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
AGG ISHARES TR $3,457.82万7.33%349,345 1,3580.4% $13.44万 加仓
IVV ISHARES TR $2,530.67万5.36%33,792 -42,565-55.7% -$3,187.68万 减仓
FEOE RBB FUND TRUST $2,363.91万5.01%442,679 407,1901,147.4% $2,174.39万 加仓
NVDA NVIDIA CORPORATION $2,181.64万4.62%109,033 69,710177.3% $1,394.83万 加仓
AVUV AMERICAN CENTY ETF TR $2,010.61万4.26%161,159 160,95779,681.7% $2,008.09万 加仓
AVNM AMERICAN CENTY ETF TR $1,623.99万3.44%197,134 177,438900.9% $1,461.73万 加仓
AAPL APPLE INC $1,568.82万3.33%54,217 3,3746.6% $97.63万 加仓
GOOGL ALPHABET INC $1,542.91万3.27%43,174 -123-0.3% -$4.40万 减仓
FFSM FIDELITY COVINGTON TRUST $1,518.41万3.22%397,385 397,385— $1,518.41万 新建仓
VTEB VANGUARD MUN BD FDS $1,307.68万2.77%258,536 91,24954.5% $461.54万 加仓
MSFT MICROSOFT CORP $1,239.92万2.63%33,240 -4,303-11.5% -$160.51万 减仓
AVGO BROADCOM INC $1,101.86万2.34%29,169 4,29717.3% $162.32万 加仓
AMZN AMAZON COM INC $1,087.64万2.31%45,634 1,8594.2% $44.31万 加仓
IEMG ISHARES INC $1,044.78万2.21%126,120 125,96983,423.2% $1,043.53万 加仓
MU MICRON TECHNOLOGY INC $1,019.35万2.16%8,831 5,498165.0% $634.63万 加仓
LRCX LAM RESEARCH CORP $1,017.21万2.16%23,460 -12,725-35.2% -$551.75万 减仓
PULS PGIM ETF TR $830.86万1.76%167,133 102,275157.7% $508.43万 加仓
DELL DELL TECHNOLOGIES INC $760.71万1.61%17,631 11,189173.7% $482.76万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $729.76万1.55%15,251 -9,990-39.6% -$478.02万 减仓
KLAC KLA CORP $701.48万1.49%23,250 1,8308.5% $55.21万 加仓
TSLA TESLA INC $666.82万1.41%15,854 6,50269.5% $273.47万 加仓
VSDM VANGUARD MUN BD FDS $631.94万1.34%82,467 71,403645.4% $547.16万 加仓
META META PLATFORMS INC $623.51万1.32%11,069 -5,907-34.8% -$332.74万 减仓
JNJ JOHNSON & JOHNSON $563.98万1.20%22,207 -13,456-37.7% -$341.74万 减仓
CASS CASS INFORMATION SYS INC $542.04万1.15%105,619 -200-0.2% -$1.03万 减仓
JPM JPMORGAN CHASE & CO $485.14万1.03%14,821 7,648106.6% $250.35万 加仓
LLY ELI LILLY & CO $479.05万1.02%3,994 -372-8.5% -$44.62万 减仓
V VISA INC $472.23万1.00%13,764 -3,703-21.2% -$127.05万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $428.63万0.91%8,566 -9,364-52.2% -$468.57万 减仓
GEV GE VERNOVA INC $417.25万0.88%3,550 2,249172.9% $264.34万 加仓
USB US BANCORP $392.85万0.83%64,487 -29,085-31.1% -$177.18万 减仓
ASML ASML HLDG NV $381.57万0.81%1,918 1,215172.8% $241.72万 加仓
ANET ARISTA NETWORKS INC $344.48万0.73%20,278 13,159184.8% $223.55万 加仓
KO COCA COLA CO $336.39万0.71%41,126 -7,779-15.9% -$63.63万 减仓
HLT HILTON WORLDWIDE HLDGS INC $335.25万0.71%10,145 -1,710-14.4% -$56.51万 减仓
ETN EATON CORP PLC $327.94万0.70%7,696 4,621150.3% $196.91万 加仓
VRT VERTIV HOLDINGS CO $326.99万0.69%9,766 6,289180.9% $210.57万 加仓
RTX RTX CORPORATION $318.37万0.67%16,780 16,2362,984.6% $308.05万 重新持有
TJX TJX COS INC NEW $301.86万0.64%19,925 -2,325-10.4% -$35.22万 减仓
C CITIGROUP INC $288.72万0.61%20,629 11,383123.1% $159.32万 加仓
BLK BLACKROCK INC $282.99万0.60%2,943 1,842167.3% $177.12万 加仓
DGX QUEST DIAGNOSTICS INC $275.49万0.58%12,998 4944.0% $10.47万 加仓
APH AMPHENOL CORP $272.88万0.58%15,455 10,183193.2% $179.79万 加仓
PH PARKER-HANNIFIN CORP $257.83万0.55%2,636 1,531138.6% $149.75万 加仓
TMO THERMO FISHER SCIENTIFIC INC $248.70万0.53%4,956 -7,606-60.5% -$381.69万 减仓
WFC WELLS FARGO & CO $248.50万0.53%30,070 17,327136.0% $143.19万 加仓
WMT WALMART INC $247.11万0.52%21,818 11,389109.2% $128.99万 加仓
ABBV ABBVIE INC $244.28万0.52%9,708 5,487130.0% $138.07万 加仓
TRGP TARGA RES CORP $240.71万0.51%8,977 5,666171.1% $151.93万 加仓
ISRG INTUITIVE SURGICAL INC $223.54万0.47%5,621 -1,195-17.5% -$47.52万 减仓
NOW SERVICENOW INC $220.37万0.47%22,197 14,418185.3% $143.14万 加仓
NEE NEXTERA ENERGY INC $218.65万0.46%24,912 13,259113.8% $116.37万 加仓
RL RALPH LAUREN CORP $218.34万0.46%5,426 3,549189.1% $142.81万 加仓
WMB WILLIAMS COS INC $209.18万0.44%28,138 16,760147.3% $124.59万 加仓
UBER UBER TECHNOLOGIES INC $207.79万0.44%28,796 -11,207-28.0% -$80.87万 减仓
GILD GILEAD SCIENCES INC $201.76万0.43%15,970 9,612151.2% $121.44万 加仓
CEG CONSTELLATION ENERGY CORP $196.36万0.42%7,906 5,426218.8% $134.77万 加仓
EQIX EQUINIX INC $190.03万0.40%1,823 1,155172.9% $120.40万 加仓
— EXXON MOBIL CORP $182.28万0.39%13,332 7,582131.9% $103.66万 加仓
NFLX NETFLIX INC. $181.96万0.39%25,484 2421.0% $1.73万 加仓
PM PHILIP MORRIS INTL INC $178.99万0.38%9,815 8,642736.7% $157.60万 加仓
ABT ABBOTT LABORATORIES $178.95万0.38%19,721 -25,260-56.2% -$229.21万 减仓
FCX FREEPORT MCMORAN INC $178.87万0.38%28,442 18,095174.9% $113.80万 加仓
TMUS T-MOBILE US INC $172.31万0.37%10,273 6,380163.9% $107.01万 加仓
CRM SALESFORCE INC $158.60万0.34%10,096 -10,134-50.1% -$159.19万 减仓
IJR ISHARES TR $154.49万0.33%10,417 -74,721-87.8% -$1,108.19万 减仓
LIN LINDE PLC $153.35万0.33%2,955 1,624122.0% $84.28万 加仓
HSY HERSHEY CO $147.11万0.31%8,385 8,381209,525.0% $147.04万 重新持有
LMT LOCKHEED MARTIN CORP $141.38万0.30%2,775 2,5911,408.2% $132.00万 加仓
TXN TEXAS INSTRS INC $130.58万0.28%4,381 -15,738-78.2% -$469.10万 减仓
AMT AMERICAN TOWER CORP $130.35万0.28%7,882 4,681146.2% $77.41万 加仓
GOOG ALPHABET INC $126.49万0.27%3,580 -541-13.1% -$19.12万 减仓
AEM AGNICO EAGLE MINES LTD $123.27万0.26%7,946 4,957165.8% $76.90万 加仓
VEA VANGUARD TAX-MANAGED FDS $110.74万0.23%15,542 -166,297-91.5% -$1,184.87万 减仓
DSI ISHARES TR $102.98万0.22%7,232 00.0% — 不变
MRK MERCK & CO INC $102.44万0.22%7,919 -19,307-70.9% -$249.75万 减仓
XYZ BLOCK INC $88.43万0.19%11,635 11,633581,650.0% $88.41万 重新持有
CAT CATERPILLAR INC $85.72万0.18%805 -176-17.9% -$18.74万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $74.70万0.16%16,222 13,774562.7% $63.43万 加仓
HOOD ROBINHOOD MKTS INC $65.30万0.14%6,512 -628-8.8% -$6.30万 减仓
SAP SAP SE $60.13万0.13%3,902 -8,485-68.5% -$130.76万 减仓
TFLO ISHARES TR $51.15万0.11%10,103 -39,139-79.5% -$198.16万 减仓
GLW CORNING INC $44.62万0.09%1,747 -30-1.7% -$7,663 减仓
USFR WISDOMTREE TR $42.62万0.09%8,465 -12,084-58.8% -$60.84万 减仓
DE DEERE & CO $39.37万0.08%619 -35-5.4% -$2.23万 减仓
FTEC FIDELITY COVINGTON TRUST $37.53万0.08%1,314 -657-33.3% -$18.77万 减仓
UNH UNITEDHEALTH GROUP INC $36.66万0.08%882 -10,373-92.2% -$431.13万 减仓
EME EMCOR GROUP INC $35.66万0.08%430 430— $35.66万 新建仓
VTES VANGUARD WELLINGTON FD $35.05万0.07%3,460 3,460— $35.05万 新建仓
EFA ISHARES TR $33.94万0.07%3,267 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $29.94万0.06%296 -7-2.3% -$7,080 减仓
FHN FIRST HORIZON CORPORATION $29.29万0.06%11,350 00.0% — 不变
HD HOME DEPOT INC $28.74万0.06%815 -22-2.6% -$7,759 减仓
WM WASTE MGMT INC DEL $27.53万0.06%1,235 00.0% — 不变
XLK SELECT SECTOR SPDR TR $27.23万0.06%1,429 322.3% $6,097 加仓
CI THE CIGNA GROUP $25.89万0.05%939 -8,327-89.9% -$229.56万 减仓
IXN ISHARES TR $23.68万0.05%1,639 52947.7% $7.64万 加仓
PNFP PINNACLE FINL PARTNERS INC $21.38万0.05%2,119 502.4% $5,044 加仓
IAU ISHARES GOLD TR $20.48万0.04%2,712 00.0% — 不变
UL UNILEVER PLC $19.77万0.04%3,288 -53,575-94.2% -$322.09万 减仓