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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 79
减持 32
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
CRDT
SIMPLIFY EXCHANGE TRADED FUN
+$10.0M
423,609
增持
AAPL
APPLE INC
+$8.4M
145,461
+4%
建仓
FEOE
RBB FUND TRUST
+$7.4M
159,819
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 GRP FIXED INCM ETF T
+$4.7M
912,966
+23%
增持
PYLD
PIMCO ETF TR
+$4.3M
926,235
+20%
建仓
JBBB
JANUS DETROIT STR TR
+$4.1M
85,642
建仓
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$4.1M
81,924
清仓
CI
THE CIGNA GROUP
-$4.0M
0
-100%
增持
FISV
FISERV INC
+$3.3M
27,471
+2051%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
98,668
+3%
增持
NEM
NEWMONT CORP
+$3.0M
92,320
+12%
增持
VOO
VANGUARD INDEX FDS
+$2.8M
21,131
+18%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
79,256
+3%
清仓
—
CYBERARK SOFTWARE LTD
-$2.6M
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$2.5M
24,395
+94%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.5M
603,539
+8%
减持
SPYM
SPDR SERIES TRUST
-$2.5M
88,138
-32%
增持
GOOGL
ALPHABET INC
+$2.3M
32,348
+3%
增持
ETR
ENTERGY CORP NEW
+$2.2M
31,422
+236%
增持
VXF
VANGUARD INDEX FDS
+$2.1M
103,237
+2%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$2.1M
153,885
减持
BIL
SPDR SERIES TRUST
-$1.7M
38,638
-33%
增持
TSLA
TESLA INC
+$1.7M
8,901
+24%
增持
GDX
VANECK ETF TRUST
+$1.6M
64,850
+2%
建仓
—
NVENT ELECTRIC PLC
+$1.6M
16,528
减持
—
IREN LIMITED
+$1.6M
71,831
-41%
增持
INCY
INCYTE CORP
+$1.6M
73,825
+8%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.5M
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.4M
137,854
+20%
建仓
ARTY
ISHARES TR
+$1.3M
28,895
增持
ULTA
ULTA BEAUTY INC
+$1.3M
11,260
+8%
增持
OEF
ISHARES TR
+$1.3M
38,120
+2%
减持
QQQ
INVESCO QQQ TR
+$1.3M
26,314
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
117,001
+22%
减持
ORCL
ORACLE CORP
+$1.2M
26,280
-7%
增持
AMLP
ALPS ETF TR
+$1.2M
82,209
+51%
增持
GOOG
ALPHABET INC
+$1.2M
17,412
+1%
清仓
OKE
ONEOK INC NEW
-$1.2M
0
-100%
减持
IXUS
ISHARES TR
-$1.1M
7,431
-67%
建仓
COPX
GLOBAL X FDS
+$1.1M
18,072
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.1M
48,965
+76%
减持
V
VISA INC
-$1.1M
6,211
-31%
减持
NOW
SERVICENOW INC
-$1.0M
286
-77%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$1.0M
40,003
+9%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.0M
105,250
+36%
增持
CVS
CVS HEALTH CORP
+$1.0M
76,148
+11%
增持
—
MEDTRONIC PLC
+$990.3K
24,974
+57%
增持
AVGO
BROADCOM INC
+$984.6K
13,465
+7%
增持
WMT
WALMART INC
+$897.3K
69,950
+8%
增持
QUS
SPDR SERIES TRUST
+$882.6K
79,477
+2%
减持
PKE
PARK AEROSPACE CORP
-$875.1K
21,272
-76%
增持
SPY
SPDR S&P 500 ETF TR
+$870.5K
7,794
+11%
增持
VV
VANGUARD INDEX FDS
+$869.6K
37,015
+0%
清仓
SPGI
S&P GLOBAL INC
-$847.4K
0
-100%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$818.2K
22,300
增持
HUM
HUMANA INC
+$785.6K
18,405
+12%
增持
GLD
SPDR GOLD TR
+$778.7K
11,947
+5%
增持
CVX
CHEVRON CORP NEW
+$752.7K
21,203
+20%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$752.7K
45,011
+86%
减持
TIPX
SPDR SERIES TRUST
-$746.3K
266,826
-13%
建仓
ZAUG
INNOVATOR ETFS TRUST
+$698.7K
26,405
增持
VB
VANGUARD INDEX FDS
+$698.2K
26,516
+4%
增持
IEFA
ISHARES TR
+$687.9K
108,251
+3%
减持
IEF
ISHARES TR
-$670.0K
6,550
-52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$668.6K
10,345
+11%
减持
IJR
ISHARES TR
-$668.4K
18,022
-30%
增持
—
EVEREST GROUP LTD
+$634.1K
14,756
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$630.6K
18,635
+3%
减持
ABBV
ABBVIE INC
+$625.9K
13,771
-0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$622.8K
44,425
+3%
增持
AMZN
AMAZON COM INC
+$614.2K
73,567
+4%
减持
IVV
ISHARES TR
+$603.2K
13,467
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$591.1K
1,629
-61%
增持
CAT
CATERPILLAR INC
+$575.0K
2,607
+51%
减持
MSFT
MICROSOFT CORP
+$541.7K
44,661
-2%
增持
IWM
ISHARES TR
+$541.5K
15,946
+4%
减持
—
TRANE TECHNOLOGIES PLC
-$534.2K
1,845
-39%
增持
ES
EVERSOURCE ENERGY
+$530.6K
10,883
+184%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$526.1K
17,471
建仓
SLV
ISHARES SILVER TR
+$524.0K
12,367
增持
BND
VANGUARD BD INDEX FDS
+$522.9K
183,891
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$519.4K
7,830
+17%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$519.2K
98,337
+28%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$518.8K
90,018
+9%
减持
TMUS
T-MOBILE US INC
-$514.1K
6,191
-26%
增持
COST
COSTCO WHSL CORP NEW
+$510.7K
7,073
+16%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$508.2K
5,257
建仓
PTC
PTC INC
+$503.5K
2,480
增持
SPYG
SPDR SERIES TRUST
+$491.8K
43,018
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$480.0K
12,425
+39%
增持
VO
VANGUARD INDEX FDS
+$475.2K
22,589
+3%
建仓
INTC
INTEL CORP
+$466.4K
13,902
建仓
UNP
UNION PAC CORP
+$466.4K
1,973
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$456.3K
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$451.0K
100,279
+11%
增持
META
META PLATFORMS INC
+$427.5K
6,074
+11%
建仓
PLD
PROLOGIS INC.
+$422.4K
3,688
增持
SPDW
SPDR INDEX SHS FDS
+$401.9K
166,622
+0%
增持
TEM
TEMPUS AI INC
+$401.9K
18,679
+7%
建仓
XBI
SPDR SERIES TRUST
+$398.2K
3,974
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$383.9K
893,821
-5%
减持
PEP
PEPSICO INC
-$381.4K
2,780
-52%
减持
AVDV
AMERICAN CENTY ETF TR
+$369.3K
38,547
-0%
建仓
IBB
ISHARES TR
+$367.0K
2,542
增持
IEMG
ISHARES INC
+$366.8K
40,305
+6%
减持
PH
PARKER-HANNIFIN CORP
-$361.3K
676
-46%
增持
JNJ
JOHNSON & JOHNSON
+$360.9K
9,863
+3%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$356.2K
69,941
+9%
增持
—
LINDE PLC
+$356.2K
3,235
+29%
减持
IJH
ISHARES TR
-$349.8K
33,619
-18%
减持
CME
CME GROUP INC
-$349.1K
1,458
-46%
增持
SHYG
ISHARES TR
+$346.4K
60,201
+15%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$344.7K
113,695
+1%
建仓
SRLN
SSGA ACTIVE ETF TR
+$339.8K
8,172
增持
KO
COCA COLA CO
+$337.6K
18,046
+49%
清仓
EFG
ISHARES TR
-$334.4K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$330.7K
3,376
增持
CSCO
CISCO SYS INC
+$325.9K
14,851
+49%
减持
LLY
ELI LILLY & CO
-$322.5K
1,799
-17%
减持
PWR
QUANTA SVCS INC
-$320.0K
1,993
-34%
减持
CCJ
CAMECO CORP
+$319.4K
41,430
-3%
建仓
ETHA
ISHARES ETHEREUM TR
+$305.1K
9,684
清仓
MINT
PIMCO ETF TR
-$301.1K
0
-100%
减持
WTRG
ESSENTIAL UTILS INC
-$297.5K
8,715
-50%
减持
VUG
VANGUARD INDEX FDS
+$296.1K
7,217
-0%
增持
NEE
NEXTERA ENERGY INC
+$295.4K
16,753
+20%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$295.2K
74,295
-8%
清仓
ULST
SSGA ACTIVE ETF TR
-$291.3K
0
-100%
建仓
KKR
KKR & CO INC
+$286.9K
2,208
增持
—
EATON CORP PLC
+$282.5K
9,874
+3%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$273.6K
1,159
增持
FTV
FORTIVE CORP
+$270.4K
13,810
+77%
清仓
MSTR
MICROSTRATEGY INC
-$267.6K
0
-100%
清仓
DOW
DOW INC
-$266.1K
0
-100%
清仓
SGOV
ISHARES TR
-$265.6K
0
-100%
减持
STIP
ISHARES TR
-$263.0K
2,291
-53%
增持
—
EXXON MOBIL CORP
+$259.8K
26,116
+5%
增持
PG
PROCTER AND GAMBLE CO
+$251.2K
12,003
+20%
建仓
—
ACCENTURE PLC IRELAND
+$249.1K
1,010
增持
WELL
WELLTOWER INC
+$243.7K
5,932
+12%
增持
IWR
ISHARES TR
+$243.0K
19,546
+9%
减持
UNH
UNITEDHEALTH GROUP INC
-$240.3K
3,020
-27%
增持
BIV
VANGUARD BD INDEX FDS
+$238.4K
93,072
+2%
增持
C
CITIGROUP INC
+$238.4K
7,651
+21%
清仓
FSK
FS KKR CAP CORP
-$237.3K
0
-100%
增持
IDA
IDACORP INC
+$236.8K
7,090
+17%
增持
MGK
VANGUARD WORLD FD
+$236.8K
5,218
+3%
增持
CRM
SALESFORCE INC
-$236.1K
22,224
+10%
增持
HD
HOME DEPOT INC
+$233.8K
5,967
+0%
清仓
GPC
GENUINE PARTS CO
-$232.1K
0
-100%
