13F 机构持仓

Advance Capital Management, Inc.

SOUTHFIELD MI · SEC CIK 0001536029

2026Q22026Q1 更早 9 个季度 🔒
$30.94亿2026Q2 申报市值
197持仓数
83.3%前十大占比 · 第一大 17.0%
24 / 16新建仓 / 清仓
申报市值走势$30.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGDV 17.0%
CGBL 14.8%
SPYM 14.7%
VCRB 9.6%
PYLD 6.5%
AVDE 5.3%
CGGR 4.3%
FMDE 4.3%
SMLF 4.3%
JMBS 2.6%

2026Q2 买入最多 按季末市值估算

FMDE 新建仓+$1.32亿
RDVY 加仓+$3,283.10万
CGDV 加仓+$2,292.88万
PYLD 加仓+$1,227.45万
AVDE 加仓+$1,084.73万

2026Q2 卖出最多 按季末市值估算

SCHG 减仓-$4,219.72万
XMMO 减仓-$1,607.67万
SPYM 减仓-$917.57万
SMLF 减仓-$617.51万
SPMO 减仓-$424.98万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SPMO INVESCO EXCH TRADED FD TR II $3,324.03万1.07%205,771 -26,308-11.3% -$424.98万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $3,877.70万1.25%478,374 405,020552.1% $3,283.10万 加仓
FEGE RBB FUND TRUST $7,818.63万2.53%1,598,249 143,8829.9% $703.87万 加仓
JMBS JANUS DETROIT STR TR $8,051.25万2.60%1,789,564 26,6811.5% $120.04万 加仓
SMLF ISHARES TR $1.32亿4.25%1,476,512 -69,274-4.5% -$617.51万 减仓
FMDE FIDELITY COVINGTON TRUST $1.32亿4.27%3,252,118 3,252,118— $1.32亿 新建仓
CGGR CAPITAL GROUP GROWTH ETF $1.34亿4.34%2,846,782 -13,366-0.5% -$63.09万 减仓
AVDE AMERICAN CENTY ETF TR $1.65亿5.35%1,854,102 121,6067.0% $1,084.73万 加仓
PYLD PIMCO ETF TR $2.01亿6.49%7,572,736 462,8396.5% $1,227.45万 加仓
VCRB VANGUARD MALVERN FDS $2.98亿9.62%3,854,514 132,8193.6% $1,025.80万 加仓
SPYM SPDR SERIES TRUST $4.54亿14.67%5,164,150 -104,412-2.0% -$917.57万 减仓
CGBL CAPITAL GROUP CORE BALANCED $4.57亿14.77%12,041,305 67,4050.6% $255.87万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $5.25亿16.98%10,657,305 465,2764.6% $2,292.88万 加仓