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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 17
增持 83
减持 49
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.4M
123,254
+40%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$1.4M
26,448
增持
MOAT
VANECK ETF TRUST
+$1.1M
72,692
+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。
减持
XOP
SPDR SER TR
-$1.1M
8,995
-51%
增持
BND
VANGUARD BD INDEX FDS
+$888.6K
175,889
+9%
增持
DFUS
DIMENSIONAL ETF TRUST
+$806.7K
44,334
+34%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$724.4K
62,767
+62%
增持
SCHD
SCHWAB STRATEGIC TR
+$716.0K
157,710
+0%
增持
SHY
ISHARES TR
+$672.0K
23,938
+53%
减持
MSFT
MICROSOFT CORP
+$658.7K
15,186
-0%
减持
NVDA
NVIDIA CORPORATION
+$582.0K
1,624
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$567.1K
20,937
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$542.7K
31,250
+70%
增持
VHT
VANGUARD WORLD FD
+$523.4K
15,289
+6%
增持
DIAL
COLUMBIA ETF TR I
+$440.2K
64,140
+65%
建仓
MBSF
VALUED ADVISERS TR
+$425.3K
16,825
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$424.0K
12,148
增持
DFSD
DIMENSIONAL ETF TRUST
+$409.5K
66,593
+15%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$402.0K
16,421
增持
CAT
CATERPILLAR INC
+$390.7K
4,264
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$385.7K
26,079
+2%
增持
PULS
PGIM ETF TR
+$363.4K
50,408
+16%
增持
VB
VANGUARD INDEX FDS
+$358.6K
12,620
+7%
增持
QUAL
ISHARES TR
+$351.7K
12,447
+8%
增持
AAPL
APPLE INC
-$341.3K
17,973
+1%
增持
SMOT
VANECK ETF TRUST
+$327.0K
21,513
+67%
增持
VTI
VANGUARD INDEX FDS
+$323.8K
10,516
+4%
减持
JPM
JPMORGAN CHASE & CO
+$310.7K
11,579
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$307.6K
8,989
+42%
减持
USMV
ISHARES TR
+$286.7K
51,922
-0%
建仓
MPC
MARATHON PETE CORP
+$285.3K
1,416
建仓
HYEM
VANECK ETF TRUST
+$280.4K
14,698
建仓
HYMB
SPDR SER TR
+$240.1K
9,345
建仓
FR
FIRST INDL RLTY TR INC
+$234.9K
4,471
减持
SCHM
SCHWAB STRATEGIC TR
+$234.1K
53,791
-2%
建仓
VPLS
VANGUARD MALVERN FDS
+$229.7K
2,994
建仓
TGT
TARGET CORP
+$223.7K
1,263
建仓
MKC
MCCORMICK & CO INC
+$222.4K
2,896
建仓
FLTR
VANECK ETF TRUST
+$221.2K
8,670
建仓
NVO
NOVO-NORDISK A S
+$218.3K
1,700
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$218.0K
3,531
-1%
建仓
IYW
ISHARES TR
+$217.1K
1,608
建仓
ABT
ABBOTT LABS
+$215.8K
1,899
增持
LOW
LOWES COS INC
+$215.4K
6,661
+0%
建仓
VYM
VANGUARD WHITEHALL FDS
+$214.3K
1,771
增持
HD
HOME DEPOT INC
+$203.8K
3,952
+4%
增持
SCHY
SCHWAB STRATEGIC TR
+$203.8K
22,287
+63%
建仓
EQR
EQUITY RESIDENTIAL
+$203.7K
3,228
减持
DIS
DISNEY WALT CO
+$202.7K
6,757
-2%
减持
VTV
VANGUARD INDEX FDS
-$202.5K
4,355
-29%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$201.5K
37,190
+4%
增持
MRK
MERCK & CO INC
+$183.5K
5,547
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$179.9K
14,589
+0%
清仓
ETG
EATON VANCE TX ADV GLBL DIV
-$174.1K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$170.9K
1,564
+13%
增持
DFAU
DIMENSIONAL ETF TRUST
+$160.9K
38,443
+3%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$146.4K
69,085
+0%
减持
META
META PLATFORMS INC
+$142.8K
1,150
-2%
减持
SCHB
SCHWAB STRATEGIC TR
+$134.1K
27,660
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$133.1K
5,357
-2%
减持
CMS
CMS ENERGY CORP
-$131.6K
7,581
-25%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$129.3K
17,862
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$126.0K
45,245
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$120.3K
2,467
+0%
增持
GLDM
WORLD GOLD TR
+$119.0K
19,643
+8%
增持
SCHQ
SCHWAB STRATEGIC TR
+$114.9K
34,202
+16%
减持
SPTL
SPDR SER TR
-$112.2K
8,829
-29%
增持
LLY
ELI LILLY & CO
+$110.4K
566
+0%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$101.6K
8,504
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$99.0K
14,223
+36%
增持
TSLA
TESLA INC
-$96.3K
1,858
+9%
减持
AMZN
AMAZON COM INC
+$87.7K
4,578
-6%
增持
SYK
STRYKER CORPORATION
+$85.7K
949
+12%
增持
DFAI
DIMENSIONAL ETF TRUST
+$72.1K
26,336
+4%
减持
INTC
INTEL CORP
-$70.6K
11,189
-0%
增持
PFFD
GLOBAL X FDS
+$68.5K
29,154
+9%
增持
SO
SOUTHERN CO
+$68.0K
10,329
+8%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$67.6K
29,753
+9%
增持
MO
ALTRIA GROUP INC
+$65.5K
9,306
+10%
增持
AXP
AMERICAN EXPRESS CO
+$65.2K
1,613
+0%
减持
CSX
CSX CORP
+$64.7K
29,057
-0%
减持
OUSM
ALPS ETF TR
+$64.1K
19,064
-0%
减持
RTX
RTX CORPORATION
+$62.8K
5,336
-2%
减持
PG
PROCTER AND GAMBLE CO
+$62.5K
4,392
-1%
增持
ABBV
ABBVIE INC
+$62.3K
1,837
+5%
减持
PAVE
GLOBAL X FDS
+$62.1K
12,019
-1%
增持
REGL
PROSHARES TR
+$62.0K
12,093
+0%
减持
VOO
VANGUARD INDEX FDS
+$59.7K
1,629
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$58.6K
4,296
-15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$56.9K
9,897
+4%
增持
GLD
SPDR GOLD TR
+$54.6K
3,132
+2%
增持
GNL
GLOBAL NET LEASE INC
-$54.0K
25,245
+0%
减持
ADBE
ADOBE INC
-$52.1K
482
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$50.3K
21,971
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$47.8K
5,044
+13%
减持
KR
KROGER CO
+$47.2K
4,845
-4%
减持
—
EXXON MOBIL CORP
+$41.1K
3,143
-3%
增持
NOBL
PROSHARES TR
+$40.1K
6,173
+0%
增持
KO
COCA COLA CO
+$38.8K
5,322
+9%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$36.1K
13,965
+0%
减持
QQQ
INVESCO QQQ TR
+$35.7K
1,728
-3%
增持
JNJ
JOHNSON & JOHNSON
+$35.6K
3,333
+6%
增持
CHD
CHURCH & DWIGHT CO INC
+$32.8K
3,294
+0%
减持
QCOM
QUALCOMM INC
+$30.7K
1,626
-4%
减持
F
FORD MTR CO DEL
-$29.6K
35,171
-14%
增持
SGOL
ABRDN GOLD ETF TRUST
+$29.2K
19,100
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$29.0K
6,320
+0%
增持
COST
COSTCO WHSL CORP NEW
+$28.1K
329
+2%
增持
IJH
ISHARES TR
+$27.7K
5,168
+400%
减持
WFC
WELLS FARGO CO NEW
+$26.8K
4,329
-5%
增持
VGT
VANGUARD WORLD FD
+$26.2K
634
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$25.7K
12,199
+0%
增持
QYLD
GLOBAL X FDS
+$25.2K
14,413
+7%
增持
DOW
DOW INC
+$25.0K
6,531
+1%
增持
ENB
ENBRIDGE INC
+$24.9K
8,158
+9%
增持
AFL
AFLAC INC
+$23.1K
6,722
+0%
增持
MDLZ
MONDELEZ INTL INC
+$22.9K
4,077
+13%
减持
SCHF
SCHWAB STRATEGIC TR
+$22.3K
25,615
-3%
增持
VO
VANGUARD INDEX FDS
+$21.4K
1,197
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$21.1K
3,005
+6%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$20.4K
2,552
+0%
增持
—
SPDR SER TR
+$20.1K
9,677
+4%
减持
STWD
STARWOOD PPTY TR INC
-$19.8K
17,096
-2%
减持
SIVR
ABRDN SILVER ETF TRUST
+$19.8K
24,407
-1%
减持
XLV
SELECT SECTOR SPDR TR
+$18.5K
1,936
-1%
减持
PBA
PEMBINA PIPELINE CORP
-$17.9K
9,000
-8%
减持
EFAV
ISHARES TR
-$17.8K
11,435
-4%
减持
EFA
ISHARES TR
+$17.6K
4,431
-1%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$16.9K
4,845
-5%
增持
CVX
CHEVRON CORP NEW
+$16.8K
1,860
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$15.8K
41,898
+0%
减持
SMDV
PROSHARES TR
-$15.4K
6,359
-2%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$14.9K
4,797
-4%
增持
PTRB
PGIM ETF TR
+$14.5K
8,487
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$14.4K
6,711
-1%
增持
FSK
FS KKR CAP CORP
-$14.0K
41,279
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$13.6K
5,072
+0%
增持
LONZ
PIMCO ETF TR
+$13.6K
5,526
+4%
增持
—
LISTED FD TR
+$13.3K
7,095
+3%
增持
IWM
ISHARES TR
+$12.4K
1,268
+0%
减持
PFE
PFIZER INC
-$12.2K
10,419
-0%
增持
MDYV
SPDR SER TR
+$12.0K
4,296
+0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$11.9K
3,972
-5%
减持
IHI
ISHARES TR
+$11.6K
4,311
-3%
增持
ICVT
ISHARES TR
+$11.2K
4,772
+1%
增持
DTE
DTE ENERGY CO
+$11.0K
5,320
+0%
减持
TIP
ISHARES TR
-$10.7K
2,056
-5%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$10.7K
5,817
-4%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$10.6K
10,330
-2%
增持
IGSB
ISHARES TR
+$9.9K
13,712
+1%
