CONTINENTAL INVESTORS SERVICES, INC.
LONGVIEW WA · SEC CIK 0000883634
$1.08亿2026Q1 申报市值
81持仓数
52.0%前十大占比 · 第一大 15.1%
13 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ZECP 加仓+$667.47万
ZACKS TRUST 加仓+$394.18万
SMIZ 加仓+$357.20万
VUG 加仓+$260.11万
ZACKS TRUST 加仓+$247.91万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$154.27万
VXUS 减仓-$105.20万
BND 减仓-$97.69万
BNDX 减仓-$46.40万
CGHM 减仓-$39.26万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ZECP | ZACKS TRUST | $1,635.96万 | 15.10% | 447,947 | 182,762 | 68.9% | $667.47万 | 加仓 |
| SMIZ | ZACKS TRUST | $758.52万 | 7.00% | 179,114 | 84,347 | 89.0% | $357.20万 | 加仓 |
| — | ZACKS TRUST | $754.04万 | 6.96% | 258,680 | 135,228 | 109.5% | $394.18万 | 加仓 |
| AGG | ISHARES TR | $694.43万 | 6.41% | 70,105 | 23,484 | 50.4% | $232.62万 | 加仓 |
| TSLA | TESLA INC | $409.89万 | 3.78% | 9,211 | 238 | 2.7% | $10.59万 | 加仓 |
| — | ZACKS TRUST | $326.77万 | 3.02% | 103,260 | 78,339 | 314.3% | $247.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $308.77万 | 2.85% | 7,069 | 5,955 | 534.6% | $260.11万 | 加仓 |
| AAPL | APPLE INC | $282.43万 | 2.61% | 9,650 | 1,593 | 19.8% | $46.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $244.62万 | 2.26% | 11,148 | 3,524 | 46.2% | $77.33万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $221.13万 | 2.04% | 47,145 | 21,755 | 85.7% | $102.04万 | 加仓 |
| GOOGL | ALPHABET INC | $210.01万 | 1.94% | 5,404 | 129 | 2.4% | $5.01万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $203.14万 | 1.88% | 34,798 | 13,815 | 65.8% | $80.65万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $200.37万 | 1.85% | 24,079 | -100 | -0.4% | -$8,321 | 减仓 |
| IVV | ISHARES TR | $199.05万 | 1.84% | 2,680 | 70 | 2.7% | $5.20万 | 加仓 |
| AMZN | AMAZON COM INC | $197.14万 | 1.82% | 7,329 | 2,005 | 37.7% | $53.93万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $190.67万 | 1.76% | 51,875 | 13,769 | 36.1% | $50.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $190.00万 | 1.75% | 4,604 | 1,018 | 28.4% | $42.01万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $189.55万 | 1.75% | 56,505 | 26,902 | 90.9% | $90.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $168.26万 | 1.55% | 4,632 | -4,247 | -47.8% | -$154.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $162.61万 | 1.50% | 1,627 | 109 | 7.2% | $10.89万 | 加仓 |
| GOOG | ALPHABET INC | $143.44万 | 1.32% | 3,709 | 2,054 | 124.1% | $79.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.26万 | 1.29% | 2,904 | 545 | 23.1% | $26.14万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $134.75万 | 1.24% | 13,049 | 4,942 | 61.0% | $51.03万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $130.63万 | 1.21% | 17,804 | -13,315 | -42.8% | -$97.69万 | 减仓 |
| NFLX | NETFLIX INC. | $126.28万 | 1.17% | 14,778 | 79 | 0.5% | $6,751 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $116.45万 | 1.08% | 14,698 | 6,945 | 89.6% | $55.02万 | 加仓 |
| IJH | ISHARES TR | $100.49万 | 0.93% | 13,618 | -74 | -0.5% | -$5,461 | 减仓 |
| VXUS | VANGUARD STAR FDS | $97.23万 | 0.90% | 11,410 | -12,345 | -52.0% | -$105.20万 | 减仓 |
| ABBV | ABBVIE INC | $91.26万 | 0.84% | 4,500 | 1,785 | 65.7% | $36.20万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $86.80万 | 0.80% | 2,156 | -24 | -1.1% | -$9,662 | 减仓 |
| SOXX | ISHARES TR | $86.41万 | 0.80% | 1,622 | 1 | 0.1% | $533 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $83.50万 | 0.77% | 2,064 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $69.60万 | 0.64% | 14,506 | -9,670 | -40.0% | -$46.40万 | 减仓 |
| AVGO | BROADCOM INC | $68.30万 | 0.63% | 1,594 | 354 | 28.5% | $15.17万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $66.92万 | 0.62% | 26,109 | -15,319 | -37.0% | -$39.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $66.87万 | 0.62% | 4,885 | 396 | 8.8% | $5.42万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $65.68万 | 0.61% | 35,359 | 972 | 2.8% | $1.81万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $64.24万 | 0.59% | 31,110 | 98 | 0.3% | $2,024 | 加仓 |
| MA | MASTERCARD INCORPORATED | $61.52万 | 0.57% | 1,236 | 87 | 7.6% | $4.33万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $58.13万 | 0.54% | 10,883 | 91 | 0.8% | $4,860 | 加仓 |
| AMAT | APPLIED MATLS INC | $57.38万 | 0.53% | 1,293 | 307 | 31.1% | $13.62万 | 加仓 |
| IDXX | IDEXX LABS INC | $57.30万 | 0.53% | 1,077 | 0 | 0.0% | — | 不变 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $56.16万 | 0.52% | 20,518 | -11,314 | -35.5% | -$30.97万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $55.28万 | 0.51% | 2,654 | 1 | 0.0% | $208 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $53.34万 | 0.49% | 6,292 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $51.74万 | 0.48% | 5,392 | -50 | -0.9% | -$4,798 | 减仓 |
| LNG | CHENIERE ENERGY INC | $50.54万 | 0.47% | 2,100 | -20 | -0.9% | -$4,814 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $48.10万 | 0.44% | 13,815 | -49 | -0.4% | -$1,706 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $47.63万 | 0.44% | 10,038 | -5,977 | -37.3% | -$28.36万 | 减仓 |
| META | META PLATFORMS INC | $44.09万 | 0.41% | 736 | 272 | 58.6% | $16.30万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $42.07万 | 0.39% | 11,298 | -6,613 | -36.9% | -$24.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $41.73万 | 0.39% | 2,255 | 383 | 20.5% | $7.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $39.45万 | 0.36% | 496 | 496 | — | $39.45万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $39.14万 | 0.36% | 5,538 | 5,538 | — | $39.14万 | 新建仓 |
| WAB | WABTEC | $38.93万 | 0.36% | 1,452 | 1 | 0.1% | $268 | 加仓 |
| BIL | SPDR SERIES TRUST | $36.72万 | 0.34% | 4,007 | 4,007 | — | $36.72万 | 新建仓 |
| SBUX | STARBUCKS CORP | $35.26万 | 0.33% | 3,334 | 2 | 0.1% | $212 | 加仓 |
| — | EXXON MOBIL CORP | $34.27万 | 0.32% | 2,291 | 2,291 | — | $34.27万 | 新建仓 |
| NDSN | NORDSON CORP | $34.24万 | 0.32% | 1,215 | 1 | 0.1% | $282 | 加仓 |
| CSX | CSX CORP | $32.71万 | 0.30% | 7,311 | 1,119 | 18.1% | $5.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.67万 | 0.30% | 712 | 712 | — | $32.67万 | 新建仓 |
| LLY | ELI LILLY & CO | $32.28万 | 0.30% | 334 | 22 | 7.1% | $2.13万 | 加仓 |
| XBI | SPDR SERIES TRUST | $31.21万 | 0.29% | 2,316 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $27.81万 | 0.26% | 2,179 | 134 | 6.6% | $1.71万 | 加仓 |
| JNK | SPDR SERIES TRUST | $27.77万 | 0.26% | 2,883 | 10 | 0.3% | $963 | 加仓 |
| FLOT | ISHARES TR | $27.71万 | 0.26% | 5,443 | -21 | -0.4% | -$1,069 | 减仓 |
| SYK | STRYKER CORPORATION | $26.86万 | 0.25% | 951 | 13 | 1.4% | $3,672 | 加仓 |
| LRCX | LAM RESEARCH CORP | $26.74万 | 0.25% | 903 | 903 | — | $26.74万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.09万 | 0.24% | 621 | 27 | 4.5% | $1.13万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $25.99万 | 0.24% | 7,691 | -4,469 | -36.8% | -$15.10万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $24.50万 | 0.23% | 814 | 92 | 12.7% | $2.77万 | 加仓 |
| GE | GE AEROSPACE | $24.43万 | 0.23% | 812 | 812 | — | $24.43万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $23.82万 | 0.22% | 839 | 839 | — | $23.82万 | 新建仓 |
| HD | HOME DEPOT INC | $23.71万 | 0.22% | 761 | 761 | — | $23.71万 | 新建仓 |
| MRK | MERCK & CO INC | $22.21万 | 0.21% | 1,996 | 1,996 | — | $22.21万 | 新建仓 |
| DE | DEERE & CO | $21.78万 | 0.20% | 370 | 370 | — | $21.78万 | 新建仓 |
| ASML | ASML HLDG NV | $21.14万 | 0.20% | 135 | 135 | — | $21.14万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $21.01万 | 0.19% | 6,618 | -157 | -2.3% | -$4,985 | 减仓 |
| XYL | XYLEM INC | $20.80万 | 0.19% | 1,857 | 1 | 0.1% | $112 | 加仓 |
| HYLB | DBX ETF TR | $20.65万 | 0.19% | 5,654 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.63万 | 0.19% | 192 | 192 | — | $20.63万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -353 | -100.0% | -$22.48万 | 清仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -5,270 | -100.0% | -$21.43万 | 清仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $0 | 0.00% | 0 | -6,921 | -100.0% | -$21.37万 | 清仓 |