Wilkerson Advisory Group LLC
COLUMBIA MO · SEC CIK 0002079661
$2.91亿2026Q1 申报市值
617持仓数
57.7%前十大占比 · 第一大 14.0%
75 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VFLO 新建仓+$2,310.16万
DFSD 新建仓+$1,078.58万
QGRO 加仓+$633.33万
DFLV 新建仓+$226.63万
SPY 加仓+$224.37万
2026Q1 卖出最多 按季末市值估算
COWZ 减仓-$3,032.31万
AVSF 减仓-$1,020.45万
GLDM 减仓-$76.65万
VLTO 减仓-$60.35万
STE 减仓-$46.98万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LH | LABCORP HOLDINGS INC COM SHS | $1,334 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1,361 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,370 | 0.00% | 37 | 37 | — | $1,370 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1,377 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| — | TRI POINTE HOMES INC COM | $1,402 | 0.00% | 30 | 30 | — | $1,402 | 新建仓 |
| DOV | DOVER CORP COM | $1,459 | 0.00% | 7 | 7 | — | $1,459 | 新建仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,570 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,620 | 0.00% | 52 | -3 | -5.5% | -$93 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $1,624 | 0.00% | 10 | 10 | — | $1,624 | 新建仓 |
| VTRS | VIATRIS INC COM | $1,653 | 0.00% | 122 | -16 | -11.6% | -$217 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1,744 | 0.00% | 6 | -4 | -40.0% | -$1,163 | 减仓 |
| P | EVERPURE INC CL A | $1,830 | 0.00% | 31 | 11 | 55.0% | $649 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $1,869 | 0.00% | 16 | 16 | — | $1,869 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $1,872 | 0.00% | 93 | 1 | 1.1% | $20 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1,912 | 0.00% | 17 | 17 | — | $1,912 | 新建仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,925 | 0.00% | 41 | 41 | — | $1,925 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $2,079 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $2,145 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $2,159 | 0.00% | 58 | -5 | -7.9% | -$186 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $2,229 | 0.00% | 17 | 17 | — | $2,229 | 新建仓 |
| PGX | INVESCO PREFERRED ETF | $2,241 | 0.00% | 206 | 206 | — | $2,241 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $2,290 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $2,302 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $2,342 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC COM | $2,440 | 0.00% | 149 | 3 | 2.1% | $49 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $2,455 | 0.00% | 38 | -15 | -28.3% | -$969 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2,468 | 0.00% | 18 | -5 | -21.7% | -$686 | 减仓 |
| RMD | RESMED INC COM | $2,469 | 0.00% | 11 | 1 | 10.0% | $224 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $2,470 | 0.00% | 115 | 115 | — | $2,470 | 新建仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $2,481 | 0.00% | 24 | 24 | — | $2,481 | 新建仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $2,570 | 0.00% | 35 | 1 | 2.9% | $73 | 加仓 |
| — | WHEELS UP EXPERIENCE INC COM CL A | $2,583 | 0.00% | 5,000 | 5,000 | — | $2,583 | 新建仓 |
| KGS | KODIAK GAS SVCS INC COM | $2,630 | 0.00% | 45 | 45 | — | $2,630 | 新建仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $2,673 | 0.00% | 125 | 1 | 0.8% | $21 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $2,774 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $2,866 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $2,870 | 0.00% | 37 | 37 | — | $2,870 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2,952 | 0.00% | 124 | -302 | -70.9% | -$7,190 | 减仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $2,973 | 0.00% | 50 | 50 | — | $2,973 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $3,072 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $3,159 | 0.00% | 11 | -16 | -59.3% | -$4,595 | 减仓 |
| FFIV | F5 INC COM | $3,183 | 0.00% | 11 | 2 | 22.2% | $579 | 加仓 |
| — | PROSHARES SHORT QQQ | $3,316 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $3,360 | 0.00% | 123 | 65 | 112.1% | $1,776 | 加仓 |
| DTE | DTE ENERGY CO COM | $3,363 | 0.00% | 23 | 23 | — | $3,363 | 新建仓 |
| RBLX | ROBLOX CORP CL A | $3,394 | 0.00% | 60 | -71 | -54.2% | -$4,016 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3,430 | 0.00% | 91 | 15 | 19.7% | $565 | 加仓 |
| RBA | RB GLOBAL INC COM | $3,451 | 0.00% | 36 | -5 | -12.2% | -$479 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $3,458 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $3,478 | 0.00% | 58 | 58 | — | $3,478 | 新建仓 |
| KVUE | KENVUE INC COM | $3,482 | 0.00% | 202 | 10 | 5.2% | $172 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3,578 | 0.00% | 137 | 137 | — | $3,578 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $3,640 | 0.00% | 391 | 341 | 682.0% | $3,175 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3,803 | 0.00% | 166 | 166 | — | $3,803 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $3,804 | 0.00% | 147 | 138 | 1,533.3% | $3,571 | 加仓 |
| ALC | ALCON AG ORD SHS | $3,843 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $3,910 | 0.00% | 54 | 54 | — | $3,910 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC COM | $3,944 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $3,952 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $4,058 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $4,233 | 0.00% | 45 | 45 | — | $4,233 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $4,244 | 0.00% | 20 | -7 | -25.9% | -$1,485 | 减仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $4,303 | 0.00% | 50 | 50 | — | $4,303 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $4,392 | 0.00% | 43 | 43 | — | $4,392 | 新建仓 |
| ED | CONSOLIDATED EDISON INC COM | $4,414 | 0.00% | 39 | 12 | 44.4% | $1,358 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $4,473 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $4,501 | 0.00% | 41 | 10 | 32.3% | $1,098 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $4,588 | 0.00% | 204 | 80 | 64.5% | $1,799 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $4,660 | 0.00% | 177 | 44 | 33.1% | $1,158 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $4,662 | 0.00% | 69 | 24 | 53.3% | $1,622 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $4,672 | 0.00% | 11 | 6 | 120.0% | $2,548 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4,678 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT URANIUM MINERS ETF | $4,736 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $4,757 | 0.00% | 70 | 30 | 75.0% | $2,039 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $4,778 | 0.00% | 33 | 16 | 94.1% | $2,317 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,798 | 0.00% | 63 | -3 | -4.5% | -$228 | 减仓 |
| XYL | XYLEM INC COM | $5,019 | 0.00% | 42 | -5 | -10.6% | -$598 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $5,080 | 0.00% | 17 | -8 | -32.0% | -$2,391 | 减仓 |
| CASY | CASEYS GEN STORES INC COM | $5,095 | 0.00% | 7 | 4 | 133.3% | $2,911 | 加仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $5,225 | 0.00% | 58 | 58 | — | $5,225 | 新建仓 |
| HRB | BLOCK H & R INC COM | $5,301 | 0.00% | 167 | 167 | — | $5,301 | 新建仓 |
| JOE | ST JOE CO COM | $5,338 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $5,476 | 0.00% | 95 | 31 | 48.4% | $1,787 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5,562 | 0.00% | 29 | 29 | — | $5,562 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $5,645 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $5,687 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $5,719 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TRUST WATER ETF | $5,852 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $5,862 | 0.00% | 48 | 36 | 300.0% | $4,396 | 加仓 |
| VAL | VALARIS LTD CL A | $5,980 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5,999 | 0.00% | 177 | 1 | 0.6% | $34 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $6,139 | 0.00% | 36 | 4 | 12.5% | $682 | 加仓 |
| YUM | YUM BRANDS INC COM | $6,219 | 0.00% | 40 | 23 | 135.3% | $3,576 | 加仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $6,271 | 0.00% | 91 | 91 | — | $6,271 | 新建仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6,279 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $6,468 | 0.00% | 12 | 10 | 500.0% | $5,390 | 加仓 |
| CC | CHEMOURS CO COM | $6,610 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP COM | $6,681 | 0.00% | 124 | 54 | 77.1% | $2,909 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6,787 | 0.00% | 233 | -1 | -0.4% | -$29 | 减仓 |