Strait & Sound Wealth Management LLC
SAN FRANCISCO CA · SEC CIK 0001966210
$2.69亿2026Q1 申报市值
172持仓数
42.9%前十大占比 · 第一大 9.9%
27 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$217.18万
ABR 新建仓+$138.21万
ARR 新建仓+$122.35万
TBIL 加仓+$85.32万
BBBS 加仓+$62.51万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$288.61万
EXACT SCIENCES C 清仓-$156.21万
HODL 清仓-$42.83万
CSGP 清仓-$35.46万
MU 减仓-$33.78万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SBUX | STARBUCKS CORP | $73.56万 | 0.27% | 8,211 | -239 | -2.8% | -$2.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $75.94万 | 0.28% | 5,714 | -56 | -1.0% | -$7,443 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $78.11万 | 0.29% | 12,750 | 1,457 | 12.9% | $8.93万 | 加仓 |
| IGM | ISHARES TR | $78.89万 | 0.29% | 6,657 | 88 | 1.3% | $1.04万 | 加仓 |
| LLY | ELI LILLY & CO | $80.65万 | 0.30% | 877 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $83.10万 | 0.31% | 8,136 | 9 | 0.1% | $919 | 加仓 |
| DVY | ISHARES TR 看跌期权 | $83.28万 | 0.31% | 5,500 | 5,500 | — | $83.28万 | 新建仓 |
| BA | BOEING CO | $84.11万 | 0.31% | 4,226 | 311 | 7.9% | $6.19万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $89.20万 | 0.33% | 19,312 | 774 | 4.2% | $3.58万 | 加仓 |
| VLO | VALERO ENERGY CORP | $90.06万 | 0.34% | 3,645 | 7 | 0.2% | $1,730 | 加仓 |
| DXJ | WISDOMTREE TR | $91.66万 | 0.34% | 5,780 | 202 | 3.6% | $3.20万 | 加仓 |
| GOOG | ALPHABET INC | $92.66万 | 0.34% | 3,230 | 6 | 0.2% | $1,721 | 加仓 |
| PG | PROCTER & GAMBLE CO | $94.34万 | 0.35% | 6,532 | 1 | 0.0% | $144 | 加仓 |
| FLTR | VANECK ETF TRUST | $95.26万 | 0.35% | 37,387 | -138 | -0.4% | -$3,516 | 减仓 |
| BIL | SPDR SERIES TRUST | $96.19万 | 0.36% | 10,496 | 1,450 | 16.0% | $13.29万 | 加仓 |
| DVY | ISHARES TR | $96.46万 | 0.36% | 6,371 | -271 | -4.1% | -$4.10万 | 减仓 |
| GDX | VANECK ETF TRUST | $97.08万 | 0.36% | 10,579 | 641 | 6.4% | $5.88万 | 加仓 |
| EWJ | ISHARES INC | $97.14万 | 0.36% | 11,504 | -18 | -0.2% | -$1,520 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $103.05万 | 0.38% | 7,450 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $106.35万 | 0.40% | 12,107 | 52 | 0.4% | $4,568 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $108.66万 | 0.40% | 2,346 | 263 | 12.6% | $12.18万 | 加仓 |
| USMV | ISHARES TR | $112.29万 | 0.42% | 12,108 | 74 | 0.6% | $6,863 | 加仓 |
| SHEL | SHELL PLC | $115.95万 | 0.43% | 12,468 | 179 | 1.5% | $1.66万 | 加仓 |
| QUAL | ISHARES TR | $116.12万 | 0.43% | 6,054 | 868 | 16.7% | $16.65万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $122.35万 | 0.46% | 73,352 | 73,352 | — | $122.35万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $125.84万 | 0.47% | 6,082 | 88 | 1.5% | $1.82万 | 加仓 |
| — | EXXON MOBIL CORP | $127.13万 | 0.47% | 7,493 | 58 | 0.8% | $9,840 | 加仓 |
| VUG | VANGUARD INDEX FDS | $127.24万 | 0.47% | 2,913 | -49 | -1.7% | -$2.14万 | 减仓 |
| FXI | ISHARES TR | $133.37万 | 0.50% | 37,151 | 1,414 | 4.0% | $5.08万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $134.99万 | 0.50% | 15,768 | 1,352 | 9.4% | $11.57万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $138.21万 | 0.51% | 179,258 | 179,258 | — | $138.21万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $140.14万 | 0.52% | 66,261 | 5,543 | 9.1% | $11.72万 | 加仓 |
| MS | MORGAN STANLEY | $152.01万 | 0.57% | 9,237 | 96 | 1.1% | $1.58万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $156.75万 | 0.58% | 69,699 | -461 | -0.7% | -$1.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $162.22万 | 0.60% | 6,692 | 91 | 1.4% | $2.21万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $164.79万 | 0.61% | 14,699 | -25 | -0.2% | -$2,803 | 减仓 |
| OEF | ISHARES TR | $167.40万 | 0.62% | 5,263 | 129 | 2.5% | $4.10万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $172.53万 | 0.64% | 8,481 | -315 | -3.6% | -$6.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $183.71万 | 0.68% | 3,677 | -5 | -0.1% | -$2,498 | 减仓 |
| XTRE | BONDBLOXX ETF TRUST | $184.84万 | 0.69% | 37,334 | 2,023 | 5.7% | $10.02万 | 加仓 |
| AMGN | AMGEN INC | $185.60万 | 0.69% | 5,275 | -34 | -0.6% | -$1.20万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $191.91万 | 0.71% | 49,265 | 4,607 | 10.3% | $17.95万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $196.63万 | 0.73% | 2,324 | 2 | 0.1% | $1,692 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $202.88万 | 0.76% | 93,557 | 9,836 | 11.7% | $21.33万 | 加仓 |
| AVGO | BROADCOM INC | $203.54万 | 0.76% | 6,576 | 24 | 0.4% | $7,428 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $206.62万 | 0.77% | 41,226 | -3,929 | -8.7% | -$19.69万 | 减仓 |
| RTX | RTX CORPORATION | $207.43万 | 0.77% | 10,753 | 108 | 1.0% | $2.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $209.06万 | 0.78% | 14,292 | 2,671 | 23.0% | $39.07万 | 加仓 |
| ORCL | ORACLE CORP | $216.88万 | 0.81% | 14,743 | 3,230 | 28.1% | $47.52万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $217.81万 | 0.81% | 93,983 | 8,304 | 9.7% | $19.24万 | 加仓 |
| ABBV | ABBVIE INC | $223.12万 | 0.83% | 10,259 | -28 | -0.3% | -$6,090 | 减仓 |
| — | BONDBLOXX ETF TRUST | $224.57万 | 0.84% | 45,557 | 1,533 | 3.5% | $7.56万 | 加仓 |
| TSLA | TESLA INC | $230.75万 | 0.86% | 6,207 | -135 | -2.1% | -$5.02万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $261.94万 | 0.98% | 10,716 | 138 | 1.3% | $3.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $267.12万 | 0.99% | 9,081 | 29 | 0.3% | $8,531 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $277.91万 | 1.03% | 6,000 | 6,000 | — | $277.91万 | 新建仓 |
| HD | HOME DEPOT INC | $293.31万 | 1.09% | 8,918 | 200 | 2.3% | $6.58万 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $308.48万 | 1.15% | 70,189 | 8,542 | 13.9% | $37.54万 | 加仓 |
| WMT | WALMART INC | $316.21万 | 1.18% | 25,443 | 84 | 0.3% | $1.04万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $330.18万 | 1.23% | 5,077 | -68 | -1.3% | -$4.42万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $339.70万 | 1.26% | 7,089 | -3 | -0.0% | -$1,438 | 减仓 |
| XONE | BONDBLOXX ETF TRUST | $361.65万 | 1.35% | 73,030 | -6,158 | -7.8% | -$30.49万 | 减仓 |
| — | SEABRIDGE GOLD INC | $362.88万 | 1.35% | 128,044 | -2,304 | -1.8% | -$6.53万 | 减仓 |
| META | META PLATFORMS INC | $371.73万 | 1.38% | 6,497 | 420 | 6.9% | $24.03万 | 加仓 |
| V | VISA INC | $390.74万 | 1.45% | 12,928 | -1,070 | -7.6% | -$32.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $423.42万 | 1.58% | 7,336 | -320 | -4.2% | -$18.47万 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $446.53万 | 1.66% | 122,674 | 15,707 | 14.7% | $57.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $561.76万 | 2.09% | 5,638 | 10 | 0.2% | $9,964 | 加仓 |
| BBBS | BONDBLOXX ETF TRUST | $619.59万 | 2.31% | 121,143 | 12,222 | 11.2% | $62.51万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $655.78万 | 2.44% | 130,295 | -5,588 | -4.1% | -$28.12万 | 减仓 |
| SGOV | ISHARES TR | $953.89万 | 3.55% | 94,763 | -3,254 | -3.3% | -$32.75万 | 减仓 |
| AMZN | AMAZON COM INC | $1,020.56万 | 3.80% | 49,002 | 934 | 1.9% | $19.45万 | 加仓 |
| GOOGL | ALPHABET INC | $1,060.97万 | 3.95% | 36,896 | 728 | 2.0% | $20.93万 | 加仓 |
| TBIL | RBB FD INC | $1,190.53万 | 4.43% | 238,775 | 17,111 | 7.7% | $85.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,238.72万 | 4.61% | 71,027 | -1,101 | -1.5% | -$19.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,569.57万 | 5.84% | 42,401 | 5,867 | 16.1% | $217.18万 | 加仓 |
| AAPL | APPLE INC | $2,652.22万 | 9.87% | 104,504 | -11,372 | -9.8% | -$288.61万 | 减仓 |