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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 35
减持 92
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$40.7M
612,637
+13%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$7.5M
535,853
-13%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.2M
1,450,203
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。
+3%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$5.6M
38,281
-48%
增持
SYK
STRYKER CORPORATION COM
+$4.3M
104,750
+0%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$3.5M
255,736
+5%
减持
AAPL
APPLE INC COM
+$3.0M
101,599
-4%
减持
MCD
MCDONALDS CORP COM
-$1.7M
9,742
-43%
减持
CMA
COMERICA INC COM
-$1.5M
5,086
-80%
减持
VV
VANGUARD LARGE-CAP ETF
+$1.2M
165,879
-3%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$1.1M
4,229
-86%
增持
VUG
VANGUARD GROWTH ETF
+$1.1M
13,147
+29%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$1.1M
380
-95%
减持
MSFT
MICROSOFT CORP COM
+$964.8K
22,742
-2%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$650.1K
7,164
-1%
减持
YUM
YUM BRANDS INC COM
+$583.6K
147,208
-0%
减持
SPY
SPDR S&P 500 ETF TRUST
+$573.4K
25,867
-1%
增持
—
OLO INC CL A
+$567.4K
100,284
+150%
减持
NVDA
NVIDIA CORPORATION COM
+$497.1K
3,891
-3%
减持
PEP
PEPSICO INC COM
+$492.2K
361,108
-0%
增持
—
R1 RCM INC COM
+$482.8K
54,326
+79%
增持
VTV
VANGUARD VALUE ETF
+$443.1K
8,184
+67%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$430.7K
524,361
-10%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$416.6K
4,618
+136%
减持
PFE
PFIZER INC COM
-$386.9K
19,348
-16%
建仓
VOE
VANGUARD MID-CAP VALUE ETF
+$362.3K
2,702
减持
MRK
MERCK & CO INC COM
-$352.7K
14,963
-15%
减持
JNJ
JOHNSON & JOHNSON COM
-$349.9K
12,394
-4%
增持
DTE
DTE ENERGY CO COM
+$331.2K
14,301
+36%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$307.6K
18,333
+1%
减持
KO
COCA COLA CO COM
-$303.6K
3,585
-57%
减持
AMZN
AMAZON COM INC COM
+$299.4K
22,533
-7%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$298.1K
4,284
-32%
清仓
GABC
GERMAN AMERN BANCORP INC COM
-$296.4K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$260.4K
4,046
-41%
减持
IVV
ISHARES CORE S&P 500 ETF
-$252.5K
12,658
-11%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$250.1K
343
-91%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$230.9K
28,729
-27%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$220.5K
947
-70%
减持
CVX
CHEVRON CORP NEW COM
-$209.0K
9,019
-4%
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$205.9K
2,198
减持
CVS
CVS HEALTH CORP COM
-$205.6K
1,909
-49%
减持
GOOG
ALPHABET INC CAP STK CL C
+$203.5K
13,811
-1%
减持
SCHW
SCHWAB CHARLES CORP COM
-$186.9K
5,968
-1%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$186.2K
4,832
+13%
减持
CMCSA
COMCAST CORP NEW CL A
-$183.2K
3,741
-60%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$171.0K
3,773
-22%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$157.2K
2,187
-3%
增持
ORCL
ORACLE CORP COM
+$153.0K
9,060
+8%
减持
ABT
ABBOTT LABS COM
-$145.4K
10,904
-4%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$143.3K
2,327
+316%
增持
QQQ
INVESCO QQQ TRUST
+$143.1K
2,292
+3%
增持
META
META PLATFORMS INC CL A
+$140.6K
1,402
+8%
减持
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
-$134.5K
89
-95%
减持
ABBV
ABBVIE INC COM
-$133.8K
12,804
-5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$133.7K
5,652
-20%
建仓
SONY
SONY GROUP CORPORATION SPONSORED ADR
+$128.3K
1,415
减持
IAU
ISHARES GOLD TRUST
-$126.9K
6,920
-38%
减持
HON
HONEYWELL INTL INC COM
-$116.7K
2,954
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$116.4K
4,371
-11%
减持
—
EXXON MOBIL CORP COM
-$115.8K
24,182
-4%
增持
EFA
ISHARES MSCI EAFE ETF
+$108.5K
15,580
+2%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$105.3K
2,290
+66%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$102.9K
1,704
-51%
减持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
-$101.1K
1,787
-52%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$99.7K
4,854
+28%
减持
AMAT
APPLIED MATLS INC COM
+$99.0K
3,898
-0%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$97.5K
40
-97%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$97.4K
3,536
-20%
增持
WTFC
WINTRUST FINL CORP COM
+$96.8K
1,764
+367%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$96.6K
49,573
-0%
清仓
COKE
COCA COLA CONS INC COM
-$96.3K
0
-100%
减持
ORMP
ORAMED PHARMACEUTICALS INC COM NEW
-$95.2K
0
-100%
清仓
IYF
ISHARES U.S. FINANCIALS ETF
-$93.9K
0
-100%
增持
HD
HOME DEPOT INC COM
-$92.8K
4,766
+0%
减持
NEE
NEXTERA ENERGY INC COM
-$86.1K
9,632
-3%
增持
INTU
INTUIT COM
+$85.1K
355
+89%
清仓
ODFL
OLD DOMINION FREIGHT LINE INC COM
-$83.4K
0
-100%
减持
TSLA
TESLA INC COM
+$83.2K
1,066
-5%
减持
WFC
WELLS FARGO CO NEW COM
-$79.1K
7,168
-15%
增持
BA
BOEING CO COM
+$78.1K
2,622
+4%
清仓
IGLB
ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$77.4K
0
-100%
减持
RWR
SPDR DOW JONES REIT ETF
-$76.7K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC COM
-$76.2K
2,009
-10%
清仓
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
-$73.1K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP COM
-$72.8K
1,559
-5%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$72.8K
1,874
+15%
减持
VB
VANGUARD SMALL-CAP ETF
-$72.3K
581
-42%
增持
PG
PROCTER AND GAMBLE CO COM
+$72.3K
13,402
+6%
增持
F
FORD MTR CO DEL COM
+$71.5K
45,217
+6%
增持
SDY
SPDR S&P DIVIDEND ETF
+$71.0K
4,037
+18%
清仓
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
-$70.3K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$70.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$68.0K
14,277
-1%
增持
VO
VANGUARD MID-CAP ETF
+$67.9K
894
+51%
减持
LMT
LOCKHEED MARTIN CORP COM
-$66.9K
157
-46%
清仓
—
CANADIAN PAC RY LTD COM
-$66.8K
0
-100%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
-$66.7K
3,835
-40%
减持
PAYX
PAYCHEX INC COM
-$66.0K
1,024
-35%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$64.8K
335
-68%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$62.3K
5,095
+38%
增持
ARKK
ARK INNOVATION ETF
+$61.7K
6,695
+0%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$61.5K
3,803
+0%
减持
TGT
TARGET CORP COM
-$59.6K
897
-36%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$57.7K
750
减持
MS
MORGAN STANLEY COM NEW
-$57.5K
200
-77%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$56.5K
1,697
-44%
减持
—
BLACKROCK INC COM
-$56.2K
94
-44%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$55.4K
1,432
-52%
建仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$55.2K
181
建仓
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$54.4K
3,521
减持
FTNT
FORTINET INC COM
+$54.2K
3,205
-1%
建仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$53.6K
1,833
减持
VHT
VANGUARD HEALTH CARE ETF
-$52.2K
740
-20%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$52.1K
308
-64%
清仓
SCHP
SCHWAB US TIPS ETF
-$51.4K
0
-100%
减持
GATX
GATX CORP COM
-$51.3K
0
-100%
增持
PH
PARKER-HANNIFIN CORP COM
+$51.0K
485
+26%
建仓
—
THOMSON REUTERS CORP. COM NEW
+$50.5K
388
减持
DHR
DANAHER CORPORATION COM
-$50.3K
2,886
-2%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$50.1K
1,498
-17%
建仓
BBH
VANECK BIOTECH ETF
+$48.6K
300
减持
PRF
INVESCO FTSE RAFI US 1000 ETF
-$48.4K
5,595
-6%
增持
COP
CONOCOPHILLIPS COM
-$48.1K
2,970
+2%
减持
DRI
DARDEN RESTAURANTS INC COM
+$48.0K
3,032
-1%
减持
NKE
NIKE INC CL B
-$47.6K
1,680
-23%
清仓
CME
CME GROUP INC COM
-$47.1K
0
-100%
减持
TXN
TEXAS INSTRS INC COM
-$45.7K
542
-39%
减持
V
VISA INC COM CL A
+$45.6K
7,846
-5%
减持
MMM
3M CO COM
-$45.3K
1,940
-7%
减持
FRME
FIRST MERCHANTS CORP COM
-$44.4K
3,928
-7%
减持
LLY
LILLY ELI & CO COM
-$42.9K
1,358
-2%
清仓
—
FERRARI N V COM
-$42.8K
0
-100%
清仓
VTWG
VANGUARD RUSSELL 2000 GROWTH ETF
-$41.9K
0
-100%
减持
BF/B
BROWN FORMAN CORP CL B
-$41.8K
16,765
-2%
减持
GNTX
GENTEX CORP COM
+$41.7K
76,400
-1%
增持
CLX
CLOROX CO DEL COM
+$41.6K
2,310
+0%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$40.5K
16,497
-6%
增持
ZROZ
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETF
+$40.3K
486
+575%
减持
T
AT&T INC COM
-$40.2K
5,822
-30%
建仓
DFUS
DIMENSIONAL U.S. EQUITY ETF
+$39.5K
889
减持
AMP
AMERIPRISE FINL INC COM
-$39.0K
8
-94%
减持
SCI
SERVICE CORP INTL COM
-$38.2K
0
-100%
减持
J
JACOBS SOLUTIONS INC COM
-$37.0K
1,876
-13%
减持
CHD
CHURCH & DWIGHT CO INC COM
-$36.9K
151
-76%
清仓
FQAL
FIDELITY QUALITY FACTOR ETF
-$36.7K
0
-100%
减持
LOW
LOWES COS INC COM
-$36.5K
810
-19%
减持
ING
ING GROEP N.V. SPONSORED ADR
-$36.5K
0
-100%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$35.2K
6,298
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$35.1K
113
-38%
