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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 73
减持 53
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.0M
557,655
+25%
增持
MSFT
MICROSOFT CORP
-$1.7M
16,512
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
409,269
+1%
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
NVDA
NVIDIA CORPORATION
-$1.3M
27,422
-16%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.2M
176,484
+16%
减持
AAPL
APPLE INC
-$1.0M
22,055
-9%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$938.3K
156,207
+20%
增持
DUHP
DIMENSIONAL ETF TRUST
+$908.3K
145,925
+25%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$866.5K
3,171
+76%
增持
METL
SPROTT FDS TR
+$854.5K
41,766
+293%
减持
BX
BLACKSTONE INC
-$827.6K
15,078
-9%
增持
GLD
SPDR GOLD TR
+$820.2K
9,660
+15%
清仓
SMOT
VANECK ETF TRUST
-$779.4K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$747.5K
86,605
+23%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$669.6K
83,135
+21%
减持
XLK
SELECT SECTOR SPDR TR
-$662.6K
43,615
-3%
减持
MOAT
VANECK ETF TRUST
-$641.5K
89,402
-0%
增持
MBSF
VALUED ADVISERS TR
+$638.3K
112,102
+29%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$609.0K
31,587
+12%
增持
CAT
CATERPILLAR INC
+$581.6K
4,217
+0%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$568.8K
2,720
-21%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$557.4K
174,016
+20%
增持
SLV
ISHARES SILVER TR
+$537.8K
37,969
+19%
清仓
NOBL
PROSHARES TR
-$510.5K
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$497.4K
90,246
-13%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$493.9K
64,422
+27%
增持
VB
VANGUARD INDEX FDS
+$485.8K
15,192
+12%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$483.2K
106,161
+24%
增持
BND
VANGUARD BD INDEX FDS
+$471.6K
274,366
+3%
建仓
MTUM
ISHARES TR
+$406.3K
1,693
清仓
MEOH
METHANEX CORP
-$377.3K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$365.0K
281,497
+7%
增持
DTE
DTE ENERGY CO
+$352.2K
7,174
+33%
增持
DISV
DIMENSIONAL ETF TRUST
+$349.3K
46,006
+19%
增持
—
EXXON MOBIL CORP
+$343.6K
6,820
+1%
增持
JPM
JPMORGAN CHASE & CO
-$334.4K
12,663
+1%
减持
FSK
FS KKR CAP CORP
-$318.5K
63,395
-3%
清仓
IUSB
ISHARES TR
-$314.5K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$305.0K
643
增持
DIHP
DIMENSIONAL ETF TRUST
+$304.7K
54,291
+19%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$294.3K
7,603
-54%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$292.6K
42,710
-12%
减持
GUSE
GOLDMAN SACHS ETF TR
-$292.3K
17,313
-28%
建仓
IQLT
ISHARES TR
+$291.6K
6,307
增持
AVGO
BROADCOM INC
-$288.4K
8,149
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$286.9K
35,040
+24%
增持
SPIB
SPDR SERIES TRUST
+$283.4K
20,470
+72%
减持
IEF
ISHARES TR
-$282.7K
6,827
-30%
建仓
IEMG
ISHARES INC
+$275.4K
3,948
减持
QQQ
INVESCO QQQ TR
-$274.9K
2,330
-12%
增持
DFEV
DIMENSIONAL ETF TRUST
+$274.1K
31,659
+24%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$273.6K
20,308
-7%
清仓
CHD
CHURCH & DWIGHT CO INC
-$273.3K
0
-100%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$268.0K
12,678
-23%
建仓
UTES
ETFIS SER TR I
+$264.2K
3,306
建仓
SGOV
ISHARES TR
+$259.1K
2,574
清仓
QCOM
QUALCOMM INC
-$258.8K
0
-100%
减持
PULS
PGIM ETF TR
-$252.3K
73,014
-6%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$241.9K
59,590
+16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$241.0K
4,452
-0%
建仓
XAR
SPDR SERIES TRUST
+$240.8K
948
减持
META
META PLATFORMS INC
-$239.5K
2,072
-4%
建仓
MPC
MARATHON PETE CORP
+$238.7K
978
减持
VUG
VANGUARD INDEX FDS
-$235.0K
3,909
-2%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$232.0K
4,179
增持
VOO
VANGUARD INDEX FDS
+$227.2K
3,148
+19%
减持
SIO
TOUCHSTONE ETF TRUST
-$221.9K
15,287
-35%
清仓
ABT
ABBOTT LABS
-$219.6K
0
-100%
减持
DFGP
DIMENSIONAL ETF TRUST
-$213.4K
58,441
-6%
清仓
OGIG
ALPS ETF TR
-$210.1K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
+$209.7K
127,118
+3%
清仓
CATH
GLOBAL X FDS
-$207.7K
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$206.8K
0
-100%
增持
IAU
ISHARES GOLD TR
+$205.5K
6,402
+45%
清仓
NOW
SERVICENOW INC
-$203.9K
0
-100%
清仓
SHOP
SHOPIFY INC
-$203.6K
0
-100%
清仓
EQR
EQUITY RESIDENTIAL
-$203.5K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$203.3K
4,068
清仓
HACK
AMPLIFY ETF TR
-$202.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$201.5K
5,059
-3%
减持
TSLA
TESLA INC
-$196.6K
2,492
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$194.7K
21,587
-13%
增持
DEHP
DIMENSIONAL ETF TRUST
+$194.3K
29,581
+18%
增持
DELL
DELL TECHNOLOGIES INC
+$193.4K
4,445
+4%
增持
DFGR
DIMENSIONAL ETF TRUST
+$189.4K
33,325
+26%
增持
PAVE
GLOBAL X FDS
+$185.9K
14,259
+27%
增持
VO
VANGUARD INDEX FDS
+$181.0K
2,398
+37%
减持
—
SPDR SERIES TRUST
-$180.5K
7,841
-19%
增持
VTI
VANGUARD INDEX FDS
-$178.9K
15,836
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$176.3K
28,495
+15%
增持
JNJ
JOHNSON & JOHNSON
+$174.8K
3,633
+5%
增持
STBF
TRUST FOR PROFESSIONAL MANAG
+$174.2K
20,811
+50%
减持
V
VISA INC
-$170.0K
2,830
-3%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$165.4K
13,789
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$162.2K
46,961
+3%
增持
EFA
ISHARES TR
+$161.5K
5,910
+38%
减持
REGL
PROSHARES TR
-$160.9K
3,176
-39%
增持
SCHY
SCHWAB STRATEGIC TR
+$160.0K
26,485
+16%
减持
SHY
ISHARES TR
-$159.9K
17,568
-10%
增持
QUAL
ISHARES TR
+$157.6K
15,782
+9%
减持
USMV
ISHARES TR
-$156.0K
39,254
-3%
增持
DTM
DT MIDSTREAM INC
+$147.9K
2,948
+42%
增持
AMZN
AMAZON COM INC
-$145.6K
9,467
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$139.9K
3,263
-18%
增持
DFUS
DIMENSIONAL ETF TRUST
-$137.2K
42,388
+0%
减持
CSX
CSX CORP
+$137.1K
29,571
-0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$137.0K
15,326
+31%
增持
VYM
VANGUARD WHITEHALL FDS
+$133.5K
2,295
+60%
减持
NEE
NEXTERA ENERGY INC
+$130.0K
10,419
-0%
减持
IJH
ISHARES TR
-$128.2K
9,246
-19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$126.8K
4,672
+3%
增持
DIS
DISNEY WALT CO
-$126.3K
7,379
+0%
减持
SPRX
LISTED FDS TR
-$125.9K
8,336
-24%
增持
HYEM
VANECK ETF TRUST
+$124.6K
39,891
+20%
减持
IGSB
ISHARES TR
-$123.7K
10,688
-18%
增持
DFNM
DIMENSIONAL ETF TRUST
+$123.1K
8,904
+41%
减持
IVV
ISHARES TR
-$122.7K
596
-20%
增持
SIVR
ABRDN SILVER ETF TRUST
+$122.2K
26,459
+1%
减持
IVW
ISHARES TR
-$117.0K
2,024
-28%
增持
LMT
LOCKHEED MARTIN CORP
+$112.0K
910
+1%
增持
AXP
AMERICAN EXPRESS CO
-$110.2K
1,646
+0%
减持
CVX
CHEVRON CORPORATION
+$108.0K
2,024
-1%
增持
VTV
VANGUARD INDEX FDS
+$107.3K
12,266
+2%
减持
DUSB
DIMENSIONAL ETF TRUST
-$105.8K
4,845
-30%
增持
SO
SOUTHERN CO
+$103.5K
10,416
+1%
增持
GLDM
WORLD GOLD TR
+$102.3K
11,352
+2%
减持
LLY
ELI LILLY & CO
-$100.6K
581
-2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$99.4K
17,042
+16%
增持
GOOGL
ALPHABET INC
-$97.6K
4,077
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$96.0K
33,908
-4%
增持
WMT
WALMART INC
+$93.1K
6,113
+2%
增持
MRK
MERCK & CO INC
+$93.1K
6,087
+0%
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$91.5K
3,970
-2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$91.4K
145,216
+2%
增持
DFSD
DIMENSIONAL ETF TRUST
+$91.2K
67,150
+3%
增持
MO
ALTRIA GROUP INC
+$90.4K
10,210
+1%
减持
VHT
VANGUARD WORLD FD
-$88.4K
854
-23%
增持
DFIV
DIMENSIONAL ETF TRUST
+$88.0K
17,633
+4%
增持
SGOL
ETFS GOLD TR
+$85.5K
18,402
+3%
减持
PGHY
INVESCO EXCH TRADED FD TR II
-$82.1K
24,480
-13%
减持
KMI
KINDER MORGAN INC DEL
+$81.2K
15,827
-3%
减持
SCHB
SCHWAB STRATEGIC TR
-$80.8K
50,089
-2%
增持
SOXX
ISHARES TR
+$79.9K
2,280
+3%
减持
PG
PROCTER & GAMBLE CO
-$79.6K
3,447
-14%
减持
ORCL
ORACLE CORP
-$79.2K
1,435
-4%
减持
IVE
ISHARES TR
-$77.9K
1,201
-23%
减持
CIEN
CIENA CORP
-$77.7K
748
-52%
增持
COST
COSTCO WHOLESALE CORPORATION
+$76.9K
564
+0%
减持
IYW
ISHARES TR
-$66.9K
2,124
-6%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$65.4K
4,744
-29%
