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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 65
减持 63
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$184.0M
210,626
-96%
增持
AVDE
AMERICAN CENTY ETF TR
+$139.1M
1,732,496
+1710%
建仓
SMLF
ISHARES TR
+$116.7M
1,545,786
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
SPYM
SPDR SERIES TRUST
-$93.6M
5,268,562
-15%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$80.4M
11,973,900
+28%
增持
JMBS
JANUS DETROIT STR TR
+$79.0M
1,762,883
+12596%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$77.5M
2,860,148
+239%
增持
PYLD
PIMCO ETF TR
+$55.2M
7,109,897
+45%
增持
FEGE
RBB FUND TRUST
+$37.5M
1,454,367
+117%
增持
VCRB
VANGUARD MALVERN FDS
+$31.8M
3,721,695
+13%
减持
JAAA
JANUS DETROIT STR TR
-$31.2M
224,430
-73%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$20.0M
423,102
减持
SPGM
SPDR INDEX SHS FDS
-$17.5M
144,676
-61%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$12.2M
16,061
-96%
减持
SPMD
SPDR SERIES TRUST
-$7.6M
96,776
-58%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$5.1M
10,192,029
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.6M
40,566
-8%
增持
GLD
SPDR GOLD TR
+$3.0M
12,464
+110%
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$1.5M
232,079
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
1,386,232
+16%
增持
MSFT
MICROSOFT CORP
-$999.1K
9,805
+2%
增持
FMB
FIRST TR EXCH TRADED FD III
+$875.8K
82,571
+28%
增持
HYBL
SSGA ACTIVE TR
+$717.6K
372,995
+10%
减持
IWB
ISHARES TR
-$712.6K
34,516
-1%
减持
GOOG
ALPHABET INC
-$697.1K
4,388
-30%
减持
AAPL
APPLE INC
-$576.9K
31,498
-0%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$568.9K
58,375
-10%
减持
—
EXXON MOBIL CORP
+$560.8K
11,989
-2%
增持
ORCL
ORACLE CORP
-$527.0K
12,904
+4%
增持
T
AT&T INC
+$493.5K
108,717
+2%
减持
VUG
VANGUARD INDEX FDS
-$468.3K
6,322
-5%
增持
VFLO
VICTORY PORTFOLIOS II
+$462.5K
248,988
+5%
减持
QQQ
INVESCO QQQ TR
-$460.4K
8,405
-3%
建仓
FITB
FIFTH THIRD BANCORP
+$453.1K
9,753
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$408.0K
14,192
建仓
AOR
ISHARES TR
+$392.7K
6,102
清仓
BILS
SPDR SERIES TRUST
-$383.9K
0
-100%
减持
SPYG
SPDR SERIES TRUST
-$383.1K
21,994
-7%
增持
TSLA
TESLA INC
-$368.3K
5,595
+3%
减持
CGCB
CAPITAL GRP FIXED INCM ETF T
-$368.3K
146,277
-8%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$366.4K
73,354
-5%
清仓
IWO
ISHARES TR
-$338.8K
0
-100%
建仓
SPXN
PROSHARES TR
+$306.3K
4,322
清仓
—
ONESTREAM INC
-$283.1K
0
-100%
建仓
SRLN
SSGA ACTIVE ETF TR
+$250.2K
6,232
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$235.1K
0
-100%
减持
ACWX
ISHARES TR
-$232.0K
11,643
-24%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$218.9K
0
-100%
清仓
IYF
ISHARES TR
-$214.3K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$210.7K
3,242
建仓
CSCO
CISCO SYS INC
+$210.2K
2,708
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$207.4K
187,256
-5%
建仓
DRLL
EA SERIES TRUST
+$206.5K
5,230
建仓
GGG
GRACO INC
+$206.5K
2,439
建仓
MDYG
SPDR SERIES TRUST
+$205.1K
2,137
建仓
VOE
VANGUARD INDEX FDS
+$203.8K
1,106
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$201.8K
2,014
建仓
BND
VANGUARD BD INDEX FDS
+$201.0K
2,730
建仓
LOW
LOWES COS INC
+$200.4K
848
增持
VZ
VERIZON COMMUNICATIONS INC
+$199.2K
19,858
+1%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$198.5K
34,509
-13%
增持
NVDA
NVIDIA CORPORATION
-$195.8K
27,852
+3%
增持
AMZN
AMAZON COM INC
-$194.7K
10,558
+2%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$183.0K
29,686
-11%
减持
MA
MASTERCARD INCORPORATED
-$177.3K
1,593
-7%
增持
WELL
WELLTOWER INC
+$172.4K
13,755
+0%
减持
IWM
ISHARES TR
-$167.9K
4,063
-15%
减持
IEF
ISHARES TR
-$166.1K
8,771
-16%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$153.3K
11,743
-18%
减持
VXF
VANGUARD INDEX FDS
-$152.4K
4,374
-13%
增持
XLE
SELECT SECTOR SPDR TR
+$152.0K
9,147
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$149.6K
5,544
+3%
增持
GOOGL
ALPHABET INC
-$142.8K
8,704
+3%
减持
JPM
JPMORGAN CHASE & CO
-$141.4K
3,823
-3%
减持
SPSM
SPDR SERIES TRUST
+$138.7K
139,728
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$136.7K
8,158
-7%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$133.4K
12,048
+35%
减持
SPTM
SPDR SERIES TRUST
-$131.0K
24,116
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$129.1K
3,152
-13%
增持
PFE
PFIZER INC
+$125.6K
12,215
+40%
减持
UMAR
INNOVATOR ETFS TRUST
-$123.0K
6,510
-32%
减持
ICVT
ISHARES TR
-$118.9K
109,915
-4%
增持
IVV
ISHARES TR
+$109.8K
3,065
+11%
减持
SPYV
SPDR SERIES TRUST
-$108.3K
11,980
-13%
增持
GEV
GE VERNOVA INC
+$107.6K
461
+2%
减持
WMT
WALMART INC
+$105.1K
9,458
-2%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$101.2K
15,573
-6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$100.8K
22,897
-8%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$98.2K
2,022
-25%
减持
NEE
NEXTERA ENERGY INC
+$97.2K
7,771
-0%
减持
DTE
DTE ENERGY CO
-$96.7K
4,813
-22%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$93.4K
13,814
-8%
减持
QUAL
ISHARES TR
-$92.3K
1,817
-18%
减持
IEI
ISHARES TR
-$89.1K
1,748
-30%
增持
IAU
ISHARES GOLD TR
+$87.3K
9,360
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$86.3K
48,369
+10%
减持
JNJ
JOHNSON & JOHNSON
+$84.1K
2,463
-2%
减持
NFLX
NETFLIX INC.
-$83.7K
3,244
-23%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$81.9K
10,772
+24%
减持
CVX
CHEVRON CORPORATION
+$81.7K
1,530
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$81.6K
807
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$81.5K
796
-14%
增持
AMAT
APPLIED MATLS INC
+$81.4K
889
+3%
减持
ETHA
ISHARES ETHEREUM TR
-$80.3K
12,137
-0%
增持
INTC
INTEL CORP
+$77.6K
9,239
+3%
增持
F
FORD MTR CO
-$71.8K
49,498
+1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$70.6K
2,933
-3%
减持
SPDW
SPDR INDEX SHS FDS
-$70.5K
10,069
-16%
增持
IBDT
ISHARES TR
+$61.7K
59,274
+5%
增持
DE
DEERE & CO
+$55.4K
530
+2%
减持
ABT
ABBOTT LABORATORIES
-$52.7K
2,214
-1%
增持
RTX
RTX CORPORATION
+$52.6K
4,979
+1%
增持
LLY
ELI LILLY & CO
-$50.5K
479
+5%
增持
APH
AMPHENOL CORP
-$50.5K
7,068
+1%
减持
DTM
DT MIDSTREAM INC
-$46.0K
2,672
-21%
增持
META
META PLATFORMS INC
-$45.7K
1,286
+9%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$44.7K
13,998
+19%
增持
COST
COSTCO WHOLESALE CORPORATION
+$44.4K
279
+3%
增持
TJX
TJX COS INC NEW
+$41.2K
6,366
+0%
减持
DGRW
WISDOMTREE TR
-$41.0K
10,814
-2%
增持
SMH
VANECK ETF TRUST
+$39.9K
1,171
+3%
减持
HD
HOME DEPOT INC
-$37.7K
649
-11%
增持
BITB
BITWISE BITCOIN ETF TR
+$37.2K
57,352
+32%
增持
VTI
VANGUARD INDEX FDS
-$36.3K
3,665
+1%
减持
SCHD
SCHWAB STRATEGIC TR
+$35.5K
29,670
-7%
增持
XLK
SELECT SECTOR SPDR TR
-$35.2K
5,560
+3%
增持
GE
GE AEROSPACE
-$35.0K
1,823
+2%
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$34.3K
22,713
+28%
增持
XLU
SELECT SECTOR SPDR TR
+$33.1K
7,434
+3%
增持
AVGO
BROADCOM INC
+$30.4K
1,475
+20%
减持
MUB
ISHARES TR
-$30.1K
4,840
-5%
减持
OPEN
OPENDOOR TECHNOLOGIES INC
-$28.4K
11,089
-20%
增持
SO
SOUTHERN CO
+$28.4K
2,674
+1%
增持
NKE
NIKE INC
-$28.0K
4,203
+7%
减持
TXN
TEXAS INSTRS INC
+$27.6K
1,370
-0%
增持
ABBV
ABBVIE INC
-$25.5K
3,066
+1%
减持
AGG
ISHARES TR
-$23.8K
3,767
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$23.7K
3,065
-4%
增持
WBD
WARNER BROS DISCOVERY INC
-$22.9K
26,594
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$22.5K
917
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$22.4K
4,860
+0%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$22.3K
17,172
+3%
增持
VOO
VANGUARD INDEX FDS
-$22.0K
4,917
+4%
增持
OEF
ISHARES TR
-$21.4K
864
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$21.1K
12,368
+4%
减持
MCD
MCDONALDS CORP
-$19.3K
2,840
-4%
减持
SLV
ISHARES SILVER TR
+$17.7K
12,960
-4%
减持
DAL
DELTA AIR LINES INC
-$17.3K
3,721
-2%
增持
BBAI
BIGBEAR AI HLDGS INC
-$15.9K
13,977
+16%
增持
IJH
ISHARES TR
+$14.6K
5,508
+2%
