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
— EXXON MOBIL CORP $00.00%0 -11,989-100.0% -$203.41万 清仓
DOCT FIRST TR EXCHNG TRADED FD VI $00.00%0 -29,686-100.0% -$128.92万 清仓
INCM FRANKLIN TEMPLETON ETF TR $00.00%0 -14,192-100.0% -$40.80万 清仓
AOR ISHARES TR $00.00%0 -6,102-100.0% -$39.27万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -807-100.0% -$37.20万 清仓
NFLX NETFLIX INC. $00.00%0 -3,244-100.0% -$31.19万 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -12,368-100.0% -$30.61万 清仓
NKE NIKE INC $00.00%0 -4,203-100.0% -$22.20万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -3,242-100.0% -$21.07万 清仓
IEI ISHARES TR $00.00%0 -1,748-100.0% -$20.73万 清仓
— EA SERIES TRUST $00.00%0 -5,230-100.0% -$20.65万 清仓
GGG GRACO INC $00.00%0 -2,439-100.0% -$20.65万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -3,833-100.0% -$20.22万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -2,730-100.0% -$20.10万 清仓
LOW LOWES COS INC $00.00%0 -848-100.0% -$20.04万 清仓
NAK NORTHERN DYNASTY MINERALS LT $00.00%0 -22,500-100.0% -$3.15万 清仓
— SES AI CORPORATION $1.33万0.00%13,888 00.0% — 不变
KOPN KOPIN CORP $5.00万0.00%11,162 11,162— $5.00万 新建仓
BBAI BIGBEAR AI HLDGS INC $5.06万0.00%13,790 -187-1.3% -$686 减仓
OPEN OPENDOOR TECHNOLOGIES INC $5.12万0.00%11,089 00.0% — 不变
— BNY MELLON HIGH YIELD STRATE $7.26万0.00%30,000 00.0% — 不变
— ALLSPRING GLOBAL DIVIDEND OP $7.38万0.00%11,300 11,300— $7.38万 新建仓
— ISHARES ETHEREUM TR $14.43万0.00%12,140 30.0% $36 加仓
MTD METTLER TOLEDO INTERNATIONAL $20.06万0.01%157 00.0% — 重新持有
IWO ISHARES TR $20.25万0.01%514 -535-51.0% -$21.08万 重新持有
BX BLACKSTONE INC $20.27万0.01%1,722 1,722— $20.27万 新建仓
POWL POWELL INDS INC $20.76万0.01%725 725— $20.76万 新建仓
CMCSA COMCAST CORP NEW $20.84万0.01%8,487 8,487— $20.84万 新建仓
IYF ISHARES TR $20.86万0.01%1,636 -26-1.6% -$3,315 重新持有
QQQI NEOS ETF TRUST $21.05万0.01%3,707 3,707— $21.05万 新建仓
BP BP PLC $22.05万0.01%5,967 -287-4.6% -$1.06万 减仓
EFA ISHARES TR $22.06万0.01%2,124 -20-0.9% -$2,078 减仓
SLYV SPDR SERIES TRUST $22.38万0.01%2,051 2,051— $22.38万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $23.27万0.01%2,778 -212-7.1% -$1.78万 减仓
PJUL INNOVATOR ETFS TRUST $23.59万0.01%4,832 -273-5.3% -$1.33万 减仓
VIG VANGUARD SPECIALIZED FUNDS $23.76万0.01%1,004 626.6% $1.47万 加仓
PM PHILIP MORRIS INTL INC $23.99万0.01%1,326 -22-1.6% -$3,980 减仓
MDYG SPDR SERIES TRUST $23.99万0.01%2,140 30.1% $336 加仓
XOVR ENTREPRENEURSHARES SERIES TR $24.26万0.01%11,527 11,527— $24.26万 新建仓
KO COCA COLA CO $24.35万0.01%2,997 2,997— $24.35万 新建仓
VTWO VANGUARD SCOTTSDALE FDS $24.51万0.01%2,019 50.2% $607 加仓
VOE VANGUARD INDEX FDS $24.62万0.01%1,246 14012.7% $2.77万 加仓
GPC GENUINE PARTS CO $24.94万0.01%2,114 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $25.35万0.01%5,411 1102.1% $5,153 重新持有
SO SOUTHERN CO $25.35万0.01%2,649 -25-0.9% -$2,392 减仓
FLG FLAGSTAR BANK NATIONAL ASSOC $25.42万0.01%17,014 4,53536.3% $6.78万 加仓
VT VANGUARD INTL EQUITY INDEX F $25.66万0.01%1,635 -387-19.1% -$6.07万 减仓
HD HOME DEPOT INC $26.43万0.01%749 10015.4% $3.53万 加仓
FPEI FIRST TR EXCH TRADED FD III $26.56万0.01%13,771 1511.1% $2,913 加仓
UMAR INNOVATOR ETFS TRUST $27.78万0.01%6,576 661.0% $2,788 加仓
V VISA INC $27.89万0.01%813 699.3% $2.37万 加仓
COST COSTCO WHOLESALE CORPORATION $28.26万0.01%302 238.2% $2.15万 加仓
GWX SPDR INDEX SHS FDS $28.33万0.01%6,475 -699-9.7% -$3.06万 减仓
LRCX LAM RESEARCH CORP $28.88万0.01%666 666— $28.88万 新建仓
USB US BANCORP $29.34万0.01%4,857 4,857— $29.34万 新建仓
PEP PEPSICO INC $29.47万0.01%2,176 43525.0% $5.89万 加仓
MRK MERCK & CO INC $29.60万0.01%2,304 2,304— $29.60万 新建仓
FTS FORTIS INC $30.90万0.01%5,400 5,400— $30.90万 新建仓
ACWI ISHARES TR $31.34万0.01%1,997 30217.8% $4.74万 加仓
MAR MARRIOTT INTL INC NEW $31.76万0.01%857 -60-6.5% -$2.22万 减仓
DAL DELTA AIR LINES INC $32.41万0.01%3,461 -260-7.0% -$2.43万 减仓
DE DEERE & CO $33.17万0.01%523 -7-1.3% -$4,440 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $33.63万0.01%42,681 26,755168.0% $21.08万 加仓
XLU SELECT SECTOR SPDR TR $33.71万0.01%7,434 00.0% — 不变
PCT PURECYCLE TECHNOLOGIES INC $33.93万0.01%41,843 19,13084.2% $15.51万 加仓
ABT ABBOTT LABORATORIES $34.40万0.01%3,791 1,57771.2% $14.31万 加仓
VB VANGUARD INDEX FDS $35.16万0.01%1,160 443.9% $1.33万 加仓
ACP ABRDN INCOME CREDIT STRATEGI $35.55万0.01%68,357 68,357— $35.55万 新建仓
VGT VANGUARD WORLD FD $37.14万0.01%3,107 3,107— $37.14万 新建仓
CSCO CISCO SYS INC $37.23万0.01%3,169 46117.0% $5.42万 加仓
AGG ISHARES TR $37.51万0.01%3,790 230.6% $2,276 加仓
— PROSHARES TR $37.58万0.01%4,568 2465.7% $2.02万 加仓
BA BOEING CO $38.64万0.01%1,785 61752.8% $13.36万 加仓
— INNOVATOR ETFS TRUST $38.65万0.01%9,184 -4,675-33.7% -$19.67万 减仓
QUAL ISHARES TR $39.34万0.01%1,793 -24-1.3% -$5,265 减仓
IBDV ISHARES TR $39.46万0.01%18,103 1650.9% $3,597 加仓
BAC BANK OF AMER CORP $39.70万0.01%6,968 6,968— $39.70万 新建仓
ROK ROCKWELL AUTOMATION INC $39.75万0.01%803 00.0% — 不变
OEF ISHARES TR $40.05万0.01%1,095 23126.7% $8.45万 加仓
TXN TEXAS INSTRS INC $40.84万0.01%1,370 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $41.53万0.01%5,829 -170-2.8% -$1.21万 减仓
CVX CHEVRON CORPORATION $41.67万0.01%2,514 98464.3% $16.31万 加仓
DTM DT MIDSTREAM INC $43.24万0.01%2,947 27510.3% $4.04万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $43.39万0.01%12,532 00.0% — 不变
IJH ISHARES TR $44.65万0.01%5,790 2825.1% $2.17万 加仓
MRVL MARVELL TECHNOLOGY INC $45.22万0.01%1,518 1,518— $45.22万 新建仓
DMAY FIRST TR EXCHNG TRADED FD VI $45.95万0.01%9,752 8419.4% $3.96万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $46.25万0.01%10,722 -1,326-11.0% -$5.72万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $46.54万0.02%930 13416.8% $6.71万 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $46.70万0.02%9,845 -927-8.6% -$4.40万 减仓
HTRB HARTFORD FDS EXCHANGE TRADED $46.87万0.02%13,894 -2,167-13.5% -$7.31万 减仓
IBIT ISHARES BITCOIN TRUST ETF $48.00万0.02%14,419 4213.0% $1.40万 加仓
JBBB JANUS DETROIT STR TR $48.33万0.02%10,208 10,208— $48.33万 新建仓
MRSH MARSH & MCLENNAN COS INC $49.00万0.02%2,940 -212-6.7% -$3.53万 减仓
XLE SELECT SECTOR SPDR TR $49.55万0.02%9,331 1842.0% $9,772 加仓
AMD ADVANCED MICRO DEVICES INC $52.05万0.02%896 896— $52.05万 新建仓
MUB ISHARES TR $52.82万0.02%4,908 681.4% $7,318 加仓
SPDW SPDR INDEX SHS FDS $53.97万0.02%10,711 6426.4% $3.24万 加仓
PLTR PALANTIR TECHNOLOGIES INC $54.69万0.02%4,688 -856-15.4% -$9.99万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $54.81万0.02%9,705 -2,038-17.4% -$11.51万 减仓