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
UE URBAN EDGE PPTYS COM $1.13万0.00%569 61.1% $119 加仓
GKOS GLAUKOS CORP COM $1.14万0.00%101 00.0% — 不变
JQUA JPMORGAN U.S. QUALITY FACTOR ETF $1.15万0.00%187 10.5% $61 加仓
KXI ISHARES GLOBAL CONSUMER STAPLES ETF $1.15万0.00%172 -13-7.0% -$872 减仓
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF $1.15万0.00%155 00.0% — 不变
DIV GLOBAL X SUPERDIVIDEND US ETF $1.16万0.00%612 612— $1.16万 新建仓
— TRIPLEPOINT VENTURE GROWTH BDC COM $1.16万0.00%2,371 -189-7.4% -$926 减仓
EWH ISHARES MSCI HONG KONG ETF $1.16万0.00%500 500— $1.16万 新建仓
PCG PG&E CORP COM $1.16万0.00%655 475263.9% $8,436 加仓
PNFP PINNACLE FINL PARTNERS INC COM $1.17万0.00%133 00.0% — 不变
CTS CTS CORP COM $1.17万0.00%241 00.0% — 不变
NMZ NUVEEN MUN HIGH INCOME OPPORTU COM $1.17万0.00%1,131 211.9% $217 加仓
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND $1.18万0.00%134 -346-72.1% -$3.05万 减仓
OGE OGE ENERGY CORP COM $1.19万0.00%246 -215-46.6% -$1.04万 减仓
OTIS OTIS WORLDWIDE CORP COM $1.19万0.00%154 -18-10.5% -$1,390 减仓
MGC VANGUARD MEGA CAP ETF $1.19万0.00%50 -408-89.1% -$9.72万 减仓
IR INGERSOLL RAND INC COM $1.19万0.00%149 -1,313-89.8% -$10.51万 减仓
MAS MASCO CORP COM $1.20万0.00%197 00.0% — 不变
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND $1.20万0.00%145 00.0% — 不变
AIG AMERICAN INTL GROUP INC COM NEW $1.20万0.00%159 00.0% — 不变
BUCK SIMPLIFY TREASURY OPTION INCOME ETF $1.20万0.00%510 -1,614-76.0% -$3.80万 减仓
MELI MERCADOLIBRE INC COM $1.20万0.00%7 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. COM $1.20万0.00%184 -23-11.1% -$1,505 减仓
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF $1.20万0.00%150 00.0% — 不变
TRFK PACER DATA AND DIGITAL REVOLUTION ETF $1.21万0.00%190 00.0% — 不变
XHR XENIA HOTELS & RESORTS INC COM $1.21万0.00%825 00.0% — 不变
CALM CAL MAINE FOODS INC COM NEW $1.21万0.00%145 -160-52.5% -$1.33万 减仓
REG REGENCY CTRS CORP COM $1.22万0.00%160 00.0% — 不变
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF $1.22万0.00%491 00.0% — 不变
EXI ISHARES GLOBAL INDUSTRIALS ETF $1.22万0.00%66 -10-13.2% -$1,852 减仓
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $1.22万0.00%415 -1,335-76.3% -$3.93万 减仓
AVSU AVANTIS RESPONSIBLE U.S. EQUITY ETF $1.22万0.00%164 00.0% — 不变
RY ROYAL BK CDA COM $1.23万0.00%75 22.7% $327 加仓
ACGL ARCH CAP GROUP LTD ORD $1.23万0.00%129 80163.3% $7,639 加仓
DEA EASTERLY GOVT PPTYS INC COM SHS $1.23万0.00%582 20353.6% $4,297 加仓
HCC WARRIOR MET COAL INC COM $1.23万0.00%134 1310.7% $1,197 加仓
CACI CACI INTL INC CL A $1.23万0.00%22 -8-26.7% -$4,489 减仓
PDM PIEDMONT REALTY TRUST INC COM CL A $1.23万0.00%1,908 00.0% — 不变
FISV FISERV INC COM $1.24万0.00%223 00.0% — 不变
CAKE CHEESECAKE FACTORY INC COM $1.24万0.00%224 10.4% $55 加仓
STAA STAAR SURGICAL CO COM PAR $0.01 $1.24万0.00%642 540529.4% $1.04万 加仓
NMIH NMI HLDGS INC COM $1.25万0.00%334 -6-1.8% -$224 减仓
WT WISDOMTREE INC COM $1.25万0.00%863 20.2% $29 加仓
CMBT CMB.TECH NV SHS $1.25万0.00%997 00.0% — 不变
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF $1.25万0.00%384 00.0% — 不变
GRPM INVESCO S&P MIDCAP 400 GARP ETF $1.26万0.00%106 00.0% — 不变
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $1.26万0.00%403 -227-36.0% -$7,103 减仓
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF $1.27万0.00%494 00.0% — 不变
VKTX VIKING THERAPEUTICS INC COM $1.27万0.00%385 16071.1% $5,274 加仓
CSL CARLISLE COS INC COM $1.27万0.00%38 28280.0% $9,389 加仓
SCL STEPAN CO COM $1.28万0.00%255 20.8% $100 加仓
KLIC KULICKE & SOFFA INDS INC COM $1.28万0.00%193 00.0% — 不变
BBJP JPMORGAN BETABUILDERS JAPAN ETF $1.28万0.00%181 181— $1.28万 新建仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $1.28万0.00%124 21.6% $207 加仓
VTOL BRISTOW GROUP INC COM $1.28万0.00%275 10.4% $47 加仓
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS $1.29万0.00%1,857 00.0% — 不变
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF $1.29万0.00%74 00.0% — 不变
FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF $1.30万0.00%616 00.0% — 不变
IDXX IDEXX LABS INC COM $1.30万0.00%23 17283.3% $9,599 加仓
BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF $1.30万0.00%135 -22-14.0% -$2,122 减仓
INSM INSMED INC COM PAR $.01 $1.30万0.00%79 -35-30.7% -$5,770 减仓
DIOD DIODES INC COM $1.30万0.00%189 00.0% — 不变
— INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF $1.31万0.00%335 00.0% — 不变
FOX FOX CORP CL B COM $1.31万0.00%248 00.0% — 不变
ONIT ONITY GROUP INC COM NEW $1.31万0.00%334 00.0% — 不变
HPQ HP INC COM $1.31万0.00%693 -619-47.2% -$1.17万 减仓
VCYT VERACYTE INC COM $1.32万0.00%406 205.2% $648 加仓
AUPH AURINIA PHARMACEUTICALS INC COM $1.32万0.00%851 00.0% — 不变
AZZ AZZ INC COM $1.32万0.00%104 00.0% — 不变
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $1.32万0.00%550 00.0% — 不变
BBIO BRIDGEBIO PHARMA INC COM $1.33万0.00%178 00.0% — 不变
CDE COEUR MNG INC COM NEW $1.33万0.00%694 -1,306-65.3% -$2.50万 减仓
CASY CASEYS GEN STORES INC COM $1.33万0.00%18 00.0% — 不变
POWL POWELL INDS INC COM $1.33万0.00%24 850.0% $4,437 加仓
FEZ STATE STREET SPDR EURO STOXX 50 ETF $1.34万0.00%212 00.0% — 不变
QSR RESTAURANT BRANDS INTL INC COM $1.34万0.00%178 10.6% $75 加仓
— HANCOCK JOHN PREM DIVID FD COM SH BEN INT $1.34万0.00%1,015 191.9% $251 加仓
RAA SMI 3FOURTEEN REAL ASSET ALLOCATION ETF $1.34万0.00%484 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC COM $1.35万0.00%1,906 -10,000-84.0% -$7.07万 减仓
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX $1.35万0.00%81 2032.8% $3,336 加仓
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF $1.35万0.00%496 439.5% $1,173 加仓
E ENI SPA SPONSORED ADR $1.36万0.00%247 104.2% $549 加仓
CNI CANADIAN NATL RY CO COM $1.36万0.00%132 -20-13.2% -$2,065 减仓
TROW PRICE T ROWE GROUP INC COM $1.36万0.00%152 -148-49.3% -$1.33万 减仓
— PEAKSTONE REALTY TRUST COMMON SHARES $1.37万0.00%654 -40-5.8% -$835 减仓
JBTM JBT MAREL CORPORATION COM $1.37万0.00%106 00.0% — 不变
EZU ISHARES MSCI EUROZONE ETF $1.38万0.00%217 -146-40.2% -$9,252 减仓
VMRK EQUITY RESIDENTIAL SH BEN INT $1.38万0.00%231 -111-32.5% -$6,610 减仓
BKU BANKUNITED INC COM $1.38万0.00%303 10.3% $45 加仓
MDGL MADRIGAL PHARMACEUTICALS INC COM $1.38万0.00%26 14.0% $530 加仓
LBRT LIBERTY ENERGY INC COM CL A $1.38万0.00%494 10.2% $28 加仓
IWC ISHARES MICRO-CAP ETF $1.38万0.00%86 00.0% — 不变
KTB KONTOOR BRANDS INC COM $1.39万0.00%196 8576.6% $6,012 加仓
TXG 10X GENOMICS INC CL A COM $1.39万0.00%629 14028.6% $3,087 加仓
— SPRUCE BIOSCIENCES INC COM NEW $1.39万0.00%200 00.0% — 不变
SHOO MADDEN STEVEN LTD COM $1.40万0.00%410 20.5% $68 加仓
BG BUNGE GLOBAL SA COM SHS $1.40万0.00%109 -94-46.3% -$1.21万 减仓
MOH MOLINA HEALTHCARE INC COM $1.40万0.00%103 00.0% — 不变
MTH MERITAGE HOMES CORP COM $1.40万0.00%226 10.4% $62 加仓
IBRX IMMUNITYBIO INC COM $1.41万0.00%1,968 00.0% — 不变