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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 103 项
建仓 12
增持 50
减持 34
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
EUSA
iShares MSCI USA Equal Weight
-$9.6M
16,224
-87%
建仓
OMFL
Invesco Russell 1000 Dynamic Multifactor
+$9.4M
179,518
减持
ROST
Ross Stores Inc.
-$3.8M
24,497
-51%
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
CTSH
Cognizant Technology Solutions Corp
+$3.4M
56,850
+822%
减持
MRK
Merck & Co
-$2.1M
47,144
-21%
减持
AAPL
Apple
+$1.7M
49,719
-2%
减持
HII
Huntington Ingalls
-$1.5M
25,235
-4%
减持
DG
Dollar General
-$982.4K
36,297
-2%
增持
MSFT
Microsoft
+$845.3K
6,970
+29%
减持
SCHD
Schwab US Dividend Equity ETF
-$742.3K
134,281
-3%
减持
IWF
iShares Russell 1000 Growth
+$621.5K
24,838
-1%
减持
GOOGL
Alphabet A
+$607.8K
22,547
-3%
增持
USMV
iShares MSCI USA Min Vol Factor
+$568.2K
158,722
+4%
减持
—
Accenture
-$563.8K
11,495
-2%
减持
GILD
Gilead Sciences
-$541.3K
83,702
-2%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$460.7K
332,863
+11%
减持
CSCO
Cisco
-$456.2K
121,993
-3%
建仓
EFA
ISHARES MSCI EAFE ETF
+$437.5K
5,586
建仓
SPY
SPDR S&P 500 ETF TRUST
+$432.8K
795
减持
NVS
Novartis
+$418.3K
51,890
-2%
增持
RSPT
Invesco S&P 500 Equal Weight Technology
+$380.0K
211,258
+1%
建仓
PEP
PepsiCo
+$379.8K
2,303
减持
—
Juniper Networks
-$361.4K
165,609
-4%
减持
FLO
Flowers Foods Inc.
-$358.7K
156,600
-3%
建仓
NVDA
NVIDIA CORPORATION COM
+$348.6K
2,822
减持
VYM
Vanguard High Dividend ETF
-$343.1K
54,739
-3%
增持
VOO
Vanguard S&P 500
+$286.8K
5,757
+7%
增持
IVV
iShares S&P 500
+$286.5K
5,027
+7%
清仓
—
STELLANTIS N.V SHS
-$267.5K
0
-100%
建仓
OKE
ONEOK INC NEW COM
+$263.5K
3,231
增持
IWY
iShares Russell Top 200 Growth
+$262.9K
10,958
+2%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN
+$254.8K
9,219
清仓
—
FLEX LNG LTD SHS
-$236.1K
0
-100%
减持
HPQ
HP Inc.
+$232.7K
48,921
-0%
清仓
TGT
Target
-$222.3K
0
-100%
建仓
WMT
WALMART INC COM
+$215.4K
3,181
增持
AMZN
Amazon
+$212.1K
13,451
+2%
清仓
ALL
Allstate Corp
-$209.1K
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$209.0K
1,770
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$208.5K
1,145
清仓
GE
General Electric
-$204.7K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
-$203.8K
5,931
+1%
清仓
SBUX
STARBUCKS CORP COM
-$203.4K
0
-100%
建仓
—
PIONEER HIGH INCOME FUND INC COM
+$202.3K
26,900
增持
CAPE
Doubleline Shiller CAPE US Equity
-$176.0K
853,331
+0%
增持
PG
PROCTER AND GAMBLE CO COM
+$167.1K
7,695
+13%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$166.3K
39,054
+54%
减持
GOOG
Alphabet C
-$162.8K
8,264
-25%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$161.4K
779
+63%
减持
—
Genpact
-$156.0K
106,259
-2%
增持
JNJ
JOHNSON & JOHNSON COM
+$150.5K
2,680
+76%
增持
JPM
JPMorgan Chase
+$150.3K
4,885
+17%
减持
V
VISA INC COM CL A
-$147.9K
4,506
-5%
减持
MO
Altria Group
+$143.7K
111,267
-1%
减持
CME
CME
-$137.9K
1,421
-27%
增持
OEF
iShares S&P 100
+$135.0K
7,115
+1%
增持
IOO
iShares S&P Global 100
+$133.7K
6,963
+16%
增持
—
EXXON MOBIL CORP COM
+$124.5K
4,408
+34%
增持
PFE
Pfizer Inc.
+$112.9K
127,975
+2%
减持
MCD
MCDONALDS CORP COM
-$111.4K
1,494
-14%
增持
HPE
Hewlett Packard Enterprise
+$105.7K
30,501
+0%
增持
LLY
ELI LILLY & CO COM
+$104.3K
695
+3%
增持
IGM
iShares Expanded Tech Sector ETF
+$102.0K
6,494
+10%
建仓
—
VIRTUS CONVERTIBLE & INC FD II COM
+$101.6K
34,800
减持
LMT
Lockheed Martin
-$99.0K
15,600
-4%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$86.2K
9,813
+21%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$81.9K
24,381
+22%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$81.5K
5,030
+25%
增持
VO
Vanguard Mid Cap Index
+$80.5K
2,637
+18%
增持
SPGP
Invesco S&P 500 GARP
+$79.2K
5,963
+19%
增持
IWR
iShares Russell Mid-Cap
+$78.2K
7,449
+19%
增持
MOAT
VanEck Morningstar Wide Moat
+$72.7K
8,258
+16%
增持
IWP
iShares Russell Mid-Cap Growth
+$71.0K
5,460
+17%
增持
IBM
International Business Machines
-$64.5K
3,834
+1%
减持
TJX
TJX COS INC NEW COM
-$57.8K
4,436
-18%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$53.4K
11,465
+10%
减持
COST
COSTCO WHSL CORP NEW COM
+$47.9K
504
-3%
增持
HD
Home Depot
-$44.2K
1,144
+0%
减持
ABR
ARBOR REALTY TRUST INC COM
-$39.0K
12,740
-24%
减持
IVW
iShares S&P 500 Growth - ETF
+$36.7K
4,723
-0%
增持
IWD
iShares Russell 1000 Value - ETF
+$36.3K
10,482
+5%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$36.1K
2,670
+2%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$34.2K
12,781
+11%
增持
TTD
Trade Desk
+$33.2K
2,629
+3%
增持
ORCL
ORACLE CORP COM
+$32.6K
2,059
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$26.4K
17,094
+0%
增持
ABBV
Abbvie
-$23.8K
2,585
+1%
减持
TMUS
T-Mobile US Inc.
+$23.0K
1,823
-0%
减持
TSLA
Tesla
+$21.4K
1,168
-2%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
-$18.1K
3,623
-2%
减持
VOE
Vanguard Mid-Cap Value
-$17.5K
2,590
-1%
增持
WFC
Wells Fargo
+$17.3K
8,951
+1%
清仓
BKKT
Bakkt Holdings Inc.
-$17.2K
0
-100%
增持
DLR
Digital Realty Trust
+$15.8K
1,722
+1%
减持
META
Meta Platforms Inc.
+$15.1K
1,833
-2%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$13.9K
7,231
+0%
增持
EHC
ENCOMPASS HEALTH CORP COM
+$13.5K
4,192
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$11.8K
7,903
+2%
增持
IWV
iShares Russell 3000
+$9.0K
1,024
+0%
增持
IJH
iShares S&P Mid-Cap - ETF
-$8.2K
12,539
+3%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
-$7.3K
27,800
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD SHS
-$7.1K
19,352
+1%
减持
HLI
Houlihan Lokey
-$6.2K
45,199
-5%
