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 |
|---|---|---|---|---|---|---|---|---|
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $19.72万 | 0.06% | 10,448 | -741 | -6.6% | -$1.40万 | 减仓 |
| ETN | EATON CORP PLC SHS | $19.39万 | 0.06% | 455 | -46 | -9.2% | -$1.96万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $18.47万 | 0.06% | 974 | -188 | -16.2% | -$3.56万 | 减仓 |
| KLAC | KLA CORP COM NEW | $18.46万 | 0.06% | 612 | -678 | -52.6% | -$20.46万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $18.24万 | 0.06% | 2,075 | 253 | 13.9% | $2.22万 | 加仓 |
| CTVA | CORTEVA INC COM | $18.06万 | 0.06% | 2,132 | 20 | 0.9% | $1,694 | 加仓 |
| BAC | BANK OF AMER CORP COM | $17.76万 | 0.05% | 3,116 | -257 | -7.6% | -$1.46万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $17.59万 | 0.05% | 2,302 | 306 | 15.3% | $2.34万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $17.06万 | 0.05% | 237 | -63 | -21.0% | -$4.54万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $16.95万 | 0.05% | 2,355 | 33 | 1.4% | $2,375 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $16.66万 | 0.05% | 2,191 | 206 | 10.4% | $1.57万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $16.46万 | 0.05% | 414 | -12 | -2.8% | -$4,772 | 减仓 |
| CMI | CUMMINS INC COM | $16.40万 | 0.05% | 230 | 58 | 33.7% | $4.14万 | 加仓 |
| DXCM | DEXCOM INC COM | $16.29万 | 0.05% | 2,418 | -270 | -10.0% | -$1.82万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $16.17万 | 0.05% | 117 | -30 | -20.4% | -$4.15万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $16.16万 | 0.05% | 253 | 4 | 1.6% | $2,555 | 加仓 |
| PHM | PULTE GROUP INC COM | $16.01万 | 0.05% | 1,167 | 184 | 18.7% | $2.52万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $16.00万 | 0.05% | 171 | 4 | 2.4% | $3,742 | 加仓 |
| CSCO | CISCO SYS INC COM | $15.90万 | 0.05% | 1,353 | 149 | 12.4% | $1.75万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $15.53万 | 0.05% | 205 | -25 | -10.9% | -$1.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $15.51万 | 0.05% | 302 | -112 | -27.1% | -$5.75万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $15.07万 | 0.05% | 226 | -153 | -40.4% | -$10.20万 | 减仓 |
| CCJ | CAMECO CORP COM | $15.07万 | 0.05% | 1,479 | -765 | -34.1% | -$7.79万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $14.94万 | 0.05% | 1,044 | -817 | -43.9% | -$11.70万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $14.89万 | 0.05% | 1,590 | 363 | 29.6% | $3.40万 | 加仓 |
| — | MOTLEY FOOL GLOBAL OPPORTUNITIES ETF | $14.80万 | 0.05% | 4,813 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $14.52万 | 0.04% | 672 | 79 | 13.3% | $1.71万 | 加仓 |
| APH | AMPHENOL CORP CL A | $14.42万 | 0.04% | 818 | 585 | 251.1% | $10.31万 | 加仓 |
| BUSE | FIRST BUSEY CORP COM NEW | $14.33万 | 0.04% | 4,858 | 46 | 1.0% | $1,357 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $14.05万 | 0.04% | 464 | 7 | 1.5% | $2,119 | 加仓 |
| MPC | MARATHON PETE CORP COM | $13.96万 | 0.04% | 546 | 69 | 14.5% | $1.76万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $13.94万 | 0.04% | 496 | 280 | 129.6% | $7.87万 | 加仓 |
| TER | TERADYNE INC COM | $13.69万 | 0.04% | 283 | -59 | -17.3% | -$2.85万 | 减仓 |
| EQIX | EQUINIX INC COM | $13.66万 | 0.04% | 131 | 116 | 773.3% | $12.09万 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $13.64万 | 0.04% | 533 | 69 | 14.9% | $1.77万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $13.45万 | 0.04% | 667 | -712 | -51.6% | -$14.35万 | 减仓 |
| BA | BOEING CO COM | $13.38万 | 0.04% | 618 | -16 | -2.5% | -$3,464 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $13.37万 | 0.04% | 983 | 78 | 8.6% | $1.06万 | 加仓 |
| WELL | WELLTOWER INC COM | $13.12万 | 0.04% | 578 | -1,080 | -65.1% | -$24.51万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $13.10万 | 0.04% | 439 | 316 | 256.9% | $9.43万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $12.94万 | 0.04% | 1,764 | 1,367 | 344.3% | $10.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $12.75万 | 0.04% | 374 | -1 | -0.3% | -$341 | 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 |
| XPO | XPO INC COM | $12.65万 | 0.04% | 616 | -173 | -21.9% | -$3.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $12.46万 | 0.04% | 2,942 | 343 | 13.2% | $1.45万 | 加仓 |
| DHI | D R HORTON INC COM | $12.36万 | 0.04% | 759 | 123 | 19.3% | $2.00万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $12.30万 | 0.04% | 285 | 227 | 391.4% | $9.79万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $11.99万 | 0.04% | 1,050 | -240 | -18.6% | -$2.74万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $11.95万 | 0.04% | 1,295 | -54 | -4.0% | -$4,985 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $11.65万 | 0.04% | 682 | 682 | — | $11.65万 | 新建仓 |
| EOG | EOG RES INC COM | $11.46万 | 0.04% | 883 | 136 | 18.2% | $1.76万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $11.28万 | 0.03% | 506 | -796 | -61.1% | -$17.75万 | 减仓 |
| USB | US BANCORP COM NEW | $11.21万 | 0.03% | 1,856 | 198 | 11.9% | $1.20万 | 加仓 |
| QCOM | QUALCOMM INC COM | $11.03万 | 0.03% | 597 | 445 | 292.8% | $8.22万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $10.92万 | 0.03% | 292 | 43 | 17.3% | $1.61万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $10.68万 | 0.03% | 274 | 1 | 0.4% | $390 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $10.55万 | 0.03% | 3,958 | 43 | 1.1% | $1,146 | 加仓 |
| HAL | HALLIBURTON CO COM | $10.47万 | 0.03% | 3,084 | 406 | 15.2% | $1.38万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $10.10万 | 0.03% | 691 | -174 | -20.1% | -$2.54万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $9.96万 | 0.03% | 1,205 | -5 | -0.4% | -$413 | 减仓 |
| TPR | TAPESTRY INC COM | $9.93万 | 0.03% | 678 | -71 | -9.5% | -$1.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $9.81万 | 0.03% | 97 | 15 | 18.3% | $1.52万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $9.70万 | 0.03% | 732 | -29 | -3.8% | -$3,843 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $9.33万 | 0.03% | 3,639 | 26 | 0.7% | $667 | 加仓 |
| KO | COCA COLA CO COM | $9.30万 | 0.03% | 1,144 | 156 | 15.8% | $1.27万 | 加仓 |
| STT | STATE STR CORP COM | $9.23万 | 0.03% | 544 | 131 | 31.7% | $2.22万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $8.92万 | 0.03% | 858 | 61 | 7.7% | $6,344 | 加仓 |
| NTRS | NORTHERN TR CORP COM | $8.92万 | 0.03% | 513 | -25 | -4.6% | -$4,346 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $8.78万 | 0.03% | 968 | 117 | 13.7% | $1.06万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $8.75万 | 0.03% | 265 | 45 | 20.5% | $1.49万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $8.66万 | 0.03% | 738 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $8.52万 | 0.03% | 514 | -21 | -3.9% | -$3,481 | 减仓 |
| FOXA | FOX CORP CL A COM | $8.40万 | 0.03% | 1,610 | 175 | 12.2% | $9,128 | 加仓 |
| SLB | SLB LIMITED COM STK | $8.37万 | 0.03% | 1,801 | 97 | 5.7% | $4,510 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $8.23万 | 0.03% | 232 | 82 | 54.7% | $2.91万 | 重新持有 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $8.21万 | 0.03% | 605 | -1,218 | -66.8% | -$16.52万 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $8.15万 | 0.03% | 6,136 | 6,136 | — | $8.15万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $8.12万 | 0.02% | 531 | 531 | — | $8.12万 | 新建仓 |
| ILMN | ILLUMINA INC COM | $7.97万 | 0.02% | 453 | 453 | — | $7.97万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $7.91万 | 0.02% | 642 | -20 | -3.0% | -$2,463 | 减仓 |
| DIS | DISNEY WALT CO COM | $7.82万 | 0.02% | 812 | -65 | -7.4% | -$6,257 | 减仓 |
| AFL | AFLAC INC COM | $7.80万 | 0.02% | 665 | -20 | -2.9% | -$2,345 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $7.74万 | 0.02% | 3,154 | 163 | 5.4% | $4,002 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $7.73万 | 0.02% | 2,321 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $7.50万 | 0.02% | 803 | 79 | 10.9% | $7,381 | 加仓 |
| TSN | TYSON FOODS INC CL A | $7.39万 | 0.02% | 1,291 | -194 | -13.1% | -$1.11万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $7.24万 | 0.02% | 1,740 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $7.24万 | 0.02% | 554 | 33 | 6.3% | $4,313 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.15万 | 0.02% | 613 | -419 | -40.6% | -$4.89万 | 减仓 |
| MCD | MCDONALDS CORP COM | $7.15万 | 0.02% | 264 | -10 | -3.6% | -$2,708 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $7.08万 | 0.02% | 1,828 | 721 | 65.1% | $2.79万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $7.07万 | 0.02% | 378 | 44 | 13.2% | $8,231 | 加仓 |
| F | FORD MTR CO COM | $7.06万 | 0.02% | 5,082 | 1,834 | 56.5% | $2.55万 | 加仓 |
| UNP | UNION PAC CORP COM | $6.96万 | 0.02% | 256 | 27 | 11.8% | $7,344 | 加仓 |
| PFE | PFIZER INC COM | $6.95万 | 0.02% | 2,885 | -527 | -15.4% | -$1.27万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6.84万 | 0.02% | 1,296 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $6.83万 | 0.02% | 807 | 26 | 3.3% | $2,200 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.70万 | 0.02% | 283 | 119 | 72.6% | $2.82万 | 加仓 |
| CI | THE CIGNA GROUP COM | $6.70万 | 0.02% | 243 | 96 | 65.3% | $2.65万 | 加仓 |
| NFLX | NETFLIX INC. COM | $6.68万 | 0.02% | 936 | -62 | -6.2% | -$4,427 | 减仓 |