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 |
|---|---|---|---|---|---|---|---|---|
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $481.69万 | 0.63% | 167,778 | 25,461 | 17.9% | $73.10万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $484.81万 | 0.64% | 95,814 | 13,050 | 15.8% | $66.03万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $508.61万 | 0.67% | 139,004 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $520.09万 | 0.69% | 29,822 | 4,339 | 17.0% | $75.67万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $544.02万 | 0.72% | 63,524 | 17,429 | 37.8% | $149.26万 | 加仓 |
| PYLD | PIMCO ETF TR | $545.26万 | 0.72% | 208,113 | 22,091 | 11.9% | $57.88万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $551.82万 | 0.73% | 238,901 | 187,010 | 360.4% | $431.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $591.88万 | 0.78% | 9,101 | -9 | -0.1% | -$5,853 | 减仓 |
| VB | VANGUARD INDEX FDS | $615.90万 | 0.81% | 23,515 | 720 | 3.2% | $18.86万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $648.26万 | 0.85% | 119,967 | 2,917 | 2.5% | $15.76万 | 加仓 |
| GOOGL | ALPHABET INC | $670.82万 | 0.88% | 23,328 | 1,050 | 4.7% | $30.19万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $679.67万 | 0.90% | 252,567 | 19,354 | 8.3% | $52.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $686.49万 | 0.90% | 23,905 | -306 | -1.3% | -$8.79万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $735.84万 | 0.97% | 78,081 | 46 | 0.1% | $4,335 | 加仓 |
| MSFT | MICROSOFT CORP | $745.33万 | 0.98% | 20,135 | -364 | -1.8% | -$13.47万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $860.46万 | 1.13% | 336,094 | 13,598 | 4.2% | $34.81万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $876.77万 | 1.16% | 89,721 | -2,345 | -2.5% | -$22.92万 | 减仓 |
| EWJ | ISHARES INC | $920.04万 | 1.21% | 108,957 | 11,476 | 11.8% | $96.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $935.28万 | 1.23% | 146,146 | 8,329 | 6.0% | $53.30万 | 加仓 |
| BWX | SPDR SERIES TRUST | $1,066.38万 | 1.41% | 485,825 | 25,557 | 5.6% | $56.10万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,123.86万 | 1.48% | 121,250 | -4,059 | -3.2% | -$37.62万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,126.69万 | 1.49% | 452,423 | 19,192 | 4.4% | $47.79万 | 加仓 |
| IJR | ISHARES TR | $1,129.26万 | 1.49% | 90,858 | 35,539 | 64.2% | $441.71万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,427.58万 | 1.88% | 209,077 | 4,210 | 2.1% | $28.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,536.57万 | 2.03% | 25,716 | 132 | 0.5% | $7.89万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,562.11万 | 2.06% | 189,517 | 6,055 | 3.3% | $49.91万 | 加仓 |
| AAPL | APPLE INC | $1,611.10万 | 2.12% | 63,482 | 3,305 | 5.5% | $83.88万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,634.17万 | 2.15% | 176,171 | 252 | 0.1% | $2.34万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,813.51万 | 2.39% | 840,755 | -1,557 | -0.2% | -$3.36万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,828.81万 | 2.41% | 226,956 | 28,224 | 14.2% | $227.43万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,833.05万 | 2.42% | 740,026 | 71,685 | 10.7% | $177.56万 | 加仓 |
| IJH | ISHARES TR | $2,104.90万 | 2.77% | 311,729 | 24,511 | 8.5% | $165.51万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,165.83万 | 2.85% | 434,819 | 13,892 | 3.3% | $69.20万 | 加仓 |
| IVV | ISHARES TR | $2,242.42万 | 2.96% | 34,329 | -224 | -0.6% | -$14.63万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,765.49万 | 3.65% | 587,402 | 64,498 | 12.3% | $303.66万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,119.47万 | 5.43% | 538,211 | 32,428 | 6.4% | $248.20万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5,771.36万 | 7.61% | 1,264,278 | 140,395 | 12.5% | $640.90万 | 加仓 |