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
— FLUSHING FINL CORP COM $9,2580.00%600 00.0% — 不变
— TRI POINTE HOMES INC COM $9,2630.00%199 00.0% — 不变
CENX CENTURY ALUM CO COM $9,2720.00%146 00.0% — 不变
SNN SMITH & NEPHEW PLC SPDN ADR NEW $9,2870.00%289 205244.0% $6,588 加仓
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND $9,2980.00%516 00.0% — 不变
GSY INVESCO ULTRA SHORT DURATION ETF $9,3240.00%186 00.0% — 不变
MTRN MATERION CORP COM $9,3370.00%63 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $9,3820.00%121 -38-23.9% -$2,946 减仓
FOXY SIMPLIFY CURRENCY STRATEGY ETF $9,4220.00%315 -611-66.0% -$1.83万 减仓
BUG GLOBAL X CYBERSECURITY ETF $9,4260.00%372 00.0% — 不变
— STERLING CAPITAL ENHANCED CORE BOND ETF $9,4420.00%378 196107.7% $4,896 加仓
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $9,4600.00%130 -1-0.8% -$73 减仓
KMT KENNAMETAL INC COM $9,4660.00%259 10.4% $37 加仓
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER $9,5190.00%220 00.0% — 不变
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $9,5230.00%174 00.0% — 不变
— REX AI EQUITY PREMIUM INCOME ETF $9,5420.00%280 00.0% — 不变
VSTS VESTIS CORPORATION COM SHS $9,5420.00%1,220 00.0% — 不变
ASM AVINO SILVER & GOLD MINES LTD COM $9,5560.00%1,450 1,000222.2% $6,590 加仓
OPLN OPENLANE INC COM $9,5620.00%325 00.0% — 不变
— SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF $9,5900.00%1,000 1,000— $9,590 新建仓
HUT HUT 8 CORP COM $9,6140.00%203 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP COM $9,6510.00%214 10.5% $45 加仓
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF $9,6690.00%175 00.0% — 不变
VECO VEECO INSTRS INC DEL COM $9,6730.00%279 00.0% — 不变
MSCI MSCI INC COM $9,7020.00%18 14350.0% $7,546 加仓
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF $9,7120.00%320 00.0% — 不变
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF $9,7190.00%100 00.0% — 不变
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF $9,7230.00%98 00.0% — 不变
PSMT PRICESMART INC COM $9,7310.00%64 00.0% — 不变
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND $9,7530.00%109 00.0% — 不变
TWLO TWILIO INC CL A $9,7850.00%75 00.0% — 不变
FHB FIRST HAWAIIAN INC COM $9,7880.00%392 41.0% $100 加仓
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN $9,8060.00%450 00.0% — 不变
DGII DIGI INTL INC COM $9,8160.00%200 00.0% — 不变
BANC BANC OF CALIFORNIA INC COM $9,8220.00%555 20.4% $35 加仓
IYM ISHARES U.S. BASIC MATERIALS ETF $9,8320.00%55 00.0% — 不变
— VANECK RETAIL ETF $9,8390.00%39 00.0% — 不变
ARKB ARK 21SHARES BITCOIN ETF $9,8400.00%435 00.0% — 不变
BEAM BEAM THERAPEUTICS INC COM $9,9060.00%409 00.0% — 不变
NDAQ NASDAQ INC COM $9,9230.00%117 10.9% $85 加仓
SXT SENSIENT TECHNOLOGIES CORP COM $9,9700.00%109 10.9% $91 加仓
BMEZ BLACKROCK HEALTH SCIENCES TERM COM SHS $9,9760.00%688 00.0% — 不变
RTO RENTOKIL INITIAL PLC SPONSORED ADR $9,9870.00%312 246372.7% $7,874 加仓
DRI DARDEN RESTAURANTS INC COM $1.00万0.00%52 -11-17.5% -$2,124 减仓
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF $1.00万0.00%80 00.0% — 不变
RYTM RHYTHM PHARMACEUTICALS INC COM $1.00万0.00%114 114— $1.00万 新建仓
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $1.01万0.00%400 00.0% — 不变
VMC VULCAN MATLS CO COM $1.01万0.00%36 00.0% — 不变
ANIP ANI PHARMACEUTICALS INC COM $1.01万0.00%133 106392.6% $8,052 加仓
PSN PARSONS CORP DEL COM $1.01万0.00%184 21.1% $110 加仓
PATN PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF $1.01万0.00%350 00.0% — 不变
— SPECIAL OPPORTUNITIES FD INC COM $1.02万0.00%740 486.9% $663 加仓
URBN URBAN OUTFITTERS INC COM $1.03万0.00%161 00.0% — 不变
MEDP MEDPACE HLDGS INC COM $1.03万0.00%21 750.0% $3,426 加仓
— PGIM HIGH YIELD BOND FUND INC COM $1.04万0.00%786 35080.3% $4,623 加仓
CRGY CRESCENT ENERGY COMPANY CL A COM $1.04万0.00%817 70.9% $89 加仓
USO UNITED STATES OIL FUND LP $1.04万0.00%84 84— $1.04万 新建仓
EPRT ESSENTIAL PPTYS RLTY TR INC COM $1.04万0.00%341 00.0% — 不变
TRN TRINITY INDS INC COM $1.04万0.00%316 188146.9% $6,216 加仓
TWST TWIST BIOSCIENCE CORP COM $1.05万0.00%211 -60-22.1% -$2,972 减仓
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $1.05万0.00%2,006 -566-22.0% -$2,954 减仓
ADNT ADIENT PLC ORD SHS $1.05万0.00%503 00.0% — 不变
PBEU PORTFOLIO BUILDING BLOCK EUROPEAN BANKS INDEX ETF $1.05万0.00%371 371— $1.05万 新建仓
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST $1.05万0.00%111 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC COM NEW $1.05万0.00%110 10.9% $96 加仓
PCAR PACCAR INC COM $1.05万0.00%89 4497.8% $5,197 加仓
— RAREVIEW TAX ADVANTAGED INCOME ETF $1.05万0.00%506 00.0% — 不变
TRMK TRUSTMARK CORP COM $1.06万0.00%249 20.8% $85 加仓
— WHITESTONE REIT COM $1.06万0.00%650 00.0% — 不变
SCHP SCHWAB US TIPS ETF $1.06万0.00%399 61.5% $160 加仓
KWR QUAKER HOUGHTON COM $1.06万0.00%86 11.2% $123 加仓
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $1.07万0.00%584 302107.1% $5,508 加仓
EMBJ EMBRAER S.A. SPONSORED ADS $1.07万0.00%171 00.0% — 不变
GOLF ACUSHNET HLDGS CORP COM $1.07万0.00%115 10.9% $93 加仓
HYD VANECK HIGH YIELD MUNI ETF $1.07万0.00%213 00.0% — 不变
GRBK GREEN BRICK PARTNERS INC COM $1.08万0.00%165 00.0% — 不变
JAVA JPMORGAN ACTIVE VALUE ETF $1.08万0.00%150 87138.1% $6,262 加仓
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $1.08万0.00%214 00.0% — 不变
— OVERLAY SHARES MUNICIPAL BOND ETF $1.08万0.00%502 00.0% — 不变
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF $1.08万0.00%202 00.0% — 不变
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF $1.08万0.00%508 00.0% — 不变
MMIN NYLI MACKAY MUNI INSURED ETF $1.09万0.00%457 00.0% — 不变
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF $1.09万0.00%228 00.0% — 不变
— ISHARES GLOBAL UTILITIES ETF $1.09万0.00%125 00.0% — 不变
FHN FIRST HORIZON CORPORATION COM $1.09万0.00%474 10.2% $23 加仓
UTF COHEN & STEERS INFRASTRUCTURE COM $1.09万0.00%417 30.7% $78 加仓
SKT TANGER INC COM $1.10万0.00%322 11454.8% $3,888 加仓
TFPM TRIPLE FLAG PRECIOUS METAL COM $1.10万0.00%306 00.0% — 不变
ANDE ANDERSONS INC COM $1.10万0.00%151 00.0% — 不变
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI COM $1.10万0.00%677 9616.5% $1,565 加仓
EQIX EQUINIX INC COM $1.10万0.00%11 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC COM $1.10万0.00%126 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR $1.11万0.00%467 92.0% $213 加仓
UNG UNITED STATES NATURAL GAS FUND LP $1.11万0.00%975 -11,736-92.3% -$13.40万 减仓
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $1.12万0.00%168 10.6% $67 加仓
TAN INVESCO SOLAR ETF $1.13万0.00%200 00.0% — 不变
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF $1.13万0.00%155 00.0% — 不变
— AIR LEASE CORP CL A $1.13万0.00%174 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW COM $1.13万0.00%610 00.0% — 不变
EYE NATIONAL VISION HLDGS INC COM $1.13万0.00%473 328226.2% $7,846 加仓