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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 69
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
PAAA
PGIM ETF TR
+$1.1M
20,702
增持
DFSD
DIMENSIONAL ETF TRUST
+$883.9K
74,302
+32%
减持
MSFT
MICROSOFT CORP
-$757.8K
15,953
-0%
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
DFCF
DIMENSIONAL ETF TRUST
-$697.0K
147,389
-12%
减持
NVDA
NVIDIA CORPORATION
-$552.2K
18,985
-2%
增持
BX
BLACKSTONE INC
-$500.2K
15,688
+0%
增持
AAPL
APPLE INC
-$487.9K
19,233
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$448.6K
22,808
+3%
清仓
VBR
VANGUARD INDEX FDS
-$412.4K
0
-100%
增持
DUSB
DIMENSIONAL ETF TRUST
+$377.3K
13,810
+116%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$361.2K
5,041
-2%
增持
LQD
ISHARES TR
+$354.7K
6,122
+111%
增持
MOAT
VANECK ETF TRUST
-$329.3K
95,893
+1%
减持
VB
VANGUARD INDEX FDS
-$310.0K
13,280
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$294.1K
19,319
+11%
减持
SCHM
SCHWAB STRATEGIC TR
-$280.9K
139,148
-2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$278.3K
116,836
-5%
增持
SCHB
SCHWAB STRATEGIC TR
+$270.6K
64,282
+31%
减持
DFUS
DIMENSIONAL ETF TRUST
-$266.0K
45,255
-4%
增持
TSLA
TESLA INC
-$260.5K
1,901
+2%
增持
PULS
PGIM ETF TR
+$260.3K
84,158
+6%
清仓
IGIB
ISHARES TR
-$259.7K
0
-100%
减持
DFSV
DIMENSIONAL ETF TRUST
-$257.4K
43,978
-9%
建仓
AVUV
AMERICAN CENTY ETF TR
+$254.1K
2,915
增持
GLD
SPDR GOLD TR
+$251.1K
4,815
+3%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$244.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$238.6K
0
-100%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$237.9K
43,729
+17%
建仓
COFS
CHOICEONE FINL SVCS INC
+$228.0K
7,924
清仓
IGLB
ISHARES TR
-$221.8K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$216.5K
1,364
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$216.2K
0
-100%
清仓
IYW
ISHARES TR
-$213.8K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$211.4K
12,623
+57%
减持
IJR
ISHARES TR
-$210.9K
7,187
-14%
减持
AMZN
AMAZON COM INC
-$210.5K
7,076
-0%
清仓
ACWV
ISHARES INC
-$210.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$205.9K
3,794
-9%
建仓
IAU
ISHARES GOLD TR
+$205.1K
3,478
清仓
SPTL
SPDR SER TR
-$201.4K
0
-100%
建仓
USHY
ISHARES TR
+$201.2K
5,466
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$200.2K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$194.4K
426,503
-1%
增持
VOO
VANGUARD INDEX FDS
+$185.9K
1,862
+30%
增持
SIVR
ABRDN SILVER ETF TRUST
+$145.9K
29,202
+0%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$144.9K
81,284
+8%
增持
SLV
ISHARES SILVER TR
+$143.8K
25,366
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$143.2K
4,752
+1%
减持
VGT
VANGUARD WORLD FD
-$132.9K
440
-26%
减持
GLDM
WORLD GOLD TR
+$132.2K
13,475
-0%
减持
DIAL
COLUMBIA ETF TR I
-$114.1K
58,387
-12%
增持
AVGO
BROADCOM INC
-$112.6K
2,512
+9%
减持
T
AT&T INC
+$109.0K
20,696
-1%
减持
REGL
PROSHARES TR
-$108.5K
9,410
-12%
增持
SO
SOUTHERN CO
+$104.6K
10,143
+1%
减持
SGOL
ETFS GOLD TR
+$103.8K
23,435
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$102.5K
51,882
+4%
减持
DIS
DISNEY WALT CO
-$99.1K
7,561
-0%
减持
V
VISA INC
+$93.6K
2,734
-0%
增持
DTE
DTE ENERGY CO
+$93.4K
5,120
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$93.4K
7,552
+35%
增持
QUAL
ISHARES TR
-$92.7K
14,431
+0%
减持
LOW
LOWES COS INC
-$91.3K
6,654
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$90.7K
2,049
-3%
减持
DFAU
DIMENSIONAL ETF TRUST
-$90.3K
34,196
-1%
增持
—
EXXON MOBIL CORP
+$89.6K
7,392
+1%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$89.1K
15,919
-4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$88.3K
53,193
+2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$86.5K
37,927
-7%
减持
RTX
RTX CORPORATION
+$86.2K
5,154
-0%
减持
CSX
CSX CORP
-$85.8K
28,516
-1%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$85.7K
4,363
-2%
减持
GE
GE AEROSPACE
+$84.6K
2,738
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$83.1K
26,005
-2%
增持
MO
ALTRIA GROUP INC
+$80.3K
9,763
+1%
增持
SIO
TOUCHSTONE ETF TRUST
+$79.6K
57,530
+4%
增持
JNJ
JOHNSON & JOHNSON
+$79.4K
3,438
+1%
减持
F
FORD MTR CO
-$76.7K
30,673
-21%
增持
HD
HOME DEPOT INC
-$76.4K
4,254
+1%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$74.7K
34,981
+9%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$72.0K
15,188
+21%
减持
IWM
ISHARES TR
-$69.5K
1,319
-12%
增持
DISV
DIMENSIONAL ETF TRUST
+$67.6K
16,323
+6%
增持
CMS
CMS ENERGY CORP
+$66.1K
7,488
+1%
减持
USMV
ISHARES TR
-$66.0K
46,076
-7%
减持
DIHP
DIMENSIONAL ETF TRUST
-$64.7K
17,696
-18%
增持
GOOG
ALPHABET INC
-$64.1K
1,957
+1%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$63.4K
64,138
-5%
增持
MRK
MERCK & CO INC
-$63.3K
7,168
+1%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$59.6K
19,799
+9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$59.5K
1,566
-0%
减持
ADBE
ADOBE INC
-$58.1K
616
-7%
增持
QQQ
INVESCO QQQ TR
-$58.0K
1,819
+2%
减持
ABBV
ABBVIE INC
+$57.0K
1,989
-2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$56.3K
38,766
+7%
增持
ACWX
ISHARES TR
+$55.0K
5,190
+16%
减持
PAVE
GLOBAL X FDS
-$54.7K
11,376
-5%
增持
HWM
HOWMET AEROSPACE INC
+$53.6K
2,633
+0%
减持
OUSM
ALPS ETF TR
-$51.8K
19,050
-2%
增持
SCHA
SCHWAB STRATEGIC TR
-$50.9K
21,464
+0%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
-$49.1K
15,484
+0%
增持
SHY
ISHARES TR
+$48.3K
19,856
+2%
增持
KO
COCA COLA CO
+$48.3K
5,121
+0%
减持
WTAI
WISDOMTREE TR
-$48.1K
12,773
-3%
增持
GILD
GILEAD SCIENCES INC
+$47.9K
2,363
+1%
减持
PG
PROCTER AND GAMBLE CO
-$47.6K
4,318
-8%
增持
LLY
ELI LILLY & CO
+$46.5K
702
+2%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$46.4K
40,744
+6%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$46.0K
204
+0%
减持
VUG
VANGUARD INDEX FDS
-$45.0K
1,061
-1%
增持
SPHY
SPDR SER TR
+$44.6K
12,464
+18%
减持
JPM
JPMORGAN CHASE & CO.
+$43.7K
12,486
-1%
减持
DFIC
DIMENSIONAL ETF TRUST
-$42.3K
10,256
-19%
减持
XLV
SELECT SECTOR SPDR TR
-$42.1K
1,580
-20%
减持
SCHF
SCHWAB STRATEGIC TR
+$41.1K
39,094
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$40.1K
8,203
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
+$37.3K
20,918
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
-$36.3K
146,494
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$35.7K
3,541
+2%
增持
MDLZ
MONDELEZ INTL INC
+$33.8K
3,950
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$31.2K
7,210
-3%
增持
HYEM
VANECK ETF TRUST
+$30.7K
27,664
+5%
减持
VIGI
VANGUARD WHITEHALL FDS
-$30.3K
2,828
-15%
减持
CVX
CHEVRON CORP NEW
+$29.9K
1,989
-5%
减持
INTC
INTEL CORP
+$29.4K
11,118
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
-$29.4K
7,926
+3%
增持
LMT
LOCKHEED MARTIN CORP
-$29.1K
887
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$27.4K
9,005
+3%
减持
KR
KROGER CO
+$27.0K
4,381
-1%
减持
IVE
ISHARES TR
-$26.9K
1,133
-11%
减持
SCHY
SCHWAB STRATEGIC TR
+$25.7K
19,315
-4%
增持
GNL
GLOBAL NET LEASE INC
+$23.8K
28,807
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$23.1K
10,216
+6%
减持
SPIB
SPDR SER TR
-$23.1K
15,271
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$23.0K
27,748
+1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$22.6K
8,934
+7%
减持
ICVT
ISHARES TR
-$22.5K
4,949
-4%
减持
SCHV
SCHWAB STRATEGIC TR
-$22.4K
10,791
-9%
减持
HYGV
FLEXSHARES TR
-$22.3K
10,343
-4%
减持
PFE
PFIZER INC
-$21.3K
14,023
-1%
减持
PBA
PEMBINA PIPELINE CORP
+$20.9K
8,042
-1%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$19.8K
18,655
+5%
减持
EFAV
ISHARES TR
-$19.3K
6,146
-13%
增持
DEHP
DIMENSIONAL ETF TRUST
+$19.1K
9,784
+6%
增持
COST
COSTCO WHSL CORP NEW
+$19.1K
510
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$18.6K
17,993
+0%
增持
CHD
CHURCH & DWIGHT CO INC
+$18.5K
3,319
+0%
减持
HYMB
SPDR SER TR
-$18.4K
19,360
-2%
减持
PFXF
VANECK ETF TRUST
-$18.1K
15,173
-4%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$17.9K
10,563
+7%
