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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | INTUITIVE SURGICAL INC COM NEW | $19.64万 | 0.07% | 426 | 391 | 1,117.1% | $18.02万 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $19.39万 | 0.07% | 1,681 | 797 | 90.2% | $9.19万 | 加仓 |
| KLAC | KLA CORP COM NEW | $18.99万 | 0.07% | 129 | 114 | 760.0% | $16.79万 | 加仓 |
| C | CITIGROUP INC COM NEW | $18.28万 | 0.06% | 1,612 | 657 | 68.8% | $7.45万 | 加仓 |
| ETN | EATON CORP PLC SHS | $17.92万 | 0.06% | 501 | 471 | 1,570.0% | $16.85万 | 加仓 |
| CTVA | CORTEVA INC COM | $17.68万 | 0.06% | 2,112 | 133 | 6.7% | $1.11万 | 加仓 |
| DXCM | DEXCOM INC COM | $16.88万 | 0.06% | 2,688 | 2,688 | — | $16.88万 | 新建仓 |
| GEV | GE VERNOVA INC COM | $16.85万 | 0.06% | 193 | 139 | 257.4% | $12.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $16.64万 | 0.06% | 167 | 62 | 59.0% | $6.18万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $16.47万 | 0.06% | 300 | 278 | 1,263.6% | $15.26万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $16.44万 | 0.06% | 3,373 | 1,220 | 56.7% | $5.95万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $16.07万 | 0.06% | 147 | -123 | -45.6% | -$13.45万 | 减仓 |
| INTC | INTEL CORP COM | $15.92万 | 0.05% | 3,607 | 441 | 13.9% | $1.95万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $15.67万 | 0.05% | 230 | 230 | — | $15.67万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $15.58万 | 0.05% | 399 | -484 | -54.8% | -$18.90万 | 减仓 |
| XPO | XPO INC COM | $15.35万 | 0.05% | 789 | 789 | — | $15.35万 | 新建仓 |
| MO | ALTRIA GROUP INC COM | $15.32万 | 0.05% | 2,322 | 580 | 33.3% | $3.83万 | 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 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $15.10万 | 0.05% | 1,032 | 735 | 247.5% | $10.75万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $14.51万 | 0.05% | 1,996 | 483 | 31.9% | $3.51万 | 加仓 |
| 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 |
| — | MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | $13.60万 | 0.05% | 4,813 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $13.50万 | 0.05% | 1,985 | 963 | 94.2% | $6.55万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $13.05万 | 0.04% | 2,599 | 1,226 | 89.3% | $6.15万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $12.92万 | 0.04% | 273 | 130 | 90.9% | $6.15万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $12.68万 | 0.04% | 1,349 | 106 | 8.5% | $9,960 | 加仓 |
| BA | BOEING CO COM | $12.62万 | 0.04% | 634 | 24 | 3.9% | $4,777 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $12.16万 | 0.04% | 4,812 | 50 | 1.0% | $1,263 | 加仓 |
| MPC | MARATHON PETE CORP COM | $11.65万 | 0.04% | 477 | 113 | 31.0% | $2.76万 | 加仓 |
| PHM | PULTE GROUP INC COM | $11.56万 | 0.04% | 983 | 484 | 97.0% | $5.69万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $11.33万 | 0.04% | 865 | 102 | 13.4% | $1.34万 | 加仓 |
| DASH | DOORDASH INC CL A | $11.17万 | 0.04% | 744 | 691 | 1,303.8% | $10.38万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $11.07万 | 0.04% | 535 | 202 | 60.7% | $4.18万 | 加仓 |
| BIIB | BIOGEN INC COM | $10.87万 | 0.04% | 593 | 334 | 129.0% | $6.12万 | 加仓 |
| EOG | EOG RES INC COM | $10.80万 | 0.04% | 747 | 383 | 105.2% | $5.54万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $10.75万 | 0.04% | 3,915 | 266 | 7.3% | $7,304 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $10.71万 | 0.04% | 464 | 162 | 53.6% | $3.74万 | 加仓 |
| TPR | TAPESTRY INC COM | $10.56万 | 0.04% | 749 | 117 | 18.5% | $1.65万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $10.52万 | 0.04% | 797 | 127 | 19.0% | $1.68万 | 加仓 |
| HAL | HALLIBURTON CO COM | $10.44万 | 0.04% | 2,678 | 1,429 | 114.4% | $5.57万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $10.41万 | 0.04% | 662 | -2,963 | -81.7% | -$46.61万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $10.29万 | 0.04% | 761 | 397 | 109.1% | $5.37万 | 加仓 |
| TER | TERADYNE INC COM | $10.14万 | 0.03% | 342 | 342 | — | $10.14万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9.92万 | 0.03% | 396 | 364 | 1,137.5% | $9.12万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $9.64万 | 0.03% | 1,210 | 154 | 14.6% | $1.23万 | 加仓 |
| NFLX | NETFLIX INC. COM | $9.60万 | 0.03% | 998 | 634 | 174.2% | $6.10万 | 加仓 |
| PFE | PFIZER INC COM | $9.58万 | 0.03% | 3,412 | 1,007 | 41.9% | $2.83万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $9.51万 | 0.03% | 1,485 | 2 | 0.1% | $128 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $9.47万 | 0.03% | 463 | 463 | — | $9.47万 | 新建仓 |
| DOW | DOW HLDGS INC COM | $9.37万 | 0.03% | 2,250 | 29 | 1.3% | $1,208 | 加仓 |
| CSCO | CISCO SYS INC COM | $9.34万 | 0.03% | 1,204 | -294 | -19.6% | -$2.28万 | 减仓 |
| CMI | CUMMINS INC COM | $9.25万 | 0.03% | 172 | 45 | 35.4% | $2.42万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.92万 | 0.03% | 2,321 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $8.76万 | 0.03% | 1,704 | 759 | 80.3% | $3.90万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $8.74万 | 0.03% | 851 | 51 | 6.4% | $5,236 | 加仓 |
| DHI | D R HORTON INC COM | $8.73万 | 0.03% | 636 | 428 | 205.8% | $5.87万 | 加仓 |
| USB | US BANCORP COM NEW | $8.62万 | 0.03% | 1,658 | 845 | 103.9% | $4.39万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $8.59万 | 0.03% | 2,991 | 1,083 | 56.8% | $3.11万 | 加仓 |
| MCD | MCDONALDS CORP COM | $8.53万 | 0.03% | 274 | 40 | 17.1% | $1.25万 | 加仓 |
| DIS | DISNEY WALT CO COM | $8.45万 | 0.03% | 877 | 245 | 38.8% | $2.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $8.45万 | 0.03% | 250 | 120 | 92.3% | $4.05万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $8.42万 | 0.03% | 394 | 199 | 102.1% | $4.25万 | 加仓 |
| FOXA | FOX CORP CL A COM | $8.38万 | 0.03% | 1,435 | 482 | 50.6% | $2.81万 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $8.35万 | 0.03% | 1,823 | 11 | 0.6% | $504 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $8.33万 | 0.03% | 905 | 361 | 66.4% | $3.32万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $8.32万 | 0.03% | 219 | 219 | — | $8.32万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION COM | $8.22万 | 0.03% | 3,613 | 23 | 0.6% | $523 | 加仓 |
| CRM | SALESFORCE INC COM | $8.19万 | 0.03% | 439 | -1,822 | -80.6% | -$34.01万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $8.16万 | 0.03% | 1,227 | 560 | 84.0% | $3.72万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $8.04万 | 0.03% | 738 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $7.84万 | 0.03% | 724 | 301 | 71.2% | $3.26万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $7.79万 | 0.03% | 2,198 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $7.69万 | 0.03% | 961 | 961 | — | $7.69万 | 新建仓 |
| SNDK | SANDISK CORP COM | $7.62万 | 0.03% | 120 | 120 | — | $7.62万 | 新建仓 |
| AFL | AFLAC INC COM | $7.52万 | 0.03% | 685 | -3,490 | -83.6% | -$38.29万 | 减仓 |
| KO | COCA COLA CO COM | $7.51万 | 0.03% | 988 | 88 | 9.8% | $6,692 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $7.51万 | 0.03% | 538 | 119 | 28.4% | $1.66万 | 加仓 |
| FDX | FEDEX CORP COM | $7.44万 | 0.03% | 209 | 108 | 106.9% | $3.84万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $7.07万 | 0.02% | 249 | 37 | 17.5% | $1.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.94万 | 0.02% | 82 | 22 | 36.7% | $1.86万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $6.79万 | 0.02% | 1,107 | 527 | 90.9% | $3.23万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $6.74万 | 0.02% | 249 | 133 | 114.7% | $3.60万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $6.68万 | 0.02% | 443 | 404 | 1,035.9% | $6.09万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $6.51万 | 0.02% | 1,740 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $6.42万 | 0.02% | 220 | 100 | 83.3% | $2.92万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6.34万 | 0.02% | 1,296 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $6.32万 | 0.02% | 521 | 97 | 22.9% | $1.18万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $6.30万 | 0.02% | 334 | 20 | 6.4% | $3,774 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $6.21万 | 0.02% | 498 | 298 | 149.0% | $3.72万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $6.19万 | 0.02% | 457 | 407 | 814.0% | $5.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $6.01万 | 0.02% | 375 | -1,577 | -80.8% | -$25.28万 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $5.94万 | 0.02% | 685 | -5,021 | -88.0% | -$43.51万 | 减仓 |
| RTX | RTX CORPORATION COM | $5.84万 | 0.02% | 303 | 131 | 76.2% | $2.53万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $5.65万 | 0.02% | 2,951 | 1,562 | 112.5% | $2.99万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $5.59万 | 0.02% | 856 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $5.56万 | 0.02% | 229 | 34 | 17.4% | $8,249 | 加仓 |
| MET | METLIFE INC COM | $5.52万 | 0.02% | 781 | 124 | 18.9% | $8,769 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $5.52万 | 0.02% | 204 | 114 | 126.7% | $3.09万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.43万 | 0.02% | 267 | 112 | 72.3% | $2.28万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $5.42万 | 0.02% | 110 | 28 | 34.1% | $1.38万 | 加仓 |