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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,913 | 0.00% | 35 | 9 | 34.6% | $1,778 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6,997 | 0.00% | 100 | -105 | -51.2% | -$7,347 | 减仓 |
| PAYX | PAYCHEX INC COM | $7,001 | 0.00% | 76 | -3 | -3.8% | -$276 | 减仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7,020 | 0.00% | 69 | 1 | 1.5% | $102 | 加仓 |
| BP | BP PLC SPONSORED ADR | $7,072 | 0.00% | 150 | 1 | 0.7% | $47 | 加仓 |
| CPRT | COPART INC COM | $7,138 | 0.00% | 215 | 63 | 41.4% | $2,092 | 加仓 |
| GRMN | GARMIN LTD SHS | $7,192 | 0.00% | 31 | 16 | 106.7% | $3,712 | 加仓 |
| DG | DOLLAR GEN CORP COM | $7,226 | 0.00% | 61 | 7 | 13.0% | $829 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $7,268 | 0.00% | 1,553 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $7,305 | 0.00% | 51 | 41 | 410.0% | $5,873 | 加仓 |
| GWW | WW GRAINGER INC COM | $7,636 | 0.00% | 7 | 5 | 250.0% | $5,454 | 加仓 |
| TWLO | TWILIO INC CL A | $7,675 | 0.00% | 61 | -52 | -46.0% | -$6,543 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $7,717 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7,805 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $7,854 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $7,889 | 0.00% | 449 | 237 | 111.8% | $4,164 | 加仓 |
| RS | RELIANCE INC COM | $7,902 | 0.00% | 26 | 8 | 44.4% | $2,431 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $7,999 | 0.00% | 18 | 12 | 200.0% | $5,333 | 加仓 |
| DDOG | DATADOG INC CL A COM | $8,027 | 0.00% | 68 | 25 | 58.1% | $2,951 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $8,036 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $8,098 | 0.00% | 29 | -1 | -3.3% | -$279 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $8,174 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $8,272 | 0.00% | 25 | 8 | 47.1% | $2,647 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8,374 | 0.00% | 114 | -240 | -67.8% | -$1.76万 | 减仓 |
| CVNA | CARVANA CO CL A | $8,488 | 0.00% | 27 | 8 | 42.1% | $2,515 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $8,499 | 0.00% | 11 | 5 | 83.3% | $3,863 | 加仓 |
| FTNT | FORTINET INC COM | $8,581 | 0.00% | 105 | -73 | -41.0% | -$5,966 | 减仓 |
| XYZ | BLOCK INC CL A | $8,726 | 0.00% | 145 | 50 | 52.6% | $3,009 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $8,739 | 0.00% | 273 | -53 | -16.3% | -$1,697 | 减仓 |
| VTR | VENTAS INC COM | $8,750 | 0.00% | 107 | 33 | 44.6% | $2,699 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $8,827 | 0.00% | 190 | 117 | 160.3% | $5,436 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $8,905 | 0.00% | 110 | 63 | 134.0% | $5,100 | 加仓 |
| NKE | NIKE INC CL B | $8,979 | 0.00% | 170 | 11 | 6.9% | $581 | 加仓 |
| CCI | CROWN CASTLE INC COM | $9,025 | 0.00% | 111 | 52 | 88.1% | $4,228 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,042 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $9,145 | 0.00% | 14 | 14 | — | $9,145 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $9,277 | 0.00% | 59 | 22 | 59.5% | $3,459 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $9,309 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $9,334 | 0.00% | 129 | 50 | 63.3% | $3,618 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $9,419 | 0.00% | 16 | 11 | 220.0% | $6,476 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $9,455 | 0.00% | 382 | -151 | -28.3% | -$3,737 | 减仓 |
| EQT | EQT CORP COM | $9,482 | 0.00% | 149 | 91 | 156.9% | $5,791 | 加仓 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $9,486 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $9,509 | 0.00% | 45 | 19 | 73.1% | $4,015 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $9,520 | 0.00% | 58 | 26 | 81.2% | $4,268 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $9,543 | 0.00% | 40 | 5 | 14.3% | $1,193 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $9,554 | 0.00% | 27 | 15 | 125.0% | $5,308 | 加仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $9,555 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $9,716 | 0.00% | 144 | -75 | -34.2% | -$5,060 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $9,724 | 0.00% | 77 | 19 | 32.8% | $2,399 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $9,785 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $9,815 | 0.00% | 210 | -82 | -28.1% | -$3,833 | 减仓 |
| CASS | CASS INFORMATION SYS INC COM | $9,861 | 0.00% | 224 | 2 | 0.9% | $88 | 加仓 |
| SNPS | SYNOPSYS INC COM | $9,912 | 0.00% | 25 | 7 | 38.9% | $2,775 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $9,947 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $1.00万 | 0.00% | 217 | -12 | -5.2% | -$555 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.01万 | 0.00% | 131 | 53 | 67.9% | $4,085 | 加仓 |
| FISV | FISERV INC COM | $1.01万 | 0.00% | 181 | 92 | 103.4% | $5,134 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.04万 | 0.00% | 9 | 6 | 200.0% | $6,954 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.05万 | 0.00% | 116 | 116 | — | $1.05万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.05万 | 0.00% | 223 | 83 | 59.3% | $3,894 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1.06万 | 0.00% | 220 | 220 | — | $1.06万 | 新建仓 |
| NET | CLOUDFLARE INC CL A COM | $1.07万 | 0.00% | 52 | 24 | 85.7% | $4,952 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1.07万 | 0.00% | 38 | 28 | 280.0% | $7,906 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1.08万 | 0.00% | 149 | 48 | 47.5% | $3,493 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.09万 | 0.00% | 173 | 48 | 38.4% | $3,012 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.09万 | 0.00% | 132 | 45 | 51.7% | $3,717 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.09万 | 0.00% | 15 | 9 | 150.0% | $6,557 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1.10万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $1.11万 | 0.00% | 96 | 53 | 123.3% | $6,136 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1.12万 | 0.00% | 115 | 38 | 49.4% | $3,700 | 加仓 |
| XEL | XCEL ENERGY INC COM | $1.12万 | 0.00% | 141 | 97 | 220.5% | $7,706 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $1.12万 | 0.00% | 360 | 182 | 102.2% | $5,676 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1.13万 | 0.00% | 39 | 24 | 160.0% | $6,972 | 加仓 |
| VRSN | VERISIGN INC COM | $1.14万 | 0.00% | 46 | 30 | 187.5% | $7,451 | 加仓 |
| — | CANARY XRP ETF | $1.14万 | 0.00% | 799 | 799 | — | $1.14万 | 新建仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.16万 | 0.00% | 351 | -249 | -41.5% | -$8,204 | 减仓 |
| NDAQ | NASDAQ INC COM | $1.17万 | 0.00% | 138 | 81 | 142.1% | $6,876 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.17万 | 0.00% | 60 | 60 | — | $1.17万 | 新建仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.18万 | 0.00% | 745 | 1 | 0.1% | $16 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.18万 | 0.00% | 121 | -53 | -30.5% | -$5,189 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.20万 | 0.00% | 166 | 47 | 39.5% | $3,406 | 加仓 |
| CVS | CVS HEALTH CORP COM | $1.21万 | 0.00% | 168 | 6 | 3.7% | $431 | 加仓 |
| CRH | CRH PLC ORD | $1.22万 | 0.00% | 116 | 25 | 27.5% | $2,628 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.23万 | 0.00% | 108 | 67 | 163.4% | $7,637 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.23万 | 0.00% | 95 | -7 | -6.9% | -$909 | 减仓 |
| EXC | EXELON CORP COM | $1.24万 | 0.00% | 252 | 159 | 171.0% | $7,794 | 加仓 |
| PNR | PENTAIR PLC SHS | $1.24万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1.24万 | 0.00% | 154 | 154 | — | $1.24万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $1.26万 | 0.00% | 157 | 69 | 78.4% | $5,528 | 加仓 |
| — | HOLOGIC INC COM | $1.26万 | 0.00% | 167 | -3,299 | -95.2% | -$24.94万 | 减仓 |
| LPLA | LPL FINL HLDGS INC COM | $1.26万 | 0.00% | 42 | -850 | -95.3% | -$25.57万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $1.27万 | 0.00% | 81 | 1 | 1.2% | $157 | 加仓 |
| VMC | VULCAN MATLS CO COM | $1.28万 | 0.00% | 47 | 24 | 104.3% | $6,535 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $1.29万 | 0.00% | 59 | 22 | 59.5% | $4,818 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.29万 | 0.00% | 172 | 58 | 50.9% | $4,364 | 加仓 |
| CSL | CARLISLE COS INC COM | $1.30万 | 0.00% | 39 | 23 | 143.8% | $7,673 | 加仓 |
| SYY | SYSCO CORP COM | $1.31万 | 0.00% | 183 | 106 | 137.7% | $7,561 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.31万 | 0.00% | 75 | 36 | 92.3% | $6,286 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $1.32万 | 0.00% | 143 | 76 | 113.4% | $7,008 | 加仓 |