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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP COMMON STOCK | $3,804 | 0.00% | 147 | 138 | 1,533.3% | $3,571 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3,803 | 0.00% | 166 | 166 | — | $3,803 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $3,640 | 0.00% | 391 | 341 | 682.0% | $3,175 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $3,578 | 0.00% | 137 | 137 | — | $3,578 | 新建仓 |
| KVUE | KENVUE INC COM | $3,482 | 0.00% | 202 | 10 | 5.2% | $172 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $3,478 | 0.00% | 58 | 58 | — | $3,478 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $3,458 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM | $3,451 | 0.00% | 36 | -5 | -12.2% | -$479 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3,430 | 0.00% | 91 | 15 | 19.7% | $565 | 加仓 |
| RBLX | ROBLOX CORP CL A | $3,394 | 0.00% | 60 | -71 | -54.2% | -$4,016 | 减仓 |
| DTE | DTE ENERGY CO COM | $3,363 | 0.00% | 23 | 23 | — | $3,363 | 新建仓 |
| VICI | VICI PPTYS INC COM | $3,360 | 0.00% | 123 | 65 | 112.1% | $1,776 | 加仓 |
| — | PROSHARES SHORT QQQ | $3,316 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $3,183 | 0.00% | 11 | 2 | 22.2% | $579 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $3,159 | 0.00% | 11 | -16 | -59.3% | -$4,595 | 减仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $3,072 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $2,973 | 0.00% | 50 | 50 | — | $2,973 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2,952 | 0.00% | 124 | -302 | -70.9% | -$7,190 | 减仓 |
| CMS | CMS ENERGY CORP COM | $2,870 | 0.00% | 37 | 37 | — | $2,870 | 新建仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $2,866 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $2,774 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $2,673 | 0.00% | 125 | 1 | 0.8% | $21 | 加仓 |
| KGS | KODIAK GAS SVCS INC COM | $2,630 | 0.00% | 45 | 45 | — | $2,630 | 新建仓 |
| — | WHEELS UP EXPERIENCE INC COM CL A | $2,583 | 0.00% | 5,000 | 5,000 | — | $2,583 | 新建仓 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $2,570 | 0.00% | 35 | 1 | 2.9% | $73 | 加仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $2,481 | 0.00% | 24 | 24 | — | $2,481 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $2,470 | 0.00% | 115 | 115 | — | $2,470 | 新建仓 |
| RMD | RESMED INC COM | $2,469 | 0.00% | 11 | 1 | 10.0% | $224 | 加仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2,468 | 0.00% | 18 | -5 | -21.7% | -$686 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $2,455 | 0.00% | 38 | -15 | -28.3% | -$969 | 减仓 |
| ENR | ENERGIZER HLDGS INC COM | $2,440 | 0.00% | 149 | 3 | 2.1% | $49 | 加仓 |
| SCHH | SCHWAB U.S. REIT ETF | $2,342 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $2,302 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $2,290 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $2,241 | 0.00% | 206 | 206 | — | $2,241 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $2,229 | 0.00% | 17 | 17 | — | $2,229 | 新建仓 |
| GIS | GENERAL MILLS INC COM | $2,159 | 0.00% | 58 | -5 | -7.9% | -$186 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $2,145 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $2,079 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1,925 | 0.00% | 41 | 41 | — | $1,925 | 新建仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1,912 | 0.00% | 17 | 17 | — | $1,912 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $1,872 | 0.00% | 93 | 1 | 1.1% | $20 | 加仓 |
| WLK | WESTLAKE CORPORATION COM | $1,869 | 0.00% | 16 | 16 | — | $1,869 | 新建仓 |
| P | EVERPURE INC CL A | $1,830 | 0.00% | 31 | 11 | 55.0% | $649 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $1,744 | 0.00% | 6 | -4 | -40.0% | -$1,163 | 减仓 |
| VTRS | VIATRIS INC COM | $1,653 | 0.00% | 122 | -16 | -11.6% | -$217 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $1,624 | 0.00% | 10 | 10 | — | $1,624 | 新建仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,620 | 0.00% | 52 | -3 | -5.5% | -$93 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,570 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $1,459 | 0.00% | 7 | 7 | — | $1,459 | 新建仓 |
| — | TRI POINTE HOMES INC COM | $1,402 | 0.00% | 30 | 30 | — | $1,402 | 新建仓 |
| FIX | COMFORT SYS USA INC COM | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1,377 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,370 | 0.00% | 37 | 37 | — | $1,370 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1,361 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $1,334 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $1,326 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,321 | 0.00% | 1 | 1 | — | $1,321 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $1,310 | 0.00% | 10 | 10 | — | $1,310 | 新建仓 |
| STLD | STEEL DYNAMICS INC COM | $1,260 | 0.00% | 7 | -24 | -77.4% | -$4,320 | 减仓 |
| VSTS | VESTIS CORPORATION COM SHS | $1,258 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $1,191 | 0.00% | 5 | 5 | — | $1,191 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $1,064 | 0.00% | 5 | 5 | — | $1,064 | 新建仓 |
| VEEV | VEEVA SYS INC CL A COM | $1,054 | 0.00% | 6 | -7 | -53.8% | -$1,230 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $1,037 | 0.00% | 6 | 6 | — | $1,037 | 新建仓 |
| VZLA | VIZSLA SILVER CORP COM NEW | $1,007 | 0.00% | 305 | 305 | — | $1,007 | 新建仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $967 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $882 | 0.00% | 101 | 1 | 1.0% | $9 | 加仓 |
| POWW | OUTDOOR HOLDING CO COM | $880 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $842 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC COM | $830 | 0.00% | 10 | 3 | 42.9% | $249 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $798 | 0.00% | 91 | 91 | — | $798 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $732 | 0.00% | 68 | 1 | 1.5% | $11 | 加仓 |
| SSD | SIMPSON MFG INC COM | $693 | 0.00% | 4 | 4 | — | $693 | 新建仓 |
| RKLB | ROCKET LAB CORP COM | $642 | 0.00% | 10 | 10 | — | $642 | 新建仓 |
| NEWP | NEW PAC METALS CORP COM | $621 | 0.00% | 150 | 150 | — | $621 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $609 | 0.00% | 3 | 3 | — | $609 | 新建仓 |
| EH | EHANG HLDGS LTD ADS | $534 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | DAWSON GEOPHYSICAL CO NEW COM | $519 | 0.00% | 150 | 150 | — | $519 | 新建仓 |
| SJM | SMUCKER J M CO COM NEW | $512 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $458 | 0.00% | 3 | -5 | -62.5% | -$763 | 减仓 |
| NTAP | NETAPP INC COM | $410 | 0.00% | 4 | -18 | -81.8% | -$1,845 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $396 | 0.00% | 2 | 2 | — | $396 | 新建仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $350 | 0.00% | 33 | 33 | — | $350 | 新建仓 |
| TTAN | SERVICETITAN INC SHS CL A | $317 | 0.00% | 5 | 5 | — | $317 | 新建仓 |
| SNAP | SNAP INC CL A | $304 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $281 | 0.00% | 1 | 1 | — | $281 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $218 | 0.00% | 2 | -5 | -71.4% | -$545 | 减仓 |
| ASM | AVINO SILVER & GOLD MINES LTD COM | $190 | 0.00% | 30 | 30 | — | $190 | 新建仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $184 | 0.00% | 6 | -1 | -14.3% | -$31 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $165 | 0.00% | 2 | -56 | -96.6% | -$4,620 | 减仓 |
| SFM | SPROUTS FMRS MKT INC COM | $154 | 0.00% | 2 | -22 | -91.7% | -$1,694 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $148 | 0.00% | 2 | -77 | -97.5% | -$5,698 | 减仓 |
| DC | DAKOTA GOLD CORP COM | $141 | 0.00% | 28 | 28 | — | $141 | 新建仓 |
| — | AVANOS MED INC COM | $126 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD COM NEW | $112 | 0.00% | 25 | 25 | — | $112 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $104 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC SHS | $102 | 0.00% | 1 | -17 | -94.4% | -$1,734 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $96 | 0.00% | 14 | 14 | — | $96 | 新建仓 |
| CPNG | COUPANG INC CL A | $94 | 0.00% | 5 | -49 | -90.7% | -$921 | 减仓 |