Acumen Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001939202
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| FBNC | FIRST BANCORP N C | $2.17万 | 0.00% | 338 | 60 | 21.6% | $3,850 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.18万 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $2.18万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $2.24万 | 0.00% | 165 | -114 | -40.9% | -$1.54万 | 减仓 |
| AZO | AUTOZONE INC | $2.24万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $2.25万 | 0.00% | 102 | -11 | -9.7% | -$2,429 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $2.26万 | 0.00% | 3,883 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $2.27万 | 0.00% | 150 | 150 | — | $2.27万 | 新建仓 |
| CVSA | COVISTA INC | $2.27万 | 0.00% | 182 | 120 | 193.5% | $1.50万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2.29万 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $2.32万 | 0.00% | 125 | 48 | 62.3% | $8,891 | 加仓 |
| FTAI | FTAI AVIATION LTD | $2.33万 | 0.00% | 86 | 12 | 16.2% | $3,246 | 加仓 |
| NI | NISOURCE INC | $2.33万 | 0.00% | 491 | -119 | -19.5% | -$5,659 | 减仓 |
| EOG | EOG RES INC | $2.36万 | 0.01% | 182 | -55 | -23.2% | -$7,135 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $2.39万 | 0.01% | 64 | 12 | 23.1% | $4,474 | 加仓 |
| TTE | TOTALENERGIES SE | $2.39万 | 0.01% | 304 | -68 | -18.3% | -$5,354 | 减仓 |
| EXEL | EXELIXIS INC | $2.39万 | 0.01% | 440 | -126 | -22.3% | -$6,856 | 减仓 |
| SHEL | SHELL PLC | $2.40万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.40万 | 0.01% | 85 | -45 | -34.6% | -$1.27万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.41万 | 0.01% | 288 | 0 | 0.0% | — | 不变 |
| PGNY | PROGYNY INC | $2.42万 | 0.01% | 839 | 429 | 104.6% | $1.24万 | 重新持有 |
| VMC | VULCAN MATLS CO | $2.45万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $2.46万 | 0.01% | 33 | -6 | -15.4% | -$4,473 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2.53万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $2.53万 | 0.01% | 375 | 375 | — | $2.53万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $2.56万 | 0.01% | 462 | -315 | -40.5% | -$1.75万 | 减仓 |
| IYC | ISHARES TR | $2.63万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $2.64万 | 0.01% | 257 | 70 | 37.4% | $7,200 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.74万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $2.83万 | 0.01% | 766 | -1,532 | -66.7% | -$5.65万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $2.83万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $2.85万 | 0.01% | 434 | 284 | 189.3% | $1.86万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $2.89万 | 0.01% | 920 | -16 | -1.7% | -$503 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $2.89万 | 0.01% | 721 | 721 | — | $2.89万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $2.90万 | 0.01% | 711 | 81 | 12.9% | $3,300 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.90万 | 0.01% | 47 | -12 | -20.3% | -$7,402 | 减仓 |
| VOLT | TEMA ETF TRUST | $2.92万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $2.93万 | 0.01% | 221 | -54 | -19.6% | -$7,168 | 减仓 |
| MOD | MODINE MFG CO | $2.96万 | 0.01% | 111 | 15 | 15.6% | $4,005 | 加仓 |
| BE | BLOOM ENERGY CORP | $2.97万 | 0.01% | 98 | 3 | 3.2% | $908 | 加仓 |
| UMBF | UMB FINL CORP | $2.98万 | 0.01% | 208 | 50 | 31.6% | $7,155 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $3.02万 | 0.01% | 301 | 1 | 0.3% | $100 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3.09万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3.11万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $3.12万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.14万 | 0.01% | 139 | -76 | -35.3% | -$1.71万 | 减仓 |
| GE | GE AEROSPACE | $3.14万 | 0.01% | 84 | 13 | 18.3% | $4,859 | 加仓 |
| PGR | PROGRESSIVE CORP | $3.15万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $3.15万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $3.15万 | 0.01% | 105 | -10 | -8.7% | -$3,005 | 减仓 |
| TPR | TAPESTRY INC | $3.19万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $3.24万 | 0.01% | 2,348 | 40 | 1.7% | $552 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.26万 | 0.01% | 238 | 2 | 0.8% | $274 | 加仓 |
| BX | BLACKSTONE INC | $3.28万 | 0.01% | 279 | 145 | 108.2% | $1.71万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $3.29万 | 0.01% | 426 | -852 | -66.7% | -$6.58万 | 减仓 |
| BPOP | POPULAR INC | $3.35万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $3.38万 | 0.01% | 374 | 53 | 16.5% | $4,787 | 加仓 |
| IONQ | IONQ INC | $3.39万 | 0.01% | 636 | 184 | 40.7% | $9,800 | 加仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $3.42万 | 0.01% | 1,500 | 1,500 | — | $3.42万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $3.47万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $3.63万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $3.71万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $3.72万 | 0.01% | 196 | 59 | 43.1% | $1.12万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $3.83万 | 0.01% | 205 | -22 | -9.7% | -$4,115 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.87万 | 0.01% | 997 | 997 | — | $3.87万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $3.99万 | 0.01% | 71 | 3 | 4.4% | $1,686 | 加仓 |
| CSX | CSX CORP | $4.01万 | 0.01% | 844 | -1 | -0.1% | -$48 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $4.11万 | 0.01% | 462 | 62 | 15.5% | $5,509 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.22万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.24万 | 0.01% | 363 | 13 | 3.7% | $1,517 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.30万 | 0.01% | 158 | -30 | -16.0% | -$8,159 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4.33万 | 0.01% | 1,364 | -2,727 | -66.7% | -$8.65万 | 减仓 |
| CMI | CUMMINS INC | $4.42万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $4.45万 | 0.01% | 1,094 | 1,094 | — | $4.45万 | 新建仓 |
| EWT | ISHARES INC | $4.64万 | 0.01% | 427 | -20 | -4.5% | -$2,172 | 减仓 |
| VBK | VANGUARD INDEX FDS | $4.75万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.80万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| NASA | TEMA ETF TRUST | $4.86万 | 0.01% | 1,600 | 1,600 | — | $4.86万 | 新建仓 |
| AMGN | AMGEN INC | $4.96万 | 0.01% | 137 | -63 | -31.5% | -$2.28万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.00万 | 0.01% | 300 | -54 | -15.3% | -$9,000 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.03万 | 0.01% | 169 | -38 | -18.4% | -$1.13万 | 减仓 |
| DY | DYCOM INDS INC | $5.21万 | 0.01% | 103 | 9 | 9.6% | $4,550 | 加仓 |
| XBI | SPDR SERIES TRUST | $5.25万 | 0.01% | 332 | 50 | 17.7% | $7,912 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5.39万 | 0.01% | 105 | -2,945 | -96.6% | -$151.26万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $5.46万 | 0.01% | 271 | 75 | 38.3% | $1.51万 | 加仓 |
| ACWX | ISHARES TR | $5.51万 | 0.01% | 724 | -831 | -53.4% | -$6.32万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5.57万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $5.77万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $6.32万 | 0.01% | 2,624 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $6.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $6.88万 | 0.01% | 186 | 5 | 2.8% | $1,850 | 加仓 |
| MPLX | MPLX LP | $7.06万 | 0.01% | 1,253 | -1,350 | -51.9% | -$7.60万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $7.06万 | 0.01% | 2,548 | 2,548 | — | $7.06万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7.11万 | 0.02% | 1,933 | -400 | -17.1% | -$1.47万 | 减仓 |
| MYRG | MYR GROUP INC | $7.46万 | 0.02% | 149 | -6 | -3.9% | -$3,002 | 减仓 |
| MCD | MCDONALDS CORP | $7.54万 | 0.02% | 279 | -104 | -27.2% | -$2.81万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $7.94万 | 0.02% | 323 | -17 | -5.0% | -$4,180 | 减仓 |
| DIS | DISNEY WALT CO | $7.97万 | 0.02% | 826 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.02万 | 0.02% | 592 | 0 | 0.0% | — | 不变 |