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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC COM | $50.47万 | 0.17% | 3,712 | 1,196 | 47.5% | $16.26万 | 加仓 |
| ABBV | ABBVIE INC COM | $51.11万 | 0.18% | 2,350 | -1,821 | -43.7% | -$39.60万 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $51.15万 | 0.18% | 8,342 | 187 | 2.3% | $1.15万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $51.57万 | 0.18% | 2,004 | 4 | 0.2% | $1,029 | 加仓 |
| MMM | 3M CO COM | $52.75万 | 0.18% | 3,632 | -19 | -0.5% | -$2,760 | 减仓 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $53.28万 | 0.18% | 11,385 | -218,053 | -95.0% | -$1,020.45万 | 减仓 |
| HD | HOME DEPOT INC COM | $54.43万 | 0.19% | 1,655 | 122 | 8.0% | $4.01万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $54.76万 | 0.19% | 5,663 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $55.07万 | 0.19% | 10,095 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $58.18万 | 0.20% | 9,733 | -562 | -5.5% | -$3.36万 | 减仓 |
| T | AT&T INC COM | $59.86万 | 0.21% | 20,649 | 1,886 | 10.1% | $5.47万 | 加仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $62.19万 | 0.21% | 18,525 | 83 | 0.5% | $2,786 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $65.97万 | 0.23% | 1,911 | 892 | 87.5% | $30.79万 | 加仓 |
| AVGO | BROADCOM INC COM | $70.65万 | 0.24% | 2,283 | -692 | -23.3% | -$21.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $71.91万 | 0.25% | 2,942 | -1,167 | -28.4% | -$28.53万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $74.45万 | 0.26% | 14,711 | -1,702 | -10.4% | -$8.61万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $78.08万 | 0.27% | 5,406 | 99 | 1.9% | $1.43万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $81.48万 | 0.28% | 2,833 | 1,857 | 190.3% | $53.41万 | 加仓 |
| ALL | ALLSTATE CORP COM | $86.63万 | 0.30% | 4,178 | 130 | 3.2% | $2.70万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $91.38万 | 0.31% | 11,600 | 565 | 5.1% | $4.45万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $117.98万 | 0.41% | 33,671 | -973 | -2.8% | -$3.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $131.16万 | 0.45% | 2,737 | 40 | 1.5% | $1.92万 | 加仓 |
| LLY | ELI LILLY & CO COM | $133.73万 | 0.46% | 1,454 | 231 | 18.9% | $21.25万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $143.63万 | 0.49% | 2 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $145.59万 | 0.50% | 37,466 | -1,591 | -4.1% | -$6.18万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $146.67万 | 0.50% | 19,727 | -731 | -3.6% | -$5.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $152.57万 | 0.52% | 8,748 | -551 | -5.9% | -$9.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $180.33万 | 0.62% | 6,130 | 200 | 3.4% | $5.88万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $187.50万 | 0.64% | 5,065 | -1,115 | -18.0% | -$41.28万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $192.43万 | 0.66% | 3,220 | -128 | -3.8% | -$7.65万 | 减仓 |
| DE | DEERE & CO COM | $196.03万 | 0.67% | 3,480 | 24 | 0.7% | $1.35万 | 加仓 |
| AAPL | APPLE INC COM | $198.04万 | 0.68% | 7,803 | -964 | -11.0% | -$24.47万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $226.63万 | 0.78% | 63,463 | 63,463 | — | $226.63万 | 新建仓 |
| COWZ | PACER US CASH COWS 100 ETF | $246.80万 | 0.85% | 39,450 | -484,702 | -92.5% | -$3,032.31万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $258.84万 | 0.89% | 51,387 | 4,426 | 9.4% | $22.29万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $274.55万 | 0.94% | 81,857 | 6,254 | 8.3% | $20.98万 | 加仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $283.48万 | 0.97% | 32,207 | 1,050 | 3.4% | $9.24万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $294.84万 | 1.01% | 31,950 | 1,369 | 4.5% | $12.63万 | 加仓 |
| WMT | WALMART INC COM | $374.96万 | 1.29% | 30,171 | 2,502 | 9.0% | $31.09万 | 加仓 |
| AMZN | AMAZON COM INC COM | $388.80万 | 1.34% | 18,668 | 1,623 | 9.5% | $33.80万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $473.34万 | 1.63% | 95,029 | 3,227 | 3.5% | $16.07万 | 加仓 |
| CAT | CATERPILLAR INC COM | $522.84万 | 1.80% | 7,380 | 291 | 4.1% | $20.62万 | 加仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $624.67万 | 2.15% | 77,521 | -1,658 | -2.1% | -$13.36万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $666.69万 | 2.29% | 66,542 | -1,551 | -2.3% | -$15.54万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $686.19万 | 2.36% | 413,121 | 14,386 | 3.6% | $23.90万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $860.39万 | 2.96% | 92,824 | -8,270 | -8.2% | -$76.65万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $865.06万 | 2.97% | 78,307 | 1,455 | 1.9% | $16.07万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $1,078.58万 | 3.71% | 225,268 | 225,268 | — | $1,078.58万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,148.11万 | 3.95% | 19,892 | 1,367 | 7.4% | $78.90万 | 加仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $1,168.10万 | 4.01% | 111,216 | 60,300 | 118.4% | $633.33万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $1,182.40万 | 4.06% | 106,350 | 3,033 | 2.9% | $33.72万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1,211.07万 | 4.16% | 462,241 | 29,204 | 6.7% | $76.51万 | 加仓 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $1,494.26万 | 5.14% | 594,257 | 37,775 | 6.8% | $94.99万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $2,273.06万 | 7.81% | 267,924 | 2,640 | 1.0% | $22.40万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $2,310.16万 | 7.94% | 585,147 | 585,147 | — | $2,310.16万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4,060.76万 | 13.96% | 62,441 | 3,450 | 5.8% | $224.37万 | 加仓 |