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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $336.39万 | 0.71% | 41,126 | -7,779 | -15.9% | -$63.63万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $344.48万 | 0.73% | 20,278 | 13,159 | 184.8% | $223.55万 | 加仓 |
| ASML | ASML HLDG NV | $381.57万 | 0.81% | 1,918 | 1,215 | 172.8% | $241.72万 | 加仓 |
| USB | US BANCORP | $392.85万 | 0.83% | 64,487 | -29,085 | -31.1% | -$177.18万 | 减仓 |
| GEV | GE VERNOVA INC | $417.25万 | 0.88% | 3,550 | 2,249 | 172.9% | $264.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $428.63万 | 0.91% | 8,566 | -9,364 | -52.2% | -$468.57万 | 减仓 |
| V | VISA INC | $472.23万 | 1.00% | 13,764 | -3,703 | -21.2% | -$127.05万 | 减仓 |
| LLY | ELI LILLY & CO | $479.05万 | 1.02% | 3,994 | -372 | -8.5% | -$44.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $485.14万 | 1.03% | 14,821 | 7,648 | 106.6% | $250.35万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $542.04万 | 1.15% | 105,619 | -200 | -0.2% | -$1.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $563.98万 | 1.20% | 22,207 | -13,456 | -37.7% | -$341.74万 | 减仓 |
| META | META PLATFORMS INC | $623.51万 | 1.32% | 11,069 | -5,907 | -34.8% | -$332.74万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $631.94万 | 1.34% | 82,467 | 71,403 | 645.4% | $547.16万 | 加仓 |
| TSLA | TESLA INC | $666.82万 | 1.41% | 15,854 | 6,502 | 69.5% | $273.47万 | 加仓 |
| KLAC | KLA CORP | $701.48万 | 1.49% | 23,250 | 1,830 | 8.5% | $55.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $729.76万 | 1.55% | 15,251 | -9,990 | -39.6% | -$478.02万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $760.71万 | 1.61% | 17,631 | 11,189 | 173.7% | $482.76万 | 加仓 |
| PULS | PGIM ETF TR | $830.86万 | 1.76% | 167,133 | 102,275 | 157.7% | $508.43万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,017.21万 | 2.16% | 23,460 | -12,725 | -35.2% | -$551.75万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,019.35万 | 2.16% | 8,831 | 5,498 | 165.0% | $634.63万 | 加仓 |
| IEMG | ISHARES INC | $1,044.78万 | 2.21% | 126,120 | 125,969 | 83,423.2% | $1,043.53万 | 加仓 |
| AMZN | AMAZON COM INC | $1,087.64万 | 2.31% | 45,634 | 1,859 | 4.2% | $44.31万 | 加仓 |
| AVGO | BROADCOM INC | $1,101.86万 | 2.34% | 29,169 | 4,297 | 17.3% | $162.32万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,239.92万 | 2.63% | 33,240 | -4,303 | -11.5% | -$160.51万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,307.68万 | 2.77% | 258,536 | 91,249 | 54.5% | $461.54万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $1,518.41万 | 3.22% | 397,385 | 397,385 | — | $1,518.41万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,542.91万 | 3.27% | 43,174 | -123 | -0.3% | -$4.40万 | 减仓 |
| AAPL | APPLE INC | $1,568.82万 | 3.33% | 54,217 | 3,374 | 6.6% | $97.63万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1,623.99万 | 3.44% | 197,134 | 177,438 | 900.9% | $1,461.73万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,010.61万 | 4.26% | 161,159 | 160,957 | 79,681.7% | $2,008.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,181.64万 | 4.62% | 109,033 | 69,710 | 177.3% | $1,394.83万 | 加仓 |
| FEOE | RBB FUND TRUST | $2,363.91万 | 5.01% | 442,679 | 407,190 | 1,147.4% | $2,174.39万 | 加仓 |
| IVV | ISHARES TR | $2,530.67万 | 5.36% | 33,792 | -42,565 | -55.7% | -$3,187.68万 | 减仓 |
| AGG | ISHARES TR | $3,457.82万 | 7.33% | 349,345 | 1,358 | 0.4% | $13.44万 | 加仓 |