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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 79
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$231.5M
9,275,964
+243%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$123.4M
6,753,973
-41%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$92.1M
5,249,253
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。
+97%
减持
JAAA
JANUS DETROIT STR TR
-$86.4M
1,521,408
-53%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$68.6M
9,819,587
-19%
增持
PYLD
PIMCO ETF TR
+$43.0M
3,606,368
+78%
减持
JMBS
JANUS DETROIT STR TR
-$25.5M
16,679
-97%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$24.1M
226,193
+684%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$23.9M
33,921
-95%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$21.3M
17,394
-96%
减持
SPYM
SPDR SERIES TRUST
+$10.5M
7,584,434
-6%
增持
FEGE
RBB FUND TRUST
+$8.3M
500,984
+46%
增持
SPSM
SPDR SERIES TRUST
+$6.2M
144,592
+1224%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.0M
836,450
+10%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$5.0M
334,294
-31%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.5M
1,251,592
+3%
增持
SPGM
SPDR INDEX SHS FDS
+$3.2M
374,002
+4%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$2.9M
82,648
+6%
增持
ICVT
ISHARES TR
+$1.8M
116,636
+7%
减持
AAPL
APPLE INC
+$1.6M
32,259
-0%
增持
VFLO
VICTORY PORTFOLIOS II
+$1.4M
248,459
+12%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.2M
99,082
+11%
增持
SPMD
SPDR SERIES TRUST
+$1.1M
226,160
+4%
清仓
MDYG
SPDR SERIES TRUST
-$1.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$966.7K
45,254
-4%
增持
QQQ
INVESCO QQQ TR
+$938.0K
8,232
+13%
减持
IWB
ISHARES TR
+$849.9K
35,107
-0%
增持
ORCL
ORACLE CORP
+$809.3K
12,887
+0%
增持
GLD
SPDR GOLD TR
+$804.9K
5,692
+42%
增持
TSLA
TESLA INC
+$746.3K
5,321
+4%
清仓
MDYV
SPDR SERIES TRUST
-$722.1K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$619.2K
26,690
-3%
增持
GOOGL
ALPHABET INC
+$593.1K
8,721
+1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$587.7K
69,289
-16%
减持
PGR
PROGRESSIVE CORP
-$574.7K
28,743
-0%
减持
BITB
BITWISE BITCOIN ETF TR
-$493.6K
84,099
-14%
建仓
MEI
METHODE ELECTRS INC
+$492.3K
65,208
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$468.9K
41,580
+40%
增持
VOO
VANGUARD INDEX FDS
+$429.9K
4,592
+9%
减持
GOOG
ALPHABET INC
+$423.9K
6,734
-2%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$389.7K
8,816
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$374.5K
8,585
增持
T
AT&T INC
+$369.2K
112,169
+16%
建仓
ETHA
ISHARES ETHEREUM TR
+$363.3K
11,529
增持
DGRO
ISHARES TR
+$357.5K
13,744
+52%
清仓
UDEC
INNOVATOR ETFS TRUST
-$350.6K
0
-100%
增持
WELL
WELLTOWER INC
+$342.4K
13,726
+0%
增持
VUG
VANGUARD INDEX FDS
+$314.7K
7,484
+0%
减持
SLYV
SPDR SERIES TRUST
-$292.0K
5,676
-43%
建仓
—
ONESTREAM INC
+$283.9K
15,403
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$282.7K
78,973
-1%
增持
MSFT
MICROSOFT CORP
+$268.9K
9,923
+1%
建仓
SCHF
SCHWAB STRATEGIC TR
+$268.5K
11,535
清仓
SMCI
SUPER MICRO COMPUTER INC
-$252.9K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$247.9K
13,209
+78%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$246.0K
9,428
+57%
减持
IEF
ISHARES TR
-$243.7K
11,467
-19%
建仓
CVX
CHEVRON CORP NEW
+$239.8K
1,545
清仓
POCT
INNOVATOR ETFS TRUST
-$238.3K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$230.2K
3,638
-17%
建仓
DAL
DELTA AIR LINES INC DEL
+$226.5K
3,992
减持
NFLX
NETFLIX INC
-$225.1K
364
-26%
增持
SPYG
SPDR SERIES TRUST
+$219.2K
23,763
+0%
增持
WBD
WARNER BROS DISCOVERY INC
+$219.1K
26,381
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$218.1K
5,382
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$217.7K
13,809
-32%
建仓
BP
BP PLC
+$215.5K
6,254
建仓
ACWI
ISHARES TR
+$214.9K
1,554
增持
GSLC
GOLDMAN SACHS ETF TR
+$212.9K
7,957
+17%
建仓
LOW
LOWES COS INC
+$206.1K
820
增持
SLV
ISHARES SILVER TR
+$182.9K
13,114
+15%
增持
APH
AMPHENOL CORP NEW
+$176.5K
6,982
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$159.8K
4,003
+5%
减持
COST
COSTCO WHSL CORP NEW
-$154.7K
283
-33%
减持
UPS
UNITED PARCEL SERVICE INC
-$135.7K
7,514
-1%
增持
TJX
TJX COS INC NEW
+$135.5K
6,350
+0%
增持
IAU
ISHARES GOLD TR
+$131.8K
10,416
+4%
增持
—
EXXON MOBIL CORP
+$130.0K
13,122
+5%
增持
NSC
NORFOLK SOUTHN CORP
+$129.9K
2,755
+1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$129.3K
15,585
+10%
减持
SPTM
SPDR SERIES TRUST
+$127.8K
24,037
-1%
增持
JNJ
JOHNSON & JOHNSON
+$126.3K
2,541
+13%
增持
AVGO
BROADCOM INC
+$121.5K
1,230
+19%
增持
RTX
RTX CORPORATION
+$120.5K
5,001
+2%
增持
HYBL
SSGA ACTIVE TR
+$117.3K
502,897
+1%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$112.6K
14,570
+8%
减持
IVV
ISHARES TR
+$106.6K
2,900
-2%
增持
VTV
VANGUARD INDEX FDS
+$106.5K
7,079
+3%
增持
DGRW
WISDOMTREE TR
+$99.7K
11,587
+4%
增持
LLY
ELI LILLY & CO
+$98.8K
438
+45%
减持
IWM
ISHARES TR
+$91.4K
4,401
-2%
增持
DTE
DTE ENERGY CO
+$90.0K
4,953
+7%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$87.3K
3,368
-16%
减持
VTI
VANGUARD INDEX FDS
+$85.6K
4,203
-1%
增持
GE
GE AEROSPACE
+$82.8K
1,793
+1%
减持
ABBV
ABBVIE INC
+$80.2K
3,007
-9%
增持
SMH
VANECK ETF TRUST
+$76.9K
1,249
+5%
减持
BILS
SPDR SERIES TRUST
-$73.4K
4,007
-16%
增持
ISRG
INTUITIVE SURGICAL INC
-$72.7K
801
+1%
增持
MUB
ISHARES TR
+$71.4K
4,020
+18%
减持
VXF
VANGUARD INDEX FDS
+$69.2K
5,001
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$68.5K
2,656
+15%
增持
ACWX
ISHARES TR
+$63.3K
15,315
+0%
增持
VO
VANGUARD INDEX FDS
+$63.3K
2,894
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$61.6K
19,558
+6%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$60.0K
43,429
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$59.7K
3,370
+7%
增持
HD
HOME DEPOT INC
+$48.1K
781
+7%
减持
NEE
NEXTERA ENERGY INC
+$45.6K
7,780
-0%
减持
PM
PHILIP MORRIS INTL INC
-$44.4K
1,333
-7%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$44.1K
13,234
+19%
减持
WMT
WALMART INC
+$43.2K
9,647
-1%
减持
F
FORD MTR CO
+$43.1K
54,799
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$43.0K
37,066
-7%
增持
SO
SOUTHERN CO
+$41.5K
2,625
+16%
增持
GEV
GE VERNOVA INC
+$40.8K
451
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$39.5K
4,967
+0%
减持
PG
PROCTER AND GAMBLE CO
-$38.8K
4,229
-2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$38.5K
2,995
-3%
减持
UMAR
INNOVATOR ETFS TRUST
-$34.9K
9,327
-12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$33.9K
11,623
+0%
增持
IWN
ISHARES TR
+$32.4K
1,586
+1%
减持
HON
HONEYWELL INTL INC
-$32.3K
964
-5%
增持
TXN
TEXAS INSTRS INC
-$31.4K
1,401
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$30.3K
16,739
-2%
增持
SYK
STRYKER CORPORATION
-$29.3K
1,190
+0%
减持
IWO
ISHARES TR
+$29.0K
1,049
-2%
建仓
NAK
NORTHERN DYNASTY MINERALS LT
+$27.0K
22,500
增持
QUAL
ISHARES TR
+$27.0K
2,178
+0%
增持
META
META PLATFORMS INC
+$26.0K
1,171
+4%
增持
DE
DEERE & CO
-$25.7K
522
+0%
增持
—
ISHARES TR
+$25.6K
100,380
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$25.1K
5,309
+0%
减持
SPDW
SPDR INDEX SHS FDS
+$24.4K
13,576
-1%
减持
VB
VANGUARD INDEX FDS
+$21.9K
1,531
-1%
增持
IBDT
ISHARES TR
+$21.2K
55,701
+1%
增持
AMGN
AMGEN INC
+$20.9K
6,328
+0%
减持
MCD
MCDONALDS CORP
+$20.2K
2,973
-2%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$19.4K
8,885
-2%
减持
XLE
SELECT SECTOR SPDR TR
+$18.9K
4,436
-0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$18.0K
32,248
+0%
增持
PEP
PEPSICO INC
+$17.0K
1,829
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$15.9K
921
-7%
增持
ROK
ROCKWELL AUTOMATION INC
+$14.9K
803
+0%
增持
MA
MASTERCARD INCORPORATED
+$14.0K
1,701
+0%
减持
DMAY
FIRST TR EXCHNG TRADED FD VI
+$13.6K
9,024
-0%
增持
AMZN
AMAZON COM INC
+$12.7K
10,815
+0%
增持
MAR
MARRIOTT INTL INC NEW
-$11.2K
894
+0%
减持
AGG
ISHARES TR
-$11.0K
4,347
-3%
减持
PFE
PFIZER INC
+$10.6K
8,729
-0%
