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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 21
增持 48
减持 49
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
SPEM
SPDR INDEX SHS FDS
-$10.0M
72,084
-78%
增持
SPDW
SPDR INDEX SHS FDS
+$9.7M
684,305
+54%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$7.9M
279,039
+134%
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
IJH
ISHARES TR
+$7.9M
206,887
+210%
建仓
AVEM
AMERICAN CENTY ETF TR
+$6.2M
102,981
减持
SPYM
SPDR SER TR
-$5.5M
344,866
-16%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.0M
390,037
+34%
减持
SPSM
SPDR SER TR
-$4.8M
64,040
-61%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.7M
136,687
+144%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$4.5M
588,451
+50%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$3.8M
105,008
-30%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$3.7M
71,532
-67%
减持
SPMD
SPDR SER TR
-$3.6M
52,026
-55%
建仓
EWJ
ISHARES INC
+$3.3M
47,806
清仓
JNK
SPDR SER TR
-$3.1M
0
-100%
减持
GWX
SPDR INDEX SHS FDS
-$2.4M
28,826
-73%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$2.2M
46,095
增持
IJR
ISHARES TR
+$2.2M
32,403
+206%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.1M
56,543
-42%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.9M
73,422
建仓
TBIL
RBB FD INC
+$1.8M
36,840
清仓
VEEV
VEEVA SYS INC
-$1.7M
0
-100%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.7M
489,802
+16%
建仓
USRT
ISHARES TR
+$1.6M
28,468
增持
GLDM
WORLD GOLD TR
+$1.5M
95,111
+13%
增持
AAPL
APPLE INC
-$1.4M
59,653
+2%
建仓
FEZ
SPDR INDEX SHS FDS
+$1.4M
25,079
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.3M
99,920
-18%
减持
ANET
ARISTA NETWORKS INC
-$1.3M
18,313
-24%
清仓
FISR
SSGA ACTIVE TR
-$1.2M
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.1M
177,462
-1%
清仓
SPIB
SPDR SER TR
-$1.1M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
9,852
-12%
清仓
CERY
SPDR SER TR
-$1.1M
0
-100%
清仓
EBND
SPDR SER TR
-$1.1M
0
-100%
减持
IVV
ISHARES TR
-$1.1M
31,556
-1%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.0M
397,262
+9%
减持
RWO
SPDR INDEX SHS FDS
-$997.0K
7,846
-75%
减持
VOO
VANGUARD INDEX FDS
-$801.4K
28,371
-1%
增持
MSFT
MICROSOFT CORP
-$736.2K
18,728
+2%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$720.3K
0
-100%
减持
VB
VANGUARD INDEX FDS
-$698.5K
24,463
-4%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$693.1K
75,516
-43%
清仓
EMHC
SPDR SER TR
-$673.8K
0
-100%
减持
GOOG
ALPHABET INC
-$663.2K
5,148
-33%
增持
NVDA
NVIDIA CORPORATION
-$660.3K
28,003
+2%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$658.2K
0
-100%
建仓
SGOV
ISHARES TR
+$637.1K
6,329
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$590.4K
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$559.9K
0
-100%
增持
GOOGL
ALPHABET INC
-$544.4K
19,983
+4%
减持
DXYZ
DESTINY TECH100 INC
-$516.3K
6,200
-50%
增持
VYMI
VANGUARD WHITEHALL FDS
+$489.6K
70,341
+2%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$487.1K
7,875
减持
TSLA
TESLA INC
-$487.1K
2,833
-6%
增持
USB
US BANCORP DEL
-$486.8K
88,407
+0%
增持
IAU
ISHARES GOLD TR
+$438.9K
42,886
+2%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$422.7K
9,026
-63%
减持
VO
VANGUARD INDEX FDS
-$419.3K
22,986
-5%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$416.2K
17,956
+3%
减持
USXF
ISHARES TR
-$407.0K
67,363
-6%
清仓
REMX
VANECK ETF TRUST
-$360.9K
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$356.4K
72,153
+5%
减持
USFR
WISDOMTREE TR
-$348.3K
11,372
-38%
清仓
CCD
CALAMOS DYNAMIC CONV & INCOM
-$346.9K
0
-100%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$343.2K
0
-100%
清仓
SUSC
ISHARES TR
-$337.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$316.9K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$316.6K
0
-100%
减持
SDY
SPDR SER TR
-$311.1K
1,670
-59%
清仓
TIPX
SPDR SER TR
-$302.4K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$298.8K
116,425
-1%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$294.7K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$290.4K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$288.4K
9,182
+92%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$278.9K
19,660
-26%
增持
IWM
ISHARES TR
-$276.5K
15,283
+2%
清仓
ESGV
VANGUARD WORLD FD
-$274.8K
0
-100%
清仓
IGRO
ISHARES TR
-$272.5K
0
-100%
建仓
JMHI
J P MORGAN EXCHANGE TRADED F
+$270.5K
5,356
建仓
AMGN
AMGEN INC
+$268.2K
861
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$263.3K
32,053
-10%
建仓
RING
ISHARES INC
+$261.2K
6,810
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$256.9K
20,240
+24%
建仓
CVX
CHEVRON CORP NEW
+$251.1K
1,501
增持
SCHX
SCHWAB STRATEGIC TR
-$250.5K
313,453
+1%
建仓
—
TIDAL TR II
+$242.4K
11,924
建仓
EFG
ISHARES TR
+$241.0K
2,410
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$239.1K
4,897
建仓
ISRG
INTUITIVE SURGICAL INC
+$238.4K
481
增持
AMZN
AMAZON COM INC
-$235.2K
11,947
+4%
建仓
BCAT
BLACKROCK CAP ALLOCATION TER
+$233.5K
16,213
建仓
SPYI
NEOS ETF TRUST
+$233.0K
4,865
减持
ITOT
ISHARES TR
-$229.3K
14,089
-7%
减持
GUNR
FLEXSHARES TR
-$223.1K
64,776
-14%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$223.1K
0
-100%
增持
DMXF
ISHARES TR
+$217.6K
42,644
+4%
清仓
TLH
ISHARES TR
-$215.6K
0
-100%
清仓
BX
BLACKSTONE INC
-$215.5K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$215.3K
0
-100%
建仓
PBTP
INVESCO EXCH TRADED FD TR II
+$213.4K
8,218
清仓
ACWV
ISHARES INC
-$212.4K
0
-100%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$211.1K
90,208
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$209.2K
11,266
-20%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$207.6K
2,606
-40%
清仓
TTD
THE TRADE DESK INC
-$205.7K
0
-100%
清仓
DNUT
KRISPY KREME INC
-$205.4K
0
-100%
清仓
SPHY
SPDR SER TR
-$201.6K
0
-100%
清仓
PSCE
INVESCO EXCH TRADED FD TR II
-$201.2K
0
-100%
建仓
FNDE
SCHWAB STRATEGIC TR
+$201.1K
6,528
增持
OUNZ
VANECK MERK GOLD ETF
+$200.9K
41,615
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$198.5K
2,292
+2%
清仓
PFLT
PENNANTPARK FLOATING RATE CA
-$191.3K
0
-100%
减持
FTEC
FIDELITY COVINGTON TRUST
-$188.8K
1,292
-40%
减持
SLVP
ISHARES INC
+$181.4K
52,780
-0%
减持
FMB
FIRST TR EXCH TRADED FD III
-$180.5K
6,605
-34%
减持
VBR
VANGUARD INDEX FDS
-$180.4K
12,253
-1%
增持
—
EXXON MOBIL CORP
+$178.3K
13,774
+1%
减持
VUG
VANGUARD INDEX FDS
-$176.7K
3,798
-2%
减持
GLD
SPDR GOLD TR
+$176.4K
9,034
-10%
增持
AVGO
BROADCOM INC
-$174.0K
3,906
+9%
减持
QQQ
INVESCO QQQ TR
-$167.8K
2,540
-4%
增持
IEUR
ISHARES TR
+$163.1K
23,770
+1%
减持
UFO
PROCURE ETF TRUST II
-$163.0K
10,828
-37%
增持
VTI
VANGUARD INDEX FDS
+$162.3K
7,746
+14%
增持
FNDF
SCHWAB STRATEGIC TR
+$160.8K
17,472
+23%
增持
JNJ
JOHNSON & JOHNSON
+$159.5K
3,177
+25%
增持
BIL
SPDR SER TR
+$158.5K
11,970
+16%
增持
NUBD
NUSHARES ETF TR
+$150.0K
21,072
+45%
增持
VIGI
VANGUARD WHITEHALL FDS
+$149.0K
39,622
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$147.7K
119,466
-6%
减持
VFMF
VANGUARD WELLINGTON FD
-$145.6K
21,201
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$144.9K
109,802
+0%
增持
UDI
USCF ETF TR
+$139.2K
22,865
+24%
增持
EMNT
PIMCO ETF TR
+$138.1K
10,802
+14%
增持
CRM
SALESFORCE INC
-$122.7K
2,200
+3%
减持
SPAB
SPDR SER TR
-$120.7K
30,152
-15%
增持
BWX
SPDR SER TR
+$118.9K
93,372
+4%
减持
SCHP
SCHWAB STRATEGIC TR
-$118.3K
20,039
-21%
减持
HDV
ISHARES TR
+$114.5K
13,119
-0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$110.4K
24,480
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$107.6K
6,798
+48%
减持
NUSC
NUSHARES ETF TR
-$107.1K
18,791
-5%
增持
LLY
ELI LILLY & CO
+$106.6K
875
+10%
减持
MSTR
MICROSTRATEGY INC
-$105.9K
760
-32%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$105.6K
2,475
+7%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$104.5K
47,033
+15%
减持
SHYD
VANECK ETF TRUST
-$101.3K
9,999
-31%
增持
V
VISA INC
+$101.0K
1,568
+11%
减持
DGRO
ISHARES TR
-$100.8K
14,701
-11%
