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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 82 项
建仓 3
增持 45
减持 17
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
VYM
Vanguard High Dividend ETF
-$4.5M
42,415
-46%
建仓
ROST
ROSS STORES INC COM
+$3.5M
50,011
清仓
DUK
Duke Energy Corp
-$2.8M
0
-100%
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。
减持
IWF
iShares Russell 1000 Growth
-$1.7M
27,830
-1%
减持
CSCO
Cisco
-$1.6M
109,284
-3%
增持
AAPL
Apple
-$1.6M
46,026
+1%
增持
—
Juniper Networks
-$1.3M
157,841
+1%
增持
INTC
Intel
-$1.2M
122,851
+4%
增持
SCHD
Schwab US Dividend Equity ETF
-$865.0K
137,539
+1%
增持
—
Walgreens Boots Alliance
-$623.0K
122,852
+4%
增持
JPM
JPMorgan Chase
-$560.0K
32,408
+5%
增持
MRK
Merck & Co
+$547.0K
58,493
+0%
清仓
XLP
Consumer Staples Select Sector SPDR
-$546.0K
0
-100%
增持
HII
Huntington Ingalls
+$542.0K
25,374
+2%
减持
CCI
Crown Castle
-$518.0K
30,872
-0%
增持
—
Accenture
-$481.0K
10,273
+4%
增持
GOOGL
Alphabet A
-$443.0K
1,097
+8%
建仓
—
SVB FINANCIAL GROUP COM
+$439.0K
1,112
清仓
ABBV
Abbvie
-$422.0K
0
-100%
增持
MO
Altria Group
-$396.0K
94,823
+14%
增持
GILD
Gilead Sciences
+$396.0K
80,502
+4%
减持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
-$368.0K
7,375
-48%
增持
MSFT
Microsoft
-$367.0K
7,369
+1%
减持
MA
MASTERCARD INCORPORATED CL A
-$362.0K
7,847
-1%
清仓
LHX
L3HARRIS TECHNOLOGIES INC COM
-$356.0K
0
-100%
清仓
CM
CANADIAN IMP BK COMM COM
-$297.0K
0
-100%
增持
AMZN
Amazon
-$275.0K
13,068
+2462%
增持
CVS
CVS Health Corp
-$262.0K
39,851
+2%
清仓
TGT
Target
-$252.0K
0
-100%
增持
PFE
Pfizer Inc.
+$250.0K
100,764
+4%
清仓
TTD
Trade Desk
-$242.0K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP COM
-$239.0K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$231.0K
0
-100%
清仓
QLD
PROSHARES ULTRA QQQ
-$230.0K
0
-100%
增持
VOO
Vanguard S&P 500
-$229.0K
4,645
+5%
清仓
QQQ
INVESCO QQQ TRUST
-$227.0K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP COM
-$223.0K
0
-100%
清仓
ACV
VIRTUS ALLIANZGI DIVERSIFIED COM
-$211.0K
0
-100%
建仓
TMUS
T-Mobile
+$201.0K
1,493
清仓
HD
Home Depot
-$200.0K
0
-100%
增持
VZ
Verizon
+$199.0K
87,069
+5%
清仓
XRMMX
RIVERNORTH MANAGED DUR MUN INM COM
-$197.0K
0
-100%
增持
DVY
iShares Select Dividend ETF
-$185.0K
18,864
+1%
增持
HLI
Houlihan Lokey
-$184.0K
42,869
+6%
清仓
PGX
INVESCO PREFERRED ETF
-$137.0K
0
-100%
减持
V
VISA INC COM CL A
-$135.0K
5,384
-0%
增持
HPQ
HP Inc.
-$135.0K
38,551
+0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$133.0K
6,048
+0%
减持
META
META PLATFORMS INC CL A
-$130.0K
2,019
-2%
增持
TSLA
Tesla
-$113.0K
305
+3%
增持
IVV
iShares S&P 500
-$107.0K
3,333
+10%
增持
HPE
Hewlett Packard Enterprise
-$104.0K
30,274
+0%
减持
—
NUVEEN PFD & INCOME SECS FD COM
-$102.0K
11,500
-48%
增持
EHC
ENCOMPASS HEALTH CORP COM
-$100.0K
6,687
+0%
减持
IWD
iShares Russell 1000 Value - ETF
-$79.0K
3,037
-3%
增持
PG
PROCTER AND GAMBLE CO COM
-$73.0K
8,233
+0%
减持
VOE
Vanguard Mid-Cap Value
-$64.0K
2,799
-2%
增持
BAX
Baxter
-$61.0K
4,580
+0%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
-$56.0K
4,044
-1%
增持
BCX
BLACKROCK RES & COMMODITIES ST SHS
-$56.0K
28,285
+1%
减持
—
EXXON MOBIL CORP COM
-$55.0K
3,662
-18%
增持
EXC
Exelon
-$53.0K
78,675
+4%
增持
COST
COSTCO WHSL CORP NEW COM
-$52.0K
540
+0%
减持
KBA
KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF
-$52.0K
9,852
-17%
减持
CME
CME
-$52.0K
1,421
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$51.0K
4,037
+13%
增持
LMT
Lockheed Martin
-$50.0K
14,816
+2%
增持
IVW
iShares S&P 500 Growth - ETF
-$50.0K
4,589
+7%
增持
SPY
SPDR S&P 500 ETF
-$44.0K
602
+0%
增持
TJX
TJX COS INC NEW COM
-$42.0K
9,135
+0%
清仓
—
ABERDEEN ASIA-PACIFIC INCOME F COM
-$41.0K
0
-100%
增持
KMI
KINDER MORGAN INC DEL COM
-$32.0K
15,173
+0%
增持
NVS
Novartis
-$29.0K
48,424
+3%
减持
IBM
International Business Machines
+$28.0K
3,489
-2%
增持
DLR
Digital Realty Trust
-$16.0K
1,583
+1%
增持
IWP
iShares Russell Mid-Cap Growth
-$14.0K
2,751
+19%
增持
JNJ
JOHNSON & JOHNSON COM
+$11.0K
1,992
+3%
增持
VO
Vanguard Mid Cap Index
-$9.0K
1,268
+16%
增持
IWR
iShares Russell Mid-Cap
-$9.0K
3,875
+16%
减持
CEG
Constellation Energy
-$8.0K
24,703
-2%
增持
MOAT
VanEck Morningstar Wide Moat
-$5.0K
4,289
+15%
增持
MCD
MCDONALDS CORP COM
-$1.0K
1,452
+0%