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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | $4,736.99万 | 3.83% | 163,706 | -661 | -0.4% | -$19.13万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $4,595.89万 | 3.72% | 932,608 | -23,579 | -2.5% | -$116.20万 | 减仓 |
| WMT | WALMART INC COM | $4,054.48万 | 3.28% | 357,980 | 12,104 | 3.5% | $137.09万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $3,520.12万 | 2.85% | 30,496 | -1,587 | -4.9% | -$183.19万 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $3,454.49万 | 2.79% | 735,937 | 22,197 | 3.1% | $104.19万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $3,262.10万 | 2.64% | 1,230,054 | 57,242 | 4.9% | $151.81万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $3,222.90万 | 2.61% | 87,096 | 2,635 | 3.1% | $97.51万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $2,956.98万 | 2.39% | 1,129,480 | 20,666 | 1.9% | $54.10万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $2,703.12万 | 2.19% | 109,789 | 1,190 | 1.1% | $29.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,312.21万 | 1.87% | 115,558 | 5,285 | 4.8% | $105.75万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $2,024.09万 | 1.64% | 54,262 | 977 | 1.8% | $36.44万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,775.66万 | 1.44% | 24,113 | -1,125 | -4.5% | -$82.84万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,758.66万 | 1.42% | 73,788 | 2,041 | 2.8% | $48.65万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,749.01万 | 1.41% | 25,466 | 3,316 | 15.0% | $227.74万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $1,710.59万 | 1.38% | 233,019 | 27,075 | 13.1% | $198.76万 | 加仓 |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $1,403.18万 | 1.13% | 75,092 | 1,589 | 2.2% | $29.69万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,341.00万 | 1.08% | 37,524 | 2,061 | 5.8% | $73.65万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $1,340.68万 | 1.08% | 36,644 | -979 | -2.6% | -$35.82万 | 减仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $1,272.46万 | 1.03% | 238,288 | 23,471 | 10.9% | $125.34万 | 加仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ET | $1,182.49万 | 0.96% | 34,384 | -2,721 | -7.3% | -$93.58万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $1,098.37万 | 0.89% | 113,726 | 4,389 | 4.0% | $42.39万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,063.37万 | 0.86% | 14,199 | 610 | 4.5% | $45.68万 | 加仓 |
| — | SIMPLIFY OPPORTUNISTIC INCOME ETF | $1,049.29万 | 0.85% | 446,026 | 14,316 | 3.3% | $33.68万 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $831.57万 | 0.67% | 108,419 | 9,256 | 9.3% | $70.99万 | 加仓 |
| MCK | MCKESSON CORP COM | $824.96万 | 0.67% | 10,918 | 10,422 | 2,101.2% | $787.49万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $823.25万 | 0.67% | 259,619 | 32,498 | 14.3% | $103.05万 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $794.09万 | 0.64% | 26,197 | 126 | 0.5% | $3.82万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $781.87万 | 0.63% | 10,470 | 584 | 5.9% | $43.61万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $745.89万 | 0.60% | 81,394 | 2,990 | 3.8% | $27.40万 | 加仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $737.86万 | 0.60% | 91,580 | 1,520 | 1.7% | $12.25万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $737.66万 | 0.60% | 61,994 | 8,094 | 15.0% | $96.31万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $733.05万 | 0.59% | 155,308 | 3,611 | 2.4% | $17.04万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $689.45万 | 0.56% | 136,824 | -1,266 | -0.9% | -$6.38万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $673.54万 | 0.54% | 76,643 | 457 | 0.6% | $4.02万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $631.85万 | 0.51% | 28,993 | 1,599 | 5.8% | $34.85万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $628.33万 | 0.51% | 68,903 | 68,903 | — | $628.33万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $610.53万 | 0.49% | 6,526 | -669 | -9.3% | -$62.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $603.83万 | 0.49% | 18,447 | -1,138 | -5.8% | -$37.25万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $600.24万 | 0.49% | 173,380 | 18,241 | 11.8% | $63.15万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $597.90万 | 0.48% | 104,492 | -44 | -0.0% | -$2,518 | 减仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $595.89万 | 0.48% | 314,784 | 7,839 | 2.6% | $14.84万 | 加仓 |
| AVGO | BROADCOM INC COM | $595.50万 | 0.48% | 15,764 | 863 | 5.8% | $32.60万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $590.18万 | 0.48% | 25,012 | 10,028 | 66.9% | $236.62万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $584.05万 | 0.47% | 115,425 | 5,597 | 5.1% | $28.32万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $574.24万 | 0.46% | 44,929 | -239 | -0.5% | -$3.05万 | 减仓 |
| INTU | INTUIT COM | $572.11万 | 0.46% | 21,920 | 21,378 | 3,944.3% | $557.97万 | 重新持有 |
| LLY | ELI LILLY & CO COM | $569.01万 | 0.46% | 4,744 | 2,296 | 93.8% | $275.39万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $567.34万 | 0.46% | 122,933 | 20,107 | 19.6% | $92.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $547.98万 | 0.44% | 10,951 | 334 | 3.1% | $16.71万 | 加仓 |
| CI | THE CIGNA GROUP COM | $541.23万 | 0.44% | 19,633 | 68 | 0.3% | $1.87万 | 加仓 |
| JPIE | JPMORGAN INCOME ETF | $529.41万 | 0.43% | 114,965 | 1,719 | 1.5% | $7.92万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $515.97万 | 0.42% | 14,603 | 1,047 | 7.7% | $36.99万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $511.53万 | 0.41% | 90,569 | -16,538 | -15.4% | -$93.41万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $495.25万 | 0.40% | 95,515 | 579 | 0.6% | $3.00万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $479.36万 | 0.39% | 15,955 | -663 | -4.0% | -$19.92万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $467.64万 | 0.38% | 105,135 | -4,266 | -3.9% | -$18.98万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $453.93万 | 0.37% | 105,223 | 3,787 | 3.7% | $16.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $439.81万 | 0.36% | 7,571 | 452 | 6.3% | $26.26万 | 加仓 |
| ADBE | ADOBE INC COM | $436.14万 | 0.35% | 21,273 | 19,477 | 1,084.5% | $399.32万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $420.34万 | 0.34% | 70,374 | 37,079 | 111.4% | $221.47万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $420.08万 | 0.34% | 56,508 | 373 | 0.7% | $2.77万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $418.62万 | 0.34% | 80,846 | 1,482 | 1.9% | $7.67万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $415.84万 | 0.34% | 109,546 | 15,516 | 16.5% | $58.90万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $409.16万 | 0.33% | 109,227 | 109,227 | — | $409.16万 | 新建仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $407.47万 | 0.33% | 47,303 | -499 | -1.0% | -$4.30万 | 减仓 |
| CAT | CATERPILLAR INC COM | $407.22万 | 0.33% | 3,824 | -40 | -1.0% | -$4.26万 | 减仓 |
| META | META PLATFORMS INC CL A | $404.99万 | 0.33% | 7,190 | 535 | 8.0% | $30.14万 | 加仓 |
| TSLA | TESLA INC COM | $404.33万 | 0.33% | 9,613 | 109 | 1.1% | $4.58万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $404.09万 | 0.33% | 35,181 | 732 | 2.1% | $8.41万 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $396.68万 | 0.32% | 48,012 | 12 | 0.0% | $991 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $394.61万 | 0.32% | 46,159 | 3,719 | 8.8% | $31.79万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $392.10万 | 0.32% | 45,429 | 45,429 | — | $392.10万 | 新建仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $388.59万 | 0.31% | 80,653 | 2,416 | 3.1% | $11.64万 | 加仓 |
| PTC | PTC INC COM | $386.23万 | 0.31% | 33,996 | 31,227 | 1,127.7% | $354.77万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $379.74万 | 0.31% | 75,093 | -3,938 | -5.0% | -$19.91万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $360.11万 | 0.29% | 44,426 | 20,948 | 89.2% | $169.80万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $357.85万 | 0.29% | 21,588 | -1,556 | -6.7% | -$25.79万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $357.73万 | 0.29% | 14,967 | 292 | 2.0% | $6.98万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $354.64万 | 0.29% | 83,621 | 10,565 | 14.5% | $44.81万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $352.89万 | 0.29% | 70,890 | -2,218 | -3.0% | -$11.04万 | 减仓 |
| ABBV | ABBVIE INC COM | $344.35万 | 0.28% | 13,684 | -167 | -1.2% | -$4.20万 | 减仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $342.50万 | 0.28% | 67,223 | 26,347 | 64.5% | $134.24万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $342.39万 | 0.28% | 24,896 | 6,724 | 37.0% | $92.47万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $335.77万 | 0.27% | 77,189 | 3,995 | 5.5% | $17.38万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $335.70万 | 0.27% | 30,429 | 1,060 | 3.6% | $11.69万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $325.48万 | 0.26% | 39,290 | -2,644 | -6.3% | -$21.90万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $324.94万 | 0.26% | 31,532 | -4,635 | -12.8% | -$47.76万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $322.11万 | 0.26% | 5,027 | -207 | -4.0% | -$13.26万 | 减仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $316.54万 | 0.26% | 57,942 | 3,134 | 5.7% | $17.12万 | 加仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $314.98万 | 0.25% | 141,309 | -844 | -0.6% | -$1.88万 | 减仓 |
| GLD | SPDR GOLD SHARES | $302.40万 | 0.24% | 8,209 | -2,205 | -21.2% | -$81.23万 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $300.48万 | 0.24% | 38,021 | 1,975 | 5.5% | $15.61万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $298.76万 | 0.24% | 14,446 | 34 | 0.2% | $7,032 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $296.70万 | 0.24% | 37,102 | 11,761 | 46.4% | $94.05万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $294.07万 | 0.24% | 23,571 | 7,249 | 44.4% | $90.44万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $286.31万 | 0.23% | 9,450 | 2,491 | 35.8% | $75.47万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $285.05万 | 0.23% | 18,013 | 14,330 | 389.1% | $226.77万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $272.11万 | 0.22% | 28,218 | 1,345 | 5.0% | $12.97万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $264.06万 | 0.21% | 11,160 | 5,933 | 113.5% | $140.38万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $258.71万 | 0.21% | 116,535 | 10,884 | 10.3% | $24.16万 | 加仓 |