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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 51
减持 68
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.5M
140,768
+1081%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.4M
52,397
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$1.6M
75,607
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
SIO
TOUCHSTONE ETF TRUST
+$1.4M
55,248
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.3M
48,582
+627%
减持
DFCF
DIMENSIONAL ETF TRUST
-$1.3M
167,098
-12%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.2M
36,355
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
255,897
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$937.1K
8,045
-75%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$898.2K
37,352
减持
VHT
VANGUARD WORLD FD
-$875.0K
13,974
-11%
增持
SCHD
SCHWAB STRATEGIC TR
-$842.3K
429,381
+189%
减持
IGLB
ISHARES TR
-$801.6K
4,490
-76%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$791.1K
32,092
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$753.0K
18,219
增持
SCHG
SCHWAB STRATEGIC TR
+$726.5K
77,296
+464%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$656.0K
5,126
+41%
增持
VTV
VANGUARD INDEX FDS
+$623.2K
8,605
+80%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$612.2K
17,420
+28%
清仓
IEF
ISHARES TR
-$465.9K
0
-100%
增持
IJR
ISHARES TR
+$454.6K
8,353
+92%
减持
SCHY
SCHWAB STRATEGIC TR
-$423.3K
20,092
-41%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$420.7K
0
-100%
增持
DFGP
DIMENSIONAL ETF TRUST
+$414.5K
74,054
+17%
建仓
VBR
VANGUARD INDEX FDS
+$412.4K
2,081
建仓
DISV
DIMENSIONAL ETF TRUST
+$407.7K
15,345
增持
BSV
VANGUARD BD INDEX FDS
+$352.1K
8,768
+112%
减持
JPM
JPMORGAN CHASE & CO.
+$351.8K
12,595
-0%
增持
GLD
SPDR GOLD TR
+$348.3K
4,693
+45%
减持
VTI
VANGUARD INDEX FDS
-$345.2K
8,703
-14%
增持
AAPL
APPLE INC
+$338.2K
19,009
+0%
增持
DIHP
DIMENSIONAL ETF TRUST
+$335.6K
21,460
+189%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$327.1K
12,655
建仓
DUSB
DIMENSIONAL ETF TRUST
+$323.3K
6,390
减持
DFUS
DIMENSIONAL ETF TRUST
-$319.2K
47,106
-12%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$310.2K
12,522
减持
USMV
ISHARES TR
-$306.7K
49,347
-4%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$305.2K
67,287
-5%
减持
DFSD
DIMENSIONAL ETF TRUST
-$294.8K
56,462
-8%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$293.1K
122,978
-9%
减持
DFAI
DIMENSIONAL ETF TRUST
-$284.5K
21,095
-26%
增持
TSLA
TESLA INC
+$284.3K
1,865
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$263.1K
3,479
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$256.6K
0
-100%
减持
BX
BLACKSTONE INC
+$253.9K
15,619
-2%
增持
SLV
ISHARES SILVER TR
+$249.4K
24,394
+76%
增持
AMZN
AMAZON COM INC
+$248.9K
7,096
+1%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$245.2K
9,600
增持
SCHM
SCHWAB STRATEGIC TR
-$242.8K
141,704
+182%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$240.3K
9,833
清仓
SCHH
SCHWAB STRATEGIC TR
-$236.7K
0
-100%
建仓
DEHP
DIMENSIONAL ETF TRUST
+$227.7K
9,203
清仓
TIP
ISHARES TR
-$226.3K
0
-100%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$224.3K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$224.0K
203
建仓
DFEV
DIMENSIONAL ETF TRUST
+$219.0K
8,357
减持
NVDA
NVIDIA CORPORATION
+$217.6K
19,434
-1%
建仓
GILD
GILEAD SCIENCES INC
+$216.9K
2,349
清仓
SWK
STANLEY BLACK & DECKER INC
-$216.2K
0
-100%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$211.9K
4,250
清仓
NVO
NOVO-NORDISK A S
-$207.9K
0
-100%
减持
EFAV
ISHARES TR
-$207.5K
7,046
-23%
清仓
QHY
WISDOMTREE TR
-$205.4K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$201.4K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$200.6K
0
-100%
减持
MBSF
VALUED ADVISERS TR
-$194.3K
23,471
-24%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$193.8K
26,572
-7%
减持
GLDM
WORLD GOLD TR
-$174.5K
13,499
-20%
增持
XLK
SELECT SECTOR SPDR TR
+$166.5K
22,183
+0%
增持
LOW
LOWES COS INC
-$156.9K
6,658
+0%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$150.6K
16,583
-2%
增持
AVGO
BROADCOM INC
+$150.5K
2,300
+4%
减持
VOO
VANGUARD INDEX FDS
-$146.7K
1,431
-18%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$143.5K
17,959
-12%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$140.4K
46,468
-2%
减持
DIAL
COLUMBIA ETF TR I
-$138.1K
66,060
-6%
减持
DFAU
DIMENSIONAL ETF TRUST
-$135.5K
34,694
-11%
减持
SHY
ISHARES TR
-$133.4K
19,448
-6%
减持
SPTL
SPDR SER TR
-$133.4K
7,691
-33%
增持
MSFT
MICROSOFT CORP
-$130.4K
16,006
+0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$123.9K
50,116
-4%
增持
VB
VANGUARD INDEX FDS
+$120.4K
13,546
+3%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$119.1K
7,477
-18%
增持
FSK
FS KKR CAP CORP
+$115.6K
47,280
+2%
增持
V
VISA INC
+$115.3K
2,736
+0%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$115.2K
40,708
-1%
增持
CAT
CATERPILLAR INC
-$114.2K
4,166
+0%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$112.4K
6,864
-24%
减持
DIS
DISNEY WALT CO
+$109.2K
7,593
-1%
减持
PG
PROCTER AND GAMBLE CO
-$105.4K
4,674
-9%
增持
SCHF
SCHWAB STRATEGIC TR
-$104.9K
39,575
+94%
减持
SPY
SPDR S&P 500 ETF TR
-$101.1K
2,110
-10%
减持
MRK
MERCK & CO INC
-$100.8K
7,104
-0%
减持
NOBL
PROSHARES TR
-$99.9K
5,402
-10%
减持
VTEB
VANGUARD MUN BD FDS
-$97.6K
5,612
-24%
增持
HYMB
SPDR SER TR
+$87.1K
19,808
+24%
减持
FTNT
FORTINET INC
+$85.7K
5,069
-0%
增持
QQQ
INVESCO QQQ TR
+$85.0K
1,781
+5%
增持
LMT
LOCKHEED MARTIN CORP
-$83.9K
875
+0%
减持
SPYV
SPDR SER TR
-$81.7K
8,201
-13%
减持
ACWX
ISHARES TR
-$78.4K
4,463
-18%
减持
GOOGL
ALPHABET INC
+$77.0K
4,187
-3%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$77.0K
15,033
-16%
增持
LLY
ELI LILLY & CO
-$76.8K
691
+0%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$76.3K
9,497
-13%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$74.6K
6,524
-14%
减持
PTRB
PGIM ETF TR
-$73.3K
8,393
-14%
增持
SO
SOUTHERN CO
-$73.3K
10,058
+1%
增持
DOW
DOW INC
-$73.2K
6,960
+8%
增持
VO
VANGUARD INDEX FDS
+$71.3K
1,778
+18%
减持
DTE
DTE ENERGY CO
-$69.6K
5,089
-4%
减持
CSX
CSX CORP
-$68.7K
28,665
-0%
减持
KMI
KINDER MORGAN INC DEL
+$64.7K
18,784
-8%
增持
—
EXXON MOBIL CORP
-$63.9K
7,340
+1%
减持
PULS
PGIM ETF TR
-$57.8K
79,210
-1%
增持
SGOL
ETFS GOLD TR
+$57.6K
23,755
+11%
增持
CSCO
CISCO SYS INC
+$57.3K
9,220
+0%
增持
JNJ
JOHNSON & JOHNSON
-$55.8K
3,393
+1%
增持
MOAT
VANECK ETF TRUST
+$55.7K
94,558
+5%
减持
MDLZ
MONDELEZ INTL INC
-$55.1K
3,920
-0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$53.8K
4,464
-4%
减持
KO
COCA COLA CO
-$53.4K
5,115
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
-$53.0K
13,526
-6%
减持
ABBV
ABBVIE INC
-$52.7K
2,025
-3%
减持
SPYG
SPDR SER TR
-$52.4K
4,094
-18%
增持
QUAL
ISHARES TR
+$51.8K
14,369
+3%
减持
QYLD
GLOBAL X FDS
-$51.6K
11,441
-21%
减持
ADBE
ADOBE INC
-$49.9K
662
-0%
减持
SMDV
PROSHARES TR
-$47.2K
5,070
-10%
减持
PBA
PEMBINA PIPELINE CORP
-$46.4K
8,146
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$46.3K
27,605
+0%
增持
—
DUPONT DE NEMOURS INC
-$45.4K
3,604
+0%
减持
EFA
ISHARES TR
-$44.1K
4,128
-3%
增持
GE
GE AEROSPACE
-$43.8K
2,778
+3%
增持
—
SPDR SER TR
-$42.5K
10,583
+1%
减持
INTC
INTEL CORP
-$42.2K
11,126
-2%
增持
META
META PLATFORMS INC
+$42.1K
1,298
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$41.8K
7,728
+9%
增持
VUG
VANGUARD INDEX FDS
+$41.3K
1,068
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$41.3K
8,137
+0%
减持
IJH
ISHARES TR
-$39.1K
4,557
-12%
减持
WFC
WELLS FARGO CO NEW
+$39.0K
3,967
-6%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$38.0K
4,950
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$37.3K
4,724
-3%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$36.2K
7,379
-5%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$36.0K
38,503
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$35.9K
7,397
+0%
减持
WMT
WALMART INC
+$35.6K
3,724
-0%
增持
PFFD
GLOBAL X FDS
-$35.5K
32,945
+1%
减持
STWD
STARWOOD PPTY TR INC
-$33.7K
16,686
-3%
