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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 79
减持 55
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
ULST
SSGA ACTIVE ETF TR
+$17.3M
826,906
+5%
减持
AAPL
APPLE INC
+$16.5M
392,546
-13%
减持
TIPX
SPDR SER TR
-$12.0M
635,030
-76%
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
MSFT
MICROSOFT CORP
+$11.9M
97,604
-1%
增持
SPYM
SPDR SER TR
+$11.2M
371,632
+41%
增持
VTI
VANGUARD INDEX FDS
+$10.7M
102,828
+3%
增持
HYG
ISHARES TR
+$10.3M
148,806
+761%
减持
BIL
SPDR SER TR
-$10.3M
16,214
-94%
减持
VXF
VANGUARD INDEX FDS
+$9.8M
157,868
-10%
增持
QUS
SPDR SER TR
+$9.1M
151,636
+1%
清仓
SHV
ISHARES TR
-$8.4M
0
-100%
减持
FCVT
FIRST TR EXCHANGE-TRADED FD
-$8.0M
17,766
-97%
减持
BND
VANGUARD BD INDEX FDS
+$7.4M
216,454
-5%
减持
BSV
VANGUARD BD INDEX FDS
+$7.2M
197,582
-3%
清仓
TDVG
T ROWE PRICE ETF INC
-$7.2M
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
+$6.5M
179,804
-4%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.4M
147,894
+6%
建仓
TDSC
EXCHANGE LISTED FDS TR
+$6.3M
284,746
减持
VV
VANGUARD INDEX FDS
+$6.3M
69,912
-3%
建仓
DGRO
ISHARES TR
+$5.9M
118,070
减持
SPDW
SPDR INDEX SHS FDS
+$5.8M
382,698
-11%
增持
IEFA
ISHARES TR
+$5.7M
148,838
+14%
增持
REM
ISHARES TR
+$5.7M
267,426
+596%
减持
SHY
ISHARES TR
+$5.4M
184,840
-22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
30,114
-1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$5.2M
107,318
+166%
增持
IJR
ISHARES TR
+$5.1M
75,380
+64%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$5.1M
48,416
减持
VO
VANGUARD INDEX FDS
+$5.0M
45,958
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$4.9M
114,530
+49%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.7M
157,514
+83%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.7M
126,896
+1%
增持
HDV
ISHARES TR
+$4.7M
69,764
+23%
减持
AVDV
AMERICAN CENTY ETF TR
+$4.5M
145,610
-2%
建仓
JNK
SPDR SER TR
+$4.5M
50,182
增持
GLD
SPDR GOLD TR
+$4.4M
35,460
+72%
减持
CVX
CHEVRON CORP NEW
+$4.4M
40,674
-1%
增持
JPM
JPMORGAN CHASE & CO
+$4.2M
102,852
+3%
减持
MRK
MERCK & CO INC
+$4.2M
63,650
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.1M
171,252
+2%
增持
—
BUNGE LIMITED
+$4.1M
66,778
+9%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$3.9M
139,216
+92%
增持
—
EXXON MOBIL CORP
+$3.9M
52,700
+20%
增持
VB
VANGUARD INDEX FDS
+$3.8M
37,286
+5%
减持
SCHF
SCHWAB STRATEGIC TR
+$3.7M
205,876
-2%
增持
IXUS
ISHARES TR
+$3.6M
68,986
+393%
增持
SPEM
SPDR INDEX SHS FDS
+$3.6M
204,402
+1%
增持
VTV
VANGUARD INDEX FDS
+$3.5M
38,352
+24%
增持
JNJ
JOHNSON & JOHNSON
+$3.4M
35,928
+1%
增持
AMLP
ALPS ETF TR
+$3.4M
164,366
+7%
增持
GOOG
ALPHABET INC
+$3.3M
78,000
+7%
增持
NEE
NEXTERA ENERGY INC
+$3.3M
68,646
+10%
增持
IJH
ISHARES TR
+$3.2M
17,904
+72%
减持
SPSB
SPDR SER TR
+$3.1M
226,470
-6%
减持
AMZN
AMAZON COM INC
+$3.1M
143,858
-8%
增持
V
VISA INC
+$3.1M
69,658
+0%
减持
VBR
VANGUARD INDEX FDS
+$2.8M
38,556
-17%
增持
CMCSA
COMCAST CORP NEW
+$2.8M
122,212
+22%
增持
PFE
PFIZER INC
+$2.8M
147,796
+1%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$2.8M
132,502
减持
LMT
LOCKHEED MARTIN CORP
+$2.7M
9,564
-4%
增持
PG
PROCTER AND GAMBLE CO
+$2.7M
30,142
+3%
增持
MA
MASTERCARD INCORPORATED
+$2.7M
12,674
+6%
减持
GOOGL
ALPHABET INC
+$2.6M
75,288
-7%
建仓
PRDO
PERDOCEO ED CORP
+$2.6M
224,828
减持
NOBL
PROSHARES TR
+$2.6M
54,148
-5%
增持
VXUS
VANGUARD STAR FDS
+$2.6M
86,698
+5%
增持
SBUX
STARBUCKS CORP
+$2.6M
40,464
+19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.5M
63,274
+64%
增持
ENB
ENBRIDGE INC
+$2.4M
106,380
+11%
增持
VET
VERMILION ENERGY INC
+$2.4M
232,852
+42%
减持
PKE
PARK AEROSPACE CORP
+$2.3M
319,616
-9%
减持
IWM
ISHARES TR
+$2.3M
26,600
-5%
减持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
9,718
-13%
增持
SPYG
SPDR SER TR
+$2.3M
89,846
+0%
增持
WMT
WALMART INC
+$2.3M
68,120
+6%
增持
LNG
CHENIERE ENERGY INC
+$2.3M
30,378
+11%
增持
GILD
GILEAD SCIENCES INC
+$2.3M
40,196
+4%
增持
CSCO
CISCO SYS INC
+$2.2M
73,836
+14%
减持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
57,986
-0%
减持
IAGG
ISHARES TR
+$2.2M
106,254
-10%
增持
PM
PHILIP MORRIS INTL INC
+$2.2M
34,324
+8%
建仓
SPYV
SPDR SER TR
+$2.1M
54,314
增持
BDX
BECTON DICKINSON & CO
+$2.1M
12,728
+26%
增持
HD
HOME DEPOT INC
+$2.1M
11,704
+2%
清仓
MINT
PIMCO ETF TR
-$2.1M
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.1M
10,360
+2%
增持
ABBV
ABBVIE INC
+$2.1M
21,808
+1%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
9,202
+2%
减持
ORCL
ORACLE CORP
+$2.0M
40,454
-6%
减持
FCFS
FIRSTCASH HOLDINGS INC
+$2.0M
41,706
-6%
减持
VTEB
VANGUARD MUN BD FDS
+$2.0M
84,866
-7%
减持
IVV
ISHARES TR
+$2.0M
24,354
-41%
减持
VOO
VANGUARD INDEX FDS
+$2.0M
12,436
-14%
建仓
—
EXCHANGE LISTED FDS TR
+$2.0M
108,128
增持
PBA
PEMBINA PIPELINE CORP
+$2.0M
103,710
+1%
建仓
DAR
DARLING INGREDIENTS INC
+$1.9M
30,956
增持
AMN
AMN HEALTHCARE SVCS INC
+$1.9M
35,666
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
22,288
-1%
增持
MUB
ISHARES TR
+$1.9M
30,970
+13%
增持
DIS
DISNEY WALT CO
+$1.8M
49,256
+3%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.8M
98,890
-14%
减持
SPYD
SPDR SER TR
+$1.8M
83,964
-2%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.8M
54,606
+12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.7M
69,244
+7%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.7M
59,678
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.7M
88,222
-6%
增持
IVW
ISHARES TR
+$1.7M
35,516
+162%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.7M
29,158
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$1.7M
34,982
+0%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.6M
326,312
-18%
增持
VNQ
VANGUARD INDEX FDS
+$1.6M
37,302
+1%
增持
PEP
PEPSICO INC
+$1.6M
15,518
+4%
建仓
IVE
ISHARES TR
+$1.6M
10,902
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
73,496
+10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.5M
5,450
-5%
增持
WMB
WILLIAMS COS INC
+$1.5M
73,806
+20%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
65,780
+4%
增持
IEMG
ISHARES INC
+$1.5M
57,630
+8%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
56,424
-2%
增持
WFC
WELLS FARGO CO NEW
+$1.5M
66,464
+9%
增持
IGSB
ISHARES TR
+$1.5M
55,704
+9%
增持
COR
AMERISOURCEBERGEN CORP
+$1.5M
15,276
+1%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
1,266
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.5M
56,194
-67%
增持
KO
COCA COLA CO
+$1.5M
93,876
+2%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.4M
14,068
减持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
41,252
-2%
减持
IBN
ICICI BANK LIMITED
+$1.4M
130,100
-7%
减持
MCD
MCDONALDS CORP
+$1.4M
53,310
-0%
减持
USFR
WISDOMTREE TR
+$1.4M
56,074
-3%
增持
EFV
ISHARES TR
+$1.4M
50,152
+2%
增持
REZ
ISHARES TR
+$1.3M
39,834
+4%
增持
IUSB
ISHARES TR
+$1.3M
42,034
+71%
减持
NFLX
NETFLIX INC
+$1.3M
10,440
-0%
减持
SPIP
SPDR SER TR
+$1.3M
108,622
-6%
增持
NETL
ETF SER SOLUTIONS
+$1.3M
92,332
+2%
增持
EMB
ISHARES TR
+$1.3M
24,072
+25%
增持
DVY
ISHARES TR
+$1.3M
16,778
+19%
减持
TMUS
T-MOBILE US INC
+$1.2M
17,740
-6%
减持
QQQ
INVESCO QQQ TR
+$1.2M
63,970
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$1.2M
18,772
+18%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.2M
3,728
+1%
减持
DHR
DANAHER CORPORATION
+$1.2M
8,760
-3%
减持
HCA
HCA HEALTHCARE INC
+$1.1M
7,918
-6%
减持
CNQ
CANADIAN NAT RES LTD
+$1.1M
34,896
-0%
清仓
CECO
CECO ENVIRONMENTAL CORP
-$1.1M
0
-100%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$1.1M
28,326
+5%
减持
AXP
AMERICAN EXPRESS CO
+$1.1M
13,864
-2%
建仓
VICI
VICI PPTYS INC
+$1.1M
33,534
