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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP COM | $3.02万 | 0.01% | 88 | 39 | 79.6% | $1.34万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $3.04万 | 0.01% | 438 | 118 | 36.9% | $8,177 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $3.04万 | 0.01% | 100 | 62 | 163.2% | $1.89万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $3.06万 | 0.01% | 147 | 71 | 93.4% | $1.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $3.09万 | 0.01% | 222 | 78 | 54.2% | $1.09万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.10万 | 0.01% | 119 | 52 | 77.6% | $1.35万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $3.14万 | 0.01% | 52 | 15 | 40.5% | $9,066 | 加仓 |
| BX | BLACKSTONE INC COM | $3.22万 | 0.01% | 280 | 144 | 105.9% | $1.66万 | 加仓 |
| BLK | BLACKROCK INC COM | $3.27万 | 0.01% | 34 | 17 | 100.0% | $1.63万 | 加仓 |
| ECL | ECOLAB INC COM | $3.30万 | 0.01% | 124 | 45 | 57.0% | $1.20万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.39万 | 0.01% | 147 | 83 | 129.7% | $1.91万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $3.39万 | 0.01% | 205 | 107 | 109.2% | $1.77万 | 加仓 |
| CSX | CSX CORP COM | $3.40万 | 0.01% | 829 | 409 | 97.4% | $1.68万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $3.46万 | 0.01% | 210 | 83 | 65.4% | $1.37万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $3.50万 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3.52万 | 0.01% | 398 | -6,825 | -94.5% | -$60.35万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $3.54万 | 0.01% | 164 | 109 | 198.2% | $2.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $3.54万 | 0.01% | 117 | 38 | 48.1% | $1.15万 | 加仓 |
| OKE | ONEOK INC NEW COM | $3.54万 | 0.01% | 392 | 133 | 51.4% | $1.20万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.71万 | 0.01% | 402 | 106 | 35.8% | $9,785 | 加仓 |
| F | FORD MTR CO COM | $3.75万 | 0.01% | 3,248 | 606 | 22.9% | $6,993 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $3.78万 | 0.01% | 387 | 60 | 18.3% | $5,861 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3.79万 | 0.01% | 203 | 45 | 28.5% | $8,394 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.79万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $3.80万 | 0.01% | 826 | 421 | 104.0% | $1.94万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.81万 | 0.01% | 422 | 154 | 57.5% | $1.39万 | 加仓 |
| NOW | SERVICENOW INC COM | $3.84万 | 0.01% | 367 | -2,712 | -88.1% | -$28.35万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.85万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $3.90万 | 0.01% | 147 | -4 | -2.6% | -$1,063 | 减仓 |
| GLD | SPDR GOLD SHARES | $3.92万 | 0.01% | 91 | -1 | -1.1% | -$430 | 减仓 |
| CI | THE CIGNA GROUP COM | $3.92万 | 0.01% | 147 | 57 | 63.3% | $1.52万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $4.12万 | 0.01% | 1,336 | 7 | 0.5% | $216 | 加仓 |
| EBAY | EBAY INC. COM | $4.13万 | 0.01% | 453 | 207 | 84.1% | $1.89万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.14万 | 0.01% | 784 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $4.14万 | 0.01% | 291 | -1 | -0.3% | -$142 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.19万 | 0.01% | 131 | 1 | 0.8% | $320 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $4.25万 | 0.01% | 216 | -1,333 | -86.1% | -$26.25万 | 减仓 |
| APTV | APTIV PLC COM SHS | $4.36万 | 0.01% | 628 | -4,218 | -87.0% | -$29.29万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.37万 | 0.02% | 215 | 74 | 52.5% | $1.50万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $4.38万 | 0.02% | 497 | -228 | -31.4% | -$2.01万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $4.39万 | 0.02% | 49 | 29 | 145.0% | $2.60万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $4.52万 | 0.02% | 898 | 465 | 107.4% | $2.34万 | 加仓 |
| PLD | PROLOGIS INC. COM | $4.52万 | 0.02% | 342 | 165 | 93.2% | $2.18万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.64万 | 0.02% | 167 | -1,323 | -88.8% | -$36.76万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4.72万 | 0.02% | 398 | 127 | 46.9% | $1.51万 | 加仓 |
| GM | GENERAL MTRS CO COM | $4.73万 | 0.02% | 635 | -238 | -27.3% | -$1.77万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.77万 | 0.02% | 307 | 60 | 24.3% | $9,331 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $4.78万 | 0.02% | 1,487 | -2,405 | -61.8% | -$7.72万 | 减仓 |
| TJX | TJX COS INC NEW COM | $4.79万 | 0.02% | 300 | 130 | 76.5% | $2.08万 | 加仓 |
| HPQ | HP INC COM | $4.83万 | 0.02% | 2,512 | 651 | 35.0% | $1.25万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $4.89万 | 0.02% | 258 | -1,005 | -79.6% | -$19.06万 | 减仓 |
| LOW | LOWES COS INC COM | $4.99万 | 0.02% | 211 | 97 | 85.1% | $2.29万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5.21万 | 0.02% | 133 | 65 | 95.6% | $2.55万 | 加仓 |
| STT | STATE STR CORP COM | $5.23万 | 0.02% | 413 | 191 | 86.0% | $2.42万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $5.29万 | 0.02% | 290 | 101 | 53.4% | $1.84万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $5.36万 | 0.02% | 217 | 71 | 48.6% | $1.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $5.42万 | 0.02% | 110 | 28 | 34.1% | $1.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.43万 | 0.02% | 267 | 112 | 72.3% | $2.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $5.52万 | 0.02% | 204 | 114 | 126.7% | $3.09万 | 加仓 |
| MET | METLIFE INC COM | $5.52万 | 0.02% | 781 | 124 | 18.9% | $8,769 | 加仓 |
| UNP | UNION PAC CORP COM | $5.56万 | 0.02% | 229 | 34 | 17.4% | $8,249 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $5.59万 | 0.02% | 856 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $5.65万 | 0.02% | 2,951 | 1,562 | 112.5% | $2.99万 | 加仓 |
| RTX | RTX CORPORATION COM | $5.84万 | 0.02% | 303 | 131 | 76.2% | $2.53万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $5.94万 | 0.02% | 685 | -5,021 | -88.0% | -$43.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $6.01万 | 0.02% | 375 | -1,577 | -80.8% | -$25.28万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $6.19万 | 0.02% | 457 | 407 | 814.0% | $5.51万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $6.21万 | 0.02% | 498 | 298 | 149.0% | $3.72万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $6.30万 | 0.02% | 334 | 20 | 6.4% | $3,774 | 加仓 |
| TGT | TARGET CORP COM | $6.32万 | 0.02% | 521 | 97 | 22.9% | $1.18万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6.34万 | 0.02% | 1,296 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $6.42万 | 0.02% | 220 | 100 | 83.3% | $2.92万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $6.51万 | 0.02% | 1,740 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $6.68万 | 0.02% | 443 | 404 | 1,035.9% | $6.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $6.74万 | 0.02% | 249 | 133 | 114.7% | $3.60万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $6.79万 | 0.02% | 1,107 | 527 | 90.9% | $3.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.94万 | 0.02% | 82 | 22 | 36.7% | $1.86万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $7.07万 | 0.02% | 249 | 37 | 17.5% | $1.05万 | 加仓 |
| FDX | FEDEX CORP COM | $7.44万 | 0.03% | 209 | 108 | 106.9% | $3.84万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $7.51万 | 0.03% | 538 | 119 | 28.4% | $1.66万 | 加仓 |
| KO | COCA COLA CO COM | $7.51万 | 0.03% | 988 | 88 | 9.8% | $6,692 | 加仓 |
| AFL | AFLAC INC COM | $7.52万 | 0.03% | 685 | -3,490 | -83.6% | -$38.29万 | 减仓 |
| SNDK | SANDISK CORP COM | $7.62万 | 0.03% | 120 | 120 | — | $7.62万 | 新建仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $7.69万 | 0.03% | 961 | 961 | — | $7.69万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $7.79万 | 0.03% | 2,198 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $7.84万 | 0.03% | 724 | 301 | 71.2% | $3.26万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $8.04万 | 0.03% | 738 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $8.16万 | 0.03% | 1,227 | 560 | 84.0% | $3.72万 | 加仓 |
| CRM | SALESFORCE INC COM | $8.19万 | 0.03% | 439 | -1,822 | -80.6% | -$34.01万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $8.22万 | 0.03% | 3,613 | 23 | 0.6% | $523 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $8.32万 | 0.03% | 219 | 219 | — | $8.32万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $8.33万 | 0.03% | 905 | 361 | 66.4% | $3.32万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $8.35万 | 0.03% | 1,823 | 11 | 0.6% | $504 | 加仓 |
| FOXA | FOX CORP CL A COM | $8.38万 | 0.03% | 1,435 | 482 | 50.6% | $2.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $8.42万 | 0.03% | 394 | 199 | 102.1% | $4.25万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $8.45万 | 0.03% | 250 | 120 | 92.3% | $4.05万 | 加仓 |
| DIS | DISNEY WALT CO COM | $8.45万 | 0.03% | 877 | 245 | 38.8% | $2.36万 | 加仓 |
| MCD | MCDONALDS CORP COM | $8.53万 | 0.03% | 274 | 40 | 17.1% | $1.25万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $8.59万 | 0.03% | 2,991 | 1,083 | 56.8% | $3.11万 | 加仓 |
| USB | US BANCORP COM NEW | $8.62万 | 0.03% | 1,658 | 845 | 103.9% | $4.39万 | 加仓 |