Acorn Wealth Advisors, LLC
Grand Blanc MI · SEC CIK 0001730610
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -21,529 | -100.0% | -$77.94万 | 清仓 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | -9,500 | -100.0% | -$37.73万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -6,757 | -100.0% | -$31.45万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -3,259 | -100.0% | -$27.33万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,752 | -100.0% | -$21.96万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -3,997 | -100.0% | -$21.01万 | 清仓 |
| CATH | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,331 | -100.0% | -$20.39万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,265 | -100.0% | -$20.36万 | 清仓 |
| VMRK | EQUITY RESIDENTIAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.70万 | 清仓 |
| — | DATAVAULT AI INC | $9,373 | 0.00% | 15,159 | 15,159 | — | $9,373 | 新建仓 |
| — | VIVOS THERAPEUTICS INC | $1.74万 | 0.01% | 14,776 | 0 | 0.0% | — | 不变 |
| — | OXFORD SQUARE CAP CORP | $2.20万 | 0.01% | 12,447 | 390 | 3.2% | $690 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $5.86万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $17.68万 | 0.05% | 17,623 | 2,188 | 14.2% | $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 | 434 | 4.9% | $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 | 0 | 0.0% | — | 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 | 4 | 6.6% | $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 | 15 | 0.2% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 169 | 3.4% | $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 | 0 | 0.0% | — | 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 | 359 | 16.4% | $3.77万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $26.84万 | 0.08% | 8,799 | 37 | 0.4% | $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 | 10 | 0.7% | $1,990 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $27.88万 | 0.08% | 29,781 | 613 | 2.1% | $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 | 20 | 0.6% | $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 | 1 | 0.1% | $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 | 409 | 7.2% | $1.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $29.41万 | 0.09% | 5,957 | 12 | 0.2% | $592 | 加仓 |
| SMDV | PROSHARES TR | $29.44万 | 0.09% | 4,280 | 31 | 0.7% | $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 | 36 | 3.6% | $1.03万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $30.06万 | 0.09% | 17,456 | 221 | 1.3% | $3,806 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $30.21万 | 0.09% | 15,950 | 651 | 4.3% | $1.23万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $30.50万 | 0.09% | 643 | 429 | 200.5% | $20.35万 | 重新持有 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $30.63万 | 0.09% | 6,684 | 80 | 1.2% | $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 | 1 | 0.2% | $698 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $31.19万 | 0.09% | 12,207 | 75 | 0.6% | $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 | 4 | 0.2% | $553 | 加仓 |
| PTRB | PGIM ETF TR | $31.79万 | 0.09% | 7,658 | 30 | 0.4% | $1,245 | 加仓 |
| GILD | GILEAD SCIENCES INC | $32.01万 | 0.09% | 2,297 | 15 | 0.7% | $2,090 | 加仓 |
| SYK | STRYKER CORPORATION | $32.04万 | 0.09% | 975 | 3 | 0.3% | $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 | 281 | 5.3% | $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 | 14 | 0.3% | $963 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $33.99万 | 0.10% | 2,295 | 857 | 59.6% | $12.69万 | 加仓 |