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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $67.60万 | 0.08% | 935 | 36 | 4.0% | $2.60万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $68.34万 | 0.08% | 5,409 | 1,278 | 30.9% | $16.15万 | 加仓 |
| NULV | NUSHARES ETF TR | $69.84万 | 0.08% | 13,971 | -148 | -1.0% | -$7,399 | 减仓 |
| ABBV | ABBVIE INC | $70.87万 | 0.08% | 2,816 | 222 | 8.6% | $5.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $72.80万 | 0.08% | 25,140 | 48 | 0.2% | $1,390 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $73.08万 | 0.08% | 5,313 | 100 | 1.9% | $1.38万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $73.27万 | 0.08% | 13,887 | -1,720 | -11.0% | -$9.07万 | 减仓 |
| WMT | WALMART INC | $73.42万 | 0.08% | 6,483 | -83 | -1.3% | -$9,400 | 减仓 |
| ESML | ISHARES TR | $76.22万 | 0.09% | 13,627 | -78 | -0.6% | -$4,363 | 减仓 |
| SPYI | NEOS ETF TRUST | $76.52万 | 0.09% | 14,413 | 7,073 | 96.4% | $37.55万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $76.64万 | 0.09% | 32,366 | 409 | 1.3% | $9,685 | 加仓 |
| SPYD | SPDR SERIES TRUST | $76.67万 | 0.09% | 16,069 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $76.83万 | 0.09% | 7,955 | -2,037 | -20.4% | -$19.67万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $77.57万 | 0.09% | 20,435 | -82 | -0.4% | -$3,113 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $78.08万 | 0.09% | 2,621 | 581 | 28.5% | $17.31万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $78.68万 | 0.09% | 49,599 | 79 | 0.2% | $1,253 | 加仓 |
| KLAC | KLA CORP | $78.99万 | 0.09% | 2,618 | 108 | 4.3% | $3.26万 | 加仓 |
| CSCO | CISCO SYS INC | $81.13万 | 0.09% | 6,907 | 330 | 5.0% | $3.88万 | 加仓 |
| SUSA | ISHARES TR | $81.72万 | 0.09% | 5,296 | 1 | 0.0% | $154 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $82.80万 | 0.10% | 18,922 | -1,934 | -9.3% | -$8.46万 | 减仓 |
| INTC | INTEL CORP | $83.27万 | 0.10% | 5,963 | 895 | 17.7% | $12.50万 | 加仓 |
| BCI | ABRDN ETFS | $83.97万 | 0.10% | 37,432 | 48 | 0.1% | $1,077 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $84.66万 | 0.10% | 19,413 | 1,207 | 6.6% | $5.26万 | 加仓 |
| V | VISA INC | $86.42万 | 0.10% | 2,519 | 445 | 21.5% | $15.27万 | 加仓 |
| BGRN | ISHARES TR | $86.76万 | 0.10% | 18,276 | 334 | 1.9% | $1.59万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $86.83万 | 0.10% | 13,836 | 82 | 0.6% | $5,146 | 加仓 |
| SPTL | SPDR SERIES TRUST | $87.09万 | 0.10% | 33,204 | 7,356 | 28.5% | $19.29万 | 加仓 |
| NULG | NUSHARES ETF TR | $88.18万 | 0.10% | 7,533 | -148 | -1.9% | -$1.73万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $88.76万 | 0.10% | 6,807 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $90.96万 | 0.10% | 12,002 | -155 | -1.3% | -$1.17万 | 减仓 |
| CAT | CATERPILLAR INC | $91.50万 | 0.10% | 859 | 4 | 0.5% | $4,261 | 加仓 |
| ICLN | ISHARES TR | $92.51万 | 0.11% | 45,148 | -1,487 | -3.2% | -$3.05万 | 减仓 |
| URA | GLOBAL X FDS | $93.56万 | 0.11% | 21,410 | 400 | 1.9% | $1.75万 | 加仓 |
| ESGD | ISHARES TR | $94.60万 | 0.11% | 9,202 | -8 | -0.1% | -$822 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.55万 | 0.11% | 1,662 | 86 | 5.5% | $5.00万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $99.28万 | 0.11% | 2,291 | 23 | 1.0% | $9,967 | 加仓 |
| ESGU | ISHARES TR | $99.67万 | 0.11% | 6,090 | 4 | 0.1% | $655 | 加仓 |
| VV | VANGUARD INDEX FDS | $102.07万 | 0.12% | 2,968 | -2 | -0.1% | -$688 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $103.20万 | 0.12% | 4,063 | -176 | -4.2% | -$4.47万 | 减仓 |
| IWD | ISHARES TR | $108.54万 | 0.12% | 4,477 | -102 | -2.2% | -$2.47万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $109.38万 | 0.13% | 34,495 | -365 | -1.0% | -$1.16万 | 减仓 |
| — | AMPLIFY ETF TR | $110.15万 | 0.13% | 13,664 | -452 | -3.2% | -$3.64万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $113.28万 | 0.13% | 44,390 | 1,832 | 4.3% | $4.68万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $115.26万 | 0.13% | 18,797 | -1,502 | -7.4% | -$9.21万 | 减仓 |
| MFUS | PIMCO EQUITY SER | $119.08万 | 0.14% | 17,728 | 3,422 | 23.9% | $22.99万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $120.87万 | 0.14% | 14,432 | 2,979 | 26.0% | $24.95万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $121.78万 | 0.14% | 1,055 | 132 | 14.3% | $15.24万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $129.63万 | 0.15% | 24,766 | -2,739 | -10.0% | -$14.34万 | 减仓 |
| HDV | ISHARES TR | $133.19万 | 0.15% | 48,590 | -355 | -0.7% | -$9,731 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $135.28万 | 0.16% | 26,718 | 3,351 | 14.3% | $16.97万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $135.79万 | 0.16% | 35,187 | -8,165 | -18.8% | -$31.51万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $135.95万 | 0.16% | 14,105 | -232 | -1.6% | -$2.24万 | 减仓 |
| IEMG | ISHARES INC | $138.47万 | 0.16% | 16,715 | 939 | 6.0% | $7.78万 | 加仓 |
| SCZ | ISHARES TR | $141.13万 | 0.16% | 17,154 | -77 | -0.4% | -$6,335 | 减仓 |
| — | ISHARES TR | $143.06万 | 0.16% | 24,689 | -422 | -1.7% | -$2.45万 | 减仓 |
| NUSC | NUSHARES ETF TR | $145.73万 | 0.17% | 27,961 | 1,811 | 6.9% | $9.44万 | 加仓 |
| META | META PLATFORMS INC | $147.25万 | 0.17% | 2,614 | -21 | -0.8% | -$1.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $150.14万 | 0.17% | 4,587 | 221 | 5.1% | $7.23万 | 加仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $150.53万 | 0.17% | 39,232 | 1,025 | 2.7% | $3.93万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $150.78万 | 0.17% | 36,685 | -1,200 | -3.2% | -$4.93万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $150.87万 | 0.17% | 50,765 | -4,737 | -8.5% | -$14.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $152.12万 | 0.17% | 3,040 | 93 | 3.2% | $4.65万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $152.92万 | 0.18% | 36,725 | 285 | 0.8% | $1.19万 | 加仓 |
| USEW | EA SERIES TRUST | $158.72万 | 0.18% | 28,430 | -16,574 | -36.8% | -$92.53万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $160.75万 | 0.18% | 3,366 | 322 | 10.6% | $15.38万 | 加仓 |
| TSLA | TESLA INC | $162.39万 | 0.19% | 3,861 | -279 | -6.7% | -$11.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $164.67万 | 0.19% | 2,236 | -117 | -5.0% | -$8.62万 | 减仓 |
| EMNT | PIMCO ETF TR | $166.16万 | 0.19% | 16,794 | 89 | 0.5% | $8,806 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $166.27万 | 0.19% | 34,553 | 91 | 0.3% | $4,379 | 加仓 |
| IWF | ISHARES TR | $173.54万 | 0.20% | 13,976 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $174.77万 | 0.20% | 34,171 | 34,171 | — | $174.77万 | 新建仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $176.61万 | 0.20% | 60,441 | 12,988 | 27.4% | $37.95万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $178.27万 | 0.20% | 30,226 | -63 | -0.2% | -$3,716 | 减仓 |
| VTV | VANGUARD INDEX FDS | $179.52万 | 0.21% | 8,238 | 477 | 6.1% | $10.39万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $180.01万 | 0.21% | 74,570 | -2,322 | -3.0% | -$5.61万 | 减仓 |
| LLY | ELI LILLY & CO | $184.24万 | 0.21% | 1,536 | 71 | 4.8% | $8.52万 | 加仓 |
| SLVP | ISHARES INC | $185.64万 | 0.21% | 60,213 | -155 | -0.3% | -$4,779 | 减仓 |
| IEUR | ISHARES TR | $188.37万 | 0.22% | 25,078 | -57 | -0.2% | -$4,281 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $190.66万 | 0.22% | 44,195 | 610 | 1.4% | $2.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $194.04万 | 0.22% | 22,526 | -3,298 | -12.8% | -$28.41万 | 减仓 |
| SUSL | ISHARES TR | $209.73万 | 0.24% | 15,798 | -1,225 | -7.2% | -$16.26万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $211.30万 | 0.24% | 13,371 | 149 | 1.1% | $2.35万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $212.30万 | 0.24% | 8,737 | 7 | 0.1% | $1,701 | 加仓 |
| GOOG | ALPHABET INC | $220.62万 | 0.25% | 6,254 | 652 | 11.6% | $23.00万 | 加仓 |
| MFEM | PIMCO EQUITY SER | $223.71万 | 0.26% | 79,232 | 685 | 0.9% | $1.93万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $227.40万 | 0.26% | 11,859 | 1,783 | 17.7% | $34.19万 | 加仓 |
| SUB | ISHARES TR | $229.79万 | 0.26% | 21,582 | 14 | 0.1% | $1,491 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $231.41万 | 0.27% | 45,375 | -3,552 | -7.3% | -$18.12万 | 减仓 |
| AVGO | BROADCOM INC | $232.58万 | 0.27% | 6,157 | 583 | 10.5% | $22.02万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $242.80万 | 0.28% | 35,353 | -6,050 | -14.6% | -$41.55万 | 减仓 |
| ITOT | ISHARES TR | $255.85万 | 0.29% | 15,575 | -2,508 | -13.9% | -$41.20万 | 减仓 |
| — | EXXON MOBIL CORP | $257.20万 | 0.30% | 18,812 | 2,415 | 14.7% | $33.02万 | 加仓 |
| BIL | SPDR SERIES TRUST | $259.71万 | 0.30% | 28,341 | -13,179 | -31.7% | -$120.77万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $261.16万 | 0.30% | 46,239 | -9,540 | -17.1% | -$53.88万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $270.13万 | 0.31% | 60,243 | 6,450 | 12.0% | $28.92万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $271.88万 | 0.31% | 15,363 | -573 | -3.6% | -$10.14万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $273.35万 | 0.31% | 52,790 | -5,923 | -10.1% | -$30.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $280.74万 | 0.32% | 37,179 | 25 | 0.1% | $1,888 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $289.38万 | 0.33% | 12,230 | -568 | -4.4% | -$13.44万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $291.64万 | 0.33% | 31,232 | -773 | -2.4% | -$7.22万 | 减仓 |