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 |
|---|---|---|---|---|---|---|---|---|
| SCHE | SCHWAB STRATEGIC TR | $294.73万 | 0.34% | 81,325 | 5,626 | 7.4% | $20.39万 | 加仓 |
| GLD | SPDR GOLD TR | $299.90万 | 0.34% | 8,141 | 167 | 2.1% | $6.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $300.86万 | 0.35% | 40,983 | 4,022 | 10.9% | $29.53万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $315.06万 | 0.36% | 18,546 | 170 | 0.9% | $2.89万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $322.08万 | 0.37% | 55,849 | 863 | 1.6% | $4.98万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $324.33万 | 0.37% | 64,028 | 5,269 | 9.0% | $26.69万 | 加仓 |
| AMZN | AMAZON COM INC | $324.40万 | 0.37% | 13,611 | 660 | 5.1% | $15.73万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $327.43万 | 0.38% | 18,082 | 861 | 5.0% | $15.59万 | 加仓 |
| — | ARISTA NETWORKS INC 看跌期权 | $331.56万 | 0.38% | 16,800 | 16,800 | — | $331.56万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $352.25万 | 0.40% | 44,597 | 69 | 0.2% | $5,450 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $353.88万 | 0.41% | 3,783 | -292 | -7.2% | -$27.32万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $370.39万 | 0.43% | 54,824 | 2,183 | 4.1% | $14.75万 | 加仓 |
| GUNR | FLEXSHARES TR | $370.56万 | 0.43% | 75,223 | 4,859 | 6.9% | $23.94万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $378.54万 | 0.43% | 76,814 | 7,395 | 10.7% | $36.44万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $405.96万 | 0.47% | 73,570 | -28 | -0.0% | -$1,545 | 减仓 |
| DMXF | ISHARES TR | $409.78万 | 0.47% | 48,437 | -602 | -1.2% | -$5.09万 | 减仓 |
| LEMB | ISHARES INC | $419.20万 | 0.48% | 98,812 | 12,325 | 14.3% | $52.29万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $432.39万 | 0.50% | 28,049 | 1,592 | 6.0% | $24.54万 | 加仓 |
| IWM | ISHARES TR | $464.94万 | 0.53% | 15,475 | 107 | 0.7% | $3.21万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $476.92万 | 0.55% | 176,312 | 8,534 | 5.1% | $23.08万 | 加仓 |
| USRT | ISHARES TR | $477.31万 | 0.55% | 71,829 | 4,737 | 7.1% | $31.48万 | 加仓 |
| USXF | ISHARES TR | $479.21万 | 0.55% | 69,001 | -420 | -0.6% | -$2.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $512.20万 | 0.59% | 13,842 | 3,056 | 28.3% | $113.08万 | 加仓 |
| USB | US BANCORP | $527.71万 | 0.61% | 87,369 | 10 | 0.0% | $604 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $569.94万 | 0.65% | 112,722 | 16,908 | 17.6% | $85.49万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $572.06万 | 0.66% | 140,659 | 1,655 | 1.2% | $6.73万 | 加仓 |
| PYLD | PIMCO ETF TR | $575.77万 | 0.66% | 217,107 | 8,994 | 4.3% | $23.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $609.94万 | 0.70% | 30,483 | 661 | 2.2% | $13.23万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $663.59万 | 0.76% | 8,886 | -215 | -2.4% | -$16.06万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $683.09万 | 0.78% | 294,945 | 56,044 | 23.5% | $129.80万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $684.98万 | 0.79% | 74,491 | 10,967 | 17.3% | $100.85万 | 加仓 |
| VB | VANGUARD INDEX FDS | $719.03万 | 0.83% | 23,721 | 206 | 0.9% | $6.24万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $733.55万 | 0.84% | 274,306 | 21,739 | 8.6% | $58.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $748.26万 | 0.86% | 20,060 | -75 | -0.4% | -$2.80万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $756.84万 | 0.87% | 77,071 | -1,010 | -1.3% | -$9.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $760.21万 | 0.87% | 127,359 | 7,392 | 6.2% | $44.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $765.25万 | 0.88% | 94,980 | -640 | -0.7% | -$5.16万 | 减仓 |
| GOOGL | ALPHABET INC | $855.27万 | 0.98% | 23,932 | 604 | 2.6% | $21.59万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,040.01万 | 1.19% | 353,563 | 17,469 | 5.2% | $51.39万 | 加仓 |
| BWX | SPDR SERIES TRUST | $1,072.98万 | 1.23% | 494,885 | 9,060 | 1.9% | $19.64万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,092.32万 | 1.25% | 137,537 | 16,287 | 13.4% | $129.35万 | 加仓 |
| EWJ | ISHARES INC | $1,104.86万 | 1.27% | 118,458 | 9,501 | 8.7% | $88.62万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,109.96万 | 1.27% | 450,208 | -2,215 | -0.5% | -$5.46万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,112.48万 | 1.28% | 156,186 | 10,040 | 6.9% | $71.51万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $1,119.60万 | 1.28% | 96,777 | 7,056 | 7.9% | $81.63万 | 加仓 |
| IJR | ISHARES TR | $1,514.02万 | 1.74% | 102,092 | 11,234 | 12.4% | $166.60万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,769.58万 | 2.03% | 218,305 | 9,228 | 4.4% | $74.80万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,809.07万 | 2.08% | 204,324 | 14,807 | 7.8% | $131.10万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,819.29万 | 2.09% | 193,707 | 17,536 | 10.0% | $164.70万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,964.69万 | 2.25% | 28,607 | 2,891 | 11.2% | $198.55万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $2,006.07万 | 2.30% | 806,300 | 66,274 | 9.0% | $164.89万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $2,006.19万 | 2.30% | 937,471 | 96,716 | 11.5% | $206.97万 | 加仓 |
| AAPL | APPLE INC | $2,076.69万 | 2.38% | 71,768 | 8,286 | 13.1% | $239.76万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,265.88万 | 2.60% | 234,831 | 7,875 | 3.5% | $75.99万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,348.65万 | 2.70% | 471,806 | 36,987 | 8.5% | $184.12万 | 加仓 |
| IVV | ISHARES TR | $2,601.86万 | 2.99% | 34,743 | 414 | 1.2% | $31.00万 | 加仓 |
| IJH | ISHARES TR | $2,639.56万 | 3.03% | 342,324 | 30,595 | 9.8% | $235.91万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,092.72万 | 3.55% | 658,867 | 71,465 | 12.2% | $335.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,914.91万 | 5.64% | 559,275 | 21,064 | 3.9% | $185.11万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $6,833.80万 | 7.84% | 1,356,118 | 91,840 | 7.3% | $462.80万 | 加仓 |