13F 机构持仓

Acorn Wealth Advisors, LLC

Grand Blanc MI · SEC CIK 0001730610

2026Q22026Q1 更早 9 个季度 🔒
$3.43亿2026Q1 申报市值
264持仓数
29.8%前十大占比 · 第一大 6.3%
9 / 9新建仓 / 清仓
申报市值走势$4.10亿2026Q2
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

DIMENSIONAL ET 6.3%
BND 5.9%
SCHD 3.7%
MOAT 2.5%
SCHG 2.4%
VIG 2.0%
DIMENSIONAL ET 1.8%
DFCF 1.8%
MSFT 1.8%
XLK 1.7%

2026Q1 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$428.84万
DIMENSIONAL ETF 加仓+$105.71万
CGIC 加仓+$85.88万
DIMENSIONAL ETF 加仓+$85.34万
MDY 加仓+$84.19万

2026Q1 卖出最多 按季末市值估算

NVDA 减仓-$93.16万
SMOT 清仓-$77.94万
AAPL 减仓-$56.93万
SPY 减仓-$46.04万
BUFR 减仓-$44.67万

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
SMOT VANECK ETF TRUST $00.00%0 -21,529-100.0% -$77.94万 清仓
NOBL PROSHARES TR $00.00%0 —— — 申报中断
MEOH METHANEX CORP $00.00%0 -9,500-100.0% -$37.73万 清仓
IUSB ISHARES TR $00.00%0 -6,757-100.0% -$31.45万 清仓
CHD CHURCH & DWIGHT CO INC $00.00%0 -3,259-100.0% -$27.33万 清仓
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
ABT ABBOTT LABS $00.00%0 -1,752-100.0% -$21.96万 清仓
— ALPS ETF TR $00.00%0 -3,997-100.0% -$21.01万 清仓
CATH GLOBAL X FDS $00.00%0 —— — 申报中断
VV VANGUARD INDEX FDS $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -1,331-100.0% -$20.39万 清仓
SHOP SHOPIFY INC $00.00%0 -1,265-100.0% -$20.36万 清仓
VMRK EQUITY RESIDENTIAL $00.00%0 —— — 申报中断
HACK AMPLIFY ETF TR $00.00%0 —— — 申报中断
ZNTL ZENTALIS PHARMACEUTICALS INC $00.00%0 -20,000-100.0% -$2.70万 清仓
— DATAVAULT AI INC $9,3730.00%15,159 15,159— $9,373 新建仓
— VIVOS THERAPEUTICS INC $1.74万0.01%14,776 00.0% — 不变
— OXFORD SQUARE CAP CORP $2.20万0.01%12,447 3903.2% $690 加仓
NAT NORDIC AMERICAN TANKERS LIMI $5.86万0.02%10,000 00.0% — 不变
AGNC AGNC INVT CORP $17.68万0.05%17,623 2,18814.2% $2.19万 加仓
XLB SELECT SECTOR SPDR TR $20.33万0.06%4,068 4,068— $20.33万 新建仓
GM GENERAL MTRS CO $20.35万0.06%2,732 -16-0.6% -$1,192 减仓
PEP PEPSICO INC $20.50万0.06%1,320 -87-6.2% -$1.35万 减仓
ORCL ORACLE CORP $21.11万0.06%1,435 -55-3.7% -$8,092 减仓
NFLX NETFLIX INC. $21.17万0.06%2,202 -194-8.1% -$1.87万 减仓
SMCI SUPER MICRO COMPUTER INC $21.26万0.06%9,336 4344.9% $9,882 加仓
SGI SOMNIGROUP INTERNATIONAL INC $21.29万0.06%2,880 -149-4.9% -$1.10万 减仓
TT TRANE TECHNOLOGIES PLC $21.75万0.06%522 00.0% — 不变
TLT ISHARES TR $21.88万0.06%2,524 -689-21.4% -$5.97万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $21.91万0.06%4,744 -1,942-29.0% -$8.97万 减仓
AZO AUTOZONE INC $21.96万0.06%65 46.6% $1.35万 加仓
LQD ISHARES TR $22.28万0.06%2,044 -9-0.4% -$981 减仓
BKCH GLOBAL X FDS $22.50万0.07%4,030 -26-0.6% -$1,452 减仓
PM PHILIP MORRIS INTL INC $22.65万0.07%1,370 -4-0.3% -$661 减仓
USHY ISHARES TR $22.78万0.07%6,184 150.2% $553 加仓
IVW ISHARES TR $22.89万0.07%2,024 -783-27.9% -$8.86万 减仓
RSPH INVESCO EXCHANGE TRADED FD T $22.96万0.07%7,603 -8,845-53.8% -$26.70万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $23.20万0.07%4,179 4,179— $23.20万 新建仓
VHT VANGUARD WORLD FD $23.25万0.07%854 -261-23.4% -$7.11万 减仓
AMD ADVANCED MICRO DEVICES INC $23.64万0.07%1,162 -111-8.7% -$2.26万 减仓
BIL SPDR SERIES TRUST $23.80万0.07%2,597 -204-7.3% -$1.87万 减仓
MPC MARATHON PETE CORP $23.87万0.07%978 978— $23.87万 新建仓
XAR SPDR SERIES TRUST $24.08万0.07%948 948— $24.08万 新建仓
— BLACKROCK MUNIYIELD MICH QU $24.22万0.07%20,391 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $24.32万0.07%10,474 -105-1.0% -$2,438 减仓
DUSB DIMENSIONAL ETF TRUST $24.57万0.07%4,845 -2,094-30.2% -$10.62万 减仓
PFXF VANECK ETF TRUST $24.81万0.07%14,144 -57-0.4% -$1,000 减仓
DE DEERE & CO $24.88万0.07%442 -5-1.1% -$2,814 减仓
JCI JOHNSON CONTROLS INTERNATION $24.88万0.07%1,900 00.0% — 不变
PYLD PIMCO ETF TR $24.99万0.07%9,539 -1,774-15.7% -$4.65万 减仓
BAC BANK AMERICA CORP $25.29万0.07%5,187 1693.4% $8,238 加仓
IVE ISHARES TR $25.35万0.07%1,201 -362-23.2% -$7.64万 减仓
FLTR VANECK ETF TRUST $25.60万0.07%10,048 -99-1.0% -$2,523 减仓
EFV ISHARES TR $25.78万0.08%3,467 -30-0.9% -$2,230 减仓
FPE FIRST TR EXCH TRADED FD III $25.78万0.08%14,526 -6-0.0% -$106 减仓
FR FIRST INDL RLTY TR INC $25.88万0.08%4,473 00.0% — 不变
SGOV ISHARES TR $25.91万0.08%2,574 2,574— $25.91万 新建仓
— ELEVATION SERIES TRUST $26.19万0.08%6,545 -58-0.9% -$2,321 减仓
VZ VERIZON COMMUNICATIONS INC $26.34万0.08%5,246 -881-14.4% -$4.42万 减仓
UTES ETFIS SER TR I $26.42万0.08%3,306 3,306— $26.42万 新建仓
CRH CRH PLC $26.80万0.08%2,549 35916.4% $3.77万 加仓
SCHV SCHWAB STRATEGIC TR $26.84万0.08%8,799 370.4% $1,128 加仓
GBIL GOLDMAN SACHS ETF TR $26.99万0.08%2,694 -21-0.8% -$2,104 减仓
REGL PROSHARES TR $27.45万0.08%3,176 -1,993-38.6% -$17.22万 减仓
IEMG ISHARES INC $27.54万0.08%3,948 -291-6.9% -$2.03万 重新持有
BA BOEING CO $27.59万0.08%1,386 100.7% $1,990 加仓
GNL GLOBAL NET LEASE INC $27.88万0.08%29,781 6132.1% $5,738 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $28.02万0.08%829 -77-8.5% -$2.60万 减仓
INTC INTEL CORP $28.15万0.08%6,379 -1-0.0% -$44 减仓
VIGI VANGUARD WHITEHALL FDS $28.27万0.08%3,195 200.6% $1,769 加仓
LONZ PIMCO ETF TR $28.34万0.08%5,739 -52-0.9% -$2,568 减仓
GD GENERAL DYNAMICS CORP $28.76万0.08%838 10.1% $343 加仓
CIEN CIENA CORP $29.04万0.08%748 -826-52.5% -$32.07万 减仓
IQLT ISHARES TR $29.16万0.09%6,307 6,307— $29.16万 新建仓
DFGX DIMENSIONAL ETF TRUST $29.25万0.09%5,576 -49-0.9% -$2,570 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $29.28万0.09%4,671 -293-5.9% -$1.84万 减仓
SPSM SPDR SERIES TRUST $29.41万0.09%6,086 4097.2% $1.98万 加仓
XLF SELECT SECTOR SPDR TR $29.41万0.09%5,957 120.2% $592 加仓
SMDV PROSHARES TR $29.44万0.09%4,280 310.7% $2,132 加仓
— LISTED FDS TR $29.67万0.09%8,336 -2,641-24.1% -$9.40万 减仓
IWM ISHARES TR $29.87万0.09%1,205 -28-2.3% -$6,942 减仓
CLH CLEAN HARBORS INC $29.91万0.09%1,043 363.6% $1.03万 加仓
STWD STARWOOD PPTY TR INC $30.06万0.09%17,456 2211.3% $3,806 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $30.21万0.09%15,950 6514.3% $1.23万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $30.50万0.09%643 429200.5% $20.35万 重新持有
BBHY J P MORGAN EXCHANGE TRADED F $30.63万0.09%6,684 801.2% $3,666 加仓
PBA PEMBINA PIPELINE CORP $30.78万0.09%6,877 -292-4.1% -$1.31万 减仓
VGT VANGUARD WORLD FD $30.83万0.09%442 10.2% $698 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $31.19万0.09%12,207 750.6% $1,916 加仓
PFFV GLOBAL X FDS $31.33万0.09%14,354 -45-0.3% -$982 减仓
VT VANGUARD INTL EQUITY INDEX F $31.42万0.09%2,272 40.2% $553 加仓
PTRB PGIM ETF TR $31.79万0.09%7,658 300.4% $1,245 加仓
GILD GILEAD SCIENCES INC $32.01万0.09%2,297 150.7% $2,090 加仓
SYK STRYKER CORPORATION $32.04万0.09%975 30.3% $986 加仓
DEM WISDOMTREE TR $32.14万0.09%6,469 -16-0.2% -$795 减仓
SPMD SPDR SERIES TRUST $32.77万0.10%5,534 2815.3% $1.66万 加仓
PFE PFIZER INC $32.89万0.10%11,712 -656-5.3% -$1.84万 减仓
ACWX ISHARES TR $33.21万0.10%4,850 -10-0.2% -$685 减仓
BLV VANGUARD BD INDEX FDS $33.80万0.10%4,914 140.3% $963 加仓
VYM VANGUARD WHITEHALL FDS $33.99万0.10%2,295 85759.6% $12.69万 加仓