13F 机构持仓

Wilkerson Advisory Group LLC

COLUMBIA MO · SEC CIK 0002079661

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 14.6%
VFLO 8.3%
AVDE 7.5%
FTRB 4.8%
QQQ 4.6%
QGRO 4.2%
AVUS 4.2%
PYLD 4.0%
DFSD 3.5%
AVUV 3.0%

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
— EXXON MOBIL CORP COM $00.00%0 -1,718-100.0% -$29.15万 清仓
— HOLOGIC INC COM $00.00%0 -167-100.0% -$1.26万 清仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF $00.00%0 -220-100.0% -$1.06万 清仓
CPRT COPART INC COM $00.00%0 -215-100.0% -$7,138 清仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $00.00%0 -91-100.0% -$6,271 清仓
XYL XYLEM INC COM $00.00%0 -42-100.0% -$5,019 清仓
SSNC SS&C TECH HLDGS COM $00.00%0 -69-100.0% -$4,662 清仓
NBR NABORS INDUSTRIES LTD SHS $00.00%0 -50-100.0% -$4,303 清仓
BBCA JPMORGAN BETABUILDERS CANADA ETF $00.00%0 -45-100.0% -$4,233 清仓
BBEU JPMORGAN BETABUILDERS EUROPE ETF $00.00%0 -54-100.0% -$3,910 清仓
CCL CARNIVAL CORP COMMON STOCK $00.00%0 -147-100.0% -$3,804 清仓
GOVT ISHARES U.S. TREASURY BOND ETF $00.00%0 -166-100.0% -$3,803 清仓
VICI VICI PPTYS INC COM $00.00%0 -123-100.0% -$3,360 清仓
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF $00.00%0 -50-100.0% -$2,973 清仓
— WHEELS UP EXPERIENCE INC COM CL A $00.00%0 -5,000-100.0% -$2,583 清仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $00.00%0 -41-100.0% -$1,925 清仓
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF $00.00%0 -17-100.0% -$1,912 清仓
WTW WILLIS TOWERS WATSON PLC LTD SHS $00.00%0 -6-100.0% -$1,744 清仓
WCN WASTE CONNECTIONS INC COM $00.00%0 -10-100.0% -$1,624 清仓
DOV DOVER CORP COM $00.00%0 -7-100.0% -$1,459 清仓
— TRI POINTE HOMES INC COM $00.00%0 -30-100.0% -$1,402 清仓
LH LABCORP HOLDINGS INC COM SHS $00.00%0 -5-100.0% -$1,334 清仓
VEEV VEEVA SYS INC CL A COM $00.00%0 -6-100.0% -$1,054 清仓
VZLA VIZSLA SILVER CORP COM NEW $00.00%0 -305-100.0% -$1,007 清仓
AEM AGNICO EAGLE MINES LTD COM $00.00%0 -3-100.0% -$609 清仓
NTAP NETAPP INC COM $00.00%0 -4-100.0% -$410 清仓
CBOE CBOE GLOBAL MKTS INC COM $00.00%0 -1-100.0% -$281 清仓
ARES ARES MANAGEMENT CORPORATION CL A COM STK $00.00%0 -2-100.0% -$218 清仓
SFM SPROUTS FMRS MKT INC COM $00.00%0 -2-100.0% -$154 清仓
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF $00.00%0 -2-100.0% -$148 清仓
DC DAKOTA GOLD CORP COM $00.00%0 -28-100.0% -$141 清仓
NB NIOCORP DEVS LTD COM NEW $00.00%0 -25-100.0% -$112 清仓
FLUT FLUTTER ENTMT PLC SHS $00.00%0 -1-100.0% -$102 清仓
CPNG COUPANG INC CL A $00.00%0 -5-100.0% -$94 清仓
— TILRAY BRANDS INC COM $00.00%0 -12-100.0% -$78 清仓
RIOT RIOT PLATFORMS INC COM $00.00%0 -6-100.0% -$74 清仓
THM INTERNATIONAL TOWER HILL MINES COM $00.00%0 -20-100.0% -$46 清仓
— US GOLDMINING INC COM $00.00%0 -3-100.0% -$35 清仓
LCID LUCID GROUP INC COM NEW $00.00%0 -3-100.0% -$29 清仓
EVGO EVGO INC CL A COM $00.00%0 -4-100.0% -$7 清仓
OPK OPKO HEALTH INC COM $00.00%0 -4-100.0% -$5 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $00.00%1 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $00.00%1 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 K $10.00%1 00.0% — 不变
— MICROBOT MED INC COM NEW $20.00%1 1— $2 新建仓
JRI NUVEEN REAL ASSET INCOME & GRO COM $140.00%1 00.0% — 不变
— AURORA CANNABIS INC COM $280.00%10 00.0% — 不变
— NET LEASE OFFICE PROPERTIES COM $330.00%3 00.0% — 不变
— CANOPY GROWTH CORPORATION COM NEW $380.00%40 00.0% — 不变
AMTM AMENTUM HOLDINGS INC COM $830.00%4 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC COM $900.00%5 00.0% — 不变
SOUN SOUNDHOUND AI INC CLASS A COM $910.00%14 00.0% — 不变
— CHARGEPOINT HOLDINGS INC COM SHS $1000.00%17 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC COM $1790.00%2 00.0% — 不变
SCHD SCHWAB US DIVIDEND EQUITY ETF $1900.00%6 00.0% — 不变
— AVANOS MED INC COM $2240.00%9 00.0% — 不变
EXR EXTRA SPACE STORAGE INC COM $2910.00%2 -15-88.2% -$2,182 减仓
SNAP SNAP INC CL A $2930.00%66 00.0% — 不变
CRWV COREWEAVE INC COM CL A $2990.00%3 -47-94.0% -$4,684 重新持有
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT $3470.00%10 10— $347 新建仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $3480.00%4 4— $348 新建仓
TTAN SERVICETITAN INC SHS CL A $3540.00%5 00.0% — 不变
EH EHANG HLDGS LTD ADS $3600.00%55 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN $3900.00%33 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $4210.00%8 -193-96.0% -$1.02万 减仓
RBLX ROBLOX CORP CL A $4350.00%8 -52-86.7% -$2,828 减仓
LYV LIVE NATION ENTERTAINMENT INC COM $5490.00%3 00.0% — 不变
AXON AXON ENTERPRISE INC COM $5610.00%1 -10-90.9% -$5,610 减仓
PTEN PATTERSON-UTI ENERGY INC COM $6260.00%68 00.0% — 不变
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $6580.00%13 13— $658 新建仓
PAYX PAYCHEX INC COM $6880.00%7 -69-90.8% -$6,782 减仓
NLR VANECK URANIUM AND NUCLEAR ETF $8120.00%7 7— $812 新建仓
VSNT VERSANT MEDIA GROUP INC COM CL A $8280.00%23 -14-37.8% -$504 减仓
EME EMCOR GROUP INC COM $8300.00%1 1— $830 新建仓
DKNG DRAFTKINGS INC NEW COM CL A $8340.00%33 301,000.0% $758 加仓
CROX CROCS INC COM $8440.00%7 -3-30.0% -$362 减仓
SSD SIMPSON MFG INC COM $8470.00%4 00.0% — 不变
— DAWSON GEOPHYSICAL CO NEW COM $8910.00%150 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP COM $9080.00%125 2423.8% $174 加仓
CWI STATE STREET SPDR MSCI ACWI EX-US ETF $9350.00%23 00.0% — 不变
ROKU ROKU INC COM CL A $9670.00%7 7— $967 新建仓
RIG TRANSOCEAN LTD REGISTERED SHS $9780.00%200 00.0% — 不变
JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF $9890.00%10 00.0% — 不变
POWW OUTDOOR HOLDING CO COM $9990.00%438 00.0% — 不变
WLK WESTLAKE CORPORATION COM $1,0220.00%14 -2-12.5% -$146 减仓
MP MP MATERIALS CORP COM CL A $1,0640.00%19 19— $1,064 新建仓
WPM WHEATON PRECIOUS METALS CORP COM $1,1230.00%10 00.0% — 不变
AVNT AVIENT CORPORATION COM $1,1460.00%31 31— $1,146 新建仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $1,1640.00%23 23— $1,164 新建仓
RMD RESMED INC COM $1,1690.00%6 -5-45.5% -$974 减仓
VTRS VIATRIS INC COM $1,1940.00%75 -47-38.5% -$748 减仓
NEWP NEW PAC METALS CORP COM $1,2060.00%300 150100.0% $603 加仓
TXRH TEXAS ROADHOUSE INC COM $1,2190.00%6 00.0% — 不变
RKLB ROCKET LAB CORP COM $1,2200.00%12 220.0% $203 加仓
DKS DICKS SPORTING GOODS INC COM $1,2310.00%5 00.0% — 不变
ASM AVINO SILVER & GOLD MINES LTD COM $1,2680.00%200 170566.7% $1,078 加仓
NVTS NAVITAS SEMICONDUCTOR CORP COM $1,3800.00%77 -14-15.4% -$251 减仓
SEDG SOLAREDGE TECHNOLOGIES INC COM $1,4610.00%25 25— $1,461 新建仓
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND $1,5240.00%18 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $1,6230.00%108 00.0% — 不变