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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $27.53万 | 0.02% | 3,392 | -6,763 | -66.6% | -$54.88万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $27.68万 | 0.02% | 2,708 | -1,723 | -38.9% | -$17.61万 | 减仓 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $28.04万 | 0.02% | 5,013 | -355 | -6.6% | -$1.99万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $28.39万 | 0.02% | 811 | 10 | 1.2% | $3,501 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $28.53万 | 0.02% | 1,885 | 1,885 | — | $28.53万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP COM | $28.71万 | 0.02% | 6,207 | 0 | 0.0% | — | 不变 |
| — | TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | $29.15万 | 0.02% | 4,517 | 12 | 0.3% | $774 | 重新持有 |
| GD | GENERAL DYNAMICS CORP COM | $29.41万 | 0.02% | 830 | 830 | — | $29.41万 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $29.47万 | 0.02% | 5,915 | 558 | 10.4% | $2.78万 | 加仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $30.38万 | 0.02% | 2,209 | 2 | 0.1% | $275 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $30.55万 | 0.02% | 1,087 | 70 | 6.9% | $1.97万 | 加仓 |
| CME | CME GROUP INC COM | $30.56万 | 0.02% | 1,384 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $30.96万 | 0.03% | 3,314 | -81,096 | -96.1% | -$757.54万 | 减仓 |
| — | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | $30.96万 | 0.03% | 7,491 | -3,128 | -29.5% | -$12.93万 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $31.07万 | 0.03% | 5,388 | -508 | -8.6% | -$2.93万 | 减仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $31.07万 | 0.03% | 8,164 | 52 | 0.6% | $1,979 | 加仓 |
| AFL | AFLAC INC COM | $31.88万 | 0.03% | 2,719 | 407 | 17.6% | $4.77万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $32.30万 | 0.03% | 2,766 | 359 | 14.9% | $4.19万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $33.03万 | 0.03% | 665 | -20 | -2.9% | -$9,935 | 减仓 |
| APH | AMPHENOL CORP CL A | $33.10万 | 0.03% | 1,877 | 1,877 | — | $33.10万 | 新建仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $33.12万 | 0.03% | 10,863 | 35 | 0.3% | $1,067 | 加仓 |
| BMAR | INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | $33.14万 | 0.03% | 5,750 | -26 | -0.5% | -$1,498 | 减仓 |
| COP | CONOCOPHILLIPS COM | $33.28万 | 0.03% | 3,201 | 1,065 | 49.9% | $11.07万 | 加仓 |
| SYY | SYSCO CORP COM | $33.42万 | 0.03% | 3,998 | 845 | 26.8% | $7.06万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $33.43万 | 0.03% | 9,093 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $33.48万 | 0.03% | 5,810 | 5,810 | — | $33.48万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $33.53万 | 0.03% | 1,154 | 68 | 6.3% | $1.98万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $33.58万 | 0.03% | 8,105 | -518 | -6.0% | -$2.15万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $33.82万 | 0.03% | 13,775 | 4,892 | 55.1% | $12.01万 | 加仓 |
| BLK | BLACKROCK INC COM | $34.04万 | 0.03% | 354 | 60 | 20.4% | $5.77万 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $34.05万 | 0.03% | 2,073 | -245 | -10.6% | -$4.02万 | 减仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $34.20万 | 0.03% | 7,168 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $34.47万 | 0.03% | 4,630 | 756 | 19.5% | $5.63万 | 加仓 |
| NUDM | NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | $34.47万 | 0.03% | 8,614 | 243 | 2.9% | $9,725 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $34.53万 | 0.03% | 5,112 | 32 | 0.6% | $2,162 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $34.66万 | 0.03% | 6,337 | -1,303 | -17.1% | -$7.13万 | 减仓 |
| GLW | CORNING INC COM | $34.71万 | 0.03% | 1,359 | 1,359 | — | $34.71万 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $34.79万 | 0.03% | 6,599 | -598 | -8.3% | -$3.15万 | 减仓 |
| NOW | SERVICENOW INC COM | $34.81万 | 0.03% | 3,506 | 387 | 12.4% | $3.84万 | 加仓 |
| PTL | INSPIRE 500 ETF | $34.99万 | 0.03% | 1,223 | -66 | -5.1% | -$1.89万 | 减仓 |
| CRM | SALESFORCE INC COM | $35.00万 | 0.03% | 2,234 | -4,906 | -68.7% | -$76.86万 | 减仓 |
| SO | SOUTHERN CO COM | $35.01万 | 0.03% | 3,658 | 588 | 19.2% | $5.63万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $35.39万 | 0.03% | 4,905 | 1,142 | 30.3% | $8.24万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $35.42万 | 0.03% | 794 | 14 | 1.8% | $6,245 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $35.54万 | 0.03% | 4,880 | 1,485 | 43.7% | $10.82万 | 加仓 |
| BIBL | INSPIRE 100 ETF | $35.72万 | 0.03% | 6,171 | 92 | 1.5% | $5,325 | 加仓 |
| SMLV | STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | $36.74万 | 0.03% | 2,335 | 16 | 0.7% | $2,518 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $36.83万 | 0.03% | 4,860 | 364 | 8.1% | $2.76万 | 加仓 |
| JBBB | JANUS HENDERSON B-BBB CLO ETF | $36.91万 | 0.03% | 7,796 | -32,111 | -80.5% | -$152.05万 | 减仓 |
| PLD | PROLOGIS INC. COM | $37.44万 | 0.03% | 2,764 | -859 | -23.7% | -$11.64万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $37.52万 | 0.03% | 12,503 | 4,829 | 62.9% | $14.49万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | $37.53万 | 0.03% | 14,442 | -850 | -5.6% | -$2.21万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $37.90万 | 0.03% | 1,526 | 233 | 18.0% | $5.79万 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $38.41万 | 0.03% | 10,181 | 1,763 | 20.9% | $6.65万 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $38.66万 | 0.03% | 2,676 | -1,533 | -36.4% | -$22.15万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $39.02万 | 0.03% | 1,751 | 531 | 43.5% | $11.83万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $39.37万 | 0.03% | 1,018 | 1,018 | — | $39.37万 | 新建仓 |
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $39.52万 | 0.03% | 8,718 | -981 | -10.1% | -$4.45万 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $39.76万 | 0.03% | 10,481 | 1,627 | 18.4% | $6.17万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $39.83万 | 0.03% | 782 | -8 | -1.0% | -$4,074 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $39.95万 | 0.03% | 2,124 | -16 | -0.7% | -$3,009 | 减仓 |
| BNY | BANK OF NY MELLON CORP COM | $39.97万 | 0.03% | 2,764 | 2,764 | — | $39.97万 | 新建仓 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $40.39万 | 0.03% | 1,319 | 24 | 1.9% | $7,350 | 加仓 |
| CMI | CUMMINS INC COM | $40.58万 | 0.03% | 569 | 64 | 12.7% | $4.56万 | 加仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $40.96万 | 0.03% | 8,541 | -216 | -2.5% | -$1.04万 | 减仓 |
| SCMB | SCHWAB MUNICIPAL BOND ETF | $41.07万 | 0.03% | 15,908 | 903 | 6.0% | $2.33万 | 加仓 |
| ENB | ENBRIDGE INC COM | $41.44万 | 0.03% | 7,644 | 2,092 | 37.7% | $11.34万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $41.48万 | 0.03% | 5,739 | 198 | 3.6% | $1.43万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $41.86万 | 0.03% | 2,138 | 26 | 1.2% | $5,090 | 加仓 |
| RTX | RTX CORPORATION COM | $43.26万 | 0.03% | 2,280 | 325 | 16.6% | $6.17万 | 加仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $43.39万 | 0.04% | 1,186 | 66 | 5.9% | $2.41万 | 加仓 |
| PNOV | INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | $43.45万 | 0.04% | 9,796 | -7 | -0.1% | -$310 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $43.50万 | 0.04% | 14,795 | 14,795 | — | $43.50万 | 新建仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $43.94万 | 0.04% | 4,379 | 317 | 7.8% | $3.18万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $44.44万 | 0.04% | 3,035 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $44.61万 | 0.04% | 854 | -397 | -31.7% | -$20.74万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $44.68万 | 0.04% | 1,524 | 326 | 27.2% | $9.56万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $44.94万 | 0.04% | 1,037 | 1,037 | — | $44.94万 | 新建仓 |
| PGR | PROGRESSIVE CORP COM | $45.23万 | 0.04% | 2,071 | -527 | -20.3% | -$11.51万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $45.82万 | 0.04% | 4,966 | -8,806 | -63.9% | -$81.25万 | 重新持有 |
| AMT | AMERICAN TOWER CORP COM | $45.96万 | 0.04% | 2,810 | -456 | -14.0% | -$7.46万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $46.12万 | 0.04% | 1,183 | -7 | -0.6% | -$2,729 | 减仓 |
| D | DOMINION ENERGY INC COM | $46.19万 | 0.04% | 6,764 | 1,142 | 20.3% | $7.80万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $46.23万 | 0.04% | 16,916 | 1,343 | 8.6% | $3.67万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $46.35万 | 0.04% | 233 | -23 | -9.0% | -$4.58万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $46.42万 | 0.04% | 2,717 | 2,717 | — | $46.42万 | 新建仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $46.69万 | 0.04% | 18,146 | 987 | 5.8% | $2.54万 | 加仓 |
| USB | US BANCORP COM NEW | $46.77万 | 0.04% | 7,744 | 357 | 4.8% | $2.16万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $46.94万 | 0.04% | 2,468 | -578 | -19.0% | -$10.99万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $47.37万 | 0.04% | 6,055 | -44,102 | -87.9% | -$345.01万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $47.75万 | 0.04% | 4,825 | -363 | -7.0% | -$3.59万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $47.80万 | 0.04% | 6,244 | -2,591 | -29.3% | -$19.83万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $48.25万 | 0.04% | 3,820 | 410 | 12.0% | $5.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $48.44万 | 0.04% | 479 | 71 | 17.4% | $7.18万 | 加仓 |
| PEP | PEPSICO INC COM | $48.83万 | 0.04% | 3,606 | 117 | 3.4% | $1.58万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $48.91万 | 0.04% | 1,230 | -1,277 | -50.9% | -$50.78万 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $48.92万 | 0.04% | 7,038 | -197 | -2.7% | -$1.37万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $48.92万 | 0.04% | 1,309 | 65 | 5.2% | $2.43万 | 加仓 |
| EQIX | EQUINIX INC COM | $49.51万 | 0.04% | 475 | 19 | 4.2% | $1.98万 | 加仓 |
| PMAR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | $49.82万 | 0.04% | 10,429 | -643 | -5.8% | -$3.07万 | 减仓 |