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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 109 项
建仓 7
增持 52
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JQUA
JPMorgan US Quality Factor
+$15.3M
280,298
+2767%
减持
IWF
iShares Russell 1000 Growth
-$5.6M
11,258
-53%
建仓
PSA
Public Storage
+$3.1M
10,258
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
+$3.0M
42,880
+301%
建仓
LKQ
LKQ Corp
+$2.9M
67,513
清仓
FDL
First Trust Morningstar Dividend Leaders Index
-$2.2M
0
-100%
增持
PFE
Pfizer Inc.
+$2.1M
124,668
+204%
减持
AAPL
Apple
-$1.8M
48,805
-3%
减持
GILD
Gilead Sciences
-$1.6M
56,539
-34%
减持
IWY
iShares Russell Top 200 Growth
-$1.3M
5,545
-47%
增持
USMV
iShares MSCI USA Min Vol Factor
+$1.1M
169,611
+2%
增持
MO
Altria Group
+$924.0K
117,349
+0%
增持
HII
Huntington Ingalls
+$831.4K
26,561
+9%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$807.6K
387,256
+6%
减持
GOOGL
Alphabet A
-$790.1K
22,345
-0%
减持
RSPT
Invesco S&P 500 Equal Weight Technology
-$734.0K
206,627
-1%
减持
—
Genpact
+$716.3K
106,536
-2%
增持
GSK
GlaxoSmithKline
+$702.0K
122,451
+2%
减持
NVS
Novartis
+$691.2K
51,939
-1%
减持
TSLA
Tesla
-$610.8K
1,827
-32%
增持
LMT
Lockheed Martin
-$586.8K
15,927
+0%
增持
ROST
Ross Stores Inc.
-$579.2K
24,966
+0%
减持
MSFT
Microsoft
-$528.4K
7,010
-6%
减持
—
Accenture
-$431.4K
9,231
-2%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$419.4K
867,953
+0%
减持
—
Juniper Networks
-$408.1K
158,975
-3%
增持
RSP
Invesco S&P 500 Equal Weight
+$402.4K
58,623
+5%
增持
AMZN
Amazon
-$386.6K
13,603
+0%
减持
IGM
iShares Expanded Tech Sector ETF
-$386.2K
3,646
-48%
减持
HLI
Houlihan Lokey
-$385.0K
29,467
-1%
建仓
WTV
WISDOMTREE US VALUE FUND OF BENEF INTEREST
+$356.2K
4,335
增持
MRK
Merck & Co
-$352.3K
47,765
+2%
清仓
TTD
Trade Desk
-$306.3K
0
-100%
清仓
—
NEW AMER HIGH INCOME FD INC COM NEW
-$246.5K
0
-100%
增持
FLO
Flowers Foods Inc.
-$245.5K
162,701
+1%
增持
HPQ
HP Inc.
-$241.5K
49,102
+0%
建仓
T
AT&T
+$234.1K
8,277
建仓
GE
General Electric
+$229.1K
1,144
减持
SCHD
Schwab US Dividend Equity ETF
+$211.4K
413,685
-0%
建仓
UTF
COHEN & STEERS INFRASTRUCTURE COM
+$210.8K
8,250
清仓
PANW
PALO ALTO NETWORKS INC COM
-$206.7K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC COM
+$200.5K
1,263
减持
GOOG
Alphabet C
-$192.5K
5,333
-1%
增持
HPE
Hewlett Packard Enterprise
-$190.5K
32,293
+0%
减持
—
LyondellBasell Industries N.V.
-$184.3K
40,534
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$176.6K
1,095
+22%
减持
CSCO
Cisco
+$155.2K
122,000
-2%
减持
EFA
ISHARES MSCI EAFE ETF
-$144.6K
3,304
-40%
减持
EUSA
iShares MSCI USA Equal Weight
-$137.4K
12,769
-9%
增持
VOO
Vanguard S&P 500
-$135.7K
6,126
+1%
减持
META
Meta Platforms Inc.
-$134.5K
1,610
-11%
增持
MA
MASTERCARD INCORPORATED CL A
+$130.3K
5,920
+0%
增持
OEF
iShares S&P 100
-$127.5K
7,131
+0%
增持
IBM
International Business Machines
+$121.6K
4,081
+0%
清仓
—
VIRTUS CONVERTIBLE & INC FD II COM
-$108.9K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$102.9K
3,612
-33%
减持
AVGO
BROADCOM INC COM
-$102.6K
1,380
-4%
增持
ED
CONSOLIDATED EDISON INC COM
+$94.8K
4,433
+0%
减持
ABBV
Abbvie
+$86.0K
3,007
-2%
减持
HD
Home Depot
-$83.1K
1,171
-11%
增持
NVDA
NVIDIA CORPORATION COM
-$73.9K
3,115
+2%
减持
BX
BLACKSTONE INC COM
-$66.6K
1,963
-1%
增持
JPM
JPMorgan Chase
+$64.6K
10,930
+0%
减持
CTSH
Cognizant Technology Solutions Corp
-$58.4K
57,525
-1%
减持
ORCL
ORACLE CORP COM
-$58.1K
2,074
-1%
增持
APO
APOLLO GLOBAL MGMT INC COM
-$57.7K
2,516
+3%
增持
DLR
Digital Realty Trust
-$55.2K
1,762
+2%
增持
IWP
iShares Russell Mid-Cap Growth
-$54.8K
6,145
+0%
减持
IVW
iShares S&P 500 Growth - ETF
-$53.4K
4,341
-3%
减持
IJH
iShares S&P Mid-Cap - ETF
-$50.3K
12,433
-0%
减持
—
EXXON MOBIL CORP COM
+$49.5K
6,283
-3%
减持
PG
PROCTER AND GAMBLE CO COM
-$48.2K
7,098
-5%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$47.4K
2,035
+4%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$40.3K
2,891
+0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$38.6K
635
-3%
增持
EHC
ENCOMPASS HEALTH CORP COM
+$37.5K
4,193
+0%
增持
IVV
iShares S&P 500
-$37.4K
5,526
+4%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
-$36.4K
3,461
-3%
增持
JNJ
JOHNSON & JOHNSON COM
+$35.2K
1,622
+0%
减持
V
VISA INC COM CL A
+$30.8K
4,149
-8%
增持
IOO
iShares S&P Global 100
-$27.3K
7,902
+1%
减持
MCD
MCDONALDS CORP COM
+$26.9K
1,491
-2%
增持
MOAT
VanEck Morningstar Wide Moat
-$26.9K
9,637
+2%
增持
SLYG
SPDR S&P 600 Small Cap Growth
-$25.3K
5,846
+3%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
-$23.7K
8,414
+2%
减持
TMUS
T-Mobile US Inc.
+$22.2K
1,600
-13%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$20.5K
21,799
+0%
增持
KMI
KINDER MORGAN INC DEL COM
+$17.8K
15,499
+0%
增持
SPGP
Invesco S&P 500 GARP
-$16.7K
7,112
+3%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
-$16.6K
7,289
+0%
增持
IWV
iShares Russell 3000
-$16.3K
1,031
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
-$14.6K
568
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$13.9K
6,368
+0%
增持
RLI
RLI CORP COM
-$12.5K
6,002
+100%
减持
COST
COSTCO WHSL CORP NEW COM
+$11.5K
502
-1%
减持
VYM
Vanguard High Dividend ETF
+$11.2K
55,240
-1%
增持
IWR
iShares Russell Mid-Cap
-$11.0K
8,679
+2%
减持
IWD
iShares Russell 1000 Value - ETF
+$9.3K
10,222
-1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$8.7K
9,677
-1%
减持
WFC
Wells Fargo
+$8.3K
8,874
-1%
增持
WMT
WALMART INC COM
-$7.7K
3,192
+0%
增持
ARCC
ARES CAPITAL CORP COM
+$7.1K
9,960
+2%
减持
VOE
Vanguard Mid-Cap Value
-$6.4K
2,527
-1%
增持
PEP
PepsiCo
-$4.2K
2,384
+0%
减持
TJX
TJX COS INC NEW COM
-$3.7K
4,386
-2%
增持
CMCSA
Comcast
-$2.8K
7,756
+1%
减持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
-$736
39,173
-0%
增持
OKE
ONEOK INC NEW COM
-$457
3,333
+1%
增持
VO
Vanguard Mid Cap Index
+$125
3,069
+2%
