Continuum Advisory, LLC
EAGLE ID · SEC CIK 0001846532
$12.36亿2026Q2 申报市值
1,986持仓数
28.2%前十大占比 · 第一大 3.8%
1512 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MCK 加仓+$787.49万
EXE 新建仓+$628.33万
INTU 重新持有+$557.97万
CGNG 新建仓+$409.16万
ADBE 加仓+$399.32万
2026Q2 卖出最多 按季末市值估算
INCY 重新持有-$837.34万
CVS 减仓-$824.96万
NEM 减仓-$757.54万
NBIX 减仓-$735.66万
EG 减仓-$618.36万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC COM | $17.72万 | 0.01% | 659 | 659 | — | $17.72万 | 新建仓 |
| UNM | UNUM GROUP COM | $17.82万 | 0.01% | 1,993 | 1,993 | — | $17.82万 | 新建仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $17.88万 | 0.01% | 4,886 | 4,886 | — | $17.88万 | 新建仓 |
| BBH | VANECK BIOTECH ETF | $17.88万 | 0.01% | 880 | -382 | -30.3% | -$7.76万 | 重新持有 |
| BALT | INNOVATOR DEFINED WEALTH SHIELD ETF | $17.92万 | 0.01% | 5,229 | -1,864 | -26.3% | -$6.39万 | 重新持有 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $18.20万 | 0.01% | 1,669 | 1,669 | — | $18.20万 | 新建仓 |
| CW | CURTISS WRIGHT CORP COM | $18.26万 | 0.01% | 241 | 241 | — | $18.26万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $18.27万 | 0.01% | 1,379 | 1,379 | — | $18.27万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $18.31万 | 0.01% | 3,939 | -2,932 | -42.7% | -$13.63万 | 重新持有 |
| IBIT | ISHARES BITCOIN TRUST ETF | $18.38万 | 0.01% | 5,521 | -5,818 | -51.3% | -$19.37万 | 减仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $18.39万 | 0.01% | 5,788 | 5,788 | — | $18.39万 | 新建仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $18.44万 | 0.01% | 3,890 | 3,890 | — | $18.44万 | 新建仓 |
| GGOV | ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF | $18.80万 | 0.02% | 3,738 | 3,738 | — | $18.80万 | 新建仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $18.92万 | 0.02% | 4,389 | -1,412 | -24.3% | -$6.09万 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $19.19万 | 0.02% | 1,982 | 1,982 | — | $19.19万 | 新建仓 |
| JPUS | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $19.25万 | 0.02% | 1,373 | 1,373 | — | $19.25万 | 新建仓 |
| VLO | VALERO ENERGY CORP COM | $19.50万 | 0.02% | 749 | 749 | — | $19.50万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $19.54万 | 0.02% | 1,485 | -5 | -0.3% | -$658 | 减仓 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $19.66万 | 0.02% | 4,783 | 4,783 | — | $19.66万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $19.73万 | 0.02% | 1,682 | 1,682 | — | $19.73万 | 新建仓 |
| GIS | GENERAL MILLS INC COM | $19.76万 | 0.02% | 5,679 | 300 | 5.6% | $1.04万 | 重新持有 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $19.88万 | 0.02% | 4,481 | 4,481 | — | $19.88万 | 新建仓 |
| IALT | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | $19.88万 | 0.02% | 7,088 | 7,088 | — | $19.88万 | 新建仓 |
| RAMP | LIVERAMP HLDGS INC COM | $19.97万 | 0.02% | 5,305 | 5,305 | — | $19.97万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $20.02万 | 0.02% | 872 | 872 | — | $20.02万 | 新建仓 |
| PJUN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE | $20.05万 | 0.02% | 4,638 | 4,638 | — | $20.05万 | 新建仓 |
| WWJD | INSPIRE INTERNATIONAL ETF | $20.12万 | 0.02% | 5,277 | -455 | -7.9% | -$1.73万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $20.36万 | 0.02% | 1,889 | 1,889 | — | $20.36万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $20.40万 | 0.02% | 15,683 | -1,128 | -6.7% | -$1.47万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $20.52万 | 0.02% | 1,293 | 1,293 | — | $20.52万 | 新建仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | $20.54万 | 0.02% | 7,279 | -64 | -0.9% | -$1,806 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $20.54万 | 0.02% | 2,010 | 57 | 2.9% | $5,824 | 加仓 |
| EXC | EXELON CORP COM | $20.86万 | 0.02% | 4,474 | 4,474 | — | $20.86万 | 新建仓 |
| EWC | ISHARES MSCI CANADA ETF | $20.91万 | 0.02% | 3,627 | 3,627 | — | $20.91万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP COM | $21.04万 | 0.02% | 1,917 | 1,917 | — | $21.04万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $21.09万 | 0.02% | 5,067 | 5,067 | — | $21.09万 | 新建仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $21.37万 | 0.02% | 1,298 | 1,298 | — | $21.37万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $21.38万 | 0.02% | 1,737 | 1,737 | — | $21.38万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $21.40万 | 0.02% | 10,407 | -550 | -5.0% | -$1.13万 | 减仓 |
| DTE | DTE ENERGY CO COM | $21.50万 | 0.02% | 1,411 | 1,411 | — | $21.50万 | 新建仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $21.50万 | 0.02% | 1,905 | -135 | -6.6% | -$1.52万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $21.73万 | 0.02% | 970 | -562 | -36.7% | -$12.59万 | 减仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $21.73万 | 0.02% | 7,653 | -3,673 | -32.4% | -$10.43万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $21.83万 | 0.02% | 37,450 | 10,014 | 36.5% | $5.84万 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $21.92万 | 0.02% | 3,493 | 3,493 | — | $21.92万 | 新建仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $21.95万 | 0.02% | 2,226 | -245 | -9.9% | -$2.42万 | 重新持有 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $22.16万 | 0.02% | 2,297 | -899 | -28.1% | -$8.67万 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $22.27万 | 0.02% | 1,421 | 1,421 | — | $22.27万 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $22.38万 | 0.02% | 1,209 | 1,209 | — | $22.38万 | 新建仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $22.39万 | 0.02% | 2,898 | -17 | -0.6% | -$1,313 | 减仓 |
| LOW | LOWES COS INC COM | $22.53万 | 0.02% | 1,022 | 39 | 4.0% | $8,599 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $22.55万 | 0.02% | 2,738 | 2,738 | — | $22.55万 | 新建仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $22.90万 | 0.02% | 1,886 | 1,886 | — | $22.90万 | 新建仓 |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $22.96万 | 0.02% | 2,164 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC COM | $23.02万 | 0.02% | 572 | 572 | — | $23.02万 | 新建仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $23.10万 | 0.02% | 2,610 | 2,610 | — | $23.10万 | 新建仓 |
| — | CION INVT CORP COM | $23.19万 | 0.02% | 37,229 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $23.41万 | 0.02% | 4,472 | -1,731 | -27.9% | -$9.06万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $23.41万 | 0.02% | 9,300 | 0 | 0.0% | — | 不变 |
| BDYN | ISHARES DYNAMIC EQUITY ACTIVE ETF | $23.42万 | 0.02% | 8,444 | 8,444 | — | $23.42万 | 新建仓 |
| URA | GLOBAL X URANIUM ETF | $23.45万 | 0.02% | 5,366 | 409 | 8.3% | $1.79万 | 加仓 |
| NUSC | NUVEEN ESG SMALL-CAP ETF | $23.49万 | 0.02% | 4,506 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.51万 | 0.02% | 4,421 | 4,421 | — | $23.51万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $23.51万 | 0.02% | 7,354 | 7,354 | — | $23.51万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $23.79万 | 0.02% | 2,840 | 102 | 3.7% | $8,544 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $23.91万 | 0.02% | 3,871 | 65 | 1.7% | $4,014 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $24.06万 | 0.02% | 2,544 | 42 | 1.7% | $3,972 | 加仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $24.11万 | 0.02% | 4,786 | 4,786 | — | $24.11万 | 新建仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $24.12万 | 0.02% | 6,110 | -2,704 | -30.7% | -$10.67万 | 减仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $24.24万 | 0.02% | 3,488 | 3,488 | — | $24.24万 | 新建仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $24.33万 | 0.02% | 4,765 | 454 | 10.5% | $2.32万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $24.43万 | 0.02% | 4,441 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $24.44万 | 0.02% | 2,888 | -6 | -0.2% | -$508 | 减仓 |
| AKRE | AKRE FOCUS ETF | $24.49万 | 0.02% | 4,605 | -2,044 | -30.7% | -$10.87万 | 减仓 |
| VST | VISTRA CORP COM | $24.52万 | 0.02% | 1,546 | -32 | -2.0% | -$5,076 | 减仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $24.57万 | 0.02% | 5,176 | 697 | 15.6% | $3.31万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $24.80万 | 0.02% | 2,208 | 518 | 30.7% | $5.82万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $24.80万 | 0.02% | 3,001 | -278 | -8.5% | -$2.30万 | 减仓 |
| FE | FIRSTENERGY CORP COM | $25.08万 | 0.02% | 5,276 | 48 | 0.9% | $2,282 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $25.10万 | 0.02% | 2,017 | 993 | 97.0% | $12.36万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $25.20万 | 0.02% | 635 | 635 | — | $25.20万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP COM | $25.22万 | 0.02% | 495 | 32 | 6.9% | $1.63万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND COM | $25.31万 | 0.02% | 28,408 | 109 | 0.4% | $971 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $25.42万 | 0.02% | 5,130 | -119 | -2.3% | -$5,896 | 减仓 |
| MMM | 3M CO COM | $25.61万 | 0.02% | 1,582 | 73 | 4.8% | $1.18万 | 加仓 |
| — | ETC CABANA TARGET DRAWDOWN 10 ETF | $25.73万 | 0.02% | 9,274 | -623 | -6.3% | -$1.73万 | 减仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER | $25.95万 | 0.02% | 9,398 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $26.00万 | 0.02% | 6,347 | 891 | 16.3% | $3.65万 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $26.21万 | 0.02% | 5,000 | 5,000 | — | $26.21万 | 新建仓 |
| PPTA | PERPETUA RESOURCES CORP COM | $26.44万 | 0.02% | 12,736 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $26.61万 | 0.02% | 3,061 | 556 | 22.2% | $4.83万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $26.63万 | 0.02% | 2,418 | 120 | 5.2% | $1.32万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $26.86万 | 0.02% | 2,880 | 2,880 | — | $26.86万 | 新建仓 |
| VEEV | VEEVA SYS INC CL A COM | $26.98万 | 0.02% | 1,520 | 594 | 64.1% | $10.54万 | 重新持有 |
| NUEM | NUVEEN ESG EMERGING MARKETS EQUITY ETF | $27.02万 | 0.02% | 6,366 | -249 | -3.8% | -$1.06万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC COM | $27.15万 | 0.02% | 1,187 | 1,187 | — | $27.15万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $27.22万 | 0.02% | 1,610 | 31 | 2.0% | $5,241 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $27.38万 | 0.02% | 9,065 | 44 | 0.5% | $1,329 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $27.51万 | 0.02% | 4,375 | 4,375 | — | $27.51万 | 新建仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $27.52万 | 0.02% | 2,930 | -149 | -4.8% | -$1.40万 | 减仓 |