13F 机构持仓

Strait & Sound Wealth Management LLC

SAN FRANCISCO CA · SEC CIK 0001966210

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.85亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 9.5%
MSFT 5.6%
NVDA 4.9%
GOOGL 4.4%
TBIL 4.3%
AMZN 4.1%
SGOV 3.6%
XHLF 2.5%
BBBS 2.5%
COST 1.9%

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
AAPL APPLE INC $2,721.58万9.54%94,055 -10,449-10.0% -$302.35万 减仓
MSFT MICROSOFT CORP $1,589.72万5.57%42,617 2160.5% $8.06万 加仓
NVDA NVIDIA CORPORATION $1,384.31万4.85%69,184 -1,843-2.6% -$36.88万 减仓
GOOGL ALPHABET INC $1,240.93万4.35%34,724 -2,172-5.9% -$77.62万 减仓
TBIL RBB FD INC $1,216.54万4.27%243,992 5,2172.2% $26.01万 加仓
AMZN AMAZON COM INC $1,163.58万4.08%48,820 -182-0.4% -$4.34万 减仓
SGOV ISHARES TR $1,030.36万3.61%102,350 7,5878.0% $76.38万 加仓
XHLF BONDBLOXX ETF TRUST $705.45万2.47%140,248 9,9537.6% $50.06万 加仓
BBBS BONDBLOXX ETF TRUST $703.69万2.47%137,857 16,71413.8% $85.32万 加仓
COST COSTCO WHOLESALE CORPORATION $536.18万1.88%5,732 941.7% $8.79万 加仓
XCCC BONDBLOXX ETF TRUST $501.76万1.76%137,223 14,54911.9% $53.20万 加仓
QQQ INVESCO QQQ TR $488.16万1.71%6,629 -707-9.6% -$52.06万 减仓
V VISA INC $429.31万1.51%12,513 -415-3.2% -$14.24万 减仓
AMD ADVANCED MICRO DEVICES INC $403.62万1.42%6,948 -1,533-18.1% -$89.05万 减仓
SPY STATE STR SPDR S&P 500 ETF T $370.63万1.30%4,963 -114-2.2% -$8.51万 减仓
XONE BONDBLOXX ETF TRUST $354.76万1.24%71,858 -1,172-1.6% -$5.79万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $349.62万1.23%6,987 -102-1.4% -$5.10万 减仓
META META PLATFORMS INC $342.17万1.20%6,075 -422-6.5% -$23.77万 减仓
XEMD BONDBLOXX ETF TRUST $339.12万1.19%75,495 5,3067.6% $23.83万 加仓
SA SEABRIDGE GOLD INC $335.46万1.18%130,327 130,327— $335.46万 新建仓
HD HOME DEPOT INC $309.16万1.08%8,766 -152-1.7% -$5.36万 减仓
WMT WALMART INC $286.23万1.00%25,272 -171-0.7% -$1.94万 减仓
JPM JPMORGAN CHASE & CO $273.26万0.96%8,348 -733-8.1% -$23.99万 减仓
TSLA TESLA INC $272.93万0.96%6,489 2824.5% $11.86万 加仓
ABBV ABBVIE INC $256.60万0.90%10,197 -62-0.6% -$1.56万 减仓
BSJQ INVESCO EXCH TRD SLF IDX FD $254.38万0.89%110,818 16,83517.9% $38.64万 加仓
JNJ JOHNSON & JOHNSON $246.84万0.87%9,719 -997-9.3% -$25.32万 减仓
— BONDBLOXX ETF TRUST $243.51万0.85%49,746 4,1899.2% $20.51万 加仓
BSJS INVESCO EXCH TRD SLF IDX FD $238.86万0.84%109,848 16,29117.4% $35.42万 加仓
SPMO INVESCO EXCH TRADED FD TR II $236.62万0.83%14,648 -51-0.3% -$8,239 减仓
— BONDBLOXX ETF TRUST $227.53万0.80%57,967 8,70217.7% $34.16万 加仓
GSY INVESCO ACTIVELY MANAGED EXC $223.52万0.78%44,571 3,3458.1% $16.78万 加仓
GS GOLDMAN SACHS GROUP INC $223.23万0.78%2,207 -117-5.0% -$11.83万 减仓
AVGO BROADCOM INC $217.55万0.76%5,759 -817-12.4% -$30.86万 减仓
ORCL ORACLE CORP $214.55万0.75%14,640 -103-0.7% -$1.51万 减仓
XTRE BONDBLOXX ETF TRUST $210.63万0.74%42,959 5,62515.1% $27.58万 加仓
RTX RTX CORPORATION $203.60万0.71%10,731 -22-0.2% -$4,174 减仓
OEF ISHARES TR $192.15万0.67%5,252 -11-0.2% -$4,025 减仓
AMGN AMGEN INC $191.64万0.67%5,292 170.3% $6,156 加仓
MS MORGAN STANLEY $188.87万0.66%9,035 -202-2.2% -$4.22万 减仓
MA MASTERCARD INCORPORATED $186.74万0.65%3,636 -41-1.1% -$2.11万 减仓
IBM INTERNATIONAL BUSINESS MACHS $184.32万0.65%6,554 -138-2.1% -$3.88万 减仓
PLTR PALANTIR TECHNOLOGIES INC $183.21万0.64%15,703 1,4119.9% $16.46万 加仓
BIL SPDR SERIES TRUST $169.13万0.59%18,456 7,96075.8% $72.95万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $160.55万0.56%71,801 5,5408.4% $12.39万 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $151.73万0.53%69,473 -226-0.3% -$4,936 减仓
VUG VANGUARD INDEX FDS $150.92万0.53%17,520 420.2% $3,618 加仓
ARR ARMOUR RESIDENTIAL REIT INC $144.89万0.51%83,029 9,67713.2% $16.89万 加仓
HYGH ISHARES U S ETF TR $139.36万0.49%16,091 3232.0% $2.80万 加仓
QUAL ISHARES TR $138.62万0.49%6,317 2634.3% $5.77万 加仓
DGRW WISDOMTREE TR $117.64万0.41%12,303 1961.6% $1.87万 加仓
VT VANGUARD INTL EQUITY INDEX F $116.77万0.41%7,440 -10-0.1% -$1,570 减仓
FXI ISHARES TR $116.76万0.41%36,960 -191-0.5% -$6,034 减仓
NFLX NETFLIX INC. $116.07万0.41%16,256 11,200221.5% $79.97万 加仓
USMV ISHARES TR $115.34万0.40%11,957 -151-1.2% -$1.46万 减仓
PANW PALO ALTO NETWORKS INC $109.09万0.38%3,199 -95-2.9% -$3.24万 减仓
GOOG ALPHABET INC $108.38万0.38%3,068 -162-5.0% -$5.72万 减仓
IGM ISHARES TR $107.83万0.38%6,592 -65-1.0% -$1.06万 减仓
EWJ ISHARES INC $107.26万0.38%11,500 -4-0.0% -$373 减仓
— EXXON MOBIL CORP $106.09万0.37%7,760 2673.6% $3.65万 加仓
XLK SELECT SECTOR SPDR TR $105.05万0.37%5,514 -200-3.5% -$3.81万 减仓
FLTR VANECK ETF TRUST $104.88万0.37%40,952 3,5659.5% $9.13万 加仓
CVX CHEVRON CORPORATION $104.01万0.36%6,275 1933.2% $3.20万 加仓
LLY ELI LILLY & CO $102.63万0.36%856 -21-2.4% -$2.52万 减仓
IRM IRON MTN INC DEL $101.52万0.36%8,038 -98-1.2% -$1.24万 减仓
SHEL SHELL PLC $100.74万0.35%12,992 5244.2% $4.06万 加仓
VLO VALERO ENERGY CORP $100.63万0.35%3,864 2196.0% $5.70万 加仓
DVY ISHARES TR $99.42万0.35%6,361 -10-0.2% -$1,563 减仓
DXJ WISDOMTREE TR $98.23万0.34%5,661 -119-2.1% -$2.06万 减仓
PG PROCTER & GAMBLE CO $94.05万0.33%6,414 -118-1.8% -$1.73万 减仓
BA BOEING CO $92.41万0.32%4,269 431.0% $9,308 加仓
SBUX STARBUCKS CORP $83.92万0.29%8,213 20.0% $204 加仓
GDX VANECK ETF TRUST $83.46万0.29%11,061 4824.6% $3.64万 加仓
MU MICRON TECHNOLOGY INC $82.19万0.29%712 7912.5% $9.12万 加仓
CSCO CISCO SYS INC $80.78万0.28%6,877 88514.8% $10.40万 加仓
XFIV BONDBLOXX ETF TRUST $78.66万0.28%16,159 11,083218.3% $53.95万 加仓
VGT VANGUARD WORLD FD $78.47万0.28%6,565 130.2% $1,554 加仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $78.23万0.27%19,770 4582.4% $1.81万 加仓
XLE SELECT SECTOR SPDR TR $74.29万0.26%13,988 1,2389.7% $6.58万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $74.16万0.26%1,553 20.1% $955 加仓
XLU SELECT SECTOR SPDR TR $71.74万0.25%15,823 1991.3% $9,023 加仓
XLV SELECT SECTOR SPDR TR $70.58万0.25%4,448 2375.6% $3.76万 加仓
DIA STATE STR SPDR DOW JONES IND $70.57万0.25%1,351 -995-42.4% -$51.98万 减仓
GLD SPDR GOLD TR $69.92万0.25%1,898 55040.8% $20.26万 加仓
INDA ISHARES TR $68.33万0.24%13,834 -546-3.8% -$2.70万 减仓
EUFN ISHARES TR $67.63万0.24%17,346 -463-2.6% -$1.81万 减仓
TXN TEXAS INSTRS INC $65.84万0.23%2,209 00.0% — 不变
QCOM QUALCOMM INC $64.14万0.22%3,471 -254-6.8% -$4.69万 减仓
— INVESTMENT MANAGERS SER TR I $62.01万0.22%29,129 30.0% $64 加仓
VOO VANGUARD INDEX FDS $60.92万0.21%887 -20-2.2% -$1.37万 减仓
— GLOBAL X FDS $60.69万0.21%13,741 -499-3.5% -$2.20万 减仓
CEF SPROTT ASSET MANAGEMENT LP $60.43万0.21%15,022 2,20017.2% $8.85万 加仓
UPS UNITED PARCEL SVCS INC $56.81万0.20%5,285 -582-9.9% -$6.26万 减仓
GLW CORNING INC $56.63万0.20%2,217 -308-12.2% -$7.87万 减仓
LMT LOCKHEED MARTIN CORP $54.36万0.19%1,067 30.3% $1,528 加仓
XETYX EATON VANCE TAX-MANAGED DIVE $53.45万0.19%36,763 -863-2.3% -$1.25万 减仓
ITOT ISHARES TR $50.83万0.18%3,094 -633-17.0% -$10.40万 减仓
MCD MCDONALDS CORP $50.01万0.18%1,850 -127-6.4% -$3.43万 减仓
ETN EATON CORP PLC $49.98万0.18%1,173 00.0% — 不变
CRWV COREWEAVE INC $49.46万0.17%4,969 -520-9.5% -$5.18万 减仓