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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP COM | $6.63万 | 0.02% | 211 | 2 | 1.0% | $629 | 加仓 |
| HUM | HUMANA INC COM | $6.63万 | 0.02% | 167 | 33 | 24.6% | $1.31万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $6.63万 | 0.02% | 2,198 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $6.60万 | 0.02% | 856 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $6.45万 | 0.02% | 288 | -1,109 | -79.4% | -$24.83万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $6.37万 | 0.02% | 288 | 288 | — | $6.37万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP COM | $6.20万 | 0.02% | 309 | 19 | 6.6% | $3,812 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $6.20万 | 0.02% | 208 | 23 | 12.4% | $6,851 | 加仓 |
| GM | GENERAL MTRS CO COM | $6.15万 | 0.02% | 797 | 162 | 25.5% | $1.25万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $6.13万 | 0.02% | 122 | 12 | 10.9% | $6,026 | 加仓 |
| DOW | DOW HLDGS INC COM | $6.08万 | 0.02% | 2,221 | -29 | -1.3% | -$794 | 减仓 |
| TFC | TRUIST FINL CORP COM | $6.03万 | 0.02% | 1,211 | 385 | 46.6% | $1.92万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $6.02万 | 0.02% | 231 | 14 | 6.5% | $3,646 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $5.99万 | 0.02% | 414 | 16 | 4.0% | $2,314 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $5.93万 | 0.02% | 265 | 50 | 23.3% | $1.12万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $5.88万 | 0.02% | 608 | 296 | 94.9% | $2.86万 | 加仓 |
| RTX | RTX CORPORATION COM | $5.81万 | 0.02% | 306 | 3 | 1.0% | $569 | 加仓 |
| PLD | PROLOGIS INC. COM | $5.68万 | 0.02% | 419 | 77 | 22.5% | $1.04万 | 加仓 |
| HPQ | HP INC COM | $5.61万 | 0.02% | 2,559 | 47 | 1.9% | $1,031 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $5.57万 | 0.02% | 870 | -2,121 | -70.9% | -$13.58万 | 减仓 |
| CRM | SALESFORCE INC COM | $5.53万 | 0.02% | 353 | -86 | -19.6% | -$1.35万 | 减仓 |
| DASH | DOORDASH INC CL A | $5.52万 | 0.02% | 299 | -445 | -59.8% | -$8.21万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5.49万 | 0.02% | 164 | -232 | -58.6% | -$7.77万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $5.48万 | 0.02% | 146 | -21 | -12.6% | -$7,882 | 减仓 |
| BLK | BLACKROCK INC COM | $5.29万 | 0.02% | 55 | 21 | 61.8% | $2.02万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $5.28万 | 0.02% | 277 | 19 | 7.4% | $3,620 | 加仓 |
| EBAY | EBAY INC. COM | $5.25万 | 0.02% | 469 | 16 | 3.5% | $1,790 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $5.16万 | 0.02% | 659 | -26 | -3.8% | -$2,034 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $5.08万 | 0.02% | 227 | 24 | 11.8% | $5,368 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $5.07万 | 0.02% | 470 | 48 | 11.4% | $5,182 | 加仓 |
| LOW | LOWES COS INC COM | $5.07万 | 0.02% | 230 | 19 | 9.0% | $4,189 | 加仓 |
| OKTA | OKTA INC CL A | $4.99万 | 0.02% | 366 | 366 | — | $4.99万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $4.90万 | 0.02% | 2,951 | 0 | 0.0% | — | 不变 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $4.87万 | 0.01% | 1,487 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.84万 | 0.01% | 130 | -1 | -0.8% | -$372 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $4.77万 | 0.01% | 290 | -1 | -0.3% | -$165 | 减仓 |
| — | FEDERATED HERMES MDT LARGE CAP CORE ETF | $4.69万 | 0.01% | 1,335 | -1 | -0.1% | -$35 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $4.65万 | 0.01% | 431 | 44 | 11.4% | $4,749 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4.64万 | 0.01% | 463 | 25 | 5.7% | $2,507 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $4.60万 | 0.01% | 119 | 48 | 67.6% | $1.86万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $4.50万 | 0.01% | 46 | -3 | -6.1% | -$2,934 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $4.49万 | 0.01% | 1,087 | 189 | 21.0% | $7,810 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $4.43万 | 0.01% | 180 | 33 | 22.4% | $8,125 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $4.38万 | 0.01% | 86 | 34 | 65.4% | $1.73万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $4.38万 | 0.01% | 504 | 6 | 1.2% | $522 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $4.31万 | 0.01% | 946 | 162 | 20.7% | $7,374 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $4.16万 | 0.01% | 230 | 25 | 12.2% | $4,523 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.07万 | 0.01% | 395 | 88 | 28.7% | $9,061 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $4.03万 | 0.01% | 193 | -17 | -8.1% | -$3,554 | 减仓 |
| CSX | CSX CORP COM | $4.03万 | 0.01% | 847 | 18 | 2.2% | $856 | 加仓 |
| DLTR | DOLLAR TREE INC COM | $4.00万 | 0.01% | 331 | 68 | 25.9% | $8,225 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $3.91万 | 0.01% | 363 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $3.86万 | 0.01% | 389 | 22 | 6.0% | $2,184 | 加仓 |
| TJX | TJX COS INC NEW COM | $3.83万 | 0.01% | 253 | -47 | -15.7% | -$7,121 | 减仓 |
| BX | BLACKSTONE INC COM | $3.79万 | 0.01% | 322 | 42 | 15.0% | $4,942 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3.78万 | 0.01% | 410 | 8 | 2.0% | $737 | 加仓 |
| IAU | ISHARES GOLD TRUST | $3.75万 | 0.01% | 497 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $3.74万 | 0.01% | 139 | -8 | -5.4% | -$2,151 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $3.70万 | 0.01% | 344 | 97 | 39.3% | $1.04万 | 加仓 |
| OKE | ONEOK INC NEW COM | $3.70万 | 0.01% | 426 | 34 | 8.7% | $2,957 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.66万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $3.63万 | 0.01% | 98 | 14 | 16.7% | $5,188 | 加仓 |
| JBL | JABIL INC COM | $3.62万 | 0.01% | 94 | -53 | -36.1% | -$2.04万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $3.51万 | 0.01% | 102 | 23 | 29.1% | $7,919 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.49万 | 0.01% | 129 | 10 | 8.4% | $2,705 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $3.39万 | 0.01% | 308 | 98 | 46.7% | $1.08万 | 加仓 |
| APTV | APTIV PLC COM SHS | $3.38万 | 0.01% | 551 | -77 | -12.3% | -$4,726 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $3.35万 | 0.01% | 65 | 27 | 71.1% | $1.39万 | 加仓 |
| MCO | MOODYS CORP COM | $3.26万 | 0.01% | 72 | 14 | 24.1% | $6,341 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $3.25万 | 0.01% | 96 | -21 | -17.9% | -$7,110 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $3.21万 | 0.01% | 200 | 200 | — | $3.21万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC COM | $3.20万 | 0.01% | 444 | 86 | 24.0% | $6,206 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $3.17万 | 0.01% | 96 | -4 | -4.0% | -$1,322 | 减仓 |
| GFEB | FT VEST US EQUITY MODERATE BUFFER ETF FEBRUARY | $3.13万 | 0.01% | 712 | 0 | 0.0% | — | 不变 |
| FLCG | FEDERATED HERMES MDT LARGE CAP GROWTH ETF | $3.13万 | 0.01% | 939 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $3.06万 | 0.01% | 110 | -14 | -11.3% | -$3,901 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $3.03万 | 0.01% | 593 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $3.01万 | 0.01% | 85 | -3 | -3.4% | -$1,063 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $2.99万 | 0.01% | 137 | 25 | 22.3% | $5,461 | 加仓 |
| GLD | SPDR GOLD SHARES | $2.98万 | 0.01% | 81 | -10 | -11.0% | -$3,684 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.97万 | 0.01% | 929 | 77 | 9.0% | $2,462 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $2.96万 | 0.01% | 94 | 13 | 16.0% | $4,090 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $2.94万 | 0.01% | 321 | 7 | 2.2% | $642 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $2.87万 | 0.01% | 418 | 1 | 0.2% | $69 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.85万 | 0.01% | 58 | -1 | -1.7% | -$491 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $2.84万 | 0.01% | 320 | -78 | -19.6% | -$6,917 | 减仓 |
| AMGN | AMGEN INC COM | $2.82万 | 0.01% | 78 | 9 | 13.0% | $3,259 | 加仓 |
| AON | AON PLC SHS CL A | $2.82万 | 0.01% | 85 | 33 | 63.5% | $1.09万 | 加仓 |
| PCAR | PACCAR INC COM | $2.74万 | 0.01% | 228 | 21 | 10.1% | $2,522 | 加仓 |
| TXT | TEXTRON INC COM | $2.74万 | 0.01% | 298 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $2.71万 | 0.01% | 397 | 48 | 13.8% | $3,278 | 加仓 |
| BP | BP PLC SPONSORED ADR | $2.67万 | 0.01% | 722 | 572 | 381.3% | $2.11万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.66万 | 0.01% | 64 | 9 | 16.4% | $3,738 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.65万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $2.65万 | 0.01% | 545 | 112 | 25.9% | $5,442 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $2.64万 | 0.01% | 223 | 36 | 19.3% | $4,259 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $2.63万 | 0.01% | 305 | 151 | 98.1% | $1.30万 | 加仓 |
| CB | CHUBB LIMITED COM | $2.62万 | 0.01% | 77 | 7 | 10.0% | $2,385 | 加仓 |
| PSA | PUBLIC STORAGE COM | $2.61万 | 0.01% | 82 | 22 | 36.7% | $7,003 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $2.60万 | 0.01% | 146 | 46 | 46.0% | $8,199 | 加仓 |