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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $64.94万 | 0.09% | 14,225 | -456 | -3.1% | -$2.08万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $64.89万 | 0.09% | 2,521 | 49 | 2.0% | $1.26万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $64.80万 | 0.09% | 26,183 | -2,075 | -7.3% | -$5.14万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.65万 | 0.09% | 764 | -21 | -2.7% | -$1.78万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $64.28万 | 0.09% | 41,686 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $64.07万 | 0.09% | 9,405 | 777 | 9.0% | $5.29万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $63.83万 | 0.09% | 19,032 | -683 | -3.5% | -$2.29万 | 减仓 |
| KO | COCA COLA CO | $61.97万 | 0.08% | 8,149 | -145 | -1.7% | -$1.10万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $60.24万 | 0.08% | 18,588 | 19 | 0.1% | $616 | 加仓 |
| BILZ | PIMCO ETF TR | $59.91万 | 0.08% | 5,934 | 5,934 | — | $59.91万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $59.76万 | 0.08% | 7,621 | 18 | 0.2% | $1,411 | 加仓 |
| BAC | BANK AMERICA CORP | $57.84万 | 0.08% | 11,866 | -274 | -2.3% | -$1.34万 | 减仓 |
| NEM | NEWMONT CORP | $57.30万 | 0.08% | 5,293 | 5,293 | — | $57.30万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $57.07万 | 0.08% | 24,162 | 24,162 | — | $57.07万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $57.06万 | 0.08% | 6,330 | 6,330 | — | $57.06万 | 新建仓 |
| DOCU | DOCUSIGN INC | $57.06万 | 0.08% | 12,035 | -969 | -7.5% | -$4.59万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $56.46万 | 0.08% | 13,272 | 1,128 | 9.3% | $4.80万 | 加仓 |
| XAR | SPDR SERIES TRUST | $54.98万 | 0.08% | 2,165 | -4 | -0.2% | -$1,016 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.90万 | 0.08% | 2,265 | -132 | -5.5% | -$3.20万 | 减仓 |
| IAGG | ISHARES TR | $54.37万 | 0.07% | 10,865 | -592 | -5.2% | -$2.96万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $53.54万 | 0.07% | 6,642 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR I | $52.49万 | 0.07% | 53,949 | 53,949 | — | $52.49万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $52.46万 | 0.07% | 2,579 | -435 | -14.4% | -$8.85万 | 减仓 |
| SLV | ISHARES SILVER TR | $52.39万 | 0.07% | 7,688 | -250 | -3.1% | -$1.70万 | 减仓 |
| P | EVERPURE INC | $51.66万 | 0.07% | 8,749 | -188 | -2.1% | -$1.11万 | 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 |
| OGN | ORGANON & CO | $50.52万 | 0.07% | 84,334 | -28,677 | -25.4% | -$17.18万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $50.27万 | 0.07% | 8,725 | -78 | -0.9% | -$4,494 | 减仓 |
| IWM | ISHARES TR | $49.86万 | 0.07% | 2,011 | -1,133 | -36.0% | -$28.09万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $49.62万 | 0.07% | 9,482 | 615 | 6.9% | $3.22万 | 加仓 |
| AVGO | BROADCOM INC | $48.31万 | 0.07% | 1,561 | -104 | -6.2% | -$3.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.96万 | 0.07% | 1,419 | 173 | 13.9% | $5.85万 | 加仓 |
| MCD | MCDONALDS CORP | $45.85万 | 0.06% | 1,475 | -49 | -3.2% | -$1.52万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $44.73万 | 0.06% | 6,308 | -1,860 | -22.8% | -$13.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $42.77万 | 0.06% | 13,941 | -3,384 | -19.5% | -$10.38万 | 减仓 |
| IJH | ISHARES TR | $42.46万 | 0.06% | 6,287 | -777 | -11.0% | -$5.25万 | 减仓 |
| MCK | MCKESSON CORP | $40.41万 | 0.06% | 467 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $40.17万 | 0.06% | 8,687 | 2,475 | 39.8% | $11.44万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $40.06万 | 0.05% | 24,119 | 11,258 | 87.5% | $18.70万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $40.00万 | 0.05% | 15,978 | -648 | -3.9% | -$1.62万 | 减仓 |
| PHIN | PHINIA INC | $39.41万 | 0.05% | 5,758 | -58 | -1.0% | -$3,970 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $39.13万 | 0.05% | 2,988 | -33 | -1.1% | -$4,321 | 减仓 |
| IWB | ISHARES TR | $38.72万 | 0.05% | 1,086 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $38.62万 | 0.05% | 14,922 | -146 | -1.0% | -$3,779 | 减仓 |
| ARKK | ARK ETF TR | $38.60万 | 0.05% | 5,710 | 27 | 0.5% | $1,825 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.11万 | 0.05% | 1,295 | -39 | -2.9% | -$1.15万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $37.48万 | 0.05% | 6,001 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $37.45万 | 0.05% | 1,532 | -7 | -0.5% | -$1,711 | 减仓 |
| WMT | WALMART INC | $36.71万 | 0.05% | 2,954 | -14 | -0.5% | -$1,740 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $35.71万 | 0.05% | 7,369 | -1,843 | -20.0% | -$8.93万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $35.35万 | 0.05% | 7,703 | -86 | -1.1% | -$3,947 | 减仓 |
| IJR | ISHARES TR | $34.96万 | 0.05% | 2,813 | -56 | -2.0% | -$6,960 | 减仓 |
| T | AT&T INC | $34.78万 | 0.05% | 11,997 | -5 | -0.0% | -$145 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $34.68万 | 0.05% | 9,269 | -62 | -0.7% | -$2,320 | 减仓 |
| DVA | DAVITA INC | $33.69万 | 0.05% | 2,192 | -38 | -1.7% | -$5,840 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $33.41万 | 0.05% | 1,547 | 25 | 1.6% | $5,399 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $33.31万 | 0.05% | 7,217 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $33.28万 | 0.05% | 1,304 | 166 | 14.6% | $4.24万 | 加仓 |
| NOW | SERVICENOW INC | $32.59万 | 0.04% | 3,117 | -24 | -0.8% | -$2,509 | 减仓 |
| PG | PROCTER & GAMBLE CO | $32.49万 | 0.04% | 2,249 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.76万 | 0.04% | 1,107 | -523 | -32.1% | -$15.01万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $31.65万 | 0.04% | 6,898 | 5 | 0.1% | $229 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $31.54万 | 0.04% | 8,480 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $31.05万 | 0.04% | 2,703 | -46 | -1.7% | -$5,284 | 减仓 |
| MUB | ISHARES TR | $30.94万 | 0.04% | 2,915 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $30.93万 | 0.04% | 5,446 | -758 | -12.2% | -$4.30万 | 减仓 |
| IWF | ISHARES TR | $29.42万 | 0.04% | 690 | -3 | -0.4% | -$1,279 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.10万 | 0.04% | 292 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.96万 | 0.04% | 13,171 | -7,300 | -35.7% | -$16.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $28.93万 | 0.04% | 1,398 | -4 | -0.3% | -$828 | 减仓 |
| MELI | MERCADOLIBRE INC | $28.78万 | 0.04% | 166 | -1 | -0.6% | -$1,734 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.73万 | 0.04% | 1,336 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $28.67万 | 0.04% | 4,411 | -14 | -0.3% | -$910 | 重新持有 |
| SCHV | SCHWAB STRATEGIC TR | $27.14万 | 0.04% | 8,899 | 34 | 0.4% | $1,037 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.09万 | 0.04% | 802 | 802 | — | $27.09万 | 新建仓 |
| TREE | LENDINGTREE INC | $26.67万 | 0.04% | 6,220 | -94 | -1.5% | -$4,031 | 减仓 |
| V | VISA INC | $26.49万 | 0.04% | 876 | -135 | -13.4% | -$4.08万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $26.46万 | 0.04% | 5,586 | 831 | 17.5% | $3.94万 | 加仓 |
| HNI | HNI CORP | $26.43万 | 0.04% | 7,915 | -12 | -0.2% | -$401 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.33万 | 0.04% | 386 | -2 | -0.5% | -$1,364 | 减仓 |
| AMAT | APPLIED MATLS INC | $26.32万 | 0.04% | 770 | -134 | -14.8% | -$4.58万 | 减仓 |
| CAT | CATERPILLAR INC | $25.29万 | 0.03% | 357 | -102 | -22.2% | -$7.23万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $25.17万 | 0.03% | 3,418 | -1,024 | -23.1% | -$7.54万 | 减仓 |
| VG | VENTURE GLOBAL INC | $24.90万 | 0.03% | 15,798 | 18 | 0.1% | $284 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $24.25万 | 0.03% | 6,035 | -2,006 | -24.9% | -$8.06万 | 减仓 |
| PFE | PFIZER INC | $23.99万 | 0.03% | 8,543 | -82 | -1.0% | -$2,303 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $23.93万 | 0.03% | 5,667 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $23.75万 | 0.03% | 3,405 | 364 | 12.0% | $2.54万 | 加仓 |
| INTC | INTEL CORP | $23.60万 | 0.03% | 5,349 | 5,349 | — | $23.60万 | 新建仓 |
| IXN | ISHARES TR | $23.48万 | 0.03% | 2,349 | 12 | 0.5% | $1,199 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $23.37万 | 0.03% | 5,100 | -196 | -3.7% | -$8,983 | 减仓 |
| ASAN | ASANA INC | $23.29万 | 0.03% | 36,390 | -20,770 | -36.3% | -$13.29万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $22.95万 | 0.03% | 14,452 | -117,049 | -89.0% | -$185.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $22.77万 | 0.03% | 3,166 | 423 | 15.4% | $3.04万 | 加仓 |
| RTX | RTX CORPORATION | $22.61万 | 0.03% | 1,172 | 2 | 0.2% | $386 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.61万 | 0.03% | 2,732 | 2,732 | — | $22.61万 | 新建仓 |
| IUSB | ISHARES TR | $22.49万 | 0.03% | 4,869 | -1,893 | -28.0% | -$8.74万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $22.37万 | 0.03% | 448 | -69 | -13.3% | -$3.45万 | 减仓 |
| ITOT | ISHARES TR | $22.23万 | 0.03% | 1,561 | 1,561 | — | $22.23万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.58万 | 0.03% | 466 | 0 | 0.0% | — | 不变 |