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Walkner Condon Financial Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Walkner Condon Financial Advisors LLC
报告期 2026-03-31 · CIK 0001817494
持仓数
322
前50大市值合计
$545.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 92
增持 26
减持 25
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$18.0M
372,680
+7811%
建仓
SPYM
SPDR SER TR
+$16.6M
313,016
建仓
SPDW
SPDR INDEX SHS FDS
+$12.6M
367,450
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
FCTR
FIRST TR EXCHANGE-TRADED FD
+$12.3M
376,472
增持
IVV
ISHARES TR
+$11.0M
26,378
+1258%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$10.1M
477,901
建仓
SPEM
SPDR INDEX SHS FDS
+$9.2M
237,559
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$6.8M
290,413
+3332%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$6.5M
138,117
+1796%
增持
GUNR
FLEXSHARES TR
+$5.4M
144,927
+318%
增持
AAPL
APPLE INC
+$5.4M
44,645
+228%
建仓
U
UNITY SOFTWARE INC
+$5.0M
50,702
建仓
SPSM
SPDR SER TR
+$4.9M
115,532
建仓
USB
US BANCORP DEL
+$4.6M
86,037
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.5M
158,190
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$4.1M
200,440
+407%
增持
SPMD
SPDR SER TR
+$3.8M
85,928
+1468%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$3.8M
74,784
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$3.7M
84,971
+1319%
建仓
CWI
SPDR INDEX SHS FDS
+$3.4M
124,000
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.7M
34,412
建仓
REMX
VANECK ETF TRUST
+$2.4M
20,018
建仓
IWM
ISHARES TR
+$2.3M
11,303
建仓
SPEU
SPDR INDEX SHS FDS
+$2.1M
53,400
增持
USXF
ISHARES TR
+$2.1M
71,895
+458%
建仓
NUBD
NUSHARES ETF TR
+$2.0M
84,231
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
12,439
+63%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.8M
63,490
-30%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$1.8M
34,104
减持
VOO
VANGUARD INDEX FDS
-$1.7M
19,056
-13%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.5M
134,258
-7%
建仓
BIL
SPDR SER TR
+$1.4M
15,436
建仓
NVDA
NVIDIA CORPORATION
+$1.4M
5,094
减持
SCHR
SCHWAB STRATEGIC TR
-$1.4M
55,453
-28%
减持
VIGI
VANGUARD WHITEHALL FDS
-$1.4M
22,113
-39%
建仓
SPAB
SPDR SER TR
+$1.3M
48,175
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$1.3M
26,229
增持
DMXF
ISHARES TR
+$1.3M
35,679
+173%
建仓
GLDM
WORLD GOLD TR
+$1.2M
31,983
清仓
—
WORLD GOLD TR
-$1.2M
0
-100%
建仓
NULG
NUSHARES ETF TR
+$1.2M
19,642
建仓
EWX
SPDR INDEX SHS FDS
+$1.1M
20,078
增持
FEMB
FIRST TR EXCH TRADED FD III
+$1.1M
46,090
+444%
建仓
—
EXXON MOBIL CORP
+$1.1M
13,124
建仓
NULV
NUSHARES ETF TR
+$1.1M
28,186
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
27,025
-29%
建仓
—
INDEXIQ ACTIVE ETF TR
+$981.0K
20,378
建仓
ULST
SSGA ACTIVE ETF TR
+$980.0K
24,484
减持
IEI
ISHARES TR
-$962.0K
7,822
-47%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$944.0K
19,618
+312%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$898.0K
19,115
+161%
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$881.0K
17,214
建仓
EXAS
EXACT SCIENCES CORP
+$874.0K
12,503
减持
IEUR
ISHARES TR
-$861.0K
45,110
-20%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$843.0K
11,953
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$810.0K
13,677
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$787.0K
7,372
建仓
FEX
FIRST TR LRGE CP CORE ALPHA
+$774.0K
8,771
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$754.0K
48,337
-20%
减持
VNQ
VANGUARD INDEX FDS
-$753.0K
18,611
-22%
建仓
TSLA
TESLA INC
+$742.0K
688
增持
AMZN
AMAZON COM INC
+$718.0K
348
+178%
增持
SCHX
SCHWAB STRATEGIC TR
-$713.0K
37,906
+57%
建仓
NUSC
NUSHARES ETF TR
+$696.0K
17,474
建仓
EMXF
ISHARES TR
+$650.0K
15,850
建仓
GWX
SPDR INDEX SHS FDS
+$624.0K
17,753
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$615.0K
30,799
建仓
NUDM
NUSHARES ETF TR
+$614.0K
21,343
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$608.0K
15,728
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$590.0K
16,489
建仓
PAVE
GLOBAL X FDS
+$583.0K
20,630
减持
TIP
ISHARES TR
-$577.0K
6,467
-40%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$571.0K
3,041
建仓
HYXF
ISHARES TR
+$565.0K
11,628
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$562.0K
9,159
建仓
BGRN
ISHARES TR
+$555.0K
10,962
建仓
SLQD
ISHARES TR
+$552.0K
11,186
建仓
SUSC
ISHARES TR
+$550.0K
21,898
减持
VTEB
VANGUARD MUN BD FDS
-$544.0K
21,036
-29%
清仓
LQD
ISHARES TR
-$536.0K
0
-100%
建仓
ESGU
ISHARES TR
+$534.0K
5,268
建仓
SUSA
ISHARES TR
+$531.0K
5,484
建仓
QQQ
INVESCO QQQ TR
+$509.0K
1,403
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$502.0K
8,677
增持
SUB
ISHARES TR
+$490.0K
12,352
+65%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$485.0K
11,468
建仓
LWLG
LIGHTWAVE LOGIC INC
+$480.0K
49,946
减持
SCZ
ISHARES TR
-$474.0K
16,158
-24%
减持
IAU
ISHARES GOLD TR
-$473.0K
39,870
-28%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$472.0K
23,478
减持
ACWV
ISHARES INC
-$454.0K
6,781
-37%
增持
SCHA
SCHWAB STRATEGIC TR
-$453.0K
12,325
+22%
建仓
SPTL
SPDR SER TR
+$448.0K
11,833
建仓
NUEM
NUSHARES ETF TR
+$447.0K
14,688
建仓
CVX
CHEVRON CORP NEW
+$440.0K
2,701
建仓
RFDI
FIRST TR EXCH TRADED FD III
+$440.0K
6,737
建仓
ENB
ENBRIDGE INC
+$427.0K
9,257
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$415.0K
27,750
+52%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$411.0K
10,524
-15%
建仓
EMNT
PIMCO ETF TR
+$410.0K
4,141
建仓
HD
HOME DEPOT INC
+$410.0K
1,368
建仓
COST
COSTCO WHSL CORP NEW
+$406.0K
705
清仓
LLY
LILLY ELI & CO
-$383.0K
0
-100%
减持
DGRO
ISHARES TR
-$383.0K
28,180
-17%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$371.0K
10,172
-38%
建仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$360.0K
10,642
增持
GOOGL
ALPHABET INC
+$359.0K
604
+32%
减持
AGG
ISHARES TR
-$351.0K
5,501
-33%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$351.0K
17,787
-7%
建仓
CVS
CVS HEALTH CORP
+$350.0K
3,452
建仓
VV
VANGUARD INDEX FDS
+$344.0K
1,649
建仓
—
MANAGED PORTFOLIO SERIES
+$340.0K
8,096
建仓
HLAL
LISTED FD TR
+$332.0K
7,988
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$324.0K
6,643
建仓
ABBV
ABBVIE INC
+$322.0K
1,984
建仓
QCOM
QUALCOMM INC
+$321.0K
2,102
建仓
KMI
KINDER MORGAN INC DEL
+$321.0K
16,981
减持
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$315.0K
106,233
-4%
建仓
META
META PLATFORMS INC
+$315.0K
1,413
建仓
CSCO
CISCO SYS INC
+$311.0K
5,580
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$309.0K
83,863
+11%
建仓
XLK
SELECT SECTOR SPDR TR
+$304.0K
1,913
清仓
BIO
BIO RAD LABS INC
-$302.0K
0
-100%
增持
GOOG
ALPHABET INC
+$296.0K
607
+25%
建仓
SUSB
ISHARES TR
+$294.0K
11,928
减持
ITOT
ISHARES TR
-$293.0K
9,765
-18%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$291.0K
23,800
-15%
建仓
JNJ
JOHNSON & JOHNSON
+$286.0K
1,614
建仓
MRK
MERCK & CO INC
+$281.0K
3,421
清仓
PFE
PFIZER INC
-$267.0K
0
-100%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$266.0K
1,743
建仓
IEUS
ISHARES TR
+$265.0K
4,348
建仓
XOP
SPDR SER TR
+$264.0K
1,960
减持
SCHC
SCHWAB STRATEGIC TR
-$262.0K
21,475
-18%
建仓
SCI
SERVICE CORP INTL
+$261.0K
3,961
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$259.0K
1,993
增持
IJR
ISHARES TR
+$259.0K
6,701
+65%
减持
IEMG
ISHARES INC
-$252.0K
10,034
-26%
建仓
NUHY
NUSHARES ETF TR
+$250.0K
10,830
清仓
XSOE
WISDOMTREE TR
-$249.0K
0
-100%
增持
IJH
ISHARES TR
+$241.0K
3,294
+45%
建仓
BAC
BK OF AMERICA CORP
+$239.0K
5,753
清仓
VSGX
VANGUARD WORLD FD
-$239.0K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$238.0K
987
建仓
VDE
VANGUARD WORLD FDS
+$238.0K
2,225
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$233.0K
4,116
建仓
GS
GOLDMAN SACHS GROUP INC
+$232.0K
703
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$232.0K
13,778
+66%
建仓
SPYV
SPDR SER TR
+$227.0K
5,431
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$226.0K
2,684
