小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 104 项
建仓 6
增持 59
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
GSK
GlaxoSmithKline
+$4.0M
119,507
建仓
—
LyondellBasell Industries N.V.
+$3.0M
40,904
减持
PFE
Pfizer Inc.
-$2.7M
40,987
-68%
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
DG
Dollar General
-$2.3M
10,693
-71%
建仓
FDL
First Trust Morningstar Dividend Leaders Index
+$2.2M
54,022
减持
HII
Huntington Ingalls
-$2.1M
24,279
-4%
减持
HLI
Houlihan Lokey
-$2.0M
29,620
-34%
清仓
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
-$1.6M
0
-100%
增持
LMT
Lockheed Martin
-$1.4M
15,849
+1%
增持
AAPL
Apple
+$1.1M
50,507
+2%
增持
JPM
JPMorgan Chase
+$859.3K
10,916
+31%
增持
NVS
Novartis
-$858.4K
52,399
+1%
增持
GILD
Gilead Sciences
+$826.5K
85,435
+1%
增持
CSCO
Cisco
+$803.3K
124,552
+1%
减持
—
Accenture
-$749.0K
9,414
-18%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$698.6K
866,211
+1%
建仓
JQUA
JPMorgan US Quality Factor
+$560.0K
9,778
增持
MRK
Merck & Co
-$549.7K
46,640
+2%
减持
GOOGL
Alphabet A
+$491.6K
22,428
-1%
减持
IWF
iShares Russell 1000 Growth
+$488.5K
24,142
-2%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
-$473.9K
365,639
+5%
增持
—
Genpact
+$462.9K
108,287
+1%
增持
AMZN
Amazon
+$459.1K
13,559
+0%
清仓
PDI
PIMCO DYNAMIC INCOME FD SHS
-$394.7K
0
-100%
减持
TSLA
Tesla
+$381.0K
2,685
-0%
增持
MO
Altria Group
+$357.9K
117,026
+4%
清仓
XIFR
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN
-$309.2K
0
-100%
增持
RSP
Invesco S&P 500 Equal Weight
+$306.8K
55,657
+6%
增持
FLO
Flowers Foods Inc.
-$305.5K
161,592
+2%
增持
—
EXXON MOBIL CORP COM
+$287.3K
6,485
+85%
减持
—
Juniper Networks
-$264.4K
164,524
-0%
清仓
GE
General Electric
-$215.2K
0
-100%
建仓
ARCC
ARES CAPITAL CORP COM
+$213.6K
9,757
清仓
SBUX
STARBUCKS CORP COM
-$213.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$206.7K
1,136
清仓
RVT
ROYCE SMALL CAP TRUST INC COM
-$203.3K
0
-100%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$203.1K
8,406
+1%
减持
MA
MASTERCARD INCORPORATED CL A
+$182.9K
5,915
-0%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$180.5K
2,436
+37%
清仓
PDT
HANCOCK JOHN PREM DIVID FD COM SH BEN INT
-$175.3K
0
-100%
增持
VOO
Vanguard S&P 500
+$174.2K
6,094
+3%
减持
V
VISA INC COM CL A
+$173.3K
4,504
-1%
增持
IVV
iShares S&P 500
+$165.9K
5,339
+3%
减持
EUSA
iShares MSCI USA Equal Weight
-$163.0K
13,973
-11%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$160.6K
5,392
-19%
增持
SCHD
Schwab US Dividend Equity ETF
-$152.4K
415,640
+205%
减持
RSPT
Invesco S&P 500 Equal Weight Technology
-$141.0K
208,461
-1%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$118.6K
1,953
+34%
增持
BX
BLACKSTONE INC COM
+$109.7K
1,978
+31%
减持
IWY
iShares Russell Top 200 Growth
+$106.2K
10,423
-2%
增持
HPQ
HP Inc.
-$102.0K
49,070
+3%
增持
IWP
iShares Russell Mid-Cap Growth
+$100.7K
6,128
+6%
增持
OEF
iShares S&P 100
+$90.5K
7,127
+0%
增持
ROST
Ross Stores Inc.
+$72.7K
24,919
+1%
增持
IGM
iShares Expanded Tech Sector ETF
+$69.7K
7,021
+4%
增持
IOO
iShares S&P Global 100
+$67.1K
7,822
+8%
减持
GOOG
Alphabet C
+$66.7K
5,386
-6%
减持
CMCSA
Comcast
-$66.5K
7,701
-10%
增持
ED
CONSOLIDATED EDISON INC COM
-$65.9K
4,432
+0%
增持
HPE
Hewlett Packard Enterprise
+$64.0K
32,260
+6%
减持
MPLX
MPLX LP COM UNIT REP LTD
-$59.8K
9,419
-18%
增持
VO
Vanguard Mid Cap Index
+$59.8K
3,005
+8%
增持
SPGP
Invesco S&P 500 GARP
+$58.2K
6,932
+8%
增持
NVDA
NVIDIA CORPORATION COM
+$57.9K
3,064
+5%
增持
VYM
Vanguard High Dividend ETF
+$57.4K
55,745
+1%
增持
IWR
iShares Russell Mid-Cap
+$56.9K
8,477
+8%
减持
PEP
PepsiCo
-$56.2K
2,379
-3%
增持
CTSH
Cognizant Technology Solutions Corp
+$50.4K
57,986
+2%
减持
IWD
iShares Russell 1000 Value - ETF
-$49.4K
10,339
-0%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$47.5K
10,369
-19%
减持
KMI
KINDER MORGAN INC DEL COM
+$46.6K
15,490
-9%
增持
MOAT
VanEck Morningstar Wide Moat
+$46.3K
9,436
+10%
增持
USMV
iShares MSCI USA Min Vol Factor
+$42.6K
166,151
+3%
增持
PG
PROCTER AND GAMBLE CO COM
-$40.0K
7,503
+0%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$37.9K
21,734
-10%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$34.1K
2,880
+2%
增持
OKE
ONEOK INC NEW COM
+$33.3K
3,298
+1%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$33.1K
658
+6%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$30.0K
6,367
+0%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$28.8K
9,763
-2%
增持
TMUS
T-Mobile US Inc.
+$27.4K
1,833
+0%
增持
JNJ
JOHNSON & JOHNSON COM
-$27.3K
1,617
+0%
减持
AM
ANTERO MIDSTREAM CORP COM
-$24.6K
15,098
-10%
减持
VOE
Vanguard Mid-Cap Value
-$21.8K
2,548
-2%
增持
MCD
MCDONALDS CORP COM
-$21.4K
1,514
+0%
增持
HD
Home Depot
-$20.4K
1,317
+0%
减持
TTD
Trade Desk
+$18.0K
2,606
-1%
减持
AMLP
ALERIAN MLP ETF
-$17.6K
4,185
-10%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$16.8K
5,651
+7%
增持
TJX
TJX COS INC NEW COM
+$15.5K
4,453
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$15.1K
8,240
+2%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
-$14.1K
39,356
+0%
减持
META
Meta Platforms Inc.
+$12.9K
1,815
-1%
减持
IVW
iShares S&P 500 Growth - ETF
+$8.7K
4,495
-4%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
-$8.5K
3,571
-1%
增持
IWV
iShares Russell 3000
+$8.1K
1,028
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$7.5K
567
+0%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$7.5K
7,270
+0%
增持
MSFT
Microsoft
+$3.7K
7,497
+2%
增持
ABBV
Abbvie
+$3.7K
3,062
+12%
增持
ORCL
ORACLE CORP COM
-$3.3K
2,089
+1%
增持
IBM
International Business Machines
-$855
4,063
+0%
减持
IJH
iShares S&P Mid-Cap - ETF
-$551
12,449
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$278
897
+1%
