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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO CL A | $1.26万 | 0.00% | 191 | 56 | 41.5% | $3,686 | 加仓 |
| SNPS | SYNOPSYS INC COM | $1.20万 | 0.00% | 27 | 2 | 8.0% | $892 | 加仓 |
| VTR | VENTAS INC COM | $1.17万 | 0.00% | 132 | 25 | 23.4% | $2,220 | 加仓 |
| KR | KROGER CO COM | $1.17万 | 0.00% | 211 | 82 | 63.6% | $4,554 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $1.15万 | 0.00% | 20 | 4 | 25.0% | $2,307 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.14万 | 0.00% | 78 | 3 | 4.0% | $439 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.13万 | 0.00% | 151 | -21 | -12.2% | -$1,565 | 减仓 |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $1.12万 | 0.00% | 220 | 220 | — | $1.12万 | 新建仓 |
| ADSK | AUTODESK INC COM | $1.11万 | 0.00% | 57 | 1 | 1.8% | $194 | 加仓 |
| VRSN | VERISIGN INC COM | $1.11万 | 0.00% | 44 | -2 | -4.3% | -$503 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $1.10万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $1.09万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $1.09万 | 0.00% | 30 | -9 | -23.1% | -$3,265 | 减仓 |
| ADBE | ADOBE INC COM | $1.09万 | 0.00% | 53 | -5 | -8.6% | -$1,025 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $1.08万 | 0.00% | 32 | 5 | 18.5% | $1,692 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.07万 | 0.00% | 106 | 106 | — | $1.07万 | 新建仓 |
| WDAY | WORKDAY INC CL A | $1.07万 | 0.00% | 87 | -8 | -8.4% | -$979 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $1.06万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $1.05万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $1.05万 | 0.00% | 302 | 302 | — | $1.05万 | 新建仓 |
| BDX | BECTON DICKINSON & CO COM | $1.04万 | 0.00% | 69 | 10 | 16.9% | $1,513 | 加仓 |
| FICS | FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH ETF | $1.02万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.01万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $9,977 | 0.00% | 177 | -13 | -6.8% | -$733 | 减仓 |
| CCI | CROWN CASTLE INC COM | $9,921 | 0.00% | 131 | 20 | 18.0% | $1,515 | 加仓 |
| INTU | INTUIT COM | $9,918 | 0.00% | 38 | -20 | -34.5% | -$5,220 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $9,820 | 0.00% | 121 | 11 | 10.0% | $893 | 加仓 |
| RS | RELIANCE INC COM | $9,714 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $9,687 | 0.00% | 87 | 18 | 26.1% | $2,004 | 加仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $9,523 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $9,435 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $9,393 | 0.00% | 56 | -12 | -17.6% | -$2,013 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $9,356 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $9,175 | 0.00% | 20 | 2 | 11.1% | $918 | 加仓 |
| ACM | AECOM COM | $9,074 | 0.00% | 130 | -70 | -35.0% | -$4,886 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $9,032 | 0.00% | 68 | -40 | -37.0% | -$5,313 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $8,999 | 0.00% | 36 | 1 | 2.9% | $250 | 加仓 |
| — | CANARY XRP ETF | $8,853 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $8,846 | 0.00% | 744 | -1 | -0.1% | -$12 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $8,817 | 0.00% | 62 | -30 | -32.6% | -$4,266 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $8,807 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $8,736 | 0.00% | 41 | -18 | -30.5% | -$3,835 | 减仓 |
| NKE | NIKE INC CL B | $8,662 | 0.00% | 211 | 41 | 24.1% | $1,683 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $8,609 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $8,605 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $8,598 | 0.00% | 111 | 53 | 91.4% | $4,105 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $8,450 | 0.00% | 30 | -12 | -28.6% | -$3,380 | 减仓 |
| MSCI | MSCI INC COM | $8,401 | 0.00% | 15 | 3 | 25.0% | $1,680 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $8,401 | 0.00% | 37 | 37 | — | $8,401 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $8,380 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $8,252 | 0.00% | 60 | 60 | — | $8,252 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $8,209 | 0.00% | 28 | -11 | -28.2% | -$3,225 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $8,180 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $7,970 | 0.00% | 205 | -18 | -8.1% | -$700 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $7,892 | 0.00% | 171 | 171 | — | $7,892 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7,885 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $7,823 | 0.00% | 48 | -3 | -5.9% | -$489 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $7,780 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $7,535 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $7,495 | 0.00% | 229 | 52 | 29.4% | $1,702 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $7,408 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $7,342 | 0.00% | 88 | -44 | -33.3% | -$3,671 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $7,225 | 0.00% | 24 | -1 | -4.0% | -$301 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $7,220 | 0.00% | 39 | -42 | -51.9% | -$7,775 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $7,175 | 0.00% | 1,553 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $7,172 | 0.00% | 124 | 29 | 30.5% | $1,677 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $7,128 | 0.00% | 63 | 58 | 1,160.0% | $6,562 | 加仓 |
| TRLV | TRULIEVE CANNABIS CORP SUB VTG SHS | $7,058 | 0.00% | 718 | 718 | — | $7,058 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $6,828 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $6,578 | 0.00% | 89 | -25 | -21.9% | -$1,848 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $6,545 | 0.00% | 15 | -1 | -6.2% | -$436 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $6,541 | 0.00% | 145 | 21 | 16.9% | $947 | 加仓 |
| SSRM | SSR MINING IN COM | $6,533 | 0.00% | 231 | 231 | — | $6,533 | 新建仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $6,388 | 0.00% | 173 | -4 | -2.3% | -$148 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $6,363 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $6,359 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $6,257 | 0.00% | 372 | -77 | -17.1% | -$1,295 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $6,235 | 0.00% | 10 | -1 | -9.1% | -$624 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $6,225 | 0.00% | 56 | -1 | -1.8% | -$111 | 减仓 |
| IRM | IRON MTN INC DEL COM | $6,189 | 0.00% | 49 | 6 | 14.0% | $758 | 加仓 |
| GRMN | GARMIN LTD SHS | $6,176 | 0.00% | 26 | -5 | -16.1% | -$1,188 | 减仓 |
| CC | CHEMOURS CO COM | $6,157 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $6,088 | 0.00% | 74 | 71 | 2,366.7% | $5,841 | 重新持有 |
| ANF | ABERCROMBIE & FITCH CO CL A | $6,031 | 0.00% | 67 | 67 | — | $6,031 | 新建仓 |
| FIX | COMFORT SYS USA INC COM | $5,946 | 0.00% | 3 | 2 | 200.0% | $3,964 | 加仓 |
| COR | CENCORA INC COM | $5,943 | 0.00% | 21 | -4 | -16.0% | -$1,132 | 减仓 |
| YUM | YUM BRANDS INC COM | $5,915 | 0.00% | 37 | -3 | -7.5% | -$480 | 减仓 |
| LNTH | LANTHEUS HLDGS INC COM | $5,769 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $5,582 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $5,564 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $5,433 | 0.00% | 230 | 26 | 12.7% | $614 | 加仓 |
| JOE | ST JOE CO COM | $5,324 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5,290 | 0.00% | 58 | 20 | 52.6% | $1,824 | 加仓 |
| EQT | EQT CORP COM | $5,157 | 0.00% | 97 | -52 | -34.9% | -$2,765 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $5,048 | 0.00% | 59 | 59 | — | $5,048 | 新建仓 |
| WPC | WP CAREY INC COM | $5,005 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $4,879 | 0.00% | 188 | 32 | 20.5% | $830 | 加仓 |
| KVUE | KENVUE INC COM | $4,758 | 0.00% | 249 | 47 | 23.3% | $898 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4,737 | 0.00% | 111 | -62 | -35.8% | -$2,646 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $4,536 | 0.00% | 41 | 2 | 5.1% | $221 | 加仓 |