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 |
|---|---|---|---|---|---|---|---|---|
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $150.78万 | 0.17% | 36,685 | -1,200 | -3.2% | -$4.93万 | 减仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $150.53万 | 0.17% | 39,232 | 1,025 | 2.7% | $3.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $150.14万 | 0.17% | 4,587 | 221 | 5.1% | $7.23万 | 加仓 |
| META | META PLATFORMS INC | $147.25万 | 0.17% | 2,614 | -21 | -0.8% | -$1.18万 | 减仓 |
| NUSC | NUSHARES ETF TR | $145.73万 | 0.17% | 27,961 | 1,811 | 6.9% | $9.44万 | 加仓 |
| — | ISHARES TR | $143.06万 | 0.16% | 24,689 | -422 | -1.7% | -$2.45万 | 减仓 |
| SCZ | ISHARES TR | $141.13万 | 0.16% | 17,154 | -77 | -0.4% | -$6,335 | 减仓 |
| IEMG | ISHARES INC | $138.47万 | 0.16% | 16,715 | 939 | 6.0% | $7.78万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $135.95万 | 0.16% | 14,105 | -232 | -1.6% | -$2.24万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $135.79万 | 0.16% | 35,187 | -8,165 | -18.8% | -$31.51万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $135.28万 | 0.16% | 26,718 | 3,351 | 14.3% | $16.97万 | 加仓 |
| HDV | ISHARES TR | $133.19万 | 0.15% | 48,590 | -355 | -0.7% | -$9,731 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $129.63万 | 0.15% | 24,766 | -2,739 | -10.0% | -$14.34万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $121.78万 | 0.14% | 1,055 | 132 | 14.3% | $15.24万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $120.87万 | 0.14% | 14,432 | 2,979 | 26.0% | $24.95万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $119.08万 | 0.14% | 17,728 | 3,422 | 23.9% | $22.99万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $115.26万 | 0.13% | 18,797 | -1,502 | -7.4% | -$9.21万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $113.28万 | 0.13% | 44,390 | 1,832 | 4.3% | $4.68万 | 加仓 |
| — | AMPLIFY ETF TR | $110.15万 | 0.13% | 13,664 | -452 | -3.2% | -$3.64万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $109.38万 | 0.13% | 34,495 | -365 | -1.0% | -$1.16万 | 减仓 |
| IWD | ISHARES TR | $108.54万 | 0.12% | 4,477 | -102 | -2.2% | -$2.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $103.20万 | 0.12% | 4,063 | -176 | -4.2% | -$4.47万 | 减仓 |
| VV | VANGUARD INDEX FDS | $102.07万 | 0.12% | 2,968 | -2 | -0.1% | -$688 | 减仓 |
| ESGU | ISHARES TR | $99.67万 | 0.11% | 6,090 | 4 | 0.1% | $655 | 加仓 |
| LRCX | LAM RESEARCH CORP | $99.28万 | 0.11% | 2,291 | 23 | 1.0% | $9,967 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $96.55万 | 0.11% | 1,662 | 86 | 5.5% | $5.00万 | 加仓 |
| ESGD | ISHARES TR | $94.60万 | 0.11% | 9,202 | -8 | -0.1% | -$822 | 减仓 |
| URA | GLOBAL X FDS | $93.56万 | 0.11% | 21,410 | 400 | 1.9% | $1.75万 | 加仓 |
| ICLN | ISHARES TR | $92.51万 | 0.11% | 45,148 | -1,487 | -3.2% | -$3.05万 | 减仓 |
| CAT | CATERPILLAR INC | $91.50万 | 0.10% | 859 | 4 | 0.5% | $4,261 | 加仓 |
| DGRO | ISHARES TR | $90.96万 | 0.10% | 12,002 | -155 | -1.3% | -$1.17万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $88.76万 | 0.10% | 6,807 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $88.18万 | 0.10% | 7,533 | -148 | -1.9% | -$1.73万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $87.09万 | 0.10% | 33,204 | 7,356 | 28.5% | $19.29万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $86.83万 | 0.10% | 13,836 | 82 | 0.6% | $5,146 | 加仓 |
| BGRN | ISHARES TR | $86.76万 | 0.10% | 18,276 | 334 | 1.9% | $1.59万 | 加仓 |
| V | VISA INC | $86.42万 | 0.10% | 2,519 | 445 | 21.5% | $15.27万 | 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 |
| BCI | ABRDN ETFS | $83.97万 | 0.10% | 37,432 | 48 | 0.1% | $1,077 | 加仓 |
| INTC | INTEL CORP | $83.27万 | 0.10% | 5,963 | 895 | 17.7% | $12.50万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $82.80万 | 0.10% | 18,922 | -1,934 | -9.3% | -$8.46万 | 减仓 |
| SUSA | ISHARES TR | $81.72万 | 0.09% | 5,296 | 1 | 0.0% | $154 | 加仓 |
| CSCO | CISCO SYS INC | $81.13万 | 0.09% | 6,907 | 330 | 5.0% | $3.88万 | 加仓 |
| KLAC | KLA CORP | $78.99万 | 0.09% | 2,618 | 108 | 4.3% | $3.26万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $78.68万 | 0.09% | 49,599 | 79 | 0.2% | $1,253 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $78.08万 | 0.09% | 2,621 | 581 | 28.5% | $17.31万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $77.57万 | 0.09% | 20,435 | -82 | -0.4% | -$3,113 | 减仓 |
| IEFA | ISHARES TR | $76.83万 | 0.09% | 7,955 | -2,037 | -20.4% | -$19.67万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $76.67万 | 0.09% | 16,069 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $76.64万 | 0.09% | 32,366 | 409 | 1.3% | $9,685 | 加仓 |
| SPYI | NEOS ETF TRUST | $76.52万 | 0.09% | 14,413 | 7,073 | 96.4% | $37.55万 | 加仓 |
| ESML | ISHARES TR | $76.22万 | 0.09% | 13,627 | -78 | -0.6% | -$4,363 | 减仓 |
| WMT | WALMART INC | $73.42万 | 0.08% | 6,483 | -83 | -1.3% | -$9,400 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $73.27万 | 0.08% | 13,887 | -1,720 | -11.0% | -$9.07万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $73.08万 | 0.08% | 5,313 | 100 | 1.9% | $1.38万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $72.80万 | 0.08% | 25,140 | 48 | 0.2% | $1,390 | 加仓 |
| ABBV | ABBVIE INC | $70.87万 | 0.08% | 2,816 | 222 | 8.6% | $5.59万 | 加仓 |
| NULV | NUSHARES ETF TR | $69.84万 | 0.08% | 13,971 | -148 | -1.0% | -$7,399 | 减仓 |
| GILD | GILEAD SCIENCES INC | $68.34万 | 0.08% | 5,409 | 1,278 | 30.9% | $16.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $67.60万 | 0.08% | 935 | 36 | 4.0% | $2.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.56万 | 0.08% | 2,367 | 70 | 3.0% | $1.97万 | 加仓 |
| — | PIMCO EQUITY SER | $66.41万 | 0.08% | 13,875 | 586 | 4.4% | $2.80万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $66.36万 | 0.08% | 16,723 | -700 | -4.0% | -$2.78万 | 减仓 |
| HD | HOME DEPOT INC | $63.99万 | 0.07% | 1,814 | 188 | 11.6% | $6.63万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $63.26万 | 0.07% | 1,211 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $62.78万 | 0.07% | 6,236 | -4,205 | -40.3% | -$42.33万 | 减仓 |
| CMDT | PIMCO ETF TR | $62.64万 | 0.07% | 20,424 | 1,925 | 10.4% | $5.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $60.84万 | 0.07% | 7,116 | 76 | 1.1% | $6,498 | 加仓 |
| IWMI | NEOS ETF TRUST | $60.42万 | 0.07% | 11,290 | 5,445 | 93.2% | $29.14万 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $60.17万 | 0.07% | 7,352 | 297 | 4.2% | $2.43万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $59.94万 | 0.07% | 14,160 | -2,400 | -14.5% | -$10.16万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.83万 | 0.07% | 5,128 | 718 | 16.3% | $8.38万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.26万 | 0.07% | 3,973 | 4 | 0.1% | $587 | 加仓 |
| KO | COCA COLA CO | $58.22万 | 0.07% | 7,164 | 991 | 16.1% | $8.05万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $57.39万 | 0.07% | 2,962 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $56.78万 | 0.07% | 7,954 | -23 | -0.3% | -$1,642 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.74万 | 0.07% | 561 | 38 | 7.3% | $3.84万 | 加仓 |
| ASML | ASML HLDG NV | $56.30万 | 0.06% | 283 | 52 | 22.5% | $10.35万 | 加仓 |
| MRK | MERCK & CO INC | $55.95万 | 0.06% | 4,354 | 202 | 4.9% | $2.60万 | 加仓 |
| VGT | VANGUARD WORLD FD | $55.69万 | 0.06% | 4,659 | -109 | -2.3% | -$1.30万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $54.86万 | 0.06% | 6,638 | 498 | 8.1% | $4.12万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $54.14万 | 0.06% | 10,722 | 0 | 0.0% | — | 不变 |
| AFDM | FIRST TR EXCH TRADED FD III | $53.83万 | 0.06% | 6,182 | 5 | 0.1% | $435 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $53.49万 | 0.06% | 14,806 | 2,556 | 20.9% | $9.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $52.18万 | 0.06% | 1,016 | 1 | 0.1% | $514 | 加仓 |
| DSI | ISHARES TR | $52.07万 | 0.06% | 3,657 | -31 | -0.8% | -$4,414 | 减仓 |
| NUDM | NUSHARES ETF TR | $52.01万 | 0.06% | 12,997 | -71 | -0.5% | -$2,841 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $51.38万 | 0.06% | 1,519 | 185 | 13.9% | $6.26万 | 加仓 |
| BAC | BANK OF AMER CORP | $51.34万 | 0.06% | 9,010 | 275 | 3.1% | $1.57万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $48.84万 | 0.06% | 3,492 | -30 | -0.9% | -$4,196 | 减仓 |
| EWU | ISHARES TR | $48.46万 | 0.06% | 10,502 | 1,700 | 19.3% | $7.84万 | 加仓 |
| NUBD | NUSHARES ETF TR | $47.66万 | 0.05% | 21,530 | 504 | 2.4% | $1.12万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $47.60万 | 0.05% | 9,410 | 2 | 0.0% | $101 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $47.12万 | 0.05% | 11,591 | 13 | 0.1% | $528 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $46.84万 | 0.05% | 4,277 | 122 | 2.9% | $1.34万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $46.42万 | 0.05% | 8,822 | 3,395 | 62.6% | $17.86万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.39万 | 0.05% | 7,971 | 302 | 3.9% | $1.76万 | 加仓 |
| NFLX | NETFLIX INC. | $46.35万 | 0.05% | 6,491 | -3,743 | -36.6% | -$26.73万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $46.24万 | 0.05% | 2,946 | -296 | -9.1% | -$4.65万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $46.11万 | 0.05% | 23,184 | 1,506 | 6.9% | $3.00万 | 加仓 |