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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $5,323.51万 | 7.29% | 536,266 | 63,693 | 13.5% | $632.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,944.02万 | 6.77% | 771,539 | 85,148 | 12.4% | $545.63万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,264.81万 | 5.84% | 483,758 | 14,344 | 3.1% | $126.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,211.53万 | 5.77% | 70,480 | -31,261 | -30.7% | -$1,868.00万 | 减仓 |
| PYLD | PIMCO ETF TR | $3,947.15万 | 5.41% | 1,506,547 | 370,445 | 32.6% | $970.57万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $3,800.60万 | 5.21% | 1,302,468 | 134,514 | 11.5% | $392.51万 | 加仓 |
| — | EXXON MOBIL CORP | $3,040.08万 | 4.17% | 179,187 | 163,348 | 1,031.3% | $2,771.36万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,035.00万 | 4.16% | 274,735 | 11,784 | 4.5% | $130.18万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,769.11万 | 3.79% | 57,786 | 54,510 | 1,663.9% | $2,612.12万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,531.41万 | 3.47% | 658,879 | 64,518 | 10.9% | $247.88万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,095.50万 | 2.87% | 342,067 | 335,426 | 5,050.8% | $2,054.82万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $1,932.86万 | 2.65% | 899,840 | -15,854 | -1.7% | -$34.05万 | 减仓 |
| OIH | VANECK ETF TRUST | $1,888.23万 | 2.59% | 46,714 | 46,714 | — | $1,888.23万 | 新建仓 |
| XBIL | RBB FD INC | $1,767.85万 | 2.42% | 353,357 | -203,001 | -36.5% | -$1,015.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,603.09万 | 2.20% | 27,774 | -230 | -0.8% | -$13.28万 | 减仓 |
| FRO | FRONTLINE PLC | $1,346.52万 | 1.84% | 386,264 | 386,264 | — | $1,346.52万 | 新建仓 |
| URNM | SPROTT FDS TR | $1,325.76万 | 1.82% | 209,939 | 209,939 | — | $1,325.76万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,322.67万 | 1.81% | 79,823 | 79,823 | — | $1,322.67万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $1,314.50万 | 1.80% | 180,365 | 180,365 | — | $1,314.50万 | 新建仓 |
| DHT | DHT HOLDINGS INC | $1,312.28万 | 1.80% | 718,271 | 718,271 | — | $1,312.28万 | 新建仓 |
| AAPL | APPLE INC | $1,111.25万 | 1.52% | 43,786 | -5,700 | -11.5% | -$144.66万 | 减仓 |
| BIL | SPDR SERIES TRUST | $915.24万 | 1.25% | 99,874 | -193,565 | -66.0% | -$1,773.82万 | 减仓 |
| VB | VANGUARD INDEX FDS | $499.52万 | 0.68% | 19,072 | -118,866 | -86.2% | -$3,113.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $498.21万 | 0.68% | 11,406 | -40,805 | -78.2% | -$1,782.36万 | 减仓 |
| OBIL | RBB FD INC | $461.90万 | 0.63% | 92,241 | 30,461 | 49.3% | $152.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $427.96万 | 0.59% | 14,902 | -552 | -3.6% | -$15.85万 | 减仓 |
| MSTR | STRATEGY INC | $425.13万 | 0.58% | 34,065 | -3,705 | -9.8% | -$46.24万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $391.52万 | 0.54% | 51,153 | -40,488 | -44.2% | -$309.89万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $388.13万 | 0.53% | 11,867 | -4 | -0.0% | -$1,308 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $337.86万 | 0.46% | 70,860 | -527 | -0.7% | -$2.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $334.70万 | 0.46% | 5,538 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $298.73万 | 0.41% | 26,869 | -131,959 | -83.1% | -$1,467.11万 | 减仓 |
| META | META PLATFORMS INC | $264.10万 | 0.36% | 4,616 | -1,528 | -24.9% | -$87.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $262.42万 | 0.36% | 15,047 | -2,297 | -13.2% | -$40.06万 | 减仓 |
| SHOP | SHOPIFY INC | $243.36万 | 0.33% | 20,516 | -4,209 | -17.0% | -$49.93万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $240.90万 | 0.33% | 51,355 | 1,927 | 3.9% | $9.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $232.01万 | 0.32% | 15,861 | 24 | 0.2% | $3,511 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $229.92万 | 0.32% | 73,586 | -156 | -0.2% | -$4,874 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $224.85万 | 0.31% | 87,337 | -769 | -0.9% | -$1.98万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $223.76万 | 0.31% | 62,659 | 56,251 | 877.8% | $200.87万 | 加仓 |
| TSLA | TESLA INC | $209.89万 | 0.29% | 5,646 | -474 | -7.7% | -$17.62万 | 减仓 |
| BWA | BORGWARNER INC | $203.98万 | 0.28% | 37,593 | -426 | -1.1% | -$2.31万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $192.46万 | 0.26% | 9,251 | 670 | 7.8% | $13.94万 | 加仓 |
| GOOGL | ALPHABET INC | $188.19万 | 0.26% | 6,544 | -7,206 | -52.4% | -$207.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $184.25万 | 0.25% | 4,977 | -4,505 | -47.5% | -$166.78万 | 减仓 |
| AES | AES CORP | $182.92万 | 0.25% | 129,820 | 64 | 0.0% | $902 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $182.50万 | 0.25% | 36,260 | 12,333 | 51.5% | $62.07万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $181.28万 | 0.25% | 8,809 | -15 | -0.2% | -$3,087 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $179.99万 | 0.25% | 218,167 | -2,971 | -1.3% | -$2.45万 | 减仓 |
| IVV | ISHARES TR | $161.89万 | 0.22% | 2,478 | -226 | -8.4% | -$14.76万 | 减仓 |
| AMZN | AMAZON COM INC | $161.31万 | 0.22% | 7,745 | -7,180 | -48.1% | -$149.54万 | 减仓 |
| BILS | SPDR SERIES TRUST | $158.53万 | 0.22% | 15,942 | -8,066 | -33.6% | -$80.21万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $153.67万 | 0.21% | 5,084 | -141 | -2.7% | -$4.26万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $147.11万 | 0.20% | 17,276 | -19 | -0.1% | -$1,618 | 减仓 |
| GE | GE AEROSPACE | $143.18万 | 0.20% | 5,046 | 111 | 2.2% | $3.15万 | 加仓 |
| CACI | CACI INTL INC | $136.95万 | 0.19% | 2,518 | 43 | 1.7% | $2.34万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $134.66万 | 0.18% | 28,634 | -26,972 | -48.5% | -$126.85万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $134.04万 | 0.18% | 2,061 | -1,021 | -33.1% | -$66.40万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $133.52万 | 0.18% | 4,162 | 73 | 1.8% | $2.34万 | 加仓 |
| GEV | GE VERNOVA INC | $128.18万 | 0.18% | 1,468 | 41 | 2.9% | $3.58万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $127.97万 | 0.18% | 13,530 | 414 | 3.2% | $3.92万 | 加仓 |
| DXCM | DEXCOM INC | $126.39万 | 0.17% | 20,126 | -239 | -1.2% | -$1.50万 | 减仓 |
| TBIL | RBB FD INC | $120.51万 | 0.17% | 24,170 | 3,188 | 15.2% | $15.90万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $119.02万 | 0.16% | 8,118 | 592 | 7.9% | $8.68万 | 加仓 |
| GMED | GLOBUS MED INC | $117.34万 | 0.16% | 13,619 | -199 | -1.4% | -$1.71万 | 减仓 |
| MRK | MERCK & CO INC | $116.60万 | 0.16% | 9,693 | -9 | -0.1% | -$1,083 | 减仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $116.18万 | 0.16% | 35,131 | -536 | -1.5% | -$1.77万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $116.13万 | 0.16% | 1,503 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $110.88万 | 0.15% | 6,425 | -37 | -0.6% | -$6,385 | 减仓 |
| HEFA | ISHARES TR | $106.10万 | 0.15% | 24,968 | -404 | -1.6% | -$1.72万 | 减仓 |
| VV | VANGUARD INDEX FDS | $105.07万 | 0.14% | 3,516 | 3 | 0.1% | $896 | 加仓 |
| VBR | VANGUARD INDEX FDS | $104.85万 | 0.14% | 4,826 | 1 | 0.0% | $217 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $101.89万 | 0.14% | 14,514 | 939 | 6.9% | $6.59万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $100.70万 | 0.14% | 9,241 | 481 | 5.5% | $5.24万 | 加仓 |
| SRVR | PACER FDS TR | $100.41万 | 0.14% | 32,162 | -2,214 | -6.4% | -$6.91万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $100.05万 | 0.14% | 42,904 | 6,436 | 17.6% | $15.01万 | 加仓 |
| CRM | SALESFORCE INC | $93.23万 | 0.13% | 4,995 | -102 | -2.0% | -$1.90万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $92.88万 | 0.13% | 5,743 | 662 | 13.0% | $10.71万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $92.86万 | 0.13% | 61,781 | -13,263 | -17.7% | -$19.93万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $92.70万 | 0.13% | 5,782 | -32 | -0.6% | -$5,130 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $91.88万 | 0.13% | 9,437 | 9,437 | — | $91.88万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $91.81万 | 0.13% | 6,273 | -107 | -1.7% | -$1.57万 | 减仓 |
| CCI | CROWN CASTLE INC | $88.38万 | 0.12% | 10,870 | -18 | -0.2% | -$1,464 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $84.92万 | 0.12% | 19,555 | -2,306 | -10.5% | -$10.01万 | 减仓 |
| D | DOMINION ENERGY INC | $84.17万 | 0.12% | 13,615 | -32 | -0.2% | -$1,978 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $84.12万 | 0.12% | 8,926 | 910 | 11.4% | $8.58万 | 加仓 |
| DGRO | ISHARES TR | $83.77万 | 0.11% | 11,936 | -902 | -7.0% | -$6.33万 | 减仓 |
| C | CITIGROUP INC | $81.12万 | 0.11% | 7,152 | -183 | -2.5% | -$2.08万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $80.59万 | 0.11% | 6,064 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $77.65万 | 0.11% | 7,507 | -341 | -4.3% | -$3.53万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $76.27万 | 0.10% | 15,194 | 173 | 1.2% | $8,685 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $75.45万 | 0.10% | 2,597 | -13 | -0.5% | -$3,777 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $73.78万 | 0.10% | 13,017 | 1,250 | 10.6% | $7.09万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $69.85万 | 0.10% | 23,291 | 589 | 2.6% | $1.77万 | 加仓 |
| CRNC | CERENCE INC | $69.11万 | 0.09% | 109,527 | -1,446 | -1.3% | -$9,124 | 减仓 |
| RGLD | ROYAL GOLD INC | $67.77万 | 0.09% | 2,663 | 2,663 | — | $67.77万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $67.38万 | 0.09% | 63,206 | -847 | -1.3% | -$9,029 | 减仓 |
| MGK | VANGUARD WORLD FD | $66.39万 | 0.09% | 1,807 | -26 | -1.4% | -$9,553 | 减仓 |
| GLD | SPDR GOLD TR | $65.32万 | 0.09% | 1,518 | -65 | -4.1% | -$2.80万 | 减仓 |