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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $46.49万 | 0.17% | 5,992 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看跌期权 | $43.13万 | 0.16% | 1,500 | 1,500 | — | $43.13万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $42.89万 | 0.16% | 2,209 | -41 | -1.8% | -$7,960 | 减仓 |
| CRWV | COREWEAVE INC | $42.52万 | 0.16% | 5,489 | 390 | 7.6% | $3.02万 | 加仓 |
| ETN | EATON CORP PLC | $41.95万 | 0.16% | 1,173 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $41.91万 | 0.16% | 3,953 | 3,953 | — | $41.91万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $40.72万 | 0.15% | 1,100 | 1,100 | — | $40.72万 | 新建仓 |
| — | ETF SER SOLUTIONS | $38.66万 | 0.14% | 10,386 | 60 | 0.6% | $2,234 | 加仓 |
| KO | COCA COLA CO | $38.63万 | 0.14% | 5,080 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看跌期权 | $38.46万 | 0.14% | 4,000 | 4,000 | — | $38.46万 | 新建仓 |
| IVV | ISHARES TR | $38.21万 | 0.14% | 585 | -12 | -2.0% | -$7,839 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $37.33万 | 0.14% | 2,258 | -240 | -9.6% | -$3.97万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $37.26万 | 0.14% | 1,732 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $36.62万 | 0.14% | 1,800 | 1,800 | — | $36.62万 | 新建仓 |
| TFLO | ISHARES TR | $35.59万 | 0.13% | 7,030 | 132 | 1.9% | $6,683 | 加仓 |
| VTI | VANGUARD INDEX FDS | $35.58万 | 0.13% | 1,109 | -15 | -1.3% | -$4,812 | 减仓 |
| AEHR | AEHR TEST SYS | $34.86万 | 0.13% | 9,400 | 9,400 | — | $34.86万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $34.39万 | 0.13% | 1,137 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $34.33万 | 0.13% | 2,525 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $33.82万 | 0.13% | 4,593 | 1,672 | 57.2% | $12.31万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $33.48万 | 0.12% | 6,030 | 362 | 6.4% | $2.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.26万 | 0.12% | 5,969 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $31.63万 | 0.12% | 4,397 | 192 | 4.6% | $1.38万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $31.32万 | 0.12% | 3,820 | 1,257 | 49.0% | $10.30万 | 重新持有 |
| VRSK | VERISK ANALYTICS INC | $31.31万 | 0.12% | 1,650 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $31.14万 | 0.12% | 8,786 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.61万 | 0.11% | 1,680 | -25 | -1.5% | -$4,554 | 减仓 |
| IOO | ISHARES TR | $30.10万 | 0.11% | 2,488 | 363 | 17.1% | $4.39万 | 加仓 |
| MRK | MERCK & CO INC | $29.16万 | 0.11% | 2,424 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $28.77万 | 0.11% | 5,988 | 5,988 | — | $28.77万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $28.64万 | 0.11% | 1,655 | -140 | -7.8% | -$2.42万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $28.27万 | 0.11% | 11,021 | 11,021 | — | $28.27万 | 新建仓 |
| MINT | PIMCO ETF TR | $28.16万 | 0.10% | 2,800 | 163 | 6.2% | $1.64万 | 加仓 |
| ADSK | AUTODESK INC | $28.15万 | 0.10% | 1,176 | -15 | -1.3% | -$3,591 | 减仓 |
| MO | ALTRIA GROUP INC | $27.35万 | 0.10% | 4,144 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $26.97万 | 0.10% | 2,454 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $26.61万 | 0.10% | 2,031 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $25.35万 | 0.09% | 2,716 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $25.06万 | 0.09% | 3,677 | 330 | 9.9% | $2.25万 | 加仓 |
| XFIV | BONDBLOXX ETF TRUST | $24.95万 | 0.09% | 5,076 | 5,076 | — | $24.95万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.84万 | 0.09% | 918 | 918 | — | $24.84万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $24.82万 | 0.09% | 2,601 | 2,601 | — | $24.82万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $24.78万 | 0.09% | 5,404 | -1,229 | -18.5% | -$5.64万 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $23.46万 | 0.09% | 19,718 | -1,115 | -5.4% | -$1.33万 | 减仓 |
| KR | KROGER CO | $23.39万 | 0.09% | 3,233 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $22.93万 | 0.09% | 3,835 | -468 | -10.9% | -$2.80万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $22.82万 | 0.08% | 8,923 | -5,856 | -39.6% | -$14.97万 | 减仓 |
| MTB | M & T BK CORP | $22.53万 | 0.08% | 1,090 | -200 | -15.5% | -$4.13万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.33万 | 0.08% | 1,508 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $22.09万 | 0.08% | 16,101 | -10,890 | -40.3% | -$14.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.92万 | 0.08% | 3,421 | -560 | -14.1% | -$3.59万 | 减仓 |
| IBTM | ISHARES TR | $21.91万 | 0.08% | 9,554 | 9,554 | — | $21.91万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.80万 | 0.08% | 1,602 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $21.70万 | 0.08% | 1,978 | 137 | 7.4% | $1.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $21.39万 | 0.08% | 633 | -1,000 | -61.2% | -$33.78万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $21.36万 | 0.08% | 1,491 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $21.23万 | 0.08% | 2,668 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $20.78万 | 0.08% | 3,934 | -200 | -4.8% | -$1.06万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.72万 | 0.08% | 3,510 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看跌期权 | $18.74万 | 0.07% | 900 | 900 | — | $18.74万 | 新建仓 |
| WULF | TERAWULF INC | $17.24万 | 0.06% | 11,950 | -600 | -4.8% | -$8,658 | 减仓 |
| GLD | SPDR GOLD TR 看跌期权 | $17.21万 | 0.06% | 400 | 400 | — | $17.21万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $14.90万 | 0.06% | 17,200 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC 看跌期权 | $11.59万 | 0.04% | 900 | 900 | — | $11.59万 | 新建仓 |
| META | META PLATFORMS INC 看跌期权 | $11.44万 | 0.04% | 200 | 200 | — | $11.44万 | 新建仓 |
| AAPL | APPLE INC 看跌期权 | $10.15万 | 0.04% | 400 | 400 | — | $10.15万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $9.95万 | 0.04% | 10,000 | 10,000 | — | $9.95万 | 新建仓 |
| OSS | ONE STOP SYS INC | $8.36万 | 0.03% | 11,044 | 11,044 | — | $8.36万 | 新建仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $8.18万 | 0.03% | 1,200 | 1,200 | — | $8.18万 | 新建仓 |
| — | FLEXIBLE SOLUTIONS INTL INC | $7.68万 | 0.03% | 14,228 | 2,500 | 21.3% | $1.35万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $6.76万 | 0.03% | 200 | 200 | — | $6.76万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $4.17万 | 0.02% | 200 | 200 | — | $4.17万 | 新建仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -15,381 | -100.0% | -$156.21万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | -17,320 | -100.0% | -$42.83万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -5,274 | -100.0% | -$35.46万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -395 | -100.0% | -$22.37万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$20.59万 | 清仓 |