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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 73
减持 52
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$169.5M
10,239,963
-16%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$144.9M
10,778,123
-35%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$72.5M
12,746,076
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。
+18%
建仓
PYLD
PIMCO ETF TR
+$49.9M
1,892,825
增持
JAAA
JANUS DETROIT STR TR
+$49.6M
2,949,200
+50%
减持
SCHG
SCHWAB STRATEGIC TR
-$14.3M
1,380,697
-21%
增持
JMBS
JANUS DETROIT STR TR
+$13.4M
654,308
+79%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$12.9M
794,795
+107%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$10.7M
85,575
+2486%
建仓
FEGE
RBB FUND TRUST
+$10.5M
279,568
建仓
HYBL
SSGA ACTIVE TR
+$9.6M
342,606
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$9.4M
684,872
+60%
建仓
VFLO
VICTORY PORTFOLIOS II
+$7.8M
227,037
减持
BITB
BITWISE BITCOIN ETF TR
-$4.0M
56,590
-56%
减持
SPY
SPDR S&P 500 ETF TR
-$3.1M
51,429
-5%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$2.1M
446,380
-14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
372,621
+10%
增持
PGR
PROGRESSIVE CORP
+$1.3M
28,754
+0%
减持
NVDA
NVIDIA CORPORATION
-$959.7K
28,723
-5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$887.9K
48,303
-31%
增持
AAPL
APPLE INC
-$866.3K
34,297
+1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$749.5K
503,089
+2%
减持
IWB
ISHARES TR
-$657.5K
35,006
-1%
增持
T
AT&T INC
+$580.0K
93,206
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$527.1K
4,958
-37%
增持
SPMD
SPDR SER TR
-$434.3K
216,493
+3%
减持
VUG
VANGUARD INDEX FDS
-$385.5K
7,568
-3%
减持
IWM
ISHARES TR
-$383.0K
5,216
-19%
增持
MSFT
MICROSOFT CORP
-$373.6K
9,618
+2%
增持
TSLA
TESLA INC
-$370.0K
4,573
+19%
清仓
DAPP
VANECK ETF TRUST
-$350.0K
0
-100%
增持
ORCL
ORACLE CORP
-$336.2K
13,016
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$319.3K
2,716
+68%
减持
AMGN
AMGEN INC
+$319.2K
6,321
-0%
减持
GOOGL
ALPHABET INC
-$313.5K
8,871
-0%
建仓
IEI
ISHARES TR
+$284.8K
2,411
增持
SCHD
SCHWAB STRATEGIC TR
+$279.9K
48,711
+23%
建仓
HD
HOME DEPOT INC
+$267.2K
729
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$253.1K
24,781
+15%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$251.5K
5,372
清仓
AVGO
BROADCOM INC
-$245.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$240.1K
0
-100%
清仓
BA
BOEING CO
-$239.1K
0
-100%
建仓
IBDV
ISHARES TR
+$230.7K
10,622
增持
IBDT
ISHARES TR
+$228.9K
54,502
+18%
建仓
V
VISA INC
+$225.0K
642
建仓
PM
PHILIP MORRIS INTL INC
+$224.3K
1,413
减持
UAUG
INNOVATOR ETFS TRUST
-$224.2K
14,432
-29%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$222.7K
32,804
-15%
清仓
VBR
VANGUARD INDEX FDS
-$221.5K
0
-100%
减持
FMB
FIRST TR EXCH TRADED FD III
-$219.7K
87,984
-4%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$217.3K
5,436
清仓
LOW
LOWES COS INC
-$215.3K
0
-100%
清仓
GUNR
FLEXSHARES TR
-$215.2K
0
-100%
建仓
BP
BP PLC
+$211.9K
6,270
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$205.6K
10,996
清仓
MRVL
MARVELL TECHNOLOGY INC
-$204.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$199.3K
8,398
+15%
增持
—
EXXON MOBIL CORP
+$195.5K
12,149
+5%
增持
PG
PROCTER AND GAMBLE CO
+$187.6K
4,377
+31%
增持
GSLC
GOLDMAN SACHS ETF TR
+$180.2K
8,179
+31%
增持
GOOG
ALPHABET INC
-$171.1K
6,861
+5%
减持
AGG
ISHARES TR
-$169.8K
2,531
-42%
减持
GLD
SPDR GOLD TR
+$168.9K
3,681
-0%
增持
AMZN
AMAZON COM INC
-$166.1K
10,328
+6%
增持
SPYG
SPDR SER TR
-$151.1K
24,266
+2%
建仓
FLG
FLAGSTAR FINANCIAL INC
+$148.1K
12,743
增持
DGRO
ISHARES TR
+$139.3K
10,329
+27%
增持
MRSH
MARSH & MCLENNAN COS INC
+$137.5K
4,295
+0%
减持
VB
VANGUARD INDEX FDS
-$136.6K
1,570
-22%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$134.6K
84,056
-2%
增持
UPS
UNITED PARCEL SERVICE INC
-$130.2K
8,365
+0%
增持
CGBL
CAPITAL GROUP CORE BALANCED
-$130.2K
2,176,576
+1%
减持
IEF
ISHARES TR
-$128.5K
16,174
-11%
减持
VXF
VANGUARD INDEX FDS
-$125.4K
5,122
-3%
增持
IWO
ISHARES TR
+$119.6K
1,546
+62%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$119.6K
3,104
+36%
增持
IAU
ISHARES GOLD TR
+$116.4K
10,251
+4%
减持
ABBV
ABBVIE INC
+$104.6K
3,314
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$103.9K
18,466
+1%
增持
DTE
DTE ENERGY CO
+$101.7K
4,649
+4%
增持
MDYG
SPDR SER TR
-$87.3K
11,797
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.4K
992
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$84.1K
9,693
+16%
增持
RTX
RTX CORPORATION
+$82.9K
4,903
+0%
减持
SPSM
SPDR SER TR
-$76.9K
11,781
-5%
增持
IVV
ISHARES TR
-$76.4K
2,940
+0%
减持
VOO
VANGUARD INDEX FDS
-$73.9K
1,618
-4%
增持
MA
MASTERCARD INCORPORATED
+$73.1K
1,706
+4%
减持
BILS
SPDR SER TR
-$71.9K
5,041
-13%
增持
SPTM
SPDR SER TR
-$69.4K
21,400
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$63.4K
3,856
+5%
增持
GE
GE AEROSPACE
+$61.2K
1,774
+1%
增持
MUB
ISHARES TR
+$58.9K
3,224
+22%
增持
OEF
ISHARES TR
+$58.9K
1,064
+34%
增持
JNJ
JOHNSON & JOHNSON
+$56.3K
2,284
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$54.7K
5,443
+2%
增持
COST
COSTCO WHSL CORP NEW
+$54.5K
417
+12%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$54.3K
13,470
-1%
减持
MCD
MCDONALDS CORP
+$53.9K
3,028
-2%
减持
VTI
VANGUARD INDEX FDS
-$53.6K
3,554
-0%
减持
POCT
INNOVATOR ETFS TRUST
-$53.6K
5,769
-18%
增持
SPGM
SPDR INDEX SHS FDS
+$50.9K
355,189
+2%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$49.8K
30,350
-3%
减持
UMAR
INNOVATOR ETFS TRUST
-$46.7K
39,331
-3%
增持
XLE
SELECT SECTOR SPDR TR
+$46.1K
5,269
+1%
增持
MAR
MARRIOTT INTL INC NEW
-$42.3K
1,043
+0%
增持
NFLX
NETFLIX INC
+$41.6K
794
+1%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$40.6K
3,128
-7%
增持
CVX
CHEVRON CORP NEW
+$39.0K
1,494
+3%
减持
ABT
ABBOTT LABS
+$37.8K
2,222
-2%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$33.3K
10,873
-10%
减持
DTM
DT MIDSTREAM INC
-$31.3K
2,742
-8%
建仓
—
BIT DIGITAL INC
+$30.6K
15,136
增持
LLY
ELI LILLY & CO
+$30.1K
329
+5%
增持
PH
PARKER-HANNIFIN CORP
-$27.3K
1,127
+1%
减持
DE
DEERE & CO
+$23.3K
520
-0%
减持
PFE
PFIZER INC
-$23.1K
8,729
-5%
减持
SO
SOUTHERN CO
+$22.6K
2,489
-1%
建仓
NNDM
NANO DIMENSION LTD
+$22.1K
13,918
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$20.6K
3,164
+3%
减持
VO
VANGUARD INDEX FDS
-$18.8K
2,750
-1%
减持
PEP
PEPSICO INC
-$18.5K
2,045
-4%
增持
IJH
ISHARES TR
-$18.4K
4,854
+0%
增持
WMT
WALMART INC
-$18.3K
9,455
+1%
增持
META
META PLATFORMS INC
+$16.5K
1,087
+4%
增持
ISRG
INTUITIVE SURGICAL INC
-$15.7K
804
+1%
减持
NEE
NEXTERA ENERGY INC
-$14.9K
8,016
-1%
增持
WBD
WARNER BROS DISCOVERY INC
+$13.8K
25,863
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$13.7K
12,630
-8%
增持
TJX
TJX COS INC NEW
+$12.5K
6,495
+1%
增持
APH
AMPHENOL CORP NEW
-$10.3K
6,962
+4%
增持
INDA
ISHARES TR
+$10.1K
4,609
+7%
增持
DGRW
WISDOMTREE TR
-$9.9K
12,366
+0%
减持
VTV
VANGUARD INDEX FDS
-$9.5K
5,982
-3%
建仓
SES
SES AI CORPORATION
+$7.2K
13,888
减持
XLU
SELECT SECTOR SPDR TR
-$7.0K
3,490
-6%
减持
—
ISHARES TR
+$6.8K
100,606
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$6.6K
4,964
-0%
增持
SLYV
SPDR SER TR
+$5.6K
9,338
+12%
增持
NKE
NIKE INC
+$3.7K
3,424
+21%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$3.6K
3,148
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6K
4,543
-1%
减持
SPEM
SPDR INDEX SHS FDS
-$2.5K
20,214
-3%
增持
—
ISHARES TR
+$1.9K
9,236
+1%
减持
GWX
SPDR INDEX SHS FDS
-$1.7K
8,314
-4%
减持
F
FORD MTR CO
-$1.0K
56,392
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$868
13,895
+9%
增持
SPYV
SPDR SER TR
-$702
14,785
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$624
3,771
+13%
