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 |
|---|---|---|---|---|---|---|---|---|
| O | REALTY INCOME CORP COM | $2.06万 | 0.01% | 336 | 133 | 65.5% | $8,137 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $2.03万 | 0.01% | 210 | -17 | -7.5% | -$1,641 | 减仓 |
| MCK | MCKESSON CORP COM | $1.99万 | 0.01% | 23 | 13 | 130.0% | $1.13万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.99万 | 0.01% | 41 | -714 | -94.6% | -$34.62万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.99万 | 0.01% | 92 | 49 | 114.0% | $1.06万 | 加仓 |
| TRGP | TARGA RES CORP COM | $1.98万 | 0.01% | 79 | 35 | 79.5% | $8,776 | 加仓 |
| QCOM | QUALCOMM INC COM | $1.96万 | 0.01% | 152 | 44 | 40.7% | $5,666 | 加仓 |
| STE | STERIS PLC SHS USD | $1.95万 | 0.01% | 88 | -2,123 | -96.0% | -$46.98万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1.92万 | 0.01% | 156 | 49 | 45.8% | $6,016 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.91万 | 0.01% | 146 | 60 | 69.8% | $7,856 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1.89万 | 0.01% | 417 | 225 | 117.2% | $1.02万 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $1.87万 | 0.01% | 166 | 101 | 155.4% | $1.13万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.86万 | 0.01% | 291 | -418 | -59.0% | -$2.68万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $1.85万 | 0.01% | 1,084 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $1.84万 | 0.01% | 86 | 41 | 91.1% | $8,789 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.83万 | 0.01% | 185 | 94 | 103.3% | $9,311 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.82万 | 0.01% | 100 | 44 | 78.6% | $8,016 | 加仓 |
| WAB | WABTEC COM | $1.75万 | 0.01% | 70 | 29 | 70.7% | $7,248 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $1.75万 | 0.01% | 232 | 118 | 103.5% | $8,887 | 加仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $1.72万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1.71万 | 0.01% | 44 | 34 | 340.0% | $1.32万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $1.70万 | 0.01% | 996 | 35 | 3.6% | $599 | 加仓 |
| ACM | AECOM COM | $1.70万 | 0.01% | 200 | -3,007 | -93.8% | -$25.51万 | 减仓 |
| MTB | M & T BK CORP COM | $1.70万 | 0.01% | 82 | 49 | 148.5% | $1.01万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.68万 | 0.01% | 4 | 2 | 100.0% | $8,420 | 加仓 |
| AON | AON PLC SHS CL A | $1.68万 | 0.01% | 52 | 33 | 173.7% | $1.07万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $1.67万 | 0.01% | 32 | -2 | -5.9% | -$1,045 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.64万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $1.63万 | 0.01% | 60 | 35 | 140.0% | $9,481 | 加仓 |
| NUE | NUCOR CORP COM | $1.62万 | 0.01% | 96 | 37 | 62.7% | $6,257 | 加仓 |
| SBUX | STARBUCKS CORP COM | $1.62万 | 0.01% | 181 | 68 | 60.2% | $6,092 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.62万 | 0.01% | 201 | 111 | 123.3% | $8,942 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.61万 | 0.01% | 352 | 2 | 0.6% | $92 | 加仓 |
| CME | CME GROUP INC COM | $1.59万 | 0.01% | 54 | 6 | 12.5% | $1,772 | 加仓 |
| AZZ | AZZ INC COM | $1.59万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.59万 | 0.01% | 80 | 18 | 29.0% | $3,569 | 加仓 |
| CTAS | CINTAS CORP COM | $1.57万 | 0.01% | 93 | 47 | 102.2% | $7,950 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1.56万 | 0.01% | 67 | 33 | 97.1% | $7,697 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1.54万 | 0.01% | 373 | -7,285 | -95.1% | -$30.07万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $1.52万 | 0.01% | 70 | 38 | 118.8% | $8,230 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $1.51万 | 0.01% | 38 | 9 | 31.0% | $3,582 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.51万 | 0.01% | 87 | 47 | 117.5% | $8,152 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.50万 | 0.01% | 111 | 3 | 2.8% | $406 | 加仓 |
| EQIX | EQUINIX INC COM | $1.47万 | 0.01% | 15 | 11 | 275.0% | $1.08万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1.46万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $1.44万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $1.43万 | 0.00% | 68 | 26 | 61.9% | $5,461 | 加仓 |
| VST | VISTRA CORP COM | $1.43万 | 0.00% | 95 | 46 | 93.9% | $6,915 | 加仓 |
| ADBE | ADOBE INC COM | $1.41万 | 0.00% | 58 | 12 | 26.1% | $2,917 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1.39万 | 0.00% | 77 | 31 | 67.4% | $5,586 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $1.37万 | 0.00% | 67 | 30 | 81.1% | $6,116 | 加仓 |
| IDXX | IDEXX LABS INC COM | $1.35万 | 0.00% | 24 | 11 | 84.6% | $6,181 | 加仓 |
| ADSK | AUTODESK INC COM | $1.34万 | 0.00% | 56 | 24 | 75.0% | $5,745 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.33万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.32万 | 0.00% | 101 | 33 | 48.5% | $4,326 | 加仓 |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $1.32万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $1.32万 | 0.00% | 143 | 76 | 113.4% | $7,008 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.31万 | 0.00% | 75 | 36 | 92.3% | $6,286 | 加仓 |
| SYY | SYSCO CORP COM | $1.31万 | 0.00% | 183 | 106 | 137.7% | $7,561 | 加仓 |
| CSL | CARLISLE COS INC COM | $1.30万 | 0.00% | 39 | 23 | 143.8% | $7,673 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.29万 | 0.00% | 172 | 58 | 50.9% | $4,364 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $1.29万 | 0.00% | 59 | 22 | 59.5% | $4,818 | 加仓 |
| VMC | VULCAN MATLS CO COM | $1.28万 | 0.00% | 47 | 24 | 104.3% | $6,535 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $1.27万 | 0.00% | 81 | 1 | 1.2% | $157 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $1.26万 | 0.00% | 42 | -850 | -95.3% | -$25.57万 | 减仓 |
| — | HOLOGIC INC COM | $1.26万 | 0.00% | 167 | -3,299 | -95.2% | -$24.94万 | 减仓 |
| IR | INGERSOLL RAND INC COM | $1.26万 | 0.00% | 157 | 69 | 78.4% | $5,528 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1.24万 | 0.00% | 154 | 154 | — | $1.24万 | 新建仓 |
| PNR | PENTAIR PLC SHS | $1.24万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.24万 | 0.00% | 252 | 159 | 171.0% | $7,794 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.23万 | 0.00% | 95 | -7 | -6.9% | -$909 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.23万 | 0.00% | 108 | 67 | 163.4% | $7,637 | 加仓 |
| CRH | CRH PLC ORD | $1.22万 | 0.00% | 116 | 25 | 27.5% | $2,628 | 加仓 |
| CVS | CVS HEALTH CORP COM | $1.21万 | 0.00% | 168 | 6 | 3.7% | $431 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.20万 | 0.00% | 166 | 47 | 39.5% | $3,406 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.18万 | 0.00% | 121 | -53 | -30.5% | -$5,189 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $1.18万 | 0.00% | 745 | 1 | 0.1% | $16 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.17万 | 0.00% | 60 | 60 | — | $1.17万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $1.17万 | 0.00% | 138 | 81 | 142.1% | $6,876 | 加仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.16万 | 0.00% | 351 | -249 | -41.5% | -$8,204 | 减仓 |
| — | CANARY XRP ETF | $1.14万 | 0.00% | 799 | 799 | — | $1.14万 | 新建仓 |
| VRSN | VERISIGN INC COM | $1.14万 | 0.00% | 46 | 30 | 187.5% | $7,451 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1.13万 | 0.00% | 39 | 24 | 160.0% | $6,972 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $1.12万 | 0.00% | 360 | 182 | 102.2% | $5,676 | 加仓 |
| XEL | XCEL ENERGY INC COM | $1.12万 | 0.00% | 141 | 97 | 220.5% | $7,706 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1.12万 | 0.00% | 115 | 38 | 49.4% | $3,700 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $1.11万 | 0.00% | 96 | 53 | 123.3% | $6,136 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1.10万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $1.09万 | 0.00% | 15 | 9 | 150.0% | $6,557 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.09万 | 0.00% | 132 | 45 | 51.7% | $3,717 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.09万 | 0.00% | 173 | 48 | 38.4% | $3,012 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1.08万 | 0.00% | 149 | 48 | 47.5% | $3,493 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $1.07万 | 0.00% | 52 | 24 | 85.7% | $4,952 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1.07万 | 0.00% | 38 | 28 | 280.0% | $7,906 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $1.06万 | 0.00% | 220 | 220 | — | $1.06万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $1.05万 | 0.00% | 223 | 83 | 59.3% | $3,894 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.05万 | 0.00% | 116 | 116 | — | $1.05万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.04万 | 0.00% | 9 | 6 | 200.0% | $6,954 | 加仓 |
| FISV | FISERV INC COM | $1.01万 | 0.00% | 181 | 92 | 103.4% | $5,134 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.01万 | 0.00% | 131 | 53 | 67.9% | $4,085 | 加仓 |