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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 143 项
建仓 9
增持 58
减持 69
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$4.0M
35,935
-2%
减持
NVDA
NVIDIA CORPORATION
+$3.5M
72,478
-1%
减持
AAPL
APPLE INC
-$2.5M
91,994
-4%
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
GOOGL
ALPHABET INC
+$1.4M
30,849
+19%
减持
AMZN
AMAZON COM INC
+$1.1M
47,420
-3%
清仓
DOW
DOW INC
-$1.1M
0
-100%
增持
ORCL
ORACLE CORP
+$994.4K
11,011
+9%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$954.9K
7,430
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$923.2K
42,588
+76%
增持
BBBS
BONDBLOXX ETF TRUST
+$793.4K
84,516
+22%
增持
QQQ
INVESCO QQQ TR
+$754.6K
7,574
+4%
减持
META
META PLATFORMS INC
+$747.0K
5,538
-4%
减持
AVGO
BROADCOM INC
+$739.9K
7,068
-2%
建仓
ITOT
ISHARES TR
+$588.6K
4,359
清仓
EIX
EDISON INTL
-$557.9K
0
-100%
增持
XCCC
BONDBLOXX ETF TRUST
+$555.8K
92,785
+15%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$507.4K
10,175
-2%
减持
TBIL
RBB FD INC
-$494.5K
232,396
-4%
建仓
CRWV
COREWEAVE INC
+$493.3K
3,025
清仓
SMCI
SUPER MICRO COMPUTER INC
-$490.3K
0
-100%
减持
TSLA
TESLA INC
+$481.8K
9,343
-3%
减持
XHLF
BONDBLOXX ETF TRUST
-$467.6K
147,788
-6%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$415.9K
63,678
+38%
增持
—
SEABRIDGE GOLD INC
+$410.2K
131,753
+2%
增持
XTWO
BONDBLOXX ETF TRUST
+$409.6K
38,656
+27%
增持
BIL
SPDR SER TR
+$404.8K
12,331
+56%
增持
COST
COSTCO WHSL CORP NEW
+$390.9K
5,936
+2%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$381.8K
65,231
+34%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$364.4K
6,392
增持
XONE
BONDBLOXX ETF TRUST
+$364.3K
80,700
+10%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$353.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$352.5K
0
-100%
增持
MCD
MCDONALDS CORP
+$345.5K
2,008
+160%
减持
GS
GOLDMAN SACHS GROUP INC
+$340.0K
2,305
-2%
建仓
REGN
REGENERON PHARMACEUTICALS
+$318.7K
607
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$294.8K
14,349
+1%
减持
GDX
VANECK ETF TRUST
-$292.8K
9,673
-44%
减持
ABBV
ABBVIE INC
-$290.5K
9,923
-3%
增持
XB
BONDBLOXX ETF TRUST
+$288.4K
33,969
+25%
增持
XEMD
BONDBLOXX ETF TRUST
+$278.9K
53,573
+11%
增持
OEF
ISHARES TR
+$272.8K
4,695
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$263.0K
7,030
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$258.7K
8,890
-6%
清仓
CMS
CMS ENERGY CORP
-$254.8K
0
-100%
减持
WMT
WALMART INC
+$250.6K
25,795
-0%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$235.7K
7,830
建仓
NFLX
NETFLIX INC
+$233.0K
174
增持
XLV
SELECT SECTOR SPDR TR
+$230.2K
4,052
+87%
增持
MS
MORGAN STANLEY
+$230.2K
8,879
+2%
增持
XTRE
BONDBLOXX ETF TRUST
+$221.9K
31,490
+16%
减持
VLO
VALERO ENERGY CORP
-$215.0K
3,927
-30%
清仓
CVX
CHEVRON CORP NEW
-$210.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$199.9K
11,508
-3%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$192.5K
17,738
+41%
增持
IRM
IRON MTN INC DEL
+$192.2K
9,597
+4%
减持
AMGN
AMGEN INC
-$188.4K
5,141
-1%
减持
QCOM
QUALCOMM INC
-$186.6K
5,157
-21%
增持
XLK
SELECT SECTOR SPDR TR
+$182.5K
3,286
+4%
增持
BA
BOEING CO
+$179.8K
3,759
+5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$178.6K
2,095
-20%
增持
PM
PHILIP MORRIS INTL INC
+$177.6K
2,978
+30%
增持
IGM
ISHARES TR
+$174.8K
5,833
+10%
增持
QUAL
ISHARES TR
+$171.8K
4,875
+16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$167.3K
6,818
-8%
增持
RTX
RTX CORPORATION
+$165.7K
10,691
+1%
增持
DGRW
WISDOMTREE TR
+$165.1K
11,248
+16%
增持
CRM
SALESFORCE INC
+$131.8K
4,153
+11%
减持
SGOV
ISHARES TR
-$131.1K
116,132
-1%
增持
FLTR
VANECK ETF TRUST
+$130.2K
37,717
+16%
减持
PG
PROCTER AND GAMBLE CO
-$120.6K
6,847
-4%
减持
XLE
SELECT SECTOR SPDR TR
+$118.9K
10,522
-43%
减持
VGT
VANGUARD WORLD FD
+$116.8K
1,081
-2%
增持
HYGH
ISHARES U S ETF TR
+$116.3K
13,446
+9%
增持
UPS
UNITED PARCEL SERVICE INC
+$115.3K
7,543
+28%
增持
—
EATON CORP PLC
+$113.5K
1,173
+4%
增持
CLOX
SERIES PORTFOLIOS TR
+$111.4K
15,261
+39%
增持
USMV
ISHARES TR
+$105.2K
11,418
+11%
增持
DAX
GLOBAL X FDS
+$103.4K
13,161
+5%
减持
SBUX
STARBUCKS CORP
-$99.2K
8,630
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$95.3K
5,125
-12%
减持
LLY
ELI LILLY & CO
-$93.7K
866
-7%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$92.3K
55,864
+18%
减持
VRSK
VERISK ANALYTICS INC
-$91.9K
1,616
-19%
减持
HD
HOME DEPOT INC
-$86.3K
8,043
-3%
增持
GOOG
ALPHABET INC
+$85.3K
3,040
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$80.4K
6,600
+21%
减持
KO
COCA COLA CO
-$80.2K
5,217
-17%
增持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$80.2K
67,313
+10%
增持
EUFN
ISHARES TR
+$77.2K
16,227
+6%
增持
EWJ
ISHARES INC
+$77.1K
11,048
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$76.6K
3,915
-8%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$74.3K
4,511
-22%
减持
VYM
VANGUARD WHITEHALL FDS
-$71.3K
1,570
-28%
建仓
WULF
TERAWULF INC
+$69.2K
15,800
增持
TXN
TEXAS INSTRS INC
+$67.2K
2,294
+1%
增持
DXJ
WISDOMTREE TR
+$65.8K
5,177
+8%
减持
XLU
SELECT SECTOR SPDR TR
-$65.7K
7,711
-13%
减持
NKE
NIKE INC
-$63.5K
5,033
-24%
增持
INDA
ISHARES TR
+$60.1K
12,860
+1%
增持
FXI
ISHARES TR
+$58.5K
33,815
+2%
减持
VDE
VANGUARD WORLD FD
-$57.6K
2,350
-10%
增持
KTEC
KRANESHARES TRUST
+$51.8K
37,348
+10%
建仓
FSI
FLEXIBLE SOLUTIONS INTL INC
+$49.1K
10,128
减持
AMD
ADVANCED MICRO DEVICES INC
+$48.2K
9,282
-25%
减持
CHD
CHURCH & DWIGHT CO INC
-$48.0K
2,716
-3%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$47.8K
38,250
+0%
减持
SPDV
ETF SER SOLUTIONS
-$46.2K
9,416
-13%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$46.0K
1,472
-15%
增持
MO
ALTRIA GROUP INC
+$45.4K
4,909
+22%
减持
EMR
EMERSON ELEC CO
+$43.7K
2,031
-2%
减持
—
EXXON MOBIL CORP
-$40.5K
2,444
-4%
减持
MU
MICRON TECHNOLOGY INC
-$40.5K
2,233
-39%
减持
MRK
MERCK & CO INC
-$39.5K
2,538
-5%
增持
IVV
ISHARES TR
+$37.4K
587
+1%
减持
NEE
NEXTERA ENERGY INC
-$34.0K
5,190
-7%
减持
MA
MASTERCARD INCORPORATED
+$32.1K
3,746
-1%
减持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$30.4K
20,918
-5%
减持
CSCO
CISCO SYS INC
+$29.0K
6,957
-5%
减持
VTI
VANGUARD INDEX FDS
+$28.4K
1,185
-2%
减持
VOO
VANGUARD INDEX FDS
+$27.6K
923
-4%
减持
VUG
VANGUARD INDEX FDS
+$26.6K
3,577
-14%
增持
TFLO
ISHARES TR
+$26.4K
6,837
+8%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$26.2K
2,024
-3%
减持
ADSK
AUTODESK INC
+$25.8K
1,515
-11%
减持
UBER
UBER TECHNOLOGIES INC
+$25.6K
4,073
-16%
减持
AEE
AMEREN CORP
-$24.3K
2,816
-4%
增持
LMT
LOCKHEED MARTIN CORP
+$23.6K
1,216
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$22.9K
830
-13%
增持
CSGP
COSTAR GROUP INC
+$21.1K
4,111
+5%
减持
EW
EDWARDS LIFESCIENCES CORP
-$18.4K
2,742
-15%
减持
PPI
INVESTMENT MANAGERS SER TR I
+$17.9K
25,198
-7%
减持
IOO
ISHARES TR
+$17.4K
2,362
-4%
减持
DIS
DISNEY WALT CO
+$16.6K
1,756
-14%
减持
TLT
ISHARES TR
-$16.1K
2,639
-4%
减持
MTB
M & T BK CORP
+$14.3K
1,290
-2%
增持
KR
KROGER CO
+$13.9K
3,283
+0%
减持
PSX
PHILLIPS 66
-$12.1K
1,705
-2%
减持
DVY
ISHARES TR
-$12.0K
6,647
-0%
增持
MINT
PIMCO ETF TR
+$11.7K
3,393
+4%
减持
V
VISA INC
+$11.5K
14,500
-1%
减持
ADBE
ADOBE INC
-$9.7K
528
-5%
减持
BND
VANGUARD BD INDEX FDS
-$6.8K
2,806
-3%
减持
XTEN
BONDBLOXX ETF TRUST
-$4.7K
7,032
-1%
