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 |
|---|---|---|---|---|---|---|---|---|
| JIRE | J P MORGAN EXCHANGE TRADED F | $40.86万 | 0.05% | 5,395 | -610 | -10.2% | -$4.62万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $40.35万 | 0.05% | 1,334 | -173 | -11.5% | -$5.23万 | 减仓 |
| EWU | ISHARES TR | $40.10万 | 0.05% | 8,802 | -72 | -0.8% | -$3,280 | 减仓 |
| MO | ALTRIA GROUP INC | $39.85万 | 0.05% | 6,039 | 96 | 1.6% | $6,335 | 加仓 |
| TIP | ISHARES TR | $39.46万 | 0.05% | 3,576 | 1,272 | 55.2% | $14.04万 | 加仓 |
| NVS | NOVARTIS AG | $38.62万 | 0.05% | 2,528 | 764 | 43.3% | $11.67万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $38.46万 | 0.05% | 21,285 | 3,500 | 19.7% | $6.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.22万 | 0.05% | 15,037 | -637 | -4.1% | -$1.58万 | 减仓 |
| IPAC | ISHARES TR | $37.08万 | 0.05% | 4,847 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $36.96万 | 0.05% | 251 | 25 | 11.1% | $3.68万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $36.79万 | 0.05% | 21,678 | 4,180 | 23.9% | $7.09万 | 加仓 |
| CRM | SALESFORCE INC | $36.59万 | 0.05% | 1,960 | -189 | -8.8% | -$3.53万 | 减仓 |
| AMGN | AMGEN INC | $36.56万 | 0.05% | 1,039 | 75 | 7.8% | $2.64万 | 加仓 |
| SPYI | NEOS ETF TRUST | $36.24万 | 0.05% | 7,340 | 475 | 6.9% | $2.35万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $36.08万 | 0.05% | 12,956 | -726 | -5.3% | -$2.02万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $35.95万 | 0.05% | 1,747 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $35.93万 | 0.05% | 20,131 | 3,722 | 22.7% | $6.64万 | 加仓 |
| XOP | SPDR SERIES TRUST | $35.64万 | 0.05% | 1,960 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $35.62万 | 0.05% | 12,250 | 16 | 0.1% | $465 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $35.38万 | 0.05% | 3,056 | 72 | 2.4% | $8,336 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $35.29万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.84万 | 0.05% | 5,688 | 5,688 | — | $34.84万 | 新建仓 |
| — | ISHARES TR | $34.55万 | 0.05% | 7,461 | 139 | 1.9% | $6,437 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $34.36万 | 0.05% | 11,650 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $34.32万 | 0.05% | 5,796 | 790 | 15.8% | $4.68万 | 加仓 |
| VDE | VANGUARD WORLD FD | $33.86万 | 0.04% | 1,957 | 0 | 0.0% | — | 不变 |
| TGRW | T ROWE PRICE ETF INC | $33.55万 | 0.04% | 8,285 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $33.41万 | 0.04% | 2,151 | -68 | -3.1% | -$1.06万 | 减仓 |
| IAUM | ISHARES GOLD TR | $32.83万 | 0.04% | 7,031 | 7,031 | — | $32.83万 | 新建仓 |
| IEI | ISHARES TR | $32.73万 | 0.04% | 2,759 | 971 | 54.3% | $11.52万 | 加仓 |
| T | AT&T INC | $32.41万 | 0.04% | 11,178 | -517 | -4.4% | -$1.50万 | 减仓 |
| EEM | ISHARES TR | $32.31万 | 0.04% | 5,690 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $32.06万 | 0.04% | 1,576 | 369 | 30.6% | $7.51万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $32.02万 | 0.04% | 4,620 | -384 | -7.7% | -$2.66万 | 减仓 |
| DIV | GLOBAL X FDS | $31.65万 | 0.04% | 16,748 | 32 | 0.2% | $605 | 加仓 |
| WFC | WELLS FARGO & CO | $31.33万 | 0.04% | 3,936 | -26 | -0.7% | -$2,070 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $31.18万 | 0.04% | 923 | 156 | 20.3% | $5.27万 | 加仓 |
| RTX | RTX CORPORATION | $31.08万 | 0.04% | 1,611 | -220 | -12.0% | -$4.24万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $31.06万 | 0.04% | 4,645 | 312 | 7.2% | $2.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $30.73万 | 0.04% | 899 | 899 | — | $30.73万 | 新建仓 |
| ASML | ASML HLDG NV | $30.51万 | 0.04% | 231 | 43 | 22.9% | $5.68万 | 加仓 |
| MS | MORGAN STANLEY | $30.45万 | 0.04% | 1,850 | 51 | 2.8% | $8,393 | 加仓 |
| — | ETF SER SOLUTIONS | $30.26万 | 0.04% | 10,050 | -1,290 | -11.4% | -$3.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $30.22万 | 0.04% | 2,274 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.74万 | 0.04% | 492 | -453 | -47.9% | -$27.38万 | 减仓 |
| SO | SOUTHERN CO | $29.43万 | 0.04% | 3,049 | -1,034 | -25.3% | -$9.98万 | 减仓 |
| GEV | GE VERNOVA INC | $29.42万 | 0.04% | 337 | 337 | — | $29.42万 | 新建仓 |
| DIS | DISNEY WALT CO | $28.93万 | 0.04% | 3,002 | -26 | -0.9% | -$2,506 | 减仓 |
| GE | GE AEROSPACE | $28.77万 | 0.04% | 1,014 | -6 | -0.6% | -$1,703 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.71万 | 0.04% | 5,171 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $28.54万 | 0.04% | 1,787 | 186 | 11.6% | $2.97万 | 加仓 |
| RING | ISHARES INC | $28.44万 | 0.04% | 3,610 | -35 | -1.0% | -$2,758 | 减仓 |
| TM | TOYOTA MOTOR CORP | $28.38万 | 0.04% | 1,377 | 1,377 | — | $28.38万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $28.21万 | 0.04% | 14,282 | 2,605 | 22.3% | $5.14万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $28.14万 | 0.04% | 4,589 | 52 | 1.1% | $3,189 | 加仓 |
| VLUE | ISHARES TR | $28.07万 | 0.04% | 1,974 | -16 | -0.8% | -$2,275 | 减仓 |
| ORCL | ORACLE CORP | $27.82万 | 0.04% | 1,891 | 316 | 20.1% | $4.65万 | 加仓 |
| IWMI | NEOS ETF TRUST | $27.71万 | 0.04% | 5,845 | 5,845 | — | $27.71万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $27.59万 | 0.04% | 7,494 | -3,095 | -29.2% | -$11.39万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $27.52万 | 0.04% | 5,861 | -974 | -14.3% | -$4.57万 | 减仓 |
| PFE | PFIZER INC | $27.36万 | 0.04% | 9,744 | 259 | 2.7% | $7,273 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $27.33万 | 0.04% | 5,427 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.18万 | 0.04% | 1,224 | 1,224 | — | $27.18万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.16万 | 0.04% | 9,324 | 219 | 2.4% | $6,380 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.65万 | 0.04% | 578 | -188 | -24.5% | -$8.67万 | 减仓 |
| NGG | NATIONAL GRID PLC | $26.55万 | 0.03% | 3,138 | 3,138 | — | $26.55万 | 新建仓 |
| AGG | ISHARES TR | $26.16万 | 0.03% | 2,635 | -1,617 | -38.0% | -$16.05万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.00万 | 0.03% | 5,643 | 391 | 7.4% | $1.80万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $25.96万 | 0.03% | 290 | 45 | 18.4% | $4.03万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $25.81万 | 0.03% | 578 | 578 | — | $25.81万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $25.81万 | 0.03% | 1,415 | 17 | 1.2% | $3,101 | 加仓 |
| RAVI | FLEXSHARES TR | $25.75万 | 0.03% | 3,415 | 3,415 | — | $25.75万 | 新建仓 |
| EFG | ISHARES TR | $25.66万 | 0.03% | 2,304 | -91 | -3.8% | -$1.01万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $25.56万 | 0.03% | 6,970 | 1,015 | 17.0% | $3.72万 | 加仓 |
| LIN | LINDE PLC | $25.28万 | 0.03% | 510 | 31 | 6.5% | $1.54万 | 重新持有 |
| BLK | BLACKROCK INC | $25.20万 | 0.03% | 262 | -56 | -17.6% | -$5.39万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $24.89万 | 0.03% | 17,613 | 1,400 | 8.6% | $1.98万 | 加仓 |
| SDY | SPDR SERIES TRUST | $24.50万 | 0.03% | 1,679 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $24.14万 | 0.03% | 3,545 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $24.14万 | 0.03% | 675 | 118 | 21.2% | $4.22万 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $24.10万 | 0.03% | 16,042 | -1,490 | -8.5% | -$2.24万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.00万 | 0.03% | 1,181 | -23 | -1.9% | -$4,675 | 减仓 |
| — | USCF ETF TR | $24.00万 | 0.03% | 7,095 | -80 | -1.1% | -$2,706 | 减仓 |
| CERY | SPDR SERIES TRUST | $23.96万 | 0.03% | 6,800 | -185 | -2.6% | -$6,519 | 重新持有 |
| REMX | VANECK ETF TRUST | $23.68万 | 0.03% | 2,691 | -185 | -6.4% | -$1.63万 | 减仓 |
| USFR | WISDOMTREE TR | $23.33万 | 0.03% | 4,634 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $23.22万 | 0.03% | 2,961 | 4 | 0.1% | $314 | 加仓 |
| DFJ | WISDOMTREE TR | $23.14万 | 0.03% | 2,267 | -190 | -7.7% | -$1.94万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $22.87万 | 0.03% | 2,462 | -649 | -20.9% | -$6.03万 | 减仓 |
| APH | AMPHENOL CORP | $22.71万 | 0.03% | 1,797 | 125 | 7.5% | $1.58万 | 加仓 |
| ADI | ANALOG DEVICES INC | $22.52万 | 0.03% | 708 | 708 | — | $22.52万 | 新建仓 |
| INTC | INTEL CORP | $22.37万 | 0.03% | 5,068 | 5,068 | — | $22.37万 | 新建仓 |
| TLT | ISHARES TR | $22.31万 | 0.03% | 2,573 | -4 | -0.2% | -$347 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $22.00万 | 0.03% | 1,843 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $21.97万 | 0.03% | 1,057 | 1,057 | — | $21.97万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.89万 | 0.03% | 1,700 | -135 | -7.4% | -$1.74万 | 减仓 |
| QQQI | NEOS ETF TRUST | $21.73万 | 0.03% | 4,373 | 500 | 12.9% | $2.48万 | 加仓 |
| NUEM | NUSHARES ETF TR | $21.53万 | 0.03% | 5,860 | -35 | -0.6% | -$1,286 | 减仓 |
| D | DOMINION ENERGY INC | $21.51万 | 0.03% | 3,480 | 3 | 0.1% | $185 | 加仓 |
| CBRE | CBRE GROUP INC | $21.47万 | 0.03% | 1,585 | -712 | -31.0% | -$9.64万 | 减仓 |