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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 98 项
建仓 10
增持 53
减持 28
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PFE
Pfizer Inc.
-$3.0M
37,785
-69%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$2.7M
845,782
+2%
减持
FLO
Flowers Foods Inc.
-$2.7M
55,854
-69%
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
MO
Altria Group
-$1.9M
71,288
-37%
增持
AAPL
Apple
+$1.5M
49,354
+6%
减持
HII
Huntington Ingalls
+$1.4M
26,842
-1%
增持
EUSA
iShares MSCI USA Equal Weight
+$1.4M
113,772
+5%
增持
USMV
iShares MSCI USA Min Vol Factor
+$1.2M
144,372
+4%
增持
DG
Dollar General
+$1.2M
37,138
+1%
减持
ROST
Ross Stores Inc.
+$1.1M
51,158
-4%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$1.1M
254,579
+7%
增持
RSPT
Invesco S&P 500 Equal Weight Technology
+$950.7K
208,452
+0%
减持
IWF
iShares Russell 1000 Growth
+$916.5K
25,029
-0%
增持
SCHD
Schwab US Dividend Equity ETF
+$787.6K
138,942
+0%
减持
LMT
Lockheed Martin
+$717.1K
16,318
-0%
减持
HLI
Houlihan Lokey
+$595.6K
48,150
-0%
建仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$562.5K
2,371
增持
VYM
Vanguard High Dividend ETF
+$528.2K
57,254
+1%
增持
GILD
Gilead Sciences
+$527.3K
85,755
+0%
增持
—
Accenture
+$524.1K
11,740
+0%
建仓
ABBV
Abbvie
+$397.2K
2,563
增持
CSCO
Cisco
-$364.6K
125,420
+1%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUNIT COM
+$329.3K
48,719
减持
MSFT
Microsoft
+$328.0K
5,453
-0%
减持
MRK
Merck & Co
+$323.2K
60,527
-1%
增持
GOOGL
Alphabet A
+$317.5K
24,337
+3%
减持
—
Juniper Networks
+$281.5K
175,274
-0%
建仓
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$260.9K
2,930
清仓
—
NUVEEN PFD & INCOME SECS FD COM
-$255.3K
0
-100%
增持
IVV
iShares S&P 500
+$245.4K
4,278
+2%
清仓
DFP
FLAHERTY & CRUMRINE DYNAMIC PF SHS
-$241.1K
0
-100%
增持
DVY
iShares Select Dividend ETF
+$235.1K
20,787
+2%
建仓
FSK
FS KKR CAP CORP COM
+$224.0K
11,219
建仓
—
STELLANTIS N.V SHS
+$220.4K
9,453
建仓
QLD
PROSHARES ULTRA QQQ
+$218.1K
2,870
减持
HPQ
HP Inc.
+$211.4K
49,141
-0%
减持
AMZN
Amazon
+$203.4K
13,315
-7%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM
-$202.9K
0
-100%
清仓
XLC
Communication Services SPDR
-$200.2K
0
-100%
清仓
BSTZ
BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT
-$194.7K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
+$178.9K
5,851
-0%
清仓
NPCT
NUVEEN CORE PLUS IMPACT FUND COM BEN INT
-$178.2K
0
-100%
减持
IWY
iShares Russell Top 200 Growth
+$172.1K
10,634
-3%
增持
OEF
iShares S&P 100
+$166.7K
6,965
+1%
减持
VOO
Vanguard S&P 500
+$161.8K
4,973
-3%
增持
IWD
iShares Russell 1000 Value - ETF
+$157.6K
9,819
+2%
增持
V
VISA INC COM CL A
+$145.9K
4,763
+0%
增持
META
Meta Platforms Inc.
+$135.7K
2,334
+1%
增持
IBM
International Business Machines
+$127.1K
3,800
+8%
增持
MCD
MCDONALDS CORP COM
+$116.2K
1,745
+15%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$116.2K
25,405
+53%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$112.3K
10,465
+37%
增持
DLY
DOUBLELINE YIELD OPPORTUNITIES COM
+$107.0K
24,172
+41%
减持
NVS
Novartis
-$91.8K
53,313
-1%
建仓
—
BAKKT HOLDINGS INC COM CL A
+$83.6K
37,485
增持
LLY
ELI LILLY & CO COM
+$76.7K
675
+14%
增持
IJH
iShares S&P Mid-Cap - ETF
+$70.3K
2,363
+1%
建仓
—
EXSCIENTIA PLC ADS
+$64.1K
10,000
增持
—
APOLLO TACTICAL INCOME FD INC COM
+$62.5K
23,590
+18%
减持
—
EXXON MOBIL CORP COM
-$61.5K
3,216
-1%
减持
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
-$61.2K
10,794
-13%
增持
ABR
ARBOR REALTY TRUST INC COM
+$55.3K
16,740
+28%
增持
IWP
iShares Russell Mid-Cap Growth
+$55.1K
3,895
+1%
增持
MOAT
VanEck Morningstar Wide Moat
+$53.6K
5,750
+0%
减持
IGM
iShares Expanded Tech Sector ETF
+$52.9K
840
-1%
增持
IWR
iShares Russell Mid-Cap
+$49.8K
5,209
+2%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$49.0K
6,150
+0%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$46.7K
19,626
+23%
增持
VO
Vanguard Mid Cap Index
+$45.8K
1,711
+1%
增持
TMUS
T-Mobile US Inc.
+$44.8K
1,817
+3%
减持
COST
COSTCO WHSL CORP NEW COM
+$44.5K
512
-1%
增持
—
FLEX LNG LTD SHS
+$43.4K
11,609
+19%
减持
JNJ
JOHNSON & JOHNSON COM
-$42.4K
1,941
-13%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$40.0K
11,521
+20%
减持
HD
Home Depot
+$39.5K
1,187
-4%
增持
VOE
Vanguard Mid-Cap Value
+$37.1K
2,605
+0%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$36.8K
3,279
+1%
减持
IOO
iShares S&P Global 100
+$36.8K
5,114
-0%
增持
IWV
iShares Russell 3000
+$35.9K
1,014
+3%
增持
IVW
iShares S&P 500 Growth - ETF
+$33.7K
4,760
+1%
清仓
—
CYBIN INC COM
-$30.7K
0
-100%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$30.1K
7,191
+0%
增持
SPGP
Invesco S&P 500 GARP
+$29.6K
4,098
+0%
增持
TJX
TJX COS INC NEW COM
+$27.6K
5,374
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$22.5K
7,585
+2%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$21.5K
3,759
-2%
增持
KMI
KINDER MORGAN INC DEL COM
+$18.3K
17,068
+0%
增持
TSLA
Tesla
+$16.1K
1,243
+6%
减持
JPM
JPMorgan Chase
-$15.5K
4,769
-16%
增持
PDI
PIMCO DYNAMIC INCOME FD SHS
+$11.3K
13,927
+1%
增持
HPE
Hewlett Packard Enterprise
-$11.2K
30,413
+0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$10.3K
640
-16%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$6.9K
8,044
-1%
增持
PG
PROCTER AND GAMBLE CO COM
+$5.3K
6,900
+0%
增持
EHC
ENCOMPASS HEALTH CORP COM
-$1.8K
4,191
+0%
增持
—
MYMD PHARMACEUTICALS INC COM
-$1.0K
28,000
+100%
建仓
DAVEW
DAVE INC WT EXP 010527
+$1.0K
65,598
增持
ORCL
ORACLE CORP COM
-$561
2,051
+0%
