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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 127 项
建仓 12
增持 51
减持 60
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$233.4M
5,956,973
+201%
减持
SPY
SPDR S&P 500 ETF TR
-$204.0M
331,301
-61%
增持
IEF
ISHARES TR
+$83.6M
885,731
+4464%
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
UAUG
INNOVATOR ETFS TR
+$69.4M
4,310,582
+96%
减持
BILS
SPDR SER TR
-$40.5M
52,277
-89%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$33.9M
300,261
-76%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$32.2M
209,845
+3338%
建仓
SPSM
SPDR SER TR
+$29.6M
700,711
增持
JAAA
JANUS DETROIT STR TR
+$28.3M
4,134,168
+16%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$21.1M
2,238,579
-25%
增持
SPGM
SPDR INDEX SHS FDS
+$2.8M
464,942
+2%
清仓
—
ISHARES TR
-$2.2M
0
-100%
增持
SPMD
SPDR SER TR
+$1.7M
246,274
+5%
增持
IWB
ISHARES TR
+$1.3M
35,540
+4%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$975.0K
33,206
-49%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$898.5K
499,592
-9%
减持
GUNR
FLEXSHARES TR
-$584.2K
12,590
-54%
增持
PGR
PROGRESSIVE CORP
+$569.8K
28,462
+0%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$551.7K
18,673
-48%
增持
—
EXXON MOBIL CORP
+$489.4K
11,034
+111%
建仓
SCHG
SCHWAB STRATEGIC TR
+$475.4K
5,731
增持
MRSH
MARSH & MCLENNAN COS INC
+$474.9K
4,298
+141%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$458.1K
29,287
-45%
减持
AAPL
APPLE INC
+$401.0K
32,309
-5%
减持
MSFT
MICROSOFT CORP
+$393.7K
9,408
-6%
清仓
LLY
ELI LILLY & CO
-$391.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$375.1K
5,120
+7%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$338.8K
13,169
增持
VUG
VANGUARD INDEX FDS
+$281.6K
7,235
+0%
建仓
BA
BOEING CO
+$279.2K
1,071
增持
SPYG
SPDR SER TR
+$257.6K
29,507
+5%
建仓
INDA
ISHARES TR
+$234.2K
4,798
增持
ACWX
ISHARES TR
+$227.6K
19,501
+19%
建仓
DAL
DELTA AIR LINES INC DEL
+$219.1K
5,446
清仓
SGOV
ISHARES TR
-$213.8K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$213.5K
5,470
建仓
GGG
GRACO INC
+$211.6K
2,439
建仓
COST
COSTCO WHSL CORP NEW
+$208.6K
316
建仓
VBR
VANGUARD INDEX FDS
+$205.6K
1,142
建仓
—
ISHARES TR
+$204.5K
8,785
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$204.4K
7,242
清仓
BSV
VANGUARD BD INDEX FDS
-$202.2K
0
-100%
减持
IWM
ISHARES TR
-$196.2K
1,502
-47%
增持
IVV
ISHARES TR
+$191.7K
3,044
+4%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$159.9K
9,474
-25%
减持
SPYV
SPDR SER TR
-$155.7K
17,525
-26%
增持
VOO
VANGUARD INDEX FDS
+$143.8K
1,530
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$139.8K
17,874
+8%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$130.8K
23,526
-18%
减持
AMZN
AMAZON COM INC
+$130.1K
8,569
-7%
增持
AMGN
AMGEN INC
+$124.5K
6,310
+0%
减持
ORCL
ORACLE CORP
-$124.0K
14,887
-7%
减持
FMB
FIRST TR EXCH TRADED FD III
+$123.8K
79,167
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$115.2K
3,356
+4%
减持
TSLA
TESLA INC
-$111.8K
3,847
-10%
减持
T
AT&T INC
+$106.1K
96,979
-4%
减持
SPTM
SPDR SER TR
+$99.9K
20,357
-2%
减持
INTC
INTEL CORP
+$96.4K
9,826
-12%
减持
NSC
NORFOLK SOUTHN CORP
+$87.8K
2,726
-4%
增持
JPM
JPMORGAN CHASE & CO
+$87.8K
3,380
+1%
增持
SLYV
SPDR SER TR
+$86.8K
7,674
+1%
减持
NVDA
NVIDIA CORPORATION
-$79.7K
1,673
-20%
增持
PH
PARKER-HANNIFIN CORP
+$78.4K
1,091
+0%
增持
MDYG
SPDR SER TR
+$77.4K
11,775
+0%
减持
GOOGL
ALPHABET INC
-$74.7K
8,361
-12%
减持
IJR
ISHARES TR
-$73.5K
1,970
-35%
增持
GLD
SPDR GOLD TR
+$71.0K
2,827
+3%
增持
MCD
MCDONALDS CORP
+$70.6K
2,095
+0%
减持
PJUN
INNOVATOR ETFS TR
-$61.1K
6,710
-26%
增持
SCHD
SCHWAB STRATEGIC TR
+$57.9K
10,654
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$57.5K
2,431
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$56.1K
7,194
+11%
增持
DTE
DTE ENERGY CO
+$52.4K
4,715
+0%
增持
—
NEW YORK CMNTY BANCORP INC
+$51.9K
22,753
+43%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$50.9K
6,831
-22%
增持
MA
MASTERCARD INCORPORATED
+$49.7K
1,468
+1%
减持
JNJ
JOHNSON & JOHNSON
-$49.1K
2,728
-11%
减持
VXF
VANGUARD INDEX FDS
+$46.7K
5,534
-8%
减持
VTV
VANGUARD INDEX FDS
+$45.4K
4,511
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$45.0K
5,397
+0%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$44.9K
2,700
+13%
增持
NEE
NEXTERA ENERGY INC
+$44.6K
7,809
+4%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$43.1K
3,413
-5%
增持
ABT
ABBOTT LABS
+$42.3K
2,319
+5%
减持
DGRW
WISDOMTREE TR
+$41.5K
7,833
-2%
减持
—
ISHARES TR
-$41.3K
52,299
-3%
增持
IEI
ISHARES TR
+$41.1K
3,602
+7%
减持
DIS
DISNEY WALT CO
-$40.4K
2,809
-23%
增持
ISRG
INTUITIVE SURGICAL INC
+$40.0K
713
+4%
增持
GOOG
ALPHABET INC
+$37.9K
3,969
+0%
增持
GE
GENERAL ELECTRIC CO
+$36.2K
2,085
+0%
增持
IJH
ISHARES TR
+$34.6K
1,154
+1%
增持
PFE
PFIZER INC
-$31.6K
10,177
+4%
增持
CVX
CHEVRON CORP NEW
-$31.2K
2,690
+5%
减持
GSLC
GOLDMAN SACHS ETF TR
+$30.5K
5,724
-5%
减持
VB
VANGUARD INDEX FDS
+$25.7K
1,356
-3%
减持
VO
VANGUARD INDEX FDS
+$25.0K
2,238
-6%
减持
VTI
VANGUARD INDEX FDS
-$23.8K
3,742
-13%
增持
HAL
HALLIBURTON CO
-$23.3K
5,582
+0%
增持
PEP
PEPSICO INC
+$22.6K
1,867
+7%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$22.5K
3,097
-3%
减持
GWX
SPDR INDEX SHS FDS
+$22.5K
11,798
-2%
减持
NKE
NIKE INC
+$21.9K
2,310
-4%
减持
PG
PROCTER AND GAMBLE CO
-$20.9K
2,908
-5%
减持
ROK
ROCKWELL AUTOMATION INC
+$19.1K
800
-0%
减持
SYK
STRYKER CORPORATION
-$18.9K
1,124
-14%
减持
XLU
SELECT SECTOR SPDR TR
+$15.1K
4,296
-1%
减持
DE
DEERE & CO
+$14.4K
675
-0%
减持
TXN
TEXAS INSTRS INC
+$13.6K
1,526
-2%
减持
WBD
WARNER BROS DISCOVERY INC
+$13.6K
26,727
-0%
减持
AGG
ISHARES TR
+$13.2K
3,849
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$12.9K
8,830
+0%
减持
META
META PLATFORMS INC
+$12.1K
739
-11%
减持
SLV
ISHARES SILVER TR
-$9.9K
10,273
-11%
减持
CMCSA
COMCAST CORP NEW
-$8.7K
8,793
-1%
增持
F
FORD MTR CO DEL
-$8.3K
54,843
+1%
增持
SHEL
SHELL PLC
+$6.8K
3,869
+1%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$4.6K
7,058
-4%
减持
ABBV
ABBVIE INC
-$4.2K
2,854
-5%
增持
—
ISHARES TR
+$4.1K
10,379
+1%
减持
TJX
TJX COS INC NEW
-$3.1K
2,977
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.8K
7,658
-9%
增持
WMT
WALMART INC
+$1.7K
2,390
+2%
减持
SPEM
SPDR INDEX SHS FDS
+$1.7K
25,756
-5%
增持
XLE
SELECT SECTOR SPDR TR
-$1.1K
3,518
+7%
减持
SPDW
SPDR INDEX SHS FDS
+$487
14,104
-9%
减持
DGRO
ISHARES TR
+$455
9,453
-8%
