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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 38
减持 85
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$9.8M
845,948
+7%
减持
PEP
PEPSICO INC COM
-$5.8M
362,312
-0%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.6M
486,379
-3%
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。
增持
SYK
STRYKER CORPORATION COM
-$3.3M
105,109
+0%
减持
AAPL
APPLE INC COM
-$2.5M
96,026
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.9M
1,694,391
+8%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$1.7M
291,838
+8%
增持
VV
VANGUARD LARGE-CAP ETF
-$1.2M
171,090
+0%
减持
MSFT
MICROSOFT CORP COM
-$709.7K
23,037
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
-$629.1K
25,766
-2%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$462.3K
515,661
+2%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$426.4K
22,797
-7%
减持
MCD
MCDONALDS CORP COM
-$421.9K
9,736
-3%
减持
PFE
PFIZER INC COM
-$388.6K
19,499
-31%
增持
—
EXXON MOBIL CORP COM
+$372.0K
25,024
+4%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$366.0K
3,165
+260%
减持
IVV
ISHARES CORE S&P 500 ETF
-$349.3K
12,565
-3%
增持
NVDA
NVIDIA CORPORATION COM
+$331.1K
4,973
+15%
减持
ARKK
ARK INNOVATION ETF
-$280.8K
372
-94%
减持
VTV
VANGUARD VALUE ETF
-$265.6K
2,966
-38%
减持
MRK
MERCK & CO INC COM
-$264.0K
14,180
-5%
减持
EFA
ISHARES MSCI EAFE ETF
-$224.1K
12,812
-16%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$211.6K
17,906
+1%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$198.2K
10,720
-63%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$189.3K
1,768
-27%
减持
BF/B
BROWN FORMAN CORP CL B
-$186.6K
16,139
-4%
增持
LLY
ELI LILLY & CO COM
+$182.2K
1,518
+12%
增持
SO
SOUTHERN CO COM
+$173.2K
4,223
+196%
减持
NEE
NEXTERA ENERGY INC COM
-$171.7K
8,820
-3%
减持
JNJ
JOHNSON & JOHNSON COM
-$162.7K
13,176
-2%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$161.1K
48,086
-0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$144.9K
3,782
-25%
减持
ABBV
ABBVIE INC COM
+$140.6K
12,559
-2%
建仓
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
+$140.4K
2,700
减持
BA
BOEING CO COM
-$139.8K
2,409
-15%
增持
ABT
ABBOTT LABS COM
-$135.9K
11,347
+0%
建仓
ARM
ARM HOLDINGS PLC SPONSORED ADR
+$133.8K
2,500
增持
GLD
SPDR GOLD SHARES
+$130.7K
865
+774%
增持
DTE
DTE ENERGY CO COM
-$129.1K
14,150
+1%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$128.4K
14,914
-0%
增持
AMZN
AMAZON COM INC COM
+$124.2K
21,075
+8%
增持
PG
PROCTER AND GAMBLE CO COM
+$115.4K
14,768
+10%
增持
COP
CONOCOPHILLIPS COM
+$108.2K
3,546
+16%
建仓
—
STELLAR BANCORP INC COM
+$106.1K
4,975
增持
NOC
NORTHROP GRUMMAN CORP COM
-$103.0K
7,184
+0%
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$96.2K
1,913
-51%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$95.3K
2,583
-11%
清仓
—
SALISBURY BANCORP INC COM
-$95.1K
0
-100%
建仓
NBTB
NBT BANCORP INC COM
+$94.8K
2,991
减持
CLX
CLOROX CO DEL COM
-$94.3K
2,075
-10%
增持
ORCL
ORACLE CORP COM
-$93.6K
7,522
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$93.2K
5,619
-12%
减持
GOOG
ALPHABET INC CAP STK CL C
+$87.2K
13,465
-4%
建仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
+$84.6K
1,680
减持
PM
PHILIP MORRIS INTL INC COM
-$84.3K
5,933
-9%
减持
DE
DEERE & CO COM
-$78.8K
443
-27%
建仓
HUBB
HUBBELL INC COM
+$78.4K
250
减持
IWM
ISHARES RUSSELL 2000 ETF
-$77.2K
3,562
-6%
减持
DIS
DISNEY WALT CO COM
-$76.2K
6,465
-4%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$72.1K
3,505
-8%
增持
RTX
RTX CORPORATION COM
-$69.1K
2,866
+2%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$66.6K
278
-32%
减持
LOW
LOWES COS INC COM
-$66.4K
543
-32%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$64.3K
2,943
-19%
减持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$63.9K
2,462
-62%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$63.0K
13,626
-1%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$62.4K
16,295
-0%
清仓
BTT
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN
-$62.3K
0
-100%
减持
CSCO
CISCO SYS INC COM
-$61.3K
5,585
-20%
减持
JPM
JPMORGAN CHASE & CO COM
-$60.0K
15,416
-2%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$59.6K
2,524
-14%
减持
HON
HONEYWELL INTL INC COM
-$58.8K
2,467
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$58.4K
83
-69%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$56.0K
2,479
-0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$55.9K
5,517
-0%
增持
META
META PLATFORMS INC CL A
+$54.3K
1,521
+8%
减持
NSC
NORFOLK SOUTHN CORP COM
-$53.4K
1,524
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$53.3K
4,754
+4%
减持
ILMN
ILLUMINA INC COM
-$53.0K
1,033
-1%
清仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
-$51.3K
0
-100%
减持
WTFC
WINTRUST FINL CORP COM
-$51.1K
2,169
-27%
清仓
—
THOMSON REUTERS CORP. COM
-$50.5K
0
-100%
减持
FSLR
FIRST SOLAR INC COM
-$50.0K
1,706
-0%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$48.8K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CL A
-$46.4K
11,178
-1%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$46.1K
2,726
+2%
增持
VO
VANGUARD MID-CAP ETF
+$45.0K
1,213
+29%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$44.8K
129
-60%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$44.6K
1,299
-3%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$43.8K
1,534
-7%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$43.5K
14,403
-5%
清仓
AGZ
ISHARES AGENCY BOND ETF
-$42.8K
0
-100%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$42.4K
2,436
-9%
减持
EL
LAUDER ESTEE COS INC CL A
-$40.0K
612
-6%
减持
FRME
FIRST MERCHANTS CORP COM
-$39.9K
2,553
-35%
减持
WM
WASTE MGMT INC DEL COM
-$39.5K
741
-16%
建仓
KVUE
KENVUE INC COM
+$39.3K
1,957
减持
ADI
ANALOG DEVICES INC COM
-$38.7K
214
-45%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$38.6K
328
-25%
减持
NKE
NIKE INC CL B
-$37.8K
1,536
-8%
清仓
SOFI
SOFI TECHNOLOGIES INC COM
-$37.6K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$37.3K
5,208
-6%
减持
LDOS
LEIDOS HOLDINGS INC COM
-$36.0K
2,684
-16%
减持
UNP
UNION PAC CORP COM
-$35.8K
1,415
-11%
增持
—
AON PLC SHS CL A
-$35.7K
1,948
+1%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$34.4K
2,455
-14%
减持
PYPL
PAYPAL HLDGS INC COM
-$34.4K
124
-80%
减持
CNI
CANADIAN NATL RY CO COM
-$34.3K
2,371
-1%
减持
NEOG
NEOGEN CORP COM
-$33.8K
7,494
-6%
减持
—
EATON CORP PLC SHS
-$33.8K
1,301
-16%
减持
HAL
HALLIBURTON CO COM
+$33.4K
5,694
-5%
减持
CRM
SALESFORCE INC COM
-$33.3K
144
-51%
增持
CMCSA
COMCAST CORP NEW CL A
+$32.6K
3,369
+20%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$32.2K
1,079
-14%
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$32.0K
325
清仓
—
HORIZON THERAPEUTICS PUB L SHS
-$31.9K
0
-100%
减持
—
JOHNSON CTLS INTL PLC SHS
-$30.4K
263
-60%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
-$29.6K
0
-100%
减持
GM
GENERAL MTRS CO COM
-$29.0K
2,877
-10%
建仓
HRL
HORMEL FOODS CORP COM
+$28.5K
750
减持
SCHW
SCHWAB CHARLES CORP COM
-$28.4K
6,968
-4%
清仓
—
CRH PLC ADR
-$28.4K
0
-100%
建仓
—
MARATHON OIL CORP COM
+$28.4K
1,062
增持
SJM
SMUCKER J M CO COM NEW
+$28.2K
441
+151%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$28.0K
557
建仓
—
CRH PLC ORD
+$27.9K
510
减持
—
CHARGEPOINT HOLDINGS INC COM CL A
-$27.8K
1,142
-70%
清仓
DDS
DILLARDS INC CL A
-$27.7K
0
-100%
增持
HD
HOME DEPOT INC COM
+$27.0K
4,799
+5%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$26.9K
5,247
+0%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$26.6K
2,513
+49%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$25.6K
2,198
-3%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
-$25.5K
27,975
+400%
增持
SBUX
STARBUCKS CORP COM
+$25.1K
4,753
+15%
增持
V
VISA INC COM CL A
-$24.9K
3,935
+0%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC COM
-$24.7K
0
-100%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$24.7K
2,610
+18%
建仓
MBB
ISHARES MBS ETF
+$24.5K
276
增持
SDY
SPDR S&P DIVIDEND ETF
-$24.3K
3,619
+1%
减持
LMT
LOCKHEED MARTIN CORP COM
-$24.1K
57
-45%
增持
AXP
AMERICAN EXPRESS CO COM
-$23.8K
1,246
+3%
减持
DHR
DANAHER CORPORATION COM
+$23.4K
2,921
-0%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$23.3K
20
-29%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$23.1K
3,439
-6%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$23.1K
619
-23%
清仓
—
LUMINAR TECHNOLOGIES INC COM CL A
-$23.1K
0
-100%
建仓
PULS
PGIM ULTRA SHORT BOND ETF
+$23.1K
466
减持
AVGO
BROADCOM INC COM
-$23.0K
178
-10%
增持
ADBE
ADOBE INC COM
+$22.9K
534
+5%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$22.7K
176
-31%
