小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 5
增持 87
减持 55
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
—
EXXON MOBIL CORP COM
+$3.6M
53,638
+145%
增持
NVDA
NVIDIA CORPORATION COM
+$3.3M
86,479
+945%
减持
MCK
MCKESSON CORP COM
-$3.2M
490
-92%
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
AAPL
APPLE INC COM
+$2.8M
118,000
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$2.8M
1,083
-98%
增持
CF
CF INDS HLDGS INC COM
+$2.7M
37,342
+10981%
减持
ULTA
ULTA BEAUTY INC COM
-$2.6M
8
-100%
建仓
MOH
MOLINA HEALTHCARE INC COM
+$2.5M
8,379
增持
PGR
PROGRESSIVE CORP COM
+$2.3M
13,531
+476%
减持
CVS
CVS HEALTH CORP COM
-$2.2M
2,319
-95%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$2.1M
63,435
+10%
增持
MSFT
MICROSOFT CORP COM
+$1.4M
40,128
+0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.3M
31,170
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$1.0M
827,555
+3%
增持
ORCL
ORACLE CORP COM
+$1.0M
20,761
+26%
减持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
-$799.3K
22,159
-25%
清仓
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
-$780.7K
0
-100%
增持
OEF
ISHARES S&P 100 ETF
+$619.3K
34,055
+1%
增持
XBI
SPDR S&P BIOTECH ETF
+$618.1K
31,596
+22%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$599.8K
171,436
+4%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$558.2K
37,930
+12%
增持
AVGO
BROADCOM INC COM
+$544.4K
1,049
+20%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$522.4K
407,471
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$498.2K
2,280
+3519%
增持
INCY
INCYTE CORP COM
+$474.0K
54,090
+3%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$452.6K
127,662
+1%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$447.1K
157,032
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$443.7K
8,394
+7%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$442.7K
29,901
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$417.7K
15,860
+0%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$402.3K
4,429
-33%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$400.7K
126,818
+7%
减持
VV
VANGUARD LARGE-CAP ETF
+$393.6K
38,216
-0%
增持
—
EATON CORP PLC SHS
+$356.4K
6,754
+28%
增持
AMZN
AMAZON COM INC COM
+$337.6K
68,549
+1%
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$325.7K
32,317
-20%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$324.3K
36,821
+2%
增持
ADBE
ADOBE INC COM
+$316.7K
3,683
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$315.4K
72,200
+10%
增持
META
META PLATFORMS INC CL A
+$311.6K
4,609
+9%
增持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$311.0K
6,922
+1194%
增持
COST
COSTCO WHSL CORP NEW COM
+$307.2K
4,285
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$294.6K
6,065
+5%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$293.9K
90,363
-0%
减持
DLR
DIGITAL RLTY TR INC COM
-$292.5K
429
-83%
减持
VB
VANGUARD SMALL-CAP ETF
-$278.0K
21,497
-3%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$275.9K
695
-47%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$263.7K
60,436
+9%
减持
TMUS
T-MOBILE US INC COM
-$258.3K
6,464
-24%
增持
VUG
VANGUARD GROWTH ETF
+$254.3K
6,780
+2%
减持
V
VISA INC COM CL A
-$249.3K
9,238
-4%
减持
WMT
WALMART INC COM
+$248.8K
35,568
-0%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$246.0K
46,498
-6%
增持
INDA
ISHARES MSCI INDIA ETF
+$236.2K
48,094
+1%
减持
DIS
DISNEY WALT CO COM
-$235.4K
20,147
-5%
减持
—
CYBERARK SOFTWARE LTD SHS
+$224.1K
5,873
-1%
建仓
IUSG
ISHARES CORE S&P U.S. GROWTH ETF
+$207.0K
1,624
清仓
SMH
VANECK SEMICONDUCTOR ETF
-$204.1K
0
-100%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$199.7K
7,020
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$196.3K
26,419
-13%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$194.1K
156,611
+6%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$193.6K
58,380
+7%
减持
DDOG
DATADOG INC CL A COM
+$192.3K
14,795
-1%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$189.9K
8,632
+59%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$182.1K
5,518
+2%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$180.4K
3,991
+6%
增持
VTV
VANGUARD VALUE ETF
+$178.1K
20,627
+6%
减持
CVX
CHEVRON CORP NEW COM
-$175.5K
16,280
-1%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$175.3K
79,046
+11%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
+$174.3K
74,336
+5%
减持
WMB
WILLIAMS COS INC COM
+$171.4K
62,302
-0%
增持
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$166.2K
58,075
+13%
减持
ARKK
ARK INNOVATION ETF
-$165.6K
1,751
-68%
增持
ACI
ALBERTSONS COS INC COMMON STOCK
+$162.4K
20,261
+76%
减持
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
+$161.8K
75,755
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$161.7K
14,813
-1%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$159.4K
9,091
+0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$159.1K
46,047
+3%
增持
IBN
ICICI BANK LIMITED ADR
+$158.9K
71,452
+1%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$158.0K
5,258
-22%
减持
MA
MASTERCARD INCORPORATED CL A
-$157.0K
4,216
-5%
减持
LLY
ELI LILLY & CO COM
+$150.2K
1,143
-0%
减持
ABBV
ABBVIE INC COM
+$147.3K
13,705
-0%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$146.5K
55,996
+13%
增持
—
ARCH CAP GROUP LTD ORD
+$144.1K
34,315
+3%
减持
TSLA
TESLA INC COM
+$141.5K
8,354
-5%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$136.6K
774
-31%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$134.3K
84,062
+2%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$130.4K
90,242
+5%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$126.4K
6,586
+6%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$124.0K
3,900
-51%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$123.1K
13,003
-6%
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$120.1K
4,018
+42%
增持
—
EVEREST GROUP LTD COM
+$118.4K
8,566
+4%
增持
GDX
VANECK GOLD MINERS ETF
-$118.1K
97,089
+1%
增持
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
+$117.2K
5,415
+62%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$115.7K
3,380
+2%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$114.4K
86,158
+3%
增持
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
+$114.2K
39,052
+13%
增持
JPM
JPMORGAN CHASE & CO. COM
+$113.9K
17,238
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$113.3K
1,681
+4%
清仓
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
-$111.6K
0
-100%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$111.0K
464
+3469%
增持
HIG
HARTFORD FINL SVCS GROUP INC COM
+$110.5K
34,105
+4%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$106.8K
58,544
-2%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$104.2K
52,724
-2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$103.6K
30,924
-5%
增持
MU
MICRON TECHNOLOGY INC COM
+$103.0K
4,655
+8%
减持
PG
PROCTER AND GAMBLE CO COM
-$102.5K
9,468
-6%
增持
URA
GLOBAL X URANIUM ETF
-$101.0K
41,181
+1%
减持
—
NXP SEMICONDUCTORS N V COM
-$100.8K
2,690
-15%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$98.7K
681
-53%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$98.6K
29,382
+6%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$98.0K
1,672
+112%
减持
EOG
EOG RES INC COM
-$97.2K
20,092
-0%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$96.6K
36,796
-2%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
+$94.0K
13,326
+2%
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$93.8K
3,236
+56%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$93.6K
37,251
+6%
增持
TDVG
T. ROWE PRICE DIVIDEND GROWTH ETF
+$93.5K
21,735
+11%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$93.1K
13,226
+8%
增持
WEC
WEC ENERGY GROUP INC COM
+$92.2K
2,638
+97%
增持
PEP
PEPSICO INC COM
+$91.4K
8,815
+15%
建仓
—
SILA REALTY TRUST INC COMMON STOCK
+$90.4K
4,271
减持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
-$89.4K
28,366
-12%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$89.1K
6,757
-20%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$87.3K
17,041
-6%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$86.7K
76,855
+0%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$83.2K
3,158
-10%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$82.8K
6,989
+2%
增持
VONE
VANGUARD RUSSELL 1000 ETF
+$82.3K
4,163
+5%
建仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$81.8K
1,088
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$81.4K
19,608
+3%
增持
VLO
VALERO ENERGY CORP COM
+$81.2K
21,850
+4%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$79.0K
30,517
+0%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$78.6K
6,384
-36%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$78.3K
1,729
-25%
减持
CTAS
CINTAS CORP COM
-$78.2K
1,851
-6%
减持
SON
SONOCO PRODS CO COM
-$76.9K
2,800
-25%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$76.4K
2,022
+82%
增持
BKNG
BOOKING HOLDINGS INC COM
+$76.1K
128
+12%
减持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
+$75.4K
24,229
-0%
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
-$75.2K
68,709
-2%
增持
KLAC
KLA CORP COM NEW
+$74.3K
465
+7%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$73.7K
5,275
-24%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$72.3K
2,082
+12%
减持
CME
CME GROUP INC COM
-$70.5K
3,014
-3%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-$69.1K
39,021
+0%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$66.4K
801
+60%
减持
LMT
LOCKHEED MARTIN CORP COM
-$66.3K
4,914
-3%
