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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $19.57万 | 0.04% | 209 | 4 | 2.0% | $3,745 | 加仓 |
| RSG | REPUBLIC SVCS INC | $19.18万 | 0.04% | 900 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $18.98万 | 0.04% | 20,339 | -271,024 | -93.0% | -$252.87万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $18.33万 | 0.04% | 7,923 | 1,111 | 16.3% | $2.57万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $17.69万 | 0.04% | 536 | -116 | -17.8% | -$3.83万 | 重新持有 |
| IJH | ISHARES TR | $17.40万 | 0.04% | 2,257 | -206 | -8.4% | -$1.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $17.08万 | 0.04% | 1,165 | -219 | -15.8% | -$3.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $16.73万 | 0.04% | 288 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $15.86万 | 0.03% | 372 | -409 | -52.4% | -$17.44万 | 减仓 |
| SNPS | SYNOPSYS INC | $15.08万 | 0.03% | 338 | -3,066 | -90.1% | -$136.77万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $14.39万 | 0.03% | 372 | -6,563 | -94.6% | -$253.81万 | 减仓 |
| QCOM | QUALCOMM INC | $14.17万 | 0.03% | 767 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $13.51万 | 0.03% | 272 | 18 | 7.1% | $8,941 | 加仓 |
| IHE | ISHARES TR | $13.51万 | 0.03% | 1,364 | -116 | -7.8% | -$1.15万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $13.34万 | 0.03% | 1,054 | 6 | 0.6% | $760 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $13.28万 | 0.03% | 2,746 | 2,746 | — | $13.28万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $12.26万 | 0.03% | 4,025 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $12.15万 | 0.03% | 551 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $11.83万 | 0.03% | 4,087 | 4,087 | — | $11.83万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $11.30万 | 0.02% | 682 | -20 | -2.8% | -$3,315 | 减仓 |
| CSCO | CISCO SYS INC | $11.21万 | 0.02% | 954 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $10.68万 | 0.02% | 1,462 | 3 | 0.2% | $219 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $10.61万 | 0.02% | 905 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $10.30万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $10.05万 | 0.02% | 686 | -222 | -24.4% | -$3.25万 | 减仓 |
| T | AT&T INC | $9.88万 | 0.02% | 4,775 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $9.43万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $9.38万 | 0.02% | 620 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $9.15万 | 0.02% | 250 | 250 | — | $9.15万 | 新建仓 |
| FLS | FLOWSERVE CORP | $9.09万 | 0.02% | 1,222 | -150 | -10.9% | -$1.12万 | 减仓 |
| EWY | ISHARES INC | $9.09万 | 0.02% | 450 | 121 | 36.8% | $2.44万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $8.90万 | 0.02% | 976 | -200 | -17.0% | -$1.82万 | 减仓 |
| CIEN | CIENA CORP | $8.39万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $8.33万 | 0.02% | 226 | -37 | -14.1% | -$1.36万 | 减仓 |
| PEP | PEPSICO INC | $8.02万 | 0.02% | 592 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $7.97万 | 0.02% | 826 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $7.94万 | 0.02% | 323 | -17 | -5.0% | -$4,180 | 减仓 |
| MCD | MCDONALDS CORP | $7.54万 | 0.02% | 279 | -104 | -27.2% | -$2.81万 | 减仓 |
| MYRG | MYR GROUP INC | $7.46万 | 0.02% | 149 | -6 | -3.9% | -$3,002 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $7.11万 | 0.02% | 1,933 | -400 | -17.1% | -$1.47万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $7.06万 | 0.01% | 2,548 | 2,548 | — | $7.06万 | 新建仓 |
| MPLX | MPLX LP | $7.06万 | 0.01% | 1,253 | -1,350 | -51.9% | -$7.60万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6.88万 | 0.01% | 186 | 5 | 2.8% | $1,850 | 加仓 |
| IYF | ISHARES TR | $6.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $6.32万 | 0.01% | 2,624 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $5.77万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5.57万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $5.51万 | 0.01% | 724 | -831 | -53.4% | -$6.32万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $5.46万 | 0.01% | 271 | 75 | 38.3% | $1.51万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5.39万 | 0.01% | 105 | -2,945 | -96.6% | -$151.26万 | 减仓 |
| XBI | SPDR SERIES TRUST | $5.25万 | 0.01% | 332 | 50 | 17.7% | $7,912 | 加仓 |
| DY | DYCOM INDS INC | $5.21万 | 0.01% | 103 | 9 | 9.6% | $4,550 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5.03万 | 0.01% | 169 | -38 | -18.4% | -$1.13万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.00万 | 0.01% | 300 | -54 | -15.3% | -$9,000 | 减仓 |
| AMGN | AMGEN INC | $4.96万 | 0.01% | 137 | -63 | -31.5% | -$2.28万 | 减仓 |
| NASA | TEMA ETF TRUST | $4.86万 | 0.01% | 1,600 | 1,600 | — | $4.86万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $4.80万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $4.75万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $4.64万 | 0.01% | 427 | -20 | -4.5% | -$2,172 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4.45万 | 0.01% | 1,094 | 1,094 | — | $4.45万 | 新建仓 |
| CMI | CUMMINS INC | $4.42万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $4.33万 | 0.01% | 1,364 | -2,727 | -66.7% | -$8.65万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4.30万 | 0.01% | 158 | -30 | -16.0% | -$8,159 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.24万 | 0.01% | 363 | 13 | 3.7% | $1,517 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.22万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4.11万 | 0.01% | 462 | 62 | 15.5% | $5,509 | 加仓 |
| CSX | CSX CORP | $4.01万 | 0.01% | 844 | -1 | -0.1% | -$48 | 减仓 |
| FN | FABRINET | $3.99万 | 0.01% | 71 | 3 | 4.4% | $1,686 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $3.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $3.87万 | 0.01% | 997 | 997 | — | $3.87万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $3.83万 | 0.01% | 205 | -22 | -9.7% | -$4,115 | 减仓 |
| AZN | ASTRAZENECA PLC | $3.72万 | 0.01% | 196 | 59 | 43.1% | $1.12万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $3.71万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $3.63万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $3.47万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| AADX | APPLIED AEROSPACE & DEFENSE | $3.42万 | 0.01% | 1,500 | 1,500 | — | $3.42万 | 新建仓 |
| IONQ | IONQ INC | $3.39万 | 0.01% | 636 | 184 | 40.7% | $9,800 | 加仓 |
| HQY | HEALTHEQUITY INC | $3.38万 | 0.01% | 374 | 53 | 16.5% | $4,787 | 加仓 |
| BPOP | POPULAR INC | $3.35万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $3.29万 | 0.01% | 426 | -852 | -66.7% | -$6.58万 | 减仓 |
| BX | BLACKSTONE INC | $3.28万 | 0.01% | 279 | 145 | 108.2% | $1.71万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.26万 | 0.01% | 238 | 2 | 0.8% | $274 | 加仓 |
| SAN | BANCO SANTANDER SA | $3.24万 | 0.01% | 2,348 | 40 | 1.7% | $552 | 加仓 |
| TPR | TAPESTRY INC | $3.19万 | 0.01% | 218 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $3.15万 | 0.01% | 105 | -10 | -8.7% | -$3,005 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.15万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $3.15万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3.14万 | 0.01% | 84 | 13 | 18.3% | $4,859 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $3.14万 | 0.01% | 139 | -76 | -35.3% | -$1.71万 | 减仓 |
| BA | BOEING CO | $3.12万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3.11万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3.09万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP | $3.02万 | 0.01% | 301 | 1 | 0.3% | $100 | 加仓 |
| UMBF | UMB FINL CORP | $2.98万 | 0.01% | 208 | 50 | 31.6% | $7,155 | 加仓 |
| BE | BLOOM ENERGY CORP | $2.97万 | 0.01% | 98 | 3 | 3.2% | $908 | 加仓 |
| MOD | MODINE MFG CO | $2.96万 | 0.01% | 111 | 15 | 15.6% | $4,005 | 加仓 |
| RMBS | RAMBUS INC DEL | $2.93万 | 0.01% | 221 | -54 | -19.6% | -$7,168 | 减仓 |
| VOLT | TEMA ETF TRUST | $2.92万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $2.90万 | 0.01% | 47 | -12 | -20.3% | -$7,402 | 减仓 |
| CTRE | CARETRUST REIT INC | $2.90万 | 0.01% | 711 | 81 | 12.9% | $3,300 | 加仓 |