ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Reston VA · SEC CIK 0001018561
$7.30亿2026Q1 申报市值
215持仓数
51.9%前十大占比 · 第一大 7.3%
22 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EXXON MOBIL CORP 加仓+$2,771.36万
BRK/B 加仓+$2,612.12万
XLE 加仓+$2,054.82万
OIH 新建仓+$1,888.23万
FRO 新建仓+$1,346.52万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$3,113.28万
VOO 减仓-$1,868.00万
VUG 减仓-$1,782.36万
BIL 减仓-$1,773.82万
AVUS 减仓-$1,467.11万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $40.06万 | 0.05% | 24,119 | 11,258 | 87.5% | $18.70万 | 加仓 |
| GCOW | PACER FDS TR | $40.17万 | 0.06% | 8,687 | 2,475 | 39.8% | $11.44万 | 加仓 |
| MCK | MCKESSON CORP | $40.41万 | 0.06% | 467 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $42.46万 | 0.06% | 6,287 | -777 | -11.0% | -$5.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.77万 | 0.06% | 13,941 | -3,384 | -19.5% | -$10.38万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $44.73万 | 0.06% | 6,308 | -1,860 | -22.8% | -$13.19万 | 减仓 |
| MCD | MCDONALDS CORP | $45.85万 | 0.06% | 1,475 | -49 | -3.2% | -$1.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.96万 | 0.07% | 1,419 | 173 | 13.9% | $5.85万 | 加仓 |
| AVGO | BROADCOM INC | $48.31万 | 0.07% | 1,561 | -104 | -6.2% | -$3.22万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $49.62万 | 0.07% | 9,482 | 615 | 6.9% | $3.22万 | 加仓 |
| IWM | ISHARES TR | $49.86万 | 0.07% | 2,011 | -1,133 | -36.0% | -$28.09万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $50.27万 | 0.07% | 8,725 | -78 | -0.9% | -$4,494 | 减仓 |
| OGN | ORGANON & CO | $50.52万 | 0.07% | 84,334 | -28,677 | -25.4% | -$17.18万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $51.03万 | 0.07% | 9,191 | 1,041 | 12.8% | $5.78万 | 加仓 |
| P | EVERPURE INC | $51.66万 | 0.07% | 8,749 | -188 | -2.1% | -$1.11万 | 减仓 |
| SLV | ISHARES SILVER TR | $52.39万 | 0.07% | 7,688 | -250 | -3.1% | -$1.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $52.46万 | 0.07% | 2,579 | -435 | -14.4% | -$8.85万 | 减仓 |
| — | COLUMBIA ETF TR I | $52.49万 | 0.07% | 53,949 | 53,949 | — | $52.49万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $53.54万 | 0.07% | 6,642 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $54.37万 | 0.07% | 10,865 | -592 | -5.2% | -$2.96万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.90万 | 0.08% | 2,265 | -132 | -5.5% | -$3.20万 | 减仓 |
| XAR | SPDR SERIES TRUST | $54.98万 | 0.08% | 2,165 | -4 | -0.2% | -$1,016 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $56.46万 | 0.08% | 13,272 | 1,128 | 9.3% | $4.80万 | 加仓 |
| DOCU | DOCUSIGN INC | $57.06万 | 0.08% | 12,035 | -969 | -7.5% | -$4.59万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $57.06万 | 0.08% | 6,330 | 6,330 | — | $57.06万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $57.07万 | 0.08% | 24,162 | 24,162 | — | $57.07万 | 新建仓 |
| NEM | NEWMONT CORP | $57.30万 | 0.08% | 5,293 | 5,293 | — | $57.30万 | 新建仓 |
| BAC | BANK AMERICA CORP | $57.84万 | 0.08% | 11,866 | -274 | -2.3% | -$1.34万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $59.76万 | 0.08% | 7,621 | 18 | 0.2% | $1,411 | 加仓 |
| BILZ | PIMCO ETF TR | $59.91万 | 0.08% | 5,934 | 5,934 | — | $59.91万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $60.24万 | 0.08% | 18,588 | 19 | 0.1% | $616 | 加仓 |
| KO | COCA COLA CO | $61.97万 | 0.08% | 8,149 | -145 | -1.7% | -$1.10万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $63.83万 | 0.09% | 19,032 | -683 | -3.5% | -$2.29万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $64.07万 | 0.09% | 9,405 | 777 | 9.0% | $5.29万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $64.28万 | 0.09% | 41,686 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $64.65万 | 0.09% | 764 | -21 | -2.7% | -$1.78万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $64.80万 | 0.09% | 26,183 | -2,075 | -7.3% | -$5.14万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $64.89万 | 0.09% | 2,521 | 49 | 2.0% | $1.26万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $64.94万 | 0.09% | 14,225 | -456 | -3.1% | -$2.08万 | 减仓 |
| GLD | SPDR GOLD TR | $65.32万 | 0.09% | 1,518 | -65 | -4.1% | -$2.80万 | 减仓 |
| MGK | VANGUARD WORLD FD | $66.39万 | 0.09% | 1,807 | -26 | -1.4% | -$9,553 | 减仓 |
| TRIP | TRIPADVISOR INC | $67.38万 | 0.09% | 63,206 | -847 | -1.3% | -$9,029 | 减仓 |
| RGLD | ROYAL GOLD INC | $67.77万 | 0.09% | 2,663 | 2,663 | — | $67.77万 | 新建仓 |
| CRNC | CERENCE INC | $69.11万 | 0.09% | 109,527 | -1,446 | -1.3% | -$9,124 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $69.85万 | 0.10% | 23,291 | 589 | 2.6% | $1.77万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $73.78万 | 0.10% | 13,017 | 1,250 | 10.6% | $7.09万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $75.45万 | 0.10% | 2,597 | -13 | -0.5% | -$3,777 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.27万 | 0.10% | 15,194 | 173 | 1.2% | $8,685 | 加仓 |
| STIP | ISHARES TR | $77.65万 | 0.11% | 7,507 | -341 | -4.3% | -$3.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $80.59万 | 0.11% | 6,064 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $81.12万 | 0.11% | 7,152 | -183 | -2.5% | -$2.08万 | 减仓 |
| DGRO | ISHARES TR | $83.77万 | 0.11% | 11,936 | -902 | -7.0% | -$6.33万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $84.12万 | 0.12% | 8,926 | 910 | 11.4% | $8.58万 | 加仓 |
| D | DOMINION ENERGY INC | $84.17万 | 0.12% | 13,615 | -32 | -0.2% | -$1,978 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $84.92万 | 0.12% | 19,555 | -2,306 | -10.5% | -$10.01万 | 减仓 |
| CCI | CROWN CASTLE INC | $88.38万 | 0.12% | 10,870 | -18 | -0.2% | -$1,464 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $91.81万 | 0.13% | 6,273 | -107 | -1.7% | -$1.57万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $91.88万 | 0.13% | 9,437 | 9,437 | — | $91.88万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $92.70万 | 0.13% | 5,782 | -32 | -0.6% | -$5,130 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $92.86万 | 0.13% | 61,781 | -13,263 | -17.7% | -$19.93万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $92.88万 | 0.13% | 5,743 | 662 | 13.0% | $10.71万 | 加仓 |
| CRM | SALESFORCE INC | $93.23万 | 0.13% | 4,995 | -102 | -2.0% | -$1.90万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $100.05万 | 0.14% | 42,904 | 6,436 | 17.6% | $15.01万 | 加仓 |
| SRVR | PACER FDS TR | $100.41万 | 0.14% | 32,162 | -2,214 | -6.4% | -$6.91万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $100.70万 | 0.14% | 9,241 | 481 | 5.5% | $5.24万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $101.89万 | 0.14% | 14,514 | 939 | 6.9% | $6.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $104.85万 | 0.14% | 4,826 | 1 | 0.0% | $217 | 加仓 |
| VV | VANGUARD INDEX FDS | $105.07万 | 0.14% | 3,516 | 3 | 0.1% | $896 | 加仓 |
| HEFA | ISHARES TR | $106.10万 | 0.15% | 24,968 | -404 | -1.6% | -$1.72万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $110.88万 | 0.15% | 6,425 | -37 | -0.6% | -$6,385 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $116.13万 | 0.16% | 1,503 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $116.18万 | 0.16% | 35,131 | -536 | -1.5% | -$1.77万 | 减仓 |
| MRK | MERCK & CO INC | $116.60万 | 0.16% | 9,693 | -9 | -0.1% | -$1,083 | 减仓 |
| GMED | GLOBUS MED INC | $117.34万 | 0.16% | 13,619 | -199 | -1.4% | -$1.71万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $119.02万 | 0.16% | 8,118 | 592 | 7.9% | $8.68万 | 加仓 |
| TBIL | RBB FD INC | $120.51万 | 0.17% | 24,170 | 3,188 | 15.2% | $15.90万 | 加仓 |
| DXCM | DEXCOM INC | $126.39万 | 0.17% | 20,126 | -239 | -1.2% | -$1.50万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $127.97万 | 0.18% | 13,530 | 414 | 3.2% | $3.92万 | 加仓 |
| GEV | GE VERNOVA INC | $128.18万 | 0.18% | 1,468 | 41 | 2.9% | $3.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $133.52万 | 0.18% | 4,162 | 73 | 1.8% | $2.34万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $134.04万 | 0.18% | 2,061 | -1,021 | -33.1% | -$66.40万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $134.66万 | 0.18% | 28,634 | -26,972 | -48.5% | -$126.85万 | 减仓 |
| CACI | CACI INTL INC | $136.95万 | 0.19% | 2,518 | 43 | 1.7% | $2.34万 | 加仓 |
| GE | GE AEROSPACE | $143.18万 | 0.20% | 5,046 | 111 | 2.2% | $3.15万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $147.11万 | 0.20% | 17,276 | -19 | -0.1% | -$1,618 | 减仓 |
| VBK | VANGUARD INDEX FDS | $153.67万 | 0.21% | 5,084 | -141 | -2.7% | -$4.26万 | 减仓 |
| BILS | SPDR SERIES TRUST | $158.53万 | 0.22% | 15,942 | -8,066 | -33.6% | -$80.21万 | 减仓 |
| AMZN | AMAZON COM INC | $161.31万 | 0.22% | 7,745 | -7,180 | -48.1% | -$149.54万 | 减仓 |
| IVV | ISHARES TR | $161.89万 | 0.22% | 2,478 | -226 | -8.4% | -$14.76万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $179.99万 | 0.25% | 218,167 | -2,971 | -1.3% | -$2.45万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $181.28万 | 0.25% | 8,809 | -15 | -0.2% | -$3,087 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $182.50万 | 0.25% | 36,260 | 12,333 | 51.5% | $62.07万 | 加仓 |
| AES | AES CORP | $182.92万 | 0.25% | 129,820 | 64 | 0.0% | $902 | 加仓 |
| MSFT | MICROSOFT CORP | $184.25万 | 0.25% | 4,977 | -4,505 | -47.5% | -$166.78万 | 减仓 |
| GOOGL | ALPHABET INC | $188.19万 | 0.26% | 6,544 | -7,206 | -52.4% | -$207.23万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $192.46万 | 0.26% | 9,251 | 670 | 7.8% | $13.94万 | 加仓 |
| BWA | BORGWARNER INC | $203.98万 | 0.28% | 37,593 | -426 | -1.1% | -$2.31万 | 减仓 |
| TSLA | TESLA INC | $209.89万 | 0.29% | 5,646 | -474 | -7.7% | -$17.62万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $223.76万 | 0.31% | 62,659 | 56,251 | 877.8% | $200.87万 | 加仓 |