13FBOX
Wilkerson Advisory Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Wilkerson Advisory Group LLC

No.5508 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.26亿
环比变动 Q1 2026
+$3,464.5万+11.9%
持仓股票数
618
新买入
42
加仓
273
减仓
182
清仓
39
持股不变
121
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
14.6%13.96%$4,753.4万6.4万股$4,060.8万6.2万股+1,211股+1.94%加仓
VVictory·SHARES FREE CASH FLOW ETFVFLO
8.28%7.94%$2,697.2万59.0万股$2,310.2万58.5万股+4,412股+0.75%加仓
AVANTIS INTLNGG
7.52%7.81%$2,450.1万27.5万股$2,273.1万26.8万股+6,748股+2.52%加仓
FFEDERATED HERMES ETF TRUSTFTRB
4.82%5.14%$1,570.2万62.6万股$1,494.3万59.4万股+3.1万股+5.29%加仓
I景顺QQQ信托VOO
4.64%3.95%$1,512.2万2.1万股$1,148.1万2.0万股+642股+3.23%加仓
AAMERICAN CENTY ETF TR US QUALITY GROWQGRO
4.22%4.01%$1,374.9万11.6万股$1,168.1万11.1万股+5,251股+4.72%加仓
A美国世纪ETF信托AVUS
4.18%4.06%$1,362.3万10.6万股$1,182.4万10.6万股+10股+0.01%加仓
PPIMCO太平洋投资管理ETFPYLD
3.98%4.16%$1,296.2万48.9万股$1,211.1万46.2万股+2.7万股+5.73%加仓
DDimensional维度ETF信托DFSD
3.5%3.71%$1,138.6万23.8万股$1,078.6万22.5万股+1.3万股+5.85%加仓
AAvantis·U SAVUV
3.01%2.97%$980.3万7.9万股$865.1万7.8万股+264股+0.34%加仓
G高盛ETF信托GBIL
2.61%2.29%$849.5万8.5万股$666.7万6.7万股+1.8万股+27.45%加仓
WWORLD GOLD TRGLD
2.24%2.96%$730.3万9.2万股$860.4万9.3万股-876股-0.94%减仓
A美国世纪ETF信托AVEM
2.23%2.15%$726.4万7.5万股$624.7万7.8万股-2,241股-2.89%减仓
卡特彼勒CAT
2.2%1.8%$716.0万6,724股$522.8万7,380股-656股-8.89%减仓
BBLUEROCK PVT REAL ESTATE FDBPRE
1.62%2.36%$526.7万40.5万股$686.2万41.3万股-8,242股-2.00%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
1.52%1.63%$495.0万9.9万股$473.3万9.5万股+4,408股+4.64%加仓
亚马逊AMZN
1.38%1.34%$450.8万1.9万股$388.8万1.9万股+248股+1.33%加仓
沃尔玛WMT
1.05%1.29%$341.3万3.0万股$375.0万3.0万股-41股-0.14%减仓
A美国世纪ETF信托AVGE
0.97%0.97%$317.3万3.2万股$283.5万3.2万股-194股-0.60%减仓
PPimco Active Bond ETFBOND
0.96%1.01%$313.2万3.4万股$294.8万3.2万股+2,020股+6.32%加仓
S道富SPIB
0.91%0.94%$296.4万8.9万股$274.5万8.2万股+6,727股+8.22%加仓
J骏利亨德森JAAA
0.87%0.89%$284.1万5.6万股$258.8万5.1万股+4,878股+9.49%加仓
DDimensional维度ETF信托DFLV
0.83%0.78%$270.0万6.8万股$226.6万6.3万股+4,831股+7.61%加仓
苹果AAPL
0.71%0.68%$229.9万7,944股$198.0万7,803股+141股+1.81%加仓
PPacer基金信托COWZ
0.7%0.85%$228.3万3.7万股$246.8万3.9万股-2,748股-6.97%减仓
V先锋领航指数基金VOO
0.68%0.66%$221.9万3,230股$192.4万3,220股+10股+0.31%加仓
迪尔DE
0.68%0.67%$220.7万3,479股$196.0万3,480股-1股-0.03%减仓
摩根大通JPM
0.63%0.62%$205.5万6,279股$180.3万6,130股+149股+2.43%加仓
微软MSFT
0.59%0.64%$191.3万5,129股$187.5万5,065股+64股+1.26%加仓
礼来LLY
0.54%0.46%$175.5万1,463股$133.7万1,454股+9股+0.62%加仓
英伟达NVDA
0.52%0.52%$169.5万8,468股$152.6万8,748股-280股-3.20%减仓
DDimensional维度ETF信托DFAC
0.49%0.5%$160.7万3.6万股$145.6万3.7万股-1,241股-3.31%减仓
IiShares安硕信托EFV
0.46%0.5%$151.0万2.0万股$146.7万2.0万股-4股-0.02%减仓
伯克希尔哈撒韦BRK.A
0.46%0.49%$149.8万2股$143.6万2股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.37%0.45%$121.7万2,433股$131.2万2,737股-304股-11.11%减仓
DDimensional维度ETF信托DFSV
0.36%0.41%$118.5万3.1万股$118.0万3.4万股-3,117股-9.26%减仓
IiShares安硕信托IMCG
0.34%0.31%$110.2万1.1万股$91.4万1.2万股-389股-3.35%减仓
好事达ALL
0.32%0.3%$102.8万4,318股$86.6万4,178股+140股+3.35%加仓
谷歌AGOOGL
0.31%0.28%$100.5万2,813股$81.5万2,833股-20股-0.71%减仓
博通AVGO
0.28%0.24%$89.8万2,375股$70.7万2,283股+92股+4.03%加仓
康宁GLW
0.27%0.17%$87.9万3,439股$50.5万3,712股-273股-7.35%减仓
宝洁PG
0.25%0.27%$81.1万5,532股$78.1万5,406股+126股+2.33%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.23%0.26%$73.6万1.5万股$74.5万1.5万股-164股-1.11%减仓
英特尔INTC
0.21%0.05%$69.7万4,988股$15.9万3,607股+1,381股+38.29%加仓
强生JNJ
0.21%0.25%$68.0万2,677股$71.9万2,942股-265股-9.01%减仓
家得宝HD
0.2%0.19%$64.1万1,818股$54.4万1,655股+163股+9.85%加仓
I景顺交易所交易基金信托XLG
0.19%0.19%$61.8万1.0万股$55.1万1.0万股00.00%持仓不变
V先锋领航指数基金VOT
0.19%0.18%$61.4万2,006股$51.6万2,004股+2股+0.10%加仓
AAuspice Commodity StrategyCOM
0.19%0.21%$60.8万1.9万股$62.2万1.9万股+116股+0.63%加仓
J摩根大通交易所交易基金JQUA
0.19%0.18%$60.5万8,363股$51.2万8,342股+21股+0.25%加仓

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