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 |
|---|---|---|---|---|---|---|---|---|
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $258.06万 | 0.21% | 45,952 | -2,138 | -4.4% | -$12.01万 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $253.69万 | 0.21% | 14,957 | 382 | 2.6% | $6.48万 | 加仓 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $251.32万 | 0.20% | 28,589 | 1,059 | 3.8% | $9.31万 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $250.16万 | 0.20% | 32,501 | 92 | 0.3% | $7,081 | 加仓 |
| CSCO | CISCO SYS INC COM | $247.95万 | 0.20% | 21,110 | 908 | 4.5% | $10.67万 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $246.92万 | 0.20% | 26,077 | 1,110 | 4.4% | $10.51万 | 加仓 |
| KLAC | KLA CORP COM NEW | $243.39万 | 0.20% | 8,067 | 837 | 11.6% | $25.25万 | 加仓 |
| CCJ | CAMECO CORP COM | $236.56万 | 0.19% | 23,224 | 949 | 4.3% | $9.67万 | 加仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $231.55万 | 0.19% | 38,405 | 15,886 | 70.5% | $95.78万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $231.02万 | 0.19% | 29,960 | -2,274 | -7.1% | -$17.54万 | 减仓 |
| QCOM | QUALCOMM INC COM | $230.19万 | 0.19% | 12,457 | -364 | -2.8% | -$6.73万 | 减仓 |
| V | VISA INC COM CL A | $221.46万 | 0.18% | 6,455 | 262 | 4.2% | $8.99万 | 加仓 |
| — | SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF | $220.99万 | 0.18% | 173,093 | 17,964 | 11.6% | $22.93万 | 加仓 |
| HD | HOME DEPOT INC COM | $220.45万 | 0.18% | 6,251 | -208 | -3.2% | -$7.34万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $209.55万 | 0.17% | 25,521 | 2,813 | 12.4% | $23.10万 | 加仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $205.88万 | 0.17% | 80,173 | 6,063 | 8.2% | $15.57万 | 加仓 |
| CACI | CACI INTL INC CL A | $202.68万 | 0.16% | 4,375 | -108 | -2.4% | -$5.00万 | 减仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $198.76万 | 0.16% | 84,796 | 219 | 0.3% | $5,133 | 加仓 |
| LIN | LINDE PLC SHS | $198.34万 | 0.16% | 3,822 | -86 | -2.2% | -$4.46万 | 减仓 |
| INTC | INTEL CORP COM | $197.62万 | 0.16% | 14,153 | 415 | 3.0% | $5.79万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $195.60万 | 0.16% | 179,446 | 10,191 | 6.0% | $11.11万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $195.34万 | 0.16% | 27,416 | -1,159 | -4.1% | -$8.26万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $194.45万 | 0.16% | 13,111 | -2,806 | -17.6% | -$41.62万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $192.94万 | 0.16% | 10,665 | 1,352 | 14.5% | $24.46万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $189.97万 | 0.15% | 25,178 | -6,775 | -21.2% | -$51.12万 | 减仓 |
| ENTG | ENTEGRIS INC COM | $186.75万 | 0.15% | 10,383 | 10,383 | — | $186.75万 | 新建仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $184.51万 | 0.15% | 12,958 | -107 | -0.8% | -$1.52万 | 减仓 |
| XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $182.37万 | 0.15% | 38,581 | 5,110 | 15.3% | $24.16万 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $181.79万 | 0.15% | 23,870 | -6,683 | -21.9% | -$50.90万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $179.86万 | 0.15% | 35,623 | 5,518 | 18.3% | $27.86万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $179.56万 | 0.15% | 65,507 | 53,117 | 428.7% | $145.59万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $178.68万 | 0.14% | 51,331 | 656 | 1.3% | $2.28万 | 加仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $173.27万 | 0.14% | 37,047 | -4,835 | -11.5% | -$22.61万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $173.08万 | 0.14% | 62,483 | 3,072 | 5.2% | $8.51万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $172.56万 | 0.14% | 34,116 | 1,244 | 3.8% | $6.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $172.36万 | 0.14% | 3,356 | -734 | -17.9% | -$37.70万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $170.55万 | 0.14% | 6,065 | 664 | 12.3% | $18.67万 | 加仓 |
| VSAT | VIASAT INC COM | $170.50万 | 0.14% | 18,985 | 0 | 0.0% | — | 不变 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $169.15万 | 0.14% | 34,499 | -17,536 | -33.7% | -$85.98万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $167.94万 | 0.14% | 27,325 | -84 | -0.3% | -$5,163 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $167.36万 | 0.14% | 43,369 | 15,866 | 57.7% | $61.23万 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $162.93万 | 0.13% | 26,195 | 19,112 | 269.8% | $118.88万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $162.31万 | 0.13% | 11,068 | -4,183 | -27.4% | -$61.34万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $161.48万 | 0.13% | 11,052 | 9,340 | 545.6% | $136.47万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $160.92万 | 0.13% | 55,469 | 4,544 | 8.9% | $13.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $157.84万 | 0.13% | 3,305 | 731 | 28.4% | $34.91万 | 加仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $155.40万 | 0.13% | 30,566 | 24,328 | 390.0% | $123.68万 | 加仓 |
| PJAN | INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $155.34万 | 0.13% | 31,389 | -74 | -0.2% | -$3,662 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $153.31万 | 0.12% | 25,684 | -2,085 | -7.5% | -$12.45万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $149.91万 | 0.12% | 18,140 | 3,511 | 24.0% | $29.01万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $148.83万 | 0.12% | 2,067 | 26 | 1.3% | $1.87万 | 加仓 |
| C | CITIGROUP INC COM NEW | $148.69万 | 0.12% | 10,624 | 1,726 | 19.4% | $24.16万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $145.91万 | 0.12% | 8,301 | 7,274 | 708.3% | $127.86万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $145.88万 | 0.12% | 29,042 | 592 | 2.1% | $2.97万 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $145.73万 | 0.12% | 17,714 | 412 | 2.4% | $3.39万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $145.50万 | 0.12% | 44,334 | 4,368 | 10.9% | $14.34万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $145.43万 | 0.12% | 10,914 | 1,495 | 15.9% | $19.92万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $145.24万 | 0.12% | 15,751 | 1,193 | 8.2% | $11.00万 | 加仓 |
| ORCL | ORACLE CORP COM | $141.82万 | 0.11% | 9,677 | 481 | 5.2% | $7.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $141.80万 | 0.11% | 4,158 | 262 | 6.7% | $8.93万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $141.30万 | 0.11% | 26,426 | 13,683 | 107.4% | $73.16万 | 加仓 |
| PAUG | INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $141.13万 | 0.11% | 30,923 | -7 | -0.0% | -$319 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $138.15万 | 0.11% | 30,211 | 246 | 0.8% | $1.12万 | 加仓 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $137.94万 | 0.11% | 6,832 | -3,322 | -32.7% | -$67.07万 | 减仓 |
| KO | COCA COLA CO COM | $136.78万 | 0.11% | 16,831 | -323 | -1.9% | -$2.62万 | 减仓 |
| GEV | GE VERNOVA INC COM | $136.52万 | 0.11% | 1,162 | 413 | 55.1% | $48.52万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $133.59万 | 0.11% | 84,125 | -10,231 | -10.8% | -$16.25万 | 减仓 |
| MTBA | SIMPLIFY MBS ETF | $132.47万 | 0.11% | 26,996 | 398 | 1.5% | $1.95万 | 加仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $132.44万 | 0.11% | 31,775 | 31,775 | — | $132.44万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $132.09万 | 0.11% | 31,197 | 497 | 1.6% | $2.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $131.02万 | 0.11% | 11,230 | 2,058 | 22.4% | $24.01万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $130.81万 | 0.11% | 28,997 | 28,997 | — | $130.81万 | 新建仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $129.93万 | 0.11% | 3,836 | 18 | 0.5% | $6,097 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $129.77万 | 0.10% | 12,188 | 303 | 2.5% | $3.23万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $128.45万 | 0.10% | 2,562 | 103 | 4.2% | $5.16万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $127.66万 | 0.10% | 8,168 | -791 | -8.8% | -$12.36万 | 减仓 |
| PSEP | INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $126.97万 | 0.10% | 27,572 | -7 | -0.0% | -$322 | 减仓 |
| MRK | MERCK & CO INC COM | $126.57万 | 0.10% | 9,850 | -31 | -0.3% | -$3,984 | 减仓 |
| AMGN | AMGEN INC COM | $125.86万 | 0.10% | 3,476 | 222 | 6.8% | $8.04万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $123.60万 | 0.10% | 36,523 | 3,114 | 9.3% | $10.54万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $122.70万 | 0.10% | 13,980 | -987 | -6.6% | -$8.66万 | 减仓 |
| EOG | EOG RES INC COM | $122.40万 | 0.10% | 9,435 | 132 | 1.4% | $1.71万 | 加仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $118.39万 | 0.10% | 12,276 | 1,587 | 14.8% | $15.30万 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $118.36万 | 0.10% | 24,323 | -5,184 | -17.6% | -$25.23万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $117.23万 | 0.09% | 5,163 | -154 | -2.9% | -$3.50万 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $116.79万 | 0.09% | 8,832 | 5,891 | 200.3% | $77.90万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $116.57万 | 0.09% | 37,481 | 562 | 1.5% | $1.75万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $115.58万 | 0.09% | 5,761 | 143 | 2.5% | $2.87万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $114.97万 | 0.09% | 12,671 | 420 | 3.4% | $3.81万 | 加仓 |
| TJX | TJX COS INC NEW COM | $114.78万 | 0.09% | 7,576 | 557 | 7.9% | $8.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $114.67万 | 0.09% | 4,515 | -4,074 | -47.4% | -$103.47万 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $114.18万 | 0.09% | 12,576 | -121 | -1.0% | -$1.10万 | 减仓 |
| MCD | MCDONALDS CORP COM | $113.94万 | 0.09% | 4,215 | 113 | 2.8% | $3.05万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $112.14万 | 0.09% | 7,096 | -60 | -0.8% | -$9,482 | 减仓 |
| 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 |
| DIS | DISNEY WALT CO COM | $109.36万 | 0.09% | 11,362 | 1,402 | 14.1% | $13.49万 | 加仓 |
| CSX | CSX CORP COM | $108.96万 | 0.09% | 22,925 | 318 | 1.4% | $1.51万 | 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 |
| DIVB | ISHARES CORE DIVIDEND ETF | $106.04万 | 0.09% | 17,215 | 27 | 0.2% | $1,663 | 加仓 |
| IDA | IDACORP INC COM | $105.24万 | 0.09% | 6,956 | -33 | -0.5% | -$4,993 | 减仓 |