Acumen Wealth Advisors, LLC
- SEC CIK
- 0001939202
- 最新申報
- 2026/8/3
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/3 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 493
- 較 2026 年第 1 季 +54
- 總值
- $4.72 億
- 較 2026 年第 1 季 +$9,999 萬 (+26.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 349,345 | $3,458 萬 | 7.3% | +1,358+0.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 33,792 | $2,531 萬 | 5.4% | −42,565−55.7% | 減碼 | – |
| RBB Fund Trust75526L878 | FIRS EAGL OV ETF | 442,679 | $2,364 萬 | 5.0% | +407,190+1,147.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 109,033 | $2,182 萬 | 4.6% | +69,710+177.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 161,159 | $2,011 萬 | 4.3% | +160,957+79,681.7% | 加碼 | – |
| American Centy ETF Tr025072174 | AVANTIS ALL INT | 197,134 | $1,624 萬 | 3.4% | +177,438+900.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 54,217 | $1,569 萬 | 3.3% | +3,374+6.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,174 | $1,543 萬 | 3.3% | −123−0.3% | 減碼 | 歷史 |
| Fidelity Covington Trust316092295 | FUN SMA MID ETF | 397,385 | $1,518 萬 | 3.2% | +397,385 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 258,536 | $1,308 萬 | 2.8% | +91,249+54.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 33,240 | $1,240 萬 | 2.6% | −4,303−11.5% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 29,169 | $1,102 萬 | 2.3% | +4,297+17.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 45,634 | $1,088 萬 | 2.3% | +1,859+4.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 126,120 | $1,045 萬 | 2.2% | +125,969+83,423.2% | 加碼 | – |
| MUMicron Technology Inc | Stock | 8,831 | $1,019 萬 | 2.2% | +5,498+165.0% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 23,460 | $1,017 萬 | 2.2% | −12,725−35.2% | 減碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 167,133 | $830.9 萬 | 1.8% | +102,275+157.7% | 加碼 | – |
| DELLDell Technologies Inc. | Stock | 17,631 | $760.7 萬 | 1.6% | +11,189+173.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 15,251 | $729.8 萬 | 1.5% | −9,990−39.6% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 23,250 | $701.5 萬 | 1.5% | +1,830+8.5% | 加碼依 10 比 1 拆股換算 | 歷史 |
| TSLATesla, Inc. | Stock | 15,854 | $666.8 萬 | 1.4% | +6,502+69.5% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907696 | SHORT TAX EXEMPT | 82,467 | $631.9 萬 | 1.3% | +71,403+645.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 11,069 | $623.5 萬 | 1.3% | −5,907−34.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 22,207 | $564.0 萬 | 1.2% | −13,456−37.7% | 減碼 | 歷史 |
| CASSCass Information Systems Inc | COM | 105,619 | $542.0 萬 | 1.1% | −200−0.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,821 | $485.1 萬 | 1.0% | +7,648+106.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,994 | $479.1 萬 | 1.0% | −372−8.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 13,764 | $472.2 萬 | 1.0% | −3,703−21.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,566 | $428.6 萬 | 0.9% | −9,364−52.2% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,550 | $417.3 萬 | 0.9% | +2,249+172.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 64,487 | $392.8 萬 | 0.8% | −29,085−31.1% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,918 | $381.6 萬 | 0.8% | +1,215+172.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 20,278 | $344.5 萬 | 0.7% | +13,159+184.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 41,126 | $336.4 萬 | 0.7% | −7,779−15.9% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 10,145 | $335.3 萬 | 0.7% | −1,710−14.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,696 | $327.9 萬 | 0.7% | +4,621+150.3% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 9,766 | $327.0 萬 | 0.7% | +6,289+180.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 16,780 | $318.4 萬 | 0.7% | +16,780 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,925 | $301.9 萬 | 0.6% | −2,325−10.4% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 20,629 | $288.7 萬 | 0.6% | +11,383+123.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,943 | $283.0 萬 | 0.6% | +1,842+167.3% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 12,998 | $275.5 萬 | 0.6% | +494+4.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 15,455 | $272.9 萬 | 0.6% | +10,183+193.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,636 | $257.8 萬 | 0.5% | +1,531+138.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,956 | $248.7 萬 | 0.5% | −7,606−60.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 30,070 | $248.5 萬 | 0.5% | +17,327+136.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,818 | $247.1 萬 | 0.5% | +11,389+109.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,708 | $244.3 萬 | 0.5% | +5,487+130.0% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 8,977 | $240.7 萬 | 0.5% | +5,666+171.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 5,621 | $223.5 萬 | 0.5% | −1,195−17.5% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 22,197 | $220.4 萬 | 0.5% | +14,418+185.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 24,912 | $218.7 萬 | 0.5% | +13,259+113.8% | 加碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 5,426 | $218.3 萬 | 0.5% | +3,549+189.1% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 28,138 | $209.2 萬 | 0.4% | +16,760+147.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 28,796 | $207.8 萬 | 0.4% | −11,207−28.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 15,970 | $201.8 萬 | 0.4% | +9,612+151.2% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 7,906 | $196.4 萬 | 0.4% | +5,426+218.8% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,823 | $190.0 萬 | 0.4% | +1,155+172.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,332 | $182.3 萬 | 0.4% | +7,582+131.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 25,484 | $182.0 萬 | 0.4% | +242+1.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,815 | $179.0 萬 | 0.4% | +8,642+736.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 19,721 | $179.0 萬 | 0.4% | −25,260−56.2% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 28,442 | $178.9 萬 | 0.4% | +18,095+174.9% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 10,273 | $172.3 萬 | 0.4% | +6,380+163.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,096 | $158.6 萬 | 0.3% | −10,134−50.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,417 | $154.5 萬 | 0.3% | −74,721−87.8% | 減碼 | – |
| LINLinde PLC | Stock | 2,955 | $153.3 萬 | 0.3% | +1,624+122.0% | 加碼 | 歷史 |
| HSYHershey Co | COM | 8,385 | $147.1 萬 | 0.3% | +8,385 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,775 | $141.4 萬 | 0.3% | +2,591+1,408.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,381 | $130.6 萬 | 0.3% | −15,738−78.2% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,882 | $130.3 萬 | 0.3% | +4,681+146.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,580 | $126.5 萬 | 0.3% | −541−13.1% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 7,946 | $123.3 萬 | 0.3% | +4,957+165.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,542 | $110.7 萬 | 0.2% | −166,297−91.5% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 7,232 | $103.0 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 7,919 | $102.4 萬 | 0.2% | −19,307−70.9% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 11,635 | $88.4 萬 | 0.2% | +11,635 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 805 | $85.7 萬 | 0.2% | −176−17.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 16,222 | $74.7 萬 | 0.2% | +13,774+562.7% | 加碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 6,512 | $65.3 萬 | 0.1% | −628−8.8% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 3,902 | $60.1 萬 | 0.1% | −8,485−68.5% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 10,103 | $51.2 萬 | 0.1% | −39,139−79.5% | 減碼 | – |
| GLWCorning Inc | COM | 1,747 | $44.6 萬 | 0.1% | −30−1.7% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 8,465 | $42.6 萬 | 0.1% | −12,084−58.8% | 減碼 | – |
| DEDeere & Co | Stock | 619 | $39.4 萬 | 0.1% | −35−5.4% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 1,314 | $37.5 萬 | 0.1% | −657−33.3% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 882 | $36.7 萬 | 0.1% | −10,373−92.2% | 減碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 430 | $35.7 萬 | 0.1% | +430 | 新進 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 3,460 | $35.1 萬 | 0.1% | +3,460 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,267 | $33.9 萬 | 0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 296 | $29.9 萬 | 0.1% | −7−2.3% | 減碼 | 歷史 |
| FHNFirst Horizon Corp | COM | 11,350 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 815 | $28.7 萬 | 0.1% | −22−2.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 1,235 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,429 | $27.2 萬 | 0.1% | +32+2.3% | 加碼 | – |
| CICigna Group | Stock | 939 | $25.9 萬 | 0.1% | −8,327−89.9% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,639 | $23.7 萬 | 0.1% | +529+47.7% | 加碼 | – |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,119 | $21.4 萬 | <0.1% | +50+2.4% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 2,712 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,288 | $19.8 萬 | <0.1% | −53,575−94.2% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（42 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Raytheon Technologies Com00755E105 | COM | 6,470 | $124.8 萬 | 0.3% | – |
| Travelers Companies Com00894E113 | COM | 631 | $18.4 萬 | <0.1% | – |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 861 | $4.55 萬 | <0.1% | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 752 | $3.68 萬 | <0.1% | – |
| NETCloudflare, Inc. | CL A COM | 105 | $2.17 萬 | <0.1% | 歷史 |
| iShares Tr00464E193 | COPPER & METALS | 340 | $1.62 萬 | <0.1% | – |
| Barclays PLC ADR00674E207 | NON-US EQUITY (DEVELOPED) | 687 | $1.45 萬 | <0.1% | – |
| Progyny Inc Com00743E107 | COM | 806 | $1.37 萬 | <0.1% | – |
| Southstate BK Corp00845E106 | COM | 145 | $1.34 萬 | <0.1% | – |
| BMYBristol Myers Squibb Co | Stock | 200 | $1.21 萬 | <0.1% | 歷史 |
| XPROExpro Ltd | COM | 687 | $1.20 萬 | <0.1% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 149 | $1.15 萬 | <0.1% | 歷史 |
| TSCOTractor Supply Co | COM | 250 | $1.13 萬 | <0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 113 | $9,844 | <0.1% | 歷史 |
| IRDMIridium Communications Inc. | COM | 348 | $9,654 | <0.1% | 歷史 |
| RBB Fund Trust75526L886 | FIRST EAGLE GBL | 190 | $8,930 | <0.1% | – |
| EXLSExlService Holdings, Inc. | COM | 252 | $7,674 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 41 | $7,389 | <0.1% | 歷史 |
| Valkyrie ETF Trust II91917A207 | BITCOIN MINERS | 210 | $7,313 | <0.1% | – |
| VALEVale S.A. | SPONSORED ADS | 449 | $7,144 | <0.1% | 歷史 |
| PNTGPennant Group, Inc. | COM | 227 | $6,919 | <0.1% | 歷史 |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 200 | $6,886 | <0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10 | $6,522 | <0.1% | 歷史 |
| AVAVAeroVironment Inc | COM | 35 | $6,407 | <0.1% | 歷史 |
| iShares Tr46436E338 | 20+ YEAR TR BD | 279 | $6,311 | <0.1% | – |
| ONOn Semiconductor Corp | Stock | 92 | $5,697 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 103 | $5,619 | <0.1% | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 75 | $5,339 | <0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 30 | $5,066 | <0.1% | – |
| STNEStoneCo Ltd. | COM | 340 | $4,801 | <0.1% | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 40 | $4,435 | <0.1% | – |
| ARKBArk 21Shares Bitcoin ETF | SHS BEN INT | 172 | $3,869 | <0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 14 | $3,667 | <0.1% | 歷史 |
| HAEHaemonetics Corp | COM | 62 | $3,495 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 14 | $3,165 | <0.1% | 歷史 |
| BLDQXO Insulation, LLC | Stock | 9 | $3,162 | <0.1% | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 63 | $2,910 | <0.1% | 歷史 |
| DOXAmdocs Ltd | SHS | 39 | $2,568 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7 | $2,011 | <0.1% | – |
| RDYDr Reddys Laboratories Ltd | ADR | 105 | $1,455 | <0.1% | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 21 | $1,046 | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3 | $942 | <0.1% | – |