FC

First Command Advisory Services, Inc.

趋势追踪型集中型投资策略长期持有型

申报总市值

US$148.5亿

申报季度: 2026-03-31 · 持股只数: 1332

First Command Advisory Services, Inc.在最新一期 13F 报告中披露了 1332 项持股，申报期为 2026-03-31，总持股市值约为 US$148.5亿，季度换手率为 14.7%。

机构性格雪花图

集中度
72.08
持仓稳定性
14.65
动能／逆势
100
行业集中度
42.08
多样化
100
仓位均衡度
0

近期动向

  • 减仓 IVV

    -6.1%　-US$6.6亿

  • 加仓 DYNF

    +29.1%　US$3.2亿

  • 减仓 QQQM

    +0.4%　-US$6863.7万

  • 加仓 GNR

    -1.5%　US$6133.8万

  • 减仓 EWJ

    -11.7%　-US$3094.5万

  • 加仓 SPYM

    +22.5%　US$4698.3万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1152 大持股（共 1332 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长38.42%-5.97%-6.08%
2DYNFIshrs US E F R A Etf-usd INCETF-其他11.45%+1.86%+29.08%
3QQQMInvesco Nasdaq 100 ETFETF-科技型7.63%-0.75%+0.35%
4IJHIshares Core S&p Midcap ETFETF-其他7.19%-0.02%+0.82%
5IJRIshares Core S&p Small-cap EETF-中小型股5.45%+0.03%+0.67%
6DFAIDimensional International CoETF-其他3.91%+3.91%NEW
7IWPIshares Russell Mid-cap GrowETF-其他3.41%-0.25%+2.91%
8GNRState Street Spdr S&p GlobalETF-其他2.66%+0.34%-1.45%
9EWJIshares Msci Japan ETFETF-其他2.51%-0.30%-11.72%
10SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长2.19%+0.25%+22.49%
11IEFAIshares Core Msci Eafe ETFETF-其他1.59%-0.04%-0.25%
12VOVanguard Mid-cap ETFETF-其他1.09%-0.06%-0.99%
13IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.97%+0.10%+15.30%
14IDEVIshares Core Msci Dev MktsETF-其他0.94%—+2.31%
15DEXCDimensional Em Ex Cce ETFETF-其他0.77%—-3.20%
16SPMDSs Spdr P S&p 400 Midcap ETFETF-其他0.73%+0.09%+14.91%
17SPHQInvesco S&p 500 Quality ETFETF-大型股与成长0.73%-0.03%-1.97%
18DGROIshares Core Dividend GrowthETF-其他0.72%-0.01%+0.42%
19AVESAvantis Emerging Markets ValETF-新兴市场0.72%+0.72%NEW
20IAUIshares Gold TrustETF-避险与商品0.61%-0.01%-6.47%
21DFASDimensional US Small Cap ETFETF-中小型股0.52%-0.03%-3.35%
22SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.47%-0.07%-1.15%
23IEMGIshares Core Msci EmergingETF-新兴市场0.44%+0.22%+97.22%
24VGSHVanguard Short-term TreasuryETF-政府公债0.43%-0.03%-2.57%
25VBVanguard Small-cap ETFETF-其他0.34%—-2.21%
26VNQVanguard Real Estate ETFETF-其他0.34%-0.03%-5.06%
27SPYDSs Spdr P S&p 500 Hi Div ETFETF-大型股与成长0.27%—-3.68%
28SCHDSchwab US Dvd Equity ETFETF-其他0.24%+0.02%+1.84%
29SPSMSs Spdr P S&p 600 Small CapETF-中小型股0.24%+0.03%+13.67%
30SPSBSs Spdr P St C CORP ETFETF-其他0.23%+0.02%+14.93%
31USHYIshares Broad Usd High YieldETF-非投资级债0.20%+0.02%+15.14%
32DFATDimensional US Target ValueETF-其他0.20%—-1.21%
33EMBIshares Jp Morgan Usd EmergiETF-其他0.17%+0.01%+14.76%
34DFIVDimensional International VaETF-其他0.17%—+0.71%
35INTFIshares International EquityETF-其他0.15%-0.03%-16.42%
36OMFSInvesco Rsl 2000 Dyn MltfctrETF-其他0.14%—-0.72%
37VOOVanguard S&p 500 ETFETF-大型股与成长0.14%-0.01%+2.63%
38TBLLInvesco Short Term TreasuryETF-政府公债0.11%+0.01%+6.38%
39AAPLApple INC股票-科技0.08%-0.01%-0.32%
40MSFTMicrosoft CORP股票-科技0.06%-0.02%+2.75%
41IXUSIshares Core Intl Stock ETFETF-其他0.05%—+18.89%
42XOMExxon Mobil CORP股票-能源0.05%+0.01%-4.28%
43BRK-BBerkshire Hathaway Inc-cl B股票-其他0.04%—+0.80%
44GSLCGoldman Activebeta US Lc ETFETF-避险与商品0.04%-0.01%-6.59%
45VTIVanguard Total Stock Mkt ETFETF-其他0.04%+0.02%+73.90%
46NVDANvidia CORP股票-科技0.04%—+2.72%
47AMZNAmazon.com INC股票-周期性消费0.04%—+2.47%
48CVXChevron CORP股票-能源0.03%—+0.64%
49NOCNorthrop Grumman CORP股票-工业0.03%+0.01%-0.93%
50JPMJpmorgan Chase & Co股票-金融0.02%—+3.85%
1–50 of 1,152

本季持股变动

First Command Advisory Services, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Dimensional International Co (DFAI); 新建仓: Avantis Emerging Markets Val (AVES); 新建仓: Amer Beac Glg Ntrl Rsrcs ETF (MGNR); 新建仓: Vanguard Total Bond Market (BND); 新建仓: Hbt Financial Inc/de (HBT).

First Command Advisory Services, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1DYNFIshrs US E F R A Etf-usd INC+1.9%+29.08%加仓
2GNRState Street Spdr S&p Global+0.3%-1.45%减仓
3SPYMSte Str Spdr Pt S&p 500 ETF+0.3%+22.49%加仓
4IEMGIshares Core Msci Emerging+0.2%+97.22%加仓
5IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+15.30%加仓
6SPMDSs Spdr P S&p 400 Midcap ETF+0.1%+14.91%加仓
7IJRIshares Core S&p Small-cap E0%+0.67%加仓
8SPSMSs Spdr P S&p 600 Small Cap0%+13.67%加仓
9SCHDSchwab US Dvd Equity ETF0%+1.84%加仓
10SPSBSs Spdr P St C CORP ETF0%+14.93%加仓
11USHYIshares Broad Usd High Yield0%+15.14%加仓
12VTIVanguard Total Stock Mkt ETF0%+73.90%加仓
13EMBIshares Jp Morgan Usd Emergi0%+14.76%加仓
14XOMExxon Mobil CORP0%-4.28%减仓
15DFGRDim Global Real Estate ETF0%+372.16%加仓
16TBLLInvesco Short Term Treasury0%+6.38%加仓
17NOCNorthrop Grumman CORP0%-0.93%减仓
18IDEVIshares Core Msci Dev Mkts—+2.31%加仓
19DEXCDimensional Em Ex Cce ETF—-3.20%减仓
20DFIVDimensional International Va—+0.71%加仓
21IXUSIshares Core Intl Stock ETF—+18.89%加仓
22CVXChevron CORP—+0.64%加仓
23DFATDimensional US Target Value—-1.21%减仓
24ITAIshares U.s. Aerospace & Def—+4971.19%加仓
25LMTLockheed Martin CORP—-4.18%减仓
26SPYDSs Spdr P S&p 500 Hi Div ETF—-3.68%减仓
27DGROIshares Core Dividend Growth0%+0.42%加仓
28IAUIshares Gold Trust0%-6.47%减仓
29AAPLApple INC0%-0.32%减仓
30GSLCGoldman Activebeta US Lc ETF0%-6.59%减仓
31VOOVanguard S&p 500 ETF0%+2.63%加仓
32IJHIshares Core S&p Midcap ETF0%+0.82%加仓
33MSFTMicrosoft CORP0%+2.75%加仓
34INTFIshares International Equity0%-16.42%减仓
35VNQVanguard Real Estate ETF0%-5.06%减仓
36SPHQInvesco S&p 500 Quality ETF0%-1.97%减仓
37VGSHVanguard Short-term Treasury0%-2.57%减仓
38DFASDimensional US Small Cap ETF0%-3.35%减仓
39IEFAIshares Core Msci Eafe ETF0%-0.25%减仓
40VOVanguard Mid-cap ETF-0.1%-0.99%减仓
41SPYGSs Spdr P S&p 500 Growth ETF-0.1%-1.15%减仓
42IWPIshares Russell Mid-cap Grow-0.3%+2.91%加仓
43EWJIshares Msci Japan ETF-0.3%-11.72%减仓
44QQQMInvesco Nasdaq 100 ETF-0.8%+0.35%加仓
45IVVIshares Core S&p 500 ETF-6%-6.08%减仓
46DFAIDimensional International Co—NEW新建仓
47AVESAvantis Emerging Markets Val—NEW新建仓
48MGNRAmer Beac Glg Ntrl Rsrcs ETF—NEW新建仓
49BNDVanguard Total Bond Market—NEW新建仓
50HBTHbt Financial Inc/de—NEW新建仓

FAQ

First Command Advisory Services, Inc. 是什么机构？属于哪种投资人类型？
First Command Advisory Services, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$148.5亿，分布在 1332 个已申报仓位之中。
First Command Advisory Services, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，First Command Advisory Services, Inc. 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$57.0亿 (38.4%) 2. Ishrs US E F R A Etf-usd INC (DYNF) — US$17.0亿 (11.4%) 3. Invesco Nasdaq 100 ETF (QQQM) — US$11.3亿 (7.6%) 4. Ishares Core S&p Midcap ETF (IJH) — US$10.7亿 (7.2%) 5. Ishares Core S&p Small-cap E (IJR) — US$8.1亿 (5.5%)
First Command Advisory Services, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，First Command Advisory Services, Inc. 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 25 个既有持股、减仓 20 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Dimensional International Co (DFAI); 新建仓: Avantis Emerging Markets Val (AVES); 新建仓: Amer Beac Glg Ntrl Rsrcs ETF (MGNR); 新建仓: Vanguard Total Bond Market (BND); 新建仓: Hbt Financial Inc/de (HBT)
First Command Advisory Services, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，First Command Advisory Services, Inc. 的主要板块分布如下： • Information Technology: 25.1% • Industrials: 16.5% • Financials: 11.6% • Energy: 8.9% • Consumer Staples: 8.6% • Health Care: 8.4%