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 |
|---|---|---|---|---|---|---|---|---|
| SMH | VANECK SEMICONDUCTOR ETF | $2.61万 | 0.00% | 68 | 68 | — | $2.61万 | 新建仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $2.60万 | 0.00% | 538 | 26 | 5.1% | $1,256 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $2.60万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $2.56万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.54万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.50万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $2.50万 | 0.00% | 350 | -630 | -64.3% | -$4.49万 | 减仓 |
| TMC | TMC THE METALS COMPANY INC COM | $2.43万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $2.43万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $2.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $2.32万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $2.29万 | 0.00% | 322 | -145 | -31.0% | -$1.03万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC COM NEW | $2.27万 | 0.00% | 5,925 | 5,925 | — | $2.27万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2.25万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $2.23万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $2.23万 | 0.00% | 132 | 132 | — | $2.23万 | 新建仓 |
| MIDD | MIDDLEBY CORP COM | $2.19万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC COM | $2.18万 | 0.00% | 1,468 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD SHS | $2.16万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.15万 | 0.00% | 197 | -350 | -64.0% | -$3.82万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $2.14万 | 0.00% | 270 | 220 | 440.0% | $1.75万 | 加仓 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $2.12万 | 0.00% | 551 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $2.10万 | 0.00% | 113 | -109 | -49.1% | -$2.03万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $2.09万 | 0.00% | 225 | 225 | — | $2.09万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $2.09万 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $2.06万 | 0.00% | 2,963 | -40 | -1.3% | -$278 | 减仓 |
| MTH | MERITAGE HOMES CORP COM | $2.04万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $2.00万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $1.99万 | 0.00% | 297 | 297 | — | $1.99万 | 新建仓 |
| SNA | SNAP ON INC COM | $1.96万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $1.95万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $1.94万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $1.92万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.90万 | 0.00% | 337 | -288 | -46.1% | -$1.62万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $1.86万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $1.86万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $1.84万 | 0.00% | 200 | -50 | -20.0% | -$4,606 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.84万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $1.83万 | 0.00% | 90 | -168 | -65.1% | -$3.42万 | 减仓 |
| NOW | SERVICENOW INC COM | $1.83万 | 0.00% | 175 | 70 | 66.7% | $7,318 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $1.81万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $1.81万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $1.81万 | 0.00% | 156 | -100 | -39.1% | -$1.16万 | 减仓 |
| — | INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | $1.80万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $1.79万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.77万 | 0.00% | 311 | -162 | -34.2% | -$9,200 | 减仓 |
| HMY | HARMONY GOLD MNG LTD SPONSORED ADR | $1.74万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DIVIDEND STRENGTH ETF | $1.73万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1.72万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.71万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $1.68万 | 0.00% | 80 | -5 | -5.9% | -$1,049 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1.67万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.65万 | 0.00% | 48 | -139 | -74.3% | -$4.77万 | 减仓 |
| C | CITIGROUP INC COM NEW | $1.64万 | 0.00% | 145 | -48 | -24.9% | -$5,436 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $1.64万 | 0.00% | 180 | -300 | -62.5% | -$2.73万 | 减仓 |
| UNM | UNUM GROUP COM | $1.63万 | 0.00% | 223 | 223 | — | $1.63万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.62万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.60万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $1.60万 | 0.00% | 82 | -4 | -4.7% | -$781 | 减仓 |
| PWV | INVESCO LARGE CAP VALUE ETF | $1.60万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $1.59万 | 0.00% | 98 | 5 | 5.4% | $809 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1.58万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $1.58万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $1.57万 | 0.00% | 300 | 300 | — | $1.57万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.57万 | 0.00% | 643 | 643 | — | $1.57万 | 新建仓 |
| PCG | PG&E CORP COM | $1.55万 | 0.00% | 885 | 300 | 51.3% | $5,271 | 加仓 |
| — | YATRA ONLINE INC ORD SHS | $1.55万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $1.54万 | 0.00% | 160 | 100 | 166.7% | $9,647 | 加仓 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $1.53万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $1.53万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.52万 | 0.00% | 324 | 324 | — | $1.52万 | 新建仓 |
| VTRS | VIATRIS INC COM | $1.52万 | 0.00% | 1,122 | 552 | 96.8% | $7,458 | 加仓 |
| NI | NISOURCE INC COM | $1.51万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.46万 | 0.00% | 532 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1.45万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $1.45万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $1.45万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $1.44万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.44万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $1.43万 | 0.00% | 400 | -185 | -31.6% | -$6,636 | 减仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $1.43万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1.42万 | 0.00% | 519 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.42万 | 0.00% | 186 | -13 | -6.5% | -$990 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $1.41万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.41万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $1.41万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $1.40万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.37万 | 0.00% | 183 | 133 | 266.0% | $9,974 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.36万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $1.31万 | 0.00% | 512 | 76 | 17.4% | $1,949 | 加仓 |
| — | KRANESHARES KWEB COVERED CALL STRATEGY ETF | $1.30万 | 0.00% | 506 | 506 | — | $1.30万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.30万 | 0.00% | 200 | -24 | -10.7% | -$1,560 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.30万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.28万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.27万 | 0.00% | 132 | 132 | — | $1.27万 | 新建仓 |
| PINS | PINTEREST INC CL A | $1.26万 | 0.00% | 688 | 663 | 2,652.0% | $1.22万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $1.25万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM NEW | $1.25万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $1.24万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1.24万 | 0.00% | 170 | 13 | 8.3% | $946 | 加仓 |