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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 19
增持 62
减持 58
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$7.2M
129,959
+409%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
37,061
-48%
增持
PULS
PGIM ETF TR
+$1.1M
32,901
+189%
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
SCHQ
SCHWAB STRATEGIC TR
+$874.0K
27,590
减持
MINT
PIMCO ETF TR
-$851.2K
1,997
-81%
减持
USMV
ISHARES TR
-$824.9K
66,471
-12%
减持
SHY
ISHARES TR
-$723.5K
10,807
-45%
减持
SCHD
SCHWAB STRATEGIC TR
-$602.8K
164,543
-2%
减持
AAPL
APPLE INC
-$499.8K
18,058
-2%
减持
MSFT
MICROSOFT CORP
-$420.6K
15,343
-1%
增持
XOP
SPDR SER TR
+$411.6K
19,452
+2%
建仓
SPYV
SPDR SER TR
+$392.5K
9,513
减持
STIP
ISHARES TR
-$376.1K
3,323
-54%
建仓
HYGV
FLEXSHARES TR
+$370.5K
9,319
增持
MOAT
VANECK ETF TRUST
+$323.1K
59,686
+13%
建仓
SPYG
SPDR SER TR
+$310.3K
5,234
建仓
SPDW
SPDR INDEX SHS FDS
+$300.1K
9,678
建仓
DBEF
DBX ETF TR
+$296.1K
8,484
建仓
SMOT
VANECK ETF TRUST
+$276.8K
9,738
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$271.1K
45,642
-7%
建仓
SPTL
SPDR SER TR
+$269.7K
10,312
清仓
BSV
VANGUARD BD INDEX FDS
-$263.4K
0
-100%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$242.7K
4,085
增持
DFAU
DIMENSIONAL ETF TRUST
+$235.8K
34,190
+34%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$230.8K
0
-100%
清仓
QCOM
QUALCOMM INC
-$229.5K
0
-100%
建仓
IGIB
ISHARES TR
+$228.7K
4,701
清仓
XLP
SELECT SECTOR SPDR TR
-$225.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$223.2K
0
-100%
清仓
OGIG
ALPS ETF TR
-$221.4K
0
-100%
建仓
MSB
MESABI TR
+$220.8K
11,000
建仓
SCHK
SCHWAB STRATEGIC TR
+$215.7K
5,223
建仓
LONZ
PIMCO ETF TR
+$215.7K
4,288
清仓
HSY
HERSHEY CO
-$215.5K
0
-100%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$215.2K
0
-100%
建仓
SCHY
SCHWAB STRATEGIC TR
+$211.9K
9,213
清仓
DJD
INVESCO EXCHANGE TRADED FD T
-$211.0K
0
-100%
建仓
SPMB
SPDR SER TR
+$208.6K
10,028
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$203.9K
35,410
-3%
建仓
QYLD
GLOBAL X FDS
+$203.5K
12,134
增持
DFSD
DIMENSIONAL ETF TRUST
+$203.2K
52,227
+9%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$202.5K
111
清仓
SPYD
SPDR SER TR
-$201.2K
0
-100%
减持
TIP
ISHARES TR
-$196.0K
2,285
-43%
减持
BX
BLACKSTONE INC
+$196.0K
15,984
-2%
建仓
PGHY
INVESCO EXCH TRADED FD TR II
+$193.2K
10,225
建仓
SCHH
SCHWAB STRATEGIC TR
+$179.5K
10,114
减持
REGL
PROSHARES TR
-$175.6K
13,308
-12%
增持
IGSB
ISHARES TR
+$157.6K
13,143
+33%
增持
DFCF
DIMENSIONAL ETF TRUST
+$156.4K
30,103
+19%
减持
RTX
RTX CORPORATION
-$155.0K
5,885
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$149.9K
16,014
-1%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$140.0K
17,510
-2%
减持
VTV
VANGUARD INDEX FDS
-$130.7K
8,267
-8%
增持
—
SPDR SER TR
+$127.4K
8,687
+26%
减持
CSX
CSX CORP
-$117.8K
29,468
-2%
增持
LOW
LOWES COS INC
-$117.3K
6,652
+0%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$115.5K
68,620
+925%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$113.9K
25,284
+2%
减持
F
FORD MTR CO DEL
-$113.2K
40,528
-1%
减持
SCHF
SCHWAB STRATEGIC TR
-$108.8K
28,257
-6%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$104.6K
1,349
-10%
增持
DFUS
DIMENSIONAL ETF TRUST
+$97.5K
30,152
+11%
减持
CAT
CATERPILLAR INC
+$97.4K
4,020
-1%
减持
HD
HOME DEPOT INC
-$93.8K
3,811
-5%
增持
LLY
ELI LILLY & CO
+$91.6K
565
+25%
减持
GLDM
WORLD GOLD TR
-$90.1K
20,494
-7%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$85.9K
22,171
-3%
减持
NOBL
PROSHARES TR
-$83.9K
6,157
-8%
增持
VB
VANGUARD INDEX FDS
-$83.3K
11,707
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$80.2K
10,868
-13%
减持
SPY
SPDR S&P 500 ETF TR
-$74.0K
2,487
-3%
增持
SCHB
SCHWAB STRATEGIC TR
+$73.6K
29,604
+9%
增持
XLK
SELECT SECTOR SPDR TR
-$73.2K
19,306
+4%
减持
VO
VANGUARD INDEX FDS
-$72.7K
1,203
-18%
增持
SCHM
SCHWAB STRATEGIC TR
-$70.3K
61,162
+3%
减持
GLD
SPDR GOLD TR
-$69.8K
3,146
-8%
增持
NVDA
NVIDIA CORPORATION
+$69.7K
1,789
+7%
增持
VHT
VANGUARD WORLD FDS
+$66.9K
13,952
+6%
减持
QQQ
INVESCO QQQ TR
-$60.1K
1,666
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$59.6K
24,898
+15%
减持
JNJ
JOHNSON & JOHNSON
-$57.7K
3,129
-5%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$57.0K
9,255
-5%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$56.9K
21,891
+12%
减持
IHI
ISHARES TR
-$56.7K
4,974
-6%
增持
DTE
DTE ENERGY CO
-$54.6K
5,358
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$54.2K
9,588
-2%
增持
DIS
DISNEY WALT CO
-$53.3K
6,914
+1%
增持
MRK
MERCK & CO INC
-$52.7K
5,029
+2%
增持
FTNT
FORTINET INC
-$52.6K
5,061
+9%
增持
AFL
AFLAC INC
+$46.9K
6,717
+0%
减持
VUG
VANGUARD INDEX FDS
-$46.6K
787
-15%
增持
SO
SOUTHERN CO
-$46.0K
9,521
+1%
减持
EFAV
ISHARES TR
-$44.8K
14,176
-1%
减持
PAVE
GLOBAL X FDS
-$44.8K
12,231
-8%
增持
SPIB
SPDR SER TR
+$43.8K
14,341
+13%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$40.7K
5,420
-9%
增持
AXP
AMERICAN EXPRESS CO
-$39.9K
1,613
+0%
增持
LMT
LOCKHEED MARTIN CORP
-$39.0K
916
+2%
增持
PFE
PFIZER INC
-$37.7K
10,834
+0%
减持
—
KELLANOVA
-$36.5K
4,015
-2%
增持
—
EXXON MOBIL CORP
+$36.2K
3,232
+1%
增持
FSK
FS KKR CAP CORP
+$36.0K
40,001
+2%
增持
GOOGL
ALPHABET INC
+$34.8K
2,839
+1%
减持
CHD
CHURCH & DWIGHT CO INC
-$33.6K
3,278
-2%
减持
PBA
PEMBINA PIPELINE CORP
-$33.3K
10,396
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.2K
3,315
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$33.1K
10,401
+21%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$33.1K
13,001
-1%
增持
VPU
VANGUARD WORLD FDS
-$33.0K
2,337
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$31.4K
6,579
+2%
增持
VGT
VANGUARD WORLD FDS
+$30.9K
630
+21%
增持
CMS
CMS ENERGY CORP
-$30.2K
10,079
+5%
减持
MDLZ
MONDELEZ INTL INC
-$29.6K
3,666
-6%
减持
CWB
SPDR SER TR
-$29.4K
7,190
-3%
减持
T
AT&T INC
-$28.9K
24,540
-2%
增持
SHYG
ISHARES TR
+$28.9K
6,278
+14%
增持
ENB
ENBRIDGE INC
-$28.1K
7,529
+1%
减持
KMI
KINDER MORGAN INC DEL
-$28.1K
25,430
-3%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
-$28.0K
25,386
+0%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$27.3K
10,773
-7%
增持
ICVT
ISHARES TR
+$26.6K
4,689
+11%
增持
SYK
STRYKER CORPORATION
-$26.3K
847
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$26.0K
5,054
-6%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$25.0K
6,000
-3%
增持
MO
ALTRIA GROUP INC
-$24.5K
8,339
+1%
增持
GOOG
ALPHABET INC
+$23.6K
1,893
+1%
减持
SMDV
PROSHARES TR
-$23.2K
6,500
-2%
增持
LQD
ISHARES TR
+$23.0K
2,522
+16%
减持
KO
COCA COLA CO
-$22.0K
5,053
-0%
增持
VOO
VANGUARD INDEX FDS
+$20.5K
1,471
+8%
减持
XLF
SELECT SECTOR SPDR TR
-$20.4K
8,462
-5%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$19.9K
15,687
+900%
减持
CVX
CHEVRON CORP NEW
+$19.4K
1,947
-1%
增持
VTI
VANGUARD INDEX FDS
-$17.7K
10,168
+3%
增持
BA
BOEING CO
-$17.5K
1,375
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$17.2K
2,936
-2%
增持
GNL
GLOBAL NET LEASE INC
-$16.7K
25,007
+0%
增持
PEP
PEPSICO INC
-$16.6K
1,289
+2%
增持
OUSM
ALPS ETF TR
-$16.0K
19,337
+2%
增持
MDYV
SPDR SER TR
-$16.0K
4,275
+0%
增持
PG
PROCTER AND GAMBLE CO
-$15.9K
4,631
+2%
增持
SGOL
ABRDN GOLD ETF TRUST
+$15.6K
17,595
+9%
增持
TSLA
TESLA INC
-$14.1K
1,858
+2%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$14.1K
11,814
+1%
减持
CSCO
CISCO SYS INC
+$13.6K
9,498
-1%
增持
PFFV
GLOBAL X FDS
+$13.6K
10,770
+3%
减持
GOVT
ISHARES TR
-$13.2K
9,934
-2%
清仓
—
VERU INC
-$13.1K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$12.9K
4,267
-5%
