Acumen Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001939202
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $1.06万 | 0.00% | 26 | 26 | — | $1.06万 | 新建仓 |
| SBUX | STARBUCKS CORP | $1.08万 | 0.00% | 120 | -317 | -72.5% | -$2.84万 | 减仓 |
| KB | KB FINL GROUP INC | $1.10万 | 0.00% | 110 | 110 | — | $1.10万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $1.10万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.10万 | 0.00% | 38 | -77 | -67.0% | -$2.24万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $1.11万 | 0.00% | 99 | 23 | 30.3% | $2,574 | 加仓 |
| CGNX | COGNEX CORP | $1.11万 | 0.00% | 227 | 227 | — | $1.11万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $1.13万 | 0.00% | 250 | -13 | -4.9% | -$589 | 减仓 |
| COP | CONOCOPHILLIPS | $1.15万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $1.15万 | 0.00% | 149 | -55 | -27.0% | -$4,242 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $1.16万 | 0.00% | 195 | 195 | — | $1.16万 | 新建仓 |
| TEX | TEREX CORP NEW | $1.16万 | 0.00% | 196 | 196 | — | $1.16万 | 新建仓 |
| IFS | INTERCORP FINL SVCS INC | $1.17万 | 0.00% | 234 | -49 | -17.3% | -$2,460 | 减仓 |
| SANM | SANMINA CORP | $1.18万 | 0.00% | 91 | 91 | — | $1.18万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1.19万 | 0.00% | 250 | -49 | -16.4% | -$2,323 | 减仓 |
| UNP | UNION PAC CORP | $1.19万 | 0.00% | 49 | -18 | -26.9% | -$4,367 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $1.20万 | 0.00% | 687 | 93 | 15.7% | $1,619 | 加仓 |
| CVLT | COMMVAULT SYS INC | $1.20万 | 0.00% | 154 | 154 | — | $1.20万 | 新建仓 |
| DASH | DOORDASH INC | $1.20万 | 0.00% | 80 | -15 | -15.8% | -$2,252 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.21万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.22万 | 0.00% | 616 | -9 | -1.4% | -$178 | 减仓 |
| WSBC | WESBANCO INC | $1.23万 | 0.00% | 358 | 358 | — | $1.23万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $1.25万 | 0.00% | 77 | -59 | -43.4% | -$9,543 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1.27万 | 0.00% | 135 | 135 | — | $1.27万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $1.27万 | 0.00% | 201 | 201 | — | $1.27万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $1.29万 | 0.00% | 95 | -13 | -12.0% | -$1,761 | 减仓 |
| IONQ | IONQ INC | $1.30万 | 0.00% | 452 | 252 | 126.0% | $7,266 | 加仓 |
| PCAR | PACCAR INC | $1.31万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| GPOR | GULFPORT ENERGY CORP | $1.31万 | 0.00% | 62 | 46 | 287.5% | $9,733 | 加仓 |
| IREN | IREN LIMITED | $1.31万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1.33万 | 0.00% | 71 | 50 | 238.1% | $9,332 | 加仓 |
| SRE | SEMPRA | $1.33万 | 0.00% | 136 | -78 | -36.4% | -$7,631 | 减仓 |
| — | SOUTHSTATE BK CORP | $1.34万 | 0.00% | 145 | 145 | — | $1.34万 | 新建仓 |
| SITM | SITIME CORP | $1.35万 | 0.00% | 39 | 8 | 25.8% | $2,763 | 加仓 |
| PPL | PPL CORP | $1.35万 | 0.00% | 351 | -75 | -17.6% | -$2,889 | 减仓 |
| — | PROGYNY INC | $1.37万 | 0.00% | 806 | 806 | — | $1.37万 | 新建仓 |
| APG | API GROUP CORP | $1.38万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.39万 | 0.00% | 299 | -146 | -32.8% | -$6,775 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $1.40万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.42万 | 0.00% | 226 | 226 | — | $1.42万 | 新建仓 |
| — | BARCLAYS PLC | $1.45万 | 0.00% | 687 | 687 | — | $1.45万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1.45万 | 0.00% | 30 | 23 | 328.6% | $1.12万 | 加仓 |
| SLB | SLB LIMITED | $1.52万 | 0.00% | 294 | 157 | 114.6% | $8,112 | 加仓 |
| ALNT | ALLIENT INC | $1.52万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $1.53万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $1.54万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $1.55万 | 0.00% | 603 | 88 | 17.1% | $2,261 | 加仓 |
| HUBS | HUBSPOT INC | $1.56万 | 0.00% | 64 | 63 | 6,300.0% | $1.54万 | 加仓 |
| FBNC | FIRST BANCORP N C | $1.57万 | 0.00% | 278 | 45 | 19.3% | $2,547 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.60万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1.61万 | 0.00% | 290 | 137 | 89.5% | $7,608 | 加仓 |
| — | ISHARES TR | $1.62万 | 0.00% | 340 | 340 | — | $1.62万 | 新建仓 |
| SGOV | ISHARES TR | $1.63万 | 0.00% | 162 | 155 | 2,214.3% | $1.56万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.63万 | 0.00% | 70 | 70 | — | $1.63万 | 新建仓 |
| NBTB | NBT BANCORP INC | $1.66万 | 0.00% | 391 | 74 | 23.3% | $3,151 | 加仓 |
| UBS | UBS GROUP AG | $1.68万 | 0.00% | 429 | -43 | -9.1% | -$1,680 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $1.68万 | 0.00% | 52 | -9 | -14.8% | -$2,904 | 减仓 |
| GSK | GSK PLC | $1.69万 | 0.00% | 304 | 274 | 913.3% | $1.53万 | 加仓 |
| MET | METLIFE INC | $1.73万 | 0.00% | 244 | -176 | -41.9% | -$1.24万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.76万 | 0.00% | 188 | 13 | 7.4% | $1,220 | 加仓 |
| DG | DOLLAR GEN CORP | $1.77万 | 0.00% | 149 | -7 | -4.5% | -$831 | 减仓 |
| UMBF | UMB FINL CORP | $1.79万 | 0.00% | 158 | 2 | 1.3% | $226 | 加仓 |
| AROC | ARCHROCK INC | $1.81万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $1.81万 | 0.00% | 74 | -32 | -30.2% | -$7,840 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.85万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $1.85万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1.87万 | 0.01% | 187 | 187 | — | $1.87万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $1.87万 | 0.01% | 93 | 60 | 181.8% | $1.21万 | 加仓 |
| USO | UNITED STS OIL FD LP | $1.91万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $1.91万 | 0.01% | 72 | -6 | -7.7% | -$1,593 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $1.94万 | 0.01% | 226 | 78 | 52.7% | $6,682 | 加仓 |
| RIO | RIO TINTO PLC | $1.94万 | 0.01% | 202 | 142 | 236.7% | $1.36万 | 加仓 |
| RKT | ROCKET COS INC | $1.94万 | 0.01% | 1,364 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $1.95万 | 0.01% | 3,883 | 2,843 | 273.4% | $1.43万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1.98万 | 0.01% | 279 | 157 | 128.7% | $1.11万 | 加仓 |
| B | BARRICK MNG CORP | $1.98万 | 0.01% | 485 | -16 | -3.2% | -$653 | 减仓 |
| SIL | GLOBAL X FDS | $2.01万 | 0.01% | 223 | 43 | 23.9% | $3,873 | 加仓 |
| ONTO | ONTO INNOVATION INC | $2.01万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $2.02万 | 0.01% | 71 | -5 | -6.6% | -$1,421 | 减仓 |
| INDA | ISHARES TR | $2.05万 | 0.01% | 437 | 280 | 178.3% | $1.31万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2.05万 | 0.01% | 207 | 15 | 7.8% | $1,486 | 加仓 |
| INTC | INTEL CORP | $2.07万 | 0.01% | 470 | -116 | -19.8% | -$5,119 | 减仓 |
| MOD | MODINE MFG CO | $2.08万 | 0.01% | 96 | 1 | 1.1% | $217 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.16万 | 0.01% | 598 | -159 | -21.0% | -$5,743 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.16万 | 0.01% | 288 | 288 | — | $2.16万 | 新建仓 |
| NET | CLOUDFLARE INC | $2.17万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $2.21万 | 0.01% | 227 | -47 | -17.2% | -$4,579 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2.23万 | 0.01% | 202 | 202 | — | $2.23万 | 新建仓 |
| PAYX | PAYCHEX INC | $2.25万 | 0.01% | 244 | -63 | -20.5% | -$5,804 | 减仓 |
| VMC | VULCAN MATLS CO | $2.26万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2.30万 | 0.01% | 1,063 | 1,063 | — | $2.30万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $2.32万 | 0.01% | 936 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.33万 | 0.01% | 59 | 11 | 22.9% | $4,336 | 加仓 |
| CTRE | CARETRUST REIT INC | $2.33万 | 0.01% | 630 | 58 | 10.1% | $2,148 | 加仓 |
| — | ISHARES ETHEREUM TR | $2.34万 | 0.01% | 1,481 | 140 | 10.4% | $2,216 | 加仓 |
| AZO | AUTOZONE INC | $2.36万 | 0.01% | 7 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $2.37万 | 0.01% | 275 | -1 | -0.4% | -$86 | 减仓 |
| VOLT | TEMA ETF TRUST | $2.39万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $2.39万 | 0.01% | 114 | 112 | 5,600.0% | $2.35万 | 加仓 |
| — | CHART INDS INC | $2.40万 | 0.01% | 116 | 50 | 75.8% | $1.03万 | 加仓 |