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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 146 项
建仓 29
增持 46
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.8M
78,747
+17%
增持
TBIL
RBB FD INC
+$4.3M
326,373
+35%
减持
XHLF
BONDBLOXX ETF TRUST
-$4.2M
277,940
-23%
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
NVDA
NVIDIA CORPORATION
+$2.3M
65,866
+926%
减持
SGOV
ISHARES TR
-$714.9K
160,096
-4%
增持
COST
COSTCO WHSL CORP NEW
+$707.7K
5,852
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$637.7K
2,818
+133%
减持
EXAS
EXACT SCIENCES CORP
-$592.4K
19,260
-0%
增持
GOOGL
ALPHABET INC
+$575.9K
18,888
+5%
增持
QQQ
INVESCO QQQ TR
+$539.4K
6,851
+11%
增持
AVGO
BROADCOM INC
+$490.7K
855
+34%
增持
XLU
SELECT SECTOR SPDR TR
+$486.7K
14,015
+94%
建仓
OEF
ISHARES TR
+$454.6K
1,720
建仓
PPI
INVESTMENT MANAGERS SER TR I
+$452.4K
30,362
建仓
RTX
RTX CORPORATION
+$435.2K
4,335
减持
XONE
BONDBLOXX ETF TRUST
-$434.3K
48,707
-15%
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$428.8K
23,078
建仓
INDA
ISHARES TR
+$426.8K
7,652
建仓
ISRG
INTUITIVE SURGICAL INC
+$425.3K
956
清仓
EEM
ISHARES TR
-$425.2K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$412.3K
5,673
增持
SBUX
STARBUCKS CORP
+$407.9K
12,062
+95%
建仓
FXI
ISHARES TR
+$398.8K
15,343
建仓
EPI
WISDOMTREE TR
+$398.4K
8,252
减持
MINT
PIMCO ETF TR
-$396.5K
10,117
-28%
建仓
HYGH
ISHARES U S ETF TR
+$389.7K
4,585
增持
PANW
PALO ALTO NETWORKS INC
+$388.0K
2,310
+66%
建仓
IVV
ISHARES TR
+$383.1K
700
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$379.9K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$373.7K
2,150
建仓
DOW
DOW INC
+$373.3K
7,037
增持
XLK
SELECT SECTOR SPDR TR
+$362.0K
4,308
+47%
建仓
EWJ
ISHARES INC
+$354.4K
5,194
清仓
EW
EDWARDS LIFESCIENCES CORP
-$349.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$348.9K
876
+50%
建仓
BIL
SPDR SER TR
+$333.5K
3,634
增持
FLTR
VANECK ETF TRUST
+$325.3K
30,754
+70%
建仓
ILF
ISHARES TR
+$300.0K
12,117
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$293.7K
6,711
建仓
—
EDWARDS LIFESCIENCES CORP
+$290.4K
3,144
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$286.9K
0
-100%
清仓
LQD
ISHARES TR
-$283.0K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$282.9K
3,235
增持
AMGN
AMGEN INC
+$282.8K
3,936
+12%
建仓
TFLO
ISHARES TR
+$279.3K
5,513
减持
CSCO
CISCO SYS INC
-$276.3K
18,732
-20%
建仓
EIX
EDISON INTL
+$273.5K
3,809
建仓
VLO
VALERO ENERGY CORP
+$272.1K
1,736
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$267.5K
23,803
+137%
建仓
GDX
VANECK ETF TRUST
+$267.3K
7,879
清仓
BOND
PIMCO ETF TR
-$264.1K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$260.7K
1,000
增持
GS
GOLDMAN SACHS GROUP INC
+$249.7K
1,443
+42%
减持
UPS
UNITED PARCEL SERVICE INC
-$249.3K
1,603
-49%
减持
VYM
VANGUARD WHITEHALL FDS
-$241.6K
4,856
-30%
清仓
ENB
ENBRIDGE INC
-$239.9K
0
-100%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$238.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$236.5K
0
-100%
建仓
IGM
ISHARES TR
+$233.7K
2,478
建仓
NOW
SERVICENOW INC
+$232.1K
295
清仓
GLW
CORNING INC
-$231.7K
0
-100%
增持
—
SEABRIDGE GOLD INC
-$229.1K
110,854
+4%
清仓
TSN
TYSON FOODS INC
-$226.1K
0
-100%
减持
—
MATTERPORT INC
+$223.4K
109,700
-16%
减持
MSFT
MICROSOFT CORP
+$222.1K
32,168
-3%
清仓
NEM
NEWMONT CORP
-$220.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$219.8K
1,103
+43%
减持
SPY
SPDR S&P 500 ETF TR
-$216.1K
5,764
-11%
增持
BA
BOEING CO
+$213.0K
5,229
+23%
清仓
ES
EVERSOURCE ENERGY
-$212.6K
0
-100%
减持
V
VISA INC
-$212.5K
15,173
-0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$209.8K
4,000
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$209.7K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$202.2K
2,806
建仓
QUAL
ISHARES TR
+$200.8K
1,176
增持
VZ
VERIZON COMMUNICATIONS INC
+$199.1K
23,403
+23%
增持
MS
MORGAN STANLEY
+$188.6K
4,601
+55%
减持
CVS
CVS HEALTH CORP
-$181.6K
3,803
-35%
增持
JNJ
JOHNSON & JOHNSON
+$176.8K
9,927
+16%
减持
T
AT&T INC
-$161.4K
18,500
-41%
增持
WMT
WALMART INC
+$159.6K
17,583
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$145.4K
13,659
-15%
增持
DIS
DISNEY WALT CO
+$143.8K
4,985
+66%
减持
AMZN
AMAZON COM INC
+$132.5K
46,980
-1%
减持
TSLA
TESLA INC
+$116.8K
11,474
-7%
增持
ABBV
ABBVIE INC
+$115.9K
9,727
+5%
减持
CMCSA
COMCAST CORP NEW
-$113.8K
9,641
-21%
减持
—
BLACKROCK INC
-$110.3K
400
-26%
减持
SPDV
ETF SER SOLUTIONS
-$110.2K
23,377
-13%
减持
INTC
INTEL CORP
-$106.5K
9,548
-11%
减持
VRSK
VERISK ANALYTICS INC
+$100.5K
2,268
-1%
增持
NKE
NIKE INC
+$95.0K
8,641
+43%
减持
MBB
ISHARES TR
-$91.1K
2,257
-32%
减持
DVY
ISHARES TR
-$85.2K
8,723
-9%
减持
ORCL
ORACLE CORP
+$77.7K
5,076
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$74.5K
6,097
+3%
增持
XCCC
BONDBLOXX ETF TRUST
+$73.0K
14,932
+17%
增持
VGT
VANGUARD WORLD FD
+$71.1K
1,302
+0%
增持
MA
MASTERCARD INCORPORATED
+$70.8K
4,209
+10%
减持
—
CRH PLC
-$67.0K
3,240
-13%
增持
CRM
SALESFORCE INC
+$62.8K
3,599
+25%
减持
GOOG
ALPHABET INC
+$62.1K
2,879
-1%
减持
—
MEDTRONIC PLC
-$61.2K
2,976
-17%
减持
EMR
EMERSON ELEC CO
-$59.6K
4,889
-7%
增持
AMD
ADVANCED MICRO DEVICES INC
-$58.0K
8,164
+1%
减持
EFA
ISHARES TR
-$56.8K
3,425
-17%
减持
PG
PROCTER AND GAMBLE CO
+$55.6K
7,343
-1%
减持
COF
CAPITAL ONE FINL CORP
-$53.0K
1,695
-17%
增持
VTI
VANGUARD INDEX FDS
+$52.5K
1,482
+11%
减持
CVX
CHEVRON CORP NEW
-$51.5K
3,701
-5%
减持
QCOM
QUALCOMM INC
+$51.4K
2,354
-1%
增持
META
META PLATFORMS INC
+$45.6K
4,287
+6%
减持
GILD
GILEAD SCIENCES INC
-$40.7K
5,650
-9%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$40.2K
5,123
-13%
减持
NFLX
NETFLIX INC
-$39.9K
485
-17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.8K
6,885
+11%
增持
VOO
VANGUARD INDEX FDS
+$39.0K
1,025
+3%
减持
TRV
TRAVELERS COMPANIES INC
-$35.7K
1,383
-4%
减持
IWF
ISHARES TR
+$35.5K
2,240
-3%
增持
IEMG
ISHARES INC
+$29.8K
5,845
+8%
增持
XLE
SELECT SECTOR SPDR TR
-$29.5K
5,983
+2%
减持
MTB
M & T BK CORP
+$28.1K
2,950
-5%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$27.2K
36,612
+1%
减持
BAC
BANK AMERICA CORP
-$26.5K
7,088
-16%
增持
IOO
ISHARES TR
+$23.8K
3,437
+0%
减持
SRE
SEMPRA
+$20.1K
4,890
-4%
减持
MRK
MERCK & CO INC
-$19.7K
3,001
-3%
减持
MO
ALTRIA GROUP INC
-$16.2K
8,095
-13%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$16.0K
2,086
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$15.7K
9,734
-3%
减持
TXN
TEXAS INSTRS INC
-$15.4K
1,460
-17%
减持
KO
COCA COLA CO
+$14.4K
7,834
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.7K
2,353
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$10.0K
1,870
-2%
减持
ADSK
AUTODESK INC
-$9.8K
2,385
-4%
减持
ADBE
ADOBE INC
+$8.8K
565
-10%
减持
AXP
AMERICAN EXPRESS CO
+$8.6K
1,382
-3%
增持
HD
HOME DEPOT INC
+$8.2K
7,911
+1%
增持
IWM
ISHARES TR
+$7.9K
1,395
+3%
减持
AEE
AMEREN CORP
-$5.8K
2,936
-1%
减持
—
EATON CORP PLC
-$5.8K
1,299
-0%
增持
GLD
SPDR GOLD TR
-$5.0K
1,184
+0%
增持
—
EXXON MOBIL CORP
-$3.9K
2,562
+4%
减持
GSY
POWERSHARES ACTIVELY MANAGED
-$2.5K
4,970
-1%
减持
PM
PHILIP MORRIS INTL INC
-$2.0K
2,951
-12%
减持
IRM
IRON MTN INC DEL
-$908
9,393
-15%
