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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 61
减持 73
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$91.9M
864,223
+263383%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$23.5M
1,115,758
-22%
增持
VOO
VANGUARD S&P 500 ETF
+$23.2M
422,940
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。
+42%
增持
VV
VANGUARD LARGE-CAP INDEX FUND
+$10.3M
92,925
+242%
减持
SYK
STRYKER CORPORATION COM
-$8.8M
105,087
-6%
减持
AAPL
APPLE INC COM
-$4.8M
86,111
-9%
清仓
—
R1 RCM INC COM
-$2.6M
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$2.0M
24,841
-8%
减持
PEP
PEPSICO INC COM
-$1.8M
361,527
-2%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$1.6M
253,706
-2%
建仓
—
R1 RCM INC COM
+$1.6M
74,252
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.3M
15,300
-1%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$1.1M
873
-20%
增持
AMZN
AMAZON COM INC COM
-$1.1M
24,253
+2041%
清仓
—
AEYE INC CL A COM
-$1.0M
0
-100%
增持
YUMC
YUM CHINA HLDGS INC COM
+$1.0M
145,657
+0%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$1.0M
4
-20%
增持
IVV
ISHARES CORE S&P 500 ETF
-$852.0K
13,140
+2%
增持
SPY
SPDR S&P 500 ETF
-$823.0K
26,141
+11%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$792.0K
53,390
+58%
增持
JNJ
JOHNSON & JOHNSON COM
+$761.0K
13,126
+48%
增持
YUM
YUM BRANDS INC COM
-$735.0K
147,260
+0%
减持
—
EXXON MOBIL CORP COM
-$661.0K
24,448
-27%
减持
VUG
VANGUARD GROWTH INDEX FUND
-$623.0K
9,166
-1%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$600.0K
19,002
减持
NVDA
NVIDIA CORPORATION COM
-$588.0K
4,190
-7%
减持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
-$587.0K
4,495
-62%
减持
EFA
ISHARES MSCI EAFE ETF
-$568.0K
15,314
-26%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$513.0K
9,837
-5%
增持
VXF
VANGUARD EXTENDED MARKET INDEX FUND
-$474.0K
184,040
+24%
增持
DRI
DARDEN RESTAURANTS INC COM
+$450.0K
4,235
+1825%
增持
PM
PHILIP MORRIS INTL INC COM
+$446.0K
7,455
+141%
减持
VBR
VANGUARD SMALL-CAP VALUE INDEX FUND
-$404.0K
12,687
-3%
建仓
—
OLO INC CL A
+$396.0K
40,142
减持
GLD
SPDR GOLD SHARES
-$392.0K
3,639
-35%
减持
ABBV
ABBVIE INC COM
-$390.0K
13,838
-11%
增持
GOOG
ALPHABET INC CAP STK CL C
-$382.0K
645
+0%
清仓
—
LEVEL ONE BANCORP INC COM
-$364.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO COM
-$353.0K
11,762
-4%
增持
TRV
TRAVELERS COMPANIES INC COM
+$345.0K
2,040
+203900%
减持
IAU
ISHARES GOLD TRUST
-$342.0K
6,920
-56%
增持
MDLZ
MONDELEZ INTL INC CL A
+$308.0K
11,514
+78%
减持
DIS
DISNEY WALT CO COM
-$307.0K
6,714
-2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$307.0K
8,719
+9%
减持
F
FORD MTR CO DEL COM
-$301.0K
41,900
-8%
减持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$283.0K
4,598
-4%
增持
PFE
PFIZER INC COM
+$279.0K
23,648
+27%
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$268.0K
18,528
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$263.0K
9,991
+66%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$241.0K
7,486
+0%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
-$225.0K
749
-33%
增持
CVX
CHEVRON CORP NEW COM
+$208.0K
10,565
+30%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$207.0K
2,262
减持
QQQ
INVESCO QQQ TRUST
-$204.0K
1,824
-8%
增持
MCD
MCDONALDS CORP COM
+$202.0K
17,004
+5%
减持
AMAT
APPLIED MATLS INC COM
-$201.0K
4,893
-0%
增持
HD
HOME DEPOT INC COM
+$196.0K
4,838
+28%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$191.0K
7,365
-16%
减持
WFC
WELLS FARGO CO NEW COM
-$190.0K
8,617
-21%
减持
CMA
COMERICA INC COM
-$189.0K
5,086
-18%
减持
SCHW
SCHWAB CHARLES CORP COM
-$187.0K
6,275
-9%
增持
V
VISA INC COM CL A
-$181.0K
7,735
+1%
减持
UPST
UPSTART HLDGS INC COM
-$174.0K
609
-66%
减持
MDY
SPDR S&P MIDCAP 400 ETF
-$173.0K
1,470
-7%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$170.0K
1,534
-43%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$165.0K
17,613
-6%
建仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$163.0K
3,249
增持
ILMN
ILLUMINA INC COM
-$162.0K
1,013
+1%
增持
TD
TORONTO DOMINION BK ONT COM NEW
-$161.0K
12,576
+1%
增持
FRME
FIRST MERCHANTS CORP COM
+$161.0K
6,128
+346%
减持
IJH
ISHARES S&P MIDCAP FUND
-$160.0K
3,781
-0%
减持
ORCL
ORACLE CORP COM
-$160.0K
9,272
-5%
减持
PG
PROCTER AND GAMBLE CO COM
-$155.0K
13,911
-1%
增持
FDX
FEDEX CORP COM
+$143.0K
725
+706%
减持
TGT
TARGET CORP COM
-$142.0K
1,204
-18%
减持
QCOM
QUALCOMM INC COM
-$142.0K
897
-47%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$141.0K
3,484
+3859%
增持
ARKK
ARK INNOVATION ETF
+$136.0K
6,829
+234%
减持
CSCO
CISCO SYS INC COM
-$133.0K
7,863
-6%
减持
SUI
SUN CMNTYS INC COM
-$132.0K
522
-58%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$128.0K
2,036
+73%
增持
BX
BLACKSTONE INC COM
-$123.0K
3,621
+1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$120.0K
8,003
+28%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
-$115.0K
6,102
+2%
增持
COST
COSTCO WHSL CORP NEW COM
-$114.0K
2,150
+8%
增持
DHR
DANAHER CORPORATION COM
-$114.0K
2,955
+0%
减持
MA
MASTERCARD INCORPORATED CL A
-$110.0K
1,432
-9%
增持
NKE
NIKE INC CL B
-$109.0K
3,488
+1%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$108.0K
11,617
+8%
建仓
—
PIONEER NAT RES CO COM
+$105.0K
471
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$104.0K
1,747
-26%
增持
TSLA
TESLA INC COM
-$104.0K
375
+13%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$103.0K
4,532
+92%
增持
—
AON PLC SHS CL A
-$103.0K
1,949
+1%
增持
ABT
ABBOTT LABS COM
-$102.0K
11,517
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$102.0K
5,552
+6%
减持
FTV
FORTIVE CORP COM
-$101.0K
56
-97%
增持
MAR
MARRIOTT INTL INC NEW CL A
-$95.0K
2,882
+4%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
-$93.0K
5,425
-42%
增持
UNP
UNION PAC CORP COM
-$92.0K
1,679
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$92.0K
1,584
-25%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$92.0K
600
-60%
增持
MO
ALTRIA GROUP INC COM
+$90.0K
7,596
+75%
减持
DTE
DTE ENERGY CO COM
-$88.0K
10,566
-2%
清仓
BUG
GLOBAL X CYBERSECURITY ETF
-$88.0K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
-$87.0K
4,411
-1%
减持
WMT
WALMART INC COM
-$86.0K
2,802
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$85.0K
27,418
+64%
减持
SBUX
STARBUCKS CORP COM
-$84.0K
4,530
-4%
建仓
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$84.0K
1,833
增持
LLY
LILLY ELI & CO COM
+$83.0K
1,461
+7%
减持
OMC
OMNICOM GROUP INC COM
-$81.0K
58
-94%
建仓
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
+$81.0K
1,060
减持
VEU
VANGUARD FTSE ALL-WORLD EX US INDEX FUND
-$80.0K
6,555
-7%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$78.0K
1,492
-38%
减持
T
AT&T INC COM
-$78.0K
12,587
-13%
减持
TSN
TYSON FOODS INC CL A
-$76.0K
874
-48%
建仓
OMF
ONEMAIN HLDGS INC COM
+$75.0K
2,000
增持
NSC
NORFOLK SOUTHN CORP COM
-$75.0K
1,560
+3%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$74.0K
4,236
+0%
减持
AVGO
BROADCOM INC COM
-$73.0K
253
-19%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$73.0K
4,677
+33%
减持
CFG
CITIZENS FINL GROUP INC COM
-$72.0K
218
-88%
减持
VFH
VANGUARD FINANCIALS INDEX FUND
-$71.0K
862
-42%
增持
INTC
INTEL CORP COM
+$70.0K
16,245
+50%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$69.0K
1,075
-2%
减持
VTV
VANGUARD VALUE INDEX FUND
-$68.0K
4,234
-0%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$68.0K
5,468
-4%
减持
CTAS
CINTAS CORP COM
-$67.0K
979
-4%
增持
EMR
EMERSON ELEC CO COM
-$65.0K
4,012
+2%
增持
EW
EDWARDS LIFESCIENCES CORP COM
-$65.0K
3,243
+2%
减持
CMS
CMS ENERGY CORP COM
-$65.0K
8,685
-7%
增持
CMCSA
COMCAST CORP NEW CL A
-$64.0K
9,596
+2%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$64.0K
88
-93%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$64.0K
621
-3%
增持
CM
CANADIAN IMPERIAL BK COMM TORO COM
-$63.0K
1,104
+15%
增持
PLD
PROLOGIS INC. COM
-$63.0K
1,789
+5%
减持
CNI
CANADIAN NATL RY CO COM
-$62.0K
2,647
-1%
减持
CWST
CASELLA WASTE SYS INC CL A
-$62.0K
3,250
-4%
清仓
TDTT
FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND
-$61.0K
0
-100%
减持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND
-$61.0K
200
-81%
增持
PYPL
PAYPAL HLDGS INC COM
-$60.0K
1,384
+2%
增持
META
META PLATFORMS INC CL A
-$60.0K
2,944
+22%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$57.0K
308
-62%
建仓
REM
ISHARES MORTGAGE REAL ESTATE ETF
+$56.0K
2,100
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$55.0K
388
-12%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$55.0K
1,433
-37%
增持
DVN
DEVON ENERGY CORP NEW COM
+$54.0K
1,156
+564%
增持
DOV
DOVER CORP COM
-$53.0K
1,574
+1%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$53.0K
463
