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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 108 项
建仓 12
增持 68
减持 24
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
RSP
Invesco S&P 500 Equal Weight
+$9.4M
52,724
清仓
OMFL
Invesco Russell 1000 Dynamic Multifactor
-$9.4M
0
-100%
增持
LMT
Lockheed Martin
+$1.9M
15,640
+0%
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
DG
Dollar General
-$1.7M
36,563
+1%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$1.6M
853,639
+0%
增持
USMV
iShares MSCI USA Min Vol Factor
+$1.4M
161,099
+1%
增持
GILD
Gilead Sciences
+$1.3M
84,270
+1%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$1.2M
347,104
+4%
减持
AAPL
Apple
+$1.1M
49,602
-0%
增持
SCHD
Schwab US Dividend Equity ETF
+$1.1M
136,137
+1%
减持
HLI
Houlihan Lokey
+$1.0M
45,025
-0%
建仓
CSX
CSX CORP COM
+$886.6K
25,677
增持
CSCO
Cisco
+$774.3K
123,453
+1%
增持
JPM
JPMorgan Chase
+$769.3K
8,334
+71%
增持
—
Genpact
+$767.5K
106,809
+1%
增持
MO
Altria Group
+$693.2K
112,880
+1%
减持
MRK
Merck & Co
-$647.0K
45,698
-3%
减持
—
Accenture
+$573.1K
11,488
-0%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$567.9K
6,366
增持
VYM
Vanguard High Dividend ETF
+$563.1K
55,032
+1%
减持
GOOG
Alphabet C
-$556.9K
5,736
-31%
增持
CTSH
Cognizant Technology Solutions Corp
+$542.9K
57,122
+0%
增持
HII
Huntington Ingalls
+$473.9K
25,304
+0%
增持
TSLA
Tesla
+$472.2K
2,688
+130%
建仓
ED
CONSOLIDATED EDISON INC COM
+$461.3K
4,430
减持
NVS
Novartis
+$433.2K
51,795
-0%
减持
—
Juniper Networks
+$387.7K
164,848
-0%
建仓
CMCSA
Comcast
+$355.5K
8,511
增持
GOOGL
Alphabet A
-$353.1K
22,635
+0%
清仓
—
APOLLO TACTICAL INCOME FD INC COM
-$345.4K
0
-100%
增持
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
+$316.0K
24,750
+12%
增持
MA
MASTERCARD INCORPORATED CL A
+$315.0K
5,937
+0%
增持
AVGO
BROADCOM INC COM
-$308.7K
1,439
+315%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CORP COM NEW
+$298.2K
22,271
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$247.2K
6,646
建仓
BX
BLACKSTONE INC COM
+$231.3K
1,511
增持
IBM
International Business Machines
+$230.9K
4,044
+5%
增持
VOO
Vanguard S&P 500
+$230.6K
5,893
+2%
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$227.1K
1,457
增持
IVV
iShares S&P 500
+$225.8K
5,161
+3%
建仓
GE
General Electric
+$215.2K
1,141
建仓
SBUX
STARBUCKS CORP COM
+$213.0K
2,185
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$208.5K
0
-100%
建仓
RVT
ROYCE SMALL CAP TRUST INC COM
+$203.3K
12,950
减持
RSPT
Invesco S&P 500 Equal Weight Technology
+$196.9K
210,654
-0%
清仓
ABR
ARBOR REALTY TRUST INC COM
-$182.8K
0
-100%
增持
PFE
Pfizer Inc.
+$171.4K
129,653
+1%
增持
FLO
Flowers Foods Inc.
+$167.5K
157,955
+1%
减持
IWF
iShares Russell 1000 Growth
+$152.6K
24,525
-1%
增持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$149.8K
10,870
+44%
增持
HD
Home Depot
+$138.6K
1,314
+15%
增持
ROST
Ross Stores Inc.
+$136.9K
24,562
+0%
减持
IWD
iShares Russell 1000 Value - ETF
+$134.7K
10,345
-1%
减持
JNJ
JOHNSON & JOHNSON COM
-$130.7K
1,611
-40%
增持
DLY
DOUBLELINE YIELD OPPORTUNITIES COM
+$130.4K
40,142
+18%
增持
META
Meta Platforms Inc.
+$125.5K
1,834
+0%
增持
MOAT
VanEck Morningstar Wide Moat
+$113.5K
8,548
+4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$108.3K
566
-29%
减持
—
EXXON MOBIL CORP COM
-$97.2K
3,501
-21%
增持
ABBV
Abbvie
+$97.0K
2,736
+6%
增持
VO
Vanguard Mid Cap Index
+$95.6K
2,782
+5%
增持
IWR
iShares Russell Mid-Cap
+$88.5K
7,856
+5%
减持
OEF
iShares S&P 100
+$87.8K
7,112
-0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$86.5K
2,828
+6%
增持
AMZN
Amazon
-$83.8K
13,501
+0%
增持
MCD
MCDONALDS CORP COM
+$79.7K
1,512
+1%
增持
IWP
iShares Russell Mid-Cap Growth
+$73.4K
5,763
+6%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$70.2K
621
-20%
增持
V
VISA INC COM CL A
+$67.2K
4,547
+1%
减持
EUSA
iShares MSCI USA Equal Weight
+$63.7K
15,620
-4%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$61.8K
5,302
+5%
增持
ORCL
ORACLE CORP COM
+$60.7K
2,062
+0%
增持
TMUS
T-Mobile US Inc.
+$56.0K
1,827
+0%
增持
SPGP
Invesco S&P 500 GARP
+$55.9K
6,390
+7%
增持
XIFR
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN
+$54.4K
11,194
+21%
增持
IOO
iShares S&P Global 100
+$48.6K
7,272
+4%
减持
VOE
Vanguard Mid-Cap Value
+$44.3K
2,588
-0%
减持
IJH
iShares S&P Mid-Cap - ETF
+$42.5K
12,456
-1%
增持
WMT
WALMART INC COM
+$42.0K
3,187
+0%
增持
MSFT
Microsoft
+$40.9K
7,335
+5%
增持
KMI
KINDER MORGAN INC DEL COM
+$38.2K
17,105
+0%
增持
PEP
PepsiCo
+$38.1K
2,457
+7%
增持
IGM
iShares Expanded Tech Sector ETF
+$34.6K
6,745
+4%
增持
OKE
ONEOK INC NEW COM
+$34.4K
3,269
+1%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$34.2K
9,921
+1%
增持
TJX
TJX COS INC NEW COM
+$34.0K
4,445
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD SHS
+$30.7K
19,470
+1%
减持
PG
PROCTER AND GAMBLE CO COM
+$28.9K
7,494
-3%
增持
WFC
Wells Fargo
-$25.9K
8,952
+0%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$22.3K
11,485
+0%
减持
EFA
ISHARES MSCI EAFE ETF
+$21.1K
5,484
-2%
增持
HPE
Hewlett Packard Enterprise
-$20.9K
30,537
+0%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$20.1K
7,250
+0%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$19.9K
39,201
+0%
增持
IWV
iShares Russell 3000
+$19.6K
1,027
+0%
增持
DLR
Digital Realty Trust
+$18.9K
1,735
+1%
增持
COST
COSTCO WHSL CORP NEW COM
+$18.9K
505
+0%
增持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$14.0K
3,625
+0%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$12.8K
1,776
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
-$11.5K
8,074
+2%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$10.7K
8,300
+8%
减持
IVW
iShares S&P 500 Growth - ETF
+$10.7K
4,676
-1%
减持
HPQ
HP Inc.
-$10.0K
47,482
-3%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$7.6K
24,164
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$5.0K
2,912
+3%
减持
IWY
iShares Russell Top 200 Growth
-$4.8K
10,661
-3%
增持
LLY
ELI LILLY & CO COM
+$2.6K
714
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$2.3K
12,804
+0%
