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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 87 项
建仓 10
增持 12
减持 31
清仓 34
方向
标的
Δ市值
现股数(环比)
建仓
IWL
ISHARES RUSSELL TOP 200 ETF
+$8.7M
96,207
减持
AAPL
Apple
-$5.8M
2,170
-95%
建仓
RSPT
Invesco S&P 500 Equal Weight Technology
+$5.2M
21,583
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。
增持
USMV
iShares MSCI USA Min Vol Factor
+$4.9M
127,243
+96%
建仓
EUSA
iShares MSCI USA Equal Weight
+$4.9M
66,597
清仓
—
Walgreens Boots Alliance
-$4.0M
0
-100%
清仓
CVS
CVS Health Corp
-$3.9M
0
-100%
清仓
JPM
JPMorgan Chase
-$3.5M
0
-100%
清仓
GOOG
Alphabet C
-$3.3M
0
-100%
建仓
IYZ
iShares US Telecom ETF
+$2.6M
114,050
减持
VZ
Verizon
-$2.5M
24,649
-73%
减持
INTC
Intel
-$2.4M
33,993
-73%
减持
GILD
Gilead Sciences
+$1.9M
81,680
-1%
减持
GOOGL
Alphabet A
-$1.8M
3,385
-85%
清仓
MA
MASTERCARD INCORPORATED CL A
-$1.7M
0
-100%
减持
ROST
Ross Stores Inc.
+$1.6M
50,824
-1%
减持
LMT
Lockheed Martin
+$1.5M
15,238
-1%
清仓
AMZN
Amazon
-$1.4M
0
-100%
建仓
IWY
iShares Russell Top 200 Growth
+$1.4M
11,433
减持
MRK
Merck & Co
+$1.4M
59,089
-2%
减持
SCHD
Schwab US Dividend Equity ETF
+$1.3M
140,862
-0%
减持
XLC
Communication Services SPDR
-$1.2M
43,972
-37%
建仓
OEF
iShares S&P 100
+$1.2M
6,979
增持
IWD
iShares Russell 1000 Value - ETF
+$1.1M
10,102
+236%
清仓
HPQ
HP Inc.
-$961.0K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO COM
-$952.0K
0
-100%
减持
—
Juniper Networks
+$927.8K
161,383
-0%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$869.8K
17,794
+5%
减持
CSCO
Cisco
+$812.7K
112,148
-1%
减持
MSFT
Microsoft
-$724.7K
2,199
-59%
减持
NVS
Novartis
+$707.7K
49,236
-0%
减持
PFE
Pfizer Inc.
+$705.0K
103,123
-1%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$655.0K
0
-100%
建仓
IJH
iShares S&P Mid-Cap - ETF
+$629.4K
2,602
清仓
WFC
Wells Fargo
-$559.0K
0
-100%
增持
HLI
Houlihan Lokey
+$529.9K
44,950
+0%
减持
VYM
Vanguard High Dividend ETF
+$486.5K
42,118
-2%
清仓
SGRY
SURGERY PARTNERS INC COM
-$483.0K
0
-100%
减持
EXC
Exelon
+$430.7K
79,867
-1%
清仓
IBM
International Business Machines
-$418.0K
0
-100%
减持
MO
Altria Group
+$417.9K
96,367
-2%
清仓
—
SVB FINANCIAL GROUP COM
-$373.0K
0
-100%
清仓
HPE
Hewlett Packard Enterprise
-$363.0K
0
-100%
清仓
CME
CME
-$343.0K
0
-100%
清仓
MCD
MCDONALDS CORP COM
-$335.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON COM
-$318.0K
0
-100%
清仓
RLI
RLI CORP COM
-$307.0K
0
-100%
清仓
EHC
ENCOMPASS HEALTH CORP COM
-$303.0K
0
-100%
清仓
KBA
KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF
-$299.0K
0
-100%
建仓
SPGP
Invesco S&P 500 GARP
+$282.7K
3,422
清仓
META
Meta Platforms Inc.
-$280.0K
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC COM
-$259.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW COM
-$255.0K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL COM
-$253.0K
0
-100%
建仓
IOO
iShares S&P Global 100
+$250.8K
3,916
清仓
BAX
Baxter
-$247.0K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$244.0K
0
-100%
清仓
TSLA
Tesla
-$235.0K
0
-100%
清仓
MPLX
MPLX LP COM UNIT REP LTD
-$229.0K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$214.0K
0
-100%
建仓
IWV
iShares Russell 3000
+$213.4K
967
减持
DVY
iShares Select Dividend ETF
+$212.4K
18,834
-2%
清仓
TTD
Trade Desk
-$209.0K
0
-100%
减持
HII
Huntington Ingalls
+$192.7K
25,501
-1%
清仓
—
BARRICK GOLD CORP COM
-$174.0K
0
-100%
增持
—
Accenture
+$129.5K
10,709
+1%
增持
IVV
iShares S&P 500
+$109.8K
3,498
+2%
减持
BCX
BLACKROCK RES & COMMODITIES ST SHS
-$82.3K
16,616
-42%
减持
VOO
Vanguard S&P 500
+$80.4K
4,652
-2%
清仓
—
NUVEEN PFD & INCOME SECS FD COM
-$76.0K
0
-100%
减持
—
EXXON MOBIL CORP COM
-$69.2K
2,301
-38%
减持
CEG
Constellation Energy
-$59.7K
23,214
-6%
增持
MOAT
VanEck Morningstar Wide Moat
+$50.0K
5,191
+8%
减持
V
VISA INC COM CL A
-$41.4K
4,388
-18%
减持
VOE
Vanguard Mid-Cap Value
+$33.7K
2,756
-1%
清仓
—
CYBIN INC COM
-$28.0K
0
-100%
减持
TJX
TJX COS INC NEW COM
-$24.7K
6,838
-25%
增持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$21.2K
4,045
+0%
增持
IWP
iShares Russell Mid-Cap Growth
+$20.4K
2,959
+2%
清仓
WRAP
WRAP TECHNOLOGIES INC COM
-$19.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TRUST
-$14.5K
527
-13%
减持
IWR
iShares Russell Mid-Cap
+$14.5K
3,936
-3%
减持
VO
Vanguard Mid Cap Index
+$13.8K
1,289
-3%
减持
IWF
iShares Russell 1000 Growth
-$4.7K
27,135
-2%
增持
IVW
iShares S&P 500 Growth - ETF
+$3.5K
4,590
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
-$2.7K
7,694
+2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
-$224
6,081
+0%
