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 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -11,217 | -100.0% | -$103.01万 | 清仓 |
| FFBC | FIRST FINL BANCORP OH | $0 | 0.00% | 0 | -13,872 | -100.0% | -$34.71万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,130 | -100.0% | -$30.32万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -2,041 | -100.0% | -$25.57万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -477 | -100.0% | -$24.93万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,045 | -100.0% | -$23.92万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -945 | -100.0% | -$22.79万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,475 | -100.0% | -$22.74万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -312 | -100.0% | -$21.02万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -15,435 | -100.0% | -$7.41万 | 清仓 |
| WIT | WIPRO LTD | $2.32万 | 0.00% | 10,948 | -2,310 | -17.4% | -$4,897 | 减仓 |
| SAN | BANCO SANTANDER SA | $11.36万 | 0.01% | 10,067 | 10,067 | — | $11.36万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $14.49万 | 0.02% | 10,669 | 10,669 | — | $14.49万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $17.83万 | 0.02% | 14,243 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $18.56万 | 0.02% | 10,021 | 10,021 | — | $18.56万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.62万 | 0.02% | 23,446 | -51 | -0.2% | -$405 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.16万 | 0.03% | 969 | 47 | 5.1% | $9,778 | 加仓 |
| SKM | SK TELECOM CO LTD | $20.19万 | 0.03% | 6,894 | 6,894 | — | $20.19万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.21万 | 0.03% | 2,040 | 2,040 | — | $20.21万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.25万 | 0.03% | 3,445 | -2,152 | -38.4% | -$12.65万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $20.29万 | 0.03% | 6,554 | -268 | -3.9% | -$8,297 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $20.34万 | 0.03% | 8,600 | -200 | -2.3% | -$4,730 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.37万 | 0.03% | 1,049 | -304 | -22.5% | -$5.90万 | 减仓 |
| NEM | NEWMONT CORP | $20.37万 | 0.03% | 1,882 | 1,882 | — | $20.37万 | 新建仓 |
| EAGG | ISHARES TR | $20.42万 | 0.03% | 4,294 | 83 | 2.0% | $3,946 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $20.44万 | 0.03% | 4,466 | -267 | -5.6% | -$1.22万 | 减仓 |
| SHV | ISHARES TR | $20.57万 | 0.03% | 1,863 | 1,863 | — | $20.57万 | 新建仓 |
| SGOL | ETFS GOLD TR | $20.96万 | 0.03% | 4,697 | 4,697 | — | $20.96万 | 新建仓 |
| C | CITIGROUP INC | $21.07万 | 0.03% | 1,858 | 1,858 | — | $21.07万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $21.20万 | 0.03% | 3,413 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $21.33万 | 0.03% | 2,586 | 2,586 | — | $21.33万 | 新建仓 |
| SHYG | ISHARES TR | $21.43万 | 0.03% | 5,065 | 5,065 | — | $21.43万 | 新建仓 |
| CBRE | CBRE GROUP INC | $21.47万 | 0.03% | 1,585 | -712 | -31.0% | -$9.64万 | 减仓 |
| D | DOMINION ENERGY INC | $21.51万 | 0.03% | 3,480 | 3 | 0.1% | $185 | 加仓 |
| NUEM | NUSHARES ETF TR | $21.53万 | 0.03% | 5,860 | -35 | -0.6% | -$1,286 | 减仓 |
| QQQI | NEOS ETF TRUST | $21.73万 | 0.03% | 4,373 | 500 | 12.9% | $2.48万 | 加仓 |
| QCOM | QUALCOMM INC | $21.89万 | 0.03% | 1,700 | -135 | -7.4% | -$1.74万 | 减仓 |
| HSY | HERSHEY CO | $21.97万 | 0.03% | 1,057 | 1,057 | — | $21.97万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $22.00万 | 0.03% | 1,843 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $22.31万 | 0.03% | 2,573 | -4 | -0.2% | -$347 | 减仓 |
| INTC | INTEL CORP | $22.37万 | 0.03% | 5,068 | 5,068 | — | $22.37万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $22.52万 | 0.03% | 708 | 708 | — | $22.52万 | 新建仓 |
| APH | AMPHENOL CORP | $22.71万 | 0.03% | 1,797 | 125 | 7.5% | $1.58万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.87万 | 0.03% | 2,462 | -649 | -20.9% | -$6.03万 | 减仓 |
| DFJ | WISDOMTREE TR | $23.14万 | 0.03% | 2,267 | -190 | -7.7% | -$1.94万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $23.22万 | 0.03% | 2,961 | 4 | 0.1% | $314 | 加仓 |
| USFR | WISDOMTREE TR | $23.33万 | 0.03% | 4,634 | 0 | 0.0% | — | 不变 |
| REMX | VANECK ETF TRUST | $23.68万 | 0.03% | 2,691 | -185 | -6.4% | -$1.63万 | 减仓 |
| CERY | SPDR SERIES TRUST | $23.96万 | 0.03% | 6,800 | -185 | -2.6% | -$6,519 | 重新持有 |
| — | USCF ETF TR | $24.00万 | 0.03% | 7,095 | -80 | -1.1% | -$2,706 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.00万 | 0.03% | 1,181 | -23 | -1.9% | -$4,675 | 减仓 |
| VOD | VODAFONE GROUP PLC | $24.10万 | 0.03% | 16,042 | -1,490 | -8.5% | -$2.24万 | 减仓 |
| ETN | EATON CORP PLC | $24.14万 | 0.03% | 675 | 118 | 21.2% | $4.22万 | 重新持有 |
| EPS | WISDOMTREE TR | $24.14万 | 0.03% | 3,545 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $24.50万 | 0.03% | 1,679 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $24.89万 | 0.03% | 17,613 | 1,400 | 8.6% | $1.98万 | 加仓 |
| BLK | BLACKROCK INC | $25.20万 | 0.03% | 262 | -56 | -17.6% | -$5.39万 | 减仓 |
| LIN | LINDE PLC | $25.28万 | 0.03% | 510 | 31 | 6.5% | $1.54万 | 重新持有 |
| TMSL | T ROWE PRICE ETF INC | $25.56万 | 0.03% | 6,970 | 1,015 | 17.0% | $3.72万 | 加仓 |
| EFG | ISHARES TR | $25.66万 | 0.03% | 2,304 | -91 | -3.8% | -$1.01万 | 减仓 |
| RAVI | FLEXSHARES TR | $25.75万 | 0.03% | 3,415 | 3,415 | — | $25.75万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $25.81万 | 0.03% | 1,415 | 17 | 1.2% | $3,101 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.81万 | 0.03% | 578 | 578 | — | $25.81万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $25.96万 | 0.03% | 290 | 45 | 18.4% | $4.03万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.00万 | 0.03% | 5,643 | 391 | 7.4% | $1.80万 | 加仓 |
| AGG | ISHARES TR | $26.16万 | 0.03% | 2,635 | -1,617 | -38.0% | -$16.05万 | 减仓 |
| NGG | NATIONAL GRID PLC | $26.55万 | 0.03% | 3,138 | 3,138 | — | $26.55万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.65万 | 0.04% | 578 | -188 | -24.5% | -$8.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.16万 | 0.04% | 9,324 | 219 | 2.4% | $6,380 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.18万 | 0.04% | 1,224 | 1,224 | — | $27.18万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $27.33万 | 0.04% | 5,427 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $27.36万 | 0.04% | 9,744 | 259 | 2.7% | $7,273 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $27.52万 | 0.04% | 5,861 | -974 | -14.3% | -$4.57万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $27.59万 | 0.04% | 7,494 | -3,095 | -29.2% | -$11.39万 | 减仓 |
| IWMI | NEOS ETF TRUST | $27.71万 | 0.04% | 5,845 | 5,845 | — | $27.71万 | 新建仓 |
| ORCL | ORACLE CORP | $27.82万 | 0.04% | 1,891 | 316 | 20.1% | $4.65万 | 加仓 |
| VLUE | ISHARES TR | $28.07万 | 0.04% | 1,974 | -16 | -0.8% | -$2,275 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $28.14万 | 0.04% | 4,589 | 52 | 1.1% | $3,189 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.21万 | 0.04% | 14,282 | 2,605 | 22.3% | $5.14万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $28.38万 | 0.04% | 1,377 | 1,377 | — | $28.38万 | 新建仓 |
| RING | ISHARES INC | $28.44万 | 0.04% | 3,610 | -35 | -1.0% | -$2,758 | 减仓 |
| TJX | TJX COS INC NEW | $28.54万 | 0.04% | 1,787 | 186 | 11.6% | $2.97万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.71万 | 0.04% | 5,171 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.77万 | 0.04% | 1,014 | -6 | -0.6% | -$1,703 | 减仓 |
| DIS | DISNEY WALT CO | $28.93万 | 0.04% | 3,002 | -26 | -0.9% | -$2,506 | 减仓 |
| GEV | GE VERNOVA INC | $29.42万 | 0.04% | 337 | 337 | — | $29.42万 | 新建仓 |
| SO | SOUTHERN CO | $29.43万 | 0.04% | 3,049 | -1,034 | -25.3% | -$9.98万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $29.74万 | 0.04% | 492 | -453 | -47.9% | -$27.38万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $30.22万 | 0.04% | 2,274 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $30.26万 | 0.04% | 10,050 | -1,290 | -11.4% | -$3.88万 | 减仓 |
| MS | MORGAN STANLEY | $30.45万 | 0.04% | 1,850 | 51 | 2.8% | $8,393 | 加仓 |
| ASML | ASML HLDG NV | $30.51万 | 0.04% | 231 | 43 | 22.9% | $5.68万 | 加仓 |
| AMAT | APPLIED MATLS INC | $30.73万 | 0.04% | 899 | 899 | — | $30.73万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $31.06万 | 0.04% | 4,645 | 312 | 7.2% | $2.09万 | 加仓 |
| RTX | RTX CORPORATION | $31.08万 | 0.04% | 1,611 | -220 | -12.0% | -$4.24万 | 减仓 |