Walkner Condon Financial Advisors LLC
MADISON WI · SEC CIK 0001817494
$7.59亿2026Q1 申报市值
322持仓数
34.6%前十大占比 · 第一大 7.6%
24 / 10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
SPDW 加仓+$640.90万
IJR 加仓+$441.71万
PICB 加仓+$431.96万
JCPB 加仓+$303.66万
LEMB 加仓+$273.85万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$179.64万
JMST 减仓-$132.06万
USEW 减仓-$108.57万
EXACT SCIENCES C 清仓-$103.01万
VGIT 减仓-$47.69万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $31.18万 | 0.04% | 923 | 156 | 20.3% | $5.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $31.33万 | 0.04% | 3,936 | -26 | -0.7% | -$2,070 | 减仓 |
| DIV | GLOBAL X FDS | $31.65万 | 0.04% | 16,748 | 32 | 0.2% | $605 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $32.02万 | 0.04% | 4,620 | -384 | -7.7% | -$2.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.06万 | 0.04% | 1,576 | 369 | 30.6% | $7.51万 | 加仓 |
| EEM | ISHARES TR | $32.31万 | 0.04% | 5,690 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $32.41万 | 0.04% | 11,178 | -517 | -4.4% | -$1.50万 | 减仓 |
| IEI | ISHARES TR | $32.73万 | 0.04% | 2,759 | 971 | 54.3% | $11.52万 | 加仓 |
| IAUM | ISHARES GOLD TR | $32.83万 | 0.04% | 7,031 | 7,031 | — | $32.83万 | 新建仓 |
| PEP | PEPSICO INC | $33.41万 | 0.04% | 2,151 | -68 | -3.1% | -$1.06万 | 减仓 |
| TGRW | T ROWE PRICE ETF INC | $33.55万 | 0.04% | 8,285 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $33.86万 | 0.04% | 1,957 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $34.32万 | 0.05% | 5,796 | 790 | 15.8% | $4.68万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $34.36万 | 0.05% | 11,650 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.55万 | 0.05% | 7,461 | 139 | 1.9% | $6,437 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $34.84万 | 0.05% | 5,688 | 5,688 | — | $34.84万 | 新建仓 |
| VFQY | VANGUARD WELLINGTON FD | $35.29万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $35.38万 | 0.05% | 3,056 | 72 | 2.4% | $8,336 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $35.62万 | 0.05% | 12,250 | 16 | 0.1% | $465 | 加仓 |
| XOP | SPDR SERIES TRUST | $35.64万 | 0.05% | 1,960 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $35.93万 | 0.05% | 20,131 | 3,722 | 22.7% | $6.64万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $35.95万 | 0.05% | 1,747 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $36.08万 | 0.05% | 12,956 | -726 | -5.3% | -$2.02万 | 减仓 |
| SPYI | NEOS ETF TRUST | $36.24万 | 0.05% | 7,340 | 475 | 6.9% | $2.35万 | 加仓 |
| AMGN | AMGEN INC | $36.56万 | 0.05% | 1,039 | 75 | 7.8% | $2.64万 | 加仓 |
| CRM | SALESFORCE INC | $36.59万 | 0.05% | 1,960 | -189 | -8.8% | -$3.53万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $36.79万 | 0.05% | 21,678 | 4,180 | 23.9% | $7.09万 | 加仓 |
| KLAC | KLA CORP | $36.96万 | 0.05% | 251 | 25 | 11.1% | $3.68万 | 加仓 |
| IPAC | ISHARES TR | $37.08万 | 0.05% | 4,847 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $37.22万 | 0.05% | 15,037 | -637 | -4.1% | -$1.58万 | 减仓 |
| DIAL | COLUMBIA ETF TR I | $38.46万 | 0.05% | 21,285 | 3,500 | 19.7% | $6.32万 | 加仓 |
| NVS | NOVARTIS AG | $38.62万 | 0.05% | 2,528 | 764 | 43.3% | $11.67万 | 加仓 |
| TIP | ISHARES TR | $39.46万 | 0.05% | 3,576 | 1,272 | 55.2% | $14.04万 | 加仓 |
| MO | ALTRIA GROUP INC | $39.85万 | 0.05% | 6,039 | 96 | 1.6% | $6,335 | 加仓 |
| EWU | ISHARES TR | $40.10万 | 0.05% | 8,802 | -72 | -0.8% | -$3,280 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.35万 | 0.05% | 1,334 | -173 | -11.5% | -$5.23万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $40.86万 | 0.05% | 5,395 | -610 | -10.2% | -$4.62万 | 减仓 |
| TTE | TOTALENERGIES SE | $41.00万 | 0.05% | 4,507 | 571 | 14.5% | $5.19万 | 加仓 |
| VGT | VANGUARD WORLD FD | $41.58万 | 0.05% | 596 | 28 | 4.9% | $1.95万 | 加仓 |
| BAC | BANK AMERICA CORP | $42.58万 | 0.06% | 8,735 | 96 | 1.1% | $4,680 | 加仓 |
| XME | SPDR SERIES TRUST | $42.76万 | 0.06% | 3,959 | -150 | -3.7% | -$1.62万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $42.85万 | 0.06% | 4,155 | 87 | 2.1% | $8,972 | 加仓 |
| EUSB | ISHARES TR | $42.93万 | 0.06% | 9,869 | 123 | 1.3% | $5,351 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $42.94万 | 0.06% | 3,522 | -706 | -16.7% | -$8.61万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $43.15万 | 0.06% | 5,590 | 128 | 2.3% | $9,880 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.25万 | 0.06% | 523 | -51 | -8.9% | -$4.31万 | 减仓 |
| DSI | ISHARES TR | $44.69万 | 0.06% | 3,688 | -598 | -14.0% | -$7.25万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.85万 | 0.06% | 3,242 | -34 | -1.0% | -$4,703 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $44.89万 | 0.06% | 7,669 | 3,411 | 80.1% | $19.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $45.15万 | 0.06% | 2,182 | -83 | -3.7% | -$1.72万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $45.28万 | 0.06% | 17,015 | -9 | -0.1% | -$239 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $45.66万 | 0.06% | 2,962 | 0 | 0.0% | — | 不变 |
| QEFA | SPDR INDEX SHS FDS | $46.31万 | 0.06% | 4,965 | -400 | -7.5% | -$3.73万 | 减仓 |
| NUBD | NUSHARES ETF TR | $46.70万 | 0.06% | 21,026 | 106 | 0.5% | $2,354 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $46.94万 | 0.06% | 9,408 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $46.94万 | 0.06% | 6,173 | -128 | -2.0% | -$9,734 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $46.96万 | 0.06% | 7,055 | -342 | -4.6% | -$2.28万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $46.97万 | 0.06% | 11,578 | -934 | -7.5% | -$3.79万 | 减仓 |
| NUDM | NUSHARES ETF TR | $47.19万 | 0.06% | 13,068 | -9 | -0.1% | -$325 | 减仓 |
| — | LISTED FDS TR | $47.32万 | 0.06% | 7,977 | -8 | -0.1% | -$475 | 减仓 |
| LRCX | LAM RESEARCH CORP | $48.46万 | 0.06% | 2,268 | -54 | -2.3% | -$1.15万 | 减仓 |
| MRK | MERCK & CO INC | $49.94万 | 0.07% | 4,152 | -324 | -7.2% | -$3.90万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $50.07万 | 0.07% | 9,974 | -135 | -1.3% | -$6,777 | 减仓 |
| MA | MASTERCARD INCORPORATED | $50.72万 | 0.07% | 1,015 | -27 | -2.6% | -$1.35万 | 减仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $50.72万 | 0.07% | 6,177 | 77 | 1.3% | $6,322 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $50.75万 | 0.07% | 13,208 | 500 | 3.9% | $1.92万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $50.79万 | 0.07% | 10,722 | -1,292 | -10.8% | -$6.12万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $50.81万 | 0.07% | 6,140 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $51.03万 | 0.07% | 6,577 | -663 | -9.2% | -$5.14万 | 减仓 |
| MCK | MCKESSON CORP | $52.79万 | 0.07% | 610 | 70 | 13.0% | $6.06万 | 加仓 |
| HD | HOME DEPOT INC | $53.49万 | 0.07% | 1,626 | -506 | -23.7% | -$16.64万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $54.29万 | 0.07% | 7,040 | -1,137 | -13.9% | -$8.77万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $55.26万 | 0.07% | 16,560 | -500 | -2.9% | -$1.67万 | 减仓 |
| — | PIMCO EQUITY SER | $55.30万 | 0.07% | 13,289 | 63 | 0.5% | $2,622 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $55.50万 | 0.07% | 4,435 | -1,775 | -28.6% | -$22.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.68万 | 0.07% | 2,297 | -318 | -12.2% | -$7.71万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $56.09万 | 0.07% | 1,211 | -4 | -0.3% | -$1,853 | 减仓 |
| ABBV | ABBVIE INC | $56.42万 | 0.07% | 2,594 | -625 | -19.4% | -$13.60万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.33万 | 0.08% | 3,969 | -146 | -3.5% | -$2.11万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $57.57万 | 0.08% | 4,131 | 126 | 3.1% | $1.76万 | 加仓 |
| MCD | MCDONALDS CORP | $58.97万 | 0.08% | 1,898 | -36 | -1.9% | -$1.12万 | 减仓 |
| CMDT | PIMCO ETF TR | $59.70万 | 0.08% | 18,499 | 6,299 | 51.6% | $20.33万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $59.86万 | 0.08% | 5,213 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $60.59万 | 0.08% | 855 | -14 | -1.6% | -$9,921 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $60.96万 | 0.08% | 12,748 | 544 | 4.5% | $2.60万 | 加仓 |
| V | VISA INC | $62.68万 | 0.08% | 2,074 | -272 | -11.6% | -$8.22万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $62.98万 | 0.08% | 25,092 | 1,754 | 7.5% | $4.40万 | 加仓 |
| NULV | NUSHARES ETF TR | $64.24万 | 0.08% | 14,119 | -134 | -0.9% | -$6,097 | 减仓 |
| ESML | ISHARES TR | $64.44万 | 0.08% | 13,705 | 715 | 5.5% | $3.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $64.51万 | 0.09% | 4,410 | 208 | 5.0% | $3.04万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $66.66万 | 0.09% | 17,423 | -771 | -4.2% | -$2.95万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $67.98万 | 0.09% | 25,848 | 23 | 0.1% | $605 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $68.68万 | 0.09% | 31,957 | -130 | -0.4% | -$2,794 | 减仓 |
| IXC | ISHARES TR | $69.60万 | 0.09% | 12,080 | -50 | -0.4% | -$2,881 | 减仓 |
| NULG | NUSHARES ETF TR | $69.85万 | 0.09% | 7,681 | -8 | -0.1% | -$728 | 减仓 |
| SUSA | ISHARES TR | $69.95万 | 0.09% | 5,295 | -104 | -1.9% | -$1.37万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $70.60万 | 0.09% | 20,517 | 8,580 | 71.9% | $29.52万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $73.15万 | 0.10% | 16,069 | -13 | -0.1% | -$592 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $76.37万 | 0.10% | 15,607 | -268 | -1.7% | -$1.31万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $77.82万 | 0.10% | 6,807 | 0 | 0.0% | — | 不变 |