13F 机构持仓

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Reston VA · SEC CIK 0001018561

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.3%
VEA 6.8%
IAU 5.8%
VOO 5.8%
PYLD 5.4%
SPTS 5.2%
EXXON MOBIL CO 4.2%
AVUV 4.2%
BRK/B 3.8%
IBIT 3.5%

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
— FIRST TR EXCHNG TRADED FD VI $224.85万0.31%87,337 -769-0.9% -$1.98万 减仓
QJUN FIRST TR EXCHNG TRADED FD VI $229.92万0.32%73,586 -156-0.2% -$4,874 减仓
PLTR PALANTIR TECHNOLOGIES INC $232.01万0.32%15,861 240.2% $3,511 加仓
SPEM SPDR INDEX SHS FDS $240.90万0.33%51,355 1,9273.9% $9.04万 加仓
SHOP SHOPIFY INC $243.36万0.33%20,516 -4,209-17.0% -$49.93万 减仓
NVDA NVIDIA CORPORATION $262.42万0.36%15,047 -2,297-13.2% -$40.06万 减仓
META META PLATFORMS INC $264.10万0.36%4,616 -1,528-24.9% -$87.42万 减仓
AVUS AMERICAN CENTY ETF TR $298.73万0.41%26,869 -131,959-83.1% -$1,467.11万 减仓
LMT LOCKHEED MARTIN CORP $334.70万0.46%5,538 00.0% — 不变
FOCT FIRST TR EXCHNG TRADED FD VI $337.86万0.46%70,860 -527-0.7% -$2.51万 减仓
MAR MARRIOTT INTL INC NEW $388.13万0.53%11,867 -4-0.0% -$1,308 减仓
SPYM SPDR SERIES TRUST $391.52万0.54%51,153 -40,488-44.2% -$309.89万 减仓
MSTR STRATEGY INC $425.13万0.58%34,065 -3,705-9.8% -$46.24万 减仓
VO VANGUARD INDEX FDS $427.96万0.59%14,902 -552-3.6% -$15.85万 减仓
OBIL RBB FD INC $461.90万0.63%92,241 30,46149.3% $152.53万 加仓
VUG VANGUARD INDEX FDS $498.21万0.68%11,406 -40,805-78.2% -$1,782.36万 减仓
VB VANGUARD INDEX FDS $499.52万0.68%19,072 -118,866-86.2% -$3,113.28万 减仓
BIL SPDR SERIES TRUST $915.24万1.25%99,874 -193,565-66.0% -$1,773.82万 减仓
AAPL APPLE INC $1,111.25万1.52%43,786 -5,700-11.5% -$144.66万 减仓
DHT DHT HOLDINGS INC $1,312.28万1.80%718,271 718,271— $1,312.28万 新建仓
INSW INTERNATIONAL SEAWAYS INC $1,314.50万1.80%180,365 180,365— $1,314.50万 新建仓
PPA INVESCO EXCHANGE TRADED FD T $1,322.67万1.81%79,823 79,823— $1,322.67万 新建仓
URNM SPROTT FDS TR $1,325.76万1.82%209,939 209,939— $1,325.76万 新建仓
FRO FRONTLINE PLC $1,346.52万1.84%386,264 386,264— $1,346.52万 新建仓
QQQ INVESCO QQQ TR $1,603.09万2.20%27,774 -230-0.8% -$13.28万 减仓
XBIL RBB FD INC $1,767.85万2.42%353,357 -203,001-36.5% -$1,015.61万 减仓
OIH VANECK ETF TRUST $1,888.23万2.59%46,714 46,714— $1,888.23万 新建仓
AG FIRST MAJESTIC SILVER CORP $1,932.86万2.65%899,840 -15,854-1.7% -$34.05万 减仓
XLE SELECT SECTOR SPDR TR $2,095.50万2.87%342,067 335,4265,050.8% $2,054.82万 加仓
IBIT ISHARES BITCOIN TRUST ETF $2,531.41万3.47%658,879 64,51810.9% $247.88万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,769.11万3.79%57,786 54,5101,663.9% $2,612.12万 加仓
AVUV AMERICAN CENTY ETF TR $3,035.00万4.16%274,735 11,7844.5% $130.18万 加仓
— EXXON MOBIL CORP $3,040.08万4.17%179,187 163,3481,031.3% $2,771.36万 加仓
SPTS SPDR SERIES TRUST $3,800.60万5.21%1,302,468 134,51411.5% $392.51万 加仓
PYLD PIMCO ETF TR $3,947.15万5.41%1,506,547 370,44532.6% $970.57万 加仓
VOO VANGUARD INDEX FDS $4,211.53万5.77%70,480 -31,261-30.7% -$1,868.00万 减仓
IAU ISHARES GOLD TR $4,264.81万5.84%483,758 14,3443.1% $126.46万 加仓
VEA VANGUARD TAX-MANAGED FDS $4,944.02万6.77%771,539 85,14812.4% $545.63万 加仓
AGG ISHARES TR $5,323.51万7.29%536,266 63,69313.5% $632.28万 加仓