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Continuum Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Continuum Advisory, LLC
报告期 2026-03-31 · CIK 0001846532
持仓数
453
前50大市值合计
$625.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 25
增持 91
减持 19
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$9.6M
412,680
+12%
建仓
FCVT
FIRST TR EXCHANGE-TRADED FD
+$7.4M
355,326
建仓
MBB
ISHARES TR
+$5.0M
92,902
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
TOTL
SSGA ACTIVE ETF TR
-$4.6M
46,722
-80%
增持
TIPX
SPDR SER TR
+$4.1M
2,070,708
+23%
增持
STIP
ISHARES TR
+$2.8M
68,296
+321%
增持
SPYM
SPDR SER TR
+$1.8M
267,740
+20%
减持
MSFT
MICROSOFT CORP
+$1.3M
54,798
-2%
增持
TDVG
T ROWE PRICE ETF INC
+$1.3M
402,672
+10%
增持
TSLA
TESLA INC
+$1.3M
48,620
+3%
增持
VV
VANGUARD INDEX FDS
+$1.1M
73,334
+5%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.1M
100,392
+75%
增持
AMZN
AMAZON COM INC
+$1.0M
9,378
+6%
增持
VXF
VANGUARD INDEX FDS
+$1.0M
142,488
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$942.9K
10,104
+55%
增持
SPYG
SPDR SER TR
+$924.9K
138,022
+8%
增持
GOOGL
ALPHABET INC
+$865.9K
1,976
+32%
增持
SCHV
SCHWAB STRATEGIC TR
+$838.8K
129,952
+12%
增持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$822.8K
284,032
+6%
减持
MTUM
ISHARES TR
-$816.8K
11,798
-45%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$810.8K
40,698
+295%
建仓
EMB
ISHARES TR
+$798.8K
14,642
增持
ROM
PROSHARES TR
+$784.8K
37,342
+16%
增持
IJR
ISHARES TR
+$780.8K
69,810
+18%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$776.8K
18,366
清仓
EWJ
ISHARES INC
-$769.8K
0
-100%
减持
QUS
SPDR SER TR
+$739.7K
151,138
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$736.7K
176,078
+13%
增持
HYD
VANECK ETF TRUST
+$725.7K
38,098
+156%
增持
SCHF
SCHWAB STRATEGIC TR
+$712.7K
211,434
+20%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$707.7K
32,830
增持
FNDX
SCHWAB STRATEGIC TR
+$705.7K
72,806
+37%
增持
IUSB
ISHARES TR
+$703.7K
51,200
+109%
增持
IVV
ISHARES TR
+$692.7K
24,588
+2%
增持
VUG
VANGUARD INDEX FDS
+$691.7K
14,630
+28%
增持
SPSB
SPDR SER TR
+$643.6K
259,842
+20%
增持
SCHA
SCHWAB STRATEGIC TR
+$626.6K
59,282
+23%
增持
IXUS
ISHARES TR
+$616.6K
35,700
+95%
增持
VTI
VANGUARD INDEX FDS
+$611.6K
46,324
+3%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$577.6K
24,098
增持
GOOG
ALPHABET INC
+$567.6K
3,226
+12%
增持
BND
VANGUARD BD INDEX FDS
+$549.5K
116,992
+13%
增持
QQQ
INVESCO QQQ TR
+$534.5K
60,776
+3%
增持
NVDA
NVIDIA CORPORATION
+$528.5K
11,490
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$496.5K
145,848
+11%
建仓
XHB
SPDR SER TR
+$471.5K
10,980
增持
SPEM
SPDR INDEX SHS FDS
+$458.5K
180,868
+17%
增持
COST
COSTCO WHSL CORP NEW
+$453.5K
6,070
+7%
清仓
DBEU
DBX ETF TR
-$448.4K
0
-100%
建仓
CION
CION INVT CORP
+$445.4K
68,062
增持
XLK
SELECT SECTOR SPDR TR
+$441.4K
11,004
+59%
增持
SCHG
SCHWAB STRATEGIC TR
+$406.4K
46,158
+1%
增持
VNQ
VANGUARD INDEX FDS
+$394.4K
34,048
+10%
增持
IJH
ISHARES TR
+$394.4K
7,070
+53%
减持
—
CERNER CORP
+$393.4K
37,114
-2%
增持
CVX
CHEVRON CORP NEW
+$381.4K
36,946
+5%
增持
CNQ
CANADIAN NAT RES LTD
+$372.4K
30,570
+104%
增持
VO
VANGUARD INDEX FDS
+$366.4K
30,690
+3%
清仓
MGK
VANGUARD WORLD FD
-$363.4K
0
-100%
增持
MUB
ISHARES TR
+$355.4K
25,096
+32%
清仓
ULST
SSGA ACTIVE ETF TR
-$353.4K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$350.4K
6,274
+0%
建仓
SDY
SPDR SER TR
+$331.3K
5,132
增持
ARKK
ARK ETF TR
+$320.3K
124,198
+24%
建仓
FTSD
FRANKLIN ETF TR
+$307.3K
6,528
减持
HD
HOME DEPOT INC
+$304.3K
8,988
-6%
增持
HYG
ISHARES TR
+$303.3K
43,544
+20%
建仓
ITOT
ISHARES TR
+$303.3K
5,672
增持
IAGG
ISHARES TR
+$301.3K
113,096
+12%
增持
NOBL
PROSHARES TR
+$293.3K
48,482
+3%
增持
AMAT
APPLIED MATLS INC
+$288.3K
10,688
+24%
增持
PFE
PFIZER INC
+$286.3K
81,302
+4%
建仓
AVGO
BROADCOM INC
+$286.3K
860
增持
SCHM
SCHWAB STRATEGIC TR
+$279.3K
46,178
+12%
增持
ABBV
ABBVIE INC
+$278.3K
19,382
+1%
增持
QCOM
QUALCOMM INC
+$276.3K
8,666
+8%
建仓
HYEM
VANECK ETF TRUST
+$273.3K
24,322
增持
PG
PROCTER AND GAMBLE CO
+$273.3K
18,646
+4%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$269.3K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$269.3K
49,488
+20%
增持
WTRG
ESSENTIAL UTILS INC
+$266.3K
65,504
+1%
清仓
SQ
SQUARE INC
-$263.3K
0
-100%
清仓
BA
BOEING CO
-$259.3K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$258.3K
331,168
+4%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$255.3K
58,188
+1%
减持
—
ACCENTURE PLC IRELAND
+$241.2K
5,302
-1%
清仓
GM
GENERAL MTRS CO
-$241.2K
0
-100%
清仓
IJS
ISHARES TR
-$241.2K
0
-100%
建仓
ETR
ENTERGY CORP NEW
+$240.2K
4,256
增持
VTV
VANGUARD INDEX FDS
+$239.2K
12,014
+26%
减持
REZ
ISHARES TR
+$238.2K
37,984
-0%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$236.2K
0
-100%
增持
IEFA
ISHARES TR
+$236.2K
97,302
+6%
建仓
LOW
LOWES COS INC
+$234.2K
1,812
建仓
UPS
UNITED PARCEL SERVICE INC
+$232.2K
2,166
减持
KOD
KODIAK SCIENCES INC
-$232.2K
30,762
-4%
建仓
IJT
ISHARES TR
+$230.2K
3,320
清仓
DOCU
DOCUSIGN INC
-$229.2K
0
-100%
建仓
KOMP
SPDR SER TR
+$227.2K
7,692
清仓
ROKU
ROKU INC
-$226.2K
0
-100%
增持
SPIP
SPDR SER TR
+$223.2K
152,672
+9%
建仓
CRM
SALESFORCE COM INC
+$220.2K
1,734
减持
AMD
ADVANCED MICRO DEVICES INC
+$216.2K
10,678
-0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$216.2K
6,650
+94%
清仓
GWX
SPDR INDEX SHS FDS
-$213.2K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$213.2K
30,348
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$211.2K
64,578
+13%
清仓
BBH
VANECK ETF TRUST
-$210.2K
0
-100%
建仓
SON
SONOCO PRODS CO
+$210.2K
7,242
建仓
XLY
SELECT SECTOR SPDR TR
+$209.2K
2,042
建仓
FHLC
FIDELITY COVINGTON TRUST
+$208.2K
6,068
增持
AGG
ISHARES TR
+$208.2K
12,332
+43%
建仓
TSN
TYSON FOODS INC
+$207.2K
4,756
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$206.2K
8,068
建仓
PAVE
GLOBAL X FDS
+$204.2K
14,200
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$202.2K
22,760
-0%
增持
IVW
ISHARES TR
+$201.2K
12,150
+46%
增持
META
META PLATFORMS INC
+$201.2K
13,226
+11%
增持
GOVT
ISHARES TR
+$197.2K
74,482
+24%
增持
VBR
VANGUARD INDEX FDS
+$193.2K
27,266
+3%
增持
ABT
ABBOTT LABS
+$188.2K
11,284
+10%
减持
PLD
PROLOGIS INC.
+$188.2K
8,906
-1%
增持
CSCO
CISCO SYS INC
+$185.2K
32,012
+5%
减持
WMT
WALMART INC
-$185.2K
60,150
-5%
增持
SHW
SHERWIN WILLIAMS CO
+$169.2K
3,508
+9%
减持
ZTS
ZOETIS INC
+$162.2K
7,302
-3%
增持
—
EATON CORP PLC
+$160.2K
6,370
+22%
减持
PYPL
PAYPAL HLDGS INC
-$158.2K
2,998
-12%
增持
SOXX
ISHARES TR
+$153.2K
2,000
+15%
增持
NETL
ETF SER SOLUTIONS
+$149.1K
81,540
+5%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$146.1K
0
-100%
增持
MUNI
PIMCO ETF TR
+$144.1K
27,486
+23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$141.1K
3,648
-3%
增持
MRK
MERCK & CO INC
+$137.1K
16,526
+25%
增持
EXPE
EXPEDIA GROUP INC
+$137.1K
6,748
+17%
增持
PEP
PEPSICO INC
+$135.1K
9,868
+3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$135.1K
8,690
-38%
增持
MRNA
MODERNA INC
-$128.1K
6,050
+30%
增持
VSAT
VIASAT INC
+$128.1K
16,678
+89%
增持
F
FORD MTR CO DEL
+$124.1K
30,194
+12%
增持
DVY
ISHARES TR
+$118.1K
12,772
+10%
增持
SHY
ISHARES TR
+$117.1K
92,096
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$117.1K
9,722
-1%
增持
IEMG
ISHARES INC
+$114.1K
30,666
+18%
增持
ANGL
VANECK ETF TRUST
+$113.1K
73,718
+11%
增持
CMCSA
COMCAST CORP NEW
+$113.1K
36,844
+27%
增持
VTIP
VANGUARD MALVERN FDS
+$110.1K
54,594
+11%
减持
EW
EDWARDS LIFESCIENCES CORP
+$109.1K
14,070
-1%
增持
DIS
DISNEY WALT CO
-$109.1K
36,602
+4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$108.1K
2,378
+24%