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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 61
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
5,812
+1013%
增持
AAPL
APPLE INC
+$2.5M
56,061
+10%
增持
USFR
WISDOMTREE TR
+$1.6M
53,572
+140%
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
IVV
ISHARES TR
+$1.4M
28,345
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
110,989
+26%
减持
SPYM
SPDR SER TR
+$1.1M
290,532
-0%
增持
MSFT
MICROSOFT CORP
+$951.4K
15,038
+4%
减持
GUNR
FLEXSHARES TR
-$922.4K
147,121
-9%
增持
VOO
VANGUARD INDEX FDS
+$885.3K
23,675
+2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$701.9K
364,295
-3%
增持
SCHX
SCHWAB STRATEGIC TR
+$623.1K
76,225
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$600.5K
73,117
+19%
增持
U
UNITY SOFTWARE INC
+$571.1K
51,873
+0%
增持
HDV
ISHARES TR
+$532.6K
19,414
+39%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$527.7K
466,794
+0%
增持
USXF
ISHARES TR
+$521.2K
96,099
+8%
增持
GOOGL
ALPHABET INC
+$433.3K
13,704
+18%
减持
—
INDEXIQ ACTIVE ETF TR
-$419.3K
9,985
-47%
增持
QQQ
INVESCO QQQ TR
+$403.1K
2,435
+57%
建仓
VFMF
VANGUARD WELLINGTON FD
+$395.9K
3,810
建仓
QEFA
SPDR INDEX SHS FDS
+$395.4K
5,655
减持
NVDA
NVIDIA CORPORATION
+$386.8K
3,707
-13%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$374.4K
7,659
增持
VTI
VANGUARD INDEX FDS
+$372.2K
4,640
+46%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$371.9K
202,763
-5%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$371.1K
71,667
+40%
增持
SPEM
SPDR INDEX SHS FDS
+$362.9K
251,616
+4%
增持
AMZN
AMAZON COM INC
+$360.1K
8,786
+16%
增持
VYMI
VANGUARD WHITEHALL FDS
+$354.1K
42,688
+13%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$346.3K
109,083
+1%
增持
BND
VANGUARD BD INDEX FDS
+$342.9K
28,653
+22%
减持
ULST
SSGA ACTIVE ETF TR
-$340.4K
14,170
-37%
建仓
SRE
SEMPRA
+$339.5K
2,332
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$333.9K
7,169
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$330.3K
75,282
-21%
建仓
BDX
BECTON DICKINSON & CO
+$296.2K
1,122
清仓
QCOM
QUALCOMM INC
-$293.9K
0
-100%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$283.0K
66,228
+14%
清仓
SPYV
SPDR SER TR
-$280.9K
0
-100%
建仓
AVGO
BROADCOM INC
+$275.8K
318
增持
BIL
SPDR SER TR
+$273.9K
14,425
+26%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$273.1K
25,718
+17%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$270.9K
8,901
+98%
减持
USB
US BANCORP DEL
-$270.1K
85,853
-0%
减持
NUBD
NUSHARES ETF TR
-$267.7K
43,403
-21%
增持
VUG
VANGUARD INDEX FDS
+$263.9K
3,948
+15%
建仓
MINT
PIMCO ETF TR
+$261.4K
2,620
清仓
RING
ISHARES INC
-$258.9K
0
-100%
减持
SHY
ISHARES TR
-$257.8K
5,085
-38%
建仓
SHYM
BLACKROCK ETF TRUST II
+$252.5K
11,600
清仓
IEFA
ISHARES TR
-$249.3K
0
-100%
建仓
SHYG
ISHARES TR
+$243.4K
5,872
清仓
URA
GLOBAL X FDS
-$241.6K
0
-100%
建仓
EAGG
ISHARES TR
+$236.6K
5,016
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$234.5K
11,736
增持
PICB
INVESCO EXCH TRADED FD TR II
+$234.0K
26,320
+71%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$232.6K
0
-100%
增持
SPSM
SPDR SER TR
+$230.4K
125,771
+2%
清仓
SCI
SERVICE CORP INTL
-$229.9K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$229.2K
26,307
-12%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$228.4K
26,241
+7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$228.3K
305,534
+3%
清仓
GD
GENERAL DYNAMICS CORP
-$226.6K
0
-100%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$225.4K
25,615
+82%
减持
IJR
ISHARES TR
-$225.2K
9,010
-22%
减持
GOOG
ALPHABET INC
+$219.9K
13,518
-1%
减持
EXAS
EXACT SCIENCES CORP
+$217.7K
12,322
-11%
增持
LWLG
LIGHTWAVE LOGIC INC
+$216.7K
49,223
+104%
减持
SPDW
SPDR INDEX SHS FDS
-$215.4K
360,732
-3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$214.9K
157,998
-2%
建仓
BAC
BANK AMERICA CORP
+$214.8K
7,489
增持
META
META PLATFORMS INC
+$214.8K
2,078
+15%
增持
SPMD
SPDR SER TR
+$214.2K
89,734
+1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$211.1K
21,601
-13%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$209.6K
0
-100%
建仓
RWO
SPDR INDEX SHS FDS
+$209.3K
5,096
清仓
AOR
ISHARES TR
-$206.6K
0
-100%
建仓
ABT
ABBOTT LABS
+$206.3K
1,893
建仓
COF
CAPITAL ONE FINL CORP
+$204.5K
1,870
建仓
DGRW
WISDOMTREE TR
+$203.9K
3,059
清仓
QHY
WISDOMTREE TR
-$203.7K
0
-100%
清仓
NKE
NIKE INC
-$202.9K
0
-100%
减持
PPTY
ETF SER SOLUTIONS
-$200.4K
11,240
-40%
建仓
AGG
ISHARES TR
+$200.2K
2,044
减持
GLTR
ABRDN PRECIOUS METALS BASKET
-$198.7K
11,439
-12%
清仓
—
ETF MANAGERS TR
-$197.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$192.1K
8,239
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$190.9K
106,694
+4%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$190.8K
150,120
+1%
减持
ABBV
ABBVIE INC
-$187.7K
2,145
-28%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$186.3K
174,408
-0%
减持
—
EXXON MOBIL CORP
-$185.8K
15,679
-8%
减持
VB
VANGUARD INDEX FDS
+$185.3K
22,025
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$171.2K
8,971
-15%
清仓
FTRI
FIRST TR EXCHANGE TRADED FD
-$165.1K
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$163.1K
29,139
-14%
增持
TSLA
TESLA INC
+$158.0K
1,936
+15%
增持
BWZ
SPDR SER TR
+$151.7K
110,891
+8%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$145.2K
89,081
-5%
减持
SCZ
ISHARES TR
-$141.8K
12,435
-15%
减持
MUB
ISHARES TR
-$129.0K
2,321
-34%
增持
MRK
MERCK & CO INC
+$122.9K
4,809
+18%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$117.6K
19,508
-9%
增持
NUSC
NUSHARES ETF TR
+$115.7K
29,371
+7%
增持
MCD
MCDONALDS CORP
+$114.1K
1,027
+40%
减持
TIP
ISHARES TR
-$113.8K
3,877
-20%
增持
VEEV
VEEVA SYS INC
+$113.2K
8,028
+0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$112.8K
17,349
+17%
增持
SCHR
SCHWAB STRATEGIC TR
+$112.3K
37,337
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$107.2K
1,057
+29%
减持
BGRN
ISHARES TR
-$106.2K
19,071
-10%
增持
FMB
FIRST TR EXCH TRADED FD III
+$105.4K
18,174
+13%
减持
NULG
NUSHARES ETF TR
-$97.5K
11,477
-21%
减持
REMX
VANECK ETF TRUST
-$94.5K
23,815
-6%
增持
GLDM
WORLD GOLD TR
+$91.3K
49,147
+8%
减持
SCHH
SCHWAB STRATEGIC TR
-$91.0K
37,598
-11%
增持
ITOT
ISHARES TR
+$89.8K
12,154
+0%
减持
SPEU
SPDR INDEX SHS FDS
-$89.3K
60,219
-5%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$88.6K
5,045
+32%
减持
OUNZ
VANECK MERK GOLD TR
-$87.7K
40,522
-8%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$87.5K
11,866
增持
NUDM
NUSHARES ETF TR
+$87.2K
19,371
+15%
增持
SCHO
SCHWAB STRATEGIC TR
+$80.1K
31,260
+7%
减持
IEMG
ISHARES INC
-$80.0K
10,850
-14%
增持
LLY
LILLY ELI & CO
+$79.7K
604
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$75.2K
6,703
-16%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$75.2K
3,681
+15%
减持
SPY
SPDR S&P 500 ETF TR
+$74.8K
12,470
-6%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$73.8K
55,708
-2%
减持
VNQ
VANGUARD INDEX FDS
-$73.7K
18,197
-5%
减持
EMXC
ISHARES INC
-$71.1K
3,944
-30%
减持
IPAC
ISHARES TR
-$70.4K
8,476
-14%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$66.4K
325,502
+3%
减持
IAU
ISHARES GOLD TR
-$65.7K
42,301
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$65.4K
7,802
-14%
增持
NULV
NUSHARES ETF TR
+$64.8K
25,215
+6%
增持
FIW
FIRST TR EXCHANGE TRADED FD
+$60.8K
4,340
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$58.6K
9,305
+6%
减持
NUEM
NUSHARES ETF TR
-$58.0K
13,921
-15%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$57.5K
9,213
-8%
减持
SUSB
ISHARES TR
-$57.1K
10,178
-19%
减持
LMT
LOCKHEED MARTIN CORP
-$56.9K
515
-17%
减持
FTEC
FIDELITY COVINGTON TRUST
+$55.9K
5,851
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.8K
2,410
+18%
减持
GWX
SPDR INDEX SHS FDS
-$52.9K
14,348
-9%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$49.9K
37,535
+3%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$49.5K
7,325
-2%
减持
SCHA
SCHWAB STRATEGIC TR
-$48.1K
10,936
-13%
减持
BCI
ABRDN ETFS
-$47.9K
25,138
-6%
减持
GLD
SPDR GOLD TR
-$47.0K
9,228
-0%
