小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 111 项
建仓 25
增持 40
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$321.4M
802,087
+860%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$52.1M
82,996
-95%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$32.3M
1,976,631
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。
-29%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$29.8M
1,268,037
建仓
JAAA
JANUS DETROIT STR TR
+$26.9M
540,306
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$19.2M
128,389
减持
GUNR
FLEXSHARES TR
-$18.8M
44,175
-91%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$7.9M
3,364,056
+0%
增持
SPYM
SPDR SER TR
+$7.7M
891,279
+11%
减持
IEF
ISHARES TR
-$6.0M
16,426
-78%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$2.8M
356,230
+21%
增持
SPGM
SPDR INDEX SHS FDS
+$2.1M
411,585
+6%
增持
AAPL
APPLE INC
+$1.9M
30,835
+26%
增持
MSFT
MICROSOFT CORP
+$1.2M
9,402
+35%
减持
IWB
ISHARES TR
+$629.8K
34,812
-0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$605.0K
85,093
+17%
减持
PG
PROCTER AND GAMBLE CO
-$574.9K
3,087
-56%
建仓
MA
MASTERCARD INCORPORATED
+$528.6K
1,344
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$526.9K
48,408
-28%
增持
ORCL
ORACLE CORP
+$520.2K
15,875
+8%
建仓
PJUN
INNOVATOR ETFS TR
+$435.2K
13,742
增持
AMZN
AMAZON COM INC
+$398.3K
8,314
+25%
建仓
SYK
STRYKER CORPORATION
+$396.9K
1,301
增持
IVV
ISHARES TR
+$365.1K
2,271
+44%
建仓
PEP
PEPSICO INC
+$329.7K
1,780
增持
TSLA
TESLA INC
+$282.5K
3,864
+10%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$278.4K
5,032
建仓
APH
AMPHENOL CORP NEW
+$277.3K
3,264
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$273.6K
4,355
建仓
XLE
SELECT SECTOR SPDR TR
+$271.0K
3,338
建仓
TJX
TJX COS INC NEW
+$268.8K
3,170
建仓
NKE
NIKE INC
+$262.9K
2,382
建仓
DAL
DELTA AIR LINES INC DEL
+$254.3K
5,349
建仓
—
ISHARES TR
+$251.8K
10,228
建仓
INTC
INTEL CORP
+$251.3K
7,515
减持
SPMD
SPDR SER TR
+$248.9K
178,256
-1%
增持
T
AT&T INC
-$247.8K
114,858
+6%
清仓
VBR
VANGUARD INDEX FDS
-$245.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$241.9K
1,872
-5%
建仓
SHEL
SHELL PLC
+$232.3K
3,848
建仓
ABT
ABBOTT LABS
+$231.9K
2,127
增持
GOOGL
ALPHABET INC
+$229.0K
8,679
+11%
清仓
SGOV
ISHARES TR
-$227.1K
0
-100%
增持
SPYG
SPDR SER TR
+$225.1K
16,513
+17%
建仓
ISRG
INTUITIVE SURGICAL INC
+$224.7K
657
建仓
ACWX
ISHARES TR
+$219.8K
4,467
建仓
META
META PLATFORMS INC
+$219.5K
765
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$216.2K
0
-100%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$213.6K
5,532
建仓
GGG
GRACO INC
+$210.6K
2,439
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$209.9K
8,640
清仓
SBUX
STARBUCKS CORP
-$208.2K
0
-100%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$205.9K
157
清仓
TLT
ISHARES TR
-$205.7K
0
-100%
增持
F
FORD MTR CO DEL
+$200.8K
52,363
+12%
增持
GLD
SPDR GOLD TR
+$191.1K
2,738
+69%
减持
UPS
UNITED PARCEL SERVICE INC
-$181.3K
9,671
-2%
增持
DAPR
FIRST TR EXCHNG TRADED FD VI
+$136.5K
14,011
+41%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$131.8K
4,605
+7%
减持
QQQ
INVESCO QQQ TR
+$130.5K
3,374
-3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$118.3K
647,033
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$118.3K
4,959
-19%
增持
IWM
ISHARES TR
+$106.1K
2,632
+21%
增持
JPM
JPMORGAN CHASE & CO
+$100.6K
3,289
+13%
增持
LLY
LILLY ELI & CO
+$99.3K
690
+6%
减持
PFE
PFIZER INC
-$98.5K
9,747
-13%
减持
AGG
ISHARES TR
-$98.4K
7,612
-10%
增持
VTV
VANGUARD INDEX FDS
+$96.0K
4,646
+14%
减持
GWX
SPDR INDEX SHS FDS
-$89.6K
12,279
-18%
增持
MCD
MCDONALDS CORP
+$89.1K
3,328
+3%
减持
VUG
VANGUARD INDEX FDS
+$88.3K
7,298
-8%
减持
SCHD
SCHWAB STRATEGIC TR
-$87.9K
8,708
-12%
减持
—
ISHARES TR
-$84.4K
58,929
-5%
增持
SPTM
SPDR SER TR
+$83.6K
20,027
+0%
增持
VOO
VANGUARD INDEX FDS
+$78.0K
908
+17%
增持
GSLC
GOLDMAN SACHS ETF TR
+$66.5K
4,630
+11%
增持
ABBV
ABBVIE INC
+$66.0K
2,592
+46%
减持
XLK
SELECT SECTOR SPDR TR
-$62.3K
2,856
-23%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$61.5K
3,178
-21%
增持
VTI
VANGUARD INDEX FDS
+$61.1K
3,564
+0%
减持
SLYV
SPDR SER TR
-$56.3K
7,499
-10%
增持
SPEM
SPDR INDEX SHS FDS
+$53.6K
135,452
+0%
减持
DIS
DISNEY WALT CO
-$52.8K
3,831
-3%
增持
WBD
WARNER BROS DISCOVERY INC
-$52.3K
29,632
+6%
增持
DGRO
ISHARES TR
+$52.2K
8,448
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$49.9K
17,700
-3%
减持
—
EXXON MOBIL CORP
-$48.7K
5,013
-6%
减持
VXF
VANGUARD INDEX FDS
+$46.6K
6,020
-1%
减持
GOOG
ALPHABET INC
+$46.0K
3,922
-5%
减持
SPYV
SPDR SER TR
-$39.5K
22,059
-9%
增持
MDYG
SPDR SER TR
+$38.2K
11,760
+0%
增持
DGRW
WISDOMTREE TR
+$36.6K
8,384
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$33.7K
8,332
-10%
减持
—
NEW YORK CMNTY BANCORP INC
+$33.4K
16,003
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.0K
2,424
-11%
增持
WMT
WALMART INC
+$31.7K
2,329
+3%
减持
CVX
CHEVRON CORP NEW
-$28.3K
2,528
-3%
清仓
—
VINCO VENTURES INC
-$26.0K
0
-100%
减持
GE
GENERAL ELECTRIC CO
+$22.4K
2,075
-3%
增持
SLV
ISHARES SILVER TR
+$20.0K
11,475
+16%
减持
SPDW
SPDR INDEX SHS FDS
-$15.1K
9,882
-6%
减持
MDYV
SPDR SER TR
+$14.0K
9,091
-2%
增持
IJH
ISHARES TR
+$13.8K
1,144
+0%
增持
—
ISHARES TR
+$13.6K
93,882
+1%
减持
IEI
ISHARES TR
-$12.9K
3,115
-1%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$12.8K
47,069
-4%
减持
VO
VANGUARD INDEX FDS
+$9.1K
1,944
-2%
清仓
—
MULLEN AUTOMOTIVE INC
-$8.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$8.0K
7,434
+2%
减持
CMCSA
COMCAST CORP NEW
-$1.2K
8,127
-9%
减持
VB
VANGUARD INDEX FDS
+$262
1,453
-5%
