13F 机构持仓

Acumen Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001939202

2026Q22026Q1 更早 9 个季度 🔒
$4.72亿2026Q2 申报市值
490持仓数
42.6%前十大占比 · 第一大 7.3%
67 / 44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

AGG 7.3%
IVV 5.4%
FEOE 5.0%
NVDA 4.6%
AVUV 4.3%
AVNM 3.4%
AAPL 3.3%
GOOGL 3.3%
FFSM 3.2%
VTEB 2.8%

2026Q2 买入最多 按季末市值估算

FEOE 加仓+$2,174.39万
AVUV 加仓+$2,008.09万
FFSM 新建仓+$1,518.41万
AVNM 加仓+$1,461.73万
NVDA 加仓+$1,394.83万

2026Q2 卖出最多 按季末市值估算

IVV 减仓-$3,187.68万
VEA 减仓-$1,184.87万
IJR 减仓-$1,108.19万
LRCX 减仓-$551.75万
TSM 减仓-$478.02万

2026Q2 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
VGSH VANGUARD SCOTTSDALE FDS $2,2120.00%38 38— $2,212 新建仓
HDB HDFC BANK LTD $2,3510.00%91 -101-52.6% -$2,609 减仓
POR PORTLAND GEN ELEC CO $2,4620.00%47 00.0% — 不变
VXUS VANGUARD STAR FDS $2,4820.00%29 -652-95.7% -$5.58万 减仓
MET METLIFE INC $2,7930.00%33 -211-86.5% -$1.79万 减仓
BAX BAXTER INTL INC $3,0290.00%142 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $3,0760.00%18 18— $3,076 新建仓
BITQ BITWISE FUNDS TRUST $3,6260.00%148 -257-63.5% -$6,296 减仓
IR INGERSOLL RAND INC $3,7720.00%46 00.0% — 不变
RGR STURM RUGER & CO INC $3,7850.00%100 00.0% — 不变
CLSK CLEANSPARK INC $3,8560.00%265 00.0% — 不变
TXNM TXNM ENERGY INC $3,8620.00%68 00.0% — 不变
SHOP SHOPIFY INC $3,9970.00%35 00.0% — 不变
NGG NATIONAL GRID PLC $4,0610.00%49 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $4,1060.00%138 00.0% — 不变
OGN ORGANON & CO $4,1170.00%304 00.0% — 不变
BN BROOKFIELD CORP $4,1320.00%97 00.0% — 不变
TW TRADEWEB MKTS INC $4,1860.00%42 -10,007-99.6% -$99.74万 减仓
ESNT ESSENT GROUP LTD $4,2430.00%66 00.0% — 不变
BSOL BITWISE SOLANA STAKING ETF $4,2650.00%426 -429-50.2% -$4,295 减仓
FSBC FIVE STAR BANCORP $4,2850.00%88 00.0% — 不变
NTR NUTRIEN LTD $4,3180.00%68 00.0% — 不变
VICI VICI PPTYS INC $4,3550.00%164 00.0% — 不变
TD TORONTO DOMINION BK ONT $4,3720.00%36 00.0% — 不变
QLTY GMO ETF TRUST $4,3790.00%105 -2,075-95.2% -$8.65万 减仓
DEO DIAGEO PLC $4,4210.00%55 -15,214-99.6% -$122.29万 减仓
ONC BEONE MEDICINES LTD $4,5600.00%16 00.0% — 不变
AIZ ASSURANT INC $4,5660.00%17 00.0% — 不变
KT KT CORP $4,6660.00%270 00.0% — 不变
COMT ISHARES U S ETF TR $4,7380.00%156 156— $4,738 新建仓
SRE SEMPRA $4,7620.00%51 -85-62.5% -$7,937 减仓
SSRM SSR MINING IN $4,9780.00%176 3323.1% $933 加仓
MELI MERCADOLIBRE INC $5,0930.00%3 -2-40.0% -$3,395 重新持有
URNM SPROTT FDS TR $5,1540.00%98 98— $5,154 新建仓
NKE NIKE INC $5,1830.00%125 00.0% — 不变
URA GLOBAL X FDS $5,2010.00%119 119— $5,201 新建仓
DBMF LITMAN GREGORY FDS TR $5,2960.00%173 173— $5,296 新建仓
ACN ACCENTURE PLC IRELAND $5,3510.00%43 -11,766-99.6% -$146.42万 减仓
NUE NUCOR CORP $5,3600.00%24 24— $5,360 新建仓
INCY INCYTE CORP $5,4420.00%48 -30-38.5% -$3,401 减仓
TIMB TIM S A $5,4620.00%253 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $5,5140.00%77 -163-67.9% -$1.17万 减仓
BLOK AMPLIFY ETF TR $5,5750.00%89 -30-25.2% -$1,879 减仓
ABCB AMERIS BANCORP $5,6090.00%62 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $5,6480.00%315 210200.0% $3,765 重新持有
MAIN MAIN STR CAP CORP $5,7170.00%110 110— $5,717 新建仓
NAK NORTHERN DYNASTY MINERALS LT $5,7600.00%3,000 00.0% — 不变
INOD INNODATA INC $5,8200.00%77 00.0% — 不变
LITE LUMENTUM HLDGS INC $6,0070.00%7 7— $6,007 新建仓
MFC MANULIFE FINL CORP $6,0360.00%149 -20-11.8% -$810 减仓
SONY SONY GROUP CORP $6,0990.00%304 -167-35.5% -$3,350 减仓
KOF COCA-COLA FEMSA SAB DE CV $6,1630.00%58 00.0% — 不变
BAP CREDICORP LTD $6,2340.00%16 00.0% — 不变
PODD INSULET CORP $6,2430.00%41 -73-64.0% -$1.11万 减仓
NU NU HLDGS LTD $6,4000.00%479 6916.8% $922 加仓
MFG MIZUHO FINANCIAL GROUP INC $6,4100.00%669 00.0% — 不变
SE SEA LTD $6,4210.00%67 67— $6,421 新建仓
AA ALCOA CORP $6,4660.00%124 124— $6,466 新建仓
CXW CORECIVIC INC $6,5020.00%214 00.0% — 不变
CCJ CAMECO CORP $6,5200.00%64 00.0% — 不变
RGTI RIGETTI COMPUTING INC $6,6660.00%345 4615.4% $889 加仓
YUMC YUM CHINA HLDGS INC $6,7030.00%164 1510.1% $613 加仓
ITUB ITAU UNIBANCO HLDG S A $6,7030.00%820 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $6,7210.00%23 853.3% $2,338 加仓
VALE VALE S A $6,7530.00%449 449— $6,753 新建仓
CMC COMMERCIAL METALS CO $6,8400.00%109 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC $6,8840.00%86 86— $6,884 新建仓
STZ CONSTELLATION BRANDS INC $6,9550.00%50 -14,176-99.6% -$197.19万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $7,0990.00%447 447— $7,099 新建仓
BABA ALIBABA GROUP HLDG LTD $7,1810.00%74 -3-3.9% -$291 减仓
— ISHARES ETHEREUM TR $7,2770.00%612 -869-58.7% -$1.03万 减仓
BHP BHP BILLITON LIMITED $7,4980.00%90 -15-14.3% -$1,250 减仓
SIL GLOBAL X FDS $7,6020.00%98 -125-56.1% -$9,696 减仓
SBS COMPANHIA DE SANEAMENTO BASI $7,8320.00%1,355 00.0% — 不变
CX CEMEX SA EURO MTN BE 144A $7,8360.00%653 00.0% — 不变
XLE SELECT SECTOR SPDR TR $7,9670.00%150 150— $7,967 新建仓
INFO HARBOR ETF TRUST $8,0230.00%295 295— $8,023 新建仓
AVMV AMERICAN CENTY ETF TR $8,0540.00%100 100— $8,054 新建仓
KBR KBR INC $8,0840.00%233 00.0% — 不变
SPYM SPDR SERIES TRUST $8,1730.00%93 93— $8,173 新建仓
BKNG BOOKING HOLDINGS INC $8,2000.00%46 2184.0% $3,743 加仓
CARG CARGURUS INC $8,2500.00%242 4925.4% $1,670 加仓
ORA ORMAT TECHNOLOGIES INC $8,2770.00%76 -23-23.2% -$2,505 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $8,3790.00%112 00.0% — 不变
NVO NOVO-NORDISK A S $8,3900.00%175 -22,444-99.2% -$107.60万 减仓
NXT NEXTPOWER INC $8,5790.00%72 72— $8,579 新建仓
FERG FERGUSON ENTERPRISES INC $8,6150.00%36 -34-48.6% -$8,136 减仓
OGS ONE GAS INC $8,7860.00%114 2223.9% $1,696 加仓
VLO VALERO ENERGY CORP $8,8550.00%34 00.0% — 不变
KNF KNIFE RIVER CORP $8,9510.00%107 2327.4% $1,924 加仓
IBN ICICI BANK LIMITED $9,0000.00%310 00.0% — 不变
COP CONOCOPHILLIPS $9,0450.00%87 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $9,0640.00%110 00.0% — 不变
AR ANTERO RESOURCES CORP $9,1370.00%260 00.0% — 不变
PPL PPL CORP $9,1590.00%250 -101-28.8% -$3,700 减仓
PHG KONINKLIJKE PHILIPS N V $9,2450.00%340 -36-9.6% -$979 减仓
HSBC HSBC HLDGS PLC $9,3190.00%98 00.0% — 不变
INTA INTAPP INC $9,4540.00%375 -228-37.8% -$5,748 减仓
KEX KIRBY CORP $9,5180.00%70 00.0% — 不变
URBN URBAN OUTFITTERS INC $9,5670.00%135 -66-32.8% -$4,677 减仓