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 |
|---|---|---|---|---|---|---|---|---|
| — | CHARGEPOINT HOLDINGS INC COM SHS | $83 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $79 | 0.00% | 5 | -3 | -37.5% | -$47 | 减仓 |
| — | TILRAY BRANDS INC COM | $78 | 0.00% | 12 | 12 | — | $78 | 新建仓 |
| RIOT | RIOT PLATFORMS INC COM | $74 | 0.00% | 6 | 6 | — | $74 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $65 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| THM | INTERNATIONAL TOWER HILL MINES COM | $46 | 0.00% | 20 | 20 | — | $46 | 新建仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $38 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $35 | 0.00% | 3 | 2 | 200.0% | $23 | 加仓 |
| — | US GOLDMINING INC COM | $35 | 0.00% | 3 | 3 | — | $35 | 新建仓 |
| — | AURORA CANNABIS INC COM | $33 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC COM NEW | $29 | 0.00% | 3 | 3 | — | $29 | 新建仓 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC CL A COM | $7 | 0.00% | 4 | 4 | — | $7 | 新建仓 |
| OPK | OPKO HEALTH INC COM | $5 | 0.00% | 4 | 4 | — | $5 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $1 | 0.00% | 1 | -50 | -98.0% | -$50 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $0 | 0.00% | 0 | -229 | -100.0% | -$1.33万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $0 | 0.00% | 0 | -205 | -100.0% | -$1.16万 | 清仓 |
| RDDT | REDDIT INC CL A | $0 | 0.00% | 0 | -50 | -100.0% | -$1.15万 | 清仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$6,992 | 清仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $0 | 0.00% | 0 | -116 | -100.0% | -$6,920 | 清仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $0 | 0.00% | 0 | -56 | -100.0% | -$6,905 | 清仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$6,306 | 清仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -139 | -100.0% | -$5,609 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $0 | 0.00% | 0 | -50 | -100.0% | -$3,965 | 清仓 |
| CRWV | COREWEAVE INC COM CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$3,051 | 清仓 |
| LEN | LENNAR CORP CL A | $0 | 0.00% | 0 | -28 | -100.0% | -$2,878 | 清仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $0 | 0.00% | 0 | -38 | -100.0% | -$2,571 | 清仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $0 | 0.00% | 0 | -53 | -100.0% | -$2,460 | 清仓 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -48 | -100.0% | -$2,232 | 清仓 |
| FBND | FIDELITY TOTAL BOND ETF | $0 | 0.00% | 0 | -48 | -100.0% | -$2,210 | 清仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$2,135 | 清仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $0 | 0.00% | 0 | -46 | -100.0% | -$1,852 | 清仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $0 | 0.00% | 0 | -23 | -100.0% | -$1,722 | 清仓 |
| EFX | EQUIFAX INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,519 | 清仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $0 | 0.00% | 0 | -21 | -100.0% | -$1,512 | 清仓 |
| NRG | NRG ENERGY INC COM NEW | $0 | 0.00% | 0 | -9 | -100.0% | -$1,433 | 清仓 |
| CSGP | COSTAR GROUP INC COM | $0 | 0.00% | 0 | -21 | -100.0% | -$1,412 | 清仓 |
| INSM | INSMED INC COM PAR $.01 | $0 | 0.00% | 0 | -8 | -100.0% | -$1,392 | 清仓 |
| VRSK | VERISK ANALYTICS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,342 | 清仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$1,280 | 清仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BHF | BRIGHTHOUSE FINL INC COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,101 | 清仓 |
| BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$723 | 清仓 |
| BITO | PROSHARES BITCOIN ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$608 | 清仓 |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $0 | 0.00% | 0 | -13 | -100.0% | -$577 | 清仓 |
| — | DMC GLOBAL INC COM | $0 | 0.00% | 0 | -50 | -100.0% | -$335 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$223 | 清仓 |
| DDD | 3-D SYS CORP DEL COM NEW | $0 | 0.00% | 0 | -50 | -100.0% | -$89 | 清仓 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | $0 | 0.00% | 0 | 0 | — | -$43 | 清仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $0 | 0.00% | 0 | 0 | — | -$40 | 清仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$28 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $0 | 0.00% | 1 | -50 | -98.0% | — | 减仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $0 | 0.00% | 1 | -50 | -98.0% | — | 减仓 |