13F 机构持仓

Acumen Wealth Advisors, LLC

CHATTANOOGA TN · SEC CIK 0001939202

2026Q22026Q1 更早 9 个季度 🔒
$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
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

IVV 13.4%
AGG 9.3%
MSFT 3.7%
AAPL 3.5%
GOOGL 3.3%
VEA 3.1%
IJR 2.8%
META 2.6%
AMZN 2.5%
JNJ 2.3%

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
ICLR ICON PLC $00.00%0 -22-100.0% -$4,009 清仓
MLCO MELCO RESORTS AND ENTMNT LTD $00.00%0 -527-100.0% -$3,990 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -10-100.0% -$3,367 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -23-100.0% -$3,215 清仓
AXS AXIS CAP HLDGS LTD $00.00%0 -29-100.0% -$3,119 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -100-100.0% -$2,882 清仓
SSB SOUTHSTATE BK CORP $00.00%0 —— — 申报中断
SOFI SOFI TECHNOLOGIES INC $00.00%0 —— — 申报中断
IWN ISHARES TR $00.00%0 -14-100.0% -$2,537 清仓
PSMT PRICESMART INC $00.00%0 -20-100.0% -$2,454 清仓
— AVALONBAY CMNTYS INC $00.00%0 -13-100.0% -$2,380 清仓
HDV ISHARES TR $00.00%0 -18-100.0% -$2,189 清仓
SU SUNCOR ENERGY INC NEW $00.00%0 -49-100.0% -$2,174 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 —— — 申报中断
VGT VANGUARD WORLD FD $00.00%0 -2-100.0% -$1,508 清仓
ADSK AUTODESK INC $00.00%0 -5-100.0% -$1,481 清仓
VUG VANGUARD INDEX FDS $00.00%0 -3-100.0% -$1,464 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -10-100.0% -$1,448 清仓
JCI JOHNSON CTLS INTL PLC $00.00%0 -12-100.0% -$1,442 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -3-100.0% -$1,407 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -13-100.0% -$1,290 清仓
SOXX ISHARES TR $00.00%0 -4-100.0% -$1,205 清仓
OKE ONEOK INC NEW $00.00%0 -16-100.0% -$1,176 清仓
KVUE KENVUE INC $00.00%0 -67-100.0% -$1,156 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 —— — 申报中断
DRI DARDEN RESTAURANTS INC $00.00%0 -6-100.0% -$1,105 清仓
PYPL PAYPAL HLDGS INC $00.00%0 —— — 申报中断
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -11-100.0% -$992 清仓
TGT TARGET CORP $00.00%0 -10-100.0% -$978 清仓
WPC WP CAREY INC $00.00%0 -14-100.0% -$914 清仓
TFC TRUIST FINL CORP $00.00%0 -18-100.0% -$886 清仓
TAN INVESCO EXCH TRADED FD TR II $00.00%0 -18-100.0% -$885 清仓
SNOW SNOWFLAKE INC $00.00%0 -4-100.0% -$878 清仓
— COTERRA ENERGY INC $00.00%0 -33-100.0% -$869 清仓
— CONFLUENT INC $00.00%0 -28-100.0% -$847 清仓
ROBO EXCHANGE TRADED CONCEPTS TRU $00.00%0 -12-100.0% -$832 清仓
AGNC AGNC INVT CORP $00.00%0 -76-100.0% -$824 清仓
ABNB AIRBNB INC $00.00%0 -6-100.0% -$815 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -5-100.0% -$809 清仓
VST VISTRA CORP $00.00%0 —— — 申报中断
— DUPONT DE NEMOURS INC $00.00%0 -20-100.0% -$804 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -2-100.0% -$796 清仓
CTAS CINTAS CORP $00.00%0 -4-100.0% -$753 清仓
HSY HERSHEY CO $00.00%0 —— — 申报中断
— EXCHANGE TRADED CONCEPTS TRU $00.00%0 -18-100.0% -$727 清仓
HMC HONDA MOTOR LTD $00.00%0 -24-100.0% -$708 清仓
GL GLOBE LIFE INC $00.00%0 -5-100.0% -$700 清仓
BF/B BROWN FORMAN CORP $00.00%0 -26-100.0% -$684 清仓
IDXX IDEXX LABS INC $00.00%0 -1-100.0% -$677 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 -8-100.0% -$670 清仓
INGR INGREDION INC $00.00%0 -6-100.0% -$662 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -41-100.0% -$660 清仓
PINS PINTEREST INC $00.00%0 -24-100.0% -$622 清仓
GPC GENUINE PARTS CO $00.00%0 -5-100.0% -$620 清仓
MSCI MSCI INC $00.00%0 -1-100.0% -$574 清仓
AXON AXON ENTERPRISE INC $00.00%0 -1-100.0% -$568 清仓
ROKU ROKU INC $00.00%0 —— — 申报中断
ARKK ARK ETF TR $00.00%0 —— — 申报中断
DOCS DOXIMITY INC $00.00%0 -12-100.0% -$532 清仓
NNN NNN REIT INC $00.00%0 -13-100.0% -$516 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -5-100.0% -$493 清仓
DOCU DOCUSIGN INC $00.00%0 -7-100.0% -$479 清仓
MSTR STRATEGY INC $00.00%0 -3-100.0% -$456 清仓
ICLN ISHARES TR $00.00%0 -27-100.0% -$444 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -8-100.0% -$431 清仓
RBLX ROBLOX CORP $00.00%0 -5-100.0% -$406 清仓
ELF E L F BEAUTY INC $00.00%0 -5-100.0% -$381 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 —— — 申报中断
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -10-100.0% -$370 清仓
JLL JONES LANG LASALLE INC $00.00%0 -1-100.0% -$337 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -1-100.0% -$325 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -3-100.0% -$309 清仓
CAVA CAVA GROUP INC $00.00%0 -5-100.0% -$294 清仓
ONON ON HLDG AG $00.00%0 -6-100.0% -$279 清仓
XPO XPO INC $00.00%0 -2-100.0% -$272 清仓
FSLR FIRST SOLAR INC $00.00%0 -1-100.0% -$262 清仓
LIT GLOBAL X FDS $00.00%0 -4-100.0% -$261 清仓
VB VANGUARD INDEX FDS $00.00%0 -1-100.0% -$258 清仓
ENPH ENPHASE ENERGY INC $00.00%0 -8-100.0% -$257 清仓
CLH CLEAN HARBORS INC $00.00%0 -1-100.0% -$235 清仓
ARKG ARK ETF TR $00.00%0 -8-100.0% -$232 清仓
NTRA NATERA INC $00.00%0 -1-100.0% -$230 清仓
COCO VITA COCO CO INC $00.00%0 -4-100.0% -$213 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -1-100.0% -$157 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -3-100.0% -$146 清仓
VKTX VIKING THERAPEUTICS INC $00.00%0 -4-100.0% -$141 清仓
XYZ BLOCK INC $00.00%0 —— — 申报中断
ARKX ARK ETF TR $00.00%0 —— — 申报中断
ARKQ ARK ETF TR $00.00%0 —— — 申报中断
UFO PROCURE ETF TRUST II $00.00%0 —— — 申报中断
F FORD MTR CO $00.00%0 —— — 申报中断
ALL ALLSTATE CORP $00.00%0 0— -$54 清仓
GDOT GREEN DOT CORP $00.00%0 —— — 申报中断
UTZ UTZ BRANDS INC $00.00%0 0— -$34 清仓
O REALTY INCOME CORP $00.00%0 0— -$25 清仓
AAL AMERICAN AIRLS GROUP INC $00.00%0 —— — 申报中断
RCAT RED CAT HLDGS INC $00.00%0 -1-100.0% -$8 清仓