Acorn Wealth Advisors, LLC
Grand Blanc MI · SEC CIK 0001730610
$4.10亿2026Q2 申报市值
303持仓数
28.1%前十大占比 · 第一大 6.7%
42 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$292.27万
ACYN 新建仓+$291.07万
PAVE 加仓+$193.35万
XAR 加仓+$186.92万
SCHG 加仓+$153.80万
2026Q2 卖出最多 按季末市值估算
MOAT 减仓-$514.27万
JEPI 减仓-$150.24万
PULS 减仓-$75.74万
SPDR SERIES TRUS 清仓-$74.29万
JPST 减仓-$52.91万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $622.29万 | 1.52% | 16,683 | 171 | 1.0% | $6.38万 | 加仓 |
| AAPL | APPLE INC | $634.05万 | 1.55% | 21,912 | -143 | -0.6% | -$4.14万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $634.29万 | 1.55% | 174,302 | 18,095 | 11.6% | $65.85万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $666.24万 | 1.62% | 157,839 | 12,623 | 8.7% | $53.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $728.02万 | 1.77% | 174,460 | 28,535 | 19.6% | $119.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $762.87万 | 1.86% | 32,240 | 653 | 2.1% | $15.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $783.85万 | 1.91% | 202,076 | 25,592 | 14.5% | $99.27万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $829.69万 | 2.02% | 43,549 | -66 | -0.2% | -$1.26万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,106.38万 | 2.70% | 326,945 | 45,448 | 16.1% | $153.80万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,304.10万 | 3.18% | 411,257 | 1,988 | 0.5% | $6.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,964.13万 | 4.79% | 267,556 | -6,810 | -2.5% | -$49.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,766.03万 | 6.74% | 623,542 | 65,887 | 11.8% | $292.27万 | 加仓 |