13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$20.71亿2026Q1 申报市值
2,586持仓数
21.0%前十大占比 · 第一大 2.4%
220 / 158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 2.4%
ARCC 2.3%
GBDC 2.3%
TSLX 2.2%
OBDC 2.1%
SHYG 2.1%
HYEM 2.0%
BXSL 1.9%
PFLT 1.9%
EMHY 1.9%

2026Q1 买入最多 按季末市值估算

AMCR 新建仓+$1,934.33万
ACN 加仓+$1,202.12万
HTGC 加仓+$988.31万
SJM 加仓+$859.59万
HRB 加仓+$489.07万

2026Q1 卖出最多 按季末市值估算

EVRG 减仓-$1,449.96万
ENB 减仓-$1,139.58万
MAIN 减仓-$1,131.01万
GEF/B 减仓-$469.80万
PRU 减仓-$376.50万

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
— STELLAR BANCORP INC COM $4,7840.00%130 00.0% — 不变
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $4,8000.00%236 00.0% — 不变
OII OCEANEERING INTL INC COM $4,8120.00%140 00.0% — 不变
HFWA HERITAGE FINL CORP WASH COM $4,8270.00%185 10.5% $26 加仓
BGC BGC GROUP INC CL A $4,8280.00%491 -229-31.8% -$2,252 减仓
PRDO PERDOCEO ED CORP COM $4,8390.00%128 00.0% — 不变
EWC ISHARES MSCI CANADA ETF $4,8480.00%88 911.4% $496 加仓
— SIREN NEXGEN ECONOMY ETF $4,8560.00%230 00.0% — 不变
GFF GRIFFON CORP COM $4,8640.00%66 00.0% — 不变
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND $4,8640.00%55 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOME COM $4,8760.00%400 00.0% — 不变
EWW ISHARES MSCI MEXICO ETF $4,8880.00%64 64— $4,888 新建仓
RGA REINSURANCE GROUP AMER INC COM NEW $4,9020.00%24 00.0% — 不变
BFLY BUTTERFLY NETWORK INC COM CL A $4,9080.00%1,200 00.0% — 不变
ROUS HARTFORD MULTIFACTOR US EQUITY ETF $4,9400.00%83 00.0% — 不变
ALK ALASKA AIR GROUP INC COM $4,9700.00%132 00.0% — 不变
MDB MONGODB INC CL A $4,9870.00%20 -4-16.7% -$997 减仓
HMN HORACE MANN EDUCATORS CORP NEW COM $4,9920.00%117 -132-53.0% -$5,632 减仓
AEG AEGON LTD AMER REG 1 CERT $5,0040.00%679 00.0% — 不变
ABNB AIRBNB INC COM CL A $5,0080.00%40 00.0% — 不变
USPH U S PHYSICAL THERAPY COM $5,0130.00%67 00.0% — 不变
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF $5,0220.00%200 200— $5,022 新建仓
RGLD ROYAL GOLD INC COM $5,0230.00%19 15.6% $264 加仓
BCX BLACKROCK RES & COMMODITIES ST SHS $5,0350.00%412 00.0% — 不变
TKO TKO GROUP HOLDINGS INC CL A $5,0380.00%25 14127.3% $2,821 加仓
— SMI 3FOURTEEN FULL-CYCLE TREND ETF $5,0560.00%202 00.0% — 不变
JRI NUVEEN REAL ASSET INCOME & GRO COM $5,0630.00%404 404— $5,063 新建仓
UPST UPSTART HLDGS INC COM $5,0720.00%200 00.0% — 不变
OVV OVINTIV INC COM $5,0780.00%88 88— $5,078 新建仓
KIE STATE STREET SPDR S&P INSURANCE ETF $5,0870.00%93 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW COM $5,0950.00%333 00.0% — 不变
FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF $5,0950.00%116 00.0% — 不变
— THOR EQUAL WEIGHT LOW VOLATILITY ETF $5,1010.00%160 00.0% — 不变
COLB COLUMBIA BKG SYS INC COM $5,1050.00%183 10.5% $28 加仓
AON AON PLC SHS CL A $5,1410.00%16 -12-42.9% -$3,856 减仓
ADEA ADEIA INC COM $5,1440.00%205 00.0% — 不变
TXUE THORNBURG INTERNATIONAL EQUITY ETF $5,1650.00%158 158— $5,165 新建仓
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND $5,1820.00%60 00.0% — 不变
CLSK CLEANSPARK INC COM NEW $5,2150.00%605 00.0% — 不变
CNP CENTERPOINT ENERGY INC COM $5,2160.00%121 5172.9% $2,198 加仓
VICR VICOR CORP COM $5,2190.00%33 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A $5,2300.00%132 00.0% — 不变
MTX MINERALS TECHNOLOGIES INC COM $5,2340.00%73 00.0% — 不变
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF $5,2490.00%100 00.0% — 不变
PEB PEBBLEBROOK HOTEL TR COM $5,2510.00%415 00.0% — 不变
HL HECLA MINING COMPANY COM $5,2750.00%275 -240-46.6% -$4,604 减仓
NGVT INGEVITY CORP COM $5,2760.00%73 00.0% — 不变
AGO ASSURED GUARANTY LTD COM $5,2860.00%66 -11-14.3% -$881 减仓
HBAN HUNTINGTON BANCSHARES INC COM $5,2880.00%333 -585-63.7% -$9,290 减仓
— FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF $5,2920.00%118 00.0% — 不变
OMCL OMNICELL COM COM $5,2950.00%156 00.0% — 不变
BBH VANECK BIOTECH ETF $5,3010.00%28 00.0% — 不变
PTRB PGIM TOTAL RETURN BOND ETF $5,3160.00%128 00.0% — 不变
CVCO CAVCO INDS INC DEL COM $5,3420.00%11 00.0% — 不变
UNF UNIFIRST CORP MASS COM $5,3530.00%21 00.0% — 不变
HUBG HUB GROUP INC CL A $5,3790.00%147 10.7% $37 加仓
SAH SONIC AUTOMOTIVE INC CL A $5,3830.00%82 00.0% — 不变
SMP STANDARD MTR PRODS INC COM $5,3890.00%151 10.7% $36 加仓
CLF CLEVELAND-CLIFFS INC NEW COM $5,3920.00%652 00.0% — 不变
IDGT ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF $5,4610.00%55 00.0% — 不变
PCRX PACIRA BIOSCIENCES INC COM $5,4700.00%240 157189.2% $3,578 加仓
ARCB ARCBEST CORP COM $5,4980.00%55 00.0% — 不变
BKSY BLACKSKY TECHNOLOGY INC CL A NEW $5,5240.00%200 00.0% — 不变
BOH BANK HAWAII CORP COM $5,5240.00%74 11.4% $75 加仓
ZIM ZIM INTEGRATED SHIPPING SERV SHS $5,5270.00%213 00.0% — 不变
— TOPBUILD COR COM $5,5370.00%15 00.0% — 不变
BRC BRADY CORP CL A $5,5690.00%67 00.0% — 不变
JGH NUVEEN GLOBAL HIGH INCOME FD SHS $5,5970.00%451 00.0% — 不变
— VIRTUS BIOTECH ETF $5,6100.00%67 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS INC COM $5,6280.00%325 10.3% $17 加仓
XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF $5,6310.00%86 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC COM $5,6440.00%62 -12-16.2% -$1,092 减仓
CARG CARGURUS INC COM CL A $5,6700.00%169 -50-22.8% -$1,678 减仓
PATK PATRICK INDS INC COM $5,6950.00%50 00.0% — 不变
DBB INVESCO DB BASE METALS FUND $5,6980.00%240 00.0% — 不变
— REX-OSPREY XRP ETF $5,7000.00%514 00.0% — 不变
LEN LENNAR CORP CL A $5,7540.00%67 -22-24.7% -$1,889 减仓
HLF HERBALIFE LTD COM SHS $5,7560.00%400 00.0% — 不变
KINS KINGSTONE COS INC COM $5,7580.00%396 00.0% — 不变
ETW EATON VANCE TAX-MANAGED GLOBAL COM $5,7590.00%646 646— $5,759 新建仓
IETC ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF $5,7950.00%65 -377-85.3% -$3.36万 减仓
BBIN JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF $5,7970.00%78 00.0% — 不变
EG EVEREST GROUP LTD COM $5,8070.00%18 -3-14.3% -$968 减仓
TDW TIDEWATER INC NEW COM $5,8410.00%70 00.0% — 不变
STBA S & T BANCORP INC COM $5,8490.00%138 10.7% $42 加仓
PK PARK HOTELS & RESORTS INC COM $5,8650.00%565 00.0% — 不变
RBA RB GLOBAL INC COM $5,8930.00%61 11.7% $97 加仓
EVC ENTRAVISION COMMUNICATIONS CP CL A $5,8940.00%1,978 331.7% $98 加仓
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK $5,8940.00%278 10.4% $21 加仓
VGLT VANGUARD LONG-TERM TREASURY ETF $5,8960.00%107 21.9% $110 加仓
— PROSHARES ULTRA TECHNOLOGY $5,9000.00%73 00.0% — 不变
USFD US FOODS HLDG CORP COM $5,9040.00%65 00.0% — 不变
SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF $5,9310.00%78 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC CL B $5,9560.00%225 -266-54.2% -$7,041 减仓
MIDD MIDDLEBY CORP COM $5,9760.00%45 00.0% — 不变
DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF $5,9790.00%103 103— $5,979 新建仓
NTRS NORTHERN TR CORP COM $6,0000.00%42 00.0% — 不变
AIR AAR CORP COM $6,0140.00%54 00.0% — 不变
WTI W & T OFFSHORE INC COM $6,0380.00%2,006 2,006— $6,038 新建仓
CMP COMPASS MINERALS INTL INC COM $6,0400.00%258 -1-0.4% -$23 减仓