Strait & Sound Wealth Management LLC
SAN FRANCISCO CA · SEC CIK 0001966210
$2.85亿2026Q2 申报市值
174持仓数
43.1%前十大占比 · 第一大 9.5%
17 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SA 新建仓+$335.46万
BBBS 加仓+$85.32万
NFLX 加仓+$79.97万
SGOV 加仓+$76.38万
BIL 加仓+$72.95万
2026Q2 卖出最多 按季末市值估算
SEABRIDGE GOLD I 清仓-$362.88万
AAPL 减仓-$302.35万
ABR 减仓-$90.02万
AMD 减仓-$89.05万
GOOGL 减仓-$77.62万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $45.55万 | 0.16% | 5,190 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $45.19万 | 0.16% | 2,498 | 240 | 10.6% | $4.34万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $44.52万 | 0.16% | 714 | 26 | 3.8% | $1.62万 | 加仓 |
| IVV | ISHARES TR | $43.81万 | 0.15% | 585 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $43.66万 | 0.15% | 7,104 | 1,074 | 17.8% | $6.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $41.70万 | 0.15% | 5,680 | 1,087 | 23.7% | $7.98万 | 加仓 |
| KO | COCA COLA CO | $41.39万 | 0.15% | 5,093 | 13 | 0.3% | $1,056 | 加仓 |
| VTI | VANGUARD INDEX FDS | $41.04万 | 0.14% | 1,109 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.99万 | 0.14% | 1,733 | 1 | 0.1% | $237 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $39.88万 | 0.14% | 15,095 | 4,074 | 37.0% | $10.76万 | 加仓 |
| — | ETF SER SOLUTIONS | $39.80万 | 0.14% | 10,328 | -58 | -0.6% | -$2,235 | 减仓 |
| TFLO | ISHARES TR | $39.26万 | 0.14% | 7,755 | 725 | 10.3% | $3.67万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $38.46万 | 0.13% | 1,137 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $36.30万 | 0.13% | 3,603 | 3,603 | — | $36.30万 | 新建仓 |
| NOBL | PROSHARES TR | $36.17万 | 0.13% | 6,440 | -1,466 | -18.5% | -$8.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.63万 | 0.12% | 5,969 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $33.99万 | 0.12% | 2,488 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $32.57万 | 0.11% | 3,921 | 101 | 2.6% | $8,390 | 加仓 |
| MRK | MERCK & CO INC | $31.15万 | 0.11% | 2,424 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $31.12万 | 0.11% | 1,986 | -739 | -27.1% | -$11.58万 | 减仓 |
| MO | ALTRIA GROUP INC | $29.85万 | 0.10% | 4,149 | 5 | 0.1% | $360 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $29.81万 | 0.10% | 4,131 | -266 | -6.0% | -$1.92万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $29.62万 | 0.10% | 1,650 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $29.08万 | 0.10% | 2,031 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $29.00万 | 0.10% | 5,988 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $28.82万 | 0.10% | 1,705 | 25 | 1.5% | $4,226 | 加仓 |
| MINT | PIMCO ETF TR | $28.23万 | 0.10% | 2,800 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $27.75万 | 0.10% | 2,366 | 388 | 19.6% | $4.55万 | 加仓 |
| AEE | AMEREN CORP | $27.74万 | 0.10% | 2,454 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $27.57万 | 0.10% | 6,049 | 645 | 11.9% | $2.94万 | 加仓 |
| IEF | ISHARES TR | $27.39万 | 0.10% | 2,896 | 2,896 | — | $27.39万 | 新建仓 |
| WULF | TERAWULF INC | $27.17万 | 0.10% | 11,000 | -950 | -7.9% | -$2.35万 | 减仓 |
| IBTM | ISHARES TR | $26.56万 | 0.09% | 11,702 | 2,148 | 22.5% | $4.87万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $26.31万 | 0.09% | 2,716 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $26.21万 | 0.09% | 8,686 | -100 | -1.1% | -$3,017 | 减仓 |
| MTB | M & T BK CORP | $25.94万 | 0.09% | 1,090 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $25.69万 | 0.09% | 618 | -300 | -32.7% | -$12.47万 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $24.71万 | 0.09% | 19,718 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.37万 | 0.09% | 3,421 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $24.30万 | 0.09% | 1,491 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $23.82万 | 0.08% | 1,508 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.75万 | 0.08% | 223 | 223 | — | $23.75万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $23.50万 | 0.08% | 1,565 | -90 | -5.4% | -$1.35万 | 减仓 |
| ADSK | AUTODESK INC | $22.38万 | 0.08% | 1,151 | -25 | -2.1% | -$4,860 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $22.32万 | 0.08% | 3,737 | -98 | -2.6% | -$5,854 | 减仓 |
| INTC | INTEL CORP | $22.29万 | 0.08% | 1,596 | 1,596 | — | $22.29万 | 新建仓 |
| SMIG | ETF SER SOLUTIONS | $22.22万 | 0.08% | 6,772 | 6,772 | — | $22.22万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $22.06万 | 0.08% | 8,612 | -311 | -3.5% | -$7,966 | 减仓 |
| HYG | ISHARES TR | $21.34万 | 0.07% | 2,668 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $21.29万 | 0.07% | 279 | 279 | — | $21.29万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.08万 | 0.07% | 1,602 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $20.86万 | 0.07% | 1,525 | 1,525 | — | $20.86万 | 新建仓 |
| SLV | ISHARES SILVER TR | $20.73万 | 0.07% | 3,877 | 200 | 5.4% | $1.07万 | 加仓 |
| AEHR | AEHR TEST SYS | $20.70万 | 0.07% | 2,155 | -7,245 | -77.1% | -$69.60万 | 减仓 |
| STT | STATE STR CORP | $20.52万 | 0.07% | 1,210 | 1,210 | — | $20.52万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $20.50万 | 0.07% | 1,200 | 1,200 | — | $20.50万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.47万 | 0.07% | 4,010 | 500 | 14.2% | $2.55万 | 加仓 |
| OSS | ONE STOP SYS INC | $18.18万 | 0.06% | 10,000 | -1,044 | -9.5% | -$1.90万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.87万 | 0.06% | 17,200 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $14.91万 | 0.05% | 12,115 | -3,986 | -24.8% | -$4.91万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $14.00万 | 0.05% | 1,200 | 1,200 | — | $14.00万 | 新建仓 |
| AVGO | BROADCOM INC 看跌期权 | $11.33万 | 0.04% | 300 | 300 | — | $11.33万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $9.54万 | 0.03% | 11,000 | 1,000 | 10.0% | $8,670 | 加仓 |
| — | FLEXIBLE SOLUTIONS INTL INC | $9.48万 | 0.03% | 14,228 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $9.00万 | 0.03% | 527 | 527 | — | $9.00万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $7.14万 | 0.03% | 13,170 | -166,088 | -92.7% | -$90.02万 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $7.05万 | 0.02% | 200 | 200 | — | $7.05万 | 新建仓 |
| INTC | INTEL CORP 看跌期权 | $6.98万 | 0.02% | 500 | 500 | — | $6.98万 | 新建仓 |
| VUG | VANGUARD INDEX FDS 看跌期权 | $3.45万 | 0.01% | 400 | 400 | — | $3.45万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR 看跌期权 | $3.19万 | 0.01% | 600 | 600 | — | $3.19万 | 新建仓 |
| DVY | ISHARES TR 看跌期权 | $3.13万 | 0.01% | 200 | -5,300 | -96.4% | -$82.84万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $2.89万 | 0.01% | 100 | -300 | -75.0% | -$8.68万 | 减仓 |
| NFLX | NETFLIX INC. 看跌期权 | $2.86万 | 0.01% | 400 | -3,600 | -90.0% | -$25.70万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $2.38万 | 0.01% | 100 | -800 | -88.9% | -$19.07万 | 减仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -128,044 | -100.0% | -$362.88万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$277.91万 | 清仓 |
| ORCL | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$51.49万 | 清仓 |
| GOOGL | ALPHABET INC 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$43.13万 | 清仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$40.72万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $0 | 0.00% | 0 | -1,800 | -100.0% | -$36.62万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,601 | -100.0% | -$24.82万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,233 | -100.0% | -$23.39万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,934 | -100.0% | -$20.78万 | 清仓 |
| GLD | SPDR GOLD TR 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$17.21万 | 清仓 |
| QCOM | QUALCOMM INC 看跌期权 | $0 | 0.00% | 0 | -900 | -100.0% | -$11.59万 | 清仓 |
| META | META PLATFORMS INC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$11.44万 | 清仓 |
| SLV | ISHARES SILVER TR 看跌期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$8.18万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$6.76万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$4.17万 | 清仓 |