Advance Capital Management, Inc.
SOUTHFIELD MI · SEC CIK 0001536029
$26.39亿2026Q1 申报市值
185持仓数
85.3%前十大占比 · 第一大 16.4%
14 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVDE 加仓+$1.39亿
SMLF 新建仓+$1.17亿
CGBL 加仓+$8,905.96万
CGGR 加仓+$8,108.94万
JMBS 加仓+$7,901.97万
2026Q1 卖出最多 按季末市值估算
CGDG 减仓-$1.85亿
SPYM 减仓-$7,085.40万
JAAA 减仓-$3,101.72万
SPGM 减仓-$1,717.49万
HTRB 减仓-$1,209.46万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,870 | -100.0% | -$38.39万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -15,403 | -100.0% | -$28.31万 | 清仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SES AI CORPORATION | $1.34万 | 0.00% | 13,888 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.15万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $4.92万 | 0.00% | 13,977 | 1,922 | 15.9% | $6,765 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $5.19万 | 0.00% | 11,089 | -2,688 | -19.5% | -$1.26万 | 减仓 |
| — | BNY MELLON HIGH YIELD STRATE | $7.32万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $11.79万 | 0.00% | 22,713 | 5,000 | 28.2% | $2.59万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $12.01万 | 0.00% | 15,926 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $16.43万 | 0.01% | 12,479 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $19.21万 | 0.01% | 12,137 | -8 | -0.1% | -$127 | 减仓 |
| LOW | LOWES COS INC | $20.04万 | 0.01% | 848 | 28 | 3.4% | $6,616 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $20.10万 | 0.01% | 2,730 | 2,730 | — | $20.10万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.18万 | 0.01% | 2,014 | 2,014 | — | $20.18万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.22万 | 0.01% | 3,833 | 669 | 21.1% | $3.53万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.26万 | 0.01% | 942 | -17 | -1.8% | -$3,656 | 减仓 |
| VOE | VANGUARD INDEX FDS | $20.38万 | 0.01% | 1,106 | 1,106 | — | $20.38万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $20.51万 | 0.01% | 2,137 | 2,137 | — | $20.51万 | 新建仓 |
| GGG | GRACO INC | $20.65万 | 0.01% | 2,439 | 0 | 0.0% | — | 重新持有 |
| — | EA SERIES TRUST | $20.65万 | 0.01% | 5,230 | 5,230 | — | $20.65万 | 新建仓 |
| IEI | ISHARES TR | $20.73万 | 0.01% | 1,748 | -736 | -29.6% | -$8.73万 | 减仓 |
| EFA | ISHARES TR | $20.82万 | 0.01% | 2,144 | -20 | -0.9% | -$1,943 | 减仓 |
| CSCO | CISCO SYS INC | $21.02万 | 0.01% | 2,708 | 2,708 | — | $21.02万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $21.07万 | 0.01% | 3,242 | 3,242 | — | $21.07万 | 新建仓 |
| HD | HOME DEPOT INC | $21.35万 | 0.01% | 649 | -81 | -11.1% | -$2.66万 | 减仓 |
| NKE | NIKE INC | $22.20万 | 0.01% | 4,203 | 279 | 7.1% | $1.47万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $22.30万 | 0.01% | 1,348 | 25 | 1.9% | $4,135 | 加仓 |
| GPC | GENUINE PARTS CO | $22.36万 | 0.01% | 2,114 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $22.45万 | 0.01% | 2,990 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.49万 | 0.01% | 744 | 83 | 12.6% | $2.51万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $22.73万 | 0.01% | 2,214 | -21 | -0.9% | -$2,156 | 减仓 |
| BA | BOEING CO | $23.25万 | 0.01% | 1,168 | 79 | 7.3% | $1.57万 | 加仓 |
| ACWI | ISHARES TR | $23.45万 | 0.01% | 1,695 | 139 | 8.9% | $1.92万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $23.47万 | 0.01% | 5,105 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $24.73万 | 0.01% | 3,721 | -92 | -2.4% | -$6,115 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $25.02万 | 0.01% | 6,232 | 6,232 | — | $25.02万 | 新建仓 |
| SO | SOUTHERN CO | $25.81万 | 0.01% | 2,674 | 39 | 1.5% | $3,765 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $25.87万 | 0.01% | 6,510 | -3,044 | -31.9% | -$12.10万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $25.88万 | 0.01% | 13,620 | 189 | 1.4% | $3,591 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.60万 | 0.01% | 1,370 | -4 | -0.3% | -$777 | 减仓 |
| PEP | PEPSICO INC | $27.04万 | 0.01% | 1,741 | -97 | -5.3% | -$1.51万 | 减仓 |
| OEF | ISHARES TR | $27.47万 | 0.01% | 864 | 1 | 0.1% | $318 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.79万 | 0.01% | 279 | 8 | 3.0% | $7,969 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $27.97万 | 0.01% | 2,022 | -657 | -24.5% | -$9.09万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $28.82万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $29.22万 | 0.01% | 1,116 | -56 | -4.8% | -$1.47万 | 减仓 |
| BP | BP PLC | $29.39万 | 0.01% | 6,254 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $29.84万 | 0.01% | 530 | 8 | 1.5% | $4,504 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $30.01万 | 0.01% | 917 | 22 | 2.5% | $7,199 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $30.30万 | 0.01% | 7,174 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $30.38万 | 0.01% | 889 | 24 | 2.8% | $8,202 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $30.61万 | 0.01% | 12,368 | 514 | 4.3% | $1.27万 | 加仓 |
| — | PROSHARES TR | $30.63万 | 0.01% | 4,322 | 4,322 | — | $30.63万 | 新建仓 |
| NFLX | NETFLIX INC. | $31.19万 | 0.01% | 3,244 | -975 | -23.1% | -$9.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.66万 | 0.01% | 1,530 | -11 | -0.7% | -$2,276 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $34.11万 | 0.01% | 7,434 | 217 | 3.0% | $9,958 | 加仓 |
| PFE | PFIZER INC | $34.30万 | 0.01% | 12,215 | 3,486 | 39.9% | $9.79万 | 加仓 |
| QUAL | ISHARES TR | $34.85万 | 0.01% | 1,817 | -402 | -18.1% | -$7.71万 | 减仓 |
| DTM | DT MIDSTREAM INC | $35.98万 | 0.01% | 2,672 | -719 | -21.2% | -$9.68万 | 减仓 |
| MEI | METHODE ELECTRS INC | $35.99万 | 0.01% | 65,208 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $36.96万 | 0.01% | 12,532 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $37.16万 | 0.01% | 1,131 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $37.20万 | 0.01% | 5,508 | 93 | 1.7% | $6,280 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.20万 | 0.01% | 807 | 6 | 0.7% | $2,766 | 加仓 |
| AGG | ISHARES TR | $37.40万 | 0.01% | 3,767 | -216 | -5.4% | -$2.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.14万 | 0.01% | 796 | -125 | -13.6% | -$5.99万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $38.44万 | 0.01% | 5,999 | -253 | -4.0% | -$1.62万 | 减仓 |
| AOR | ISHARES TR | $39.27万 | 0.01% | 6,102 | 6,102 | — | $39.27万 | 新建仓 |
| IBDV | ISHARES TR | $39.27万 | 0.01% | 17,938 | 107 | 0.6% | $2,342 | 加仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $40.03万 | 0.02% | 8,911 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $40.24万 | 0.02% | 461 | 10 | 2.2% | $8,729 | 加仓 |
| INTC | INTEL CORP | $40.77万 | 0.02% | 9,239 | 294 | 3.3% | $1.30万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $40.80万 | 0.02% | 14,192 | 14,192 | — | $40.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $44.08万 | 0.02% | 479 | 22 | 4.8% | $2.02万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.89万 | 0.02% | 1,171 | 35 | 3.1% | $1.34万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $45.31万 | 0.02% | 9,753 | 9,753 | — | $45.31万 | 新建仓 |
| AVGO | BROADCOM INC | $45.64万 | 0.02% | 1,475 | 244 | 19.8% | $7.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $45.97万 | 0.02% | 10,069 | -1,869 | -15.7% | -$8.53万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $47.36万 | 0.02% | 10,772 | 2,051 | 23.5% | $9.02万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $47.50万 | 0.02% | 12,048 | 3,133 | 35.1% | $12.35万 | 加仓 |
| MUB | ISHARES TR | $51.38万 | 0.02% | 4,840 | -238 | -4.7% | -$2.53万 | 减仓 |
| GE | GE AEROSPACE | $51.73万 | 0.02% | 1,823 | 30 | 1.7% | $8,513 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.78万 | 0.02% | 13,998 | 2,265 | 19.3% | $8.70万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $54.19万 | 0.02% | 16,061 | -358,468 | -95.7% | -$1,209.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $54.53万 | 0.02% | 13,859 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $54.67万 | 0.02% | 3,152 | -491 | -13.5% | -$8.52万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $55.34万 | 0.02% | 11,797 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $56.04万 | 0.02% | 9,147 | 14 | 0.2% | $858 | 加仓 |
| F | FORD MTR CO | $57.12万 | 0.02% | 49,498 | 488 | 1.0% | $5,632 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.22万 | 0.02% | 3,961 | -81 | -2.0% | -$1.17万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.82万 | 0.02% | 3,065 | -129 | -4.0% | -$2.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $60.21万 | 0.02% | 2,463 | -40 | -1.6% | -$9,778 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $61.91万 | 0.02% | 16,115 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.39万 | 0.02% | 2,657 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $66.56万 | 0.03% | 11,743 | -2,563 | -17.9% | -$14.53万 | 减仓 |
| ABBV | ABBVIE INC | $66.69万 | 0.03% | 3,066 | 36 | 1.2% | $7,830 | 加仓 |