Acumen Wealth Advisors, LLC
CHATTANOOGA TN · SEC CIK 0001939202
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $3,457.82万 | 7.33% | 349,345 | 1,358 | 0.4% | $13.44万 | 加仓 |
| IVV | ISHARES TR | $2,530.67万 | 5.36% | 33,792 | -42,565 | -55.7% | -$3,187.68万 | 减仓 |
| FEOE | RBB FUND TRUST | $2,363.91万 | 5.01% | 442,679 | 407,190 | 1,147.4% | $2,174.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,181.64万 | 4.62% | 109,033 | 69,710 | 177.3% | $1,394.83万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,010.61万 | 4.26% | 161,159 | 160,957 | 79,681.7% | $2,008.09万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1,623.99万 | 3.44% | 197,134 | 177,438 | 900.9% | $1,461.73万 | 加仓 |
| AAPL | APPLE INC | $1,568.82万 | 3.33% | 54,217 | 3,374 | 6.6% | $97.63万 | 加仓 |
| GOOGL | ALPHABET INC | $1,542.91万 | 3.27% | 43,174 | -123 | -0.3% | -$4.40万 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $1,518.41万 | 3.22% | 397,385 | 397,385 | — | $1,518.41万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $1,307.68万 | 2.77% | 258,536 | 91,249 | 54.5% | $461.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,239.92万 | 2.63% | 33,240 | -4,303 | -11.5% | -$160.51万 | 减仓 |
| AVGO | BROADCOM INC | $1,101.86万 | 2.34% | 29,169 | 4,297 | 17.3% | $162.32万 | 加仓 |
| AMZN | AMAZON COM INC | $1,087.64万 | 2.31% | 45,634 | 1,859 | 4.2% | $44.31万 | 加仓 |
| IEMG | ISHARES INC | $1,044.78万 | 2.21% | 126,120 | 125,969 | 83,423.2% | $1,043.53万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,019.35万 | 2.16% | 8,831 | 5,498 | 165.0% | $634.63万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,017.21万 | 2.16% | 23,460 | -12,725 | -35.2% | -$551.75万 | 减仓 |
| PULS | PGIM ETF TR | $830.86万 | 1.76% | 167,133 | 102,275 | 157.7% | $508.43万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $760.71万 | 1.61% | 17,631 | 11,189 | 173.7% | $482.76万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $729.76万 | 1.55% | 15,251 | -9,990 | -39.6% | -$478.02万 | 减仓 |
| KLAC | KLA CORP | $701.48万 | 1.49% | 23,250 | 1,830 | 8.5% | $55.21万 | 加仓 |
| TSLA | TESLA INC | $666.82万 | 1.41% | 15,854 | 6,502 | 69.5% | $273.47万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $631.94万 | 1.34% | 82,467 | 71,403 | 645.4% | $547.16万 | 加仓 |
| META | META PLATFORMS INC | $623.51万 | 1.32% | 11,069 | -5,907 | -34.8% | -$332.74万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $563.98万 | 1.20% | 22,207 | -13,456 | -37.7% | -$341.74万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $542.04万 | 1.15% | 105,619 | -200 | -0.2% | -$1.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $485.14万 | 1.03% | 14,821 | 7,648 | 106.6% | $250.35万 | 加仓 |
| LLY | ELI LILLY & CO | $479.05万 | 1.02% | 3,994 | -372 | -8.5% | -$44.62万 | 减仓 |
| V | VISA INC | $472.23万 | 1.00% | 13,764 | -3,703 | -21.2% | -$127.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $428.63万 | 0.91% | 8,566 | -9,364 | -52.2% | -$468.57万 | 减仓 |
| GEV | GE VERNOVA INC | $417.25万 | 0.88% | 3,550 | 2,249 | 172.9% | $264.34万 | 加仓 |
| USB | US BANCORP | $392.85万 | 0.83% | 64,487 | -29,085 | -31.1% | -$177.18万 | 减仓 |
| ASML | ASML HLDG NV | $381.57万 | 0.81% | 1,918 | 1,215 | 172.8% | $241.72万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $344.48万 | 0.73% | 20,278 | 13,159 | 184.8% | $223.55万 | 加仓 |
| KO | COCA COLA CO | $336.39万 | 0.71% | 41,126 | -7,779 | -15.9% | -$63.63万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $335.25万 | 0.71% | 10,145 | -1,710 | -14.4% | -$56.51万 | 减仓 |
| ETN | EATON CORP PLC | $327.94万 | 0.70% | 7,696 | 4,621 | 150.3% | $196.91万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $326.99万 | 0.69% | 9,766 | 6,289 | 180.9% | $210.57万 | 加仓 |
| RTX | RTX CORPORATION | $318.37万 | 0.67% | 16,780 | 16,236 | 2,984.6% | $308.05万 | 重新持有 |
| TJX | TJX COS INC NEW | $301.86万 | 0.64% | 19,925 | -2,325 | -10.4% | -$35.22万 | 减仓 |
| C | CITIGROUP INC | $288.72万 | 0.61% | 20,629 | 11,383 | 123.1% | $159.32万 | 加仓 |
| BLK | BLACKROCK INC | $282.99万 | 0.60% | 2,943 | 1,842 | 167.3% | $177.12万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $275.49万 | 0.58% | 12,998 | 494 | 4.0% | $10.47万 | 加仓 |
| APH | AMPHENOL CORP | $272.88万 | 0.58% | 15,455 | 10,183 | 193.2% | $179.79万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $257.83万 | 0.55% | 2,636 | 1,531 | 138.6% | $149.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $248.70万 | 0.53% | 4,956 | -7,606 | -60.5% | -$381.69万 | 减仓 |
| WFC | WELLS FARGO & CO | $248.50万 | 0.53% | 30,070 | 17,327 | 136.0% | $143.19万 | 加仓 |
| WMT | WALMART INC | $247.11万 | 0.52% | 21,818 | 11,389 | 109.2% | $128.99万 | 加仓 |
| ABBV | ABBVIE INC | $244.28万 | 0.52% | 9,708 | 5,487 | 130.0% | $138.07万 | 加仓 |
| TRGP | TARGA RES CORP | $240.71万 | 0.51% | 8,977 | 5,666 | 171.1% | $151.93万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $223.54万 | 0.47% | 5,621 | -1,195 | -17.5% | -$47.52万 | 减仓 |
| NOW | SERVICENOW INC | $220.37万 | 0.47% | 22,197 | 14,418 | 185.3% | $143.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $218.65万 | 0.46% | 24,912 | 13,259 | 113.8% | $116.37万 | 加仓 |
| RL | RALPH LAUREN CORP | $218.34万 | 0.46% | 5,426 | 3,549 | 189.1% | $142.81万 | 加仓 |
| WMB | WILLIAMS COS INC | $209.18万 | 0.44% | 28,138 | 16,760 | 147.3% | $124.59万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $207.79万 | 0.44% | 28,796 | -11,207 | -28.0% | -$80.87万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $201.76万 | 0.43% | 15,970 | 9,612 | 151.2% | $121.44万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $196.36万 | 0.42% | 7,906 | 5,426 | 218.8% | $134.77万 | 加仓 |
| EQIX | EQUINIX INC | $190.03万 | 0.40% | 1,823 | 1,155 | 172.9% | $120.40万 | 加仓 |
| — | EXXON MOBIL CORP | $182.28万 | 0.39% | 13,332 | 7,582 | 131.9% | $103.66万 | 加仓 |
| NFLX | NETFLIX INC. | $181.96万 | 0.39% | 25,484 | 242 | 1.0% | $1.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $178.99万 | 0.38% | 9,815 | 8,642 | 736.7% | $157.60万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $178.95万 | 0.38% | 19,721 | -25,260 | -56.2% | -$229.21万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $178.87万 | 0.38% | 28,442 | 18,095 | 174.9% | $113.80万 | 加仓 |
| TMUS | T-MOBILE US INC | $172.31万 | 0.37% | 10,273 | 6,380 | 163.9% | $107.01万 | 加仓 |
| CRM | SALESFORCE INC | $158.60万 | 0.34% | 10,096 | -10,134 | -50.1% | -$159.19万 | 减仓 |
| IJR | ISHARES TR | $154.49万 | 0.33% | 10,417 | -74,721 | -87.8% | -$1,108.19万 | 减仓 |
| LIN | LINDE PLC | $153.35万 | 0.33% | 2,955 | 1,624 | 122.0% | $84.28万 | 加仓 |
| HSY | HERSHEY CO | $147.11万 | 0.31% | 8,385 | 8,381 | 209,525.0% | $147.04万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $141.38万 | 0.30% | 2,775 | 2,591 | 1,408.2% | $132.00万 | 加仓 |
| TXN | TEXAS INSTRS INC | $130.58万 | 0.28% | 4,381 | -15,738 | -78.2% | -$469.10万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $130.35万 | 0.28% | 7,882 | 4,681 | 146.2% | $77.41万 | 加仓 |
| GOOG | ALPHABET INC | $126.49万 | 0.27% | 3,580 | -541 | -13.1% | -$19.12万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $123.27万 | 0.26% | 7,946 | 4,957 | 165.8% | $76.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $110.74万 | 0.23% | 15,542 | -166,297 | -91.5% | -$1,184.87万 | 减仓 |
| DSI | ISHARES TR | $102.98万 | 0.22% | 7,232 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $102.44万 | 0.22% | 7,919 | -19,307 | -70.9% | -$249.75万 | 减仓 |
| XYZ | BLOCK INC | $88.43万 | 0.19% | 11,635 | 11,633 | 581,650.0% | $88.41万 | 重新持有 |
| CAT | CATERPILLAR INC | $85.72万 | 0.18% | 805 | -176 | -17.9% | -$18.74万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $74.70万 | 0.16% | 16,222 | 13,774 | 562.7% | $63.43万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $65.30万 | 0.14% | 6,512 | -628 | -8.8% | -$6.30万 | 减仓 |
| SAP | SAP SE | $60.13万 | 0.13% | 3,902 | -8,485 | -68.5% | -$130.76万 | 减仓 |
| TFLO | ISHARES TR | $51.15万 | 0.11% | 10,103 | -39,139 | -79.5% | -$198.16万 | 减仓 |
| GLW | CORNING INC | $44.62万 | 0.09% | 1,747 | -30 | -1.7% | -$7,663 | 减仓 |
| USFR | WISDOMTREE TR | $42.62万 | 0.09% | 8,465 | -12,084 | -58.8% | -$60.84万 | 减仓 |
| DE | DEERE & CO | $39.37万 | 0.08% | 619 | -35 | -5.4% | -$2.23万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $37.53万 | 0.08% | 1,314 | -657 | -33.3% | -$18.77万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.66万 | 0.08% | 882 | -10,373 | -92.2% | -$431.13万 | 减仓 |
| EME | EMCOR GROUP INC | $35.66万 | 0.08% | 430 | 430 | — | $35.66万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $35.05万 | 0.07% | 3,460 | 3,460 | — | $35.05万 | 新建仓 |
| EFA | ISHARES TR | $33.94万 | 0.07% | 3,267 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $29.94万 | 0.06% | 296 | -7 | -2.3% | -$7,080 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $29.29万 | 0.06% | 11,350 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $28.74万 | 0.06% | 815 | -22 | -2.6% | -$7,759 | 减仓 |
| WM | WASTE MGMT INC DEL | $27.53万 | 0.06% | 1,235 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $27.23万 | 0.06% | 1,429 | 32 | 2.3% | $6,097 | 加仓 |
| CI | THE CIGNA GROUP | $25.89万 | 0.05% | 939 | -8,327 | -89.9% | -$229.56万 | 减仓 |
| IXN | ISHARES TR | $23.68万 | 0.05% | 1,639 | 529 | 47.7% | $7.64万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $21.38万 | 0.05% | 2,119 | 50 | 2.4% | $5,044 | 加仓 |
| IAU | ISHARES GOLD TR | $20.48万 | 0.04% | 2,712 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $19.77万 | 0.04% | 3,288 | -53,575 | -94.2% | -$322.09万 | 减仓 |