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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 10
增持 73
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$34.2M
539,957
+14%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$12.7M
1,412,087
+10%
增持
VV
VANGUARD LARGE-CAP ETF
+$8.7M
170,875
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。
+33%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$7.6M
73,319
+162%
增持
PEP
PEPSICO INC COM
+$6.3M
361,661
+0%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$5.4M
243,585
+15%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$5.2M
581,783
+25%
减持
SYK
STRYKER CORPORATION COM
+$4.3M
104,716
-0%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$3.5M
618,002
+3%
增持
YUM
YUM BRANDS INC COM
+$3.2M
147,249
+0%
增持
MRK
MERCK & CO INC COM
+$1.5M
17,527
+208%
增持
CMA
COMERICA INC COM
+$1.3M
25,043
+392%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.2M
29,272
+664%
减持
VUG
VANGUARD GROWTH ETF
-$1.1M
10,218
-33%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.0M
14,764
+49%
减持
AMZN
AMAZON COM INC COM
-$789.9K
24,144
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$780.3K
14,491
+5%
增持
IVV
ISHARES CORE S&P 500 ETF
+$719.8K
14,200
+8%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$588.9K
7,254
+1%
增持
MCD
MCDONALDS CORP COM
+$585.0K
16,947
+1%
减持
—
EXXON MOBIL CORP COM
+$570.6K
25,092
-0%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$561.0K
49,794
-21%
减持
SPY
SPDR S&P 500 ETF TRUST
+$547.8K
26,166
-1%
建仓
TILT
FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND
+$525.7K
3,538
增持
V
VISA INC COM CL A
+$395.4K
8,295
+11%
增持
CVX
CHEVRON CORP NEW COM
+$368.6K
9,363
+3%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$348.7K
1,868
-50%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$345.7K
5,911
-38%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$310.6K
4,488
+408%
减持
PG
PROCTER AND GAMBLE CO COM
+$308.5K
12,671
-1%
减持
BX
BLACKSTONE INC COM
-$303.4K
507
-88%
建仓
GABC
GERMAN AMERN BANCORP INC COM
+$296.4K
7,946
增持
SBUX
STARBUCKS CORP COM
+$282.7K
6,872
+45%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$271.5K
3,720
+5623%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$269.2K
2,673
-68%
减持
—
INMODE LTD SHS
-$245.0K
0
-100%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$241.8K
3,867
-37%
减持
ABBV
ABBVIE INC COM
+$240.4K
13,454
-7%
减持
JPM
JPMORGAN CHASE & CO COM
+$237.2K
10,478
-6%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$232.8K
3,153
+233%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$222.8K
1,959
-50%
清仓
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
-$220.0K
0
-100%
减持
META
META PLATFORMS INC CL A
-$216.4K
1,301
-53%
增持
HON
HONEYWELL INTL INC COM
+$213.2K
3,179
+13%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$209.9K
5,121
-36%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$200.7K
39,196
+47%
增持
HD
HOME DEPOT INC COM
+$200.4K
4,747
+1%
增持
PFE
PFIZER INC COM
+$198.3K
22,957
+3%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$187.9K
5,942
+140%
减持
TSLA
TESLA INC COM
-$176.0K
1,120
-5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$175.3K
7,070
-12%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$174.6K
17,118
+9%
增持
JNJ
JOHNSON & JOHNSON COM
+$172.0K
12,856
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$169.1K
75
-93%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$168.5K
1,627
+124%
增持
IAU
ISHARES GOLD TRUST
+$166.5K
11,145
+61%
增持
ABT
ABBOTT LABS COM
+$155.5K
11,381
+1%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$152.6K
1,171
+274%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$147.5K
2,282
-53%
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$145.7K
1,382
增持
MDLZ
MONDELEZ INTL INC CL A
+$139.3K
11,542
+1%
减持
INTC
INTEL CORP COM
-$138.8K
8,597
-39%
减持
ORCL
ORACLE CORP COM
+$137.8K
8,427
-7%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$136.0K
3,504
+106%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$131.9K
18,067
+0%
减持
BA
BOEING CO COM
+$131.0K
2,514
-12%
减持
EFA
ISHARES MSCI EAFE ETF
+$121.2K
15,314
-3%
增持
TRV
TRAVELERS COMPANIES INC COM
+$114.5K
2,243
+12%
减持
DRI
DARDEN RESTAURANTS INC COM
-$114.5K
3,054
-28%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$113.3K
4,893
+1%
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$112.0K
0
-100%
清仓
—
BIOHAVEN PHARMACTL HLDG CO LTD COM
-$110.0K
0
-100%
增持
NKE
NIKE INC CL B
+$109.7K
2,168
+25%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$107.8K
7,526
+38%
清仓
—
MACATAWA BK CORP COM
-$105.0K
0
-100%
增持
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
+$103.9K
2,862
+143%
减持
CROX
CROCS INC COM
-$103.0K
0
-100%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$102.2K
3,728
+84%
增持
NVDA
NVIDIA CORPORATION COM
+$101.7K
3,994
+1%
减持
MSFT
MICROSOFT CORP COM
-$101.3K
23,316
-5%
建仓
COKE
COCA COLA CONS INC COM
+$96.3K
188
建仓
IYF
ISHARES U.S. FINANCIALS ETF
+$93.9K
1,244
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$92.1K
8,063
+1%
增持
—
DUPONT DE NEMOURS INC COM
+$91.3K
2,073
+105%
增持
AMGN
AMGEN INC COM
+$90.1K
2,125
+2%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$87.6K
17,625
+0%
减持
—
PIONEER NAT RES CO COM
-$87.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$84.6K
4,396
+0%
建仓
ODFL
OLD DOMINION FREIGHT LINE INC COM
+$83.4K
294
清仓
SCHK
SCHWAB 1000 INDEX ETF
-$83.0K
0
-100%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$82.1K
3,789
+28%
减持
MA
MASTERCARD INCORPORATED CL A
+$81.9K
1,406
-2%
减持
DIS
DISNEY WALT CO COM
-$81.5K
6,463
-5%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$79.2K
3,680
-0%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$77.8K
1,222
+324%
建仓
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$77.4K
1,554
增持
NSC
NORFOLK SOUTHN CORP COM
+$77.2K
1,636
+5%
建仓
RWR
SPDR DOW JONES REIT ETF
+$76.7K
880
增持
SCHW
SCHWAB CHARLES CORP COM
+$73.5K
5,999
+1%
建仓
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$73.1K
1,069
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
+$72.7K
6,421
+42%
增持
DOW
DOW INC COM
+$72.3K
2,307
+130%
清仓
TIP
ISHARES TIPS BOND ETF
-$71.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$70.3K
5,450
-27%
清仓
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
-$70.0K
0
-100%
清仓
BLV
VANGUARD LONG-TERM BOND ETF
-$70.0K
0
-100%
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$70.0K
0
-100%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$69.3K
2,235
+8178%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$69.0K
1,657
+1%
增持
CMCSA
COMCAST CORP NEW CL A
+$68.0K
9,294
+6%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
-$68.0K
0
-100%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$67.0K
4,841
+3%
减持
DVN
DEVON ENERGY CORP NEW COM
-$66.3K
44
-96%
增持
KO
COCA COLA CO COM
+$64.0K
8,269
+0%
清仓
MBB
ISHARES MBS ETF
-$64.0K
0
-100%
减持
FRME
FIRST MERCHANTS CORP COM
-$63.2K
4,228
-31%
增持
CTVA
CORTEVA INC COM
+$63.1K
2,315
+82%
减持
MS
MORGAN STANLEY COM NEW
-$61.9K
883
-49%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$61.5K
2,659
+60%
减持
OXY
OCCIDENTAL PETE CORP COM
-$61.4K
200
-83%
清仓
OMF
ONEMAIN HLDGS INC COM
-$59.0K
0
-100%
增持
NVO
NOVO-NORDISK A S ADR
+$59.0K
495
+519%
增持
—
BLACKROCK INC COM
+$58.0K
168
+53%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$55.9K
3,802
-11%
增持
TJX
TJX COS INC NEW COM
+$55.8K
2,586
+7%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$55.7K
158
-58%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$53.3K
848
+133%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$53.0K
1,796
+14%
清仓
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$52.0K
0
-100%
减持
SDCCQ
SMILEDIRECTCLUB INC CL A COM
-$50.8K
530
-99%
增持
VB
VANGUARD SMALL-CAP ETF
+$50.4K
994
+29%
减持
CAT
CATERPILLAR INC COM
+$50.1K
877
-10%
清仓
NUHY
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF
-$50.0K
0
-100%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$49.8K
347
-75%
清仓
HDEF
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF
-$49.0K
0
-100%
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$49.0K
0
-100%
增持
CMS
CMS ENERGY CORP COM
+$48.8K
8,760
+1%
减持
PM
PHILIP MORRIS INTL INC COM
+$48.2K
6,484
-11%
清仓
ALTO
ALTO INGREDIENTS INC COM
-$47.0K
0
-100%
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$46.8K
1,420
减持
NEE
NEXTERA ENERGY INC COM
+$46.6K
9,911
-1%
增持
SDY
SPDR S&P DIVIDEND ETF
+$46.4K
3,424
+0%
增持
SCHP
SCHWAB US TIPS ETF
+$46.4K
992
+845%
减持
VTV
VANGUARD VALUE ETF
+$46.3K
4,896
-6%
减持
NIO
NIO INC SPON ADS
-$45.6K
2,400
-45%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$45.0K
2,908
-8%
清仓
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
-$45.0K
0
-100%
增持
TXN
TEXAS INSTRS INC COM
+$44.5K
887
+34%
增持
GATX
GATX CORP COM
+$44.3K
482
+488%
减持
LLY
LILLY ELI & CO COM
+$42.2K
1,392
-4%
