Continuum Wealth Advisors, LLC
- SEC CIK
- 0001966482
- 最新申報
- 2026/7/21
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/3/1 申報。只含多頭部位。
- 持股檔數
- 46
- 2022 年第 3 季沒有申報
- 總值
- $1.01 億
- 2022 年第 3 季沒有申報
Continuum Wealth Advisors, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 283,802 | $1,427 萬 | 14.2% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 202,965 | $1,380 萬 | 13.7% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 203,510 | $1,228 萬 | 12.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 85,518 | $1,200 萬 | 11.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 65,128 | $919.9 萬 | 9.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 56,198 | $545.1 萬 | 5.4% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 97,303 | $497.7 萬 | 4.9% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 25,784 | $250.0 萬 | 2.5% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,945 | $218.2 萬 | 2.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,854 | $215.6 萬 | 2.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,564 | $207.2 萬 | 2.1% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 26,890 | $200.5 萬 | 2.0% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 102,640 | $172.4 萬 | 1.7% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 4,895 | $138.9 萬 | 1.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,121 | $133.6 萬 | 1.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 20,518 | $131.1 萬 | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,656 | $111.7 萬 | 1.1% | – | – | 歷史 |
| Innovator ETFs Trust45783Y756 | LADDERED ALC BFR | 38,618 | $89.0 萬 | 0.9% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,470 | $88.3 萬 | 0.9% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,236 | $71.1 萬 | 0.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,636 | $64.8 萬 | 0.6% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,174 | $57.4 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,047 | $55.5 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 5,011 | $42.5 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 20,554 | $42.1 萬 | 0.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,394 | $42.0 萬 | 0.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 3,131 | $37.8 萬 | 0.4% | – | – | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 18,281 | $36.1 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 17,053 | $35.8 萬 | 0.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,611 | $35.6 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 817 | $31.4 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,978 | $30.0 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 2,213 | $28.8 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 996 | $26.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 5,760 | $25.8 萬 | 0.3% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,807 | $25.1 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,764 | $24.9 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 8,854 | $24.9 萬 | 0.2% | – | – | – |
| iShares Tr464288745 | GLB CNS DISC ETF | 1,866 | $23.5 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 7,994 | $22.5 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 7,494 | $22.3 萬 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,906 | $22.0 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,234 | $21.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,239 | $21.6 萬 | 0.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 5,991 | $20.7 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,536 | $20.6 萬 | 0.2% | – | – | 歷史 |