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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $90.16万 | 0.22% | 11,352 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $89.49万 | 0.22% | 6,545 | -275 | -4.0% | -$3.76万 | 减仓 |
| CSX | CSX CORP | $88.82万 | 0.22% | 18,687 | -10,884 | -36.8% | -$51.73万 | 减仓 |
| RTX | RTX CORPORATION | $88.65万 | 0.22% | 4,672 | -40 | -0.8% | -$7,590 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $86.61万 | 0.21% | 23,244 | 6,202 | 36.4% | $23.11万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $86.48万 | 0.21% | 32,777 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $86.12万 | 0.21% | 9,340 | 9,340 | — | $86.12万 | 新建仓 |
| IWB | ISHARES TR | $83.46万 | 0.20% | 2,038 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $82.94万 | 0.20% | 36,187 | -473 | -1.3% | -$1.08万 | 减仓 |
| DTM | DT MIDSTREAM INC | $81.98万 | 0.20% | 5,587 | 2,639 | 89.5% | $38.72万 | 加仓 |
| MRK | MERCK & CO INC | $81.83万 | 0.20% | 6,368 | 281 | 4.6% | $3.61万 | 加仓 |
| FTNT | FORTINET INC | $81.57万 | 0.20% | 5,310 | 222 | 4.4% | $3.41万 | 加仓 |
| URI | UNITED RENTALS INC | $80.03万 | 0.20% | 706 | 129 | 22.4% | $14.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $78.93万 | 0.19% | 10,970 | 760 | 7.4% | $5.47万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $77.34万 | 0.19% | 21,407 | 3,390 | 18.8% | $12.25万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $75.11万 | 0.18% | 17,224 | -1,422 | -7.6% | -$6.20万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $74.58万 | 0.18% | 14,745 | 2,809 | 23.5% | $14.21万 | 加仓 |
| LLY | ELI LILLY & CO | $74.40万 | 0.18% | 620 | 39 | 6.7% | $4.68万 | 加仓 |
| NOBL | PROSHARES TR | $73.98万 | 0.18% | 13,173 | 8,268 | 168.6% | $46.43万 | 重新持有 |
| ICVT | ISHARES TR | $73.88万 | 0.18% | 6,069 | 1,112 | 22.4% | $13.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $73.72万 | 0.18% | 6,858 | -229 | -3.2% | -$2.46万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $73.31万 | 0.18% | 15,216 | -476 | -3.0% | -$2.29万 | 减仓 |
| ASML | ASML HLDG NV | $73.21万 | 0.18% | 368 | 1 | 0.3% | $1,989 | 加仓 |
| EFA | ISHARES TR | $72.70万 | 0.18% | 6,999 | 1,089 | 18.4% | $11.31万 | 加仓 |
| AIQ | GLOBAL X FDS | $71.42万 | 0.17% | 10,886 | 594 | 5.8% | $3.90万 | 加仓 |
| SGOL | ETFS GOLD TR | $71.13万 | 0.17% | 18,607 | 205 | 1.1% | $7,837 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $69.74万 | 0.17% | 38,384 | -4,761 | -11.0% | -$8.65万 | 减仓 |
| WMT | WALMART INC | $69.38万 | 0.17% | 6,126 | 13 | 0.2% | $1,472 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $68.42万 | 0.17% | 13,578 | 1,396 | 11.5% | $7.03万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $66.98万 | 0.16% | 1,153 | -9 | -0.8% | -$5,228 | 减仓 |
| VO | VANGUARD INDEX FDS | $66.88万 | 0.16% | 8,300 | -1,292 | -13.5% | -$10.41万 | 减仓 |
| FSK | FS KKR CAP CORP | $66.59万 | 0.16% | 63,416 | 21 | 0.0% | $220 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $63.34万 | 0.15% | 1,892 | 1,892 | — | $63.34万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $63.24万 | 0.15% | 3,824 | -464 | -10.8% | -$7.67万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $61.33万 | 0.15% | 4,789 | 3 | 0.1% | $384 | 加仓 |
| IAU | ISHARES GOLD TR | $61.31万 | 0.15% | 8,119 | 1,717 | 26.8% | $12.97万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $58.72万 | 0.14% | 8,124 | -4,554 | -35.9% | -$32.92万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $57.85万 | 0.14% | 3,386 | 3,386 | — | $57.85万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $57.69万 | 0.14% | 2,146 | -10 | -0.5% | -$2,688 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $57.34万 | 0.14% | 4,596 | -90 | -1.9% | -$1.12万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $57.29万 | 0.14% | 7,068 | 1,587 | 29.0% | $12.86万 | 加仓 |
| MTUM | ISHARES TR | $56.74万 | 0.14% | 1,655 | -38 | -2.2% | -$1.30万 | 减仓 |
| DIS | DISNEY WALT CO | $56.43万 | 0.14% | 5,863 | -1,516 | -20.5% | -$14.59万 | 减仓 |
| IJH | ISHARES TR | $56.33万 | 0.14% | 7,305 | -1,941 | -21.0% | -$14.97万 | 减仓 |
| AGG | ISHARES TR | $56.20万 | 0.14% | 5,678 | -2,227 | -28.2% | -$22.04万 | 减仓 |
| PFFD | GLOBAL X FDS | $55.71万 | 0.14% | 29,807 | -108 | -0.4% | -$2,019 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $55.65万 | 0.14% | 1,645 | -1 | -0.1% | -$338 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $55.59万 | 0.14% | 7,326 | 7,326 | — | $55.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $55.44万 | 0.14% | 480 | 480 | — | $55.44万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $55.24万 | 0.13% | 21,713 | 201 | 0.9% | $5,113 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $55.07万 | 0.13% | 12,203 | -5,110 | -29.5% | -$23.06万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.95万 | 0.13% | 16,506 | 2,470 | 17.6% | $8.22万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.33万 | 0.13% | 4,657 | -15 | -0.3% | -$1,750 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $53.43万 | 0.13% | 21,052 | 241 | 1.2% | $6,117 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $52.32万 | 0.13% | 559 | -5 | -0.9% | -$4,680 | 减仓 |
| IYW | ISHARES TR | $51.90万 | 0.13% | 2,057 | -67 | -3.2% | -$1.69万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $51.84万 | 0.13% | 3,535 | 88 | 2.6% | $1.29万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $51.33万 | 0.13% | 3,815 | -155 | -3.9% | -$2.09万 | 减仓 |
| MUB | ISHARES TR | $50.69万 | 0.12% | 4,710 | -63 | -1.3% | -$6,780 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.50万 | 0.12% | 8,764 | 19 | 0.2% | $1,095 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $50.23万 | 0.12% | 15,711 | -116 | -0.7% | -$3,709 | 减仓 |
| ABBV | ABBVIE INC | $49.79万 | 0.12% | 1,979 | -43 | -2.1% | -$1.08万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $49.74万 | 0.12% | 9,098 | 9,098 | — | $49.74万 | 新建仓 |
| CMS | CMS ENERGY CORP | $48.32万 | 0.12% | 6,317 | -113 | -1.8% | -$8,644 | 减仓 |
| IEF | ISHARES TR | $48.22万 | 0.12% | 5,099 | -1,728 | -25.3% | -$16.34万 | 减仓 |
| ENB | ENBRIDGE INC | $46.89万 | 0.11% | 8,650 | -26 | -0.3% | -$1,409 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $46.68万 | 0.11% | 916 | 6 | 0.7% | $3,057 | 加仓 |
| IGSB | ISHARES TR | $46.44万 | 0.11% | 8,860 | -1,828 | -17.1% | -$9.58万 | 减仓 |
| — | ELEVATION SERIES TRUST | $45.63万 | 0.11% | 7,072 | 527 | 8.1% | $3.40万 | 加仓 |
| UNP | UNION PAC CORP | $45.00万 | 0.11% | 1,655 | 2 | 0.1% | $544 | 加仓 |
| DBEF | DBX ETF TR | $44.63万 | 0.11% | 8,170 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $44.52万 | 0.11% | 4,277 | 4,277 | — | $44.52万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $43.99万 | 0.11% | 5,323 | 5,323 | — | $43.99万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $43.96万 | 0.11% | 18,755 | 375 | 2.0% | $8,790 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $43.39万 | 0.11% | 5,269 | -19 | -0.4% | -$1,565 | 减仓 |
| WTAI | WISDOMTREE TR | $43.35万 | 0.11% | 9,132 | 9,132 | — | $43.35万 | 新建仓 |
| F | FORD MTR CO | $42.77万 | 0.10% | 30,767 | -2,313 | -7.0% | -$3.22万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $42.53万 | 0.10% | 8,800 | -104 | -1.2% | -$5,027 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $42.50万 | 0.10% | 21,575 | -2,905 | -11.9% | -$5.72万 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.28万 | 0.10% | 3,537 | 1 | 0.0% | $120 | 加仓 |
| SPYV | SPDR SERIES TRUST | $42.28万 | 0.10% | 6,954 | 0 | 0.0% | — | 不变 |
| HYGV | FLEXSHARES TR | $42.23万 | 0.10% | 10,488 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $42.22万 | 0.10% | 5,195 | 436 | 9.2% | $3.54万 | 加仓 |
| EFAV | ISHARES TR | $41.83万 | 0.10% | 4,769 | 45 | 1.0% | $3,947 | 加仓 |
| SPMD | SPDR SERIES TRUST | $41.77万 | 0.10% | 6,183 | 649 | 11.7% | $4.38万 | 加仓 |
| IVV | ISHARES TR | $41.28万 | 0.10% | 551 | -45 | -7.6% | -$3.37万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $41.27万 | 0.10% | 7,307 | -26,601 | -78.5% | -$150.24万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $41.18万 | 0.10% | 5,369 | 155 | 3.0% | $1.19万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $40.90万 | 0.10% | 7,092 | 1,006 | 16.5% | $5.80万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $40.22万 | 0.10% | 2,535 | -728 | -22.3% | -$11.55万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.66万 | 0.10% | 2,510 | 215 | 9.4% | $3.40万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $39.64万 | 0.10% | 8,398 | 8,398 | — | $39.64万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $39.28万 | 0.10% | 3,643 | -97 | -2.6% | -$1.05万 | 减仓 |
| VPU | VANGUARD WORLD FD | $38.34万 | 0.09% | 1,959 | 11 | 0.6% | $2,153 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.06万 | 0.09% | 797 | -32 | -3.9% | -$1.53万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $37.62万 | 0.09% | 3,966 | -266 | -6.3% | -$2.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $37.52万 | 0.09% | 2,264 | 240 | 11.9% | $3.98万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $37.11万 | 0.09% | 4,784 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $36.70万 | 0.09% | 4,822 | -28 | -0.6% | -$2,131 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $36.06万 | 0.09% | 5,231 | 317 | 6.5% | $2.19万 | 加仓 |