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 |
|---|---|---|---|---|---|---|---|---|
| QEFA | SPDR INDEX SHS FDS | $45.75万 | 0.05% | 4,765 | -200 | -4.0% | -$1.92万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $45.33万 | 0.05% | 5,495 | 100 | 1.9% | $8,249 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $45.15万 | 0.05% | 3,182 | -1,253 | -28.3% | -$17.78万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $45.09万 | 0.05% | 17,015 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $44.85万 | 0.05% | 2,354 | 80 | 3.5% | $1.52万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $44.15万 | 0.05% | 5,756 | 166 | 3.0% | $1.27万 | 加仓 |
| MCK | MCKESSON CORP | $44.05万 | 0.05% | 583 | -27 | -4.4% | -$2.04万 | 减仓 |
| EEM | ISHARES TR | $43.86万 | 0.05% | 6,411 | 721 | 12.7% | $4.93万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $43.51万 | 0.05% | 1,767 | 20 | 1.1% | $4,924 | 加仓 |
| EUSB | ISHARES TR | $43.11万 | 0.05% | 9,922 | 53 | 0.5% | $2,303 | 加仓 |
| XME | SPDR SERIES TRUST | $42.33万 | 0.05% | 3,959 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $42.33万 | 0.05% | 2,701 | 173 | 6.8% | $2.71万 | 加仓 |
| PMBS | PIMCO ETF TR | $42.07万 | 0.05% | 8,520 | 8,520 | — | $42.07万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.91万 | 0.05% | 15,131 | 94 | 0.6% | $2,604 | 加仓 |
| GE | GE AEROSPACE | $41.63万 | 0.05% | 1,114 | 100 | 9.9% | $3.74万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $41.56万 | 0.05% | 22,885 | 1,600 | 7.5% | $2.91万 | 加仓 |
| GEV | GE VERNOVA INC | $41.00万 | 0.05% | 349 | 12 | 3.6% | $1.41万 | 加仓 |
| QUAL | ISHARES TR | $40.66万 | 0.05% | 1,853 | 661 | 55.5% | $14.50万 | 重新持有 |
| MS | MORGAN STANLEY | $40.60万 | 0.05% | 1,942 | 92 | 5.0% | $1.92万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $40.33万 | 0.05% | 11,650 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $40.27万 | 0.05% | 2,365 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $40.05万 | 0.05% | 5,150 | 643 | 14.3% | $5.00万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $39.76万 | 0.05% | 1,166 | 1,166 | — | $39.76万 | 新建仓 |
| IXC | ISHARES TR | $39.55万 | 0.05% | 8,050 | -4,030 | -33.4% | -$19.80万 | 减仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $39.54万 | 0.05% | 8,285 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $39.13万 | 0.04% | 3,576 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $38.32万 | 0.04% | 1,918 | -56 | -2.8% | -$1.12万 | 减仓 |
| MCD | MCDONALDS CORP | $38.10万 | 0.04% | 1,410 | -488 | -25.7% | -$13.19万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.54万 | 0.04% | 8,867 | -1,107 | -11.1% | -$4.69万 | 减仓 |
| EFG | ISHARES TR | $37.51万 | 0.04% | 3,014 | 710 | 30.8% | $8.84万 | 加仓 |
| AMGN | AMGEN INC | $37.48万 | 0.04% | 1,035 | -4 | -0.4% | -$1,448 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $37.19万 | 0.04% | 3,185 | 129 | 4.2% | $1.51万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $36.89万 | 0.04% | 5,341 | 696 | 15.0% | $4.81万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.54万 | 0.04% | 11,429 | -1,527 | -11.8% | -$4.75万 | 减仓 |
| IPAC | ISHARES TR | $35.13万 | 0.04% | 4,288 | -559 | -11.5% | -$4.58万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $35.13万 | 0.04% | 550 | 550 | — | $35.13万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.80万 | 0.04% | 21,931 | 1,800 | 8.9% | $2.86万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.45万 | 0.04% | 1,538 | 357 | 30.2% | $8.00万 | 加仓 |
| — | ETF SER SOLUTIONS | $34.43万 | 0.04% | 10,050 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $34.38万 | 0.04% | 2,074 | -108 | -4.9% | -$1.79万 | 减仓 |
| — | ISHARES TR | $34.36万 | 0.04% | 7,356 | -105 | -1.4% | -$4,905 | 减仓 |
| IEI | ISHARES TR | $33.95万 | 0.04% | 2,889 | 130 | 4.7% | $1.53万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $33.62万 | 0.04% | 14,257 | -25 | -0.2% | -$589 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $33.17万 | 0.04% | 4,589 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.15万 | 0.04% | 1,112 | 63 | 6.0% | $1.88万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.91万 | 0.04% | 341 | 341 | — | $32.91万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.60万 | 0.04% | 3,655 | 3,655 | — | $32.60万 | 新建仓 |
| APH | AMPHENOL CORP | $32.51万 | 0.04% | 1,844 | 47 | 2.6% | $8,287 | 加仓 |
| WFC | WELLS FARGO & CO | $32.40万 | 0.04% | 3,921 | -15 | -0.4% | -$1,240 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $32.32万 | 0.04% | 3,637 | -6,778 | -65.1% | -$60.23万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.17万 | 0.04% | 5,972 | 176 | 3.0% | $9,481 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $31.92万 | 0.04% | 7,280 | 310 | 4.4% | $1.36万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.78万 | 0.04% | 5,171 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $31.67万 | 0.04% | 762 | -273 | -26.4% | -$11.35万 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $31.66万 | 0.04% | 9,356 | 32 | 0.3% | $1,083 | 加仓 |
| QCOM | QUALCOMM INC | $31.61万 | 0.04% | 1,711 | 11 | 0.6% | $2,032 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $31.21万 | 0.04% | 1,556 | 141 | 10.0% | $2.83万 | 加仓 |
| MO | ALTRIA GROUP INC | $31.15万 | 0.04% | 4,329 | -1,710 | -28.3% | -$12.30万 | 减仓 |
| SO | SOUTHERN CO | $30.71万 | 0.04% | 3,208 | 159 | 5.2% | $1.52万 | 加仓 |
| RTX | RTX CORPORATION | $30.62万 | 0.04% | 1,614 | 3 | 0.2% | $569 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $30.47万 | 0.03% | 5,738 | 50 | 0.9% | $2,655 | 加仓 |
| XOP | SPDR SERIES TRUST | $30.23万 | 0.03% | 1,960 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $30.13万 | 0.03% | 707 | 32 | 4.7% | $1.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.45万 | 0.03% | 578 | 86 | 17.5% | $4.38万 | 加仓 |
| RAVI | FLEXSHARES TR | $29.41万 | 0.03% | 3,900 | 485 | 14.2% | $3.66万 | 加仓 |
| VDE | VANGUARD WORLD FD | $29.38万 | 0.03% | 1,957 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.31万 | 0.03% | 2,000 | 109 | 5.8% | $1.60万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $29.27万 | 0.03% | 6,053 | -6,695 | -52.5% | -$32.37万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $29.16万 | 0.03% | 7,288 | 257 | 3.7% | $1.03万 | 加仓 |
| ADI | ANALOG DEVICES INC | $28.76万 | 0.03% | 724 | 16 | 2.3% | $6,355 | 加仓 |
| NOK | NOKIA CORP | $28.51万 | 0.03% | 21,467 | 21,467 | — | $28.51万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.47万 | 0.03% | 373 | 373 | — | $28.47万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.46万 | 0.03% | 573 | -5 | -0.9% | -$2,484 | 减仓 |
| LIN | LINDE PLC | $28.39万 | 0.03% | 547 | 37 | 7.3% | $1.92万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $28.28万 | 0.03% | 3,060 | 3,060 | — | $28.28万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $28.00万 | 0.03% | 2,792 | -1,828 | -39.6% | -$18.33万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $27.65万 | 0.03% | 5,907 | 46 | 0.8% | $2,153 | 加仓 |
| EPS | WISDOMTREE TR | $27.58万 | 0.03% | 3,545 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $27.45万 | 0.03% | 2,887 | 301 | 11.6% | $2.86万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $27.39万 | 0.03% | 720 | -504 | -41.2% | -$19.17万 | 减仓 |
| C | CITIGROUP INC | $27.26万 | 0.03% | 1,948 | 90 | 4.8% | $1.26万 | 加仓 |
| TJX | TJX COS INC NEW | $27.13万 | 0.03% | 1,791 | 4 | 0.2% | $606 | 加仓 |
| IVE | ISHARES TR | $27.11万 | 0.03% | 1,194 | 1,194 | — | $27.11万 | 新建仓 |
| CRM | SALESFORCE INC | $26.90万 | 0.03% | 1,717 | -243 | -12.4% | -$3.81万 | 减仓 |
| SNDK | SANDISK CORP | $26.83万 | 0.03% | 118 | 118 | — | $26.83万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $26.73万 | 0.03% | 3,930 | 3,930 | — | $26.73万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $26.59万 | 0.03% | 1,843 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $26.35万 | 0.03% | 1,946 | -205 | -9.5% | -$2.78万 | 减仓 |
| IVW | ISHARES TR | $26.26万 | 0.03% | 1,909 | 1,909 | — | $26.26万 | 新建仓 |
| FTNT | FORTINET INC | $25.95万 | 0.03% | 1,689 | 1,689 | — | $25.95万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $25.55万 | 0.03% | 1,679 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $25.46万 | 0.03% | 357 | -122 | -25.5% | -$8.70万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $25.33万 | 0.03% | 259 | -31 | -10.7% | -$3.03万 | 减仓 |
| WF | WOORI FINL GROUP INC | $25.26万 | 0.03% | 4,401 | 4,401 | — | $25.26万 | 新建仓 |
| BLK | BLACKROCK INC | $25.10万 | 0.03% | 261 | -1 | -0.4% | -$962 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $24.88万 | 0.03% | 8,462 | 362 | 4.5% | $1.06万 | 重新持有 |
| QQQI | NEOS ETF TRUST | $24.83万 | 0.03% | 4,373 | 0 | 0.0% | — | 不变 |
| DFJ | WISDOMTREE TR | $24.33万 | 0.03% | 2,310 | 43 | 1.9% | $4,528 | 加仓 |
| TLT | ISHARES TR | $24.19万 | 0.03% | 2,799 | 226 | 8.8% | $1.95万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $24.12万 | 0.03% | 15,044 | 5,023 | 50.1% | $8.05万 | 加仓 |