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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,167.05万 | 6.32% | 557,655 | 110,355 | 24.7% | $428.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,020.43万 | 5.89% | 274,366 | 7,961 | 3.0% | $58.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,255.64万 | 3.66% | 409,269 | 3,707 | 0.9% | $11.37万 | 加仓 |
| MOAT | VANECK ETF TRUST | $864.52万 | 2.52% | 89,402 | -272 | -0.3% | -$2.63万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $820.00万 | 2.39% | 281,497 | 18,928 | 7.2% | $55.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $679.30万 | 1.98% | 31,587 | 3,449 | 12.3% | $74.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $618.40万 | 1.80% | 176,484 | 24,356 | 16.0% | $85.34万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $613.10万 | 1.79% | 145,216 | 3,307 | 2.3% | $13.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $611.21万 | 1.78% | 16,512 | 415 | 2.6% | $15.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $579.65万 | 1.69% | 43,615 | -1,249 | -2.8% | -$16.60万 | 减仓 |
| AAPL | APPLE INC | $559.74万 | 1.63% | 22,055 | -2,243 | -9.2% | -$56.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $536.42万 | 1.56% | 145,925 | 28,757 | 24.5% | $105.71万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $517.20万 | 1.51% | 156,207 | 25,939 | 19.9% | $85.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $508.02万 | 1.48% | 15,836 | 150 | 1.0% | $4.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $478.24万 | 1.39% | 27,422 | -5,342 | -16.3% | -$93.16万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $421.91万 | 1.23% | 83,135 | 14,213 | 20.6% | $72.13万 | 加仓 |
| GLD | SPDR GOLD TR | $415.68万 | 1.21% | 9,660 | 1,241 | 14.7% | $53.40万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $407.74万 | 1.19% | 86,605 | 16,280 | 23.1% | $76.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $397.90万 | 1.16% | 15,192 | 1,650 | 12.2% | $43.22万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $393.56万 | 1.15% | 127,118 | 3,210 | 2.6% | $9.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $389.75万 | 1.14% | 20,308 | -1,466 | -6.7% | -$28.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $372.49万 | 1.09% | 12,663 | 65 | 0.5% | $1.91万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $364.74万 | 1.06% | 174,016 | 28,470 | 19.6% | $59.67万 | 加仓 |
| USMV | ISHARES TR | $364.04万 | 1.06% | 39,254 | -1,065 | -2.6% | -$9.88万 | 减仓 |
| PULS | PGIM ETF TR | $361.42万 | 1.05% | 73,014 | -4,956 | -6.4% | -$24.53万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $321.51万 | 0.94% | 67,150 | 2,000 | 3.1% | $9.58万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $315.52万 | 0.92% | 58,441 | -3,860 | -6.2% | -$20.84万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $304.76万 | 0.89% | 90,246 | -13,229 | -12.8% | -$44.67万 | 减仓 |
| QUAL | ISHARES TR | $302.72万 | 0.88% | 15,782 | 1,334 | 9.2% | $25.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $300.93万 | 0.88% | 46,961 | 1,387 | 3.0% | $8.89万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $300.57万 | 0.88% | 42,388 | 13 | 0.0% | $922 | 加仓 |
| CAT | CATERPILLAR INC | $298.73万 | 0.87% | 4,217 | 18 | 0.4% | $1.28万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $285.97万 | 0.83% | 112,102 | 25,481 | 29.4% | $65.00万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $262.96万 | 0.77% | 106,161 | 20,884 | 24.5% | $51.73万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $261.36万 | 0.76% | 64,422 | 13,783 | 27.2% | $55.92万 | 加仓 |
| SLV | ISHARES SILVER TR | $258.72万 | 0.75% | 37,969 | 6,155 | 19.3% | $41.94万 | 加仓 |
| AVGO | BROADCOM INC | $252.22万 | 0.74% | 8,149 | 28 | 0.3% | $8,666 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $242.43万 | 0.71% | 5,059 | -165 | -3.2% | -$7.91万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $240.66万 | 0.70% | 12,266 | 227 | 1.9% | $4.45万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $216.16万 | 0.63% | 42,710 | -5,802 | -12.0% | -$29.36万 | 减仓 |
| AMZN | AMAZON COM INC | $197.17万 | 0.57% | 9,467 | 294 | 3.2% | $6.12万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $195.59万 | 0.57% | 3,171 | 1,365 | 75.6% | $84.19万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.19万 | 0.56% | 33,908 | -1,346 | -3.8% | -$7.63万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $189.47万 | 0.55% | 26,459 | 254 | 1.0% | $1.82万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $188.13万 | 0.55% | 59,590 | 8,247 | 16.1% | $26.04万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $188.12万 | 0.55% | 3,148 | 510 | 19.3% | $30.48万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $181.45万 | 0.53% | 46,006 | 7,450 | 19.3% | $29.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $176.87万 | 0.52% | 2,720 | -708 | -20.7% | -$46.04万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $174.93万 | 0.51% | 54,291 | 8,670 | 19.0% | $27.93万 | 加仓 |
| BX | BLACKSTONE INC | $173.38万 | 0.51% | 15,078 | -1,540 | -9.3% | -$17.71万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $170.75万 | 0.50% | 22,308 | 1,632 | 7.9% | $12.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $170.74万 | 0.50% | 3,909 | -73 | -1.8% | -$3.19万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $157.89万 | 0.46% | 21,587 | -3,246 | -13.1% | -$23.74万 | 减仓 |
| SHY | ISHARES TR | $145.06万 | 0.42% | 17,568 | -1,878 | -9.7% | -$15.51万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $142.21万 | 0.41% | 13,789 | -824 | -5.6% | -$8.50万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $141.93万 | 0.41% | 28,495 | 3,630 | 14.6% | $18.08万 | 加仓 |
| HD | HOME DEPOT INC | $139.64万 | 0.41% | 4,246 | 33 | 0.8% | $1.09万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $136.52万 | 0.40% | 35,040 | 6,747 | 23.8% | $26.29万 | 加仓 |
| LOW | LOWES COS INC | $134.76万 | 0.39% | 5,703 | 5 | 0.1% | $1,182 | 加仓 |
| QQQ | INVESCO QQQ TR | $134.46万 | 0.39% | 2,330 | -306 | -11.6% | -$17.66万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $132.74万 | 0.39% | 24,559 | 69 | 0.3% | $3,729 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $125.72万 | 0.37% | 50,089 | -923 | -1.8% | -$2.32万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $122.67万 | 0.36% | 10,675 | 349 | 3.4% | $4.01万 | 加仓 |
| CSX | CSX CORP | $121.39万 | 0.35% | 29,571 | -133 | -0.4% | -$5,460 | 减仓 |
| META | META PLATFORMS INC | $118.53万 | 0.35% | 2,072 | -86 | -4.0% | -$4.92万 | 减仓 |
| GOOGL | ALPHABET INC | $117.23万 | 0.34% | 4,077 | 20 | 0.5% | $5,751 | 加仓 |
| — | EXXON MOBIL CORP | $115.70万 | 0.34% | 6,820 | 61 | 0.9% | $1.03万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $113.28万 | 0.33% | 31,659 | 6,211 | 24.4% | $22.22万 | 加仓 |
| — | SPROTT FDS TR | $112.31万 | 0.33% | 41,766 | 31,137 | 292.9% | $83.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $107.90万 | 0.31% | 4,452 | -4 | -0.1% | -$969 | 减仓 |
| GLDM | WORLD GOLD TR | $105.22万 | 0.31% | 11,352 | 225 | 2.0% | $2.09万 | 加仓 |
| DTE | DTE ENERGY CO | $104.90万 | 0.31% | 7,174 | 1,772 | 32.8% | $25.91万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $102.13万 | 0.30% | 22,635 | -456 | -2.0% | -$2.06万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $101.09万 | 0.29% | 40,845 | 12 | 0.0% | $297 | 加仓 |
| SO | SOUTHERN CO | $100.53万 | 0.29% | 10,416 | 74 | 0.7% | $7,142 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $99.95万 | 0.29% | 29,581 | 4,611 | 18.5% | $15.58万 | 加仓 |
| GE | GE AEROSPACE | $97.20万 | 0.28% | 3,425 | 78 | 2.3% | $2.21万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $96.77万 | 0.28% | 10,419 | -16 | -0.2% | -$1,486 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $93.07万 | 0.27% | 17,633 | 746 | 4.4% | $3.94万 | 加仓 |
| TSLA | TESLA INC | $92.64万 | 0.27% | 2,492 | -5 | -0.2% | -$1,859 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $91.19万 | 0.27% | 11,629 | 368 | 3.3% | $2.89万 | 加仓 |
| RTX | RTX CORPORATION | $90.90万 | 0.27% | 4,712 | -2 | -0.0% | -$386 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $90.88万 | 0.26% | 18,913 | 10 | 0.1% | $481 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $88.82万 | 0.26% | 3,633 | 186 | 5.4% | $4.55万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $88.58万 | 0.26% | 33,325 | 6,965 | 26.4% | $18.51万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $86.14万 | 0.25% | 32,777 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $85.54万 | 0.25% | 2,830 | -94 | -3.2% | -$2.84万 | 减仓 |
| OUSM | ALPS ETF TR | $84.92万 | 0.25% | 19,414 | -91 | -0.5% | -$3,980 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $84.32万 | 0.25% | 36,660 | -1,527 | -4.0% | -$3.51万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $83.85万 | 0.24% | 26,485 | 3,730 | 16.4% | $11.81万 | 加仓 |
| SGOL | ETFS GOLD TR | $82.11万 | 0.24% | 18,402 | 495 | 2.8% | $2.21万 | 加仓 |
| GOOG | ALPHABET INC | $81.45万 | 0.24% | 2,840 | 139 | 5.1% | $3.99万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $81.28万 | 0.24% | 18,646 | 93 | 0.5% | $4,054 | 加仓 |
| IJR | ISHARES TR | $80.75万 | 0.24% | 6,496 | 202 | 3.2% | $2.51万 | 加仓 |
| HYEM | VANECK ETF TRUST | $78.71万 | 0.23% | 39,891 | 6,583 | 19.8% | $12.99万 | 加仓 |
| AGG | ISHARES TR | $78.47万 | 0.23% | 7,905 | 109 | 1.4% | $1.08万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $78.01万 | 0.23% | 43,145 | -1,700 | -3.8% | -$3.07万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $77.74万 | 0.23% | 12,678 | -3,869 | -23.4% | -$23.72万 | 减仓 |
| WMT | WALMART INC | $75.97万 | 0.22% | 6,113 | 130 | 2.2% | $1.62万 | 加仓 |
| SOXX | ISHARES TR | $74.93万 | 0.22% | 2,280 | 57 | 2.6% | $1.87万 | 加仓 |