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
CRS CARPENTER TECHNOLOGY CORP COM $6,0650.00%15 00.0% — 不变
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND $6,0730.00%66 610.0% $552 加仓
PDFS PDF SOLUTIONS INC COM $6,0790.00%182 4734.8% $1,570 加仓
— VIRNETX HLDG CORP COM $6,0830.00%405 00.0% — 不变
CHEF CHEFS WHSE INC COM $6,0910.00%104 00.0% — 不变
LMND LEMONADE INC COM $6,1070.00%100 00.0% — 不变
WYNN WYNN RESORTS LTD COM $6,1560.00%60 00.0% — 不变
FOXA FOX CORP CL A COM $6,1670.00%105 00.0% — 不变
SEDG SOLAREDGE TECHNOLOGIES INC COM $6,1730.00%119 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $6,1990.00%127 -25-16.4% -$1,220 减仓
DG DOLLAR GEN CORP COM $6,2230.00%53 00.0% — 不变
TRP TC ENERGY CORP COM $6,2350.00%100 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC COM $6,2520.00%400 -200-33.3% -$3,126 减仓
TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF $6,2540.00%158 2619.7% $1,029 加仓
RUM RUMBLE INC COM CL A $6,2630.00%1,250 -1,623-56.5% -$8,132 减仓
XMHQ INVESCO S&P MIDCAP QUALITY ETF $6,2650.00%60 00.0% — 不变
FBP FIRST BANCORP CORPORATION COM NEW $6,2670.00%290 20.7% $43 加仓
— SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF $6,2700.00%103 00.0% — 不变
DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER $6,2870.00%144 00.0% — 不变
NBTB NBT BANCORP INC COM $6,3010.00%147 10.7% $43 加仓
INVA INNOVIVA INC COM $6,3440.00%271 00.0% — 不变
BB BLACKBERRY LTD COM $6,3500.00%1,890 1,890— $6,350 新建仓
SHO SUNSTONE HOTEL INVS INC NEW COM $6,3640.00%708 00.0% — 不变
DAN DANA INC COM $6,3690.00%186 10.5% $34 加仓
ATEN A10 NETWORKS INC COM $6,3750.00%265 10.4% $24 加仓
RUSHA RUSH ENTERPRISES INC CL A $6,3780.00%97 11.0% $66 加仓
— VIRTUS TOTAL RETURN FD INC COM $6,3790.00%945 00.0% — 不变
HYMC HYCROFT MINING HOLDING CORP CL A NEW $6,3790.00%182 182— $6,379 新建仓
GRMN GARMIN LTD SHS $6,4240.00%27 00.0% — 不变
BFH BREAD FINANCIAL HOLDINGS INC COM $6,4410.00%88 11.1% $73 加仓
REX REX AMERICAN RES CORP COM $6,4910.00%146 00.0% — 不变
VSH VISHAY INTERTECHNOLOGY INC COM $6,5010.00%353 20.6% $37 加仓
TLN TALEN ENERGY CORP COM $6,5620.00%20 00.0% — 不变
— STRATEGY INC SERIES A PERP PF $6,5950.00%92 00.0% — 不变
PSIX POWER SOLUTIONS INTL INC COM NEW $6,6180.00%100 00.0% — 不变
GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF $6,6270.00%30 00.0% — 不变
MLI MUELLER INDS INC COM $6,6390.00%59 918.0% $1,013 加仓
MYRG MYR GROUP INC COM $6,6540.00%23 00.0% — 不变
ROAD CONSTRUCTION PARTNERS INC COM CL A $6,6610.00%59 00.0% — 不变
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF $6,6680.00%200 -223-52.7% -$7,435 重新持有
APD AIR PRODUCTS AND CHEMICALS INC COM $6,7170.00%23 -9-28.1% -$2,628 减仓
ASTE ASTEC INDS INC COM $6,7210.00%120 10.8% $56 加仓
SIG SIGNET JEWELERS LIMITED SHS $6,7820.00%78 11.3% $87 加仓
EQX EQUINOX GOLD CORP COM $6,7980.00%455 00.0% — 不变
MWA MUELLER WTR PRODS INC COM SER A $6,7990.00%242 00.0% — 不变
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND $6,8110.00%42 42— $6,811 新建仓
LH LABCORP HOLDINGS INC COM SHS $6,8250.00%25 13108.3% $3,549 加仓
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES $6,8380.00%547 00.0% — 不变
— ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF $6,8530.00%270 00.0% — 不变
CVNA CARVANA CO CL A $6,8660.00%22 00.0% — 不变
AORT ARTIVION INC COM $6,8660.00%201 4125.6% $1,401 加仓
BITO PROSHARES BITCOIN ETF $6,8890.00%736 500211.9% $4,680 加仓
CINF CINCINNATI FINL CORP COM $6,9540.00%44 2191.3% $3,319 加仓
AM ANTERO MIDSTREAM CORP COM $6,9910.00%310 103.3% $226 加仓
NTCT NETSCOUT SYS INC COM $7,0110.00%217 00.0% — 不变
— SUN CTRY AIRLS HLDGS INC COM $7,0470.00%418 00.0% — 不变
— VUZIX CORP COM NEW $7,0500.00%3,000 00.0% — 不变
NWN NORTHWEST NAT HLDG CO COM $7,0530.00%131 1412.0% $754 加仓
ASO ACADEMY SPORTS & OUTDOORS INC COM $7,0590.00%122 00.0% — 不变
PFGC PERFORMANCE FOOD GROUP CO COM $7,0760.00%84 -1-1.2% -$84 减仓
NBHC NATIONAL BK HLDGS CORP CL A $7,1010.00%180 21.1% $79 加仓
— ISHARES FINTECH ACTIVE ETF $7,1380.00%323 00.0% — 不变
WSC WILLSCOT HLDGS CORP COM CL A $7,1440.00%405 -763-65.3% -$1.35万 减仓
TNL TRAVEL PLUS LEISURE CO COM $7,1440.00%100 00.0% — 不变
FIG FIGMA INC CLASS A COM STK $7,1470.00%350 00.0% — 不变
PARR PAR PAC HOLDINGS INC COM NEW $7,1540.00%116 00.0% — 不变
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF $7,1630.00%174 00.0% — 不变
WCN WASTE CONNECTIONS INC COM $7,1660.00%44 822.2% $1,303 加仓
ESGD ISHARES ESG AWARE MSCI EAFE ETF $7,1970.00%74 00.0% — 不变
WAT WATERS CORP COM $7,1970.00%24 24— $7,197 新建仓
SILJ AMPLIFY JUNIOR SILVER MINERS ETF $7,2100.00%234 234— $7,210 新建仓
GFI GOLD FIELDS LTD SPONSORED ADR $7,2200.00%150 00.0% — 不变
PAAS PAN AMERN SILVER CORP COM $7,2250.00%130 99319.4% $5,502 加仓
NJR NEW JERSEY RES CORP COM $7,2590.00%132 00.0% — 不变
ACT ENACT HLDGS INC COM $7,2720.00%179 157713.6% $6,378 加仓
PLAB PHOTRONICS INC COM $7,2770.00%178 100128.2% $4,088 加仓
BBEU JPMORGAN BETABUILDERS EUROPE ETF $7,2780.00%99 99— $7,278 新建仓
RIOT RIOT PLATFORMS INC COM $7,2790.00%580 00.0% — 不变
ARI APOLLO COML REAL ESTATE FIN COM $7,2800.00%691 00.0% — 不变
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $7,2800.00%73 710.6% $698 加仓
BXP BXP INC COM $7,2960.00%143 00.0% — 不变
SYF SYNCHRONY FINANCIAL COM $7,3160.00%107 00.0% — 不变
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF $7,3180.00%392 00.0% — 不变
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF $7,3230.00%235 00.0% — 不变
URGN UROGEN PHARMA LTD COM $7,3490.00%388 -100-20.5% -$1,894 减仓
GPC GENUINE PARTS CO COM $7,3690.00%70 -74-51.4% -$7,790 减仓
BBCA JPMORGAN BETABUILDERS CANADA ETF $7,3810.00%78 78— $7,381 新建仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $7,3830.00%128 00.0% — 不变
— NUVALENT INC COM $7,3950.00%70 1322.8% $1,373 加仓
NAK NORTHERN DYNASTY MINERALS LTD COM NEW $7,4000.00%5,000 00.0% — 不变
— SOLID BIOSCIENCES INC COM NEW $7,4170.00%1,005 1,005— $7,417 新建仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $7,4290.00%157 00.0% — 不变
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF $7,5050.00%125 125— $7,505 新建仓
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $7,5190.00%106 -11-9.4% -$780 减仓
NGS NATURAL GAS SVCS GROUP INC COM $7,5250.00%201 00.0% — 不变
XERS XERIS BIOPHARMA HOLDINGS INC COM $7,5320.00%1,247 988.5% $592 加仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $7,5360.00%26 00.0% — 不变
TDC TERADATA CORP DEL COM $7,5470.00%299 -686-69.6% -$1.73万 减仓
NTR NUTRIEN LTD COM $7,6050.00%102 4578.9% $3,355 加仓
PAYX PAYCHEX INC COM $7,6270.00%84 912.0% $817 加仓