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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 10
增持 49
减持 67
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.1M
447,300
+79%
增持
NVDA
NVIDIA CORPORATION
+$2.4M
32,764
+66%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.2M
70,325
+208%
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
CGIC
CAPITAL GROUP INTERNATIONAL
+$2.1M
130,268
+86%
增持
DFSV
DIMENSIONAL ETF TRUST
+$2.0M
152,128
+63%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.0M
117,168
+78%
减持
SIO
TOUCHSTONE ETF TRUST
-$1.9M
23,651
-75%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
262,569
+22%
增持
MBSF
VALUED ADVISERS TR
+$1.6M
86,621
+269%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
266,405
+8%
建仓
GUSE
GOLDMAN SACHS ETF TR
+$968.7K
23,941
增持
GLD
SPDR GOLD TR
+$916.6K
8,419
+24%
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$863.3K
32,777
减持
DFCF
DIMENSIONAL ETF TRUST
-$762.2K
141,909
-11%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$758.6K
68,922
+27%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$721.0K
50,639
+52%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$714.6K
85,277
+50%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$703.9K
18,553
-46%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$684.3K
51,343
+66%
减持
SLV
ISHARES SILVER TR
+$666.6K
31,814
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$662.2K
3,428
-24%
减持
PULS
PGIM ETF TR
-$657.2K
77,970
-14%
减持
MSFT
MICROSOFT CORP
-$654.8K
16,097
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$650.0K
405,562
-6%
增持
DISV
DIMENSIONAL ETF TRUST
+$640.8K
38,556
+67%
增持
DIHP
DIMENSIONAL ETF TRUST
+$632.0K
45,621
+71%
减持
DFAU
DIMENSIONAL ETF TRUST
-$616.5K
23,091
-38%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$599.6K
21,774
-13%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$570.6K
145,546
+23%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$551.7K
16,547
-35%
减持
VHT
VANGUARD WORLD FD
-$545.7K
1,115
-67%
减持
SIVR
ABRDN SILVER ETF TRUST
+$532.0K
26,205
-6%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$495.3K
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$453.9K
35,254
-19%
减持
IEF
ISHARES TR
-$436.6K
9,716
-32%
减持
HD
HOME DEPOT INC
-$414.0K
4,213
-8%
清仓
—
TIDAL TRUST II
-$404.9K
0
-100%
减持
DFGP
DIMENSIONAL ETF TRUST
-$402.5K
62,301
-8%
减持
CAT
CATERPILLAR INC
+$395.6K
4,199
-0%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$390.3K
16,448
-47%
减持
DFSD
DIMENSIONAL ETF TRUST
-$384.9K
65,150
-11%
增持
DFEV
DIMENSIONAL ETF TRUST
+$376.2K
25,448
+68%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$365.3K
24,865
+41%
减持
IJH
ISHARES TR
-$355.9K
11,403
-33%
建仓
STBF
TRUST FOR PROFESSIONAL MANAG
+$352.8K
13,913
增持
DEHP
DIMENSIONAL ETF TRUST
+$341.0K
24,970
+64%
增持
VTI
VANGUARD INDEX FDS
+$340.6K
15,686
+5%
减持
USMV
ISHARES TR
-$325.1K
40,319
-7%
增持
VOO
VANGUARD INDEX FDS
+$319.9K
2,638
+21%
清仓
DYNF
BLACKROCK ETF TRUST
-$313.1K
0
-100%
减持
IUSB
ISHARES TR
-$309.3K
6,757
-49%
清仓
KDEC
INNOVATOR ETFS TRUST
-$305.6K
0
-100%
建仓
DFNM
DIMENSIONAL ETF TRUST
+$303.7K
6,304
增持
DFGR
DIMENSIONAL ETF TRUST
+$290.4K
26,360
+77%
减持
QQQ
INVESCO QQQ TR
-$283.6K
2,636
-17%
清仓
IEMG
ISHARES INC
-$279.4K
0
-100%
清仓
—
LINDE PLC
-$278.3K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$275.3K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$272.8K
0
-100%
建仓
METL
SPROTT FDS TR
+$268.6K
10,629
减持
GOOGL
ALPHABET INC
+$267.5K
4,057
-2%
清仓
MDLZ
MONDELEZ INTL INC
-$259.1K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$256.2K
89,674
-7%
减持
DUSB
DIMENSIONAL ETF TRUST
-$255.4K
6,939
-42%
增持
BX
BLACKSTONE INC
-$249.8K
16,618
+1%
清仓
—
KELLANOVA
-$249.1K
0
-100%
建仓
USHY
ISHARES TR
+$230.7K
6,169
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$230.6K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$228.5K
13,542
-7%
建仓
GM
GENERAL MTRS CO
+$223.5K
2,748
清仓
KR
KROGER CO
-$223.2K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$220.1K
1,806
-18%
清仓
APP
APPLOVIN CORP
-$217.7K
0
-100%
清仓
EMB
ISHARES TR
-$217.0K
0
-100%
清仓
BALT
INNOVATOR ETFS TRUST
-$215.8K
0
-100%
清仓
SMH
VANECK ETF TRUST
-$212.1K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$211.6K
48,512
-8%
清仓
EFG
ISHARES TR
-$210.6K
0
-100%
增持
AIQ
GLOBAL X FDS
+$208.6K
8,201
+94%
建仓
CATH
GLOBAL X FDS
+$207.7K
2,526
建仓
NOW
SERVICENOW INC
+$203.9K
1,331
清仓
NRG
NRG ENERGY INC
-$203.9K
0
-100%
建仓
SHOP
SHOPIFY INC
+$203.6K
1,265
清仓
—
MICROSOFT CORP(Short)
-$202.6K
0
-100%
清仓
FLMI
FRANKLIN TEMPLETON ETF TR
-$201.1K
0
-100%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$200.4K
0
-100%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$200.3K
0
-100%
增持
GOOG
ALPHABET INC
+$199.1K
2,701
+1%
清仓
QYLD
GLOBAL X FDS
-$194.6K
0
-100%
减持
REGL
PROSHARES TR
-$190.3K
5,169
-30%
减持
DFAE
DIMENSIONAL ETF TRUST
-$184.6K
11,726
-35%
减持
QUAL
ISHARES TR
-$181.4K
14,448
-8%
减持
XLV
SELECT SECTOR SPDR TR
-$171.7K
3,995
-30%
减持
DFUS
DIMENSIONAL ETF TRUST
-$166.9K
42,375
-7%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$162.8K
24,833
-6%
增持
SOXX
ISHARES TR
+$157.0K
2,223
+18%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$156.1K
45,574
+1%
增持
DELL
DELL TECHNOLOGIES INC
+$153.8K
4,258
+58%
减持
SPRX
LISTED FDS TR
-$149.1K
10,977
-26%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$147.7K
14,613
-5%
减持
AAPL
APPLE INC
+$145.3K
24,298
-4%
减持
IVW
ISHARES TR
-$145.1K
2,807
-31%
减持
ORCL
ORACLE CORP
-$144.0K
1,490
-3%
减持
EFV
ISHARES TR
-$141.7K
3,497
-39%
增持
AMZN
AMAZON COM INC
+$140.7K
9,173
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$135.2K
44,864
+100%
减持
DIAL
COLUMBIA ETF TR I
-$127.1K
44,845
-13%
增持
SMCI
SUPER MICRO COMPUTER INC
-$123.4K
8,902
+11%
减持
SMOT
VANECK ETF TRUST
-$122.5K
21,529
-14%
减持
IVE
ISHARES TR
-$116.0K
1,563
-28%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$115.3K
10,326
+7%
减持
MRK
MERCK & CO INC
+$110.9K
6,071
-4%
减持
COST
COSTCO WHSL CORP NEW
-$109.1K
562
-12%
减持
BIL
SPDR SERIES TRUST
-$108.4K
2,801
-29%
清仓
—
AMCOR PLC
-$105.1K
0
-100%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$101.6K
12,132
-25%
减持
GLDM
WORLD GOLD TR
+$98.6K
11,127
-0%
减持
UPS
UNITED PARCEL SERVICE INC
+$97.1K
7,134
-2%
减持
CIEN
CIENA CORP
+$96.7K
1,574
-16%
减持
IVV
ISHARES TR
-$93.4K
748
-17%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$90.1K
10,419
+11%
减持
FLBL
FRANKLIN TEMPLETON ETF TR
-$90.0K
38,187
-7%
减持
AVGO
BROADCOM INC
-$87.0K
8,121
-8%
增持
DFIV
DIMENSIONAL ETF TRUST
+$86.4K
16,887
+3%
增持
QTUM
ETF SER SOLUTIONS
+$85.2K
4,328
+17%
减持
T
AT&T INC
-$84.8K
18,567
-4%
减持
SHY
ISHARES TR
-$84.7K
19,446
-5%
减持
SCHB
SCHWAB STRATEGIC TR
-$84.5K
51,012
-8%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$80.9K
8,688
+1%
减持
AVUS
AMERICAN CENTY ETF TR
-$80.4K
4,739
-16%
减持
EFAV
ISHARES TR
-$80.3K
4,545
-18%
增持
BKCH
GLOBAL X FDS
-$79.2K
4,056
+3%
减持
DTE
DTE ENERGY CO
-$78.5K
5,402
-1%
增持
RTX
RTX CORPORATION
+$77.6K
4,714
+0%
增持
JNJ
JOHNSON & JOHNSON
+$76.9K
3,447
+0%
增持
MO
ALTRIA GROUP INC
-$74.2K
10,117
+2%
减持
LLY
ELI LILLY & CO
+$73.7K
591
-20%
增持
PYLD
PIMCO ETF TR
+$73.6K
11,313
+33%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$72.5K
4,558
-6%
增持
SO
SOUTHERN CO
-$71.7K
10,342
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$70.9K
123,908
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$69.7K
12,598
-0%
增持
SCHY
SCHWAB STRATEGIC TR
+$68.2K
22,755
+4%
增持
SPYM
SPDR SERIES TRUST
+$67.0K
20,676
+2%
增持
NFLX
NETFLIX INC
-$64.3K
2,396
+894%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$63.7K
28,138
-1%
减持
IJR
ISHARES TR
-$63.3K
6,294
-9%
增持
VUG
VANGUARD INDEX FDS
+$63.2K
3,982
+2%
增持
AXP
AMERICAN EXPRESS CO
+$62.9K
1,644
+0%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$62.6K
3,029
+23%
