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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
$227.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 14
增持 68
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
SHY
ISHARES TR
+$1.7M
20,131
减持
FLOT
ISHARES TR
-$1.7M
5,761
-85%
减持
USMV
ISHARES TR
-$982.6K
85,654
-14%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
USOI
CREDIT SUISSE NASSAU BRANCH
+$728.5K
9,370
增持
AAPL
APPLE INC
+$696.0K
18,478
+2%
减持
SCHD
SCHWAB STRATEGIC TR
-$566.2K
165,333
-1%
减持
MSFT
MICROSOFT CORP
+$502.9K
15,116
-6%
减持
XLK
SELECT SECTOR SPDR TR
+$476.1K
18,509
-1%
减持
MOAT
VANECK ETF TRUST
+$433.9K
52,850
-1%
建仓
—
SPDR SER TR
+$315.7K
3,248
建仓
META
META PLATFORMS INC
+$286.3K
1,351
增持
BX
BLACKSTONE INC
+$268.5K
16,160
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$263.9K
28,184
+20%
清仓
AOM
ISHARES TR
-$263.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$221.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$220.9K
886
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$219.8K
5,141
建仓
HSY
HERSHEY CO
+$218.7K
860
清仓
GD
GENERAL DYNAMICS CORP
-$217.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$215.8K
1,670
-2%
建仓
MSB
MESABI TR
+$214.0K
8,500
建仓
PFFV
GLOBAL X FDS
+$206.7K
9,042
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$206.5K
4,826
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$206.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$202.2K
2,115
建仓
QHY
WISDOMTREE TR
+$201.3K
4,500
建仓
VGT
VANGUARD WORLD FDS
+$201.1K
522
建仓
OGIG
ALPS ETF TR
+$200.4K
6,970
增持
LOW
LOWES COS INC
+$192.0K
6,641
+17%
增持
IGSB
ISHARES TR
+$191.5K
8,004
+87%
增持
XOP
SPDR SER TR
-$175.1K
21,615
+0%
减持
VTV
VANGUARD INDEX FDS
-$158.5K
8,924
-10%
增持
DIS
DISNEY WALT CO
+$151.2K
6,394
+14%
减持
TSLA
TESLA INC
+$150.1K
1,803
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$149.2K
39,116
-4%
减持
STIP
ISHARES TR
-$146.7K
8,821
-16%
增持
DFUS
DIMENSIONAL ETF TRUST
+$139.3K
24,629
+7%
增持
SCHM
SCHWAB STRATEGIC TR
+$136.2K
58,294
+0%
减持
CAT
CATERPILLAR INC
-$123.8K
4,052
-8%
减持
MINT
PIMCO ETF TR
-$110.8K
13,100
-8%
增持
PFE
PFIZER INC
-$107.8K
10,373
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$95.3K
28,304
+1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$93.8K
147
+1%
减持
QQQ
INVESCO QQQ TR
+$92.7K
1,785
-1%
增持
FSK
FS KKR CAP CORP
+$92.6K
37,656
+9%
减持
AMZN
AMAZON COM INC
+$88.8K
5,187
-3%
清仓
—
OAKTREE SPECIALTY LENDING CO
-$85.0K
0
-100%
增持
INTC
INTEL CORP
+$75.5K
12,138
+0%
增持
VB
VANGUARD INDEX FDS
+$72.6K
11,530
+0%
增持
SIVR
ABRDN SILVER ETF TRUST
+$71.2K
22,682
+15%
增持
JNJ
JOHNSON & JOHNSON
-$70.7K
3,292
+0%
减持
FIW
FIRST TR EXCHANGE TRADED FD
+$69.6K
17,668
-0%
减持
MRK
MERCK & CO INC
-$68.2K
5,027
-7%
增持
HD
HOME DEPOT INC
-$66.7K
3,261
+0%
减持
JPM
JPMORGAN CHASE & CO
-$66.0K
11,941
-1%
增持
—
EXXON MOBIL CORP
+$65.8K
3,099
+25%
减持
VTI
VANGUARD INDEX FDS
+$64.8K
10,254
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$64.6K
2,598
-1%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$63.4K
17,752
+14%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$61.5K
17,811
-9%
增持
SCHG
SCHWAB STRATEGIC TR
+$59.7K
5,335
+3%
增持
VHT
VANGUARD WORLD FDS
-$55.9K
13,223
+2%
增持
SGOL
ABRDN GOLD ETF TRUST
+$54.7K
14,820
+15%
增持
GLD
SPDR GOLD TR
+$53.3K
3,282
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$52.4K
1,567
+0%
增持
CSCO
CISCO SYS INC
+$50.9K
9,103
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$50.8K
74,885
-2%
增持
AFL
AFLAC INC
-$49.8K
6,714
+0%
增持
GOOGL
ALPHABET INC
+$49.8K
2,813
+2%
减持
GLDM
WORLD GOLD TR
+$47.2K
22,558
-2%
增持
PSCH
INVESCO EXCH TRADED FD TR II
+$44.4K
1,866
+23%
减持
ACWX
ISHARES TR
-$41.7K
10,218
-14%
减持
QUAL
ISHARES TR
+$40.2K
11,536
-5%
增持
DTE
DTE ENERGY CO
-$39.0K
5,231
+0%
减持
WFC
WELLS FARGO CO NEW
-$38.8K
5,436
-7%
减持
PBA
PEMBINA PIPELINE CORP
-$38.7K
10,843
-6%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$38.1K
5,845
-5%
减持
F
FORD MTR CO DEL
+$38.0K
40,552
-0%
增持
DEM
WISDOMTREE TR
+$37.2K
6,741
+10%
减持
CSX
CSX CORP
-$37.1K
30,122
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$36.7K
9,814
+12%
增持
ICVT
ISHARES TR
+$35.6K
3,630
+11%
增持
REGL
PROSHARES TR
+$35.2K
14,533
+5%
增持
SYK
STRYKER CORPORATION
+$35.0K
844
+0%
增持
KR
KROGER CO
+$33.1K
4,783
+5%
减持
DFSD
DIMENSIONAL ETF TRUST
-$32.7K
40,833
-3%
减持
QCOM
QUALCOMM INC
+$32.7K
1,926
-1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$30.1K
22,687
+3%
减持
CVX
CHEVRON CORP NEW
-$29.8K
1,760
-0%
清仓
SRNE
SORRENTO THERAPEUTICS INC
-$29.0K
0
-100%
增持
T
AT&T INC
+$27.4K
28,538
+1%
增持
CHD
CHURCH & DWIGHT CO INC
+$26.7K
3,322
+0%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$25.0K
7,911
-7%
增持
PG
PROCTER AND GAMBLE CO
+$23.8K
4,545
+6%
增持
VOO
VANGUARD INDEX FDS
+$22.5K
852
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$22.3K
4,417
+10%
增持
GNL
GLOBAL NET LEASE INC
+$21.2K
25,055
+5%
减持
FPE
FIRST TR EXCH TRADED FD III
-$21.2K
14,274
-4%
减持
EFA
ISHARES TR
+$21.1K
4,098
-1%
增持
PAVE
GLOBAL X FDS
+$20.8K
10,540
+0%
减持
EFAV
ISHARES TR
-$20.1K
13,702
-8%
增持
LIT
GLOBAL X FDS
+$19.7K
3,850
+0%
减持
TGT
TARGET CORP
+$19.6K
1,356
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$19.5K
14,060
-0%
减持
SCHF
SCHWAB STRATEGIC TR
+$19.3K
26,934
-6%
增持
XLF
SELECT SECTOR SPDR TR
-$18.3K
9,384
+0%
增持
SMDV
PROSHARES TR
+$18.1K
6,523
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$16.9K
2,779
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$16.8K
6,452
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$16.8K
10,292
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$16.1K
5,676
+0%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
+$15.9K
6,507
-0%
减持
OUSM
ALPS ETF TR
+$15.2K
16,710
-2%
减持
DFAU
DIMENSIONAL ETF TRUST
+$14.6K
8,745
-0%
增持
KMI
KINDER MORGAN INC DEL
-$14.5K
25,898
+0%
增持
IVE
ISHARES TR
+$14.0K
1,964
+0%
增持
CMS
CMS ENERGY CORP
-$13.8K
9,321
+1%
减持
CNP
CENTERPOINT ENERGY INC
-$13.4K
7,351
-4%
增持
MDLZ
MONDELEZ INTL INC
+$12.7K
3,911
+0%
减持
DOW
DOW INC
+$12.7K
6,014
-4%
减持
TIP
ISHARES TR
+$12.4K
4,004
-1%
减持
IJR
ISHARES TR
-$12.3K
2,675
-7%
增持
VPU
VANGUARD WORLD FDS
-$11.3K
2,323
+1%
减持
PFFD
GLOBAL X FDS
+$11.3K
25,443
-0%
增持
XLV
SELECT SECTOR SPDR TR
-$11.0K
2,124
+1%
增持
SO
SOUTHERN CO
-$10.9K
9,343
+1%
减持
PULS
PGIM ETF TR
-$10.7K
11,466
-2%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
+$10.3K
25,230
+3%
减持
CWB
SPDR SER TR
+$9.8K
7,407
-2%
减持
ETG
EATON VANCE TX ADV GLBL DIV
+$9.7K
11,687
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$9.5K
896
+1%
增持
FV
FIRST TR EXCHANGE-TRADED FD
-$8.7K
6,261
+0%
增持
—
KELLOGG CO
-$8.1K
4,031
+3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$8.0K
6,122
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$7.9K
1,525
-2%
减持
ABBV
ABBVIE INC
-$7.7K
2,016
-1%
增持
SPYD
SPDR SER TR
-$7.2K
5,494
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$7.2K
16,518
-6%
增持
MDYV
SPDR SER TR
+$6.8K
4,264
+0%
增持
MO
ALTRIA GROUP INC
-$6.2K
8,198
+1%
增持
IWM
ISHARES TR
+$6.1K
1,357
+0%
减持
GOVT
ISHARES TR
+$6.1K
10,310
-0%
减持
NOBL
PROSHARES TR
-$5.9K
6,347
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$5.2K
3,467
+0%
减持
VO
VANGUARD INDEX FDS
-$5.1K
1,465
-5%
减持
SPIB
SPDR SER TR
+$4.7K
11,871
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$4.4K
6,046
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.2K
5,773
+7%
减持
IHI
ISHARES TR
-$3.2K
5,851
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.1K
25,478
-1%
