1,418 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $6.44万 | 0.00% | 67 | 11 | 19.6% | $1.06万 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $6.43万 | 0.00% | 2,251 | 2,251 | — | $6.43万 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC COM | $6.38万 | 0.00% | 1,990 | 43 | 2.2% | $1,378 | 加仓 |
| RSPA | INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF | $6.28万 | 0.00% | 1,178 | 1,178 | — | $6.28万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $6.22万 | 0.00% | 297 | 47 | 18.8% | $9,840 | 加仓 |
| KO | COCA COLA CO COM | $6.15万 | 0.00% | 757 | -463 | -38.0% | -$3.76万 | 减仓 |
| SUI | SUN CMNTYS INC COM | $6.10万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X MILLENNIAL CONSUMER ETF | $6.06万 | 0.00% | 1,400 | 1,400 | — | $6.06万 | 新建仓 |
| NASA | TEMA SPACE INNOVATORS ETF | $6.02万 | 0.00% | 1,980 | 1,980 | — | $6.02万 | 新建仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $5.96万 | 0.00% | 1,033 | 495 | 92.0% | $2.85万 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $5.93万 | 0.00% | 1,112 | 1,112 | — | $5.93万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $5.90万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $5.90万 | 0.00% | 547 | 1 | 0.2% | $108 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $5.88万 | 0.00% | 142 | -73 | -34.0% | -$3.02万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $5.87万 | 0.00% | 1,014 | -649 | -39.0% | -$3.75万 | 减仓 |
| GNTX | GENTEX CORP COM | $5.81万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP UNIT | $5.81万 | 0.00% | 4,000 | 4,000 | — | $5.81万 | 新建仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $5.74万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $5.71万 | 0.00% | 200 | 200 | — | $5.71万 | 新建仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $5.68万 | 0.00% | 514 | -23 | -4.3% | -$2,539 | 减仓 |
| MCO | MOODYS CORP COM | $5.66万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $5.61万 | 0.00% | 996 | 970 | 3,730.8% | $5.47万 | 加仓 |
| IDHQ | INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $5.60万 | 0.00% | 1,280 | 334 | 35.3% | $1.46万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $5.59万 | 0.00% | 717 | 717 | — | $5.59万 | 新建仓 |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $5.52万 | 0.00% | 900 | 900 | — | $5.52万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $5.38万 | 0.00% | 640 | 9 | 1.4% | $757 | 加仓 |
| SBUX | STARBUCKS CORP COM | $5.36万 | 0.00% | 524 | 39 | 8.0% | $3,986 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $5.23万 | 0.00% | 254 | 1 | 0.4% | $206 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5.23万 | 0.00% | 1,029 | 205 | 24.9% | $1.04万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $5.21万 | 0.00% | 411 | -381 | -48.1% | -$4.83万 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $5.18万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $5.08万 | 0.00% | 650 | 86 | 15.2% | $6,728 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.08万 | 0.00% | 305 | 5 | 1.7% | $833 | 加仓 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $5.07万 | 0.00% | 2,311 | 2,311 | — | $5.07万 | 新建仓 |
| RLY | STATE STREET MULTI-ASSET REAL RETURN ETF | $5.06万 | 0.00% | 1,465 | 1,465 | — | $5.06万 | 新建仓 |
| BSMW | INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF | $5.05万 | 0.00% | 2,009 | 2,009 | — | $5.05万 | 新建仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $5.05万 | 0.00% | 2,406 | 2,406 | — | $5.05万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $5.04万 | 0.00% | 99 | 15 | 17.9% | $7,642 | 加仓 |
| BSMT | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $5.04万 | 0.00% | 2,190 | 2,190 | — | $5.04万 | 新建仓 |
| BSMS | INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $5.04万 | 0.00% | 2,149 | 2,149 | — | $5.04万 | 新建仓 |
| — | INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF | $5.03万 | 0.00% | 1,951 | 1,951 | — | $5.03万 | 新建仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $5.03万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $5.02万 | 0.00% | 2,122 | 2,122 | — | $5.02万 | 新建仓 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $5.01万 | 0.00% | 2,128 | 2,128 | — | $5.01万 | 新建仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $4.87万 | 0.00% | 1,128 | 1,128 | — | $4.87万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $4.87万 | 0.00% | 271 | 21 | 8.4% | $3,770 | 加仓 |
| TSME | THRIVENT SMALL-MID CAP EQUITY ETF | $4.78万 | 0.00% | 912 | 912 | — | $4.78万 | 新建仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $4.76万 | 0.00% | 510 | 510 | — | $4.76万 | 新建仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $4.73万 | 0.00% | 534 | 51 | 10.6% | $4,516 | 加仓 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $4.70万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $4.65万 | 0.00% | 923 | 923 | — | $4.65万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.63万 | 0.00% | 397 | 60 | 17.8% | $7,000 | 加仓 |
| DOW | DOW HLDGS INC COM | $4.60万 | 0.00% | 1,682 | -10 | -0.6% | -$274 | 减仓 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $4.57万 | 0.00% | 286 | 286 | — | $4.57万 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.56万 | 0.00% | 446 | -454 | -50.4% | -$4.65万 | 重新持有 |
| AEE | AMEREN CORP COM | $4.53万 | 0.00% | 401 | 1 | 0.2% | $113 | 加仓 |
| INFL | HORIZON KINETICS INFLATION BENEFICIARIES ETF | $4.49万 | 0.00% | 900 | 900 | — | $4.49万 | 新建仓 |
| MSCI | MSCI INC COM | $4.48万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.43万 | 0.00% | 356 | 1 | 0.3% | $124 | 加仓 |
| XEL | XCEL ENERGY INC COM | $4.42万 | 0.00% | 550 | 280 | 103.7% | $2.25万 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $4.34万 | 0.00% | 448 | 448 | — | $4.34万 | 新建仓 |
| EL | LAUDER ESTEE COS INC CL A | $4.32万 | 0.00% | 547 | 1 | 0.2% | $79 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4.25万 | 0.00% | 135 | -51 | -27.4% | -$1.61万 | 减仓 |
| MMM | 3M CO COM | $4.23万 | 0.00% | 261 | -25 | -8.7% | -$4,048 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $4.21万 | 0.00% | 995 | -427 | -30.0% | -$1.81万 | 减仓 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWTH ETF | $4.21万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $4.21万 | 0.00% | 537 | 1 | 0.2% | $78 | 加仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $4.16万 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $4.13万 | 0.00% | 2,839 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $4.09万 | 0.00% | 139 | 1 | 0.7% | $294 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $4.09万 | 0.00% | 1,001 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC COM | $4.09万 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD RUSSELL 2000 VALUE ETF | $4.07万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $4.03万 | 0.00% | 406 | 231 | 132.0% | $2.29万 | 加仓 |
| EUV | CORGI LITHOGRAPHY & SEMICONDUCTOR PHOTONICS ETF | $3.93万 | 0.00% | 1,230 | 1,230 | — | $3.93万 | 新建仓 |
| HBNC | HORIZON BANCORP IND COM | $3.89万 | 0.00% | 1,949 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3.80万 | 0.00% | 138 | -38 | -21.6% | -$1.05万 | 减仓 |
| NKE | NIKE INC CL B | $3.78万 | 0.00% | 920 | 245 | 36.3% | $1.01万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.76万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $3.71万 | 0.00% | 615 | -152 | -19.8% | -$9,177 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3.70万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $3.66万 | 0.00% | 380 | -365 | -49.0% | -$3.52万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $3.64万 | 0.00% | 1,284 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $3.60万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $3.57万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $3.54万 | 0.00% | 251 | 1 | 0.4% | $141 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $3.52万 | 0.00% | 735 | 320 | 77.1% | $1.53万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $3.52万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $3.50万 | 0.00% | 419 | 69 | 19.7% | $5,767 | 加仓 |