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 |
|---|---|---|---|---|---|---|---|---|
| BHP | BHP BILLITON LIMITED | $24.09万 | 0.03% | 2,892 | 2,892 | — | $24.09万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.05万 | 0.03% | 2,499 | -503 | -16.8% | -$4.84万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $23.96万 | 0.03% | 839 | -130 | -13.4% | -$3.71万 | 减仓 |
| D | DOMINION ENERGY INC | $23.88万 | 0.03% | 3,497 | 17 | 0.5% | $1,161 | 加仓 |
| NUEM | NUSHARES ETF TR | $23.70万 | 0.03% | 5,584 | -276 | -4.7% | -$1.17万 | 减仓 |
| — | USCF ETF TR | $23.66万 | 0.03% | 6,696 | -399 | -5.6% | -$1.41万 | 减仓 |
| SKM | SK TELECOM CO LTD | $23.37万 | 0.03% | 7,266 | 372 | 5.4% | $1.20万 | 加仓 |
| USFR | WISDOMTREE TR | $23.33万 | 0.03% | 4,634 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $23.27万 | 0.03% | 3,610 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $23.19万 | 0.03% | 6,096 | 6,096 | — | $23.19万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $23.16万 | 0.03% | 5,029 | -614 | -10.9% | -$2.83万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $23.06万 | 0.03% | 6,254 | -300 | -4.6% | -$1.11万 | 减仓 |
| IUSG | ISHARES TR | $22.91万 | 0.03% | 1,218 | 1,218 | — | $22.91万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $22.90万 | 0.03% | 23,899 | 453 | 1.9% | $4,340 | 加仓 |
| PFE | PFIZER INC | $22.72万 | 0.03% | 9,433 | -311 | -3.2% | -$7,489 | 减仓 |
| SAP | SAP SE | $22.64万 | 0.03% | 1,469 | 1,469 | — | $22.64万 | 新建仓 |
| REMX | VANECK ETF TRUST | $22.53万 | 0.03% | 2,546 | -145 | -5.4% | -$1.28万 | 减仓 |
| CERY | SPDR SERIES TRUST | $22.43万 | 0.03% | 6,709 | -91 | -1.3% | -$3,042 | 减仓 |
| EAGG | ISHARES TR | $22.37万 | 0.03% | 4,718 | 424 | 9.9% | $2.01万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $22.36万 | 0.03% | 4,499 | 33 | 0.7% | $1,640 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $22.31万 | 0.03% | 2,434 | 2,434 | — | $22.31万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $22.10万 | 0.03% | 3,514 | 69 | 2.0% | $4,339 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $21.95万 | 0.03% | 3,496 | 83 | 2.4% | $5,211 | 加仓 |
| VOD | VODAFONE GROUP PLC | $21.74万 | 0.02% | 16,440 | 398 | 2.5% | $5,264 | 加仓 |
| ESGV | VANGUARD WORLD FD | $21.74万 | 0.02% | 1,644 | 1,644 | — | $21.74万 | 新建仓 |
| SHYG | ISHARES TR | $21.48万 | 0.02% | 5,065 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.44万 | 0.02% | 901 | 901 | — | $21.44万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.26万 | 0.02% | 2,422 | -40 | -1.6% | -$3,511 | 减仓 |
| T | AT&T INC | $21.25万 | 0.02% | 10,268 | -910 | -8.1% | -$1.88万 | 减仓 |
| CBRE | CBRE GROUP INC | $21.07万 | 0.02% | 1,564 | -21 | -1.3% | -$2,828 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $20.71万 | 0.02% | 3,275 | 3,275 | — | $20.71万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $20.62万 | 0.02% | 779 | 0 | 0.0% | — | 重新持有 |
| XVV | ISHARES TR | $20.56万 | 0.02% | 3,621 | 3,621 | — | $20.56万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $20.36万 | 0.02% | 8,126 | 8,126 | — | $20.36万 | 新建仓 |
| GVAL | CAMBRIA ETF TR | $20.36万 | 0.02% | 5,652 | 5,652 | — | $20.36万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $20.32万 | 0.02% | 1,044 | 1,044 | — | $20.32万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $20.25万 | 0.02% | 18,545 | 18,545 | — | $20.25万 | 新建仓 |
| SHEL | SHELL PLC | $20.22万 | 0.02% | 3,021 | 3,021 | — | $20.22万 | 新建仓 |
| SHV | ISHARES TR | $20.14万 | 0.02% | 1,825 | -38 | -2.0% | -$4,193 | 减仓 |
| DGRW | WISDOMTREE TR | $20.00万 | 0.02% | 2,092 | 2,092 | — | $20.00万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $16.87万 | 0.02% | 12,224 | 2,157 | 21.4% | $2.98万 | 加仓 |
| NMR | NOMURA HLDGS INC | $10.38万 | 0.01% | 11,827 | 11,827 | — | $10.38万 | 新建仓 |
| GEVO | GEVO INC | $2.39万 | 0.00% | 15,904 | 15,904 | — | $2.39万 | 新建仓 |
| WIT | WIPRO LTD | $2.29万 | 0.00% | 10,156 | -792 | -7.2% | -$1,782 | 减仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -18,944 | -100.0% | -$95.53万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -13,208 | -100.0% | -$50.75万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -16,748 | -100.0% | -$31.65万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,377 | -100.0% | -$28.38万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -7,494 | -100.0% | -$27.59万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -578 | -100.0% | -$26.65万 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -3,138 | -100.0% | -$26.55万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,635 | -100.0% | -$26.16万 | 清仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $0 | 0.00% | 0 | -17,613 | -100.0% | -$24.89万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,961 | -100.0% | -$23.22万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,057 | -100.0% | -$21.97万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -4,697 | -100.0% | -$20.96万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,882 | -100.0% | -$20.37万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -8,600 | -100.0% | -$20.34万 | 清仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $0 | 0.00% | 0 | -14,243 | -100.0% | -$17.83万 | 清仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $0 | 0.00% | 0 | -10,669 | -100.0% | -$14.49万 | 清仓 |