CONTINUUM WEALTH ADVISORS, LLC
SARATOGA SPRINGS NY · SEC CIK 0001966482
$2.41亿2026Q1 申报市值
70持仓数
82.7%前十大占比 · 第一大 21.6%
5 / 11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
CAOS 加仓+$1,987.18万
STIP 加仓+$1,376.01万
CERY 加仓+$1,172.69万
XLE 新建仓+$931.60万
VEA 加仓+$85.30万
2026Q1 卖出最多 按季末市值估算
DFCF 清仓-$2,241.36万
IVV 减仓-$996.15万
VOO 减仓-$944.79万
VWO 清仓-$856.83万
XLV 清仓-$831.65万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CAOS | EA SERIES TRUST | $5,201.53万 | 21.58% | 573,108 | 218,949 | 61.8% | $1,987.18万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,911.98万 | 12.08% | 261,916 | -8,937 | -3.3% | -$99.36万 | 减仓 |
| GLDM | WORLD GOLD TR | $2,360.38万 | 9.79% | 254,653 | -22,571 | -8.1% | -$209.21万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,119.62万 | 8.79% | 330,777 | 13,312 | 4.2% | $85.30万 | 加仓 |
| IVV | ISHARES TR | $1,657.46万 | 6.88% | 25,374 | -15,250 | -37.5% | -$996.15万 | 减仓 |
| STIP | ISHARES TR | $1,426.19万 | 5.92% | 137,889 | 133,038 | 2,742.5% | $1,376.01万 | 加仓 |
| RSST | TIDAL TRUST II | $1,236.00万 | 5.13% | 437,060 | 17,870 | 4.3% | $50.54万 | 加仓 |
| CERY | SPDR SERIES TRUST | $1,209.98万 | 5.02% | 343,353 | 332,772 | 3,145.0% | $1,172.69万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $931.60万 | 3.87% | 152,073 | 152,073 | — | $931.60万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $874.23万 | 3.63% | 78,859 | 2,929 | 3.9% | $32.47万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $263.38万 | 1.09% | 134,859 | 17,954 | 15.4% | $35.06万 | 加仓 |
| DGRW | WISDOMTREE TR | $238.23万 | 0.99% | 27,121 | -21,497 | -44.2% | -$188.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $202.22万 | 0.84% | 5,463 | -100 | -1.8% | -$3.70万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $149.93万 | 0.62% | 76,398 | 4,559 | 6.3% | $8.95万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $149.70万 | 0.62% | 73,299 | 21,127 | 40.5% | $43.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $136.24万 | 0.57% | 2,280 | -15,811 | -87.4% | -$944.79万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $135.53万 | 0.56% | 72,632 | 15,655 | 27.5% | $29.21万 | 加仓 |
| IJR | ISHARES TR | $135.27万 | 0.56% | 10,882 | -530 | -4.6% | -$6.59万 | 减仓 |
| IJH | ISHARES TR | $130.32万 | 0.54% | 19,298 | -1,662 | -7.9% | -$11.22万 | 减仓 |
| BOXX | EA SERIES TRUST | $129.34万 | 0.54% | 11,122 | 84 | 0.8% | $9,768 | 加仓 |
| USFR | WISDOMTREE TR | $116.12万 | 0.48% | 23,068 | -204 | -0.9% | -$1.03万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $106.20万 | 0.44% | 63,519 | 4,193 | 7.1% | $7.01万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $99.26万 | 0.41% | 60,305 | 3,896 | 6.9% | $6.41万 | 加仓 |
| GE | GE AEROSPACE | $98.72万 | 0.41% | 3,479 | -482 | -12.2% | -$13.68万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $92.51万 | 0.38% | 4,715 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $91.14万 | 0.38% | 25,380 | -41 | -0.2% | -$1,472 | 减仓 |
| GEV | GE VERNOVA INC | $85.28万 | 0.35% | 977 | -57 | -5.5% | -$4.98万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $83.22万 | 0.35% | 33,157 | -125 | -0.4% | -$3,138 | 减仓 |
| AAPL | APPLE INC | $79.89万 | 0.33% | 3,148 | -744 | -19.1% | -$18.88万 | 减仓 |
| IEFA | ISHARES TR | $79.11万 | 0.33% | 8,738 | 27 | 0.3% | $2,444 | 加仓 |
| — | EXXON MOBIL CORP | $76.62万 | 0.32% | 4,516 | 850 | 23.2% | $14.42万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $75.63万 | 0.31% | 10,340 | -1,854 | -15.2% | -$13.56万 | 减仓 |
| AAEQ | EA SERIES TRUST | $71.81万 | 0.30% | 15,437 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $71.49万 | 0.30% | 27,024 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $67.38万 | 0.28% | 13,314 | -5,099 | -27.7% | -$25.81万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $61.45万 | 0.25% | 19,849 | -522 | -2.6% | -$1.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $56.59万 | 0.23% | 3,245 | -183 | -5.3% | -$3.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $56.43万 | 0.23% | 2,641 | 1 | 0.0% | $214 | 加仓 |
| — | INNOVATOR ETFS TRUST | $52.07万 | 0.22% | 18,877 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $51.42万 | 0.21% | 2,469 | 5 | 0.2% | $1,041 | 加仓 |
| IAU | ISHARES GOLD TR | $49.59万 | 0.21% | 5,625 | -176 | -3.0% | -$1.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.46万 | 0.20% | 1,999 | 170 | 9.3% | $4.12万 | 加仓 |
| IXN | ISHARES TR | $47.69万 | 0.20% | 4,770 | -210 | -4.2% | -$2.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $47.33万 | 0.20% | 1,401 | 160 | 12.9% | $5.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $43.59万 | 0.18% | 1,482 | -196 | -11.7% | -$5.77万 | 减仓 |
| LLY | ELI LILLY & CO | $41.85万 | 0.17% | 455 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $41.35万 | 0.17% | 2,731 | -70 | -2.5% | -$1.06万 | 减仓 |
| UNP | UNION PAC CORP | $39.35万 | 0.16% | 1,622 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $39.27万 | 0.16% | 899 | -787 | -46.7% | -$34.38万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $38.59万 | 0.16% | 2,950 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $36.89万 | 0.15% | 1,286 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.61万 | 0.13% | 486 | -8 | -1.6% | -$5,203 | 减仓 |
| VTI | VANGUARD INDEX FDS | $31.21万 | 0.13% | 973 | -74 | -7.1% | -$2.37万 | 减仓 |
| DGRO | ISHARES TR | $31.19万 | 0.13% | 4,444 | -731 | -14.1% | -$5.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.17万 | 0.13% | 1,449 | -125 | -7.9% | -$2.69万 | 减仓 |
| — | CAMBRIA ETF TR | $31.00万 | 0.13% | 26,475 | -8,839 | -25.0% | -$10.35万 | 重新持有 |
| IYH | ISHARES TR | $29.48万 | 0.12% | 4,782 | -1,553 | -24.5% | -$9.57万 | 减仓 |
| MCD | MCDONALDS CORP | $28.41万 | 0.12% | 914 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $28.00万 | 0.12% | 2,993 | -140 | -4.5% | -$1.31万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $27.64万 | 0.11% | 2,976 | 2,976 | — | $27.64万 | 新建仓 |
| RXI | ISHARES TR | $27.41万 | 0.11% | 1,470 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $24.40万 | 0.10% | 998 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $22.58万 | 0.09% | 7,764 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.93万 | 0.09% | 1,060 | 1,060 | — | $21.93万 | 新建仓 |
| DCO | DUCOMMUN INC DEL | $21.79万 | 0.09% | 1,786 | 1,786 | — | $21.79万 | 新建仓 |
| IWM | ISHARES TR | $21.72万 | 0.09% | 876 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $21.16万 | 0.09% | 1,885 | 9 | 0.5% | $1,010 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.65万 | 0.09% | 763 | -200 | -20.8% | -$5.41万 | 减仓 |
| PLUG | PLUG PWR INC | $3.28万 | 0.01% | 14,500 | 0 | 0.0% | — | 不变 |
| — | AKANDA CORP | $1.17万 | 0.00% | 16,723 | 16,723 | — | $1.17万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -526,635 | -100.0% | -$2,241.36万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -159,381 | -100.0% | -$856.83万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -53,724 | -100.0% | -$831.65万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FALN | ISHARES TR | $0 | 0.00% | 0 | -126,914 | -100.0% | -$346.48万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -11,208 | -100.0% | -$120.05万 | 清仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,190 | -100.0% | -$42.66万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,014 | -100.0% | -$35.80万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -4,028 | -100.0% | -$31.02万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -457 | -100.0% | -$30.18万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -623 | -100.0% | -$28.02万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,366 | -100.0% | -$20.29万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |