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 |
|---|---|---|---|---|---|---|---|---|
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $3.48万 | 0.00% | 800 | 800 | — | $3.48万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP COM | $3.46万 | 0.00% | 1,861 | 20 | 1.1% | $372 | 加仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $3.46万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $3.45万 | 0.00% | 1,610 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $3.37万 | 0.00% | 354 | 135 | 61.6% | $1.28万 | 加仓 |
| FQAL | FIDELITY QUALITY FACTOR ETF | $3.33万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $3.31万 | 0.00% | 669 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $3.31万 | 0.00% | 371 | 371 | — | $3.31万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $3.30万 | 0.00% | 113 | 1 | 0.9% | $292 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $3.29万 | 0.00% | 282 | 126 | 80.8% | $1.47万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3.24万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $3.23万 | 0.00% | 148 | 6 | 4.2% | $1,311 | 加仓 |
| — | PROSHARES ULTRA FINANCIALS | $3.18万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS INC COM | $3.12万 | 0.00% | 1,534 | 66 | 4.5% | $1,344 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $3.11万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP COM | $3.01万 | 0.00% | 5,554 | 104 | 1.9% | $564 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $2.98万 | 0.00% | 309 | -25 | -7.5% | -$2,412 | 减仓 |
| CPRT | COPART INC COM | $2.97万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $2.96万 | 0.00% | 87 | -10 | -10.3% | -$3,407 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $2.90万 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $2.86万 | 0.00% | 134 | 2 | 1.5% | $426 | 加仓 |
| CDW | CDW CORP COM | $2.84万 | 0.00% | 202 | 2 | 1.0% | $281 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $2.84万 | 0.00% | 255 | 58 | 29.4% | $6,456 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $2.84万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY COM | $2.83万 | 0.00% | 1,271 | 38 | 3.1% | $846 | 加仓 |
| AKRE | AKRE FOCUS ETF | $2.81万 | 0.00% | 528 | 528 | — | $2.81万 | 新建仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $2.75万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $2.73万 | 0.00% | 12 | 1 | 9.1% | $2,274 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $2.72万 | 0.00% | 55 | 55 | — | $2.72万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.70万 | 0.00% | 503 | 503 | — | $2.70万 | 新建仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $2.70万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $2.69万 | 0.00% | 374 | -31 | -7.7% | -$2,233 | 减仓 |
| — | REX DRONE ETF | $2.66万 | 0.00% | 1,183 | 1,183 | — | $2.66万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.66万 | 0.00% | 279 | 129 | 86.0% | $1.23万 | 加仓 |
| UNM | UNUM GROUP COM | $2.66万 | 0.00% | 298 | 75 | 33.6% | $6,696 | 加仓 |
| NUE | NUCOR CORP COM | $2.61万 | 0.00% | 117 | 2 | 1.7% | $446 | 加仓 |
| D | DOMINION ENERGY INC COM | $2.58万 | 0.00% | 378 | -112 | -22.9% | -$7,649 | 减仓 |
| AZO | AUTOZONE INC COM | $2.56万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.53万 | 0.00% | 191 | 3 | 1.6% | $398 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $2.52万 | 0.00% | 1,890 | 1,890 | — | $2.52万 | 新建仓 |
| ETR | ENTERGY CORP NEW COM | $2.50万 | 0.00% | 218 | 2 | 0.9% | $230 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $2.46万 | 0.00% | 464 | -603 | -56.5% | -$3.20万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $2.46万 | 0.00% | 295 | 295 | — | $2.46万 | 新建仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $2.44万 | 0.00% | 237 | 237 | — | $2.44万 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $2.44万 | 0.00% | 3,171 | 208 | 7.0% | $1,597 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $2.43万 | 0.00% | 83 | 1 | 1.2% | $293 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $2.42万 | 0.00% | 134 | -206 | -60.6% | -$3.73万 | 减仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $2.41万 | 0.00% | 244 | 244 | — | $2.41万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $2.40万 | 0.00% | 254 | 107 | 72.8% | $1.01万 | 重新持有 |
| PSX | PHILLIPS 66 COM | $2.40万 | 0.00% | 142 | -299 | -67.8% | -$5.05万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $2.40万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $2.37万 | 0.00% | 214 | 214 | — | $2.37万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $2.37万 | 0.00% | 325 | 9 | 2.8% | $657 | 加仓 |
| SABS | SAB BIOTHERAPEUTICS INC COM NEW | $2.31万 | 0.00% | 5,925 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $2.31万 | 0.00% | 502 | 5 | 1.0% | $230 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $2.31万 | 0.00% | 202 | 2 | 1.0% | $228 | 加仓 |
| TMC | TMC THE METALS COMPANY INC COM | $2.30万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $2.29万 | 0.00% | 93 | -281 | -75.1% | -$6.93万 | 减仓 |
| — | GRAYSCALE XRP TRUST ETF | $2.25万 | 0.00% | 1,111 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $2.23万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $2.21万 | 0.00% | 55 | 1 | 1.9% | $402 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $2.20万 | 0.00% | 255 | 52 | 25.6% | $4,477 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $2.17万 | 0.00% | 34 | 1 | 3.0% | $639 | 加仓 |
| TRMB | TRIMBLE INC COM | $2.16万 | 0.00% | 422 | 2 | 0.5% | $102 | 加仓 |
| C | CITIGROUP INC COM NEW | $2.15万 | 0.00% | 154 | 9 | 6.2% | $1,258 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $2.15万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.13万 | 0.00% | 55 | 1 | 1.9% | $387 | 加仓 |
| — | ISHARES SELF-DRIVING EV & TECH ETF | $2.12万 | 0.00% | 555 | 4 | 0.7% | $152 | 加仓 |
| CRM | SALESFORCE INC COM | $2.10万 | 0.00% | 134 | 21 | 18.6% | $3,286 | 加仓 |
| SFL | SFL CORPORATION LTD SHS | $2.04万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $2.04万 | 0.00% | 207 | 7 | 3.5% | $688 | 加仓 |
| RY | ROYAL BK CDA COM | $2.03万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $2.03万 | 0.00% | 178 | 103 | 137.3% | $1.17万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $2.01万 | 0.00% | 45 | -2 | -4.3% | -$892 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $2.00万 | 0.00% | 250 | 234 | 1,462.5% | $1.87万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1.94万 | 0.00% | 1,076 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC COM | $1.94万 | 0.00% | 837 | 837 | — | $1.94万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.94万 | 0.00% | 726 | 194 | 36.5% | $5,172 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.87万 | 0.00% | 124 | 124 | — | $1.87万 | 新建仓 |
| TTE | TOTALENERGIES SE ACT | $1.85万 | 0.00% | 238 | 58 | 32.2% | $4,510 | 加仓 |
| — | INVESCO BLOOMBERG MVP MULTI-FACTOR ETF | $1.85万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $1.79万 | 0.00% | 67 | -65 | -49.2% | -$1.74万 | 减仓 |
| — | VANECK DURABLE HIGH DIVIDEND ETF | $1.76万 | 0.00% | 475 | 475 | — | $1.76万 | 新建仓 |
| — | FIRST TRUST DIVIDEND STRENGTH ETF | $1.75万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.75万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $1.75万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE CAP VALUE ETF | $1.74万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $1.73万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.72万 | 0.00% | 187 | 187 | — | $1.72万 | 新建仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.71万 | 0.00% | 354 | 154 | 77.0% | $7,420 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.70万 | 0.00% | 302 | 302 | — | $1.70万 | 新建仓 |
| BBRE | JPMORGAN BETABUILDERS MSCI US REIT ETF | $1.69万 | 0.00% | 158 | 158 | — | $1.69万 | 新建仓 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $1.69万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $1.66万 | 0.00% | 32 | 32 | — | $1.66万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.66万 | 0.00% | 187 | 1 | 0.5% | $89 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $1.65万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1.64万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1.64万 | 0.00% | 302 | -1 | -0.3% | -$54 | 减仓 |
| BTO | HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | $1.58万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |