ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Reston VA · SEC CIK 0001018561
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOT | VANGUARD INDEX FDS | $77.04万 | 0.10% | 2,515 | -6 | -0.2% | -$1,838 | 减仓 |
| STIP | ISHARES TR | $76.42万 | 0.10% | 7,480 | -27 | -0.4% | -$2,759 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $76.28万 | 0.10% | 13,506 | 489 | 3.8% | $2.76万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.03万 | 0.10% | 2,593 | -4 | -0.2% | -$1,173 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $70.76万 | 0.09% | 14,687 | -13,947 | -48.7% | -$67.20万 | 减仓 |
| CRM | SALESFORCE INC | $67.86万 | 0.09% | 4,332 | -663 | -13.3% | -$10.39万 | 减仓 |
| BAC | BANK OF AMER CORP | $65.50万 | 0.09% | 11,495 | -371 | -3.1% | -$2.11万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $65.06万 | 0.09% | 12,911 | -1,314 | -9.2% | -$6.62万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $65.00万 | 0.09% | 19,427 | 395 | 2.1% | $1.32万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $64.17万 | 0.09% | 17,451 | -1,137 | -6.1% | -$4.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.52万 | 0.08% | 15,001 | -193 | -1.3% | -$8,172 | 减仓 |
| P | EVERPURE INC | $62.99万 | 0.08% | 7,994 | -755 | -8.6% | -$5.95万 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $62.86万 | 0.08% | 41,686 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $62.58万 | 0.08% | 24,116 | 825 | 3.5% | $2.14万 | 加仓 |
| XAR | SPDR SERIES TRUST | $62.06万 | 0.08% | 2,187 | 22 | 1.0% | $6,243 | 加仓 |
| KO | COCA COLA CO | $61.32万 | 0.08% | 7,545 | -604 | -7.4% | -$4.91万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $60.88万 | 0.08% | 11,587 | 2,105 | 22.2% | $11.06万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $60.79万 | 0.08% | 8,785 | 60 | 0.7% | $4,152 | 加仓 |
| DGRO | ISHARES TR | $58.88万 | 0.08% | 7,769 | -4,167 | -34.9% | -$31.58万 | 减仓 |
| URNM | SPROTT FDS TR | $58.82万 | 0.08% | 11,185 | -198,754 | -94.7% | -$1,045.25万 | 减仓 |
| IWM | ISHARES TR | $58.58万 | 0.08% | 1,950 | -61 | -3.0% | -$1.83万 | 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 |
| AVLV | AMERICAN CENTY ETF TR | $57.31万 | 0.08% | 6,283 | -359 | -5.4% | -$3.27万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $57.14万 | 0.08% | 9,298 | 107 | 1.2% | $6,576 | 加仓 |
| GLD | SPDR GOLD TR | $55.92万 | 0.07% | 1,518 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $54.70万 | 0.07% | 1,448 | -113 | -7.2% | -$4.27万 | 减仓 |
| IAGG | ISHARES TR | $53.26万 | 0.07% | 10,526 | -339 | -3.1% | -$1.72万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $52.79万 | 0.07% | 1,877 | -388 | -17.1% | -$10.91万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $51.92万 | 0.07% | 9,544 | 1,064 | 12.5% | $5.79万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $51.81万 | 0.07% | 1,548 | 1 | 0.1% | $335 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $51.69万 | 0.07% | 6,308 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.10万 | 0.07% | 1,070 | -349 | -24.6% | -$16.67万 | 减仓 |
| RGLD | ROYAL GOLD INC | $48.56万 | 0.06% | 2,433 | -230 | -8.6% | -$4.59万 | 减仓 |
| DVA | DAVITA INC | $48.54万 | 0.06% | 2,182 | -10 | -0.5% | -$2,225 | 减仓 |
| DOCU | DOCUSIGN INC | $48.31万 | 0.06% | 10,875 | -1,160 | -9.6% | -$5.15万 | 减仓 |
| AMAT | APPLIED MATLS INC | $47.59万 | 0.06% | 658 | -112 | -14.5% | -$8.10万 | 减仓 |
| IJH | ISHARES TR | $47.58万 | 0.06% | 6,171 | -116 | -1.8% | -$8,945 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $46.54万 | 0.06% | 14,676 | 735 | 5.3% | $2.33万 | 加仓 |
| ARKK | ARK ETF TR | $46.32万 | 0.06% | 5,731 | 21 | 0.4% | $1,697 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $45.98万 | 0.06% | 8,173 | 956 | 13.2% | $5.38万 | 加仓 |
| NEM | NEWMONT CORP | $44.53万 | 0.06% | 4,768 | -525 | -9.9% | -$4.90万 | 减仓 |
| IWB | ISHARES TR | $44.47万 | 0.06% | 1,086 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $44.26万 | 0.06% | 5,373 | -385 | -6.7% | -$3.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $42.85万 | 0.06% | 15,471 | -10,712 | -40.9% | -$29.67万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $42.46万 | 0.06% | 14,861 | 14,861 | — | $42.46万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $41.95万 | 0.06% | 6,001 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $41.94万 | 0.06% | 9,687 | 1,000 | 11.5% | $4.33万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $41.80万 | 0.06% | 1,070 | -234 | -17.9% | -$9.14万 | 减仓 |
| SLV | ISHARES SILVER TR | $40.97万 | 0.05% | 7,663 | -25 | -0.3% | -$1,337 | 减仓 |
| IJR | ISHARES TR | $40.89万 | 0.05% | 2,757 | -56 | -2.0% | -$8,305 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $40.50万 | 0.05% | 7,775 | 72 | 0.9% | $3,750 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.02万 | 0.05% | 1,576 | 44 | 2.9% | $1.12万 | 加仓 |
| GOOG | ALPHABET INC | $39.76万 | 0.05% | 1,125 | 18 | 1.6% | $6,362 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $39.53万 | 0.05% | 15,770 | -208 | -1.3% | -$5,214 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $38.56万 | 0.05% | 1,178 | -117 | -9.0% | -$3.83万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $38.39万 | 0.05% | 6,978 | -391 | -5.3% | -$2.15万 | 减仓 |
| MCD | MCDONALDS CORP | $38.37万 | 0.05% | 1,419 | -56 | -3.8% | -$1.51万 | 减仓 |
| BILZ | PIMCO ETF TR | $38.04万 | 0.05% | 3,769 | -2,165 | -36.5% | -$21.85万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $36.74万 | 0.05% | 8,827 | -442 | -4.8% | -$1.84万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $36.51万 | 0.05% | 2,885 | -103 | -3.4% | -$1.30万 | 减仓 |
| MCK | MCKESSON CORP | $35.44万 | 0.05% | 469 | 2 | 0.4% | $1,511 | 加仓 |
| EEM | ISHARES TR | $35.14万 | 0.05% | 5,137 | -309 | -5.7% | -$2.11万 | 减仓 |
| IWF | ISHARES TR | $34.02万 | 0.05% | 2,740 | -20 | -0.7% | -$2,483 | 减仓 |
| IXN | ISHARES TR | $33.94万 | 0.05% | 2,349 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $33.76万 | 0.04% | 6,338 | 6,338 | — | $33.76万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $32.05万 | 0.04% | 6,617 | 6,617 | — | $32.05万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $31.94万 | 0.04% | 2,702 | -1 | -0.0% | -$118 | 减仓 |
| — | COLUMBIA ETF TR I | $31.71万 | 0.04% | 28,118 | -25,831 | -47.9% | -$29.13万 | 减仓 |
| MUB | ISHARES TR | $31.37万 | 0.04% | 2,915 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $31.30万 | 0.04% | 6,903 | 5 | 0.1% | $227 | 加仓 |
| V | VISA INC | $30.45万 | 0.04% | 887 | 11 | 1.3% | $3,776 | 加仓 |
| WMT | WALMART INC | $30.38万 | 0.04% | 2,683 | -271 | -9.2% | -$3.07万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $29.66万 | 0.04% | 5,875 | 289 | 5.2% | $1.46万 | 加仓 |
| HNI | HNI CORP | $29.56万 | 0.04% | 7,315 | -600 | -7.6% | -$2.42万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.98万 | 0.04% | 3,390 | 3,390 | — | $28.98万 | 新建仓 |
| ITOT | ISHARES TR | $28.67万 | 0.04% | 1,745 | 184 | 11.8% | $3.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.65万 | 0.04% | 1,211 | -125 | -9.4% | -$2.96万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.21万 | 0.04% | 1,597 | -78,226 | -98.0% | -$1,381.86万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $28.05万 | 0.04% | 3,821 | 403 | 11.8% | $2.96万 | 加仓 |
| NOW | SERVICENOW INC | $28.00万 | 0.04% | 2,820 | -297 | -9.5% | -$2.95万 | 减仓 |
| MELI | MERCADOLIBRE INC | $27.91万 | 0.04% | 164 | -2 | -1.2% | -$3,404 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.70万 | 0.04% | 7,959 | -940 | -10.6% | -$3.27万 | 减仓 |
| TREE | LENDINGTREE INC | $27.54万 | 0.04% | 6,218 | -2 | -0.0% | -$89 | 减仓 |
| IEMG | ISHARES INC | $26.13万 | 0.03% | 3,155 | -250 | -7.3% | -$2.07万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $25.72万 | 0.03% | 14,342 | -110 | -0.8% | -$1,972 | 减仓 |
| QLYS | QUALYS INC | $25.69万 | 0.03% | 1,869 | -28 | -1.5% | -$3,849 | 重新持有 |
| CGGR | CAPITAL GROUP GROWTH ETF | $25.69万 | 0.03% | 5,443 | -592 | -9.8% | -$2.79万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $25.10万 | 0.03% | 5,735 | 68 | 1.2% | $2,976 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.98万 | 0.03% | 267 | -25 | -8.6% | -$2.34万 | 减仓 |
| AGZ | ISHARES TR | $24.95万 | 0.03% | 2,283 | 353 | 18.3% | $3.86万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.74万 | 0.03% | 1,936 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $24.46万 | 0.03% | 4,188 | 704 | 20.2% | $4.11万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $24.35万 | 0.03% | 466 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.83万 | 0.03% | 11,514 | -483 | -4.0% | -$9,998 | 减仓 |
| IUSB | ISHARES TR | $23.80万 | 0.03% | 5,158 | 289 | 5.9% | $1.33万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $23.77万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC | $23.77万 | 0.03% | 29,341 | -3,037 | -9.4% | -$2.46万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $23.34万 | 0.03% | 5,623 | -381 | -6.3% | -$1.58万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $23.31万 | 0.03% | 5,057 | -43 | -0.8% | -$1,982 | 减仓 |