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
FTEC FIDELITY COVINGTON TRUST $319.67万0.42%11,194 1,94321.0% $55.49万 加仓
DFLV DIMENSIONAL ETF TRUST $343.95万0.46%86,988 24,32938.8% $96.20万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $370.37万0.49%70,830 -30-0.0% -$1,569 减仓
MAR MARRIOTT INTL INC NEW $440.00万0.58%11,873 60.1% $2,224 加仓
VO VANGUARD INDEX FDS $462.53万0.61%57,408 -2,200-3.7% -$17.73万 减仓
VUG VANGUARD INDEX FDS $572.46万0.76%66,457 -1,979-2.9% -$17.05万 减仓
VB VANGUARD INDEX FDS $574.60万0.76%18,956 -116-0.6% -$3.52万 减仓
XBIL RBB FD INC $689.95万0.92%137,990 -215,367-60.9% -$1,076.84万 减仓
MOD MODINE MFG CO $861.94万1.14%32,280 32,280— $861.94万 新建仓
CAT CATERPILLAR INC $917.86万1.22%8,619 8,2622,314.3% $879.84万 加仓
MRVL MARVELL TECHNOLOGY INC $933.92万1.24%31,351 31,351— $933.92万 新建仓
MU MICRON TECHNOLOGY INC $934.72万1.24%8,098 7,296909.7% $842.15万 加仓
INTC INTEL CORP $937.79万1.24%67,163 61,8141,155.6% $863.11万 加仓
BIL SPDR SERIES TRUST $1,042.32万1.38%113,740 13,86613.9% $127.07万 加仓
CC CHEMOURS CO $1,187.65万1.58%578,778 578,778— $1,187.65万 新建仓
AAPL APPLE INC $1,220.08万1.62%42,165 -1,621-3.7% -$46.91万 减仓
GLW CORNING INC $1,266.25万1.68%49,573 49,573— $1,266.25万 新建仓
ETN EATON CORP PLC $1,277.47万1.70%29,979 29,3904,989.8% $1,252.37万 加仓
DELL DELL TECHNOLOGIES INC $1,283.61万1.70%29,750 29,750— $1,283.61万 新建仓
AG FIRST MAJESTIC SILVER CORP $1,567.52万2.08%924,247 24,4072.7% $41.39万 加仓
OIH VANECK ETF TRUST $1,792.74万2.38%48,188 1,4743.2% $54.84万 加仓
XLE SELECT SECTOR SPDR TR $1,916.39万2.54%360,834 18,7675.5% $99.67万 加仓
QQQ INVESCO QQQ TR $2,022.49万2.68%27,465 -309-1.1% -$22.75万 减仓
LLY ELI LILLY & CO $2,760.13万3.66%23,012 23,012— $2,760.13万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $2,827.47万3.75%849,344 190,46528.9% $634.06万 加仓
AVUV AMERICAN CENTY ETF TR $2,985.48万3.96%239,298 -35,437-12.9% -$442.11万 减仓
VOO VANGUARD INDEX FDS $2,993.08万3.97%43,580 -26,900-38.2% -$1,847.50万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $3,053.53万4.05%61,023 3,2375.6% $161.98万 加仓
IAU ISHARES GOLD TR $3,778.59万5.01%500,409 16,6513.4% $125.73万 加仓
SPTS SPDR SERIES TRUST $4,172.35万5.54%1,438,245 135,77710.4% $393.89万 加仓
PYLD PIMCO ETF TR $4,287.89万5.69%1,616,850 110,3037.3% $292.52万 加仓
VEA VANGUARD TAX-MANAGED FDS $5,249.89万6.97%736,827 -34,712-4.5% -$247.32万 减仓
AGG ISHARES TR $5,616.59万7.45%567,447 31,1815.8% $308.63万 加仓