Wilkerson Advisory Group LLC
COLUMBIA MO · SEC CIK 0002079661
$3.26亿2026Q2 申报市值
620持仓数
58.8%前十大占比 · 第一大 14.6%
40 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GBIL 加仓+$182.98万
SPY 加仓+$90.44万
FTRB 加仓+$78.88万
PYLD 加仓+$70.29万
DFSD 加仓+$62.95万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$69.86万
EXXON MOBIL CORP 清仓-$29.15万
HON 减仓-$24.83万
WELL 减仓-$24.51万
AVEM 减仓-$21.62万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1,716 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $1,740 | 0.00% | 50 | -8 | -13.8% | -$278 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1,742 | 0.00% | 14 | 14 | — | $1,742 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,758 | 0.00% | 10 | 8 | 400.0% | $1,406 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,806 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $1,921 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $1,932 | 0.00% | 4 | 4 | — | $1,932 | 新建仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,935 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP COM | $1,950 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $1,953 | 0.00% | 1 | 1 | — | $1,953 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $2,058 | 0.00% | 20 | 20 | — | $2,058 | 新建仓 |
| RBA | RB GLOBAL INC COM | $2,096 | 0.00% | 18 | -18 | -50.0% | -$2,096 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $2,096 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $2,233 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $2,281 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $2,318 | 0.00% | 120 | 120 | — | $2,318 | 新建仓 |
| VSTS | VESTIS CORPORATION COM SHS | $2,323 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $2,352 | 0.00% | 58 | 1 | 1.8% | $41 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,434 | 0.00% | 34 | -97 | -74.0% | -$6,944 | 减仓 |
| P | EVERPURE INC CL A | $2,442 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $2,498 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $2,512 | 0.00% | 13 | -23 | -63.9% | -$4,444 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $2,524 | 0.00% | 11 | 4 | 57.1% | $918 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $2,581 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $2,587 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | PROSHARES SHORT QQQ | $2,605 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $2,698 | 0.00% | 55 | -126 | -69.6% | -$6,181 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $2,706 | 0.00% | 6 | -26 | -81.2% | -$1.17万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $2,709 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $2,742 | 0.00% | 29 | 29 | — | $2,742 | 新建仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2,811 | 0.00% | 17 | -1 | -5.6% | -$165 | 减仓 |
| CMS | CMS ENERGY CORP COM | $2,831 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $2,867 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $2,912 | 0.00% | 7 | -4 | -36.4% | -$1,664 | 减仓 |
| DTE | DTE ENERGY CO COM | $3,047 | 0.00% | 20 | -3 | -13.0% | -$457 | 减仓 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $3,109 | 0.00% | 74 | 74 | — | $3,109 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC COM | $3,193 | 0.00% | 21 | -12 | -36.4% | -$1,825 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $3,228 | 0.00% | 113 | 113 | — | $3,228 | 新建仓 |
| ENR | ENERGIZER HLDGS INC COM | $3,235 | 0.00% | 151 | 2 | 1.3% | $43 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $3,312 | 0.00% | 400 | 9 | 2.3% | $75 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3,335 | 0.00% | 24 | -24 | -50.0% | -$3,335 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $3,336 | 0.00% | 14 | -6 | -30.0% | -$1,430 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $3,388 | 0.00% | 126 | 1 | 0.8% | $27 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $3,395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC COM | $3,412 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $3,422 | 0.00% | 13 | -14 | -51.9% | -$3,685 | 减仓 |
| ALC | ALCON AG ORD SHS | $3,422 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $3,480 | 0.00% | 94 | 63 | 203.2% | $2,332 | 重新持有 |
| EFA | ISHARES MSCI EAFE ETF | $3,532 | 0.00% | 34 | 34 | — | $3,532 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $3,545 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $3,550 | 0.00% | 9 | 4 | 80.0% | $1,578 | 加仓 |
| IR | INGERSOLL RAND INC COM | $3,608 | 0.00% | 44 | -113 | -72.0% | -$9,266 | 减仓 |
| LVS | LAS VEGAS SANDS CORP COM | $3,741 | 0.00% | 81 | -43 | -34.7% | -$1,986 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3,942 | 0.00% | 77 | -14 | -15.4% | -$717 | 减仓 |
| URNM | SPROTT URANIUM MINERS ETF | $3,944 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $3,957 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $4,012 | 0.00% | 44 | 3 | 7.3% | $274 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $4,064 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $4,137 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $4,174 | 0.00% | 43 | 11 | 34.4% | $1,068 | 加仓 |
| VAL | VALARIS LTD CL A | $4,429 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $4,536 | 0.00% | 41 | 2 | 5.1% | $221 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,737 | 0.00% | 111 | -62 | -35.8% | -$2,646 | 减仓 |
| KVUE | KENVUE INC COM | $4,758 | 0.00% | 249 | 47 | 23.3% | $898 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4,879 | 0.00% | 188 | 32 | 20.5% | $830 | 加仓 |
| WPC | WP CAREY INC COM | $5,005 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5,048 | 0.00% | 59 | 59 | — | $5,048 | 新建仓 |
| EQT | EQT CORP COM | $5,157 | 0.00% | 97 | -52 | -34.9% | -$2,765 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5,290 | 0.00% | 58 | 20 | 52.6% | $1,824 | 加仓 |
| JOE | ST JOE CO COM | $5,324 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $5,433 | 0.00% | 230 | 26 | 12.7% | $614 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $5,564 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $5,582 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $5,769 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $5,915 | 0.00% | 37 | -3 | -7.5% | -$480 | 减仓 |
| COR | CENCORA INC COM | $5,943 | 0.00% | 21 | -4 | -16.0% | -$1,132 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $5,946 | 0.00% | 3 | 2 | 200.0% | $3,964 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $6,031 | 0.00% | 67 | 67 | — | $6,031 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $6,088 | 0.00% | 74 | 71 | 2,366.7% | $5,841 | 重新持有 |
| CC | CHEMOURS CO COM | $6,157 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $6,176 | 0.00% | 26 | -5 | -16.1% | -$1,188 | 减仓 |
| IRM | IRON MTN INC DEL COM | $6,189 | 0.00% | 49 | 6 | 14.0% | $758 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $6,225 | 0.00% | 56 | -1 | -1.8% | -$111 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $6,235 | 0.00% | 10 | -1 | -9.1% | -$624 | 减仓 |
| PCG | PG&E CORP COM | $6,257 | 0.00% | 372 | -77 | -17.1% | -$1,295 | 减仓 |
| HRB | BLOCK H & R INC COM | $6,359 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $6,363 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $6,388 | 0.00% | 173 | -4 | -2.3% | -$148 | 减仓 |
| SSRM | SSR MINING IN COM | $6,533 | 0.00% | 231 | 231 | — | $6,533 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $6,541 | 0.00% | 145 | 21 | 16.9% | $947 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $6,545 | 0.00% | 15 | -1 | -6.2% | -$436 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $6,578 | 0.00% | 89 | -25 | -21.9% | -$1,848 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $6,828 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP SUB VTG SHS | $7,058 | 0.00% | 718 | 718 | — | $7,058 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $7,128 | 0.00% | 63 | 58 | 1,160.0% | $6,562 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $7,172 | 0.00% | 124 | 29 | 30.5% | $1,677 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $7,175 | 0.00% | 1,553 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $7,220 | 0.00% | 39 | -42 | -51.9% | -$7,775 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $7,225 | 0.00% | 24 | -1 | -4.0% | -$301 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $7,342 | 0.00% | 88 | -44 | -33.3% | -$3,671 | 减仓 |