13F 机构持仓

CONTINUUM WEALTH ADVISORS, LLC

SARATOGA SPRINGS NY · SEC CIK 0001966482

2026Q22026Q1 更早 9 个季度 🔒
$2.96亿2026Q2 申报市值
82持仓数
79.9%前十大占比 · 第一大 14.7%
14 / 5新建仓 / 清仓
申报市值走势$2.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AVUS 14.7%
CAOS 14.0%
VEA 12.9%
GLDM 7.4%
IVV 6.7%
RSST 6.0%
AVIG 5.8%
CERY 4.6%
STIP 4.4%
XLK 3.5%

2026Q2 买入最多 按季末市值估算

AVIG 新建仓+$1,711.69万
VEA 加仓+$1,470.96万
AVUS 加仓+$999.27万
XLK 重新持有+$491.56万
RSST 加仓+$348.93万

2026Q2 卖出最多 按季末市值估算

CAOS 减仓-$1,020.35万
XLC 清仓-$874.23万
STIP 减仓-$113.53万
JPST 减仓-$35.26万
CAMBRIA ETF TR 清仓-$31.00万

2026Q2 持仓明细 点表头排序

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
XLC SELECT SECTOR SPDR TR $00.00%0 -78,859-100.0% -$874.23万 清仓
— CAMBRIA ETF TR $00.00%0 -26,475-100.0% -$31.00万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2,976-100.0% -$27.64万 清仓
CVX CHEVRON CORPORATION $00.00%0 -1,060-100.0% -$21.93万 清仓
— AKANDA CORP $00.00%0 -16,723-100.0% -$1.17万 清仓
PLUG PLUG PWR INC $3.93万0.01%14,500 00.0% — 不变
ARKG ARK ETF TR $20.50万0.07%4,875 4,875— $20.50万 新建仓
AMD ADVANCED MICRO DEVICES INC $20.74万0.07%357 357— $20.74万 新建仓
CAT CATERPILLAR INC $20.77万0.07%195 195— $20.77万 新建仓
CRWD CROWDSTRIKE HLDGS INC $21.22万0.07%278 278— $21.22万 新建仓
VSGX VANGUARD WORLD FD $21.22万0.07%2,577 2,577— $21.22万 新建仓
GOOGL ALPHABET INC $22.37万0.08%626 626— $22.37万 新建仓
TD TORONTO DOMINION BK ONT $22.88万0.08%1,884 1,884— $22.88万 新建仓
MCD MCDONALDS CORP $24.71万0.08%914 00.0% — 不变
BMO BANK MONTREAL MEDIUM $25.16万0.08%1,424 1,424— $25.16万 新建仓
JNJ JOHNSON & JOHNSON $25.35万0.09%998 00.0% — 不变
APH AMPHENOL CORP $26.31万0.09%1,492 40.3% $705 重新持有
IWM ISHARES TR $26.32万0.09%876 00.0% — 不变
SMH VANECK ETF TRUST $26.37万0.09%402 402— $26.37万 新建仓
MDY STATE STR SPDR S&P MIDCAP 40 $26.87万0.09%382 382— $26.87万 新建仓
ESGV VANGUARD WORLD FD $27.74万0.09%2,098 21311.3% $2.82万 加仓
RXI ISHARES TR $28.37万0.10%1,470 00.0% — 不变
IXJ ISHARES TR $29.45万0.10%2,993 00.0% — 不变
DGRO ISHARES TR $31.90万0.11%4,209 -235-5.3% -$1.78万 减仓
IYH ISHARES TR $32.04万0.11%4,782 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $32.07万0.11%6,342 -6,972-52.4% -$35.26万 减仓
IMO IMPERIAL OIL LTD $33.05万0.11%2,950 00.0% — 不变
DCO DUCOMMUN INC DEL $33.08万0.11%1,786 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $34.29万0.12%1,449 00.0% — 不变
VTI VANGUARD INDEX FDS $35.11万0.12%949 -24-2.5% -$8,878 减仓
KBE SPDR SERIES TRUST $35.22万0.12%5,163 5,163— $35.22万 新建仓
KRE SPDR SERIES TRUST $35.27万0.12%4,712 4,712— $35.27万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $35.55万0.12%476 -10-2.1% -$7,468 减仓
IAU ISHARES GOLD TR $39.50万0.13%5,231 -394-7.0% -$2.98万 减仓
QQQ INVESCO QQQ TR $40.35万0.14%548 -1-0.2% -$736 重新持有
DVY ISHARES TR $42.69万0.14%2,731 00.0% — 不变
VUG VANGUARD INDEX FDS $43.78万0.15%5,082 -312-5.8% -$2.69万 减仓
UNP UNION PAC CORP $44.12万0.15%1,622 00.0% — 不变
GOOG ALPHABET INC $45.44万0.15%1,286 00.0% — 不变
— EXXON MOBIL CORP $47.89万0.16%3,503 -1,013-22.4% -$13.85万 减仓
INTC INTEL CORP $49.08万0.17%3,515 3,515— $49.08万 新建仓
UNH UNITEDHEALTH GROUP INC $50.46万0.17%1,214 45159.1% $18.74万 加仓
— INNOVATOR ETFS TRUST $53.26万0.18%18,877 00.0% — 不变
JPM JPMORGAN CHASE & CO $55.32万0.19%1,690 20814.0% $6.81万 加仓
AMZN AMAZON COM INC $63.02万0.21%2,644 1757.1% $4.17万 加仓
SCHA SCHWAB STRATEGIC TR $65.27万0.22%18,064 10,300132.7% $37.21万 加仓
IBM INTERNATIONAL BUSINESS MACHS $65.63万0.22%2,334 33516.8% $9.42万 加仓
IXN ISHARES TR $66.43万0.22%4,598 -172-3.6% -$2.49万 减仓
NVDA NVIDIA CORPORATION $66.93万0.23%3,345 1003.1% $2.00万 加仓
SCHM SCHWAB STRATEGIC TR $73.18万0.25%19,849 00.0% — 不变
— INNOVATOR ETFS TRUST $73.92万0.25%27,024 00.0% — 不变
LLY ELI LILLY & CO $76.04万0.26%634 17939.3% $21.47万 加仓
SPLV INVESCO EXCH TRADED FD TR II $77.45万0.26%10,340 00.0% — 不变
AAEQ EA SERIES TRUST $82.11万0.28%15,437 00.0% — 不变
IEFA ISHARES TR $94.17万0.32%9,750 1,01211.6% $9.77万 加仓
BUFB INNOVATOR ETFS TRUST $99.77万0.34%25,380 00.0% — 不变
VTV VANGUARD INDEX FDS $102.75万0.35%4,715 00.0% — 不变
AAPL APPLE INC $104.98万0.35%3,628 48015.2% $13.89万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $108.64万0.37%66,304 5,9999.9% $9.83万 加仓
GE GE AEROSPACE $111.33万0.38%2,979 -500-14.4% -$18.69万 减仓
USFR WISDOMTREE TR $113.69万0.38%22,580 -488-2.1% -$2.46万 减仓
LRCX LAM RESEARCH CORP $114.62万0.39%2,645 40.2% $1,733 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $115.71万0.39%69,519 6,0009.4% $9.99万 加仓
SCHB SCHWAB STRATEGIC TR $116.28万0.39%40,151 6,99421.1% $20.25万 加仓
GEV GE VERNOVA INC $125.83万0.42%1,071 949.6% $11.04万 加仓
BOXX EA SERIES TRUST $127.21万0.43%10,864 -258-2.3% -$3.02万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $145.13万0.49%78,132 5,5007.6% $10.22万 加仓
IJH ISHARES TR $148.81万0.50%19,298 00.0% — 不变
VOO VANGUARD INDEX FDS $151.51万0.51%2,206 -74-3.2% -$5.08万 减仓
MU MICRON TECHNOLOGY INC $157.33万0.53%1,363 -38-2.7% -$4.39万 减仓
BSCS INVESCO EXCH TRD SLF IDX FD $159.46万0.54%78,299 5,0006.8% $10.18万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $159.66万0.54%81,398 5,0006.5% $9.81万 加仓
IJR ISHARES TR $161.39万0.54%10,882 00.0% — 不变
MSFT MICROSOFT CORP $179.17万0.60%4,803 -660-12.1% -$24.62万 减仓
DGRW WISDOMTREE TR $256.19万0.86%26,793 -328-1.2% -$3.14万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $262.98万0.89%134,690 -169-0.1% -$3,300 减仓
XLE SELECT SECTOR SPDR TR $856.90万2.89%161,345 9,2726.1% $49.24万 加仓
XLK SELECT SECTOR SPDR TR $1,026.86万3.47%53,898 25,80191.8% $491.56万 重新持有
STIP ISHARES TR $1,295.14万4.37%126,776 -11,113-8.1% -$113.53万 减仓
CERY SPDR SERIES TRUST $1,360.68万4.59%407,023 63,67018.5% $212.85万 加仓
AVIG AMERICAN CENTY ETF TR $1,711.69万5.78%413,351 413,351— $1,711.69万 新建仓
RSST TIDAL TRUST II $1,777.67万6.00%543,798 106,73824.4% $348.93万 加仓
IVV ISHARES TR $1,983.21万6.69%26,482 1,1084.4% $82.98万 加仓
GLDM WORLD GOLD TR $2,185.57万7.38%275,191 20,5388.1% $163.11万 加仓
VEA VANGUARD TAX-MANAGED FDS $3,827.74万12.92%537,227 206,45062.4% $1,470.96万 加仓
CAOS EA SERIES TRUST $4,158.26万14.03%460,188 -112,920-19.7% -$1,020.35万 减仓
AVUS AMERICAN CENTY ETF TR $4,353.89万14.69%339,935 78,01929.8% $999.27万 加仓