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Livermore
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Acumen Wealth Advisors, LLC

SEC CIK
0001939202
最新申報
2026/8/3

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
439
較 2025 年第 4 季 −86
總值
$3.72 億
較 2025 年第 4 季 +$2,460 萬 (+7.1%)
申報日
2026/5/13
SEC
Acumen Wealth Advisors, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF76,357$4,988 萬13.4%+3,955+5.5%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF347,987$3,454 萬9.3%+5,328+1.6%加碼–
MSFTMicrosoft CorpStock37,543$1,390 萬3.7%+4,204+12.6%加碼歷史
AAPLApple Inc.Stock50,843$1,290 萬3.5%+5,280+11.6%加碼歷史
GOOGLAlphabet Inc.Stock43,297$1,245 萬3.3%+722+1.7%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF181,839$1,165 萬3.1%+171,215+1,611.6%加碼–
iShares Core S&P Small Cap ETF464287804ETF85,138$1,058 萬2.8%+81,324+2,132.2%加碼–
METAMeta Platforms, Inc.Stock16,976$971.2 萬2.6%+619+3.8%加碼歷史
AMZNAmazon Com IncStock43,775$911.7 萬2.5%+6,906+18.7%加碼歷史
JNJJohnson & JohnsonStock35,663$871.7 萬2.3%−4,621−11.5%減碼歷史
BRK.BBerkshire Hathaway IncStock17,930$859.2 萬2.3%−7,691−30.0%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR25,241$855.7 萬2.3%−8,283−24.7%減碼歷史
Vanguard Mun BD FDS922907746TAX EXEMPT BD167,287$834.6 萬2.2%+21,138+14.5%加碼–
LRCXLam Research CorpStock36,185$774.1 萬2.1%−14,866−29.1%減碼歷史
AVGOBroadcom Inc.Stock24,872$769.8 萬2.1%+3,100+14.2%加碼歷史
NVDANVIDIA CorpStock39,323$685.8 萬1.8%+32,574+482.6%加碼歷史
TMOThermo Fisher Scientific Inc.Stock12,562$618.1 萬1.7%−2,166−14.7%減碼歷史
VVisa Inc.Stock17,467$527.9 萬1.4%+1,384+8.6%加碼歷史
USBUS Bancorp DECOM NEW93,572$491.5 萬1.3%−10,551−10.1%減碼歷史
CASSCass Information Systems IncCOM105,819$465.8 萬1.3%−6,428−5.7%減碼歷史
ABTAbbott LaboratoriesStock44,981$461.8 萬1.2%−3,829−7.8%減碼歷史
LLYEli Lilly & CoStock4,366$401.6 萬1.1%+141+3.3%加碼歷史
TXNTexas Instruments IncStock20,119$390.6 萬1.1%−7,871−28.1%減碼歷史
CRMSalesforce, Inc.Stock20,230$377.6 萬1.0%−2,017−9.1%減碼歷史
KOCoca Cola CoStock48,905$374.6 萬1.0%−4,950−9.2%減碼歷史
HLTHilton Worldwide Holdings Inc.COM11,855$360.5 萬1.0%−928−7.3%減碼歷史
TJXTJX Companies IncStock22,250$355.3 萬1.0%−1,170−5.0%減碼歷史
TSLATesla, Inc.Stock9,352$347.7 萬0.9%+8,814+1,638.3%加碼歷史
MRKMerck & Co., Inc.Stock27,226$330.3 萬0.9%−9,324−25.5%減碼歷史
ULUnilever PLCSPON ADR NEW56,863$327.5 萬0.9%−5,856−9.3%減碼歷史
Pgim ETF Tr69344A107PGIM ULTRA SH BD64,858$322.1 萬0.9%+62,562+2,724.8%加碼–
KLACKLA CorpCOM NEW2,142$315.4 萬0.8%−423−16.5%減碼歷史
ISRGIntuitive Surgical IncCOM NEW6,816$314.2 萬0.8%−83−1.2%減碼歷史
UNHUnitedHealth Group IncStock11,255$304.5 萬0.8%−4,724−29.6%減碼歷史
HLNHaleon plcADR291,363$291.7 萬0.8%−99,258−25.4%減碼歷史
UBERUber Technologies, IncStock40,003$287.7 萬0.8%+7,113+21.6%加碼歷史
iShares Tr46434V860TRS FLT RT BD49,242$249.3 萬0.7%+25,753+109.6%加碼–
CICigna GroupStock9,266$247.2 萬0.7%−890−8.8%減碼歷史
DGXQuest Diagnostics IncCOM12,504$245.1 萬0.7%+1,182+10.4%加碼歷史
NFLXNetflix IncStock25,242$242.7 萬0.7%+24,489+3,252.2%加碼歷史
ACNAccenture plcStock11,809$234.2 萬0.6%−6,428−35.2%減碼歷史
STZConstellation Brands, Inc.Stock14,226$213.4 萬0.6%−6,795−32.3%減碼歷史
SAPSAP SEADR12,387$212.1 萬0.6%−6,607−34.8%減碼歷史
JPMJPMorgan Chase & CoStock7,173$211.0 萬0.6%+4,526+171.0%加碼歷史
ELVElevance Health, Inc.Stock6,935$203.0 萬0.5%−7,357−51.5%減碼歷史
RBB Fund Trust75526L878FIRS EAGL OV ETF35,489$179.1 萬0.5%+35,489新進–
MAMastercard IncStock3,050$152.4 萬0.4%+2,891+1,818.2%加碼歷史
American Centy ETF Tr025072174AVANTIS ALL INT19,696$150.0 萬0.4%+19,696新進–
SNPSSynopsys IncCOM3,404$135.0 萬0.4%+3,404新進歷史
WMTWalmart Inc.Stock10,429$129.8 萬0.3%+7,486+254.4%加碼歷史
Raytheon Technologies Com00755E105COM6,470$124.8 萬0.3%+6,470新進–
TWTradeweb Markets Inc.Stock10,049$118.2 萬0.3%−3,661−26.7%減碼歷史
GOOGAlphabet Inc.Stock4,121$118.2 萬0.3%+849+25.9%加碼歷史
DEODiageo PLCSPON ADR NEW15,269$113.7 萬0.3%−5,811−27.6%減碼歷史
GEVGE Vernova Inc.Stock1,301$113.6 萬0.3%+1,074+473.1%加碼歷史
MUMicron Technology IncStock3,333$112.7 萬0.3%+2,734+456.4%加碼歷史
ETNEaton Corp plcStock3,075$110.0 萬0.3%+2,471+409.1%加碼歷史
NEENextera Energy IncStock11,653$108.2 萬0.3%+7,572+185.5%加碼歷史
BLKBlackRock, Inc.Stock1,101$105.9 萬0.3%+993+919.4%加碼歷史
DELLDell Technologies Inc.Stock6,442$105.7 萬0.3%+5,618+681.8%加碼歷史
CCitigroup IncStock9,246$104.9 萬0.3%+6,787+276.0%加碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA20,549$103.4 萬0.3%−47,935−70.0%減碼–
WFCWells Fargo & CompanyStock12,743$101.4 萬0.3%−17,208−57.5%減碼歷史
PHParker-Hannifin CorpStock1,105$98.9 萬0.3%+975+750.0%加碼歷史
XOMExxonMobil Holdings CorpCOM5,750$97.6 萬0.3%+4,976+642.9%加碼歷史
ASMLASML Holding NVADR703$92.9 萬0.2%−2,410−77.4%減碼歷史
ABBVAbbVie Inc.Stock4,221$91.8 萬0.2%+3,081+270.3%加碼歷史
GILDGilead Sciences, Inc.Stock6,358$88.6 萬0.2%+5,980+1,582.0%加碼歷史
iShares Tr464288570ESG MSCI KLD ETF7,232$87.6 萬0.2%00.0%不變–
ANETArista Networks, Inc.Stock7,119$87.4 萬0.2%+6,703+1,611.3%加碼歷史
VRTVertiv Holdings CoCOM CL A3,477$87.1 萬0.2%+3,266+1,547.9%加碼歷史
NVONovo Nordisk A SADR22,619$85.9 萬0.2%−8,982−28.4%減碼歷史
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT11,064$84.4 萬0.2%+10,802+4,122.9%加碼–
TRGPTarga Resources Corp.COM3,311$83.0 萬0.2%+3,209+3,146.1%加碼歷史
WMBWilliams Companies, Inc.COM11,378$82.8 萬0.2%+9,804+622.9%加碼歷史
TMUST-Mobile US, Inc.Stock3,893$81.8 萬0.2%+3,717+2,111.9%加碼歷史
NOWServiceNow, Inc.Stock7,779$81.3 萬0.2%+7,724+14,043.6%加碼歷史
CATCaterpillar IncStock981$69.5 萬0.2%00.0%不變歷史
CEGConstellation Energy CorpStock2,480$69.3 萬0.2%+2,336+1,622.2%加碼歷史
APHAmphenol CorpCL A5,272$66.7 萬0.2%+5,272新進歷史
LINLinde PLCStock1,331$66.0 萬0.2%+1,206+964.8%加碼歷史
EQIXEquinix IncCOM668$65.5 萬0.2%+654+4,671.4%加碼歷史
RLRalph Lauren CorpCL A1,877$64.7 萬0.2%+1,770+1,654.2%加碼歷史
FCXFreeport-McMoran IncStock10,347$60.8 萬0.2%+9,398+990.3%加碼歷史
AEMAgnico Eagle Mines LtdStock2,989$60.7 萬0.2%+2,837+1,866.4%加碼歷史
AMTAmerican Tower CorpREIT3,201$55.2 萬0.1%+3,036+1,840.0%加碼歷史
HOODRobinhood Markets, Inc.Stock7,140$49.5 萬0.1%+7,015+5,612.0%加碼歷史
Fidelity MSCI Information Technology Index ETF316092808ETF1,971$41.0 萬0.1%00.0%不變–
DEDeere & CoStock654$36.9 萬0.1%−43−6.2%減碼歷史
iShares MSCI Eafe ETF464287465ETF3,267$31.7 萬0.1%00.0%不變–
iShares Tr464287689RUSSELL 3000 ETF781$29.0 萬0.1%+116+17.4%加碼–
WMWaste Management IncStock1,235$28.4 萬0.1%00.0%不變歷史
HDHome Depot, Inc.Stock837$27.5 萬0.1%−102−10.9%減碼歷史
FHNFirst Horizon CorpCOM11,350$26.0 萬0.1%+90+0.8%加碼歷史
GSGoldman Sachs Group IncStock303$25.6 萬0.1%00.0%不變歷史
GLWCorning IncCOM1,777$24.2 萬0.1%−22−1.2%減碼歷史
IAUiShares Gold TrustETF2,712$23.9 萬0.1%+46+1.7%加碼歷史
COSTCostco Wholesale CorpStock205$20.4 萬0.1%+5+2.5%加碼歷史
PGProcter & Gamble CoStock1,384$20.0 萬0.1%−161−10.4%減碼歷史
RSGRepublic Services, Inc.COM900$19.7 萬0.1%00.0%不變歷史

2025 年第 4 季之後清倉（157 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 157 檔。

Acumen Wealth Advisors, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
iShares Tr464287622RUS 1000 ETF3,640$135.9 萬0.4%–
TRVTravelers Companies, Inc.Stock652$18.9 萬0.1%歷史
ARLPAlliance Resource Partners LPStock6,200$14.4 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN8,140$13.4 萬<0.1%歷史
RTXRTX CorpStock544$9.98 萬<0.1%歷史
SOSouthern CoStock714$6.23 萬<0.1%歷史
MICCMagnum Ice Cream Co N.V.ORD SHS2,202$3.49 萬<0.1%歷史
MDTMedtronic plcStock304$2.94 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF105$2.93 萬<0.1%–
IOTSamsara Inc.Stock791$2.80 萬<0.1%歷史
ADBEAdobe Inc.Stock70$2.45 萬<0.1%歷史
LHLabcorp Holdings Inc.Stock92$2.31 萬<0.1%歷史
CMCSAComcast CorpStock771$2.30 萬<0.1%歷史
AEEAmeren CorpCOM225$2.25 萬<0.1%歷史
CTVACorteva, Inc.Stock309$2.07 萬<0.1%歷史
REVGREV Group, Inc.COM329$2.00 萬<0.1%歷史
iShares Inc464286525MSCI GBL MIN VOL159$1.89 萬<0.1%–
APPAppLovin CorpCOM CL A27$1.82 萬<0.1%歷史
BCSBarclays PLCADR704$1.79 萬<0.1%歷史
URIUnited Rentals, Inc.COM20$1.62 萬<0.1%歷史
WTWWillis Towers Watson PLCSHS47$1.55 萬<0.1%歷史
SNVSynovus Financial CorpCOM NEW301$1.51 萬<0.1%歷史
ZTSZoetis Inc.Stock112$1.41 萬<0.1%歷史
CVNACarvana Co.CL A32$1.35 萬<0.1%歷史
ITGRInteger Holdings CorpCOM165$1.29 萬<0.1%歷史
iShares Tr46436E189COPPER & METALS285$1.26 萬<0.1%–
NMRKNewmark Group, Inc.CL A700$1.21 萬<0.1%歷史
AWIArmstrong World Industries IncCOM59$1.13 萬<0.1%歷史
FIVNFive9, Inc.COM540$1.08 萬<0.1%歷史
PGNYProgyny, Inc.COM410$1.05 萬<0.1%歷史
SNYSanofiSPONSORED ADR216$1.05 萬<0.1%歷史
NWGNatWest Group plcSPONS ADR598$1.05 萬<0.1%歷史
HHyatt Hotels CorpCOM CL A65$1.04 萬<0.1%歷史
MELIMercadolibre IncCOM5$1.01 萬<0.1%歷史
HNIHni CorpStock237$9,964<0.1%歷史
PNTGPennant Group, Inc.COM331$9,318<0.1%歷史
PANWPalo Alto Networks IncStock47$8,658<0.1%歷史
CXMSprinklr, Inc.CL A1,089$8,473<0.1%歷史
LRNStride, Inc.COM130$8,441<0.1%歷史
YELPYelp IncCL A263$7,993<0.1%歷史
WECWec Energy Group, Inc.Stock69$7,277<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A44$7,226<0.1%歷史
BROBrown & Brown, Inc.Stock90$7,173<0.1%歷史
Carnival Corp Ltd.14365C103ADR215$6,521<0.1%–
ESLTElbit Systems LtdStock11$6,355<0.1%歷史
PEGAPegasystems IncCOM104$6,211<0.1%歷史
BAHBooz Allen Hamilton Holding CorpCL A73$6,159<0.1%歷史
ARK Blockchain & Fintech Innovation ETF00214Q708ETF125$5,954<0.1%–
Cyberark Software LtdM2682V108SHS13$5,799<0.1%–
LTMLatam Airlines Group S.A.SPONSORED ADR104$5,763<0.1%歷史
VLTOVeralto CorpStock56$5,595<0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR94$5,173<0.1%歷史
AKO.BAndina Bottling Co IncSPON ADR B184$5,134<0.1%歷史
TCOMTrip.com Group LtdADS71$5,106<0.1%歷史
OMABCentral North Airport GroupSPON ADR46$5,004<0.1%歷史
APTVAptiv PLCStock65$4,946<0.1%歷史
Siren Nexgen Economy ETF829658202ETF204$4,886<0.1%–
ENBEnbridge IncStock102$4,879<0.1%歷史
MBLYMobileye Global Inc.Stock429$4,479<0.1%歷史
MDLZMondelez International, Inc.Stock74$4,021<0.1%歷史
ICLRIcon PLCCOM22$4,009<0.1%歷史
MLCOMelco Resorts & Entertainment LTDADR527$3,990<0.1%歷史
GDGeneral Dynamics CorpStock10$3,367<0.1%歷史
HIGHartford Insurance Group, Inc.Stock23$3,215<0.1%歷史
AXSAxis Capital Holdings LtdSHS29$3,119<0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock100$2,882<0.1%歷史
SSBSouthState Bank CorpCOM30$2,824<0.1%歷史
SOFISoFi Technologies, Inc.Stock105$2,749<0.1%歷史
iShares Tr464287630RUS 2000 VAL ETF14$2,537<0.1%–
PSMTPricesmart IncCOM20$2,454<0.1%歷史
AVBAvalonbay Communities IncCOM13$2,380<0.1%歷史
iShares Core High Dividend ETF46429B663ETF18$2,189<0.1%–
SUSuncor Energy IncStock49$2,174<0.1%歷史
VZVerizon Communications IncStock42$1,711<0.1%歷史
Vanguard Information Technology ETF92204A702ETF2$1,508<0.1%–
ADSKAutodesk, Inc.COM5$1,481<0.1%歷史
Vanguard Morningstar Growth ETF922908736ETF3$1,464<0.1%–
APOApollo Global Management, Inc.COM10$1,448<0.1%歷史
JCIJohnson Controls International plcStock12$1,442<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock3$1,407<0.1%歷史
UPSUnited Parcel Service IncStock13$1,290<0.1%歷史
iShares Semiconductor ETF464287523ETF4$1,205<0.1%–
OKEONEOK IncCOM16$1,176<0.1%歷史
KVUEKenvue Inc.Stock67$1,156<0.1%歷史
NOCNorthrop Grumman CorpStock2$1,141<0.1%歷史
DRIDarden Restaurants IncCOM6$1,105<0.1%歷史
PYPLPayPal Holdings, Inc.Stock18$1,051<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock11$992<0.1%歷史
TGTTarget CorpStock10$978<0.1%歷史
WPCW. P. Carey Inc.COM14$914<0.1%歷史
TFCTruist Financial CorpCOM18$886<0.1%歷史
Invesco Exch Traded FD Tr II46138G706SOLAR ETF18$885<0.1%–
SNOWSnowflake Inc.Stock4$878<0.1%歷史
CTRACoterra Energy Inc.Stock33$869<0.1%歷史
CFLTConfluent, Inc.CLASS A COM28$847<0.1%歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF12$832<0.1%–
AGNCAGNC Investment Corp.REIT76$824<0.1%歷史
ABNBAirbnb, Inc.Stock6$815<0.1%歷史
ARESAres Management CorpCL A COM STK5$809<0.1%歷史
VSTVistra Corp.Stock5$807<0.1%歷史