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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 15
增持 75
减持 45
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
U
UNITY SOFTWARE INC
-$3.1M
51,751
+2%
增持
SPYM
SPDR SER TR
-$2.5M
317,978
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$2.1M
362,806
-1%
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。
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$2.0M
380,715
+1%
增持
IVV
ISHARES TR
-$1.9M
26,423
+0%
增持
AAPL
APPLE INC
-$1.2M
48,379
+8%
减持
SPEM
SPDR INDEX SHS FDS
-$1.0M
235,238
-1%
增持
VOO
VANGUARD INDEX FDS
-$943.0K
20,089
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$815.0K
142,888
+6%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$793.0K
478,428
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$791.0K
12,799
+3%
减持
BIL
SPDR SER TR
-$744.0K
7,294
-53%
减持
NVDA
NVIDIA CORPORATION
-$663.0K
4,796
-6%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$627.0K
87,961
+5%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$622.0K
191,311
+21%
增持
USB
US BANCORP DEL
-$611.0K
86,091
+0%
增持
VO
VANGUARD INDEX FDS
-$594.0K
21,901
+6%
减持
NUBD
NUSHARES ETF TR
-$578.0K
63,572
-25%
增持
SPMD
SPDR SER TR
-$566.0K
87,840
+2%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$558.0K
5,785
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$557.0K
78,027
-8%
增持
GUNR
FLEXSHARES TR
-$540.0K
157,469
+9%
减持
SCHP
SCHWAB STRATEGIC TR
-$538.0K
59,421
-6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$498.0K
19,110
+109%
增持
REMX
VANECK ETF TRUST
-$496.0K
21,563
+8%
增持
VB
VANGUARD INDEX FDS
-$464.0K
19,861
+7%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$430.0K
27,067
+96%
减持
IEUR
ISHARES TR
-$429.0K
44,031
-2%
减持
IWM
ISHARES TR
-$420.0K
11,221
-1%
建仓
VUG
VANGUARD INDEX FDS
+$412.0K
1,846
增持
MSFT
MICROSOFT CORP
-$410.0K
14,004
+8%
减持
VIGI
VANGUARD WHITEHALL FDS
-$407.0K
19,550
-12%
增持
—
EXXON MOBIL CORP
+$402.0K
17,341
+32%
增持
SPSM
SPDR SER TR
-$389.0K
124,288
+8%
建仓
VBR
VANGUARD INDEX FDS
+$389.0K
2,596
减持
EXAS
EXACT SCIENCES CORP
-$384.0K
12,451
-0%
建仓
VTV
VANGUARD INDEX FDS
+$380.0K
2,880
增持
QQQ
INVESCO QQQ TR
+$380.0K
3,171
+126%
减持
NULG
NUSHARES ETF TR
-$380.0K
16,860
-14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$358.0K
14,022
+103%
建仓
SHY
ISHARES TR
+$350.0K
4,230
清仓
CVS
CVS HEALTH CORP
-$350.0K
0
-100%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$331.0K
8,833
-44%
减持
SUSC
ISHARES TR
-$315.0K
10,142
-54%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$314.0K
23,695
+24%
建仓
PFE
PFIZER INC
+$314.0K
5,989
增持
SPEU
SPDR INDEX SHS FDS
-$306.0K
53,843
+1%
增持
EUSB
ISHARES TR
+$299.0K
15,214
+92%
建仓
PG
PROCTER AND GAMBLE CO
+$299.0K
2,079
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$295.0K
4,962
清仓
SUSB
ISHARES TR
-$294.0K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$290.0K
2,729
减持
FMB
FIRST TR EXCH TRADED FD III
-$285.0K
30,111
-12%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$283.0K
34,945
+47%
增持
GOOGL
ALPHABET INC
-$279.0K
643
+6%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$266.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
-$264.0K
19,248
+3%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$262.0K
13,036
-24%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$262.0K
198,177
-1%
建仓
MGK
VANGUARD WORLD FD
+$260.0K
1,434
增持
SCHX
SCHWAB STRATEGIC TR
-$260.0K
39,888
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$259.0K
12,251
+77%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$259.0K
34,772
+1%
增持
AMZN
AMAZON COM INC
-$256.0K
8,282
+2280%
清仓
NUHY
NUSHARES ETF TR
-$250.0K
0
-100%
建仓
ZTS
ZOETIS INC
+$249.0K
1,450
清仓
BAC
BK OF AMERICA CORP
-$239.0K
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$237.0K
382,608
+3%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
-$234.0K
51,412
+6%
减持
LWLG
LIGHTWAVE LOGIC INC
-$230.0K
38,196
-24%
增持
TSLA
TESLA INC
-$225.0K
768
+12%
清仓
AXP
AMERICAN EXPRESS CO
-$224.0K
0
-100%
清仓
HSY
HERSHEY CO
-$223.0K
0
-100%
清仓
URA
GLOBAL X FDS
-$223.0K
0
-100%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$220.0K
12,690
-46%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$219.0K
0
-100%
减持
NULV
NUSHARES ETF TR
-$215.0K
25,682
-9%
增持
HYXF
ISHARES TR
+$213.0K
17,861
+54%
清仓
V
VISA INC
-$212.0K
0
-100%
增持
GOOG
ALPHABET INC
-$211.0K
678
+12%
增持
DMXF
ISHARES TR
-$209.0K
37,712
+6%
建仓
DHR
DANAHER CORPORATION
+$209.0K
823
建仓
KO
COCA COLA CO
+$208.0K
3,303
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$208.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$205.0K
0
-100%
清仓
DFIV
DIMENSIONAL ETF TRUST
-$205.0K
0
-100%
增持
EMNT
PIMCO ETF TR
+$203.0K
6,225
+50%
清仓
AOR
ISHARES TR
-$203.0K
0
-100%
清仓
REET
ISHARES TR
-$202.0K
0
-100%
增持
SLQD
ISHARES TR
+$197.0K
15,464
+38%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$186.0K
7,729
-12%
减持
AGG
ISHARES TR
-$183.0K
3,997
-27%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$179.0K
151,570
+10%
减持
CVX
CHEVRON CORP NEW
-$178.0K
1,812
-33%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$176.0K
102,367
+16%
减持
DGRO
ISHARES TR
-$174.0K
27,938
-1%
增持
BWZ
SPDR SER TR
+$173.0K
117,112
+14%
增持
BGRN
ISHARES TR
+$173.0K
15,253
+39%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$171.0K
19,690
+11%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$171.0K
22,214
-28%
增持
ITOT
ISHARES TR
-$167.0K
9,773
+0%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$165.0K
3,194
+5%
减持
EWX
SPDR INDEX SHS FDS
-$163.0K
20,047
-0%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$159.0K
21,254
+8%
增持
SCZ
ISHARES TR
-$151.0K
16,880
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$151.0K
10,840
+3%
减持
IAGG
ISHARES TR
-$151.0K
6,400
-29%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
-$150.0K
301,891
+4%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$146.0K
111,975
+5%
减持
IEI
ISHARES TR
-$145.0K
6,787
-13%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$144.0K
11,267
-15%
增持
HDV
ISHARES TR
+$137.0K
9,734
+24%
建仓
FTRI
FIRST TR EXCHANGE TRADED FD
+$136.0K
10,263
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$135.0K
16,059
+17%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$132.0K
7,432
+1%
减持
NUDM
NUSHARES ETF TR
-$124.0K
19,448
-9%
增持
JNJ
JOHNSON & JOHNSON
+$123.0K
2,307
+43%
减持
ESGD
ISHARES TR
-$120.0K
5,844
-12%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$120.0K
8,327
-18%
减持
ESGU
ISHARES TR
-$118.0K
4,953
-6%
减持
PAVE
GLOBAL X FDS
-$114.0K
20,595
-0%
减持
IEMG
ISHARES INC
-$112.0K
9,074
-10%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$112.0K
11,769
-2%
增持
GWX
SPDR INDEX SHS FDS
-$110.0K
17,774
+0%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$106.0K
14,576
-12%
减持
COST
COSTCO WHSL CORP NEW
-$105.0K
628
-11%
减持
IWF
ISHARES TR
-$104.0K
1,677
-1%
增持
SCHA
SCHWAB STRATEGIC TR
-$103.0K
12,326
+0%
增持
GLD
SPDR GOLD TR
-$100.0K
9,169
+1%
增持
IDEV
ISHARES TR
-$100.0K
11,201
+1%
增持
BWX
SPDR SER TR
-$98.0K
34,440
+0%
增持
PPTY
ETF SER SOLUTIONS
-$96.0K
18,750
+5%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$96.0K
18,256
增持
USXF
ISHARES TR
-$95.0K
82,721
+15%
减持
SUSA
ISHARES TR
-$93.0K
5,434
-1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$93.0K
5,205
+54%
减持
ACWV
ISHARES INC
-$92.0K
6,546
-3%
增持
ESML
ISHARES TR
-$88.0K
15,800
+3%
减持
XLK
SELECT SECTOR SPDR TR
-$88.0K
1,702
-11%
增持
IJH
ISHARES TR
-$87.0K
3,523
+7%
减持
BOND
PIMCO ETF TR
-$86.0K
3,718
-14%
减持
TIP
ISHARES TR
-$86.0K
6,322
-2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$84.0K
3,123
+1%
减持
RFDI
FIRST TR EXCH TRADED FD III
-$83.0K
6,677
-1%
增持
EMXF
ISHARES TR
+$82.0K
20,100
+27%
增持
XLRE
SELECT SECTOR SPDR TR
-$82.0K
35,301
+12%
增持
FKU
FIRST TR EXCH TRD ALPHDX FD
-$81.0K
14,282
+4%
增持
ICLN
ISHARES TR
-$79.0K
33,874
+1%
增持
SCHR
SCHWAB STRATEGIC TR
-$79.0K
55,697
+0%
增持
OUNZ
VANECK MERK GOLD TR
+$78.0K
41,481
+20%
