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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $21.24万 | 0.03% | 1,936 | -55 | -2.8% | -$6,033 | 减仓 |
| AGZ | ISHARES TR | $21.17万 | 0.03% | 1,930 | -357 | -15.6% | -$3.92万 | 减仓 |
| ETN | EATON CORP PLC | $21.07万 | 0.03% | 589 | 0 | 0.0% | — | 重新持有 |
| HD | HOME DEPOT INC | $20.95万 | 0.03% | 637 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $20.62万 | 0.03% | 2,500 | 2,500 | — | $20.62万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $20.58万 | 0.03% | 3,484 | 3,484 | — | $20.58万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $20.32万 | 0.03% | 6,004 | 6,004 | — | $20.32万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $20.32万 | 0.03% | 7,000 | 7,000 | — | $20.32万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.14万 | 0.03% | 815 | 815 | — | $20.14万 | 新建仓 |
| AGGY | WISDOMTREE TR | $20.13万 | 0.03% | 4,634 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $19.39万 | 0.03% | 12,882 | -45 | -0.3% | -$677 | 减仓 |
| RPD | RAPID7 INC | $17.84万 | 0.02% | 32,378 | -385 | -1.2% | -$2,121 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $8.78万 | 0.01% | 17,220 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $8.30万 | 0.01% | 15,998 | 5,000 | 45.5% | $2.60万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $8.29万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -14,596 | -100.0% | -$148.24万 | 清仓 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | -33,480 | -100.0% | -$43.99万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -7,415 | -100.0% | -$38.33万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,337 | -100.0% | -$35.87万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -4,677 | -100.0% | -$30.45万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,683 | -100.0% | -$27.29万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,256 | -100.0% | -$26.97万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,536 | -100.0% | -$25.34万 | 清仓 |
| QLYS | QUALYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,215 | -100.0% | -$25.20万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -2,019 | -100.0% | -$24.89万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,068 | -100.0% | -$24.07万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,213 | -100.0% | -$23.63万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,208 | -100.0% | -$23.07万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -42 | -100.0% | -$22.65万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,264 | -100.0% | -$22.31万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,665 | -100.0% | -$21.86万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -372 | -100.0% | -$21.07万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -1,611 | -100.0% | -$20.28万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -610 | -100.0% | -$20.13万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -119,933 | -100.0% | -$13.79万 | 清仓 |