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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 140 项
建仓 12
增持 69
减持 45
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
TBIL
RBB FD INC
-$4.8M
242,215
-29%
减持
XHLF
BONDBLOXX ETF TRUST
-$4.1M
157,029
-34%
增持
BBBS
BONDBLOXX ETF TRUST
+$2.1M
69,553
+147%
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
-$2.0M
9,593
-14%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
73,307
+5%
增持
XCCC
BONDBLOXX ETF TRUST
+$1.3M
80,498
+86%
增持
AAPL
APPLE INC
-$1.3M
96,165
+6%
清仓
EXAS
EXACT SCIENCES CORP
-$1.1M
0
-100%
增持
XEMD
BONDBLOXX ETF TRUST
+$920.0K
48,309
+80%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$913.4K
10,422
-56%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$831.1K
46,129
+350%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$828.7K
48,822
+365%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$807.8K
6,906
+9%
增持
XB
BONDBLOXX ETF TRUST
+$807.8K
27,178
+320%
清仓
EPI
WISDOMTREE TR
-$706.8K
0
-100%
增持
META
META PLATFORMS INC
+$701.8K
5,795
+29%
减持
VZ
VERIZON COMMUNICATIONS INC
-$672.4K
7,783
-70%
减持
SGOV
ISHARES TR
-$662.8K
117,457
-6%
建仓
UPS
UNITED PARCEL SERVICE INC
+$646.1K
5,874
减持
AVGO
BROADCOM INC
-$644.0K
7,218
-10%
增持
ORCL
ORACLE CORP
+$636.5K
10,106
+117%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$623.5K
2,624
+133%
增持
RTX
RTX CORPORATION
+$582.6K
10,534
+50%
增持
WMT
WALMART INC
+$565.3K
25,876
+37%
增持
GOOGL
ALPHABET INC
-$563.7K
25,833
+7%
增持
XTRE
BONDBLOXX ETF TRUST
+$558.1K
27,169
+68%
增持
AMZN
AMAZON COM INC
-$550.6K
49,005
+9%
增持
DOW
DOW INC
+$549.3K
30,440
+138%
建仓
KTEC
KRANESHARES TRUST
+$548.8K
33,814
建仓
DXJ
WISDOMTREE TR
+$525.8K
4,772
清仓
—
MATTERPORT INC
-$521.4K
0
-100%
增持
XTWO
BONDBLOXX ETF TRUST
+$500.7K
30,433
+49%
减持
FLTR
VANECK ETF TRUST
-$499.0K
32,548
-38%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$496.7K
14,255
+65%
增持
OEF
ISHARES TR
+$488.4K
4,269
+85%
建仓
DAX
GLOBAL X FDS
+$487.9K
12,479
清仓
ILF
ISHARES TR
-$469.4K
0
-100%
减持
V
VISA INC
+$454.6K
14,657
-1%
增持
AMGN
AMGEN INC
+$443.0K
5,212
+15%
增持
USMV
ISHARES TR
+$440.0K
10,320
+74%
建仓
EUFN
ISHARES TR
+$436.1K
15,307
增持
FXI
ISHARES TR
+$416.7K
33,051
+31%
增持
AMD
ADVANCED MICRO DEVICES INC
+$415.7K
12,351
+75%
增持
ASHR
DBX ETF TR
+$400.1K
30,000
+100%
减持
TFLO
ISHARES TR
-$399.9K
6,314
-56%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$387.2K
12,539
增持
DGRW
WISDOMTREE TR
+$361.1K
9,727
+89%
增持
JNJ
JOHNSON & JOHNSON
+$360.1K
11,805
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$358.4K
1,208
-35%
建仓
UBER
UBER TECHNOLOGIES INC
+$354.4K
4,864
增持
ABBV
ABBVIE INC
+$350.0K
10,178
+1%
建仓
KWEB
KRANESHARES TRUST
+$349.1K
10,000
减持
UNH
UNITEDHEALTH GROUP INC
-$346.1K
673
-51%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$338.6K
24,185
+39%
清仓
BLK
BLACKROCK INC
-$337.3K
0
-100%
清仓
NFLX
NETFLIX INC
-$332.5K
0
-100%
增持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$327.7K
61,470
+30%
增持
XONE
BONDBLOXX ETF TRUST
+$326.5K
73,227
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$317.5K
8,819
+77%
建仓
CSGP
COSTAR GROUP INC
+$309.5K
3,906
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$306.7K
7,410
+6%
增持
MS
MORGAN STANLEY
+$291.1K
8,747
+51%
增持
QUAL
ISHARES TR
+$290.3K
4,210
+75%
增持
QCOM
QUALCOMM INC
+$282.3K
6,562
+39%
建仓
CLOX
SERIES PORTFOLIOS TR
+$279.3K
10,950
增持
GS
GOLDMAN SACHS GROUP INC
+$274.0K
2,364
+33%
清仓
SMH
VANECK ETF TRUST
-$266.4K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$262.7K
5,625
+44%
清仓
T
AT&T INC
-$255.2K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$251.2K
0
-100%
建仓
TLT
ISHARES TR
+$249.1K
2,736
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$245.7K
0
-100%
减持
DIS
DISNEY WALT CO
-$243.2K
2,038
-49%
清仓
IWF
ISHARES TR
-$224.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$220.7K
5,830
+12%
清仓
GLW
CORNING INC
-$220.0K
0
-100%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$219.4K
9,117
清仓
—
CRH PLC
-$217.9K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$207.9K
47,221
+15%
清仓
ITOT
ISHARES TR
-$201.8K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$194.4K
5,755
-36%
减持
GDX
VANECK ETF TRUST
+$190.5K
17,324
-3%
减持
BIL
SPDR SER TR
-$185.9K
7,918
-21%
减持
MINT
PIMCO ETF TR
-$171.5K
3,274
-34%
增持
IGM
ISHARES TR
+$169.0K
5,299
+74%
减持
MO
ALTRIA GROUP INC
-$167.0K
4,039
-48%
增持
IRM
IRON MTN INC DEL
-$166.5K
9,207
+1%
增持
VUG
VANGUARD INDEX FDS
-$162.2K
4,157
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$154.0K
3,146
-9%
增持
QQQ
INVESCO QQQ TR
+$146.6K
7,301
+14%
增持
TXN
TEXAS INSTRS INC
+$135.4K
2,277
+56%
减持
MTB
M & T BK CORP
-$127.8K
1,320
-32%
增持
EWJ
ISHARES INC
+$125.9K
10,957
+18%
减持
EMR
EMERSON ELEC CO
-$121.3K
2,071
-26%
减持
VGT
VANGUARD WORLD FD
-$114.0K
1,107
-4%
增持
MA
MASTERCARD INCORPORATED
+$109.0K
3,782
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$104.9K
9,452
+2%
减持
INDA
ISHARES TR
-$96.3K
12,741
-11%
增持
GOOG
ALPHABET INC
-$89.1K
2,906
+2%
减持
PANW
PALO ALTO NETWORKS INC
-$87.0K
4,246
-5%
增持
NKE
NIKE INC
-$80.1K
6,633
+0%
减持
SPDV
ETF SER SOLUTIONS
-$76.7K
10,809
-18%
减持
HYGH
ISHARES U S ETF TR
-$76.3K
12,291
-6%
减持
SMCI
SUPER MICRO COMPUTER INC
-$75.5K
24,200
-8%
减持
PM
PHILIP MORRIS INTL INC
+$68.9K
2,298
-7%
增持
XTEN
BONDBLOXX ETF TRUST
+$63.8K
7,070
+19%
增持
MSFT
MICROSOFT CORP
+$60.6K
36,831
+13%
增持
XLE
SELECT SECTOR SPDR TR
+$59.6K
18,372
+120%
减持
GLD
SPDR GOLD TR
+$56.6K
1,277
-1%
减持
KO
COCA COLA CO
+$55.0K
6,274
-1%
减持
BA
BOEING CO
-$54.1K
3,564
-5%
增持
—
SEABRIDGE GOLD INC
+$53.1K
128,778
+1%
增持
LLY
ELI LILLY & CO
+$52.7K
931
+0%
减持
KR
KROGER CO
-$52.0K
3,274
-27%
增持
ADSK
AUTODESK INC
-$43.9K
1,693
+3%
减持
VYM
VANGUARD WHITEHALL FDS
-$43.7K
2,176
-14%
增持
CRM
SALESFORCE INC
-$42.0K
3,729
+20%
增持
VDE
VANGUARD WORLD FD
+$37.2K
2,602
+5%
减持
CSCO
CISCO SYS INC
-$36.0K
7,352
-11%
减持
MRK
MERCK & CO INC
-$30.4K
2,678
-2%
减持
COST
COSTCO WHSL CORP NEW
+$28.2K
5,800
-3%
减持
—
EXXON MOBIL CORP
+$24.0K
2,556
-2%
减持
PSX
PHILLIPS 66
-$17.5K
1,745
-15%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$16.1K
4,310
+8%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$13.6K
1,731
+14%
增持
VTI
VANGUARD INDEX FDS
-$12.8K
1,207
+2%
增持
BND
VANGUARD BD INDEX FDS
+$11.7K
2,906
+4%
减持
SBUX
STARBUCKS CORP
-$10.8K
9,073
-8%
减持
PG
PROCTER AND GAMBLE CO
+$10.7K
7,109
-1%
减持
PPI
INVESTMENT MANAGERS SER TR I
-$10.5K
27,187
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$9.4K
2,114
-1%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$8.1K
38,144
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.3K
957
+7%
减持
MU
MICRON TECHNOLOGY INC
-$6.0K
3,633
-5%
增持
VOO
VANGUARD INDEX FDS
-$5.5K
966
+4%
增持
NEE
NEXTERA ENERGY INC
-$4.4K
5,562
+0%
增持
EIX
EDISON INTL
+$3.5K
9,469
+36%
增持
HD
HOME DEPOT INC
+$3.3K
8,281
+6%
减持
CVX
CHEVRON CORP NEW
+$3.1K
1,259
-12%
减持
XLV
SELECT SECTOR SPDR TR
+$1.1K
2,164
-5%
