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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 18
增持 52
减持 68
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$30.2M
601,224
-30%
增持
VOO
VANGUARD S&P 500 ETF
+$8.8M
473,618
+12%
增持
VV
VANGUARD LARGE-CAP ETF
+$5.0M
128,690
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。
+38%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$4.7M
466,052
+84%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$2.8M
212,047
+15%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$2.1M
28,005
+121%
增持
AAPL
APPLE INC COM
+$2.0M
100,002
+16%
增持
PEP
PEPSICO INC COM
-$1.2M
361,550
+0%
增持
VUG
VANGUARD GROWTH ETF
+$1.2M
15,224
+66%
减持
YUM
YUM BRANDS INC COM
-$1.1M
147,230
-0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.0M
1,279,751
+15%
减持
—
R1 RCM INC COM
-$994.0K
30,328
-59%
减持
MSFT
MICROSOFT CORP COM
-$687.0K
24,444
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$481.0K
13,841
-10%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$479.0K
63,247
+18%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$438.0K
3,945
+687%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$417.0K
3
-25%
增持
SPY
SPDR S&P 500 ETF TRUST
-$403.0K
26,455
+1%
减持
PG
PROCTER AND GAMBLE CO COM
-$388.0K
12,767
-8%
减持
SYK
STRYKER CORPORATION COM
+$360.0K
104,993
-0%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$319.0K
3,762
+85%
减持
MCD
MCDONALDS CORP COM
-$317.0K
16,819
-1%
减持
COST
COSTCO WHSL CORP NEW COM
-$312.0K
1,523
-29%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$308.0K
6,267
-22%
增持
GNTX
GENTEX CORP COM
-$301.0K
77,000
+1%
清仓
—
JACOBS ENGR GROUP INC COM
-$274.0K
0
-100%
减持
PFE
PFIZER INC COM
-$262.0K
22,341
-6%
增持
IVV
ISHARES CORE S&P 500 ETF
-$246.0K
13,205
+0%
增持
AMZN
AMAZON COM INC COM
+$242.0K
24,934
+3%
减持
INTC
INTEL CORP COM
-$242.0K
14,204
-13%
建仓
J
JACOBS SOLUTIONS INC COM
+$233.0K
2,144
减持
JNJ
JOHNSON & JOHNSON COM
-$231.0K
12,852
-2%
建仓
FSLR
FIRST SOLAR INC COM
+$226.0K
1,707
建仓
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$220.0K
4,770
减持
CVX
CHEVRON CORP NEW COM
-$218.0K
9,133
-14%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$218.0K
15,768
-15%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$217.0K
2,472
-62%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$217.0K
8,031
-8%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$214.0K
7,164
-4%
增持
GOOG
ALPHABET INC CAP STK CL C
-$212.0K
12,470
+1833%
减持
NKE
NIKE INC CL B
-$212.0K
1,729
-50%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$208.0K
4,851
-13%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$207.0K
0
-100%
减持
BF/B
BROWN FORMAN CORP CL B
-$205.0K
16,873
-11%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$196.0K
6,135
+39%
减持
V
VISA INC COM CL A
-$195.0K
7,476
-3%
增持
ABBV
ABBVIE INC COM
-$185.0K
14,410
+4%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$181.0K
8,052
+40%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$176.0K
18,040
+1966%
减持
YUMC
YUM CHINA HLDGS INC COM
-$172.0K
145,610
-0%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$170.0K
9,523
+29%
减持
PLD
PROLOGIS INC. COM
-$169.0K
416
-77%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$167.0K
8,231
+82%
减持
BA
BOEING CO COM
-$167.0K
2,872
-24%
减持
ABT
ABBOTT LABS COM
-$157.0K
11,307
-2%
减持
JPM
JPMORGAN CHASE & CO COM
-$157.0K
11,172
-5%
减持
NVDA
NVIDIA CORPORATION COM
-$153.0K
3,972
-5%
减持
FDX
FEDEX CORP COM
-$151.0K
90
-88%
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$145.0K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$144.0K
978
+1024%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$136.0K
2,428
减持
GS
GOLDMAN SACHS GROUP INC COM
-$133.0K
377
-54%
减持
DTE
DTE ENERGY CO COM
-$132.0K
10,488
-1%
减持
PM
PHILIP MORRIS INTL INC COM
-$128.0K
7,318
-2%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$125.0K
4,865
+88%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$123.0K
3,104
+169%
减持
CMCSA
COMCAST CORP NEW CL A
-$120.0K
8,761
-9%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$115.0K
2,969
-34%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$111.0K
1,790
+78%
增持
—
BIOHAVEN PHARMACTL HLDG CO LTD COM
+$108.0K
725
+5942%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$107.0K
4,533
+1692%
建仓
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$107.0K
2,419
增持
—
EXXON MOBIL CORP COM
+$103.0K
25,164
+3%
减持
META
META PLATFORMS INC CL A
-$102.0K
2,746
-7%
减持
ORCL
ORACLE CORP COM
-$97.0K
9,018
-3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$96.0K
7,504
-0%
减持
NEOG
NEOGEN CORP COM
-$93.0K
8,108
-5%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$93.0K
2,532
+691%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$89.0K
2,030
+1145%
减持
CWST
CASELLA WASTE SYS INC CL A
-$87.0K
1,950
-40%
减持
KO
COCA COLA CO COM
-$87.0K
8,248
-5%
清仓
—
JPMORGAN ALERIAN MLP INDEX ETN
-$86.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CL A
-$85.0K
11,483
-0%
清仓
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$84.0K
0
-100%
增持
VTV
VANGUARD VALUE ETF
+$83.0K
5,189
+23%
建仓
SCHK
SCHWAB 1000 INDEX ETF
+$83.0K
2,396
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$82.0K
9,878
+0%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$80.0K
684
-33%
减持
COP
CONOCOPHILLIPS COM
-$74.0K
3,263
-28%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$74.0K
4,262
+1%
减持
T
AT&T INC COM
-$73.0K
12,427
-1%
增持
EFA
ISHARES MSCI EAFE ETF
-$73.0K
15,769
+3%
建仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$70.0K
702
建仓
BLV
VANGUARD LONG-TERM BOND ETF
+$70.0K
967
减持
AMAT
APPLIED MATLS INC COM
-$69.0K
4,585
-6%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$68.0K
578
-7%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$65.0K
2,524
+44%
增持
TIP
ISHARES TIPS BOND ETF
+$65.0K
680
+1183%
减持
TD
TORONTO DOMINION BK ONT COM NEW
-$64.0K
12,412
-1%
建仓
MBB
ISHARES MBS ETF
+$64.0K
700
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$63.0K
1,399
+1490%
减持
MRK
MERCK & CO INC COM
-$62.0K
5,690
-6%
减持
AMGN
AMGEN INC COM
-$61.0K
2,078
-4%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$61.0K
884
-44%
增持
TSLA
TESLA INC COM
+$61.0K
1,185
+216%
增持
FNDA
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
+$60.0K
1,562
+1040%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$59.0K
2,295
-3%
增持
DRI
DARDEN RESTAURANTS INC COM
+$58.0K
4,254
+0%
清仓
—
COHERENT INC COM
-$58.0K
0
-100%
清仓
REM
ISHARES MORTGAGE REAL ESTATE ETF
-$56.0K
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
+$55.0K
770
+77%
增持
QQQ
INVESCO QQQ TRUST
+$55.0K
2,119
+16%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$54.0K
742
-50%
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$53.0K
3,035
-17%
增持
SBUX
STARBUCKS CORP COM
+$53.0K
4,734
+5%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$53.0K
5,468
+36%
建仓
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$52.0K
1,086
减持
D
DOMINION ENERGY INC COM
-$52.0K
567
-50%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$51.0K
2,320
-29%
建仓
NUHY
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF
+$50.0K
2,555
减持
CSCO
CISCO SYS INC COM
-$49.0K
7,154
-9%
建仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$49.0K
850
建仓
HDEF
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF
+$49.0K
2,686
减持
MMM
3M CO COM
-$49.0K
2,040
-4%
减持
—
MEDTRONIC PLC SHS
-$47.0K
1,164
-26%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$47.0K
615
清仓
NVG
NUVEEN AMT FREE MUN CR INC FD COM
-$46.0K
0
-100%
减持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
-$46.0K
1,281
-46%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$46.0K
3,168
-2%
建仓
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
+$45.0K
962
增持
MA
MASTERCARD INCORPORATED CL A
-$45.0K
1,433
+0%
增持
PAYX
PAYCHEX INC COM
+$44.0K
1,528
+37%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$44.0K
3,698
-2%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$43.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$43.0K
1,257
-21%
增持
CINF
CINCINNATI FINL CORP COM
-$42.0K
1,438
+0%
建仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$42.0K
527
建仓
NUMG
NUVEEN ESG MID-CAP GROWTH ETF
+$42.0K
1,267
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$41.0K
0
-100%
增持
CLX
CLOROX CO DEL COM
+$41.0K
2,307
+28%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$41.0K
313
-38%
建仓
PRFZ
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
+$41.0K
281
减持
TRV
TRAVELERS COMPANIES INC COM
-$39.0K
2,000
-2%
减持
CE
CELANESE CORP DEL COM
-$38.0K
111
-73%
减持
CRM
SALESFORCE INC COM
-$38.0K
384
-32%
清仓
FPF
FIRST TR INTER DURATN PFD & IN COM
-$37.0K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$37.0K
5,553
+15%
减持
PGR
PROGRESSIVE CORP COM
-$36.0K
286
-52%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
-$36.0K
0
-100%
增持
GLD
SPDR GOLD SHARES
-$36.0K
3,733
+3%
