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 |
|---|---|---|---|---|---|---|---|---|
| MOG/A | MOOG INC CL A | $1.57万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $1.54万 | 0.00% | 201 | 201 | — | $1.54万 | 新建仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $1.51万 | 0.00% | 164 | 164 | — | $1.51万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.51万 | 0.00% | 353 | 313 | 782.5% | $1.34万 | 重新持有 |
| SAN | BANCO SANTANDER SA ADR | $1.50万 | 0.00% | 1,091 | 574 | 111.0% | $7,918 | 加仓 |
| FLEX | FLEX LTD ORD | $1.49万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP COM | $1.49万 | 0.00% | 165 | 5 | 3.1% | $451 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $1.49万 | 0.00% | 42 | -6 | -12.5% | -$2,125 | 减仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $1.48万 | 0.00% | 198 | 198 | — | $1.48万 | 新建仓 |
| XPO | XPO INC COM | $1.48万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.47万 | 0.00% | 94 | 82 | 683.3% | $1.29万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1.47万 | 0.00% | 152 | 1 | 0.7% | $97 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $1.46万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC CL A | $1.45万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $1.42万 | 0.00% | 435 | 435 | — | $1.42万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $1.42万 | 0.00% | 42 | 1 | 2.4% | $338 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $1.40万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $1.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $1.35万 | 0.00% | 666 | 666 | — | $1.35万 | 新建仓 |
| TGT | TARGET CORP COM | $1.35万 | 0.00% | 103 | 3 | 3.0% | $392 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1.33万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1.32万 | 0.00% | 146 | 146 | — | $1.32万 | 新建仓 |
| — | YATRA ONLINE INC ORD SHS | $1.32万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1.31万 | 0.00% | 176 | 6 | 3.5% | $446 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1.31万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1.31万 | 0.00% | 288 | 288 | — | $1.31万 | 新建仓 |
| INTU | INTUIT COM | $1.30万 | 0.00% | 50 | -109 | -68.6% | -$2.84万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD COM SH BEN INT | $1.26万 | 0.00% | 995 | 995 | — | $1.26万 | 新建仓 |
| UPST | UPSTART HLDGS INC COM | $1.26万 | 0.00% | 356 | -156 | -30.5% | -$5,527 | 减仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $1.25万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.25万 | 0.00% | 158 | 158 | — | $1.25万 | 新建仓 |
| TEM | TEMPUS AI INC CL A | $1.25万 | 0.00% | 215 | 215 | — | $1.25万 | 新建仓 |
| VPU | VANGUARD UTILITIES ETF | $1.23万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $1.23万 | 0.00% | 239 | 239 | — | $1.23万 | 新建仓 |
| PODD | INSULET CORP COM | $1.22万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $1.22万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.21万 | 0.00% | 643 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.21万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $1.21万 | 0.00% | 125 | 125 | — | $1.21万 | 新建仓 |
| DXCM | DEXCOM INC COM | $1.21万 | 0.00% | 179 | 4 | 2.3% | $269 | 加仓 |
| — | ROUNDHILL BALL METAVERSE ETF | $1.20万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| XTN | STATE STREET SPDR S&P TRANSPORTATION ETF | $1.18万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.17万 | 0.00% | 27 | 7 | 35.0% | $3,033 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $1.16万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $1.14万 | 0.00% | 104 | -56 | -35.0% | -$6,147 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $1.14万 | 0.00% | 239 | 239 | — | $1.14万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.12万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P HEALTH CARE SERVICES ETF | $1.12万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC COM NEW | $1.11万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.08万 | 0.00% | 677 | -445 | -39.7% | -$7,067 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $1.07万 | 0.00% | 138 | -87 | -38.7% | -$6,746 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.05万 | 0.00% | 80 | -128 | -61.5% | -$1.68万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $1.05万 | 0.00% | 39 | 29 | 290.0% | $7,797 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.04万 | 0.00% | 125 | 114 | 1,036.4% | $9,498 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $1.04万 | 0.00% | 206 | -664 | -76.3% | -$3.35万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $1.04万 | 0.00% | 61 | 31 | 103.3% | $5,275 | 加仓 |
| HEI | HEICO CORP NEW COM | $1.03万 | 0.00% | 29 | 29 | — | $1.03万 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $1.02万 | 0.00% | 218 | 218 | — | $1.02万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.01万 | 0.00% | 123 | 47 | 61.8% | $3,873 | 加仓 |
| CAVA | CAVA GROUP INC COM | $1.01万 | 0.00% | 129 | 4 | 3.2% | $314 | 加仓 |
| PCG | PG&E CORP COM | $1.01万 | 0.00% | 600 | -285 | -32.2% | -$4,794 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $9,888 | 0.00% | 309 | -3,862 | -92.6% | -$12.36万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $9,714 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9,710 | 0.00% | 29 | 29 | — | $9,710 | 新建仓 |
| KXI | ISHARES GLOBAL CONSUMER STAPLES ETF | $9,589 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $9,527 | 0.00% | 479 | 479 | — | $9,527 | 新建仓 |
| OMER | OMEROS CORP COM | $9,510 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $9,396 | 0.00% | 270 | -646 | -70.5% | -$2.25万 | 减仓 |
| VRSN | VERISIGN INC COM | $9,056 | 0.00% | 36 | 1 | 2.9% | $252 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $9,049 | 0.00% | 94 | 21 | 28.8% | $2,022 | 重新持有 |
| RACE | FERRARI N V COM | $8,935 | 0.00% | 24 | 5 | 26.3% | $1,861 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $8,912 | 0.00% | 47 | 47 | — | $8,912 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $8,862 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $8,815 | 0.00% | 493 | 493 | — | $8,815 | 新建仓 |
| FAST | FASTENAL CO COM | $8,645 | 0.00% | 180 | 180 | — | $8,645 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $8,619 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC COM | $8,467 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $8,441 | 0.00% | 27 | -367 | -93.1% | -$11.47万 | 减仓 |
| NDAQ | NASDAQ INC COM | $8,355 | 0.00% | 106 | 10 | 10.4% | $788 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $8,258 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP COM | $8,127 | 0.00% | 904 | 58 | 6.9% | $521 | 加仓 |
| CLS | CELESTICA INC COM | $8,026 | 0.00% | 22 | 22 | — | $8,026 | 新建仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $7,997 | 0.00% | 90 | 90 | — | $7,997 | 新建仓 |
| ENB | ENBRIDGE INC COM | $7,969 | 0.00% | 147 | -972 | -86.9% | -$5.27万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $7,928 | 0.00% | 4 | 4 | — | $7,928 | 新建仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $7,710 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $7,707 | 0.00% | 176 | -24 | -12.0% | -$1,051 | 减仓 |
| ADC | AGREE RLTY CORP COM | $7,574 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $7,563 | 0.00% | 429 | 163 | 61.3% | $2,874 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $7,556 | 0.00% | 52 | 1 | 2.0% | $145 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM O COM | $7,515 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7,418 | 0.00% | 82 | -1,391 | -94.4% | -$12.58万 | 减仓 |
| PLD | PROLOGIS INC. COM | $7,315 | 0.00% | 54 | 53 | 5,300.0% | $7,180 | 重新持有 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $7,216 | 0.00% | 32 | -13 | -28.9% | -$2,932 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $7,033 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $6,921 | 0.00% | 72 | 3 | 4.3% | $288 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $6,913 | 0.00% | 108 | -214 | -66.5% | -$1.37万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $6,737 | 0.00% | 40 | 40 | — | $6,737 | 新建仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $6,731 | 0.00% | 130 | 130 | — | $6,731 | 新建仓 |
| KKR | KKR & CO INC COM | $6,700 | 0.00% | 73 | -2 | -2.7% | -$184 | 减仓 |