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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 93 项
建仓 40
增持 35
减持 12
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
CAPE
Doubleline Shiller CAPE US Equity
+$18.7M
826,747
清仓
IWL
ISHARES RUSSELL TOP 200 ETF
-$8.7M
0
-100%
增持
AAPL
Apple
+$6.8M
42,744
+1870%
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
SCHD
Schwab US Dividend Equity ETF
+$4.1M
200,902
+43%
清仓
EXC
Exelon
-$3.5M
0
-100%
建仓
GOOG
Alphabet C
+$2.4M
23,373
建仓
MA
MASTERCARD INCORPORATED CL A
+$2.1M
5,865
增持
GOOGL
Alphabet A
+$2.1M
22,790
+573%
清仓
CEG
Constellation Energy
-$2.0M
0
-100%
建仓
AMZN
Amazon
+$1.5M
14,315
建仓
HPQ
HP Inc.
+$1.2M
42,271
建仓
PG
PROCTER AND GAMBLE CO COM
+$1.1M
7,488
增持
VYM
Vanguard High Dividend ETF
+$1.1M
53,503
+27%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$1.0M
21,168
+19%
增持
MSFT
Microsoft
+$1.0M
5,386
+145%
增持
CSCO
Cisco
+$992.9K
121,199
+8%
清仓
INTC
Intel
-$898.4K
0
-100%
建仓
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
+$862.7K
12,300
增持
XLC
Communication Services SPDR
+$835.0K
50,806
+16%
增持
—
Juniper Networks
+$702.6K
170,260
+6%
建仓
JPM
JPMorgan Chase
+$696.7K
5,347
增持
PFE
Pfizer Inc.
-$621.7K
114,273
+11%
增持
USMV
iShares MSCI USA Min Vol Factor
+$564.1K
133,879
+5%
建仓
SGRY
SURGERY PARTNERS INC COM
+$538.8K
15,632
建仓
META
Meta Platforms Inc.
+$512.6K
2,418
建仓
WFC
Wells Fargo
+$510.8K
13,664
建仓
HPE
Hewlett Packard Enterprise
+$484.5K
30,417
建仓
IBM
International Business Machines
+$445.5K
3,399
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$439.5K
8,049
建仓
MCD
MCDONALDS CORP COM
+$433.0K
1,548
减持
RSPT
Invesco S&P 500 Equal Weight Technology
+$432.7K
20,570
-5%
增持
—
Accenture
+$431.6K
11,508
+7%
增持
NVS
Novartis
+$416.8K
53,081
+8%
减持
IWF
iShares Russell 1000 Growth
+$414.5K
25,489
-6%
建仓
RLI
RLI CORP COM
+$398.8K
3,001
增持
MO
Altria Group
+$391.6K
107,497
+12%
增持
ROST
Ross Stores Inc.
-$380.9K
51,996
+2%
建仓
CME
CME
+$371.2K
1,938
增持
HII
Huntington Ingalls
-$350.3K
26,724
+5%
建仓
JNJ
JOHNSON & JOHNSON COM
+$316.7K
2,043
建仓
QQQ
INVESCO QQQ TRUST
+$293.2K
914
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$282.2K
914
建仓
—
FLEX LNG LTD SHS
+$270.4K
8,053
建仓
—
NUVEEN PFD & INCOME SECS FD COM
+$267.3K
41,380
建仓
KMI
KINDER MORGAN INC DEL COM
+$267.2K
15,261
建仓
MPLX
MPLX LP COM UNIT REP LTD
+$263.4K
7,645
建仓
COST
COSTCO WHSL CORP NEW COM
+$257.1K
517
增持
HLI
Houlihan Lokey
+$244.2K
47,572
+6%
建仓
TSLA
Tesla
+$242.7K
1,170
建仓
IGM
iShares Expanded Tech Sector ETF
+$241.6K
712
建仓
TMUS
T-Mobile US Inc.
+$239.4K
1,653
增持
VZ
Verizon
+$231.9K
30,936
+26%
建仓
SBUX
STARBUCKS CORP COM
+$231.5K
2,224
建仓
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$230.8K
6,944
建仓
EHC
ENCOMPASS HEALTH CORP COM
+$226.6K
4,189
建仓
—
OAK STR HEALTH INC COM
+$222.4K
5,750
增持
V
VISA INC COM CL A
+$219.8K
5,018
+14%
建仓
BSTZ
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT
+$217.7K
11,650
增持
IYZ
iShares US Telecom ETF
+$213.4K
119,668
+5%
建仓
TGT
Target
+$201.6K
1,217
清仓
SPY
SPDR S&P 500 ETF TRUST
-$201.5K
0
-100%
建仓
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$189.0K
16,620
建仓
NPFD
NUVEEN VRIABL RAT PFD & INM FD COM
+$186.4K
11,767
增持
IVV
iShares S&P 500
+$185.4K
3,720
+6%
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM
+$184.5K
17,084
清仓
BCX
BLACKROCK RES & COMMODITIES ST SHS
-$165.7K
0
-100%
增持
VOO
Vanguard S&P 500
+$163.6K
4,781
+3%
减持
IWY
iShares Russell Top 200 Growth
+$141.9K
10,940
-4%
增持
—
EXXON MOBIL CORP COM
+$126.8K
3,471
+51%
减持
IWD
iShares Russell 1000 Value - ETF
-$121.9K
9,261
-8%
减持
EUSA
iShares MSCI USA Equal Weight
+$114.8K
65,816
-1%
减持
OEF
iShares S&P 100
+$101.6K
6,907
-1%
建仓
PFN
PIMCO INCOME STRATEGY FD II COM
+$98.2K
13,700
增持
LMT
Lockheed Martin
+$95.2K
15,883
+4%
减持
TJX
TJX COS INC NEW COM
-$93.8K
5,749
-16%
增持
MOAT
VanEck Morningstar Wide Moat
+$91.2K
5,799
+12%
增持
MRK
Merck & Co
-$84.2K
60,830
+3%
增持
DVY
iShares Select Dividend ETF
+$63.1K
19,923
+6%
增持
IOO
iShares S&P Global 100
+$45.7K
4,233
+8%
增持
IWP
iShares Russell Mid-Cap Growth
+$42.8K
3,187
+8%
减持
IJH
iShares S&P Mid-Cap - ETF
-$41.6K
2,350
-10%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$35.8K
7,858
+2%
增持
IWR
iShares Russell Mid-Cap
+$30.8K
4,237
+8%
增持
VO
Vanguard Mid Cap Index
+$30.1K
1,389
+8%
减持
VOE
Vanguard Mid-Cap Value
-$24.2K
2,600
-6%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$23.8K
6,099
+0%
建仓
—
CYBIN INC COM
+$22.7K
58,000
建仓
WRAP
WRAP TECHNOLOGIES INC COM
+$19.1K
11,089
减持
IVW
iShares S&P 500 Growth - ETF
+$16.9K
4,467
-3%
增持
IWV
iShares Russell 3000
+$15.8K
973
+1%
减持
SPGP
Invesco S&P 500 GARP
+$8.0K
3,408
-0%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$6.4K
3,952
-2%
增持
GILD
Gilead Sciences
+$3.8K
84,560
+4%
