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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 58
减持 60
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$121.7M
1,508,900
+7%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$17.1M
733,430
+4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$15.7M
2,112,981
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。
+9%
减持
VV
VANGUARD LARGE-CAP ETF
+$4.1M
318,832
-3%
清仓
CBSH
COMMERCE BANCSHARES INC COM
-$2.8M
0
-100%
减持
AAPL
APPLE INC COM
+$2.5M
59,782
-3%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$2.3M
118,432
+3%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.0M
14,509
+17%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.6M
28,832
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.5M
16,417
+65%
减持
MSFT
MICROSOFT CORP COM
-$1.5M
16,529
-18%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$1.3M
243,446
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.3M
6,856
-30%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$1.3M
358,084
+3%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$1.3M
1,196
-93%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.1M
631,026
+1%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$893.0K
15,815
-6%
减持
GOOG
ALPHABET INC CAP STK CL C
+$738.2K
12,067
-3%
减持
VTV
VANGUARD VALUE ETF
-$706.9K
3,630
-54%
建仓
BHB
BAR HBR BANKSHARES COM
+$599.8K
19,692
增持
WM
WASTE MGMT INC DEL COM
+$585.9K
3,159
+547%
减持
IWV
ISHARES RUSSELL 3000 ETF
-$516.5K
495
-75%
增持
NVDA
NVIDIA CORPORATION COM
+$447.7K
15,232
+1%
减持
SYK
STRYKER CORPORATION COM
-$433.6K
7,710
-7%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$429.7K
19,352
-1%
减持
JPM
JPMORGAN CHASE & CO. COM
-$371.8K
10,434
-17%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$337.0K
3,272
+991%
减持
XPO
XPO INC COM
-$322.3K
72
-97%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$322.1K
6,432
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$306.7K
22,321
+132%
减持
COST
COSTCO WHSL CORP NEW COM
-$287.5K
1,308
-14%
减持
AMZN
AMAZON COM INC COM
-$257.9K
22,798
-5%
增持
CVX
CHEVRON CORP NEW COM
+$243.9K
6,204
+23%
增持
PEP
PEPSICO INC COM
+$232.3K
27,310
+0%
建仓
WSBC
WESBANCO INC COM
+$229.9K
7,200
减持
WMT
WALMART INC COM
-$211.8K
2,749
-46%
增持
UNP
UNION PAC CORP COM
+$211.6K
2,395
+55%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$210.2K
3,983
+1%
减持
LLY
ELI LILLY & CO COM
-$195.4K
1,538
-12%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$174.9K
3,440
+118%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$167.9K
14,739
+15%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$152.9K
5,291
-3%
减持
ORCL
ORACLE CORP COM
+$141.7K
5,853
-15%
减持
V
VISA INC COM CL A
-$140.4K
2,715
-10%
建仓
AROW
ARROW FINL CORP COM
+$138.8K
4,905
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$132.7K
1,638
-0%
增持
IAU
ISHARES GOLD TRUST
+$129.5K
4,147
+50%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
-$128.6K
637
-50%
清仓
CNI
CANADIAN NATL RY CO COM
-$122.9K
0
-100%
建仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$114.8K
2,597
增持
CMCSA
COMCAST CORP NEW CL A
+$111.1K
8,838
+89%
减持
MAR
MARRIOTT INTL INC NEW CL A
-$108.9K
2,687
-9%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$108.9K
3,406
+806%
减持
META
META PLATFORMS INC CL A
-$108.7K
2,102
-6%
增持
DE
DEERE & CO COM
+$106.1K
909
+49%
减持
DTE
DTE ENERGY CO COM
+$103.2K
11,630
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$101.6K
3,389
+75%
建仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
+$100.9K
807
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$100.5K
8,648
+2%
减持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$100.2K
280
-82%
增持
LOW
LOWES COS INC COM
+$93.7K
712
+85%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$93.3K
1,856
+1171%
减持
HON
HONEYWELL INTL INC COM
-$92.3K
1,113
-21%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$92.0K
4,188
+0%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$89.8K
466
-73%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$88.0K
2,223
+21%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$87.6K
1,497
-41%
建仓
CEFZ
RIVERNORTH ACTIVE INCOME ETF
+$87.1K
10,626
减持
DIS
DISNEY WALT CO COM
-$86.3K
7,060
-2%
减持
MMM
3M CO COM
-$84.9K
279
-67%
清仓
—
VERONA PHARMA PLC SPONSORED ADS
-$84.4K
0
-100%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$81.4K
9,621
-1%
减持
KO
COCA COLA CO COM
-$78.5K
1,573
-39%
增持
TJX
TJX COS INC NEW COM
+$77.7K
3,563
+1%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$76.1K
851
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$74.4K
4,668
+4%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$73.9K
2,516
+1%
增持
GE
GE AEROSPACE COM NEW
+$72.9K
1,197
+7%
增持
RTX
RTX CORPORATION COM
+$72.6K
2,811
+3%
减持
GLW
CORNING INC COM
+$71.8K
3,516
-15%
增持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$71.5K
2,905
+30%
增持
VMC
VULCAN MATLS CO COM
+$71.0K
348
+152%
增持
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
+$69.8K
3,110
+17%
清仓
DNL
WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND
-$69.4K
0
-100%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$69.3K
1,996
+8%
增持
VO
VANGUARD MID-CAP ETF
+$68.6K
4,241
+1%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$68.1K
1,185
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$67.1K
1,045
-14%
减持
BLK
BLACKROCK INC COM
-$66.8K
57
-55%
减持
ABBV
ABBVIE INC COM
+$65.1K
2,345
-9%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$62.3K
7,905
+3%
清仓
BSX
BOSTON SCIENTIFIC CORP COM
-$62.1K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$61.4K
12,145
+0%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$61.1K
14,349
+0%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$61.1K
32,119
+0%
减持
HD
HOME DEPOT INC COM
+$59.7K
3,526
-6%
增持
T
AT&T INC COM
+$58.8K
3,432
+161%
减持
HLT
HILTON WORLDWIDE HLDGS INC COM
-$57.9K
47
-82%
清仓
RJF
RAYMOND JAMES FINL INC COM
-$57.5K
0
-100%
建仓
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$55.4K
1,569
减持
AVGO
BROADCOM INC COM
+$54.2K
2,065
-9%
减持
DAL
DELTA AIR LINES INC DEL COM NEW
-$54.0K
704
-63%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$53.0K
659
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$51.4K
2,972
-2%
减持
NFLX
NETFLIX INC COM
-$51.0K
339
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$50.7K
803
+5%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$50.2K
3,032
-15%
建仓
VOOV
VANGUARD S&P 500 VALUE ETF
+$49.3K
247
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$48.9K
9,496
+1%
增持
—
DUPONT DE NEMOURS INC COM
+$48.7K
1,559
+47%
清仓
AVUS
AVANTIS U.S. EQUITY ETF
-$47.8K
0
-100%
建仓
FBNC
FIRST BANCORP N C COM
+$47.0K
889
减持
NOW
SERVICENOW INC COM
-$47.0K
16
-73%
清仓
—
CRH PLC ORD
-$46.8K
0
-100%
减持
MCD
MCDONALDS CORP COM
-$46.4K
4,118
-7%
增持
CSCO
CISCO SYS INC COM
+$46.2K
8,406
+10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$45.9K
4,438
+8%
清仓
—
OLO INC CL A
-$45.8K
0
-100%
减持
HWM
HOWMET AEROSPACE INC COM
-$45.8K
3
-99%
增持
KLAC
KLA CORP COM NEW
+$45.6K
205
+5%
增持
BAC
BANK AMERICA CORP COM
+$45.3K
5,999
+7%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$44.0K
6,595
-11%
清仓
TSN
TYSON FOODS INC CL A
-$43.9K
0
-100%
减持
WDC
WESTERN DIGITAL CORP COM
-$43.5K
33
-96%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$41.3K
454
-57%
建仓
EDOW
FIRST TRUST DOW 30 EQUAL WEIGHT ETF
+$40.8K
1,022
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$40.3K
773
+92%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$40.0K
533
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$38.9K
5,524
+4%
减持
VPL
VANGUARD FTSE PACIFIC ETF
-$38.6K
785
-40%
减持
—
JOHNSON CTLS INTL PLC SHS
-$38.6K
36
-91%
减持
SHW
SHERWIN WILLIAMS CO COM
-$38.1K
12
-90%
清仓
ROST
ROSS STORES INC COM
-$37.9K
0
-100%
清仓
UMBF
UMB FINL CORP COM
-$36.4K
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
+$36.3K
16,176
-2%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$35.7K
707
-41%
建仓
CALF
PACER US SMALL CAP CASH COWS ETF
+$35.1K
802
建仓
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
+$35.1K
793
清仓
TY
TRI CONTL CORP COM
-$35.0K
0
-100%
增持
GEV
GE VERNOVA INC COM
+$34.8K
297
+6%
增持
VOOG
VANGUARD S&P 500 GROWTH ETF
+$34.5K
214
+45%
减持
INTC
INTEL CORP COM
+$34.4K
3,790
-8%
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$33.9K
539
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$33.2K
1,876
-1%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$32.9K
566
+126%
增持
PG
PROCTER AND GAMBLE CO COM
-$32.7K
11,247
+2%
清仓
SMMD
ISHARES RUSSELL 2500 ETF
-$32.3K
0
-100%
增持
—
EATON CORP PLC SHS
+$32.3K
1,149
+3%
清仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$31.9K
0
-100%
减持
LDOS
LEIDOS HOLDINGS INC COM
+$31.8K
1,378
-5%
