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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $348 | 0.00% | 4 | 4 | — | $348 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $347 | 0.00% | 10 | 10 | — | $347 | 新建仓 |
| CRWV | COREWEAVE INC COM CL A | $299 | 0.00% | 3 | -47 | -94.0% | -$4,684 | 重新持有 |
| SNAP | SNAP INC CL A | $293 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC COM | $291 | 0.00% | 2 | -15 | -88.2% | -$2,182 | 减仓 |
| — | AVANOS MED INC COM | $224 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $190 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $179 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $100 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $91 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $90 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $83 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $38 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES COM | $33 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $28 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & GRO COM | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MICROBOT MED INC COM NEW | $2 | 0.00% | 1 | 1 | — | $2 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -1,718 | -100.0% | -$29.15万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -167 | -100.0% | -$1.26万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $0 | 0.00% | 0 | -220 | -100.0% | -$1.06万 | 清仓 |
| CPRT | COPART INC COM | $0 | 0.00% | 0 | -215 | -100.0% | -$7,138 | 清仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $0 | 0.00% | 0 | -91 | -100.0% | -$6,271 | 清仓 |
| XYL | XYLEM INC COM | $0 | 0.00% | 0 | -42 | -100.0% | -$5,019 | 清仓 |
| SSNC | SS&C TECH HLDGS COM | $0 | 0.00% | 0 | -69 | -100.0% | -$4,662 | 清仓 |
| NBR | NABORS INDUSTRIES LTD SHS | $0 | 0.00% | 0 | -50 | -100.0% | -$4,303 | 清仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $0 | 0.00% | 0 | -45 | -100.0% | -$4,233 | 清仓 |
| BBEU | JPMORGAN BETABUILDERS EUROPE ETF | $0 | 0.00% | 0 | -54 | -100.0% | -$3,910 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -147 | -100.0% | -$3,804 | 清仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $0 | 0.00% | 0 | -166 | -100.0% | -$3,803 | 清仓 |
| VICI | VICI PPTYS INC COM | $0 | 0.00% | 0 | -123 | -100.0% | -$3,360 | 清仓 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$2,973 | 清仓 |
| — | WHEELS UP EXPERIENCE INC COM CL A | $0 | 0.00% | 0 | -5,000 | -100.0% | -$2,583 | 清仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -41 | -100.0% | -$1,925 | 清仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $0 | 0.00% | 0 | -17 | -100.0% | -$1,912 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $0 | 0.00% | 0 | -6 | -100.0% | -$1,744 | 清仓 |
| WCN | WASTE CONNECTIONS INC COM | $0 | 0.00% | 0 | -10 | -100.0% | -$1,624 | 清仓 |
| DOV | DOVER CORP COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,459 | 清仓 |
| — | TRI POINTE HOMES INC COM | $0 | 0.00% | 0 | -30 | -100.0% | -$1,402 | 清仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -5 | -100.0% | -$1,334 | 清仓 |
| VEEV | VEEVA SYS INC CL A COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,054 | 清仓 |
| VZLA | VIZSLA SILVER CORP COM NEW | $0 | 0.00% | 0 | -305 | -100.0% | -$1,007 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -3 | -100.0% | -$609 | 清仓 |
| NTAP | NETAPP INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$410 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$281 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -2 | -100.0% | -$218 | 清仓 |
| SFM | SPROUTS FMRS MKT INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$154 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$148 | 清仓 |
| DC | DAKOTA GOLD CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$141 | 清仓 |
| NB | NIOCORP DEVS LTD COM NEW | $0 | 0.00% | 0 | -25 | -100.0% | -$112 | 清仓 |
| FLUT | FLUTTER ENTMT PLC SHS | $0 | 0.00% | 0 | -1 | -100.0% | -$102 | 清仓 |
| CPNG | COUPANG INC CL A | $0 | 0.00% | 0 | -5 | -100.0% | -$94 | 清仓 |
| — | TILRAY BRANDS INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$78 | 清仓 |
| RIOT | RIOT PLATFORMS INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$74 | 清仓 |
| THM | INTERNATIONAL TOWER HILL MINES COM | $0 | 0.00% | 0 | -20 | -100.0% | -$46 | 清仓 |
| — | US GOLDMINING INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$35 | 清仓 |
| LCID | LUCID GROUP INC COM NEW | $0 | 0.00% | 0 | -3 | -100.0% | -$29 | 清仓 |
| EVGO | EVGO INC CL A COM | $0 | 0.00% | 0 | -4 | -100.0% | -$7 | 清仓 |
| OPK | OPKO HEALTH INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$5 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |