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 |
|---|---|---|---|---|---|---|---|---|
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $1.00万 | 0.00% | 217 | -12 | -5.2% | -$555 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $9,947 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $9,912 | 0.00% | 25 | 7 | 38.9% | $2,775 | 加仓 |
| CASS | CASS INFORMATION SYS INC COM | $9,861 | 0.00% | 224 | 2 | 0.9% | $88 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $9,815 | 0.00% | 210 | -82 | -28.1% | -$3,833 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $9,785 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $9,724 | 0.00% | 77 | 19 | 32.8% | $2,399 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $9,716 | 0.00% | 144 | -75 | -34.2% | -$5,060 | 减仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $9,555 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC COM | $9,554 | 0.00% | 27 | 15 | 125.0% | $5,308 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $9,543 | 0.00% | 40 | 5 | 14.3% | $1,193 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $9,520 | 0.00% | 58 | 26 | 81.2% | $4,268 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $9,509 | 0.00% | 45 | 19 | 73.1% | $4,015 | 加仓 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $9,486 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $9,482 | 0.00% | 149 | 91 | 156.9% | $5,791 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $9,455 | 0.00% | 382 | -151 | -28.3% | -$3,737 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $9,419 | 0.00% | 16 | 11 | 220.0% | $6,476 | 加仓 |
| KR | KROGER CO COM | $9,334 | 0.00% | 129 | 50 | 63.3% | $3,618 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $9,309 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $9,277 | 0.00% | 59 | 22 | 59.5% | $3,459 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $9,145 | 0.00% | 14 | 14 | — | $9,145 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $9,042 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $9,025 | 0.00% | 111 | 52 | 88.1% | $4,228 | 加仓 |
| NKE | NIKE INC CL B | $8,979 | 0.00% | 170 | 11 | 6.9% | $581 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $8,905 | 0.00% | 110 | 63 | 134.0% | $5,100 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $8,827 | 0.00% | 190 | 117 | 160.3% | $5,436 | 加仓 |
| VTR | VENTAS INC COM | $8,750 | 0.00% | 107 | 33 | 44.6% | $2,699 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $8,739 | 0.00% | 273 | -53 | -16.3% | -$1,697 | 减仓 |
| XYZ | BLOCK INC CL A | $8,726 | 0.00% | 145 | 50 | 52.6% | $3,009 | 加仓 |
| FTNT | FORTINET INC COM | $8,581 | 0.00% | 105 | -73 | -41.0% | -$5,966 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $8,499 | 0.00% | 11 | 5 | 83.3% | $3,863 | 加仓 |
| CVNA | CARVANA CO CL A | $8,488 | 0.00% | 27 | 8 | 42.1% | $2,515 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $8,374 | 0.00% | 114 | -240 | -67.8% | -$1.76万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $8,272 | 0.00% | 25 | 8 | 47.1% | $2,647 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $8,174 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $8,098 | 0.00% | 29 | -1 | -3.3% | -$279 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $8,036 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $8,027 | 0.00% | 68 | 25 | 58.1% | $2,951 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $7,999 | 0.00% | 18 | 12 | 200.0% | $5,333 | 加仓 |
| RS | RELIANCE INC COM | $7,902 | 0.00% | 26 | 8 | 44.4% | $2,431 | 加仓 |
| PCG | PG&E CORP COM | $7,889 | 0.00% | 449 | 237 | 111.8% | $4,164 | 加仓 |
| COR | CENCORA INC COM | $7,854 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7,805 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $7,717 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $7,675 | 0.00% | 61 | -52 | -46.0% | -$6,543 | 减仓 |
| GWW | WW GRAINGER INC COM | $7,636 | 0.00% | 7 | 5 | 250.0% | $5,454 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $7,305 | 0.00% | 51 | 41 | 410.0% | $5,873 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $7,268 | 0.00% | 1,553 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $7,226 | 0.00% | 61 | 7 | 13.0% | $829 | 加仓 |
| GRMN | GARMIN LTD SHS | $7,192 | 0.00% | 31 | 16 | 106.7% | $3,712 | 加仓 |
| CPRT | COPART INC COM | $7,138 | 0.00% | 215 | 63 | 41.4% | $2,092 | 加仓 |
| BP | BP PLC SPONSORED ADR | $7,072 | 0.00% | 150 | 1 | 0.7% | $47 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $7,020 | 0.00% | 69 | 1 | 1.5% | $102 | 加仓 |
| PAYX | PAYCHEX INC COM | $7,001 | 0.00% | 76 | -3 | -3.8% | -$276 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6,997 | 0.00% | 100 | -105 | -51.2% | -$7,347 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $6,913 | 0.00% | 35 | 9 | 34.6% | $1,778 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $6,787 | 0.00% | 233 | -1 | -0.4% | -$29 | 减仓 |
| LVS | LAS VEGAS SANDS CORP COM | $6,681 | 0.00% | 124 | 54 | 77.1% | $2,909 | 加仓 |
| CC | CHEMOURS CO COM | $6,610 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $6,468 | 0.00% | 12 | 10 | 500.0% | $5,390 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $6,279 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $6,271 | 0.00% | 91 | 91 | — | $6,271 | 新建仓 |
| YUM | YUM BRANDS INC COM | $6,219 | 0.00% | 40 | 23 | 135.3% | $3,576 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $6,139 | 0.00% | 36 | 4 | 12.5% | $682 | 加仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $5,999 | 0.00% | 177 | 1 | 0.6% | $34 | 加仓 |
| VAL | VALARIS LTD CL A | $5,980 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $5,862 | 0.00% | 48 | 36 | 300.0% | $4,396 | 加仓 |
| FIW | FIRST TRUST WATER ETF | $5,852 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $5,719 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $5,687 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $5,645 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $5,562 | 0.00% | 29 | 29 | — | $5,562 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $5,476 | 0.00% | 95 | 31 | 48.4% | $1,787 | 加仓 |
| JOE | ST JOE CO COM | $5,338 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $5,301 | 0.00% | 167 | 167 | — | $5,301 | 新建仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $5,225 | 0.00% | 58 | 58 | — | $5,225 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $5,095 | 0.00% | 7 | 4 | 133.3% | $2,911 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $5,080 | 0.00% | 17 | -8 | -32.0% | -$2,391 | 减仓 |
| XYL | XYLEM INC COM | $5,019 | 0.00% | 42 | -5 | -10.6% | -$598 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,798 | 0.00% | 63 | -3 | -4.5% | -$228 | 减仓 |
| RJF | RAYMOND JAMES FINL INC COM | $4,778 | 0.00% | 33 | 16 | 94.1% | $2,317 | 加仓 |
| WPC | WP CAREY INC COM | $4,757 | 0.00% | 70 | 30 | 75.0% | $2,039 | 加仓 |
| URNM | SPROTT URANIUM MINERS ETF | $4,736 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4,678 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $4,672 | 0.00% | 11 | 6 | 120.0% | $2,548 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $4,662 | 0.00% | 69 | 24 | 53.3% | $1,622 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $4,660 | 0.00% | 177 | 44 | 33.1% | $1,158 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $4,588 | 0.00% | 204 | 80 | 64.5% | $1,799 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $4,501 | 0.00% | 41 | 10 | 32.3% | $1,098 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $4,473 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $4,414 | 0.00% | 39 | 12 | 44.4% | $1,358 | 加仓 |
| IRM | IRON MTN INC DEL COM | $4,392 | 0.00% | 43 | 43 | — | $4,392 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $4,303 | 0.00% | 50 | 50 | — | $4,303 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $4,244 | 0.00% | 20 | -7 | -25.9% | -$1,485 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $4,233 | 0.00% | 45 | 45 | — | $4,233 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $4,058 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $3,952 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC COM | $3,944 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $3,910 | 0.00% | 54 | 54 | — | $3,910 | 新建仓 |
| ALC | ALCON AG ORD SHS | $3,843 | 0.00% | 51 | 0 | 0.0% | — | 不变 |