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 |
|---|---|---|---|---|---|---|---|---|
| — | OXFORD SQUARE CAP CORP | $1.65万 | 0.00% | 12,492 | 45 | 0.4% | $59 | 加仓 |
| — | DATAVAULT AI INC | $7,810 | 0.00% | 22,315 | 7,156 | 47.2% | $2,505 | 加仓 |
| — | VIVOS THERAPEUTICS INC | $6,716 | 0.00% | 14,776 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,841 | -100.0% | -$74.29万 | 清仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -15,950 | -100.0% | -$30.21万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -14,526 | -100.0% | -$25.78万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -854 | -100.0% | -$23.25万 | 清仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,603 | -100.0% | -$22.96万 | 清仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $0 | 0.00% | 0 | -4,744 | -100.0% | -$21.91万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,524 | -100.0% | -$21.88万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,202 | -100.0% | -$21.17万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,320 | -100.0% | -$20.50万 | 清仓 |