Walker Financial Services, Inc.
BOWLING GREEN KY · SEC CIK 0001965479
$2.92亿2026Q1 申报市值
43持仓数
78.2%前十大占比 · 第一大 13.5%
1 / 1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
TFLO 加仓+$533.59万
FLOT 加仓+$522.00万
SCHB 加仓+$410.36万
QQQM 加仓+$312.95万
RSP 加仓+$311.54万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$450.80万
AGG 减仓-$321.85万
FBND 减仓-$184.47万
VXUS 减仓-$155.81万
VGIT 减仓-$100.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | $3,932.45万 | 13.45% | 776,704 | 105,390 | 15.7% | $533.59万 | 加仓 |
| FLOT | ISHARES TR | $3,313.18万 | 11.33% | 650,280 | 102,454 | 18.7% | $522.00万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,854.18万 | 9.76% | 949,179 | -1,288 | -0.1% | -$3.87万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,732.48万 | 9.35% | 890,640 | -146,937 | -14.2% | -$450.80万 | 减仓 |
| STIP | ISHARES TR | $2,224.24万 | 7.61% | 215,048 | 27,116 | 14.4% | $280.46万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,969.53万 | 6.74% | 784,673 | 163,491 | 26.3% | $410.36万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,566.80万 | 5.36% | 467,142 | 32,789 | 7.5% | $109.97万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,508.51万 | 5.16% | 78,601 | 16,233 | 26.0% | $311.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,440.11万 | 4.93% | 60,605 | 13,170 | 27.8% | $312.95万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,316.13万 | 4.50% | 528,356 | 85,306 | 19.3% | $212.50万 | 加仓 |
| AGG | ISHARES TR | $913.64万 | 3.13% | 92,036 | -32,422 | -26.1% | -$321.85万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $619.73万 | 2.12% | 124,568 | 2,160 | 1.8% | $10.75万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $528.96万 | 1.81% | 115,949 | -40,436 | -25.9% | -$184.47万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $507.76万 | 1.74% | 79,239 | 15,582 | 24.5% | $99.85万 | 加仓 |
| IEMG | ISHARES INC | $498.31万 | 1.70% | 71,442 | 13,486 | 23.3% | $94.06万 | 加仓 |
| SHV | ISHARES TR | $415.80万 | 1.42% | 37,666 | 576 | 1.6% | $6.36万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $408.98万 | 1.40% | 82,150 | 1,028 | 1.3% | $5.12万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $378.75万 | 1.30% | 49,119 | -20,207 | -29.1% | -$155.81万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $333.94万 | 1.14% | 114,441 | 2,089 | 1.9% | $6.10万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $288.18万 | 0.99% | 48,393 | -16,868 | -25.8% | -$100.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $167.86万 | 0.57% | 4,535 | -1,099 | -19.5% | -$40.68万 | 减仓 |
| AAPL | APPLE INC | $157.15万 | 0.54% | 6,192 | -514 | -7.7% | -$13.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.13万 | 0.51% | 3,133 | -1,351 | -30.1% | -$64.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $117.22万 | 0.40% | 2,031 | -698 | -25.6% | -$40.28万 | 减仓 |
| KO | COCA COLA CO | $114.90万 | 0.39% | 15,108 | -5,971 | -28.3% | -$45.41万 | 减仓 |
| WMT | WALMART INC | $97.32万 | 0.33% | 7,831 | 16 | 0.2% | $1,989 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $93.93万 | 0.32% | 17,950 | -7,563 | -29.6% | -$39.58万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $91.22万 | 0.31% | 35,577 | -15 | -0.0% | -$385 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $50.79万 | 0.17% | 1,727 | 48 | 2.9% | $1.41万 | 加仓 |
| SYY | SYSCO CORP | $39.97万 | 0.14% | 5,604 | -671 | -10.7% | -$4.79万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $38.54万 | 0.13% | 2,031 | 6 | 0.3% | $1,139 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $38.12万 | 0.13% | 1,302 | 1,302 | — | $38.12万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.41万 | 0.13% | 575 | -2 | -0.3% | -$1,301 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.66万 | 0.12% | 580 | 33 | 6.0% | $1.97万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $33.72万 | 0.12% | 1,051 | 1 | 0.1% | $321 | 加仓 |
| — | EXXON MOBIL CORP | $33.13万 | 0.11% | 1,953 | 14 | 0.7% | $2,375 | 加仓 |
| IVV | ISHARES TR | $32.09万 | 0.11% | 491 | 1 | 0.2% | $654 | 加仓 |
| CVX | CHEVRON CORPORATION | $31.14万 | 0.11% | 1,505 | -1,295 | -46.2% | -$26.80万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.84万 | 0.11% | 13,282 | 89 | 0.7% | $2,067 | 加仓 |
| VB | VANGUARD INDEX FDS | $25.84万 | 0.09% | 986 | 3 | 0.3% | $786 | 加仓 |
| KR | KROGER CO | $22.71万 | 0.08% | 3,138 | 20 | 0.6% | $1,447 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $21.93万 | 0.08% | 1,257 | -110 | -8.0% | -$1.92万 | 减仓 |
| HD | HOME DEPOT INC | $21.74万 | 0.07% | 661 | 87 | 15.2% | $2.86万 | 重新持有 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -678 | -100.0% | -$23.49万 | 清仓 |