小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 123 项
建仓 6
增持 55
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.0M
105,485
+15%
增持
GOOGL
ALPHABET INC
+$3.4M
36,370
+18%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
73,188
+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
—
SEABRIDGE GOLD INC
+$1.3M
131,758
+0%
建仓
EXAS
EXACT SCIENCES CORP
+$1.1M
19,260
增持
MSFT
MICROSOFT CORP
+$750.3K
35,959
+0%
增持
BBBS
BONDBLOXX ETF TRUST
+$557.9K
94,807
+12%
增持
QQQ
INVESCO QQQ TR
+$521.6K
7,828
+3%
减持
ABBV
ABBVIE INC
+$453.2K
9,913
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$404.3K
9,820
-3%
减持
ORCL
ORACLE CORP
+$394.7K
9,963
-10%
增持
OEF
ISHARES TR
+$297.5K
5,187
+10%
减持
V
VISA INC
-$294.2K
14,219
-2%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$292.9K
5,092
增持
COST
COSTCO WHSL CORP NEW
-$284.2K
6,041
+2%
增持
XCCC
BONDBLOXX ETF TRUST
+$266.5K
98,558
+6%
增持
TBIL
RBB FD INC
+$263.8K
237,649
+2%
减持
HD
HOME DEPOT INC
+$255.2K
7,907
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$248.0K
454
-45%
增持
XTWO
BONDBLOXX ETF TRUST
+$245.4K
43,591
+13%
减持
GDX
VANECK ETF TRUST
+$233.2K
9,644
-0%
清仓
TLT
ISHARES TR
-$232.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$232.2K
8,907
+0%
减持
AVGO
BROADCOM INC
+$230.5K
6,604
-7%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$226.2K
73,140
+15%
增持
GOOG
ALPHABET INC
+$223.5K
3,132
+3%
增持
NFLX
NETFLIX INC
+$220.2K
378
+117%
清仓
DIS
DISNEY WALT CO
-$217.8K
0
-100%
增持
XEMD
BONDBLOXX ETF TRUST
+$211.4K
57,795
+8%
减持
SGOV
ISHARES TR
-$210.8K
114,027
-2%
建仓
CMS
CMS ENERGY CORP
+$207.6K
2,834
建仓
AFL
AFLAC INC
+$207.5K
1,858
建仓
GLW
CORNING INC
+$207.1K
2,525
清仓
ADBE
ADOBE INC
-$204.3K
0
-100%
建仓
XLP
SELECT SECTOR SPDR TR
+$200.9K
2,563
减持
JNJ
JOHNSON & JOHNSON
+$199.8K
10,558
-8%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$199.2K
14,976
+4%
增持
FXI
ISHARES TR
+$194.7K
34,947
+3%
增持
META
META PLATFORMS INC
+$193.3K
5,829
+5%
减持
BIL
SPDR SERIES TRUST
-$192.1K
10,235
-17%
减持
RTX
RTX CORPORATION
+$187.9K
10,452
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$183.4K
6,919
-8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$183.4K
6,473
-5%
增持
DGRW
WISDOMTREE TR
+$175.8K
12,564
+12%
减持
XLE
SELECT SECTOR SPDR TR
-$175.7K
8,022
-24%
增持
XONE
BONDBLOXX ETF TRUST
+$172.9K
84,133
+4%
增持
QUAL
ISHARES TR
+$170.7K
5,460
+12%
减持
GS
GOLDMAN SACHS GROUP INC
+$169.1K
2,261
-2%
增持
IGM
ISHARES TR
+$166.9K
6,528
+12%
增持
XB
BONDBLOXX ETF TRUST
+$164.7K
38,049
+12%
增持
MS
MORGAN STANLEY
+$162.8K
8,892
+0%
增持
XTRE
BONDBLOXX ETF TRUST
+$150.7K
34,476
+9%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$147.6K
71,825
+10%
减持
PM
PHILIP MORRIS INTL INC
-$137.2K
2,498
-16%
增持
CRM
SALESFORCE INC
-$136.7K
4,202
+1%
减持
VUG
VANGUARD INDEX FDS
-$130.8K
2,997
-16%
减持
TSLA
TESLA INC
-$130.4K
6,381
-32%
增持
USMV
ISHARES TR
+$129.4K
12,626
+11%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$128.7K
58,389
+5%
减持
WMT
WALMART INC
+$128.4K
25,720
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$125.9K
3,980
-38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$124.8K
7,041
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$119.3K
8,878
-4%
增持
CSGP
COSTAR GROUP INC
+$114.4K
5,274
+28%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$106.7K
18,006
+2%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$104.9K
28,199
+12%
减持
VLO
VALERO ENERGY CORP
+$99.7K
3,686
-6%
减持
KTEC
KRANESHARES TRUST
+$96.0K
36,642
-2%
增持
DXJ
WISDOMTREE TR
+$91.2K
5,333
+3%
减持
WULF
TERAWULF INC
+$89.5K
13,900
-12%
增持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$88.9K
71,461
+6%
减持
CRWV
COREWEAVE INC
-$88.2K
2,960
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$87.3K
4,552
+12%
增持
EWJ
ISHARES INC
+$87.3K
11,415
+3%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$74.9K
43,999
+3%
增持
QCOM
QUALCOMM INC
+$74.6K
5,386
+4%
增持
AMZN
AMAZON COM INC
+$73.1K
47,714
+1%
增持
GLD
SPDR GOLD TR
+$71.8K
1,297
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$70.7K
1,447
-2%
减持
CSCO
CISCO SYS INC
-$68.9K
6,048
-13%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$68.3K
7,425
-0%
减持
XHLF
BONDBLOXX ETF TRUST
-$67.9K
146,207
-1%
减持
SBUX
STARBUCKS CORP
-$66.5K
8,560
-1%
增持
TXN
TEXAS INSTRS INC
-$54.8K
2,295
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$53.6K
1,757
-17%
增持
HYGH
ISHARES U S ETF TR
+$49.9K
13,973
+4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$48.8K
2,096
+0%
增持
BA
BOEING CO
+$47.9K
3,871
+3%
增持
SPDV
ETF SER SOLUTIONS
+$46.1K
10,122
+7%
增持
FLTR
VANECK ETF TRUST
+$45.8K
39,405
+4%
增持
XTEN
BONDBLOXX ETF TRUST
+$44.7K
7,920
+13%
减持
EUFN
ISHARES TR
+$43.7K
16,218
-0%
减持
PG
PROCTER AND GAMBLE CO
-$42.6K
6,822
-0%
减持
NKE
NIKE INC
-$42.2K
4,523
-10%
增持
IVV
ISHARES TR
+$35.8K
598
+2%
减持
VGT
VANGUARD WORLD FD
+$35.6K
1,008
-7%
增持
REGN
REGENERON PHARMACEUTICALS
+$34.4K
628
+3%
减持
LMT
LOCKHEED MARTIN CORP
+$34.4K
1,197
-2%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$33.3K
7,330
-6%
减持
LLY
ELI LILLY & CO
-$31.7K
843
-3%
减持
VOO
VANGUARD INDEX FDS
+$31.1K
907
-2%
增持
INDA
ISHARES TR
-$29.6K
13,185
+3%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$29.1K
8,786
-4%
减持
ADSK
AUTODESK INC
-$28.1K
1,388
-8%
减持
MA
MASTERCARD INCORPORATED
-$20.8K
3,665
-2%
增持
UBER
UBER TECHNOLOGIES INC
+$20.5K
4,088
+0%
减持
XLU
SELECT SECTOR SPDR TR
+$19.8K
7,447
-3%
增持
CLOX
SERIES PORTFOLIOS TR
+$15.3K
15,876
+4%
减持
IRM
IRON MTN INC DEL
-$14.3K
9,516
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$14.0K
2,577
-6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$12.3K
4,303
-5%
减持
PANW
PALO ALTO NETWORKS INC
-$8.3K
3,894
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.1K
6,175
-6%
减持
VDE
VANGUARD WORLD FD
+$7.0K
2,280
-3%
减持
AMGN
AMGEN INC
-$6.5K
5,063
-2%
减持
MO
ALTRIA GROUP INC
+$5.4K
4,439
-10%
减持
VTI
VANGUARD INDEX FDS
+$5.4K
1,114
-6%
减持
DAX
GLOBAL X FDS
-$3.0K
13,148
-0%
减持
MRK
MERCK & CO INC
+$2.5K
2,424
-4%
减持
MU
MICRON TECHNOLOGY INC
-$2.0K
1,633
-27%
减持
—
EXXON MOBIL CORP
-$1.7K
2,322
-5%
减持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$1.6K
37,314
-2%
减持
IOO
ISHARES TR
+$366
2,125
-10%
