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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 33
增持 60
减持 42
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$2.8M
171,358
+98%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
45,025
减持
VHT
VANGUARD WORLD FD
-$1.8M
6,910
-48%
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
MSFT
MICROSOFT CORP
+$1.8M
15,633
-2%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
13,791
+51%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
4,072
+284%
建仓
SPYM
SPDR SERIES TRUST
+$1.4M
19,141
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
171,695
+17%
清仓
PAAA
PGIM ETF TR
-$1.1M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$979.6K
22,465
-2%
增持
VTV
VANGUARD INDEX FDS
+$911.3K
13,347
+59%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$898.4K
24,285
+263%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$836.4K
16,894
建仓
AGG
ISHARES TR
+$745.9K
7,520
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$745.1K
39,855
-38%
建仓
UPS
UNITED PARCEL SERVICE INC
+$736.6K
7,297
减持
NVDA
NVIDIA CORPORATION
+$694.1K
17,417
-8%
增持
BSV
VANGUARD BD INDEX FDS
+$688.1K
17,700
+97%
增持
DFCF
DIMENSIONAL ETF TRUST
+$604.5K
160,995
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$601.5K
12,640
+1%
增持
MOAT
VANECK ETF TRUST
+$576.6K
96,121
+0%
清仓
USOI
UBS AG JERSEY BRANCH
-$574.9K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$567.2K
21,535
+11%
增持
DFSV
DIMENSIONAL ETF TRUST
+$531.7K
60,133
+37%
增持
PULS
PGIM ETF TR
+$526.3K
94,684
+13%
增持
DFUS
DIMENSIONAL ETF TRUST
+$470.5K
47,859
+6%
减持
LQD
ISHARES TR
-$459.0K
1,883
-69%
增持
VB
VANGUARD INDEX FDS
+$450.8K
14,329
+8%
建仓
MUB
ISHARES TR
+$421.6K
4,035
增持
META
META PLATFORMS INC
+$419.4K
1,588
+22%
增持
DFAI
DIMENSIONAL ETF TRUST
+$404.6K
30,600
+46%
建仓
AVUS
AMERICAN CENTY ETF TR
+$397.6K
3,944
建仓
BIV
VANGUARD BD INDEX FDS
+$395.8K
5,118
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$385.2K
8,312
建仓
URI
UNITED RENTALS INC
+$381.8K
507
增持
AMZN
AMAZON COM INC
+$366.1K
7,805
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$357.5K
28,047
+1%
减持
AAPL
APPLE INC
-$351.7K
19,109
-1%
建仓
IYW
ISHARES TR
+$339.8K
1,961
建仓
BLV
VANGUARD BD INDEX FDS
+$331.3K
4,765
减持
BND
VANGUARD BD INDEX FDS
-$326.3K
245,499
-2%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$311.3K
0
-100%
建仓
ORCL
ORACLE CORP
+$305.6K
1,398
建仓
LRNZ
ELEVATION SERIES TRUST
+$303.3K
6,780
建仓
SPSM
SPDR SERIES TRUST
+$303.0K
7,112
建仓
—
ASML HOLDING N V
+$302.9K
378
增持
QQQ
INVESCO QQQ TR
+$294.7K
2,080
+14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$293.7K
4,347
+23%
建仓
SPMD
SPDR SERIES TRUST
+$287.0K
5,277
建仓
QTUM
ETF SER SOLUTIONS
+$285.4K
3,108
建仓
GBIL
GOLDMAN SACHS ETF TR
+$284.4K
2,839
增持
DUHP
DIMENSIONAL ETF TRUST
+$282.9K
44,083
+14%
减持
LOW
LOWES COS INC
-$280.7K
5,729
-14%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$277.6K
0
-100%
增持
BX
BLACKSTONE INC
+$275.4K
16,501
+5%
建仓
NFLX
NETFLIX INC
+$257.1K
192
清仓
INTC
INTEL CORP
-$252.5K
0
-100%
增持
SIO
TOUCHSTONE ETF TRUST
+$247.6K
66,223
+15%
增持
CAT
CATERPILLAR INC
+$247.5K
4,177
+0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$244.4K
25,280
+28%
清仓
WTAI
WISDOMTREE TR
-$242.7K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$237.0K
47,154
-9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$235.5K
5,042
+0%
清仓
QLTA
ISHARES TR
-$234.8K
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$233.4K
44,162
+26%
清仓
—
LISTED FD TR
-$233.2K
0
-100%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$228.9K
3,648
增持
SPDW
SPDR INDEX SHS FDS
+$228.8K
14,312
+49%
建仓
—
TRANE TECHNOLOGIES PLC
+$228.3K
522
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$226.8K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$225.0K
3,676
建仓
HACK
AMPLIFY ETF TR
+$222.2K
2,573
建仓
NEE
NEXTERA ENERGY INC
+$220.3K
3,174
增持
GE
GE AEROSPACE
+$218.7K
2,979
+9%
清仓
UNH
UNITEDHEALTH GROUP INC
-$216.8K
0
-100%
清仓
IVE
ISHARES TR
-$215.9K
0
-100%
建仓
NRG
NRG ENERGY INC
+$214.7K
1,337
建仓
OGIG
ALPS ETF TR
+$214.0K
3,994
减持
AVGO
BROADCOM INC
+$212.9K
2,299
-8%
建仓
SOXX
ISHARES TR
+$210.5K
882
建仓
BAC
BANK AMERICA CORP
+$206.3K
4,360
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$205.7K
5,831
清仓
IAU
ISHARES GOLD TR
-$205.1K
0
-100%
清仓
FV
FIRST TR EXCHANGE TRADED FD
-$205.0K
0
-100%
建仓
DTM
DT MIDSTREAM INC
+$201.9K
1,837
清仓
IHI
ISHARES TR
-$201.8K
0
-100%
清仓
USHY
ISHARES TR
-$201.2K
0
-100%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$200.4K
10,480
建仓
—
JOHNSON CTLS INTL PLC
+$200.3K
1,896
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$194.9K
90,269
+11%
减持
SCHB
SCHWAB STRATEGIC TR
-$187.9K
50,194
-22%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$186.9K
45,447
+4%
减持
USMV
ISHARES TR
-$181.7K
44,038
-4%
增持
SCHD
SCHWAB STRATEGIC TR
-$174.9K
443,402
+4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$172.7K
56,841
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$171.3K
4,590
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$170.8K
17,918
+33%
减持
—
EXXON MOBIL CORP
-$159.2K
6,679
-10%
增持
DFIC
DIMENSIONAL ETF TRUST
+$159.0K
14,275
+39%
减持
MRK
MERCK & CO INC
-$152.2K
6,205
-13%
减持
DUSB
DIMENSIONAL ETF TRUST
-$144.1K
10,964
-21%
增持
AVUV
AMERICAN CENTY ETF TR
+$139.0K
4,315
+48%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$138.3K
113,432
-3%
减持
DIS
DISNEY WALT CO
+$137.8K
7,129
-6%
增持
DFAU
DIMENSIONAL ETF TRUST
+$134.3K
34,202
+0%
增持
SLV
ISHARES SILVER TR
+$133.6K
28,031
+11%
增持
COST
COSTCO WHSL CORP NEW
+$131.8K
620
+22%
减持
REGL
PROSHARES TR
-$129.5K
7,719
-18%
减持
PG
PROCTER AND GAMBLE CO
-$121.7K
3,855
-11%
增持
VTEB
VANGUARD MUN BD FDS
+$119.5K
10,081
+33%
减持
IJR
ISHARES TR
-$118.4K
5,793
-19%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$118.2K
8,254
+1%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
+$113.7K
15,900
-0%
减持
HWM
HOWMET AEROSPACE INC
+$112.0K
2,437
-7%
增持
HD
HOME DEPOT INC
+$109.0K
4,550
+7%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$108.8K
5,477
-27%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$106.6K
7,974
+9%
减持
TSLA
TESLA INC
+$104.2K
1,879
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$104.0K
5,800
-27%
增持
DFIV
DIMENSIONAL ETF TRUST
+$102.7K
13,997
+11%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$102.6K
15,503
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$98.0K
1,648
+5%
增持
DISV
DIMENSIONAL ETF TRUST
+$91.2K
17,213
+5%
减持
SPIB
SPDR SERIES TRUST
-$89.9K
12,440
-19%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$88.5K
16,337
+8%
减持
CVX
CHEVRON CORP NEW
-$85.9K
1,725
-13%
增持
GLD
SPDR GOLD TR
+$85.3K
4,831
+0%
增持
GOOGL
ALPHABET INC
+$85.0K
3,811
+0%
减持
CSX
CSX CORP
+$84.6K
28,313
-1%
减持
AXP
AMERICAN EXPRESS CO
+$81.9K
1,643
-0%
减持
SCHM
SCHWAB STRATEGIC TR
+$79.0K
132,788
-5%
减持
IGSB
ISHARES TR
-$78.1K
12,655
-11%
减持
SCHF
SCHWAB STRATEGIC TR
+$71.8K
38,238
-2%
增持
WMT
WALMART INC
+$71.2K
4,025
+10%
增持
DIHP
DIMENSIONAL ETF TRUST
+$71.1K
18,577
+5%
增持
SCHY
SCHWAB STRATEGIC TR
+$69.0K
20,445
+6%
减持
DOW
DOW INC
-$68.4K
8,067
-0%
增持
DFEV
DIMENSIONAL ETF TRUST
+$66.2K
10,265
+15%
增持
DEHP
DIMENSIONAL ETF TRUST
+$63.3K
11,073
+13%
减持
PAVE
GLOBAL X FDS
+$61.7K
11,264
-1%
减持
VOO
VANGUARD INDEX FDS
+$61.6K
1,793
-4%
减持
HYEM
VANECK ETF TRUST
-$61.1K
24,346
-12%
增持
V
VISA INC
+$57.6K
2,861
+5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$57.0K
4,880
-1%
增持
SPYV
SPDR SERIES TRUST
+$57.0K
9,090
+11%
减持
CSCO
CISCO SYS INC
+$56.4K
8,917
-2%
增持
BA
BOEING CO
+$54.9K
1,369
+1%
减持
KR
KROGER CO
-$54.2K
3,378
-23%
增持
XLF
SELECT SECTOR SPDR TR
+$54.1K
5,996
+15%
减持
CMS
CMS ENERGY CORP
-$53.7K
7,343
-2%
