Acorns Advisers, LLC
CIK 1701879 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $15.3M
- 持仓
- 107
- 截至
- 2026年6月30日
按 13F 价值排名第 8925（共 9443） · 前 94.5%
投资组合价值同比（季度）：+14.0% 13F不披露现金
- 前十大持仓权重
- 95.70%
- 前二十五大持仓权重
- 99.28%
- 持仓高于 1%
- 8
- 有效持仓数量
- 3.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.03% 估计买入 $384879 · 卖出 $4147
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 99.1% 仍持有
- 新仓位
- 3
- 增加
- 94
- 减少
- 10
- 已结清
- 1
本页内容
行业细分
Technology
0.4%
Consumer Discretionary
0.1%
Retail
0.1%
Communication Services
0.1%
Industrials
0.1%
Healthcare
0.0%
Energy
0.0%
Consumer Staples
0.0%
Financials
0.0%
Financial Services
0.0%
Real Estate
0.0%
Utilities
0.0%
Communications
0.0%
Logistics & Transportation
0.0%
Consumer products
0.0%
Telecommunication
0.0%
其他/未映射
99.0%
完整投资组合 107 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $6673697 | 43.52% | 9716948 | $932215 | 上涨 ×6 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $3562495 | 23.23% | 37327069 | $402416 | 上涨 ×1 | ||
| AGG | $1447610 | 9.44% | 14625279 | $110520 | 上涨 ×4 | ||
| IJH | $1086731 | 7.09% | 14093257 | $152571 | 上涨 ×6 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $616069 | 4.02% | 12768271 | $43194 | 上涨 ×4 | ||
| IJR | $545118 | 3.55% | 3675530 | $93074 | 上涨 ×6 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $433154 | 2.82% | 2646512 | $58052 | 下跌 ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $168834 | 1.10% | 1642193 | $17913 | 上涨 ×1 | ||
| BITO | $73328 | 0.48% | 9189016 | $746 | 上涨 ×6 | ||
| SUSA | $69645 | 0.45% | 451365 | $10047 | 上涨 ×6 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $64971 | 0.42% | 1187994 | $9708 | 下跌 ×2 | ||
| GBIL | $54488 | 0.36% | 544006 | $740 | 上涨 ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $54408 | 0.35% | 493047 | $696 | 上涨 ×6 | ||
| ICSH | $54370 | 0.35% | 1074931 | $566 | 上涨 ×6 | ||
| JPST | $54331 | 0.35% | 1074374 | $350 | 上涨 ×6 | ||
| BIL | $54304 | 0.35% | 592581 | $663 | 上涨 ×6 | ||
| ESML | $35764 | 0.23% | 639445 | $5613 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $30814 | 0.20% | 154002 | $5815 | 上涨 ×6 | ||
| GOVT | $29385 | 0.19% | 1289961 | $1856 | 上涨 ×4 | ||
| MBB iShares MBS ETF | $28008 | 0.18% | 296322 | $1727 | 上涨 ×4 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $25292 | 0.16% | 1092474 | $1492 | 上涨 ×4 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $17498 | 0.11% | 213105 | $882 | 上涨 ×4 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $17460 | 0.11% | 698679 | $913 | 上涨 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $15462 | 0.10% | 36762 | $2885 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $12265 | 0.08% | 42388 | $1980 | 上涨 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11450 | 0.07% | 48042 | $2099 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $8668 | 0.06% | 14921 | $5397 | 下跌 ×1 | ||
| XLK XLK | $7250 | 0.05% | 38056 | $2350 | 上涨 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $6229 | 0.04% | 16698 | $846 | 上涨 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4124 | 0.03% | 7321 | $552 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3751 | 0.02% | 10617 | $883 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3693 | 0.02% | 10333 | $996 | 上涨 ×6 | ||
| INTC Intel Corporation - Common Stock | $3351 | 0.02% | 24002 | $2126 | 下跌 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $3102 | 0.02% | 8213 | $765 | 上涨 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $3065 | 0.02% | 2555 | $953 | 上涨 ×2 | ||
| BRKB | $2755 | 0.02% | 5505 | $211 | 上涨 ×6 | ||
| GEV GE Vernova Inc. Common Stock | $2528 | 0.02% | 2152 | $756 | 上涨 ×6 | ||
| JEPI | $2509 | 0.02% | 44426 | $382 | 上涨 ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $2449 | 0.02% | 2618 | $268 | 上涨 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $2051 | 0.01% | 15001 | $-33 | 上涨 ×6 | ||
| CVX Chevron Corporation Common Stock | $1860 | 0.01% | 11219 | $-13 | 上涨 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $1811 | 0.01% | 1701 | $688 | 上涨 ×6 | ||
| WMT Walmart Inc. - Common Stock | $1713 | 0.01% | 15128 | $97 | 上涨 ×6 | ||
| XLE XLE | $1677 | 0.01% | 31575 | $-11 | 上涨 ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $1498 | 0.01% | 20987 | $-148 | 上涨 ×6 | ||
| GE GE Aerospace Common Stock | $1484 | 0.01% | 3970 | $430 | 上涨 ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $1402 | 0.01% | 17255 | $243 | 上涨 ×6 | ||
| ORCL Oracle Corporation Common Stock | $1231 | 0.01% | 8399 | $74 | 上涨 ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $1163 | 0.01% | 2282 | $66 | 上涨 ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1125 | 0.01% | 2706 | $333 | 下跌 ×1 | ||
| XLF XLF | $1095 | 0.01% | 20421 | $167 | 上涨 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $996 | 0.01% | 3042 | $204 | 上涨 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $980 | 0.01% | 2780 | $144 | 上涨 ×6 | ||
| BLK BlackRock, Inc. Common Stock | $888 | 0.01% | 923 | $84 | 上涨 ×6 | ||
| XLV XLV | $865 | 0.01% | 5450 | $136 | 上涨 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $816 | 0.01% | 1128 | $436 | 上涨 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $780 | 0.01% | 2773 | $212 | 上涨 ×6 | ||
| XLU XLU | $766 | 0.00% | 16896 | $124 | 上涨 ×5 | ||
| JNJ Johnson & Johnson Common Stock | $758 | 0.00% | 2984 | $102 | 上涨 ×5 | ||
| MCD McDonald's Corporation Common Stock | $728 | 0.00% | 2692 | $28 | 上涨 ×6 | ||
| XLI XLI | $717 | 0.00% | 3872 | $173 | 上涨 ×4 | ||
| SBUX Starbucks Corporation - Common Stock | $676 | 0.00% | 6618 | $83 | 上涨 ×6 | ||
| BA Boeing Company (The) Common Stock | $648 | 0.00% | 2995 | $65 | 上涨 ×6 | ||
| PLD Prologis, Inc. Common Stock | $620 | 0.00% | 4579 | $48 | 上涨 ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $601 | 0.00% | 6240 | $49 | 上涨 ×6 | ||
| V Visa Inc. | $575 | 0.00% | 1676 | $104 | 上涨 ×5 | ||
| NKE Nike, Inc. Common Stock | $560 | 0.00% | 13634 | $53 | 上涨 ×6 | ||
| AXP American Express Company Common Stock | $555 | 0.00% | 1640 | $92 | 上涨 ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $537 | 0.00% | 4246 | $23 | 上涨 ×5 | ||
| 未知发行人 (CUSIP: 84615Q103) | $535 | 0.00% | 3131 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $523 | 0.00% | 2757 | $83 | 上涨 ×3 | ||
| ARKG | $509 | 0.00% | 12107 | $187 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $502 | 0.00% | 4273 | $183 | 上涨 ×3 | ||
| AMT American Tower Corporation (REIT) Common Stock | $501 | 0.00% | 3065 | $7 | 上涨 ×6 | ||
| DE Deere & Company Common Stock | $497 | 0.00% | 784 | $104 | 上涨 ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $487 | 0.00% | 5547 | $75 | 上涨 ×4 | ||
| UPS United Parcel Service, Inc. Common Stock | $472 | 0.00% | 4387 | $60 | 上涨 ×6 | ||
| PFE Pfizer, Inc. Common Stock | $457 | 0.00% | 18973 | $-8 | 上涨 ×6 | ||
| XLC XLC | $455 | 0.00% | 4249 | $38 | 上涨 ×4 | ||
| ABBV AbbVie Inc. Common Stock | $450 | 0.00% | 1790 | $88 | 上涨 ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $438 | 0.00% | 2371 | $148 | 上涨 ×4 | ||
| SPGI S&P Global Inc. Common Stock | $422 | 0.00% | 1035 | $12 | 上涨 ×6 | ||
| SO Southern Company (The) Common Stock | $412 | 0.00% | 4306 | $43 | 上涨 ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $404 | 0.00% | 399 | $88 | 上涨 ×2 | ||
| XRT XRT | $402 | 0.00% | 4579 | ||||
| XLP XLP | $389 | 0.00% | 4686 | $52 | 上涨 ×3 | ||
| XLB XLB | $378 | 0.00% | 7427 | $56 | 上涨 ×3 | ||
| COP ConocoPhillips Common Stock | $372 | 0.00% | 3576 | $-8 | 上涨 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $345 | 0.00% | 2352 | $45 | 上涨 ×3 | ||
| CRM Salesforce, Inc. Common Stock | $342 | 0.00% | 2183 | $18 | 上涨 ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $325 | 0.00% | 2527 | $27 | 上涨 ×2 | ||
| MO Altria Group, Inc. | $319 | 0.00% | 4433 | $53 | 上涨 ×3 | ||
| CVS CVS Health Corporation Common Stock | $314 | 0.00% | 3036 | $69 | 下跌 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $311 | 0.00% | 3130 | $93 | 上涨 ×4 | ||
| BKNG Booking Holdings Inc. - Common Stock | $298 | 0.00% | 1672 | $16 | 上涨 ×4 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $296 | 0.00% | 3210 | $43 | 上涨 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $281 | 0.00% | 944 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $275 | 0.00% | 692 | $4 | 上涨 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $271 | 0.00% | 1231 | $21 | 上涨 ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $265 | 0.00% | 6248 | $-24 | 上涨 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VOO | $6673697 | 43.52% | 上涨 ×6 |
| AGG | $1447610 | 9.44% | 上涨 ×4 |
| IJH | $1086731 | 7.09% | 上涨 ×6 |
| ISTB | $616069 | 4.02% | 上涨 ×4 |
| IJR | $545118 | 3.55% | 上涨 ×6 |
| BITO | $73328 | 0.48% | 上涨 ×6 |
| SUSA | $69645 | 0.45% | 上涨 ×6 |
| GBIL | $54488 | 0.36% | 上涨 ×6 |
| SHV | $54408 | 0.35% | 上涨 ×6 |
| ICSH | $54370 | 0.35% | 上涨 ×6 |
| JPST | $54331 | 0.35% | 上涨 ×6 |
| BIL | $54304 | 0.35% | 上涨 ×6 |
| NVDA | $30814 | 0.20% | 上涨 ×6 |
| GOVT | $29385 | 0.19% | 上涨 ×4 |
| MBB | $28008 | 0.18% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 未知发行人 (CUSIP: 84615Q103) | $535 | 3131 | 0.00% |
| XRT | $402 | 4579 | 0.00% |
| TXN | $281 | 944 | 0.00% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XRT | 2026年3月31日 | 3458 | $295 | 不再跟踪 |
| BX | 2026年6月30日 | 2043 | $235 | 21.8% |