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
UBER UBER TECHNOLOGIES INC $23.24万0.03%3,221 551.7% $3,969 加仓
HD HOME DEPOT INC $22.47万0.03%637 00.0% — 不变
MA MASTERCARD INCORPORATED $22.45万0.03%437 -11-2.5% -$5,652 减仓
CVX CHEVRON CORPORATION $22.25万0.03%1,342 -56-4.0% -$9,283 减仓
RIVN RIVIAN AUTOMOTIVE INC $22.10万0.03%12,737 -145-1.1% -$2,516 减仓
IJT ISHARES TR $22.09万0.03%1,237 1,237— $22.09万 新建仓
RTX RTX CORPORATION $22.09万0.03%1,164 -8-0.7% -$1,518 减仓
VLO VALERO ENERGY CORP $21.62万0.03%830 151.8% $3,907 加仓
IEFA ISHARES TR $21.46万0.03%2,222 -127-5.4% -$1.23万 重新持有
OXY OCCIDENTAL PETE CORP $21.42万0.03%4,411 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $21.23万0.03%15,000 00.0% — 不变
PG PROCTER & GAMBLE CO $20.99万0.03%1,431 -818-36.4% -$12.00万 减仓
DLTR DOLLAR TREE INC $20.68万0.03%1,710 -31-1.8% -$3,749 重新持有
VGT VANGUARD WORLD FD $20.56万0.03%1,720 1,355371.2% $16.19万 重新持有
— FIRST TR EXCHNG TRADED FD VI $20.22万0.03%8,455 -4,716-35.8% -$11.28万 减仓
CSCO CISCO SYS INC $20.20万0.03%1,720 1,720— $20.20万 新建仓
AGGY WISDOMTREE TR $20.15万0.03%4,634 00.0% — 不变
FSEP FIRST TR EXCHNG TRADED FD VI $20.04万0.03%3,638 3,638— $20.04万 新建仓
VG VENTURE GLOBAL INC $18.73万0.02%16,825 1,0276.5% $1.14万 加仓
DHT DHT HOLDINGS INC $17.40万0.02%10,526 -707,745-98.5% -$1,169.90万 减仓
ASAN ASANA INC $17.40万0.02%24,856 -11,534-31.7% -$8.07万 减仓
PCT PURECYCLE TECHNOLOGIES INC $12.97万0.02%15,998 00.0% — 不变
FSCO FS CREDIT OPPORTUNITIES CORP $8.59万0.01%17,220 00.0% — 不变
— EXXON MOBIL CORP $00.00%0 -179,187-100.0% -$3,040.08万 清仓
FRO FRONTLINE PLC $00.00%0 -386,264-100.0% -$1,346.52万 清仓
INSW INTERNATIONAL SEAWAYS INC $00.00%0 -180,365-100.0% -$1,314.50万 清仓
OBIL RBB FD INC $00.00%0 -92,241-100.0% -$461.90万 清仓
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -24,119-100.0% -$40.06万 清仓
CCL CARNIVAL CORP $00.00%0 -14,922-100.0% -$38.62万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -386-100.0% -$26.33万 清仓
PFE PFIZER INC $00.00%0 -8,543-100.0% -$23.99万 清仓
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -2,732-100.0% -$22.61万 清仓
SPBO SPDR SERIES TRUST $00.00%0 -7,000-100.0% -$20.32万 清仓