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
CXW CORECIVIC INC $4,0470.00%214 -973-82.0% -$1.84万 减仓
NGG NATIONAL GRID PLC $4,1460.00%49 00.0% — 不变
SHOP SHOPIFY INC $4,1520.00%35 -8-18.6% -$949 减仓
RGTI RIGETTI COMPUTING INC $4,1980.00%299 155107.6% $2,176 加仓
NAK NORTHERN DYNASTY MINERALS LT $4,2000.00%3,000 00.0% — 不变
SSRM SSR MINING IN $4,2010.00%143 -121-45.8% -$3,555 减仓
BKNG BOOKING HOLDINGS INC $4,2110.00%1 00.0% — 不变
XLC SELECT SECTOR SPDR TR $4,4350.00%40 40— $4,435 新建仓
VICI VICI PPTYS INC $4,5550.00%164 -343-67.7% -$9,527 减仓
ONC BEONE MEDICINES LTD $4,7520.00%16 16.7% $297 加仓
HDB HDFC BANK LTD $4,7770.00%192 00.0% — 不变
STNE STONECO LTD $4,8010.00%340 -298-46.7% -$4,208 减仓
ABCB AMERIS BANCORP $4,8480.00%62 00.0% — 不变
IBB ISHARES TR $5,0660.00%30 00.0% — 不变
NTR NUTRIEN LTD $5,1690.00%68 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $5,1780.00%15 -4-21.1% -$1,381 减仓
MFG MIZUHO FINANCIAL GROUP INC $5,3120.00%669 -388-36.7% -$3,081 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $5,3390.00%75 2138.9% $1,495 加仓
BAP CREDICORP LTD $5,4270.00%16 16— $5,427 新建仓
XLG INVESCO EXCHANGE TRADED FD T $5,6190.00%103 103— $5,619 新建仓
KOF COCA-COLA FEMSA SAB DE CV $5,6580.00%58 00.0% — 不变
ON ON SEMICONDUCTOR CORP $5,6970.00%92 2231.4% $1,362 加仓
KT KT CORP $5,7920.00%270 270— $5,792 新建仓
MFC MANULIFE FINL CORP $5,8210.00%169 169— $5,821 新建仓
NU NU HLDGS LTD $5,8920.00%410 410— $5,892 新建仓
BLOK AMPLIFY ETF TR $5,9280.00%119 -4-3.3% -$199 减仓
TLTW ISHARES TR $6,3110.00%279 -116-29.4% -$2,624 减仓
AVAV AEROVIRONMENT INC $6,4070.00%35 1359.1% $2,380 加仓
SPY STATE STR SPDR S&P 500 ETF T $6,5220.00%10 10— $6,522 新建仓
CARG CARGURUS INC $6,5720.00%193 145302.1% $4,938 加仓
CMC COMMERCIAL METALS CO $6,6960.00%109 109— $6,696 新建仓
NKE NIKE INC $6,7020.00%125 -116-48.1% -$6,219 减仓
TIMB TIM S A $6,7020.00%253 253— $6,702 新建仓
KNF KNIFE RIVER CORP $6,8590.00%84 84— $6,859 新建仓
ASTH ASTRANA HEALTH INC $6,8660.00%280 00.0% — 不变
SN SHARKNINJA INC $6,8840.00%65 65— $6,884 新建仓
CPER UNITED STS COMMODITY INDEX F $6,8860.00%200 00.0% — 不变
— PENNANT GROUP INC $6,9190.00%227 227— $6,919 新建仓
ITUB ITAU UNIBANCO HLDG S A $6,9280.00%820 00.0% — 不变
CCJ CAMECO CORP $6,9520.00%64 64— $6,952 新建仓
— VALE S A $7,1440.00%449 449— $7,144 新建仓
CVSA COVISTA INC $7,1460.00%62 -35-36.1% -$4,034 减仓
CRH CRH PLC $7,1750.00%68 -26-27.7% -$2,743 减仓
FTDR FRONTDOOR INC $7,2420.00%137 137— $7,242 新建仓
YUMC YUM CHINA HLDGS INC $7,2690.00%149 149— $7,269 新建仓
SUNB SUNBELT RENTALS HOLDINGS INC $7,2910.00%112 112— $7,291 新建仓
— VALKYRIE ETF TRUST II $7,3130.00%210 199.9% $662 加仓
INCY INCYTE CORP $7,3420.00%78 00.0% — 不变
DLR DIGITAL RLTY TR INC $7,3890.00%41 00.0% — 不变
CX CEMEX SA EURO MTN BE 144A $7,4710.00%653 00.0% — 不变
TILE INTERFACE INC $7,5100.00%301 00.0% — 不变
HCA HCA HEALTHCARE INC $7,5720.00%16 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $7,6310.00%110 2935.8% $2,012 加仓
BHP BHP BILLITON LIMITED $7,6380.00%105 3040.0% $2,182 加仓
BITQ BITWISE FUNDS TRUST $7,6390.00%405 359.5% $660 加仓
EXLS EXLSERVICE HLDGS INC $7,6740.00%252 -57-18.4% -$1,736 减仓
FFIV F5 INC $7,8120.00%27 00.0% — 不变
SYNA SYNAPTICS INC $7,8450.00%112 00.0% — 不变
OGS ONE GAS INC $7,9240.00%92 -31-25.2% -$2,670 减仓
EAT BRINKER INTL INC $7,9960.00%56 56— $7,996 新建仓
IBN ICICI BANK LIMITED $8,0290.00%310 00.0% — 不变
VIK VIKING HOLDINGS LTD $8,0830.00%110 -47-29.9% -$3,454 减仓
CPK CHESAPEAKE UTILS CORP $8,1320.00%64 00.0% — 不变
HSBC HSBC HLDGS PLC $8,2310.00%98 3350.8% $2,772 加仓
BOOT BOOT BARN HLDGS INC $8,3430.00%57 57— $8,343 新建仓
SBS COMPANHIA DE SANEAMENTO BASI $8,3710.00%271 12484.4% $3,830 加仓
VLO VALERO ENERGY CORP $8,4010.00%34 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S $8,4410.00%76 76— $8,441 新建仓
SXT SENSIENT TECHNOLOGIES CORP $8,4720.00%98 00.0% — 不变
MKSI MKS INC. $8,5030.00%37 00.0% — 不变
PRI PRIMERICA INC $8,5170.00%34 -16-32.0% -$4,008 减仓
KBR KBR INC $8,6270.00%233 00.0% — 不变
NTES NETEASE COM INC $8,7320.00%78 00.0% — 不变
CLS CELESTICA INC $8,7330.00%31 1593.8% $4,226 加仓
ARGX ARGENX SE $8,7630.00%12 6100.0% $4,382 加仓
KRYS KRYSTAL BIOTECH INC $8,7830.00%34 00.0% — 不变
STAG STAG INDUSTRIAL INC $8,8570.00%243 243— $8,857 新建仓
FEGE RBB FUND TRUST $8,9300.00%190 190— $8,930 新建仓
PPG PPG INDS INC $8,9780.00%84 -9-9.7% -$962 减仓
AVES AMERICAN CENTY ETF TR $9,0020.00%150 150— $9,002 新建仓
NVT NVENT ELEC PLC $9,2260.00%78 78— $9,226 新建仓
NPKI NPK INTERNATIONAL INC $9,2890.00%641 00.0% — 不变
KEX KIRBY CORP $9,3020.00%70 70— $9,302 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $9,3170.00%549 549— $9,317 新建仓
SHG SHINHAN FINANCIAL GROUP CO L $9,3210.00%152 152— $9,321 新建仓
BSOL BITWISE SOLANA STAKING ETF $9,4480.00%855 9212.1% $1,017 加仓
SIMO SILICON MOTION TECHNOLOGY CO $9,5450.00%85 85— $9,545 新建仓
NVS NOVARTIS AG $9,6240.00%63 2880.0% $4,277 加仓
BABA ALIBABA GROUP HLDG LTD $9,6420.00%77 11.3% $125 加仓
IRDM IRIDIUM COMMUNICATIONS INC $9,6540.00%348 348— $9,654 新建仓
SONY SONY GROUP CORP $9,7500.00%471 357313.2% $7,390 加仓
PNR PENTAIR PLC $9,8440.00%113 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $9,9420.00%141 6176.2% $4,301 加仓
CDE COEUR MNG INC $1.02万0.00%546 -612-52.8% -$1.15万 减仓
PHG KONINKLIJKE PHILIPS N V $1.03万0.00%376 376— $1.03万 新建仓
RRX REGAL REXNORD CORPORATION $1.03万0.00%55 55— $1.03万 新建仓
ING ING GROEP N.V. $1.04万0.00%398 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $1.04万0.00%115 -32-21.8% -$2,902 减仓
IEMG ISHARES INC $1.05万0.00%151 -825-84.5% -$5.75万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.05万0.00%487 487— $1.05万 新建仓