Wilkerson Advisory Group LLC 13F 持仓 · 2026年Q2

Wilkerson Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 620 只证券，申报市值合计 3.26 亿美元。前几大持仓：SPY（14.60%）、VFLO（8.28%）、AVDE（7.52%）。本季前 25 大持仓中：增持 18 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPY	STATE STREET SPDR S&P 500 ETF	$47.5M	14.60%	63,652	增持
2	VFLO	VICTORYSHARES FREE CASH FLOW ETF	$27.0M	8.28%	589,559	增持
3	AVDE	AVANTIS INTERNATIONAL EQUITY ETF	$24.5M	7.52%	274,672	增持
4	FTRB	FEDERATED HERMES TOTAL RETURN BOND ETF	$15.7M	4.82%	625,688	增持
5	QQQ	INVESCO QQQ TRUST SERIES I	$15.1M	4.64%	20,534	增持
6	QGRO	AMERICAN CENTURY U.S. QUALITY GROWTH ETF	$13.7M	4.22%	116,467	增持
7	AVUS	AVANTIS U.S. EQUITY ETF	$13.6M	4.18%	106,360	增持
8	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	$13.0M	3.98%	488,746	增持
9	DFSD	DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	$11.4M	3.50%	238,451	增持
10	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$9.8M	3.01%	78,571	增持
11	GBIL	ACCESS TREASURY 0-1 YEAR ETF	$8.5M	2.61%	84,811	增持
12	GLDM	SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST	$7.3M	2.24%	91,948	减持
13	AVEM	AVANTIS EMERGING MARKETS EQUITY ETF	$7.3M	2.23%	75,280	减持
14	CAT	CATERPILLAR INC COM	$7.2M	2.20%	6,724	减持
15	BPRE	BLUEROCK PVT REAL ESTATE FD COM	$5.3M	1.62%	404,879	减持
16	LMBS	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	$5.0M	1.52%	99,437	增持
17	AMZN	AMAZON COM INC COM	$4.5M	1.38%	18,916	增持
18	WMT	WALMART INC COM	$3.4M	1.05%	30,130	减持
19	AVGE	AVANTIS ALL EQUITY MARKETS ETF	$3.2M	0.97%	32,013	减持
20	BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	$3.1M	0.96%	33,970	增持
21	SPIB	STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	$3.0M	0.91%	88,584	增持
22	JAAA	JANUS HENDERSON AAA CLO ETF	$2.8M	0.87%	56,265	增持
23	DFLV	DIMENSIONAL US LARGE CAP VALUE ETF	$2.7M	0.83%	68,294	增持
24	AAPL	APPLE INC COM	$2.3M	0.71%	7,944	增持
25	COWZ	PACER US CASH COWS 100 ETF	$2.3M	0.70%	36,702	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR