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Plante Moran Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Plante Moran Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001424717
持仓数
718
前50大市值合计
$1.48B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 8
增持 26
减持 106
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
PEP
PEPSICO INC COM
-$48.7M
370,472
-42%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$18.9M
1,437,457
+46%
减持
YUM
YUM BRANDS INC COM
-$14.2M
147,230
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-35%
减持
VOO
VANGUARD S&P 500 ETF
-$10.7M
297,447
-3%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$8.0M
259,385
+963%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$6.8M
5
-76%
增持
VV
VANGUARD LARGE-CAP INDEX FUND
+$5.3M
27,184
+1443%
减持
YUMC
YUM CHINA HLDGS INC COM
-$4.2M
145,610
-29%
增持
MCD
MCDONALDS CORP COM
+$3.2M
16,159
+479%
清仓
FMAO
FARMERS & MERCHANTS BANCORP IN COM
-$3.0M
0
-100%
增持
VXF
VANGUARD EXTENDED MARKET INDEX FUND
+$2.5M
148,507
+23%
减持
IVV
ISHARES CORE S&P 500 ETF
-$2.5M
12,860
-26%
减持
SPY
SPDR S&P 500 ETF
-$2.4M
23,632
-14%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$2.2M
33,702
+696%
减持
VUG
VANGUARD GROWTH INDEX FUND
-$1.9M
9,270
-35%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.6M
7,976
-36%
减持
MSFT
MICROSOFT CORP COM
-$1.6M
27,121
-8%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.2M
6,267
-53%
减持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
-$1.1M
13,103
-32%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$956.0K
10,401
+78%
减持
AAPL
APPLE INC COM
-$837.0K
94,852
-3%
减持
AMZN
AMAZON COM INC COM
-$797.0K
1,133
-16%
减持
META
META PLATFORMS INC CL A
-$667.0K
2,405
-33%
减持
F
FORD MTR CO DEL COM
-$649.0K
45,342
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$637.0K
15,454
-4%
减持
HD
HOME DEPOT INC COM
-$605.0K
3,780
-10%
减持
GLD
SPDR GOLD SHARES
-$594.0K
5,565
-40%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$515.0K
3,504
-37%
减持
ABT
ABBOTT LABS COM
-$476.0K
11,433
-12%
减持
IJH
ISHARES S&P MIDCAP FUND
-$458.0K
3,783
-27%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$452.0K
4,837
-43%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$439.0K
7,472
-0%
减持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
-$421.0K
81
-98%
减持
JPM
JPMORGAN CHASE & CO COM
-$369.0K
12,313
-5%
建仓
—
LEVEL ONE BANCORP INC COM
+$364.0K
9,125
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$360.0K
4
-100%
减持
CVX
CHEVRON CORP NEW COM
+$358.0K
8,119
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$303.0K
4,235
-18%
减持
—
EXXON MOBIL CORP COM
+$295.0K
33,353
-17%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$288.0K
230
-89%
增持
VEU
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
+$276.0K
7,067
+230%
减持
DIS
DISNEY WALT CO COM
-$273.0K
6,863
-12%
增持
IAU
ISHARES GOLD TRUST
+$273.0K
15,717
+79%
减持
BAC
BK OF AMERICA CORP COM
-$263.0K
5,449
-50%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$250.0K
5,438
+69%
减持
GOOG
ALPHABET INC CAP STK CL C
-$247.0K
642
-9%
增持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
+$233.0K
11,782
+47%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$233.0K
638
-31%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$229.0K
391
-91%
增持
ORCL
ORACLE CORP COM
+$229.0K
9,766
+47%
减持
NFLX
NETFLIX INC COM
-$223.0K
200
-60%
增持
CMA
COMERICA INC COM
+$222.0K
6,219
+59%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$209.0K
88
-98%
减持
HON
HONEYWELL INTL INC COM
-$204.0K
2,789
-22%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$197.0K
2,331
-16%
清仓
—
FLAGSTAR BANCORP INC COM PAR .001
-$197.0K
0
-100%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$193.0K
3,832
减持
LOW
LOWES COS INC COM
-$190.0K
946
-36%
减持
NVDA
NVIDIA CORPORATION COM
-$187.0K
4,483
-6%
减持
TRV
TRAVELERS COMPANIES INC COM
-$187.0K
1
-100%
减持
AMAT
APPLIED MATLS INC COM
-$185.0K
4,905
-7%
减持
VTV
VANGUARD VALUE INDEX FUND
-$183.0K
4,238
-23%
减持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$179.0K
4,790
-1%
减持
PFE
PFIZER INC COM
-$177.0K
18,560
-4%
减持
PYPL
PAYPAL HLDGS INC COM
-$168.0K
1,361
-21%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
+$164.0K
9,366
增持
UPST
UPSTART HLDGS INC COM
+$163.0K
1,766
+783%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$156.0K
18,789
-4%
减持
DHR
DANAHER CORPORATION COM
-$154.0K
2,942
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$154.0K
217
-49%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD COM
-$153.0K
147
-98%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$153.0K
8,775
-8%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$152.0K
4,441
-13%
减持
AVGO
BROADCOM INC COM
-$152.0K
311
-41%
减持
CSCO
CISCO SYS INC COM
-$151.0K
8,394
-14%
减持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$145.0K
727
-40%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$138.0K
2,967
-41%
清仓
SU
SUNCOR ENERGY INC NEW COM
-$136.0K
0
-100%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$134.0K
2,425
+165%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOBAL COM
+$130.0K
13,417
减持
NKE
NIKE INC CL B
-$126.0K
3,457
-2%
减持
TSLA
TESLA INC COM
-$125.0K
331
-27%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$122.0K
501
-61%
减持
BF/B
BROWN FORMAN CORP CL B
-$120.0K
19,563
-0%
减持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$119.0K
328
-79%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$118.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$115.0K
5,247
-12%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$115.0K
1,100
-38%
增持
SBUX
STARBUCKS CORP COM
-$110.0K
4,730
+2%
清仓
XBI
SPDR S&P BIOTECH ETF
-$109.0K
0
-100%
增持
SUI
SUN CMNTYS INC COM
+$108.0K
1,229
+141%
减持
PRU
PRUDENTIAL FINL INC COM
-$106.0K
221
-82%
减持
DTE
DTE ENERGY CO COM
+$105.0K
10,791
-3%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$104.0K
3,035
-14%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$102.0K
2,190
-10%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$99.0K
585
+171%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$97.0K
449
-60%
清仓
—
AMCOR PLC ORD
-$97.0K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$96.0K
1,747
-33%
减持
MMM
3M CO COM
-$96.0K
2,090
-9%
减持
—
TRANE TECHNOLOGIES PLC SHS
-$95.0K
729
-29%
增持
EFA
ISHARES MSCI EAFE ETF
+$95.0K
20,668
+14%
减持
NEE
NEXTERA ENERGY INC COM
-$92.0K
6,029
-7%
减持
COST
COSTCO WHSL CORP NEW COM
-$92.0K
1,988
-9%
减持
EL
LAUDER ESTEE COS INC CL A
-$90.0K
719
-7%
清仓
—
SABA CAPITAL INCOME & OPRNT FD SHARES
-$90.0K
0
-100%
建仓
BUG
GLOBAL X CYBERSECURITY ETF
+$88.0K
2,790
增持
ARKK
ARK INNOVATION ETF
+$86.0K
2,047
+291%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$86.0K
2,965
-42%
减持
CMCSA
COMCAST CORP NEW CL A
-$84.0K
9,416
-10%
减持
MA
MASTERCARD INCORPORATED CL A
-$83.0K
1,572
-12%
减持
CRM
SALESFORCE INC COM
-$83.0K
520
-31%
清仓
KKR
KKR & CO INC COM
-$82.0K
0
-100%
减持
IR
INGERSOLL RAND INC COM
-$82.0K
36
-97%
减持
TXN
TEXAS INSTRS INC COM
-$81.0K
738
-36%
减持
COP
CONOCOPHILLIPS COM
+$80.0K
4,164
-11%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$80.0K
1,640
-4%
建仓
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
+$79.0K
1,171
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$79.0K
2,282
-25%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
+$78.0K
3,767
-3%
减持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$77.0K
342
-47%
增持
BA
BOEING CO COM
+$76.0K
2,857
+22%
建仓
CROX
CROCS INC COM
+$76.0K
1,000
减持
EXC
EXELON CORP COM
-$74.0K
590
-67%
减持
PTLO
PORTILLOS INC COM CL A
-$74.0K
50
-98%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$74.0K
10,803
-1%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
+$73.0K
1,126
+30%
减持
ES
EVERSOURCE ENERGY COM
-$70.0K
14
-98%
减持
CLX
CLOROX CO DEL COM
-$68.0K
1,804
-2%
清仓
PAG
PENSKE AUTOMOTIVE GRP INC COM
-$66.0K
0
-100%
减持
ZTS
ZOETIS INC CL A
-$64.0K
336
-36%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$63.0K
1,311
+1390%
减持
—
BLACKROCK INC COM
-$63.0K
123
-28%
清仓
BCAT
BLACKROCK CAP ALLOCATION TR COM
-$62.0K
0
-100%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$60.0K
729
减持
SDCCQ
SMILEDIRECTCLUB INC CL A COM
-$60.0K
56,165
-36%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$60.0K
851
-4%
增持
GUNR
FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$59.0K
2,359
+84%
减持
TROW
PRICE T ROWE GROUP INC COM
-$58.0K
179
-58%
减持
TJX
TJX COS INC NEW COM
-$58.0K
2,518
-9%
减持
JNJ
JOHNSON & JOHNSON COM
-$58.0K
8,855
-7%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$57.0K
3,168
-5%
减持
CI
CIGNA CORP NEW COM
-$56.0K
62
-80%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
+$56.0K
1,040
+420%
减持
INTU
INTUIT COM
-$56.0K
152
-24%
减持
KO
COCA COLA CO COM
-$56.0K
8,175
-14%
减持
ABBV
ABBVIE INC COM
+$55.0K
15,478
-15%
减持
GILD
GILEAD SCIENCES INC COM
-$55.0K
892
-40%
增持
VFH
VANGUARD FINANCIALS INDEX FUND
+$55.0K
1,482
+72%
减持
INTC
INTEL CORP COM
-$55.0K
10,859
-6%
