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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 89
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$49.9M
874,787
+3%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$13.1M
92,926
+308%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$12.1M
1,799,874
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。
+6%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$9.4M
311,340
+7%
增持
SPY
SPDR S&P 500 ETF TRUST
+$3.5M
30,493
+18%
减持
VV
VANGUARD LARGE-CAP ETF
+$3.4M
169,273
-1%
减持
SYK
STRYKER CORPORATION COM
+$2.7M
105,088
-0%
增持
MSFT
MICROSOFT CORP COM
+$2.7M
26,627
+16%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$2.7M
484,957
-0%
增持
AAPL
APPLE INC COM
+$2.2M
96,666
+1%
增持
PEP
PEPSICO INC COM
+$2.0M
373,223
+3%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$1.6M
517,341
+0%
增持
AMGN
AMGEN INC COM
+$1.6M
7,492
+234%
增持
IVV
ISHARES CORE S&P 500 ETF
+$938.7K
13,262
+6%
增持
EFA
ISHARES MSCI EAFE ETF
+$851.0K
23,017
+80%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$732.5K
16,442
+10%
增持
NVDA
NVIDIA CORPORATION COM
+$731.4K
5,845
+18%
增持
JPM
JPMORGAN CHASE & CO COM
+$662.9K
17,040
+11%
增持
META
META PLATFORMS INC CL A
+$599.6K
2,984
+96%
增持
AMZN
AMAZON COM INC COM
+$579.9K
21,449
+2%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$569.3K
4,308
+123%
减持
—
EXXON MOBIL CORP COM
-$506.1K
24,367
-3%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$447.4K
8,034
+24245%
增持
MCD
MCDONALDS CORP COM
+$383.9K
9,945
+2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$380.7K
6,096
+10%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$375.3K
4,106
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$325.1K
6,592
+31%
减持
VUG
VANGUARD GROWTH ETF
+$324.1K
10,767
-3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$305.0K
7,390
+41%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$280.7K
5,951
+145%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$276.9K
2,607
+18%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$260.9K
3,611
+107%
增持
BX
BLACKSTONE INC COM
+$254.2K
2,351
+370%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$243.3K
47
-98%
建仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
+$236.6K
2,387
增持
GILD
GILEAD SCIENCES INC COM
+$231.8K
3,624
+340%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$216.6K
3,092
+689%
清仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$214.2K
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC COM
+$210.6K
1,100
增持
C
CITIGROUP INC COM NEW
+$209.0K
4,234
+1888%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$205.2K
3,286
+21%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$200.7K
653
+135%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$198.9K
1,848
+1108%
增持
LLY
ELI LILLY & CO COM
+$198.9K
1,740
+15%
增持
GOOG
ALPHABET INC CAP STK CL C
+$191.5K
13,956
+4%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$183.6K
2,253
+27%
增持
BA
BOEING CO COM
+$181.8K
2,469
+2%
增持
AVGO
BROADCOM INC COM
+$181.5K
295
+66%
增持
DTE
DTE ENERGY CO COM
+$179.4K
14,368
+2%
减持
HD
HOME DEPOT INC COM
+$178.3K
4,699
-2%
减持
PFE
PFIZER INC COM
-$176.1K
16,349
-16%
增持
COST
COSTCO WHSL CORP NEW COM
+$171.8K
1,455
+4%
增持
ADBE
ADOBE INC COM
+$170.4K
742
+39%
增持
NOW
SERVICENOW INC COM
+$167.9K
456
+65%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$166.1K
4,132
增持
ABT
ABBOTT LABS COM
+$163.9K
11,473
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$153.3K
1,469
+13%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$151.7K
1,123
+568%
增持
SHOP
SHOPIFY INC CL A
+$150.9K
2,532
+198%
建仓
—
NXP SEMICONDUCTORS N V COM
+$141.7K
617
增持
INTC
INTEL CORP COM
+$137.4K
7,896
+8%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$131.4K
6,279
+57%
建仓
BBEU
JPMORGAN BETABUILDERS EUROPE ETF
+$123.6K
2,185
增持
CMA
COMERICA INC COM
+$119.0K
5,948
+16%
增持
ICF
ISHARES COHEN & STEERS REIT ETF
+$116.5K
2,572
+274%
增持
HON
HONEYWELL INTL INC COM
+$114.0K
2,717
+10%
增持
AMAT
APPLIED MATLS INC COM
+$113.2K
4,054
+3%
减持
CNI
CANADIAN NATL RY CO COM
-$107.3K
1,190
-50%
减持
CTAS
CINTAS CORP COM
+$107.1K
979
-2%
增持
ABBV
ABBVIE INC COM
+$105.1K
12,758
+2%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$104.3K
41,824
-13%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$103.4K
650
建仓
PHM
PULTE GROUP INC COM
+$103.2K
1,000
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$102.7K
3,829
+66%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$100.5K
4,693
-1%
清仓
TXRH
TEXAS ROADHOUSE INC COM
-$96.1K
0
-100%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$95.9K
1,418
+340%
减持
BF/B
BROWN FORMAN CORP CL B
-$94.6K
14,649
-9%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$93.5K
2,160
+521%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$90.6K
610
+1425%
增持
MRK
MERCK & CO INC COM
+$90.3K
14,219
+0%
增持
CAT
CATERPILLAR INC COM
+$89.3K
1,158
+25%
减持
SCHW
SCHWAB CHARLES CORP COM
+$89.3K
6,858
-2%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$89.1K
4,464
-3%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$87.7K
2,217
+47%
增持
DIS
DISNEY WALT CO COM
+$85.6K
6,752
+4%
减持
MPC
MARATHON PETE CORP COM
-$85.5K
399
-58%
清仓
ICSH
BLACKROCK ULTRA SHORT-TERM BOND ETF
-$84.6K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$82.4K
1,740
+7%
减持
V
VISA INC COM CL A
+$81.7K
3,790
-4%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$81.2K
17,355
-3%
增持
VLTO
VERALTO CORP COM SHS
+$79.0K
960
增持
CSCO
CISCO SYS INC COM
+$74.4K
7,416
+33%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$73.8K
13,986
-3%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
+$71.2K
15,433
-5%
清仓
FRME
FIRST MERCHANTS CORP COM
-$71.0K
0
-100%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$69.8K
851
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$69.4K
3,253
-5%
减持
VB
VANGUARD SMALL-CAP ETF
-$68.5K
349
-54%
增持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
+$68.4K
5,217
+138%
减持
—
OLO INC CL A
-$68.4K
94,284
-6%
增持
NSC
NORFOLK SOUTHN CORP COM
+$66.7K
1,552
+2%
增持
VTV
VANGUARD VALUE ETF
+$66.5K
3,181
+7%
减持
SBUX
STARBUCKS CORP COM
-$66.1K
3,830
-19%
增持
AXP
AMERICAN EXPRESS CO COM
+$65.7K
1,343
+8%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$65.6K
6,857
+8%
减持
—
AON PLC SHS CL A
-$65.5K
1,946
-0%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$64.7K
5,295
-24%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$64.2K
3,029
-4%
增持
CVX
CHEVRON CORP NEW COM
+$64.1K
10,223
+18%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$63.1K
1,454
-39%
减持
ILMN
ILLUMINA INC COM
-$62.7K
568
-45%
增持
MA
MASTERCARD INCORPORATED CL A
+$62.2K
1,331
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$60.6K
3,552
+1%
增持
NFLX
NETFLIX INC COM
+$60.4K
314
+28%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$58.1K
5,123
+0%
减持
WMT
WALMART INC COM
-$57.7K
2,094
-14%
减持
DHR
DANAHER CORPORATION COM
-$57.1K
2,886
-1%
减持
NUE
NUCOR CORP COM
-$55.7K
824
-35%
增持
ORCL
ORACLE CORP COM
+$52.8K
8,058
+7%
增持
GLD
SPDR GOLD SHARES
+$52.6K
1,051
+22%
减持
F
FORD MTR CO DEL COM
-$52.2K
40,683
-8%
清仓
BNS
BANK NOVA SCOTIA HALIFAX COM
-$51.8K
0
-100%
增持
INTU
INTUIT COM
+$51.8K
373
+5%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$49.6K
476
+138%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
+$49.5K
2,562
+31%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$49.4K
2,468
-0%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$48.1K
1,690
+95%
增持
CRM
SALESFORCE INC COM
+$47.9K
293
+103%
建仓
—
AZEK CO INC CL A
+$47.8K
1,250
增持
OXY
OCCIDENTAL PETE CORP COM
+$46.7K
1,000
+400%
增持
FITB
FIFTH THIRD BANCORP COM
+$46.6K
4,982
+1%
增持
TSLA
TESLA INC COM
+$45.8K
1,424
+16%
减持
TD
TORONTO DOMINION BK ONT COM NEW
+$45.5K
11,578
-1%
增持
LMT
LOCKHEED MARTIN CORP COM
+$45.1K
151
+165%
建仓
PFFD
GLOBAL X U.S. PREFERRED ETF
+$45.0K
2,319
增持
GE
GENERAL ELECTRIC CO COM NEW
+$43.1K
1,609
+10%
清仓
CM
CANADIAN IMPERIAL BK COMM TORO COM
-$42.6K
0
-100%
增持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$42.5K
400
减持
HSY
HERSHEY CO COM
-$42.1K
125
-62%
减持
CSX
CSX CORP COM
-$41.9K
3,333
-35%
建仓
A
AGILENT TECHNOLOGIES INC COM
+$41.7K
300
减持
WFC
WELLS FARGO CO NEW COM
+$41.2K
6,788
-5%
增持
RTX
RTX CORPORATION COM
+$40.9K
2,937
+2%
减持
PDN
INVESCO FTSE RAFI DEVELOPED MARKETS EX-US SMALL-MID ETF
-$40.7K
61
-96%
建仓
BBCA
JPMORGAN BETABUILDERS CANADA ETF
+$40.3K
629
增持
BAC
BANK AMERICA CORP COM
+$40.3K
5,967
+2%
清仓
CAH
CARDINAL HEALTH INC COM
-$40.2K
0
-100%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$40.2K
273
建仓
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$38.6K
837
