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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 139 项
建仓 11
增持 49
减持 65
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
TBIL
RBB FD INC
+$3.1M
387,864
+19%
减持
SGOV
ISHARES TR
-$2.4M
136,628
-15%
减持
AAPL
APPLE INC
+$1.6M
78,227
-1%
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
+$1.3M
77,577
+18%
减持
XHLF
BONDBLOXX ETF TRUST
-$1.1M
254,837
-8%
增持
GOOGL
ALPHABET INC
+$1.1M
27,321
+45%
增持
HYGH
ISHARES U S ETF TR
+$776.8K
13,527
+195%
建仓
—
SUPER MICRO COMPUTER INC
+$708.4K
2,745
减持
TSLA
TESLA INC
+$706.6K
11,379
-1%
增持
FLTR
VANECK ETF TRUST
+$689.7K
57,882
+88%
减持
IWF
ISHARES TR
-$606.3K
560
-75%
增持
BIL
SPDR SER TR
+$599.7K
10,165
+180%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$548.6K
15,875
+219%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$548.3K
1,309
-54%
减持
XLU
SELECT SECTOR SPDR TR
-$539.1K
5,148
-63%
建仓
USMV
ISHARES TR
+$523.7K
5,735
增持
TFLO
ISHARES TR
+$519.3K
15,782
+186%
减持
AMZN
AMAZON COM INC
-$518.5K
45,942
-2%
减持
MINT
PIMCO ETF TR
-$493.2K
5,215
-48%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$479.5K
8,412
+160%
增持
QCOM
QUALCOMM INC
+$455.0K
5,433
+131%
增持
META
META PLATFORMS INC
+$451.7K
4,565
+6%
增持
MSFT
MICROSOFT CORP
-$438.4K
32,394
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$433.2K
6,330
+4%
减持
CSCO
CISCO SYS INC
-$412.5K
8,972
-52%
清仓
UBER
UBER TECHNOLOGIES INC
-$412.3K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$396.4K
3,822
建仓
DGRW
WISDOMTREE TR
+$390.4K
4,692
清仓
GILD
GILEAD SCIENCES INC
-$387.6K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$377.5K
0
-100%
增持
—
SEABRIDGE GOLD INC
+$377.2K
112,853
+2%
减持
BA
BOEING CO
-$374.3K
3,798
-27%
清仓
SRE
SEMPRA
-$371.9K
0
-100%
增持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$355.1K
40,508
+76%
增持
RTX
RTX CORPORATION
+$348.1K
6,465
+49%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$334.1K
6,897
+0%
减持
PSX
PHILLIPS 66
-$327.1K
2,465
-47%
增持
GDX
VANECK ETF TRUST
+$320.5K
14,762
+87%
减持
CVX
CHEVRON CORP NEW
-$319.2K
1,763
-52%
增持
WMT
WALMART INC
+$315.5K
18,651
+6%
增持
FXI
ISHARES TR
+$306.0K
22,176
+45%
清仓
INTC
INTEL CORP
-$295.7K
0
-100%
减持
HD
HOME DEPOT INC
+$295.2K
7,449
-6%
建仓
VDE
VANGUARD WORLD FD
+$293.1K
2,394
清仓
IWM
ISHARES TR
-$283.0K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$281.9K
0
-100%
增持
ABBV
ABBVIE INC
+$278.6K
9,859
+1%
清仓
EFA
ISHARES TR
-$268.3K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$264.8K
9,174
-33%
建仓
TLT
ISHARES TR
+$245.3K
2,500
减持
IRM
IRON MTN INC DEL
+$241.4K
9,116
-3%
增持
JNJ
JOHNSON & JOHNSON
+$238.6K
10,426
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$237.2K
2,642
-46%
清仓
COF
CAPITAL ONE FINL CORP
-$234.7K
0
-100%
清仓
—
MEDTRONIC PLC
-$234.2K
0
-100%
增持
EIX
EDISON INTL
+$233.6K
5,823
+53%
清仓
NOW
SERVICENOW INC
-$232.1K
0
-100%
减持
EMR
EMERSON ELEC CO
-$231.1K
2,811
-43%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$225.2K
6,055
清仓
CVS
CVS HEALTH CORP
-$224.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$219.4K
0
-100%
增持
INDA
ISHARES TR
+$218.9K
11,033
+44%
建仓
AMT
AMERICAN TOWER CORP NEW
+$217.4K
935
建仓
GLW
CORNING INC
+$216.9K
4,805
减持
LMT
LOCKHEED MARTIN CORP
+$212.6K
1,858
-1%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$208.0K
32,970
+39%
增持
UNH
UNITEDHEALTH GROUP INC
+$207.7K
1,316
+19%
清仓
MBB
ISHARES TR
-$207.2K
0
-100%
增持
EPI
WISDOMTREE TR
+$206.1K
11,979
+45%
建仓
ES
EVERSOURCE ENERGY
+$206.0K
3,027
建仓
XEMD
BONDBLOXX ETF TRUST
+$200.2K
4,671
增持
GS
GOLDMAN SACHS GROUP INC
+$199.0K
1,720
+19%
增持
QUAL
ISHARES TR
+$198.8K
2,229
+90%
增持
EWJ
ISHARES INC
+$197.4K
7,714
+49%
增持
OEF
ISHARES TR
+$196.6K
2,353
+37%
增持
DOW
DOW INC
+$191.0K
10,329
+47%
减持
V
VISA INC
+$188.6K
15,170
-0%
减持
SPDV
ETF SER SOLUTIONS
-$186.2K
15,402
-34%
增持
AMGN
AMGEN INC
+$145.0K
4,267
+8%
增持
MS
MORGAN STANLEY
+$137.6K
5,610
+22%
减持
COST
COSTCO WHSL CORP NEW
+$127.4K
5,755
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$127.4K
5,245
-9%
减持
ADSK
AUTODESK INC
-$122.4K
1,698
-29%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$121.3K
1,453
-32%
增持
NKE
NIKE INC
+$119.5K
8,720
+1%
减持
QQQ
INVESCO QQQ TR
-$115.8K
6,488
-5%
减持
DVY
ISHARES TR
-$114.8K
6,963
-20%
减持
T
AT&T INC
-$111.5K
11,000
-41%
增持
ILF
ISHARES TR
+$108.6K
15,771
+30%
增持
VLO
VALERO ENERGY CORP
+$107.3K
2,810
+62%
减持
MTB
M & T BK CORP
-$101.8K
1,935
-34%
增持
VZ
VERIZON COMMUNICATIONS INC
+$99.3K
23,702
+1%
减持
DIS
DISNEY WALT CO
-$97.5K
4,131
-17%
减持
SBUX
STARBUCKS CORP
+$95.4K
10,610
-12%
减持
ORCL
ORACLE CORP
+$94.2K
4,759
-6%
减持
CRM
SALESFORCE INC
-$87.7K
3,060
-15%
增持
XCCC
BONDBLOXX ETF TRUST
+$86.1K
16,187
+8%
增持
—
EDWARDS LIFESCIENCES CORP
-$78.4K
3,213
+2%
增持
NEE
NEXTERA ENERGY INC
+$76.3K
5,561
+0%
减持
VRSK
VERISK ANALYTICS INC
-$75.4K
2,000
-12%
减持
NFLX
NETFLIX INC
-$62.8K
373
-23%
减持
XLK
SELECT SECTOR SPDR TR
-$60.9K
4,047
-6%
减持
VGT
VANGUARD WORLD FD
-$60.4K
1,177
-10%
减持
PM
PHILIP MORRIS INTL INC
-$58.9K
1,978
-33%
减持
MRK
MERCK & CO INC
-$52.9K
2,806
-6%
减持
VUG
VANGUARD INDEX FDS
-$50.5K
4,331
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$50.4K
7,764
-5%
减持
IVV
ISHARES TR
-$47.4K
582
-17%
增持
GOOG
ALPHABET INC
-$44.4K
2,893
+0%
增持
IGM
ISHARES TR
+$38.8K
2,840
+15%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$38.1K
37,716
+3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$34.5K
4,367
-15%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$33.9K
2,340
-1%
减持
CMS
CMS ENERGY CORP
+$32.8K
3,393
-2%
减持
MCD
MCDONALDS CORP
+$32.0K
772
-3%
减持
PANW
PALO ALTO NETWORKS INC
-$31.5K
2,199
-5%
减持
GLD
SPDR GOLD TR
+$30.8K
1,174
-1%
减持
PG
PROCTER AND GAMBLE CO
+$29.5K
7,162
-2%
增持
VTI
VANGUARD INDEX FDS
+$26.0K
1,492
+1%
减持
ADBE
ADOBE INC
-$25.0K
558
-1%
减持
—
CRH PLC
-$24.5K
2,355
-27%
减持
XLE
SELECT SECTOR SPDR TR
-$22.1K
5,959
-0%
减持
AXP
AMERICAN EXPRESS CO
-$19.8K
1,107
-20%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$18.5K
30,366
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$16.9K
9,257
-5%
增持
LLY
ELI LILLY & CO
-$14.2K
879
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$13.8K
8,320
-5%
减持
KO
COCA COLA CO
-$12.2K
6,769
-14%
减持
IEMG
ISHARES INC
-$11.8K
5,245
-10%
增持
SMH
VANECK ETF TRUST
+$9.3K
1,100
+10%
减持
VOO
VANGUARD INDEX FDS
+$8.2K
987
-4%
减持
—
EATON CORP PLC
-$6.6K
1,209
-7%
减持
TRV
TRAVELERS COMPANIES INC
+$6.3K
1,228
-11%
减持
ISRG
INTUITIVE SURGICAL INC
+$3.6K
873
-9%
减持
MA
MASTERCARD INCORPORATED
-$3.0K
3,754
-11%
减持
XONE
BONDBLOXX ETF TRUST
+$2.9K
48,360
-1%
减持
—
BLACKROCK INC
-$2.5K
329
-18%
减持
—
EXXON MOBIL CORP
-$1.5K
2,503
-2%
增持
AVGO
BROADCOM INC
-$1.4K
7,950
+830%
