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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $23.91万 | 0.06% | 2,712 | 46 | 1.7% | $4,055 | 加仓 |
| GLW | CORNING INC | $24.16万 | 0.06% | 1,777 | -22 | -1.2% | -$2,991 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.63万 | 0.07% | 303 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $26.02万 | 0.07% | 11,350 | 90 | 0.8% | $2,064 | 加仓 |
| HD | HOME DEPOT INC | $27.53万 | 0.07% | 837 | -102 | -10.9% | -$3.35万 | 减仓 |
| WM | WASTE MGMT INC DEL | $28.38万 | 0.08% | 1,235 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $28.95万 | 0.08% | 781 | 116 | 17.4% | $4.30万 | 加仓 |
| EFA | ISHARES TR | $31.73万 | 0.09% | 3,267 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $36.95万 | 0.10% | 654 | -43 | -6.2% | -$2.43万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $41.02万 | 0.11% | 1,971 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $49.48万 | 0.13% | 7,140 | 7,015 | 5,612.0% | $48.61万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $55.24万 | 0.15% | 3,201 | 3,036 | 1,840.0% | $52.40万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $60.67万 | 0.16% | 2,989 | 2,837 | 1,866.4% | $57.59万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $60.82万 | 0.16% | 10,347 | 9,398 | 990.3% | $55.24万 | 加仓 |
| RL | RALPH LAUREN CORP | $64.73万 | 0.17% | 1,877 | 1,770 | 1,654.2% | $61.04万 | 加仓 |
| EQIX | EQUINIX INC | $65.48万 | 0.18% | 668 | 654 | 4,671.4% | $64.11万 | 加仓 |
| LIN | LINDE PLC | $65.99万 | 0.18% | 1,331 | 1,206 | 964.8% | $59.79万 | 加仓 |
| APH | AMPHENOL CORP | $66.72万 | 0.18% | 5,272 | 5,272 | — | $66.72万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $69.25万 | 0.19% | 2,480 | 2,336 | 1,622.2% | $65.23万 | 加仓 |
| CAT | CATERPILLAR INC | $69.50万 | 0.19% | 981 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $81.33万 | 0.22% | 7,779 | 7,724 | 14,043.6% | $80.75万 | 加仓 |
| TMUS | T-MOBILE US INC | $81.76万 | 0.22% | 3,893 | 3,717 | 2,111.9% | $78.07万 | 加仓 |
| WMB | WILLIAMS COS INC | $82.81万 | 0.22% | 11,378 | 9,804 | 622.9% | $71.35万 | 加仓 |
| TRGP | TARGA RES CORP | $83.02万 | 0.22% | 3,311 | 3,209 | 3,146.1% | $80.46万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $84.41万 | 0.23% | 11,064 | 10,802 | 4,122.9% | $82.41万 | 加仓 |
| NVO | NOVO-NORDISK A S | $85.91万 | 0.23% | 22,619 | -8,982 | -28.4% | -$34.11万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $87.13万 | 0.23% | 3,477 | 3,266 | 1,547.9% | $81.84万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $87.41万 | 0.24% | 7,119 | 6,703 | 1,611.3% | $82.30万 | 加仓 |
| DSI | ISHARES TR | $87.64万 | 0.24% | 7,232 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $88.61万 | 0.24% | 6,358 | 5,980 | 1,582.0% | $83.34万 | 加仓 |
| ABBV | ABBVIE INC | $91.79万 | 0.25% | 4,221 | 3,081 | 270.3% | $67.00万 | 加仓 |
| ASML | ASML HLDG NV | $92.85万 | 0.25% | 703 | -2,410 | -77.4% | -$318.32万 | 减仓 |
| — | EXXON MOBIL CORP | $97.55万 | 0.26% | 5,750 | 4,976 | 642.9% | $84.42万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $98.92万 | 0.27% | 1,105 | 975 | 750.0% | $87.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $101.45万 | 0.27% | 12,743 | -17,208 | -57.5% | -$136.99万 | 减仓 |
| USFR | WISDOMTREE TR | $103.44万 | 0.28% | 20,549 | -47,935 | -70.0% | -$241.30万 | 减仓 |
| C | CITIGROUP INC | $104.86万 | 0.28% | 9,246 | 6,787 | 276.0% | $76.97万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $105.73万 | 0.28% | 6,442 | 5,618 | 681.8% | $92.21万 | 加仓 |
| BLK | BLACKROCK INC | $105.88万 | 0.28% | 1,101 | 993 | 919.4% | $95.50万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $108.23万 | 0.29% | 11,653 | 7,572 | 185.5% | $70.33万 | 加仓 |
| ETN | EATON CORP PLC | $109.98万 | 0.30% | 3,075 | 2,471 | 409.1% | $88.38万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $112.65万 | 0.30% | 3,333 | 2,734 | 456.4% | $92.41万 | 加仓 |
| GEV | GE VERNOVA INC | $113.60万 | 0.31% | 1,301 | 1,074 | 473.1% | $93.78万 | 加仓 |
| DEO | DIAGEO PLC | $113.68万 | 0.31% | 15,269 | -5,811 | -27.6% | -$43.26万 | 减仓 |
| GOOG | ALPHABET INC | $118.22万 | 0.32% | 4,121 | 849 | 25.9% | $24.35万 | 加仓 |
| TW | TRADEWEB MKTS INC | $118.24万 | 0.32% | 10,049 | -3,661 | -26.7% | -$43.08万 | 减仓 |
| — | RTX CORPORATION | $124.81万 | 0.34% | 6,470 | 6,470 | — | $124.81万 | 新建仓 |
| WMT | WALMART INC | $129.82万 | 0.35% | 10,429 | 7,486 | 254.4% | $93.19万 | 加仓 |
| SNPS | SYNOPSYS INC | $134.96万 | 0.36% | 3,404 | 3,404 | — | $134.96万 | 新建仓 |
| AVNM | AMERICAN CENTY ETF TR | $150.02万 | 0.40% | 19,696 | 19,696 | — | $150.02万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $152.40万 | 0.41% | 3,050 | 2,891 | 1,818.2% | $144.45万 | 加仓 |
| FEOE | RBB FUND TRUST | $179.08万 | 0.48% | 35,489 | 35,489 | — | $179.08万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $203.02万 | 0.55% | 6,935 | -7,357 | -51.5% | -$215.38万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $211.01万 | 0.57% | 7,173 | 4,526 | 171.0% | $133.14万 | 加仓 |
| SAP | SAP SE | $212.08万 | 0.57% | 12,387 | -6,607 | -34.8% | -$113.12万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $213.39万 | 0.57% | 14,226 | -6,795 | -32.3% | -$101.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $234.16万 | 0.63% | 11,809 | -6,428 | -35.2% | -$127.46万 | 减仓 |
| NFLX | NETFLIX INC. | $242.70万 | 0.65% | 25,242 | 24,489 | 3,252.2% | $235.46万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $245.05万 | 0.66% | 12,504 | 1,182 | 10.4% | $23.16万 | 加仓 |
| CI | THE CIGNA GROUP | $247.17万 | 0.66% | 9,266 | -890 | -8.8% | -$23.74万 | 减仓 |
| TFLO | ISHARES TR | $249.31万 | 0.67% | 49,242 | 25,753 | 109.6% | $130.39万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $287.74万 | 0.77% | 40,003 | 7,113 | 21.6% | $51.16万 | 加仓 |
| HLN | HALEON PLC | $291.65万 | 0.78% | 291,363 | -99,258 | -25.4% | -$99.36万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $304.55万 | 0.82% | 11,255 | -4,724 | -29.6% | -$127.83万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $314.21万 | 0.85% | 6,816 | -83 | -1.2% | -$3.83万 | 减仓 |
| KLAC | KLA CORP | $315.39万 | 0.85% | 2,142 | -423 | -16.5% | -$62.28万 | 减仓 |
| PULS | PGIM ETF TR | $322.11万 | 0.87% | 64,858 | 62,562 | 2,724.8% | $310.71万 | 加仓 |
| UL | UNILEVER PLC | $327.48万 | 0.88% | 56,863 | -5,856 | -9.3% | -$33.73万 | 减仓 |
| MRK | MERCK & CO INC | $330.35万 | 0.89% | 27,226 | -9,324 | -25.5% | -$113.13万 | 减仓 |
| TSLA | TESLA INC | $347.66万 | 0.94% | 9,352 | 8,814 | 1,638.3% | $327.66万 | 加仓 |
| TJX | TJX COS INC NEW | $355.33万 | 0.96% | 22,250 | -1,170 | -5.0% | -$18.68万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $360.49万 | 0.97% | 11,855 | -928 | -7.3% | -$28.22万 | 减仓 |
| KO | COCA COLA CO | $374.63万 | 1.01% | 48,905 | -4,950 | -9.2% | -$37.92万 | 减仓 |
| CRM | SALESFORCE INC | $377.63万 | 1.02% | 20,230 | -2,017 | -9.1% | -$37.65万 | 减仓 |
| TXN | TEXAS INSTRS INC | $390.59万 | 1.05% | 20,119 | -7,871 | -28.1% | -$152.81万 | 减仓 |
| LLY | ELI LILLY & CO | $401.57万 | 1.08% | 4,366 | 141 | 3.3% | $12.97万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $461.82万 | 1.24% | 44,981 | -3,829 | -7.8% | -$39.31万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $465.82万 | 1.25% | 105,819 | -6,428 | -5.7% | -$28.30万 | 减仓 |
| USB | US BANCORP | $491.53万 | 1.32% | 93,572 | -10,551 | -10.1% | -$55.42万 | 减仓 |
| V | VISA INC | $527.92万 | 1.42% | 17,467 | 1,384 | 8.6% | $41.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $618.13万 | 1.66% | 12,562 | -2,166 | -14.7% | -$106.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $685.81万 | 1.84% | 39,323 | 32,574 | 482.6% | $568.11万 | 加仓 |
| AVGO | BROADCOM INC | $769.81万 | 2.07% | 24,872 | 3,100 | 14.2% | $95.95万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $774.12万 | 2.08% | 36,185 | -14,866 | -29.1% | -$318.04万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $834.59万 | 2.24% | 167,287 | 21,138 | 14.5% | $105.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $855.72万 | 2.30% | 25,241 | -8,283 | -24.7% | -$280.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $859.21万 | 2.31% | 17,930 | -7,691 | -30.0% | -$368.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $871.74万 | 2.34% | 35,663 | -4,621 | -11.5% | -$112.95万 | 减仓 |
| AMZN | AMAZON COM INC | $911.70万 | 2.45% | 43,775 | 6,906 | 18.7% | $143.83万 | 加仓 |
| META | META PLATFORMS INC | $971.25万 | 2.61% | 16,976 | 619 | 3.8% | $35.41万 | 加仓 |
| IJR | ISHARES TR | $1,058.35万 | 2.85% | 85,138 | 81,324 | 2,132.2% | $1,010.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,165.22万 | 3.13% | 181,839 | 171,215 | 1,611.6% | $1,097.15万 | 加仓 |
| GOOGL | ALPHABET INC | $1,245.05万 | 3.35% | 43,297 | 722 | 1.7% | $20.76万 | 加仓 |
| AAPL | APPLE INC | $1,290.36万 | 3.47% | 50,843 | 5,280 | 11.6% | $134.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,389.73万 | 3.74% | 37,543 | 4,204 | 12.6% | $155.62万 | 加仓 |
| AGG | ISHARES TR | $3,454.47万 | 9.29% | 347,987 | 5,328 | 1.6% | $52.89万 | 加仓 |
| IVV | ISHARES TR | $4,987.73万 | 13.42% | 76,357 | 3,955 | 5.5% | $258.35万 | 加仓 |