Walker Financial Services, Inc.
BOWLING GREEN KY · SEC CIK 0001965479
$3.23亿2026Q2 申报市值
45持仓数
80.6%前十大占比 · 第一大 13.3%
5 / 3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
FLOT 加仓+$419.88万
SCHB 加仓+$417.88万
TFLO 加仓+$381.07万
RSP 加仓+$318.35万
QQQM 加仓+$281.07万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$164.23万
SCHD 减仓-$151.68万
FBND 减仓-$108.73万
VXUS 减仓-$100.65万
VGIT 减仓-$48.11万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -2,031 | -100.0% | -$38.54万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,138 | -100.0% | -$22.71万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -1,257 | -100.0% | -$21.93万 | 清仓 |
| HD | HOME DEPOT INC | $20.70万 | 0.06% | 586 | -75 | -11.3% | -$2.65万 | 减仓 |
| IVV | ISHARES TR | $21.12万 | 0.07% | 282 | -209 | -42.6% | -$15.65万 | 减仓 |
| GOOG | ALPHABET INC | $21.54万 | 0.07% | 609 | 609 | — | $21.54万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $23.80万 | 0.07% | 1,436 | -69 | -4.6% | -$1.14万 | 减仓 |
| — | EXXON MOBIL CORP | $25.24万 | 0.08% | 1,845 | -108 | -5.5% | -$1.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.28万 | 0.08% | 2,076 | 2,076 | — | $26.28万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.89万 | 0.08% | 1,650 | 1,650 | — | $26.89万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $29.54万 | 0.09% | 12,773 | -509 | -3.8% | -$1.18万 | 减仓 |
| VB | VANGUARD INDEX FDS | $29.98万 | 0.09% | 989 | 3 | 0.3% | $910 | 加仓 |
| TSLA | TESLA INC | $31.76万 | 0.10% | 755 | 755 | — | $31.76万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.28万 | 0.12% | 1,575 | 1,575 | — | $37.28万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $38.91万 | 0.12% | 1,051 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $39.95万 | 0.12% | 581 | 1 | 0.2% | $688 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $41.94万 | 0.13% | 561 | -14 | -2.4% | -$1.05万 | 减仓 |
| SYY | SYSCO CORP | $46.94万 | 0.15% | 5,616 | 12 | 0.2% | $1,003 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $50.37万 | 0.16% | 1,302 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $54.36万 | 0.17% | 1,660 | -67 | -3.9% | -$2.19万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $70.10万 | 0.22% | 13,343 | -4,607 | -25.7% | -$24.21万 | 减仓 |
| KO | COCA COLA CO | $92.62万 | 0.29% | 11,396 | -3,712 | -24.6% | -$30.17万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $100.30万 | 0.31% | 34,082 | -1,495 | -4.2% | -$4.40万 | 减仓 |
| QQQ | INVESCO QQQ TR | $110.23万 | 0.34% | 1,496 | -535 | -26.3% | -$39.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $116.04万 | 0.36% | 2,319 | -814 | -26.0% | -$40.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $145.21万 | 0.45% | 3,892 | -643 | -14.2% | -$23.99万 | 减仓 |
| AAPL | APPLE INC | $150.08万 | 0.46% | 5,186 | -1,006 | -16.2% | -$29.11万 | 减仓 |
| WMT | WALMART INC | $165.46万 | 0.51% | 14,609 | 6,778 | 86.6% | $76.77万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $237.31万 | 0.73% | 40,236 | -8,157 | -16.9% | -$48.11万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $312.59万 | 0.97% | 107,751 | -6,690 | -5.8% | -$19.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $319.27万 | 0.99% | 37,346 | -11,773 | -24.0% | -$100.65万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $387.06万 | 1.20% | 77,753 | -4,397 | -5.4% | -$21.89万 | 减仓 |
| SHV | ISHARES TR | $392.20万 | 1.21% | 35,541 | -2,125 | -5.6% | -$23.45万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $418.73万 | 1.30% | 92,048 | -23,901 | -20.6% | -$108.73万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $580.51万 | 1.80% | 116,637 | -7,931 | -6.4% | -$39.47万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $662.68万 | 2.05% | 93,008 | 13,769 | 17.4% | $98.10万 | 加仓 |
| IEMG | ISHARES INC | $687.35万 | 2.13% | 82,973 | 11,531 | 16.1% | $95.52万 | 加仓 |
| AGG | ISHARES TR | $746.75万 | 2.31% | 75,444 | -16,592 | -18.0% | -$164.23万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,473.33万 | 4.56% | 597,458 | 69,102 | 13.1% | $170.41万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,673.36万 | 5.18% | 500,108 | 32,966 | 7.1% | $110.30万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,990.75万 | 6.16% | 93,563 | 14,962 | 19.0% | $318.35万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,117.24万 | 6.55% | 69,882 | 9,277 | 15.3% | $281.07万 | 加仓 |
| STIP | ISHARES TR | $2,471.42万 | 7.64% | 241,916 | 26,868 | 12.5% | $274.48万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,672.54万 | 8.27% | 842,806 | -47,834 | -5.4% | -$151.68万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,690.29万 | 8.32% | 928,968 | 144,295 | 18.4% | $417.88万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,928.13万 | 9.06% | 975,719 | 26,540 | 2.8% | $79.65万 | 加仓 |
| FLOT | ISHARES TR | $3,739.56万 | 11.57% | 732,529 | 82,249 | 12.6% | $419.88万 | 加仓 |
| TFLO | ISHARES TR | $4,313.52万 | 13.34% | 851,969 | 75,265 | 9.7% | $381.07万 | 加仓 |