Acumen Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001939202
$3.72亿2026Q1 申报市值
439持仓数
46.7%前十大占比 · 第一大 13.4%
72 / 132新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$1,097.15万
IJR 加仓+$1,010.94万
NVDA 加仓+$568.11万
TSLA 加仓+$327.66万
PULS 加仓+$310.71万
2026Q1 卖出最多 按季末市值估算
BRK/B 减仓-$368.55万
ASML 减仓-$318.32万
LRCX 减仓-$318.04万
TSM 减仓-$280.81万
USFR 减仓-$241.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ARKB | ARK 21SHARES BITCOIN ETF | $3,869 | 0.00% | 172 | 172 | — | $3,869 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $3,858 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $3,703 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3,686 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3,667 | 0.00% | 14 | -368 | -96.3% | -$9.64万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $3,495 | 0.00% | 62 | -205 | -76.8% | -$1.16万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $3,360 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FSBC | FIVE STAR BANCORP | $3,320 | 0.00% | 88 | -491 | -84.8% | -$1.85万 | 减仓 |
| — | HONEYWELL INTL INC | $3,165 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $3,162 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $3,047 | 0.00% | 9 | -9 | -50.0% | -$3,047 | 减仓 |
| INOD | INNODATA INC | $2,974 | 0.00% | 77 | -180 | -70.0% | -$6,952 | 减仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $2,961 | 0.00% | 138 | -45 | -24.6% | -$966 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2,910 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $2,568 | 0.00% | 39 | -222 | -85.1% | -$1.46万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $2,505 | 0.00% | 47 | -64 | -57.7% | -$3,411 | 减仓 |
| BAX | BAXTER INTL INC | $2,388 | 0.00% | 142 | -41 | -22.4% | -$689 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $2,270 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $2,256 | 0.00% | 265 | -797 | -75.0% | -$6,785 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,011 | 0.00% | 7 | 7 | — | $2,011 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $1,952 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,892 | 0.00% | 24 | -21 | -46.7% | -$1,656 | 减仓 |
| OGN | ORGANON & CO | $1,821 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1,809 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $1,587 | 0.00% | 32 | 32 | — | $1,587 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $1,455 | 0.00% | 105 | -295 | -73.8% | -$4,088 | 减仓 |
| APPF | APPFOLIO INC | $1,421 | 0.00% | 9 | -16 | -64.0% | -$2,526 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $1,321 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $1,280 | 0.00% | 3 | 3 | — | $1,280 | 新建仓 |
| DAL | DELTA AIR LINES INC | $1,264 | 0.00% | 19 | -3 | -13.6% | -$200 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,046 | 0.00% | 21 | 21 | — | $1,046 | 新建仓 |
| IWO | ISHARES TR | $942 | 0.00% | 3 | -65 | -95.6% | -$2.04万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $807 | 0.00% | 4 | -5 | -55.6% | -$1,009 | 减仓 |
| — | VERA BRADLEY INC | $316 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $151 | 0.00% | 29 | 29 | — | $151 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $76 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $48 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $22 | 0.00% | 1 | -619 | -99.8% | -$1.36万 | 减仓 |
| — | WORKHORSE GROUP INC | $4 | 0.00% | 1 | 1 | — | $4 | 新建仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | -3,640 | -100.0% | -$135.93万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $0 | 0.00% | 0 | -6,200 | -100.0% | -$14.40万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -8,140 | -100.0% | -$13.42万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -714 | -100.0% | -$6.23万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -2,202 | -100.0% | -$3.49万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -304 | -100.0% | -$2.94万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -105 | -100.0% | -$2.93万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -791 | -100.0% | -$2.80万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -134 | -100.0% | -$2.45万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -70 | -100.0% | -$2.45万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -92 | -100.0% | -$2.31万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -771 | -100.0% | -$2.30万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -225 | -100.0% | -$2.25万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -309 | -100.0% | -$2.07万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -329 | -100.0% | -$2.00万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -159 | -100.0% | -$1.89万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$1.82万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1.62万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -47 | -100.0% | -$1.55万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -301 | -100.0% | -$1.51万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -112 | -100.0% | -$1.41万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -32 | -100.0% | -$1.35万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -165 | -100.0% | -$1.29万 | 清仓 |
| ICOP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NMRK | NEWMARK GROUP INC | $0 | 0.00% | 0 | -700 | -100.0% | -$1.21万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -59 | -100.0% | -$1.13万 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -540 | -100.0% | -$1.08万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -216 | -100.0% | -$1.05万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -598 | -100.0% | -$1.05万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -65 | -100.0% | -$1.04万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -237 | -100.0% | -$9,964 | 清仓 |
| PNTG | PENNANT GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -1,089 | -100.0% | -$8,473 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -130 | -100.0% | -$8,441 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -263 | -100.0% | -$7,993 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -69 | -100.0% | -$7,277 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -44 | -100.0% | -$7,226 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -90 | -100.0% | -$7,173 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -215 | -100.0% | -$6,521 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -11 | -100.0% | -$6,355 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -104 | -100.0% | -$6,211 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -73 | -100.0% | -$6,159 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -13 | -100.0% | -$5,799 | 清仓 |
| LTM | LATAM AIRLINES GROUP SA | $0 | 0.00% | 0 | -104 | -100.0% | -$5,763 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -56 | -100.0% | -$5,595 | 清仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | -94 | -100.0% | -$5,173 | 清仓 |
| — | EMBOTELLADORA ANDINA S A | $0 | 0.00% | 0 | -184 | -100.0% | -$5,134 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -71 | -100.0% | -$5,106 | 清仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $0 | 0.00% | 0 | -46 | -100.0% | -$5,004 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -65 | -100.0% | -$4,946 | 清仓 |
| — | SIREN ETF TR | $0 | 0.00% | 0 | -204 | -100.0% | -$4,886 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -102 | -100.0% | -$4,879 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -429 | -100.0% | -$4,479 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -74 | -100.0% | -$4,021 | 清仓 |