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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 61
减持 71
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$89.8M
2,669,679
减持
SPYM
SPDR SERIES TRUST
-$89.7M
8,029,770
-22%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$27.1M
12,188,851
-4%
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
CGBL
CAPITAL GROUP CORE BALANCED
+$23.1M
2,707,404
+24%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$19.7M
11,517,435
+7%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$16.5M
9,024
-98%
增持
JAAA
JANUS DETROIT STR TR
+$14.1M
3,224,993
+9%
建仓
ICVT
ISHARES TR
+$9.8M
109,099
建仓
AVDE
AMERICAN CENTY ETF TR
+$6.6M
89,447
增持
HYBL
SSGA ACTIVE TR
+$4.7M
499,848
+46%
增持
PYLD
PIMCO ETF TR
+$3.9M
2,026,502
+7%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.6M
757,244
-5%
增持
FEGE
RBB FUND TRUST
+$3.4M
343,540
+23%
减持
JMBS
JANUS DETROIT STR TR
-$3.3M
582,298
-11%
增持
BITB
BITWISE BITCOIN ETF TR
+$3.2M
97,734
+73%
增持
SPGM
SPDR INDEX SHS FDS
+$2.7M
359,801
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
4,194
+159%
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.4M
487,095
+9%
增持
MSFT
MICROSOFT CORP
+$1.3M
9,793
+2%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
27,600
-4%
增持
IWB
ISHARES TR
+$1.2M
35,283
+1%
减持
UMAR
INNOVATOR ETFS TRUST
-$999.5K
10,602
-73%
减持
ORCL
ORACLE CORP
+$995.2K
12,876
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$994.6K
392,016
+5%
减持
AAPL
APPLE INC
-$967.5K
32,417
-5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$951.1K
28,844
+16%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$915.2K
617,258
-10%
减持
SCHG
SCHWAB STRATEGIC TR
+$850.0K
1,212,690
-12%
增持
SPMD
SPDR SERIES TRUST
+$726.5K
217,114
+0%
减持
VUG
VANGUARD INDEX FDS
+$468.3K
7,470
-1%
减持
PGR
PROGRESSIVE CORP
-$464.9K
28,752
-0%
增持
TSLA
TESLA INC
+$434.9K
5,100
+12%
减持
SPY
SPDR S&P 500 ETF TR
+$411.4K
47,229
-8%
增持
AMZN
AMAZON COM INC
+$396.9K
10,766
+4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$369.8K
14,214
+47%
增持
SPTM
SPDR SERIES TRUST
+$355.4K
24,180
+13%
建仓
UDEC
INNOVATOR ETFS TRUST
+$350.6K
9,620
减持
FMB
FIRST TR EXCH TRADED FD III
-$335.6K
82,312
-6%
增持
VTI
VANGUARD INDEX FDS
+$317.0K
4,257
+20%
减持
SPYG
SPDR SERIES TRUST
+$314.0K
23,754
-2%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$312.5K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$307.0K
39,809
-18%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$304.3K
5,602
+3%
清仓
DRLL
EA SERIES TRUST
-$290.6K
0
-100%
建仓
AVGO
BROADCOM INC
+$284.5K
1,032
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$265.0K
78,280
-9%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$252.9K
5,160
清仓
CVX
CHEVRON CORP NEW
-$249.9K
0
-100%
清仓
INDA
ISHARES TR
-$237.3K
0
-100%
建仓
GEV
GE VERNOVA INC
+$236.5K
447
建仓
BA
BOEING CO
+$235.3K
1,123
建仓
HON
HONEYWELL INTL INC
+$235.2K
1,010
清仓
FBCG
FIDELITY COVINGTON TRUST
-$217.3K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$213.1K
17,142
+23%
清仓
BP
BP PLC
-$211.9K
0
-100%
增持
META
META PLATFORMS INC
+$207.6K
1,130
+4%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$205.7K
43,583
-10%
减持
AMGN
AMGEN INC
-$204.6K
6,320
-0%
建仓
IYF
ISHARES TR
+$201.1K
1,662
增持
AGG
ISHARES TR
+$196.4K
4,503
+78%
减持
IEF
ISHARES TR
-$192.7K
14,095
-13%
增持
IVV
ISHARES TR
+$182.1K
2,954
+0%
增持
NKE
NIKE INC
+$180.4K
5,599
+64%
增持
VTV
VANGUARD INDEX FDS
+$180.2K
6,867
+15%
增持
T
AT&T INC
+$162.5K
96,697
+4%
增持
GLD
SPDR GOLD TR
+$157.8K
3,997
+9%
减持
JPM
JPMORGAN CHASE & CO.
+$156.8K
3,804
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$156.7K
7,562
-10%
减持
GOOGL
ALPHABET INC
+$155.1K
8,665
-2%
减持
GOOG
ALPHABET INC
+$144.2K
6,855
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$132.9K
2,550
-32%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$132.8K
3,996
-19%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$127.7K
15,926
增持
WMT
WALMART INC
+$120.9K
9,726
+3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$115.4K
5,993
+12%
减持
XLE
SELECT SECTOR SPDR TR
-$115.1K
4,450
-16%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$108.3K
80,156
-5%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$102.5K
3,090
-0%
减持
PH
PARKER-HANNIFIN CORP
+$97.2K
1,120
-1%
减持
VXF
VANGUARD INDEX FDS
+$95.4K
5,073
-1%
增持
—
EXXON MOBIL CORP
-$95.4K
12,519
+3%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$92.1K
29,774
-2%
减持
IWO
ISHARES TR
-$88.3K
1,073
-31%
增持
MDYG
SPDR SERIES TRUST
+$87.8K
11,801
+0%
减持
VFLO
VICTORY PORTFOLIOS II
+$87.6K
222,642
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
-$84.8K
4,406
+3%
减持
NFLX
NETFLIX INC
-$78.9K
494
-38%
增持
ABBV
ABBVIE INC
-$78.3K
3,319
+0%
建仓
DHF
BNY MELLON HIGH YIELD STRATE
+$78.0K
30,000
减持
GSLC
GOLDMAN SACHS ETF TR
-$76.5K
6,787
-17%
增持
VO
VANGUARD INDEX FDS
+$75.4K
2,811
+2%
减持
ACWX
ISHARES TR
+$71.2K
15,299
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$68.3K
20,217
+0%
减持
IWM
ISHARES TR
-$67.1K
4,511
-14%
增持
RTX
RTX CORPORATION
+$66.8K
4,905
+0%
减持
PEP
PEPSICO INC
-$66.7K
1,817
-11%
减持
QQQ
INVESCO QQQ TR
+$66.2K
7,259
-14%
增持
SLYV
SPDR SERIES TRUST
+$63.1K
9,970
+7%
减持
MCD
MCDONALDS CORP
-$62.6K
3,023
-0%
减持
DGRO
ISHARES TR
-$59.9K
9,043
-12%
增持
IJH
ISHARES TR
+$58.7K
5,514
+14%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$58.5K
7,656
-30%
减持
PG
PROCTER AND GAMBLE CO
-$57.2K
4,322
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$56.9K
5,308
+17%
减持
DGRW
WISDOMTREE TR
-$56.5K
11,119
-10%
增持
IBDV
ISHARES TR
+$55.8K
13,036
+23%
增持
SYK
STRYKER CORPORATION
+$51.9K
1,186
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.4K
986
-1%
增持
F
FORD MTR CO
+$46.7K
56,432
+0%
增持
GWX
SPDR INDEX SHS FDS
+$43.5K
8,317
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$39.6K
18,443
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$39.6K
3,149
+0%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$39.2K
13,503
+0%
减持
TXN
TEXAS INSTRS INC
+$38.3K
1,391
-0%
增持
PM
PHILIP MORRIS INTL INC
+$36.4K
1,431
+1%
减持
LLY
ELI LILLY & CO
-$36.3K
302
-8%
减持
JNJ
JOHNSON & JOHNSON
-$33.8K
2,258
-1%
减持
ISRG
INTUITIVE SURGICAL INC
+$32.7K
793
-1%
减持
DTE
DTE ENERGY CO
-$32.3K
4,609
-1%
减持
BILS
SPDR SERIES TRUST
-$29.3K
4,749
-6%
减持
—
ISHARES TR
-$27.3K
99,403
-1%
减持
NEE
NEXTERA ENERGY INC
-$26.5K
7,804
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$23.7K
32,226
-2%
增持
IBDT
ISHARES TR
+$23.6K
55,087
+1%
减持
IAU
ISHARES GOLD TR
+$21.8K
10,042
-2%
增持
SLV
ISHARES SILVER TR
+$21.8K
11,360
+0%
减持
SO
SOUTHERN CO
-$21.6K
2,257
-9%
增持
COST
COSTCO WHSL CORP NEW
+$21.5K
421
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$20.5K
11,621
-8%
减持
VYM
VANGUARD WHITEHALL FDS
+$20.4K
4,955
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$19.4K
3,608
+3%
增持
IWN
ISHARES TR
+$19.3K
1,572
+4%
增持
SPYV
SPDR SERIES TRUST
+$19.3K
14,794
+0%
减持
VB
VANGUARD INDEX FDS
+$19.2K
1,550
-1%
减持
UAUG
INNOVATOR ETFS TRUST
+$19.0K
13,859
-4%
减持
WBD
WARNER BROS DISCOVERY INC
+$18.6K
25,836
-0%
减持
MA
MASTERCARD INCORPORATED
+$18.6K
1,697
-1%
增持
MUB
ISHARES TR
+$16.8K
3,414
+6%
减持
SPSM
SPDR SERIES TRUST
-$14.9K
10,924
-7%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$10.2K
9,025
-5%
增持
PFE
PFIZER INC
-$9.3K
8,740
+0%
减持
TJX
TJX COS INC NEW
-$8.7K
6,336
-2%
增持
WELL
WELLTOWER INC
+$8.3K
13,678
+0%
减持
ABT
ABBOTT LABS
+$7.1K
2,219
-0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$6.2K
11,155
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.6K
2,310
-15%
减持
MAR
MARRIOTT INTL INC NEW
-$4.3K
893
-14%
增持
V
VISA INC
+$3.3K
643
+0%
增持
—
ISHARES TR
+$2.2K
9,335
+1%
增持
HD
HOME DEPOT INC
+$1.2K
732
+0%
