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 |
|---|---|---|---|---|---|---|---|---|
| FIXD | FIRST TR EXCHNG TRADED FD VI | $79.36万 | 0.10% | 18,206 | 727 | 4.2% | $3.17万 | 加仓 |
| WMT | WALMART INC | $81.60万 | 0.11% | 6,566 | 394 | 6.4% | $4.90万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $83.55万 | 0.11% | 14,306 | 2,273 | 18.9% | $13.27万 | 加仓 |
| BGRN | ISHARES TR | $85.17万 | 0.11% | 17,942 | 846 | 4.9% | $4.02万 | 加仓 |
| ICLN | ISHARES TR | $85.30万 | 0.11% | 46,635 | -340 | -0.7% | -$6,219 | 减仓 |
| DGRO | ISHARES TR | $85.32万 | 0.11% | 12,157 | 474 | 4.1% | $3.33万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $85.68万 | 0.11% | 49,520 | -75 | -0.2% | -$1,298 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $86.01万 | 0.11% | 11,453 | 2,525 | 28.3% | $18.96万 | 加仓 |
| ESGU | ISHARES TR | $86.07万 | 0.11% | 6,086 | 3 | 0.0% | $424 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $86.31万 | 0.11% | 10,415 | 11 | 0.1% | $912 | 加仓 |
| VCEB | VANGUARD WORLD FD | $86.42万 | 0.11% | 13,754 | 417 | 3.1% | $2.62万 | 加仓 |
| ESGD | ISHARES TR | $88.06万 | 0.12% | 9,210 | 925 | 11.2% | $8.84万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $88.07万 | 0.12% | 20,856 | -807 | -3.7% | -$3.41万 | 减仓 |
| VV | VANGUARD INDEX FDS | $88.76万 | 0.12% | 2,970 | -78 | -2.6% | -$2.33万 | 减仓 |
| IEFA | ISHARES TR | $90.46万 | 0.12% | 9,992 | -820 | -7.6% | -$7.42万 | 减仓 |
| BCI | ABRDN ETFS | $90.54万 | 0.12% | 37,384 | 5,601 | 17.6% | $13.56万 | 加仓 |
| — | AMPLIFY ETF TR | $93.28万 | 0.12% | 14,116 | -40 | -0.3% | -$2,643 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $94.33万 | 0.12% | 20,299 | 241 | 1.2% | $1.12万 | 加仓 |
| — | EA SERIES TRUST | $95.53万 | 0.13% | 18,944 | -129 | -0.7% | -$6,505 | 减仓 |
| IWD | ISHARES TR | $97.84万 | 0.13% | 4,579 | -190 | -4.0% | -$4.06万 | 减仓 |
| NFLX | NETFLIX INC. | $98.40万 | 0.13% | 10,234 | 1,054 | 11.5% | $10.13万 | 加仓 |
| URA | GLOBAL X FDS | $101.63万 | 0.13% | 21,010 | 655 | 3.2% | $3.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $102.87万 | 0.14% | 3,044 | 333 | 12.3% | $11.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $103.62万 | 0.14% | 4,239 | -61 | -1.4% | -$1.49万 | 减仓 |
| SGOV | ISHARES TR | $105.10万 | 0.14% | 10,441 | -17,847 | -63.1% | -$179.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $106.95万 | 0.14% | 34,860 | -4,013 | -10.3% | -$12.31万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $109.03万 | 0.14% | 42,558 | 2,108 | 5.2% | $5.40万 | 加仓 |
| IEMG | ISHARES INC | $110.04万 | 0.15% | 15,776 | -516 | -3.2% | -$3.60万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $116.44万 | 0.15% | 23,367 | 14,530 | 164.4% | $72.40万 | 加仓 |
| NUSC | NUSHARES ETF TR | $117.83万 | 0.16% | 26,150 | 617 | 2.4% | $2.78万 | 加仓 |
| — | ISHARES TR | $120.13万 | 0.16% | 25,111 | -368 | -1.4% | -$1.76万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $127.10万 | 0.17% | 14,337 | 830 | 6.1% | $7.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $128.43万 | 0.17% | 4,366 | -658 | -13.1% | -$19.36万 | 减仓 |
| TOUS | T ROWE PRICE ETF INC | $131.97万 | 0.17% | 38,207 | 12,862 | 50.7% | $44.43万 | 加仓 |
| HDV | ISHARES TR | $132.86万 | 0.18% | 9,789 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $134.75万 | 0.18% | 1,465 | 14 | 1.0% | $1.29万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $134.83万 | 0.18% | 37,885 | -2,525 | -6.2% | -$8.99万 | 减仓 |
| SCZ | ISHARES TR | $135.11万 | 0.18% | 17,231 | 1,445 | 9.2% | $11.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $135.82万 | 0.18% | 2,353 | 30 | 1.3% | $1.73万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $136.37万 | 0.18% | 47,453 | 1,266 | 2.7% | $3.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.22万 | 0.19% | 2,947 | 23 | 0.8% | $1.10万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $142.83万 | 0.19% | 27,505 | 2,040 | 8.0% | $10.59万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $145.10万 | 0.19% | 36,440 | 1,475 | 4.2% | $5.87万 | 加仓 |
| IWF | ISHARES TR | $148.98万 | 0.20% | 3,494 | 29 | 0.8% | $1.24万 | 加仓 |
| META | META PLATFORMS INC | $150.76万 | 0.20% | 2,635 | 80 | 3.1% | $4.58万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $152.27万 | 0.20% | 7,761 | 651 | 9.2% | $12.77万 | 加仓 |
| TSLA | TESLA INC | $153.90万 | 0.20% | 4,140 | 392 | 10.5% | $14.57万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $155.41万 | 0.20% | 55,502 | -3,750 | -6.3% | -$10.50万 | 减仓 |
| GOOG | ALPHABET INC | $160.48万 | 0.21% | 5,602 | 103 | 1.9% | $2.95万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $160.86万 | 0.21% | 34,462 | -545 | -1.6% | -$2.54万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $164.82万 | 0.22% | 10,076 | 3,034 | 43.1% | $49.63万 | 加仓 |
| EMNT | PIMCO ETF TR | $165.25万 | 0.22% | 16,705 | 929 | 5.9% | $9.19万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $171.86万 | 0.23% | 43,585 | 8,260 | 23.4% | $32.57万 | 加仓 |
| AVGO | BROADCOM INC | $172.52万 | 0.23% | 5,574 | 122 | 2.2% | $3.78万 | 加仓 |
| IEUR | ISHARES TR | $176.48万 | 0.23% | 25,135 | -1,925 | -7.1% | -$13.52万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $180.37万 | 0.24% | 30,289 | -8,009 | -20.9% | -$47.69万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $186.62万 | 0.25% | 76,892 | 1,775 | 2.4% | $4.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $188.00万 | 0.25% | 4,304 | -68 | -1.6% | -$2.97万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $189.66万 | 0.25% | 8,730 | -442 | -4.8% | -$9.60万 | 减仓 |
| SUSL | ISHARES TR | $193.39万 | 0.25% | 17,023 | 122 | 0.7% | $1.39万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $195.11万 | 0.26% | 43,352 | 229 | 0.5% | $1.03万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $195.82万 | 0.26% | 13,222 | -197 | -1.5% | -$2.92万 | 减仓 |
| MFEM | PIMCO EQUITY SER | $196.52万 | 0.26% | 78,547 | 20,857 | 36.2% | $52.18万 | 加仓 |
| SLVP | ISHARES INC | $213.84万 | 0.28% | 60,368 | -433 | -0.7% | -$1.53万 | 减仓 |
| USEW | EA SERIES TRUST | $219.98万 | 0.29% | 45,004 | -22,211 | -33.0% | -$108.57万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $225.62万 | 0.30% | 18,376 | -217 | -1.2% | -$2.66万 | 减仓 |
| SUB | ISHARES TR | $229.70万 | 0.30% | 21,568 | 162 | 0.8% | $1.73万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $239.04万 | 0.32% | 53,793 | 392 | 0.7% | $1.74万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $247.13万 | 0.33% | 15,936 | -1,525 | -8.7% | -$23.65万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $249.28万 | 0.33% | 75,699 | 4,264 | 6.0% | $14.04万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $249.43万 | 0.33% | 48,927 | -25,905 | -34.6% | -$132.06万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $257.03万 | 0.34% | 41,403 | -641 | -1.5% | -$3.98万 | 减仓 |
| ITOT | ISHARES TR | $257.56万 | 0.34% | 18,083 | -2,900 | -13.8% | -$41.30万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $265.69万 | 0.35% | 54,986 | 1,911 | 3.6% | $9.23万 | 加仓 |
| AMZN | AMAZON COM INC | $269.72万 | 0.36% | 12,951 | 574 | 4.6% | $11.95万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $272.18万 | 0.36% | 36,961 | 1,012 | 2.8% | $7.45万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $275.23万 | 0.36% | 12,798 | -344 | -2.6% | -$7.40万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $275.42万 | 0.36% | 58,713 | -2,823 | -4.6% | -$13.24万 | 减仓 |
| — | EXXON MOBIL CORP | $278.19万 | 0.37% | 16,397 | -960 | -5.5% | -$16.29万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $283.12万 | 0.37% | 32,005 | -3,672 | -10.3% | -$32.48万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $293.74万 | 0.39% | 58,759 | 27,000 | 85.0% | $134.97万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $295.31万 | 0.39% | 69,419 | 22,380 | 47.6% | $95.20万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $311.74万 | 0.41% | 52,641 | 2,346 | 4.7% | $13.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $316.16万 | 0.42% | 55,779 | -6,576 | -10.5% | -$37.27万 | 减仓 |
| IAU | ISHARES GOLD TR | $327.55万 | 0.43% | 37,154 | -1,059 | -2.8% | -$9.34万 | 减仓 |
| GLD | SPDR GOLD TR | $343.11万 | 0.45% | 7,974 | -882 | -10.0% | -$37.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $346.02万 | 0.46% | 10,786 | 98 | 0.9% | $3.14万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $352.74万 | 0.46% | 44,528 | 8,239 | 22.7% | $65.27万 | 加仓 |
| LEMB | ISHARES INC | $352.78万 | 0.47% | 86,487 | 67,137 | 347.0% | $273.85万 | 加仓 |
| DMXF | ISHARES TR | $370.00万 | 0.49% | 49,039 | 1,237 | 2.6% | $9.33万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $376.50万 | 0.50% | 17,221 | -1,290 | -7.0% | -$28.20万 | 减仓 |
| BIL | SPDR SERIES TRUST | $380.49万 | 0.50% | 41,520 | -2,600 | -5.9% | -$23.83万 | 减仓 |
| IWM | ISHARES TR | $381.13万 | 0.50% | 15,368 | -47 | -0.3% | -$1.17万 | 减仓 |
| USXF | ISHARES TR | $383.20万 | 0.51% | 69,421 | 897 | 1.3% | $4.95万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $385.54万 | 0.51% | 26,457 | 760 | 3.0% | $11.08万 | 加仓 |
| GUNR | FLEXSHARES TR | $387.90万 | 0.51% | 70,364 | 1,716 | 2.5% | $9.46万 | 加仓 |
| USRT | ISHARES TR | $397.12万 | 0.52% | 67,092 | 7,620 | 12.8% | $45.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $406.03万 | 0.54% | 4,075 | 42 | 1.0% | $4.18万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $407.40万 | 0.54% | 73,598 | 3,151 | 4.5% | $17.44万 | 加仓 |
| USB | US BANCORP | $454.35万 | 0.60% | 87,359 | 89 | 0.1% | $4,629 | 加仓 |