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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 49
减持 58
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SCHR
SCHWAB STRATEGIC TR
+$3.4M
364,963
+236%
建仓
ANET
ARISTA NETWORKS INC
+$2.7M
24,196
清仓
—
ARISTA NETWORKS INC
-$2.3M
0
-100%
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
VGLT
VANGUARD SCOTTSDALE FDS
+$2.3M
68,653
+173%
增持
JNK
SPDR SER TR
+$1.8M
32,217
+150%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.4M
178,554
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$1.3M
333,409
-2%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$1.2M
290,477
-4%
增持
AAPL
APPLE INC
+$1.1M
58,415
+1%
建仓
SPIB
SPDR SER TR
+$1.1M
33,420
建仓
CERY
SPDR SER TR
+$1.1M
41,169
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$951.5K
423,582
-7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$930.4K
150,788
-3%
增持
BND
VANGUARD BD INDEX FDS
+$907.3K
43,592
+47%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$832.9K
117,548
-4%
减持
BWZ
SPDR SER TR
-$779.8K
164,588
-8%
建仓
DXYZ
DESTINY TECH100 INC
+$735.8K
12,500
减持
GOOG
ALPHABET INC
-$734.4K
7,705
-42%
增持
SPDW
SPDR INDEX SHS FDS
-$723.4K
444,856
+5%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$720.3K
47,200
增持
SCHO
SCHWAB STRATEGIC TR
+$679.1K
126,997
+162%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$658.2K
35,891
增持
SPYM
SPDR SER TR
+$648.3K
409,300
+0%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$602.5K
89,044
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$580.1K
11,259
-10%
减持
SPTL
SPDR SER TR
-$560.8K
20,682
-45%
减持
GUNR
FLEXSHARES TR
-$560.2K
75,282
-6%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$542.4K
26,857
-6%
清仓
AMGN
AMGEN INC
-$541.2K
0
-100%
增持
TSLA
TESLA INC
+$532.9K
3,024
+15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$511.5K
109,554
-2%
增持
AMZN
AMAZON COM INC
+$507.8K
11,433
+7%
增持
GOOGL
ALPHABET INC
+$474.9K
19,200
+1%
减持
DGRO
ISHARES TR
-$464.1K
16,449
-30%
增持
VV
VANGUARD INDEX FDS
+$418.6K
2,993
+103%
减持
NUBD
NUSHARES ETF TR
-$413.3K
14,578
-55%
增持
IVV
ISHARES TR
+$411.7K
31,910
+0%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$409.8K
53,413
-1%
建仓
UFO
PROCURE ETF TRUST II
+$402.0K
17,313
减持
SPAB
SPDR SER TR
-$390.1K
35,645
-27%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$369.7K
15,250
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$366.5K
41,036
+35%
减持
LEMB
ISHARES INC
-$360.6K
17,502
-32%
清仓
VLO
VALERO ENERGY CORP
-$351.5K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$348.1K
39,221
-1%
建仓
CCD
CALAMOS DYNAMIC CONV & INCOM
+$346.9K
14,272
建仓
SUSC
ISHARES TR
+$337.0K
14,831
增持
SUSL
ISHARES TR
+$332.1K
17,919
+20%
减持
HDV
ISHARES TR
-$328.6K
13,134
-14%
建仓
MSTR
MICROSTRATEGY INC
+$325.0K
1,122
建仓
TMSL
T ROWE PRICE ETF INC
+$324.6K
10,067
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$302.9K
4,005
增持
SOFI
SOFI TECHNOLOGIES INC
+$295.6K
36,355
+8%
清仓
AGG
ISHARES TR
-$289.7K
0
-100%
增持
DMXF
ISHARES TR
-$281.9K
41,071
+1%
增持
BITB
BITWISE BITCOIN ETF TR
+$276.1K
14,029
+11%
建仓
WEC
WEC ENERGY GROUP INC
+$270.8K
2,879
减持
PEP
PEPSICO INC
-$268.8K
1,719
-45%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$268.7K
14,058
-27%
清仓
MOD
MODINE MFG CO
-$265.8K
0
-100%
清仓
INTU
INTUIT
-$264.4K
0
-100%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$263.0K
392,513
+4%
清仓
VLUE
ISHARES TR
-$262.7K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$260.7K
14,172
+152%
建仓
IEFA
ISHARES TR
+$259.3K
3,690
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$257.8K
26,548
-14%
减持
USFR
WISDOMTREE TR
-$257.6K
18,296
-22%
清仓
PFE
PFIZER INC
-$257.0K
0
-100%
增持
AVGO
BROADCOM INC
+$254.2K
3,571
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$252.3K
35,810
-7%
增持
IWF
ISHARES TR
+$250.5K
2,986
+18%
建仓
WFC
WELLS FARGO CO NEW
+$246.3K
3,507
清仓
—
EATON CORP PLC
-$241.3K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$237.7K
0
-100%
减持
MSFT
MICROSOFT CORP
-$237.5K
18,426
-1%
清仓
SHYG
ISHARES TR
-$236.6K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$230.4K
27,516
-4%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$230.0K
4,016
减持
MRK
MERCK & CO INC
-$226.3K
3,083
-34%
清仓
CVX
CHEVRON CORP NEW
-$223.4K
0
-100%
建仓
TLH
ISHARES TR
+$215.6K
2,166
建仓
BX
BLACKSTONE INC
+$215.5K
1,250
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$215.3K
2,908
建仓
—
XAI OCTAGN FLT RAT & ALT INM
+$214.9K
32,360
清仓
DHR
DANAHER CORPORATION
-$213.8K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$212.6K
1,192
减持
LLY
ELI LILLY & CO
-$212.4K
798
-15%
建仓
XME
SPDR SER TR
+$211.6K
3,728
建仓
TTD
THE TRADE DESK INC
+$205.7K
1,750
清仓
—
FERRARI N V
-$205.4K
0
-100%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$201.3K
9,280
+79%
建仓
PSCE
INVESCO EXCH TRADED FD TR II
+$201.2K
4,157
清仓
EFG
ISHARES TR
-$200.1K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$199.5K
4,339
+67%
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$197.1K
13,500
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$196.7K
56,027
+6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$195.5K
69,150
+13%
减持
FEMB
FIRST TR EXCH TRADED FD III
-$194.0K
38,776
-6%
建仓
PFLT
PENNANTPARK FLOATING RATE CA
+$191.3K
17,500
增持
USB
US BANCORP DEL
+$188.5K
88,215
+0%
增持
GWX
SPDR INDEX SHS FDS
-$188.3K
106,799
+4%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$186.9K
11,898
-3%
减持
SLVP
ISHARES INC
-$186.2K
52,853
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$184.0K
2,255
+24%
减持
VBR
VANGUARD INDEX FDS
-$182.9K
12,428
-6%
减持
QEFA
SPDR INDEX SHS FDS
-$181.4K
6,200
-21%
增持
TCAF
T ROWE PRICE ETF INC
+$176.5K
45,397
+13%
减持
VNQ
VANGUARD INDEX FDS
-$175.2K
16,025
-3%
减持
SCHH
SCHWAB STRATEGIC TR
-$170.8K
38,512
-9%
减持
USXF
ISHARES TR
-$165.4K
71,416
-6%
减持
HYXF
ISHARES TR
-$164.5K
20,209
-13%
增持
VCEB
VANGUARD WORLD FD
+$163.0K
9,483
+45%
增持
IEUR
ISHARES TR
-$160.3K
23,466
+0%
减持
VUG
VANGUARD INDEX FDS
-$159.1K
3,862
-15%
增持
BIL
SPDR SER TR
+$158.7K
10,276
+21%
增持
NFLX
NETFLIX INC
+$155.6K
734
+4%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$141.7K
14,417
-33%
减持
GLD
SPDR GOLD TR
-$141.3K
10,022
-5%
减持
DNUT
KRISPY KREME INC
-$140.8K
20,685
-36%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$140.6K
216,209
+1%
增持
CRM
SALESFORCE INC
+$140.2K
2,133
+2%
减持
NUDM
NUSHARES ETF TR
-$135.2K
14,071
-15%
增持
SCHE
SCHWAB STRATEGIC TR
-$134.2K
59,649
+1%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$130.8K
54,859
-2%
减持
FSMB
FIRST TR EXCH TRADED FD III
-$130.2K
14,855
-30%
减持
NULV
NUSHARES ETF TR
-$129.1K
14,086
-14%
增持
—
EXXON MOBIL CORP
-$126.1K
13,571
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$124.2K
121,565
+5%
增持
COST
COSTCO WHSL CORP NEW
+$123.0K
3,329
+1%
增持
ICLN
ISHARES TR
-$118.0K
49,620
+7%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$117.8K
7,681
-25%
减持
REMX
VANECK ETF TRUST
-$117.0K
9,251
-11%
增持
ETHO
AMPLIFY ETF TR
+$113.4K
11,419
+20%
减持
NUSC
NUSHARES ETF TR
-$111.0K
19,758
-10%
减持
NULG
NUSHARES ETF TR
-$109.7K
7,700
-17%
增持
BWX
SPDR SER TR
+$109.7K
89,849
+16%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$106.5K
119,166
-0%
减持
INDA
ISHARES TR
-$105.4K
4,519
-23%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$103.8K
5,928
-14%
减持
VO
VANGUARD INDEX FDS
-$103.7K
24,094
-2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$102.4K
16,300
+17%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$102.3K
2,963
-24%
增持
IWD
ISHARES TR
+$101.1K
4,433
+17%
减持
VOO
VANGUARD INDEX FDS
+$100.7K
28,546
-1%
增持
SPMD
SPDR SER TR
+$100.4K
115,134
+2%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$98.7K
24,410
-13%
减持
EBND
SPDR SER TR
-$98.5K
54,232
-0%
增持
ITOT
ISHARES TR
+$98.2K
15,148
+3%
建仓
GLO
CLOUGH GLOBAL OPPORTUNITIES
+$97.3K
19,000
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$97.0K
17,382
+9%
