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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $5,771.36万 | 7.61% | 1,264,278 | 140,395 | 12.5% | $640.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $4,119.47万 | 5.43% | 538,211 | 32,428 | 6.4% | $248.20万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,765.49万 | 3.65% | 587,402 | 64,498 | 12.3% | $303.66万 | 加仓 |
| IVV | ISHARES TR | $2,242.42万 | 2.96% | 34,329 | -224 | -0.6% | -$14.63万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,165.83万 | 2.85% | 434,819 | 13,892 | 3.3% | $69.20万 | 加仓 |
| IJH | ISHARES TR | $2,104.90万 | 2.77% | 311,729 | 24,511 | 8.5% | $165.51万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,833.05万 | 2.42% | 740,026 | 71,685 | 10.7% | $177.56万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,828.81万 | 2.41% | 226,956 | 28,224 | 14.2% | $227.43万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $1,813.51万 | 2.39% | 840,755 | -1,557 | -0.2% | -$3.36万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,634.17万 | 2.15% | 176,171 | 252 | 0.1% | $2.34万 | 加仓 |
| AAPL | APPLE INC | $1,611.10万 | 2.12% | 63,482 | 3,305 | 5.5% | $83.88万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1,562.11万 | 2.06% | 189,517 | 6,055 | 3.3% | $49.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,536.57万 | 2.03% | 25,716 | 132 | 0.5% | $7.89万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,427.58万 | 1.88% | 209,077 | 4,210 | 2.1% | $28.75万 | 加仓 |
| IJR | ISHARES TR | $1,129.26万 | 1.49% | 90,858 | 35,539 | 64.2% | $441.71万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,126.69万 | 1.49% | 452,423 | 19,192 | 4.4% | $47.79万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,123.86万 | 1.48% | 121,250 | -4,059 | -3.2% | -$37.62万 | 减仓 |
| BWX | SPDR SERIES TRUST | $1,066.38万 | 1.41% | 485,825 | 25,557 | 5.6% | $56.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $935.28万 | 1.23% | 146,146 | 8,329 | 6.0% | $53.30万 | 加仓 |
| EWJ | ISHARES INC | $920.04万 | 1.21% | 108,957 | 11,476 | 11.8% | $96.90万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $876.77万 | 1.16% | 89,721 | -2,345 | -2.5% | -$22.92万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $860.46万 | 1.13% | 336,094 | 13,598 | 4.2% | $34.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $745.33万 | 0.98% | 20,135 | -364 | -1.8% | -$13.47万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $735.84万 | 0.97% | 78,081 | 46 | 0.1% | $4,335 | 加仓 |
| VO | VANGUARD INDEX FDS | $686.49万 | 0.90% | 23,905 | -306 | -1.3% | -$8.79万 | 减仓 |
| BWZ | SPDR SERIES TRUST | $679.67万 | 0.90% | 252,567 | 19,354 | 8.3% | $52.08万 | 加仓 |
| GOOGL | ALPHABET INC | $670.82万 | 0.88% | 23,328 | 1,050 | 4.7% | $30.19万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $648.26万 | 0.85% | 119,967 | 2,917 | 2.5% | $15.76万 | 加仓 |
| VB | VANGUARD INDEX FDS | $615.90万 | 0.81% | 23,515 | 720 | 3.2% | $18.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $591.88万 | 0.78% | 9,101 | -9 | -0.1% | -$5,853 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $551.82万 | 0.73% | 238,901 | 187,010 | 360.4% | $431.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $545.26万 | 0.72% | 208,113 | 22,091 | 11.9% | $57.88万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $544.02万 | 0.72% | 63,524 | 17,429 | 37.8% | $149.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $520.09万 | 0.69% | 29,822 | 4,339 | 17.0% | $75.67万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $508.61万 | 0.67% | 139,004 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $484.81万 | 0.64% | 95,814 | 13,050 | 15.8% | $66.03万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $481.69万 | 0.63% | 167,778 | 25,461 | 17.9% | $73.10万 | 加仓 |
| USB | US BANCORP | $454.35万 | 0.60% | 87,359 | 89 | 0.1% | $4,629 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $407.40万 | 0.54% | 73,598 | 3,151 | 4.5% | $17.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $406.03万 | 0.54% | 4,075 | 42 | 1.0% | $4.18万 | 加仓 |
| USRT | ISHARES TR | $397.12万 | 0.52% | 67,092 | 7,620 | 12.8% | $45.10万 | 加仓 |
| GUNR | FLEXSHARES TR | $387.90万 | 0.51% | 70,364 | 1,716 | 2.5% | $9.46万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $385.54万 | 0.51% | 26,457 | 760 | 3.0% | $11.08万 | 加仓 |
| USXF | ISHARES TR | $383.20万 | 0.51% | 69,421 | 897 | 1.3% | $4.95万 | 加仓 |
| IWM | ISHARES TR | $381.13万 | 0.50% | 15,368 | -47 | -0.3% | -$1.17万 | 减仓 |
| BIL | SPDR SERIES TRUST | $380.49万 | 0.50% | 41,520 | -2,600 | -5.9% | -$23.83万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $376.50万 | 0.50% | 17,221 | -1,290 | -7.0% | -$28.20万 | 减仓 |
| DMXF | ISHARES TR | $370.00万 | 0.49% | 49,039 | 1,237 | 2.6% | $9.33万 | 加仓 |
| LEMB | ISHARES INC | $352.78万 | 0.47% | 86,487 | 67,137 | 347.0% | $273.85万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $352.74万 | 0.46% | 44,528 | 8,239 | 22.7% | $65.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $346.02万 | 0.46% | 10,786 | 98 | 0.9% | $3.14万 | 加仓 |
| GLD | SPDR GOLD TR | $343.11万 | 0.45% | 7,974 | -882 | -10.0% | -$37.95万 | 减仓 |
| IAU | ISHARES GOLD TR | $327.55万 | 0.43% | 37,154 | -1,059 | -2.8% | -$9.34万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $316.16万 | 0.42% | 55,779 | -6,576 | -10.5% | -$37.27万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $311.74万 | 0.41% | 52,641 | 2,346 | 4.7% | $13.89万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $295.31万 | 0.39% | 69,419 | 22,380 | 47.6% | $95.20万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $293.74万 | 0.39% | 58,759 | 27,000 | 85.0% | $134.97万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $283.12万 | 0.37% | 32,005 | -3,672 | -10.3% | -$32.48万 | 减仓 |
| — | EXXON MOBIL CORP | $278.19万 | 0.37% | 16,397 | -960 | -5.5% | -$16.29万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $275.42万 | 0.36% | 58,713 | -2,823 | -4.6% | -$13.24万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $275.23万 | 0.36% | 12,798 | -344 | -2.6% | -$7.40万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $272.18万 | 0.36% | 36,961 | 1,012 | 2.8% | $7.45万 | 加仓 |
| AMZN | AMAZON COM INC | $269.72万 | 0.36% | 12,951 | 574 | 4.6% | $11.95万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $265.69万 | 0.35% | 54,986 | 1,911 | 3.6% | $9.23万 | 加仓 |
| ITOT | ISHARES TR | $257.56万 | 0.34% | 18,083 | -2,900 | -13.8% | -$41.30万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $257.03万 | 0.34% | 41,403 | -641 | -1.5% | -$3.98万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $249.43万 | 0.33% | 48,927 | -25,905 | -34.6% | -$132.06万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $249.28万 | 0.33% | 75,699 | 4,264 | 6.0% | $14.04万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $247.13万 | 0.33% | 15,936 | -1,525 | -8.7% | -$23.65万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $239.04万 | 0.32% | 53,793 | 392 | 0.7% | $1.74万 | 加仓 |
| SUB | ISHARES TR | $229.70万 | 0.30% | 21,568 | 162 | 0.8% | $1.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $225.62万 | 0.30% | 18,376 | -217 | -1.2% | -$2.66万 | 减仓 |
| USEW | EA SERIES TRUST | $219.98万 | 0.29% | 45,004 | -22,211 | -33.0% | -$108.57万 | 减仓 |
| SLVP | ISHARES INC | $213.84万 | 0.28% | 60,368 | -433 | -0.7% | -$1.53万 | 减仓 |
| MFEM | PIMCO EQUITY SER | $196.52万 | 0.26% | 78,547 | 20,857 | 36.2% | $52.18万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $195.82万 | 0.26% | 13,222 | -197 | -1.5% | -$2.92万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $195.11万 | 0.26% | 43,352 | 229 | 0.5% | $1.03万 | 加仓 |
| SUSL | ISHARES TR | $193.39万 | 0.25% | 17,023 | 122 | 0.7% | $1.39万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $189.66万 | 0.25% | 8,730 | -442 | -4.8% | -$9.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $188.00万 | 0.25% | 4,304 | -68 | -1.6% | -$2.97万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $186.62万 | 0.25% | 76,892 | 1,775 | 2.4% | $4.31万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $180.37万 | 0.24% | 30,289 | -8,009 | -20.9% | -$47.69万 | 减仓 |
| IEUR | ISHARES TR | $176.48万 | 0.23% | 25,135 | -1,925 | -7.1% | -$13.52万 | 减仓 |
| AVGO | BROADCOM INC | $172.52万 | 0.23% | 5,574 | 122 | 2.2% | $3.78万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $171.86万 | 0.23% | 43,585 | 8,260 | 23.4% | $32.57万 | 加仓 |
| EMNT | PIMCO ETF TR | $165.25万 | 0.22% | 16,705 | 929 | 5.9% | $9.19万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $164.82万 | 0.22% | 10,076 | 3,034 | 43.1% | $49.63万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $160.86万 | 0.21% | 34,462 | -545 | -1.6% | -$2.54万 | 减仓 |
| GOOG | ALPHABET INC | $160.48万 | 0.21% | 5,602 | 103 | 1.9% | $2.95万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $155.41万 | 0.20% | 55,502 | -3,750 | -6.3% | -$10.50万 | 减仓 |
| TSLA | TESLA INC | $153.90万 | 0.20% | 4,140 | 392 | 10.5% | $14.57万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $152.27万 | 0.20% | 7,761 | 651 | 9.2% | $12.77万 | 加仓 |
| META | META PLATFORMS INC | $150.76万 | 0.20% | 2,635 | 80 | 3.1% | $4.58万 | 加仓 |
| IWF | ISHARES TR | $148.98万 | 0.20% | 3,494 | 29 | 0.8% | $1.24万 | 加仓 |
| MFDX | PIMCO EQUITY SER | $145.10万 | 0.19% | 36,440 | 1,475 | 4.2% | $5.87万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $142.83万 | 0.19% | 27,505 | 2,040 | 8.0% | $10.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.22万 | 0.19% | 2,947 | 23 | 0.8% | $1.10万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $136.37万 | 0.18% | 47,453 | 1,266 | 2.7% | $3.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $135.82万 | 0.18% | 2,353 | 30 | 1.3% | $1.73万 | 加仓 |
| SCZ | ISHARES TR | $135.11万 | 0.18% | 17,231 | 1,445 | 9.2% | $11.33万 | 加仓 |