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Walkner Condon Financial Advisors LLC · 13F 持仓分析
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Walkner Condon Financial Advisors LLC

No.3029 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.71亿
环比变动 Q1 2026
+$1.13亿+14.9%
持仓股票数
344
新买入
38
加仓
186
减仓
97
清仓
16
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富指数基金SPDW
7.84%7.61%$6,833.8万135.6万股$5,771.4万126.4万股+9.2万股+7.26%加仓
S道富SPYM
5.64%5.43%$4,914.9万55.9万股$4,119.5万53.8万股+2.1万股+3.91%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
3.55%3.65%$3,092.7万65.9万股$2,765.5万58.7万股+7.1万股+12.17%加仓
IiShares安硕·COREIJH
3.03%2.77%$2,639.6万34.2万股$2,104.9万31.2万股+3.1万股+9.81%加仓
IiShares安硕信托IVV
2.99%2.96%$2,601.9万3.5万股$2,242.4万3.4万股+414股+1.21%加仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
2.7%2.85%$2,348.6万47.2万股$2,165.8万43.5万股+3.7万股+8.51%加仓
A美国世纪ETF信托AVEM
2.6%2.41%$2,265.9万23.5万股$1,828.8万22.7万股+7,875股+3.47%加仓
苹果AAPL
2.38%2.12%$2,076.7万7.2万股$1,611.1万6.3万股+8,286股+13.05%加仓
F第一信托交易所交易基金LGOV
2.3%2.39%$2,006.2万93.7万股$1,813.5万84.1万股+9.7万股+11.50%加仓
F第一信托交易所交易基金VIUCON
2.3%2.42%$2,006.1万80.6万股$1,833.0万74.0万股+6.6万股+8.96%加仓
V先锋领航指数基金VOO
2.25%2.03%$1,964.7万2.9万股$1,536.6万2.6万股+2,891股+11.24%加仓
F第一信托交易所交易基金FTCS
2.09%2.15%$1,819.3万19.4万股$1,634.2万17.6万股+1.8万股+9.95%加仓
V先锋领航国际股票指数基金VGK
2.08%2.06%$1,809.1万20.4万股$1,562.1万19.0万股+1.5万股+7.81%加仓
F第一信托交易所交易基金RDVY
2.03%1.88%$1,769.6万21.8万股$1,427.6万20.9万股+9,228股+4.41%加仓
IiShares安硕·COREIJR
1.74%1.49%$1,514.0万10.2万股$1,129.3万9.1万股+1.1万股+12.36%加仓
V先锋领航国际股票指数基金VPL
1.28%1.16%$1,119.6万9.7万股$876.8万9.0万股+7,056股+7.86%加仓
V先锋领航·FTSEVEA
1.28%1.23%$1,112.5万15.6万股$935.3万14.6万股+1.0万股+6.87%加仓
S嘉信策略信托SCHR
1.27%1.49%$1,110.0万45.0万股$1,126.7万45.2万股-2,215股-0.49%减仓
IiShares安硕EWJ
1.27%1.21%$1,104.9万11.8万股$920.0万10.9万股+9,501股+8.72%加仓
WWORLD GOLD TRGLD
1.25%1.48%$1,092.3万13.8万股$1,123.9万12.1万股+1.6万股+13.43%加仓
SSPDR道富系列信托BWX
1.23%1.41%$1,073.0万49.5万股$1,066.4万48.6万股+9,060股+1.86%加仓
S嘉信·USSCHX
1.19%1.13%$1,040.0万35.4万股$860.5万33.6万股+1.7万股+5.20%加仓
谷歌AGOOGL
0.98%0.88%$855.3万2.4万股$670.8万2.3万股+604股+2.59%加仓
V先锋领航·MIDVO
0.88%0.9%$765.3万9.5万股$686.5万2.4万股+7.1万股+297.32%加仓
V先锋领航·FSTEVWO
0.87%0.85%$760.2万12.7万股$648.3万12.0万股+7,392股+6.16%加仓
V先锋领航白厅基金VYMI
0.87%0.97%$756.8万7.7万股$735.8万7.8万股-1,010股-1.29%减仓
微软MSFT
0.86%0.98%$748.3万2.0万股$745.3万2.0万股-75股-0.37%减仓
SSPDR BLOOMBERG SHORT TERM INTERNATIONAL TREASURY BOND ETFBWZ
0.84%0.9%$733.5万27.4万股$679.7万25.3万股+2.2万股+8.61%加仓
V先锋领航指数基金VB
0.83%0.81%$719.0万2.4万股$615.9万2.4万股+206股+0.88%加仓
JJPMORGAN INTERNATIONAL VALUE ETFJIVE
0.79%0.72%$685.0万7.4万股$544.0万6.4万股+1.1万股+17.26%加仓
IINVESCO INTL. CORPORATE BONDPICB
0.78%0.73%$683.1万29.5万股$551.8万23.9万股+5.6万股+23.46%加仓
SSPDR标普500 ETFSPY
0.76%0.78%$663.6万8,886股$591.9万9,101股-215股-2.36%减仓
英伟达NVDA
0.7%0.69%$609.9万3.0万股$520.1万3.0万股+661股+2.22%加仓
PPIMCO太平洋投资管理ETFPYLD
0.66%0.72%$575.8万21.7万股$545.3万20.8万股+8,994股+4.32%加仓
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
0.66%0.67%$572.1万14.1万股$508.6万13.9万股+1,655股+1.19%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.65%0.64%$569.9万11.3万股$484.8万9.6万股+1.7万股+17.65%加仓
美国合众银行USB
0.61%0.6%$527.7万8.7万股$454.4万8.7万股+10股+0.01%加仓
G通用动力VTI
0.59%0.46%$512.2万1.4万股$346.0万1.1万股+3,056股+28.33%加仓
IiShares安硕信托USXF
0.55%0.51%$479.2万6.9万股$383.2万6.9万股-420股-0.61%减仓
IiShares安硕信托USRT
0.55%0.52%$477.3万7.2万股$397.1万6.7万股+4,737股+7.06%加仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
0.55%0.63%$476.9万17.6万股$481.7万16.8万股+8,534股+5.09%加仓
IiShares安硕·RUSSELLIWM
0.53%0.5%$464.9万1.5万股$381.1万1.5万股+107股+0.70%加仓
V先锋领航国际股票指数基金VSS
0.5%0.51%$432.4万2.8万股$385.5万2.6万股+1,592股+6.02%加仓
IiShares安硕·INC JP MORGAN EM ETFLEMB
0.48%0.47%$419.2万9.9万股$352.8万8.6万股+1.2万股+14.25%加仓
IiShares安硕信托DMXF
0.47%0.49%$409.8万4.8万股$370.0万4.9万股-602股-1.23%减仓
V先锋领航斯科茨代尔基金VGLT
0.47%0.54%$406.0万7.4万股$407.4万7.4万股-28股-0.04%减仓
C资本集团股息价值CCBG
0.43%0.39%$378.5万7.7万股$295.3万6.9万股+7,395股+10.65%加仓
FFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDGUNR
0.43%0.51%$370.6万7.5万股$387.9万7.0万股+4,859股+6.91%加仓
S道富SPMD
0.43%0.41%$370.4万5.5万股$311.7万5.3万股+2,183股+4.15%加仓
好市多COST
0.41%0.54%$353.9万3,783股$406.0万4,075股-292股-7.17%减仓

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