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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY CORP COM | $5.36万 | 0.02% | 217 | 71 | 48.6% | $1.75万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $5.29万 | 0.02% | 290 | 101 | 53.4% | $1.84万 | 加仓 |
| STT | STATE STR CORP COM | $5.23万 | 0.02% | 413 | 191 | 86.0% | $2.42万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $5.21万 | 0.02% | 133 | 65 | 95.6% | $2.55万 | 加仓 |
| LOW | LOWES COS INC COM | $4.99万 | 0.02% | 211 | 97 | 85.1% | $2.29万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $4.89万 | 0.02% | 258 | -1,005 | -79.6% | -$19.06万 | 减仓 |
| HPQ | HP INC COM | $4.83万 | 0.02% | 2,512 | 651 | 35.0% | $1.25万 | 加仓 |
| TJX | TJX COS INC NEW COM | $4.79万 | 0.02% | 300 | 130 | 76.5% | $2.08万 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $4.78万 | 0.02% | 1,487 | -2,405 | -61.8% | -$7.72万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.77万 | 0.02% | 307 | 60 | 24.3% | $9,331 | 加仓 |
| GM | GENERAL MTRS CO COM | $4.73万 | 0.02% | 635 | -238 | -27.3% | -$1.77万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $4.72万 | 0.02% | 398 | 127 | 46.9% | $1.51万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $4.64万 | 0.02% | 167 | -1,323 | -88.8% | -$36.76万 | 减仓 |
| PLD | PROLOGIS INC. COM | $4.52万 | 0.02% | 342 | 165 | 93.2% | $2.18万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $4.52万 | 0.02% | 898 | 465 | 107.4% | $2.34万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $4.39万 | 0.02% | 49 | 29 | 145.0% | $2.60万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $4.38万 | 0.02% | 497 | -228 | -31.4% | -$2.01万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.37万 | 0.02% | 215 | 74 | 52.5% | $1.50万 | 加仓 |
| APTV | APTIV PLC COM SHS | $4.36万 | 0.01% | 628 | -4,218 | -87.0% | -$29.29万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $4.25万 | 0.01% | 216 | -1,333 | -86.1% | -$26.25万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.19万 | 0.01% | 131 | 1 | 0.8% | $320 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $4.14万 | 0.01% | 291 | -1 | -0.3% | -$142 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.14万 | 0.01% | 784 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $4.13万 | 0.01% | 453 | 207 | 84.1% | $1.89万 | 加仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $4.12万 | 0.01% | 1,336 | 7 | 0.5% | $216 | 加仓 |
| CI | THE CIGNA GROUP COM | $3.92万 | 0.01% | 147 | 57 | 63.3% | $1.52万 | 加仓 |
| GLD | SPDR GOLD SHARES | $3.92万 | 0.01% | 91 | -1 | -1.1% | -$430 | 减仓 |
| JBL | JABIL INC COM | $3.90万 | 0.01% | 147 | -4 | -2.6% | -$1,063 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.85万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $3.84万 | 0.01% | 367 | -2,712 | -88.1% | -$28.35万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $3.81万 | 0.01% | 422 | 154 | 57.5% | $1.39万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $3.80万 | 0.01% | 826 | 421 | 104.0% | $1.94万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.79万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3.79万 | 0.01% | 203 | 45 | 28.5% | $8,394 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $3.78万 | 0.01% | 387 | 60 | 18.3% | $5,861 | 加仓 |
| F | FORD MTR CO COM | $3.75万 | 0.01% | 3,248 | 606 | 22.9% | $6,993 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.71万 | 0.01% | 402 | 106 | 35.8% | $9,785 | 加仓 |
| OKE | ONEOK INC NEW COM | $3.54万 | 0.01% | 392 | 133 | 51.4% | $1.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $3.54万 | 0.01% | 117 | 38 | 48.1% | $1.15万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $3.54万 | 0.01% | 164 | 109 | 198.2% | $2.35万 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $3.52万 | 0.01% | 398 | -6,825 | -94.5% | -$60.35万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $3.50万 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $3.46万 | 0.01% | 210 | 83 | 65.4% | $1.37万 | 加仓 |
| CSX | CSX CORP COM | $3.40万 | 0.01% | 829 | 409 | 97.4% | $1.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $3.39万 | 0.01% | 205 | 107 | 109.2% | $1.77万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $3.39万 | 0.01% | 147 | 83 | 129.7% | $1.91万 | 加仓 |
| ECL | ECOLAB INC COM | $3.30万 | 0.01% | 124 | 45 | 57.0% | $1.20万 | 加仓 |
| BLK | BLACKROCK INC COM | $3.27万 | 0.01% | 34 | 17 | 100.0% | $1.63万 | 加仓 |
| BX | BLACKSTONE INC COM | $3.22万 | 0.01% | 280 | 144 | 105.9% | $1.66万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $3.14万 | 0.01% | 52 | 15 | 40.5% | $9,066 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.10万 | 0.01% | 119 | 52 | 77.6% | $1.35万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $3.09万 | 0.01% | 222 | 78 | 54.2% | $1.09万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $3.06万 | 0.01% | 147 | 71 | 93.4% | $1.48万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $3.04万 | 0.01% | 100 | 62 | 163.2% | $1.89万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $3.04万 | 0.01% | 438 | 118 | 36.9% | $8,177 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $3.02万 | 0.01% | 88 | 39 | 79.6% | $1.34万 | 加仓 |
| APH | AMPHENOL CORP CL A | $2.94万 | 0.01% | 233 | 85 | 57.4% | $1.07万 | 加仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $2.93万 | 0.01% | 712 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $2.88万 | 0.01% | 263 | 117 | 80.1% | $1.28万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.86万 | 0.01% | 852 | 214 | 33.5% | $7,176 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.82万 | 0.01% | 312 | -14 | -4.3% | -$1,266 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $2.82万 | 0.01% | 433 | 95 | 28.1% | $6,181 | 加仓 |
| FLCG | FEDERATED HERMES MDT LARGE CAP GROWTH ETF | $2.81万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.75万 | 0.01% | 84 | 47 | 127.0% | $1.54万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $2.68万 | 0.01% | 314 | 28 | 9.8% | $2,386 | 加仓 |
| TXT | TEXTRON INC COM | $2.61万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $2.58万 | 0.01% | 358 | 88 | 32.6% | $6,330 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2.53万 | 0.01% | 79 | 50 | 172.4% | $1.60万 | 加仓 |
| MCO | MOODYS CORP COM | $2.53万 | 0.01% | 58 | 27 | 87.1% | $1.18万 | 加仓 |
| INTU | INTUIT COM | $2.51万 | 0.01% | 58 | 23 | 65.7% | $9,945 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.46万 | 0.01% | 59 | 34 | 136.0% | $1.42万 | 加仓 |
| AMGN | AMGEN INC COM | $2.43万 | 0.01% | 69 | 24 | 53.3% | $8,445 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $2.43万 | 0.01% | 247 | 76 | 44.4% | $7,465 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $2.42万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $2.40万 | 0.01% | 139 | 37 | 36.3% | $6,386 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $2.40万 | 0.01% | 123 | 55 | 80.9% | $1.07万 | 加仓 |
| PCAR | PACCAR INC COM | $2.39万 | 0.01% | 207 | 105 | 102.9% | $1.21万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2.39万 | 0.01% | 35 | 6 | 20.7% | $4,093 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.39万 | 0.01% | 55 | 25 | 83.3% | $1.08万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.37万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $2.36万 | 0.01% | 243 | 142 | 140.6% | $1.38万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.32万 | 0.01% | 81 | -227 | -73.7% | -$6.51万 | 减仓 |
| HUM | HUMANA INC COM | $2.32万 | 0.01% | 134 | 57 | 74.0% | $9,883 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $2.28万 | 0.01% | 70 | 30 | 75.0% | $9,778 | 加仓 |
| FAST | FASTENAL CO COM | $2.28万 | 0.01% | 491 | 282 | 134.9% | $1.31万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $2.24万 | 0.01% | 79 | 47 | 146.9% | $1.33万 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $2.24万 | 0.01% | 744 | -5,954 | -88.9% | -$17.93万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.24万 | 0.01% | 397 | 221 | 125.6% | $1.24万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $2.22万 | 0.01% | 112 | 58 | 107.4% | $1.15万 | 加仓 |
| KKR | KKR & CO INC COM | $2.20万 | 0.01% | 238 | 137 | 135.6% | $1.27万 | 加仓 |
| D | DOMINION ENERGY INC COM | $2.16万 | 0.01% | 349 | 184 | 111.5% | $1.14万 | 加仓 |
| ZTS | ZOETIS INC CL A | $2.15万 | 0.01% | 182 | 86 | 89.6% | $1.02万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.15万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.15万 | 0.01% | 78 | 32 | 69.6% | $8,806 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.14万 | 0.01% | 48 | 15 | 45.5% | $6,698 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.11万 | 0.01% | 99 | 1 | 1.0% | $213 | 加仓 |
| ROST | ROSS STORES INC COM | $2.10万 | 0.01% | 97 | 33 | 51.6% | $7,149 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $2.08万 | 0.01% | 187 | 101 | 117.4% | $1.13万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.08万 | 0.01% | 71 | 9 | 14.5% | $2,635 | 加仓 |
| SO | SOUTHERN CO COM | $2.06万 | 0.01% | 213 | 158 | 287.3% | $1.53万 | 加仓 |