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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 86
减持 55
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
XBI
SPDR S&P BIOTECH ETF
-$3.1M
1,576
-95%
增持
AAPL
APPLE INC COM
+$2.9M
125,948
+0%
增持
WMT
WALMART INC COM
+$2.5M
62,557
+68%
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
CGCB
CAPITAL GROUP CORE BOND ETF
+$2.3M
138,216
+176%
增持
AMZN
AMAZON COM INC COM
+$1.3M
73,350
+5%
减持
NVDA
NVIDIA CORPORATION COM
-$1.2M
86,464
-1%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$1.0M
7,439
-56%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$929.6K
171,983
-3%
增持
AVGO
BROADCOM INC COM
+$703.1K
10,965
+2%
减持
TSLA
TESLA INC COM
+$679.0K
7,481
-1%
建仓
BLK
BLACKROCK INC COM
+$671.4K
655
减持
MU
MICRON TECHNOLOGY INC COM
-$630.0K
13,367
-24%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$556.2K
55,791
-12%
增持
JPIE
JPMORGAN INCOME ETF
+$549.2K
56,953
+27%
减持
NLR
VANECK URANIUM AND NUCLEAR ETF
-$541.9K
10,821
-33%
增持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$509.2K
46,230
+29%
减持
JCPB
JPMORGAN CORE PLUS BOND ETF
-$485.5K
459,917
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$477.1K
31,788
+1%
减持
PEP
PEPSICO INC COM
-$459.1K
5,753
-29%
增持
—
EXXON MOBIL CORP COM
-$454.4K
59,469
+5%
减持
ORCL
ORACLE CORP COM
-$446.8K
20,491
-1%
减持
AGNC
AGNC INVT CORP COM
-$426.2K
235,235
-14%
减持
IVV
ISHARES CORE S&P 500 ETF
-$419.2K
15,189
-3%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$416.4K
204,282
+4%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$387.8K
1,807
-48%
增持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$381.1K
170,227
+10%
减持
CVX
CHEVRON CORP NEW COM
-$364.4K
16,934
-3%
增持
VOO
VANGUARD S&P 500 ETF
+$351.8K
10,797
+8%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$351.6K
87,059
+1%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$327.4K
3,595
-1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
-$308.8K
7,333
-39%
增持
FANG
DIAMONDBACK ENERGY INC COM
-$297.3K
23,366
+3%
增持
VXF
VANGUARD EXTENDED MARKET ETF
-$286.5K
95,118
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
-$284.9K
900,169
+2%
增持
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
-$273.4K
75,889
+1%
增持
ADBE
ADOBE INC COM
-$272.9K
3,614
+2%
建仓
—
HEARTLAND FINL USA INC COM
+$268.7K
4,383
减持
TFX
TELEFLEX INCORPORATED COM
-$265.5K
6,050
-14%
增持
—
CYBERARK SOFTWARE LTD SHS
+$265.3K
7,871
+1%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$257.7K
127,445
-2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$251.7K
16,222
+1%
增持
HUM
HUMANA INC COM
-$250.9K
14,202
+4%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$249.4K
30,400
+1%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$243.0K
14,054
+34%
清仓
UDEC
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
-$238.4K
0
-100%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$233.9K
29,327
+10%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$231.4K
86,778
+9%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$231.1K
130,728
+10%
减持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$228.7K
2,832
-38%
增持
LMT
LOCKHEED MARTIN CORP COM
-$227.7K
4,984
+1%
增持
VB
VANGUARD SMALL-CAP ETF
+$227.2K
23,764
+8%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$216.6K
86,418
+4%
增持
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$216.2K
52,399
+13%
增持
TDVG
T. ROWE PRICE DIVIDEND GROWTH ETF
+$216.0K
36,586
+22%
减持
GDX
VANECK GOLD MINERS ETF
-$213.9K
87,307
-2%
增持
URA
GLOBAL X URANIUM ETF
+$212.6K
8,696
+1202%
减持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
-$210.8K
36,515
-6%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$207.1K
10,872
+28%
减持
WMB
WILLIAMS COS INC COM
-$206.0K
61,426
-3%
增持
CTAS
CINTAS CORP COM
-$204.9K
6,806
+2%
增持
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
+$200.1K
24,345
+94%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$197.0K
247,330
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$193.5K
31,156
+0%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$190.1K
12,696
+98%
增持
—
EATON CORP PLC SHS
-$189.3K
6,445
+0%
增持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$178.4K
22,214
+17%
增持
VO
VANGUARD MID-CAP ETF
-$176.0K
20,707
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$175.0K
71,284
+2%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$173.9K
2,764
-24%
减持
SLB
SCHLUMBERGER LTD COM STK
-$172.8K
5,944
-36%
增持
DDOG
DATADOG INC CL A COM
+$171.8K
14,875
+0%
增持
AMGN
AMGEN INC COM
-$171.7K
5,154
+1%
建仓
IYE
ISHARES U.S. ENERGY ETF
+$168.6K
3,700
增持
CF
CF INDS HLDGS INC COM
+$168.1K
43,712
+5%
减持
SPY
SPDR S&P 500 ETF TRUST
-$157.8K
6,775
-3%
增持
MSFT
MICROSOFT CORP COM
-$150.3K
43,823
+0%
增持
VTV
VANGUARD VALUE ETF
-$149.0K
22,453
+0%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$140.5K
31,150
+6%
增持
—
EVEREST GROUP LTD COM
+$140.2K
9,945
+5%
减持
JNJ
JOHNSON & JOHNSON COM
-$139.2K
7,594
-7%
建仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$138.6K
2,420
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$138.2K
28,923
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$136.9K
8,135
-1%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$136.7K
12,927
+0%
增持
VUG
VANGUARD GROWTH ETF
+$133.4K
6,623
+4%
减持
PG
PROCTER AND GAMBLE CO COM
-$133.2K
8,346
-9%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$133.2K
65,674
+5%
增持
ABBV
ABBVIE INC COM
+$132.6K
14,405
+1%
清仓
—
ARISTA NETWORKS INC COM
-$126.2K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$122.7K
1,576
+1%
减持
GM
GENERAL MTRS CO COM
-$118.0K
949
-68%
增持
VV
VANGUARD LARGE-CAP ETF
-$117.1K
37,488
+0%
增持
PGR
PROGRESSIVE CORP COM
-$116.1K
15,732
+4%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$112.0K
45,397
+7%
减持
PDEC
INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
-$110.9K
18,031
-13%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$107.5K
34,412
+17%
减持
ULST
SPDR SSGA ULTRA SHORT TERM BOND ETF
-$107.3K
11,280
-19%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$105.9K
1,004
+37%
增持
—
ARCH CAP GROUP LTD ORD
-$105.2K
39,092
+5%
减持
BEN
FRANKLIN RESOURCES INC COM
-$103.0K
120
-98%
减持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
-$101.7K
67,448
-5%
减持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
-$100.9K
86,524
-6%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$99.9K
45,055
+1%
增持
BDX
BECTON DICKINSON & CO COM
+$99.7K
1,711
+35%
减持
—
LINDE PLC SHS
-$99.4K
2,374
-2%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$99.3K
5,192
-16%
增持
NVO
NOVO-NORDISK A S ADR
-$99.3K
5,362
+1%
增持
REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
-$99.2K
24,179
+1%
减持
NEE
NEXTERA ENERGY INC COM
-$99.0K
13,636
-5%
增持
AXP
AMERICAN EXPRESS CO COM
+$98.1K
3,102
+9%
减持
NNN
NNN REIT INC COM
-$97.5K
488
-83%
增持
NFLX
NETFLIX INC COM
+$97.0K
788
+9%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$94.9K
1,056
-36%
增持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
+$93.5K
10,719
+30%
增持
TMUS
T-MOBILE US INC COM
-$93.1K
6,069
+1%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$92.6K
24,734
+1%
减持
COWZ
PACER US CASH COWS 100 ETF
-$92.5K
10,617
-9%
减持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$92.2K
33,454
-8%
减持
SCHP
SCHWAB US TIPS ETF
-$92.1K
13,022
-21%
增持
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
-$91.6K
85,018
+2%
增持
HIG
HARTFORD FINL SVCS GROUP INC COM
-$91.6K
37,286
+4%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$90.1K
11,429
+15%
增持
DIS
DISNEY WALT CO COM
+$88.6K
18,013
+3%
减持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$87.5K
2,202
-1%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$86.6K
38,759
+1%
增持
HCA
HCA HEALTHCARE INC COM
-$84.7K
1,920
+0%
增持
EOG
EOG RES INC COM
-$84.3K
7,375
+1%
增持
OEF
ISHARES S&P 100 ETF
+$84.3K
34,597
+0%
减持
PJUN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE
-$83.9K
10,966
-17%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$83.7K
6,678
+101%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$83.6K
20,911
+5%
建仓
ZOCT
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER
+$83.4K
3,301
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$81.9K
100,002
+1%
减持
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
-$79.6K
11,188
-20%
减持
CLSM
CABANA TARGET LEADING SECTOR MODERATE ETF
-$77.3K
11,785
-19%
减持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$76.1K
2,260
-24%
增持
CSX
CSX CORP COM
-$76.0K
25,534
+1%
建仓
ZNOV
INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER
+$76.0K
3,027
增持
PH
PARKER-HANNIFIN CORP COM
-$75.5K
1,282
+0%
增持
CRM
SALESFORCE INC COM
+$75.4K
3,871
+5%
减持
TIPX
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
-$75.3K
284,131
-1%
减持
MCK
MCKESSON CORP COM
-$74.4K
316
-24%
增持
CAT
CATERPILLAR INC COM
+$73.4K
1,443
+24%
减持
PLD
PROLOGIS INC. COM
-$73.3K
1,802
-22%
减持
MSTR
MICROSTRATEGY INC CL A NEW
-$72.7K
620
-19%
减持
SBUX
STARBUCKS CORP COM
-$72.4K
8,646
-0%
减持
BDEC
INNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
-$72.2K
325
-84%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$71.1K
6,875
+8%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$70.3K
1,078
+48%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$69.2K
626
