小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Strait & Sound Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strait & Sound Wealth Management LLC
报告期 2026-03-31 · CIK 0001966210
持仓数
172
前50大市值合计
$210.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 116 项
建仓 30
增持 39
减持 41
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
XHLF
BONDBLOXX ETF TRUST
+$6.2M
123,254
增持
AAPL
APPLE INC
-$836.1K
62,025
+5%
增持
CSCO
CISCO SYS INC
+$671.2K
22,732
+114%
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。
建仓
CVX
CHEVRON CORP NEW
+$666.8K
3,955
建仓
IWF
ISHARES TR
+$591.8K
2,225
增持
ABBV
ABBVIE INC
+$553.1K
9,421
+49%
增持
XONE
BONDBLOXX ETF TRUST
+$527.8K
48,979
+28%
建仓
PSX
PHILLIPS 66
+$525.1K
4,370
建仓
CMCSA
COMCAST CORP NEW
+$525.0K
11,841
建仓
EMR
EMERSON ELEC CO
+$508.9K
5,269
建仓
UPS
UNITED PARCEL SERVICE INC
+$500.7K
3,212
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$495.4K
6,266
+119%
建仓
AVGO
BROADCOM INC
+$489.2K
589
建仓
GILD
GILEAD SCIENCES INC
+$480.3K
6,409
增持
MSFT
MICROSOFT CORP
-$432.3K
31,522
+3%
增持
JPM
JPMORGAN CHASE & CO
+$419.3K
10,114
+40%
建仓
MO
ALTRIA GROUP INC
+$409.8K
9,745
建仓
MTB
M & T BK CORP
+$396.4K
3,135
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$371.9K
6,507
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$361.2K
6,224
建仓
SRE
SEMPRA
+$355.1K
5,220
建仓
—
BLACKROCK INC
+$351.7K
544
建仓
MBB
ISHARES TR
+$344.5K
3,880
建仓
PM
PHILIP MORRIS INTL INC
+$322.7K
3,486
增持
LMT
LOCKHEED MARTIN CORP
+$295.8K
2,090
+72%
建仓
—
MEDTRONIC PLC
+$295.0K
3,765
增持
T
AT&T INC
+$291.0K
36,025
+130%
建仓
EFA
ISHARES TR
+$285.3K
4,140
建仓
LLY
ELI LILLY & CO
+$277.4K
516
减持
TSLA
TESLA INC
-$276.2K
11,767
-4%
建仓
ENB
ENBRIDGE INC
+$244.8K
7,300
建仓
GLW
CORNING INC
+$240.0K
7,875
减持
VZ
VERIZON COMMUNICATIONS INC
-$235.5K
20,061
-16%
建仓
TRV
TRAVELERS COMPANIES INC
+$234.8K
1,438
清仓
DUK
DUKE ENERGY CORP NEW
-$233.3K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$232.6K
4,731
+27%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$232.2K
3,090
增持
JNJ
JOHNSON & JOHNSON
+$226.5K
9,263
+26%
建仓
BAC
BANK AMERICA CORP
+$225.4K
8,233
增持
CVS
CVS HEALTH CORP
+$221.2K
6,795
+86%
清仓
MCD
MCDONALDS CORP
-$221.1K
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$220.1K
9,065
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$211.5K
0
-100%
清仓
CMS
CMS ENERGY CORP
-$210.9K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$209.6K
3,639
建仓
TSN
TYSON FOODS INC
+$208.5K
4,130
建仓
COF
CAPITAL ONE FINL CORP
+$208.2K
2,145
增持
GOOGL
ALPHABET INC
+$203.7K
17,656
+0%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$203.4K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$203.2K
0
-100%
建仓
IYW
ISHARES TR
+$200.6K
1,912
减持
—
MATTERPORT INC
-$198.1K
198,350
-1%
减持
—
SEABRIDGE GOLD INC
-$164.8K
103,465
-1%
减持
AMGN
AMGEN INC
+$159.3K
3,650
-1%
增持
HD
HOME DEPOT INC
+$157.3K
7,870
+10%
减持
NFLX
NETFLIX INC
-$139.8K
773
-21%
减持
NEE
NEXTERA ENERGY INC
-$128.4K
6,446
-4%
减持
AMZN
AMAZON COM INC
-$128.2K
39,258
-0%
减持
V
VISA INC
-$118.5K
15,237
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$113.5K
8,182
-2%
增持
SPY
SPDR S&P 500 ETF TR
-$106.7K
6,780
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$101.9K
5,942
+11%
增持
MINT
PIMCO ETF TR
+$89.9K
11,370
+8%
减持
QCOM
QUALCOMM INC
-$82.6K
2,515
-17%
减持
COST
COSTCO WHSL CORP NEW
+$79.8K
4,902
-2%
减持
PG
PROCTER AND GAMBLE CO
-$77.1K
7,709
-3%
减持
DIS
DISNEY WALT CO
-$72.4K
3,400
-13%
减持
VGT
VANGUARD WORLD FDS
-$69.1K
1,287
-6%
减持
AMT
AMERICAN TOWER CORP NEW
-$65.3K
1,274
-10%
增持
BA
BOEING CO
-$62.3K
4,412
+3%
增持
ORCL
ORACLE CORP
-$61.1K
4,651
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$60.3K
2,333
-10%
增持
—
EXXON MOBIL CORP
+$59.6K
2,787
+11%
增持
VOO
VANGUARD INDEX FDS
+$59.0K
767
+29%
增持
META
META PLATFORMS INC
+$58.6K
4,041
+0%
减持
TXN
TEXAS INSTRS INC
-$58.2K
1,999
-4%
减持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$56.6K
21,968
-10%
增持
IEMG
ISHARES INC
+$55.7K
9,300
+18%
减持
ES
EVERSOURCE ENERGY
-$51.0K
3,668
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$48.1K
7,299
-0%
减持
KO
COCA COLA CO
-$45.3K
8,374
-2%
减持
EEM
ISHARES TR
-$44.9K
20,500
-1%
减持
CRM
SALESFORCE INC
-$40.9K
2,803
-3%
减持
NVDA
NVIDIA CORPORATION
+$40.6K
10,917
-2%
增持
NKE
NIKE INC
-$39.7K
4,906
+6%
减持
SPDV
ETF SER SOLUTIONS
-$36.7K
27,762
-1%
增持
QQQ
INVESCO QQQ TR
+$35.9K
5,236
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$34.9K
5,868
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$34.1K
5,942
-1%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$33.8K
35,750
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$33.5K
1,347
-1%
减持
CHD
CHURCH & DWIGHT CO INC
-$33.4K
2,869
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$32.5K
647
+6%
增持
MRK
MERCK & CO INC
-$31.0K
2,906
+2%
增持
FLTR
VANECK ETF TRUST
+$30.9K
21,792
+6%
减持
IRM
IRON MTN INC DEL
+$30.6K
12,337
-0%
减持
AEE
AMEREN CORP
-$27.9K
3,039
-3%
增持
AXP
AMERICAN EXPRESS CO
-$27.9K
1,427
+3%
增持
ADBE
ADOBE INC
+$25.3K
696
+3%
减持
GOOG
ALPHABET INC
+$24.6K
2,818
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$22.9K
1,167
-6%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$22.5K
16,643
+2%
减持
MA
MASTERCARD INCORPORATED
-$20.7K
3,931
-2%
减持
INTC
INTEL CORP
+$19.6K
11,242
-1%
增持
SBUX
STARBUCKS CORP
+$18.7K
6,514
+12%
增持
WMT
WALMART INC
+$18.2K
5,910
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$17.0K
2,940
+2%
减持
ADSK
AUTODESK INC
-$15.9K
1,963
-5%
减持
VTI
VANGUARD INDEX FDS
-$14.3K
1,340
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$10.8K
1,098
-0%
减持
—
EATON CORP PLC
+$10.0K
1,302
-2%
增持
MS
MORGAN STANLEY
-$8.4K
3,169
+1%
增持
—
LXP INDUSTRIAL TRUST
-$8.3K
10,208
+0%
增持
DVY
ISHARES TR
-$5.7K
9,013
+5%
增持
LQD
ISHARES TR
+$3.3K
2,867
+7%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$443
5,024
-0%
