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 |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA HLDGS INC COM | $50.16万 | 0.04% | 2,596 | 2,596 | — | $50.16万 | 新建仓 |
| PFE | PFIZER INC COM | $51.09万 | 0.04% | 21,218 | -11,032 | -34.2% | -$26.57万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC COM | $51.14万 | 0.04% | 7,298 | 349 | 5.0% | $2.45万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $51.51万 | 0.04% | 5,787 | -20 | -0.3% | -$1,780 | 减仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $51.62万 | 0.04% | 5,408 | 524 | 10.7% | $5.00万 | 加仓 |
| KOD | KODIAK SCIENCES INC COM | $52.02万 | 0.04% | 13,352 | -1,500 | -10.1% | -$5.84万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $52.44万 | 0.04% | 4,215 | 269 | 6.8% | $3.35万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $52.55万 | 0.04% | 1,763 | 204 | 13.1% | $6.08万 | 加仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $52.99万 | 0.04% | 5,320 | -1,098 | -17.1% | -$10.94万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $53.29万 | 0.04% | 9,940 | 183 | 1.9% | $9,811 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $53.30万 | 0.04% | 1,789 | 1,789 | — | $53.30万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $53.47万 | 0.04% | 14,800 | -218 | -1.5% | -$7,876 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $54.10万 | 0.04% | 3,954 | 106 | 2.8% | $1.45万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $54.61万 | 0.04% | 12,796 | 12,796 | — | $54.61万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $54.91万 | 0.04% | 14,639 | -659 | -4.3% | -$2.47万 | 减仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $55.40万 | 0.04% | 3,591 | 312 | 9.5% | $4.81万 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $56.18万 | 0.05% | 1,510 | 8 | 0.5% | $2,976 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $57.31万 | 0.05% | 5,325 | 114 | 2.2% | $1.23万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $57.39万 | 0.05% | 5,582 | -28 | -0.5% | -$2,879 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $57.48万 | 0.05% | 3,225 | 1,625 | 101.6% | $28.96万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $57.76万 | 0.05% | 3,395 | 221 | 7.0% | $3.76万 | 加仓 |
| BA | BOEING CO COM | $58.93万 | 0.05% | 2,722 | 350 | 14.8% | $7.58万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $58.93万 | 0.05% | 9,410 | -294 | -3.0% | -$1.84万 | 减仓 |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | $59.02万 | 0.05% | 12,569 | 1,382 | 12.4% | $6.49万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | $59.10万 | 0.05% | 22,370 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $59.15万 | 0.05% | 1,388 | -143 | -9.3% | -$6.09万 | 减仓 |
| COKE | COCA COLA CONS INC COM | $59.80万 | 0.05% | 3,132 | 2 | 0.1% | $382 | 加仓 |
| F | FORD MTR CO COM | $60.74万 | 0.05% | 43,695 | 3,466 | 8.6% | $4.82万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $60.76万 | 0.05% | 1,930 | 383 | 24.8% | $12.06万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $60.92万 | 0.05% | 1,777 | -52 | -2.8% | -$1.78万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $61.76万 | 0.05% | 24,715 | 3,861 | 18.5% | $9.65万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $62.41万 | 0.05% | 9,177 | 1,011 | 12.4% | $6.88万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | $62.52万 | 0.05% | 20,860 | -86 | -0.4% | -$2,577 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $62.84万 | 0.05% | 17,044 | 76 | 0.4% | $2,802 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $64.81万 | 0.05% | 6,429 | 6,429 | — | $64.81万 | 新建仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $65.14万 | 0.05% | 2,969 | -1,133 | -27.6% | -$24.86万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $67.98万 | 0.05% | 695 | 30 | 4.5% | $2.93万 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $69.46万 | 0.06% | 2,859 | -356 | -11.1% | -$8.65万 | 减仓 |
| WELL | WELLTOWER INC COM | $70.74万 | 0.06% | 3,117 | -2,529 | -44.8% | -$57.40万 | 减仓 |
| CB | CHUBB LIMITED COM | $71.08万 | 0.06% | 2,086 | 243 | 13.2% | $8.28万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST | $71.91万 | 0.06% | 26,117 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $71.95万 | 0.06% | 32,178 | -5,352 | -14.3% | -$11.97万 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $72.25万 | 0.06% | 31,208 | -1,775 | -5.4% | -$4.11万 | 减仓 |
| MBB | ISHARES MBS ETF | $72.36万 | 0.06% | 7,655 | 1,220 | 19.0% | $11.53万 | 加仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $73.19万 | 0.06% | 3,817 | 1,620 | 73.7% | $31.06万 | 加仓 |
| UNP | UNION PAC CORP COM | $73.66万 | 0.06% | 2,708 | 147 | 5.7% | $4.00万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.06% | 1 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $75.16万 | 0.06% | 3,804 | 77 | 2.1% | $1.52万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $75.44万 | 0.06% | 5,971 | -37 | -0.6% | -$4,675 | 减仓 |
| BX | BLACKSTONE INC COM | $75.70万 | 0.06% | 6,433 | 50 | 0.8% | $5,883 | 加仓 |
| ALL | ALLSTATE CORP COM | $76.19万 | 0.06% | 3,202 | -17 | -0.5% | -$4,045 | 减仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $76.51万 | 0.06% | 33,587 | 5,929 | 21.4% | $13.51万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $76.71万 | 0.06% | 9,846 | 3,573 | 57.0% | $27.84万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $77.00万 | 0.06% | 1,009 | -319 | -24.0% | -$24.34万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $77.75万 | 0.06% | 16,053 | 845 | 5.6% | $4.09万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $79.00万 | 0.06% | 8,197 | 8,197 | — | $79.00万 | 新建仓 |
| PDEC | INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $79.23万 | 0.06% | 17,266 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $80.94万 | 0.07% | 6,772 | -332 | -4.7% | -$3.97万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $81.58万 | 0.07% | 6,445 | -4,891 | -43.1% | -$61.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $81.87万 | 0.07% | 4,819 | 311 | 6.9% | $5.28万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $81.97万 | 0.07% | 18,078 | -106 | -0.6% | -$4,806 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $82.45万 | 0.07% | 28,014 | -1,143 | -3.9% | -$3.36万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $83.56万 | 0.07% | 4,386 | 233 | 5.6% | $4.44万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $85.67万 | 0.07% | 11,907 | 1,485 | 14.2% | $10.68万 | 加仓 |
| CTAS | CINTAS CORP COM | $85.89万 | 0.07% | 5,050 | -1,835 | -26.7% | -$31.21万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $86.24万 | 0.07% | 15,135 | -5,591 | -27.0% | -$31.86万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $86.42万 | 0.07% | 8,039 | 990 | 14.0% | $10.64万 | 加仓 |
| POCT | INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $86.73万 | 0.07% | 18,688 | -3 | -0.0% | -$139 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $88.06万 | 0.07% | 16,580 | 939 | 6.0% | $4.99万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $88.46万 | 0.07% | 8,516 | 209 | 2.5% | $2.17万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $89.71万 | 0.07% | 22,300 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $90.03万 | 0.07% | 43,493 | 3,043 | 7.5% | $6.30万 | 加仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $91.80万 | 0.07% | 7,915 | 3,436 | 76.7% | $39.85万 | 加仓 |
| NFLX | NETFLIX INC. COM | $92.38万 | 0.07% | 12,939 | 3,073 | 31.1% | $21.94万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $92.79万 | 0.08% | 12,289 | -264 | -2.1% | -$1.99万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $93.36万 | 0.08% | 3,851 | 3 | 0.1% | $727 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $94.57万 | 0.08% | 23,473 | 8,598 | 57.8% | $34.64万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $94.89万 | 0.08% | 1,932 | 9 | 0.5% | $4,420 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $95.26万 | 0.08% | 14,167 | 828 | 6.2% | $5.57万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $95.63万 | 0.08% | 2,548 | 2,548 | — | $95.63万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $96.23万 | 0.08% | 1,331 | 280 | 26.6% | $20.24万 | 加仓 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $97.99万 | 0.08% | 5,995 | 546 | 10.0% | $8.92万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $99.28万 | 0.08% | 2,935 | -227 | -7.2% | -$7.68万 | 减仓 |
| PJUL | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $99.32万 | 0.08% | 20,348 | -4 | -0.0% | -$195 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $99.49万 | 0.08% | 1,031 | 106 | 11.5% | $10.23万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $99.65万 | 0.08% | 11,091 | 5,108 | 85.4% | $45.90万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $99.94万 | 0.08% | 4,781 | 276 | 6.1% | $5.77万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $100.76万 | 0.08% | 6,007 | 133 | 2.3% | $2.23万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $101.40万 | 0.08% | 12,767 | -3,047 | -19.3% | -$24.20万 | 减仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $102.08万 | 0.08% | 34,911 | -875 | -2.4% | -$2.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $103.45万 | 0.08% | 2,489 | -825 | -24.9% | -$34.29万 | 减仓 |
| PAPR | INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | $104.40万 | 0.08% | 24,739 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $105.24万 | 0.09% | 6,956 | -33 | -0.5% | -$4,993 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $106.04万 | 0.09% | 17,215 | 27 | 0.2% | $1,663 | 加仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $107.38万 | 0.09% | 56,950 | 159 | 0.3% | $2,998 | 加仓 |
| CSX | CSX CORP COM | $108.96万 | 0.09% | 22,925 | 318 | 1.4% | $1.51万 | 加仓 |
| DIS | DISNEY WALT CO COM | $109.36万 | 0.09% | 11,362 | 1,402 | 14.1% | $13.49万 | 加仓 |
| PFEB | INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | $110.63万 | 0.09% | 25,692 | -2,355 | -8.4% | -$10.14万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $112.14万 | 0.09% | 7,096 | -60 | -0.8% | -$9,482 | 减仓 |
| MCD | MCDONALDS CORP COM | $113.94万 | 0.09% | 4,215 | 113 | 2.8% | $3.05万 | 加仓 |