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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 73
减持 41
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$4.8M
733,191
+7%
增持
SPYM
SPDR SERIES TRUST
+$4.3M
371,718
+8%
增持
BWX
SPDR SERIES TRUST
+$2.8M
205,328
+120%
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
MSFT
MICROSOFT CORP
+$2.5M
19,138
+2%
增持
IJH
ISHARES TR
+$2.2M
229,926
+11%
增持
IVV
ISHARES TR
+$1.9M
31,590
+0%
清仓
TBIL
RBB FD INC
-$1.8M
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.7M
115,120
+12%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.4M
307,531
+10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.4M
76,572
-23%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
27,737
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.3M
336,281
+7%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
11,173
+44%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.2M
176,679
-0%
建仓
TLH
ISHARES TR
+$1.2M
12,015
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
123,713
+6%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$1.1M
538,046
-9%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
144,587
+6%
减持
AAPL
APPLE INC
-$1.1M
59,387
-0%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.0M
19,139
增持
FEZ
SPDR INDEX SHS FDS
+$959.6K
38,911
+55%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$941.4K
91,000
+1%
增持
EWJ
ISHARES INC
+$919.3K
55,981
+17%
减持
SCHO
SCHWAB STRATEGIC TR
-$902.4K
82,257
-31%
增持
SPY
SPDR S&P 500 ETF TR
+$849.0K
10,294
+4%
增持
BWZ
SPDR SERIES TRUST
+$847.5K
179,140
+13%
增持
VYMI
VANGUARD WHITEHALL FDS
+$827.0K
75,027
+7%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$794.9K
112,310
+7%
增持
SCHR
SCHWAB STRATEGIC TR
+$768.3K
425,395
+7%
增持
IJR
ISHARES TR
+$700.4K
37,417
+15%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$654.1K
113,707
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$596.2K
30,070
+49%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
+$569.9K
57,125
+24%
增持
VO
VANGUARD INDEX FDS
+$569.4K
23,278
+1%
增持
AMZN
AMAZON COM INC
+$540.2K
12,823
+7%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$520.4K
29,910
-36%
增持
PYLD
PIMCO ETF TR
+$513.8K
131,485
+16%
增持
USXF
ISHARES TR
+$496.6K
67,502
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$496.0K
467,120
-5%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$491.7K
14,125
+79%
增持
META
META PLATFORMS INC
+$485.3K
2,629
+4%
增持
CWI
SPDR INDEX SHS FDS
+$476.6K
136,585
+1%
建仓
ASTS
AST SPACEMOBILE INC
+$469.0K
10,036
增持
ANET
ARISTA NETWORKS INC
+$467.6K
18,439
+1%
增持
GLDM
WORLD GOLD TR
+$443.4K
96,609
+2%
增持
AVGO
BROADCOM INC
+$433.1K
3,944
+1%
建仓
HOOD
ROBINHOOD MKTS INC
+$423.9K
4,527
减持
VBR
VANGUARD INDEX FDS
-$419.7K
9,553
-22%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$416.7K
81,494
+13%
增持
SCHC
SCHWAB STRATEGIC TR
+$416.0K
38,534
+13%
减持
HYXF
ISHARES TR
-$393.0K
10,201
-46%
增持
JPM
JPMORGAN CHASE & CO.
+$391.8K
4,270
+24%
减持
VFMF
VANGUARD WELLINGTON FD
-$379.3K
17,090
-19%
增持
DMXF
ISHARES TR
+$375.6K
43,623
+2%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$373.8K
53,124
-26%
增持
SCHE
SCHWAB STRATEGIC TR
+$373.6K
67,935
+12%
减持
SPSM
SPDR SERIES TRUST
-$372.6K
52,512
-18%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$362.8K
63,668
+13%
增持
NFLX
NETFLIX INC
+$360.5K
813
+4%
建仓
BSV
VANGUARD BD INDEX FDS
+$353.1K
4,487
减持
HDV
ISHARES TR
-$350.6K
10,569
-19%
清仓
RWO
SPDR INDEX SHS FDS
-$342.4K
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$332.9K
0
-100%
增持
USRT
ISHARES TR
+$332.6K
34,872
+22%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$331.6K
396,917
+2%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$329.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$325.5K
3,955
+4%
减持
URA
GLOBAL X FDS
+$324.0K
20,597
-1%
建仓
—
MICROSTRATEGY INC
+$313.9K
2,594
建仓
AMD
ADVANCED MICRO DEVICES INC
+$305.5K
2,153
减持
—
EXXON MOBIL CORP
-$301.3K
12,401
-10%
增持
TSLA
TESLA INC
+$299.9K
3,255
+15%
增持
EMNT
PIMCO ETF TR
+$297.2K
13,810
+28%
清仓
TMSL
T ROWE PRICE ETF INC
-$296.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$293.3K
26,184
-8%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$291.9K
56,611
-25%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$281.7K
13,644
+15%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
+$280.6K
52,675
-1%
增持
BITB
BITWISE BITCOIN ETF TR
+$278.5K
15,500
+10%
增持
SLVP
ISHARES INC
+$277.6K
60,053
+14%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$276.2K
5,646
-50%
减持
SUB
ISHARES TR
-$272.6K
21,649
-11%
减持
GOOGL
ALPHABET INC
+$268.6K
19,059
-5%
清仓
RING
ISHARES INC
-$261.2K
0
-100%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$261.2K
0
-100%
清仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$261.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$252.9K
10,851
-52%
增持
IWF
ISHARES TR
+$251.1K
3,483
+2%
建仓
BLK
BLACKROCK INC
+$246.6K
235
清仓
—
TIDAL TR II
-$242.4K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$241.9K
24,207
-7%
建仓
FCX
FREEPORT-MCMORAN INC
+$239.7K
5,529
清仓
UFO
PROCURE ETF TRUST II
-$239.0K
0
-100%
减持
IWM
ISHARES TR
+$235.9K
15,221
-0%
增持
QQQ
INVESCO QQQ TR
+$233.9K
2,583
+2%
增持
GUNR
FLEXSHARES TR
+$233.2K
68,524
+6%
建仓
KLAC
KLA CORP
+$231.1K
258
建仓
ABT
ABBOTT LABS
+$227.8K
1,675
清仓
SHYD
VANECK ETF TRUST
-$224.9K
0
-100%
建仓
MS
MORGAN STANLEY
+$224.8K
1,596
增持
IEUR
ISHARES TR
+$223.7K
25,000
+5%
建仓
GE
GE AEROSPACE
+$222.7K
865
建仓
LRCX
LAM RESEARCH CORP
+$222.2K
2,283
建仓
FKU
FIRST TR EXCH TRD ALPHDX FD
+$220.5K
4,702
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$220.2K
2,222
+30%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$219.5K
2,588
减持
SUSL
ISHARES TR
+$216.4K
19,217
-1%
增持
COST
COSTCO WHSL CORP NEW
+$216.4K
3,292
+2%
建仓
PFE
PFIZER INC
+$215.9K
8,905
增持
ITOT
ISHARES TR
+$215.6K
14,326
+2%
清仓
PBTP
INVESCO EXCH TRADED FD TR II
-$213.4K
0
-100%
建仓
QUAL
ISHARES TR
+$213.4K
1,167
减持
USB
US BANCORP DEL
+$210.8K
87,145
-1%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$209.8K
779
减持
UNH
UNITEDHEALTH GROUP INC
-$209.6K
822
-8%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$208.4K
84,401
+15%
建仓
—
LINDE PLC
+$208.3K
444
建仓
INTU
INTUIT
+$203.2K
258
清仓
MTGP
WISDOMTREE TR
-$202.7K
0
-100%
建仓
NOW
SERVICENOW INC
+$201.5K
196
建仓
CERY
SPDR SERIES TRUST
+$201.1K
7,384
减持
BND
VANGUARD BD INDEX FDS
-$197.8K
39,609
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$196.5K
3,944
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$193.5K
12,390
+49%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$192.5K
18,229
+2%
增持
FEMB
FIRST TR EXCH TRADED FD III
+$187.6K
43,439
+9%
减持
SCHD
SCHWAB STRATEGIC TR
-$181.1K
35,841
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$179.6K
62,198
-14%
增持
SCZ
ISHARES TR
+$177.5K
15,309
+4%
增持
ORCL
ORACLE CORP
+$171.4K
1,988
+6%
增持
SPAB
SPDR SERIES TRUST
+$167.3K
36,617
+21%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$160.7K
18,880
-30%
减持
GLD
SPDR GOLD TR
+$149.6K
9,030
-0%
减持
BCI
ABRDN ETFS
-$149.0K
30,713
-16%
减持
DGRO
ISHARES TR
-$143.0K
11,968
-19%
减持
SCHH
SCHWAB STRATEGIC TR
-$140.8K
32,829
-15%
增持
OUNZ
VANECK MERK GOLD ETF
+$138.3K
43,664
+5%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$133.3K
7,522
+54%
增持
BIL
SPDR SERIES TRUST
+$131.1K
13,399
+12%
增持
MSTR
MICROSTRATEGY INC
+$130.6K
865
+14%
减持
USFR
WISDOMTREE TR
-$128.8K
8,816
-22%
减持
BGRN
ISHARES TR
-$128.3K
20,600
-12%
减持
UDI
USCF ETF TR
-$125.5K
18,276
-20%
增持
IEFA
ISHARES TR
+$117.9K
4,911
+27%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$112.7K
3,228
+24%
增持
SPYI
NEOS ETF TRUST
+$112.5K
6,865
+41%
增持
GS
GOLDMAN SACHS GROUP INC
+$107.5K
557
+6%
增持
NUSC
NUSHARES ETF TR
+$106.5K
20,299
+8%
增持
VTEB
VANGUARD MUN BD FDS
+$105.6K
9,033
+33%
减持
VNQ
VANGUARD INDEX FDS
-$104.3K
14,461
-6%
