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 |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | $34.22万 | 0.10% | 3,740 | -111 | -2.9% | -$1.02万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $34.25万 | 0.10% | 7,294 | -26 | -0.4% | -$1,221 | 减仓 |
| MSB | MESABI TR | $34.57万 | 0.10% | 11,000 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $36.03万 | 0.11% | 4,232 | 15 | 0.4% | $1,277 | 加仓 |
| KO | COCA COLA CO | $36.19万 | 0.11% | 4,759 | -167 | -3.4% | -$1.27万 | 减仓 |
| SHYG | ISHARES TR | $36.42万 | 0.11% | 8,607 | -75 | -0.9% | -$3,173 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $37.12万 | 0.11% | 4,784 | 34 | 0.7% | $2,638 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $37.42万 | 0.11% | 5,481 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $37.62万 | 0.11% | 5,288 | 188 | 3.7% | $1.34万 | 加仓 |
| F | FORD MTR CO | $38.17万 | 0.11% | 33,080 | -93 | -0.3% | -$1,073 | 减仓 |
| IYW | ISHARES TR | $38.54万 | 0.11% | 2,124 | -141 | -6.2% | -$2.56万 | 减仓 |
| VPU | VANGUARD WORLD FD | $38.60万 | 0.11% | 1,948 | 7 | 0.4% | $1,387 | 加仓 |
| IVV | ISHARES TR | $38.94万 | 0.11% | 596 | -152 | -20.3% | -$9.93万 | 减仓 |
| SIO | TOUCHSTONE ETF TRUST | $39.18万 | 0.11% | 15,287 | -8,364 | -35.4% | -$21.44万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $39.35万 | 0.11% | 6,954 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $39.70万 | 0.12% | 2,948 | 867 | 41.7% | $11.67万 | 加仓 |
| UNP | UNION PAC CORP | $40.09万 | 0.12% | 1,653 | 7 | 0.4% | $1,698 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $40.24万 | 0.12% | 5,214 | -19 | -0.4% | -$1,466 | 减仓 |
| DBEF | DBX ETF TR | $40.36万 | 0.12% | 8,170 | -8 | -0.1% | -$395 | 减仓 |
| MTUM | ISHARES TR | $40.63万 | 0.12% | 1,693 | 1,693 | — | $40.63万 | 新建仓 |
| FTNT | FORTINET INC | $41.58万 | 0.12% | 5,088 | -26 | -0.5% | -$2,125 | 减仓 |
| CVX | CHEVRON CORPORATION | $41.87万 | 0.12% | 2,024 | -14 | -0.7% | -$2,896 | 减仓 |
| HYGV | FLEXSHARES TR | $42.02万 | 0.12% | 10,488 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $42.04万 | 0.12% | 577 | 6 | 1.1% | $4,372 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $42.68万 | 0.12% | 8,904 | 2,600 | 41.2% | $12.46万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $42.86万 | 0.12% | 18,380 | 1,478 | 8.7% | $3.45万 | 加仓 |
| EFAV | ISHARES TR | $43.16万 | 0.13% | 4,724 | 179 | 3.9% | $1.64万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $43.42万 | 0.13% | 3,970 | -71 | -1.8% | -$7,766 | 减仓 |
| ABBV | ABBVIE INC | $43.97万 | 0.13% | 2,022 | -4 | -0.2% | -$870 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $46.01万 | 0.13% | 4,288 | -40 | -0.9% | -$4,292 | 减仓 |
| ENB | ENBRIDGE INC | $46.97万 | 0.14% | 8,676 | -283 | -3.2% | -$1.53万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $47.52万 | 0.14% | 24,480 | -3,528 | -12.6% | -$6.85万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $47.84万 | 0.14% | 3,263 | -732 | -18.3% | -$10.73万 | 减仓 |
| AIQ | GLOBAL X FDS | $48.03万 | 0.14% | 10,292 | 2,091 | 25.5% | $9.76万 | 加仓 |
| ASML | ASML HLDG NV | $48.47万 | 0.14% | 367 | -31 | -7.8% | -$4.09万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $49.69万 | 0.14% | 2,156 | 3 | 0.1% | $691 | 加仓 |
| PG | PROCTER & GAMBLE CO | $49.79万 | 0.15% | 3,447 | -583 | -14.5% | -$8.42万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $49.80万 | 0.15% | 1,646 | 2 | 0.1% | $605 | 加仓 |
| CMS | CMS ENERGY CORP | $49.89万 | 0.15% | 6,430 | -942 | -12.8% | -$7.31万 | 减仓 |
| ICVT | ISHARES TR | $50.46万 | 0.15% | 4,957 | -28 | -0.6% | -$2,850 | 减仓 |
| MUB | ISHARES TR | $50.67万 | 0.15% | 4,773 | -94 | -1.9% | -$9,978 | 减仓 |
| T | AT&T INC | $51.31万 | 0.15% | 17,699 | -868 | -4.7% | -$2.52万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $51.76万 | 0.15% | 4,686 | -32 | -0.7% | -$3,535 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.89万 | 0.15% | 15,326 | 3,600 | 30.7% | $12.19万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $52.39万 | 0.15% | 18,017 | -1,201 | -6.2% | -$3.49万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $52.69万 | 0.15% | 20,811 | 6,898 | 49.6% | $17.47万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.04万 | 0.15% | 8,745 | 57 | 0.7% | $3,457 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $53.07万 | 0.15% | 15,827 | -526 | -3.2% | -$1.76万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $53.21万 | 0.16% | 4,786 | 47 | 1.0% | $5,225 | 加仓 |
| HYMB | SPDR SERIES TRUST | $53.35万 | 0.16% | 21,512 | -442 | -2.0% | -$1.10万 | 减仓 |
| LLY | ELI LILLY & CO | $53.45万 | 0.16% | 581 | -10 | -1.7% | -$9,199 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.93万 | 0.16% | 14,036 | 3,617 | 34.7% | $13.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $54.99万 | 0.16% | 910 | 5 | 0.6% | $3,021 | 加仓 |
| PFFD | GLOBAL X FDS | $55.04万 | 0.16% | 29,915 | -230 | -0.8% | -$4,232 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $55.61万 | 0.16% | 12,182 | 1,070 | 9.6% | $4.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $56.16万 | 0.16% | 564 | 2 | 0.4% | $1,991 | 加仓 |
| IGSB | ISHARES TR | $56.18万 | 0.16% | 10,688 | -2,274 | -17.5% | -$11.95万 | 减仓 |
| IAU | ISHARES GOLD TR | $56.44万 | 0.16% | 6,402 | 1,980 | 44.8% | $17.46万 | 加仓 |
| EFA | ISHARES TR | $57.41万 | 0.17% | 5,910 | 1,614 | 37.6% | $15.68万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $59.55万 | 0.17% | 11,936 | -54 | -0.5% | -$2,694 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $60.55万 | 0.18% | 17,042 | 2,356 | 16.0% | $8.37万 | 加仓 |
| IJH | ISHARES TR | $62.44万 | 0.18% | 9,246 | -2,157 | -18.9% | -$14.57万 | 减仓 |
| FSK | FS KKR CAP CORP | $64.54万 | 0.19% | 63,395 | -1,684 | -2.6% | -$1.71万 | 减仓 |
| IEF | ISHARES TR | $65.15万 | 0.19% | 6,827 | -2,889 | -29.7% | -$27.57万 | 减仓 |
| MO | ALTRIA GROUP INC | $67.38万 | 0.20% | 10,210 | 93 | 0.9% | $6,137 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $67.64万 | 0.20% | 17,313 | -6,628 | -27.7% | -$25.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $68.34万 | 0.20% | 4,672 | 114 | 2.5% | $1.67万 | 加仓 |
| CSCO | CISCO SYS INC | $68.38万 | 0.20% | 8,814 | 308 | 3.6% | $2.39万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $68.66万 | 0.20% | 20,470 | 8,547 | 71.7% | $28.67万 | 加仓 |
| VO | VANGUARD INDEX FDS | $68.88万 | 0.20% | 2,398 | 648 | 37.0% | $18.61万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $69.72万 | 0.20% | 7,087 | -47 | -0.7% | -$4,624 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $70.35万 | 0.21% | 15,543 | 13 | 0.1% | $588 | 加仓 |
| DIS | DISNEY WALT CO | $71.12万 | 0.21% | 7,379 | 18 | 0.2% | $1,735 | 加仓 |
| PAVE | GLOBAL X FDS | $72.45万 | 0.21% | 14,259 | 2,989 | 26.5% | $15.19万 | 加仓 |
| IWB | ISHARES TR | $72.67万 | 0.21% | 2,038 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $72.95万 | 0.21% | 4,445 | 187 | 4.4% | $3.07万 | 加仓 |
| MRK | MERCK & CO INC | $73.22万 | 0.21% | 6,087 | 16 | 0.3% | $1,925 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $73.80万 | 0.22% | 15,692 | 251 | 1.6% | $1.18万 | 加仓 |
| — | SPDR SERIES TRUST | $74.29万 | 0.22% | 7,841 | -1,805 | -18.7% | -$17.10万 | 减仓 |
| SOXX | ISHARES TR | $74.93万 | 0.22% | 2,280 | 57 | 2.6% | $1.87万 | 加仓 |
| WMT | WALMART INC | $75.97万 | 0.22% | 6,113 | 130 | 2.2% | $1.62万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $77.74万 | 0.23% | 12,678 | -3,869 | -23.4% | -$23.72万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $78.01万 | 0.23% | 43,145 | -1,700 | -3.8% | -$3.07万 | 减仓 |
| AGG | ISHARES TR | $78.47万 | 0.23% | 7,905 | 109 | 1.4% | $1.08万 | 加仓 |
| HYEM | VANECK ETF TRUST | $78.71万 | 0.23% | 39,891 | 6,583 | 19.8% | $12.99万 | 加仓 |
| IJR | ISHARES TR | $80.75万 | 0.24% | 6,496 | 202 | 3.2% | $2.51万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $81.28万 | 0.24% | 18,646 | 93 | 0.5% | $4,054 | 加仓 |
| GOOG | ALPHABET INC | $81.45万 | 0.24% | 2,840 | 139 | 5.1% | $3.99万 | 加仓 |
| SGOL | ETFS GOLD TR | $82.11万 | 0.24% | 18,402 | 495 | 2.8% | $2.21万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $83.85万 | 0.24% | 26,485 | 3,730 | 16.4% | $11.81万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $84.32万 | 0.25% | 36,660 | -1,527 | -4.0% | -$3.51万 | 减仓 |
| OUSM | ALPS ETF TR | $84.92万 | 0.25% | 19,414 | -91 | -0.5% | -$3,980 | 减仓 |
| V | VISA INC | $85.54万 | 0.25% | 2,830 | -94 | -3.2% | -$2.84万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $86.14万 | 0.25% | 32,777 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $88.58万 | 0.26% | 33,325 | 6,965 | 26.4% | $18.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $88.82万 | 0.26% | 3,633 | 186 | 5.4% | $4.55万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $90.88万 | 0.26% | 18,913 | 10 | 0.1% | $481 | 加仓 |
| RTX | RTX CORPORATION | $90.90万 | 0.27% | 4,712 | -2 | -0.0% | -$386 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $91.19万 | 0.27% | 11,629 | 368 | 3.3% | $2.89万 | 加仓 |
| TSLA | TESLA INC | $92.64万 | 0.27% | 2,492 | -5 | -0.2% | -$1,859 | 减仓 |