Acumen Wealth Advisors, LLC
- SEC CIK
- 0001939202
- 最新申報
- 2026/8/3
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位。
- 持股檔數
- 525
- 2025 年第 3 季沒有申報
- 總值
- $3.47 億
- 2025 年第 3 季沒有申報
Acumen Wealth Advisors, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 72,402 | $4,959 萬 | 14.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 342,659 | $3,422 萬 | 9.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 33,339 | $1,612 萬 | 4.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,575 | $1,333 萬 | 3.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 25,621 | $1,288 萬 | 3.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 45,563 | $1,239 萬 | 3.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,357 | $1,080 萬 | 3.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 33,524 | $1,021 萬 | 2.9% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 51,051 | $875.2 萬 | 2.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 14,728 | $854.0 萬 | 2.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,869 | $851.0 萬 | 2.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 40,284 | $833.7 萬 | 2.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,772 | $753.5 萬 | 2.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 146,149 | $735.0 萬 | 2.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 48,810 | $611.5 萬 | 1.8% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 22,247 | $590.3 萬 | 1.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 16,083 | $564.0 萬 | 1.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 104,123 | $561.0 萬 | 1.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 15,979 | $527.5 萬 | 1.5% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 14,292 | $501.0 萬 | 1.4% | – | – | 歷史 |
| ACNAccenture plc | Stock | 18,237 | $489.3 萬 | 1.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 27,990 | $485.6 萬 | 1.4% | – | – | 歷史 |
| CASSCass Information Systems Inc | COM | 112,247 | $466.0 萬 | 1.3% | – | – | 歷史 |
| SAPSAP SE | ADR | 18,994 | $461.4 萬 | 1.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 4,225 | $454.1 萬 | 1.3% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 62,719 | $410.2 萬 | 1.2% | – | – | 歷史 |
| HLNHaleon plc | ADR | 390,621 | $394.9 萬 | 1.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 6,899 | $390.7 萬 | 1.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 36,550 | $387.8 萬 | 1.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 53,855 | $376.5 萬 | 1.1% | – | – | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 12,783 | $367.2 萬 | 1.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 23,420 | $359.8 萬 | 1.0% | – | – | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 68,484 | $344.6 萬 | 1.0% | – | – | – |
| ASMLASML Holding NV | ADR | 3,113 | $333.0 萬 | 1.0% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 2,565 | $311.7 萬 | 0.9% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 21,021 | $290.0 萬 | 0.8% | – | – | 歷史 |
| CICigna Group | Stock | 10,156 | $279.5 萬 | 0.8% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 29,951 | $279.1 萬 | 0.8% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 32,890 | $268.7 萬 | 0.8% | – | – | 歷史 |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 54,004 | $207.7 萬 | 0.6% | – | – | – |
| DGXQuest Diagnostics Inc | COM | 11,322 | $196.5 萬 | 0.6% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 21,080 | $181.9 萬 | 0.5% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 31,601 | $160.8 萬 | 0.5% | – | – | 歷史 |
| TWTradeweb Markets Inc. | Stock | 13,710 | $147.4 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,640 | $135.9 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,749 | $125.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 23,489 | $118.5 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,272 | $102.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,232 | $93.2 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,647 | $87.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,624 | $66.4 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 981 | $56.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,814 | $45.8 萬 | 0.1% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,971 | $44.3 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 2,943 | $32.8 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,081 | $32.8 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 697 | $32.6 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 939 | $32.3 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,267 | $31.4 萬 | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 2,459 | $28.7 萬 | 0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 1,235 | $27.1 萬 | 0.1% | – | – | 歷史 |
| FHNFirst Horizon Corp | COM | 11,260 | $27.1 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 303 | $26.6 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,140 | $26.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 665 | $25.7 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 538 | $24.2 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,545 | $22.1 萬 | 0.1% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 2,666 | $21.6 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 604 | $19.2 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,179 | $19.1 萬 | 0.1% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 900 | $19.1 萬 | 0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 652 | $18.9 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 924 | $18.0 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 200 | $17.3 萬 | <0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 599 | $17.1 萬 | <0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 981 | $16.8 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,463 | $16.3 萬 | <0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 6,812 | $15.9 萬 | <0.1% | – | – | – |
| GLWCorning Inc | COM | 1,799 | $15.8 萬 | <0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 4,832 | $15.5 萬 | <0.1% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 5,620 | $15.4 萬 | <0.1% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 227 | $14.8 萬 | <0.1% | – | – | 歷史 |
| ARLPAlliance Resource Partners LP | Stock | 6,200 | $14.4 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 942 | $14.4 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,229 | $14.0 萬 | <0.1% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 2,603 | $13.9 萬 | <0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 440 | $13.4 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 8,140 | $13.4 萬 | <0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 551 | $13.3 萬 | <0.1% | – | – | 歷史 |
| EXEExpand Energy Corp | COM | 1,176 | $13.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288836 | U.S. PHARMA ETF | 1,480 | $12.6 萬 | <0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 1,040 | $12.2 萬 | <0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 620 | $12.0 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 4,811 | $12.0 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,110 | $11.7 萬 | <0.1% | – | – | – |
| BLKBlackRock, Inc. | Stock | 108 | $11.6 萬 | <0.1% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 253 | $11.5 萬 | <0.1% | – | – | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 2,296 | $11.4 萬 | <0.1% | – | – | – |
| PHParker-Hannifin Corp | Stock | 130 | $11.4 萬 | <0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,091 | $11.2 萬 | <0.1% | – | – | – |