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
BTU PEABODY ENERGY CORP COM $7,6290.00%232 00.0% — 不变
HCMT DIREXION HCM TACTICAL ENHANCED US ETF $7,6430.00%217 00.0% — 不变
TENB TENABLE HLDGS INC COM $7,6730.00%450 00.0% — 不变
BDN BRANDYWINE RLTY TR SH BEN INT NEW $7,6970.00%2,905 00.0% — 不变
A AGILENT TECHNOLOGIES INC COM $7,7000.00%67 00.0% — 不变
COHU COHU INC COM $7,7000.00%242 00.0% — 不变
IHE ISHARES U.S. PHARMACEUTICALS ETF $7,7160.00%88 00.0% — 不变
SIVR ABRDN PHYSICAL SILVER SHARES ETF $7,7300.00%108 00.0% — 不变
SMMT SUMMIT THERAPEUTICS INC COM $7,7570.00%410 -595-59.2% -$1.13万 减仓
MLM MARTIN MARIETTA MATLS INC COM $7,7950.00%13 685.7% $3,598 加仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $7,8020.00%177 1702,428.6% $7,493 加仓
EMN EASTMAN CHEM CO COM $7,8080.00%103 00.0% — 不变
FNV FRANCO NEV CORP COM $7,8160.00%31 13.3% $252 加仓
NHC NATIONAL HEALTHCARE CORP COM $7,8170.00%49 00.0% — 不变
GTY GETTY RLTY CORP NEW COM $7,8550.00%245 00.0% — 不变
DMLP DORCHESTER MINERALS L P COM UNIT $7,8670.00%287 00.0% — 不变
VSAT VIASAT INC COM $7,8700.00%174 00.0% — 不变
IAG IAMGOLD CORP COM $7,8720.00%400 00.0% — 不变
INMD INMODE LTD SHS $7,8910.00%576 00.0% — 不变
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF $7,8930.00%402 00.0% — 不变
AKR ACADIA RLTY TR COM SH BEN INT $7,8940.00%410 00.0% — 不变
KYN KAYNE ANDERSON ENERGY INFRSTR COM $7,9180.00%575 00.0% — 不变
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF $7,9230.00%388 00.0% — 不变
KRG KITE REALTY GROUP TRUST COM NEW $7,9580.00%326 00.0% — 不变
VTS VITESSE ENERGY INC COMMON STOCK $7,9800.00%453 00.0% — 不变
— GALECTIN THERAPEUTICS INC COM NEW $7,9860.00%2,980 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE INC COM $7,9940.00%40 371,233.3% $7,394 加仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $7,9950.00%310 -6,875-95.7% -$17.73万 减仓
— PROASSURANCE CORP COM $8,0520.00%326 233250.5% $5,755 加仓
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF $8,0730.00%128 00.0% — 不变
PLXS PLEXUS CORP COM $8,0820.00%39 00.0% — 不变
IAUX I-80 GOLD CORP COM $8,0980.00%5,030 00.0% — 不变
SSRM SSR MINING IN COM $8,1110.00%257 72.8% $221 加仓
MHO M/I HOMES INC COM $8,1180.00%66 00.0% — 不变
WTFC WINTRUST FINL CORP COM $8,1210.00%58 00.0% — 不变
PNW PINNACLE WEST CAP CORP COM $8,1220.00%80 -102-56.0% -$1.04万 减仓
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND $8,1240.00%98 00.0% — 不变
IYG ISHARES US FINANCIAL SERVICES ETF $8,1260.00%98 -32-24.6% -$2,653 减仓
WHR WHIRLPOOL CORP COM $8,1420.00%150 00.0% — 不变
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK $8,1420.00%1,581 00.0% — 不变
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF $8,1790.00%419 00.0% — 不变
— AVALONBAY CMNTYS INC COM $8,1890.00%50 -18-26.5% -$2,948 减仓
— DIGITALBRIDGE GROUP INC CL A NEW $8,2040.00%531 5001,612.9% $7,725 加仓
MRCY MERCURY SYS INC COM $8,2230.00%110 10.9% $75 加仓
MDU MDU RES GROUP INC COM $8,2310.00%391 20.5% $42 加仓
RBC RBC BEARINGS INC COM $8,2800.00%15 00.0% — 不变
CRML CRITICAL METALS CORP PUBCO ORD SHS $8,3100.00%1,000 -1,000-50.0% -$8,310 重新持有
GDXJ VANECK JUNIOR GOLD MINERS ETF $8,3920.00%67 67— $8,392 新建仓
MARA MARA HOLDINGS INC COM $8,3940.00%1,044 00.0% — 不变
UIS UNISYS CORP COM NEW $8,4020.00%4,059 00.0% — 不变
ALX ALEXANDERS INC COM $8,4250.00%37 00.0% — 不变
EWA ISHARES MSCI AUSTRALIA ETF $8,4270.00%300 00.0% — 不变
— DIMENSIONAL U.S. SMALL CAP ETF $8,4390.00%118 00.0% — 不变
PIPR PIPER SANDLER COMPANIES COM NEW $8,4570.00%110 83307.4% $6,381 加仓
NMR NOMURA HLDGS INC SPONSORED ADR $8,4680.00%1,039 -1,075-50.9% -$8,761 减仓
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF $8,4890.00%388 00.0% — 不变
ALLY ALLY FINL INC COM $8,5110.00%214 00.0% — 不变
UMH UMH PPTYS INC COM $8,5230.00%583 00.0% — 不变
— CSG SYS INTL INC COM $8,5310.00%106 00.0% — 不变
SKY CHAMPION HOMES INC COM $8,5330.00%115 00.0% — 不变
ARDX ARDELYX INC COM $8,5480.00%1,399 20617.3% $1,259 加仓
ACM AECOM COM $8,5700.00%100 00.0% — 不变
CRC CALIFORNIA RES CORP COM STOCK $8,5760.00%130 10.8% $66 加仓
PUMP PROPETRO HLDG CORP COM $8,5860.00%636 00.0% — 不变
RHP RYMAN HOSPITALITY PPTYS INC COM $8,5890.00%93 -1-1.1% -$92 减仓
SBAR SIMPLIFY BARRIER INCOME ETF $8,5920.00%352 -605-63.2% -$1.48万 减仓
FULT FULTON FINL CORP PA COM $8,6680.00%421 00.0% — 不变
AX AXOS FINANCIAL INC COM $8,6830.00%101 00.0% — 不变
GNW GENWORTH FINL INC COM SHS $8,6900.00%1,061 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $8,6900.00%65 58.3% $668 加仓
OSIS OSI SYSTEMS INC COM $8,6980.00%33 00.0% — 不变
— ARROWMARK FINANCIAL CORP COM $8,7070.00%453 40.9% $77 加仓
ALGT ALLEGIANT TRAVEL CO COM $8,7280.00%105 -8-7.1% -$665 减仓
LAZ LAZARD INC COM $8,7340.00%208 -382-64.7% -$1.60万 减仓
RCUS ARCUS BIOSCIENCES INC COM $8,7360.00%400 00.0% — 不变
TVAL T. ROWE PRICE VALUE ETF $8,7460.00%240 00.0% — 不变
USD PROSHARES ULTRA SEMICONDUCTORS $8,7790.00%176 00.0% — 不变
TU TELUS CORPORATION COM $8,8070.00%679 00.0% — 不变
SCHM SCHWAB U.S. MID-CAP ETF $8,8130.00%282 -327-53.7% -$1.02万 减仓
AGGH SIMPLIFY AGGREGATE BOND ETF $8,8480.00%435 -1,397-76.3% -$2.84万 减仓
MNST MONSTER BEVERAGE CORP NEW COM $8,8780.00%122 00.0% — 不变
— COTERRA ENERGY INC COM $8,9060.00%263 -56-17.6% -$1,896 减仓
OUT OUTFRONT MEDIA INC COM NEW $8,9260.00%335 41.2% $107 加仓
FTDR FRONTDOOR INC COM $8,9410.00%164 00.0% — 不变
RDNT RADNET INC COM $8,9600.00%162 00.0% — 不变
HEQT SIMPLIFY HEDGED EQUITY ETF $8,9720.00%286 286— $8,972 新建仓
MAC MACERICH CO COM $8,9970.00%464 40.9% $78 加仓
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $8,9990.00%192 192— $8,999 新建仓
ENVA ENOVA INTL INC COM $9,0350.00%66 00.0% — 不变
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND $9,0500.00%193 -50-20.6% -$2,345 减仓
INFY INFOSYS LTD SPONSORED ADR $9,0570.00%681 681— $9,057 新建仓
RUN SUNRUN INC COM $9,0980.00%643 00.0% — 不变
JOE ST JOE CO COM $9,1200.00%142 10.7% $64 加仓
IXP ISHARES GLOBAL COMM SERVICES ETF $9,1380.00%79 00.0% — 不变
— BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT $9,1530.00%842 00.0% — 不变
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF $9,1590.00%258 00.0% — 不变
BUFZ FT VEST LADDERED MODERATE BUFFER ETF $9,1630.00%348 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL COM $9,1970.00%250 00.0% — 不变
BKLN INVESCO SENIOR LOAN ETF $9,2030.00%450 -85-15.9% -$1,738 减仓
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF $9,2550.00%271 271— $9,255 新建仓