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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 22
增持 80
减持 36
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$13.4M
1,123,883
+32%
增持
SPYM
SPDR SERIES TRUST
+$8.5M
505,783
+24%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.2M
198,732
+34%
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
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.1M
420,927
+24%
增持
IJH
ISHARES TR
+$4.0M
287,218
+25%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.9M
522,904
+19%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$3.7M
175,919
+31%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$3.7M
842,312
+24%
建仓
USEW
EA SERIES TRUST
+$3.4M
67,215
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.4M
204,867
+27%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.3M
668,341
+25%
增持
BIL
SPDR SERIES TRUST
+$2.7M
44,120
+198%
增持
SGOV
ISHARES TR
+$2.4M
28,288
+517%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.2M
74,832
+132%
增持
GLDM
WORLD GOLD TR
+$2.1M
125,309
+11%
增持
GOOGL
ALPHABET INC
+$2.1M
22,278
+10%
增持
EWJ
ISHARES INC
+$1.9M
97,481
+32%
减持
ITOT
ISHARES TR
-$1.4M
20,983
-32%
增持
IJR
ISHARES TR
+$1.4M
55,319
+24%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.3M
46,095
+42%
增持
BWX
SPDR SERIES TRUST
+$1.2M
460,268
+15%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.0M
183,462
+2%
建仓
GEW
EA SERIES TRUST
+$980.4K
19,073
减持
AAPL
APPLE INC
+$932.7K
60,177
-1%
增持
PYLD
PIMCO ETF TR
+$903.0K
186,022
+23%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$857.3K
47,039
+65%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$779.3K
38,298
+52%
减持
GSLC
GOLDMAN SACHS ETF TR
-$756.2K
6,210
-49%
减持
GLTR
ABRDN PRECIOUS METALS BASKET
+$736.0K
18,511
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$716.4K
137,817
+5%
增持
USRT
ISHARES TR
+$705.4K
59,472
+30%
增持
GOOG
ALPHABET INC
+$665.9K
5,499
+27%
增持
MFEM
PIMCO EQUITY SER
+$583.8K
57,690
+73%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$569.8K
142,317
+35%
减持
AGG
ISHARES TR
-$569.1K
4,252
-57%
减持
META
META PLATFORMS INC
-$556.4K
2,555
-16%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$550.3K
70,447
-11%
增持
LLY
ELI LILLY & CO
+$537.2K
1,451
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$536.2K
82,764
+15%
增持
EXAS
EXACT SCIENCES CORP
+$530.3K
11,217
+16%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$516.8K
0
-100%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$510.7K
7,042
+88%
减持
BITB
BITWISE BITCOIN ETF TR
-$460.8K
10,589
-32%
建仓
LMT
LOCKHEED MARTIN CORP
+$457.1K
945
建仓
MCK
MCKESSON CORP
+$443.0K
540
增持
USB
US BANCORP DEL
+$442.4K
87,270
+0%
增持
SLVP
ISHARES INC
+$429.5K
60,801
+0%
建仓
BIV
VANGUARD BD INDEX FDS
+$425.4K
5,462
减持
COST
COSTCO WHSL CORP NEW
-$407.0K
4,033
-4%
清仓
MSTR
STRATEGY INC
-$398.9K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
+$369.1K
78,035
-1%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$366.8K
0
-100%
增持
GLD
SPDR GOLD TR
+$363.8K
8,856
+0%
减持
NVDA
NVIDIA CORPORATION
-$354.9K
25,483
-7%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$351.4K
62,355
-9%
建仓
FFBC
FIRST FINL BANCORP OH
+$347.1K
13,872
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$328.9K
36,289
+13%
减持
IEMG
ISHARES INC
-$317.4K
16,292
-24%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$309.8K
1,204
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$306.1K
13,142
+10%
增持
BWZ
SPDR SERIES TRUST
+$298.4K
233,213
+6%
清仓
DGRW
WISDOMTREE TR
-$296.1K
0
-100%
减持
IEFA
ISHARES TR
-$296.1K
10,812
-25%
减持
IAU
ISHARES GOLD TR
+$279.4K
38,213
-1%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$272.2K
59,252
+17%
增持
DMXF
ISHARES TR
+$269.2K
47,802
+9%
减持
IEI
ISHARES TR
-$264.4K
1,788
-55%
增持
ANET
ARISTA NETWORKS INC
-$260.7K
18,593
+0%
增持
MFDX
PIMCO EQUITY SER
+$257.8K
34,965
+20%
建仓
—
TOTALENERGIES SE
+$257.5K
3,936
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$250.1K
4,258
增持
MSFT
MICROSOFT CORP
-$246.0K
20,499
+5%
增持
ASTS
AST SPACEMOBILE INC
+$245.1K
10,404
+0%
增持
BINC
BLACKROCK ETF TRUST II
+$243.8K
25,465
+23%
建仓
NVS
NOVARTIS AG
+$243.2K
1,764
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$243.1K
5,252
建仓
DHR
DANAHER CORPORATION
+$239.2K
1,045
清仓
—
TOTALENERGIES SE
-$234.2K
0
-100%
建仓
VOD
VODAFONE GROUP PLC NEW
+$231.6K
17,532
建仓
UDI
USCF ETF TR
+$231.4K
7,175
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$228.4K
92,066
-0%
清仓
—
LINDE PLC
-$227.5K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$226.0K
1,672
增持
CWI
SPDR INDEX SHS FDS
+$223.4K
139,004
+2%
清仓
FCX
FREEPORT-MCMORAN INC
-$219.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$219.2K
22,795
+2%
建仓
MU
MICRON TECHNOLOGY INC
+$218.9K
767
减持
DFAR
DIMENSIONAL ETF TRUST
-$215.2K
8,800
-50%
增持
—
EXXON MOBIL CORP
+$214.5K
17,357
+4%
建仓
TMSL
T ROWE PRICE ETF INC
+$213.8K
5,955
建仓
REMX
VANECK ETF TRUST
+$212.6K
2,876
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$212.5K
8,100
清仓
—
EATON CORP PLC
-$208.5K
0
-100%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$207.3K
3,413
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$206.4K
31,759
+15%
清仓
AFL
AFLAC INC
-$205.5K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$205.4K
0
-100%
增持
AVGO
BROADCOM INC
+$204.1K
5,452
+7%
清仓
SCHM
SCHWAB STRATEGIC TR
-$202.2K
0
-100%
建仓
EAGG
ISHARES TR
+$201.5K
4,211
建仓
—
ASML HOLDING N V
+$201.1K
188
清仓
CERY
SPDR SERIES TRUST
-$200.1K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$199.5K
12,708
-1%
增持
SUSL
ISHARES TR
+$197.7K
16,901
+7%
减持
IVV
ISHARES TR
+$192.8K
34,553
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$182.9K
766
+37%
增持
JNJ
JOHNSON & JOHNSON
+$181.8K
4,300
+13%
增持
TOUS
T ROWE PRICE ETF INC
+$179.8K
25,345
+23%
减持
HOOD
ROBINHOOD MKTS INC
-$175.6K
5,004
-3%
减持
AMZN
AMAZON COM INC
-$170.4K
12,377
-10%
增持
GUNR
FLEXSHARES TR
+$169.1K
68,648
+1%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$162.0K
25,697
+4%
减持
SCHC
SCHWAB STRATEGIC TR
-$161.4K
35,007
-9%
增持
VUG
VANGUARD INDEX FDS
+$160.8K
4,372
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$159.5K
2,711
+14%
增持
MFUS
PIMCO EQUITY SER
+$156.1K
12,033
+29%
增持
VFMF
VANGUARD WELLINGTON FD
+$146.9K
17,461
+1%
减持
VO
VANGUARD INDEX FDS
-$146.4K
24,211
-1%
增持
USXF
ISHARES TR
+$144.3K
68,524
+3%
减持
OUNZ
VANECK MERK GOLD ETF
+$142.9K
43,123
-3%
增持
NFLX
NETFLIX INC
-$140.4K
9,180
+999%
减持
PH
PARKER-HANNIFIN CORP
-$140.2K
245
-48%
减持
ORCL
ORACLE CORP
-$137.7K
1,575
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$134.1K
8,928
+22%
减持
BND
VANGUARD BD INDEX FDS
-$131.2K
35,949
-4%
增持
CMDT
PIMCO ETF TR
+$121.5K
12,200
+55%
增持
ETHO
AMPLIFY ETF TR
+$120.9K
14,156
+12%
减持
—
XAI OCTAGN FLT RAT & ALT INM
-$115.5K
15,435
-57%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$114.3K
4,202
-11%
减持
FEX
FIRST TR EXCHANGE-TRADED ALP
-$113.2K
4,228
-20%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$113.2K
20,058
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$113.0K
5,024
+5%
增持
FNDE
SCHWAB STRATEGIC TR
+$113.0K
18,194
+21%
增持
MRK
MERCK & CO INC
+$112.9K
4,476
+5%
增持
V
VISA INC
+$111.0K
2,346
+13%
增持
ICLN
ISHARES TR
+$110.6K
46,975
+10%
增持
SCHR
SCHWAB STRATEGIC TR
+$110.4K
433,231
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$110.0K
15,674
+37%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$109.8K
49,595
-13%
减持
URA
GLOBAL X FDS
-$109.7K
20,355
-1%
增持
NUSC
NUSHARES ETF TR
+$104.3K
25,533
+9%
增持
IEUR
ISHARES TR
+$102.9K
27,060
+1%
增持
CAT
CATERPILLAR INC
+$101.4K
869
+5%
增持
AXP
AMERICAN EXPRESS CO
+$99.8K
1,507
+9%
减持
TSLA
TESLA INC
-$99.5K
3,748
-7%
增持
LRCX
LAM RESEARCH CORP
+$98.1K
2,322
+4%
增持
SPTL
SPDR SERIES TRUST
+$97.9K
25,825
+19%
减持
VYM
VANGUARD WHITEHALL FDS
-$96.8K
13,419
-6%
减持
FTEC
FIDELITY COVINGTON TRUST
-$96.8K
922
-33%
增持
EMXF
ISHARES TR
+$95.2K
25,479
+6%
