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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $2.43万 | 0.01% | 566 | -105 | -15.6% | -$4,503 | 减仓 |
| WAT | WATERS CORP | $2.47万 | 0.01% | 83 | 21 | 33.9% | $6,254 | 加仓 |
| IYC | ISHARES TR | $2.52万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.57万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $2.59万 | 0.01% | 328 | 43 | 15.1% | $3,396 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.60万 | 0.01% | 2,308 | 1,249 | 117.9% | $1.41万 | 加仓 |
| HQY | HEALTHEQUITY INC | $2.68万 | 0.01% | 321 | 26 | 8.8% | $2,173 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.70万 | 0.01% | 117 | -3 | -2.5% | -$691 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.70万 | 0.01% | 137 | 137 | — | $2.70万 | 新建仓 |
| BPOP | POPULAR INC | $2.74万 | 0.01% | 203 | -5 | -2.4% | -$675 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $2.76万 | 0.01% | 155 | 20 | 14.8% | $3,565 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $2.81万 | 0.01% | 300 | 34 | 12.8% | $3,184 | 加仓 |
| NI | NISOURCE INC | $2.85万 | 0.01% | 610 | -51 | -7.7% | -$2,380 | 减仓 |
| IWM | ISHARES TR | $2.85万 | 0.01% | 115 | 6 | 5.5% | $1,488 | 加仓 |
| PGR | PROGRESSIVE CORP | $2.85万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $2.87万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $2.87万 | 0.01% | 309 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2.90万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $3.08万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.09万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $3.17万 | 0.01% | 447 | 447 | — | $3.17万 | 新建仓 |
| DY | DYCOM INDS INC | $3.19万 | 0.01% | 94 | -10 | -9.6% | -$3,388 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $3.21万 | 0.01% | 219 | 145 | 195.9% | $2.13万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3.24万 | 0.01% | 966 | -55 | -5.4% | -$1,844 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $3.31万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.34万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3.34万 | 0.01% | 113 | -8 | -6.6% | -$2,363 | 减仓 |
| TTE | TOTALENERGIES SE | $3.42万 | 0.01% | 372 | -1 | -0.3% | -$92 | 减仓 |
| EOG | EOG RES INC | $3.43万 | 0.01% | 237 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.47万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $3.55万 | 0.01% | 68 | -13 | -16.0% | -$6,780 | 减仓 |
| XBI | SPDR SERIES TRUST | $3.60万 | 0.01% | 282 | 7 | 2.5% | $894 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3.64万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.65万 | 0.01% | 536 | -930 | -63.4% | -$6.34万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $3.68万 | 0.01% | 752 | 752 | — | $3.68万 | 新建仓 |
| PLD | PROLOGIS INC. | $3.69万 | 0.01% | 279 | -23 | -7.6% | -$3,040 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $3.71万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $3.74万 | 0.01% | 1,458 | -7 | -0.5% | -$180 | 减仓 |
| VBK | VANGUARD INDEX FDS | $3.93万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $4.05万 | 0.01% | 329 | 246 | 296.4% | $3.03万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $4.10万 | 0.01% | 196 | -21 | -9.7% | -$4,389 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.33万 | 0.01% | 1,127 | 29 | 2.6% | $1,114 | 加仓 |
| MYRG | MYR GROUP INC | $4.38万 | 0.01% | 155 | -4 | -2.5% | -$1,129 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.41万 | 0.01% | 215 | -11 | -4.9% | -$2,254 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4.55万 | 0.01% | 861 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $4.74万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $4.85万 | 0.01% | 1,589 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $4.88万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $4.94万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.12万 | 0.01% | 350 | -121 | -25.7% | -$1.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $5.25万 | 0.01% | 681 | -761 | -52.8% | -$5.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $5.81万 | 0.02% | 181 | -23 | -11.3% | -$7,380 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.86万 | 0.02% | 288 | -70 | -19.6% | -$1.42万 | 减仓 |
| IYF | ISHARES TR | $5.88万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $6.14万 | 0.02% | 354 | -14 | -3.8% | -$2,428 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $6.61万 | 0.02% | 703 | 54 | 8.3% | $5,075 | 加仓 |
| CIEN | CIENA CORP | $6.64万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $7.04万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $7.08万 | 0.02% | 340 | -20 | -5.6% | -$4,162 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $7.12万 | 0.02% | 2,298 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $7.37万 | 0.02% | 2,624 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $7.40万 | 0.02% | 954 | -35 | -3.5% | -$2,716 | 减仓 |
| QLTY | GMO ETF TRUST | $7.91万 | 0.02% | 2,180 | -51,824 | -96.0% | -$187.93万 | 减仓 |
| DIS | DISNEY WALT CO | $7.96万 | 0.02% | 826 | -403 | -32.8% | -$3.88万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $8.83万 | 0.02% | 2,333 | -2,499 | -51.7% | -$9.46万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $8.99万 | 0.02% | 1,278 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $9.19万 | 0.02% | 592 | -15 | -2.5% | -$2,329 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $9.69万 | 0.03% | 1,350 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $9.75万 | 0.03% | 620 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $9.78万 | 0.03% | 1,459 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $9.86万 | 0.03% | 905 | 905 | — | $9.86万 | 新建仓 |
| QCOM | QUALCOMM INC | $9.88万 | 0.03% | 767 | -214 | -21.8% | -$2.76万 | 减仓 |
| FLS | FLOWSERVE CORP | $10.12万 | 0.03% | 1,372 | -142 | -9.4% | -$1.05万 | 减仓 |
| ACWX | ISHARES TR | $10.65万 | 0.03% | 1,555 | 263 | 20.4% | $1.80万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $10.66万 | 0.03% | 4,025 | -1,595 | -28.4% | -$4.23万 | 减仓 |
| FDX | FEDEX CORP | $10.74万 | 0.03% | 300 | -85 | -22.1% | -$3.04万 | 减仓 |
| IXN | ISHARES TR | $11.10万 | 0.03% | 1,110 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $11.12万 | 0.03% | 184 | -5 | -2.6% | -$3,022 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $11.28万 | 0.03% | 2,448 | 2,448 | — | $11.28万 | 新建仓 |
| GLD | SPDR GOLD TR | $11.32万 | 0.03% | 263 | 13 | 5.2% | $5,594 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $11.34万 | 0.03% | 254 | 1 | 0.4% | $447 | 加仓 |
| MCD | MCDONALDS CORP | $11.90万 | 0.03% | 383 | -57 | -13.0% | -$1.77万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $12.55万 | 0.03% | 4,091 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $12.83万 | 0.03% | 1,480 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $12.91万 | 0.03% | 1,176 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $13.02万 | 0.04% | 551 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $13.36万 | 0.04% | 908 | -16 | -1.7% | -$2,354 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $13.72万 | 0.04% | 1,048 | 8 | 0.8% | $1,048 | 加仓 |
| T | AT&T INC | $13.84万 | 0.04% | 4,775 | -36 | -0.7% | -$1,044 | 减仓 |
| CVX | CHEVRON CORPORATION | $14.52万 | 0.04% | 702 | -240 | -25.5% | -$4.97万 | 减仓 |
| MPLX | MPLX LP | $14.86万 | 0.04% | 2,603 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $15.82万 | 0.04% | 6,812 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $16.63万 | 0.04% | 2,463 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $17.82万 | 0.05% | 2,069 | 2,069 | — | $17.82万 | 新建仓 |
| — | TRAVELERS COMPANIES INC | $18.41万 | 0.05% | 631 | 631 | — | $18.41万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $18.57万 | 0.05% | 1,397 | 1,397 | — | $18.57万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $19.57万 | 0.05% | 1,173 | -6 | -0.5% | -$1,001 | 减仓 |
| RSG | REPUBLIC SVCS INC | $19.71万 | 0.05% | 900 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $19.99万 | 0.05% | 1,384 | -161 | -10.4% | -$2.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.44万 | 0.05% | 205 | 5 | 2.5% | $4,986 | 加仓 |