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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001812177
持仓数
136
前50大市值合计
$305.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 88 项
建仓 5
增持 53
减持 18
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SCHD
Schwab US Dividend Equity ETF
+$7.5M
135,845
+243%
减持
ABBV
Abbvie
-$7.0M
2,605
-95%
建仓
INTC
Intel
+$5.8M
117,695
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
NVS
Novartis
+$4.1M
46,977
清仓
CVX
Chevron
-$4.0M
0
-100%
清仓
CAT
Caterpillar Inc
-$3.2M
0
-100%
减持
CVS
CVS Health Corp
-$2.4M
39,079
-37%
减持
DUK
Duke Energy Corp
-$2.1M
24,695
-47%
增持
VYM
Vanguard High Dividend ETF
+$1.8M
78,864
+26%
增持
HII
Huntington Ingalls
+$1.6M
24,993
+40%
建仓
CEG
Constellation Energy
+$1.4M
25,277
增持
LMT
Lockheed Martin
+$1.3M
14,545
+2%
减持
IWF
iShares Russell 1000 Growth
-$881.0K
28,025
-1%
增持
CSCO
Cisco
-$766.0K
113,111
+1%
增持
—
Accenture
-$681.0K
9,884
+2%
增持
EXC
Exelon
-$660.0K
75,988
+3%
增持
CCI
Crown Castle
-$646.0K
30,966
+2%
增持
JPM
JPMorgan Chase
-$589.0K
30,874
+2%
增持
PFE
Pfizer Inc.
-$579.0K
97,219
+2%
增持
HLI
Houlihan Lokey
-$559.0K
40,633
+2%
增持
MO
Altria Group
+$528.0K
83,391
+3%
清仓
TMUS
T-Mobile
-$451.0K
0
-100%
增持
MRK
Merck & Co
+$427.0K
58,329
+3%
减持
VOO
Vanguard S&P 500
-$419.0K
4,432
-14%
减持
IVV
iShares S&P 500
-$388.0K
3,022
-18%
减持
MSFT
Microsoft
-$372.0K
7,331
-6%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$346.0K
5,575
清仓
IOO
iShares S&P Global 100
-$345.0K
0
-100%
清仓
SPGP
Invesco S&P 500 GARP
-$343.0K
0
-100%
减持
AAPL
Apple
-$336.0K
45,434
-2%
减持
TSLA
Tesla
-$311.0K
295
-50%
清仓
SLYG
SPDR S&P 600 Small Cap Growth
-$288.0K
0
-100%
清仓
IGM
iShares Expanded Tech Sector ETF
-$274.0K
0
-100%
增持
—
Juniper Networks
+$270.0K
156,279
+1%
清仓
RSPT
Invesco S&P 500 Equal Weight Technology
-$245.0K
0
-100%
清仓
RSPH
Invesco S&P 500 Equal Weight Healthcare
-$225.0K
0
-100%
清仓
DNLI
DENALI THERAPEUTICS INC COM
-$224.0K
0
-100%
清仓
NFLX
Netflix
-$219.0K
0
-100%
清仓
NKE
NIKE INC CL B
-$218.0K
0
-100%
建仓
XRMMX
RIVERNORTH MANAGED DUR MUN INM COM
+$197.0K
11,443
减持
MOAT
VanEck Morningstar Wide Moat
-$169.0K
3,718
-37%
减持
IWP
iShares Russell Mid-Cap Growth
-$167.0K
2,306
-33%
减持
VO
Vanguard Mid Cap Index
-$160.0K
1,091
-34%
增持
—
Walgreens Boots Alliance
+$158.0K
117,906
+20%
减持
IWR
iShares Russell Mid-Cap
-$158.0K
3,327
-34%
增持
GILD
Gilead Sciences
-$156.0K
77,043
+18%
增持
DVY
iShares Select Dividend ETF
+$156.0K
18,767
+2%
增持
META
META PLATFORMS INC CL A
-$134.0K
2,051
+17%
增持
TJX
TJX COS INC NEW COM
-$133.0K
9,109
+1%
增持
GOOG
Alphabet C
-$131.0K
1,706
+1%
减持
IBM
International Business Machines
-$99.0K
3,576
-15%
增持
—
EXXON MOBIL CORP COM
+$98.0K
4,470
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$95.0K
914
+20%
增持
GOOGL
Alphabet A
-$89.0K
1,019
+1%
增持
PG
PROCTER AND GAMBLE CO COM
-$79.0K
8,229
+1%
增持
SBUX
STARBUCKS CORP COM
-$65.0K
2,535
+0%
增持
COST
COSTCO WHSL CORP NEW COM
+$56.0K
539
+20%
增持
VZ
Verizon
+$54.0K
82,851
+3%
增持
HPQ
HP Inc.
-$52.0K
38,535
+0%
增持
DLR
Digital Realty Trust
-$51.0K
1,569
+2%
增持
BCX
BLACKROCK RES & COMMODITIES ST SHS
+$50.0K
28,056
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$47.0K
3,573
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$46.0K
15,145
+0%
增持
KBA
KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF
-$43.0K
11,852
+8%
减持
QQQ
INVESCO QQQ TRUST
-$40.0K
626
-7%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
-$39.0K
4,068
-2%
增持
EHC
ENCOMPASS HEALTH CORP COM
+$39.0K
6,686
+0%
增持
V
VISA INC COM CL A
+$38.0K
5,389
+1%
增持
BAX
Baxter
-$38.0K
4,576
+0%
增持
IVW
iShares S&P 500 Growth - ETF
-$31.0K
4,277
+0%
增持
HPE
Hewlett Packard Enterprise
+$29.0K
30,233
+0%
增持
TGT
Target
-$22.0K
1,187
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$19.0K
14,051
+19%
增持
WFC
Wells Fargo
+$18.0K
13,907
+2%
增持
CME
CME
+$18.0K
1,442
+1%
增持
JNJ
JOHNSON & JOHNSON COM
+$17.0K
1,933
+1%
增持
EW
EDWARDS LIFESCIENCES CORP COM
-$16.0K
1,895
+3%
增持
HD
Home Depot
-$16.0K
667
+28%
增持
CM
CANADIAN IMP BK COMM COM
+$16.0K
2,438
+1%
增持
SPY
SPDR S&P 500 ETF
-$13.0K
600
+0%
增持
MA
MASTERCARD INCORPORATED CL A
-$13.0K
7,940
+0%
增持
WRAP
WRAP TECHNOLOGIES INC COM
-$12.0K
11,089
+4%
减持
XLP
Consumer Staples Select Sector SPDR
-$9.0K
7,193
-0%
增持
AMZN
Amazon
-$8.0K
510
+2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$7.0K
6,033
+0%
减持
IWD
iShares Russell 1000 Value - ETF
-$7.0K
3,128
-0%
增持
VOE
Vanguard Mid-Cap Value
-$2.0K
2,853
+0%
增持
MCD
MCDONALDS CORP COM
-$1.0K
1,450
+8%
