Walkner Condon Financial Advisors LLC
MADISON WI · SEC CIK 0001817494
$8.71亿2026Q2 申报市值
344持仓数
35.3%前十大占比 · 第一大 7.8%
33 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPDW 加仓+$462.80万
JCPB 加仓+$335.46万
AAPL 加仓+$239.76万
IJH 加仓+$235.91万
LGOV 加仓+$206.97万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$120.77万
EA SERIES TRUST 清仓-$95.53万
USEW 减仓-$92.53万
ASTS 减仓-$60.23万
JEPI 减仓-$53.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $30.62万 | 0.04% | 1,614 | 3 | 0.2% | $569 | 加仓 |
| SO | SOUTHERN CO | $30.71万 | 0.04% | 3,208 | 159 | 5.2% | $1.52万 | 加仓 |
| MO | ALTRIA GROUP INC | $31.15万 | 0.04% | 4,329 | -1,710 | -28.3% | -$12.30万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $31.21万 | 0.04% | 1,556 | 141 | 10.0% | $2.83万 | 加仓 |
| QCOM | QUALCOMM INC | $31.61万 | 0.04% | 1,711 | 11 | 0.6% | $2,032 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.66万 | 0.04% | 9,356 | 32 | 0.3% | $1,083 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.67万 | 0.04% | 762 | -273 | -26.4% | -$11.35万 | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.78万 | 0.04% | 5,171 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $31.92万 | 0.04% | 7,280 | 310 | 4.4% | $1.36万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.17万 | 0.04% | 5,972 | 176 | 3.0% | $9,481 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $32.32万 | 0.04% | 3,637 | -6,778 | -65.1% | -$60.23万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.40万 | 0.04% | 3,921 | -15 | -0.4% | -$1,240 | 减仓 |
| APH | AMPHENOL CORP | $32.51万 | 0.04% | 1,844 | 47 | 2.6% | $8,287 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.60万 | 0.04% | 3,655 | 3,655 | — | $32.60万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.91万 | 0.04% | 341 | 341 | — | $32.91万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $33.15万 | 0.04% | 1,112 | 63 | 6.0% | $1.88万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $33.17万 | 0.04% | 4,589 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $33.62万 | 0.04% | 14,257 | -25 | -0.2% | -$589 | 减仓 |
| IEI | ISHARES TR | $33.95万 | 0.04% | 2,889 | 130 | 4.7% | $1.53万 | 加仓 |
| — | ISHARES TR | $34.36万 | 0.04% | 7,356 | -105 | -1.4% | -$4,905 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.38万 | 0.04% | 2,074 | -108 | -4.9% | -$1.79万 | 减仓 |
| — | ETF SER SOLUTIONS | $34.43万 | 0.04% | 10,050 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.45万 | 0.04% | 1,538 | 357 | 30.2% | $8.00万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.80万 | 0.04% | 21,931 | 1,800 | 8.9% | $2.86万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $35.13万 | 0.04% | 550 | 550 | — | $35.13万 | 新建仓 |
| IPAC | ISHARES TR | $35.13万 | 0.04% | 4,288 | -559 | -11.5% | -$4.58万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.54万 | 0.04% | 11,429 | -1,527 | -11.8% | -$4.75万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $36.89万 | 0.04% | 5,341 | 696 | 15.0% | $4.81万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $37.19万 | 0.04% | 3,185 | 129 | 4.2% | $1.51万 | 加仓 |
| AMGN | AMGEN INC | $37.48万 | 0.04% | 1,035 | -4 | -0.4% | -$1,448 | 减仓 |
| EFG | ISHARES TR | $37.51万 | 0.04% | 3,014 | 710 | 30.8% | $8.84万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.54万 | 0.04% | 8,867 | -1,107 | -11.1% | -$4.69万 | 减仓 |
| MCD | MCDONALDS CORP | $38.10万 | 0.04% | 1,410 | -488 | -25.7% | -$13.19万 | 减仓 |
| VLUE | ISHARES TR | $38.32万 | 0.04% | 1,918 | -56 | -2.8% | -$1.12万 | 减仓 |
| TIP | ISHARES TR | $39.13万 | 0.04% | 3,576 | 0 | 0.0% | — | 不变 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $39.54万 | 0.05% | 8,285 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $39.55万 | 0.05% | 8,050 | -4,030 | -33.4% | -$19.80万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $39.76万 | 0.05% | 1,166 | 1,166 | — | $39.76万 | 新建仓 |
| TTE | TOTALENERGIES SE | $40.05万 | 0.05% | 5,150 | 643 | 14.3% | $5.00万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $40.27万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $40.33万 | 0.05% | 11,650 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $40.60万 | 0.05% | 1,942 | 92 | 5.0% | $1.92万 | 加仓 |
| QUAL | ISHARES TR | $40.66万 | 0.05% | 1,853 | 661 | 55.5% | $14.50万 | 重新持有 |
| GEV | GE VERNOVA INC | $41.00万 | 0.05% | 349 | 12 | 3.6% | $1.41万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $41.56万 | 0.05% | 22,885 | 1,600 | 7.5% | $2.91万 | 加仓 |
| GE | GE AEROSPACE | $41.63万 | 0.05% | 1,114 | 100 | 9.9% | $3.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.91万 | 0.05% | 15,131 | 94 | 0.6% | $2,604 | 加仓 |
| PMBS | PIMCO ETF TR | $42.07万 | 0.05% | 8,520 | 8,520 | — | $42.07万 | 新建仓 |
| NVS | NOVARTIS AG | $42.33万 | 0.05% | 2,701 | 173 | 6.8% | $2.71万 | 加仓 |
| XME | SPDR SERIES TRUST | $42.33万 | 0.05% | 3,959 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $43.11万 | 0.05% | 9,922 | 53 | 0.5% | $2,303 | 加仓 |
| VXF | VANGUARD INDEX FDS | $43.51万 | 0.05% | 1,767 | 20 | 1.1% | $4,924 | 加仓 |
| EEM | ISHARES TR | $43.86万 | 0.05% | 6,411 | 721 | 12.7% | $4.93万 | 加仓 |
| MCK | MCKESSON CORP | $44.05万 | 0.05% | 583 | -27 | -4.4% | -$2.04万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $44.15万 | 0.05% | 5,756 | 166 | 3.0% | $1.27万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.85万 | 0.05% | 2,354 | 80 | 3.5% | $1.52万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $45.09万 | 0.05% | 17,015 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $45.15万 | 0.05% | 3,182 | -1,253 | -28.3% | -$17.78万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $45.33万 | 0.05% | 5,495 | 100 | 1.9% | $8,249 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $45.75万 | 0.05% | 4,765 | -200 | -4.0% | -$1.92万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.11万 | 0.05% | 23,184 | 1,506 | 6.9% | $3.00万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.24万 | 0.05% | 2,946 | -296 | -9.1% | -$4.65万 | 减仓 |
| NFLX | NETFLIX INC. | $46.35万 | 0.05% | 6,491 | -3,743 | -36.6% | -$26.73万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.39万 | 0.05% | 7,971 | 302 | 3.9% | $1.76万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $46.42万 | 0.05% | 8,822 | 3,395 | 62.6% | $17.86万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $46.84万 | 0.05% | 4,277 | 122 | 2.9% | $1.34万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $47.12万 | 0.05% | 11,591 | 13 | 0.1% | $528 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.60万 | 0.05% | 9,410 | 2 | 0.0% | $101 | 加仓 |
| NUBD | NUSHARES ETF TR | $47.66万 | 0.05% | 21,530 | 504 | 2.4% | $1.12万 | 加仓 |
| EWU | ISHARES TR | $48.46万 | 0.06% | 10,502 | 1,700 | 19.3% | $7.84万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $48.84万 | 0.06% | 3,492 | -30 | -0.9% | -$4,196 | 减仓 |
| BAC | BANK OF AMER CORP | $51.34万 | 0.06% | 9,010 | 275 | 3.1% | $1.57万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $51.38万 | 0.06% | 1,519 | 185 | 13.9% | $6.26万 | 加仓 |
| NUDM | NUSHARES ETF TR | $52.01万 | 0.06% | 12,997 | -71 | -0.5% | -$2,841 | 减仓 |
| DSI | ISHARES TR | $52.07万 | 0.06% | 3,657 | -31 | -0.8% | -$4,414 | 减仓 |
| MA | MASTERCARD INCORPORATED | $52.18万 | 0.06% | 1,016 | 1 | 0.1% | $514 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $53.49万 | 0.06% | 14,806 | 2,556 | 20.9% | $9.23万 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $53.83万 | 0.06% | 6,182 | 5 | 0.1% | $435 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $54.14万 | 0.06% | 10,722 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $54.86万 | 0.06% | 6,638 | 498 | 8.1% | $4.12万 | 加仓 |
| VGT | VANGUARD WORLD FD | $55.69万 | 0.06% | 4,659 | -109 | -2.3% | -$1.30万 | 减仓 |
| MRK | MERCK & CO INC | $55.95万 | 0.06% | 4,354 | 202 | 4.9% | $2.60万 | 加仓 |
| ASML | ASML HLDG NV | $56.30万 | 0.06% | 283 | 52 | 22.5% | $10.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.74万 | 0.07% | 561 | 38 | 7.3% | $3.84万 | 加仓 |
| — | LISTED FDS TR | $56.78万 | 0.07% | 7,954 | -23 | -0.3% | -$1,642 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $57.39万 | 0.07% | 2,962 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $58.22万 | 0.07% | 7,164 | 991 | 16.1% | $8.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.26万 | 0.07% | 3,973 | 4 | 0.1% | $587 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.83万 | 0.07% | 5,128 | 718 | 16.3% | $8.38万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $59.94万 | 0.07% | 14,160 | -2,400 | -14.5% | -$10.16万 | 减仓 |
| AVSE | AMERICAN CENTY ETF TR | $60.17万 | 0.07% | 7,352 | 297 | 4.2% | $2.43万 | 加仓 |
| IWMI | NEOS ETF TRUST | $60.42万 | 0.07% | 11,290 | 5,445 | 93.2% | $29.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $60.84万 | 0.07% | 7,116 | 76 | 1.1% | $6,498 | 加仓 |
| CMDT | PIMCO ETF TR | $62.64万 | 0.07% | 20,424 | 1,925 | 10.4% | $5.90万 | 加仓 |
| SGOV | ISHARES TR | $62.78万 | 0.07% | 6,236 | -4,205 | -40.3% | -$42.33万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.26万 | 0.07% | 1,211 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $63.99万 | 0.07% | 1,814 | 188 | 11.6% | $6.63万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $66.36万 | 0.08% | 16,723 | -700 | -4.0% | -$2.78万 | 减仓 |
| — | PIMCO EQUITY SER | $66.41万 | 0.08% | 13,875 | 586 | 4.4% | $2.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.56万 | 0.08% | 2,367 | 70 | 3.0% | $1.97万 | 加仓 |