Acorn Financial Advisory Services Inc 13F 持仓 · 2026年Q2
Acorn Financial Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 223 只证券，申报市值合计 7.53 亿美元。前几大持仓：AGG（7.45%）、VEA（6.97%）、PYLD（5.69%）。本季前 25 大持仓中：新建仓 6 只、增持 14 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $56.2M | 7.45% | 567,447 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $52.5M | 6.97% | 736,827 | 减持 |
| 3 | PYLD | PIMCO ETF TR | $42.9M | 5.69% | 1.6M | 增持 |
| 4 | SPTS | SPDR SERIES TRUST | $41.7M | 5.54% | 1.4M | 增持 |
| 5 | IAU | ISHARES GOLD TR | $37.8M | 5.01% | 500,409 | 增持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.5M | 4.05% | 61,023 | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $29.9M | 3.97% | 43,580 | 减持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $29.9M | 3.96% | 239,298 | 减持 |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $28.3M | 3.75% | 849,344 | 增持 |
| 10 | LLY | ELI LILLY & CO | $27.6M | 3.66% | 23,012 | 新建仓 |
| 11 | QQQ | INVESCO QQQ TR | $20.2M | 2.68% | 27,465 | 减持 |
| 12 | XLE | SELECT SECTOR SPDR TR | $19.2M | 2.54% | 360,834 | 增持 |
| 13 | OIH | VANECK ETF TRUST | $17.9M | 2.38% | 48,188 | 增持 |
| 14 | AG | FIRST MAJESTIC SILVER CORP | $15.7M | 2.08% | 924,247 | 增持 |
| 15 | DELL | DELL TECHNOLOGIES INC | $12.8M | 1.70% | 29,750 | 新建仓 |
| 16 | ETN | EATON CORP PLC | $12.8M | 1.70% | 29,979 | 增持 |
| 17 | GLW | CORNING INC | $12.7M | 1.68% | 49,573 | 新建仓 |
| 18 | AAPL | APPLE INC | $12.2M | 1.62% | 42,165 | 减持 |
| 19 | CC | CHEMOURS CO | $11.9M | 1.58% | 578,778 | 新建仓 |
| 20 | BIL | SPDR SERIES TRUST | $10.4M | 1.38% | 113,740 | 增持 |
| 21 | INTC | INTEL CORP | $9.4M | 1.24% | 67,163 | 增持 |
| 22 | MRVL | MARVELL TECHNOLOGY INC | $9.3M | 1.24% | 31,351 | 新建仓 |
| 23 | MU | MICRON TECHNOLOGY INC | $9.3M | 1.24% | 8,098 | 增持 |
| 24 | CAT | CATERPILLAR INC | $9.2M | 1.22% | 8,619 | 增持 |
| 25 | MOD | MODINE MFG CO | $8.6M | 1.14% | 32,280 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR