13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$22.28亿2026Q2 申报市值
483持仓数
20.5%前十大占比 · 第一大 2.6%
10 / 2123新建仓 / 清仓
申报市值走势$22.28亿2026Q2
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

HTGC 2.6%
ARCC 2.3%
GBDC 2.2%
TSLX 2.1%
OBDC 2.1%
BXSL 1.9%
SHYG 1.9%
HYEM 1.9%
EMHY 1.8%
PFLT 1.8%

2026Q2 买入最多 按季末市值估算

AMT 加仓+$1,689.55万
CLX 加仓+$920.21万
G 新建仓+$634.36万
ACN 加仓+$601.28万
KHC 加仓+$462.56万

2026Q2 卖出最多 按季末市值估算

DLR 减仓-$1,892.43万
C 减仓-$1,218.31万
CSCO 减仓-$916.72万
DINO 减仓-$506.39万
BNY 减仓-$476.92万

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
XEVTX EATON VANCE TAX ADVT DIV INCM COM $00.00%0 -15,026-100.0% -$37.31万 清仓
XEXGX EATON VANCE TAX-MANAGED GLOBAL COM $00.00%0 -41,604-100.0% -$36.82万 清仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $00.00%0 -4,223-100.0% -$33.38万 清仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $00.00%0 -6,526-100.0% -$32.95万 清仓
— ISHARES LARGE CAP VALUE ACTIVE ETF $00.00%0 -8,347-100.0% -$30.30万 清仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $00.00%0 -3,425-100.0% -$29.54万 清仓
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR $00.00%0 -8,089-100.0% -$29.20万 清仓
— HONEYWELL INTL INC COM $00.00%0 -1,237-100.0% -$28.23万 清仓
RWL INVESCO S&P 500 REVENUE ETF $00.00%0 -2,404-100.0% -$27.70万 清仓
BP BP PLC SPONSORED ADR $00.00%0 -5,314-100.0% -$24.54万 清仓
FMDE FIDELITY ENHANCED MID CAP ETF $00.00%0 -6,618-100.0% -$24.04万 清仓
AWK AMERICAN WTR WKS CO INC NEW COM $00.00%0 -1,643-100.0% -$22.47万 清仓
TM TOYOTA MOTOR CORP ADS $00.00%0 -1,072-100.0% -$22.47万 清仓
ABT ABBOTT LABORATORIES COM $00.00%0 -2,166-100.0% -$22.18万 清仓
BF/B BROWN FORMAN CORP CL B $00.00%0 -8,325-100.0% -$22.07万 清仓
HCA HCA HEALTHCARE INC COM $00.00%0 -440-100.0% -$20.89万 清仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $00.00%0 -4,169-100.0% -$20.79万 清仓
VBK VANGUARD SMALL-CAP GROWTH ETF $00.00%0 -673-100.0% -$20.52万 清仓
WPC WP CAREY INC COM $00.00%0 -2,899-100.0% -$20.12万 清仓
CRM SALESFORCE INC COM $00.00%0 -1,067-100.0% -$19.87万 清仓
— FIRST TRUST CONSUMER STAPLES ALPHADEX FUND $00.00%0 -3,074-100.0% -$19.62万 清仓
MPLX MPLX LP COM UNIT REP LTD $00.00%0 -3,432-100.0% -$19.19万 清仓
LHX L3HARRIS TECHNOLOGIES INC COM $00.00%0 -542-100.0% -$19.17万 清仓
— FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL $00.00%0 -4,768-100.0% -$18.98万 清仓
IXJ ISHARES GLOBAL HEALTHCARE ETF $00.00%0 -1,985-100.0% -$18.76万 清仓
FEGE FIRST EAGLE GLOBAL EQUITY ETF $00.00%0 -3,931-100.0% -$18.60万 清仓
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF $00.00%0 -3,633-100.0% -$18.55万 清仓
DTE DTE ENERGY CO COM $00.00%0 -1,258-100.0% -$18.51万 清仓
ADBE ADOBE INC COM $00.00%0 -755-100.0% -$18.22万 清仓
GILD GILEAD SCIENCES INC COM $00.00%0 -1,296-100.0% -$18.18万 清仓
FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY $00.00%0 -3,227-100.0% -$18.16万 清仓
KCE STATE STREET SPDR S&P CAPITAL MARKETS ETF $00.00%0 -1,322-100.0% -$18.13万 清仓
XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF $00.00%0 -3,654-100.0% -$18.07万 清仓
DBC INVESCO DB COMMODITY INDEX TRACKING FUND $00.00%0 -6,277-100.0% -$18.00万 清仓
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF $00.00%0 -9,392-100.0% -$17.78万 清仓
BKNG BOOKING HOLDINGS INC COM $00.00%0 -1,050-100.0% -$17.58万 清仓
SHEL SHELL PLC SPON ADS $00.00%0 -1,868-100.0% -$17.19万 清仓
BX BLACKSTONE INC COM $00.00%0 -1,487-100.0% -$17.00万 清仓
VIG VANGUARD DIVIDEND APPRECIATION ETF $00.00%0 -786-100.0% -$16.95万 清仓
NAD NUVEEN QUALITY MUNCP INCOME FD COM $00.00%0 -14,412-100.0% -$16.93万 清仓
PPG PPG INDS INC COM $00.00%0 -1,568-100.0% -$16.70万 清仓
LDOS LEIDOS HOLDINGS INC COM $00.00%0 -1,059-100.0% -$16.52万 清仓
WM WASTE MGMT INC DEL COM $00.00%0 -713-100.0% -$16.47万 清仓
IWM ISHARES RUSSELL 2000 ETF $00.00%0 -659-100.0% -$16.45万 清仓
RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF $00.00%0 -2,364-100.0% -$16.28万 清仓
ICE INTERCONTINENTAL EXCHANGE INC COM $00.00%0 -1,021-100.0% -$16.14万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -3,031-100.0% -$16.08万 清仓
IYJ ISHARES U.S. INDUSTRIALS ETF $00.00%0 -1,077-100.0% -$16.07万 清仓
IBB ISHARES BIOTECHNOLOGY ETF $00.00%0 -940-100.0% -$16.00万 清仓
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND $00.00%0 -1,330-100.0% -$15.96万 清仓
FEOE FIRST EAGLE OVERSEAS EQUITY ETF $00.00%0 -3,106-100.0% -$15.87万 清仓
AZN ASTRAZENECA PLC ORD $00.00%0 -788-100.0% -$15.82万 清仓
SCHF SCHWAB INTERNATIONAL EQUITY ETF $00.00%0 -6,285-100.0% -$15.80万 清仓
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND $00.00%0 -1,284-100.0% -$15.75万 清仓
MAR MARRIOTT INTL INC NEW CL A $00.00%0 -471-100.0% -$15.71万 清仓
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF $00.00%0 -3,225-100.0% -$15.67万 清仓
APA APA CORPORATION COM $00.00%0 -3,765-100.0% -$15.57万 清仓
— FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF $00.00%0 -2,662-100.0% -$15.49万 清仓
— INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF $00.00%0 -1,309-100.0% -$15.46万 清仓
EFG ISHARES MSCI EAFE GROWTH ETF $00.00%0 -1,359-100.0% -$15.45万 清仓
COP CONOCOPHILLIPS COM $00.00%0 -1,201-100.0% -$15.42万 清仓
UNP UNION PAC CORP COM $00.00%0 -634-100.0% -$15.42万 清仓
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF $00.00%0 -5,184-100.0% -$15.25万 清仓
CATY CATHAY GEN BANCORP COM $00.00%0 -2,995-100.0% -$15.18万 清仓
— INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF $00.00%0 -2,623-100.0% -$15.18万 清仓
RCL ROYAL CARIBBEAN GROUP COM $00.00%0 -532-100.0% -$14.99万 清仓
LNC LINCOLN NATL CORP IND COM $00.00%0 -4,237-100.0% -$14.93万 清仓
INTU INTUIT COM $00.00%0 -349-100.0% -$14.86万 清仓
ILF ISHARES LATIN AMERICA 40 ETF $00.00%0 -4,155-100.0% -$14.82万 清仓
B BARRICK MNG CORP COM SHS $00.00%0 -3,511-100.0% -$14.82万 清仓
HSY HERSHEY CO COM $00.00%0 -729-100.0% -$14.79万 清仓
TMUS T-MOBILE US INC COM $00.00%0 -724-100.0% -$14.79万 清仓
VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND $00.00%0 -1,941-100.0% -$14.77万 清仓
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF $00.00%0 -3,134-100.0% -$14.66万 清仓
SFLR INNOVATOR EQUITY MANAGED FLOOR ETF $00.00%0 -4,083-100.0% -$14.58万 清仓
LUV SOUTHWEST AIRLS CO COM $00.00%0 -3,811-100.0% -$14.57万 清仓
IVZ INVESCO LTD SHS $00.00%0 -5,983-100.0% -$14.55万 清仓
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF $00.00%0 -2,422-100.0% -$14.37万 清仓
FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND $00.00%0 -1,548-100.0% -$14.25万 清仓
PNC PNC FINL SVCS GROUP INC COM $00.00%0 -676-100.0% -$14.14万 清仓
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN $00.00%0 -7,064-100.0% -$14.13万 清仓
IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF $00.00%0 -1,434-100.0% -$13.95万 清仓
DGRO ISHARES CORE DIVIDEND GROWTH ETF $00.00%0 -1,979-100.0% -$13.89万 清仓
BJ BJS WHSL CLUB HLDGS INC COM $00.00%0 -1,446-100.0% -$13.68万 清仓
PECO PHILLIPS EDISON & CO INC COMMON STOCK $00.00%0 -3,672-100.0% -$13.68万 清仓
UAL UNITED AIRLS HLDGS INC COM $00.00%0 -1,424-100.0% -$13.54万 清仓
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF $00.00%0 -1,879-100.0% -$13.32万 清仓
SMCI SUPER MICRO COMPUTER INC COM NEW $00.00%0 -5,898-100.0% -$13.28万 清仓
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF $00.00%0 -1,206-100.0% -$13.28万 清仓
IUSG ISHARES CORE S&P U.S. GROWTH ETF $00.00%0 -842-100.0% -$13.24万 清仓
SNDA SONIDA SENIOR LIVING INC COM $00.00%0 -4,080-100.0% -$13.10万 清仓
GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST $00.00%0 -4,049-100.0% -$12.92万 清仓
SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF $00.00%0 -2,656-100.0% -$12.92万 清仓
PSA PUBLIC STORAGE OPER CO COM $00.00%0 -465-100.0% -$12.85万 清仓
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF $00.00%0 -6,714-100.0% -$12.80万 清仓
COIN COINBASE GLOBAL INC COM CL A $00.00%0 -739-100.0% -$12.78万 清仓
ESGV VANGUARD ESG U.S. STOCK ETF $00.00%0 -1,124-100.0% -$12.73万 清仓
J JACOBS SOLUTIONS INC COM $00.00%0 -989-100.0% -$12.71万 清仓
NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF $00.00%0 -1,876-100.0% -$12.61万 清仓
CRWV COREWEAVE INC COM CL A $00.00%0 -1,603-100.0% -$12.57万 清仓