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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 140 项
建仓 23
增持 64
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$477.2M
13,167,766
+121%
减持
UAUG
INNOVATOR ETFS TR
-$130.6M
59,578
-99%
减持
SPY
SPDR S&P 500 ETF TR
-$127.0M
58,214
-82%
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。
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$109.6M
108,164
-95%
减持
IEF
ISHARES TR
-$82.1M
34,243
-96%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$55.9M
1,920,544
增持
SCHG
SCHWAB STRATEGIC TR
+$45.2M
492,871
+8500%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$37.2M
463,822
建仓
UMAR
INNOVATOR ETFS TR
+$36.8M
1,128,149
减持
SPSM
SPDR SER TR
-$29.0M
12,770
-98%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$22.3M
64,128
-69%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$19.3M
67,527
-86%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$15.5M
492,324
+6698%
建仓
JMBS
JANUS DETROIT STR TR
+$14.1M
313,092
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$12.7M
375,478
建仓
EMXC
ISHARES INC
+$9.0M
156,189
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$8.0M
98,619
-67%
减持
JAAA
JANUS DETROIT STR TR
-$8.0M
3,940,945
-5%
减持
BILS
SPDR SER TR
-$3.8M
13,677
-74%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
3,347
+100%
建仓
—
ISHARES TR
+$1.9M
78,164
减持
SPGM
SPDR INDEX SHS FDS
-$1.5M
406,453
-13%
增持
PGR
PROGRESSIVE CORP
+$1.4M
28,652
+1%
增持
IWB
ISHARES TR
+$1.2M
36,461
+3%
减持
SPMD
SPDR SER TR
-$1.1M
203,398
-17%
减持
AAPL
APPLE INC
-$1.1M
29,799
-8%
建仓
IBDT
ISHARES TR
+$974.9K
39,143
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$910.8K
7,181
-78%
增持
QQQ
INVESCO QQQ TR
+$862.0K
6,664
+30%
增持
AMZN
AMAZON COM INC
+$825.8K
11,796
+38%
增持
VUG
VANGUARD INDEX FDS
+$712.7K
8,605
+19%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$649.9K
16,544
建仓
QUAL
ISHARES TR
+$547.8K
3,333
建仓
IYW
ISHARES TR
+$540.0K
3,998
增持
MSFT
MICROSOFT CORP
+$506.8K
9,614
+2%
建仓
NFLX
NETFLIX INC
+$485.3K
799
建仓
RTX
RTX CORPORATION
+$483.4K
4,956
增持
VTV
VANGUARD INDEX FDS
+$454.3K
6,930
+54%
清仓
IEI
ISHARES TR
-$421.9K
0
-100%
增持
GOOG
ALPHABET INC
+$399.7K
6,299
+59%
增持
AGG
ISHARES TR
+$334.9K
7,319
+90%
增持
DGRW
WISDOMTREE TR
+$330.7K
11,566
+48%
减持
TSLA
TESLA INC
-$297.2K
3,747
-3%
建仓
IWO
ISHARES TR
+$295.2K
1,090
建仓
PJAN
INNOVATOR ETFS TR
+$283.1K
7,239
增持
VEA
VANGUARD TAX-MANAGED FDS
+$280.1K
12,894
+68%
增持
SPYG
SPDR SER TR
+$262.9K
29,838
+1%
清仓
SHEL
SHELL PLC
-$254.6K
0
-100%
增持
—
EXXON MOBIL CORP
+$248.9K
11,632
+5%
清仓
XJUN
FIRST TR EXCHNG TRADED FD VI
-$248.0K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$243.3K
5,825
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
-$239.0K
11,676
-37%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$229.4K
7,363
增持
META
META PLATFORMS INC
+$229.4K
1,011
+37%
清仓
PJUN
INNOVATOR ETFS TR
-$224.0K
0
-100%
建仓
MUB
ISHARES TR
+$223.3K
2,076
建仓
LLY
ELI LILLY & CO
+$223.3K
287
增持
GOOGL
ALPHABET INC
+$217.4K
9,179
+10%
建仓
SMH
VANECK ETF TRUST
+$216.0K
960
清仓
IJR
ISHARES TR
-$213.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$212.0K
12,667
+34%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$211.7K
159
清仓
VBR
VANGUARD INDEX FDS
-$205.6K
0
-100%
建仓
ITOT
ISHARES TR
+$204.8K
1,776
增持
DGRO
ISHARES TR
+$201.2K
12,228
+29%
减持
ORCL
ORACLE CORP
+$182.1K
13,945
-6%
增持
VO
VANGUARD INDEX FDS
+$174.8K
2,783
+24%
增持
MA
MASTERCARD INCORPORATED
+$168.5K
1,650
+12%
增持
VB
VANGUARD INDEX FDS
+$152.6K
1,933
+43%
增持
SPTM
SPDR SER TR
+$147.0K
20,840
+2%
增持
—
NEW YORK CMNTY BANCORP INC
-$140.2K
28,753
+26%
增持
MDYG
SPDR SER TR
+$137.1K
11,778
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$126.5K
8,490
-4%
减持
DTE
DTE ENERGY CO
-$124.7K
3,524
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$122.0K
939
+23%
增持
VTI
VANGUARD INDEX FDS
+$113.5K
3,852
+3%
增持
JPM
JPMORGAN CHASE & CO
+$111.6K
3,428
+1%
减持
CMCSA
COMCAST CORP NEW
-$109.0K
6,380
-27%
增持
XLE
SELECT SECTOR SPDR TR
+$107.7K
4,265
+21%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$106.9K
8,592
+19%
增持
SPDW
SPDR INDEX SHS FDS
+$103.6K
16,274
+15%
减持
PH
PARKER-HANNIFIN CORP
+$102.6K
1,089
-0%
减持
GE
GENERAL ELECTRIC CO
+$93.2K
2,047
-2%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$91.8K
23,554
-20%
增持
XLK
SELECT SECTOR SPDR TR
+$89.9K
3,533
+5%
增持
ABBV
ABBVIE INC
+$86.2K
2,902
+2%
减持
WBD
WARNER BROS DISCOVERY INC
-$80.3K
25,643
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$80.2K
2,502
+3%
减持
IVV
ISHARES TR
+$79.8K
2,917
-4%
增持
GSLC
GOLDMAN SACHS ETF TR
+$79.1K
5,936
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$78.7K
17,934
+0%
增持
VOO
VANGUARD INDEX FDS
+$75.5K
1,547
+1%
减持
T
AT&T INC
-$72.7K
88,330
-9%
减持
GUNR
FLEXSHARES TR
-$71.7K
10,807
-14%
减持
MRSH
MARSH & MCLENNAN COS INC
+$69.7K
4,292
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$69.0K
78,292
-1%
增持
GLD
SPDR GOLD TR
+$67.9K
2,957
+5%
减持
CVX
CHEVRON CORP NEW
-$64.7K
2,134
-21%
增持
SCHD
SCHWAB STRATEGIC TR
+$61.8K
10,826
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$54.8K
740
+4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$53.9K
13,636
+4%
减持
TXN
TEXAS INSTRS INC
-$52.4K
1,192
-22%
减持
VXF
VANGUARD INDEX FDS
+$52.3K
5,489
-1%
增持
PG
PROCTER AND GAMBLE CO
+$48.9K
2,928
+1%
增持
BA
BOEING CO
-$48.2K
1,197
+12%
减持
F
FORD MTR CO DEL
+$47.4K
53,909
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$42.9K
3,490
-19%
增持
COST
COSTCO WHSL CORP NEW
+$42.1K
342
+8%
增持
INTC
INTEL CORP
-$39.0K
10,296
+5%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$38.4K
15,946
+6%
减持
NKE
NIKE INC
-$36.5K
2,280
-1%
增持
INDA
ISHARES TR
+$35.7K
5,231
+9%
减持
ACWX
ISHARES TR
-$34.9K
17,989
-8%
增持
IJH
ISHARES TR
+$32.4K
5,798
+402%
减持
MCD
MCDONALDS CORP
-$31.6K
2,091
-0%
增持
GWX
SPDR INDEX SHS FDS
+$30.7K
12,482
+6%
增持
SLV
ISHARES SILVER TR
+$29.2K
11,118
+8%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$28.3K
3,303
-3%
增持
NEE
NEXTERA ENERGY INC
+$25.3K
7,818
+0%
增持
TJX
TJX COS INC NEW
+$22.7K
2,978
+0%
增持
ABT
ABBOTT LABS
+$21.4K
2,434
+5%
减持
JNJ
JOHNSON & JOHNSON
-$20.7K
2,572
-6%
增持
HAL
HALLIBURTON CO
+$19.2K
5,606
+0%
建仓
—
QUANTUM CORP
+$18.4K
30,970
增持
WMT
WALMART INC
+$17.1K
6,548
+174%
增持
ROK
ROCKWELL AUTOMATION INC
-$14.4K
803
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$14.3K
5,097
-6%
增持
PEP
PEPSICO INC
+$13.7K
1,890
+1%
减持
DIS
DISNEY WALT CO
+$9.6K
2,151
-23%
增持
DE
DEERE & CO
+$8.6K
678
+0%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$8.3K
2,660
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$7.7K
24,988
-3%
增持
PFE
PFIZER INC
-$7.4K
10,292
+1%
增持
—
ISHARES TR
+$2.7K
10,428
+0%
减持
IWM
ISHARES TR
+$2.6K
1,446
-4%
减持
—
ISHARES TR
-$2.4K
52,026
-1%
减持
SPYV
SPDR SER TR
+$1.8K
16,348
-7%
减持
DAL
DELTA AIR LINES INC DEL
-$1.5K
4,546
-17%
增持
—
ISHARES TR
+$977
8,846
+1%
增持
SLYV
SPDR SER TR
+$461
7,711
+0%
