13F 机构持仓

Acumen Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001939202

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AGG 7.3%
IVV 5.4%
FEOE 5.0%
NVDA 4.6%
AVUV 4.3%
AVNM 3.4%
AAPL 3.3%
GOOGL 3.3%
FFSM 3.2%
VTEB 2.8%

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
— RTX CORPORATION $00.00%0 -6,470-100.0% -$124.81万 清仓
— TRAVELERS COMPANIES INC $00.00%0 -631-100.0% -$18.41万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -861-100.0% -$4.55万 清仓
FNDF SCHWAB STRATEGIC TR $00.00%0 -752-100.0% -$3.68万 清仓
NET CLOUDFLARE INC $00.00%0 -105-100.0% -$2.17万 清仓
— ISHARES TR $00.00%0 -340-100.0% -$1.62万 清仓
— BARCLAYS PLC $00.00%0 -687-100.0% -$1.45万 清仓
— PROGYNY INC $00.00%0 -806-100.0% -$1.37万 清仓
— SOUTHSTATE BK CORP $00.00%0 -145-100.0% -$1.34万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -200-100.0% -$1.21万 清仓
XPRO EXPRO GROUP HOLDINGS NV $00.00%0 -687-100.0% -$1.20万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -149-100.0% -$1.15万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -250-100.0% -$1.13万 清仓
PNR PENTAIR PLC $00.00%0 -113-100.0% -$9,844 清仓
IRDM IRIDIUM COMMUNICATIONS INC $00.00%0 -348-100.0% -$9,654 清仓
FEGE RBB FUND TRUST $00.00%0 -190-100.0% -$8,930 清仓
EXLS EXLSERVICE HLDGS INC $00.00%0 -252-100.0% -$7,674 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -41-100.0% -$7,389 清仓
— VALKYRIE ETF TRUST II $00.00%0 -210-100.0% -$7,313 清仓
— VALE S A $00.00%0 -449-100.0% -$7,144 清仓
— PENNANT GROUP INC $00.00%0 -227-100.0% -$6,919 清仓
CPER UNITED STS COMMODITY INDEX F $00.00%0 -200-100.0% -$6,886 清仓
SPY STATE STR SPDR S&P 500 ETF T $00.00%0 -10-100.0% -$6,522 清仓
AVAV AEROVIRONMENT INC $00.00%0 -35-100.0% -$6,407 清仓
TLTW ISHARES TR $00.00%0 -279-100.0% -$6,311 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 -92-100.0% -$5,697 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -103-100.0% -$5,619 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -75-100.0% -$5,339 清仓
IBB ISHARES TR $00.00%0 -30-100.0% -$5,066 清仓
STNE STONECO LTD $00.00%0 -340-100.0% -$4,801 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -40-100.0% -$4,435 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -172-100.0% -$3,869 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -14-100.0% -$3,667 清仓
HAE HAEMONETICS CORP MASS $00.00%0 -62-100.0% -$3,495 清仓
— TOPBUILD COR $00.00%0 -9-100.0% -$3,162 清仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $00.00%0 -63-100.0% -$2,910 清仓
DOX AMDOCS LTD $00.00%0 -39-100.0% -$2,568 清仓
VO VANGUARD INDEX FDS $00.00%0 -28-100.0% -$2,011 清仓
RDY DR REDDYS LABS LTD $00.00%0 -105-100.0% -$1,455 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -21-100.0% -$1,046 清仓
IWO ISHARES TR $00.00%0 -3-100.0% -$942 清仓
NAD NUVEEN QUALITY MUNCP INCOME $10.00%0 0— — 清仓
DX DYNEX CAP INC $10.00%0 0— — 清仓
— WORKHORSE GROUP INC $40.00%1 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $50.00%0 0— — 清仓
AAL AMERICAN AIRLINES GROUP INC $190.00%1 00.0% — 重新持有
DKNG DRAFTKINGS INC NEW $260.00%1 00.0% — 不变
LCID LUCID GROUP INC $340.00%5 00.0% — 不变
ARKF ARK ETF TR $400.00%1 -124-99.2% -$4,960 重新持有
PYPL PAYPAL HLDGS INC $440.00%1 -17-94.4% -$748 重新持有
GDOT GREEN DOT CORP $550.00%4 00.0% — 重新持有
XRX XEROX HOLDINGS CORP $640.00%20 20— $64 新建仓
F FORD MTR CO $700.00%5 00.0% — 重新持有
RIVN RIVIAN AUTOMOTIVE INC $870.00%5 00.0% — 不变
UFO PROCURE ETF TRUST II $1020.00%2 00.0% — 重新持有
— LENSAR INC $1150.00%20 20— $115 新建仓
CTA SIMPLIFY EXCHANGE TRADED FUN $1300.00%5 5— $130 新建仓
ARKQ ARK ETF TR $1330.00%1 00.0% — 重新持有
— CALAMOS ETF TR $1350.00%5 5— $135 新建仓
ARKX ARK ETF TR $1370.00%4 00.0% — 重新持有
ROKU ROKU INC $1390.00%1 -4-80.0% -$556 重新持有
XEL XCEL ENERGY INC $1610.00%2 2— $161 新建仓
ARKK ARK ETF TR $1620.00%2 -5-71.4% -$405 重新持有
ORN ORION GROUP HLDGS INC $1690.00%10 10— $169 新建仓
— CODA OCTOPUS GROUP INC $1960.00%20 20— $196 新建仓
BLBD BLUE BIRD CORP $2370.00%3 3— $237 新建仓
WDAY WORKDAY INC $2450.00%2 2— $245 新建仓
SG SWEETGREEN INC $2560.00%29 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $2640.00%2 2— $264 新建仓
ARGT GLOBAL X FDS $2750.00%3 3— $275 新建仓
CSGP COSTAR GROUP INC $2840.00%10 10— $284 新建仓
SMCI SUPER MICRO COMPUTER INC $2940.00%10 10— $294 新建仓
CHWY CHEWY INC $2950.00%15 15— $295 新建仓
— FIDELITY COVINGTON TRUST $3060.00%7 7— $306 新建仓
SCHA SCHWAB STRATEGIC TR $3700.00%10 10— $370 新建仓
— VERA BRADLEY INC $3890.00%100 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $4240.00%10 -32-76.2% -$1,357 重新持有
SERV SERVE ROBOTICS INC $6580.00%100 100— $658 新建仓
EEM ISHARES TR $6850.00%10 10— $685 新建仓
— CALAMOS ETF TR $6930.00%25 25— $693 新建仓
— MICROVAST HOLDINGS INC $7020.00%600 600— $702 新建仓
UUUU ENERGY FUELS INC $7250.00%50 50— $725 新建仓
TKO TKO GROUP HOLDINGS INC $8060.00%4 00.0% — 不变
LOAR LOAR HOLDINGS INC $8070.00%10 10— $807 新建仓
CAIE CALAMOS ETF TR $9200.00%34 34— $920 新建仓
IWF ISHARES TR $9940.00%8 -4-33.3% -$497 减仓
NOC NORTHROP GRUMMAN CORP $1,0190.00%2 00.0% — 重新持有
SCHG SCHWAB STRATEGIC TR $1,3540.00%40 40— $1,354 新建仓
APPF APPFOLIO INC $1,4440.00%9 00.0% — 不变
NIO NIO INC $1,5180.00%300 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $1,5480.00%7 7— $1,548 新建仓
HON HONEYWELL INTL INC $1,5680.00%7 -7-50.0% -$1,568 减仓
CELH CELSIUS HLDGS INC $1,6110.00%55 00.0% — 不变
INDI INDIE SEMICONDUCTOR INC $1,8410.00%410 00.0% — 不变
RACE FERRARI N V $1,8620.00%5 -4-44.4% -$1,490 减仓
HCA HCA HEALTHCARE INC $1,9500.00%5 -11-68.8% -$4,290 减仓
WFRD WEATHERFORD INTL PLC $1,9560.00%24 00.0% — 不变
DAL DELTA AIR LINES INC $2,0610.00%22 315.8% $281 加仓
CP CANADIAN PACIFIC KANSAS CITY $2,0850.00%24 00.0% — 不变
OKLO OKLO INC $2,1980.00%42 1031.2% $523 加仓