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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 69
减持 53
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$92.0M
791,631
+29%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$6.6M
1,562,127
+8%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$4.3M
500,738
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。
-7%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$4.3M
269,518
+5%
增持
VV
VANGUARD LARGE-CAP ETF
+$3.6M
170,847
+3%
减持
AAPL
APPLE INC COM
+$2.2M
97,621
-4%
增持
SYK
STRYKER CORPORATION COM
+$2.1M
105,016
+0%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$2.0M
24,561
-36%
增持
MSFT
MICROSOFT CORP COM
+$1.4M
23,444
+3%
增持
PEP
PEPSICO INC COM
+$1.3M
362,677
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.1M
26,271
+2%
增持
JPM
JPMORGAN CHASE & CO COM
+$878.8K
15,784
+45%
减持
V
VISA INC COM CL A
-$839.0K
3,916
-50%
增持
NVDA
NVIDIA CORPORATION COM
+$751.3K
4,331
+11%
减持
GLD
SPDR GOLD SHARES
-$572.1K
99
-97%
增持
IVV
ISHARES CORE S&P 500 ETF
+$541.8K
12,890
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$477.9K
14,964
+8%
减持
VTV
VANGUARD VALUE ETF
-$455.6K
4,748
-42%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$389.6K
505,621
-4%
增持
ABBV
ABBVIE INC COM
-$309.1K
12,851
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$301.9K
13,813
-3%
增持
JNJ
JOHNSON & JOHNSON COM
+$293.8K
13,381
+8%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$278.4K
2,410
-34%
减持
—
R1 RCM INC COM
-$272.1K
29,419
-46%
增持
MCD
MCDONALDS CORP COM
+$262.8K
10,009
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$251.8K
13,955
+1%
增持
LDOS
LEIDOS HOLDINGS INC COM
+$251.3K
3,203
+818%
建仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$246.6K
10,831
增持
PFE
PFIZER INC COM
+$246.0K
28,227
+46%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$229.9K
17,808
-3%
减持
AMZN
AMAZON COM INC COM
+$227.4K
19,599
-13%
建仓
—
CAMBRIDGE BANCORP COM
+$210.7K
3,880
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$197.6K
216
-91%
减持
LLY
LILLY ELI & CO COM
+$166.7K
1,350
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$160.4K
2,484
+14%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$142.4K
5,536
-2%
减持
VUG
VANGUARD GROWTH ETF
-$138.1K
11,102
-16%
减持
MRK
MERCK & CO INC COM
+$131.9K
14,939
-0%
增持
ABT
ABBOTT LABS COM
+$130.7K
11,327
+4%
增持
NUE
NUCOR CORP COM
+$121.6K
1,273
+126%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$113.7K
5,107
+20%
建仓
TXRH
TEXAS ROADHOUSE INC COM
+$112.3K
1,000
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$104.5K
4,795
+12%
增持
SCHW
SCHWAB CHARLES CORP COM
+$98.4K
7,251
+21%
减持
GNTX
GENTEX CORP COM
-$96.2K
69,900
-9%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$95.0K
3,913
+105%
增持
AXP
AMERICAN EXPRESS CO COM
+$93.6K
1,204
+71%
增持
WTFC
WINTRUST FINL CORP COM
+$86.2K
2,959
+68%
减持
—
EXXON MOBIL CORP COM
-$81.4K
23,966
-1%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$79.7K
2,207
-4%
减持
DRI
DARDEN RESTAURANTS INC COM
-$76.1K
2,360
-22%
增持
TSLA
TESLA INC COM
+$74.6K
1,130
+6%
减持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$70.9K
2,811
-21%
减持
NEE
NEXTERA ENERGY INC COM
-$65.4K
9,124
-5%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$64.7K
7,030
+18%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$64.1K
1,312
+57%
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$63.9K
6,462
+162%
建仓
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
+$62.3K
3,000
减持
T
AT&T INC COM
-$61.4K
3,180
-45%
减持
SDY
SPDR S&P DIVIDEND ETF
-$58.8K
3,594
-11%
清仓
DCO
DUCOMMUN INC DEL COM
-$57.4K
0
-100%
增持
MMM
3M CO COM
+$55.3K
2,590
+34%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$55.2K
510
+1%
减持
COST
COSTCO WHSL CORP NEW COM
+$55.1K
1,435
-1%
清仓
PHYS
SPROTT PHYSICAL GOLD TR UNIT
-$54.4K
0
-100%
建仓
PPA
INVESCO AEROSPACE & DEFENSE ETF
+$53.6K
635
清仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$53.6K
0
-100%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$53.4K
3,796
+4%
增持
AVGO
BROADCOM INC COM
+$52.2K
197
+6%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$52.1K
48,087
-3%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$51.5K
1,326
增持
ADI
ANALOG DEVICES INC COM
+$50.7K
391
+203%
清仓
—
THOMSON REUTERS CORP. COM NEW
-$50.5K
0
-100%
建仓
—
THOMSON REUTERS CORP. COM
+$50.5K
374
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$50.2K
0
-100%
减持
HON
HONEYWELL INTL INC COM
-$50.0K
2,480
-16%
清仓
BBH
VANECK BIOTECH ETF
-$48.6K
0
-100%
建仓
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$48.6K
647
减持
ORCL
ORACLE CORP COM
+$48.5K
7,476
-17%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$48.2K
2,666
+0%
清仓
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
-$48.2K
0
-100%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$47.3K
1,081
+19%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$47.2K
1,132
+148%
清仓
ZROZ
PIMCO 25 YEAR ZERO COUPON US TREASURY INDEX ETF
-$46.6K
0
-100%
清仓
DAN
DANA INC COM
-$46.3K
0
-100%
减持
AMGN
AMGEN INC COM
-$45.9K
2,241
-0%
增持
PG
PROCTER AND GAMBLE CO COM
+$45.9K
13,435
+0%
增持
FSLR
FIRST SOLAR INC COM
-$45.4K
1,713
+0%
增持
ILMN
ILLUMINA INC COM
-$45.4K
1,039
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$44.8K
2,496
+51%
增持
BA
BOEING CO COM
+$44.6K
2,849
+9%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$44.1K
2,299
-15%
减持
—
EATON CORP PLC SHS
+$43.8K
1,548
-1%
增持
SAIC
SCIENCE APPLICATIONS INTL CORP COM
+$43.6K
649
+137%
建仓
AGZ
ISHARES AGENCY BOND ETF
+$42.8K
400
增持
NOW
SERVICENOW INC COM
+$42.5K
303
+10%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$42.4K
3,659
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$40.7K
4,586
+5%
减持
BF/B
BROWN FORMAN CORP CL B
+$40.1K
16,736
-0%
增持
CVS
CVS HEALTH CORP COM
+$40.1K
2,632
+38%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$39.9K
2,690
+17%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$39.4K
2,176
-1%
增持
WFC
WELLS FARGO CO NEW COM
+$38.7K
7,184
+0%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$38.5K
320
+84%
减持
MLKN
MILLERKNOLL INC COM
-$37.8K
5,652
-5%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$37.8K
411
-28%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$36.8K
0
-100%
增持
DIS
DISNEY WALT CO COM
+$36.7K
6,722
+19%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$36.4K
0
-100%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$35.5K
2,924
+16%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$34.8K
272
+58%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$34.3K
2,850
+21%
增持
—
CARNIVAL CORP COMMON STOCK
+$34.0K
3,612
+8%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$33.8K
3,774
+0%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$32.9K
17,487
-8%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$32.7K
6,352
+7%
减持
DTE
DTE ENERGY CO COM
-$32.6K
13,947
-2%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$32.5K
15,124
-8%
减持
MDLZ
MONDELEZ INTL INC CL A
+$32.1K
11,272
-1%
增持
WM
WASTE MGMT INC DEL COM
+$31.5K
879
+19%
增持
CRM
SALESFORCE INC COM
+$30.6K
296
+85%
减持
BIIB
BIOGEN INC COM
-$30.5K
17
-87%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$30.4K
315
-71%
增持
TJX
TJX COS INC NEW COM
+$30.3K
2,596
+7%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$29.6K
201
增持
TGT
TARGET CORP COM
-$29.5K
903
+1%
增持
CAT
CATERPILLAR INC COM
+$29.2K
981
+6%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$28.9K
320
+2%
减持
CMS
CMS ENERGY CORP COM
-$27.8K
8,836
-1%
清仓
TIP
ISHARES TIPS BOND ETF
-$27.3K
0
-100%
清仓
LEN
LENNAR CORP CL A
-$27.3K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP COM
-$26.8K
103
-34%
增持
DHR
DANAHER CORPORATION COM
-$26.1K
2,922
+1%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$26.0K
436
+22%
建仓
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$25.7K
322
减持
TD
TORONTO DOMINION BK ONT COM NEW
-$25.5K
11,578
-7%
增持
CVX
CHEVRON CORP NEW COM
-$25.3K
9,191
+2%
清仓
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$25.2K
0
-100%
增持
NFLX
NETFLIX INC COM
+$25.1K
210
+8%
减持
PYPL
PAYPAL HLDGS INC COM
-$25.1K
624
-29%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$25.1K
6,296
-0%
减持
CMA
COMERICA INC COM
-$25.0K
4,622
-9%
减持
CMCSA
COMCAST CORP NEW CL A
-$25.0K
2,811
-25%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$24.7K
1,664
-4%
清仓
ABBNY
ABB LTD SPONSORED ADR
-$24.6K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$24.5K
191
-34%
建仓
MCK
MCKESSON CORP COM
+$22.6K
53
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$22.6K
0
-100%
减持
WMT
WALMART INC COM
+$22.5K
2,480
-0%
增持
EL
LAUDER ESTEE COS INC CL A
-$22.4K
654
+7%
