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 |
|---|---|---|---|---|---|---|---|---|
| SMTC | SEMTECH CORP COM | $6,636 | 0.00% | 41 | 41 | — | $6,636 | 新建仓 |
| DOV | DOVER CORP COM | $6,728 | 0.00% | 30 | 30 | — | $6,728 | 新建仓 |
| HRI | HERC HLDGS INC COM | $6,737 | 0.00% | 47 | 47 | — | $6,737 | 新建仓 |
| — | FITZ-GERALD MUST HAVE PORTFOLIO ETF | $6,772 | 0.00% | 278 | 278 | — | $6,772 | 新建仓 |
| QTUM | DEFIANCE QUANTUM ETF | $6,774 | 0.00% | 41 | 41 | — | $6,774 | 新建仓 |
| NTCT | NETSCOUT SYS INC COM | $6,794 | 0.00% | 156 | 156 | — | $6,794 | 新建仓 |
| CVLT | COMMVAULT SYS INC COM | $6,803 | 0.00% | 48 | 48 | — | $6,803 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS INC COM | $6,847 | 0.00% | 18 | 18 | — | $6,847 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $6,877 | 0.00% | 265 | 265 | — | $6,877 | 新建仓 |
| FIVN | FIVE9 INC COM | $6,886 | 0.00% | 323 | 323 | — | $6,886 | 新建仓 |
| VSTS | VESTIS CORPORATION COM SHS | $6,897 | 0.00% | 475 | 475 | — | $6,897 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $6,901 | 0.00% | 62 | 62 | — | $6,901 | 新建仓 |
| FTNT | FORTINET INC COM | $6,913 | 0.00% | 45 | 45 | — | $6,913 | 新建仓 |
| SMR | NUSCALE PWR CORP CL A COM | $6,921 | 0.00% | 690 | 690 | — | $6,921 | 新建仓 |
| RDW | REDWIRE CORPORATION COM | $6,922 | 0.00% | 566 | 566 | — | $6,922 | 新建仓 |
| VPLS | VANGUARD CORE PLUS BOND ETF | $6,933 | 0.00% | 89 | 89 | — | $6,933 | 新建仓 |
| LEN | LENNAR CORP CL A | $6,968 | 0.00% | 77 | 77 | — | $6,968 | 新建仓 |
| SE | SEA LTD SPONSORD ADS | $6,996 | 0.00% | 73 | 73 | — | $6,996 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6,999 | 0.00% | 79 | 79 | — | $6,999 | 新建仓 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $7,002 | 0.00% | 628 | 628 | — | $7,002 | 新建仓 |
| RMD | RESMED INC COM | $7,016 | 0.00% | 36 | 36 | — | $7,016 | 新建仓 |
| JD | JD.COM INC SPON ADS CL A | $7,058 | 0.00% | 277 | 277 | — | $7,058 | 新建仓 |
| GMAB | GENMAB A/S SPONSORED ADS | $7,060 | 0.00% | 257 | 257 | — | $7,060 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $7,076 | 0.00% | 163 | 163 | — | $7,076 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $7,079 | 0.00% | 186 | 186 | — | $7,079 | 新建仓 |
| ALNT | ALLIENT INC COM | $7,102 | 0.00% | 69 | 69 | — | $7,102 | 新建仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $7,130 | 0.00% | 102 | 102 | — | $7,130 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE C COM | $7,132 | 0.00% | 70 | 70 | — | $7,132 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $7,139 | 0.00% | 53 | 53 | — | $7,139 | 新建仓 |
| INSM | INSMED INC COM PAR $.01 | $7,144 | 0.00% | 67 | 67 | — | $7,144 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $7,151 | 0.00% | 66 | 66 | — | $7,151 | 新建仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $7,158 | 0.00% | 112 | 112 | — | $7,158 | 新建仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $7,256 | 0.00% | 69 | -2,403 | -97.2% | -$25.27万 | 重新持有 |
| BUG | GLOBAL X CYBERSECURITY ETF | $7,256 | 0.00% | 190 | 190 | — | $7,256 | 新建仓 |
| REXR | REXFORD INDL RLTY INC COM | $7,337 | 0.00% | 219 | 219 | — | $7,337 | 新建仓 |
| RBRK | RUBRIK INC. CL A | $7,386 | 0.00% | 92 | 92 | — | $7,386 | 新建仓 |
| MDB | MONGODB INC CL A | $7,390 | 0.00% | 22 | 22 | — | $7,390 | 新建仓 |
| CNX | CNX RES CORP COM | $7,397 | 0.00% | 218 | 218 | — | $7,397 | 新建仓 |
| SUI | SUN CMNTYS INC COM | $7,434 | 0.00% | 62 | 62 | — | $7,434 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY COM | $7,438 | 0.00% | 334 | 334 | — | $7,438 | 新建仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $7,469 | 0.00% | 145 | 145 | — | $7,469 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $7,503 | 0.00% | 54 | 54 | — | $7,503 | 新建仓 |
| CVNA | CARVANA CO CL A | $7,503 | 0.00% | 114 | 114 | — | $7,503 | 新建仓 |
| WAB | WABTEC COM | $7,549 | 0.00% | 28 | 28 | — | $7,549 | 新建仓 |
| CRC | CALIFORNIA RES CORP COM STOCK | $7,560 | 0.00% | 143 | 143 | — | $7,560 | 新建仓 |
| NDAQ | NASDAQ INC COM | $7,567 | 0.00% | 96 | 96 | — | $7,567 | 新建仓 |
| RGR | STURM RUGER & CO INC COM | $7,570 | 0.00% | 200 | 200 | — | $7,570 | 新建仓 |
| ARKX | ARK SPACE & DEFENSE INNOVATION ETF | $7,609 | 0.00% | 223 | 223 | — | $7,609 | 新建仓 |
| MLI | MUELLER INDS INC COM | $7,622 | 0.00% | 62 | 62 | — | $7,622 | 新建仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $7,672 | 0.00% | 93 | 93 | — | $7,672 | 新建仓 |
| WRB | BERKLEY W R CORP COM | $7,688 | 0.00% | 109 | 109 | — | $7,688 | 新建仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $7,697 | 0.00% | 345 | 345 | — | $7,697 | 新建仓 |
| ANGX | ANGEL STUDIOS INC. CL A COM | $7,711 | 0.00% | 2,101 | 2,101 | — | $7,711 | 新建仓 |
| MMS | MAXIMUS INC COM | $7,741 | 0.00% | 144 | 144 | — | $7,741 | 新建仓 |
| — | TOEWS AGILITY SHARES DYNAMIC TACTICAL INCOME ETF | $7,741 | 0.00% | 354 | 354 | — | $7,741 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $7,743 | 0.00% | 95 | 95 | — | $7,743 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW COM | $7,780 | 0.00% | 2,000 | 2,000 | — | $7,780 | 新建仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $7,814 | 0.00% | 97 | 97 | — | $7,814 | 新建仓 |
| CENX | CENTURY ALUM CO COM | $7,822 | 0.00% | 170 | 170 | — | $7,822 | 新建仓 |
| NDSN | NORDSON CORP COM | $7,844 | 0.00% | 26 | 26 | — | $7,844 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $7,865 | 0.00% | 25 | 25 | — | $7,865 | 新建仓 |
| — | SPROTT COPPER MINERS ETF | $7,890 | 0.00% | 206 | 206 | — | $7,890 | 新建仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD INC COM | $7,902 | 0.00% | 664 | 664 | — | $7,902 | 新建仓 |
| — | AVALONBAY CMNTYS INC COM | $7,925 | 0.00% | 42 | 42 | — | $7,925 | 新建仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $7,932 | 0.00% | 306 | 306 | — | $7,932 | 新建仓 |
| CART | MAPLEBEAR INC COM | $7,955 | 0.00% | 168 | 168 | — | $7,955 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $7,968 | 0.00% | 134 | 134 | — | $7,968 | 新建仓 |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | $8,014 | 0.00% | 250 | 250 | — | $8,014 | 新建仓 |
| BIZD | VANECK BDC INCOME ETF | $8,102 | 0.00% | 640 | 640 | — | $8,102 | 新建仓 |
| NULG | NUVEEN ESG LARGE-CAP GROWTH ETF | $8,110 | 0.00% | 69 | 69 | — | $8,110 | 新建仓 |
| — | TOPBUILD COR COM | $8,154 | 0.00% | 23 | 23 | — | $8,154 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $8,159 | 0.00% | 61 | 61 | — | $8,159 | 新建仓 |
| INFQ | INFLEQTION INC COM SHS | $8,165 | 0.00% | 613 | 613 | — | $8,165 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $8,204 | 0.00% | 121 | 121 | — | $8,204 | 新建仓 |
| SOC | SABLE OFFSHORE CORP COM SHS | $8,239 | 0.00% | 2,675 | 2,675 | — | $8,239 | 新建仓 |
| CR | CRANE COMPANY COMMON STOCK | $8,254 | 0.00% | 37 | 37 | — | $8,254 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $8,283 | 0.00% | 46 | 46 | — | $8,283 | 新建仓 |
| POWL | POWELL INDS INC COM | $8,304 | 0.00% | 29 | 29 | — | $8,304 | 新建仓 |
| TRMK | TRUSTMARK CORP COM | $8,328 | 0.00% | 181 | 181 | — | $8,328 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $8,332 | 0.00% | 107 | 107 | — | $8,332 | 新建仓 |
| MCHI | ISHARES MSCI CHINA ETF | $8,368 | 0.00% | 164 | 164 | — | $8,368 | 新建仓 |
| — | EATON VANCE TAX MNGED BUY WRIT COM | $8,392 | 0.00% | 540 | 540 | — | $8,392 | 新建仓 |
| OKLO | OKLO INC COM CL A | $8,407 | 0.00% | 161 | 161 | — | $8,407 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $8,438 | 0.00% | 75 | 75 | — | $8,438 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $8,500 | 0.00% | 80 | 80 | — | $8,500 | 新建仓 |
| URBN | URBAN OUTFITTERS INC COM | $8,503 | 0.00% | 120 | 120 | — | $8,503 | 新建仓 |
| MRNA | MODERNA INC COM | $8,544 | 0.00% | 122 | 122 | — | $8,544 | 新建仓 |
| MTB | M & T BK CORP COM | $8,568 | 0.00% | 36 | 36 | — | $8,568 | 新建仓 |
| NMRK | NEWMARK GROUP INC CL A | $8,628 | 0.00% | 571 | 571 | — | $8,628 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $8,636 | 0.00% | 14 | 14 | — | $8,636 | 新建仓 |
| — | DRAGANFLY INC. COM | $8,672 | 0.00% | 1,600 | 1,600 | — | $8,672 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $8,674 | 0.00% | 158 | 158 | — | $8,674 | 新建仓 |
| QXO | QXO INC COM NEW | $8,675 | 0.00% | 502 | 502 | — | $8,675 | 新建仓 |
| GTY | GETTY RLTY CORP NEW COM | $8,707 | 0.00% | 261 | 261 | — | $8,707 | 新建仓 |
| MGC | VANGUARD MORNINGSTAR MEGA CAP ETF | $8,756 | 0.00% | 32 | 32 | — | $8,756 | 新建仓 |
| VTRS | VIATRIS INC COM | $8,798 | 0.00% | 554 | 554 | — | $8,798 | 新建仓 |
| PACS | PACS GROUP INC COM SHS | $8,826 | 0.00% | 207 | 207 | — | $8,826 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $8,960 | 0.00% | 500 | 500 | — | $8,960 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $8,964 | 0.00% | 464 | 464 | — | $8,964 | 新建仓 |
| MYRG | MYR GROUP INC COM | $9,007 | 0.00% | 18 | 18 | — | $9,007 | 新建仓 |