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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 81
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$4.5M
259,540
+25%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.7M
189,028
+21%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.2M
63,480
+49%
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
+$1.2M
89,863
+4%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.2M
32,105
清仓
XOP
SPDR SER TR
-$1.2M
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
135,170
+37%
建仓
IGLB
ISHARES TR
+$1.0M
19,097
建仓
V
VISA INC
+$749.3K
2,725
减持
SCHD
SCHWAB STRATEGIC TR
+$661.5K
148,740
-3%
清仓
AFL
AFLAC INC
-$600.2K
0
-100%
增持
PULS
PGIM ETF TR
+$575.7K
80,005
+17%
增持
AAPL
APPLE INC
+$555.4K
18,978
+3%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$494.5K
9,077
增持
USMV
ISHARES TR
+$493.3K
51,344
+3%
增持
BX
BLACKSTONE INC
+$480.9K
15,928
+1%
增持
—
EXXON MOBIL CORP
+$468.5K
7,280
+118%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$433.1K
27,528
+0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$420.7K
2,564
建仓
SLV
ISHARES SILVER TR
+$392.9K
13,828
建仓
VTEB
VANGUARD MUN BD FDS
+$378.9K
7,412
清仓
SCMB
SCHWAB STRATEGIC TR
-$365.1K
0
-100%
建仓
SPTL
SPDR SER TR
+$334.8K
11,518
建仓
BSV
VANGUARD BD INDEX FDS
+$325.4K
4,135
减持
LOW
LOWES COS INC
+$322.5K
6,646
-1%
建仓
—
DUPONT DE NEMOURS INC
+$320.2K
3,594
建仓
FPE
FIRST TR EXCH TRADED FD III
+$317.7K
17,555
建仓
DFNM
DIMENSIONAL ETF TRUST
+$317.7K
6,545
增持
VHT
VANGUARD WORLD FD
+$317.1K
15,663
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$309.8K
12,650
+9%
建仓
ABT
ABBOTT LABS
+$308.2K
2,703
建仓
DFGX
DIMENSIONAL ETF TRUST
+$293.0K
5,415
增持
VB
VANGUARD INDEX FDS
+$271.9K
13,214
+1%
建仓
—
LINDE PLC
+$269.4K
565
增持
SMOT
VANECK ETF TRUST
+$260.6K
35,897
+15%
增持
SCHG
SCHWAB STRATEGIC TR
+$260.5K
13,705
+18%
减持
IVV
ISHARES TR
-$249.5K
542
-47%
增持
HD
HOME DEPOT INC
+$248.4K
3,981
+0%
建仓
SPHY
SPDR SER TR
+$246.8K
10,264
建仓
ORCL
ORACLE CORP
+$243.9K
1,431
建仓
WFC
WELLS FARGO CO NEW
+$239.6K
4,242
建仓
SCHH
SCHWAB STRATEGIC TR
+$236.7K
10,216
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$236.3K
41,211
+9%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$231.4K
12,052
减持
SCHB
SCHWAB STRATEGIC TR
-$229.8K
17,048
-21%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$229.2K
47,281
+4%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$219.4K
6,031
建仓
ACWV
ISHARES INC
+$218.9K
1,911
增持
DIAL
COLUMBIA ETF TR I
+$218.1K
70,135
+15%
建仓
SWK
STANLEY BLACK & DECKER INC
+$216.2K
1,963
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$210.7K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
+$206.2K
50,180
-1%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$205.8K
7,431
建仓
DFSV
DIMENSIONAL ETF TRUST
+$205.7K
6,678
建仓
QHY
WISDOMTREE TR
+$205.4K
4,446
增持
IEF
ISHARES TR
+$205.1K
4,749
+71%
减持
CAT
CATERPILLAR INC
+$201.4K
4,156
-3%
建仓
—
TRANE TECHNOLOGIES PLC
+$200.6K
516
增持
NVDA
NVIDIA CORPORATION
+$196.4K
19,699
+11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$192.7K
4,866
-5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$190.7K
28,633
-0%
增持
AMZN
AMAZON COM INC
+$189.7K
7,019
+21%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$172.4K
70,639
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$164.0K
3,623
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$163.1K
11,919
+56%
增持
PG
PROCTER AND GAMBLE CO
+$159.7K
5,132
+16%
增持
MSFT
MICROSOFT CORP
-$148.0K
15,982
+2%
增持
SCHY
SCHWAB STRATEGIC TR
+$146.8K
33,923
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$145.5K
22,109
+3%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$144.6K
16,856
-1%
减持
DFUS
DIMENSIONAL ETF TRUST
+$128.3K
53,412
-2%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$120.9K
16,613
+51%
增持
AVGO
BROADCOM INC
+$117.7K
2,219
+1245%
增持
MRK
MERCK & CO INC
+$117.5K
7,111
+28%
增持
—
SPDR SER TR
+$110.4K
10,475
+7%
减持
SO
SOUTHERN CO
+$109.9K
9,994
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$108.8K
28,334
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$107.3K
7,110
+21%
增持
PFFD
GLOBAL X FDS
+$106.9K
32,639
+12%
增持
HYEM
VANECK ETF TRUST
+$104.5K
24,821
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$104.3K
871
+0%
减持
TSLA
TESLA INC
+$101.6K
1,792
-3%
增持
GLD
SPDR GOLD TR
+$100.4K
3,242
+1%
增持
SGOL
ETFS GOLD TR
+$99.1K
21,387
+8%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$96.7K
37,013
+13%
增持
DTE
DTE ENERGY CO
+$95.9K
5,328
+1%
增持
META
META PLATFORMS INC
+$94.5K
1,254
+1%
增持
IWM
ISHARES TR
+$93.6K
1,631
+24%
增持
SIVR
ABRDN SILVER ETF TRUST
+$93.5K
26,693
+6%
增持
LLY
ELI LILLY & CO
+$92.7K
689
+20%
减持
IYW
ISHARES TR
-$92.1K
1,340
-32%
减持
RTX
RTX CORPORATION
+$90.1K
5,177
-3%
增持
FTNT
FORTINET INC
+$88.0K
5,070
+0%
增持
VPLS
VANGUARD MALVERN FDS
+$87.3K
3,974
+33%
增持
INTC
INTEL CORP
-$81.5K
11,307
+1%
减持
—
KELLANOVA
+$80.6K
3,772
-3%
增持
WMT
WALMART INC
+$79.8K
3,726
+14%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$77.2K
9,050
+18%
减持
CMS
CMS ENERGY CORP
+$75.4K
7,402
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$74.9K
20,356
-14%
减持
DFAU
DIMENSIONAL ETF TRUST
+$74.8K
38,809
-1%
减持
GE
GE AEROSPACE
+$70.4K
2,689
-2%
增持
COST
COSTCO WHSL CORP NEW
+$70.4K
496
+14%
增持
PTRB
PGIM ETF TR
+$69.4K
9,732
+15%
减持
DFSD
DIMENSIONAL ETF TRUST
-$69.3K
61,619
-4%
增持
FSK
FS KKR CAP CORP
+$68.9K
46,192
+8%
增持
HYMB
SPDR SER TR
+$68.6K
15,974
+16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$66.6K
8,097
-5%
增持
CSCO
CISCO SYS INC
+$66.0K
9,179
+3%
增持
NOBL
PROSHARES TR
+$64.7K
5,974
+0%
增持
PEP
PEPSICO INC
+$64.4K
1,786
+23%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$62.4K
4,660
+23%
增持
PFXF
VANECK ETF TRUST
+$61.8K
15,995
+20%
减持
HWM
HOWMET AEROSPACE INC
+$61.7K
2,730
-0%
增持
LQD
ISHARES TR
+$61.4K
2,896
+17%
增持
SPIB
SPDR SER TR
+$59.7K
15,460
+9%
增持
ADBE
ADOBE INC
+$59.3K
665
+30%
减持
QCOM
QUALCOMM INC
-$59.1K
1,559
-4%
减持
MPC
MARATHON PETE CORP
-$58.7K
1,236
-18%
增持
ICVT
ISHARES TR
+$58.0K
5,242
+8%
增持
MO
ALTRIA GROUP INC
+$57.7K
9,537
+1%
减持
OUSM
ALPS ETF TR
+$56.0K
18,799
-2%
增持
ENB
ENBRIDGE INC
+$56.0K
9,093
+3%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$55.9K
17,912
+9%
增持
IGSB
ISHARES TR
+$55.6K
14,414
+5%
增持
MBSF
VALUED ADVISERS TR
+$55.5K
30,843
+6%
增持
JNJ
JOHNSON & JOHNSON
+$54.1K
3,372
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$52.6K
20,384
-5%
减持
VPU
VANGUARD WORLD FD
+$51.3K
2,139
-1%
增持
PAVE
GLOBAL X FDS
+$50.3K
11,997
+0%
减持
T
AT&T INC
+$47.1K
22,470
-4%
增持
PFFV
GLOBAL X FDS
+$46.4K
12,350
+17%
增持
SPYV
SPDR SER TR
+$46.0K
9,480
+2%
减持
SCHA
SCHWAB STRATEGIC TR
+$43.8K
11,368
-0%
增持
SHY
ISHARES TR
+$43.6K
20,779
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$43.3K
10,899
+6%
减持
BA
BOEING CO
-$43.2K
1,363
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.3K
13,621
-7%
减持
EFAV
ISHARES TR
+$40.2K
9,201
-4%
增持
LONZ
PIMCO ETF TR
+$40.0K
6,649
+13%
减持
QUAL
ISHARES TR
+$38.1K
13,982
-3%
减持
VUG
VANGUARD INDEX FDS
-$37.8K
1,034
-11%
减持
IJR
ISHARES TR
+$36.7K
4,343
-2%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$36.4K
14,560
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$36.2K
9,788
+4%
增持
UNP
UNION PAC CORP
+$35.3K
1,674
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$35.3K
52,192
-2%
增持
FLTR
VANECK ETF TRUST
+$35.1K
12,207
+13%
减持
VOO
VANGUARD INDEX FDS
+$34.5K
1,739
-1%
增持
MKC
MCCORMICK & CO INC
+$33.2K
2,901
+0%
