13F 机构持仓

Acumen Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001939202

2026Q22026Q1 更早 9 个季度 🔒
$3.72亿2026Q1 申报市值
439持仓数
46.7%前十大占比 · 第一大 13.4%
72 / 132新建仓 / 清仓
申报市值走势$4.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.4%
AGG 9.3%
MSFT 3.7%
AAPL 3.5%
GOOGL 3.3%
VEA 3.1%
IJR 2.8%
META 2.6%
AMZN 2.5%
JNJ 2.3%

2026Q1 买入最多 按季末市值估算

VEA 加仓+$1,097.15万
IJR 加仓+$1,010.94万
NVDA 加仓+$568.11万
TSLA 加仓+$327.66万
PULS 加仓+$310.71万

2026Q1 卖出最多 按季末市值估算

BRK/B 减仓-$368.55万
ASML 减仓-$318.32万
LRCX 减仓-$318.04万
TSM 减仓-$280.81万
USFR 减仓-$241.30万

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
IWB ISHARES TR $00.00%0 -3,640-100.0% -$135.93万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 —— — 申报中断
ARLP ALLIANCE RESOURCE PARTNERS L $00.00%0 -6,200-100.0% -$14.40万 清仓
ET ENERGY TRANSFER L P $00.00%0 -8,140-100.0% -$13.42万 清仓
RTX RTX CORPORATION $00.00%0 —— — 申报中断
SO SOUTHERN CO $00.00%0 -714-100.0% -$6.23万 清仓
MICC MAGNUM ICE CREAM CO NV $00.00%0 -2,202-100.0% -$3.49万 清仓
MDT MEDTRONIC PLC $00.00%0 -304-100.0% -$2.94万 清仓
VOT VANGUARD INDEX FDS $00.00%0 -105-100.0% -$2.93万 清仓
IOT SAMSARA INC $00.00%0 -791-100.0% -$2.80万 清仓
AZN ASTRAZENECA PLC $00.00%0 -134-100.0% -$2.45万 清仓
ADBE ADOBE INC $00.00%0 -70-100.0% -$2.45万 清仓
LH LABCORP HOLDINGS INC $00.00%0 -92-100.0% -$2.31万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -771-100.0% -$2.30万 清仓
AEE AMEREN CORP $00.00%0 -225-100.0% -$2.25万 清仓
CTVA CORTEVA INC $00.00%0 -309-100.0% -$2.07万 清仓
— REV GROUP INC $00.00%0 -329-100.0% -$2.00万 清仓
ACWV ISHARES INC $00.00%0 -159-100.0% -$1.89万 清仓
APP APPLOVIN CORP $00.00%0 -27-100.0% -$1.82万 清仓
BCS BARCLAYS PLC $00.00%0 —— — 申报中断
URI UNITED RENTALS INC $00.00%0 -20-100.0% -$1.62万 清仓
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -47-100.0% -$1.55万 清仓
— SYNOVUS FINL CORP $00.00%0 -301-100.0% -$1.51万 清仓
ZTS ZOETIS INC $00.00%0 -112-100.0% -$1.41万 清仓
CVNA CARVANA CO $00.00%0 -32-100.0% -$1.35万 清仓
ITGR INTEGER HLDGS CORP $00.00%0 -165-100.0% -$1.29万 清仓
ICOP ISHARES TR $00.00%0 —— — 申报中断
NMRK NEWMARK GROUP INC $00.00%0 -700-100.0% -$1.21万 清仓
AWI ARMSTRONG WORLD INDS INC NEW $00.00%0 -59-100.0% -$1.13万 清仓
FIVN FIVE9 INC $00.00%0 -540-100.0% -$1.08万 清仓
PGNY PROGYNY INC $00.00%0 —— — 申报中断
SNY SANOFI SA $00.00%0 -216-100.0% -$1.05万 清仓
NWG NATWEST GROUP PLC $00.00%0 -598-100.0% -$1.05万 清仓
H HYATT HOTELS CORP $00.00%0 -65-100.0% -$1.04万 清仓
MELI MERCADOLIBRE INC $00.00%0 —— — 申报中断
HNI HNI CORP $00.00%0 -237-100.0% -$9,964 清仓
PNTG PENNANT GROUP INC $00.00%0 —— — 申报中断
PANW PALO ALTO NETWORKS INC $00.00%0 —— — 申报中断
CXM SPRINKLR INC $00.00%0 -1,089-100.0% -$8,473 清仓
LRN STRIDE INC $00.00%0 -130-100.0% -$8,441 清仓
YELP YELP INC $00.00%0 -263-100.0% -$7,993 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -69-100.0% -$7,277 清仓
FUTU FUTU HLDGS LTD $00.00%0 -44-100.0% -$7,226 清仓
BRO BROWN & BROWN INC $00.00%0 -90-100.0% -$7,173 清仓
— CARNIVAL PLC $00.00%0 -215-100.0% -$6,521 清仓
ESLT ELBIT SYS LTD $00.00%0 -11-100.0% -$6,355 清仓
PEGA PEGASYSTEMS INC $00.00%0 -104-100.0% -$6,211 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -73-100.0% -$6,159 清仓
ARKF ARK ETF TR $00.00%0 —— — 申报中断
— CYBERARK SOFTWARE LTD $00.00%0 -13-100.0% -$5,799 清仓
LTM LATAM AIRLINES GROUP SA $00.00%0 -104-100.0% -$5,763 清仓
VLTO VERALTO CORP $00.00%0 -56-100.0% -$5,595 清仓
EDU NEW ORIENTAL ED & TECHNOLOGY $00.00%0 -94-100.0% -$5,173 清仓
— EMBOTELLADORA ANDINA S A $00.00%0 -184-100.0% -$5,134 清仓
TCOM TRIP COM GROUP LTD $00.00%0 -71-100.0% -$5,106 清仓
OMAB GRUPO AEROPORTUARIO DEL CENT $00.00%0 -46-100.0% -$5,004 清仓
APTV APTIV PLC $00.00%0 -65-100.0% -$4,946 清仓
— SIREN ETF TR $00.00%0 -204-100.0% -$4,886 清仓
ENB ENBRIDGE INC $00.00%0 -102-100.0% -$4,879 清仓
MBLY MOBILEYE GLOBAL INC $00.00%0 -429-100.0% -$4,479 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -74-100.0% -$4,021 清仓
ICLR ICON PLC $00.00%0 -22-100.0% -$4,009 清仓
MLCO MELCO RESORTS AND ENTMNT LTD $00.00%0 -527-100.0% -$3,990 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -10-100.0% -$3,367 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -23-100.0% -$3,215 清仓
AXS AXIS CAP HLDGS LTD $00.00%0 -29-100.0% -$3,119 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -100-100.0% -$2,882 清仓
SSB SOUTHSTATE BK CORP $00.00%0 —— — 申报中断
SOFI SOFI TECHNOLOGIES INC $00.00%0 —— — 申报中断
IWN ISHARES TR $00.00%0 -14-100.0% -$2,537 清仓
PSMT PRICESMART INC $00.00%0 -20-100.0% -$2,454 清仓
— AVALONBAY CMNTYS INC $00.00%0 -13-100.0% -$2,380 清仓
HDV ISHARES TR $00.00%0 -18-100.0% -$2,189 清仓
SU SUNCOR ENERGY INC NEW $00.00%0 -49-100.0% -$2,174 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 —— — 申报中断
VGT VANGUARD WORLD FD $00.00%0 -2-100.0% -$1,508 清仓
ADSK AUTODESK INC $00.00%0 -5-100.0% -$1,481 清仓
VUG VANGUARD INDEX FDS $00.00%0 -3-100.0% -$1,464 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -10-100.0% -$1,448 清仓
JCI JOHNSON CTLS INTL PLC $00.00%0 -12-100.0% -$1,442 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -3-100.0% -$1,407 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -13-100.0% -$1,290 清仓
SOXX ISHARES TR $00.00%0 -4-100.0% -$1,205 清仓
OKE ONEOK INC NEW $00.00%0 -16-100.0% -$1,176 清仓
KVUE KENVUE INC $00.00%0 -67-100.0% -$1,156 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 —— — 申报中断
DRI DARDEN RESTAURANTS INC $00.00%0 -6-100.0% -$1,105 清仓
PYPL PAYPAL HLDGS INC $00.00%0 —— — 申报中断
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -11-100.0% -$992 清仓
TGT TARGET CORP $00.00%0 -10-100.0% -$978 清仓
WPC WP CAREY INC $00.00%0 -14-100.0% -$914 清仓
TFC TRUIST FINL CORP $00.00%0 -18-100.0% -$886 清仓
TAN INVESCO EXCH TRADED FD TR II $00.00%0 -18-100.0% -$885 清仓
SNOW SNOWFLAKE INC $00.00%0 -4-100.0% -$878 清仓
— COTERRA ENERGY INC $00.00%0 -33-100.0% -$869 清仓
— CONFLUENT INC $00.00%0 -28-100.0% -$847 清仓
ROBO EXCHANGE TRADED CONCEPTS TRU $00.00%0 -12-100.0% -$832 清仓
AGNC AGNC INVT CORP $00.00%0 -76-100.0% -$824 清仓
ABNB AIRBNB INC $00.00%0 -6-100.0% -$815 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -5-100.0% -$809 清仓