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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 71
减持 34
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
WMT
WALMART INC
+$34.9M
345,876
+375%
清仓
INCY
INCYTE CORP COM
-$7.3M
0
-100%
减持
CRM
SALESFORCE INC
-$5.5M
7,140
-72%
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
MSFT
MICROSOFT CORP
-$5.3M
53,285
+3%
增持
MU
MICRON TECHNOLOGY INC
+$4.1M
32,083
+36%
减持
ORCL
ORACLE CORP
-$4.0M
9,196
-66%
增持
BIL
SPDR SERIES TRUST
+$3.7M
78,404
+108%
建仓
FSLR
FIRST SOLAR INC
+$3.0M
14,984
减持
—
EATON CORP PLC
-$2.6M
1,531
-84%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.4M
79,031
+143%
建仓
LSTR
LANDSTAR SYS INC
+$2.3M
14,412
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.3M
713,740
+8%
增持
PYLD
PIMCO ETF TR
+$2.1M
1,172,812
+9%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.9M
1,108,814
+8%
减持
GDX
VANECK ETF TRUST
-$1.7M
31,953
-41%
建仓
URI
UNITED RENTALS INC
+$1.7M
2,277
增持
AAPL
APPLE INC
+$1.6M
164,367
+11%
增持
FEOE
RBB FUND TRUST
+$1.4M
214,817
+11%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$1.4M
0
-100%
减持
OEF
ISHARES TR
-$1.4M
37,623
-3%
增持
ETR
ENTERGY CORP NEW
+$1.4M
34,449
+27%
增持
—
MEDTRONIC PLC
+$1.4M
50,157
+61%
增持
CVX
CHEVRON CORPORATION
+$1.3M
23,144
+2%
减持
GOOG
ALPHABET INC
-$1.3M
13,556
-18%
增持
PVAL
PUTNAM ETF TRUST
+$1.3M
40,876
+196%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
84,461
+10%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$1.3M
0
-100%
减持
CCJ
CAMECO CORP
-$1.2M
22,275
-44%
增持
AMLP
ALPS ETF TR
+$1.2M
94,936
+17%
减持
QQQ
INVESCO QQQ TR
-$1.1M
25,238
-1%
清仓
TEM
TEMPUS AI INC CL A
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.0M
71,747
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$998.7K
16,322
+107%
增持
BND
VANGUARD BD INDEX FDS
+$983.6K
205,944
+8%
减持
ULTA
ULTA BEAUTY INC
-$978.7K
11,613
-0%
减持
—
EXXON MOBIL CORP
+$964.4K
21,247
-3%
建仓
XLE
SELECT SECTOR SPDR TR
+$958.2K
15,641
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$931.0K
155,139
+26%
减持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
-$928.2K
26,598
-40%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$925.9K
9,704
增持
CAT
CATERPILLAR INC
+$916.9K
3,864
+22%
减持
LNG
CHENIERE ENERGY INC
+$912.6K
14,675
-12%
清仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$905.9K
0
-100%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$902.1K
155,129
+85%
减持
COST
COSTCO WHOLESALE CORPORATION
+$896.8K
7,195
-1%
增持
GOOGL
ALPHABET INC
-$879.7K
35,463
+0%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$816.8K
22,519
+199%
增持
WMB
WILLIAMS COS INC
+$803.6K
56,135
+3%
减持
TSLA
TESLA INC
-$794.1K
9,504
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$785.1K
6,959
+103%
清仓
ED
CONSOLIDATED EDISON INC COM
-$768.1K
0
-100%
减持
AGNC
AGNC INVT CORP
-$765.4K
169,255
-26%
清仓
NI
NISOURCE INC COM
-$762.2K
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$760.4K
94,030
+34%
建仓
DHR
DANAHER CORP DEL
+$754.4K
3,979
增持
CRDT
SIMPLIFY EXCHANGE TRADED FUN
+$722.7K
431,710
+12%
清仓
LNT
ALLIANT ENERGY CORP COM
-$708.2K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$705.0K
33,295
+55%
增持
IVW
ISHARES TR
+$701.8K
18,172
+65%
减持
META
META PLATFORMS INC
-$681.0K
6,655
-2%
减持
—
IREN LIMITED
-$664.7K
29,965
-33%
建仓
GOVT
ISHARES TR
+$633.6K
27,658
清仓
PFFD
GLOBAL X U.S. PREFERRED ETF
-$620.9K
0
-100%
增持
QCOM
QUALCOMM INC
+$612.1K
12,821
+111%
建仓
OIH
VANECK ETF TRUST
+$607.1K
1,502
减持
JPM
JPMORGAN CHASE & CO
-$604.4K
19,585
-1%
增持
OUNZ
VANECK MERK GOLD ETF
+$590.3K
27,503
+76%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$582.4K
44,256
+30%
增持
SPYG
SPDR SERIES TRUST
+$576.8K
53,900
+22%
增持
EOG
EOG RES INC
+$544.5K
9,303
+22%
减持
ADBE
ADOBE INC
-$515.8K
1,796
-34%
增持
VV
VANGUARD INDEX FDS
-$515.5K
37,105
+1%
增持
SUB
ISHARES TR
+$502.6K
11,885
+66%
建仓
MCO
MOODYS CORP
+$494.7K
1,134
减持
SPYM
SPDR SERIES TRUST
-$485.2K
76,186
-3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$468.9K
151,697
+3%
增持
CVS
CVS HEALTH CORP
-$468.8K
80,736
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$464.1K
10,617
-4%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$460.2K
45,168
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$458.3K
32,872
+40%
建仓
EFG
ISHARES TR
+$439.5K
3,946
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$438.1K
94,356
+5%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$434.0K
685
-58%
建仓
SUSA
ISHARES TR
+$433.1K
3,279
减持
SPDW
SPDR INDEX SHS FDS
-$428.2K
138,090
-9%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$424.6K
73,194
+0%
增持
PG
PROCTER & GAMBLE CO
+$416.3K
15,251
+22%
增持
TIPX
SPDR SERIES TRUST
+$409.8K
306,945
+7%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$407.5K
109,401
-5%
增持
—
LINDE PLC
+$402.0K
3,908
+9%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$396.5K
6,649
-42%
清仓
IGRO
ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
-$396.2K
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$395.7K
30,105
+36%
增持
VTV
VANGUARD INDEX FDS
+$384.6K
27,394
+5%
增持
IEFA
ISHARES TR
+$384.3K
109,337
+3%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$381.4K
39,966
+50%
建仓
CIBR
FIRST TR EXCHANGE-TRADED FD
+$375.0K
5,983
减持
JBBB
JANUS DETROIT STR TR
-$370.9K
39,907
-15%
清仓
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
-$366.3K
0
-100%
清仓
INTU
INTUIT COM
-$359.0K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO COM CL A
-$355.0K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$354.8K
42,440
+10%
清仓
ROP
ROPER TECHNOLOGIES INC COM
-$352.5K
0
-100%
增持
XSVN
BONDBLOXX ETF TRUST
+$345.7K
33,471
+28%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$344.5K
9,419
+32%
增持
IVV
ISHARES TR
-$340.1K
13,589
+1%
建仓
—
ASML HLDG NV
+$338.1K
256
增持
NLR
VANECK ETF TRUST
+$336.6K
4,479
+114%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$332.9K
78,237
+8%
增持
EWY
ISHARES INC
+$332.1K
10,154
+8%
减持
NEM
NEWMONT CORP
+$319.3K
84,410
-4%
增持
AVGO
BROADCOM INC
-$309.9K
14,901
+5%
增持
COF
CAPITAL ONE FINL CORP
-$306.4K
5,618
+2%
减持
V
VISA INC
-$301.2K
6,193
-0%
清仓
SRE
SEMPRA COM
-$297.4K
0
-100%
减持
IEF
ISHARES TR
-$295.1K
2,502
-55%
建仓
CPER
UNITED STS COMMODITY INDEX F
+$289.8K
8,418
减持
KKR
KKR & CO INC
-$289.2K
2,228
-43%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$287.2K
9,886
+0%
建仓
COP
CONOCOPHILLIPS
+$282.0K
2,136
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$281.9K
29,507
+7%
增持
MA
MASTERCARD INCORPORATED
-$275.9K
4,090
+1%
增持
ABT
ABBOTT LABORATORIES
-$274.6K
12,251
+0%
建仓
HON
HONEYWELL INTL INC
+$273.5K
1,210
增持
NVDA
NVIDIA CORPORATION
-$272.6K
110,273
+5%
增持
IBN
ICICI BANK LIMITED
+$271.9K
89,282
+30%
清仓
SLB
SLB LIMITED COM STK
-$263.7K
0
-100%
增持
—
NVENT ELEC PLC
+$263.2K
14,575
+2%
增持
SPTS
SPDR SERIES TRUST
+$259.5K
50,925
+22%
增持
ANET
ARISTA NETWORKS INC
+$252.0K
4,508
+96%
清仓
GIS
GENERAL MILLS INC COM
-$250.1K
0
-100%
建仓
URA
GLOBAL X FDS
+$240.1K
4,957
清仓
IAG
IAMGOLD CORP COM
-$239.9K
0
-100%
清仓
BBH
VANECK BIOTECH ETF
-$238.9K
0
-100%
清仓
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
-$237.7K
0
-100%
减持
SNPS
SYNOPSYS INC
-$237.5K
780
-33%
减持
PWR
QUANTA SVCS INC
+$233.8K
2,041
-3%
增持
MRK
MERCK & CO INC
+$233.5K
9,881
+9%
建仓
LOW
LOWES COS INC
+$232.3K
983
减持
AXP
AMERICAN EXPRESS CO
-$231.8K
3,162
-2%
清仓
CMS
CMS ENERGY CORP COM
-$229.7K
0
-100%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
-$229.5K
44,068
+4%
清仓
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$229.3K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
-$227.3K
2,507
+3%
清仓
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
-$227.1K
0
-100%
建仓
OKE
ONEOK INC NEW
+$226.4K
2,505
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$226.2K
801
清仓
—
SPOTIFY TECHNOLOGY S A SHS
-$223.0K
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC
+$222.5K
3,806
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$222.0K
2,459
-0%
