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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 59
减持 62
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD S&P 500 ETF
-$41.9M
1,406,636
-7%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$16.0M
2,282,614
+8%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$6.4M
764,572
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。
+4%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$4.2M
136,768
+15%
减持
PEP
PEPSICO INC COM
-$2.4M
10,007
-63%
增持
IAU
ISHARES GOLD TRUST
+$1.8M
26,430
+537%
减持
NVDA
NVIDIA CORPORATION COM
-$1.8M
5,622
-63%
减持
VV
VANGUARD LARGE-CAP ETF
-$1.5M
307,042
-4%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$1.2M
11,742
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$1.1M
7,613
+44%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.0M
10,221
+237%
减持
MSFT
MICROSOFT CORP COM
-$887.7K
15,866
-4%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$823.5K
14,914
-6%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$816.7K
9,826
+50%
减持
WM
WASTE MGMT INC DEL COM
-$624.9K
331
-90%
减持
GOOG
ALPHABET INC CAP STK CL C
+$585.1K
11,230
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$544.0K
5,775
-16%
减持
ORCL
ORACLE CORP COM
-$526.7K
5,743
-2%
增持
LLY
ELI LILLY & CO COM
+$501.9K
1,559
+1%
减持
VUG
VANGUARD GROWTH ETF
-$500.4K
8,227
-13%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$496.4K
237,402
-2%
增持
AMZN
AMAZON COM INC COM
+$488.4K
23,803
+4%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$464.4K
29,534
+133%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$413.2K
9,837
+75%
减持
SPY
SPDR S&P 500 ETF TRUST
+$385.3K
28,731
-0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$374.7K
3,995
+59%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$362.7K
20,064
+36%
清仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$322.1K
0
-100%
增持
PRF
INVESCO RAFI US 1000 ETF
+$290.3K
33,298
+18%
减持
PG
PROCTER & GAMBLE CO COM
-$287.0K
10,056
-11%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$282.9K
3,786
+27%
增持
IVV
ISHARES CORE S&P 500 ETF
+$260.9K
14,548
+0%
增持
ABBV
ABBVIE INC COM
+$260.0K
3,514
+50%
增持
PRFZ
INVESCO RAFI US 1500 SMALL-MID ETF
+$249.5K
7,044
+334%
减持
JNJ
JOHNSON & JOHNSON COM
+$242.0K
15,879
-3%
减持
AAPL
APPLE INC COM
-$222.7K
55,173
-8%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$220.4K
19,599
+1%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$219.4K
3,734
+101%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$212.7K
38
-95%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$211.9K
1,418
-59%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$203.2K
349,598
-2%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
+$194.8K
628,481
-0%
减持
SYK
STRYKER CORPORATION COM
-$186.4K
7,579
-2%
清仓
—
KELLANOVA COM
-$185.7K
0
-100%
减持
RPM
RPM INTL INC COM
-$178.7K
233
-86%
增持
TXN
TEXAS INSTRS INC COM
+$161.3K
1,474
+187%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$156.8K
796
+342%
增持
CVX
CHEVRON CORP NEW COM
+$151.2K
7,313
+18%
减持
JPM
JPMORGAN CHASE & CO. COM
-$149.5K
9,751
-7%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$147.4K
36,918
+15%
减持
DTE
DTE ENERGY CO COM
-$146.2K
11,620
-0%
增持
GE
GE AEROSPACE COM NEW
+$143.3K
1,634
+37%
减持
AFL
AFLAC INC COM
-$142.4K
522
-71%
减持
VBK
VANGUARD SMALL-CAP GROWTH ETF
-$141.8K
3,656
-13%
增持
META
META PLATFORMS INC CL A
-$136.3K
2,132
+1%
建仓
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$130.6K
1,429
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$127.6K
10,346
+77%
增持
SLV
ISHARES SILVER TRUST
+$125.5K
3,138
+73%
减持
TSLA
TESLA INC COM
-$118.3K
1,058
-21%
增持
MRK
MERCK & CO INC COM
+$117.7K
3,560
+16%
减持
—
AON PLC SHS CL A
-$116.1K
1,606
-16%
清仓
ATO
ATMOS ENERGY CORP COM
-$112.8K
0
-100%
减持
VO
VANGUARD MID-CAP ETF
-$109.9K
3,914
-8%
减持
ETHE
GRAYSCALE ETHEREUM STAKING ETF
-$107.6K
376
-89%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$106.1K
844
-24%
增持
ABT
ABBOTT LABS COM
+$103.9K
4,861
+29%
增持
NFLX
NETFLIX INC. COM
-$103.8K
3,233
+854%
建仓
PXF
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
+$103.0K
1,572
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$101.6K
4,058
+2%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$101.5K
4,945
+35%
建仓
TCHP
T. ROWE PRICE BLUE CHIP GROWTH ETF
+$101.1K
2,027
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$100.0K
6,647
+20%
增持
AMGN
AMGEN INC COM
+$99.1K
2,106
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$99.0K
4,683
+7%
增持
EFA
ISHARES MSCI EAFE ETF
+$98.2K
16,751
+4%
减持
LOW
LOWES COS INC COM
-$97.9K
336
-53%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$97.8K
1,251
+143%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$93.4K
86
-93%
增持
DHR
DANAHER CORPORATION COM
+$92.1K
2,970
+0%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$88.9K
1,102
减持
BAC
BANK AMERICA CORP COM
-$88.1K
4,025
-33%
清仓
—
DENNYS CORP COM
-$86.8K
0
-100%
增持
GLD
SPDR GOLD SHARES
+$85.9K
1,171
+10%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$84.4K
669
-74%
增持
GEV
GE VERNOVA INC COM
+$82.1K
406
+37%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$82.0K
1,514
-8%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$77.6K
334
-46%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$76.1K
0
-100%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$75.2K
188
-77%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$73.1K
2,583
+16%
增持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
+$70.2K
10,081
+5%
增持
CMS
CMS ENERGY CORP COM
+$69.8K
8,079
+20%
清仓
COWZ
PACER US CASH COWS 100 ETF
-$68.1K
0
-100%
减持
VMC
VULCAN MATLS CO COM
-$67.7K
138
-60%
建仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$67.5K
1,087
减持
HON
HONEYWELL INTL INC COM
-$66.3K
861
-23%
增持
AVGO
BROADCOM INC COM
+$66.3K
2,160
+5%
增持
MDLZ
MONDELEZ INTL INC CL A
-$66.2K
8,033
+1%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$63.8K
781
增持
RLAY
RELAY THERAPEUTICS INC COM
+$63.7K
8,764
+338%
减持
SO
SOUTHERN CO COM
-$63.5K
4,204
-7%
清仓
SIVR
ABRDN PHYSICAL SILVER SHARES ETF
-$63.3K
0
-100%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$63.1K
886
-48%
减持
GD
GENERAL DYNAMICS CORP COM
-$61.9K
187
-49%
清仓
MTB
M & T BK CORP COM
-$61.3K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP COM
-$59.6K
60
-89%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$58.5K
4,796
+3%
增持
—
EATON CORP PLC SHS
-$58.0K
1,168
+2%
建仓
SCHH
SCHWAB U.S. REIT ETF
+$57.8K
2,765
增持
MMM
3M CO COM
+$57.6K
630
+126%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$55.5K
1,680
-16%
减持
SDY
STATE STREET SPDR S&P DIVIDEND ETF
-$55.5K
2,831
-12%
增持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$53.6K
1,533
+153%
减持
RSG
REPUBLIC SVCS INC COM
-$53.5K
433
-32%
清仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$51.5K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$50.7K
5,458
+61%
减持
FISV
FISERV INC COM
-$50.7K
685
-9%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$50.3K
19,860
+6%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$48.9K
19
-89%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$48.6K
468
+2%
建仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$48.0K
1,046
清仓
AMTM
AMENTUM HOLDINGS INC COM
-$47.7K
0
-100%
减持
CMCSA
COMCAST CORP NEW CL A
-$47.1K
7,714
-13%
减持
CSCO
CISCO SYS INC COM
+$46.9K
8,075
-4%
减持
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
-$46.7K
2,669
-14%
清仓
—
XAI OCTAGN FLT RAT & ALT INM T COM
-$45.1K
0
-100%
减持
PH
PARKER-HANNIFIN CORP COM
+$45.1K
392
-1%
清仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
-$45.0K
0
-100%
减持
AMAT
APPLIED MATLS INC COM
-$44.9K
96
-72%
增持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$44.7K
11,548
+4%
建仓
XETYX
EATON VANCE TAX-MANAGED DIVERS COM
+$43.5K
2,839
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$42.4K
23,381
+5%
清仓
EDOW
FIRST TRUST DOW 30 EQUAL WEIGHT ETF
-$40.8K
0
-100%
增持
XLC
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
+$40.2K
1,753
+25%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$39.7K
1,038
-1%
减持
KO
COCA COLA CO COM
-$38.7K
938
-40%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$38.6K
0
-100%
增持
BLK
BLACKROCK INC COM
+$38.4K
98
+72%
清仓
VFH
VANGUARD FINANCIALS ETF
-$38.3K
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
-$38.0K
635
-0%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$36.9K
325
-1%
减持
BA
BOEING CO COM
-$36.2K
820
-17%
建仓
FMAY
FT VEST U.S. EQUITY BUFFER FUND - MAY
+$36.0K
673
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$35.9K
402
-48%
清仓
—
ON HLDG AG NAMEN AKT A
-$35.3K
0
-100%
清仓
CALF
PACER US SMALL CAP CASH COWS ETF
-$35.1K
0
-100%
清仓
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
-$35.1K
0
-100%
减持
TMUS
T-MOBILE US INC COM
-$35.1K
306
-25%
增持
ADBE
ADOBE INC COM
+$34.7K
594
+21%
减持
NEE
NEXTERA ENERGY INC COM
+$34.5K
7,950
-1%
