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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC COM | $2.53万 | 0.01% | 200 | -22 | -9.9% | -$2,779 | 减仓 |
| MCK | MCKESSON CORP COM | $2.49万 | 0.01% | 33 | 10 | 43.5% | $7,559 | 加仓 |
| URI | UNITED RENTALS INC COM | $2.49万 | 0.01% | 22 | 7 | 46.7% | $7,930 | 加仓 |
| KKR | KKR & CO INC COM | $2.49万 | 0.01% | 271 | 33 | 13.9% | $3,029 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.48万 | 0.01% | 50 | 2 | 4.2% | $993 | 加仓 |
| CVS | CVS HEALTH CORP COM | $2.45万 | 0.01% | 237 | 69 | 41.1% | $7,138 | 加仓 |
| TRGP | TARGA RES CORP COM | $2.44万 | 0.01% | 91 | 12 | 15.2% | $3,218 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $2.41万 | 0.01% | 76 | -2 | -2.6% | -$635 | 减仓 |
| ROST | ROSS STORES INC COM | $2.41万 | 0.01% | 113 | 16 | 16.5% | $3,406 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.40万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $2.39万 | 0.01% | 94 | -349 | -78.8% | -$8.88万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.38万 | 0.01% | 398 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $2.36万 | 0.01% | 491 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $2.36万 | 0.01% | 99 | 17 | 20.7% | $4,046 | 加仓 |
| DG | DOLLAR GEN CORP COM | $2.35万 | 0.01% | 204 | 143 | 234.4% | $1.65万 | 加仓 |
| JXN | JACKSON FINANCIAL INC COM CL A | $2.34万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.34万 | 0.01% | 102 | 32 | 45.7% | $7,346 | 加仓 |
| NUE | NUCOR CORP COM | $2.32万 | 0.01% | 104 | 8 | 8.3% | $1,782 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.32万 | 0.01% | 119 | -344 | -74.3% | -$6.70万 | 减仓 |
| SRE | SEMPRA COM | $2.31万 | 0.01% | 249 | 6 | 2.5% | $556 | 加仓 |
| CIEN | CIENA CORP COM NEW | $2.31万 | 0.01% | 47 | 3 | 6.8% | $1,472 | 加仓 |
| EXC | EXELON CORP COM | $2.18万 | 0.01% | 468 | 216 | 85.7% | $1.01万 | 加仓 |
| AME | AMETEK INC COM | $2.10万 | 0.01% | 87 | 1 | 1.2% | $242 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $2.10万 | 0.01% | 88 | 9 | 11.4% | $2,151 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $2.10万 | 0.01% | 61 | 44 | 258.8% | $1.51万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.07万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $2.06万 | 0.01% | 83 | 54 | 186.2% | $1.34万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $2.05万 | 0.01% | 201 | 20 | 11.0% | $2,044 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $2.05万 | 0.01% | 186 | 140 | 304.3% | $1.54万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $2.00万 | 0.01% | 106 | 12 | 12.8% | $2,262 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $1.99万 | 0.01% | 173 | 7 | 4.2% | $804 | 加仓 |
| O | REALTY INCOME CORP COM | $1.98万 | 0.01% | 319 | -17 | -5.1% | -$1,053 | 减仓 |
| AZZ | AZZ INC COM | $1.97万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $1.97万 | 0.01% | 255 | 111 | 77.1% | $8,567 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $1.95万 | 0.01% | 145 | 34 | 30.6% | $4,579 | 加仓 |
| WAB | WABTEC COM | $1.94万 | 0.01% | 72 | 2 | 2.9% | $539 | 加仓 |
| KRMN | KARMAN HLDGS INC COMMON STOCK | $1.92万 | 0.01% | 384 | -577 | -60.0% | -$2.88万 | 减仓 |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | $1.90万 | 0.01% | 326 | -2 | -0.6% | -$116 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $1.90万 | 0.01% | 116 | -23 | -16.5% | -$3,762 | 减仓 |
| TTEK | TETRA TECH INC NEW COM | $1.89万 | 0.01% | 653 | -91 | -12.2% | -$2,629 | 减仓 |
| DDOG | DATADOG INC CL A COM | $1.87万 | 0.01% | 72 | 4 | 5.9% | $1,041 | 加仓 |
| CTAS | CINTAS CORP COM | $1.85万 | 0.01% | 109 | 16 | 17.2% | $2,721 | 加仓 |
| SLV | ISHARES SILVER TRUST | $1.84万 | 0.01% | 345 | 345 | — | $1.84万 | 新建仓 |
| CASS | CASS INFORMATION SYS INC COM | $1.77万 | 0.01% | 345 | 121 | 54.0% | $6,218 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $1.77万 | 0.01% | 355 | 3 | 0.9% | $149 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.73万 | 0.01% | 34 | -1 | -2.9% | -$509 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $1.73万 | 0.01% | 1,034 | 38 | 3.8% | $635 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.72万 | 0.01% | 103 | 16 | 18.4% | $2,667 | 加仓 |
| SO | SOUTHERN CO COM | $1.71万 | 0.01% | 179 | -34 | -16.0% | -$3,254 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $1.71万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $1.68万 | 0.01% | 201 | 18 | 9.8% | $1,504 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1.66万 | 0.01% | 199 | 99 | 99.0% | $8,237 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.65万 | 0.01% | 172 | 6 | 3.6% | $577 | 加仓 |
| FTNT | FORTINET INC COM | $1.63万 | 0.01% | 106 | 1 | 1.0% | $154 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.59万 | 0.00% | 126 | -20 | -13.7% | -$2,532 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1.59万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $1.57万 | 0.00% | 99 | 4 | 4.2% | $635 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1.56万 | 0.00% | 360 | -57 | -13.7% | -$2,464 | 减仓 |
| XYZ | BLOCK INC CL A | $1.54万 | 0.00% | 202 | 57 | 39.3% | $4,332 | 加仓 |
| VMC | VULCAN MATLS CO COM | $1.53万 | 0.00% | 52 | 5 | 10.6% | $1,475 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.53万 | 0.00% | 112 | 11 | 10.9% | $1,505 | 加仓 |
| IDXX | IDEXX LABS INC COM | $1.53万 | 0.00% | 29 | 5 | 20.8% | $2,632 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $1.52万 | 0.00% | 74 | 7 | 10.4% | $1,435 | 加仓 |
| TDG | TRANSDIGM GROUP INC COM | $1.47万 | 0.00% | 11 | 2 | 22.2% | $2,664 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $1.46万 | 0.00% | 201 | -31 | -13.4% | -$2,258 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $1.46万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $1.46万 | 0.00% | 136 | 20 | 17.2% | $2,140 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.44万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1.44万 | 0.00% | 41 | 3 | 7.9% | $1,050 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1.43万 | 0.00% | 193 | 44 | 29.5% | $3,271 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1.43万 | 0.00% | 47 | 7 | 17.5% | $2,131 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $1.43万 | 0.00% | 51 | -168 | -76.7% | -$4.70万 | 减仓 |
| STE | STERIS PLC SHS USD | $1.41万 | 0.00% | 67 | -21 | -23.9% | -$4,426 | 减仓 |
| ZTS | ZOETIS INC CL A | $1.41万 | 0.00% | 196 | 14 | 7.7% | $1,006 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $1.41万 | 0.00% | 65 | 5 | 8.3% | $1,083 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $1.40万 | 0.00% | 59 | 14 | 31.1% | $3,326 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $1.40万 | 0.00% | 57 | 5 | 9.6% | $1,226 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.39万 | 0.00% | 112 | 32 | 40.0% | $3,982 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $1.38万 | 0.00% | 1,084 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $1.38万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.38万 | 0.00% | 30 | -11 | -26.8% | -$5,050 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1.38万 | 0.00% | 170 | 55 | 47.8% | $4,449 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.37万 | 0.00% | 81 | -19 | -19.0% | -$3,212 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.36万 | 0.00% | 401 | 128 | 46.9% | $4,352 | 加仓 |
| TWLO | TWILIO INC CL A | $1.36万 | 0.00% | 66 | 5 | 8.2% | $1,032 | 加仓 |
| GWW | WW GRAINGER INC COM | $1.36万 | 0.00% | 10 | 3 | 42.9% | $4,081 | 加仓 |
| SHYM | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF | $1.35万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.33万 | 0.00% | 44 | 28 | 175.0% | $8,489 | 加仓 |
| XEL | XCEL ENERGY INC COM | $1.33万 | 0.00% | 166 | 25 | 17.7% | $2,008 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $1.33万 | 0.00% | 88 | 88 | — | $1.33万 | 新建仓 |
| NDAQ | NASDAQ INC COM | $1.32万 | 0.00% | 168 | 30 | 21.7% | $2,365 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $1.32万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $1.32万 | 0.00% | 264 | -109 | -29.2% | -$5,448 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $1.32万 | 0.00% | 113 | 17 | 17.7% | $1,985 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $1.32万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $1.27万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.27万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $1.27万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO 5 ETF | $1.26万 | 0.00% | 479 | 119 | 33.1% | $3,140 | 加仓 |
| CME | CME GROUP INC COM | $1.26万 | 0.00% | 57 | 3 | 5.6% | $662 | 加仓 |