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
URNM SPROTT FDS TR $5,1540.00%98 98— $5,154 新建仓
MELI MERCADOLIBRE INC $5,0930.00%3 -2-40.0% -$3,395 重新持有
SSRM SSR MINING IN $4,9780.00%176 3323.1% $933 加仓
SRE SEMPRA $4,7620.00%51 -85-62.5% -$7,937 减仓
COMT ISHARES U S ETF TR $4,7380.00%156 156— $4,738 新建仓
KT KT CORP $4,6660.00%270 00.0% — 不变
AIZ ASSURANT INC $4,5660.00%17 00.0% — 不变
ONC BEONE MEDICINES LTD $4,5600.00%16 00.0% — 不变
DEO DIAGEO PLC $4,4210.00%55 -15,214-99.6% -$122.29万 减仓
QLTY GMO ETF TRUST $4,3790.00%105 -2,075-95.2% -$8.65万 减仓
TD TORONTO DOMINION BK ONT $4,3720.00%36 00.0% — 不变
VICI VICI PPTYS INC $4,3550.00%164 00.0% — 不变
NTR NUTRIEN LTD $4,3180.00%68 00.0% — 不变
FSBC FIVE STAR BANCORP $4,2850.00%88 00.0% — 不变
BSOL BITWISE SOLANA STAKING ETF $4,2650.00%426 -429-50.2% -$4,295 减仓
ESNT ESSENT GROUP LTD $4,2430.00%66 00.0% — 不变
TW TRADEWEB MKTS INC $4,1860.00%42 -10,007-99.6% -$99.74万 减仓
BN BROOKFIELD CORP $4,1320.00%97 00.0% — 不变
OGN ORGANON & CO $4,1170.00%304 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $4,1060.00%138 00.0% — 不变
NGG NATIONAL GRID PLC $4,0610.00%49 00.0% — 不变
SHOP SHOPIFY INC $3,9970.00%35 00.0% — 不变
TXNM TXNM ENERGY INC $3,8620.00%68 00.0% — 不变
CLSK CLEANSPARK INC $3,8560.00%265 00.0% — 不变
RGR STURM RUGER & CO INC $3,7850.00%100 00.0% — 不变
IR INGERSOLL RAND INC $3,7720.00%46 00.0% — 不变
BITQ BITWISE FUNDS TRUST $3,6260.00%148 -257-63.5% -$6,296 减仓
SPCX SPACE EXPLORATION TECHN CORP $3,0760.00%18 18— $3,076 新建仓
BAX BAXTER INTL INC $3,0290.00%142 00.0% — 不变
MET METLIFE INC $2,7930.00%33 -211-86.5% -$1.79万 减仓
VXUS VANGUARD STAR FDS $2,4820.00%29 -652-95.7% -$5.58万 减仓
POR PORTLAND GEN ELEC CO $2,4620.00%47 00.0% — 不变
HDB HDFC BANK LTD $2,3510.00%91 -101-52.6% -$2,609 减仓
VGSH VANGUARD SCOTTSDALE FDS $2,2120.00%38 38— $2,212 新建仓
OKLO OKLO INC $2,1980.00%42 1031.2% $523 加仓
CP CANADIAN PACIFIC KANSAS CITY $2,0850.00%24 00.0% — 不变
DAL DELTA AIR LINES INC $2,0610.00%22 315.8% $281 加仓
WFRD WEATHERFORD INTL PLC $1,9560.00%24 00.0% — 不变
HCA HCA HEALTHCARE INC $1,9500.00%5 -11-68.8% -$4,290 减仓
RACE FERRARI N V $1,8620.00%5 -4-44.4% -$1,490 减仓
INDI INDIE SEMICONDUCTOR INC $1,8410.00%410 00.0% — 不变
CELH CELSIUS HLDGS INC $1,6110.00%55 00.0% — 不变
HON HONEYWELL INTL INC $1,5680.00%7 -7-50.0% -$1,568 减仓
HONA HONEYWELL AEROSPACE INC $1,5480.00%7 7— $1,548 新建仓
NIO NIO INC $1,5180.00%300 00.0% — 不变
APPF APPFOLIO INC $1,4440.00%9 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $1,3540.00%40 40— $1,354 新建仓
NOC NORTHROP GRUMMAN CORP $1,0190.00%2 00.0% — 重新持有
IWF ISHARES TR $9940.00%8 -4-33.3% -$497 减仓
CAIE CALAMOS ETF TR $9200.00%34 34— $920 新建仓
LOAR LOAR HOLDINGS INC $8070.00%10 10— $807 新建仓
TKO TKO GROUP HOLDINGS INC $8060.00%4 00.0% — 不变
UUUU ENERGY FUELS INC $7250.00%50 50— $725 新建仓
— MICROVAST HOLDINGS INC $7020.00%600 600— $702 新建仓
— CALAMOS ETF TR $6930.00%25 25— $693 新建仓
EEM ISHARES TR $6850.00%10 10— $685 新建仓
SERV SERVE ROBOTICS INC $6580.00%100 100— $658 新建仓
VZ VERIZON COMMUNICATIONS INC $4240.00%10 -32-76.2% -$1,357 重新持有
— VERA BRADLEY INC $3890.00%100 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3700.00%10 10— $370 新建仓
— FIDELITY COVINGTON TRUST $3060.00%7 7— $306 新建仓
CHWY CHEWY INC $2950.00%15 15— $295 新建仓
SMCI SUPER MICRO COMPUTER INC $2940.00%10 10— $294 新建仓
CSGP COSTAR GROUP INC $2840.00%10 10— $284 新建仓
ARGT GLOBAL X FDS $2750.00%3 3— $275 新建仓
AWK AMERICAN WTR WKS CO INC NEW $2640.00%2 2— $264 新建仓
SG SWEETGREEN INC $2560.00%29 00.0% — 不变
WDAY WORKDAY INC $2450.00%2 2— $245 新建仓
BLBD BLUE BIRD CORP $2370.00%3 3— $237 新建仓
— CODA OCTOPUS GROUP INC $1960.00%20 20— $196 新建仓
ORN ORION GROUP HLDGS INC $1690.00%10 10— $169 新建仓
ARKK ARK ETF TR $1620.00%2 -5-71.4% -$405 重新持有
XEL XCEL ENERGY INC $1610.00%2 2— $161 新建仓
ROKU ROKU INC $1390.00%1 -4-80.0% -$556 重新持有
ARKX ARK ETF TR $1370.00%4 00.0% — 重新持有
— CALAMOS ETF TR $1350.00%5 5— $135 新建仓
ARKQ ARK ETF TR $1330.00%1 00.0% — 重新持有
CTA SIMPLIFY EXCHANGE TRADED FUN $1300.00%5 5— $130 新建仓
— LENSAR INC $1150.00%20 20— $115 新建仓
UFO PROCURE ETF TRUST II $1020.00%2 00.0% — 重新持有
RIVN RIVIAN AUTOMOTIVE INC $870.00%5 00.0% — 不变
F FORD MTR CO $700.00%5 00.0% — 重新持有
XRX XEROX HOLDINGS CORP $640.00%20 20— $64 新建仓
GDOT GREEN DOT CORP $550.00%4 00.0% — 重新持有
PYPL PAYPAL HLDGS INC $440.00%1 -17-94.4% -$748 重新持有
ARKF ARK ETF TR $400.00%1 -124-99.2% -$4,960 重新持有
LCID LUCID GROUP INC $340.00%5 00.0% — 不变
DKNG DRAFTKINGS INC NEW $260.00%1 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $190.00%1 00.0% — 重新持有
SKYD PARAMOUNT SKYDANCE CORP $50.00%0 0— — 清仓
— WORKHORSE GROUP INC $40.00%1 00.0% — 不变
NAD NUVEEN QUALITY MUNCP INCOME $10.00%0 0— — 清仓
DX DYNEX CAP INC $10.00%0 0— — 清仓
— RTX CORPORATION $00.00%0 -6,470-100.0% -$124.81万 清仓
— TRAVELERS COMPANIES INC $00.00%0 -631-100.0% -$18.41万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -861-100.0% -$4.55万 清仓
FNDF SCHWAB STRATEGIC TR $00.00%0 -752-100.0% -$3.68万 清仓
NET CLOUDFLARE INC $00.00%0 -105-100.0% -$2.17万 清仓
— ISHARES TR $00.00%0 -340-100.0% -$1.62万 清仓
— BARCLAYS PLC $00.00%0 -687-100.0% -$1.45万 清仓