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
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $2.16万0.00%540 -542-50.1% -$2.17万 减仓
GOVT ISHARES U.S. TREASURY BOND ETF $2.16万0.00%946 566148.9% $1.29万 加仓
PRKS UNITED PARKS & RESORTS INC COM $2.17万0.00%660 00.0% — 不变
AUB ATLANTIC UN BANKSHARES CORP COM $2.19万0.00%607 61.0% $216 加仓
LPG DORIAN LPG LTD SHS USD $2.19万0.00%653 30.5% $101 加仓
— FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF $2.20万0.00%632 00.0% — 不变
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $2.20万0.00%254 9761.8% $8,420 加仓
DOV DOVER CORP COM $2.22万0.00%107 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE CO COM $2.24万0.00%934 682270.6% $1.63万 加仓
LDP COHEN & STEERS LTD DURATION PF COM $2.24万0.00%1,103 30638.4% $6,219 加仓
TTEK TETRA TECH INC NEW COM $2.24万0.00%730 10.1% $31 加仓
IONS IONIS PHARMACEUTICALS INC COM $2.25万0.00%300 144.9% $1,052 加仓
— INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF $2.26万0.00%477 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $2.26万0.00%555 5511.0% $2,241 加仓
— FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF $2.26万0.00%276 00.0% — 不变
RBRK RUBRIK INC. CL A $2.27万0.00%467 467— $2.27万 新建仓
INDA ISHARES MSCI INDIA ETF $2.27万0.00%486 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC COM $2.27万0.00%660 00.0% — 不变
SWX SOUTHWEST GAS HLDGS INC COM $2.28万0.00%260 00.0% — 不变
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND $2.28万0.00%714 71.0% $224 加仓
AWR AMER STATES WTR CO COM $2.29万0.00%301 205213.5% $1.56万 加仓
ESGU ISHARES ESG AWARE MSCI USA ETF $2.30万0.00%161 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP COM $2.31万0.00%1,044 20023.7% $4,434 加仓
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $2.32万0.00%1,000 00.0% — 不变
EBAY EBAY INC. COM $2.32万0.00%249 7341.5% $6,805 加仓
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF $2.33万0.00%1,042 -155-12.9% -$3,461 减仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $2.33万0.00%816 8078,966.7% $2.30万 加仓
— RAREVIEW TOTAL RETURN BOND ETF $2.33万0.00%932 932— $2.33万 新建仓
— INVESCO NASDAQ BIOTECHNOLOGY ETF $2.33万0.00%799 00.0% — 不变
XJQCX NUVEEN CR STRATEGIES INCOME FD COM SHS $2.34万0.00%4,838 1503.2% $725 加仓
NOK NOKIA CORP SPONSORED ADR $2.34万0.00%2,826 903.3% $744 加仓
IMCB ISHARES MORNINGSTAR MID-CAP ETF $2.35万0.00%280 00.0% — 不变
ZTS ZOETIS INC CL A $2.35万0.00%201 -5-2.4% -$585 减仓
EME EMCOR GROUP INC COM $2.37万0.00%31 00.0% — 不变
— INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF $2.37万0.00%244 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $2.38万0.00%2,838 31912.7% $2,673 加仓
— NUVEEN MULTI ASSET INCOME FUND COM $2.40万0.00%1,905 00.0% — 不变
XRX XEROX HOLDINGS CORP COM NEW $2.40万0.00%19,075 -13,207-40.9% -$1.66万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $2.41万0.00%1,286 706121.7% $1.33万 加仓
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF $2.42万0.00%405 00.0% — 不变
FIS FIDELITY NATL INFORMATION SVCS COM $2.44万0.00%540 -88-14.0% -$3,973 减仓
AMRZ AMRIZE LTD SHS $2.45万0.00%444 4121,287.5% $2.27万 加仓
LMAT LEMAITRE VASCULAR INC COM $2.45万0.00%226 183425.6% $1.99万 加仓
— SIMPLIFY VOLATILITY PREMIUM ETF $2.46万0.00%1,596 1359.2% $2,077 加仓
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF $2.47万0.00%114 00.0% — 不变
FBCG FIDELITY BLUE CHIP GROWTH ETF $2.47万0.00%485 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS INC COM $2.47万0.00%393 00.0% — 不变
MRP MILLROSE PPTYS INC COM CL A $2.48万0.00%872 -75-7.9% -$2,137 减仓
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF $2.49万0.00%234 00.0% — 不变
MDLN MEDLINE INC COM CL A $2.50万0.00%569 00.0% — 不变
— APELLIS PHARMACEUTICALS INC COM $2.51万0.00%621 00.0% — 不变
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF $2.51万0.00%485 00.0% — 不变
OTTR OTTER TAIL CORP COM $2.53万0.00%286 204248.8% $1.80万 加仓
SYLD CAMBRIA SHAREHOLDER YIELD ETF $2.53万0.00%336 00.0% — 不变
NB NIOCORP DEVS LTD COM NEW $2.53万0.00%5,569 5,569— $2.53万 新建仓
FANG DIAMONDBACK ENERGY INC COM $2.54万0.00%133 -2-1.5% -$382 减仓
BLV VANGUARD LONG-TERM BOND ETF $2.55万0.00%372 222148.0% $1.52万 加仓
CBOE CBOE GLOBAL MKTS INC COM $2.55万0.00%91 00.0% — 不变
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF $2.55万0.00%504 -699-58.1% -$3.54万 减仓
BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT $2.56万0.00%1,131 13113.1% $2,961 加仓
STWD STARWOOD PPTY TR INC COM $2.56万0.00%1,500 40036.4% $6,832 加仓
ALL ALLSTATE CORP COM $2.56万0.00%126 -8-6.0% -$1,628 减仓
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $2.58万0.00%233 198565.7% $2.20万 加仓
AEM AGNICO EAGLE MINES LTD COM $2.58万0.00%123 00.0% — 不变
HACK AMPLIFY CYBERSECURITY ETF $2.59万0.00%340 00.0% — 不变
CNC CENTENE CORP DEL COM $2.59万0.00%764 00.0% — 不变
EMO CLEARBRIDGE ENERGY MIDSTREAM O COM $2.60万0.00%509 509— $2.60万 新建仓
TS TENARIS S A SPONSORED ADS $2.60万0.00%448 00.0% — 不变
SAN BANCO SANTANDER SA ADR $2.60万0.00%2,247 -716-24.2% -$8,284 减仓
— FT VEST US EQUITY MAX BUFFER ETF-FEBRUARY $2.61万0.00%859 00.0% — 不变
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $2.62万0.00%299 10.3% $88 加仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $2.62万0.00%524 -289-35.5% -$1.44万 减仓
EFC ELLINGTON FINANCIAL INC COM $2.63万0.00%2,208 1,607267.4% $1.91万 加仓
DHR DANAHER CORP DEL COM $2.63万0.00%138 -43-23.8% -$8,204 减仓
TIP ISHARES TIPS BOND ETF $2.65万0.00%240 5529.7% $6,067 加仓
NBIS NEBIUS GROUP N.V. SHS CLASS A $2.65万0.00%260 10062.5% $1.02万 加仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $2.67万0.00%386 -47-10.9% -$3,248 减仓
— BITWISE 10 CRYPTO INDEX ETF $2.68万0.00%597 363155.1% $1.63万 加仓
— CALAMOS DYNAMIC CONV & INCOME COM $2.68万0.00%1,213 00.0% — 不变
BAR GRANITESHARES GOLD SHARES $2.70万0.00%575 00.0% — 不变
XYZ BLOCK INC CL A $2.70万0.00%453 102.3% $595 加仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $2.70万0.00%542 21364.7% $1.06万 加仓
— ISHARES MSCI AGRICULTURE PRODUCERS ETF $2.70万0.00%593 593— $2.70万 新建仓
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND $2.71万0.00%533 00.0% — 不变
HLN HALEON PLC SPON ADS $2.72万0.00%2,733 68733.6% $6,849 加仓
SR SPIRE INC COM $2.73万0.00%300 00.0% — 不变
WELL WELLTOWER INC COM $2.73万0.00%137 76124.6% $1.51万 加仓
ADC AGREE RLTY CORP COM $2.73万0.00%360 -398-52.5% -$3.02万 减仓
IBIT ISHARES BITCOIN TRUST ETF $2.75万0.00%711 00.0% — 不变
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF $2.75万0.00%397 00.0% — 不变
EZA ISHARES MSCI SOUTH AFRICA ETF $2.75万0.00%400 10033.3% $6,882 加仓
UTEN US TREASURY 10 YEAR NOTE ETF $2.76万0.00%634 634— $2.76万 新建仓
FJP FIRST TRUST JAPAN ALPHADEX FUND $2.77万0.00%370 16782.3% $1.25万 加仓
CHTR CHARTER COMMUNICATIONS INC CL A $2.77万0.00%128 00.0% — 不变
— WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND $2.78万0.00%980 -25-2.5% -$708 减仓
BALT INNOVATOR DEFINED WEALTH SHIELD ETF $2.78万0.00%829 829— $2.78万 新建仓
XFFCX FLAHERTY & CRUMRIN PFD & INM S COM $2.78万0.00%1,784 -999-35.9% -$1.56万 减仓
RF REGIONS FINANCIAL CORP NEW COM $2.79万0.00%1,061 -4,719-81.6% -$12.43万 减仓
— VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF $2.80万0.00%453 00.0% — 不变
NATL NCR ATLEOS CORPORATION COM SHS $2.82万0.00%643 457245.7% $2.00万 加仓