WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
HIGHLAND PARK IL · SEC CIK 0001812177
$3.96亿2026Q2 申报市值
142持仓数
52.5%前十大占比 · 第一大 8.2%
10 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
STPZ 新建仓+$3,231.92万
MFUS 新建仓+$934.46万
RSP 加仓+$83.79万
FMDE 加仓+$80.80万
BILZ 加仓+$55.08万
2026Q2 卖出最多 按季末市值估算
USMF 减仓-$898.78万
EXXON MOBIL CORP 清仓-$120.89万
MKTX 减仓-$84.30万
GOOGL 减仓-$56.64万
PEP 减仓-$30.32万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $110.06万 | 0.28% | 2,974 | 8 | 0.3% | $2,961 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $114.11万 | 0.29% | 9,170 | 292 | 3.3% | $3.63万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $119.55万 | 0.30% | 4,251 | -78 | -1.8% | -$2.19万 | 减仓 |
| EUSA | ISHARES INC | $131.18万 | 0.33% | 11,488 | 14 | 0.1% | $1,599 | 加仓 |
| QQQ | INVESCO QQQ TR | $135.74万 | 0.34% | 1,843 | 587 | 46.7% | $43.23万 | 加仓 |
| V | VISA INC | $135.79万 | 0.34% | 3,958 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $143.40万 | 0.36% | 4,059 | 49 | 1.2% | $1.73万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $146.80万 | 0.37% | 32,542 | 86 | 0.3% | $3,879 | 加仓 |
| AVGO | BROADCOM INC | $163.83万 | 0.41% | 4,337 | 32 | 0.7% | $1.21万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $214.68万 | 0.54% | 55,431 | -1,512 | -2.7% | -$5.86万 | 减仓 |
| IWD | ISHARES TR | $230.04万 | 0.58% | 9,489 | -5 | -0.1% | -$1,212 | 减仓 |
| ROST | ROSS STORES INC | $235.55万 | 0.59% | 11,066 | -143 | -1.3% | -$3.04万 | 减仓 |
| OEF | ISHARES TR | $246.41万 | 0.62% | 6,735 | -5 | -0.1% | -$1,829 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $256.34万 | 0.65% | 7,831 | 24 | 0.3% | $7,856 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $268.10万 | 0.68% | 50,404 | -5,285 | -9.5% | -$28.11万 | 减仓 |
| G | GENPACT LIMITED | $284.58万 | 0.72% | 103,485 | 1,283 | 1.3% | $3.53万 | 加仓 |
| PFE | PFIZER INC | $287.80万 | 0.73% | 119,517 | -1,038 | -0.9% | -$2.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $295.77万 | 0.75% | 7,929 | 46 | 0.6% | $1.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $308.33万 | 0.78% | 6,003 | 6 | 0.1% | $3,082 | 加仓 |
| IVV | ISHARES TR | $317.84万 | 0.80% | 4,244 | 60 | 1.4% | $4.49万 | 加仓 |
| GOOGL | ALPHABET INC | $325.14万 | 0.82% | 9,098 | -1,585 | -14.8% | -$56.64万 | 减仓 |
| PSA | PUBLIC STORAGE | $335.73万 | 0.85% | 10,547 | 204 | 2.0% | $6.49万 | 加仓 |
| AMZN | AMAZON COM INC | $337.48万 | 0.85% | 14,159 | 535 | 3.9% | $12.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $386.31万 | 0.98% | 5,625 | 360 | 6.8% | $24.72万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $387.23万 | 0.98% | 28,870 | 463 | 1.6% | $6.21万 | 加仓 |
| CSCO | CISCO SYS INC | $438.37万 | 1.11% | 37,321 | -336 | -0.9% | -$3.95万 | 减仓 |
| DG | DOLLAR GEN CORP | $489.78万 | 1.24% | 42,549 | 1,011 | 2.4% | $11.64万 | 加仓 |
| MRK | MERCK & CO INC | $618.25万 | 1.56% | 48,113 | 669 | 1.4% | $8.60万 | 加仓 |
| GSK | GSK PLC | $628.34万 | 1.59% | 119,866 | 968 | 0.8% | $5.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $637.51万 | 1.61% | 12,514 | 185 | 1.5% | $9.42万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $685.72万 | 1.73% | 54,276 | 510 | 0.9% | $6.44万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $699.13万 | 1.76% | 24,979 | 131 | 0.5% | $3.67万 | 加仓 |
| NVS | NOVARTIS AG | $785.78万 | 1.98% | 50,139 | 137 | 0.3% | $2.15万 | 加仓 |
| MO | ALTRIA GROUP INC | $827.11万 | 2.09% | 114,956 | 1,099 | 1.0% | $7.91万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $867.16万 | 2.19% | 134,444 | 6,188 | 4.8% | $39.91万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $934.46万 | 2.36% | 139,119 | 139,119 | — | $934.46万 | 新建仓 |
| USMF | WISDOMTREE TR | $1,043.72万 | 2.63% | 192,415 | -165,695 | -46.3% | -$898.78万 | 减仓 |
| AAPL | APPLE INC | $1,357.90万 | 3.43% | 46,928 | 1,694 | 3.7% | $49.02万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,485.09万 | 3.75% | 468,335 | 6,139 | 1.3% | $19.47万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $1,510.55万 | 3.81% | 455,121 | 14,727 | 3.3% | $48.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,531.86万 | 3.87% | 71,996 | 3,938 | 5.8% | $83.79万 | 加仓 |
| USMV | ISHARES TR | $1,687.96万 | 4.26% | 174,990 | 2,889 | 1.7% | $27.87万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,810.04万 | 4.57% | 446,041 | 19,911 | 4.7% | $80.80万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $2,620.73万 | 6.61% | 807,928 | -3,444 | -0.4% | -$11.17万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $2,683.91万 | 6.77% | 371,322 | 6,815 | 1.9% | $49.26万 | 加仓 |
| BILZ | PIMCO ETF TR | $2,872.36万 | 7.25% | 284,589 | 5,457 | 2.0% | $55.08万 | 加仓 |
| STPZ | PIMCO ETF TR | $3,231.92万 | 8.16% | 605,911 | 605,911 | — | $3,231.92万 | 新建仓 |