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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 129 项
建仓 13
增持 52
减持 55
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.5M
90,576
+16%
减持
TBIL
RBB FD INC
-$2.5M
338,857
-13%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
23,708
+292%
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。
减持
TSLA
TESLA INC
+$1.5M
11,155
-2%
建仓
BBBS
BONDBLOXX ETF TRUST
+$1.4M
28,205
减持
AMZN
AMAZON COM INC
+$1.3M
45,008
-2%
减持
SGOV
ISHARES TR
-$1.3M
124,473
-9%
增持
XCCC
BONDBLOXX ETF TRUST
+$1.1M
43,353
+168%
建仓
XTWO
BONDBLOXX ETF TRUST
+$1.0M
20,475
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$995.9K
0
-100%
增持
XEMD
BONDBLOXX ETF TRUST
+$916.3K
26,791
+474%
增持
XONE
BONDBLOXX ETF TRUST
+$899.2K
66,902
+38%
减持
XHLF
BONDBLOXX ETF TRUST
-$865.7K
238,905
-6%
建仓
XTRE
BONDBLOXX ETF TRUST
+$787.5K
16,148
清仓
—
SUPER MICRO COMPUTER INC
-$708.4K
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$565.8K
26,200
减持
V
VISA INC
+$511.0K
14,815
-2%
增持
AVGO
BROADCOM INC
+$481.2K
7,991
+1%
增持
—
SEABRIDGE GOLD INC
-$445.1K
127,059
+13%
减持
AMD
ADVANCED MICRO DEVICES INC
-$420.7K
7,064
-9%
建仓
ASHR
DBX ETF TR
+$397.1K
15,000
增持
COST
COSTCO WHSL CORP NEW
+$355.5K
5,956
+3%
建仓
BLK
BLACKROCK INC
+$337.3K
329
建仓
XLV
SELECT SECTOR SPDR TR
+$315.0K
2,289
清仓
—
BLACKROCK INC
-$312.4K
0
-100%
清仓
IEMG
ISHARES INC
-$301.1K
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$272.1K
0
-100%
减持
NKE
NIKE INC
-$269.7K
6,623
-24%
建仓
XTEN
BONDBLOXX ETF TRUST
+$265.4K
5,921
减持
JPM
JPMORGAN CHASE & CO.
+$261.8K
9,235
-0%
建仓
XB
BONDBLOXX ETF TRUST
+$254.1K
6,471
清仓
TLT
ISHARES TR
-$245.3K
0
-100%
建仓
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$238.7K
10,254
建仓
EW
EDWARDS LIFESCIENCES CORP
+$237.9K
3,213
建仓
BSJS
INVESCO EXCH TRD SLF IDX FD
+$227.8K
10,508
清仓
AMT
AMERICAN TOWER CORP NEW
-$217.4K
0
-100%
清仓
—
EDWARDS LIFESCIENCES CORP
-$212.0K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$206.0K
0
-100%
增持
CRM
SALESFORCE INC
+$205.0K
3,119
+2%
建仓
ITOT
ISHARES TR
+$201.8K
1,569
增持
WMT
WALMART INC
+$200.3K
18,886
+1%
减持
QCOM
QUALCOMM INC
-$198.3K
4,723
-13%
增持
AMGN
AMGEN INC
-$193.9K
4,530
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$190.7K
8,334
+40%
减持
LMT
LOCKHEED MARTIN CORP
-$188.1K
1,848
-1%
增持
MSFT
MICROSOFT CORP
-$173.9K
32,658
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$165.9K
1,777
+3%
增持
ABBV
ABBVIE INC
-$164.4K
10,031
+2%
增持
MS
MORGAN STANLEY
+$144.6K
5,802
+3%
减持
FLTR
VANECK ETF TRUST
-$143.7K
52,283
-10%
增持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$135.7K
47,179
+16%
减持
SBUX
STARBUCKS CORP
-$133.6K
9,872
-7%
增持
IRM
IRON MTN INC DEL
-$124.5K
9,121
+0%
减持
MA
MASTERCARD INCORPORATED
+$110.5K
3,730
-1%
减持
QQQ
INVESCO QQQ TR
+$110.3K
6,410
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$110.1K
3,456
-15%
增持
INDA
ISHARES TR
+$106.4K
14,289
+30%
增持
EPI
WISDOMTREE TR
+$102.4K
15,614
+30%
增持
VLO
VALERO ENERGY CORP
+$100.8K
3,917
+39%
减持
IOO
ISHARES TR
-$92.6K
2,464
-28%
减持
KO
COCA COLA CO
-$92.1K
6,334
-6%
增持
JNJ
JOHNSON & JOHNSON
-$91.9K
11,047
+6%
减持
PSX
PHILLIPS 66
-$91.0K
2,045
-17%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$89.5K
41,048
+25%
减持
SPDV
ETF SER SOLUTIONS
-$88.4K
13,172
-14%
减持
BA
BOEING CO
+$84.5K
3,740
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$81.7K
5,436
-19%
减持
TFLO
ISHARES TR
-$78.8K
14,262
-10%
减持
VTI
VANGUARD INDEX FDS
-$77.9K
1,189
-20%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$76.9K
17,432
+10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$75.5K
1,124
-14%
增持
EWJ
ISHARES INC
+$73.4K
9,319
+21%
增持
UNH
UNITEDHEALTH GROUP INC
-$70.8K
1,381
+5%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$66.4K
27,911
-8%
减持
DVY
ISHARES TR
-$65.7K
6,663
-4%
增持
FXI
ISHARES TR
+$63.1K
25,226
+14%
增持
LLY
ELI LILLY & CO
-$63.0K
927
+5%
增持
ILF
ISHARES TR
+$60.8K
22,448
+42%
增持
PANW
PALO ALTO NETWORKS INC
+$59.9K
4,460
+103%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$59.8K
8,655
+3%
减持
GOOG
ALPHABET INC
+$59.5K
2,852
-1%
增持
PM
PHILIP MORRIS INTL INC
+$55.7K
2,458
+24%
减持
CVX
CHEVRON CORP NEW
-$52.1K
1,433
-19%
增持
DOW
DOW INC
-$50.6K
12,800
+24%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$48.6K
1,524
+5%
减持
MRK
MERCK & CO INC
-$47.9K
2,722
-3%
增持
EIX
EDISON INTL
+$47.3K
6,944
+19%
减持
DIS
DISNEY WALT CO
+$46.9K
3,990
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.8K
2,143
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$43.3K
6,332
+0%
减持
HYGH
ISHARES U S ETF TR
-$43.1K
13,011
-4%
减持
VUG
VANGUARD INDEX FDS
+$40.9K
4,151
-4%
增持
PG
PROCTER AND GAMBLE CO
-$39.6K
7,163
+0%
增持
IGM
ISHARES TR
+$39.0K
3,051
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$39.0K
25,643
+8%
增持
ISRG
INTUITIVE SURGICAL INC
+$38.8K
896
+3%
减持
XLU
SELECT SECTOR SPDR TR
-$37.9K
4,993
-3%
减持
TRV
TRAVELERS COMPANIES INC
-$36.3K
1,043
-15%
减持
ORCL
ORACLE CORP
-$34.6K
4,659
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$31.3K
5,188
-1%
增持
QUAL
ISHARES TR
+$29.5K
2,410
+8%
增持
RTX
RTX CORPORATION
+$29.4K
7,024
+9%
减持
NVDA
NVIDIA CORPORATION
-$29.2K
69,936
-10%
减持
—
EATON CORP PLC
-$28.0K
1,123
-7%
增持
—
MATTERPORT INC
+$27.8K
110,000
+0%
减持
GOOGL
ALPHABET INC
+$27.3K
24,081
-12%
增持
GLD
SPDR GOLD TR
+$26.0K
1,286
+10%
减持
META
META PLATFORMS INC
+$25.3K
4,506
-1%
增持
DGRW
WISDOMTREE TR
+$25.2K
5,136
+9%
减持
MINT
PIMCO ETF TR
-$24.2K
4,992
-4%
减持
VGT
VANGUARD WORLD FD
+$24.1K
1,149
-2%
减持
BIL
SPDR SER TR
-$21.0K
9,977
-2%
减持
ADSK
AUTODESK INC
+$19.3K
1,648
-3%
减持
VOO
VANGUARD INDEX FDS
-$18.7K
932
-6%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$18.1K
4,237
-3%
增持
GDX
VANECK ETF TRUST
+$18.0K
17,866
+21%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$16.7K
35,841
-5%
减持
OEF
ISHARES TR
+$16.6K
2,312
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$14.4K
2,542
-4%
增持
—
EXXON MOBIL CORP
-$13.4K
2,603
+4%
增持
HD
HOME DEPOT INC
+$13.2K
7,794
+5%
增持
T
AT&T INC
+$13.2K
11,206
+2%
减持
CSCO
CISCO SYS INC
+$12.2K
8,272
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$11.0K
6,986
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$10.5K
9,014
-2%
增持
VDE
VANGUARD WORLD FD
+$7.2K
2,476
+3%
减持
MO
ALTRIA GROUP INC
-$3.7K
7,830
-3%
减持
GLW
CORNING INC
+$3.1K
4,630
-4%
增持
USMV
ISHARES TR
+$2.9K
5,930
+3%
