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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 89
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
208,359
+18%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.3M
155,647
+26%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
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
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
98,639
+57%
增持
MOAT
VANECK ETF TRUST
+$953.8K
86,466
+19%
增持
PULS
PGIM ETF TR
+$901.7K
68,550
+36%
增持
DFGP
DIMENSIONAL ETF TRUST
+$849.3K
42,734
+62%
减持
SCHD
SCHWAB STRATEGIC TR
-$804.7K
153,183
-3%
增持
AAPL
APPLE INC
+$784.5K
18,358
+2%
增持
NVDA
NVIDIA CORPORATION
+$728.2K
17,774
+994%
增持
DFUS
DIMENSIONAL ETF TRUST
+$667.7K
54,272
+22%
增持
MSFT
MICROSOFT CORP
+$636.0K
15,717
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$586.6K
28,685
-23%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$569.7K
53,170
+27%
建仓
IVV
ISHARES TR
+$562.3K
1,028
增持
XLK
SELECT SECTOR SPDR TR
+$485.4K
21,420
+2%
增持
QUAL
ISHARES TR
+$423.1K
14,458
+16%
减持
SCHM
SCHWAB STRATEGIC TR
-$417.0K
50,921
-5%
建仓
SCMB
SCHWAB STRATEGIC TR
+$365.1K
7,102
增持
SCHG
SCHWAB STRATEGIC TR
+$333.9K
11,576
+29%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$332.1K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$324.9K
21,692
-22%
增持
MBSF
VALUED ADVISERS TR
+$309.7K
29,012
+72%
增持
AMZN
AMAZON COM INC
+$292.4K
5,786
+26%
增持
GOOGL
ALPHABET INC
+$289.1K
3,925
+39%
建仓
WTAI
WISDOMTREE TR
+$274.2K
13,124
减持
SHY
ISHARES TR
-$273.5K
20,627
-14%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$265.6K
37,818
+21%
建仓
AVGO
BROADCOM INC
+$265.0K
165
增持
SMOT
VANECK ETF TRUST
+$263.0K
31,190
+45%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$256.9K
27,494
+5%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$254.9K
4,655
清仓
WFC
WELLS FARGO CO NEW
-$250.9K
0
-100%
清仓
SPTL
SPDR SER TR
-$246.7K
0
-100%
建仓
IVE
ISHARES TR
+$239.9K
1,318
清仓
TGT
TARGET CORP
-$223.7K
0
-100%
建仓
WMT
WALMART INC
+$221.0K
3,264
增持
LOW
LOWES COS INC
-$219.2K
6,702
+1%
清仓
ABT
ABBOTT LABS
-$215.8K
0
-100%
清仓
GOVT
ISHARES TR
-$213.5K
0
-100%
建仓
HWM
HOWMET AEROSPACE INC
+$212.0K
2,731
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$210.7K
287
清仓
SCHH
SCHWAB STRATEGIC TR
-$202.8K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$201.7K
396
清仓
QHY
WISDOMTREE TR
-$201.4K
0
-100%
增持
SCHY
SCHWAB STRATEGIC TR
+$200.3K
31,437
+41%
减持
XOP
SPDR SER TR
-$186.9K
8,295
-8%
增持
VUG
VANGUARD INDEX FDS
+$163.0K
1,162
+47%
增持
HD
HOME DEPOT INC
-$151.5K
3,964
+0%
增持
INTC
INTEL CORP
-$147.5K
11,196
+0%
减持
EFAV
ISHARES TR
-$145.0K
9,596
-16%
减持
USMV
ISHARES TR
-$144.7K
49,963
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$139.8K
5,106
-5%
增持
CAT
CATERPILLAR INC
-$138.5K
4,275
+0%
增持
COST
COSTCO WHSL CORP NEW
+$128.2K
434
+32%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$125.4K
16,987
-5%
减持
DFSD
DIMENSIONAL ETF TRUST
-$121.6K
64,063
-4%
增持
SIVR
ABRDN SILVER ETF TRUST
+$119.5K
25,165
+3%
增持
GE
GE AEROSPACE
+$114.0K
2,747
+49%
减持
CSX
CSX CORP
-$111.9K
28,855
-1%
增持
HYMB
SPDR SER TR
+$111.0K
13,799
+48%
增持
HYEM
VANECK ETF TRUST
+$108.8K
20,334
+38%
增持
VTV
VANGUARD INDEX FDS
+$104.0K
5,070
+16%
增持
VTI
VANGUARD INDEX FDS
+$102.2K
10,599
+1%
增持
VOO
VANGUARD INDEX FDS
+$99.7K
1,765
+8%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$92.0K
70,072
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$87.6K
23,735
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$86.8K
7,964
-20%
增持
BX
BLACKSTONE INC
-$79.2K
15,817
+2%
增持
IYW
ISHARES TR
+$78.2K
1,962
+22%
增持
LLY
ELI LILLY & CO
+$77.7K
572
+1%
增持
GOOG
ALPHABET INC
+$75.3K
1,982
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$72.9K
14,597
+0%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$72.8K
32,838
+10%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$72.4K
3,787
-25%
增持
VO
VANGUARD INDEX FDS
+$72.1K
1,533
+28%
增持
SPY
SPDR S&P 500 ETF TR
+$67.9K
2,496
+1%
增持
PFE
PFIZER INC
+$66.3K
12,705
+22%
增持
META
META PLATFORMS INC
+$64.8K
1,236
+7%
减持
REGL
PROSHARES TR
-$63.3K
12,046
-0%
减持
DIAL
COLUMBIA ETF TR I
-$62.4K
61,101
-5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$60.8K
39,090
+2%
增持
DIS
DISNEY WALT CO
-$59.5K
7,728
+14%
减持
SCHA
SCHWAB STRATEGIC TR
-$59.0K
11,415
-6%
减持
QQQ
INVESCO QQQ TR
+$58.3K
1,724
-0%
增持
FSK
FS KKR CAP CORP
+$55.3K
42,700
+3%
增持
FLTR
VANECK ETF TRUST
+$54.6K
10,811
+25%
增持
ABBV
ABBVIE INC
+$53.4K
2,262
+23%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$53.2K
21,464
-2%
减持
NOBL
PROSHARES TR
-$53.0K
5,961
-3%
减持
SO
SOUTHERN CO
+$50.5K
10,203
-1%
增持
QCOM
QUALCOMM INC
+$48.9K
1,628
+0%
增持
T
AT&T INC
+$48.0K
23,403
+3%
减持
ACWX
ISHARES TR
-$45.1K
6,336
-11%
减持
UNP
UNION PAC CORP
-$44.7K
1,668
-3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$44.0K
1,709
+9%
增持
GLD
SPDR GOLD TR
+$43.3K
3,198
+2%
减持
KR
KROGER CO
-$42.0K
4,703
-3%
增持
MRK
MERCK & CO INC
-$41.9K
5,574
+0%
增持
ADBE
ADOBE INC
+$41.8K
513
+6%
减持
TSLA
TESLA INC
+$40.6K
1,856
-0%
增持
FTNT
FORTINET INC
-$40.5K
5,064
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$39.4K
5,890
+17%
增持
JPM
JPMORGAN CHASE & CO.
+$38.2K
11,656
+1%
减持
PAVE
GLOBAL X FDS
-$35.0K
11,979
-0%
增持
JNJ
JOHNSON & JOHNSON
-$34.8K
3,369
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$34.6K
3,532
-14%
增持
IJR
ISHARES TR
+$34.5K
4,418
+12%
减持
DOW
DOW INC
-$34.1K
6,490
-1%
减持
SPYG
SPDR SER TR
+$33.4K
5,074
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$33.4K
45,598
+1%
增持
VHT
VANGUARD WORLD FD
-$32.9K
15,425
+1%
增持
SGOL
ETFS GOLD TR
+$32.7K
19,728
+3%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$32.4K
7,684
+11%
增持
NVO
NOVO-NORDISK A S
+$30.9K
1,746
+3%
减持
F
FORD MTR CO DEL
-$30.5K
34,814
-1%
减持
IEF
ISHARES TR
-$29.1K
2,785
-9%
减持
CWB
SPDR SER TR
-$28.7K
6,100
-5%
减持
MDLZ
MONDELEZ INTL INC
-$28.7K
3,923
-4%
增持
SHYG
ISHARES TR
+$27.5K
7,746
+10%
增持
MPC
MARATHON PETE CORP
-$25.3K
1,499
+6%
减持
KMI
KINDER MORGAN INC DEL
+$24.6K
22,735
-2%
增持
MO
ALTRIA GROUP INC
+$23.2K
9,421
+1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$23.1K
14,483
+2%
减持
AFL
AFLAC INC
+$23.0K
6,720
-0%
增持
STWD
STARWOOD PPTY TR INC
-$22.4K
17,169
+0%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$22.4K
4,511
-6%
增持
VB
VANGUARD INDEX FDS
-$22.2K
13,129
+4%
减持
MDYV
SPDR SER TR
-$21.4K
4,182
-3%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$21.1K
13,980
+0%
减持
IHI
ISHARES TR
-$20.6K
4,139
-4%
增持
OUSM
ALPS ETF TR
-$20.3K
19,191
+1%
增持
—
EXXON MOBIL CORP
+$19.5K
3,343
+6%
增持
KO
COCA COLA CO
+$18.9K
5,413
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$18.7K
3,696
+5%
增持
ENB
ENBRIDGE INC
+$18.1K
8,802
+8%
增持
PEP
PEPSICO INC
+$17.9K
1,451
+15%
增持
DFAC
DIMENSIONAL ETF TRUST
+$17.5K
7,619
+7%
建仓
—
MESA AIR GROUP INC
+$17.4K
10,200
增持
LONZ
PIMCO ETF TR
+$17.4K
5,865
+6%
增持
CVX
CHEVRON CORP NEW
+$17.0K
1,984
+7%
增持
MKC
MCCORMICK & CO INC
-$16.9K
2,898
+0%
增持
RTX
RTX CORPORATION
+$16.7K
5,351
+0%
增持
PG
PROCTER AND GAMBLE CO
+$16.7K
4,422
+1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$16.5K
16,487
+0%
减持
PFFD
GLOBAL X FDS
-$16.4K
29,030
-0%
增持
SYK
STRYKER CORPORATION
-$16.0K
951
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$15.6K
3,206
+7%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$15.1K
11,027
+9%
减持
SCHV
SCHWAB STRATEGIC TR
-$15.0K
4,193
-2%
