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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 136 项
建仓 6
增持 66
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.6M
115,876
+10%
减持
GOOGL
ALPHABET INC
+$2.5M
36,168
-1%
减持
SGOV
ISHARES TR
-$1.6M
98,017
-14%
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。
清仓
ASHR
DBX ETF TR
-$989.4K
0
-100%
增持
MSFT
MICROSOFT CORP
-$956.3K
36,534
+2%
建仓
CVX
CHEVRON CORP NEW
+$913.5K
5,994
建仓
SHEL
SHELL PLC
+$903.0K
12,289
减持
TBIL
RBB FD INC
-$825.9K
221,664
-7%
减持
COST
COSTCO WHSL CORP NEW
-$739.0K
5,628
-7%
增持
BBBS
BONDBLOXX ETF TRUST
+$705.2K
108,921
+15%
减持
—
SEABRIDGE GOLD INC
+$675.0K
130,348
-1%
增持
—
EXXON MOBIL CORP
+$632.9K
7,435
+220%
增持
AMZN
AMAZON COM INC
+$618.5K
48,068
+1%
增持
ORCL
ORACLE CORP
-$558.0K
11,513
+16%
减持
XHLF
BONDBLOXX ETF TRUST
-$543.6K
135,883
-7%
减持
EXAS
EXACT SCIENCES CORP
+$508.4K
15,381
-20%
减持
AMD
ADVANCED MICRO DEVICES INC
+$447.4K
8,796
-1%
建仓
HODL
VANECK BITCOIN ETF
+$428.3K
17,320
清仓
KWEB
KRANESHARES TRUST
-$420.1K
0
-100%
增持
AMGN
AMGEN INC
+$308.7K
5,309
+5%
增持
LLY
ELI LILLY & CO
+$298.7K
877
+4%
减持
IRM
IRON MTN INC DEL
-$295.9K
8,127
-15%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$287.9K
85,679
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$274.3K
11,621
+18%
减持
KTEC
KRANESHARES TRUST
-$273.9K
26,991
-26%
增持
META
META PLATFORMS INC
-$269.2K
6,077
+4%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$256.0K
83,721
+17%
减持
XONE
BONDBLOXX ETF TRUST
-$255.5K
79,188
-6%
增持
GOOG
ALPHABET INC
+$248.9K
3,224
+3%
增持
XB
BONDBLOXX ETF TRUST
+$248.0K
44,658
+17%
增持
GS
GOLDMAN SACHS GROUP INC
+$240.5K
2,322
+3%
增持
JNJ
JOHNSON & JOHNSON
+$231.3K
10,578
+0%
减持
QCOM
QUALCOMM INC
-$230.2K
3,892
-28%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$222.2K
1,491
增持
XEMD
BONDBLOXX ETF TRUST
+$221.4K
61,647
+7%
建仓
SLV
ISHARES SILVER TR
+$215.6K
3,347
增持
XLE
SELECT SECTOR SPDR TR
-$211.8K
11,293
+41%
增持
MS
MORGAN STANLEY
+$209.3K
9,141
+3%
清仓
CMS
CMS ENERGY CORP
-$207.6K
0
-100%
建仓
—
CRH PLC
+$205.9K
1,650
增持
HD
HOME DEPOT INC
-$204.0K
8,718
+10%
减持
NVDA
NVIDIA CORPORATION
-$203.4K
72,128
-1%
增持
RTX
RTX CORPORATION
+$203.3K
10,645
+2%
清仓
XLP
SELECT SECTOR SPDR TR
-$200.9K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$200.4K
0
-100%
增持
XCCC
BONDBLOXX ETF TRUST
+$199.0K
106,967
+9%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$181.1K
9,827
+34%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$177.6K
60,718
+4%
减持
WMT
WALMART INC
+$174.5K
25,359
-1%
减持
VGT
VANGUARD WORLD FD
-$171.3K
771
-24%
增持
REGN
REGENERON PHARMACEUTICALS
+$167.1K
674
+7%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$162.6K
3,510
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$129.0K
6,601
+2%
增持
DXJ
WISDOMTREE TR
+$121.3K
5,578
+5%
增持
GDX
VANECK ETF TRUST
+$115.6K
9,938
+3%
减持
BIL
SPDR SERIES TRUST
-$112.5K
9,046
-12%
减持
PG
PROCTER AND GAMBLE CO
-$112.2K
6,531
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$107.1K
9,052
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$102.4K
18,538
+3%
增持
XLK
SELECT SECTOR SPDR TR
-$95.5K
5,770
+76%
增持
SPY
SPDR S&P 500 ETF TR
+$94.4K
5,145
+0%
增持
NFLX
NETFLIX INC
-$94.1K
3,830
+913%
减持
AVGO
BROADCOM INC
+$88.7K
6,552
-1%
减持
ADSK
AUTODESK INC
-$88.4K
1,191
-14%
增持
EUFN
ISHARES TR
+$83.1K
17,256
+6%
减持
MINT
PIMCO ETF TR
-$77.0K
2,637
-22%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$72.7K
1,602
-21%
减持
LMT
LOCKHEED MARTIN CORP
-$72.3K
1,086
-9%
增持
FXI
ISHARES TR
-$69.3K
35,737
+2%
增持
PANW
PALO ALTO NETWORKS INC
-$69.2K
3,929
+1%
减持
USMV
ISHARES TR
-$68.1K
12,034
-5%
减持
XTEN
BONDBLOXX ETF TRUST
-$62.7K
6,633
-16%
减持
XLV
SELECT SECTOR SPDR TR
-$62.6K
3,688
-19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$61.7K
1,533
+6%
减持
VDE
VANGUARD WORLD FD
-$60.9K
1,795
-21%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$58.8K
45,155
+3%
增持
UBER
UBER TECHNOLOGIES INC
-$56.9K
4,205
+3%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$56.1K
14,724
-2%
增持
ABBV
ABBVIE INC
+$55.4K
10,287
+4%
减持
V
VISA INC
+$55.3K
13,998
-2%
增持
INDA
ISHARES TR
+$54.4K
13,706
+4%
减持
MO
ALTRIA GROUP INC
-$54.3K
4,144
-7%
增持
AXP
AMERICAN EXPRESS CO
+$52.9K
1,137
+3%
减持
NKE
NIKE INC
-$52.0K
4,134
-9%
减持
FLTR
VANECK ETF TRUST
-$51.4K
37,525
-5%
减持
AEE
AMEREN CORP
-$48.9K
2,454
-13%
减持
CSCO
CISCO SYS INC
+$47.8K
5,992
-1%
增持
DAX
GLOBAL X FDS
+$45.9K
13,903
+6%
增持
VOO
VANGUARD INDEX FDS
+$41.8K
952
+5%
减持
CRM
SALESFORCE INC
-$41.5K
3,602
-14%
增持
CRWV
COREWEAVE INC
-$39.9K
5,099
+72%
减持
DGRW
WISDOMTREE TR
-$39.6K
12,055
-4%
增持
XTRE
BONDBLOXX ETF TRUST
+$38.9K
35,311
+2%
增持
PPI
INVESTMENT MANAGERS SER TR I
+$38.3K
29,800
+6%
增持
VRSK
VERISK ANALYTICS INC
-$37.4K
1,650
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$36.5K
5,668
+11%
减持
VLO
VALERO ENERGY CORP
-$35.3K
3,638
-1%
减持
OEF
ISHARES TR
+$34.4K
5,134
-1%
减持
QUAL
ISHARES TR
-$31.9K
5,186
-5%
减持
TXN
TEXAS INSTRS INC
-$31.2K
2,250
-2%
增持
HYGH
ISHARES U S ETF TR
+$29.2K
14,416
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$29.0K
2,083
-1%
减持
CLOX
SERIES PORTFOLIOS TR
-$28.9K
14,779
-7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$27.7K
7,450
+0%
增持
IGM
ISHARES TR
+$26.3K
6,569
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.0K
7,092
+1%
减持
EIPI
FIRST TR EXCHNG TRADED FD VI
-$22.3K
70,160
-2%
减持
ISRG
INTUITIVE SURGICAL INC
+$20.7K
395
-13%
减持
KR
KROGER CO
-$19.3K
3,233
-2%
增持
FSI
FLEXIBLE SOLUTIONS INTL INC
-$18.8K
11,728
+16%
增持
MA
MASTERCARD INCORPORATED
+$17.4K
3,682
+0%
增持
XTWO
BONDBLOXX ETF TRUST
+$17.3K
44,024
+1%
减持
UPS
UNITED PARCEL SERVICE INC
+$17.1K
5,999
-13%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$17.0K
37,565
+1%
增持
EWJ
ISHARES INC
+$14.7K
11,522
+1%
减持
TSLA
TESLA INC
+$14.6K
6,342
-1%
增持
BA
BOEING CO
+$14.5K
3,915
+1%
减持
WULF
TERAWULF INC
-$14.5K
12,550
-10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$13.7K
5,969
-3%
增持
XLU
SELECT SECTOR SPDR TR
-$13.6K
14,894
+100%
减持
SBUX
STARBUCKS CORP
-$12.6K
8,450
-1%
增持
VTI
VANGUARD INDEX FDS
+$11.3K
1,124
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.2K
3,981
+0%
减持
KO
COCA COLA CO
+$9.2K
5,080
-3%
减持
IVV
ISHARES TR
+$8.8K
597
-0%
增持
BND
VANGUARD BD INDEX FDS
+$7.7K
2,921
+4%
减持
VUG
VANGUARD INDEX FDS
+$7.7K
2,962
-1%
减持
DVY
ISHARES TR
-$7.1K
6,642
-0%
增持
SPDV
ETF SER SOLUTIONS
+$6.2K
10,326
+2%
减持
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$5.9K
20,833
-0%
增持
MCD
MCDONALDS CORP
+$5.0K
2,013
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.9K
1,508
-4%
减持
AFL
AFLAC INC
-$4.5K
1,841
-1%
减持
QQQ
INVESCO QQQ TR
+$3.4K
7,656
-2%
增持
TFLO
ISHARES TR
+$2.2K
6,898
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6K
1,732
-1%
