Continuum Advisory, LLC
EAGLE ID · SEC CIK 0001846532
$10.42亿2026Q1 申报市值
453持仓数
29.5%前十大占比 · 第一大 4.1%
25 / 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
WMT 加仓+$3,392.94万
AAPL 加仓+$424.16万
BIL 加仓+$372.74万
FSLR 新建仓+$295.57万
MU 加仓+$284.09万
2026Q1 卖出最多 按季末市值估算
CRM 减仓-$349.13万
ETN 减仓-$297.15万
ORCL 减仓-$266.18万
GDX 减仓-$203.49万
CCJ 减仓-$193.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $292.49万 | 0.28% | 41,934 | 259 | 0.6% | $1.81万 | 加仓 |
| GDX | VANECK ETF TRUST | $293.24万 | 0.28% | 31,953 | -22,174 | -41.0% | -$203.49万 | 减仓 |
| FSLR | FIRST SOLAR INC | $295.57万 | 0.28% | 14,984 | 14,984 | — | $295.57万 | 新建仓 |
| ABBV | ABBVIE INC | $301.25万 | 0.29% | 13,851 | -64 | -0.5% | -$1.39万 | 减仓 |
| SHYG | ISHARES TR | $309.10万 | 0.30% | 73,056 | -319 | -0.4% | -$1.35万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $317.57万 | 0.30% | 142,153 | -3,336 | -2.3% | -$7.45万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $319.57万 | 0.31% | 73,194 | 21 | 0.0% | $917 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $323.56万 | 0.31% | 94,030 | 23,970 | 34.2% | $82.48万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $326.15万 | 0.31% | 8,000 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $327.25万 | 0.31% | 42,440 | 3,764 | 9.7% | $29.02万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $345.33万 | 0.33% | 44,256 | 10,224 | 30.0% | $79.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $347.99万 | 0.33% | 7,967 | 416 | 5.5% | $18.17万 | 加仓 |
| TSLA | TESLA INC | $353.32万 | 0.34% | 9,504 | -118 | -1.2% | -$4.39万 | 减仓 |
| — | EXXON MOBIL CORP | $360.48万 | 0.35% | 21,247 | -695 | -3.2% | -$11.79万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $361.17万 | 0.35% | 36,167 | -309 | -0.8% | -$3.09万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $364.15万 | 0.35% | 73,108 | -216 | -0.3% | -$1.08万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $367.95万 | 0.35% | 78,237 | 5,612 | 7.7% | $26.39万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $372.29万 | 0.36% | 79,364 | -3,299 | -4.0% | -$15.48万 | 减仓 |
| META | META PLATFORMS INC | $380.75万 | 0.37% | 6,655 | -145 | -2.1% | -$8.30万 | 减仓 |
| ETR | ENTERGY CORP NEW | $387.07万 | 0.37% | 34,449 | 7,315 | 27.0% | $82.19万 | 加仓 |
| GOOG | ALPHABET INC | $388.86万 | 0.37% | 13,556 | -2,889 | -17.6% | -$82.87万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $399.96万 | 0.38% | 101,436 | 1,692 | 1.7% | $6.67万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $399.98万 | 0.38% | 79,031 | 46,557 | 143.4% | $235.63万 | 加仓 |
| WMB | WILLIAMS COS INC | $408.55万 | 0.39% | 56,135 | 1,537 | 2.8% | $11.19万 | 加仓 |
| IWM | ISHARES TR | $412.13万 | 0.40% | 16,618 | 313 | 1.9% | $7.76万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $416.42万 | 0.40% | 14,675 | -2,052 | -12.3% | -$58.23万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $420.32万 | 0.40% | 109,401 | -5,207 | -4.5% | -$20.01万 | 减仓 |
| MDT | MEDTRONIC PLC | $434.61万 | 0.42% | 50,157 | 19,034 | 61.2% | $164.93万 | 加仓 |
| GLD | SPDR GOLD TR | $448.10万 | 0.43% | 10,414 | -1,438 | -12.1% | -$61.88万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $457.51万 | 0.44% | 155,139 | 31,821 | 25.8% | $93.84万 | 加仓 |
| AVGO | BROADCOM INC | $461.19万 | 0.44% | 14,901 | 680 | 4.8% | $21.05万 | 加仓 |
| IUSB | ISHARES TR | $474.95万 | 0.46% | 102,826 | 5,533 | 5.7% | $25.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $478.84万 | 0.46% | 23,144 | 512 | 2.3% | $10.59万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $495.45万 | 0.48% | 45,168 | 694 | 1.6% | $7.61万 | 加仓 |
| AMLP | ALPS ETF TR | $499.74万 | 0.48% | 94,936 | 14,133 | 17.5% | $74.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $508.77万 | 0.49% | 10,617 | -428 | -3.9% | -$20.51万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $521.73万 | 0.50% | 113,246 | 4,720 | 4.3% | $21.75万 | 加仓 |
| CI | THE CIGNA GROUP | $521.88万 | 0.50% | 19,565 | 1,082 | 5.9% | $28.86万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $527.74万 | 0.51% | 53,900 | 9,846 | 22.3% | $96.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $537.46万 | 0.52% | 27,394 | 1,267 | 4.8% | $24.86万 | 加仓 |
| IAGG | ISHARES TR | $549.58万 | 0.53% | 109,828 | 4,331 | 4.1% | $21.67万 | 加仓 |
| EG | EVEREST GROUP LTD | $568.92万 | 0.55% | 17,406 | 727 | 4.4% | $23.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $576.10万 | 0.55% | 19,585 | -170 | -0.9% | -$5.00万 | 减仓 |
| CVS | CVS HEALTH CORP | $579.85万 | 0.56% | 80,736 | 1,763 | 2.2% | $12.66万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $580.55万 | 0.56% | 44,068 | 1,517 | 3.6% | $19.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $583.13万 | 0.56% | 76,186 | -2,554 | -3.2% | -$19.55万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $589.03万 | 0.57% | 306,945 | 19,708 | 6.9% | $37.82万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $590.52万 | 0.57% | 104,536 | 3,116 | 3.1% | $17.60万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $607.02万 | 0.58% | 11,613 | -38 | -0.3% | -$1.99万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $607.08万 | 0.58% | 107,107 | -2,439 | -2.2% | -$13.82万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $609.67万 | 0.58% | 151,697 | 4,056 | 2.7% | $16.30万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $630.38万 | 0.60% | 138,090 | -13,499 | -8.9% | -$61.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $642.89万 | 0.62% | 9,886 | 37 | 0.4% | $2.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $646.58万 | 0.62% | 22,515 | 419 | 1.9% | $12.03万 | 加仓 |
| VB | VANGUARD INDEX FDS | $682.86万 | 0.66% | 26,071 | 418 | 1.6% | $10.95万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $696.81万 | 0.67% | 227,121 | -21,085 | -8.5% | -$64.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $716.96万 | 0.69% | 7,195 | -79 | -1.1% | -$7.87万 | 减仓 |
| BIL | SPDR SERIES TRUST | $718.49万 | 0.69% | 78,404 | 40,674 | 107.8% | $372.74万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $765.34万 | 0.73% | 99,163 | 2,867 | 3.0% | $22.13万 | 加仓 |
| IVV | ISHARES TR | $887.67万 | 0.85% | 13,589 | 133 | 1.0% | $8.69万 | 加仓 |
| NEM | NEWMONT CORP | $913.74万 | 0.88% | 84,410 | -3,903 | -4.4% | -$42.25万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $972.61万 | 0.93% | 431,710 | 45,466 | 11.8% | $102.43万 | 加仓 |
| IEFA | ISHARES TR | $989.83万 | 0.95% | 109,337 | 2,987 | 2.8% | $27.04万 | 加仓 |
| GOOGL | ALPHABET INC | $1,019.77万 | 0.98% | 35,463 | 72 | 0.2% | $2.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,083.89万 | 1.04% | 32,083 | 8,409 | 35.5% | $284.09万 | 加仓 |
| FEOE | RBB FUND TRUST | $1,083.97万 | 1.04% | 214,817 | 20,481 | 10.5% | $103.35万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,108.88万 | 1.06% | 37,105 | 243 | 0.7% | $7.26万 | 加仓 |
| OEF | ISHARES TR | $1,196.69万 | 1.15% | 37,623 | -1,248 | -3.2% | -$39.70万 | 减仓 |
| QUS | SPDR SERIES TRUST | $1,261.61万 | 1.21% | 73,503 | 1,192 | 1.6% | $20.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,323.56万 | 1.27% | 22,150 | 763 | 3.6% | $45.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,456.71万 | 1.40% | 25,238 | -316 | -1.2% | -$18.24万 | 减仓 |
| AMZN | AMAZON COM INC | $1,494.28万 | 1.43% | 71,747 | 2,563 | 3.7% | $53.38万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,516.57万 | 1.46% | 205,944 | 14,475 | 7.6% | $106.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,923.16万 | 1.85% | 110,273 | 5,693 | 5.4% | $99.29万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,972.46万 | 1.89% | 53,285 | 1,458 | 2.8% | $53.97万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,234.96万 | 2.14% | 108,599 | 2,078 | 2.0% | $42.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,709.59万 | 2.60% | 84,461 | 7,425 | 9.6% | $238.20万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,911.75万 | 2.79% | 1,108,814 | 82,310 | 8.0% | $216.15万 | 加仓 |
| PYLD | PIMCO ETF TR | $3,072.77万 | 2.95% | 1,172,812 | 101,666 | 9.5% | $266.36万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,360.29万 | 3.22% | 713,740 | 52,294 | 7.9% | $246.20万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,067.62万 | 3.90% | 956,187 | 19,762 | 2.1% | $84.07万 | 加仓 |
| AAPL | APPLE INC | $4,171.46万 | 4.00% | 164,367 | 16,713 | 11.3% | $424.16万 | 加仓 |
| WMT | WALMART INC | $4,298.55万 | 4.12% | 345,876 | 273,008 | 374.7% | $3,392.94万 | 加仓 |