小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 66
减持 42
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$7.8M
1,264,278
+12%
增持
IJR
ISHARES TR
+$4.6M
90,858
+64%
增持
PICB
INVESCO EXCH TRADED FD TR II
+$4.3M
238,901
+360%
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
AVEM
AMERICAN CENTY ETF TR
+$3.0M
226,956
+14%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.9M
587,402
+12%
增持
LEMB
ISHARES INC
+$2.7M
86,487
+347%
减持
MSFT
MICROSOFT CORP
-$2.5M
20,135
-2%
增持
IJH
ISHARES TR
+$2.1M
311,729
+9%
减持
SGOV
ISHARES TR
-$1.8M
10,441
-63%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.7M
63,524
+38%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.5M
167,778
+18%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.5M
740,026
+11%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.3M
58,759
+85%
增持
EWJ
ISHARES INC
+$1.3M
108,957
+12%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.3M
48,927
-35%
减持
IVV
ISHARES TR
-$1.2M
34,329
-1%
减持
USEW
EA SERIES TRUST
-$1.2M
45,004
-33%
清仓
EXAS
EXACT SCIENCES CORP
-$1.0M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$900.3K
69,419
+48%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$745.4K
146,146
+6%
增持
GUNR
FLEXSHARES TR
+$732.7K
70,364
+2%
增持
JMHI
J P MORGAN EXCHANGE TRADED F
+$720.3K
23,367
+164%
减持
—
EXXON MOBIL CORP
+$693.2K
16,397
-6%
增持
VOO
VANGUARD INDEX FDS
-$679.2K
25,716
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$662.3K
95,814
+16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$636.7K
44,528
+23%
增持
MFEM
PIMCO EQUITY SER
+$631.3K
78,547
+36%
增持
SPYM
SPDR SERIES TRUST
+$620.8K
538,211
+6%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$616.2K
434,819
+3%
增持
USRT
ISHARES TR
+$583.7K
67,092
+13%
增持
COST
COSTCO WHOLESALE CORPORATION
+$582.6K
4,075
+1%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$570.7K
10,076
+43%
减持
ITOT
ISHARES TR
-$544.4K
18,083
-14%
减持
GLDM
WORLD GOLD TR
+$541.0K
121,250
-3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$491.5K
30,289
-21%
增持
PYLD
PIMCO ETF TR
+$489.5K
208,113
+12%
增持
NVDA
NVIDIA CORPORATION
+$448.4K
29,822
+17%
增持
TOUS
T ROWE PRICE ETF INC
+$445.3K
38,207
+51%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$444.6K
89,721
-3%
减持
VIGI
VANGUARD WHITEHALL FDS
-$431.5K
32,005
-10%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$407.6K
55,779
-11%
增持
BWZ
SPDR SERIES TRUST
+$407.4K
252,567
+8%
增持
SCHR
SCHWAB STRATEGIC TR
+$404.5K
452,423
+4%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$364.9K
43,585
+23%
建仓
XLE
SELECT SECTOR SPDR TR
+$348.4K
5,688
清仓
FFBC
FIRST FINL BANCORP OH
-$347.1K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$341.7K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$335.2K
78,081
+0%
减持
JPM
JPMORGAN CHASE & CO
-$334.5K
4,366
-13%
建仓
IAUM
ISHARES GOLD TR
+$328.3K
7,031
建仓
AMAT
APPLIED MATLS INC
+$307.3K
899
清仓
—
ACCENTURE PLC IRELAND
-$303.2K
0
-100%
建仓
GEV
GE VERNOVA INC
+$294.2K
337
增持
BWX
SPDR SERIES TRUST
+$293.8K
485,825
+6%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$293.5K
9,101
-0%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$284.3K
20,517
+72%
建仓
TM
TOYOTA MOTOR CORP
+$283.8K
1,377
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$281.6K
189,517
+3%
增持
BCI
ABRDN ETFS
+$279.8K
37,384
+18%
增持
VB
VANGUARD INDEX FDS
+$278.9K
23,515
+3%
建仓
IWMI
NEOS ETF TRUST
+$277.1K
5,845
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$271.8K
1,224
减持
GSLC
GOLDMAN SACHS ETF TR
-$267.1K
4,435
-29%
建仓
NGG
NATIONAL GRID PLC
+$265.5K
3,138
增持
GOOGL
ALPHABET INC
-$264.8K
23,328
+5%
增持
CMDT
PIMCO ETF TR
+$260.4K
18,499
+52%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$258.1K
578
建仓
RAVI
FLEXSHARES TR
+$257.5K
3,415
清仓
ABT
ABBOTT LABS
-$255.7K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$252.9K
4,304
-2%
建仓
—
LINDE PLC
+$252.8K
510
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$252.6K
840,755
-0%
清仓
SPGI
S&P GLOBAL INC
-$249.3K
0
-100%
增持
AAPL
APPLE INC
-$248.7K
63,482
+5%
减持
HOOD
ROBINHOOD MKTS INC
-$245.8K
4,620
-8%
清仓
CMI
CUMMINS INC
-$244.5K
0
-100%
建仓
—
EATON CORP PLC
+$241.4K
675
建仓
CERY
SPDR SERIES TRUST
+$239.6K
6,800
清仓
DHR
DANAHER CORPORATION
-$239.2K
0
-100%
清仓
QUAL
ISHARES TR
-$236.8K
0
-100%
清仓
LOW
LOWES COS INC
-$227.9K
0
-100%
减持
BITB
BITWISE BITCOIN ETF TR
-$227.8K
7,494
-29%
清仓
BX
BLACKSTONE INC
-$227.4K
0
-100%
减持
BIL
SPDR SERIES TRUST
-$226.8K
41,520
-6%
建仓
ADI
ANALOG DEVICES INC
+$225.2K
708
建仓
INTC
INTEL CORP
+$223.7K
5,068
建仓
HSY
HERSHEY CO
+$219.7K
1,057
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$217.8K
2,297
-12%
建仓
SHYG
ISHARES TR
+$214.3K
5,065
建仓
HSBC
HSBC HLDGS PLC
+$213.3K
2,586
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$212.5K
0
-100%
增持
LLY
ELI LILLY & CO
-$211.9K
1,465
+1%
建仓
C
CITIGROUP INC
+$210.7K
1,858
清仓
APP
APPLOVIN CORP
-$210.2K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$209.7K
0
-100%
建仓
SGOL
ETFS GOLD TR
+$209.6K
4,697
建仓
SHV
ISHARES TR
+$205.7K
1,863
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$204.9K
3,044
+12%
增持
SPMD
SPDR SERIES TRUST
+$204.8K
52,641
+5%
建仓
NEM
NEWMONT CORP
+$203.7K
1,882
减持
CRM
SALESFORCE INC
-$203.4K
1,960
-9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$203.4K
11,453
+28%
建仓
SCHM
SCHWAB STRATEGIC TR
+$202.9K
6,554
建仓
FCX
FREEPORT MCMORAN INC
+$202.5K
3,445
建仓
MRVL
MARVELL TECHNOLOGY INC
+$202.1K
2,040
建仓
SKM
SK TELECOM CO LTD
+$201.9K
6,894
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$200.4K
49,520
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$198.9K
7,669
+80%
减持
HD
HOME DEPOT INC
-$198.9K
1,626
-24%
减持
TCAF
T ROWE PRICE ETF INC
-$196.1K
37,885
-6%
减持
V
VISA INC
-$195.9K
2,074
-12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$189.9K
119,967
+2%
减持
IXC
ISHARES TR
+$187.4K
12,080
-0%
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$185.6K
10,021
减持
ANET
ARISTA NETWORKS INC
-$180.0K
18,376
-1%
增持
META
META PLATFORMS INC
-$179.0K
2,635
+3%
减持
IAU
ISHARES GOLD TR
+$173.7K
37,154
-3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$173.1K
26,457
+3%
减持
ABBV
ABBVIE INC
-$171.3K
2,594
-19%
增持
SPSM
SPDR SERIES TRUST
+$169.8K
54,986
+4%
减持
ISRG
INTUITIVE SURGICAL INC
-$167.4K
578
-25%
增持
VTV
VANGUARD INDEX FDS
+$164.7K
7,761
+9%
减持
AGG
ISHARES TR
-$163.1K
2,635
-38%
增持
OUNZ
VANECK MERK GOLD ETF
+$161.8K
43,352
+1%
增持
AVGO
BROADCOM INC
-$161.7K
5,574
+2%
减持
VO
VANGUARD INDEX FDS
-$161.6K
23,905
-1%
减持
VFMF
VANGUARD WELLINGTON FD
-$160.5K
15,936
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$159.7K
492
-48%
增持
AMZN
AMAZON COM INC
-$159.5K
12,951
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$154.9K
75,699
+6%
减持
CBRE
CBRE GROUP INC
-$154.6K
1,585
-31%
减持
IEUR
ISHARES TR
-$154.3K
25,135
-7%
增持
MFUS
PIMCO EQUITY SER
+$154.3K
14,306
+19%
减持
AXP
AMERICAN EXPRESS CO
-$154.0K
1,334
-11%
增持
—
TOTALENERGIES SE
+$152.6K
4,507
+15%
增持
IWF
ISHARES TR
-$150.1K
3,494
+1%
增持
TSLA
TESLA INC
-$146.5K
4,140
+10%
增持
URA
GLOBAL X FDS
+$146.5K
21,010
+3%
减持
JNJ
JOHNSON & JOHNSON
+$146.3K
4,239
-1%
建仓
ECAT
BLACKROCK ESG CAP ALLC TERM
+$144.9K
10,669
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$143.0K
73,598
+4%
增持
NVS
NOVARTIS AG
+$142.9K
2,528
+43%
增持
TIP
ISHARES TR
+$141.4K
3,576
+55%
减持
FEZ
SPDR INDEX SHS FDS
-$136.9K
41,403
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$136.1K
12,798
-3%
增持
WMT
WALMART INC
+$128.4K
6,566
+6%
增持
SCZ
ISHARES TR
+$127.2K
17,231
+9%
增持
PSCE
INVESCO EXCH TRADED FD TR II
+$127.2K
5,796
+16%
减持
SPEM
SPDR INDEX SHS FDS
-$126.3K
58,713
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$123.5K
13,208
+4%
