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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 125 项
建仓 11
增持 58
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
USMF
WisdomTree US Multifactor
+$17.7M
358,110
建仓
FMDE
Fidelity Enhanced Mid Cap
+$15.3M
426,130
减持
CSCO
Cisco
-$3.1M
37,657
-52%
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
RSPT
Invesco S&P 500 Equal Weight Technology
-$3.1M
128,256
-34%
建仓
AKRE
Akre Focus
+$2.9M
55,689
减持
CAPE
Doubleline Shiller CAPE US Equity
-$2.1M
811,372
-4%
清仓
NVO
Novo Nordisk
-$2.0M
0
-100%
减持
ROST
Ross Stores Inc.
-$1.9M
11,209
-54%
增持
SCHD
Schwab US Dividend Equity ETF
+$1.7M
462,196
+2%
清仓
FLO
Flowers Foods Inc.
-$1.7M
0
-100%
增持
BILZ
Pimco Ultra Short Government ETF
+$1.6M
279,132
+6%
增持
LMT
Lockheed Martin
+$1.5M
12,329
+1%
增持
RSP
Invesco S&P 500 Equal Weight
+$1.4M
68,058
+12%
增持
CTSH
Cognizant Technology Solutions Corp
-$1.1M
56,943
+2%
增持
MO
Altria Group
+$1.1M
113,857
+2%
增持
—
Genpact
-$924.5K
102,202
+1%
减持
HII
Huntington Ingalls
+$904.5K
24,848
-1%
减持
GILD
Gilead Sciences
+$883.2K
53,766
-0%
增持
HLI
Houlihan Lokey
-$797.5K
28,407
+1%
增持
NVS
Novartis
+$795.0K
50,002
+1%
增持
AAPL
Apple
-$768.4K
45,234
+0%
增持
MRK
Merck & Co
+$739.7K
47,444
+1%
减持
GSK
GlaxoSmithKline
+$723.0K
118,898
-0%
建仓
SLV
ISHARES SILVER TRUST
+$654.9K
9,611
清仓
LKQ
LKQ Corp
-$613.1K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP COM
-$604.3K
0
-100%
增持
DG
Dollar General
-$571.4K
41,538
+0%
增持
—
Accenture
-$538.1K
8,878
+4%
增持
IAUM
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
+$508.3K
24,358
+66%
增持
MA
MASTERCARD INCORPORATED CL A
-$423.5K
5,997
+0%
增持
—
EXXON MOBIL CORP COM
+$419.8K
7,125
+9%
增持
MSFT
Microsoft
-$413.2K
7,883
+14%
建仓
T
AT&T
+$399.2K
13,770
减持
PFE
Pfizer Inc.
+$375.1K
120,555
-0%
增持
PEP
PepsiCo
+$354.5K
4,492
+88%
减持
USMV
iShares MSCI USA Min Vol Factor
-$338.7K
172,101
-1%
增持
RSPH
Invesco S&P 500 Equal Weight Healthcare
-$323.4K
440,394
+3%
减持
JPM
JPMorgan Chase
-$318.4K
7,807
-4%
减持
LLY
ELI LILLY & CO COM
-$313.1K
566
-27%
清仓
HOOD
ROBINHOOD MKTS INC COM CL A
-$311.9K
0
-100%
减持
IVV
iShares S&P 500
-$309.7K
4,184
-6%
减持
GOOGL
Alphabet A
-$297.1K
10,683
-1%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$296.5K
0
-100%
减持
VOO
Vanguard S&P 500
-$294.4K
5,265
-4%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP COMMON STOCK
-$287.6K
0
-100%
增持
AMZN
Amazon
-$284.1K
13,624
+1%
建仓
VZ
Verizon
+$253.3K
5,046
减持
OEF
iShares S&P 100
-$250.0K
6,740
-3%
减持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
-$249.0K
35,833
-37%
清仓
GLXY
GALAXY DIGITAL INC. CL A
-$248.4K
0
-100%
建仓
D
Dominion Energy
+$240.2K
3,885
减持
WFC
Wells Fargo
-$228.7K
8,874
-12%
增持
IBM
International Business Machines
-$226.9K
4,329
+0%
建仓
GEV
GE VERNOVA INC COM
+$213.4K
244
建仓
NCZ
VIRTUS CONVERTIBLE & INC FD II COM NEW
+$213.1K
15,890
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$203.3K
0
-100%
建仓
B
BARRICK MNG CORP COM SHS
+$203.1K
4,980
建仓
ENB
ENBRIDGE INC COM
+$202.8K
3,745
清仓
AXP
AMERICAN EXPRESS CO COM
-$200.1K
0
-100%
增持
NEM
NEWMONT CORP COM
+$198.1K
4,081
+67%
减持
HYT
BLACKROCK CORPOR HI YLD FD INC COM
-$196.1K
10,750
-67%
增持
UTG
REAVES UTIL INCOME FD COM SH BEN INT
+$193.8K
19,260
+25%
增持
PSA
Public Storage
+$183.4K
10,343
+3%
减持
META
Meta Platforms Inc.
-$183.1K
1,352
-7%
减持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
-$174.8K
4,535
-25%
减持
AVGO
BROADCOM INC COM
-$171.9K
4,305
-1%
增持
WMT
WALMART INC COM
+$155.6K
5,527
+16%
减持
HPQ
HP Inc.
-$154.1K
45,282
-1%
增持
V
VISA INC COM CL A
-$153.8K
3,958
+3%
增持
HD
Home Depot
+$150.6K
1,701
+43%
增持
JNJ
JOHNSON & JOHNSON COM
+$150.4K
1,988
+23%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$141.0K
1,256
-11%
减持
GOOG
Alphabet C
-$134.0K
4,010
-2%
减持
IWP
iShares Russell Mid-Cap Growth
-$133.7K
4,722
-12%
增持
MKTX
MarketAxess Holdings Inc.
-$133.0K
10,544
+2%
减持
IOO
iShares S&P Global 100
-$120.1K
6,320
-9%
减持
EUSA
iShares MSCI USA Equal Weight
-$119.2K
11,474
-8%
减持
SPGP
Invesco S&P 500 GARP
-$113.8K
5,932
-10%
减持
MOAT
VanEck Morningstar Wide Moat
-$112.4K
7,570
-7%
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$106.3K
2,089
+1%
增持
ORCL
ORACLE CORP COM
-$105.2K
2,214
+0%
增持
JQUA
JPMorgan US Quality Factor
-$101.4K
364,507
+3%
清仓
XNROX
NEUBERGER REAL ESTATE COM
-$99.4K
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC COM
-$90.2K
2,293
-4%
增持
GRNY
Fundstrat Granny Shots - US Large Cap
+$84.2K
28,774
+18%
增持
BGB
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN
+$82.8K
27,575
+45%
增持
TSLA
Tesla
-$82.4K
1,224
+2%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$80.7K
28,266
+0%
增持
BX
BLACKSTONE INC COM
-$76.1K
2,016
+1%
增持
PFN
PIMCO INCOME STRATEGY FD II COM
+$76.1K
41,300
+49%
减持
IWR
iShares Russell Mid-Cap
-$75.7K
6,896
-11%
减持
VO
Vanguard Mid Cap Index
-$73.4K
2,541
-8%
增持
UTF
COHEN & STEERS INFRASTRUCTURE COM
+$73.1K
14,260
+16%
增持
CSX
CSX CORP COM
+$65.4K
13,282
+0%
增持
OKE
ONEOK INC NEW COM
+$63.2K
3,551
+1%
增持
MPLX
MPLX LP COM UNIT REP LTD
+$63.1K
9,915
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$61.6K
10,627
+0%
减持
IWD
iShares Russell 1000 Value - ETF
-$59.7K
9,494
-4%
减持
IDMO
INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
-$59.1K
9,830
-9%
增持
ED
CONSOLIDATED EDISON INC COM
+$57.0K
2,549
+9%
增持
DLR
Digital Realty Trust
+$50.2K
1,813
+1%
减持
IVW
iShares S&P 500 Growth - ETF
-$48.3K
3,627
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$39.7K
2,966
+0%
增持
ABBV
Abbvie
-$32.6K
3,014
+0%
增持
BST
BLACKROCK SCIENCE & TECHNOLOGY SHS
-$31.9K
9,356
+2%
减持
TJX
TJX COS INC NEW COM
-$31.1K
2,687
-10%
减持
IWF
iShares Russell 1000 Growth
-$28.7K
602
-0%
减持
DAVEW
Dave Inc. - Warrants
-$27.4K
36,837
-14%
减持
PG
PROCTER & GAMBLE CO COM
-$27.0K
7,193
-3%
减持
IJH
iShares S&P Mid-Cap - ETF
-$24.4K
11,344
-5%
减持
WTV
WisdomTree US Value
-$23.6K
7,242
-5%
增持
SPYX
STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
-$22.2K
7,353
+0%
增持
SPY
STATE STREET SPDR S&P 500 ETF
-$18.3K
598
+0%
减持
SLYG
SPDR S&P 600 Small Cap Growth
-$17.4K
5,042
-6%
减持
CMCSA
Comcast
-$14.1K
7,560
-2%
增持
TMUS
T-Mobile US Inc.
+$13.2K
1,580
+1%
增持
NVDA
NVIDIA CORPORATION COM
-$12.1K
3,055
+5%
减持
IJK
iShares S&P Mid-Cap 400 Growth - ETF
+$11.6K
3,284
-0%
增持
GE
General Electric
-$10.5K
1,032
+5%
增持
MCD
MCDONALDS CORP COM
+$8.7K
1,501
+0%
增持
PM
PHILIP MORRIS INTL INC COM
+$6.5K
1,268
+0%
增持
HPE
Hewlett Packard Enterprise
-$5.9K
32,456
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP COM
+$4.3K
3,323
+1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$3.6K
1,867
-2%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.3K
6,536
+1%
