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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 115 项
建仓 13
增持 53
减持 44
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
BILZ
Pimco Ultra Short Government ETF
+$23.1M
228,396
清仓
VYM
Vanguard High Dividend ETF
-$7.1M
0
-100%
增持
JQUA
JPMorgan US Quality Factor
+$6.3M
367,802
+31%
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
IWF
iShares Russell 1000 Growth
-$3.8M
614
-95%
建仓
NVO
Novo Nordisk
+$2.6M
37,892
减持
CSCO
Cisco
-$2.0M
79,685
-35%
增持
CAPE
Doubleline Shiller CAPE US Equity
+$1.4M
872,962
+1%
减持
LMT
Lockheed Martin
-$1.4M
12,360
-22%
减持
RSPT
Invesco S&P 500 Equal Weight Technology
+$1.3M
204,544
-1%
清仓
IWY
iShares Russell Top 200 Growth
-$1.2M
0
-100%
增持
DG
Dollar General
+$1.2M
43,150
+1%
减持
AAPL
Apple
-$1.1M
47,712
-2%
增持
HII
Huntington Ingalls
+$1.0M
26,714
+1%
增持
RSP
Invesco S&P 500 Equal Weight
+$902.5K
60,843
+4%
减持
MSFT
Microsoft
+$842.4K
6,984
-0%
增持
AVGO
BROADCOM INC COM
+$783.9K
3,682
+167%
减持
—
Genpact
-$703.7K
105,966
-1%
增持
NVS
Novartis
+$587.1K
52,701
+1%
减持
—
Juniper Networks
+$541.1K
157,637
-1%
减持
HLI
Houlihan Lokey
+$535.4K
29,421
-0%
增持
—
LyondellBasell Industries N.V.
-$490.9K
40,834
+1%
增持
SCHD
Schwab US Dividend Equity ETF
-$471.4K
418,690
+1%
建仓
IAUM
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
+$463.0K
14,036
增持
FLO
Flowers Foods Inc.
-$447.5K
165,547
+2%
增持
MRK
Merck & Co
-$444.0K
48,553
+2%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$376.6K
407,726
+5%
增持
LKQ
LKQ Corp
-$347.3K
68,217
+1%
减持
AMZN
Amazon
+$340.7K
13,350
-2%
减持
CSX
CSX CORP COM
-$336.8K
12,838
-50%
增持
IBM
International Business Machines
+$334.9K
4,579
+12%
清仓
IGM
iShares Expanded Tech Sector ETF
-$330.6K
0
-100%
增持
USMV
iShares MSCI USA Min Vol Factor
+$285.1K
172,268
+2%
清仓
EFA
ISHARES MSCI EAFE ETF
-$270.1K
0
-100%
增持
WTV
WisdomTree US Value
+$265.9K
7,201
+66%
减持
ED
CONSOLIDATED EDISON INC COM
-$260.3K
2,291
-48%
减持
IVV
iShares S&P 500
-$256.9K
4,588
-17%
清仓
QLD
PROSHARES ULTRA QQQ
-$255.1K
0
-100%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$250.8K
3,246
-49%
减持
—
Accenture
-$245.7K
8,815
-5%
建仓
GLXY
GALAXY DIGITAL INC. CL A
+$243.3K
11,108
建仓
NFLX
Netflix
+$232.1K
173
建仓
DAVE
Dave Inc.
+$229.8K
856
建仓
UBER
UBER TECHNOLOGIES INC COM
+$223.9K
2,400
减持
OEF
iShares S&P 100
+$222.4K
7,076
-1%
建仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$209.2K
4,420
增持
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
+$207.0K
45,650
+159%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$205.3K
1,003
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$203.1K
1,859
减持
META
Meta Platforms Inc.
+$200.2K
1,529
-5%
增持
WMT
WALMART INC COM
+$185.1K
4,759
+49%
建仓
PDT
HANCOCK JOHN PREM DIVID FD COM SH BEN INT
+$174.6K
13,261
增持
ORCL
ORACLE CORP COM
+$164.5K
2,079
+0%
增持
HPE
Hewlett Packard Enterprise
+$163.2K
32,345
+0%
增持
HPQ
HP Inc.
-$157.7K
49,140
+0%
增持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$154.4K
14,045
+29%
减持
TJX
TJX COS INC NEW COM
-$148.4K
3,125
-29%
减持
NVDA
NVIDIA CORPORATION COM
+$147.4K
3,070
-1%
增持
MO
Altria Group
-$139.3K
117,756
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$131.2K
3,046
+5%
增持
PFE
Pfizer Inc.
-$131.2K
124,913
+0%
增持
UTF
COHEN & STEERS INFRASTRUCTURE COM
+$120.0K
12,275
+49%
减持
JPM
JPMorgan Chase
-$107.9K
8,876
-19%
建仓
DNP
DNP SELECT INCOME FD INC COM
+$103.3K
10,550
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$102.8K
28,025
+29%
增持
CTSH
Cognizant Technology Solutions Corp
+$102.8K
57,714
+0%
减持
TSLA
Tesla
+$99.3K
1,803
-1%
减持
GOOG
Alphabet C
-$94.9K
4,162
-22%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$91.2K
8,122
-16%
增持
MA
MASTERCARD INCORPORATED CL A
+$83.0K
5,922
+0%
减持
MOAT
VanEck Morningstar Wide Moat
-$80.1K
8,189
-15%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$78.3K
681
+7%
增持
ABBV
Abbvie
-$71.3K
3,010
+0%
减持
VOO
Vanguard S&P 500
-$71.3K
5,417
-12%
减持
VO
Vanguard Mid Cap Index
-$70.7K
2,584
-16%
减持
GILD
Gilead Sciences
-$68.1K
56,527
-0%
减持
IWR
iShares Russell Mid-Cap
-$67.6K
7,293
-16%
减持
EUSA
iShares MSCI USA Equal Weight
+$66.9K
12,731
-0%
增持
GE
General Electric
+$66.0K
1,147
+0%
减持
IVW
iShares S&P 500 Growth - ETF
+$63.9K
4,241
-2%
增持
DLR
Digital Realty Trust
+$56.9K
1,775
+1%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$55.9K
2,045
+0%
增持
OKE
ONEOK INC NEW COM
-$55.4K
3,373
+1%
建仓
GDRX
GoodRx Holdings Inc.
+$55.2K
11,081
减持
TMUS
T-Mobile US Inc.
-$52.3K
1,572
-2%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$50.4K
8,591
+2%
减持
SLYG
SPDR S&P 600 Small Cap Growth
-$43.1K
4,981
-15%
增持
PEP
PepsiCo
-$42.2K
2,387
+0%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$38.7K
7,308
+0%
减持
JNJ
JOHNSON & JOHNSON COM
-$37.9K
1,513
-7%
增持
IWV
iShares Russell 3000
+$37.1K
1,039
+1%
减持
IWD
iShares Russell 1000 Value - ETF
+$30.2K
10,058
-2%
增持
PM
PHILIP MORRIS INTL INC COM
+$29.8K
1,264
+0%
减持
SPGP
Invesco S&P 500 GARP
-$29.6K
6,321
-11%
增持
MCD
MCDONALDS CORP COM
-$29.5K
1,493
+0%
增持
ROST
Ross Stores Inc.
+$25.4K
25,206
+1%
增持
—
EXXON MOBIL CORP COM
-$24.9K
6,700
+7%
减持
COST
COSTCO WHSL CORP NEW COM
-$23.6K
456
-9%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$23.4K
3,425
-1%
减持
GOOGL
Alphabet A
-$21.1K
19,488
-13%
减持
IOO
iShares S&P Global 100
-$21.0K
6,863
-13%
增持
BX
BLACKSTONE INC COM
+$20.8K
1,974
+1%
减持
IJH
iShares S&P Mid-Cap - ETF
+$19.5K
12,011
-3%
增持
PSA
Public Storage
-$17.4K
10,404
+1%
减持
IWP
iShares Russell Mid-Cap Growth
-$16.4K
5,088
-17%
增持
KMI
KINDER MORGAN INC DEL COM
+$13.8K
15,508
+0%
增持
PG
PROCTER AND GAMBLE CO COM
+$13.6K
7,678
+8%
增持
GSK
GlaxoSmithKline
+$13.4K
123,885
+1%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
-$12.5K
39,332
+0%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$7.9K
2,373
-6%
增持
CMCSA
Comcast
-$7.0K
7,822
+1%
增持
T
AT&T
+$6.0K
8,294
+0%
减持
VOE
Vanguard Mid-Cap Value
+$6.0K
2,503
-1%
增持
ARCC
ARES CAPITAL CORP COM
+$5.9K
10,318
+4%
增持
HD
Home Depot
+$2.5K
1,177
+1%
减持
V
VISA INC COM CL A
-$19
4,095
-1%
