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
RING ISHARES INC $1.22万0.00%189 -139-42.4% -$8,980 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.22万0.00%487 00.0% — 不变
BTI BRITISH AMERN TOB PLC $1.20万0.00%195 00.0% — 不变
USO UNITED STS OIL FD LP $1.20万0.00%113 -37-24.7% -$3,938 减仓
MKSI MKS INC. $1.20万0.00%27 -10-27.0% -$4,448 减仓
FAST FASTENAL CO $1.20万0.00%250 -49-16.4% -$2,354 减仓
BIPC BROOKFIELD INFRASTRUCTURE CO $1.19万0.00%310 310— $1.19万 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $1.18万0.00%185 00.0% — 不变
SN SHARKNINJA INC $1.17万0.00%77 1218.5% $1,827 加仓
KB KB FINL GROUP INC $1.15万0.00%110 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $1.15万0.00%115 00.0% — 不变
FFIV F5 INC $1.12万0.00%27 00.0% — 不变
CDE COEUR MNG INC $1.12万0.00%687 14125.8% $2,301 加仓
APD AIR PRODUCTS AND CHEMICALS I $1.11万0.00%38 00.0% — 不变
ARGX ARGENX SE $1.11万0.00%12 00.0% — 不变
PAYX PAYCHEX INC $1.10万0.00%112 -132-54.1% -$1.30万 减仓
BSX BOSTON SCIENTIFIC CORP $1.10万0.00%257 3113.7% $1,323 加仓
SYNA SYNAPTICS INC $1.09万0.00%88 -24-21.4% -$2,982 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $1.09万0.00%549 00.0% — 不变
TILE INTERFACE INC $1.08万0.00%301 00.0% — 不变
FTDR FRONTDOOR INC $1.06万0.00%137 00.0% — 不变
UNP UNION PAC CORP $1.06万0.00%39 -10-20.4% -$2,720 减仓
CLS CELESTICA INC $1.06万0.00%29 -2-6.5% -$730 减仓
PPG PPG INDS INC $1.02万0.00%84 00.0% — 不变
CPK CHESAPEAKE UTILS CORP $1.01万0.00%82 1828.1% $2,215 加仓
KRYS KRYSTAL BIOTECH INC $1.00万0.00%27 -7-20.6% -$2,602 减仓
NTES NETEASE COM INC $9,9950.00%78 00.0% — 不变
NVS NOVARTIS AG $9,8740.00%63 00.0% — 不变
STAG STAG INDUSTRIAL INC $9,7820.00%257 145.8% $533 加仓
SPGI S&P GLOBAL INC $9,7750.00%24 24— $9,775 新建仓
TEX TEREX CORP NEW $9,7730.00%135 -61-31.1% -$4,416 减仓
FMX FOMENTO ECONOMICO MEXICANO S $9,7210.00%76 00.0% — 不变
PRI PRIMERICA INC $9,6630.00%34 00.0% — 不变
SHG SHINHAN FINANCIAL GROUP CO L $9,6140.00%152 00.0% — 不变
URBN URBAN OUTFITTERS INC $9,5670.00%135 -66-32.8% -$4,677 减仓
KEX KIRBY CORP $9,5180.00%70 00.0% — 不变
INTA INTAPP INC $9,4540.00%375 -228-37.8% -$5,748 减仓
HSBC HSBC HLDGS PLC $9,3190.00%98 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $9,2450.00%340 -36-9.6% -$979 减仓
PPL PPL CORP $9,1590.00%250 -101-28.8% -$3,700 减仓
AR ANTERO RESOURCES CORP $9,1370.00%260 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV $9,0640.00%110 00.0% — 不变
COP CONOCOPHILLIPS $9,0450.00%87 00.0% — 不变
IBN ICICI BANK LIMITED $9,0000.00%310 00.0% — 不变
KNF KNIFE RIVER CORP $8,9510.00%107 2327.4% $1,924 加仓
VLO VALERO ENERGY CORP $8,8550.00%34 00.0% — 不变
OGS ONE GAS INC $8,7860.00%114 2223.9% $1,696 加仓
FERG FERGUSON ENTERPRISES INC $8,6150.00%36 -34-48.6% -$8,136 减仓
NXT NEXTPOWER INC $8,5790.00%72 72— $8,579 新建仓
NVO NOVO-NORDISK A S $8,3900.00%175 -22,444-99.2% -$107.60万 减仓
SUNB SUNBELT RENTALS HOLDINGS INC $8,3790.00%112 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC $8,2770.00%76 -23-23.2% -$2,505 减仓
CARG CARGURUS INC $8,2500.00%242 4925.4% $1,670 加仓
BKNG BOOKING HOLDINGS INC $8,2000.00%46 2184.0% $3,743 加仓
SPYM SPDR SERIES TRUST $8,1730.00%93 93— $8,173 新建仓
KBR KBR INC $8,0840.00%233 00.0% — 不变
AVMV AMERICAN CENTY ETF TR $8,0540.00%100 100— $8,054 新建仓
INFO HARBOR ETF TRUST $8,0230.00%295 295— $8,023 新建仓
XLE SELECT SECTOR SPDR TR $7,9670.00%150 150— $7,967 新建仓
CX CEMEX SA EURO MTN BE 144A $7,8360.00%653 00.0% — 不变
SBS COMPANHIA DE SANEAMENTO BASI $7,8320.00%1,355 00.0% — 不变
SIL GLOBAL X FDS $7,6020.00%98 -125-56.1% -$9,696 减仓
BHP BHP BILLITON LIMITED $7,4980.00%90 -15-14.3% -$1,250 减仓
— ISHARES ETHEREUM TR $7,2770.00%612 -869-58.7% -$1.03万 减仓
BABA ALIBABA GROUP HLDG LTD $7,1810.00%74 -3-3.9% -$291 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $7,0990.00%447 447— $7,099 新建仓
STZ CONSTELLATION BRANDS INC $6,9550.00%50 -14,176-99.6% -$197.19万 减仓
GRBK GREEN BRICK PARTNERS INC $6,8840.00%86 86— $6,884 新建仓
CMC COMMERCIAL METALS CO $6,8400.00%109 00.0% — 不变
VALE VALE S A $6,7530.00%449 449— $6,753 新建仓
LHX L3HARRIS TECHNOLOGIES INC $6,7210.00%23 853.3% $2,338 加仓
YUMC YUM CHINA HLDGS INC $6,7030.00%164 1510.1% $613 加仓
ITUB ITAU UNIBANCO HLDG S A $6,7030.00%820 00.0% — 不变
RGTI RIGETTI COMPUTING INC $6,6660.00%345 4615.4% $889 加仓
CCJ CAMECO CORP $6,5200.00%64 00.0% — 不变
CXW CORECIVIC INC $6,5020.00%214 00.0% — 不变
AA ALCOA CORP $6,4660.00%124 124— $6,466 新建仓
SE SEA LTD $6,4210.00%67 67— $6,421 新建仓
MFG MIZUHO FINANCIAL GROUP INC $6,4100.00%669 00.0% — 不变
NU NU HLDGS LTD $6,4000.00%479 6916.8% $922 加仓
PODD INSULET CORP $6,2430.00%41 -73-64.0% -$1.11万 减仓
BAP CREDICORP LTD $6,2340.00%16 00.0% — 不变
KOF COCA-COLA FEMSA SAB DE CV $6,1630.00%58 00.0% — 不变
SONY SONY GROUP CORP $6,0990.00%304 -167-35.5% -$3,350 减仓
MFC MANULIFE FINL CORP $6,0360.00%149 -20-11.8% -$810 减仓
LITE LUMENTUM HLDGS INC $6,0070.00%7 7— $6,007 新建仓
INOD INNODATA INC $5,8200.00%77 00.0% — 不变
NAK NORTHERN DYNASTY MINERALS LT $5,7600.00%3,000 00.0% — 不变
MAIN MAIN STR CAP CORP $5,7170.00%110 110— $5,717 新建仓
SOFI SOFI TECHNOLOGIES INC $5,6480.00%315 210200.0% $3,765 重新持有
ABCB AMERIS BANCORP $5,6090.00%62 00.0% — 不变
BLOK AMPLIFY ETF TR $5,5750.00%89 -30-25.2% -$1,879 减仓
OTIS OTIS WORLDWIDE CORP $5,5140.00%77 -163-67.9% -$1.17万 减仓
TIMB TIM S A $5,4620.00%253 00.0% — 不变
INCY INCYTE CORP $5,4420.00%48 -30-38.5% -$3,401 减仓
NUE NUCOR CORP $5,3600.00%24 24— $5,360 新建仓
ACN ACCENTURE PLC IRELAND $5,3510.00%43 -11,766-99.6% -$146.42万 减仓
DBMF LITMAN GREGORY FDS TR $5,2960.00%173 173— $5,296 新建仓
URA GLOBAL X FDS $5,2010.00%119 119— $5,201 新建仓
NKE NIKE INC $5,1830.00%125 00.0% — 不变