13FBOX
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

No.4907 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.96亿
环比变动 Q1 2026
+$5,591.6万+16.4%
持仓股票数
142
新买入
11
加仓
77
减仓
25
清仓
5
持股不变
29
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
PPIMCO太平洋投资管理ETFTIPZ
8.16%$3,231.9万60.6万股$00股+60.6万股新买入
PPIMCO太平洋投资管理ETFBILZ
7.25%8.28%$2,872.4万28.5万股$2,818.4万27.9万股+5,457股+1.95%加仓
J摩根大通交易所交易基金JQUA
6.77%6.57%$2,683.9万37.1万股$2,235.2万36.5万股+6,815股+1.87%加仓
DDOUBLELINE ETF TRUSTCAPE
6.61%7.36%$2,620.7万80.8万股$2,503.3万81.1万股-3,444股-0.42%减仓
F富达·ENHANCED LARGE CAP CORE ETFFBCV
4.57%4.5%$1,810.0万44.6万股$1,532.4万42.6万股+2.0万股+4.67%加仓
IiShares安硕信托USMV
4.26%4.69%$1,688.0万17.5万股$1,596.1万17.2万股+2,889股+1.68%加仓
I景顺交易所交易基金信托RSP
3.87%3.84%$1,531.9万7.2万股$1,306.2万6.8万股+3,938股+5.79%加仓
I景顺·S&P 500 EQUAL WEIGHT HEALTH CARE ETFRSPH
3.81%3.91%$1,510.5万45.5万股$1,329.7万44.0万股+1.5万股+3.34%加仓
S嘉信策略信托SCHD
3.75%4.17%$1,485.1万46.8万股$1,418.0万46.2万股+6,139股+1.33%加仓
苹果AAPL
3.43%3.37%$1,357.9万4.7万股$1,148.0万4.5万股+1,694股+3.74%加仓
WWISDOMTREE U.S. MULTIFACTOR FUNDUSMF
2.63%5.2%$1,043.7万19.2万股$1,768.3万35.8万股-16.6万股-46.27%减仓
PPIMCO EQUITY SERMFUS
2.36%$934.5万13.9万股$00股+13.9万股新买入
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
2.19%1.71%$867.2万13.4万股$580.5万12.8万股+6,188股+4.82%加仓
ALTRIAMO
2.09%2.21%$827.1万11.5万股$751.3万11.4万股+1,099股+0.97%加仓
诺华NVS
1.98%2.24%$785.8万5.0万股$763.8万5.0万股+137股+0.27%加仓
HUNTINGTON INGALLS INDS COMHII
1.76%2.77%$699.1万2.5万股$944.0万2.5万股+131股+0.53%加仓
GGILEAD SCIENCES COMGILD
1.73%2.2%$685.7万5.4万股$749.3万5.4万股+510股+0.95%加仓
洛克希德马丁LMT
1.61%2.19%$637.5万1.3万股$745.1万1.2万股+185股+1.50%加仓
GSK SPONSORED ADRGSK
1.59%1.93%$628.3万12.0万股$656.2万11.9万股+968股+0.81%加仓
默沙东MRK
1.56%1.68%$618.3万4.8万股$570.7万4.7万股+669股+1.41%加仓
DOLLAR GEN NEWDG
1.24%1.45%$489.8万4.3万股$493.2万4.2万股+1,011股+2.43%加仓
思科CSCO
1.11%0.86%$438.4万3.7万股$292.2万3.8万股-336股-0.89%减仓
HOULIHAN LOKEYHLI
0.98%1.2%$387.2万2.9万股$408.0万2.8万股+463股+1.63%加仓
V先锋领航指数基金VOO
0.98%0.92%$386.3万5,625股$314.6万5,265股+360股+6.84%加仓
亚马逊AMZN
0.85%0.83%$337.5万1.4万股$283.7万1.4万股+535股+3.93%加仓
PUBLIC STORAGE COMPSA
0.85%0.82%$335.7万1.1万股$280.2万1.0万股+204股+1.97%加仓
谷歌AGOOGL
0.82%0.9%$325.1万9,098股$307.2万1.1万股-1,585股-14.84%减仓
IiShares安硕信托IVV
0.8%0.8%$317.8万4,244股$273.3万4,184股+60股+1.43%加仓
万事达MA
0.78%0.88%$308.3万6,003股$299.6万5,997股+6股+0.10%加仓
微软MSFT
0.75%0.86%$295.8万7,929股$291.8万7,883股+46股+0.58%加仓
辉瑞PFE
0.73%0.99%$287.8万12.0万股$338.5万12.1万股-1,038股-0.86%减仓
GGENPACT LIMITEDG
0.72%1.12%$284.6万10.3万股$380.7万10.2万股+1,283股+1.26%加仓
PPROFESIONALLY MANAGED PORTFOAKRE
0.68%0.86%$268.1万5.0万股$294.3万5.6万股-5,285股-9.49%减仓
摩根大通JPM
0.65%0.67%$256.3万7,831股$229.7万7,807股+24股+0.31%加仓
IiShares安硕·S&P 100 ETFIWO
0.62%0.63%$246.4万6,735股$214.4万6,740股-5股-0.07%减仓
ROSS STORES COMROST
0.59%0.71%$235.5万1.1万股$242.8万1.1万股-143股-1.28%减仓
IiShares安硕信托IWD
0.58%0.6%$230.0万9,489股$202.9万9,494股-5股-0.05%减仓
COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH
0.54%1.03%$214.7万5.5万股$349.3万5.7万股-1,512股-2.66%减仓
博通AVGO
0.41%0.39%$163.8万4,337股$133.3万4,305股+32股+0.74%加仓
慧与HPEHPE
0.37%0.23%$146.8万3.3万股$77.3万3.2万股+86股+0.26%加仓
AAlphabet Inc Class CGOOG
0.36%0.34%$143.4万4,059股$115.0万4,010股+49股+1.22%加仓
VisaV
0.34%0.35%$135.8万3,958股$119.6万3,958股00.00%持仓不变
I景顺QQQ信托VOO
0.34%0.21%$135.7万1,843股$72.5万1,256股+587股+46.74%加仓
IiShares安硕EUSA
0.33%0.34%$131.2万1.1万股$116.8万1.1万股+14股+0.12%加仓
IIBMIBM
0.3%0.31%$119.5万4,251股$104.9万4,329股-78股-1.80%减仓
埃森哲ACN
0.29%0.52%$114.1万9,170股$176.0万8,878股+292股+3.29%加仓
G通用动力VTI
0.28%0.28%$110.1万2,974股$95.1万2,966股+8股+0.27%加仓
宝洁PG
0.26%0.31%$103.0万7,026股$103.9万7,193股-167股-2.32%减仓
惠普HPQ
0.25%0.26%$99.5万4.5万股$87.0万4.5万股+80股+0.18%加仓
IiShares安硕·GOLD TRUST MICROIAUM
0.25%0.33%$97.5万2.4万股$113.8万2.4万股00.00%持仓不变

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