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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 59
减持 45
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$21.2M
733,797
+2510%
减持
ULST
SSGA ACTIVE ETF TR
-$18.6M
33,456
-93%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$17.2M
364,382
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。
增持
TLT
ISHARES TR
+$14.4M
166,751
+618%
增持
VTI
VANGUARD INDEX FDS
+$5.6M
72,543
+33%
减持
QQQ
INVESCO QQQ TR
+$4.5M
27,062
-39%
减持
SHY
ISHARES TR
-$4.0M
52,655
-49%
建仓
IHI
ISHARES TR
+$3.5M
64,549
增持
BND
VANGUARD BD INDEX FDS
+$3.5M
168,169
+32%
减持
AAPL
APPLE INC
-$3.1M
131,049
-32%
增持
IVV
ISHARES TR
+$2.7M
18,534
+29%
增持
VXF
VANGUARD INDEX FDS
+$2.4M
88,484
+5%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
69,014
+58%
增持
COWZ
PACER FDS TR
+$2.1M
44,237
+818%
减持
MSFT
MICROSOFT CORP
+$1.8M
45,266
-6%
清仓
IBB
ISHARES TR
-$1.8M
0
-100%
增持
IEFA
ISHARES TR
+$1.8M
88,547
+28%
减持
AVDV
AMERICAN CENTY ETF TR
-$1.7M
38,730
-46%
减持
TIPX
SPDR SER TR
-$1.7M
279,522
-26%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.6M
1
-75%
增持
EOG
EOG RES INC
+$1.6M
21,280
+169%
减持
AMZN
AMAZON COM INC
+$1.6M
72,487
-5%
增持
VLO
VALERO ENERGY CORP
+$1.5M
15,015
+402%
增持
IUSB
ISHARES TR
+$1.5M
47,418
+209%
清仓
EXPE
EXPEDIA GROUP INC
-$1.5M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.5M
83,253
+8%
减持
VBR
VANGUARD INDEX FDS
-$1.4M
8,178
-55%
清仓
PSA
PUBLIC STORAGE
-$1.4M
0
-100%
建仓
HYDB
ISHARES TR
+$1.4M
30,829
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
5,253
+109%
建仓
EWJ
ISHARES INC
+$1.3M
20,976
清仓
XIFR
NEXTERA ENERGY PARTNERS LP
-$1.3M
0
-100%
减持
REM
ISHARES TR
-$1.3M
76,809
-45%
清仓
XLE
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.2M
4,540
-64%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
11,073
+17%
清仓
CNQ
CANADIAN NAT RES LTD
-$1.1M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$1.1M
2,790
-59%
增持
VV
VANGUARD INDEX FDS
+$1.0M
36,463
+3%
减持
CVX
CHEVRON CORP NEW
-$996.3K
19,851
-15%
减持
NETL
ETF SER SOLUTIONS
-$988.8K
8,682
-84%
清仓
CTVA
CORTEVA INC
-$954.6K
0
-100%
增持
OEF
ISHARES TR
+$946.3K
32,196
+3%
减持
PBA
PEMBINA PIPELINE CORP
-$943.3K
10,492
-76%
增持
BIL
SPDR SER TR
+$935.1K
22,915
+82%
增持
PJAN
INNOVATOR ETFS TR
+$929.5K
36,767
+191%
减持
AMLP
ALPS ETF TR
-$925.2K
55,736
-29%
增持
QUS
SPDR SER TR
+$890.1K
77,312
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$871.5K
7,449
-2%
建仓
KVUE
KENVUE INC
+$868.9K
40,358
清仓
NFLX
NETFLIX INC
-$866.5K
0
-100%
减持
GOOG
ALPHABET INC
-$849.9K
28,721
-25%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$835.1K
81,501
+39%
减持
JNJ
JOHNSON & JOHNSON
-$796.9K
10,008
-34%
建仓
PDEC
INNOVATOR ETFS TR
+$780.4K
22,233
减持
VTIP
VANGUARD MALVERN FDS
-$740.7K
27,012
-37%
增持
DBEF
DBX ETF TR
+$739.8K
28,385
+220%
增持
DDOG
DATADOG INC
+$679.8K
21,416
+2%
建仓
PFEB
INNOVATOR ETFS TR
+$662.0K
20,275
清仓
DHR
DANAHER CORPORATION
-$649.8K
0
-100%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$642.1K
14,837
-58%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$635.2K
80,036
-30%
增持
VTV
VANGUARD INDEX FDS
+$629.5K
25,302
+11%
增持
DSI
ISHARES TR
+$621.2K
10,213
+169%
减持
—
EXXON MOBIL CORP
-$620.4K
27,733
-4%
增持
TRV
TRAVELERS COMPANIES INC
+$609.4K
9,301
+31%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$602.5K
33,475
+14%
增持
CVS
CVS HEALTH CORP
+$600.2K
31,881
+16%
增持
UJAN
INNOVATOR ETFS TR
+$598.3K
25,849
+189%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$597.1K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$588.1K
98,178
+4%
增持
NFE
NEW FORTRESS ENERGY INC
+$584.1K
57,436
+19%
增持
INCY
INCYTE CORP
+$581.7K
29,440
+34%
建仓
IJS
ISHARES TR
+$575.6K
5,531
建仓
UOCT
INNOVATOR ETFS TR
+$572.7K
17,694
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$567.7K
25,980
+26%
增持
DELL
DELL TECHNOLOGIES INC
+$566.4K
29,040
+21%
增持
CRM
SALESFORCE INC
+$561.1K
3,223
+127%
清仓
ON
ON SEMICONDUCTOR CORP
-$555.5K
0
-100%
清仓
VICI
VICI PPTYS INC
-$535.8K
0
-100%
增持
IAGG
ISHARES TR
+$510.3K
65,485
+16%
建仓
SCHB
SCHWAB STRATEGIC TR
+$490.7K
8,815
增持
GLD
SPDR GOLD TR
+$481.5K
14,049
+9%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$480.4K
27,840
+12%
清仓
SPTS
SPDR SER TR
-$477.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$475.3K
29,554
-35%
减持
VO
VANGUARD INDEX FDS
+$464.4K
24,061
-2%
减持
VB
VANGUARD INDEX FDS
+$461.6K
21,977
-2%
建仓
SPYV
SPDR SER TR
+$457.9K
9,801
减持
USMV
ISHARES TR
-$456.7K
5,578
-55%
减持
SCHP
SCHWAB STRATEGIC TR
-$454.3K
8,683
-52%
增持
BIV
VANGUARD BD INDEX FDS
+$446.2K
92,322
+1%
建仓
SUSC
ISHARES TR
+$443.6K
19,064
建仓
POCT
INNOVATOR ETFS TR
+$440.9K
12,206
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$437.0K
43,581
+35%
增持
IWD
ISHARES TR
+$426.3K
4,687
+104%
减持
ABBV
ABBVIE INC
-$420.6K
8,630
-27%
增持
LQD
ISHARES TR
+$418.2K
10,351
+45%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$416.6K
39,589
+27%
清仓
ICSH
ISHARES TR
-$414.5K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$412.5K
6,488
+10%
增持
IBN
ICICI BANK LIMITED
+$408.2K
83,942
+22%
减持
XHLF
BONDBLOXX ETF TRUST
-$403.8K
4,317
-65%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$402.3K
55,870
+43%
增持
IJH
ISHARES TR
+$402.0K
9,814
+6%
建仓
USEP
INNOVATOR ETFS TR
+$400.6K
12,791
增持
MCK
MCKESSON CORP
+$397.6K
5,033
+13%
清仓
NPWR
NET POWER INC
-$396.5K
0
-100%
减持
SUB
ISHARES TR
-$392.0K
8,074
-33%
建仓
ICVT
ISHARES TR
+$388.8K
4,936
减持
HDV
ISHARES TR
-$388.5K
2,987
-57%
减持
DIS
DISNEY WALT CO
+$388.5K
23,257
-0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$387.7K
35,767
-16%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$385.2K
0
-100%
增持
IXUS
ISHARES TR
+$384.8K
40,397
+8%
建仓
IWY
ISHARES TR
+$384.2K
2,187
增持
EMB
ISHARES TR
+$380.6K
14,654
+31%
建仓
ADSK
AUTODESK INC
+$377.4K
1,550
增持
—
MEDTRONIC PLC
+$371.2K
12,228
+51%
建仓
PJUL
INNOVATOR ETFS TR
+$370.2K
10,230
增持
SOXX
ISHARES TR
+$368.5K
1,593
+37%
增持
AMGN
AMGEN INC
+$368.2K
5,322
+23%
减持
JPM
JPMORGAN CHASE & CO
+$365.2K
23,666
-54%
减持
TFX
TELEFLEX INCORPORATED
+$363.8K
7,036
-1%
清仓
NNN
NNN REIT INC
-$363.4K
0
-100%
减持
TIP
ISHARES TR
-$357.1K
2,919
-55%
建仓
EJAN
INNOVATOR ETFS TR
+$355.5K
12,401
建仓
PNOV
INNOVATOR ETFS TR
+$353.4K
10,260
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$342.4K
13,738
-8%
减持
SPYM
SPDR SER TR
+$341.1K
171,455
-7%
清仓
IYK
ISHARES TR
-$335.0K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$334.9K
58,842
+0%
清仓
FLJH
FRANKLIN TEMPLETON ETF TR
-$334.0K
0
-100%
减持
TSLA
TESLA INC
-$330.5K
8,175
-74%
增持
IXN
ISHARES TR
+$327.5K
7,762
+122%
清仓
XLF
SELECT SECTOR SPDR TR
-$324.4K
0
-100%
增持
CTAS
CINTAS CORP
+$322.5K
2,159
+6%
减持
HYD
VANECK ETF TRUST
-$320.2K
13,213
-35%
增持
VNQ
VANGUARD INDEX FDS
+$316.4K
22,194
+2%
减持
CMCSA
COMCAST CORP NEW
-$315.3K
44,189
-13%
减持
V
VISA INC
+$309.3K
12,721
-64%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$306.7K
0
-100%
清仓
BCE
BCE INC
-$302.6K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$300.9K
33,370
+2%
清仓
HTGC
HERCULES CAPITAL INC
-$299.0K
0
-100%
减持
IJR
ISHARES TR
+$297.9K
34,987
-6%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$296.0K
41,561
+30%
清仓
—
SPIRIT RLTY CAP INC NEW
-$295.5K
0
-100%
清仓
CWB
SPDR SER TR
-$292.4K
0
-100%
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$289.7K
11,593
