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 |
|---|---|---|---|---|---|---|---|---|
| VAL | VALARIS LTD CL A | $4,429 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $4,174 | 0.00% | 43 | 11 | 34.4% | $1,068 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $4,137 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $4,064 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $4,012 | 0.00% | 44 | 3 | 7.3% | $274 | 加仓 |
| ENB | ENBRIDGE INC COM | $3,957 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT URANIUM MINERS ETF | $3,944 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $3,942 | 0.00% | 77 | -14 | -15.4% | -$717 | 减仓 |
| LVS | LAS VEGAS SANDS CORP COM | $3,741 | 0.00% | 81 | -43 | -34.7% | -$1,986 | 减仓 |
| IR | INGERSOLL RAND INC COM | $3,608 | 0.00% | 44 | -113 | -72.0% | -$9,266 | 减仓 |
| COHR | COHERENT CORP COM | $3,550 | 0.00% | 9 | 4 | 80.0% | $1,578 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $3,545 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $3,532 | 0.00% | 34 | 34 | — | $3,532 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $3,480 | 0.00% | 94 | 63 | 203.2% | $2,332 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATION CL A | $3,422 | 0.00% | 13 | -14 | -51.9% | -$3,685 | 减仓 |
| ALC | ALCON AG ORD SHS | $3,422 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC COM | $3,412 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $3,395 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO COM | $3,388 | 0.00% | 126 | 1 | 0.8% | $27 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $3,336 | 0.00% | 14 | -6 | -30.0% | -$1,430 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $3,335 | 0.00% | 24 | -24 | -50.0% | -$3,335 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $3,312 | 0.00% | 400 | 9 | 2.3% | $75 | 加仓 |
| ENR | ENERGIZER HLDGS INC COM | $3,235 | 0.00% | 151 | 2 | 1.3% | $43 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $3,228 | 0.00% | 113 | 113 | — | $3,228 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC COM | $3,193 | 0.00% | 21 | -12 | -36.4% | -$1,825 | 减仓 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $3,109 | 0.00% | 74 | 74 | — | $3,109 | 新建仓 |
| DTE | DTE ENERGY CO COM | $3,047 | 0.00% | 20 | -3 | -13.0% | -$457 | 减仓 |
| FFIV | F5 INC COM | $2,912 | 0.00% | 7 | -4 | -36.4% | -$1,664 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $2,867 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $2,831 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $2,811 | 0.00% | 17 | -1 | -5.6% | -$165 | 减仓 |
| ON | ON SEMICONDUCTOR CORP COM | $2,742 | 0.00% | 29 | 29 | — | $2,742 | 新建仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $2,709 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $2,706 | 0.00% | 6 | -26 | -81.2% | -$1.17万 | 减仓 |
| FISV | FISERV INC COM | $2,698 | 0.00% | 55 | -126 | -69.6% | -$6,181 | 减仓 |
| — | PROSHARES SHORT QQQ | $2,605 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $2,587 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $2,581 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $2,524 | 0.00% | 11 | 4 | 57.1% | $918 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2,512 | 0.00% | 13 | -23 | -63.9% | -$4,444 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $2,498 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $2,442 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,434 | 0.00% | 34 | -97 | -74.0% | -$6,944 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $2,352 | 0.00% | 58 | 1 | 1.8% | $41 | 加仓 |
| VSTS | VESTIS CORPORATION COM SHS | $2,323 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $2,318 | 0.00% | 120 | 120 | — | $2,318 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $2,281 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $2,233 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC COM | $2,096 | 0.00% | 18 | -18 | -50.0% | -$2,096 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $2,096 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP COM | $2,058 | 0.00% | 20 | 20 | — | $2,058 | 新建仓 |
| MKL | MARKEL GROUP INC COM | $1,953 | 0.00% | 1 | 1 | — | $1,953 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $1,950 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,935 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $1,932 | 0.00% | 4 | 4 | — | $1,932 | 新建仓 |
| BG | BUNGE GLOBAL SA COM SHS | $1,921 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $1,806 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $1,758 | 0.00% | 10 | 8 | 400.0% | $1,406 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $1,742 | 0.00% | 14 | 14 | — | $1,742 | 新建仓 |
| GIS | GENERAL MILLS INC COM | $1,740 | 0.00% | 50 | -8 | -13.8% | -$278 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1,716 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $1,623 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $1,524 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $1,461 | 0.00% | 25 | 25 | — | $1,461 | 新建仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1,380 | 0.00% | 77 | -14 | -15.4% | -$251 | 减仓 |
| ASM | AVINO SILVER & GOLD MINES LTD COM | $1,268 | 0.00% | 200 | 170 | 566.7% | $1,078 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $1,231 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $1,220 | 0.00% | 12 | 2 | 20.0% | $203 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $1,219 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NEWP | NEW PAC METALS CORP COM | $1,206 | 0.00% | 300 | 150 | 100.0% | $603 | 加仓 |
| VTRS | VIATRIS INC COM | $1,194 | 0.00% | 75 | -47 | -38.5% | -$748 | 减仓 |
| RMD | RESMED INC COM | $1,169 | 0.00% | 6 | -5 | -45.5% | -$974 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1,164 | 0.00% | 23 | 23 | — | $1,164 | 新建仓 |
| AVNT | AVIENT CORPORATION COM | $1,146 | 0.00% | 31 | 31 | — | $1,146 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $1,123 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $1,064 | 0.00% | 19 | 19 | — | $1,064 | 新建仓 |
| WLK | WESTLAKE CORPORATION COM | $1,022 | 0.00% | 14 | -2 | -12.5% | -$146 | 减仓 |
| POWW | OUTDOOR HOLDING CO COM | $999 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $989 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD REGISTERED SHS | $978 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $967 | 0.00% | 7 | 7 | — | $967 | 新建仓 |
| CWI | STATE STREET SPDR MSCI ACWI EX-US ETF | $935 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $908 | 0.00% | 125 | 24 | 23.8% | $174 | 加仓 |
| — | DAWSON GEOPHYSICAL CO NEW COM | $891 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC COM | $847 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC COM | $844 | 0.00% | 7 | -3 | -30.0% | -$362 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $834 | 0.00% | 33 | 30 | 1,000.0% | $758 | 加仓 |
| EME | EMCOR GROUP INC COM | $830 | 0.00% | 1 | 1 | — | $830 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $828 | 0.00% | 23 | -14 | -37.8% | -$504 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $812 | 0.00% | 7 | 7 | — | $812 | 新建仓 |
| PAYX | PAYCHEX INC COM | $688 | 0.00% | 7 | -69 | -90.8% | -$6,782 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $658 | 0.00% | 13 | 13 | — | $658 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC COM | $626 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $561 | 0.00% | 1 | -10 | -90.9% | -$5,610 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $549 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $435 | 0.00% | 8 | -52 | -86.7% | -$2,828 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $421 | 0.00% | 8 | -193 | -96.0% | -$1.02万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $390 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EH | EHANG HLDGS LTD ADS | $360 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $354 | 0.00% | 5 | 0 | 0.0% | — | 不变 |