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 |
|---|---|---|---|---|---|---|---|---|
| DHI | D R HORTON INC COM | $8.73万 | 0.03% | 636 | 428 | 205.8% | $5.87万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $8.74万 | 0.03% | 851 | 51 | 6.4% | $5,236 | 加仓 |
| SLB | SLB LIMITED COM STK | $8.76万 | 0.03% | 1,704 | 759 | 80.3% | $3.90万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.92万 | 0.03% | 2,321 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $9.25万 | 0.03% | 172 | 45 | 35.4% | $2.42万 | 加仓 |
| CSCO | CISCO SYS INC COM | $9.34万 | 0.03% | 1,204 | -294 | -19.6% | -$2.28万 | 减仓 |
| DOW | DOW HLDGS INC COM | $9.37万 | 0.03% | 2,250 | 29 | 1.3% | $1,208 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $9.47万 | 0.03% | 463 | 463 | — | $9.47万 | 新建仓 |
| TSN | TYSON FOODS INC CL A | $9.51万 | 0.03% | 1,485 | 2 | 0.1% | $128 | 加仓 |
| PFE | PFIZER INC COM | $9.58万 | 0.03% | 3,412 | 1,007 | 41.9% | $2.83万 | 加仓 |
| NFLX | NETFLIX INC. COM | $9.60万 | 0.03% | 998 | 634 | 174.2% | $6.10万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $9.64万 | 0.03% | 1,210 | 154 | 14.6% | $1.23万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9.92万 | 0.03% | 396 | 364 | 1,137.5% | $9.12万 | 加仓 |
| TER | TERADYNE INC COM | $10.14万 | 0.03% | 342 | 342 | — | $10.14万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $10.29万 | 0.04% | 761 | 397 | 109.1% | $5.37万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $10.41万 | 0.04% | 662 | -2,963 | -81.7% | -$46.61万 | 减仓 |
| HAL | HALLIBURTON CO COM | $10.44万 | 0.04% | 2,678 | 1,429 | 114.4% | $5.57万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $10.52万 | 0.04% | 797 | 127 | 19.0% | $1.68万 | 加仓 |
| TPR | TAPESTRY INC COM | $10.56万 | 0.04% | 749 | 117 | 18.5% | $1.65万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $10.71万 | 0.04% | 464 | 162 | 53.6% | $3.74万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $10.75万 | 0.04% | 3,915 | 266 | 7.3% | $7,304 | 加仓 |
| EOG | EOG RES INC COM | $10.80万 | 0.04% | 747 | 383 | 105.2% | $5.54万 | 加仓 |
| BIIB | BIOGEN INC COM | $10.87万 | 0.04% | 593 | 334 | 129.0% | $6.12万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $11.07万 | 0.04% | 535 | 202 | 60.7% | $4.18万 | 加仓 |
| DASH | DOORDASH INC CL A | $11.17万 | 0.04% | 744 | 691 | 1,303.8% | $10.38万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $11.33万 | 0.04% | 865 | 102 | 13.4% | $1.34万 | 加仓 |
| PHM | PULTE GROUP INC COM | $11.56万 | 0.04% | 983 | 484 | 97.0% | $5.69万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $11.65万 | 0.04% | 477 | 113 | 31.0% | $2.76万 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $12.16万 | 0.04% | 4,812 | 50 | 1.0% | $1,263 | 加仓 |
| BA | BOEING CO COM | $12.62万 | 0.04% | 634 | 24 | 3.9% | $4,777 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $12.68万 | 0.04% | 1,349 | 106 | 8.5% | $9,960 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $12.92万 | 0.04% | 273 | 130 | 90.9% | $6.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $13.05万 | 0.04% | 2,599 | 1,226 | 89.3% | $6.15万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $13.50万 | 0.05% | 1,985 | 963 | 94.2% | $6.55万 | 加仓 |
| — | MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | $13.60万 | 0.05% | 4,813 | 0 | 0.0% | — | 不变 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $13.95万 | 0.05% | 1,822 | -1,059 | -36.8% | -$8.11万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $14.51万 | 0.05% | 1,996 | 483 | 31.9% | $3.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $15.10万 | 0.05% | 1,032 | 735 | 247.5% | $10.75万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $15.30万 | 0.05% | 1,290 | -496 | -27.8% | -$5.88万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $15.32万 | 0.05% | 2,322 | 580 | 33.3% | $3.83万 | 加仓 |
| XPO | XPO INC COM | $15.35万 | 0.05% | 789 | 789 | — | $15.35万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $15.58万 | 0.05% | 399 | -484 | -54.8% | -$18.90万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $15.67万 | 0.05% | 230 | 230 | — | $15.67万 | 新建仓 |
| INTC | INTEL CORP COM | $15.92万 | 0.05% | 3,607 | 441 | 13.9% | $1.95万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $16.07万 | 0.06% | 147 | -123 | -45.6% | -$13.45万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $16.44万 | 0.06% | 3,373 | 1,220 | 56.7% | $5.95万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $16.47万 | 0.06% | 300 | 278 | 1,263.6% | $15.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $16.64万 | 0.06% | 167 | 62 | 59.0% | $6.18万 | 加仓 |
| GEV | GE VERNOVA INC COM | $16.85万 | 0.06% | 193 | 139 | 257.4% | $12.13万 | 加仓 |
| DXCM | DEXCOM INC COM | $16.88万 | 0.06% | 2,688 | 2,688 | — | $16.88万 | 新建仓 |
| CTVA | CORTEVA INC COM | $17.68万 | 0.06% | 2,112 | 133 | 6.7% | $1.11万 | 加仓 |
| ETN | EATON CORP PLC SHS | $17.92万 | 0.06% | 501 | 471 | 1,570.0% | $16.85万 | 加仓 |
| C | CITIGROUP INC COM NEW | $18.28万 | 0.06% | 1,612 | 657 | 68.8% | $7.45万 | 加仓 |
| KLAC | KLA CORP COM NEW | $18.99万 | 0.07% | 129 | 114 | 760.0% | $16.79万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $19.39万 | 0.07% | 1,681 | 797 | 90.2% | $9.19万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $19.64万 | 0.07% | 426 | 391 | 1,117.1% | $18.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $19.80万 | 0.07% | 3,369 | 3,172 | 1,610.2% | $18.65万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $20.68万 | 0.07% | 414 | 102 | 32.7% | $5.09万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $21.09万 | 0.07% | 617 | 514 | 499.0% | $17.57万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $21.29万 | 0.07% | 2,991 | -2,103 | -41.3% | -$14.97万 | 减仓 |
| ATI | ATI INC COM | $21.44万 | 0.07% | 1,474 | 1,474 | — | $21.44万 | 新建仓 |
| LIN | LINDE PLC SHS | $21.81万 | 0.07% | 440 | 398 | 947.6% | $19.73万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $22.70万 | 0.08% | 1,157 | -24 | -2.0% | -$4,709 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD ORD | $22.84万 | 0.08% | 3,489 | -3,843 | -52.4% | -$25.16万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $22.92万 | 0.08% | 1,162 | 1,162 | — | $22.92万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $22.93万 | 0.08% | 379 | 379 | — | $22.93万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $23.43万 | 0.08% | 713 | -526 | -42.5% | -$17.28万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $23.96万 | 0.08% | 753 | 708 | 1,573.3% | $22.52万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $24.01万 | 0.08% | 2,998 | 2,938 | 4,896.7% | $23.53万 | 加仓 |
| AEE | AMEREN CORP COM | $24.04万 | 0.08% | 2,187 | 1,054 | 93.0% | $11.59万 | 加仓 |
| ORCL | ORACLE CORP COM | $24.32万 | 0.08% | 1,653 | 128 | 8.4% | $1.88万 | 加仓 |
| CCJ | CAMECO CORP COM | $24.37万 | 0.08% | 2,244 | -978 | -30.4% | -$10.62万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $24.38万 | 0.08% | 1,861 | -1,590 | -46.1% | -$20.83万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $24.91万 | 0.09% | 694 | -1,162 | -62.6% | -$41.70万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $25.76万 | 0.09% | 4,248 | 1,276 | 42.9% | $7.74万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $27.14万 | 0.09% | 946 | 425 | 81.6% | $12.19万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $27.29万 | 0.09% | 11,189 | -270 | -2.4% | -$6,585 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $27.96万 | 0.10% | 4,580 | 4,320 | 1,661.5% | $26.37万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $28.82万 | 0.10% | 1,379 | -1,896 | -57.9% | -$39.63万 | 减仓 |
| — | EXXON MOBIL CORP COM | $29.15万 | 0.10% | 1,718 | 485 | 39.3% | $8.23万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $29.92万 | 0.10% | 1,302 | -1,344 | -50.8% | -$30.89万 | 减仓 |
| — | HONEYWELL INTL INC COM | $31.58万 | 0.11% | 1,397 | 1,097 | 365.7% | $24.80万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $31.63万 | 0.11% | 2,380 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $31.67万 | 0.11% | 2,040 | 66 | 3.3% | $1.02万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $32.32万 | 0.11% | 2,600 | -11 | -0.4% | -$1,367 | 减仓 |
| WELL | WELLTOWER INC COM | $32.78万 | 0.11% | 1,658 | 1,577 | 1,946.9% | $31.18万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $33.76万 | 0.12% | 7,196 | -69 | -0.9% | -$3,237 | 减仓 |
| USO | UNITED STATES OIL FUND LP | $34.61万 | 0.12% | 2,720 | -788 | -22.5% | -$10.03万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $35.82万 | 0.12% | 820 | -12 | -1.4% | -$5,241 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $37.17万 | 0.13% | 874 | 40 | 4.8% | $1.70万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $38.75万 | 0.13% | 2,103 | 10 | 0.5% | $1,843 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $39.14万 | 0.13% | 1,158 | -471 | -28.9% | -$15.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $39.45万 | 0.14% | 1,628 | 47 | 3.0% | $1.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $40.30万 | 0.14% | 4,339 | -3,680 | -45.9% | -$34.18万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $40.72万 | 0.14% | 2,122 | -41 | -1.9% | -$7,869 | 减仓 |
| META | META PLATFORMS INC CL A | $40.91万 | 0.14% | 715 | 422 | 144.0% | $24.14万 | 加仓 |
| TSLA | TESLA INC COM | $42.42万 | 0.15% | 1,141 | 625 | 121.1% | $23.23万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $42.90万 | 0.15% | 4,296 | -280 | -6.1% | -$2.80万 | 减仓 |
| MRK | MERCK & CO INC COM | $43.85万 | 0.15% | 3,645 | 2,804 | 333.4% | $33.73万 | 加仓 |
| V | VISA INC COM CL A | $46.80万 | 0.16% | 1,549 | -798 | -34.0% | -$24.11万 | 减仓 |