小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 84
减持 37
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.9M
50,850
+2%
建仓
USFR
WISDOMTREE TR
+$1.1M
22,297
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
175,110
+12%
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
FSIG
FIRST TR EXCHANGE-TRADED FD
+$963.3K
51,160
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$922.5K
148,749
+1%
减持
SPYM
SPDR SER TR
+$916.8K
290,715
-0%
增持
IVV
ISHARES TR
+$853.4K
27,349
+1%
建仓
SHV
ISHARES TR
+$850.6K
7,698
增持
JPM
JPMORGAN CHASE & CO
+$804.9K
7,722
+414%
增持
SPEM
SPDR INDEX SHS FDS
+$798.1K
242,827
+7%
清仓
SLQD
ISHARES TR
-$779.8K
0
-100%
增持
MSFT
MICROSOFT CORP
+$760.2K
14,465
+2%
增持
VOO
VANGUARD INDEX FDS
+$727.6K
23,286
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$670.7K
117,772
-11%
增持
USB
US BANCORP DEL
-$647.5K
86,182
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$628.5K
88,100
+15%
清仓
JEMA
J P MORGAN EXCHANGE TRADED F
-$592.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$586.6K
4,253
+5%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$545.0K
14,099
-66%
减持
SPDW
SPDR INDEX SHS FDS
+$498.0K
372,156
-4%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$488.6K
295,599
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$484.9K
13,320
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$471.7K
37,834
+20%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$463.5K
377,443
+2%
减持
GUNR
FLEXSHARES TR
-$452.5K
161,197
-4%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$442.7K
161,061
+4%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$441.6K
316,937
+4%
增持
REMX
VANECK ETF TRUST
+$401.3K
25,435
+16%
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$384.1K
0
-100%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$368.3K
466,325
+0%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$363.7K
212,380
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$352.2K
61,423
+7%
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$347.6K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$332.1K
69,655
+4%
增持
EXAS
EXACT SCIENCES CORP
+$296.3K
13,852
+7%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$287.4K
36,450
+18%
增持
GLDM
WORLD GOLD TR
+$255.5K
45,532
+8%
增持
DMXF
ISHARES TR
+$254.3K
43,848
+1%
建仓
SLV
ISHARES SILVER TR
+$250.9K
11,344
建仓
IEFA
ISHARES TR
+$249.3K
3,729
增持
USXF
ISHARES TR
+$245.2K
88,713
+1%
增持
IWF
ISHARES TR
+$239.7K
2,440
+47%
清仓
MTGP
WISDOMTREE TR
-$235.2K
0
-100%
清仓
INTC
INTEL CORP
-$234.4K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$234.2K
23,598
+1%
增持
VBR
VANGUARD INDEX FDS
+$233.2K
14,625
+11%
增持
SPEU
SPDR INDEX SHS FDS
+$228.1K
63,326
+1%
清仓
ABT
ABBOTT LABS
-$221.9K
0
-100%
建仓
V
VISA INC
+$221.4K
983
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$218.5K
0
-100%
清仓
SJT
SAN JUAN BASIN RTY TR
-$218.1K
0
-100%
清仓
IAGG
ISHARES TR
-$216.4K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$215.6K
1,546
建仓
DIS
DISNEY WALT CO
+$215.4K
2,152
清仓
HSY
HERSHEY CO
-$214.1K
0
-100%
建仓
INTU
INTUIT
+$213.2K
478
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$207.3K
3,833
建仓
AOR
ISHARES TR
+$206.6K
4,129
建仓
MCD
MCDONALDS CORP
+$205.4K
735
清仓
AGG
ISHARES TR
-$204.9K
0
-100%
建仓
LLY
LILLY ELI & CO
+$203.5K
593
建仓
NKE
NIKE INC
+$202.9K
1,656
建仓
DFIV
DIMENSIONAL ETF TRUST
+$201.1K
6,240
增持
U
UNITY SOFTWARE INC
+$200.6K
51,827
+0%
建仓
—
ETF MANAGERS TR
+$197.9K
17,800
增持
HDV
ISHARES TR
+$193.2K
14,009
+19%
增持
NUBD
NUSHARES ETF TR
+$190.9K
54,673
+15%
增持
VB
VANGUARD INDEX FDS
+$185.7K
22,142
+1%
增持
CRM
SALESFORCE INC
+$181.4K
2,599
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$181.0K
24,880
+5%
增持
HYXF
ISHARES TR
+$168.5K
25,110
+15%
减持
MUB
ISHARES TR
-$166.1K
3,496
-32%
增持
SCHO
SCHWAB STRATEGIC TR
+$158.8K
29,150
+11%
增持
FTEC
FIDELITY COVINGTON TRUST
+$155.4K
6,217
+6%
减持
META
META PLATFORMS INC
+$155.2K
1,802
-4%
减持
GOOG
ALPHABET INC
+$153.1K
13,613
-4%
减持
SCHP
SCHWAB STRATEGIC TR
-$153.1K
30,004
-12%
增持
IJH
ISHARES TR
+$149.8K
5,564
+8%
增持
IWD
ISHARES TR
+$144.3K
2,852
+49%
增持
IEMG
ISHARES INC
+$142.8K
12,601
+25%
增持
GLD
SPDR GOLD TR
+$140.7K
9,235
+1%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$138.3K
21,361
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$130.9K
24,432
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$129.3K
102,665
-0%
增持
BGRN
ISHARES TR
+$125.3K
21,111
+12%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$125.2K
93,709
-3%
增持
SPSM
SPDR SER TR
+$120.6K
123,339
+1%
减持
IEUR
ISHARES TR
+$116.8K
40,482
-4%
减持
GOOGL
ALPHABET INC
+$116.5K
11,638
-6%
减持
IAU
ISHARES GOLD TR
+$116.2K
42,951
-0%
减持
AGGY
WISDOMTREE TR
-$115.6K
11,786
-20%
增持
AMD
ADVANCED MICRO DEVICES INC
+$108.9K
3,254
+0%
增持
SHY
ISHARES TR
+$108.5K
8,156
+18%
增持
SPAB
SPDR SER TR
+$108.4K
43,698
+8%
增持
EMNT
PIMCO ETF TR
+$107.9K
8,834
+13%
减持
PFE
PFIZER INC
-$106.2K
5,232
-16%
增持
BWZ
SPDR SER TR
+$104.9K
103,082
+3%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$103.8K
95,254
-3%
增持
IJR
ISHARES TR
+$103.7K
11,619
+8%
增持
SCZ
ISHARES TR
+$94.0K
14,706
+6%
增持
AXP
AMERICAN EXPRESS CO
+$93.7K
1,942
+27%
增持
TIP
ISHARES TR
+$89.5K
4,817
+16%
增持
ITOT
ISHARES TR
+$86.8K
12,141
+2%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$86.2K
56,970
-2%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$84.0K
13,090
+18%
减持
SPMD
SPDR SER TR
+$83.0K
88,885
-1%
减持
NULG
NUSHARES ETF TR
+$82.5K
14,558
-2%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$81.5K
24,273
+7%
减持
JNJ
JOHNSON & JOHNSON
-$81.2K
2,021
-9%
减持
BCI
ABRDN ETFS
-$80.6K
26,704
-7%
增持
EWX
SPDR INDEX SHS FDS
+$79.6K
22,105
+4%
减持
QQQ
INVESCO QQQ TR
+$78.7K
1,547
-1%
减持
—
INDEXIQ ACTIVE ETF TR
-$73.0K
18,858
-8%
增持
PICB
INVESCO EXCH TRADED FD TR II
+$72.2K
15,400
+24%
减持
SCHC
SCHWAB STRATEGIC TR
+$71.6K
32,374
-0%
增持
BWX
SPDR SER TR
+$70.3K
71,791
+1%
减持
ULST
SSGA ACTIVE ETF TR
-$68.2K
22,628
-8%
增持
EMXF
ISHARES TR
+$67.0K
28,361
+4%
减持
FEMB
FIRST TR EXCH TRADED FD III
+$63.6K
58,341
-1%
增持
ET
ENERGY TRANSFER L P
+$63.5K
16,908
+36%
增持
LEMB
ISHARES INC
+$63.4K
15,856
+8%
增持
SPYV
SPDR SER TR
+$62.2K
6,899
+23%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$61.9K
0
-100%
增持
IPAC
ISHARES TR
+$61.2K
9,849
+7%
增持
BIL
SPDR SER TR
+$61.0K
11,442
+6%
增持
SCHE
SCHWAB STRATEGIC TR
+$60.6K
21,930
+9%
增持
NUSC
NUSHARES ETF TR
+$60.3K
27,420
+3%
增持
CVX
CHEVRON CORP NEW
+$59.3K
1,744
+39%
减持
—
EXXON MOBIL CORP
-$59.1K
17,029
-3%
减持
TSLA
TESLA INC
+$56.6K
1,684
-29%
增持
SUB
ISHARES TR
+$54.1K
9,806
+5%
增持
SUSC
ISHARES TR
+$54.0K
13,808
+17%
减持
OUNZ
VANECK MERK GOLD TR
+$53.0K
44,021
-1%
减持
CSCO
CISCO SYS INC
-$52.9K
5,392
-23%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$52.2K
107,536
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$51.1K
4,051
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$49.6K
10,573
+2%
增持
LWLG
LIGHTWAVE LOGIC INC
+$49.1K
24,123
+35%
增持
VTV
VANGUARD INDEX FDS
+$48.7K
5,147
+10%
增持
SCHR
SCHWAB STRATEGIC TR
+$48.7K
34,265
+0%
减持
SCI
SERVICE CORP INTL
-$47.2K
3,342
-17%
增持
ESGD
ISHARES TR
+$45.9K
7,032
+1%
增持
VTI
VANGUARD INDEX FDS
+$45.2K
3,185
+1%
减持
BND
VANGUARD BD INDEX FDS
+$44.3K
23,569
-0%
增持
IGRO
ISHARES TR
+$43.9K
8,328
+4%
增持
QCOM
QUALCOMM INC
+$42.6K
2,303
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$41.5K
14,879
-7%
减持
MRK
MERCK & CO INC
-$39.8K
4,061
-4%
增持
ESGU
ISHARES TR
+$39.0K
6,435
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$39.0K
8,800
+7%
