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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 45
减持 79
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$11.1M
830,772
+9%
减持
VV
VANGUARD LARGE-CAP ETF
-$10.9M
287,055
-7%
增持
VOO
VANGUARD S&P 500 ETF
-$10.3M
1,459,078
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
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.1M
2,305,373
+1%
减持
AMZN
AMAZON COM INC COM
-$2.6M
14,083
-41%
减持
AAPL
APPLE INC COM
-$2.6M
49,049
-11%
减持
MSFT
MICROSOFT CORP COM
-$2.1M
15,139
-5%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$1.9M
9,738
-35%
减持
SYK
STRYKER CORPORATION COM
-$1.8M
2,761
-64%
减持
IAU
ISHARES GOLD TRUST
-$1.7M
5,351
-80%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$1.4M
226,022
-5%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.4M
5,247
-31%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.3M
7,599
-32%
建仓
BMOP
BNY MELLON MUNICIPAL OPPORTUNITIES ETF
+$1.3M
53,275
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$1.2M
6,061
-38%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$1.2M
55
-100%
减持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$898.8K
320,412
-8%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$879.5K
12,203
+304%
减持
MCD
MCDONALDS CORP COM
-$807.1K
1,460
-65%
减持
LLY
ELI LILLY & CO COM
-$793.3K
959
-38%
减持
VUG
VANGUARD GROWTH ETF
-$696.1K
7,595
-8%
增持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$670.3K
14,658
+3466%
减持
V
VISA INC COM CL A
-$657.3K
897
-66%
减持
IVV
ISHARES CORE S&P 500 ETF
-$573.3K
14,377
-1%
减持
PM
PHILIP MORRIS INTL INC COM
-$568.2K
340
-91%
减持
HD
HOME DEPOT INC COM
-$563.4K
2,619
-37%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$555.0K
130,776
-4%
减持
JPM
JPMORGAN CHASE & CO COM
-$504.7K
8,965
-8%
增持
WMT
WALMART INC COM
+$474.6K
5,920
+153%
减持
PG
PROCTER & GAMBLE CO COM
-$467.9K
6,738
-33%
减持
CVX
CHEVRON CORPORATION COM
-$466.6K
3,132
-57%
清仓
FSLR
FIRST SOLAR INC COM
-$445.7K
0
-100%
减持
YUM
YUM BRANDS INC COM
-$443.5K
1,263
-70%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$408.2K
5,590
+12052%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$395.3K
2,996
-21%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$385.0K
1,591
+14%
减持
ORCL
ORACLE CORP COM
-$354.2K
5,201
-9%
减持
MDLZ
MONDELEZ INTL INC CL A
-$336.6K
1,663
-79%
减持
TRV
TRAVELERS COMPANIES INC COM
-$334.5K
97
-92%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$329.0K
6,082
+228%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$328.5K
14,745
-27%
增持
LOW
LOWES COS INC COM
+$317.1K
1,685
+401%
减持
TJX
TJX COS INC NEW COM
-$309.9K
1,480
-58%
减持
SCHW
SCHWAB CHARLES CORP COM
-$309.3K
2,764
-51%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$291.2K
2,791
-30%
减持
—
EXXON MOBIL CORP COM
+$286.3K
9,561
-14%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$278.7K
35,489
+20%
减持
YUMC
YUM CHINA HLDGS INC COM
-$270.8K
1,001
-85%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$270.2K
5,058
-24%
清仓
CMA
COMERICA INC COM
-$261.8K
0
-100%
清仓
J
JACOBS SOLUTIONS INC COM
-$248.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC COM
-$246.2K
4,221
-47%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$238.4K
7,434
+52%
减持
CAT
CATERPILLAR INC COM
-$236.5K
456
-53%
减持
—
TOPBUILD COR COM
-$231.5K
88
-86%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$220.1K
11,391
+11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$217.4K
5,604
-3%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$207.0K
3,464
+42%
增持
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$204.1K
3,116
+1141%
减持
DIS
DISNEY WALT CO COM
-$203.5K
6,316
-12%
增持
FITB
FIFTH THIRD BANCORP COM
+$198.8K
5,914
+265%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$196.5K
1,939
-64%
建仓
DON
WISDOMTREE U.S. MIDCAP DIVIDEND FUND
+$191.5K
3,645
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$189.6K
21,496
+18%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$185.1K
4,112
+1488%
减持
QCOM
QUALCOMM INC COM
-$184.9K
1,894
-24%
减持
ABT
ABBOTT LABORATORIES COM
-$184.2K
4,138
-15%
减持
MRK
MERCK & CO INC COM
-$177.2K
1,642
-54%
减持
TXN
TEXAS INSTRS INC COM
-$176.5K
408
-72%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$175.3K
604,751
-4%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$174.4K
3,672
+217%
清仓
CACC
CREDIT ACCEP CORP MICH COM
-$171.6K
0
-100%
减持
DTE
DTE ENERGY CO COM
+$171.3K
11,421
-2%
减持
ABBV
ABBVIE INC COM
-$168.1K
2,919
-17%
增持
META
META PLATFORMS INC CL A
-$166.3K
2,169
+2%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$166.1K
4,987
+34%
减持
MA
MASTERCARD INCORPORATED CL A
-$163.2K
520
-30%
建仓
COR
CENCORA INC COM
+$157.1K
500
增持
PFE
PFIZER INC COM
+$155.9K
10,372
+91%
建仓
XCEM
COLUMBIA EM CORE EX-CHINA ETF
+$154.9K
3,795
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$151.4K
20,955
+7%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$150.6K
1,244
+729%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$148.7K
27,345
+38%
减持
TSLA
TESLA INC COM
-$145.7K
888
-16%
减持
DHR
DANAHER CORP DEL COM
-$145.2K
2,820
-5%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$144.6K
0
-100%
建仓
SII
SPROTT INC COM NEW
+$143.3K
1,003
减持
DRI
DARDEN RESTAURANTS INC COM
-$138.8K
253
-75%
建仓
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$137.8K
3,238
建仓
VTWG
VANGUARD RUSSELL 2000 GROWTH ETF
+$131.0K
572
清仓
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$130.6K
0
-100%
增持
KMI
KINDER MORGAN INC DEL COM
+$130.5K
4,171
+1127%
减持
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$130.0K
560
-54%
减持
VHT
VANGUARD HEALTH CARE ETF
-$125.7K
251
-63%
减持
RTX
RTX CORPORATION COM
-$125.5K
1,846
-30%
清仓
ECL
ECOLAB INC COM
-$124.7K
0
-100%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$122.1K
4,150
-13%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$120.7K
226
+183%
减持
WFC
WELLS FARGO & CO COM
-$119.5K
4,026
-15%
建仓
XPP
PROSHARES ULTRA FTSE CHINA 50
+$118.3K
5,305
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$114.5K
10,609
+8%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$113.4K
1,346
-28%
减持
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
-$110.3K
9,859
-2%
减持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
-$96.4K
515
-59%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$94.2K
8,975
+0%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$92.6K
1,667
减持
ADBE
ADOBE INC COM
-$91.7K
478
-20%
减持
CSCO
CISCO SYS INC COM
-$88.0K
6,883
-15%
减持
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$87.6K
16
-99%
减持
BAC
BANK OF AMER CORP COM
-$87.5K
2,747
-32%
减持
PEP
PEPSICO INC COM
+$87.3K
9,810
-2%
建仓
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$86.8K
2,397
清仓
MLKN
MILLERKNOLL INC COM
-$86.0K
0
-100%
减持
SBUX
STARBUCKS CORP COM
-$84.0K
485
-68%
增持
DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$83.6K
750
+37%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$80.7K
1,187
+49%
减持
MS
MORGAN STANLEY COM NEW
-$80.5K
250
-64%
增持
IVOO
VANGUARD S&P MID-CAP 400 ETF
+$80.4K
950
+277%
建仓
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$80.4K
858
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$79.3K
355
-36%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$78.6K
7,652
+51%
减持
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-$77.8K
2,072
-29%
增持
GWW
WW GRAINGER INC COM
+$77.6K
307
+20%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$73.9K
756
-10%
建仓
XOVR
ERSHARES PRIVATE-PUBLIC CROSSOVER ETF
+$73.2K
4,334
清仓
PWR
QUANTA SVCS INC COM
-$71.8K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$70.6K
3,408
+4%
清仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$67.5K
0
-100%
减持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$66.9K
197
-64%
清仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$65.4K
0
-100%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$63.6K
3,865
+6%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$63.5K
560
+68%
增持
NVDA
NVIDIA CORPORATION COM
+$63.2K
6,375
+13%
减持
RSG
REPUBLIC SVCS INC COM
-$62.9K
132
-70%
减持
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
-$62.8K
2,240
-13%
减持
MCK
MCKESSON CORP COM
-$60.9K
86
-48%
增持
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
+$60.7K
3,094
+16%
增持
FDX
FEDEX CORP COM
+$59.3K
315
+72%
减持
MMM
3M CO COM
-$59.3K
286
-55%
建仓
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$58.9K
940
增持
—
EATON CORP PLC SHS
+$58.6K
1,204
+3%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$58.4K
3,889
+10%
增持
SPY
STATE STREET SPDR S&P 500 ETF
+$58.3K
30,216
+5%
增持
ALL
ALLSTATE CORP COM
+$58.3K
1,321
+28%
减持
LDOS
LEIDOS HOLDINGS INC COM
-$58.2K
1,224
-11%
清仓
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
-$57.4K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$56.4K
437
-7%
建仓
HL
HECLA MINING COMPANY COM
+$55.9K
3,001
减持
IWV
ISHARES RUSSELL 3000 ETF
-$55.5K
368
-26%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$51.5K
5,529
+12%
