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
JXN JACKSON FINANCIAL INC COM CL A $1.41万0.00%134 -349-72.3% -$3.66万 减仓
PTEN PATTERSON-UTI ENERGY INC COM $1.41万0.00%1,361 131.0% $135 加仓
JBHT HUNT J B TRANS SVCS INC COM $1.41万0.00%66 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC COM $1.41万0.00%286 00.0% — 不变
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW $1.42万0.00%454 11032.0% $3,439 加仓
BOOT BOOT BARN HLDGS INC COM $1.42万0.00%99 00.0% — 不变
VIAV VIAVI SOLUTIONS INC COM $1.43万0.00%405 00.0% — 不变
ESE ESCO TECHNOLOGIES INC COM $1.44万0.00%49 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV ORD SHS $1.44万0.00%997 -88-8.1% -$1,270 减仓
WPP WPP PLC NEW ADR $1.44万0.00%897 89429,800.0% $1.43万 加仓
JBL JABIL INC COM $1.44万0.00%53 00.0% — 不变
CNR CORE NATURAL RESOURCES INC COM SHS $1.44万0.00%142 00.0% — 不变
— INVESCO S&P 500 VALUE WITH MOMENTUM ETF $1.44万0.00%209 00.0% — 不变
EGO ELDORADO GOLD CORP NEW COM $1.45万0.00%400 00.0% — 不变
HOOD ROBINHOOD MKTS INC COM CL A $1.45万0.00%207 -33-13.8% -$2,314 减仓
AAL AMERICAN AIRLINES GROUP INC COM $1.46万0.00%1,309 00.0% — 不变
CDC VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF $1.46万0.00%205 00.0% — 不变
HSIC SCHEIN HENRY INC COM $1.46万0.00%200 00.0% — 不变
BBT BEACON FINANCIAL CORP. COM $1.46万0.00%483 51.0% $151 加仓
KGS KODIAK GAS SVCS INC COM $1.46万0.00%253 31.2% $173 加仓
— SUPERNUS PHARMACEUTICALS COM $1.48万0.00%287 13791.3% $7,047 加仓
NLR VANECK URANIUM AND NUCLEAR ETF $1.48万0.00%110 -175-61.4% -$2.35万 减仓
— CATALYST PHARMACEUTICALS INC COM $1.48万0.00%597 29195.1% $7,223 加仓
WDAY WORKDAY INC CL A $1.48万0.00%115 -6-5.0% -$774 减仓
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF $1.49万0.00%309 248.4% $1,156 加仓
SITM SITIME CORP COM $1.49万0.00%42 00.0% — 不变
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $1.49万0.00%296 00.0% — 不变
IP INTERNATIONAL PAPER CO COM $1.49万0.00%418 -292-41.1% -$1.04万 减仓
USRT ISHARES CORE U.S. REIT ETF $1.49万0.00%251 2301,095.2% $1.37万 加仓
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF $1.49万0.00%394 00.0% — 不变
PPH VANECK PHARMACEUTICAL ETF $1.50万0.00%143 00.0% — 不变
KN KNOWLES CORP COM $1.50万0.00%571 00.0% — 不变
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF $1.50万0.00%268 00.0% — 不变
OLP ONE LIBERTY PPTYS INC COM $1.50万0.00%691 00.0% — 不变
SU SUNCOR ENERGY INC NEW COM $1.51万0.00%232 134136.7% $8,702 加仓
IBP INSTALLED BLDG PRODS INC COM $1.52万0.00%56 11.8% $271 加仓
DGX QUEST DIAGNOSTICS INC COM $1.52万0.00%77 11.3% $198 加仓
CC CHEMOURS CO COM $1.53万0.00%710 20.3% $43 加仓
— STATE STREET SPDR S&P HEALTH CARE SERVICES ETF $1.53万0.00%152 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC COM $1.53万0.00%332 14779.5% $6,771 加仓
FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF $1.53万0.00%500 00.0% — 不变
AVT AVNET INC COM $1.53万0.00%244 00.0% — 不变
ARKG ARK GENOMIC REVOLUTION ETF $1.54万0.00%567 -100-15.0% -$2,709 减仓
CMS CMS ENERGY CORP COM $1.54万0.00%197 -146-42.6% -$1.14万 减仓
PML PIMCO MUN INCOME FD II COM $1.54万0.00%2,022 -1,175-36.8% -$8,944 减仓
— LXP INDUSTRIAL TRUST COM $1.54万0.00%335 -4-1.2% -$184 减仓
ARR ARMOUR RESIDENTIAL REIT INC COM SHS $1.54万0.00%914 -67-6.8% -$1,130 减仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $1.54万0.00%257 195314.5% $1.17万 加仓
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM $1.55万0.00%1,708 -3,899-69.5% -$3.53万 减仓
MXI ISHARES GLOBAL MATERIALS ETF $1.56万0.00%144 00.0% — 不变
ADX ADAMS DIVERSIFIED EQUITY FD COM $1.56万0.00%695 8013.0% $1,792 加仓
FFBC 1ST FINL BANCORP COM $1.56万0.00%555 50.9% $140 加仓
SXI STANDEX INTL CORP COM $1.56万0.00%60 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC COM $1.57万0.00%14 00.0% — 不变
ETSY ETSY INC COM $1.58万0.00%316 00.0% — 不变
IAT ISHARES U.S. REGIONAL BANKS ETF $1.58万0.00%290 00.0% — 不变
XBI STATE STREET SPDR S&P BIOTECH ETF $1.58万0.00%123 3438.2% $4,371 加仓
INSW INTERNATIONAL SEAWAYS INC COM $1.58万0.00%219 41.9% $289 加仓
KIM KIMCO REALTY CORP COM $1.59万0.00%708 -144-16.9% -$3,234 减仓
BMNR BITMINE IMMERSION TECHS INC COM NEW $1.59万0.00%808 30059.1% $5,907 加仓
AVK ADVENT CONV & INCOME FD COM $1.59万0.00%1,400 00.0% — 不变
MET METLIFE INC COM $1.60万0.00%224 -159-41.5% -$1.13万 减仓
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $1.60万0.00%338 00.0% — 不变
PBOG PORTFOLIO BUILDING BLOCK INTEGRATED OIL AND GAS AND EXPLORATION AND PRODUCT $1.61万0.00%470 470— $1.61万 新建仓
TTMI TTM TECHNOLOGIES INC COM $1.61万0.00%166 00.0% — 不变
LOGI LOGITECH INTL S A SHS $1.61万0.00%176 134319.0% $1.23万 加仓
CP CANADIAN PACIFIC KANSAS CITY COM $1.61万0.00%207 4024.0% $3,121 加仓
PTGX PROTAGONIST THERAPEUTICS INC COM $1.62万0.00%156 -128-45.1% -$1.33万 减仓
— ARCOSA INC COM $1.63万0.00%151 00.0% — 不变
HCSG HEALTHCARE SVCS GROUP INC COM $1.64万0.00%916 540143.6% $9,639 加仓
IEUR ISHARES CORE MSCI EUROPE ETF $1.64万0.00%229 62.7% $429 加仓
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF $1.64万0.00%588 00.0% — 不变
BUFD FT VEST LADDERED DEEP BUFFER ETF $1.64万0.00%585 00.0% — 不变
BRO BROWN & BROWN INC COM $1.65万0.00%256 20.8% $129 加仓
CWEN CLEARWAY ENERGY INC CL C $1.66万0.00%415 30.7% $120 加仓
IX ORIX CORP SPONSORED ADR $1.66万0.00%544 00.0% — 不变
TOL TOLL BROTHERS INC COM $1.66万0.00%121 -37-23.4% -$5,068 减仓
NVG NUVEEN AMT FREE MUN CR INC FD COM $1.66万0.00%1,326 00.0% — 不变
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $1.67万0.00%521 00.0% — 不变
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF $1.67万0.00%117 00.0% — 不变
NPO ENPRO INC COM $1.68万0.00%66 00.0% — 不变
PBPH PORTFOLIO BUILDING BLOCK WORLD PHARMA AND BIOTECH INDEX ETF $1.68万0.00%652 652— $1.68万 新建仓
EPR EPR PPTYS COM SH BEN INT $1.69万0.00%335 3110.2% $1,559 加仓
FFIV F5 INC COM $1.69万0.00%57 42280.0% $1.24万 加仓
IAK ISHARES U.S. INSURANCE ETF $1.70万0.00%133 00.0% — 不变
FUL FULLER H B CO COM $1.70万0.00%272 10.4% $62 加仓
BCS BARCLAYS PLC ADR $1.70万0.00%778 19633.7% $4,279 加仓
— XAI MADISON EQUITY PREMIUM INC COM $1.70万0.00%2,900 00.0% — 不变
NWG NATWEST GROUP PLC SPONS ADR $1.70万0.00%1,093 19822.1% $3,079 加仓
AGX ARGAN INC COM $1.71万0.00%30 00.0% — 不变
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $1.73万0.00%509 00.0% — 不变
JCI JOHNSON CTLS INTL PLC SHS $1.73万0.00%128 -53-29.3% -$7,148 减仓
— SILA REALTY TRUST INC COMMON STOCK $1.73万0.00%727 -1,051-59.1% -$2.50万 减仓
HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF $1.73万0.00%534 346.8% $1,104 加仓
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND $1.74万0.00%481 10.2% $36 加仓
PGR PROGRESSIVE CORP COM $1.74万0.00%90 -31-25.6% -$5,994 减仓
NKE NIKE INC CL B $1.74万0.00%390 212119.1% $9,462 加仓
RNST RENASANT CORP COM $1.74万0.00%472 30.6% $111 加仓
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF $1.75万0.00%138 00.0% — 不变
LULU LULULEMON ATHLETICA INC COM $1.75万0.00%110 -15-12.0% -$2,382 减仓