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
SHG SHINHAN FINANCIAL GROUP CO L $9,6140.00%152 00.0% — 不变
PRI PRIMERICA INC $9,6630.00%34 00.0% — 不变
FMX FOMENTO ECONOMICO MEXICANO S $9,7210.00%76 00.0% — 不变
TEX TEREX CORP NEW $9,7730.00%135 -61-31.1% -$4,416 减仓
SPGI S&P GLOBAL INC $9,7750.00%24 24— $9,775 新建仓
STAG STAG INDUSTRIAL INC $9,7820.00%257 145.8% $533 加仓
NVS NOVARTIS AG $9,8740.00%63 00.0% — 不变
NTES NETEASE COM INC $9,9950.00%78 00.0% — 不变
KRYS KRYSTAL BIOTECH INC $1.00万0.00%27 -7-20.6% -$2,602 减仓
CPK CHESAPEAKE UTILS CORP $1.01万0.00%82 1828.1% $2,215 加仓
PPG PPG INDS INC $1.02万0.00%84 00.0% — 不变
CLS CELESTICA INC $1.06万0.00%29 -2-6.5% -$730 减仓
UNP UNION PAC CORP $1.06万0.00%39 -10-20.4% -$2,720 减仓
FTDR FRONTDOOR INC $1.06万0.00%137 00.0% — 不变
TILE INTERFACE INC $1.08万0.00%301 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GRO $1.09万0.00%549 00.0% — 不变
SYNA SYNAPTICS INC $1.09万0.00%88 -24-21.4% -$2,982 减仓
BSX BOSTON SCIENTIFIC CORP $1.10万0.00%257 3113.7% $1,323 加仓
PAYX PAYCHEX INC $1.10万0.00%112 -132-54.1% -$1.30万 减仓
ARGX ARGENX SE $1.11万0.00%12 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $1.11万0.00%38 00.0% — 不变
CDE COEUR MNG INC $1.12万0.00%687 14125.8% $2,301 加仓
FFIV F5 INC $1.12万0.00%27 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $1.15万0.00%115 00.0% — 不变
KB KB FINL GROUP INC $1.15万0.00%110 00.0% — 不变
SN SHARKNINJA INC $1.17万0.00%77 1218.5% $1,827 加仓
VIST VISTA ENERGY S.A.B. DE C.V. $1.18万0.00%185 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $1.19万0.00%310 310— $1.19万 新建仓
FAST FASTENAL CO $1.20万0.00%250 -49-16.4% -$2,354 减仓
MKSI MKS INC. $1.20万0.00%27 -10-27.0% -$4,448 减仓
USO UNITED STS OIL FD LP $1.20万0.00%113 -37-24.7% -$3,938 减仓
BTI BRITISH AMERN TOB PLC $1.20万0.00%195 00.0% — 不变
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.22万0.00%487 00.0% — 不变
RING ISHARES INC $1.22万0.00%189 -139-42.4% -$8,980 减仓
SBUX STARBUCKS CORP $1.23万0.00%120 00.0% — 不变
NPKI NPK INTERNATIONAL INC $1.24万0.00%777 13621.2% $2,164 加仓
ING ING GROEP N.V. $1.25万0.00%398 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $1.25万0.00%251 11078.0% $5,485 加仓
HUBS HUBSPOT INC $1.30万0.00%71 710.9% $1,278 加仓
RRX REGAL REXNORD CORPORATION $1.31万0.00%55 00.0% — 不变
NVT NVENT ELEC PLC $1.32万0.00%78 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $1.33万0.00%135 00.0% — 不变
PANW PALO ALTO NETWORKS INC $1.33万0.00%39 -8-17.0% -$2,728 重新持有
IFS INTERCORP FINL SVCS INC $1.33万0.00%234 00.0% — 不变
VIK VIKING HOLDINGS LTD $1.34万0.00%128 1816.4% $1,884 加仓
PAVE GLOBAL X FDS $1.34万0.00%227 227— $1.34万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $1.34万0.00%70 70— $1.34万 新建仓
ASTH ASTRANA HEALTH INC $1.35万0.00%290 103.6% $464 加仓
SLB SLB LIMITED $1.36万0.00%290 -4-1.4% -$187 减仓
PCAR PACCAR INC $1.36万0.00%113 00.0% — 不变
— CHART INDS INC $1.38万0.00%66 -50-43.1% -$1.04万 减仓
WSBC WESBANCO INC $1.41万0.00%358 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $1.43万0.00%486 -972-66.7% -$2.86万 减仓
SMFG SUMITOMO MITSUI FIN GRP INC $1.45万0.00%616 00.0% — 不变
AVIV AMERICAN CENTY ETF TR $1.46万0.00%188 188— $1.46万 新建仓
BOOT BOOT BARN HLDGS INC $1.49万0.00%91 3459.6% $5,585 加仓
PPLT ABRDN PLATINUM ETF TRUST $1.50万0.00%1,059 -491-31.7% -$6,938 减仓
REGN REGENERON PHARMACEUTICALS $1.50万0.00%24 00.0% — 不变
KRE SPDR SERIES TRUST $1.50万0.00%200 200— $1.50万 新建仓
PNTG PENNANT GROUP INC $1.51万0.00%410 7923.9% $2,919 重新持有
GSK GSK PLC $1.53万0.00%290 -14-4.6% -$740 减仓
KTB KONTOOR BRANDS INC $1.55万0.00%186 -31-14.3% -$2,584 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $1.57万0.00%255 -35-12.1% -$2,152 减仓
SLV ISHARES SILVER TR $1.58万0.00%295 -241-45.0% -$1.29万 减仓
IBIT ISHARES BITCOIN TRUST ETF $1.59万0.00%477 -650-57.7% -$2.16万 减仓
SSB SOUTHSTATE BK CORP $1.59万0.00%159 129430.0% $1.29万 重新持有
SANM SANMINA CORP $1.59万0.00%63 -28-30.8% -$7,087 减仓
SPOT SPOTIFY TECHNOLOGY S A $1.61万0.00%35 516.7% $2,296 加仓
SCHW SCHWAB CHARLES CORP $1.62万0.00%176 -527-75.0% -$4.86万 减仓
APG API GROUP CORP $1.63万0.00%385 4513.2% $1,906 加仓
AHR AMERICAN HEALTHCARE REIT INC $1.68万0.00%321 7128.4% $3,721 加仓
EGP EASTGROUP PPTYS INC $1.69万0.00%83 1216.9% $2,449 加仓
GPOR GULFPORT ENERGY CORP $1.70万0.00%100 3861.3% $6,449 加仓
VST VISTRA CORP $1.71万0.00%108 1032,060.0% $1.63万 重新持有
DG DOLLAR GEN CORP $1.72万0.00%149 00.0% — 不变
DASH DOORDASH INC $1.72万0.00%93 1316.2% $2,399 加仓
RKT ROCKET COS INC $1.73万0.00%1,100 -264-19.4% -$4,158 减仓
DXJ WISDOMTREE TR $1.74万0.00%100 100— $1.74万 新建仓
IREN IREN LIMITED $1.75万0.00%383 00.0% — 不变
OSIS OSI SYSTEMS INC $1.77万0.00%81 912.5% $1,968 加仓
B BARRICK MNG CORP $1.78万0.00%485 00.0% — 不变
BCS BARCLAYS PLC $1.79万0.00%667 -37-5.3% -$994 重新持有
EAT BRINKER INTL INC $1.80万0.00%107 5191.1% $8,568 加仓
SXT SENSIENT TECHNOLOGIES CORP $1.82万0.00%148 5051.0% $6,165 加仓
CRH CRH PLC $1.84万0.00%172 104152.9% $1.11万 加仓
SCHV SCHWAB STRATEGIC TR $1.84万0.00%530 -1,059-66.6% -$3.68万 减仓
CGNX COGNEX CORP $1.85万0.00%255 2812.3% $2,028 加仓
AROC ARCHROCK INC $1.90万0.00%466 -54-10.4% -$2,198 减仓
INTC INTEL CORP $1.93万0.00%138 -332-70.6% -$4.64万 减仓
NBTB NBT BANCORP INC $1.93万0.00%391 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC $1.93万0.00%23 -3-11.5% -$2,518 减仓
RIO RIO TINTO PLC $1.95万0.00%205 31.5% $285 加仓
ICOP ISHARES TR $1.99万0.00%405 12042.1% $5,908 重新持有
SGOV ISHARES TR $2.00万0.00%199 3722.8% $3,725 加仓
AVLV AMERICAN CENTY ETF TR $2.01万0.00%220 220— $2.01万 新建仓
UBS UBS GROUP AG $2.05万0.00%413 -16-3.7% -$793 减仓
INDA ISHARES TR $2.09万0.00%424 -13-3.0% -$642 减仓
ALNT ALLIENT INC $2.11万0.00%205 -52-20.2% -$5,352 减仓
ENSG ENSIGN GROUP INC $2.13万0.00%133 4043.0% $6,415 加仓
JEPI J P MORGAN EXCHANGE TRADED F $2.16万0.00%382 382— $2.16万 新建仓