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
DISV DIMENSIONAL ETF TRUST $2.89万0.01%721 721— $2.89万 新建仓
— CATALYST PHARMACEUTICALS INC $2.89万0.01%920 -16-1.7% -$503 减仓
AVES AMERICAN CENTY ETF TR $2.85万0.01%434 284189.3% $1.86万 加仓
SIMO SILICON MOTION TECHNOLOGY CO $2.83万0.01%85 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $2.83万0.01%766 -1,532-66.7% -$5.65万 减仓
MTSI MACOM TECH SOLUTIONS HLDGS I $2.74万0.01%72 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $2.64万0.01%257 7037.4% $7,200 加仓
IYC ISHARES TR $2.63万0.01%260 00.0% — 不变
BKR BAKER HUGHES COMPANY $2.56万0.01%462 -315-40.5% -$1.75万 减仓
HELO J P MORGAN EXCHANGE TRADED F $2.53万0.01%375 375— $2.53万 新建仓
PFGC PERFORMANCE FOOD GROUP CO $2.53万0.01%226 00.0% — 不变
SITM SITIME CORP $2.46万0.01%33 -6-15.4% -$4,473 减仓
VMC VULCAN MATLS CO $2.45万0.01%83 00.0% — 不变
PGNY PROGYNY INC $2.42万0.01%839 429104.6% $1.24万 重新持有
VEU VANGUARD INTL EQUITY INDEX F $2.41万0.01%288 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $2.40万0.01%85 -45-34.6% -$1.27万 减仓
SHEL SHELL PLC $2.40万0.01%309 00.0% — 不变
EXEL EXELIXIS INC $2.39万0.01%440 -126-22.3% -$6,856 减仓
TTE TOTALENERGIES SE $2.39万0.01%304 -68-18.3% -$5,354 减仓
AEIS ADVANCED ENERGY INDS $2.39万0.01%64 1223.1% $4,474 加仓
EOG EOG RES INC $2.36万0.01%182 -55-23.2% -$7,135 减仓
NI NISOURCE INC $2.33万0.00%491 -119-19.5% -$5,659 减仓
FTAI FTAI AVIATION LTD $2.33万0.00%86 1216.2% $3,246 加仓
XLI SELECT SECTOR SPDR TR $2.32万0.00%125 4862.3% $8,891 加仓
WAL WESTERN ALLIANCE BANCORP $2.29万0.00%279 00.0% — 不变
CVSA COVISTA INC $2.27万0.00%182 120193.5% $1.50万 加仓
FDXF FEDEX FGHT HLDG CO INC $2.27万0.00%150 150— $2.27万 新建仓
LYG LLOYDS BANKING GROUP PLC $2.26万0.00%3,883 00.0% — 不变
CME CME GROUP INC $2.25万0.00%102 -11-9.7% -$2,429 减仓
AZO AUTOZONE INC $2.24万0.00%7 00.0% — 不变
PLD PROLOGIS INC. $2.24万0.00%165 -114-40.9% -$1.54万 减仓
CVLT COMMVAULT SYS INC $2.18万0.00%154 00.0% — 不变
BIP BROOKFIELD INFRASTRUCTURE PA $2.18万0.00%598 00.0% — 不变
FBNC FIRST BANCORP N C $2.17万0.00%338 6021.6% $3,850 加仓
JEPI J P MORGAN EXCHANGE TRADED F $2.16万0.00%382 382— $2.16万 新建仓
ENSG ENSIGN GROUP INC $2.13万0.00%133 4043.0% $6,415 加仓
ALNT ALLIENT INC $2.11万0.00%205 -52-20.2% -$5,352 减仓
INDA ISHARES TR $2.09万0.00%424 -13-3.0% -$642 减仓
UBS UBS GROUP AG $2.05万0.00%413 -16-3.7% -$793 减仓
AVLV AMERICAN CENTY ETF TR $2.01万0.00%220 220— $2.01万 新建仓
SGOV ISHARES TR $2.00万0.00%199 3722.8% $3,725 加仓
ICOP ISHARES TR $1.99万0.00%405 12042.1% $5,908 重新持有
RIO RIO TINTO PLC $1.95万0.00%205 31.5% $285 加仓
STRL STERLING INFRASTRUCTURE INC $1.93万0.00%23 -3-11.5% -$2,518 减仓
NBTB NBT BANCORP INC $1.93万0.00%391 00.0% — 不变
INTC INTEL CORP $1.93万0.00%138 -332-70.6% -$4.64万 减仓
AROC ARCHROCK INC $1.90万0.00%466 -54-10.4% -$2,198 减仓
CGNX COGNEX CORP $1.85万0.00%255 2812.3% $2,028 加仓
SCHV SCHWAB STRATEGIC TR $1.84万0.00%530 -1,059-66.6% -$3.68万 减仓
CRH CRH PLC $1.84万0.00%172 104152.9% $1.11万 加仓
SXT SENSIENT TECHNOLOGIES CORP $1.82万0.00%148 5051.0% $6,165 加仓
EAT BRINKER INTL INC $1.80万0.00%107 5191.1% $8,568 加仓
BCS BARCLAYS PLC $1.79万0.00%667 -37-5.3% -$994 重新持有
B BARRICK MNG CORP $1.78万0.00%485 00.0% — 不变
OSIS OSI SYSTEMS INC $1.77万0.00%81 912.5% $1,968 加仓
IREN IREN LIMITED $1.75万0.00%383 00.0% — 不变
DXJ WISDOMTREE TR $1.74万0.00%100 100— $1.74万 新建仓
RKT ROCKET COS INC $1.73万0.00%1,100 -264-19.4% -$4,158 减仓
DASH DOORDASH INC $1.72万0.00%93 1316.2% $2,399 加仓
DG DOLLAR GEN CORP $1.72万0.00%149 00.0% — 不变
VST VISTRA CORP $1.71万0.00%108 1032,060.0% $1.63万 重新持有
GPOR GULFPORT ENERGY CORP $1.70万0.00%100 3861.3% $6,449 加仓
EGP EASTGROUP PPTYS INC $1.69万0.00%83 1216.9% $2,449 加仓
AHR AMERICAN HEALTHCARE REIT INC $1.68万0.00%321 7128.4% $3,721 加仓
APG API GROUP CORP $1.63万0.00%385 4513.2% $1,906 加仓
SCHW SCHWAB CHARLES CORP $1.62万0.00%176 -527-75.0% -$4.86万 减仓
SPOT SPOTIFY TECHNOLOGY S A $1.61万0.00%35 516.7% $2,296 加仓
SANM SANMINA CORP $1.59万0.00%63 -28-30.8% -$7,087 减仓
SSB SOUTHSTATE BK CORP $1.59万0.00%159 129430.0% $1.29万 重新持有
IBIT ISHARES BITCOIN TRUST ETF $1.59万0.00%477 -650-57.7% -$2.16万 减仓
SLV ISHARES SILVER TR $1.58万0.00%295 -241-45.0% -$1.29万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $1.57万0.00%255 -35-12.1% -$2,152 减仓
KTB KONTOOR BRANDS INC $1.55万0.00%186 -31-14.3% -$2,584 减仓
GSK GSK PLC $1.53万0.00%290 -14-4.6% -$740 减仓
PNTG PENNANT GROUP INC $1.51万0.00%410 7923.9% $2,919 重新持有
KRE SPDR SERIES TRUST $1.50万0.00%200 200— $1.50万 新建仓
REGN REGENERON PHARMACEUTICALS $1.50万0.00%24 00.0% — 不变
PPLT ABRDN PLATINUM ETF TRUST $1.50万0.00%1,059 -491-31.7% -$6,938 减仓
BOOT BOOT BARN HLDGS INC $1.49万0.00%91 3459.6% $5,585 加仓
AVIV AMERICAN CENTY ETF TR $1.46万0.00%188 188— $1.46万 新建仓
SMFG SUMITOMO MITSUI FIN GRP INC $1.45万0.00%616 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $1.43万0.00%486 -972-66.7% -$2.86万 减仓
WSBC WESBANCO INC $1.41万0.00%358 00.0% — 不变
— CHART INDS INC $1.38万0.00%66 -50-43.1% -$1.04万 减仓
PCAR PACCAR INC $1.36万0.00%113 00.0% — 不变
SLB SLB LIMITED $1.36万0.00%290 -4-1.4% -$187 减仓
ASTH ASTRANA HEALTH INC $1.35万0.00%290 103.6% $464 加仓
GRID FIRST TR EXCHANGE-TRADED FD $1.34万0.00%70 70— $1.34万 新建仓
PAVE GLOBAL X FDS $1.34万0.00%227 227— $1.34万 新建仓
VIK VIKING HOLDINGS LTD $1.34万0.00%128 1816.4% $1,884 加仓
IFS INTERCORP FINL SVCS INC $1.33万0.00%234 00.0% — 不变
PANW PALO ALTO NETWORKS INC $1.33万0.00%39 -8-17.0% -$2,728 重新持有
VYMI VANGUARD WHITEHALL FDS $1.33万0.00%135 00.0% — 不变
NVT NVENT ELEC PLC $1.32万0.00%78 00.0% — 不变
RRX REGAL REXNORD CORPORATION $1.31万0.00%55 00.0% — 不变
HUBS HUBSPOT INC $1.30万0.00%71 710.9% $1,278 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $1.25万0.00%251 11078.0% $5,485 加仓
ING ING GROEP N.V. $1.25万0.00%398 00.0% — 不变
NPKI NPK INTERNATIONAL INC $1.24万0.00%777 13621.2% $2,164 加仓
SBUX STARBUCKS CORP $1.23万0.00%120 00.0% — 不变