13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001846532
申报总市值
US$12.4亿
US$12.4亿
420 檔
11.2%
在 Q2 2025 的 13F 官方备案中，Continuum Advisory, LLC 管理的美股投资组合规模来到 US$12.4亿，整体持股档数为 420 档。
在 Q2 2025，Continuum Advisory, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 36 个既有持股进行加仓（合计增持 38 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Continuum Advisory, LLC 的前 5 大核心持股（包含 CGDV, AAPL, JCPB 等）合计占整体申报市值的 11.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 420 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | ETF-其他 | 4.48% | -0.18% | +3.81% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.45% | -0.17% | +5.61% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 3.15% | -0.43% | +12.92% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.81% | +0.01% | +5.98% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.72% | -0.25% | +4.95% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.47% | -0.31% | +25.93% | |
| 7 | CGCB | Cap Group Core Bond | ETF-其他 | 2.35% | -0.40% | +11.84% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-其他 | 2.35% | +0.05% | +4.73% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.87% | -0.01% | +2.87% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | +0.02% | +5.96% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.75% | +0.04% | -15.46% | |
| 12 | BND | Vanguard Total Bond Market | ETF-其他 | 1.58% | -0.08% | -13.66% | |
| 13 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-其他 | 1.53% | -0.08% | +1.09% | |
| 14 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.37% | -0.07% | +8.95% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.27% | -0.10% | -0.41% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.23% | +0.14% | +35.22% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 1.13% | -0.02% | +0.84% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.05% | -0.06% | +1.71% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | +0.01% | -8.29% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.88% | — | +3.39% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.85% | -0.06% | +0.80% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.81% | -0.04% | -1.20% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.76% | -0.84% | -0.04% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.02% | +16.81% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.74% | -0.02% | +0.33% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | -0.02% | +2.50% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.73% | -0.20% | +23.67% | |
| 28 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-其他 | 0.71% | -0.09% | +7.59% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.67% | +0.10% | +0.75% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.66% | -0.10% | +423.64% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.65% | -0.17% | -0.49% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.63% | -0.09% | +95.58% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.06% | +5.09% | |
| 34 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 0.59% | -0.58% | EXIT | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.58% | -0.06% | +5.09% | |
| 36 | NEM | Newmont CORP | 股票-原材料 | 0.58% | -0.86% | +5972.06% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.58% | +0.01% | +476.35% | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.57% | -0.02% | +5.96% | |
| 39 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.57% | -0.55% | +78645.98% | |
| 40 | INCY | Incyte CORP | 股票-医疗保健 | 0.56% | — | NEW | |
| 41 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.56% | +0.01% | +39.99% | |
| 42 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.55% | -0.55% | +135407.41% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | -0.01% | +8.41% | |
| 44 | EG | Everest Group, Ltd. | 股票-金融 | 0.55% | -0.55% | +28.30% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.05% | -1.22% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.52% | +0.01% | +1.52% | |
| 47 | JPIE | Jpmorgan Income ETF | ETF-其他 | 0.51% | -0.07% | +18.88% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.50% | -0.02% | +5.81% | |
| 49 | CGUS | Cap Group Core Equity | ETF-其他 | 0.50% | -0.02% | -6.75% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.04% | +5.12% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +4.95% | 加仓 |
| 2 | ULTA | Ulta Beauty Inc | +0.6% | NEW | 新建仓 |
| 3 | NEM | Newmont CORP | +0.6% | +5972.06% | 加仓 |
| 4 | CVS | Cvs Health CORP | +0.6% | +78645.98% | 加仓 |
| 5 | NVDA | Nvidia CORP | +0.6% | +5.96% | 加仓 |
| 6 | NBIX | Neurocrine Biosciences Inc | +0.6% | +135407.41% | 加仓 |
| 7 | CRM | Salesforce Inc | +0.5% | +423.64% | 加仓 |
| 8 | CMCSA | Comcast Corp-class A | +0.5% | +476.35% | 加仓 |
| 9 | CI | THE Cigna Group | +0.5% | +3480.84% | 加仓 |
| 10 | PYLD | Pimco Multisector Bond Actv | +0.4% | +25.93% | 加仓 |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | +0.4% | +4838.27% | 加仓 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.4% | +35.22% | 加仓 |
| 13 | CGDV | Cap Group Dividend Value | +0.3% | +3.81% | 加仓 |
| 14 | ORCL | Oracle CORP | +0.3% | +16.81% | 加仓 |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +95.58% | 加仓 |
| 16 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +5.98% | 加仓 |
| 17 | VXF | Vanguard Extended Market ETF | +0.2% | +4.73% | 加仓 |
| 18 | CGGR | Cap Group Growth Equity | +0.2% | +39.99% | 加仓 |
| 19 | IREN | IREN Limited | +0.2% | +1320.90% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.2% | +2.87% | 加仓 |
| 21 | OEF | Ishares S&p 100 ETF | +0.2% | +8.95% | 加仓 |
| 22 | AVGO | Broadcom Inc | +0.2% | +8.74% | 加仓 |
| 23 | FCX | Freeport-mcmoran Inc | +0.2% | +2257.96% | 加仓 |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +12.92% | 加仓 |
| 25 | CCJ | Cameco CORP | +0.2% | -3.15% | 减仓 |
| 26 | NOW | Servicenow Inc | +0.2% | +838.06% | 加仓 |
| 27 | SCHV | Schwab US Large-cap Value | +0.1% | +1801.22% | 加仓 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +23.67% | 加仓 |
| 29 | TEM | Tempus Ai Inc-cl A | +0.1% | +2056.38% | 加仓 |
| 30 | LMBS | First Trust Low Duration Opp | +0.1% | +40.74% | 加仓 |
| 31 | XSVN | Bondbloxx Bbg 7 Yr US Treas | +0.1% | NEW | 新建仓 |
| 32 | OKE | Oneok Inc | +0.1% | +877.35% | 加仓 |
| 33 | ISRG | Intuitive Surgical Inc | +0.1% | +419.86% | 加仓 |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +9013.03% | 加仓 |
| 35 | CGCB | Cap Group Core Bond | +0.1% | +11.84% | 加仓 |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +13.79% | 加仓 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +5.12% | 加仓 |
| 38 | JPM | Jpmorgan Chase & Co | +0.1% | +5.09% | 加仓 |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.84% | 加仓 |
| 40 | VV | Vanguard Large-cap ETF | 0% | -0.41% | 减仓 |
| 41 | BND | Vanguard Total Bond Market | -0.4% | -13.66% | 减仓 |
| 42 | IHI | Ishares U.s. Medical Devices | -0.4% | EXIT | 清仓 |
| 43 | CF | Cf Industries Holdings Inc | -0.5% | EXIT | 清仓 |
| 44 | MOH | Molina Healthcare Inc | -0.5% | EXIT | 清仓 |
| 45 | FANG | Diamondback Energy Inc | -0.5% | EXIT | 清仓 |
| 46 | PGR | Progressive CORP | -0.5% | -82.87% | 减仓 |
| 47 | CTSH | Cognizant Tech Solutions-a | -0.5% | EXIT | 清仓 |
| 48 | HIG | Hartford Insurance Group Inc | -0.6% | EXIT | 清仓 |
| 49 | XOM | Exxon Mobil CORP | -0.6% | -59.42% | 减仓 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -0.8% | -88.89% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Continuum Advisory, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$12.4亿，共申报了 420 个公开持股仓位。
在 Q2 2025 季度，Continuum Advisory, LLC 按市值排列的前三大核心持股分别为：CGDV (4.5%)、AAPL (3.5%)、JCPB (3.1%)。其中最大持股仓位 CGDV 占据整体投资组合约 4.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ULTA
市值: US$487.9万
本季最大获利了结 / 清仓标的
HIG
前期市值: US$463.3万
在 Q2 2025 季度中，Continuum Advisory, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 36 个仓位、减仓 6 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 ULTA。 本季清仓仓位包含 HIG。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。