13F 机构持仓

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Reston VA · SEC CIK 0001018561

2026Q22026Q1 更早 9 个季度 🔒
$7.53亿2026Q2 申报市值
223持仓数
50.1%前十大占比 · 第一大 7.5%
14 / 10新建仓 / 清仓
申报市值走势$7.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 7.5%
VEA 7.0%
PYLD 5.7%
SPTS 5.5%
IAU 5.0%
BRK/B 4.1%
VOO 4.0%
AVUV 4.0%
IBIT 3.8%
LLY 3.7%

2026Q2 买入最多 按季末市值估算

LLY 新建仓+$2,760.13万
DELL 新建仓+$1,283.61万
GLW 新建仓+$1,266.25万
ETN 加仓+$1,252.37万
CC 新建仓+$1,187.65万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$3,040.08万
VOO 减仓-$1,847.50万
PPA 减仓-$1,381.86万
FRO 清仓-$1,346.52万
INSW 清仓-$1,314.50万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— EXXON MOBIL CORP $00.00%0 -179,187-100.0% -$3,040.08万 清仓
FRO FRONTLINE PLC $00.00%0 -386,264-100.0% -$1,346.52万 清仓
INSW INTERNATIONAL SEAWAYS INC $00.00%0 -180,365-100.0% -$1,314.50万 清仓
OBIL RBB FD INC $00.00%0 -92,241-100.0% -$461.90万 清仓
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -24,119-100.0% -$40.06万 清仓
CCL CARNIVAL CORP $00.00%0 -14,922-100.0% -$38.62万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -386-100.0% -$26.33万 清仓
PFE PFIZER INC $00.00%0 -8,543-100.0% -$23.99万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -2,732-100.0% -$22.61万 清仓
SPBO SPDR SERIES TRUST $00.00%0 -7,000-100.0% -$20.32万 清仓
FSCO FS CREDIT OPPORTUNITIES CORP $8.59万0.01%17,220 00.0% — 不变
PCT PURECYCLE TECHNOLOGIES INC $12.97万0.02%15,998 00.0% — 不变
ASAN ASANA INC $17.40万0.02%24,856 -11,534-31.7% -$8.07万 减仓
DHT DHT HOLDINGS INC $17.40万0.02%10,526 -707,745-98.5% -$1,169.90万 减仓
VG VENTURE GLOBAL INC $18.73万0.02%16,825 1,0276.5% $1.14万 加仓
FSEP FIRST TR EXCHNG TRADED FD VI $20.04万0.03%3,638 3,638— $20.04万 新建仓
AGGY WISDOMTREE TR $20.15万0.03%4,634 00.0% — 不变
CSCO CISCO SYS INC $20.20万0.03%1,720 1,720— $20.20万 新建仓
— FIRST TR EXCHNG TRADED FD VI $20.22万0.03%8,455 -4,716-35.8% -$11.28万 减仓
VGT VANGUARD WORLD FD $20.56万0.03%1,720 1,355371.2% $16.19万 重新持有
DLTR DOLLAR TREE INC $20.68万0.03%1,710 -31-1.8% -$3,749 重新持有
PG PROCTER & GAMBLE CO $20.99万0.03%1,431 -818-36.4% -$12.00万 减仓
CMPS COMPASS PATHWAYS PLC $21.23万0.03%15,000 00.0% — 不变
OXY OCCIDENTAL PETE CORP $21.42万0.03%4,411 00.0% — 不变
IEFA ISHARES TR $21.46万0.03%2,222 -127-5.4% -$1.23万 重新持有
VLO VALERO ENERGY CORP $21.62万0.03%830 151.8% $3,907 加仓
RTX RTX CORPORATION $22.09万0.03%1,164 -8-0.7% -$1,518 减仓
IJT ISHARES TR $22.09万0.03%1,237 1,237— $22.09万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $22.10万0.03%12,737 -145-1.1% -$2,516 减仓
CVX CHEVRON CORPORATION $22.25万0.03%1,342 -56-4.0% -$9,283 减仓
MA MASTERCARD INCORPORATED $22.45万0.03%437 -11-2.5% -$5,652 减仓
HD HOME DEPOT INC $22.47万0.03%637 00.0% — 不变
UBER UBER TECHNOLOGIES INC $23.24万0.03%3,221 551.7% $3,969 加仓
BBHY J P MORGAN EXCHANGE TRADED F $23.31万0.03%5,057 -43-0.8% -$1,982 减仓
AMSC AMERICAN SUPERCONDUCTOR CORP $23.34万0.03%5,623 -381-6.3% -$1.58万 减仓
RPD RAPID7 INC $23.77万0.03%29,341 -3,037-9.4% -$2.46万 减仓
HSBC HSBC HLDGS PLC $23.77万0.03%2,500 00.0% — 不变
IUSB ISHARES TR $23.80万0.03%5,158 2895.9% $1.33万 加仓
T AT&T INC $23.83万0.03%11,514 -483-4.0% -$9,998 减仓
DIA STATE STR SPDR DOW JONES IND $24.35万0.03%466 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $24.46万0.03%4,188 70420.2% $4.11万 加仓
VONG VANGUARD SCOTTSDALE FDS $24.74万0.03%1,936 00.0% — 不变
AGZ ISHARES TR $24.95万0.03%2,283 35318.3% $3.86万 加仓
COST COSTCO WHOLESALE CORPORATION $24.98万0.03%267 -25-8.6% -$2.34万 减仓
GWX SPDR INDEX SHS FDS $25.10万0.03%5,735 681.2% $2,976 加仓
CGGR CAPITAL GROUP GROWTH ETF $25.69万0.03%5,443 -592-9.8% -$2.79万 减仓
QLYS QUALYS INC $25.69万0.03%1,869 -28-1.5% -$3,849 重新持有
SOFI SOFI TECHNOLOGIES INC $25.72万0.03%14,342 -110-0.8% -$1,972 减仓
IEMG ISHARES INC $26.13万0.03%3,155 -250-7.3% -$2.07万 减仓
TREE LENDINGTREE INC $27.54万0.04%6,218 -2-0.0% -$89 减仓
SCHV SCHWAB STRATEGIC TR $27.70万0.04%7,959 -940-10.6% -$3.27万 减仓
MELI MERCADOLIBRE INC $27.91万0.04%164 -2-1.2% -$3,404 减仓
NOW SERVICENOW INC $28.00万0.04%2,820 -297-9.5% -$2.95万 减仓
BND VANGUARD BD INDEX FDS $28.05万0.04%3,821 40311.8% $2.96万 加仓
PPA INVESCO EXCHANGE TRADED FD T $28.21万0.04%1,597 -78,226-98.0% -$1,381.86万 减仓
VIG VANGUARD SPECIALIZED FUNDS $28.65万0.04%1,211 -125-9.4% -$2.96万 减仓
ITOT ISHARES TR $28.67万0.04%1,745 18411.8% $3.02万 加仓
VXUS VANGUARD STAR FDS $28.98万0.04%3,390 3,390— $28.98万 新建仓
HNI HNI CORP $29.56万0.04%7,315 -600-7.6% -$2.42万 减仓
DFEB FIRST TR EXCHNG TRADED FD VI $29.66万0.04%5,875 2895.2% $1.46万 加仓
WMT WALMART INC $30.38万0.04%2,683 -271-9.2% -$3.07万 减仓
V VISA INC $30.45万0.04%887 111.3% $3,776 加仓
XLU SELECT SECTOR SPDR TR $31.30万0.04%6,903 50.1% $227 加仓
MUB ISHARES TR $31.37万0.04%2,915 00.0% — 不变
— COLUMBIA ETF TR I $31.71万0.04%28,118 -25,831-47.9% -$29.13万 减仓
AKAM AKAMAI TECHNOLOGIES INC $31.94万0.04%2,702 -1-0.0% -$118 减仓
BNDX VANGUARD CHARLOTTE FDS $32.05万0.04%6,617 6,617— $32.05万 新建仓
IONQ IONQ INC $33.76万0.04%6,338 6,338— $33.76万 新建仓
IXN ISHARES TR $33.94万0.05%2,349 00.0% — 不变
IWF ISHARES TR $34.02万0.05%2,740 -20-0.7% -$2,483 减仓
EEM ISHARES TR $35.14万0.05%5,137 -309-5.7% -$2.11万 减仓
MCK MCKESSON CORP $35.44万0.05%469 20.4% $1,511 加仓
DUK DUKE ENERGY CORP NEW $36.51万0.05%2,885 -103-3.4% -$1.30万 减仓
PECO PHILLIPS EDISON & CO INC $36.74万0.05%8,827 -442-4.8% -$1.84万 减仓
BILZ PIMCO ETF TR $38.04万0.05%3,769 -2,165-36.5% -$21.85万 减仓
MCD MCDONALDS CORP $38.37万0.05%1,419 -56-3.8% -$1.51万 减仓
DFUV DIMENSIONAL ETF TRUST $38.39万0.05%6,978 -391-5.3% -$2.15万 减仓
JPM JPMORGAN CHASE & CO $38.56万0.05%1,178 -117-9.0% -$3.83万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $39.53万0.05%15,770 -208-1.3% -$5,214 减仓
GOOG ALPHABET INC $39.76万0.05%1,125 181.6% $6,362 加仓
JNJ JOHNSON & JOHNSON $40.02万0.05%1,576 442.9% $1.12万 加仓
OZK BANK OZK LITTLE ROCK ARK $40.50万0.05%7,775 720.9% $3,750 加仓
IJR ISHARES TR $40.89万0.05%2,757 -56-2.0% -$8,305 减仓
SLV ISHARES SILVER TR $40.97万0.05%7,663 -25-0.3% -$1,337 减仓
XNTK SPDR SERIES TRUST $41.80万0.06%1,070 -234-17.9% -$9.14万 减仓
GCOW PACER FDS TR $41.94万0.06%9,687 1,00011.5% $4.33万 加仓
— DIMENSIONAL ETF TRUST $41.95万0.06%6,001 00.0% — 不变
CCL CARNIVAL CORP LTD $42.46万0.06%14,861 14,861— $42.46万 新建仓
SCHF SCHWAB STRATEGIC TR $42.85万0.06%15,471 -10,712-40.9% -$29.67万 减仓
PHIN PHINIA INC $44.26万0.06%5,373 -385-6.7% -$3.17万 减仓
IWB ISHARES TR $44.47万0.06%1,086 00.0% — 不变
NEM NEWMONT CORP $44.53万0.06%4,768 -525-9.9% -$4.90万 减仓
ROBT FIRST TR EXCHANGE TRADED FD $45.98万0.06%8,173 95613.2% $5.38万 加仓
ARKK ARK ETF TR $46.32万0.06%5,731 210.4% $1,697 加仓
SCHD SCHWAB STRATEGIC TR $46.54万0.06%14,676 7355.3% $2.33万 加仓
IJH ISHARES TR $47.58万0.06%6,171 -116-1.8% -$8,945 减仓
AMAT APPLIED MATLS INC $47.59万0.06%658 -112-14.5% -$8.10万 减仓
DOCU DOCUSIGN INC $48.31万0.06%10,875 -1,160-9.6% -$5.15万 减仓
DVA DAVITA INC $48.54万0.06%2,182 -10-0.5% -$2,225 减仓
RGLD ROYAL GOLD INC $48.56万0.06%2,433 -230-8.6% -$4.59万 减仓