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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 36
增持 79
减持 21
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$6.9M
854,365
+17%
增持
SPYM
SPDR SERIES TRUST
+$5.1M
409,484
+10%
增持
BWX
SPDR SERIES TRUST
+$4.4M
399,349
+94%
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
+$3.9M
35,072
+11%
增持
AAPL
APPLE INC
+$3.2M
60,586
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.2M
148,030
+29%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$3.2M
677,378
+26%
增持
ITOT
ISHARES TR
+$2.6M
30,822
+115%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.4M
134,338
+20%
增持
GLDM
WORLD GOLD TR
+$2.3M
112,613
+17%
减持
JPIB
J P MORGAN EXCHANGE TRADED F
-$2.2M
11,720
-79%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.2M
438,668
+11%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.9M
536,772
+15%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.8M
340,384
+11%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.8M
161,408
+12%
增持
EWJ
ISHARES INC
+$1.7M
74,047
+32%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$1.6M
12,114
增持
GOOGL
ALPHABET INC
+$1.6M
20,236
+6%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.5M
32,355
+129%
清仓
TLH
ISHARES TR
-$1.2M
0
-100%
增持
IJR
ISHARES TR
+$1.2M
44,583
+19%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
26,243
+0%
建仓
MFDX
PIMCO EQUITY SER
+$1.1M
29,210
增持
BWZ
SPDR SERIES TRUST
+$1.1M
219,051
+22%
建仓
AGG
ISHARES TR
+$993.8K
9,913
增持
IEFA
ISHARES TR
+$853.4K
14,470
+195%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$841.4K
131,766
+7%
增持
IEMG
ISHARES INC
+$813.9K
21,428
+115%
增持
ANET
ARISTA NETWORKS INC
+$810.4K
18,509
+0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$799.6K
32,261
+94%
增持
TSLA
TESLA INC
+$750.9K
4,014
+23%
建仓
MFEM
PIMCO EQUITY SER
+$750.2K
33,315
减持
NVDA
NVIDIA CORPORATION
+$725.3K
27,376
-1%
减持
IJH
ISHARES TR
+$723.4K
229,728
-0%
增持
USRT
ISHARES TR
+$709.8K
45,709
+31%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$706.2K
28,443
+130%
建仓
TOUS
T ROWE PRICE ETF INC
+$694.6K
20,660
增持
VO
VANGUARD INDEX FDS
+$658.9K
24,419
+5%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$654.0K
105,645
+25%
增持
VYMI
VANGUARD WHITEHALL FDS
+$643.6K
78,579
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$641.4K
179,907
+2%
增持
MSFT
MICROSOFT CORP
+$640.1K
19,615
+2%
增持
COST
COSTCO WHSL CORP NEW
+$626.3K
4,197
+27%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$616.4K
92,309
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$605.0K
115,138
+1%
增持
AVGO
BROADCOM INC
+$595.8K
5,101
+29%
增持
SLVP
ISHARES INC
+$586.1K
60,765
+1%
增持
PYLD
PIMCO ETF TR
+$570.5K
151,271
+15%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$549.6K
18,580
+2%
清仓
UDI
USCF ETF TR
-$547.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$537.4K
16,623
+34%
建仓
MFUS
PIMCO EQUITY SER
+$525.1K
9,335
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$516.8K
4,289
建仓
RAFE
PIMCO EQUITY SER
+$498.3K
12,243
减持
SCHX
SCHWAB STRATEGIC TR
+$475.5K
330,062
-2%
增持
IWM
ISHARES TR
+$450.1K
15,435
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$437.7K
14,351
+21%
建仓
AVSE
AMERICAN CENTY ETF TR
+$434.8K
6,840
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$432.6K
68,661
-10%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$424.1K
71,965
+13%
清仓
—
SPDR SERIES TRUST
-$422.8K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$397.1K
11,437
减持
IAU
ISHARES GOLD TR
+$394.6K
38,785
-0%
减持
GLD
SPDR GOLD TR
+$393.3K
8,850
-2%
清仓
—
MANAGED PORTFOLIO SERIES
-$362.4K
0
-100%
建仓
CBRE
CBRE GROUP INC
+$360.5K
2,288
建仓
PH
PARKER-HANNIFIN CORP
+$355.6K
469
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$353.1K
11,967
+10%
清仓
AGGY
WISDOMTREE TR
-$338.1K
0
-100%
增持
FEZ
SPDR INDEX SHS FDS
+$329.4K
42,716
+10%
增持
LLY
ELI LILLY & CO
+$325.2K
1,340
+50%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$323.5K
4,721
+20%
增持
SCHE
SCHWAB STRATEGIC TR
+$322.9K
71,039
+5%
增持
HOOD
ROBINHOOD MKTS INC
+$317.6K
5,179
+14%
减持
EMXF
ISHARES TR
-$314.0K
24,084
-26%
清仓
—
MICROSTRATEGY INC
-$313.9K
0
-100%
清仓
INDA
ISHARES TR
-$311.8K
0
-100%
增持
META
META PLATFORMS INC
+$302.3K
3,054
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$298.8K
2,841
+22%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$282.5K
25,253
-16%
增持
VTI
VANGUARD INDEX FDS
+$271.2K
11,174
+0%
增持
USB
US BANCORP DEL
+$271.0K
87,199
+0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$268.0K
24,732
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$267.9K
4,774
+12%
建仓
RTX
RTX CORPORATION
+$257.4K
1,572
增持
OUNZ
VANECK MERK GOLD ETF
+$254.9K
44,296
+1%
建仓
—
ACCENTURE PLC IRELAND
+$251.0K
1,018
增持
FNDE
SCHWAB STRATEGIC TR
+$248.7K
15,020
+68%
建仓
TXN
TEXAS INSTRS INC
+$247.1K
1,345
增持
ABBV
ABBVIE INC
+$245.4K
3,090
+22%
减持
VB
VANGUARD INDEX FDS
+$242.7K
22,263
-3%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$240.9K
0
-100%
增持
SPMD
SPDR SERIES TRUST
+$239.5K
49,283
+4%
建仓
BX
BLACKSTONE INC
+$239.2K
1,400
减持
GOOG
ALPHABET INC
+$239.0K
4,345
-6%
增持
VUG
VANGUARD INDEX FDS
+$238.3K
4,112
+4%
建仓
RING
ISHARES INC
+$237.8K
3,685
建仓
PSCE
INVESCO EXCH TRADED FD TR II
+$236.3K
5,614
清仓
DXYZ
DESTINY TECH100 INC
-$236.2K
0
-100%
建仓
—
TOTALENERGIES SE
+$234.2K
3,922
减持
SUSL
ISHARES TR
-$230.3K
15,822
-18%
减持
GUNR
FLEXSHARES TR
+$230.2K
68,121
-1%
建仓
LOW
LOWES COS INC
+$227.7K
906
减持
SPY
SPDR S&P 500 ETF TR
-$225.3K
9,209
-11%
清仓
SPYV
SPDR SERIES TRUST
-$225.2K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$223.4K
2,960
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$223.3K
3,097
建仓
APP
APPLOVIN CORP
+$220.6K
307
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$219.5K
0
-100%
建仓
TJX
TJX COS INC NEW
+$218.5K
1,512
建仓
VLUE
ISHARES TR
+$216.5K
1,731
建仓
CMDT
PIMCO ETF TR
+$215.1K
7,850
建仓
RWO
SPDR INDEX SHS FDS
+$214.8K
4,693
增持
HD
HOME DEPOT INC
+$213.9K
2,012
+23%
增持
AMZN
AMAZON COM INC
+$213.7K
13,786
+8%
清仓
JPEM
J P MORGAN EXCHANGE TRADED F
-$211.8K
0
-100%
建仓
D
DOMINION ENERGY INC
+$211.7K
3,461
建仓
DFJ
WISDOMTREE TR
+$210.6K
2,221
建仓
QQQI
NEOS ETF TRUST
+$209.9K
3,873
减持
USFR
WISDOMTREE TR
-$209.7K
4,651
-47%
增持
NUSC
NUSHARES ETF TR
+$208.8K
23,487
+16%
建仓
—
EATON CORP PLC
+$208.5K
557
建仓
CMI
CUMMINS INC
+$207.8K
492
建仓
AFL
AFLAC INC
+$205.5K
1,840
建仓
UBER
UBER TECHNOLOGIES INC
+$205.4K
2,097
增持
JNJ
JOHNSON & JOHNSON
+$205.3K
3,819
+16%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$203.6K
33,110
+11%
清仓
INTU
INTUIT
-$203.2K
0
-100%
清仓
NOW
SERVICENOW INC
-$201.5K
0
-100%
建仓
FYX
FIRST TR EXCHANGE-TRADED ALP
+$200.9K
1,843
增持
VCEB
VANGUARD WORLD FD
+$199.4K
13,041
+30%
减持
SCHO
SCHWAB STRATEGIC TR
-$195.5K
74,194
-10%
增持
VFMF
VANGUARD WELLINGTON FD
+$186.3K
17,223
+1%
增持
URA
GLOBAL X FDS
+$180.4K
20,636
+0%
减持
SPSM
SPDR SERIES TRUST
+$180.3K
52,187
-1%
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$174.1K
10,397
减持
BGRN
ISHARES TR
-$171.2K
16,847
-18%
增持
IEUR
ISHARES TR
+$162.8K
26,685
+7%
增持
EMNT
PIMCO ETF TR
+$162.0K
15,433
+12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$161.1K
2,379
+7%
减持
USXF
ISHARES TR
+$160.9K
66,329
-2%
增持
VTV
VANGUARD INDEX FDS
+$152.7K
7,046
+7%
增持
XME
SPDR SERIES TRUST
+$140.4K
4,087
+14%
减持
SPEM
SPDR INDEX SHS FDS
+$133.6K
59,645
-4%
减持
HYXF
ISHARES TR
-$132.2K
7,420
-27%
增持
BIL
SPDR SERIES TRUST
+$131.3K
14,827
+11%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$131.2K
27,689
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$130.3K
7,323
+25%
增持
SCHD
SCHWAB STRATEGIC TR
+$126.7K
39,432
+10%
增持
BLK
BLACKROCK INC
+$125.3K
319
+36%
