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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 5
增持 63
减持 70
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$139.0M
1,412,471
+9%
增持
VV
VANGUARD LARGE-CAP ETF
+$54.3M
329,513
+113%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$20.8M
707,882
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。
+5%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$20.3M
1,944,613
+9%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$13.4M
626,183
+290%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$8.1M
115,003
+49%
减持
AAPL
APPLE INC COM
-$5.8M
61,792
-26%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.7M
261,003
-11%
建仓
CBSH
COMMERCE BANCSHARES INC COM
+$2.8M
44,900
减持
MSFT
MICROSOFT CORP COM
+$2.0M
20,253
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.8M
9,755
-20%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$1.7M
346,673
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
12,366
+16%
减持
SPY
SPDR S&P 500 ETF TRUST
+$1.6M
28,507
-1%
减持
GNTX
GENTEX CORP COM
-$1.6M
2,300
-97%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$1.5M
6,787
+288%
增持
SYK
STRYKER CORPORATION COM
+$988.1K
8,300
+35%
增持
VUG
VANGUARD GROWTH ETF
+$868.0K
10,253
+5%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$732.4K
19,481
+3%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$664.9K
16,328
+94%
减持
AMZN
AMAZON COM INC COM
+$658.7K
23,992
-1%
减持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$588.5K
5,926
-66%
增持
IWV
ISHARES RUSSELL 3000 ETF
+$546.9K
2,006
+305%
减持
PG
PROCTER AND GAMBLE CO COM
-$524.7K
11,052
-18%
减持
JPM
JPMORGAN CHASE & CO. COM
+$519.7K
12,635
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$470.2K
361
-84%
清仓
BF/A
BROWN FORMAN CORP CL A
-$448.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$444.7K
9,947
-16%
减持
ORCL
ORACLE CORP COM
+$440.6K
6,881
-10%
增持
PEP
PEPSICO INC COM
-$440.2K
27,288
+1%
增持
YUM
YUM BRANDS INC COM
+$427.1K
4,330
+218%
增持
VB
VANGUARD SMALL-CAP ETF
+$426.0K
4,678
+52%
清仓
BF/B
BROWN FORMAN CORP CL B
-$404.0K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$377.7K
4,206
+36%
减持
ARM
ARM HOLDINGS PLC SPONSORED ADS
-$375.5K
458
-89%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$362.2K
1,212
-50%
减持
NVDA
NVIDIA CORPORATION COM
+$340.1K
15,154
-20%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$287.0K
3,954
-2%
减持
EMR
EMERSON ELEC CO COM
-$285.0K
371
-88%
减持
NSC
NORFOLK SOUTHN CORP COM
-$278.9K
320
-79%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$274.4K
1,291
-0%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$251.9K
5,629
+80%
增持
YUMC
YUM CHINA HLDGS INC COM
+$246.5K
6,795
+517%
清仓
DOV
DOVER CORP COM
-$245.1K
0
-100%
减持
IAU
ISHARES GOLD TRUST
-$244.3K
2,763
-61%
减持
CLX
CLOROX CO DEL COM
-$243.0K
272
-85%
增持
DIS
DISNEY WALT CO COM
+$240.0K
7,215
+9%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$235.3K
12,796
+34%
增持
COST
COSTCO WHSL CORP NEW COM
+$233.3K
1,514
+13%
增持
EFA
ISHARES MSCI EAFE ETF
+$233.2K
16,490
+9%
增持
LLY
ELI LILLY & CO COM
+$232.0K
1,756
+28%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$230.8K
4,607
+2%
减持
—
OLO INC CL A
-$226.9K
5,142
-89%
减持
KO
COCA COLA CO COM
-$222.1K
2,584
-54%
清仓
AYI
ACUITY INC COM
-$211.7K
0
-100%
减持
PM
PHILIP MORRIS INTL INC COM
-$206.1K
3,843
-33%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$197.6K
1,644
-0%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$197.5K
11,687
+56%
减持
NOW
SERVICENOW INC COM
-$196.3K
60
-81%
减持
DTE
DTE ENERGY CO COM
-$191.1K
11,639
-7%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$188.8K
16,748
-6%
增持
VTV
VANGUARD VALUE ETF
+$188.4K
7,830
+13%
增持
MCD
MCDONALDS CORP COM
+$183.3K
4,442
+24%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$180.0K
1,875
+26%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$169.6K
8,480
+17%
减持
AVGO
BROADCOM INC COM
+$169.5K
2,275
-17%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$165.6K
557
+360%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$159.4K
2,960
+9%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$156.3K
27
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$156.1K
1,910
-67%
减持
TRV
TRAVELERS COMPANIES INC COM
-$148.7K
1,251
-32%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$146.3K
3,525
-20%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$145.9K
3,622
+18%
减持
META
META PLATFORMS INC CL A
+$138.4K
2,238
-15%
减持
OKE
ONEOK INC NEW COM
-$131.1K
1,921
-34%
清仓
KKR
KKR & CO INC COM
-$128.0K
0
-100%
减持
GOOG
ALPHABET INC CAP STK CL C
+$121.6K
12,406
-7%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$120.4K
2,232
+168%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$117.3K
9,437
+7%
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$110.5K
7,439
+2%
增持
—
EATON CORP PLC SHS
+$109.8K
1,114
+5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$108.9K
5,477
-11%
减持
TSLA
TESLA INC COM
+$103.6K
1,846
-1%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$102.3K
1,516
+441%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$95.2K
3,019
-24%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$92.5K
4,510
-12%
减持
MGM
MGM RESORTS INTERNATIONAL COM
-$90.0K
100
-97%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$89.5K
1,658
-60%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$89.2K
2,521
+23%
减持
NFLX
NETFLIX INC COM
+$88.7K
342
-14%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$88.1K
32,118
+2%
减持
AMGN
AMGEN INC COM
-$86.5K
2,091
-3%
增持
PH
PARKER-HANNIFIN CORP COM
+$85.5K
467
+18%
减持
FISV
FISERV INC COM
-$84.9K
750
-23%
减持
NUE
NUCOR CORP COM
-$84.3K
115
-86%
减持
CMA
COMERICA INC COM
-$82.1K
3,918
-27%
减持
LOW
LOWES COS INC COM
-$81.6K
384
-46%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$81.1K
9,634
+45%
减持
—
DUPONT DE NEMOURS INC COM
-$79.6K
1,061
-48%
减持
TMUS
T-MOBILE US INC COM
-$78.5K
416
-38%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$77.7K
1,697
+166%
减持
MDLZ
MONDELEZ INTL INC CL A
-$77.4K
7,861
-12%
增持
RSG
REPUBLIC SVCS INC COM
+$75.7K
633
+91%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$72.5K
578
-57%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$72.3K
1,836
+22%
增持
HON
HONEYWELL INTL INC COM
+$70.3K
1,403
+16%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$70.0K
18,727
-2%
减持
URI
UNITED RENTALS INC COM
-$69.9K
7
-94%
建仓
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
+$69.4K
1,723
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$67.7K
4,092
+13%
增持
ABT
ABBOTT LABS COM
+$67.6K
3,691
+13%
增持
BA
BOEING CO COM
+$66.4K
938
+23%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$65.2K
322
-34%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$64.6K
2,259
-41%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$64.5K
0
-100%
建仓
IVOG
VANGUARD S&P MID-CAP 400 GROWTH ETF
+$63.4K
561
增持
GEV
GE VERNOVA INC COM
+$63.0K
280
+0%
增持
HD
HOME DEPOT INC COM
+$62.5K
3,734
+5%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$61.9K
168
-71%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$61.7K
3,582
+11%
减持
CMS
CMS ENERGY CORP COM
-$61.4K
6,825
-4%
增持
APH
AMPHENOL CORP NEW CL A
+$61.1K
971
+83%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$59.3K
4,168
-4%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$58.0K
263
+396%
减持
T
AT&T INC COM
-$57.9K
1,317
-61%
增持
WMT
WALMART INC COM
+$57.8K
5,064
+2%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$57.6K
1,856
-1%
清仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$55.1K
0
-100%
减持
CAT
CATERPILLAR INC COM
+$53.1K
977
-1%
减持
MTB
M & T BK CORP COM
-$52.5K
310
-51%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$51.5K
13,645
-8%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$51.4K
14,347
+2%
增持
MRK
MERCK & CO INC COM
+$50.1K
3,037
+43%
增持
QCOM
QUALCOMM INC COM
+$49.3K
2,507
+10%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$49.0K
179
+127%
清仓
TVAL
T. ROWE PRICE VALUE ETF
-$49.0K
0
-100%
减持
ONEQ
FIDELITY NASDAQ COMPOSITE INDEX ETF
-$48.7K
2,826
-30%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$48.4K
2,523
+125%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N C CL A
-$48.2K
0
-100%
减持
MO
ALTRIA GROUP INC COM
-$48.2K
905
-46%
清仓
DUOL
DUOLINGO INC CL A COM
-$48.1K
0
-100%
减持
CTVA
CORTEVA INC COM
-$48.0K
1,176
-45%
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$47.8K
474
清仓
IRM
IRON MTN INC DEL COM
-$47.8K
0
-100%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$47.5K
2,770
-24%
增持
BLK
BLACKROCK INC COM
+$47.1K
127
+40%
增持
WDC
WESTERN DIGITAL CORP COM
+$45.2K
742
+1225%
减持
VHT
VANGUARD HEALTH CARE ETF
-$44.9K
674
-16%
减持
LULU
LULULEMON ATHLETICA INC COM
-$44.5K
200
-38%
清仓
XLG
INVESCO S&P 500 TOP 50 ETF
-$43.7K
0
-100%
