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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 115 项
建仓 4
增持 69
减持 31
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
+$1.5M
427,644
+3%
增持
NVO
Novo Nordisk
+$1.4M
38,985
+252%
减持
HII
Huntington Ingalls
+$1.3M
25,099
-1%
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
+$1.2M
41,449
+0%
增持
BILZ
Pimco Ultra Short Government ETF
+$1.2M
264,153
+5%
增持
MRK
Merck & Co
+$1.1M
47,192
+1%
增持
FLO
Flowers Foods Inc.
+$1.0M
156,573
+198%
增持
CTSH
Cognizant Technology Solutions Corp
+$904.1K
55,750
+0%
增持
MO
Altria Group
-$902.8K
111,830
+0%
增持
HLI
Houlihan Lokey
-$866.9K
28,000
+0%
增持
GSK
GlaxoSmithKline
+$707.5K
119,066
+0%
增持
ROST
Ross Stores Inc.
+$675.5K
24,169
+0%
减持
CSCO
Cisco
+$665.2K
78,008
-0%
减持
AAPL
Apple
+$626.4K
45,054
-1%
减持
GILD
Gilead Sciences
+$623.1K
53,856
-0%
减持
—
Genpact
+$489.0K
101,144
-0%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$476.5K
0
-100%
建仓
—
SEABRIDGE GOLD INC COM
+$476.3K
16,095
减持
NVS
Novartis
+$456.9K
49,632
-0%
增持
RSP
Invesco S&P 500 Equal Weight
+$380.4K
61,034
+2%
增持
GOOG
Alphabet C
+$321.4K
4,092
+4%
增持
LLY
ELI LILLY & CO COM
+$288.5K
776
+9%
清仓
—
ORACLE CORP CALL
-$281.2K
0
-100%
减持
HPQ
HP Inc.
-$277.2K
45,958
-4%
增持
USMV
iShares MSCI USA Min Vol Factor
+$271.1K
173,103
+3%
增持
PSA
Public Storage
-$267.7K
10,090
+1%
清仓
MFIC
MIDCAP FINANCIAL INVSTMNT CORP COM NEW
-$267.0K
0
-100%
减持
TSLA
Tesla
-$264.4K
1,195
-34%
减持
MSFT
Microsoft
-$251.2K
6,888
-0%
建仓
NEM
NEWMONT CORP COM
+$243.6K
2,440
清仓
QBTS
D-WAVE QUANTUM INC COM
-$236.4K
0
-100%
清仓
T
AT&T
-$234.7K
0
-100%
减持
GOOGL
Alphabet A
-$227.4K
10,764
-27%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$215.5K
0
-100%
清仓
ARCC
ARES CAPITAL CORP COM
-$215.4K
0
-100%
清仓
NFLX
Netflix
-$207.8K
0
-100%
增持
—
Accenture
+$204.8K
8,566
+1%
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$203.3K
949
建仓
AXP
AMERICAN EXPRESS CO COM
+$200.1K
541
增持
JQUA
JPMorgan US Quality Factor
+$196.3K
355,381
+0%
增持
AMZN
Amazon
+$193.6K
13,524
+1%
增持
WFC
Wells Fargo
+$191.3K
10,034
+13%
增持
SCHD
Schwab US Dividend Equity ETF
+$177.1K
453,950
+1%
增持
AVGO
BROADCOM INC COM
+$170.2K
4,347
+7%
清仓
FSK
FS KKR CAP CORP COM
-$167.5K
0
-100%
增持
ORCL
ORACLE CORP COM
-$154.3K
2,211
+6%
增持
LMT
Lockheed Martin
-$141.2K
12,265
+1%
增持
CAPE
Doubleline Shiller CAPE US Equity
-$122.0K
841,761
+1%
增持
META
Meta Platforms Inc.
-$106.6K
1,449
+0%
增持
MKTX
MARKETAXESS HLDGS INC COM
+$102.1K
10,332
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$99.6K
897
-18%
增持
TLTW
ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF
+$93.1K
13,155
+50%
增持
IAUM
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
+$88.8K
14,636
+4%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$81.6K
4,337
+3%
减持
RSPT
Invesco S&P 500 Equal Weight Technology
+$79.8K
195,072
-1%
增持
—
EXXON MOBIL CORP COM
+$77.8K
6,557
+4%
增持
PG
PROCTER AND GAMBLE CO COM
-$74.7K
7,439
+0%
增持
IVV
iShares S&P 500
+$71.3K
4,442
+0%
增持
HD
Home Depot
-$70.1K
1,189
+1%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$54.4K
56,524
+19%
增持
JNJ
JOHNSON & JOHNSON COM
+$54.3K
1,621
+7%
增持
MA
MASTERCARD INCORPORATED CL A
+$52.7K
5,990
+1%
增持
TMUS
T-Mobile US Inc.
-$50.0K
1,569
+2%
减持
IWD
iShares Russell 1000 Value - ETF
+$49.4K
9,929
-1%
减持
VOO
Vanguard S&P 500
+$49.1K
5,486
-1%
增持
PFE
Pfizer Inc.
-$48.9K
120,885
+1%
减持
OEF
iShares S&P 100
+$43.9K
6,980
-1%
清仓
GDRX
GoodRx Holdings Inc.
-$42.4K
0
-100%
减持
GE
General Electric
-$41.9K
985
-14%
减持
IOO
iShares S&P Global 100
+$34.7K
6,983
-1%
增持
HOOD
ROBINHOOD MKTS INC COM CL A
-$33.9K
2,758
+14%
减持
JPM
JPMorgan Chase
-$33.8K
8,116
-3%
增持
BX
BLACKSTONE INC COM
-$31.0K
1,998
+1%
增持
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
+$29.3K
10,764
+2%
增持
APO
APOLLO GLOBAL MGMT INC COM
+$28.4K
2,388
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$27.9K
597
+5%
增持
COST
COSTCO WHSL CORP NEW COM
-$26.7K
459
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$26.4K
2,956
+1%
增持
WTV
WisdomTree US Value
+$25.7K
7,606
+1%
增持
CSX
CSX CORP COM
+$22.1K
13,235
+3%
增持
LKQ
LKQ Corp
+$20.6K
20,303
+5%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$20.3K
6,012
+0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$19.1K
1,410
-0%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$17.4K
28,189
+0%
减持
CMCSA
Comcast
-$16.7K
7,732
-2%
增持
HPE
Hewlett Packard Enterprise
-$16.7K
32,417
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$16.3K
10,623
+2%
减持
V
VISA INC COM CL A
-$15.7K
3,850
-4%
减持
EUSA
iShares MSCI USA Equal Weight
-$15.7K
12,450
-2%
增持
IWP
iShares Russell Mid-Cap Growth
-$14.1K
5,394
+2%
减持
MOAT
VanEck Morningstar Wide Moat
+$13.6K
8,154
-3%
增持
IJH
iShares S&P Mid-Cap - ETF
+$13.1K
11,977
+1%
增持
SPGP
Invesco S&P 500 GARP
+$11.6K
6,606
+1%
增持
SPYX
STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
+$10.8K
7,335
+0%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$10.7K
6,449
+3%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
+$10.0K
9,177
+5%
减持
DAVEW
Dave Inc. - Warrants
-$9.9K
42,598
-4%
减持
ABBV
Abbvie
-$9.4K
3,011
-0%
增持
IWR
iShares Russell Mid-Cap
+$9.3K
7,751
+2%
增持
SLYG
SPDR S&P 600 Small Cap Growth
+$9.0K
5,357
+2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$8.3K
3,296
+1%
增持
OKE
ONEOK INC NEW COM
+$8.2K
3,507
+3%
减持
IVW
iShares S&P 500 Growth - ETF
-$8.1K
3,721
-4%
减持
VOE
Vanguard Mid-Cap Value
+$6.6K
2,444
-0%
减持
GRNY
Fundstrat Granny Shots - US Large Cap
-$6.2K
24,338
-0%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$5.4K
2,068
+1%
减持
IBM
International Business Machines
-$5.3K
4,308
-5%
减持
IWV
iShares Russell 3000
-$5.0K
1,007
-3%
增持
VO
Vanguard Mid Cap Index
+$4.2K
2,767
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.6K
1,901
+0%
增持
MCD
MCDONALDS CORP COM
+$3.3K
1,498
+0%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
-$2.3K
3,291
-2%
增持
PM
PHILIP MORRIS INTL INC COM
-$2.1K
1,267
+0%
清仓
—
COHEN & STEERS INFRASTRUCTURE RT EXP 101625
-$957
0
-100%
增持
ED
CONSOLIDATED EDISON INC COM
-$771
2,331
+1%
