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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 39
增持 81
减持 22
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.5M
250,185
+46%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$2.8M
54,244
增持
AAPL
APPLE INC
+$2.5M
25,371
+33%
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
AVGO
BROADCOM INC
+$2.3M
8,783
+282%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
214,624
+25%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
4,503
+137%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.6M
25,388
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.6M
22,864
-60%
建仓
IEF
ISHARES TR
+$1.4M
14,212
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.2M
93,137
+55%
增持
GLD
SPDR GOLD TR
+$947.3K
6,808
+41%
增持
NVDA
NVIDIA CORPORATION
+$935.4K
19,761
+13%
增持
DUHP
DIMENSIONAL ETF TRUST
+$921.4K
65,899
+49%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$856.8K
25,148
+17%
减持
VHT
VANGUARD WORLD FD
-$849.5K
3,338
-52%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$840.2K
70,211
+54%
增持
IJH
ISHARES TR
+$817.7K
16,987
+262%
增持
QQQ
INVESCO QQQ TR
+$755.8K
3,170
+52%
增持
SIO
TOUCHSTONE ETF TRUST
+$752.7K
94,322
+42%
增持
VTI
VANGUARD INDEX FDS
+$727.1K
14,988
+9%
增持
MSFT
MICROSOFT CORP
+$663.9K
16,295
+4%
减持
XLK
SELECT SECTOR SPDR TR
+$635.0K
22,436
-0%
建仓
IUSB
ISHARES TR
+$623.8K
13,355
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$618.2K
118,222
+31%
增持
NEE
NEXTERA ENERGY INC
+$617.8K
11,103
+250%
增持
XLV
SELECT SECTOR SPDR TR
+$576.2K
5,677
+258%
建仓
SPRX
LISTED FDS TR
+$571.7K
14,839
减持
BSV
VANGUARD BD INDEX FDS
-$537.2K
10,845
-39%
增持
QUAL
ISHARES TR
+$536.3K
15,687
+14%
增持
MOAT
VANECK ETF TRUST
+$527.7K
96,286
+0%
增持
TSLA
TESLA INC
+$491.3K
2,447
+30%
建仓
IVW
ISHARES TR
+$491.0K
4,067
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$484.4K
30,910
+89%
增持
SLV
ISHARES SILVER TR
+$463.2K
32,637
+16%
建仓
IVE
ISHARES TR
+$447.4K
2,166
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$431.8K
17,628
+95%
建仓
—
TIDAL TRUST II
+$404.9K
74,022
建仓
EFV
ISHARES TR
+$391.4K
5,770
增持
CAT
CATERPILLAR INC
+$388.4K
4,213
+1%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$384.0K
8,009
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$382.4K
9,345
+154%
建仓
DELL
DELL TECHNOLOGIES INC
+$382.3K
2,696
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$380.0K
28,363
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$375.9K
2,197
+33%
清仓
SPYG
SPDR SERIES TRUST
-$370.8K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$364.3K
3,971
建仓
IAU
ISHARES GOLD TR
+$359.9K
4,946
减持
BX
BLACKSTONE INC
+$342.9K
16,454
-0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$341.8K
33,264
+32%
建仓
BKCH
GLOBAL X FDS
+$338.3K
3,921
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$332.6K
56,843
+29%
增持
GOOGL
ALPHABET INC
+$330.8K
4,124
+8%
减持
SMOT
VANECK ETF TRUST
-$327.4K
24,995
-29%
增持
VB
VANGUARD INDEX FDS
+$326.1K
14,636
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$325.2K
12,648
+0%
增持
IVV
ISHARES TR
+$317.7K
905
+95%
增持
VOO
VANGUARD INDEX FDS
+$315.9K
2,179
+22%
建仓
DYNF
BLACKROCK ETF TRUST
+$313.1K
5,289
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$306.3K
8,035
建仓
KDEC
INNOVATOR ETFS TRUST
+$305.6K
11,999
增持
SOXX
ISHARES TR
+$301.9K
1,890
+114%
增持
GOOG
ALPHABET INC
+$298.8K
2,663
+35%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$298.3K
30,916
+92%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$290.0K
4,838
+11%
建仓
IEMG
ISHARES INC
+$279.4K
4,239
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$276.0K
52,549
+11%
建仓
TLT
ISHARES TR
+$274.0K
3,066
建仓
CIEN
CIENA CORP
+$271.4K
1,863
增持
DIHP
DIMENSIONAL ETF TRUST
+$264.7K
26,734
+44%
增持
AMZN
AMAZON COM INC
+$264.2K
9,002
+15%
减持
SIVR
ABRDN SILVER ETF TRUST
+$263.4K
27,890
-2%
增持
DISV
DIMENSIONAL ETF TRUST
+$257.8K
23,096
+34%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$249.1K
892
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$248.8K
31,106
-22%
增持
DFAU
DIMENSIONAL ETF TRUST
+$248.4K
37,089
+8%
增持
META
META PLATFORMS INC
+$238.5K
1,920
+21%
清仓
ADBE
ADOBE INC
-$237.5K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$235.4K
9,642
+21%
建仓
—
CRH PLC
+$229.6K
1,915
建仓
PYLD
PIMCO ETF TR
+$228.3K
8,505
建仓
INTC
INTEL CORP
+$228.0K
6,797
清仓
COFS
CHOICEONE FINL SVCS INC
-$227.4K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$226.4K
55,330
+10%
增持
WMT
WALMART INC
+$224.1K
5,993
+49%
建仓
AZO
AUTOZONE INC
+$223.1K
52
清仓
MKC
MCCORMICK & CO INC
-$220.3K
0
-100%
建仓
CLH
CLEAN HARBORS INC
+$218.8K
942
建仓
APP
APPLOVIN CORP
+$217.7K
303
建仓
EMB
ISHARES TR
+$217.0K
2,280
建仓
AMD
ADVANCED MICRO DEVICES INC
+$216.8K
1,340
清仓
SPMB
SPDR SERIES TRUST
-$216.5K
0
-100%
建仓
BALT
INNOVATOR ETFS TRUST
+$215.8K
6,574
清仓
DOW
DOW INC
-$213.6K
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$212.5K
5,613
+42%
建仓
SMH
VANECK ETF TRUST
+$212.1K
650
建仓
EFG
ISHARES TR
+$210.6K
1,849
建仓
AIQ
GLOBAL X FDS
+$208.5K
4,222
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$207.9K
2,465
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$205.7K
0
-100%
增持
GE
GE AEROSPACE
+$204.7K
3,229
+8%
建仓
—
MICROSOFT CORP(Short)
+$202.6K
55
建仓
VV
VANGUARD INDEX FDS
+$202.4K
658
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$200.4K
1,206
增持
SPYM
SPDR SERIES TRUST
+$200.3K
20,317
+6%
增持
HD
HOME DEPOT INC
+$195.7K
4,600
+1%
减持
PULS
PGIM ETF TR
-$187.7K
90,784
-4%
增持
BND
VANGUARD BD INDEX FDS
+$186.9K
245,569
+0%
增持
IJR
ISHARES TR
+$186.6K
6,898
+19%
增持
DFEV
DIMENSIONAL ETF TRUST
+$174.5K
15,126
+47%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$170.7K
5,211
+3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$165.8K
43,289
-7%
减持
LOW
LOWES COS INC
+$163.4K
5,708
-0%
增持
IYW
ISHARES TR
+$161.2K
2,558
+30%
增持
DFIV
DIMENSIONAL ETF TRUST
+$156.8K
16,398
+17%
增持
DEHP
DIMENSIONAL ETF TRUST
+$154.3K
15,203
+37%
建仓
AGNC
AGNC INVT CORP
+$133.1K
13,591
增持
ABBV
ABBVIE INC
+$131.2K
2,143
+9%
减持
DFGP
DIMENSIONAL ETF TRUST
-$129.9K
67,864
-5%
增持
ORCL
ORACLE CORP
+$128.7K
1,544
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$127.7K
12,422
+23%
增持
HYEM
VANECK ETF TRUST
+$127.4K
30,419
+25%
增持
CSX
CSX CORP
+$126.7K
29,584
+4%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$126.5K
5,284
+45%
增持
UPS
UNITED PARCEL SERVICE INC
-$126.1K
7,309
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$124.0K
44,908
-0%
增持
ICVT
ISHARES TR
+$121.1K
5,108
+18%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$114.9K
34,357
-8%
增持
JNJ
JOHNSON & JOHNSON
+$112.9K
3,433
+0%
减持
DIAL
COLUMBIA ETF TR I
-$110.6K
51,504
-12%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$109.6K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$109.5K
24,191
-0%
增持
FTNT
FORTINET INC
-$107.1K
5,116
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$106.7K
14,866
+33%
建仓
—
AMCOR PLC
+$105.1K
12,853
增持
QTUM
ETF SER SOLUTIONS
+$104.0K
3,711
+19%
增持
URI
UNITED RENTALS INC
+$103.8K
509
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$102.4K
45,691
-5%
增持
FSK
FS KKR CAP CORP
-$101.9K
64,165
+26%
增持
RTX
RTX CORPORATION
+$100.9K
4,702
+0%
增持
—
ASML HOLDING N V
+$99.8K
416
+10%
增持
AVUV
AMERICAN CENTY ETF TR
+$96.9K
4,924
+14%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$96.8K
15,416
-15%
减持
VTV
VANGUARD INDEX FDS
-$96.8K
12,130
-9%
减持
VUG
VANGUARD INDEX FDS
+$94.0K
3,918
-4%
增持
DTE
DTE ENERGY CO
+$93.2K
5,481
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$82.9K
39,859
+4%
增持
MO
ALTRIA GROUP INC
+$79.1K
9,954
+1%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$77.7K
14,475
+38%
减持
SCHM
SCHWAB STRATEGIC TR
+$72.1K
128,099
-4%
减持
ABT
ABBOTT LABS
-$70.7K
1,758
-22%
