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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 20
增持 51
减持 75
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$59.6M
918,889
+5%
减持
PEP
PEPSICO INC COM
-$54.7M
49,661
-87%
减持
SYK
STRYKER CORPORATION COM
-$28.2M
9,123
-91%
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。
减持
YUM
YUM BRANDS INC COM
-$19.0M
1,363
-99%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$11.1M
1,939,846
+8%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$6.9M
424,799
-12%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$6.7M
330,342
+6%
减持
YUMC
YUM CHINA HLDGS INC COM
-$6.1M
1,341
-99%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$3.4M
20
-100%
减持
VV
VANGUARD LARGE-CAP ETF
+$3.0M
166,576
-2%
减持
AAPL
APPLE INC COM
-$2.8M
92,420
-4%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.7M
30,936
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.6M
15,177
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.1M
14,035
+5%
减持
NVDA
NVIDIA CORPORATION COM
+$1.1M
4,389
-25%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$795.7K
83,011
-11%
减持
MSFT
MICROSOFT CORP COM
+$753.1K
25,590
-4%
增持
AVGO
BROADCOM INC COM
+$577.3K
684
+132%
减持
CTAS
CINTAS CORP COM
-$548.8K
60
-94%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$514.5K
5,270
+74%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$490.6K
1,931
-55%
减持
AMZN
AMAZON COM INC COM
+$488.6K
20,776
-3%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$481.9K
504,372
-3%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$379.4K
6,609
+8%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$375.3K
0
-100%
建仓
RPG
INVESCO S&P 500 PURE GROWTH ETF
+$358.0K
9,750
增持
GLD
SPDR GOLD SHARES
+$357.0K
2,712
+158%
增持
MMM
3M CO COM
+$339.3K
5,662
+137%
减持
MRK
MERCK & CO INC COM
+$320.8K
14,179
-0%
增持
VB
VANGUARD SMALL-CAP ETF
+$287.9K
1,585
+354%
减持
MCD
MCDONALDS CORP COM
-$258.4K
9,542
-4%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$256.8K
8,029
增持
PG
PROCTER AND GAMBLE CO COM
+$250.4K
14,802
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$250.0K
8,175
+47%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$243.2K
5,293
+13%
减持
MA
MASTERCARD INCORPORATED CL A
-$242.1K
676
-49%
减持
BX
BLACKSTONE INC COM
-$242.1K
500
-79%
清仓
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$236.6K
0
-100%
建仓
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
+$234.8K
4,571
减持
DRI
DARDEN RESTAURANTS INC COM
-$225.4K
971
-59%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$224.0K
3,934
+132%
减持
BA
BOEING CO COM
-$214.4K
2,224
-10%
增持
VO
VANGUARD MID-CAP ETF
+$209.8K
1,864
+69%
减持
SBUX
STARBUCKS CORP COM
-$207.6K
1,752
-54%
建仓
—
DENNYS CORP COM
+$206.5K
23,052
减持
C
CITIGROUP INC COM NEW
-$206.4K
180
-96%
减持
HD
HOME DEPOT INC COM
-$205.7K
3,709
-21%
减持
GNTX
GENTEX CORP COM
+$202.1K
68,800
-2%
减持
HAL
HALLIBURTON CO COM
-$198.5K
1,104
-84%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$191.1K
6,159
+239%
减持
LLY
ELI LILLY & CO COM
+$183.8K
1,540
-11%
减持
META
META PLATFORMS INC CL A
+$182.0K
2,550
-15%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$176.7K
13,190
+485%
减持
—
EXXON MOBIL CORP COM
+$174.5K
22,460
-8%
减持
ADBE
ADOBE INC COM
-$172.8K
535
-28%
减持
MO
ALTRIA GROUP INC COM
-$169.1K
2,287
-66%
增持
PRF
INVESCO FTSE RAFI US 1000 ETF
+$166.3K
29,920
+7%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$166.1K
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$158.3K
15,616
-5%
减持
PFE
PFIZER INC COM
-$155.7K
11,349
-31%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$154.4K
4,226
+150%
减持
ORCL
ORACLE CORP COM
+$147.5K
7,938
-1%
清仓
—
NXP SEMICONDUCTORS N V COM
-$141.7K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$137.4K
4,393
+64%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$136.4K
6,908
+16%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$135.4K
40,348
-4%
减持
HON
HONEYWELL INTL INC COM
-$133.0K
2,128
-22%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$131.4K
5,002
+8%
增持
JNJ
JOHNSON & JOHNSON COM
+$129.6K
13,728
+5%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$125.3K
16,893
-3%
减持
ICF
ISHARES COHEN & STEERS REIT ETF
-$116.9K
592
-77%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$115.4K
34
-98%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$112.5K
2,399
-3%
减持
WTFC
WINTRUST FINL CORP COM
-$111.7K
379
-77%
减持
VTV
VANGUARD VALUE ETF
-$110.0K
2,245
-29%
增持
ECL
ECOLAB INC COM
+$109.7K
475
减持
NOW
SERVICENOW INC COM
-$108.7K
280
-39%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$107.0K
1,762
-63%
减持
COST
COSTCO WHSL CORP NEW COM
+$102.6K
1,451
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$101.5K
2,628
-19%
减持
BF/B
BROWN FORMAN CORP CL B
-$100.7K
14,254
-3%
增持
CVX
CHEVRON CORP NEW COM
+$100.3K
10,303
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$100.1K
13,575
-3%
减持
AMGN
AMGEN INC COM
-$94.3K
7,258
-3%
增持
VHT
VANGUARD HEALTH CARE ETF
+$93.2K
1,033
+39%
建仓
USOI
CREDIT SUISSE X-LINKS CRUDE OIL SHARES COVERED CALL ETN
+$92.6K
1,200
建仓
GSLC
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
+$91.4K
881
减持
DIS
DISNEY WALT CO COM
+$90.9K
5,725
-15%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$90.8K
329
-77%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$90.2K
2,198
-41%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$89.8K
1,421
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$89.5K
40
-93%
减持
ABBV
ABBVIE INC COM
+$87.9K
11,340
-11%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$87.7K
2,207
-15%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$85.6K
3,363
增持
GWW
GRAINGER W W INC COM
+$85.3K
250
+23%
增持
TRV
TRAVELERS COMPANIES INC COM
+$84.5K
2,030
+1%
减持
EFA
ISHARES MSCI EAFE ETF
+$82.8K
22,750
-1%
增持
CVS
CVS HEALTH CORP COM
+$81.8K
3,623
+38%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$81.0K
10,843
-1%
减持
—
AON PLC SHS CL A
+$79.1K
1,934
-1%
增持
IDXX
IDEXX LABS INC COM
+$78.5K
165
+768%
增持
KO
COCA COLA CO COM
+$78.2K
4,651
+33%
增持
RTX
RTX CORPORATION COM
+$77.5K
3,328
+13%
增持
MBB
ISHARES MBS ETF
+$77.2K
930
+900%
建仓
WEX
WEX INC COM
+$77.2K
325
减持
—
EATON CORP PLC SHS
+$75.3K
1,059
-0%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$74.5K
1,887
+26%
增持
MET
METLIFE INC COM
+$73.5K
995
+33067%
增持
DHR
DANAHER CORPORATION COM
+$71.8K
2,961
+3%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$71.4K
2,808
+9%
减持
—
OLO INC CL A
-$71.1K
85,284
-10%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$70.9K
1,142
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$70.2K
1,471
+0%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$67.3K
149
-61%
建仓
CLM
CORNERSTONE STRATEGIC VALUE FD COM
+$66.0K
8,782
减持
CMA
COMERICA INC COM
-$64.5K
4,863
-18%
建仓
CRF
CORNERSTONE TOTAL RETURN FD IN COM
+$64.3K
8,565
增持
LW
LAMB WESTON HLDGS INC COM
+$64.2K
624
+2871%
减持
INTC
INTEL CORP COM
-$63.5K
7,546
-4%
增持
AXP
AMERICAN EXPRESS CO COM
+$63.1K
1,382
+3%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$62.5K
865
+21525%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$62.4K
624
+129%
减持
V
VISA INC COM CL A
+$60.9K
3,754
-1%
增持
NEE
NEXTERA ENERGY INC COM
+$60.7K
8,892
+6%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$59.3K
4,367
-2%
增持
VRSK
VERISK ANALYTICS INC COM
+$58.9K
250
减持
GE
GE AEROSPACE COM NEW
+$58.8K
1,505
-6%
减持
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$58.7K
2,192
-58%
增持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
+$56.5K
727
+136%
减持
CMCSA
COMCAST CORP NEW CL A
-$55.8K
2,571
-33%
减持
WFC
WELLS FARGO CO NEW COM
+$55.5K
6,722
-1%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
+$55.1K
14,921
-3%
建仓
SHV
ISHARES SHORT TREASURY BOND ETF
+$54.9K
497
建仓
IGM
ISHARES EXPANDED TECH SECTOR ETF
+$54.8K
636
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$54.5K
2,860
+301%
建仓
CDW
CDW CORP COM
+$54.0K
211
建仓
TIP
ISHARES TIPS BOND ETF
+$53.7K
500
增持
PRFZ
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
+$53.1K
1,353
+135200%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$52.2K
2,730
-17%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$52.0K
4,717
-2%
减持
LULU
LULULEMON ATHLETICA INC COM
-$52.0K
325
-7%
增持
SYY
SYSCO CORP COM
+$51.7K
1,511
+56%
减持
JPM
JPMORGAN CHASE & CO COM
+$51.7K
14,729
-14%
建仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$51.0K
513
减持
SHOP
SHOPIFY INC CL A
-$50.2K
1,905
-25%
建仓
PXH
INVESCO FTSE RAFI EMERGING MARKETS ETF
+$50.1K
2,574
增持
ABT
ABBOTT LABS COM
+$49.6K
11,547
+1%
建仓
MCO
MOODYS CORP COM
+$49.1K
125
建仓
—
MACATAWA BK CORP COM
+$49.0K
5,000
