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 |
|---|---|---|---|---|---|---|---|---|
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $1.32万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.32万 | 0.00% | 101 | 33 | 48.5% | $4,326 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.33万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $1.34万 | 0.00% | 56 | 24 | 75.0% | $5,745 | 加仓 |
| IDXX | IDEXX LABS INC COM | $1.35万 | 0.00% | 24 | 11 | 84.6% | $6,181 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $1.37万 | 0.00% | 67 | 30 | 81.1% | $6,116 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1.39万 | 0.00% | 77 | 31 | 67.4% | $5,586 | 加仓 |
| ADBE | ADOBE INC COM | $1.41万 | 0.00% | 58 | 12 | 26.1% | $2,917 | 加仓 |
| VST | VISTRA CORP COM | $1.43万 | 0.00% | 95 | 46 | 93.9% | $6,915 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1.43万 | 0.00% | 68 | 26 | 61.9% | $5,461 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $1.44万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1.46万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $1.47万 | 0.01% | 15 | 11 | 275.0% | $1.08万 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.50万 | 0.01% | 111 | 3 | 2.8% | $406 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.51万 | 0.01% | 87 | 47 | 117.5% | $8,152 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $1.51万 | 0.01% | 38 | 9 | 31.0% | $3,582 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1.52万 | 0.01% | 70 | 38 | 118.8% | $8,230 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1.54万 | 0.01% | 373 | -7,285 | -95.1% | -$30.07万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1.56万 | 0.01% | 67 | 33 | 97.1% | $7,697 | 加仓 |
| CTAS | CINTAS CORP COM | $1.57万 | 0.01% | 93 | 47 | 102.2% | $7,950 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.59万 | 0.01% | 80 | 18 | 29.0% | $3,569 | 加仓 |
| AZZ | AZZ INC COM | $1.59万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1.59万 | 0.01% | 54 | 6 | 12.5% | $1,772 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.61万 | 0.01% | 352 | 2 | 0.6% | $92 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.62万 | 0.01% | 201 | 111 | 123.3% | $8,942 | 加仓 |
| SBUX | STARBUCKS CORP COM | $1.62万 | 0.01% | 181 | 68 | 60.2% | $6,092 | 加仓 |
| NUE | NUCOR CORP COM | $1.62万 | 0.01% | 96 | 37 | 62.7% | $6,257 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.63万 | 0.01% | 60 | 35 | 140.0% | $9,481 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.64万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $1.67万 | 0.01% | 32 | -2 | -5.9% | -$1,045 | 减仓 |
| AON | AON PLC SHS CL A | $1.68万 | 0.01% | 52 | 33 | 173.7% | $1.07万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.68万 | 0.01% | 4 | 2 | 100.0% | $8,420 | 加仓 |
| MTB | M & T BK CORP COM | $1.70万 | 0.01% | 82 | 49 | 148.5% | $1.01万 | 加仓 |
| ACM | AECOM COM | $1.70万 | 0.01% | 200 | -3,007 | -93.8% | -$25.51万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $1.70万 | 0.01% | 996 | 35 | 3.6% | $599 | 加仓 |
| CIEN | CIENA CORP COM NEW | $1.71万 | 0.01% | 44 | 34 | 340.0% | $1.32万 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $1.72万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $1.75万 | 0.01% | 232 | 118 | 103.5% | $8,887 | 加仓 |
| WAB | WABTEC COM | $1.75万 | 0.01% | 70 | 29 | 70.7% | $7,248 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.82万 | 0.01% | 100 | 44 | 78.6% | $8,016 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.83万 | 0.01% | 185 | 94 | 103.3% | $9,311 | 加仓 |
| AME | AMETEK INC COM | $1.84万 | 0.01% | 86 | 41 | 91.1% | $8,789 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $1.85万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.86万 | 0.01% | 291 | -418 | -59.0% | -$2.68万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $1.87万 | 0.01% | 166 | 101 | 155.4% | $1.13万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1.89万 | 0.01% | 417 | 225 | 117.2% | $1.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.91万 | 0.01% | 146 | 60 | 69.8% | $7,856 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1.92万 | 0.01% | 156 | 49 | 45.8% | $6,016 | 加仓 |
| STE | STERIS PLC SHS USD | $1.95万 | 0.01% | 88 | -2,123 | -96.0% | -$46.98万 | 减仓 |
| QCOM | QUALCOMM INC COM | $1.96万 | 0.01% | 152 | 44 | 40.7% | $5,666 | 加仓 |
| TRGP | TARGA RES CORP COM | $1.98万 | 0.01% | 79 | 35 | 79.5% | $8,776 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.99万 | 0.01% | 92 | 49 | 114.0% | $1.06万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.99万 | 0.01% | 41 | -714 | -94.6% | -$34.62万 | 减仓 |
| MCK | MCKESSON CORP COM | $1.99万 | 0.01% | 23 | 13 | 130.0% | $1.13万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $2.03万 | 0.01% | 210 | -17 | -7.5% | -$1,641 | 减仓 |
| O | REALTY INCOME CORP COM | $2.06万 | 0.01% | 336 | 133 | 65.5% | $8,137 | 加仓 |
| SO | SOUTHERN CO COM | $2.06万 | 0.01% | 213 | 158 | 287.3% | $1.53万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.08万 | 0.01% | 71 | 9 | 14.5% | $2,635 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $2.08万 | 0.01% | 187 | 101 | 117.4% | $1.13万 | 加仓 |
| ROST | ROSS STORES INC COM | $2.10万 | 0.01% | 97 | 33 | 51.6% | $7,149 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.11万 | 0.01% | 99 | 1 | 1.0% | $213 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.14万 | 0.01% | 48 | 15 | 45.5% | $6,698 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.15万 | 0.01% | 78 | 32 | 69.6% | $8,806 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.15万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $2.15万 | 0.01% | 182 | 86 | 89.6% | $1.02万 | 加仓 |
| D | DOMINION ENERGY INC COM | $2.16万 | 0.01% | 349 | 184 | 111.5% | $1.14万 | 加仓 |
| KKR | KKR & CO INC COM | $2.20万 | 0.01% | 238 | 137 | 135.6% | $1.27万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2.22万 | 0.01% | 112 | 58 | 107.4% | $1.15万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.24万 | 0.01% | 397 | 221 | 125.6% | $1.24万 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $2.24万 | 0.01% | 744 | -5,954 | -88.9% | -$17.93万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $2.24万 | 0.01% | 79 | 47 | 146.9% | $1.33万 | 加仓 |
| FAST | FASTENAL CO COM | $2.28万 | 0.01% | 491 | 282 | 134.9% | $1.31万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $2.28万 | 0.01% | 70 | 30 | 75.0% | $9,778 | 加仓 |
| HUM | HUMANA INC COM | $2.32万 | 0.01% | 134 | 57 | 74.0% | $9,883 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.32万 | 0.01% | 81 | -227 | -73.7% | -$6.51万 | 减仓 |
| SRE | SEMPRA COM | $2.36万 | 0.01% | 243 | 142 | 140.6% | $1.38万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.37万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.39万 | 0.01% | 55 | 25 | 83.3% | $1.08万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2.39万 | 0.01% | 35 | 6 | 20.7% | $4,093 | 加仓 |
| PCAR | PACCAR INC COM | $2.39万 | 0.01% | 207 | 105 | 102.9% | $1.21万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2.40万 | 0.01% | 123 | 55 | 80.9% | $1.07万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $2.40万 | 0.01% | 139 | 37 | 36.3% | $6,386 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $2.42万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.43万 | 0.01% | 247 | 76 | 44.4% | $7,465 | 加仓 |
| AMGN | AMGEN INC COM | $2.43万 | 0.01% | 69 | 24 | 53.3% | $8,445 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.46万 | 0.01% | 59 | 34 | 136.0% | $1.42万 | 加仓 |
| INTU | INTUIT COM | $2.51万 | 0.01% | 58 | 23 | 65.7% | $9,945 | 加仓 |
| MCO | MOODYS CORP COM | $2.53万 | 0.01% | 58 | 27 | 87.1% | $1.18万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2.53万 | 0.01% | 79 | 50 | 172.4% | $1.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $2.58万 | 0.01% | 358 | 88 | 32.6% | $6,330 | 加仓 |
| TXT | TEXTRON INC COM | $2.61万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $2.68万 | 0.01% | 314 | 28 | 9.8% | $2,386 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.75万 | 0.01% | 84 | 47 | 127.0% | $1.54万 | 加仓 |
| FLCG | FEDERATED HERMES MDT LARGE CAP GROWTH ETF | $2.81万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $2.82万 | 0.01% | 433 | 95 | 28.1% | $6,181 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.82万 | 0.01% | 312 | -14 | -4.3% | -$1,266 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.86万 | 0.01% | 852 | 214 | 33.5% | $7,176 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $2.88万 | 0.01% | 263 | 117 | 80.1% | $1.28万 | 加仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $2.93万 | 0.01% | 712 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $2.94万 | 0.01% | 233 | 85 | 57.4% | $1.07万 | 加仓 |