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
— PROGYNY INC $00.00%0 -806-100.0% -$1.37万 清仓
— SOUTHSTATE BK CORP $00.00%0 -145-100.0% -$1.34万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -200-100.0% -$1.21万 清仓
XPRO EXPRO GROUP HOLDINGS NV $00.00%0 -687-100.0% -$1.20万 清仓
SFM SPROUTS FMRS MKT INC $00.00%0 -149-100.0% -$1.15万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -250-100.0% -$1.13万 清仓
PNR PENTAIR PLC $00.00%0 -113-100.0% -$9,844 清仓
IRDM IRIDIUM COMMUNICATIONS INC $00.00%0 -348-100.0% -$9,654 清仓
FEGE RBB FUND TRUST $00.00%0 -190-100.0% -$8,930 清仓
EXLS EXLSERVICE HLDGS INC $00.00%0 -252-100.0% -$7,674 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -41-100.0% -$7,389 清仓
— VALKYRIE ETF TRUST II $00.00%0 -210-100.0% -$7,313 清仓
— VALE S A $00.00%0 -449-100.0% -$7,144 清仓
— PENNANT GROUP INC $00.00%0 -227-100.0% -$6,919 清仓
CPER UNITED STS COMMODITY INDEX F $00.00%0 -200-100.0% -$6,886 清仓
SPY STATE STR SPDR S&P 500 ETF T $00.00%0 -10-100.0% -$6,522 清仓
AVAV AEROVIRONMENT INC $00.00%0 -35-100.0% -$6,407 清仓
TLTW ISHARES TR $00.00%0 -279-100.0% -$6,311 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 -92-100.0% -$5,697 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -103-100.0% -$5,619 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -75-100.0% -$5,339 清仓
IBB ISHARES TR $00.00%0 -30-100.0% -$5,066 清仓
STNE STONECO LTD $00.00%0 -340-100.0% -$4,801 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -40-100.0% -$4,435 清仓
ARKB ARK 21SHARES BITCOIN ETF $00.00%0 -172-100.0% -$3,869 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -14-100.0% -$3,667 清仓
HAE HAEMONETICS CORP MASS $00.00%0 -62-100.0% -$3,495 清仓
— TOPBUILD COR $00.00%0 -9-100.0% -$3,162 清仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $00.00%0 -63-100.0% -$2,910 清仓
DOX AMDOCS LTD $00.00%0 -39-100.0% -$2,568 清仓
VO VANGUARD INDEX FDS $00.00%0 -28-100.0% -$2,011 清仓
RDY DR REDDYS LABS LTD $00.00%0 -105-100.0% -$1,455 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -21-100.0% -$1,046 清仓
IWO ISHARES TR $00.00%0 -3-100.0% -$942 清仓