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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,766.03万 | 6.74% | 623,542 | 65,887 | 11.8% | $292.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,964.13万 | 4.79% | 267,556 | -6,810 | -2.5% | -$49.99万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,304.10万 | 3.18% | 411,257 | 1,988 | 0.5% | $6.30万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,106.38万 | 2.70% | 326,945 | 45,448 | 16.1% | $153.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $829.69万 | 2.02% | 43,549 | -66 | -0.2% | -$1.26万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $783.85万 | 1.91% | 202,076 | 25,592 | 14.5% | $99.27万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $762.87万 | 1.86% | 32,240 | 653 | 2.1% | $15.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $728.02万 | 1.77% | 174,460 | 28,535 | 19.6% | $119.08万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $666.24万 | 1.62% | 157,839 | 12,623 | 8.7% | $53.28万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $634.29万 | 1.55% | 174,302 | 18,095 | 11.6% | $65.85万 | 加仓 |
| AAPL | APPLE INC | $634.05万 | 1.55% | 21,912 | -143 | -0.6% | -$4.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $622.29万 | 1.52% | 16,683 | 171 | 1.0% | $6.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $587.53万 | 1.43% | 15,877 | 41 | 0.3% | $1.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $546.03万 | 1.33% | 27,289 | -133 | -0.5% | -$2.66万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $520.63万 | 1.27% | 110,914 | 24,309 | 28.1% | $114.11万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $495.98万 | 1.21% | 97,807 | 14,672 | 17.6% | $74.40万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $477.43万 | 1.16% | 129,490 | 2,372 | 1.9% | $8.75万 | 加仓 |
| VB | VANGUARD INDEX FDS | $463.48万 | 1.13% | 15,290 | 98 | 0.6% | $2.97万 | 加仓 |
| CAT | CATERPILLAR INC | $461.58万 | 1.12% | 4,335 | 118 | 2.8% | $12.56万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $435.42万 | 1.06% | 208,786 | 34,770 | 20.0% | $72.51万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $431.93万 | 1.05% | 20,300 | -8 | -0.0% | -$1,702 | 减仓 |
| GLD | SPDR GOLD TR | $419.67万 | 1.02% | 11,392 | 1,732 | 17.9% | $63.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $419.47万 | 1.02% | 12,815 | 152 | 1.2% | $4.98万 | 加仓 |
| MOAT | VANECK ETF TRUST | $415.16万 | 1.01% | 39,934 | -49,468 | -55.3% | -$514.27万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $407.94万 | 0.99% | 74,907 | 16,466 | 28.2% | $89.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $395.38万 | 0.96% | 55,492 | 8,531 | 18.2% | $60.78万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $385.40万 | 0.94% | 47,035 | 4,647 | 11.0% | $38.08万 | 加仓 |
| USMV | ISHARES TR | $363.37万 | 0.89% | 37,670 | -1,584 | -4.0% | -$15.28万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $345.39万 | 0.84% | 40,097 | 16,643 | 71.0% | $143.36万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $343.70万 | 0.84% | 71,979 | 4,829 | 7.2% | $23.06万 | 加仓 |
| QUAL | ISHARES TR | $335.35万 | 0.82% | 15,283 | -499 | -3.2% | -$10.95万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $335.00万 | 0.82% | 15,372 | 3,106 | 25.3% | $67.69万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $330.89万 | 0.81% | 90,579 | 333 | 0.4% | $1.22万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $322.46万 | 0.79% | 125,594 | 13,492 | 12.0% | $34.64万 | 加仓 |
| AVGO | BROADCOM INC | $303.02万 | 0.74% | 8,022 | -127 | -1.6% | -$4.80万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $299.97万 | 0.73% | 73,793 | 9,371 | 14.5% | $38.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $293.98万 | 0.72% | 4,280 | 1,132 | 36.0% | $77.75万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $292.04万 | 0.71% | 117,379 | 11,218 | 10.6% | $27.91万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $291.07万 | 0.71% | 140,005 | 140,005 | — | $291.07万 | 新建仓 |
| PULS | PGIM ETF TR | $286.05万 | 0.70% | 57,729 | -15,285 | -20.9% | -$75.74万 | 减仓 |
| PAVE | GLOBAL X FDS | $277.37万 | 0.68% | 47,075 | 32,816 | 230.1% | $193.35万 | 加仓 |
| AMZN | AMAZON COM INC | $276.88万 | 0.67% | 11,617 | 2,150 | 22.7% | $51.24万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $250.03万 | 0.61% | 3,555 | 384 | 12.1% | $27.01万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $241.58万 | 0.59% | 64,491 | 4,901 | 8.2% | $18.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $230.94万 | 0.56% | 4,615 | -444 | -8.8% | -$22.22万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $225.81万 | 0.55% | 25,695 | 3,387 | 15.2% | $29.77万 | 加仓 |
| SLV | ISHARES SILVER TR | $224.79万 | 0.55% | 42,040 | 4,071 | 10.7% | $21.77万 | 加仓 |
| XAR | SPDR SERIES TRUST | $213.83万 | 0.52% | 7,535 | 6,587 | 694.8% | $186.92万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $204.52万 | 0.50% | 50,963 | 4,957 | 10.8% | $19.89万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $202.82万 | 0.49% | 59,436 | 5,145 | 9.5% | $17.56万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $193.80万 | 0.47% | 2,595 | -125 | -4.6% | -$9.34万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $189.55万 | 0.46% | 45,953 | 10,913 | 31.1% | $45.02万 | 加仓 |
| DTE | DTE ENERGY CO | $187.24万 | 0.46% | 12,288 | 5,114 | 71.3% | $77.92万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $179.09万 | 0.44% | 4,151 | -294 | -6.6% | -$12.68万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $177.03万 | 0.43% | 6,295 | 1,843 | 41.4% | $51.83万 | 加仓 |
| BX | BLACKSTONE INC | $175.56万 | 0.43% | 14,920 | -158 | -1.0% | -$1.86万 | 减仓 |
| QQQ | INVESCO QQQ TR | $170.30万 | 0.42% | 2,313 | -17 | -0.7% | -$1.25万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $168.36万 | 0.41% | 28,206 | 3,647 | 14.8% | $21.77万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $163.07万 | 0.40% | 32,247 | -10,463 | -24.5% | -$52.91万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $159.51万 | 0.39% | 21,296 | -291 | -1.3% | -$2.18万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $158.04万 | 0.39% | 37,040 | 5,381 | 17.0% | $22.96万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $157.59万 | 0.38% | 54,416 | 4,327 | 8.6% | $12.53万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $155.31万 | 0.38% | 14,181 | 392 | 2.8% | $4.29万 | 加仓 |
| HD | HOME DEPOT INC | $153.62万 | 0.37% | 4,356 | 110 | 2.6% | $3.88万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $152.07万 | 0.37% | 30,548 | 2,053 | 7.2% | $10.22万 | 加仓 |
| SOXX | ISHARES TR | $149.81万 | 0.37% | 2,338 | 58 | 2.5% | $3.72万 | 加仓 |
| GOOGL | ALPHABET INC | $149.07万 | 0.36% | 4,171 | 94 | 2.3% | $3.36万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $148.08万 | 0.36% | 26,339 | -120 | -0.5% | -$6,746 | 减仓 |
| UTES | ETFIS SER TR I | $147.63万 | 0.36% | 18,061 | 14,755 | 446.3% | $120.61万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $136.38万 | 0.33% | 10,675 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $133.19万 | 0.32% | 3,564 | 139 | 4.1% | $5.19万 | 加仓 |
| SGOV | ISHARES TR | $132.94万 | 0.32% | 13,206 | 10,632 | 413.1% | $107.03万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $132.83万 | 0.32% | 31,056 | 1,475 | 5.0% | $6.31万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $126.82万 | 0.31% | 37,901 | 17,431 | 85.2% | $58.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $125.99万 | 0.31% | 45,485 | 4,640 | 11.4% | $12.85万 | 加仓 |
| LOW | LOWES COS INC | $125.50万 | 0.31% | 5,692 | -11 | -0.2% | -$2,425 | 减仓 |
| — | SPROTT FDS TR | $115.77万 | 0.28% | 45,010 | 3,244 | 7.8% | $8.34万 | 加仓 |
| META | META PLATFORMS INC | $115.63万 | 0.28% | 2,053 | -19 | -0.9% | -$1.07万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $115.34万 | 0.28% | 22,314 | -321 | -1.4% | -$1.66万 | 减仓 |
| SHY | ISHARES TR | $106.93万 | 0.26% | 13,023 | -4,545 | -25.9% | -$37.32万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $106.87万 | 0.26% | 36,888 | 3,563 | 10.7% | $10.32万 | 加仓 |
| GOOG | ALPHABET INC | $106.16万 | 0.26% | 3,005 | 165 | 5.8% | $5.83万 | 加仓 |
| CSCO | CISCO SYS INC | $105.58万 | 0.26% | 8,988 | 174 | 2.0% | $2.04万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $104.30万 | 0.25% | 40,395 | 40,395 | — | $104.30万 | 新建仓 |
| TSLA | TESLA INC | $102.37万 | 0.25% | 2,434 | -58 | -2.3% | -$2.44万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $100.32万 | 0.24% | 15,554 | 11 | 0.1% | $709 | 加仓 |
| SO | SOUTHERN CO | $100.19万 | 0.24% | 10,468 | 52 | 0.5% | $4,977 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $97.34万 | 0.24% | 3,833 | 200 | 5.5% | $5.08万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $96.97万 | 0.24% | 20,022 | 1,109 | 5.9% | $5.37万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $95.44万 | 0.23% | 17,668 | 35 | 0.2% | $1,891 | 加仓 |
| IJR | ISHARES TR | $94.91万 | 0.23% | 6,399 | -97 | -1.5% | -$1.44万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $93.54万 | 0.23% | 31,816 | 19,609 | 160.6% | $57.65万 | 加仓 |
| HYEM | VANECK ETF TRUST | $93.19万 | 0.23% | 46,339 | 6,448 | 16.2% | $12.97万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $93.02万 | 0.23% | 11,939 | 310 | 2.7% | $2.42万 | 加仓 |
| V | VISA INC | $93.00万 | 0.23% | 2,711 | -119 | -4.2% | -$4.08万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $92.68万 | 0.23% | 23,049 | 7,723 | 50.4% | $31.05万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $91.67万 | 0.22% | 28,892 | 2,407 | 9.1% | $7.64万 | 加仓 |
| OUSM | ALPS ETF TR | $91.49万 | 0.22% | 19,253 | -161 | -0.8% | -$7,651 | 减仓 |
| NEE | NEXTERA ENERGY INC | $91.07万 | 0.22% | 10,376 | -43 | -0.4% | -$3,774 | 减仓 |
| INTC | INTEL CORP | $90.25万 | 0.22% | 6,464 | 85 | 1.3% | $1.19万 | 加仓 |