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 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $21.43万 | 0.03% | 5,065 | 5,065 | — | $21.43万 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $21.33万 | 0.03% | 2,586 | 2,586 | — | $21.33万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $21.20万 | 0.03% | 3,413 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $21.07万 | 0.03% | 1,858 | 1,858 | — | $21.07万 | 新建仓 |
| SGOL | ETFS GOLD TR | $20.96万 | 0.03% | 4,697 | 4,697 | — | $20.96万 | 新建仓 |
| SHV | ISHARES TR | $20.57万 | 0.03% | 1,863 | 1,863 | — | $20.57万 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $20.44万 | 0.03% | 4,466 | -267 | -5.6% | -$1.22万 | 减仓 |
| EAGG | ISHARES TR | $20.42万 | 0.03% | 4,294 | 83 | 2.0% | $3,946 | 加仓 |
| NEM | NEWMONT CORP | $20.37万 | 0.03% | 1,882 | 1,882 | — | $20.37万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.37万 | 0.03% | 1,049 | -304 | -22.5% | -$5.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $20.34万 | 0.03% | 8,600 | -200 | -2.3% | -$4,730 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.29万 | 0.03% | 6,554 | -268 | -3.9% | -$8,297 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $20.25万 | 0.03% | 3,445 | -2,152 | -38.4% | -$12.65万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $20.21万 | 0.03% | 2,040 | 2,040 | — | $20.21万 | 新建仓 |
| SKM | SK TELECOM CO LTD | $20.19万 | 0.03% | 6,894 | 6,894 | — | $20.19万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $20.16万 | 0.03% | 969 | 47 | 5.1% | $9,778 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $18.62万 | 0.02% | 23,446 | -51 | -0.2% | -$405 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $18.56万 | 0.02% | 10,021 | 10,021 | — | $18.56万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $17.83万 | 0.02% | 14,243 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $14.49万 | 0.02% | 10,669 | 10,669 | — | $14.49万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $11.36万 | 0.01% | 10,067 | 10,067 | — | $11.36万 | 新建仓 |
| WIT | WIPRO LTD | $2.32万 | 0.00% | 10,948 | -2,310 | -17.4% | -$4,897 | 减仓 |
| — | 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 |