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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 133 项
建仓 5
增持 57
减持 64
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$172.0M
18,551,789
+46%
减持
JAAA
JANUS DETROIT STR TR
-$105.1M
1,908,027
-52%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$92.8M
10,786,079
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。
+19%
减持
SPYM
SPDR SER TR
-$21.4M
12,546,769
-8%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$12.7M
185,686
-55%
增持
SPSM
SPDR SER TR
+$12.5M
284,205
+2747%
减持
SCHG
SCHWAB STRATEGIC TR
-$9.3M
399,237
-21%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$5.2M
515,075
+34%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$5.1M
2,094,775
+4%
增持
JMBS
JANUS DETROIT STR TR
+$4.3M
380,441
+26%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$4.1M
379,346
-28%
减持
SPGM
SPDR INDEX SHS FDS
-$2.5M
342,438
-16%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
335,653
+5%
减持
UMAR
INNOVATOR ETFS TRUST
-$1.6M
487,051
-12%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$887.1K
88,816
+22%
增持
AAPL
APPLE INC
+$814.3K
29,905
+2%
增持
SPMD
SPDR SER TR
+$740.3K
209,294
+0%
增持
IWM
ISHARES TR
+$692.2K
6,332
+82%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$621.3K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$580.0K
40,932
-28%
增持
ORCL
ORACLE CORP
+$436.0K
14,110
+1%
减持
IWB
ISHARES TR
+$346.9K
35,580
-2%
增持
WMT
WALMART INC
+$322.8K
9,698
+43%
增持
QQQ
INVESCO QQQ TR
+$296.6K
6,707
+8%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$260.0K
0
-100%
增持
TSLA
TESLA INC
+$238.6K
3,131
+7%
清仓
—
SUPER MICRO COMPUTER INC
-$230.2K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$221.8K
71,807
-16%
建仓
DE
DEERE & CO
+$217.3K
521
清仓
INTC
INTEL CORP
-$214.4K
0
-100%
建仓
GGG
GRACO INC
+$213.4K
2,439
清仓
CMCSA
COMCAST CORP NEW
-$210.7K
0
-100%
建仓
SO
SOUTHERN CO
+$210.4K
2,333
建仓
PJUL
INNOVATOR ETFS TRUST
+$206.7K
5,105
增持
ABBV
ABBVIE INC
+$172.4K
3,252
+19%
增持
GLD
SPDR GOLD TR
+$162.4K
3,367
+10%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$161.1K
8,339
+33%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$160.3K
15,312
-31%
增持
MCD
MCDONALDS CORP
+$151.7K
3,038
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$151.6K
7,374
-18%
增持
SCHD
SCHWAB STRATEGIC TR
+$150.2K
11,074
+10%
减持
GOOGL
ALPHABET INC
-$143.2K
8,631
-0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$143.0K
2,317
-25%
增持
GSLC
GOLDMAN SACHS ETF TR
+$137.5K
5,207
+24%
减持
UAUG
INNOVATOR ETFS TRUST
-$132.8K
21,793
-18%
减持
BITB
BITWISE BITCOIN ETF TR
+$127.2K
98,214
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$123.1K
53,767
-5%
增持
IBDT
ISHARES TR
+$121.5K
45,390
+8%
增持
—
ISHARES TR
+$120.9K
99,614
+4%
增持
NEE
NEXTERA ENERGY INC
+$117.7K
7,941
+2%
增持
MSFT
MICROSOFT CORP
-$115.0K
9,366
+1%
减持
BILS
SPDR SER TR
-$115.0K
8,752
-12%
增持
SPYG
SPDR SER TR
+$110.3K
23,635
+2%
增持
SLYV
SPDR SER TR
+$101.7K
8,039
+6%
减持
AMZN
AMAZON COM INC
-$97.9K
9,657
-2%
减持
RTX
RTX CORPORATION
+$97.8K
4,904
-1%
增持
PEP
PEPSICO INC
+$95.7K
2,582
+24%
减持
AGG
ISHARES TR
-$95.2K
3,819
-23%
清仓
—
NEW YORK CMNTY BANCORP INC
-$92.6K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$90.3K
5,010
-14%
增持
IVV
ISHARES TR
+$89.0K
2,932
+0%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$87.0K
22,134
-8%
增持
MA
MASTERCARD INCORPORATED
+$86.9K
1,651
+0%
增持
GOOG
ALPHABET INC
-$84.3K
6,406
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$84.1K
3,732
+7%
减持
VTV
VANGUARD INDEX FDS
+$80.6K
6,005
-0%
增持
AMGN
AMGEN INC
+$77.4K
6,359
+1%
增持
NVDA
NVIDIA CORPORATION
+$76.0K
29,754
+4%
增持
META
META PLATFORMS INC
+$75.2K
1,006
+1%
减持
QUAL
ISHARES TR
-$72.4K
1,988
-21%
减持
T
AT&T INC
+$71.8K
89,459
-10%
减持
IEF
ISHARES TR
-$71.8K
25,948
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$67.5K
898
+6%
减持
DAPP
VANECK ETF TRUST
-$66.3K
26,314
-16%
减持
SPEM
SPDR INDEX SHS FDS
+$64.1K
20,722
-1%
减持
DRLL
EA SERIES TRUST
-$64.0K
9,784
-14%
减持
SPTM
SPDR SER TR
+$62.1K
20,952
-1%
减持
VXF
VANGUARD INDEX FDS
+$61.5K
5,429
-1%
建仓
QMCO
QUANTUM CORP
+$60.6K
17,310
增持
F
FORD MTR CO
-$60.3K
62,433
+9%
减持
DTE
DTE ENERGY CO
+$58.3K
3,552
-1%
增持
SPDW
SPDR INDEX SHS FDS
+$55.6K
13,845
+5%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$55.4K
3,563
+5%
减持
VO
VANGUARD INDEX FDS
+$53.5K
2,737
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$52.7K
18,454
-2%
增持
IAU
ISHARES GOLD TR
+$49.3K
7,576
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$48.4K
5,028
+0%
增持
TJX
TJX COS INC NEW
+$48.1K
6,458
+0%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$47.5K
13,489
+0%
增持
BA
BOEING CO
-$44.6K
1,517
+0%
增持
ISRG
INTUITIVE SURGICAL INC
+$44.5K
787
+2%
增持
MDYG
SPDR SER TR
+$43.8K
11,788
+0%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$43.3K
88,702
-7%
清仓
—
QUANTUM CORP
-$40.3K
0
-100%
减持
IJH
ISHARES TR
-$38.9K
4,821
-17%
减持
VOO
VANGUARD INDEX FDS
+$38.3K
1,671
-1%
增持
MUB
ISHARES TR
+$34.6K
2,411
+13%
减持
CVX
CHEVRON CORP NEW
-$29.2K
1,704
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$29.1K
12,000
-2%
增持
PG
PROCTER AND GAMBLE CO
+$28.2K
3,357
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$28.1K
8,728
+3%
减持
VB
VANGUARD INDEX FDS
+$27.8K
1,658
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$24.6K
3,312
-3%
增持
VBR
VANGUARD INDEX FDS
+$21.0K
1,116
+0%
减持
—
EXXON MOBIL CORP
+$19.6K
11,501
-0%
减持
VUG
VANGUARD INDEX FDS
-$19.1K
7,822
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$17.3K
1,488
-17%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$17.0K
8,176
+0%
减持
DGRW
WISDOMTREE TR
+$16.8K
11,558
-5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.7K
4,765
-1%
减持
IWO
ISHARES TR
-$14.4K
957
-12%
减持
WBD
WARNER BROS DISCOVERY INC
+$14.3K
24,864
-3%
减持
DIS
DISNEY WALT CO
-$11.7K
2,237
-2%
增持
—
ISHARES TR
+$11.2K
51,459
+1%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$9.8K
5,111
+0%
减持
SPYV
SPDR SER TR
-$9.0K
14,766
-9%
减持
VTI
VANGUARD INDEX FDS
+$8.4K
3,570
-5%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$8.2K
30,625
-1%
减持
DGRO
ISHARES TR
-$7.7K
8,123
-9%
增持
MAR
MARRIOTT INTL INC NEW
+$7.5K
1,065
+0%
减持
GWX
SPDR INDEX SHS FDS
+$7.3K
8,626
-5%
增持
ROK
ROCKWELL AUTOMATION INC
-$4.7K
803
+0%
减持
TXN
TEXAS INSTRS INC
-$4.3K
983
-8%
减持
GUNR
FLEXSHARES TR
-$4.3K
6,685
-4%
增持
—
ISHARES TR
+$4.1K
9,041
+1%
减持
SLV
ISHARES SILVER TR
+$4.0K
11,303
-5%
减持
ABT
ABBOTT LABS
+$3.8K
2,230
-7%
减持
PJAN
INNOVATOR ETFS TRUST
-$3.5K
6,964
-4%
增持
—
ISHARES TR
+$3.3K
10,609
+1%
减持
PFE
PFIZER INC
+$3.0K
9,952
-2%
减持
INDA
ISHARES TR
-$1.0K
4,939
-5%
减持
JNJ
JOHNSON & JOHNSON
-$893
2,271
-10%
减持
COST
COSTCO WHSL CORP NEW
-$887
252
-5%
