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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 49
减持 73
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$3.1M
370,581
-15%
清仓
MGEE
MGE ENERGY INC
-$2.5M
0
-100%
减持
META
META PLATFORMS INC
-$2.4M
2,371
-68%
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
SPDW
SPDR INDEX SHS FDS
+$2.2M
483,473
+17%
减持
AAPL
APPLE INC
+$2.1M
57,317
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$1.5M
2,771
-73%
增持
SPTL
SPDR SER TR
+$1.4M
65,377
+398%
清仓
U
UNITY SOFTWARE INC
-$1.4M
0
-100%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.4M
204,068
+17%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
322,683
+6%
增持
IVV
ISHARES TR
+$795.0K
31,630
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$786.5K
98,862
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$739.7K
118,201
+16%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$733.8K
160,711
-3%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$646.4K
93,196
-19%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$629.1K
252,808
+6%
增持
NVDA
NVIDIA CORPORATION
+$616.1K
40,551
+728%
减持
GLDM
WORLD GOLD TR
-$552.7K
76,887
-17%
增持
SCHR
SCHWAB STRATEGIC TR
+$525.7K
96,827
+13%
减持
BIL
SPDR SER TR
-$520.6K
6,431
-47%
减持
VUG
VANGUARD INDEX FDS
-$518.7K
4,664
-29%
增持
SCHX
SCHWAB STRATEGIC TR
+$506.8K
109,756
+5%
减持
EXAS
EXACT SCIENCES CORP
-$491.5K
8,441
-31%
减持
GOOGL
ALPHABET INC
+$490.1K
19,361
-4%
增持
VFMF
VANGUARD WELLINGTON FD
+$486.3K
19,255
+31%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$475.3K
178,943
+5%
清仓
INTC
INTEL CORP
-$450.9K
0
-100%
减持
USB
US BANCORP DEL
-$441.2K
88,078
-0%
减持
FMB
FIRST TR EXCHANGE-TRADED FD
-$394.8K
6,874
-53%
减持
VEEV
VEEVA SYS INC
-$393.8K
8,043
-0%
减持
MSFT
MICROSOFT CORP
+$385.9K
17,735
-1%
清仓
DIS
DISNEY WALT CO
-$377.4K
0
-100%
清仓
SPTI
SPDR SER TR
-$371.5K
0
-100%
减持
AMZN
AMAZON COM INC
-$352.1K
10,869
-20%
建仓
SO
SOUTHERN CO
+$332.8K
4,291
清仓
FKU
FIRST TR EXCH TRD ALPHDX FD
-$317.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$313.1K
3,308
-3%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$310.3K
3,893
-52%
清仓
ET
ENERGY TRANSFER L P
-$307.8K
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$291.6K
134,696
+9%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$285.3K
28,483
-18%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$279.9K
0
-100%
增持
BWX
SPDR SER TR
+$276.1K
69,940
+26%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$276.1K
15,721
+12%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$266.1K
103,861
-2%
清仓
DHR
DANAHER CORPORATION
-$262.5K
0
-100%
清仓
—
LINDE PLC
-$261.8K
0
-100%
减持
DGRO
ISHARES TR
-$252.0K
24,113
-15%
清仓
XBIL
RBB FD INC
-$252.0K
0
-100%
建仓
VGT
VANGUARD WORLD FD
+$247.4K
429
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$243.5K
232,986
+5%
建仓
XLK
SELECT SECTOR SPDR TR
+$241.4K
1,067
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$241.3K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$236.1K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$232.2K
0
-100%
减持
SPAB
SPDR SER TR
-$230.9K
53,053
-14%
减持
CRM
SALESFORCE INC
-$229.3K
2,094
-18%
清仓
ENB
ENBRIDGE INC
-$228.2K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$226.4K
2,010
建仓
DELL
DELL TECHNOLOGIES INC
+$223.3K
1,619
建仓
T
AT&T INC
+$221.1K
11,572
建仓
MO
ALTRIA GROUP INC
+$221.0K
4,851
增持
QQQ
INVESCO QQQ TR
+$220.3K
2,723
+12%
清仓
NKE
NIKE INC
-$219.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$212.7K
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$209.8K
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$209.2K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$209.1K
5,071
减持
SPY
SPDR S&P 500 ETF TR
+$208.7K
11,955
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$205.8K
41,027
-6%
清仓
VTEB
VANGUARD MUN BD FDS
-$201.8K
0
-100%
减持
ABBV
ABBVIE INC
-$199.7K
1,694
-37%
减持
XLRE
SELECT SECTOR SPDR TR
-$189.8K
7,551
-38%
减持
SHV
ISHARES TR
-$186.6K
1,832
-48%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$183.6K
117,796
-1%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$179.6K
87,950
+5%
增持
SPMD
SPDR SER TR
-$177.8K
109,098
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$170.1K
15,386
-17%
减持
MRK
MERCK & CO INC
-$169.6K
4,410
-19%
增持
IWM
ISHARES TR
+$169.4K
15,203
+10%
减持
IEMG
ISHARES INC
-$167.8K
7,621
-32%
增持
USFR
WISDOMTREE TR
+$167.3K
41,742
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$166.5K
110,125
-1%
减持
AXP
AMERICAN EXPRESS CO
-$165.9K
1,557
-33%
减持
ESGV
VANGUARD WORLD FD
-$165.3K
2,620
-42%
减持
VBR
VANGUARD INDEX FDS
-$162.1K
13,628
-1%
增持
SPSM
SPDR SER TR
-$159.3K
170,185
+1%
增持
LLY
ELI LILLY & CO
+$147.0K
797
+8%
减持
IGRO
ISHARES TR
-$146.3K
5,165
-30%
增持
HYXF
ISHARES TR
+$142.8K
29,509
+13%
减持
VNQ
VANGUARD INDEX FDS
-$141.8K
16,545
-6%
增持
SCHE
SCHWAB STRATEGIC TR
+$141.0K
57,729
+5%
减持
IJH
ISHARES TR
-$138.4K
39,201
-8%
减持
URA
GLOBAL X FDS
-$137.4K
17,701
-22%
减持
INTU
INTUIT
-$135.4K
361
-37%
减持
IEUR
ISHARES TR
-$134.5K
24,982
-7%
减持
USXF
ISHARES TR
+$128.3K
103,839
-0%
增持
SLVP
ISHARES INC
+$128.0K
56,158
+10%
增持
IWF
ISHARES TR
+$116.5K
2,587
+6%
增持
GWX
SPDR INDEX SHS FDS
+$115.2K
99,202
+6%
增持
VB
VANGUARD INDEX FDS
-$110.6K
25,123
+3%
减持
—
EXXON MOBIL CORP
-$109.4K
14,338
-5%
减持
SUB
ISHARES TR
-$108.9K
24,771
-4%
减持
JNK
SPDR SER TR
-$106.8K
25,067
-3%
增持
AVGO
BROADCOM INC
+$104.9K
337
+2%
增持
BGRN
ISHARES TR
+$104.7K
23,484
+11%
减持
—
FERRARI N V
-$104.5K
500
-29%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$100.3K
18,269
+12%
增持
VTI
VANGUARD INDEX FDS
+$98.4K
6,903
+3%
增持
EMXF
ISHARES TR
+$98.0K
35,352
+5%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$97.0K
30,522
+8%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$97.0K
25,141
-16%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$90.8K
54,704
-0%
增持
EMNT
PIMCO ETF TR
+$90.5K
11,618
+8%
减持
VYMI
VANGUARD WHITEHALL FDS
-$90.3K
58,163
-2%
减持
HD
HOME DEPOT INC
-$85.9K
1,356
-6%
减持
NULV
NUSHARES ETF TR
-$80.9K
16,785
-9%
减持
GOOG
ALPHABET INC
+$77.1K
15,442
-15%
减持
LWLG
LIGHTWAVE LOGIC INC
-$76.4K
22,065
-27%
增持
ITOT
ISHARES TR
+$75.3K
14,503
+2%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$72.7K
13,027
-20%
增持
TGRW
T ROWE PRICE ETF INC
+$72.5K
14,335
+7%
减持
IPAC
ISHARES TR
-$72.1K
5,864
-14%
减持
GLD
SPDR GOLD TR
+$72.1K
9,913
-1%
减持
IJR
ISHARES TR
-$71.6K
10,487
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$69.0K
5,283
+29%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$67.8K
12,304
-3%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$67.4K
39,009
+11%
减持
IAU
ISHARES GOLD TR
+$65.2K
43,066
-1%
减持
COF
CAPITAL ONE FINL CORP
-$65.0K
1,590
-17%
减持
KO
COCA COLA CO
-$63.9K
3,984
-23%
减持
TIP
ISHARES TR
-$63.2K
2,307
-20%
减持
FISR
SSGA ACTIVE TR
-$63.0K
45,598
-4%
增持
BCI
ABRDN ETFS
+$62.6K
34,288
+7%
增持
QCOM
QUALCOMM INC
+$61.1K
1,534
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$57.7K
1,801
-7%
减持
SCHO
SCHWAB STRATEGIC TR
-$57.2K
42,366
-3%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$56.4K
27,423
+11%
增持
TCAF
T ROWE PRICE ETF INC
+$55.9K
38,365
+1%
增持
WMT
WALMART INC
+$55.8K
4,645
+6%
减持
CAT
CATERPILLAR INC
-$54.7K
823
-8%
减持
ACWV
ISHARES INC
-$53.9K
1,951
-20%
减持
JNJ
JOHNSON & JOHNSON
-$52.6K
2,722
-4%
减持
QEFA
SPDR INDEX SHS FDS
-$51.8K
8,673
-6%
增持
BAC
BANK AMERICA CORP
+$51.3K
7,720
+15%
增持
PYLD
PIMCO ETF TR
+$49.8K
73,445
+3%
增持
SDY
SPDR SER TR
+$49.4K
4,312
+13%
减持
VLO
VALERO ENERGY CORP
-$49.3K
2,463
-3%
减持
AGGY
WISDOMTREE TR
-$48.9K
9,352
-10%
增持
VLUE
ISHARES TR
+$47.9K
6,528
+13%
