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Acorn Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Acorn Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001730610

持仓数

264

前50大市值合计

$227.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$21.7M

557,655

9.5%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$20.2M

274,366

8.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$12.6M

409,269

5.5%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$8.6M

89,402

3.8%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$8.2M

281,497

3.6%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$6.8M

31,587

3.0%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$6.2M

176,484

2.7%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$6.1M

145,216

2.7%

MSFT MICROSOFT CORP

COM

$6.1M

16,512

2.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$5.8M

43,615

2.5%

AAPL APPLE INC

COM

$5.6M

22,055

2.5%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$5.4M

145,925

2.4%

CGIC CAPITAL GROUP INTERNATIONAL

SHS

$5.2M

156,207

2.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$5.1M

15,836

2.2%

NVDA NVIDIA CORPORATION

COM

$4.8M

27,422

2.1%

EVTR MORGAN STANLEY ETF TRUST

EATON VANCE TOTA

$4.2M

83,135

1.9%

GLD SPDR GOLD TR

GOLD SHS

$4.2M

9,660

1.8%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$4.1M

86,605

1.8%

VB VANGUARD INDEX FDS

SMALL CP ETF

$4.0M

15,192

1.7%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$3.9M

127,118

1.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$3.9M

20,308

1.7%

JPM JPMORGAN CHASE & CO

COM

$3.7M

12,663

1.6%

FTCB FIRST TR EXCHANGE-TRADED FD

CORE INVESTMENT

$3.6M

174,016

1.6%

USMV ISHARES TR

MSCI USA MIN VOL

$3.6M

39,254

1.6%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$3.6M

73,014

1.6%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$3.2M

67,150

1.4%

DFGP DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS

$3.2M

58,441

1.4%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$3.0M

90,246

1.3%

QUAL ISHARES TR

MSCI USA QLT FCT

$3.0M

15,782

1.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$3.0M

46,961

1.3%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$3.0M

42,388

1.3%

CAT CATERPILLAR INC

COM

$3.0M

4,217

1.3%

MBSF VALUED ADVISERS TR

REGAN FLTG RATE

$2.9M

112,102

1.3%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$2.6M

106,161

1.2%

HYLS FIRST TR EXCHANGE-TRADED FD

FIRST TR TA HIYL

$2.6M

64,422

1.1%

SLV ISHARES SILVER TR

ISHARES

$2.6M

37,969

1.1%

AVGO BROADCOM INC

COM

$2.5M

8,149

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.4M

5,059

1.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.4M

12,266

1.1%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.2M

42,710

1.0%

AMZN AMAZON COM INC

COM

$2.0M

9,467

0.9%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$2.0M

3,171

0.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$1.9M

33,908

0.8%

SIVR ABRDN SILVER ETF TRUST

PHYSCL SILVR SHS

$1.9M

26,459

0.8%

CGNG CAPITAL GROUP NEW GEOGRAPHY

SHS

$1.9M

59,590

0.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.9M

3,148

0.8%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$1.8M

46,006

0.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.8M

2,720

0.8%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$1.7M

54,291

0.8%

BX BLACKSTONE INC

COM

$1.7M

15,078

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

DFAC9.5%BND8.9%SCHD5.5%MOAT3.8%SCHG3.6%VIG3.0%