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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 29
减持 105
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
—
BARNES GROUP INC COM
+$11.3M
294,011
减持
BSV
VANGUARD SHORT-TERM BOND ETF
-$6.2M
12,708
-86%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$4.4M
801,084
+9%
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
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$4.3M
13,940
-80%
增持
NVDA
NVIDIA CORPORATION COM
+$4.2M
8,273
+29%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$3.8M
4,072
-93%
建仓
GDX
VANECK GOLD MINERS ETF
+$3.4M
96,503
建仓
—
ARCH CAP GROUP LTD ORD
+$3.3M
33,303
减持
AAPL
APPLE INC COM
-$3.2M
119,641
-9%
建仓
—
EVEREST GROUP LTD COM
+$3.1M
8,266
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$3.1M
32,417
-67%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$3.0M
7,234
-92%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$2.9M
5,818
-94%
减持
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
-$2.9M
13,873
-91%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$2.8M
18,177
-65%
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$2.8M
62,739
建仓
ULTA
ULTA BEAUTY INC COM
+$2.6M
6,577
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.5M
30,883
+14%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$2.5M
154,092
-8%
建仓
INDA
ISHARES MSCI INDIA ETF
+$2.4M
47,441
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$2.3M
57,645
-21%
建仓
XBI
SPDR S&P BIOTECH ETF
+$2.3M
25,974
减持
DELL
DELL TECHNOLOGIES INC CL C
-$2.2M
274
-99%
减持
NFE
NEW FORTRESS ENERGY INC COM CL A
-$2.2M
347
-99%
减持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
-$2.1M
6,433
-66%
减持
COWZ
PACER US CASH COWS 100 ETF
-$2.0M
5,386
-88%
减持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$1.9M
474
-98%
减持
AMZN
AMAZON COM INC COM
+$1.9M
68,124
-6%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$1.9M
126,128
-26%
清仓
REM
ISHARES TR
-$1.8M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.8M
7,654
-44%
减持
CF
CF INDS HLDGS INC COM
-$1.7M
337
-98%
减持
TRV
TRAVELERS COMPANIES INC COM
-$1.7M
260
-97%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$1.6M
2,370
-89%
减持
BKNG
BOOKING HOLDINGS INC COM
-$1.6M
114
-80%
减持
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$1.6M
366
-98%
减持
HUM
HUMANA INC COM
-$1.5M
128
-96%
减持
MGV
VANGUARD MEGA CAP VALUE ETF
-$1.5M
3,323
-81%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.5M
14,893
-48%
减持
META
META PLATFORMS INC CL A
-$1.5M
4,233
-57%
增持
VLO
VALERO ENERGY CORP COM
+$1.4M
21,048
+40%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$1.4M
118,319
+45%
建仓
—
CYBERARK SOFTWARE LTD SHS
+$1.4M
5,921
减持
CMCSA
COMCAST CORP NEW CL A
-$1.3M
15,392
-65%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$1.3M
3,759
-60%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$1.3M
1,175
-94%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$1.3M
298
-99%
建仓
URA
GLOBAL X URANIUM ETF
+$1.3M
40,640
增持
JCPB
JPMORGAN CORE PLUS BOND ETF JPMORGAN CORE PLUS BOND FUND
+$1.2M
399,906
+10%
增持
VV
VANGUARD LARGE-CAP ETF
+$1.2M
38,367
+5%
增持
OEF
ISHARES S&P 100 ETF
+$1.2M
33,867
+5%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$1.1M
5,425
-82%
增持
MCK
MCKESSON CORP COM
+$1.1M
6,236
+24%
增持
WMB
WILLIAMS COS INC COM
+$1.1M
62,568
+58%
减持
VOO
VANGUARD S&P 500 ETF
-$1.1M
7,852
-29%
增持
HIG
HARTFORD FINL SVCS GROUP INC COM
+$1.1M
32,749
+18%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$1.0M
44,492
+71%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$996.9K
1,419
-86%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$995.0K
90,791
+3%
减持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$992.6K
81,624
-12%
减持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF
-$970.7K
7,360
-69%
增持
INCY
INCYTE CORP COM
+$956.4K
52,428
+78%
减持
SCHW
SCHWAB CHARLES CORP COM
-$955.2K
7,886
-65%
减持
TDSB
CABANA TARGET BETA ETF
-$951.0K
45,779
-49%
减持
CAT
CATERPILLAR INC COM
-$932.3K
1,014
-77%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$903.3K
9,063
-34%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$896.0K
9,947
-79%
建仓
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
+$878.1K
34,600
减持
DDOG
DATADOG INC CL A COM
-$873.0K
14,900
-30%
增持
ABBV
ABBVIE INC COM
+$866.2K
13,737
+59%
减持
AMLP
ALERIAN MLP ETF
-$856.9K
32,191
-42%
减持
KVUE
KENVUE INC COM
-$853.3K
760
-98%
减持
SBUX
STARBUCKS CORP COM
-$841.9K
6,907
-51%
减持
ADBE
ADOBE INC COM
-$837.7K
3,583
-17%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$829.0K
65,416
+50%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$819.2K
3,499
-57%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$809.0K
76,591
+11%
减持
GILD
GILEAD SCIENCES INC COM
-$804.8K
5,097
-64%
减持
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
+$793.8K
76,502
-1%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$789.0K
31,490
+37%
减持
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$783.5K
612
-96%
建仓
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
+$780.7K
13,115
增持
—
EATON CORP PLC SHS
+$779.2K
5,285
+30%
减持
PM
PHILIP MORRIS INTL INC COM
-$776.5K
10,493
-46%
减持
KMX
CARMAX INC COM
-$767.9K
2,685
-79%
减持
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$762.7K
10,001
-62%
减持
ELV
ELEVANCE HEALTH INC COM
-$755.5K
538
-76%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$739.1K
30,246
-32%
减持
EQIX
EQUINIX INC COM
-$738.4K
52
-95%
减持
FIS
FIDELITY NATL INFORMATION SVCS COM
-$732.9K
2,990
-81%
减持
WFC
WELLS FARGO CO NEW COM
-$725.5K
14,978
-55%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH
-$719.8K
1,203
-86%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$713.5K
59,658
+18%
减持
AGNC
AGNC INVT CORP COM
-$691.5K
281,879
-19%
减持
HYD
VANECK HIGH YIELD MUNI ETF
-$674.1K
157
-99%
减持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
-$667.0K
24,579
-31%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$660.6K
19,012
+116%
减持
JPM
JPMORGAN CHASE & CO COM
-$653.2K
17,077
-28%
减持
VTV
VANGUARD VALUE ETF
-$652.1K
19,451
-23%
减持
VO
VANGUARD MID-CAP ETF
-$648.6K
20,168
-16%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$638.0K
3,038
-60%
减持
V
VISA INC COM CL A
-$638.0K
9,600
-25%
减持
BDX
BECTON DICKINSON & CO COM
-$637.0K
184
-93%
减持
CSCO
CISCO SYS INC COM
-$635.8K
11,048
-52%
减持
NVS
NOVARTIS AG SPONSORED ADR
-$633.6K
1,046
-86%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$617.8K
164,181
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
-$591.9K
15,806
-15%
减持
SNY
SANOFI SPONSORED ADR
-$581.2K
1,069
-92%
增持
COST
COSTCO WHSL CORP NEW COM
+$578.8K
4,281
+3%
减持
UJAN
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
-$574.9K
8,718
-66%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$574.1K
6,577
+80%
建仓
BX
BLACKSTONE INC COM
+$565.6K
4,597
减持
ADI
ANALOG DEVICES INC COM
-$560.9K
364
-89%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$560.0K
3,391
-22%
减持
SPY
SPDR S&P 500 ETF TRUST
-$535.2K
5,779
-22%
减持
EBAY
EBAY INC. COM
-$530.1K
1,106
-92%
减持
GD
GENERAL DYNAMICS CORP COM
-$529.3K
209
-91%
减持
—
MEDTRONIC PLC SHS
-$525.9K
5,821
-52%
增持
TSLA
TESLA INC COM
-$521.0K
8,790
+8%
减持
IQV
IQVIA HLDGS INC COM
-$519.0K
1,489
-60%
减持
QCOM
QUALCOMM INC COM
-$518.7K
3,109
-58%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$518.1K
36,175
+8%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$517.1K
33,826
+12%
减持
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
-$512.7K
80
-100%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$509.0K
34,166
-29%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$500.4K
694
-66%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$494.7K
4,919
-51%
减持
MSFT
MICROSOFT CORP COM
-$476.1K
40,123
-11%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$474.8K
51,389
+30%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$472.5K
623
-94%
建仓
COF
CAPITAL ONE FINL CORP COM
+$471.6K
3,310
减持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
-$471.2K
9,396
-36%
减持
FNDA
SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
-$466.8K
743
-92%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$465.8K
1,088
-80%
减持
APD
AIR PRODS & CHEMS INC COM
-$463.1K
1,936
-44%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$459.7K
30,431
-13%
增持
ABT
ABBOTT LABS COM
+$457.2K
10,875
+76%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$454.6K
19,845
-31%
减持
OMC
OMNICOM GROUP INC COM
-$449.2K
3,629
-61%
减持
ARCC
ARES CAPITAL CORP COM
-$443.2K
692
-97%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$441.1K
1,521
-58%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$431.5K
535
-95%
减持
FISV
FISERV INC COM
-$428.6K
956
-78%
减持
MA
MASTERCARD INCORPORATED CL A
-$427.4K
4,428
-23%
减持
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
-$424.3K
1,102
-94%
减持
ENB
ENBRIDGE INC COM
-$420.3K
12,834
-49%
减持
PFE
PFIZER INC COM
-$412.9K
24,825
-36%
清仓
IGIB
ISHARES TR
-$407.0K
0
-100%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$402.7K
25,579
+22%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$400.8K
6,822
-58%
