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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 47
减持 77
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
-$15.4M
1,290,723
+2%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$12.0M
671,010
+23%
减持
AAPL
APPLE INC COM
-$5.5M
83,015
-13%
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
MUB
ISHARES NATIONAL MUNI BOND ETF
-$5.2M
293,332
-13%
减持
VV
VANGUARD LARGE-CAP ETF
-$3.7M
154,372
-4%
减持
MSFT
MICROSOFT CORP COM
-$2.7M
21,625
-16%
减持
NVDA
NVIDIA CORPORATION COM
-$2.2M
18,953
-40%
减持
MCD
MCDONALDS CORP COM
-$1.8M
3,568
-64%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.6M
10,659
-17%
减持
—
EXXON MOBIL CORP COM
-$1.5M
11,111
-57%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$1.3M
337,496
-15%
减持
AMGN
AMGEN INC COM
-$1.2M
2,151
-70%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$1.0M
77,145
-1%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$988.4K
1,782,166
-7%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$873.3K
17,866
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$737.4K
12,208
-4%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$724.9K
160,601
+28%
减持
GOOG
ALPHABET INC CAP STK CL C
-$720.6K
13,308
-9%
增持
SPY
SPDR S&P 500 ETF TRUST
-$664.4K
28,699
+1%
增持
AMZN
AMAZON COM INC COM
-$620.1K
24,203
+2%
减持
TSLA
TESLA INC COM
-$429.9K
1,863
-18%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$400.3K
1,293
-39%
减持
SYK
STRYKER CORPORATION COM
-$376.1K
6,167
-17%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$375.9K
4,532
-20%
减持
AMAT
APPLIED MATLS INC COM
-$374.4K
863
-72%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$311.0K
3,962
-33%
减持
CME
CME GROUP INC COM
-$287.8K
278
-82%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$281.0K
251
-84%
减持
AEE
AMEREN CORP COM
-$276.3K
400
-89%
增持
XPO
XPO INC COM
+$273.1K
2,626
+3547%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$271.5K
19,049
-29%
增持
VUG
VANGUARD GROWTH ETF
-$265.2K
9,781
+3%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$254.4K
1,509
+3673%
减持
GILD
GILEAD SCIENCES INC COM
-$250.3K
424
-87%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$243.6K
9,568
-26%
减持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$238.6K
31,563
-22%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$235.9K
6,139
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$229.1K
4,128
-65%
减持
—
OLO INC CL A
-$228.7K
45,142
-31%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$220.2K
18,878
+10%
清仓
EBC
EASTERN BANKSHARES INC COM
-$219.5K
0
-100%
减持
PM
PHILIP MORRIS INTL INC COM
+$218.5K
5,708
-0%
减持
CMA
COMERICA INC COM
-$218.5K
5,347
-38%
减持
V
VISA INC COM CL A
-$206.4K
3,084
-24%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
+$197.6K
1,285
+102%
减持
JNJ
JOHNSON & JOHNSON COM
-$190.4K
11,844
-20%
增持
VTV
VANGUARD VALUE ETF
+$175.5K
6,926
+15%
增持
NFLX
NETFLIX INC COM
+$170.5K
396
+78%
增持
GE
GE AEROSPACE COM NEW
+$166.9K
1,644
+69%
清仓
CINF
CINCINNATI FINL CORP COM
-$154.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO. COM
-$153.9K
12,815
-7%
清仓
TECK
TECK RESOURCES LTD CL B
-$140.8K
0
-100%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$139.9K
1,465
-44%
清仓
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$139.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$138.4K
1,338
+9%
增持
LLY
ELI LILLY & CO COM
+$134.8K
1,376
+6%
建仓
BSX
BOSTON SCIENTIFIC CORP COM
+$134.6K
1,334
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$125.1K
1,646
+1%
减持
INTU
INTUIT COM
-$124.1K
152
-56%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$122.2K
4,349
+0%
减持
NEE
NEXTERA ENERGY INC COM
-$119.3K
8,403
-16%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$117.8K
3,069
-16%
增持
KO
COCA COLA CO COM
+$117.4K
5,654
+22%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$116.1K
2,726
-1%
减持
MRK
MERCK & CO INC COM
-$100.1K
2,120
-27%
减持
ABBV
ABBVIE INC COM
-$97.0K
2,296
-29%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$94.3K
14,036
-4%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$94.1K
561
+144%
清仓
PAUG
INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
-$92.1K
0
-100%
减持
FSLR
FIRST SOLAR INC COM
-$92.0K
1,706
-2%
减持
—
EATON CORP PLC SHS
-$91.8K
1,059
-7%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$89.9K
9,695
-2%
增持
OKE
ONEOK INC NEW COM
+$88.9K
2,902
+46%
增持
TMUS
T-MOBILE US INC COM
+$88.0K
666
+64%
减持
AAL
AMERICAN AIRLS GROUP INC COM
-$85.2K
1,585
-73%
增持
F
FORD MTR CO COM
+$85.2K
30,119
+37%
增持
ARM
ARM HOLDINGS PLC SPONSORED ADS
+$84.4K
4,210
+42%
增持
AXON
AXON ENTERPRISE INC COM
+$80.9K
425
+77%
增持
DAL
DELTA AIR LINES INC DEL COM NEW
+$78.0K
5,734
+102%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$75.8K
1,623
-38%
建仓
URI
UNITED RENTALS INC COM
+$75.2K
120
清仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$75.1K
0
-100%
清仓
CGBL
CAPITAL GROUP CORE BALANCED ETF
-$75.0K
0
-100%
清仓
OCFC
OCEANFIRST FINL CORP COM
-$72.4K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$71.9K
882
+104%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$71.1K
14,084
+38%
减持
CVX
CHEVRON CORP NEW COM
-$70.6K
4,439
-21%
减持
PEP
PEPSICO INC COM
-$69.6K
26,966
-0%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$68.8K
3,224
-15%
增持
QQQ
INVESCO QQQ TRUST SERIES I
-$68.8K
4,039
+5%
增持
IAU
ISHARES GOLD TRUST
+$68.5K
7,066
+0%
减持
BF/B
BROWN FORMAN CORP CL B
-$65.8K
11,904
-4%
增持
DIS
DISNEY WALT CO COM
-$65.8K
6,633
+3%
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$64.5K
45
减持
MDLZ
MONDELEZ INTL INC CL A
+$63.8K
8,954
-2%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$62.7K
485
+43%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$62.4K
4,888
-4%
增持
CSCO
CISCO SYS INC COM
+$61.7K
7,899
+10%
增持
RTX
RTX CORPORATION COM
+$61.6K
3,112
+3%
增持
MCK
MCKESSON CORP COM
+$60.6K
234
+38%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$60.2K
2,579
-1%
减持
INTC
INTEL CORP COM
-$59.6K
4,318
-45%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$59.5K
869
-43%
增持
NOW
SERVICENOW INC COM
-$59.0K
324
+8%
减持
VB
VANGUARD SMALL-CAP ETF
-$57.5K
3,078
-0%
减持
LDOS
LEIDOS HOLDINGS INC COM
-$57.0K
1,823
-13%
减持
WTFC
WINTRUST FINL CORP COM
-$55.7K
685
-36%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$55.3K
1,749
-8%
建仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$55.1K
1,707
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$54.4K
3,830
-19%
增持
MTB
M & T BK CORP COM
+$54.3K
630
+103%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$54.0K
1,203
-28%
增持
ALL
ALLSTATE CORP COM
+$52.9K
1,206
+18%
建仓
RJF
RAYMOND JAMES FINL INC COM
+$52.1K
375
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$51.9K
949
-49%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$50.1K
850
-12%
建仓
TVAL
T. ROWE PRICE VALUE ETF
+$49.0K
1,546
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N C CL A
+$48.2K
26
建仓
DUOL
DUOLINGO INC CL A COM
+$48.1K
155
减持
CMS
CMS ENERGY CORP COM
-$48.1K
7,113
-19%
建仓
IRM
IRON MTN INC DEL COM
+$47.8K
555
减持
META
META PLATFORMS INC CL A
-$47.4K
2,626
-2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$47.4K
7,241
+4%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$47.0K
2,118
-16%
增持
FISV
FISERV INC COM
+$46.8K
970
+19%
清仓
GBCI
GLACIER BANCORP INC NEW COM
-$45.4K
0
-100%
增持
HD
HOME DEPOT INC COM
-$44.2K
3,565
+3%
减持
ABT
ABBOTT LABS COM
-$43.9K
3,275
-23%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$43.6K
1,096
-1%
建仓
NVR
NVR INC COM
+$43.5K
6
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$42.2K
8,421
+13%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD COM
-$42.1K
0
-100%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$42.1K
8,428
-7%
减持
CVS
CVS HEALTH CORP COM
-$41.5K
635
-66%
增持
WMT
WALMART INC COM
+$41.5K
4,982
+14%
清仓
DECK
DECKERS OUTDOOR CORP COM
-$41.4K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A SHS
+$41.3K
75
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$40.0K
3,492
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$39.7K
2,028
+95%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$39.2K
8,823
-1%
建仓
—
AERCAP HOLDINGS NV SHS
+$38.6K
378
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$38.2K
1,720
-28%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$38.1K
18,289
+5%
建仓
TGRT
T. ROWE PRICE GROWTH ETF
+$37.6K
1,097
减持
FITB
FIFTH THIRD BANCORP COM
-$37.0K
1,606
-32%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$37.0K
675
+93%
增持
SBUX
STARBUCKS CORP COM
+$36.5K
1,671
+20%
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$36.4K
0
-100%
减持
DOW
DOW INC COM
-$36.3K
1,476
-33%
清仓
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
-$36.2K
0
-100%
