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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 117 项
建仓 9
增持 45
减持 56
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
—
Juniper Networks
-$6.3M
0
-100%
清仓
—
LyondellBasell Industries N.V.
-$2.4M
0
-100%
增持
BILZ
Pimco Ultra Short Government ETF
+$2.3M
251,056
+10%
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
NVO
Novo Nordisk
-$2.0M
11,085
-71%
减持
FLO
Flowers Foods Inc.
-$2.0M
52,603
-68%
减持
LKQ
LKQ Corp
-$1.9M
19,401
-72%
减持
AAPL
Apple
+$1.8M
45,643
-4%
建仓
MKTX
MARKETAXESS HLDGS INC COM
+$1.8M
10,161
增持
SCHD
Schwab US Dividend Equity ETF
+$1.2M
449,626
+7%
减持
HII
Huntington Ingalls
+$816.7K
25,240
-6%
建仓
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$812.1K
6,005
减持
CTSH
Cognizant Technology Solutions Corp
-$780.3K
55,511
-4%
减持
DG
Dollar General
-$667.8K
41,293
-4%
建仓
GRNY
Fundstrat Granny Shots - US Large Cap
+$608.8K
24,363
建仓
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$568.8K
10,535
减持
—
Accenture
-$541.1K
8,490
-4%
减持
CAPE
Doubleline Shiller CAPE US Equity
-$511.9K
836,621
-4%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$471.2K
1,411
+107%
减持
ROST
Ross Stores Inc.
+$462.5K
24,137
-4%
减持
RSPT
Invesco S&P 500 Equal Weight Technology
+$456.6K
197,351
-4%
清仓
KMI
KINDER MORGAN INC DEL COM
-$455.9K
0
-100%
减持
HLI
Houlihan Lokey
+$450.0K
27,977
-5%
减持
MO
Altria Group
+$446.9K
111,276
-6%
减持
—
Genpact
-$421.1K
101,277
-4%
减持
GSK
GlaxoSmithKline
+$374.3K
118,895
-4%
减持
LMT
Lockheed Martin
+$348.8K
12,166
-2%
建仓
HOOD
ROBINHOOD MKTS INC COM CL A
+$345.8K
2,415
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$335.0K
4,212
-50%
增持
AVGO
BROADCOM INC COM
+$319.3K
4,044
+10%
增持
VOO
Vanguard S&P 500
+$314.6K
5,538
+2%
建仓
—
ORACLE CORP CALL
+$281.2K
1,000
减持
GILD
Gilead Sciences
-$280.0K
53,938
-5%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$263.3K
413,772
+1%
减持
RSP
Invesco S&P 500 Equal Weight
+$253.6K
59,627
-2%
建仓
QBTS
D-WAVE QUANTUM INC COM
+$236.4K
9,566
清仓
DAVE
Dave Inc.
-$229.8K
0
-100%
减持
GOOG
Alphabet C
+$224.5K
3,953
-5%
清仓
—
PIONEER HIGH INCOME FUND INC COM
-$217.6K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$205.3K
0
-100%
建仓
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
+$205.2K
8,775
清仓
AMLP
ALERIAN MLP ETF
-$204.5K
0
-100%
减持
OEF
iShares S&P 100
+$196.3K
7,060
-0%
减持
CSCO
Cisco
-$184.8K
78,102
-2%
减持
JQUA
JPMorgan US Quality Factor
+$170.1K
353,785
-4%
减持
PSA
Public Storage
-$166.6K
9,991
-4%
减持
GOOGL
Alphabet A
+$162.2K
14,795
-24%
减持
USMV
iShares MSCI USA Min Vol Factor
-$142.5K
168,471
-2%
增持
ABBV
Abbvie
+$138.8K
3,012
+0%
增持
HPE
Hewlett Packard Enterprise
+$133.9K
32,383
+0%
增持
ORCL
ORACLE CORP COM
+$130.8K
2,081
+0%
减持
IVV
iShares S&P 500
+$122.8K
4,439
-3%
增持
IOO
iShares S&P Global 100
+$109.9K
7,082
+3%
减持
MSFT
Microsoft
+$108.5K
6,917
-1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$103.3K
6,278
-23%
增持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$101.4K
15,385
+10%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$101.2K
47,445
+21%
减持
HPQ
HP Inc.
+$99.2K
47,785
-3%
减持
V
VISA INC COM CL A
-$88.2K
4,001
-2%
减持
IWD
iShares Russell 1000 Value - ETF
+$85.4K
10,015
-0%
减持
PG
PROCTER AND GAMBLE CO COM
-$82.6K
7,424
-3%
增持
VO
Vanguard Mid Cap Index
+$75.7K
2,720
+5%
减持
JPM
JPMorgan Chase
+$75.6K
8,398
-5%
减持
MRK
Merck & Co
+$73.6K
46,670
-4%
减持
DAVEW
Dave Inc. - Warrants
-$70.3K
44,598
-32%
减持
IBM
International Business Machines
-$68.2K
4,542
-1%
增持
IWR
iShares Russell Mid-Cap
+$66.2K
7,632
+5%
减持
META
Meta Platforms Inc.
-$65.0K
1,448
-5%
增持
MOAT
VanEck Morningstar Wide Moat
+$62.8K
8,383
+2%
增持
WTV
WisdomTree US Value
+$61.8K
7,515
+4%
减持
NVDA
NVIDIA CORPORATION COM
+$60.1K
2,921
-5%
增持
SPGP
Invesco S&P 500 GARP
+$59.8K
6,518
+3%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$53.4K
5,254
+5%
增持
GE
General Electric
+$50.3K
1,148
+0%
增持
JNJ
JOHNSON & JOHNSON COM
+$50.2K
1,517
+0%
增持
HD
Home Depot
+$47.5K
1,182
+0%
增持
IWP
iShares Russell Mid-Cap Growth
+$47.2K
5,286
+4%
减持
TJX
TJX COS INC NEW COM
+$47.1K
2,996
-4%
增持
BX
BLACKSTONE INC COM
+$43.6K
1,984
+1%
减持
EUSA
iShares MSCI USA Equal Weight
+$40.7K
12,650
-1%
减持
MA
MASTERCARD INCORPORATED CL A
+$39.2K
5,919
-0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$39.1K
2,940
-3%
增持
CSX
CSX CORP COM
+$38.8K
12,889
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$34.1K
8,753
+2%
减持
IJH
iShares S&P Mid-Cap - ETF
+$32.4K
11,912
-1%
增持
CMCSA
Comcast
-$31.4K
7,886
+1%
减持
PFE
Pfizer Inc.
+$31.0K
120,051
-4%
增持
IWV
iShares Russell 3000
+$30.0K
1,041
+0%
增持
SPYX
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$29.2K
7,318
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$28.0K
569
+0%
增持
WMT
WALMART INC COM
+$26.1K
4,768
+0%
增持
OKE
ONEOK INC NEW COM
-$25.8K
3,419
+1%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$25.8K
28,105
+0%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$25.4K
2,057
+1%
增持
PM
PHILIP MORRIS INTL INC COM
-$25.0K
1,265
+0%
减持
IWF
iShares Russell 1000 Growth
+$21.8K
603
-2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$21.8K
1,893
+2%
增持
PEP
PepsiCo
+$20.5K
2,390
+0%
增持
APO
APOLLO GLOBAL MGMT INC COM
-$19.4K
2,381
+0%
增持
EHC
ENCOMPASS HEALTH CORP COM
+$18.4K
4,194
+0%
增持
MCD
MCDONALDS CORP COM
+$18.2K
1,496
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$15.9K
2,612
-28%
减持
VOE
Vanguard Mid-Cap Value
+$15.3K
2,446
-2%
减持
GDRX
GoodRx Holdings Inc.
-$12.8K
10,027
-10%
增持
LLY
ELI LILLY & CO COM
-$11.6K
715
+0%
增持
ARCC
ARES CAPITAL CORP COM
-$11.2K
10,552
+2%
减持
—
EXXON MOBIL CORP COM
-$11.0K
6,309
-6%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$9.5K
3,349
-2%
减持
NVS
Novartis
+$8.6K
49,796
-6%
减持
UBER
UBER TECHNOLOGIES INC COM
-$8.4K
2,200
-8%
减持
TMUS
T-Mobile US Inc.
-$5.8K
1,540
-2%
增持
T
AT&T
-$5.3K
8,312
+0%
增持
ED
CONSOLIDATED EDISON INC COM
+$2.4K
2,311
+1%
建仓
—
COHEN & STEERS INFRASTRUCTURE RT EXP 101625
+$957
12,275
减持
AMZN
Amazon
-$810
13,335
-0%
增持
DLR
Digital Realty Trust
-$380
1,787
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$262
3,270
+1%
减持
IVW
iShares S&P 500 Growth - ETF
-$146
3,866
-9%
