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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 91
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PYLD
PIMCO ETF TR
+$16.2M
613,791
+103406%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$13.9M
664,244
+381%
减持
TLT
ISHARES TR
-$13.7M
14,623
-91%
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。
清仓
—
BARNES GROUP INC COM
-$13.2M
0
-100%
减持
AVUV
AMERICAN CENTY ETF TR
-$7.8M
6,410
-93%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.5M
9
+800%
增持
INCY
INCYTE CORP
+$3.7M
62,088
+11127%
减持
—
ARCH CAP GROUP LTD
-$3.6M
552
-99%
减持
AMZN
AMAZON COM INC
-$3.0M
68,851
-6%
减持
INDA
ISHARES TR
-$2.4M
702
-99%
减持
MSFT
MICROSOFT CORP
-$2.2M
43,275
-1%
增持
AAPL
APPLE INC
-$2.1M
132,387
+5%
减持
DDOG
DATADOG INC
-$2.1M
68
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.0M
493,146
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$2.0M
936
-81%
增持
NVDA
NVIDIA CORPORATION
-$1.8M
90,640
+5%
减持
CECO
CECO ENVIRONMENTAL CORP
-$1.7M
74,886
-33%
增持
CACI
CACI INTL INC
+$1.4M
3,908
+55729%
增持
VXF
VANGUARD INDEX FDS
-$1.4M
96,660
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
9,445
+16%
减持
EMR
EMERSON ELEC CO
-$1.3M
770
-93%
减持
TSLA
TESLA INC
-$1.3M
6,635
-11%
减持
GOOGL
ALPHABET INC
-$1.2M
31,181
-2%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.2M
8,412
-86%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
23,444
+160%
增持
VOO
VANGUARD INDEX FDS
+$992.7K
13,252
+23%
增持
—
MEDTRONIC PLC
+$959.4K
16,721
+146%
增持
QQQ
INVESCO QQQ TR
-$921.9K
31,177
+3%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$918.3K
76,330
+34%
增持
—
EXXON MOBIL CORP
+$901.1K
61,366
+3%
增持
PGR
PROGRESSIVE CORP
+$818.1K
16,210
+3%
增持
IEFA
ISHARES TR
+$779.7K
103,210
+3%
增持
VTI
VANGUARD INDEX FDS
-$761.9K
72,394
+2%
减持
PKE
PARK AEROSPACE CORP
-$754.9K
88,544
-33%
增持
LNG
CHENIERE ENERGY INC
+$742.0K
15,201
+18%
增持
FLG
FLAGSTAR FINANCIAL INC
+$724.5K
62,629
+18001%
增持
MOH
MOLINA HEALTHCARE INC
+$702.9K
11,128
+9%
减持
VXUS
VANGUARD STAR FDS
-$692.5K
41,792
-25%
增持
SCHD
SCHWAB STRATEGIC TR
+$691.1K
266,385
+8%
增持
COST
COSTCO WHSL CORP NEW
+$675.4K
4,931
+13%
减持
OEF
ISHARES TR
-$664.0K
34,447
-0%
减持
IVV
ISHARES TR
-$641.5K
14,771
-3%
增持
AVGO
BROADCOM INC
-$610.7K
11,536
+5%
减持
VV
VANGUARD INDEX FDS
-$588.8K
37,045
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$587.8K
907,062
+1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$582.3K
57,615
+25%
增持
—
EATON CORP PLC
+$563.9K
9,943
+54%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$553.9K
37,445
+0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$546.8K
64,414
+23%
增持
T
AT&T INC
+$539.3K
48,376
+33%
减持
TFX
TELEFLEX INCORPORATED
-$519.5K
4,033
-33%
增持
BND
VANGUARD BD INDEX FDS
+$506.4K
206,893
+1%
减持
—
IREN LIMITED
-$504.2K
8,599
-85%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$492.5K
95,990
+11%
增持
CVX
CHEVRON CORP NEW
+$464.3K
17,437
+3%
增持
ABBV
ABBVIE INC
+$463.0K
14,428
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$446.3K
90,171
+4%
减持
PFEB
INNOVATOR ETFS TRUST
-$412.9K
18,749
-36%
增持
AMGN
AMGEN INC
+$412.3K
5,635
+9%
减持
IXUS
ISHARES TR
-$403.0K
28,822
-21%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$395.7K
20,730
-32%
增持
SPYM
SPDR SER TR
-$378.5K
127,852
+0%
增持
DBEF
DBX ETF TR
+$370.1K
46,512
+17%
增持
LLY
ELI LILLY & CO
+$360.9K
1,927
+21%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$355.9K
31,062
+40%
减持
IJR
ISHARES TR
-$350.8K
30,974
-1%
增持
TMUS
T-MOBILE US INC
+$350.3K
6,336
+4%
减持
—
CYBERARK SOFTWARE LTD
-$345.5K
6,736
-14%
增持
QUS
SPDR SER TR
+$341.3K
77,176
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$336.4K
33,511
+13%
减持
SPYG
SPDR SER TR
-$328.2K
36,915
-2%
减持
V
VISA INC
+$316.5K
9,341
-0%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$315.8K
120,531
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$313.4K
168,174
-1%
增持
VTV
VANGUARD INDEX FDS
+$307.4K
23,786
+6%
减持
GLD
SPDR GOLD TR
+$303.0K
12,327
-8%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$297.3K
19,695
+97%
减持
IWM
ISHARES TR
-$294.4K
12,843
-1%
增持
SPHY
SPDR SER TR
+$288.3K
46,796
+36%
减持
GDX
VANECK ETF TRUST
+$286.8K
70,642
-19%
减持
PM
PHILIP MORRIS INTL INC
+$279.3K
10,327
-9%
减持
IJH
ISHARES TR
-$276.2K
43,379
-4%
增持
ABT
ABBOTT LABS
+$270.6K
12,806
+1%
清仓
—
HEARTLAND FINL USA INC COM
-$268.7K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$264.2K
19,255
+21%
增持
BALT
INNOVATOR ETFS TRUST
+$260.9K
16,504
+102%
减持
WTRG
ESSENTIAL UTILS INC
-$260.8K
17,320
-33%
减持
CRM
SALESFORCE INC
-$259.9K
3,854
-0%
增持
SPEM
SPDR INDEX SHS FDS
+$254.9K
92,200
+5%
增持
HUM
HUMANA INC
+$252.3K
14,571
+3%
增持
IAGG
ISHARES TR
+$248.3K
89,866
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$247.3K
30,530
-23%
增持
TIPX
SPDR SER TR
+$238.3K
286,185
+1%
增持
AMLP
ALPS ETF TR
+$235.9K
54,390
+1%
减持
DIS
DISNEY WALT CO
-$230.5K
17,987
-0%
减持
AMT
AMERICAN TOWER CORP NEW
+$227.5K
7,045
-1%
减持
ADBE
ADOBE INC
-$224.4K
3,605
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$210.5K
40,881
+5%
增持
REZ
ISHARES TR
+$209.1K
25,088
+4%
增持
VO
VANGUARD INDEX FDS
+$205.0K
21,941
+6%
增持
AGI
ALAMOS GOLD INC NEW
+$203.5K
8,235
+809%
增持
IUSB
ISHARES TR
+$202.2K
68,807
+5%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$198.9K
22,420
+51%
减持
SOXX
ISHARES TR
-$198.4K
5,242
-5%
增持
HDV
ISHARES TR
+$197.2K
6,139
+26%
增持
PMAR
INNOVATOR ETFS TRUST
+$195.2K
18,396
+37%
增持
VB
VANGUARD INDEX FDS
-$192.1K
24,883
+5%
增持
BAC
BANK AMERICA CORP
+$192.0K
22,196
+33%
增持
CCJ
CAMECO CORP
+$187.5K
43,886
+39%
建仓
IVVB
BLACKROCK ETF TRUST II
+$186.3K
6,353
增持
PWR
QUANTA SVCS INC
-$186.2K
3,051
+0%
减持
TDSC
EXCHANGE LISTED FDS TR
-$185.9K
17,630
-31%
增持
TIP
ISHARES TR
+$182.0K
4,036
+61%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$181.4K
6,005
-13%
建仓
ZFEB
INNOVATOR ETFS TRUST
+$180.7K
7,638
减持
POCT
INNOVATOR ETFS TRUST
-$174.9K
7,359
-37%
增持
—
EVEREST GROUP LTD
+$172.9K
10,398
+5%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$172.6K
1,665
+6%
减持
ACI
ALBERTSONS COS INC
-$172.4K
10,254
-49%
增持
CTAS
CINTAS CORP
+$169.6K
6,875
+1%
增持
TJX
TJX COS INC NEW
+$168.5K
6,635
+25%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$167.1K
26,997
-14%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$163.9K
4,335
+62%
增持
MGV
VANGUARD WORLD FD
+$163.3K
4,787
+32%
减持
HD
HOME DEPOT INC
-$162.9K
5,791
-1%
增持
TLH
ISHARES TR
+$158.3K
1,552
+5648%
增持
CMCSA
COMCAST CORP NEW
+$155.9K
23,241
+24%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$155.3K
2,863
+130%
增持
PG
PROCTER AND GAMBLE CO
+$153.1K
9,109
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$151.3K
16,642
+75%
减持
WMB
WILLIAMS COS INC
+$151.0K
58,155
-5%
增持
AGNC
AGNC INVT CORP
+$150.6K
241,871
+3%
增持
VUG
VANGUARD INDEX FDS
-$148.5K
6,931
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$148.0K
7,362
+6%
增持
SPIP
SPDR SER TR
+$142.6K
65,544
+5%
清仓
FPX
FIRST TRUST US EQUITY OPPORTUNITIES ETF
-$141.4K
0
-100%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$140.8K
7,184
+179%
增持
IAG
IAMGOLD CORP
+$140.7K
35,103
+130%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$140.1K
73,414
+1%
建仓
PTRB
PGIM ETF TR
+$140.0K
3,353
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$139.0K
4,165
+2%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$138.9K
1,407
-36%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$138.9K
2,046
-8%
增持
HYG
ISHARES TR
+$138.2K
16,923
+11%
增持
CF
CF INDS HLDGS INC
-$136.4K
45,978
+5%
增持
COWZ
PACER FDS TR
+$132.6K
13,372
+26%
减持
SGOV
ISHARES TR
-$131.5K
2,638
-33%
增持
GOOG
ALPHABET INC
-$128.5K
18,952
+17%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$126.1K
3,628
-2%
减持
ULST
SSGA ACTIVE ETF TR
-$124.9K
8,140
-28%
