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
BKIE BNY MELLON INTERNATIONAL EQUITY ETF $1.75万0.00%186 186— $1.75万 新建仓
SII SPROTT INC COM NEW $1.76万0.00%120 -30-20.0% -$4,403 减仓
IBTQ ISHARES IBONDS DEC 2035 TERM TREASURY ETF $1.76万0.00%700 00.0% — 不变
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $1.77万0.00%409 00.0% — 不变
MSTR STRATEGY INC CL A NEW $1.77万0.00%144 00.0% — 不变
RDN RADIAN GROUP INC COM $1.77万0.00%537 10.2% $33 加仓
STM STMICROELECTRONICS N V NY REGISTRY $1.79万0.00%518 268107.2% $9,243 加仓
EIS ISHARES MSCI ISRAEL ETF $1.79万0.00%151 121403.3% $1.43万 加仓
PUK PRUDENTIAL PLC ADR $1.79万0.00%612 00.0% — 不变
— BLACKROCK TCP CAPITAL CORP COM $1.80万0.00%5,072 00.0% — 不变
MPTI M-TRON INDS INC COM $1.80万0.00%250 250— $1.80万 新建仓
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $1.81万0.00%1,547 -200-11.4% -$2,336 减仓
— INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF $1.81万0.00%338 00.0% — 不变
IDCC INTERDIGITAL INC COM $1.81万0.00%59 00.0% — 不变
LNG CHENIERE ENERGY INC COM NEW $1.82万0.00%66 -6-8.3% -$1,655 减仓
EDOW FIRST TRUST DOW 30 EQUAL WEIGHT ETF $1.82万0.00%450 00.0% — 不变
TEL TE CONNECTIVITY PLC ORD SHS $1.83万0.00%86 -9-9.5% -$1,914 减仓
SWKS SKYWORKS SOLUTIONS INC COM $1.83万0.00%344 -142-29.2% -$7,560 减仓
RAAX VANECK REAL ASSETS ETF $1.83万0.00%447 00.0% — 不变
OGS ONE GAS INC COM $1.84万0.00%212 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC COM $1.84万0.00%56 -5-8.2% -$1,644 减仓
ACHR ARCHER AVIATION INC COM CL A $1.84万0.00%3,534 00.0% — 不变
PWV INVESCO LARGE CAP VALUE ETF $1.84万0.00%265 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC COM $1.85万0.00%60 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT INC COM $1.86万0.00%122 4150.6% $6,258 加仓
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND $1.86万0.00%338 00.0% — 不变
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF $1.87万0.00%721 00.0% — 不变
IYE ISHARES U.S. ENERGY ETF $1.87万0.00%299 00.0% — 不变
TDG TRANSDIGM GROUP INC COM $1.88万0.00%16 00.0% — 不变
SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF $1.88万0.00%246 00.0% — 不变
RPD RAPID7 INC COM $1.88万0.00%3,458 83231.7% $4,526 加仓
CME CME GROUP INC COM $1.88万0.00%63 00.0% — 不变
OMF ONEMAIN HLDGS INC COM $1.89万0.00%350 00.0% — 不变
LRGF ISHARES U.S. EQUITY FACTOR ETF $1.89万0.00%285 00.0% — 不变
ROIV ROIVANT SCIENCES LTD SHS $1.90万0.00%681 11019.3% $3,062 加仓
XTN STATE STREET SPDR S&P TRANSPORTATION ETF $1.90万0.00%200 00.0% — 不变
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $1.90万0.00%271 00.0% — 不变
THC TENET HEALTHCARE CORP COM NEW $1.90万0.00%100 00.0% — 不变
NTAP NETAPP INC COM $1.91万0.00%187 115159.7% $1.17万 加仓
BSM BLACK STONE MINERALS L P COM UNIT $1.91万0.00%1,300 00.0% — 不变
SAP SAP SE SPON ADR $1.92万0.00%112 10.9% $171 加仓
KGC KINROSS GOLD CORP COM $1.92万0.00%600 -220-26.8% -$7,044 减仓
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF $1.93万0.00%736 -574-43.8% -$1.50万 减仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $1.93万0.00%406 -1,204-74.8% -$5.72万 减仓
SMH VANECK SEMICONDUCTOR ETF $1.93万0.00%49 00.0% — 不变
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $1.93万0.00%364 -68-15.7% -$3,607 减仓
— GRAYSCALE COINDESK CRYPTO 5 ETF $1.93万0.00%615 13427.9% $4,212 加仓
MOG/A MOOG INC CL A $1.93万0.00%64 00.0% — 不变
— ISHARES ETHEREUM TRUST ETF $1.95万0.00%1,209 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC COM $1.95万0.00%599 -285-32.2% -$9,299 减仓
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD $1.96万0.00%426 00.0% — 不变
SOLV SOLVENTUM CORP COM SHS $1.96万0.00%304 -27-8.2% -$1,737 减仓
LGND LIGAND PHARMACEUTICALS INC COM NEW $1.96万0.00%98 4171.9% $8,185 加仓
LTC LTC PPTYS INC COM $1.96万0.00%521 -60-10.3% -$2,254 减仓
ESI ELEMENT SOLUTIONS INC COM $1.96万0.00%566 10.2% $35 加仓
GMAB GENMAB A/S SPONSORED ADS $1.96万0.00%721 634728.7% $1.73万 加仓
BRSP BRIGHTSPIRE CAPITAL INC COM CL A $1.96万0.00%3,532 00.0% — 不变
SYM SYMBOTIC INC CLASS A COM $1.97万0.00%360 00.0% — 不变
TDS TELEPHONE & DATA SYS INC COM NEW $1.98万0.00%448 249125.1% $1.10万 加仓
DNN DENISON MINES CORP COM $1.98万0.00%5,400 00.0% — 不变
MFC MANULIFE FINL CORP COM $1.98万0.00%570 -55-8.8% -$1,913 减仓
SANM SANMINA CORP COM $1.99万0.00%153 00.0% — 不变
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $1.99万0.00%380 113.0% $577 加仓
HP HELMERICH & PAYNE INC COM $2.00万0.00%579 30.5% $104 加仓
EPAM EPAM SYS INC COM $2.00万0.00%148 00.0% — 不变
ARGX ARGENX SE SPONSORED ADR $2.01万0.00%27 -8-22.9% -$5,945 减仓
SYK STRYKER CORPORATION COM $2.01万0.00%61 -88-59.1% -$2.90万 减仓
— OCCIDENTAL PETE CORP WT EXP 080327 $2.01万0.00%514 358229.5% $1.40万 加仓
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $2.02万0.00%341 00.0% — 不变
ECL ECOLAB INC COM $2.02万0.00%75 3066.7% $8,092 加仓
COKE COCA COLA CONS INC COM $2.03万0.00%101 00.0% — 不变
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $2.03万0.00%172 00.0% — 不变
SNEX STONEX GROUP INC COM $2.04万0.00%252 8450.0% $6,784 加仓
FTHI FIRST TRUST BUYWRITE INCOME ETF $2.04万0.00%882 00.0% — 不变
GEF GREIF INC CL A $2.04万0.00%303 00.0% — 不变
MOO VANECK AGRIBUSINESS ETF $2.06万0.00%243 00.0% — 不变
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $2.06万0.00%504 504— $2.06万 新建仓
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF $2.07万0.00%347 00.0% — 不变
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $2.07万0.00%186 -93-33.3% -$1.03万 减仓
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $2.07万0.00%451 00.0% — 不变
AXON AXON ENTERPRISE INC COM $2.08万0.00%49 -3-5.8% -$1,271 减仓
RDDT REDDIT INC CL A $2.08万0.00%153 -50-24.6% -$6,809 减仓
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $2.08万0.00%280 -102-26.7% -$7,593 减仓
FSS FEDERAL SIGNAL CORP COM $2.09万0.00%190 00.0% — 不变
SPHQ INVESCO S&P 500 QUALITY ETF $2.10万0.00%277 10.4% $76 加仓
TLS TELOS CORP MD COM $2.10万0.00%4,861 1984.2% $857 加仓
MGNX MACROGENICS INC COM $2.11万0.00%7,262 00.0% — 不变
— MOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF $2.11万0.00%772 00.0% — 不变
TGTX TG THERAPEUTICS INC COM $2.12万0.00%630 8916.5% $2,989 加仓
— QORVO INC COM $2.12万0.00%275 -104-27.4% -$8,015 减仓
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF $2.12万0.00%938 485.4% $1,085 加仓
— FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF $2.13万0.00%416 -137-24.8% -$7,027 减仓
— GATES INDL CORP PLC ORD SHS $2.13万0.00%925 00.0% — 不变
— INVESCO NEXT GEN CONNECTIVITY ETF $2.14万0.00%151 1914.4% $2,689 加仓
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF $2.14万0.00%312 -234-42.9% -$1.61万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $2.14万0.00%232 205759.3% $1.89万 加仓
ROK ROCKWELL AUTOMATION INC COM $2.14万0.00%58 2470.6% $8,871 加仓
ARKW ARK NEXT GENERATION INTERNET ETF $2.15万0.00%177 00.0% — 不变
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF $2.15万0.00%433 433— $2.15万 新建仓
SCCO SOUTHERN COPPER CORP COM $2.15万0.00%121 00.0% — 不变