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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 61
减持 56
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$57.5M
998,145
+9%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$19.3M
457,576
+39%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$10.6M
1,754,451
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。
-10%
增持
AAPL
APPLE INC COM
+$4.9M
98,420
+6%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.3M
398,052
-6%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$2.6M
441,433
-12%
增持
VV
VANGUARD LARGE-CAP ETF
+$1.8M
167,279
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$1.3M
42,479
+868%
增持
MSFT
MICROSOFT CORP COM
+$1.0M
26,371
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$872.3K
18,786
+11%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$871.2K
82,495
-1%
增持
AMZN
AMAZON COM INC COM
+$707.8K
23,055
+11%
增持
V
VISA INC COM CL A
+$705.6K
6,680
+78%
增持
META
META PLATFORMS INC CL A
+$609.8K
3,665
+44%
增持
GOOG
ALPHABET INC CAP STK CL C
+$574.3K
14,400
+6%
增持
IVV
ISHARES CORE S&P 500 ETF
+$572.4K
15,627
+3%
减持
PEP
PEPSICO INC COM
-$513.8K
49,581
-0%
增持
CMA
COMERICA INC COM
+$485.5K
14,752
+203%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$470.9K
9,667
-35%
减持
SPY
SPDR S&P 500 ETF TRUST
+$397.0K
30,463
-2%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$367.8K
2,813
+27%
减持
EFA
ISHARES MSCI EAFE ETF
-$346.9K
18,768
-18%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$316.7K
4,952
-25%
增持
LLY
ELI LILLY & CO COM
+$291.3K
1,645
+7%
减持
VUG
VANGUARD GROWTH ETF
+$270.4K
9,671
-1%
减持
AVGO
BROADCOM INC COM
-$241.8K
414
-39%
增持
CME
CME GROUP INC COM
+$241.5K
1,475
+556%
增持
MCD
MCDONALDS CORP COM
-$236.3K
9,630
+1%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$236.2K
979
+56%
减持
AMGN
AMGEN INC COM
+$199.8K
7,244
-0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$190.9K
15,886
+2%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$190.2K
1,684
-73%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$186.4K
1,692
+171%
增持
COST
COSTCO WHSL CORP NEW COM
+$181.4K
1,464
+1%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$179.2K
5,394
+37%
减持
F
FORD MTR CO DEL COM
-$178.4K
26,185
-31%
减持
GLD
SPDR GOLD SHARES
-$162.1K
1,841
-32%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$155.9K
3,068
-62%
建仓
PSA
PUBLIC STORAGE OPER CO COM
+$155.6K
541
减持
BF/B
BROWN FORMAN CORP CL B
-$146.4K
13,647
-4%
减持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$145.6K
1,112
-67%
增持
SYK
STRYKER CORPORATION COM
-$141.8K
9,179
+1%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$141.8K
4,355
-13%
增持
JPM
JPMORGAN CHASE & CO. COM
+$124.9K
15,204
+3%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$124.6K
4,957
-28%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$122.9K
2,560
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$116.1K
14,223
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$115.4K
7,066
-14%
增持
NEE
NEXTERA ENERGY INC COM
+$115.2K
9,652
+9%
增持
HD
HOME DEPOT INC COM
-$113.6K
3,803
+3%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$113.5K
3,646
-27%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$111.8K
3,480
+77%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$108.5K
11,253
+4%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$108.4K
8,628
+17%
增持
FSLR
FIRST SOLAR INC COM
+$105.7K
1,746
+2%
减持
DTE
DTE ENERGY CO COM
-$105.6K
13,476
-6%
增持
AMAT
APPLIED MATLS INC COM
+$105.2K
3,092
+2%
增持
MRK
MERCK & CO INC COM
-$103.1K
14,280
+1%
增持
ABBV
ABBVIE INC COM
-$101.4K
11,448
+1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$97.9K
1,700
+3517%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
-$97.0K
40,968
+2%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$96.7K
536
-78%
减持
ORCL
ORACLE CORP COM
+$92.8K
7,719
-3%
清仓
USOI
CREDIT SUISSE X-LINKS CRUDE OIL SHARES COVERED CALL ETN
-$92.6K
0
-100%
增持
TJX
TJX COS INC NEW COM
+$91.9K
3,591
+20%
清仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$90.0K
0
-100%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$88.8K
4,459
-15%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$88.0K
8,764
+44%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$87.1K
5,053
+14%
增持
JNJ
JOHNSON & JOHNSON COM
+$86.2K
15,448
+13%
增持
ABT
ABBOTT LABS COM
-$85.9K
11,804
+2%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$84.0K
12,255
-7%
减持
FITB
FIFTH THIRD BANCORP COM
-$83.2K
3,518
-38%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$81.7K
853
+41%
减持
MBB
ISHARES MBS ETF
-$77.4K
93
-90%
增持
BAC
BANK AMERICA CORP COM
+$76.5K
5,906
+41%
建仓
SOLV
SOLVENTUM CORP COM SHS
+$73.4K
1,388
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$72.2K
3,450
+123%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$72.2K
0
-100%
减持
SCHI
SCHWAB 5-10 YEAR CORPORATE BOND ETF
-$71.5K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$71.1K
1,661
+13%
减持
VO
VANGUARD MID-CAP ETF
-$69.7K
1,636
-12%
增持
UWMC
UWM HOLDINGS CORPORATION COM CL A
+$69.2K
10,408
+2451%
增持
INTC
INTEL CORP COM
-$68.6K
8,546
+13%
建仓
CABO
CABLE ONE INC COM
+$66.9K
189
建仓
VPL
VANGUARD FTSE PACIFIC ETF
+$66.5K
896
清仓
CLM
CORNERSTONE STRATEGIC VALUE FD COM
-$66.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$66.0K
14,162
-4%
增持
CVS
CVS HEALTH CORP COM
-$65.8K
3,778
+4%
减持
PHM
PULTE GROUP INC COM
-$65.6K
500
-50%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$65.0K
833
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$64.4K
965
清仓
CRF
CORNERSTONE TOTAL RETURN FD IN COM
-$64.3K
0
-100%
减持
SHOP
SHOPIFY INC CL A
-$64.0K
1,257
-34%
建仓
GEV
GE VERNOVA INC COM
+$64.0K
373
减持
VHT
VANGUARD HEALTH CARE ETF
-$63.7K
811
-21%
增持
—
EXXON MOBIL CORP COM
+$62.9K
23,225
+3%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$62.8K
0
-100%
建仓
PII
POLARIS INC COM
+$62.6K
800
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$61.4K
2,373
+128%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$60.8K
758
+279%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$59.4K
2,501
-5%
减持
TRV
TRAVELERS COMPANIES INC COM
-$58.7K
2,009
-1%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$57.3K
2,443
+2%
增持
SBUX
STARBUCKS CORP COM
+$57.3K
2,793
+59%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$57.3K
4,323
-1%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$57.2K
1,721
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$57.2K
325
-50%
清仓
SHV
ISHARES SHORT TREASURY BOND ETF
-$54.9K
0
-100%
清仓
IGM
ISHARES EXPANDED TECH SECTOR ETF
-$54.8K
0
-100%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$54.0K
1,398
+21%
增持
CMCSA
COMCAST CORP NEW CL A
+$52.0K
4,175
+62%
清仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$51.0K
0
-100%
减持
COP
CONOCOPHILLIPS COM
-$50.4K
3,412
-1%
减持
PXH
INVESCO FTSE RAFI EMERGING MARKETS ETF
-$50.1K
0
-100%
减持
—
XAI OCTAGN FLT RAT & ALT INM T COM
-$49.7K
8,508
-45%
清仓
STPZ
PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND PIMCO 1-5 YEAR U.S. TIPS
-$48.9K
0
-100%
减持
TIP
ISHARES TIPS BOND ETF
-$48.5K
49
-90%
清仓
TIPZ
PIMCO BROAD US TIPS INDEX EXCHANGE-TRADED FUND PIMCO BROAD U.S. TIPS INDEX
-$48.0K
0
-100%
清仓
NVDY
YIELDMAX NVDA OPTION INCOME STRATEGY ETF
-$47.8K
0
-100%
清仓
—
YIELDMAX COIN OPTION INCOME STRATEGY ETF
-$47.1K
0
-100%
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$46.6K
350
清仓
UAL
UNITED AIRLS HLDGS INC COM
-$46.3K
0
-100%
清仓
RIV
RIVERNORTH OPPORTUNITIES FD IN COM
-$45.2K
0
-100%
清仓
XFCOX
ABRDN GLOBAL INCOME FUND INC COM
-$45.1K
0
-100%
清仓
ACP
ABRDN INCOME CREDIT STRATEGIES COM
-$44.7K
0
-100%
清仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$44.2K
0
-100%
减持
BA
BOEING CO COM
-$44.1K
2,116
-5%
增持
T
AT&T INC COM
+$43.8K
4,173
+105%
减持
PFE
PFIZER INC COM
-$43.6K
9,697
-15%
建仓
PWR
QUANTA SVCS INC COM
+$43.2K
170
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$43.0K
1,654
-30%
减持
ECC
EAGLE POINT CREDIT COMPANY INC COM
-$42.9K
755
-85%
建仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$42.5K
453
清仓
EDF
VIRTUS STONE HBR EMRG MKTS INC COM
-$42.2K
0
-100%
减持
MMM
3M CO COM
-$41.8K
5,468
-3%
清仓
—
OXFORD LANE CAP CORP COM
-$40.6K
0
-100%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$40.0K
2,533
+14%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$39.8K
3,940
-10%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$39.8K
240
+61%
建仓
BMVP
INVESCO BLOOMBERG MVP MULTI-FACTOR ETF
+$39.6K
900
增持
MS
MORGAN STANLEY COM NEW
+$39.1K
625
+172%
减持
TSLA
TESLA INC COM
-$36.9K
1,673
-20%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$36.8K
1,981
-14%
清仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$36.2K
0
-100%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$36.0K
3,635
-14%
增持
OXY
OCCIDENTAL PETE CORP COM
+$35.9K
1,600
+60%
增持
MDLZ
MONDELEZ INTL INC CL A
-$35.7K
11,077
+2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$34.0K
282
-75%
清仓
ARR
ARMOUR RESIDENTIAL REIT INC COM SHS
-$33.9K
0
-100%
