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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 14
增持 57
减持 69
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
161,607
+24%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.5M
87,986
+192%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
38,787
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
MOAT
VANECK ETF TRUST
+$893.9K
63,868
+7%
减持
MSFT
MICROSOFT CORP
+$885.7K
15,238
-1%
减持
USMV
ISHARES TR
-$758.2K
51,941
-22%
建仓
DIAL
COLUMBIA ETF TR I
+$700.3K
38,795
增持
XLK
SELECT SECTOR SPDR TR
+$628.5K
19,708
+2%
增持
PULS
PGIM ETF TR
+$513.5K
43,365
+32%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$447.8K
25,684
+2%
增持
SHY
ISHARES TR
+$410.6K
15,671
+45%
减持
XOP
SPDR SER TR
-$372.3K
18,296
-6%
减持
SCHD
SCHWAB STRATEGIC TR
+$357.1K
157,628
-4%
建仓
PTRB
PGIM ETF TR
+$338.5K
8,070
增持
VHT
VANGUARD WORLD FDS
+$332.5K
14,410
+3%
减持
AAPL
APPLE INC
+$331.6K
17,781
-2%
清仓
STIP
ISHARES TR
-$322.1K
0
-100%
减持
BX
BLACKSTONE INC
+$320.1K
15,526
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$315.9K
33,175
+10%
增持
VB
VANGUARD INDEX FDS
+$312.6K
11,841
+1%
清仓
IVE
ISHARES TR
-$302.5K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$300.8K
57,925
+11%
清仓
EMC
GLOBAL X FDS
-$296.9K
0
-100%
建仓
IEF
ISHARES TR
+$293.7K
3,047
清仓
FLOT
ISHARES TR
-$291.2K
0
-100%
建仓
IJH
ISHARES TR
+$286.2K
1,033
减持
JPM
JPMORGAN CHASE & CO
+$274.9K
11,808
-1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$273.0K
18,379
+41%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$266.6K
4,472
建仓
—
LISTED FD TR
+$264.0K
6,909
减持
VTI
VANGUARD INDEX FDS
+$249.5K
10,156
-0%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$245.4K
17,873
+2%
建仓
QCOM
QUALCOMM INC
+$244.7K
1,692
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$238.2K
41,766
+13%
减持
VTV
VANGUARD INDEX FDS
-$228.4K
6,099
-26%
建仓
WFC
WELLS FARGO CO NEW
+$224.1K
4,554
建仓
VIGI
VANGUARD WHITEHALL FDS
+$223.9K
2,822
清仓
FPE
FIRST TR EXCH TRADED FD III
-$222.3K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$219.8K
37,408
+9%
清仓
SCHK
SCHWAB STRATEGIC TR
-$215.7K
0
-100%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$215.3K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$213.0K
323
建仓
GD
GENERAL DYNAMICS CORP
+$210.9K
812
建仓
DFAC
DIMENSIONAL ETF TRUST
+$208.7K
7,139
增持
QUAL
ISHARES TR
+$206.9K
11,513
+2%
清仓
WMT
WALMART INC
-$204.9K
0
-100%
建仓
QHY
WISDOMTREE TR
+$204.4K
4,500
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$202.5K
0
-100%
清仓
MINT
PIMCO ETF TR
-$200.0K
0
-100%
增持
IJR
ISHARES TR
+$189.3K
4,013
+54%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$169.7K
68,834
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$166.4K
35,879
+1%
增持
SCHQ
SCHWAB STRATEGIC TR
+$164.7K
29,609
+7%
减持
HD
HOME DEPOT INC
+$160.8K
3,787
-1%
减持
INTC
INTEL CORP
+$152.4K
11,241
-3%
增持
VOO
VANGUARD INDEX FDS
+$145.9K
1,657
+13%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$134.8K
27,223
+24%
增持
QQQ
INVESCO QQQ TR
+$134.7K
1,787
+7%
增持
SMOT
VANECK ETF TRUST
+$130.0K
12,913
+33%
增持
SCHY
SCHWAB STRATEGIC TR
+$125.0K
13,700
+49%
增持
—
SPDR SER TR
+$121.2K
9,334
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$116.2K
6,338
+13%
减持
ACWX
ISHARES TR
-$113.7K
7,324
-29%
减持
NVDA
NVIDIA CORPORATION
+$107.3K
1,788
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$107.0K
2,462
-1%
减持
CSX
CSX CORP
+$106.3K
29,202
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$105.6K
3,552
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$99.1K
8,110
-26%
增持
LOW
LOWES COS INC
+$98.8K
6,656
+0%
减持
EFAV
ISHARES TR
-$96.2K
11,946
-16%
增持
SPTL
SPDR SER TR
+$89.2K
12,367
+20%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$87.4K
5,441
-5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$83.5K
1,379
+2%
增持
HYGV
FLEXSHARES TR
+$80.1K
11,026
+18%
减持
SCHB
SCHWAB STRATEGIC TR
+$78.8K
27,925
-6%
减持
CAT
CATERPILLAR INC
+$74.3K
3,963
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$73.7K
25,271
+1%
减持
UNP
UNION PAC CORP
+$71.5K
1,716
-0%
减持
OUSM
ALPS ETF TR
+$68.5K
19,077
-1%
减持
CSCO
CISCO SYS INC
-$67.6K
8,769
-8%
增持
SGOL
ABRDN GOLD ETF TRUST
+$65.2K
19,071
+8%
减持
DIS
DISNEY WALT CO
+$63.8K
6,913
-0%
减持
AXP
AMERICAN EXPRESS CO
+$61.5K
1,612
-0%
减持
PFE
PFIZER INC
-$58.1K
10,466
-3%
增持
SO
SOUTHERN CO
+$56.7K
9,597
+1%
增持
—
EXXON MOBIL CORP
-$55.9K
3,242
+0%
减持
SMDV
PROSHARES TR
+$54.8K
6,499
-0%
增持
CMS
CMS ENERGY CORP
+$53.8K
10,144
+1%
减持
DTE
DTE ENERGY CO
+$53.6K
5,311
-1%
增持
LONZ
PIMCO ETF TR
+$53.4K
5,330
+24%
减持
CVX
CHEVRON CORP NEW
-$51.8K
1,854
-5%
减持
GLD
SPDR GOLD TR
+$50.4K
3,085
-2%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$50.3K
4,180
-30%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$48.5K
21,635
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$47.6K
9,506
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$47.2K
45,323
-1%
增持
SIVR
ABRDN SILVER ETF TRUST
+$47.1K
24,652
+2%
减持
PAVE
GLOBAL X FDS
+$44.8K
12,082
-1%
增持
VGT
VANGUARD WORLD FDS
+$44.5K
632
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$43.5K
6,308
-25%
减持
SPYV
SPDR SER TR
+$42.9K
9,337
-2%
减持
ADBE
ADOBE INC
+$42.4K
495
-0%
减持
TSLA
TESLA INC
-$42.0K
1,702
-8%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$41.7K
5,060
-0%
减持
NOBL
PROSHARES TR
+$40.7K
6,155
-0%
减持
AFL
AFLAC INC
+$38.5K
6,716
-0%
增持
IGSB
ISHARES TR
+$38.3K
13,520
+3%
增持
MDYV
SPDR SER TR
+$37.2K
4,286
+0%
增持
SHYG
ISHARES TR
+$37.1K
6,979
+11%
减持
AMZN
AMAZON COM INC
+$36.2K
4,858
-12%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$34.8K
5,090
-6%
减持
RTX
RTX CORPORATION
+$34.2K
5,440
-8%
增持
IGIB
ISHARES TR
+$33.4K
5,041
+7%
减持
T
AT&T INC
+$33.4K
23,958
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$32.3K
6,813
+4%
减持
MIY
BLACKROCK MUNIYIELD MICH QU
+$31.3K
24,943
-2%
增持
MRK
MERCK & CO INC
+$30.8K
5,031
+0%
增持
VUG
VANGUARD INDEX FDS
+$30.7K
789
+0%
增持
QYLD
GLOBAL X FDS
+$29.5K
13,434
+11%
减持
SCHH
SCHWAB STRATEGIC TR
+$28.8K
10,061
-1%
增持
SCHV
SCHWAB STRATEGIC TR
+$28.0K
4,605
+1%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$27.8K
8,149
-12%
减持
STWD
STARWOOD PPTY TR INC
+$27.2K
17,477
-1%
减持
VO
VANGUARD INDEX FDS
+$27.0K
1,193
-1%
减持
PG
PROCTER AND GAMBLE CO
-$25.4K
4,436
-4%
减持
PBA
PEMBINA PIPELINE CORP
+$23.4K
9,760
-6%
增持
LQD
ISHARES TR
+$22.8K
2,531
+0%
减持
GOOGL
ALPHABET INC
+$22.6K
2,821
-1%
增持
SYK
STRYKER CORPORATION
+$22.3K
848
+0%
减持
DEM
WISDOMTREE TR
+$22.0K
7,236
-0%
减持
GE
GENERAL ELECTRIC CO
+$22.0K
1,838
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$22.0K
14,519
-9%
增持
ICVT
ISHARES TR
+$21.8K
4,705
+0%
减持
SPYG
SPDR SER TR
+$21.6K
5,101
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$21.2K
9,448
-2%
增持
SPIB
SPDR SER TR
+$20.7K
14,367
+0%
减持
ENB
ENBRIDGE INC
+$20.4K
7,503
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$19.4K
1,962
-12%
减持
EFA
ISHARES TR
+$19.0K
4,463
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$17.9K
10,479
+1%
增持
DBEF
DBX ETF TR
+$17.8K
8,489
+0%
减持
SCHF
SCHWAB STRATEGIC TR
+$17.6K
26,439
-6%
减持
META
META PLATFORMS INC
+$17.2K
1,174
-12%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$16.4K
11,887
+1%
减持
CWB
SPDR SER TR
-$15.8K
6,537
-9%
减持
PFFD
GLOBAL X FDS
+$15.5K
26,766
-0%
减持
IWM
ISHARES TR
+$14.0K
1,266
-7%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$13.7K
13,948
-11%
增持
FSK
FS KKR CAP CORP
+$13.6K
40,119
+0%
减持
LMT
LOCKHEED MARTIN CORP
+$13.4K
856
-7%
