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 |
|---|---|---|---|---|---|---|---|---|
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $6,634 | 0.00% | 118 | 118 | — | $6,634 | 新建仓 |
| SOLV | SOLVENTUM CORP COM SHS | $6,558 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $6,553 | 0.00% | 109 | 94 | 626.7% | $5,651 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $6,546 | 0.00% | 38 | 38 | — | $6,546 | 新建仓 |
| UBS | UBS GROUP AG SHS | $6,542 | 0.00% | 132 | 132 | — | $6,542 | 新建仓 |
| ARGX | ARGENX SE SPONSORED ADR | $6,494 | 0.00% | 7 | 3 | 75.0% | $2,783 | 加仓 |
| SAP | SAP SE SPON ADR | $6,473 | 0.00% | 42 | 25 | 147.1% | $3,853 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $6,390 | 0.00% | 271 | 271 | — | $6,390 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $6,387 | 0.00% | 499 | 499 | — | $6,387 | 新建仓 |
| SANM | SANMINA CORP COM | $6,327 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $6,325 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $6,294 | 0.00% | 27 | -567 | -95.5% | -$13.22万 | 减仓 |
| EQIX | EQUINIX INC COM | $6,254 | 0.00% | 6 | 1 | 20.0% | $1,042 | 加仓 |
| SLB | SLB LIMITED COM STK | $6,230 | 0.00% | 134 | 94 | 235.0% | $4,370 | 加仓 |
| RBA | RB GLOBAL INC COM | $6,172 | 0.00% | 53 | 53 | — | $6,172 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $6,140 | 0.00% | 245 | 245 | — | $6,140 | 新建仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $6,139 | 0.00% | 38 | -148 | -79.6% | -$2.39万 | 重新持有 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $6,103 | 0.00% | 17 | 17 | — | $6,103 | 新建仓 |
| SPTB | STATE STREET SPDR PORTFOLIO TREASURY ETF | $6,072 | 0.00% | 202 | 202 | — | $6,072 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $6,039 | 0.00% | 27 | 27 | — | $6,039 | 新建仓 |
| RELX | RELX PLC SPONSORED ADR | $6,017 | 0.00% | 190 | 103 | 118.4% | $3,262 | 加仓 |
| ENTG | ENTEGRIS INC COM | $5,935 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $5,934 | 0.00% | 266 | 266 | — | $5,934 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $5,707 | 0.00% | 71 | 25 | 54.3% | $2,010 | 加仓 |
| MBB | ISHARES MBS ETF | $5,671 | 0.00% | 60 | 60 | — | $5,671 | 新建仓 |
| ADSK | AUTODESK INC COM | $5,638 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $5,593 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $5,553 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $5,552 | 0.00% | 38 | 2 | 5.6% | $292 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $5,520 | 0.00% | 42 | 10 | 31.2% | $1,314 | 加仓 |
| BHVN | BIOHAVEN LTD COM | $5,387 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $5,326 | 0.00% | 556 | 556 | — | $5,326 | 新建仓 |
| ECL | ECOLAB INC COM | $5,294 | 0.00% | 19 | -456 | -96.0% | -$12.71万 | 重新持有 |
| SPGI | S&P GLOBAL INC COM | $5,294 | 0.00% | 13 | 13 | — | $5,294 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $5,264 | 0.00% | 18 | 18 | — | $5,264 | 新建仓 |
| CNMD | CONMED CORP COM | $5,237 | 0.00% | 160 | 10 | 6.7% | $327 | 加仓 |
| TMUS | T-MOBILE US INC COM | $5,200 | 0.00% | 31 | -190 | -86.0% | -$3.19万 | 减仓 |
| — | GRANITESHARES PLATINUM TRUST | $5,199 | 0.00% | 348 | 348 | — | $5,199 | 新建仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $5,126 | 0.00% | 54 | 54 | — | $5,126 | 新建仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $5,067 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $5,047 | 0.00% | 796 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $4,969 | 0.00% | 28 | 28 | — | $4,969 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $4,968 | 0.00% | 79 | 6 | 8.2% | $377 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $4,919 | 0.00% | 147 | 147 | — | $4,919 | 新建仓 |
| — | LEGGETT & PLATT INC COM | $4,906 | 0.00% | 419 | 19 | 4.8% | $222 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $4,890 | 0.00% | 73 | 73 | — | $4,890 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $4,861 | 0.00% | 135 | -142 | -51.3% | -$5,113 | 减仓 |
| CCI | CROWN CASTLE INC COM | $4,847 | 0.00% | 64 | 4 | 6.7% | $303 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $4,798 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $4,770 | 0.00% | 91 | 91 | — | $4,770 | 新建仓 |
| MEDP | MEDPACE HLDGS INC COM | $4,766 | 0.00% | 9 | 9 | — | $4,766 | 新建仓 |
| — | INVESCO MSCI SUSTAINABLE FUTURE ETF | $4,730 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $4,701 | 0.00% | 260 | 10 | 4.0% | $181 | 加仓 |
| AN | AUTONATION INC COM | $4,645 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $4,632 | 0.00% | 75 | 75 | — | $4,632 | 新建仓 |
| CTAS | CINTAS CORP COM | $4,592 | 0.00% | 27 | -213 | -88.8% | -$3.62万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION COM | $4,548 | 0.00% | 62 | -275 | -81.6% | -$2.02万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $4,536 | 0.00% | 41 | 5 | 13.9% | $553 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $4,476 | 0.00% | 13 | 1 | 8.3% | $344 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $4,451 | 0.00% | 173 | 173 | — | $4,451 | 新建仓 |
| FAF | FIRST AMERN FINL CORP COM | $4,390 | 0.00% | 64 | 64 | — | $4,390 | 新建仓 |
| IDXX | IDEXX LABS INC COM | $4,212 | 0.00% | 8 | -42 | -84.0% | -$2.21万 | 重新持有 |
| SF | STIFEL FINL CORP COM | $4,186 | 0.00% | 60 | 6 | 11.1% | $419 | 加仓 |
| BIIB | BIOGEN INC COM | $4,105 | 0.00% | 19 | 2 | 11.8% | $432 | 加仓 |
| KAI | KADANT INC COM | $4,085 | 0.00% | 13 | 13 | — | $4,085 | 新建仓 |
| HAL | HALLIBURTON CO COM | $4,040 | 0.00% | 119 | 15 | 14.4% | $509 | 加仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $3,997 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $3,961 | 0.00% | 12 | -85 | -87.6% | -$2.81万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND COM | $3,901 | 0.00% | 438 | 438 | — | $3,901 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $3,891 | 0.00% | 124 | 124 | — | $3,891 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $3,868 | 0.00% | 144 | 144 | — | $3,868 | 新建仓 |
| FIVE | FIVE BELOW INC COM | $3,776 | 0.00% | 21 | 21 | — | $3,776 | 新建仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $3,757 | 0.00% | 41 | -1,388 | -97.1% | -$12.72万 | 重新持有 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $3,650 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $3,584 | 0.00% | 3 | -3 | -50.0% | -$3,584 | 重新持有 |
| CPER | UNITED STATES COPPER INDEX FUND | $3,584 | 0.00% | 95 | 95 | — | $3,584 | 新建仓 |
| LOPE | GRAND CANYON ED INC COM | $3,578 | 0.00% | 25 | 25 | — | $3,578 | 新建仓 |
| RLI | RLI CORP COM | $3,553 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $3,527 | 0.00% | 22 | 22 | — | $3,527 | 新建仓 |
| GPRE | GREEN PLAINS INC COM | $3,522 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $3,498 | 0.00% | 46 | 7 | 17.9% | $532 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC COM | $3,460 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC COM | $3,455 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $3,396 | 0.00% | 18 | -69 | -79.3% | -$1.30万 | 重新持有 |
| TDC | TERADATA CORP DEL COM | $3,361 | 0.00% | 97 | 35 | 56.5% | $1,213 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM INC COM | $3,356 | 0.00% | 50 | 50 | — | $3,356 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $3,352 | 0.00% | 575 | 575 | — | $3,352 | 新建仓 |
| WSO | WATSCO INC COM | $3,334 | 0.00% | 8 | 8 | — | $3,334 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,216 | 0.00% | 22 | 1 | 4.8% | $146 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP COM | $3,173 | 0.00% | 75 | 75 | — | $3,173 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $3,098 | 0.00% | 23 | 1 | 4.5% | $135 | 加仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $3,072 | 0.00% | 91 | 91 | — | $3,072 | 新建仓 |
| ROL | ROLLINS INC COM | $3,047 | 0.00% | 73 | 73 | — | $3,047 | 新建仓 |
| RXO | RXO INC COMMON STOCK | $3,035 | 0.00% | 110 | 38 | 52.8% | $1,048 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $3,031 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $3,017 | 0.00% | 104 | 104 | — | $3,017 | 新建仓 |
| AYI | ACUITY INC COM | $3,013 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $2,990 | 0.00% | 39 | 39 | — | $2,990 | 新建仓 |
| TAN | INVESCO SOLAR ETF | $2,958 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $2,920 | 0.00% | 15 | 0 | 0.0% | — | 不变 |