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
TSM TAIWAN SEMICONDUCTOR MANUFAC $51.10万0.07%1,070 -349-24.6% -$16.67万 减仓
DFUS DIMENSIONAL ETF TRUST $51.69万0.07%6,308 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $51.81万0.07%1,548 10.1% $335 加仓
— FIRST TR EXCHANGE-TRADED FD $51.92万0.07%9,544 1,06412.5% $5.79万 加仓
IBM INTERNATIONAL BUSINESS MACHS $52.79万0.07%1,877 -388-17.1% -$10.91万 减仓
IAGG ISHARES TR $53.26万0.07%10,526 -339-3.1% -$1.72万 减仓
AVGO BROADCOM INC $54.70万0.07%1,448 -113-7.2% -$4.27万 减仓
GLD SPDR GOLD TR $55.92万0.07%1,518 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $57.14万0.08%9,298 1071.2% $6,576 加仓
AVLV AMERICAN CENTY ETF TR $57.31万0.08%6,283 -359-5.4% -$3.27万 减仓
DOCT FIRST TR EXCHNG TRADED FD VI $57.93万0.08%12,409 -7,146-36.5% -$33.36万 减仓
IWM ISHARES TR $58.58万0.08%1,950 -61-3.0% -$1.83万 减仓
URNM SPROTT FDS TR $58.82万0.08%11,185 -198,754-94.7% -$1,045.25万 减仓
DGRO ISHARES TR $58.88万0.08%7,769 -4,167-34.9% -$31.58万 减仓
ZION ZIONS BANCORPORATION NATL AS $60.79万0.08%8,785 600.7% $4,152 加仓
FSTA FIDELITY COVINGTON TRUST $60.88万0.08%11,587 2,10522.2% $11.06万 加仓
KO COCA COLA CO $61.32万0.08%7,545 -604-7.4% -$4.91万 减仓
XAR SPDR SERIES TRUST $62.06万0.08%2,187 221.0% $6,243 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $62.58万0.08%24,116 8253.5% $2.14万 加仓
SHEN SHENANDOAH TELECOMMUNICATION $62.86万0.08%41,686 00.0% — 不变
P EVERPURE INC $62.99万0.08%7,994 -755-8.6% -$5.95万 减仓
VZ VERIZON COMMUNICATIONS INC $63.52万0.08%15,001 -193-1.3% -$8,172 减仓
PZZA PAPA JOHNS INTL INC $64.17万0.09%17,451 -1,137-6.1% -$4.18万 减仓
SPIB SPDR SERIES TRUST $65.00万0.09%19,427 3952.1% $1.32万 加仓
SPDW SPDR INDEX SHS FDS $65.06万0.09%12,911 -1,314-9.2% -$6.62万 减仓
BAC BANK OF AMER CORP $65.50万0.09%11,495 -371-3.1% -$2.11万 减仓
CRM SALESFORCE INC $67.86万0.09%4,332 -663-13.3% -$10.39万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $70.76万0.09%14,687 -13,947-48.7% -$67.20万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.10%1 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $76.03万0.10%2,593 -4-0.2% -$1,173 减仓
JEPI J P MORGAN EXCHANGE TRADED F $76.28万0.10%13,506 4893.8% $2.76万 加仓
STIP ISHARES TR $76.42万0.10%7,480 -27-0.4% -$2,759 减仓
VOT VANGUARD INDEX FDS $77.04万0.10%2,515 -6-0.2% -$1,838 减仓
BSV VANGUARD BD INDEX FDS $77.18万0.10%9,906 2,28530.0% $17.80万 加仓
GS GOLDMAN SACHS GROUP INC $77.63万0.10%768 40.5% $4,043 加仓
CCI CROWN CASTLE INC $77.71万0.10%10,262 -608-5.6% -$4.60万 减仓
TBIL RBB FD INC $79.19万0.11%15,883 -8,287-34.3% -$41.32万 减仓
MGK VANGUARD WORLD FD $79.32万0.11%9,023 -12-0.1% -$1,055 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $79.63万0.11%16,159 2,88721.8% $14.23万 加仓
BILS SPDR SERIES TRUST $80.14万0.11%8,064 -7,878-49.4% -$78.30万 减仓
TRIP TRIPADVISOR INC $80.28万0.11%58,558 -4,648-7.4% -$6.37万 减仓
FCOM FIDELITY COVINGTON TRUST $87.62万0.12%12,610 3,20534.1% $22.27万 加仓
OGN ORGANON & CO $93.27万0.12%68,882 -15,452-18.3% -$20.92万 减仓
REGN REGENERON PHARMACEUTICALS $93.66万0.12%1,502 -1-0.1% -$624 减仓
BOOT BOOT BARN HLDGS INC $94.14万0.12%5,731 -542-8.6% -$8.90万 减仓
GMED GLOBUS MED INC $97.46万0.13%12,335 -1,284-9.4% -$10.14万 减仓
HEFA ISHARES TR $98.00万0.13%20,884 -4,084-16.4% -$19.16万 减仓
C CITIGROUP INC $98.23万0.13%7,019 -133-1.9% -$1.86万 减仓
AU ANGLOGOLD ASHANTI PLC $99.11万0.13%12,252 2,81529.8% $22.77万 加仓
AMT AMERICAN TOWER CORP $99.20万0.13%6,064 -361-5.6% -$5.91万 减仓
TROW PRICE T ROWE GROUP INC $100.41万0.13%8,832 2,50239.5% $28.45万 加仓
CRNC CERENCE INC $100.58万0.13%88,851 -20,676-18.9% -$23.41万 减仓
D DOMINION ENERGY INC $100.73万0.13%14,750 1,1358.3% $7.75万 加仓
SRVR PACER FDS TR $101.30万0.13%31,885 -277-0.9% -$8,800 减仓
BEN FRANKLIN RESOURCES INC $108.90万0.14%32,731 8,56935.5% $28.51万 加仓
VBR VANGUARD INDEX FDS $112.15万0.15%4,616 -210-4.4% -$5.10万 减仓
XLI SELECT SECTOR SPDR TR $113.57万0.15%6,131 3886.8% $7.19万 加仓
XLK SELECT SECTOR SPDR TR $115.53万0.15%6,064 00.0% — 不变
SPHY SPDR SERIES TRUST $115.69万0.15%49,358 6,45415.0% $15.13万 加仓
COLL COLLEGIUM PHARMACEUTICAL INC $116.29万0.15%32,125 -3,006-8.6% -$10.88万 减仓
CACI CACI INTL INC $116.60万0.15%2,517 -1-0.0% -$463 减仓
VV VANGUARD INDEX FDS $118.56万0.16%3,447 -69-2.0% -$2.37万 减仓
XLY SELECT SECTOR SPDR TR $121.98万0.16%10,401 1,16012.6% $13.60万 加仓
VYMI VANGUARD WHITEHALL FDS $122.99万0.16%12,524 3,59840.3% $35.33万 加仓
PENN PENN ENTERTAINMENT INC $123.40万0.16%57,772 -4,009-6.5% -$8.56万 减仓
MRK MERCK & CO INC $123.55万0.16%9,615 -78-0.8% -$1.00万 减仓
SPY STATE STR SPDR S&P 500 ETF T $125.10万0.17%1,675 -386-18.7% -$28.83万 减仓
DXCM DEXCOM INC $126.60万0.17%18,798 -1,328-6.6% -$8.94万 减仓
XHLF BONDBLOXX ETF TRUST $127.40万0.17%25,329 -10,931-30.1% -$54.98万 减仓
AMD ADVANCED MICRO DEVICES INC $127.86万0.17%2,201 -378-14.7% -$21.96万 减仓
BAI BLACKROCK ETF TRUST $131.95万0.18%25,029 25,029— $131.95万 新建仓
SHOP SHOPIFY INC $135.00万0.18%11,823 -8,693-42.4% -$99.26万 减仓
FNCL FIDELITY COVINGTON TRUST $136.07万0.18%17,773 3,25922.5% $24.95万 加仓
SLYV SPDR SERIES TRUST $142.98万0.19%13,104 -426-3.1% -$4.65万 减仓
XLV SELECT SECTOR SPDR TR $148.93万0.20%9,387 1,26915.6% $20.13万 加仓
VTI VANGUARD INDEX FDS $157.75万0.21%4,263 1012.4% $3.74万 加仓
GEV GE VERNOVA INC $159.53万0.21%1,358 -110-7.5% -$12.92万 减仓
MDYV SPDR SERIES TRUST $163.86万0.22%17,276 00.0% — 不变
ARCO ARCOS DORADOS HLDGS INC $165.84万0.22%205,753 -12,414-5.7% -$10.01万 减仓
AMZN AMAZON COM INC $171.44万0.23%7,193 -552-7.1% -$13.16万 减仓
PANW PALO ALTO NETWORKS INC $172.09万0.23%5,046 -736-12.7% -$25.10万 减仓
VBK VANGUARD INDEX FDS $172.22万0.23%4,709 -375-7.4% -$13.71万 减仓
GE GE AEROSPACE $174.66万0.23%4,673 -373-7.4% -$13.94万 减仓
AES AES CORP $178.14万0.24%121,512 -8,308-6.4% -$12.18万 减仓
PLTR PALANTIR TECHNOLOGIES INC $182.01万0.24%15,600 -261-1.6% -$3.05万 减仓
IVV ISHARES TR $185.26万0.25%2,474 -4-0.2% -$2,995 减仓
MSFT MICROSOFT CORP $190.33万0.25%5,102 1252.5% $4.66万 加仓
VXF VANGUARD INDEX FDS $216.69万0.29%8,801 -8-0.1% -$1,970 减仓
GOOGL ALPHABET INC $218.59万0.29%6,117 -427-6.5% -$15.26万 减仓
BWA BORGWARNER INC $231.25万0.31%34,827 -2,766-7.4% -$18.37万 减仓
TSLA TESLA INC $233.43万0.31%5,550 -96-1.7% -$4.04万 减仓
META META PLATFORMS INC $241.09万0.32%4,280 -336-7.3% -$18.93万 减仓
— FIRST TR EXCHNG TRADED FD VI $242.58万0.32%87,337 00.0% — 不变
QJUN FIRST TR EXCHNG TRADED FD VI $248.62万0.33%73,586 00.0% — 不变
NVDA NVIDIA CORPORATION $266.57万0.35%13,323 -1,724-11.5% -$34.49万 减仓
SPEM SPDR INDEX SHS FDS $268.72万0.36%51,897 5421.1% $2.81万 加仓
LMT LOCKHEED MARTIN CORP $281.38万0.37%5,523 -15-0.3% -$7,642 减仓
SPYM SPDR SERIES TRUST $283.61万0.38%32,272 -18,881-36.9% -$165.93万 减仓
MSTR STRATEGY INC $287.35万0.38%33,055 -1,010-3.0% -$8.78万 减仓
AVUS AMERICAN CENTY ETF TR $289.73万0.38%22,621 -4,248-15.8% -$54.41万 减仓