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Advance Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Advance Capital Management, Inc.
报告期 2026-03-31 · CIK 0001536029
持仓数
185
前50大市值合计
$2.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 95 项
建仓 24
增持 30
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$177.6M
1,522,393
-73%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$75.2M
2,493,290
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$30.6M
55,441
-95%
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。
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$25.7M
5,103,486
+3%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$14.2M
129,661
减持
QQQ
INVESCO QQQ TR
-$13.6M
4,158
-92%
增持
GUNR
FLEXSHARES TR
+$11.2M
1,726,994
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$6.9M
3,232,218
-7%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$4.4M
143,333
增持
SPYM
SPDR SER TR
+$4.3M
794,803
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
45,750
+7%
减持
SPGM
SPDR INDEX SHS FDS
+$1.4M
382,387
-1%
增持
—
ISHARES TR
+$1.3M
102,748
+113%
增持
IEF
ISHARES TR
+$1.3M
226,154
+7%
建仓
AGG
ISHARES TR
+$1.0M
10,613
增持
—
ISHARES TR
+$1.0M
67,608
+170%
减持
AMZN
AMAZON COM INC
-$857.4K
7,126
-45%
建仓
MDYG
SPDR SER TR
+$767.6K
11,748
增持
FMB
FIRST TR EXCH TRADED FD III
+$752.8K
72,496
+23%
增持
SPEM
SPDR INDEX SHS FDS
+$744.4K
130,988
+14%
建仓
—
INVESCO EXCH TRADED FD TR II
+$610.8K
60,000
建仓
SDY
SPDR SER TR
+$597.8K
4,778
增持
SPYV
SPDR SER TR
+$512.3K
29,937
+58%
增持
TSLA
TESLA INC
-$411.8K
3,371
+8%
建仓
IEI
ISHARES TR
+$390.4K
3,398
建仓
VBR
VANGUARD INDEX FDS
+$368.9K
2,323
增持
T
AT&T INC
+$355.8K
111,126
+1%
建仓
DRLL
EA SERIES TRUST
+$333.3K
11,316
建仓
COWZ
PACER FDS TR
+$324.2K
7,009
减持
SPMD
SPDR SER TR
-$318.6K
182,551
-13%
清仓
—
ISHARES TR
-$300.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$289.7K
2,913
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$286.2K
11,865
增持
VTI
VANGUARD INDEX FDS
+$285.8K
3,650
+59%
建仓
QVMT
INVESCO EXCH TRADED FD TR II
+$278.8K
6,816
建仓
GSLC
GOLDMAN SACHS ETF TR
+$267.1K
3,509
减持
AAPL
APPLE INC
-$256.3K
24,442
-2%
建仓
TLT
ISHARES TR
+$250.0K
2,511
减持
SPDW
SPDR INDEX SHS FDS
-$247.0K
10,542
-51%
增持
AMGN
AMGEN INC
+$243.0K
6,290
+1%
清仓
BSV
VANGUARD BD INDEX FDS
-$230.0K
0
-100%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$223.7K
5,750
建仓
GE
GENERAL ELECTRIC CO
+$217.4K
2,595
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$216.0K
0
-100%
建仓
HAL
HALLIBURTON CO
+$215.7K
5,482
增持
CVX
CHEVRON CORP NEW
+$211.8K
3,487
+21%
建仓
ROK
ROCKWELL AUTOMATION INC
+$206.1K
800
增持
VYM
VANGUARD WHITEHALL FDS
+$205.5K
7,499
+17%
清仓
PJAN
INNOVATOR ETFS TR
-$204.0K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$203.9K
5,896
建仓
MAR
MARRIOTT INTL INC NEW
+$202.0K
1,357
减持
PG
PROCTER AND GAMBLE CO
+$180.0K
7,535
-1%
增持
IVV
ISHARES TR
+$178.2K
1,510
+35%
增持
—
EXXON MOBIL CORP
+$164.1K
6,003
+5%
建仓
—
NEW YORK CMNTY BANCORP INC
+$139.3K
16,203
减持
GOOGL
ALPHABET INC
-$124.1K
7,808
-8%
减持
VUG
VANGUARD INDEX FDS
-$121.5K
8,003
-6%
增持
MCD
MCDONALDS CORP
+$117.0K
3,233
+2%
减持
WBD
WARNER BROS DISCOVERY INC
-$101.6K
27,577
-13%
减持
UPS
UNITED PARCEL SERVICE INC
+$94.0K
9,871
-2%
增持
JPM
JPMORGAN CHASE & CO
+$83.0K
2,774
+0%
增持
DGRW
WISDOMTREE TR
+$79.4K
7,495
+8%
减持
PFE
PFIZER INC
+$78.0K
11,222
-1%
建仓
PCT
PURECYCLE TECHNOLOGIES INC
+$67.6K
10,000
增持
SPYG
SPDR SER TR
+$64.9K
14,524
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$60.3K
18,038
-11%
增持
GWX
SPDR INDEX SHS FDS
+$58.9K
17,168
+0%
增持
CMCSA
COMCAST CORP NEW
+$57.4K
8,934
+3%
增持
DGRO
ISHARES TR
+$39.2K
6,684
+1%
减持
IWB
ISHARES TR
+$37.2K
29,442
-6%
减持
VXF
VANGUARD INDEX FDS
-$36.0K
6,451
-8%
减持
DIS
DISNEY WALT CO
-$34.5K
3,828
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$32.7K
4,452
+0%
减持
SLYV
SPDR SER TR
-$32.4K
8,187
-14%
减持
GOOG
ALPHABET INC
-$31.0K
3,900
-1%
增持
WMT
WALMART INC
+$30.2K
2,258
+1%
减持
ABBV
ABBVIE INC
+$30.0K
1,776
-7%
减持
NVDA
NVIDIA CORPORATION
+$27.6K
1,790
-7%
增持
XLK
SELECT SECTOR SPDR TR
+$25.8K
3,888
+1%
减持
LLY
LILLY ELI & CO
+$21.9K
653
-3%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$21.8K
3,528
-2%
减持
SCHD
SCHWAB STRATEGIC TR
+$20.7K
5,145
-7%
减持
VTV
VANGUARD INDEX FDS
+$19.5K
4,100
-9%
减持
F
FORD MTR CO DEL
+$18.7K
47,098
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$18.0K
5,648
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.9K
767
-7%
减持
MSFT
MICROSOFT CORP
-$12.5K
6,916
-4%
减持
VOO
VANGUARD INDEX FDS
-$11.4K
765
-10%
减持
VO
VANGUARD INDEX FDS
+$8.8K
2,001
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.5K
9,543
-15%
减持
DAPR
FIRST TR EXCHNG TRADED FD VI
-$5.5K
10,098
-5%
减持
IJH
ISHARES TR
-$3.2K
1,136
-10%
减持
VB
VANGUARD INDEX FDS
-$2.4K
1,594
-8%
增持
—
VINCO VENTURES INC
+$754
59,814
+108%
减持
JNJ
JOHNSON & JOHNSON
-$367
1,232
-8%