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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 119 项
建仓 11
增持 66
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$152.7M
3,569,524
+561%
建仓
UAUG
INNOVATOR ETFS TR
+$63.1M
2,200,687
增持
SPYM
SPDR SER TR
+$53.1M
1,981,511
+122%
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。
建仓
BILS
SPDR SER TR
+$45.6M
459,106
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$33.2M
1,231,668
-38%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$28.7M
53,229
-96%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$21.7M
2,975,447
-12%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$18.3M
6,104
-95%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$11.9M
8,803
-98%
增持
SPY
SPDR S&P 500 ETF TR
+$5.9M
845,471
+5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$5.4M
551,248
-15%
减持
SPEM
SPDR INDEX SHS FDS
-$3.7M
27,116
-80%
增持
SPMD
SPDR SER TR
+$2.1M
234,206
+31%
增持
SPGM
SPDR INDEX SHS FDS
+$1.4M
453,849
+10%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$672.9K
65,019
-22%
减持
GUNR
FLEXSHARES TR
-$670.3K
27,196
-38%
增持
SPYG
SPDR SER TR
+$654.7K
28,039
+70%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$635.3K
28,829
-40%
增持
ACWX
ISHARES TR
+$547.9K
16,332
+266%
增持
QQQ
INVESCO QQQ TR
+$475.2K
4,806
+42%
减持
MCD
MCDONALDS CORP
-$442.5K
2,090
-37%
减持
IWB
ISHARES TR
-$438.2K
34,255
-2%
清仓
DAPR
FIRST TR EXCHNG TRADED FD VI
-$430.7K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$402.4K
12,711
+153%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$388.5K
36,185
-23%
减持
AGG
ISHARES TR
-$376.8K
3,922
-48%
减持
UPS
UNITED PARCEL SERVICE INC
-$358.1K
8,824
-9%
减持
FMB
FIRST TR EXCH TRADED FD III
-$346.2K
81,143
-5%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$339.5K
1,784
减持
T
AT&T INC
-$310.8K
101,278
-12%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$303.1K
6,458
增持
AMGN
AMGEN INC
+$296.4K
6,299
+0%
建仓
IJR
ISHARES TR
+$286.7K
3,039
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$273.6K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$254.3K
0
-100%
增持
IVV
ISHARES TR
+$249.9K
2,939
+29%
建仓
TXN
TEXAS INSTRS INC
+$246.6K
1,551
建仓
XJUN
FIRST TR EXCHNG TRADED FD VI
+$243.4K
7,347
清仓
LOW
LOWES COS INC
-$243.3K
0
-100%
建仓
HAL
HALLIBURTON CO
+$225.1K
5,558
建仓
SGOV
ISHARES TR
+$213.8K
2,124
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$213.6K
0
-100%
清仓
GGG
GRACO INC
-$210.6K
0
-100%
清仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$209.9K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$205.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$203.8K
9,496
+9%
建仓
BSV
VANGUARD BD INDEX FDS
+$202.2K
2,689
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$200.9K
2,387
增持
PGR
PROGRESSIVE CORP
+$198.1K
28,454
+0%
增持
ORCL
ORACLE CORP
-$197.0K
15,989
+1%
增持
IEF
ISHARES TR
+$190.7K
19,406
+18%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$167.8K
3,609
-22%
增持
AAPL
APPLE INC
-$161.7K
33,990
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$157.6K
15,452
+56%
增持
VOO
VANGUARD INDEX FDS
+$154.6K
1,335
+47%
减持
PJUN
INNOVATOR ETFS TR
-$150.1K
9,106
-34%
增持
INTC
INTEL CORP
+$146.0K
11,177
+49%
减持
DTE
DTE ENERGY CO
-$134.7K
4,709
-14%
减持
—
ISHARES TR
-$128.7K
88,661
-6%
增持
VTI
VANGUARD INDEX FDS
+$126.3K
4,291
+20%
减持
VZ
VERIZON COMMUNICATIONS INC
-$124.2K
16,477
-7%
增持
NEE
NEXTERA ENERGY INC
-$121.9K
7,500
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$120.8K
10,644
+22%
增持
NVDA
NVIDIA CORPORATION
+$116.4K
2,088
+12%
增持
F
FORD MTR CO DEL
-$115.4K
54,497
+4%
减持
—
ISHARES TR
-$113.3K
54,075
-8%
增持
GSLC
GOLDMAN SACHS ETF TR
+$102.3K
6,013
+30%
减持
VUG
VANGUARD INDEX FDS
-$97.6K
7,225
-1%
增持
ABBV
ABBVIE INC
+$97.3K
2,995
+16%
增持
AMZN
AMAZON COM INC
+$88.1K
9,219
+11%
减持
WBD
WARNER BROS DISCOVERY INC
-$81.0K
26,757
-10%
增持
—
EXXON MOBIL CORP
+$76.1K
5,220
+4%
增持
DGRO
ISHARES TR
+$73.0K
10,263
+21%
增持
LLY
ELI LILLY & CO
+$68.0K
729
+6%
增持
VO
VANGUARD INDEX FDS
+$67.7K
2,380
+22%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$65.5K
15,000
+7%
增持
MSFT
MICROSOFT CORP
-$57.5K
9,958
+6%
增持
CMCSA
COMCAST CORP NEW
+$56.6K
8,891
+9%
增持
TSLA
TESLA INC
+$56.2K
4,267
+10%
增持
JNJ
JOHNSON & JOHNSON
+$52.5K
3,060
+19%
减持
DGRW
WISDOMTREE TR
-$49.9K
8,016
-4%
减持
DIS
DISNEY WALT CO
-$48.0K
3,628
-5%
增持
MA
MASTERCARD INCORPORATED
+$47.9K
1,456
+8%
增持
GOOG
ALPHABET INC
+$47.0K
3,955
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.8K
765
+13%
减持
PEP
PEPSICO INC
-$35.2K
1,738
-2%
增持
CVX
CHEVRON CORP NEW
+$34.7K
2,565
+1%
增持
ROK
ROCKWELL AUTOMATION INC
-$34.3K
802
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$34.3K
3,238
+13%
增持
NKE
NIKE INC
-$34.0K
2,394
+1%
增持
PFE
PFIZER INC
-$32.9K
9,786
+0%
增持
VXF
VANGUARD INDEX FDS
-$32.8K
6,022
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$31.5K
5,395
+9%
减持
VTV
VANGUARD INDEX FDS
-$31.2K
4,560
-2%
增持
META
META PLATFORMS INC
+$29.9K
831
+9%
增持
MDYG
SPDR SER TR
-$29.1K
11,767
+0%
增持
SLYV
SPDR SER TR
-$26.4K
7,634
+2%
减持
VB
VANGUARD INDEX FDS
-$25.4K
1,394
-4%
减持
XLE
SELECT SECTOR SPDR TR
+$25.1K
3,275
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$24.2K
4,360
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$24.1K
686
+4%
减持
GWX
SPDR INDEX SHS FDS
-$22.4K
12,087
-2%
增持
IEI
ISHARES TR
+$21.7K
3,365
+8%
减持
PG
PROCTER AND GAMBLE CO
-$21.4K
3,065
-1%
增持
SPYV
SPDR SER TR
+$19.9K
23,578
+7%
增持
ABT
ABBOTT LABS
-$18.9K
2,199
+3%
增持
MAR
MARRIOTT INTL INC NEW
+$18.6K
1,363
+0%
增持
DE
DEERE & CO
-$18.0K
677
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$15.1K
8,455
+1%
增持
WELL
WELLTOWER INC
+$14.2K
13,591
+0%
增持
TJX
TJX COS INC NEW
+$13.6K
3,177
+0%
增持
WMT
WALMART INC
+$9.0K
2,345
+1%
增持
JPM
JPMORGAN CHASE & CO
+$8.9K
3,360
+2%
增持
SLV
ISHARES SILVER TR
-$6.1K
11,487
+0%
增持
IWM
ISHARES TR
+$4.8K
2,816
+7%
增持
—
ISHARES TR
+$2.7K
10,290
+1%
增持
GE
GENERAL ELECTRIC CO
+$2.0K
2,080
+0%
减持
—
NEW YORK CMNTY BANCORP INC
+$1.0K
15,953
-0%
增持
SPTM
SPDR SER TR
-$280
20,765
+4%
