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 |
|---|---|---|---|---|---|---|---|---|
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $46.09万 | 0.14% | 9,897 | -1,488 | -13.1% | -$6.93万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $48.17万 | 0.15% | 417 | 167 | 66.8% | $19.29万 | 加仓 |
| TSLA | TESLA INC COM | $49.34万 | 0.15% | 1,173 | 32 | 2.8% | $1.35万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $49.45万 | 0.15% | 1,758 | 130 | 8.0% | $3.66万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $49.70万 | 0.15% | 1,710 | -201 | -10.5% | -$5.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $50.31万 | 0.15% | 866 | 599 | 224.3% | $34.80万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $52.85万 | 0.16% | 731 | 114 | 18.5% | $8.24万 | 加仓 |
| V | VISA INC COM CL A | $54.37万 | 0.17% | 1,584 | 35 | 2.3% | $1.20万 | 加仓 |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | $58.62万 | 0.18% | 9,814 | 81 | 0.8% | $4,838 | 加仓 |
| MMM | 3M CO COM | $58.77万 | 0.18% | 3,629 | -3 | -0.1% | -$486 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $58.87万 | 0.18% | 5,662 | -1 | -0.0% | -$104 | 减仓 |
| JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $60.45万 | 0.19% | 8,363 | 21 | 0.3% | $1,518 | 加仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $60.77万 | 0.19% | 18,641 | 116 | 0.6% | $3,782 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $61.45万 | 0.19% | 2,006 | 2 | 0.1% | $613 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $61.81万 | 0.19% | 10,095 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $64.12万 | 0.20% | 1,818 | 163 | 9.8% | $5.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $67.99万 | 0.21% | 2,677 | -265 | -9.0% | -$6.73万 | 减仓 |
| INTC | INTEL CORP COM | $69.66万 | 0.21% | 4,988 | 1,381 | 38.3% | $19.29万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $73.57万 | 0.23% | 14,547 | -164 | -1.1% | -$8,294 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $81.13万 | 0.25% | 5,532 | 126 | 2.3% | $1.85万 | 加仓 |
| GLW | CORNING INC COM | $87.85万 | 0.27% | 3,439 | -273 | -7.4% | -$6.97万 | 减仓 |
| AVGO | BROADCOM INC COM | $89.75万 | 0.28% | 2,375 | 92 | 4.0% | $3.48万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $100.55万 | 0.31% | 2,813 | -20 | -0.7% | -$7,149 | 减仓 |
| ALL | ALLSTATE CORP COM | $102.76万 | 0.32% | 4,318 | 140 | 3.4% | $3.33万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $110.20万 | 0.34% | 11,211 | -389 | -3.4% | -$3.82万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $118.52万 | 0.36% | 30,554 | -3,117 | -9.3% | -$12.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $121.74万 | 0.37% | 2,433 | -304 | -11.1% | -$15.21万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $149.77万 | 0.46% | 2 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $150.99万 | 0.46% | 19,723 | -4 | -0.0% | -$306 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $160.70万 | 0.49% | 36,225 | -1,241 | -3.3% | -$5.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $169.45万 | 0.52% | 8,468 | -280 | -3.2% | -$5.60万 | 减仓 |
| LLY | ELI LILLY & CO COM | $175.48万 | 0.54% | 1,463 | 9 | 0.6% | $1.08万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $191.34万 | 0.59% | 5,129 | 64 | 1.3% | $2.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $205.54万 | 0.63% | 6,279 | 149 | 2.4% | $4.88万 | 加仓 |
| DE | DEERE & CO COM | $220.71万 | 0.68% | 3,479 | -1 | -0.0% | -$634 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $221.90万 | 0.68% | 3,230 | 10 | 0.3% | $6,870 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $228.29万 | 0.70% | 36,702 | -2,748 | -7.0% | -$17.09万 | 减仓 |
| AAPL | APPLE INC COM | $229.89万 | 0.71% | 7,944 | 141 | 1.8% | $4.08万 | 加仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $270.04万 | 0.83% | 68,294 | 4,831 | 7.6% | $19.10万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $284.09万 | 0.87% | 56,265 | 4,878 | 9.5% | $24.63万 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $296.40万 | 0.91% | 88,584 | 6,727 | 8.2% | $22.51万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $313.24万 | 0.96% | 33,970 | 2,020 | 6.3% | $18.63万 | 加仓 |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | $317.26万 | 0.97% | 32,013 | -194 | -0.6% | -$1.92万 | 减仓 |
| WMT | WALMART INC COM | $341.26万 | 1.05% | 30,130 | -41 | -0.1% | -$4,644 | 减仓 |
| AMZN | AMAZON COM INC COM | $450.84万 | 1.38% | 18,916 | 248 | 1.3% | $5.91万 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $495.00万 | 1.52% | 99,437 | 4,408 | 4.6% | $21.94万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $526.75万 | 1.62% | 404,879 | -8,242 | -2.0% | -$10.72万 | 减仓 |
| CAT | CATERPILLAR INC COM | $716.04万 | 2.20% | 6,724 | -656 | -8.9% | -$69.86万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $726.38万 | 2.23% | 75,280 | -2,241 | -2.9% | -$21.62万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $730.25万 | 2.24% | 91,948 | -876 | -0.9% | -$6.96万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $849.47万 | 2.61% | 84,811 | 18,269 | 27.5% | $182.98万 | 加仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $980.26万 | 3.01% | 78,571 | 264 | 0.3% | $3.29万 | 加仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $1,138.61万 | 3.50% | 238,451 | 13,183 | 5.9% | $62.95万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $1,296.16万 | 3.98% | 488,746 | 26,505 | 5.7% | $70.29万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $1,362.26万 | 4.18% | 106,360 | 10 | 0.0% | $1,281 | 加仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $1,374.90万 | 4.22% | 116,467 | 5,251 | 4.7% | $61.99万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,512.16万 | 4.64% | 20,534 | 642 | 3.2% | $47.28万 | 加仓 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $1,570.16万 | 4.82% | 625,688 | 31,431 | 5.3% | $78.88万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $2,450.08万 | 7.52% | 274,672 | 6,748 | 2.5% | $60.19万 | 加仓 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $2,697.23万 | 8.28% | 589,559 | 4,412 | 0.8% | $20.18万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $4,753.41万 | 14.60% | 63,652 | 1,211 | 1.9% | $90.44万 | 加仓 |