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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | $8.72亿 | 56.39% | 1,459,078 | 52,442 | 3.7% | $3,133.67万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $1.71亿 | 11.06% | 830,772 | 66,200 | 8.7% | $1,362.40万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.48亿 | 9.56% | 2,305,373 | 22,759 | 1.0% | $145.84万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $8,578.64万 | 5.55% | 287,055 | -19,987 | -6.5% | -$597.31万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $2,841.10万 | 1.84% | 130,776 | -5,992 | -4.4% | -$130.18万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,399.22万 | 1.55% | 226,022 | -11,380 | -4.8% | -$120.80万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,965.08万 | 1.27% | 30,216 | 1,485 | 5.2% | $96.58万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,872.31万 | 1.21% | 604,751 | -23,730 | -3.8% | -$73.47万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,462.68万 | 0.95% | 320,412 | -29,186 | -8.3% | -$133.23万 | 减仓 |
| AAPL | APPLE INC COM | $1,244.82万 | 0.81% | 49,049 | -6,124 | -11.1% | -$155.42万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $939.11万 | 0.61% | 14,377 | -171 | -1.2% | -$11.17万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $672.25万 | 0.43% | 20,955 | 1,356 | 6.9% | $43.50万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $560.39万 | 0.36% | 15,139 | -727 | -4.6% | -$26.91万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $331.88万 | 0.21% | 13,577 | -2,302 | -14.5% | -$56.27万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $331.72万 | 0.21% | 7,595 | -632 | -7.7% | -$27.60万 | 减仓 |
| AMZN | AMAZON COM INC COM | $293.30万 | 0.19% | 14,083 | -9,720 | -40.8% | -$202.43万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $280.03万 | 0.18% | 9,738 | -5,176 | -34.7% | -$148.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $268.54万 | 0.17% | 5,604 | -171 | -3.0% | -$8.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $263.71万 | 0.17% | 8,965 | -786 | -8.1% | -$23.12万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $252.05万 | 0.16% | 4,367 | 309 | 7.6% | $17.83万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $223.73万 | 0.14% | 5,247 | -2,366 | -31.1% | -$100.89万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $217.99万 | 0.14% | 7,599 | -3,631 | -32.3% | -$104.16万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $168.70万 | 0.11% | 11,391 | 1,170 | 11.4% | $17.33万 | 加仓 |
| DTE | DTE ENERGY CO COM | $167.00万 | 0.11% | 11,421 | -199 | -1.7% | -$2.91万 | 减仓 |
| — | EXXON MOBIL CORP COM | $162.21万 | 0.10% | 9,561 | -1,539 | -13.9% | -$26.11万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $158.64万 | 0.10% | 16,333 | -418 | -2.5% | -$4.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $158.55万 | 0.10% | 1,591 | 199 | 14.3% | $19.83万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $157.97万 | 0.10% | 33,235 | -63 | -0.2% | -$2,994 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $155.98万 | 0.10% | 6,061 | -3,765 | -38.3% | -$96.89万 | 减仓 |
| PEP | PEPSICO INC COM | $152.34万 | 0.10% | 9,810 | -197 | -2.0% | -$3.06万 | 减仓 |
| BMOP | BNY MELLON MUNICIPAL OPPORTUNITIES ETF | $131.22万 | 0.08% | 53,275 | 53,275 | — | $131.22万 | 新建仓 |
| VB | VANGUARD SMALL-CAP ETF | $124.39万 | 0.08% | 4,749 | 66 | 1.4% | $1.73万 | 加仓 |
| META | META PLATFORMS INC CL A | $124.08万 | 0.08% | 2,169 | 37 | 1.7% | $2.12万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $119.27万 | 0.08% | 8,975 | 36 | 0.4% | $4,784 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $116.95万 | 0.08% | 4,072 | 158 | 4.0% | $4.54万 | 加仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $116.81万 | 0.08% | 3,865 | 209 | 5.7% | $6.32万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $116.68万 | 0.08% | 12,203 | 9,181 | 303.8% | $87.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $111.17万 | 0.07% | 6,375 | 753 | 13.4% | $13.13万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $108.88万 | 0.07% | 35,489 | 5,955 | 20.2% | $18.27万 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $108.03万 | 0.07% | 11,578 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $107.41万 | 0.07% | 8,641 | 25 | 0.3% | $3,108 | 加仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $106.75万 | 0.07% | 10,609 | 772 | 7.8% | $7.77万 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $105.63万 | 0.07% | 1,514 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $104.17万 | 0.07% | 21,496 | 3,207 | 17.5% | $15.54万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $99.57万 | 0.06% | 14,745 | -5,319 | -26.5% | -$35.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $97.32万 | 0.06% | 6,738 | -3,318 | -33.0% | -$47.92万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $96.53万 | 0.06% | 9,859 | -222 | -2.2% | -$2.17万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $94.66万 | 0.06% | 36,919 | 1 | 0.0% | $26 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $92.33万 | 0.06% | 9,496 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $90.72万 | 0.06% | 2,761 | -4,818 | -63.6% | -$158.31万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $88.68万 | 0.06% | 4,150 | -646 | -13.5% | -$13.80万 | 减仓 |
| LLY | ELI LILLY & CO COM | $88.19万 | 0.06% | 959 | -600 | -38.5% | -$55.18万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $87.87万 | 0.06% | 2,687 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $86.14万 | 0.06% | 2,619 | -1,522 | -36.8% | -$50.06万 | 减仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $85.40万 | 0.06% | 3,538 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $84.09万 | 0.05% | 7,434 | 2,546 | 52.1% | $28.80万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $83.64万 | 0.05% | 3,889 | 349 | 9.9% | $7.51万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $83.34万 | 0.05% | 13,346 | -1,003 | -7.0% | -$6.26万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $79.66万 | 0.05% | 27,345 | 7,485 | 37.7% | $21.80万 | 加仓 |
| ORCL | ORACLE CORP COM | $76.51万 | 0.05% | 5,201 | -542 | -9.4% | -$7.97万 | 减仓 |
| AMGN | AMGEN INC COM | $73.59万 | 0.05% | 2,092 | -14 | -0.7% | -$4,925 | 减仓 |
| WMT | WALMART INC COM | $73.57万 | 0.05% | 5,920 | 3,576 | 152.6% | $44.44万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $72.62万 | 0.05% | 2,996 | -790 | -20.9% | -$19.15万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $72.04万 | 0.05% | 5,058 | -1,604 | -24.1% | -$22.85万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $69.86万 | 0.05% | 2,257 | 97 | 4.5% | $3.00万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $69.76万 | 0.05% | 3,304 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $69.23万 | 0.04% | 2,791 | -1,204 | -30.1% | -$29.86万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $68.92万 | 0.04% | 14,658 | 14,247 | 3,466.4% | $66.99万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $67.32万 | 0.04% | 1,888 | 13 | 0.7% | $4,635 | 加仓 |
| VTV | VANGUARD VALUE ETF | $65.52万 | 0.04% | 3,340 | -288 | -7.9% | -$5.65万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $64.80万 | 0.04% | 3,132 | -4,181 | -57.2% | -$86.50万 | 减仓 |
| BHB | BAR HBR BANKSHARES COM | $63.90万 | 0.04% | 19,692 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $63.83万 | 0.04% | 3,464 | 1,032 | 42.4% | $19.02万 | 加仓 |
| ABBV | ABBVIE INC COM | $63.48万 | 0.04% | 2,919 | -595 | -16.9% | -$12.94万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $62.71万 | 0.04% | 8,193 | 195 | 2.4% | $1.49万 | 加仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $61.00万 | 0.04% | 989 | -3 | -0.3% | -$1,850 | 减仓 |
| DIS | DISNEY WALT CO COM | $60.87万 | 0.04% | 6,316 | -823 | -11.5% | -$7.93万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $59.57万 | 0.04% | 24,070 | 689 | 2.9% | $1.71万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $59.07万 | 0.04% | 4,987 | 1,253 | 33.6% | $14.84万 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $58.69万 | 0.04% | 4,358 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $56.50万 | 0.04% | 11,548 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $55.41万 | 0.04% | 2,284 | -110 | -4.6% | -$2.67万 | 减仓 |
| CMS | CMS ENERGY CORP COM | $55.09万 | 0.04% | 7,101 | -978 | -12.1% | -$7.59万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $53.47万 | 0.03% | 2,820 | -150 | -5.1% | -$2.84万 | 减仓 |
| CSCO | CISCO SYS INC COM | $53.40万 | 0.03% | 6,883 | -1,192 | -14.8% | -$9.25万 | 减仓 |
| AON | AON PLC SHS CL A | $51.84万 | 0.03% | 1,606 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $50.53万 | 0.03% | 3,492 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $49.57万 | 0.03% | 2,583 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $49.55万 | 0.03% | 1,746 | 112 | 6.9% | $3.18万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $47.17万 | 0.03% | 5,351 | -21,079 | -79.8% | -$185.83万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $47.00万 | 0.03% | 6,321 | -326 | -4.9% | -$2.42万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $46.90万 | 0.03% | 6,082 | 4,226 | 227.7% | $32.59万 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $45.57万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $45.36万 | 0.03% | 1,460 | -2,665 | -64.6% | -$82.80万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $44.67万 | 0.03% | 3,408 | 146 | 4.5% | $1.91万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $44.41万 | 0.03% | 3,043 | 212 | 7.5% | $3.09万 | 加仓 |
| GLD | SPDR GOLD SHARES | $43.63万 | 0.03% | 1,014 | -157 | -13.4% | -$6.76万 | 减仓 |
| ETN | EATON CORP PLC SHS | $43.05万 | 0.03% | 1,204 | 36 | 3.1% | $1.29万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $42.60万 | 0.03% | 1,802 | 304 | 20.3% | $7.19万 | 加仓 |