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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 94 项
建仓 18
增持 52
减持 19
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
FLO
Flowers Foods Inc.
+$4.3M
174,647
增持
EUSA
iShares MSCI USA Equal Weight
+$3.4M
105,832
+61%
清仓
IYZ
iShares US Telecom ETF
-$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
XLC
Communication Services SPDR
-$2.7M
3,049
-94%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$1.5M
827,175
+0%
增持
AAPL
Apple
+$1.4M
43,709
+2%
清仓
VZ
Verizon
-$1.2M
0
-100%
减持
IWF
iShares Russell 1000 Growth
+$759.0K
25,390
-0%
增持
HLI
Houlihan Lokey
+$532.0K
47,748
+0%
减持
HII
Huntington Ingalls
+$525.5K
26,616
-0%
减持
GOOG
Alphabet C
-$514.4K
15,842
-32%
增持
NVS
Novartis
+$495.0K
53,299
+0%
增持
GILD
Gilead Sciences
-$487.4K
84,709
+0%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$482.7K
22,337
+6%
增持
—
Juniper Networks
-$469.1K
172,081
+1%
减持
MRK
Merck & Co
+$458.5K
60,059
-1%
增持
USMV
iShares MSCI USA Min Vol Factor
+$412.6K
136,565
+2%
增持
ROST
Ross Stores Inc.
+$405.5K
52,830
+2%
增持
RSPT
Invesco S&P 500 Equal Weight Technology
+$395.7K
20,649
+0%
增持
GOOGL
Alphabet A
+$391.0K
23,016
+1%
建仓
HD
Home Depot
+$381.6K
1,228
增持
PFE
Pfizer Inc.
-$352.3K
117,503
+3%
增持
—
Accenture
+$307.0K
11,653
+1%
建仓
AVGO
BROADCOM INC COM
+$299.9K
346
增持
IVV
iShares S&P 500
+$281.1K
4,062
+9%
增持
HPQ
HP Inc.
+$272.9K
49,286
+17%
减持
MSFT
Microsoft
+$268.2K
5,347
-1%
增持
VOO
Vanguard S&P 500
+$260.0K
5,053
+6%
建仓
PDI
PIMCO DYNAMIC INCOME FD SHS
+$257.6K
13,741
建仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$253.8K
9,631
建仓
DFP
FLAHERTY & CRUMRINE DYNAMIC PF SHS
+$250.4K
14,375
建仓
ORCL
ORACLE CORP COM
+$243.4K
2,044
建仓
SLYG
SPDR S&P 600 Small Cap Growth
+$240.2K
3,121
建仓
LLY
ELI LILLY & CO COM
+$233.9K
499
建仓
TTD
Trade Desk
+$230.9K
2,990
清仓
—
OAK STR HEALTH INC COM
-$222.4K
0
-100%
增持
IWY
iShares Russell Top 200 Growth
+$217.6K
10,958
+0%
建仓
BGB
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
+$208.5K
19,075
建仓
QLD
PROSHARES ULTRA QQQ
+$206.0K
3,200
建仓
—
APOLLO TACTICAL INCOME FD INC COM
+$204.7K
16,130
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$202.9K
15,976
清仓
TGT
Target
-$201.6K
0
-100%
建仓
—
NEW AMER HIGH INCOME FD INC COM NEW
+$200.7K
30,175
增持
MO
Altria Group
+$194.6K
110,179
+2%
建仓
ABR
ARBOR REALTY TRUST INC COM
+$194.1K
13,100
建仓
NPCT
NUVEEN CORE PLUS IMPACT FUND COM BEN INT
+$193.9K
19,450
减持
META
Meta Platforms Inc.
+$180.3K
2,414
-0%
增持
VYM
Vanguard High Dividend ETF
+$169.0K
54,808
+2%
减持
MA
MASTERCARD INCORPORATED CL A
+$167.7K
5,846
-0%
增持
OEF
iShares S&P 100
+$144.5K
6,938
+0%
增持
LMT
Lockheed Martin
-$134.9K
16,016
+1%
减持
WFC
Wells Fargo
-$132.0K
8,874
-35%
增持
SCHD
Schwab US Dividend Equity ETF
+$124.3K
204,107
+2%
增持
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
+$123.9K
15,286
+24%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$100.8K
27,600
+101%
增持
IGM
iShares Expanded Tech Sector ETF
+$83.9K
829
+16%
增持
IWD
iShares Russell 1000 Value - ETF
+$83.5K
9,463
+2%
增持
IOO
iShares S&P Global 100
+$80.5K
4,957
+17%
减持
JPM
JPMorgan Chase
+$77.5K
5,324
-0%
增持
IWP
iShares Russell Mid-Cap Growth
+$70.7K
3,735
+17%
增持
IWR
iShares Russell Mid-Cap
+$70.0K
5,015
+18%
增持
SPGP
Invesco S&P 500 GARP
+$67.9K
3,950
+16%
增持
VO
Vanguard Mid Cap Index
+$67.7K
1,638
+18%
减持
PG
PROCTER AND GAMBLE CO COM
-$67.6K
6,892
-8%
增持
V
VISA INC COM CL A
+$62.0K
5,025
+0%
增持
EHC
ENCOMPASS HEALTH CORP COM
+$57.1K
4,190
+0%
增持
IVW
iShares S&P 500 Growth - ETF
+$52.4K
4,793
+7%
增持
KMI
KINDER MORGAN INC DEL COM
+$47.9K
18,300
+20%
增持
DVY
iShares Select Dividend ETF
-$47.3K
20,187
+1%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM
+$46.5K
21,859
+28%
减持
—
EXXON MOBIL CORP COM
-$40.1K
3,175
-9%
增持
TJX
TJX COS INC NEW COM
+$38.5K
5,767
+0%
增持
IJH
iShares S&P Mid-Cap - ETF
+$28.7K
2,358
+0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$27.7K
6,118
+0%
增持
—
FLEX LNG LTD SHS
+$26.3K
9,718
+21%
减持
HPE
Hewlett Packard Enterprise
+$25.1K
30,334
-0%
增持
CSCO
Cisco
+$24.7K
122,930
+1%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$24.4K
7,056
+2%
增持
IBM
International Business Machines
+$22.8K
3,500
+3%
增持
JNJ
JOHNSON & JOHNSON COM
+$22.6K
2,050
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$22.2K
8,022
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$21.9K
518
+0%
减持
MOAT
VanEck Morningstar Wide Moat
+$21.6K
5,637
-3%
建仓
—
MYMD PHARMACEUTICALS INC COM
+$21.0K
14,000
减持
MCD
MCDONALDS CORP COM
+$20.8K
1,521
-2%
增持
IWV
iShares Russell 3000
+$20.7K
982
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$19.2K
884
-3%
清仓
WRAP
WRAP TECHNOLOGIES INC COM
-$19.1K
0
-100%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$12.8K
759
-17%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$11.3K
8,148
+1%
减持
VOE
Vanguard Mid-Cap Value
+$10.4K
2,594
-0%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$8.7K
3,885
-2%
增持
TMUS
T-Mobile US Inc.
-$7.3K
1,671
+1%
增持
BSTZ
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT
-$4.0K
11,801
+1%
