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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 101 项
建仓 17
增持 51
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
—
Genpact
+$3.6M
108,541
增持
FLO
Flowers Foods Inc.
+$2.6M
161,483
+189%
清仓
DVY
iShares Select Dividend ETF
-$2.4M
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。
增持
PFE
Pfizer Inc.
+$2.4M
124,967
+231%
增持
MO
Altria Group
+$2.0M
112,897
+58%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$2.0M
299,943
+18%
增持
USMV
iShares MSCI USA Min Vol Factor
+$1.5M
152,645
+6%
增持
EUSA
iShares MSCI USA Equal Weight
+$1.5M
121,718
+7%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$1.4M
851,103
+1%
减持
MRK
Merck & Co
+$1.3M
59,879
-1%
减持
—
Juniper Networks
+$1.2M
172,680
-1%
减持
IWF
iShares Russell 1000 Growth
+$844.2K
25,018
-0%
增持
AAPL
Apple
-$771.3K
50,915
+3%
减持
DG
Dollar General
+$733.0K
37,050
-0%
减持
HII
Huntington Ingalls
+$717.9K
26,374
-2%
增持
GILD
Gilead Sciences
-$662.9K
85,789
+0%
增持
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
+$647.2K
22,172
+105%
减持
SCHD
Schwab US Dividend Equity ETF
+$606.3K
138,707
-0%
增持
RSPT
Invesco S&P 500 Equal Weight Technology
+$560.9K
209,285
+0%
减持
GOOG
Alphabet C
-$543.7K
11,025
-30%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$484.6K
7,671
减持
VYM
Vanguard High Dividend ETF
+$443.8K
56,493
-1%
增持
IVV
iShares S&P 500
+$421.2K
4,688
+10%
增持
VOO
Vanguard S&P 500
+$419.8K
5,393
+8%
建仓
EXAS
EXACT SCIENCES CORP COM
+$410.9K
5,950
减持
AMZN
Amazon
+$364.3K
13,235
-1%
减持
HLI
Houlihan Lokey
+$328.0K
47,599
-1%
减持
ROST
Ross Stores Inc.
+$327.1K
50,469
-1%
增持
MA
MASTERCARD INCORPORATED CL A
+$324.8K
5,857
+0%
减持
NVS
Novartis
-$277.0K
52,786
-1%
建仓
AM
ANTERO MIDSTREAM CORP COM
+$235.9K
16,775
增持
IWY
iShares Russell Top 200 Growth
+$224.6K
10,701
+1%
建仓
TGT
Target
+$222.3K
1,255
建仓
AMLP
ALERIAN MLP ETF
+$220.7K
4,650
减持
MSFT
Microsoft
+$219.6K
5,396
-1%
增持
HYT
BLACKROCK CORPOR HI YLD FD INC COM
+$211.1K
32,320
+189%
建仓
DFP
FLAHERTY & CRUMRINE DYNAMIC PF SHS
+$209.9K
10,950
建仓
ALL
Allstate Corp
+$209.1K
1,208
建仓
GE
General Electric
+$204.7K
1,166
建仓
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$204.1K
7,570
建仓
CET
CENTRAL SECS CORP COM
+$203.6K
4,875
建仓
—
BK OF AMERICA CORP 7.25CNV PFD L
+$202.9K
170
建仓
HIO
WESTERN ASSET HIGH INCOME OPPO COM
+$198.8K
50,985
增持
OEF
iShares S&P 100
+$189.4K
7,055
+1%
增持
DLY
DOUBLELINE YIELD OPPORTUNITIES COM
+$181.6K
33,942
+40%
增持
IWD
iShares Russell 1000 Value - ETF
+$169.9K
10,007
+2%
增持
VO
Vanguard Mid Cap Index
+$159.8K
2,233
+31%
增持
MOAT
VanEck Morningstar Wide Moat
+$154.5K
7,147
+24%
建仓
PDT
HANCOCK JOHN PREM DIVID FD COM SH BEN INT
+$154.5K
13,261
增持
IGM
iShares Expanded Tech Sector ETF
+$134.1K
5,924
+605%
增持
SPGP
Invesco S&P 500 GARP
+$132.0K
5,012
+22%
增持
IOO
iShares S&P Global 100
+$127.1K
6,027
+18%
增持
IWP
iShares Russell Mid-Cap Growth
+$124.7K
4,657
+20%
增持
PDI
PIMCO DYNAMIC INCOME FD SHS
+$121.1K
19,239
+38%
增持
IWR
iShares Russell Mid-Cap
+$120.8K
6,252
+20%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$115.5K
2,609
+10%
建仓
XNROX
NEUBERGER BERMAN REAL ESTATE S COM
+$109.2K
32,700
增持
IBM
International Business Machines
+$106.1K
3,810
+0%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
+$104.7K
17,650
减持
—
FLEX LNG LTD SHS
-$101.3K
9,284
-20%
减持
GOOGL
Alphabet A
+$99.5K
23,184
-5%
减持
TSLA
Tesla
-$99.1K
1,193
-4%
减持
PG
PROCTER AND GAMBLE CO COM
+$90.7K
6,791
-2%
增持
V
VISA INC COM CL A
+$90.7K
4,768
+0%
增持
IJH
iShares S&P Mid-Cap - ETF
+$87.0K
12,215
+417%
减持
CSCO
Cisco
-$84.1K
125,267
-0%
清仓
—
BAKKT HOLDINGS INC COM CL A
-$83.6K
0
-100%
减持
META
Meta Platforms Inc.
+$82.8K
1,872
-20%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$76.2K
4,017
+23%
增持
AVGO
BROADCOM INC COM
+$73.7K
347
+0%
增持
ABBV
Abbvie
+$69.8K
2,565
+0%
减持
—
Accenture
-$68.4K
11,689
-0%
增持
JPC
NUVEEN PFD & INCOME OPPORTUNIT COM
+$68.0K
55,269
+13%
清仓
—
EXSCIENTIA PLC ADS
-$64.1K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$63.0K
1,525
-21%
增持
—
EXXON MOBIL CORP COM
+$61.5K
3,295
+2%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$50.2K
477
-25%
增持
COST
COSTCO WHSL CORP NEW COM
+$43.2K
520
+2%
减持
IVW
iShares S&P 500 Growth - ETF
+$42.9K
4,741
-0%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$42.7K
19,933
+2%
增持
TJX
TJX COS INC NEW COM
+$42.1K
5,385
+0%
增持
ORCL
ORACLE CORP COM
+$41.9K
2,055
+0%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$39.5K
3,696
-2%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$30.5K
7,741
+2%
增持
IWV
iShares Russell 3000
+$29.6K
1,023
+1%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$29.5K
7,211
+0%
增持
VOE
Vanguard Mid-Cap Value
+$29.4K
2,611
+0%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$27.8K
8,124
+1%
减持
HD
Home Depot
+$26.6K
1,142
-4%
减持
JPM
JPMorgan Chase
+$26.5K
4,182
-12%
增持
HPE
Hewlett Packard Enterprise
+$23.6K
30,459
+0%
增持
DLR
Digital Realty Trust
+$20.2K
1,708
+2%
建仓
BKKT
Bakkt Holdings Inc.
+$17.2K
37,485
增持
CTSH
Cognizant Technology Solutions Corp
-$12.7K
6,166
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$12.2K
17,082
+0%
减持
TTD
Trade Desk
+$11.1K
2,558
-13%
减持
LMT
Lockheed Martin
-$10.3K
16,237
-0%
增持
SBUX
STARBUCKS CORP COM
-$10.2K
2,226
+0%
清仓
—
MYMD PHARMACEUTICALS INC COM
-$7.2K
0
-100%
增持
TMUS
T-Mobile US Inc.
+$6.8K
1,826
+0%
减持
HPQ
HP Inc.
+$1.9K
48,992
-0%
