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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 59
减持 69
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
VCRB
VANGUARD MALVERN FDS
+$256.2M
3,289,350
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$175.3M
158,731
-98%
减持
SPYM
SPDR SERIES TRUST
-$97.3M
6,194,274
-18%
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
JAAA
JANUS DETROIT STR TR
-$34.8M
840,218
-45%
增持
PYLD
PIMCO ETF TR
+$34.3M
4,914,022
+36%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$27.4M
197,626
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$25.9M
10,051,233
+2%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$9.6M
5,373,945
+2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$9.5M
9,385,711
+1%
增持
FEGE
RBB FUND TRUST
+$8.7M
670,355
+34%
减持
HYBL
SSGA ACTIVE TR
-$4.7M
339,894
-32%
减持
BITB
BITWISE BITCOIN ETF TR
-$3.2M
43,606
-48%
清仓
—
ISHARES TR
-$2.5M
0
-100%
建仓
IBDU
ISHARES TR
+$1.7M
70,735
增持
HTRB
HARTFORD FDS EXCHANGE TRADED
+$1.3M
374,529
+12%
减持
ORCL
ORACLE CORP
-$1.2M
12,443
-3%
减持
SCHG
SCHWAB STRATEGIC TR
-$942.8K
1,195,446
-4%
清仓
PH
PARKER-HANNIFIN CORP
-$849.1K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$729.0K
842,498
+1%
减持
GOOGL
ALPHABET INC
+$525.5K
8,453
-3%
减持
MSFT
MICROSOFT CORP
-$511.4K
9,570
-4%
减持
T
AT&T INC
-$509.4K
107,013
-5%
清仓
SLYV
SPDR SERIES TRUST
-$503.2K
0
-100%
减持
SPGM
SPDR INDEX SHS FDS
+$487.1K
371,527
-1%
增持
QQQ
INVESCO QQQ TR
+$369.0K
8,646
+5%
增持
SPMD
SPDR SERIES TRUST
+$368.4K
229,709
+2%
减持
ICVT
ISHARES TR
-$362.4K
114,793
-2%
减持
VUG
VANGUARD INDEX FDS
-$359.6K
6,620
-12%
减持
AAPL
APPLE INC
+$356.7K
31,526
-2%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$337.5K
64,867
-22%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$333.6K
24,794
-23%
增持
GLD
SPDR GOLD TR
+$332.3K
5,944
+4%
建仓
INTC
INTEL CORP
+$330.1K
8,945
减持
GOOG
ALPHABET INC
+$315.9K
6,233
-7%
增持
SLV
ISHARES SILVER TR
+$309.8K
13,434
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$305.9K
6,252
-46%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$287.7K
0
-100%
清仓
IWN
ISHARES TR
-$280.4K
0
-100%
减持
AMGN
AMGEN INC
+$273.4K
6,291
-1%
减持
WBD
WARNER BROS DISCOVERY INC
+$237.9K
26,133
-1%
减持
VTV
VANGUARD INDEX FDS
-$231.8K
5,698
-20%
建仓
AMAT
APPLIED MATLS INC
+$222.4K
865
清仓
—
ISHARES TR
-$220.4K
0
-100%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$219.9K
2,990
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$218.9K
157
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$210.8K
959
建仓
EFA
ISHARES TR
+$207.8K
2,164
清仓
GGG
GRACO INC
-$207.2K
0
-100%
清仓
LOW
LOWES COS INC
-$206.1K
0
-100%
减持
FMB
FIRST TR EXCH TRADED FD III
-$205.8K
64,676
-7%
清仓
HON
HONEYWELL INTL INC
-$202.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$201.0K
43,914
-3%
减持
IWB
ISHARES TR
+$188.4K
34,864
-1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$186.7K
39,529
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$174.3K
14,306
-18%
减持
VTI
VANGUARD INDEX FDS
-$167.4K
3,615
-14%
减持
VO
VANGUARD INDEX FDS
-$166.5K
2,355
-19%
增持
LLY
ELI LILLY & CO
+$157.0K
457
+4%
增持
VOO
VANGUARD INDEX FDS
+$148.0K
4,720
+3%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$143.6K
12,532
+64%
减持
NKE
NIKE INC
-$140.4K
3,924
-30%
增持
DGRO
ISHARES TR
+$139.9K
15,493
+13%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$139.5K
5,301
-38%
减持
SCHD
SCHWAB STRATEGIC TR
-$137.1K
31,893
-14%
减持
JMBS
JANUS DETROIT STR TR
-$127.3K
13,885
-17%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$126.0K
16,115
+22%
增持
GSLC
GOLDMAN SACHS ETF TR
+$120.9K
8,745
+10%
增持
MUB
ISHARES TR
+$115.8K
5,078
+26%
增持
IWM
ISHARES TR
+$110.6K
4,775
+8%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$107.0K
44,092
+6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$105.3K
230,374
+2%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$103.7K
16,680
+14%
减持
IEF
ISHARES TR
-$102.9K
10,433
-9%
增持
IBDV
ISHARES TR
+$102.3K
17,831
+36%
减持
WELL
WELLTOWER INC
+$102.0K
13,723
-0%
增持
DTE
DTE ENERGY CO
+$99.9K
6,206
+25%
增持
SPTM
SPDR SERIES TRUST
+$99.0K
24,699
+3%
增持
DTM
DT MIDSTREAM INC
+$95.8K
3,391
+24%
减持
SPEM
SPDR INDEX SHS FDS
-$94.2K
11,797
-15%
增持
ETHA
ISHARES ETHEREUM TR
-$90.9K
12,145
+5%
减持
VB
VANGUARD INDEX FDS
-$86.8K
1,172
-23%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$86.4K
2,679
-21%
减持
SPSM
SPDR SERIES TRUST
-$84.6K
141,121
-2%
增持
TSLA
TESLA INC
+$81.9K
5,444
+2%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$80.3K
13,777
增持
META
META PLATFORMS INC
-$78.4K
1,184
+1%
减持
WMT
WALMART INC
+$76.1K
9,607
-0%
增持
NVDA
NVIDIA CORPORATION
+$73.5K
27,095
+2%
减持
RTX
RTX CORPORATION
+$71.1K
4,950
-1%
减持
PG
PROCTER AND GAMBLE CO
-$70.7K
4,042
-4%
减持
HD
HOME DEPOT INC
-$65.2K
730
-7%
建仓
BBAI
BIGBEAR AI HLDGS INC
+$65.1K
12,055
减持
AVDE
AMERICAN CENTY ETF TR
+$64.0K
95,743
-3%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$63.3K
77,372
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$61.9K
19,586
+0%
减持
OEF
ISHARES TR
-$58.1K
863
-19%
增持
TJX
TJX COS INC NEW
+$57.7K
6,351
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
-$57.3K
3,643
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$55.4K
5,377
+111%
增持
SPYG
SPDR SERIES TRUST
+$53.1K
23,773
+0%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$51.7K
17,713
+14%
减持
SPDW
SPDR INDEX SHS FDS
-$50.8K
11,938
-12%
减持
VFLO
VICTORY PORTFOLIOS II
+$50.4K
237,877
-4%
减持
IVV
ISHARES TR
-$48.2K
2,763
-5%
减持
JNJ
JOHNSON & JOHNSON
+$46.9K
2,503
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$45.7K
6,789
-10%
清仓
—
BIT DIGITAL INC
-$45.4K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW
+$44.7K
895
+0%
减持
SYK
STRYKER CORPORATION
-$42.4K
1,131
-5%
减持
GWX
SPDR INDEX SHS FDS
-$41.0K
7,174
-14%
增持
NFLX
NETFLIX INC
-$40.8K
4,219
+1059%
减持
DGRW
WISDOMTREE TR
-$39.8K
11,081
-4%
减持
DAL
DELTA AIR LINES INC DEL
+$38.1K
3,813
-4%
减持
AGG
ISHARES TR
-$37.9K
3,983
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.3K
2,657
+0%
增持
NEE
NEXTERA ENERGY INC
+$37.3K
7,781
+0%
增持
ACWX
ISHARES TR
+$33.6K
15,332
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$30.3K
11,733
+24%
减持
COST
COSTCO WHSL CORP NEW
-$28.1K
271
-4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$27.3K
3,034
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$27.0K
3,194
-5%
清仓
NNDM
NANO DIMENSION LTD
-$21.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$21.2K
5,404
+0%
减持
IAU
ISHARES GOLD TR
-$20.1K
9,090
-13%
增持
AVGO
BROADCOM INC
+$20.1K
1,231
+0%
增持
SO
SOUTHERN CO
-$19.0K
2,635
+0%
减持
TXN
TEXAS INSTRS INC
-$19.0K
1,374
-2%
减持
AMZN
AMAZON COM INC
+$19.0K
10,370
-4%
增持
IBDT
ISHARES TR
+$18.2K
56,559
+2%
增持
UMAR
INNOVATOR ETFS TRUST
+$17.8K
9,554
+2%
增持
QUAL
ISHARES TR
+$17.2K
2,219
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$16.4K
11,854
+3%
减持
SPYV
SPDR SERIES TRUST
+$15.1K
13,838
-1%
减持
BILS
SPDR SERIES TRUST
-$14.9K
3,870
-3%
减持
F
FORD MTR CO
-$12.4K
49,010
-11%
增持
XLE
SELECT SECTOR SPDR TR
+$12.1K
9,133
+106%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$10.2K
15,084
-3%
增持
IEI
ISHARES TR
+$8.3K
2,484
+3%
减持
BA
BOEING CO
-$7.2K
1,089
-4%
增持
PEP
PEPSICO INC
+$6.9K
1,838
+0%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$6.8K
33,241
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$6.6K
7,217
+100%
减持
—
EXXON MOBIL CORP
-$6.3K
12,242
-7%
增持
MA
MASTERCARD INCORPORATED
+$5.9K
1,705
+0%
增持
VXF
VANGUARD INDEX FDS
+$5.7K
5,034
+1%
增持
IJH
ISHARES TR
+$5.5K
5,415
+0%
增持
ACWI
ISHARES TR
+$5.3K
1,556
+0%
减持
V
VISA INC
+$5.2K
661
-0%
减持
CVX
CHEVRON CORP NEW
-$5.0K
1,541
-0%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$4.5K
13,431
+1%
