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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 14
增持 84
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
BND
VANGUARD BD INDEX FDS
+$1.9M
25,555
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
49,082
+74%
增持
MSFT
MICROSOFT CORP
+$907.2K
15,461
+2%
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。
增持
DFCF
DIMENSIONAL ETF TRUST
+$664.8K
25,375
+174%
减持
USMV
ISHARES TR
-$594.4K
75,825
-11%
增持
AAPL
APPLE INC
+$544.5K
18,516
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$536.7K
25,436
+191%
增持
XLK
SELECT SECTOR SPDR TR
+$443.0K
18,625
+1%
增持
—
SPDR SER TR
+$344.3K
6,900
+112%
增持
DFSD
DIMENSIONAL ETF TRUST
+$313.8K
47,877
+17%
建仓
EMC
GLOBAL X FDS
+$311.9K
12,506
减持
MOAT
VANECK ETF TRUST
+$301.5K
52,681
-0%
减持
XOP
SPDR SER TR
-$292.3K
19,138
-11%
增持
HD
HOME DEPOT INC
+$283.0K
4,009
+23%
增持
SCHM
SCHWAB STRATEGIC TR
+$254.6K
59,268
+2%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$249.2K
0
-100%
减持
MINT
PIMCO ETF TR
-$248.9K
10,538
-20%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$246.9K
505
清仓
LIT
GLOBAL X FDS
-$244.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$244.7K
1,675
+0%
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$244.4K
0
-100%
建仓
PFXF
VANECK ETF TRUST
+$239.6K
13,561
增持
VOO
VANGUARD INDEX FDS
+$236.8K
1,368
+61%
建仓
LQD
ISHARES TR
+$234.3K
2,166
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$230.8K
9,218
建仓
SHYG
ISHARES TR
+$228.6K
5,516
建仓
GOOG
ALPHABET INC
+$226.0K
1,868
清仓
TGT
TARGET CORP
-$224.6K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$222.7K
13,128
-26%
清仓
CNP
CENTERPOINT ENERGY INC
-$216.6K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$215.8K
70,849
-5%
清仓
MSB
MESABI TR
-$214.0K
0
-100%
建仓
DE
DEERE & CO
+$212.1K
523
建仓
LLY
LILLY ELI & CO
+$212.0K
452
增持
DFUS
DIMENSIONAL ETF TRUST
+$211.8K
27,120
+10%
建仓
WMT
WALMART INC
+$203.2K
1,293
建仓
DFAE
DIMENSIONAL ETF TRUST
+$201.6K
8,594
清仓
QHY
WISDOMTREE TR
-$201.3K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$178.2K
9,753
+23%
减持
JPM
JPMORGAN CHASE & CO
+$177.8K
11,921
-0%
减持
STIP
ISHARES TR
-$177.1K
7,154
-19%
增持
LOW
LOWES COS INC
+$171.8K
6,645
+0%
增持
AMZN
AMAZON COM INC
+$157.0K
5,314
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$156.0K
16,166
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$155.1K
36,391
-7%
减持
T
AT&T INC
-$151.8K
24,925
-13%
增持
SCHD
SCHWAB STRATEGIC TR
+$150.2K
168,630
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$145.4K
21,614
+31%
增持
SCHF
SCHWAB STRATEGIC TR
+$131.1K
29,969
+11%
减持
CSX
CSX CORP
+$122.1K
30,027
-0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$118.6K
24,888
-2%
增持
PAVE
GLOBAL X FDS
+$117.6K
13,248
+26%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$111.4K
17,940
+2%
增持
VB
VANGUARD INDEX FDS
+$111.2K
11,548
+0%
增持
F
FORD MTR CO DEL
+$105.6K
40,754
+0%
增持
TSLA
TESLA INC
+$105.0K
1,830
+1%
增持
OUSM
ALPS ETF TR
+$104.7K
18,935
+13%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$97.7K
6,696
+3%
增持
BX
BLACKSTONE INC
+$97.0K
16,312
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$93.6K
3,308
-1%
增持
IGSB
ISHARES TR
+$92.7K
9,912
+24%
减持
VTI
VANGUARD INDEX FDS
+$84.5K
9,885
-4%
减持
QQQ
INVESCO QQQ TR
+$84.4K
1,779
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$73.5K
2,565
-1%
增持
CAT
CATERPILLAR INC
+$72.8K
4,064
+0%
减持
GNL
GLOBAL NET LEASE INC
-$65.2K
25,003
-0%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$63.4K
5,167
-15%
减持
QUAL
ISHARES TR
+$61.2K
11,065
-4%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$61.1K
5,954
+2%
减持
VHT
VANGUARD WORLD FDS
+$60.1K
13,125
-1%
减持
XLP
SELECT SECTOR SPDR TR
-$59.3K
3,034
-20%
增持
ICVT
ISHARES TR
+$57.7K
4,209
+16%
减持
SHY
ISHARES TR
-$55.4K
19,716
-2%
增持
FSK
FS KKR CAP CORP
+$55.0K
39,189
+4%
减持
ABBV
ABBVIE INC
-$52.3K
1,997
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$50.6K
5,314
-0%
增持
NOBL
PROSHARES TR
+$50.1K
6,673
+5%
减持
SCHB
SCHWAB STRATEGIC TR
+$47.8K
27,121
-4%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$46.2K
19,494
+10%
增持
EFAV
ISHARES TR
+$42.4K
14,361
+5%
减持
GLDM
WORLD GOLD TR
-$40.8K
22,091
-2%
增持
CHD
CHURCH & DWIGHT CO INC
+$40.2K
3,332
+0%
增持
VUG
VANGUARD INDEX FDS
+$40.1K
923
+4%
增持
VTV
VANGUARD INDEX FDS
+$38.3K
8,943
+0%
建仓
—
NORDIC AMERICAN TANKERS LIMI
+$37.8K
10,300
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$35.6K
5,363
-7%
增持
REGL
PROSHARES TR
+$35.5K
15,138
+4%
减持
MRK
MERCK & CO INC
+$35.5K
4,943
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$34.8K
2,998
+8%
增持
JNJ
JOHNSON & JOHNSON
+$34.8K
3,293
+0%
增持
STWD
STARWOOD PPTY TR INC
+$34.6K
17,472
+2%
增持
DOW
DOW INC
+$34.2K
6,833
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$33.9K
6,462
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$33.1K
5,903
+2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$29.1K
1,569
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$28.3K
12,814
-9%
增持
PFFV
GLOBAL X FDS
+$27.0K
10,465
+16%
增持
DIS
DISNEY WALT CO
-$26.5K
6,874
+8%
增持
PFE
PFIZER INC
-$26.1K
10,825
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$22.6K
5,905
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$21.9K
10,760
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$21.8K
1,505
-1%
增持
PEP
PEPSICO INC
+$21.8K
1,269
+8%
增持
CVX
CHEVRON CORP NEW
+$21.7K
1,963
+12%
增持
SPIB
SPDR SER TR
+$21.5K
12,681
+7%
增持
CSCO
CISCO SYS INC
+$21.1K
9,606
+6%
减持
OGIG
ALPS ETF TR
+$21.0K
6,918
-1%
减持
CWB
SPDR SER TR
+$20.1K
7,390
-0%
减持
WFC
WELLS FARGO CO NEW
+$20.0K
5,230
-4%
增持
IVE
ISHARES TR
+$19.0K
1,966
+0%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$18.8K
7,172
-5%
增持
DEM
WISDOMTREE TR
+$18.5K
7,153
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$18.0K
2,207
+4%
减持
IHI
ISHARES TR
-$17.9K
5,277
-10%
增持
SYK
STRYKER CORPORATION
+$16.9K
845
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$16.7K
9,813
-0%
增持
QCOM
QUALCOMM INC
-$16.2K
1,928
+0%
增持
SGOL
ABRDN GOLD ETF TRUST
+$16.0K
16,097
+9%
增持
PG
PROCTER AND GAMBLE CO
+$15.6K
4,556
+0%
增持
VO
VANGUARD INDEX FDS
+$14.4K
1,468
+0%
增持
DTE
DTE ENERGY CO
+$13.6K
5,332
+2%
建仓
—
VERU INC
+$13.1K
11,000
增持
IWM
ISHARES TR
+$12.3K
1,359
+0%
增持
ACWX
ISHARES TR
+$12.2K
10,371
+1%
增持
EFA
ISHARES TR
+$12.1K
4,210
+3%
增持
SO
SOUTHERN CO
+$12.1K
9,426
+1%
增持
VPU
VANGUARD WORLD FDS
-$11.6K
2,329
+0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$11.4K
5,091
-1%
减持
MDLZ
MONDELEZ INTL INC
+$11.4K
3,894
-0%
增持
PFFD
GLOBAL X FDS
+$10.5K
26,599
+5%
增持
LMT
LOCKHEED MARTIN CORP
-$9.8K
899
+0%
增持
MO
ALTRIA GROUP INC
+$9.4K
8,282
+1%
减持
GOVT
ISHARES TR
-$9.0K
10,135
-2%
增持
SCHV
SCHWAB STRATEGIC TR
+$8.7K
4,568
+1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$8.5K
6,199
-1%
增持
TIP
ISHARES TR
-$8.3K
4,024
+0%
减持
GE
GENERAL ELECTRIC CO
+$8.3K
1,917
-9%
增持
SIVR
ABRDN SILVER ETF TRUST
-$7.9K
23,629
+4%
增持
GLD
SPDR GOLD TR
+$7.8K
3,417
+4%
减持
SPYD
SPDR SER TR
-$7.6K
5,426
-1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$7.3K
12,453
-1%
增持
SMDV
PROSHARES TR
-$7.2K
6,610
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$7.1K
5,990
-1%
增持
CMS
CMS ENERGY CORP
-$6.6K
9,626
+3%
增持
UNP
UNION PAC CORP
+$6.2K
1,724
+0%
增持
—
KELLOGG CO
+$5.5K
4,087
+1%
增持
PBA
PEMBINA PIPELINE CORP
-$5.5K
10,999
+1%
增持
FLOT
ISHARES TR
+$5.5K
5,820
+1%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$4.5K
4,944
+2%
减持
INTC
INTEL CORP
+$4.5K
11,994
-1%
