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 |
|---|---|---|---|---|---|---|---|---|
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.66万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $3.70万 | 0.01% | 426 | 34 | 8.7% | $2,957 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $3.70万 | 0.01% | 344 | 97 | 39.3% | $1.04万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.74万 | 0.01% | 139 | -8 | -5.4% | -$2,151 | 减仓 |
| IAU | ISHARES GOLD TRUST | $3.75万 | 0.01% | 497 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.78万 | 0.01% | 410 | 8 | 2.0% | $737 | 加仓 |
| BX | BLACKSTONE INC COM | $3.79万 | 0.01% | 322 | 42 | 15.0% | $4,942 | 加仓 |
| TJX | TJX COS INC NEW COM | $3.83万 | 0.01% | 253 | -47 | -15.7% | -$7,121 | 减仓 |
| NOW | SERVICENOW INC COM | $3.86万 | 0.01% | 389 | 22 | 6.0% | $2,184 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.91万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $4.00万 | 0.01% | 331 | 68 | 25.9% | $8,225 | 加仓 |
| CSX | CSX CORP COM | $4.03万 | 0.01% | 847 | 18 | 2.2% | $856 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $4.03万 | 0.01% | 193 | -17 | -8.1% | -$3,554 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.07万 | 0.01% | 395 | 88 | 28.7% | $9,061 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $4.16万 | 0.01% | 230 | 25 | 12.2% | $4,523 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.31万 | 0.01% | 946 | 162 | 20.7% | $7,374 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $4.38万 | 0.01% | 504 | 6 | 1.2% | $522 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $4.38万 | 0.01% | 86 | 34 | 65.4% | $1.73万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $4.43万 | 0.01% | 180 | 33 | 22.4% | $8,125 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $4.49万 | 0.01% | 1,087 | 189 | 21.0% | $7,810 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $4.50万 | 0.01% | 46 | -3 | -6.1% | -$2,934 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $4.60万 | 0.01% | 119 | 48 | 67.6% | $1.86万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4.64万 | 0.01% | 463 | 25 | 5.7% | $2,507 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $4.65万 | 0.01% | 431 | 44 | 11.4% | $4,749 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $4.69万 | 0.01% | 1,335 | -1 | -0.1% | -$35 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $4.77万 | 0.01% | 290 | -1 | -0.3% | -$165 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.84万 | 0.01% | 130 | -1 | -0.8% | -$372 | 减仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $4.87万 | 0.01% | 1,487 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $4.90万 | 0.02% | 2,951 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC CL A | $4.99万 | 0.02% | 366 | 366 | — | $4.99万 | 新建仓 |
| LOW | LOWES COS INC COM | $5.07万 | 0.02% | 230 | 19 | 9.0% | $4,189 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $5.07万 | 0.02% | 470 | 48 | 11.4% | $5,182 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5.08万 | 0.02% | 227 | 24 | 11.8% | $5,368 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $5.16万 | 0.02% | 659 | -26 | -3.8% | -$2,034 | 减仓 |
| EBAY | EBAY INC. COM | $5.25万 | 0.02% | 469 | 16 | 3.5% | $1,790 | 加仓 |
| DHR | DANAHER CORP DEL COM | $5.28万 | 0.02% | 277 | 19 | 7.4% | $3,620 | 加仓 |
| BLK | BLACKROCK INC COM | $5.29万 | 0.02% | 55 | 21 | 61.8% | $2.02万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $5.48万 | 0.02% | 146 | -21 | -12.6% | -$7,882 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.49万 | 0.02% | 164 | -232 | -58.6% | -$7.77万 | 减仓 |
| DASH | DOORDASH INC CL A | $5.52万 | 0.02% | 299 | -445 | -59.8% | -$8.21万 | 减仓 |
| CRM | SALESFORCE INC COM | $5.53万 | 0.02% | 353 | -86 | -19.6% | -$1.35万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5.57万 | 0.02% | 870 | -2,121 | -70.9% | -$13.58万 | 减仓 |
| HPQ | HP INC COM | $5.61万 | 0.02% | 2,559 | 47 | 1.9% | $1,031 | 加仓 |
| PLD | PROLOGIS INC. COM | $5.68万 | 0.02% | 419 | 77 | 22.5% | $1.04万 | 加仓 |
| RTX | RTX CORPORATION COM | $5.81万 | 0.02% | 306 | 3 | 1.0% | $569 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5.88万 | 0.02% | 608 | 296 | 94.9% | $2.86万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $5.93万 | 0.02% | 265 | 50 | 23.3% | $1.12万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $5.99万 | 0.02% | 414 | 16 | 4.0% | $2,314 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $6.02万 | 0.02% | 231 | 14 | 6.5% | $3,646 | 加仓 |
| TFC | TRUIST FINL CORP COM | $6.03万 | 0.02% | 1,211 | 385 | 46.6% | $1.92万 | 加仓 |
| DOW | DOW HLDGS INC COM | $6.08万 | 0.02% | 2,221 | -29 | -1.3% | -$794 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $6.13万 | 0.02% | 122 | 12 | 10.9% | $6,026 | 加仓 |
| GM | GENERAL MTRS CO COM | $6.15万 | 0.02% | 797 | 162 | 25.5% | $1.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $6.20万 | 0.02% | 208 | 23 | 12.4% | $6,851 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $6.20万 | 0.02% | 309 | 19 | 6.6% | $3,812 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $6.37万 | 0.02% | 288 | 288 | — | $6.37万 | 新建仓 |
| HON | HONEYWELL INTL INC COM | $6.45万 | 0.02% | 288 | -1,109 | -79.4% | -$24.83万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $6.60万 | 0.02% | 856 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $6.63万 | 0.02% | 2,198 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $6.63万 | 0.02% | 167 | 33 | 24.6% | $1.31万 | 加仓 |
| FDX | FEDEX CORP COM | $6.63万 | 0.02% | 211 | 2 | 1.0% | $629 | 加仓 |
| NFLX | NETFLIX INC. COM | $6.68万 | 0.02% | 936 | -62 | -6.2% | -$4,427 | 减仓 |
| CI | THE CIGNA GROUP COM | $6.70万 | 0.02% | 243 | 96 | 65.3% | $2.65万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.70万 | 0.02% | 283 | 119 | 72.6% | $2.82万 | 加仓 |
| MET | METLIFE INC COM | $6.83万 | 0.02% | 807 | 26 | 3.3% | $2,200 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6.84万 | 0.02% | 1,296 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $6.95万 | 0.02% | 2,885 | -527 | -15.4% | -$1.27万 | 减仓 |
| UNP | UNION PAC CORP COM | $6.96万 | 0.02% | 256 | 27 | 11.8% | $7,344 | 加仓 |
| F | FORD MTR CO COM | $7.06万 | 0.02% | 5,082 | 1,834 | 56.5% | $2.55万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $7.07万 | 0.02% | 378 | 44 | 13.2% | $8,231 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $7.08万 | 0.02% | 1,828 | 721 | 65.1% | $2.79万 | 加仓 |
| MCD | MCDONALDS CORP COM | $7.15万 | 0.02% | 264 | -10 | -3.6% | -$2,708 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.15万 | 0.02% | 613 | -419 | -40.6% | -$4.89万 | 减仓 |
| TGT | TARGET CORP COM | $7.24万 | 0.02% | 554 | 33 | 6.3% | $4,313 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $7.24万 | 0.02% | 1,740 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $7.39万 | 0.02% | 1,291 | -194 | -13.1% | -$1.11万 | 减仓 |
| NEM | NEWMONT CORP COM | $7.50万 | 0.02% | 803 | 79 | 10.9% | $7,381 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.73万 | 0.02% | 2,321 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $7.74万 | 0.02% | 3,154 | 163 | 5.4% | $4,002 | 加仓 |
| AFL | AFLAC INC COM | $7.80万 | 0.02% | 665 | -20 | -2.9% | -$2,345 | 减仓 |
| DIS | DISNEY WALT CO COM | $7.82万 | 0.02% | 812 | -65 | -7.4% | -$6,257 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $7.91万 | 0.02% | 642 | -20 | -3.0% | -$2,463 | 减仓 |
| ILMN | ILLUMINA INC COM | $7.97万 | 0.02% | 453 | 453 | — | $7.97万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $8.12万 | 0.02% | 531 | 531 | — | $8.12万 | 新建仓 |
| NOK | NOKIA CORP SPONSORED ADR | $8.15万 | 0.03% | 6,136 | 6,136 | — | $8.15万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $8.21万 | 0.03% | 605 | -1,218 | -66.8% | -$16.52万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $8.23万 | 0.03% | 232 | 82 | 54.7% | $2.91万 | 重新持有 |
| SLB | SLB LIMITED COM STK | $8.37万 | 0.03% | 1,801 | 97 | 5.7% | $4,510 | 加仓 |
| FOXA | FOX CORP CL A COM | $8.40万 | 0.03% | 1,610 | 175 | 12.2% | $9,128 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $8.52万 | 0.03% | 514 | -21 | -3.9% | -$3,481 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $8.66万 | 0.03% | 738 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $8.75万 | 0.03% | 265 | 45 | 20.5% | $1.49万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $8.78万 | 0.03% | 968 | 117 | 13.7% | $1.06万 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $8.92万 | 0.03% | 513 | -25 | -4.6% | -$4,346 | 减仓 |
| COP | CONOCOPHILLIPS COM | $8.92万 | 0.03% | 858 | 61 | 7.7% | $6,344 | 加仓 |
| STT | STATE STR CORP COM | $9.23万 | 0.03% | 544 | 131 | 31.7% | $2.22万 | 加仓 |
| KO | COCA COLA CO COM | $9.30万 | 0.03% | 1,144 | 156 | 15.8% | $1.27万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION COM | $9.33万 | 0.03% | 3,639 | 26 | 0.7% | $667 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $9.70万 | 0.03% | 732 | -29 | -3.8% | -$3,843 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $9.81万 | 0.03% | 97 | 15 | 18.3% | $1.52万 | 加仓 |