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
VST VISTRA CORP $00.00%0 —— — 申报中断
— DUPONT DE NEMOURS INC $00.00%0 -20-100.0% -$804 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -2-100.0% -$796 清仓
CTAS CINTAS CORP $00.00%0 -4-100.0% -$753 清仓
HSY HERSHEY CO $00.00%0 —— — 申报中断
— EXCHANGE TRADED CONCEPTS TRU $00.00%0 -18-100.0% -$727 清仓
HMC HONDA MOTOR LTD $00.00%0 -24-100.0% -$708 清仓
GL GLOBE LIFE INC $00.00%0 -5-100.0% -$700 清仓
BF/B BROWN FORMAN CORP $00.00%0 -26-100.0% -$684 清仓
IDXX IDEXX LABS INC $00.00%0 -1-100.0% -$677 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 -8-100.0% -$670 清仓
INGR INGREDION INC $00.00%0 -6-100.0% -$662 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -41-100.0% -$660 清仓
PINS PINTEREST INC $00.00%0 -24-100.0% -$622 清仓
GPC GENUINE PARTS CO $00.00%0 -5-100.0% -$620 清仓
MSCI MSCI INC $00.00%0 -1-100.0% -$574 清仓
AXON AXON ENTERPRISE INC $00.00%0 -1-100.0% -$568 清仓
ROKU ROKU INC $00.00%0 —— — 申报中断
ARKK ARK ETF TR $00.00%0 —— — 申报中断
DOCS DOXIMITY INC $00.00%0 -12-100.0% -$532 清仓
NNN NNN REIT INC $00.00%0 -13-100.0% -$516 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -5-100.0% -$493 清仓
DOCU DOCUSIGN INC $00.00%0 -7-100.0% -$479 清仓
MSTR STRATEGY INC $00.00%0 -3-100.0% -$456 清仓
ICLN ISHARES TR $00.00%0 -27-100.0% -$444 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -8-100.0% -$431 清仓
RBLX ROBLOX CORP $00.00%0 -5-100.0% -$406 清仓
ELF E L F BEAUTY INC $00.00%0 -5-100.0% -$381 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 —— — 申报中断
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -10-100.0% -$370 清仓
JLL JONES LANG LASALLE INC $00.00%0 -1-100.0% -$337 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -1-100.0% -$325 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -3-100.0% -$309 清仓
CAVA CAVA GROUP INC $00.00%0 -5-100.0% -$294 清仓
ONON ON HLDG AG $00.00%0 -6-100.0% -$279 清仓
XPO XPO INC $00.00%0 -2-100.0% -$272 清仓
FSLR FIRST SOLAR INC $00.00%0 -1-100.0% -$262 清仓
LIT GLOBAL X FDS $00.00%0 -4-100.0% -$261 清仓
VB VANGUARD INDEX FDS $00.00%0 -1-100.0% -$258 清仓
ENPH ENPHASE ENERGY INC $00.00%0 -8-100.0% -$257 清仓
CLH CLEAN HARBORS INC $00.00%0 -1-100.0% -$235 清仓
ARKG ARK ETF TR $00.00%0 -8-100.0% -$232 清仓
NTRA NATERA INC $00.00%0 -1-100.0% -$230 清仓
COCO VITA COCO CO INC $00.00%0 -4-100.0% -$213 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -1-100.0% -$157 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -3-100.0% -$146 清仓
VKTX VIKING THERAPEUTICS INC $00.00%0 -4-100.0% -$141 清仓
XYZ BLOCK INC $00.00%0 —— — 申报中断
ARKX ARK ETF TR $00.00%0 —— — 申报中断
ARKQ ARK ETF TR $00.00%0 —— — 申报中断
UFO PROCURE ETF TRUST II $00.00%0 —— — 申报中断
F FORD MTR CO $00.00%0 —— — 申报中断
ALL ALLSTATE CORP $00.00%0 0— -$54 清仓
GDOT GREEN DOT CORP $00.00%0 —— — 申报中断
UTZ UTZ BRANDS INC $00.00%0 0— -$34 清仓
O REALTY INCOME CORP $00.00%0 0— -$25 清仓
AAL AMERICAN AIRLS GROUP INC $00.00%0 —— — 申报中断
RCAT RED CAT HLDGS INC $00.00%0 -1-100.0% -$8 清仓
— WORKHORSE GROUP INC $40.00%1 1— $4 新建仓
DKNG DRAFTKINGS INC NEW $220.00%1 -619-99.8% -$1.36万 减仓
LCID LUCID GROUP INC $480.00%5 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $760.00%5 00.0% — 不变
SG SWEETGREEN INC $1510.00%29 29— $151 新建仓
— VERA BRADLEY INC $3160.00%100 00.0% — 不变
TKO TKO GROUP HOLDINGS INC $8070.00%4 -5-55.6% -$1,009 减仓
IWO ISHARES TR $9420.00%3 -65-95.6% -$2.04万 减仓
VUSB VANGUARD BD INDEX FDS $1,0460.00%21 21— $1,046 新建仓
DAL DELTA AIR LINES INC $1,2640.00%19 -3-13.6% -$200 减仓
IWF ISHARES TR $1,2800.00%3 3— $1,280 新建仓
INDI INDIE SEMICONDUCTOR INC $1,3210.00%410 00.0% — 不变
APPF APPFOLIO INC $1,4210.00%9 -16-64.0% -$2,526 减仓
RDY DR REDDYS LABS LTD $1,4550.00%105 -295-73.8% -$4,088 减仓
OKLO OKLO INC $1,5870.00%32 32— $1,587 新建仓
NIO NIO INC $1,8090.00%300 00.0% — 不变
OGN ORGANON & CO $1,8210.00%304 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY $1,8920.00%24 -21-46.7% -$1,656 减仓
CELH CELSIUS HLDGS INC $1,9520.00%55 00.0% — 不变
VO VANGUARD INDEX FDS $2,0110.00%7 7— $2,011 新建仓
CLSK CLEANSPARK INC $2,2560.00%265 -797-75.0% -$6,785 减仓
WFRD WEATHERFORD INTL PLC $2,2700.00%24 00.0% — 不变
BAX BAXTER INTL INC $2,3880.00%142 -41-22.4% -$689 减仓
POR PORTLAND GEN ELEC CO $2,5050.00%47 -64-57.7% -$3,411 减仓
DOX AMDOCS LTD $2,5680.00%39 -222-85.1% -$1.46万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $2,9100.00%63 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $2,9610.00%138 -45-24.6% -$966 减仓
INOD INNODATA INC $2,9740.00%77 -180-70.0% -$6,952 减仓
RACE FERRARI N V $3,0470.00%9 -9-50.0% -$3,047 减仓
— TOPBUILD COR $3,1620.00%9 00.0% — 不变
— HONEYWELL INTL INC $3,1650.00%14 00.0% — 不变
FSBC FIVE STAR BANCORP $3,3200.00%88 -491-84.8% -$1.85万 减仓
TD TORONTO DOMINION BK ONT $3,3600.00%36 00.0% — 不变
HAE HAEMONETICS CORP MASS $3,4950.00%62 -205-76.8% -$1.16万 减仓
ITW ILLINOIS TOOL WKS INC $3,6670.00%14 -368-96.3% -$9.64万 减仓
IR INGERSOLL RAND INC $3,6860.00%46 00.0% — 不变
AIZ ASSURANT INC $3,7030.00%17 00.0% — 不变
ESNT ESSENT GROUP LTD $3,8580.00%66 00.0% — 不变
ARKB ARK 21SHARES BITCOIN ETF $3,8690.00%172 172— $3,869 新建仓
BN BROOKFIELD CORP $3,9260.00%97 00.0% — 不变
TXNM TXNM ENERGY INC $3,9760.00%68 -5-6.8% -$292 减仓
RGR STURM RUGER & CO INC $4,0090.00%100 00.0% — 不变