AA
Acorns Advisers, LLC
集中型投资策略趋势追踪型长期持有型
申报总市值
US$134.5亿
申报季度: 2026-03-31 · 持股只数: 105
Acorns Advisers, LLC在最新一期 13F 报告中披露了 105 项持股，申报期为 2026-03-31，总持股市值约为 US$134.5亿，季度换手率为 1.5%。
机构性格雪花图
- 集中度
- 100
- 持仓稳定性
- 1.48
- 动能／逆势
- 100
- 行业集中度
- 74.52
- 多样化
- 100
- 仓位均衡度
- 48.88
近期动向
减仓 VOO
+4.6% -US$1758.1万
加仓 IXUS
-0.4% US$6027.2万
加仓 IJH
+1.3% US$3312.0万
加仓 IJR
+0.7% US$1821.3万
减仓 ESGU
+3.4% -US$715.4万
加仓 AGG
+2.2% US$2052.6万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 42.68% | -0.55% | +4.63% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 23.49% | +0.22% | -0.41% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.94% | +0.06% | +2.18% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.94% | +0.18% | +1.33% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 4.26% | +0.03% | +2.31% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.36% | +0.10% | +0.74% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.79% | -0.08% | +3.37% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 1.12% | -0.02% | -0.92% | |
| 9 | BITO | Proshares Bitcoin Etf-usd | ETF-加密货币 | 0.54% | -0.03% | +24.25% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.44% | -0.02% | +2.84% | |
| 11 | ESGE | Ishares INC Ishares Esg Awar | ETF-其他 | 0.41% | — | -2.62% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.40% | +0.02% | +5.86% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.40% | +0.01% | +4.62% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 0.40% | +0.02% | +4.90% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.40% | +0.01% | +4.18% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.40% | +0.01% | +3.98% | |
| 17 | ESML | Ishares Esg Aware Msci USA S | ETF-其他 | 0.22% | — | -1.17% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.20% | — | +0.19% | |
| 19 | MBB | Ishares Mbs ETF | ETF-其他 | 0.20% | — | +0.00% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | +0.01% | +10.95% | |
| 21 | SUSC | Ishares Esg Aware Usd Corpor | ETF-其他 | 0.18% | — | +0.75% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.12% | — | +0.15% | |
| 23 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-其他 | 0.12% | — | +0.39% | |
| 24 | TSLA | Tesla INC | 股票-周期性消费 | 0.09% | -0.01% | +11.69% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.08% | +0.01% | +10.55% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.07% | — | +18.27% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.04% | — | +27.08% | |
| 28 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.04% | — | +13.93% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.03% | +0.01% | +25.36% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.02% | — | +8.93% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.02% | — | +13.21% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.02% | — | +27.78% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.02% | — | +7.71% | |
| 34 | AVGO | Broadcom INC | 股票-科技 | 0.02% | — | +22.72% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.02% | +0.01% | +5.54% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.02% | +0.01% | +15.15% | |
| 37 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.02% | — | +16.02% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.02% | +0.01% | +13.08% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.01% | — | +49.59% | |
| 40 | GEV | GE Vernova INC | 股票-工业 | 0.01% | — | +3.78% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.01% | — | +11.97% | |
| 42 | NFLX | Netflix INC | 股票-通信服务 | 0.01% | — | +32.79% | |
| 43 | WMT | Walmart INC | 股票-非周期性消费 | 0.01% | — | +8.34% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.01% | — | -6.27% | |
| 45 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.01% | — | +19.22% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.01% | — | +37.50% | |
| 47 | CAT | Caterpillar INC | 股票-工业 | 0.01% | — | +9.16% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工业 | 0.01% | — | +14.87% | |
| 49 | GE | General Electric | 股票-工业 | 0.01% | — | +10.30% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.01% | — | +18.44% |
1–50 of 105
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 105 | US$134.5亿 | 1 | |
| 2025-12-31 | 105 | US$133.2亿 | 5 | |
| 2025-09-30 | 99 | US$127.1亿 | 19 | |
| 2025-06-30 | 85 | US$116.5亿 | 0 | |
| 2025-03-31 | 73 | US$104.3亿 | 100 | |
| 2024-12-31 | 70 | US$103.2亿 | 0 | |
| 2024-09-30 | 60 | US$101.2亿 | 0 | |
| 2024-06-30 | 46 | US$93.4亿 | 0 | |
| 2024-03-31 | 42 | US$89.5亿 | 0 | |
| 2023-12-31 | 32 | US$81.7亿 | 0 | |
| 2023-09-30 | 28 | US$72.7亿 | 0 | |
| 2023-06-30 | 24 | US$73.8亿 | 0 | |
| 2023-03-31 | 28 | US$68.8亿 | 0 | |
| 2022-12-31 | 28 | US$62.6亿 | 0 | |
| 2022-09-30 | 28 | US$55.5亿 | 0 | |
| 2022-06-30 | 28 | US$56.2亿 | 0 | |
| 2022-03-31 | 28 | US$61.6亿 | 0 | |
| 2021-12-31 | 27 | US$61.4亿 | 0 | |
| 2021-09-30 | 27 | US$54.5亿 | 0 | |
| 2021-06-30 | 27 | US$50.8亿 | 92 | |
| 2021-03-31 | 18 | US$43.5亿 | 16 | |
| 2020-12-31 | 18 | US$37.0亿 | 20 | |
| 2020-09-30 | 18 | US$30.5亿 | 100 | |
| 2020-06-30 | 13 | US$25.9亿 | 28 | |
| 2020-03-31 | 13 | US$19.5亿 | 16 | |
| 2019-12-31 | 13 | US$22.3亿 | 14 | |
| 2019-09-30 | 13 | US$19.3亿 | 17 | |
| 2019-06-30 | 8 | US$17.1亿 | 18 | |
| 2019-03-31 | 8 | US$14.2亿 | 24 | |
| 2018-12-31 | 8 | US$11.2亿 | 31 | |
| 2018-06-30 | 7 | US$8.1亿 | 27 | |
| 2018-03-31 | 8 | US$8.5亿 | 43 | |
| 2017-09-30 | 8 | US$5.5亿 | 54 | |
| 2017-06-30 | 8 | US$4.6亿 | 74 | |
| 2017-03-31 | 5 | US$2.6亿 | 26 | |
| 2016-12-31 | 5 | US$2.0亿 | 0 |
本季持股变动
Acorns Advisers, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ss Spdr S&p Retail ETF (XRT); 新建仓: Blackstone INC (BX); 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +4.63%; 减仓: Ishares Core Intl Stock ETF (IXUS) — 股数 -0.41%; 加仓: Ishares Core S&p Midcap ETF (IJH) — 股数 +1.33%.
FAQ
Acorns Advisers, LLC 是什么机构？属于哪种投资人类型？
Acorns Advisers, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$134.5亿，分布在 105 个已申报仓位之中。
Acorns Advisers, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Acorns Advisers, LLC 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$57.4亿 (42.7%)
2. Ishares Core Intl Stock ETF (IXUS) — US$31.6亿 (23.5%)
3. Ishares Core U.s. Aggregate (AGG) — US$13.4亿 (9.9%)
4. Ishares Core S&p Midcap ETF (IJH) — US$9.3亿 (6.9%)
5. Ishares Core 1-5 Year Usd Bo (ISTB) — US$5.7亿 (4.3%)
Acorns Advisers, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Acorns Advisers, LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 43 个既有持股、减仓 5 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：清仓: Ss Spdr S&p Retail ETF (XRT); 新建仓: Blackstone INC (BX); 加仓: Vanguard S&p 500 ETF (VOO) — 股数 +4.63%; 减仓: Ishares Core Intl Stock ETF (IXUS) — 股数 -0.41%; 加仓: Ishares Core S&p Midcap ETF (IJH) — 股数 +1.33%
Acorns Advisers, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Acorns Advisers, LLC 的主要板块分布如下：
• Information Technology: 42.6%
• Consumer Discretionary: 21.0%
• Communication Services: 10.0%
• Industrials: 5.9%
• Financials: 5.6%
• Consumer Staples: 4.8%