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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 138 项
建仓 13
增持 73
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.9M
104,904
-9%
增持
DIA
STATE STR SPDR DOW JONES IND
+$2.9M
8,346
+301%
增持
MSFT
MICROSOFT CORP
-$1.6M
43,501
+19%
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
EXAS
EXACT SCIENCES CORP
-$1.6M
0
-100%
建仓
ABR
ARBOR REALTY TRUST INC
+$1.4M
179,258
建仓
ARR
ARMOUR RESIDENTIAL REIT INC
+$1.2M
73,352
减持
NVDA
NVIDIA CORPORATION
-$1.1M
71,027
-2%
减持
V
VISA INC
-$1.0M
12,928
-8%
增持
DVY
ISHARES TR
+$859.9K
11,871
+79%
增持
TBIL
RBB FD INC
+$848.7K
238,775
+8%
增持
COST
COSTCO WHOLESALE CORPORATION
+$764.5K
5,638
+0%
增持
AMZN
AMAZON COM INC
-$660.3K
50,102
+4%
增持
BBBS
BONDBLOXX ETF TRUST
+$588.6K
121,143
+11%
减持
TSLA
TESLA INC
-$544.7K
6,207
-2%
增持
NFLX
NETFLIX INC.
+$511.6K
9,056
+136%
减持
QQQ
INVESCO QQQ TR
-$469.0K
7,336
-4%
减持
CRM
SALESFORCE INC
-$445.6K
2,725
-24%
增持
ORCL
ORACLE CORP
+$439.7K
18,243
+58%
增持
JNJ
JOHNSON & JOHNSON
+$430.3K
10,716
+1%
清仓
HODL
VANECK BITCOIN ETF
-$428.3K
0
-100%
建仓
NOBL
PROSHARES TR
+$419.1K
3,953
增持
XCCC
BONDBLOXX ETF TRUST
+$397.9K
122,674
+15%
增持
—
EXXON MOBIL CORP
+$376.5K
7,493
+1%
清仓
CSGP
COSTAR GROUP INC
-$354.6K
0
-100%
建仓
AEHR
AEHR TEST SYS
+$348.6K
9,400
增持
CVX
CHEVRON CORPORATION
+$344.8K
6,082
+1%
增持
WMT
WALMART INC
+$336.9K
25,443
+0%
增持
XEMD
BONDBLOXX ETF TRUST
+$336.6K
70,189
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$333.2K
6,692
+1%
建仓
XLP
SELECT SECTOR SPDR TR
+$313.2K
3,820
增持
VLO
VALERO ENERGY CORP
+$308.4K
3,645
+0%
减持
XONE
BONDBLOXX ETF TRUST
-$306.1K
73,030
-8%
减持
SGOV
ISHARES TR
-$300.0K
94,763
-3%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$287.7K
5,988
建仓
CLOZ
SERIES PORTFOLIOS TR
+$282.7K
11,021
增持
GOOGL
ALPHABET INC
-$279.5K
38,396
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$276.2K
12,750
+13%
减持
XHLF
BONDBLOXX ETF TRUST
-$270.4K
130,295
-4%
减持
MA
MASTERCARD INCORPORATED
-$264.7K
3,677
-0%
增持
SHEL
SHELL PLC
+$256.5K
12,468
+1%
减持
MU
MICRON TECHNOLOGY INC
-$252.2K
633
-61%
建仓
XFIV
BONDBLOXX ETF TRUST
+$249.5K
5,076
建仓
UNH
UNITEDHEALTH GROUP INC
+$248.4K
918
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$248.2K
2,601
增持
JPM
JPMORGAN CHASE & CO
-$245.4K
9,081
+0%
增持
GLD
SPDR GOLD TR
+$238.1K
1,748
+35%
增持
AVGO
BROADCOM INC
-$232.2K
6,576
+0%
减持
—
SEABRIDGE GOLD INC
-$228.2K
128,044
-2%
清仓
ISRG
INTUITIVE SURGICAL INC
-$223.7K
0
-100%
建仓
IBTM
ISHARES TR
+$219.1K
9,554
增持
AMD
ADVANCED MICRO DEVICES INC
+$207.7K
10,281
+17%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$206.6K
5,077
-1%
清仓
—
CRH PLC
-$205.9K
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$202.8K
41,226
-9%
减持
KTEC
KRANESHARES TRUST
-$201.8K
16,101
-40%
减持
PANW
PALO ALTO NETWORKS INC
-$195.6K
3,294
-16%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$186.9K
93,557
+12%
增持
META
META PLATFORMS INC
-$179.6K
6,697
+10%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$178.3K
93,983
+10%
减持
EIPI
FIRST TR EXCHNG TRADED FD VI
+$173.5K
69,699
-1%
减持
VUG
VANGUARD INDEX FDS
-$172.7K
2,913
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$167.7K
7,089
-0%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$161.8K
12,822
+30%
增持
IRM
IRON MTN INC DEL
+$156.8K
8,136
+0%
增持
XB
BONDBLOXX ETF TRUST
+$156.2K
49,265
+10%
减持
CLOX
SERIES PORTFOLIOS TR
-$148.9K
8,923
-40%
增持
BIL
SPDR SERIES TRUST
+$135.2K
10,496
+16%
增持
QUAL
ISHARES TR
+$131.2K
6,054
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$125.9K
1,751
+14%
增持
RTX
RTX CORPORATION
+$122.0K
10,753
+1%
增持
BND
VANGUARD BD INDEX FDS
+$121.9K
4,593
+57%
减持
ABBV
ABBVIE INC
-$119.4K
10,259
-0%
增持
GDX
VANECK ETF TRUST
+$118.5K
10,579
+6%
减持
AMGN
AMGEN INC
+$118.4K
5,275
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$117.8K
1,064
-2%
减持
ITOT
ISHARES TR
-$117.3K
3,727
-14%
增持
SLV
ISHARES SILVER TR
+$116.7K
4,877
+46%
增持
DXJ
WISDOMTREE TR
+$112.5K
5,780
+4%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$109.0K
14,699
-0%
增持
HYGH
ISHARES U S ETF TR
+$107.2K
15,768
+9%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$103.2K
19,312
+4%
增持
MS
MORGAN STANLEY
-$102.7K
9,237
+1%
建仓
SPDN
DIREXION SHARES ETF TRUST
+$99.5K
10,000
增持
XTRE
BONDBLOXX ETF TRUST
+$91.3K
37,334
+6%
增持
OEF
ISHARES TR
-$86.8K
5,263
+3%
减持
PSX
PHILLIPS 66
+$86.0K
1,680
-1%
增持
GOOG
ALPHABET INC
-$85.1K
3,230
+0%
建仓
OSS
ONE STOP SYS INC
+$83.6K
11,044
增持
XLU
SELECT SECTOR SPDR TR
+$81.2K
15,624
+5%
增持
GS
GOLDMAN SACHS GROUP INC
-$75.0K
2,324
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$71.3K
5,714
-1%
减持
ADSK
AUTODESK INC
-$71.0K
1,176
-1%
增持
QCOM
QUALCOMM INC
-$70.1K
4,625
+19%
增持
XTWO
BONDBLOXX ETF TRUST
+$67.8K
45,557
+3%
增持
INDA
ISHARES TR
-$67.3K
14,380
+5%
增持
HD
HOME DEPOT INC
-$66.9K
8,918
+2%
减持
VDE
VANGUARD WORLD FD
+$60.4K
1,655
-8%
增持
CRWV
COREWEAVE INC
+$60.1K
5,489
+8%
增持
IGM
ISHARES TR
-$59.5K
6,657
+1%
减持
XTEN
BONDBLOXX ETF TRUST
-$58.8K
5,404
-19%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$57.4K
37,626
+0%
减持
NKE
NIKE INC
-$55.6K
3,934
-5%
减持
VOO
VANGUARD INDEX FDS
-$55.0K
907
-5%
减持
PPI
INVESTMENT MANAGERS SER TR I
+$50.7K
29,126
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$46.5K
4,211
+14%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$43.8K
66,261
+9%
减持
EWJ
ISHARES INC
+$41.1K
11,504
-0%
减持
TXN
TEXAS INSTRS INC
+$38.5K
2,209
-2%
增持
FXI
ISHARES TR
-$34.6K
37,151
+4%
减持
MTB
M & T BK CORP
-$34.6K
1,090
-16%
增持
DAX
GLOBAL X FDS
-$33.9K
14,240
+2%
增持
IOO
ISHARES TR
+$31.8K
2,488
+17%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$29.5K
3,421
-14%
增持
SPDV
ETF SER SOLUTIONS
+$28.9K
10,386
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$28.6K
3,835
-11%
减持
WULF
TERAWULF INC
+$28.2K
11,950
-5%
减持
PM
PHILIP MORRIS INTL INC
-$27.3K
2,258
-10%
增持
UBER
UBER TECHNOLOGIES INC
-$27.3K
4,397
+5%
减持
IVV
ISHARES TR
-$26.9K
585
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$25.0K
14,292
+23%
减持
XNCMX
NUVEEN CALIF AMT FREE MUNI I
-$24.5K
19,718
-5%
减持
SBUX
STARBUCKS CORP
+$24.1K
8,211
-3%
减持
VTI
VANGUARD INDEX FDS
-$21.1K
1,109
-1%
增持
EUFN
ISHARES TR
-$19.4K
17,809
+3%
减持
UPS
UNITED PARCEL SVCS INC
-$17.8K
5,867
-2%
增持
MINT
PIMCO ETF TR
+$17.0K
2,800
+6%
增持
DGRW
WISDOMTREE TR
-$14.6K
12,107
+0%
增持
AFL
AFLAC INC
+$14.0K
1,978
+7%
增持
REGN
REGENERON PHARMACEUTICALS
+$11.3K
688
+2%
增持
USMV
ISHARES TR
-$10.2K
12,108
+1%
增持
VGT
VANGUARD WORLD FD
-$9.7K
819
+6%
增持
BA
BOEING CO
-$8.9K
4,226
+8%
增持
TFLO
ISHARES TR
+$7.9K
7,030
+2%
增持
PG
PROCTER & GAMBLE CO
+$7.4K
6,532
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.4K
6,030
+6%
减持
FLTR
VANECK ETF TRUST
-$3.5K
37,387
-0%
增持
FSI
FLEXIBLE SOLUTIONS INTL INC
-$2.0K
14,228
+21%
减持
MCD
MCDONALDS CORP
-$801
1,977
-2%
