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 |
|---|---|---|---|---|---|---|---|---|
| TPR | TAPESTRY INC COM | $9.93万 | 0.03% | 678 | -71 | -9.5% | -$1.04万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $9.96万 | 0.03% | 1,205 | -5 | -0.4% | -$413 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $10.10万 | 0.03% | 691 | -174 | -20.1% | -$2.54万 | 减仓 |
| HAL | HALLIBURTON CO COM | $10.47万 | 0.03% | 3,084 | 406 | 15.2% | $1.38万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $10.55万 | 0.03% | 3,958 | 43 | 1.1% | $1,146 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $10.68万 | 0.03% | 274 | 1 | 0.4% | $390 | 加仓 |
| GE | GE AEROSPACE COM NEW | $10.92万 | 0.03% | 292 | 43 | 17.3% | $1.61万 | 加仓 |
| QCOM | QUALCOMM INC COM | $11.03万 | 0.03% | 597 | 445 | 292.8% | $8.22万 | 加仓 |
| USB | US BANCORP COM NEW | $11.21万 | 0.03% | 1,856 | 198 | 11.9% | $1.20万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $11.28万 | 0.03% | 506 | -796 | -61.1% | -$17.75万 | 减仓 |
| EOG | EOG RES INC COM | $11.46万 | 0.04% | 883 | 136 | 18.2% | $1.76万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $11.65万 | 0.04% | 682 | 682 | — | $11.65万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $11.95万 | 0.04% | 1,295 | -54 | -4.0% | -$4,985 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $11.99万 | 0.04% | 1,050 | -240 | -18.6% | -$2.74万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $12.30万 | 0.04% | 285 | 227 | 391.4% | $9.79万 | 加仓 |
| DHI | D R HORTON INC COM | $12.36万 | 0.04% | 759 | 123 | 19.3% | $2.00万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $12.46万 | 0.04% | 2,942 | 343 | 13.2% | $1.45万 | 加仓 |
| XPO | XPO INC COM | $12.65万 | 0.04% | 616 | -173 | -21.9% | -$3.55万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $12.73万 | 0.04% | 64 | 63 | 6,300.0% | $12.53万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $12.75万 | 0.04% | 374 | -1 | -0.3% | -$341 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $12.94万 | 0.04% | 1,764 | 1,367 | 344.3% | $10.03万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $13.10万 | 0.04% | 439 | 316 | 256.9% | $9.43万 | 加仓 |
| WELL | WELLTOWER INC COM | $13.12万 | 0.04% | 578 | -1,080 | -65.1% | -$24.51万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $13.37万 | 0.04% | 983 | 78 | 8.6% | $1.06万 | 加仓 |
| BA | BOEING CO COM | $13.38万 | 0.04% | 618 | -16 | -2.5% | -$3,464 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $13.45万 | 0.04% | 667 | -712 | -51.6% | -$14.35万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $13.64万 | 0.04% | 533 | 69 | 14.9% | $1.77万 | 加仓 |
| EQIX | EQUINIX INC COM | $13.66万 | 0.04% | 131 | 116 | 773.3% | $12.09万 | 加仓 |
| TER | TERADYNE INC COM | $13.69万 | 0.04% | 283 | -59 | -17.3% | -$2.85万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $13.94万 | 0.04% | 496 | 280 | 129.6% | $7.87万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $13.96万 | 0.04% | 546 | 69 | 14.5% | $1.76万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $14.05万 | 0.04% | 464 | 7 | 1.5% | $2,119 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $14.33万 | 0.04% | 4,858 | 46 | 1.0% | $1,357 | 加仓 |
| APH | AMPHENOL CORP CL A | $14.42万 | 0.04% | 818 | 585 | 251.1% | $10.31万 | 加仓 |
| BIIB | BIOGEN INC COM | $14.52万 | 0.04% | 672 | 79 | 13.3% | $1.71万 | 加仓 |
| — | MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | $14.80万 | 0.05% | 4,813 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $14.89万 | 0.05% | 1,590 | 363 | 29.6% | $3.40万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $14.94万 | 0.05% | 1,044 | -817 | -43.9% | -$11.70万 | 减仓 |
| CCJ | CAMECO CORP COM | $15.07万 | 0.05% | 1,479 | -765 | -34.1% | -$7.79万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $15.07万 | 0.05% | 226 | -153 | -40.4% | -$10.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $15.51万 | 0.05% | 302 | -112 | -27.1% | -$5.75万 | 减仓 |
| CW | CURTISS WRIGHT CORP COM | $15.53万 | 0.05% | 205 | -25 | -10.9% | -$1.89万 | 减仓 |
| CSCO | CISCO SYS INC COM | $15.90万 | 0.05% | 1,353 | 149 | 12.4% | $1.75万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $16.00万 | 0.05% | 171 | 4 | 2.4% | $3,742 | 加仓 |
| PHM | PULTE GROUP INC COM | $16.01万 | 0.05% | 1,167 | 184 | 18.7% | $2.52万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $16.16万 | 0.05% | 253 | 4 | 1.6% | $2,555 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $16.17万 | 0.05% | 117 | -30 | -20.4% | -$4.15万 | 减仓 |
| DXCM | DEXCOM INC COM | $16.29万 | 0.05% | 2,418 | -270 | -10.0% | -$1.82万 | 减仓 |
| CMI | CUMMINS INC COM | $16.40万 | 0.05% | 230 | 58 | 33.7% | $4.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $16.46万 | 0.05% | 414 | -12 | -2.8% | -$4,772 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $16.66万 | 0.05% | 2,191 | 206 | 10.4% | $1.57万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $16.95万 | 0.05% | 2,355 | 33 | 1.4% | $2,375 | 加仓 |
| PWR | QUANTA SVCS INC COM | $17.06万 | 0.05% | 237 | -63 | -21.0% | -$4.54万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $17.59万 | 0.05% | 2,302 | 306 | 15.3% | $2.34万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $17.76万 | 0.05% | 3,116 | -257 | -7.6% | -$1.46万 | 减仓 |
| CTVA | CORTEVA INC COM | $18.06万 | 0.06% | 2,132 | 20 | 0.9% | $1,694 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $18.24万 | 0.06% | 2,075 | 253 | 13.9% | $2.22万 | 加仓 |
| KLAC | KLA CORP COM NEW | $18.46万 | 0.06% | 612 | -678 | -52.6% | -$20.46万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $18.47万 | 0.06% | 974 | -188 | -16.2% | -$3.56万 | 减仓 |
| ETN | EATON CORP PLC SHS | $19.39万 | 0.06% | 455 | -46 | -9.2% | -$1.96万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $19.72万 | 0.06% | 10,448 | -741 | -6.6% | -$1.40万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $19.72万 | 0.06% | 3,135 | -234 | -6.9% | -$1.47万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $20.27万 | 0.06% | 2,310 | -2,029 | -46.8% | -$17.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $20.65万 | 0.06% | 214 | 81 | 60.9% | $7.82万 | 加仓 |
| PEP | PEPSICO INC COM | $20.96万 | 0.06% | 1,547 | -493 | -24.2% | -$6.68万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $21.41万 | 0.07% | 680 | -33 | -4.6% | -$1.04万 | 减仓 |
| LIN | LINDE PLC SHS | $21.64万 | 0.07% | 417 | -23 | -5.2% | -$1.19万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $22.00万 | 0.07% | 2,432 | -566 | -18.9% | -$5.12万 | 减仓 |
| GEV | GE VERNOVA INC COM | $22.56万 | 0.07% | 192 | -1 | -0.5% | -$1,175 | 减仓 |
| SNDK | SANDISK CORP COM | $22.96万 | 0.07% | 101 | -19 | -15.8% | -$4.32万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $23.75万 | 0.07% | 4,279 | -301 | -6.6% | -$1.67万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $24.45万 | 0.08% | 1,788 | 1,788 | — | $24.45万 | 新建仓 |
| ATI | ATI INC COM | $24.52万 | 0.08% | 1,244 | -230 | -15.6% | -$4.53万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $24.52万 | 0.08% | 590 | 386 | 189.2% | $16.04万 | 加仓 |
| AEE | AMEREN CORP COM | $24.76万 | 0.08% | 2,190 | 3 | 0.1% | $339 | 加仓 |
| C | CITIGROUP INC COM NEW | $24.83万 | 0.08% | 1,774 | 162 | 10.0% | $2.27万 | 加仓 |
| ORCL | ORACLE CORP COM | $25.38万 | 0.08% | 1,732 | 79 | 4.8% | $1.16万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $26.01万 | 0.08% | 1,592 | -89 | -5.3% | -$1.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $26.86万 | 0.08% | 352 | -47 | -11.8% | -$3.59万 | 减仓 |
| USO | UNITED STATES OIL FUND LP | $26.87万 | 0.08% | 2,524 | -196 | -7.2% | -$2.09万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $27.00万 | 0.08% | 1,239 | 82 | 7.1% | $1.79万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $27.88万 | 0.09% | 702 | -51 | -6.8% | -$2.03万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $29.40万 | 0.09% | 5,102 | 854 | 20.1% | $4.92万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $30.79万 | 0.09% | 622 | -72 | -10.4% | -$3.56万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $35.99万 | 0.11% | 6,949 | -247 | -3.4% | -$1.28万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $36.19万 | 0.11% | 888 | 14 | 1.6% | $5,706 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $36.85万 | 0.11% | 1,043 | 97 | 10.3% | $3.43万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $37.11万 | 0.11% | 777 | -381 | -32.9% | -$18.20万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $37.44万 | 0.11% | 864 | 470 | 119.3% | $20.37万 | 加仓 |
| MRK | MERCK & CO INC COM | $39.24万 | 0.12% | 3,053 | -592 | -16.2% | -$7.61万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $39.98万 | 0.12% | 2,696 | 96 | 3.7% | $1.42万 | 加仓 |
| ABBV | ABBVIE INC COM | $40.87万 | 0.13% | 1,624 | -726 | -30.9% | -$18.27万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $41.71万 | 0.13% | 2,110 | 7 | 0.3% | $1,384 | 加仓 |
| META | META PLATFORMS INC CL A | $42.53万 | 0.13% | 755 | 40 | 5.6% | $2.25万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $42.61万 | 0.13% | 4,134 | -162 | -3.8% | -$1.67万 | 减仓 |
| FLEX | FLEX LTD ORD | $43.66万 | 0.13% | 2,694 | -795 | -22.8% | -$12.88万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $44.19万 | 0.14% | 5,130 | 210 | 4.3% | $1.81万 | 加仓 |
| T | AT&T INC COM | $44.45万 | 0.14% | 21,472 | 823 | 4.0% | $1.70万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $45.32万 | 0.14% | 2,130 | 8 | 0.4% | $1,702 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $45.34万 | 0.14% | 2,380 | 0 | 0.0% | — | 不变 |