Sound Income Strategies, LLC
FT LAUDERDALE FL · SEC CIK 0001730960
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $2.82万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP COM | $2.83万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC COM | $2.83万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2.84万 | 0.00% | 1,300 | -257 | -16.5% | -$5,606 | 减仓 |
| RAMP | LIVERAMP HLDGS INC COM | $2.84万 | 0.00% | 1,069 | 946 | 769.1% | $2.51万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $2.84万 | 0.00% | 79 | 79 | — | $2.84万 | 新建仓 |
| RKT | ROCKET COS INC COM CL A | $2.85万 | 0.00% | 1,974 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $2.85万 | 0.00% | 560 | -684 | -55.0% | -$3.48万 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $2.85万 | 0.00% | 1,064 | -219 | -17.1% | -$5,874 | 减仓 |
| — | BITWISE ETHEREUM ETF | $2.86万 | 0.00% | 1,866 | 508 | 37.4% | $7,777 | 加仓 |
| OR | OR ROYALTIES INC. COM SHS | $2.89万 | 0.00% | 720 | 98 | 15.8% | $3,931 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $2.91万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2.92万 | 0.00% | 366 | -62 | -14.5% | -$4,946 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $2.93万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.93万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $2.93万 | 0.00% | 214 | 64 | 42.7% | $8,755 | 加仓 |
| APG | API GROUP CORP COM STK | $2.93万 | 0.00% | 705 | 10 | 1.4% | $415 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $2.93万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $2.93万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| FAAR | FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF | $2.96万 | 0.00% | 881 | -228 | -20.6% | -$7,667 | 减仓 |
| MRSK | TOEWS AGILITY SHARES MANAGED RISK ETF | $2.96万 | 0.00% | 844 | 844 | — | $2.96万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $2.98万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $2.99万 | 0.00% | 1,699 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $2.99万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| OXLC | OXFORD LANE CAP CORP COM | $3.00万 | 0.00% | 3,000 | 500 | 20.0% | $4,995 | 加仓 |
| AKRE | AKRE FOCUS ETF | $3.00万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $3.01万 | 0.00% | 325 | -55 | -14.5% | -$5,086 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $3.02万 | 0.00% | 1,427 | -688 | -32.5% | -$1.45万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP COM | $3.03万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $3.03万 | 0.00% | 219 | 45 | 25.9% | $6,226 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $3.03万 | 0.00% | 656 | -102 | -13.5% | -$4,714 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.04万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $3.04万 | 0.00% | 3,901 | 0 | 0.0% | — | 不变 |
| — | TORTOISE ESSENTIAL ENERGY FUND | $3.07万 | 0.00% | 1,400 | 1,400 | — | $3.07万 | 新建仓 |
| AGNC | AGNC INVT CORP COM | $3.07万 | 0.00% | 3,065 | 303 | 11.0% | $3,036 | 加仓 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $3.09万 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| — | PACER METAURUS NASDAQ 100 DIVIDEND MULTIPLIER 600 ETF | $3.09万 | 0.00% | 873 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3.10万 | 0.00% | 937 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $3.12万 | 0.00% | 919 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $3.12万 | 0.00% | 2,162 | -66 | -3.0% | -$952 | 减仓 |
| HAL | HALLIBURTON CO COM | $3.12万 | 0.00% | 821 | 1 | 0.1% | $38 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 | $3.14万 | 0.00% | 1,135 | 1,135 | — | $3.14万 | 新建仓 |
| ESLT | ELBIT SYS LTD ORD | $3.14万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST NASDAQ LUX DIGITAL HEALTH SOLUTIONS ETF | $3.14万 | 0.00% | 1,926 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO CL A | $3.15万 | 0.00% | 250 | -1 | -0.4% | -$126 | 减仓 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $3.16万 | 0.00% | 402 | -50 | -11.1% | -$3,930 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $3.16万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF | $3.17万 | 0.00% | 1,268 | 1,268 | — | $3.17万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $3.18万 | 0.00% | 535 | 141 | 35.8% | $8,370 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $3.19万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $3.20万 | 0.00% | 125 | 21 | 20.2% | $5,380 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK ENT COM | $3.20万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $3.21万 | 0.00% | 81 | 3 | 3.8% | $1,190 | 加仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $3.21万 | 0.00% | 279 | 134 | 92.4% | $1.54万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $3.23万 | 0.00% | 521 | -982 | -65.3% | -$6.09万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $3.25万 | 0.00% | 760 | -667 | -46.7% | -$2.85万 | 减仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP COM UNIT RP LP | $3.27万 | 0.00% | 1,462 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC COM | $3.28万 | 0.00% | 4,362 | -1,019 | -18.9% | -$7,652 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3.28万 | 0.00% | 1,089 | -206 | -15.9% | -$6,213 | 减仓 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $3.29万 | 0.00% | 1,209 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME STRATEGY FD II COM | $3.30万 | 0.00% | 4,786 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $3.31万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | VANECK ENVIRONMENTAL SERVICES ETF | $3.32万 | 0.00% | 843 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $3.32万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC COM | $3.32万 | 0.00% | 974 | 3 | 0.3% | $102 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $3.33万 | 0.00% | 201 | 1 | 0.5% | $165 | 加仓 |
| R | RYDER SYS INC COM | $3.33万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $3.33万 | 0.00% | 413 | 2 | 0.5% | $161 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC COM | $3.34万 | 0.00% | 404 | 243 | 150.9% | $2.01万 | 加仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $3.35万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CORP COM NEW | $3.36万 | 0.00% | 2,989 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $3.37万 | 0.00% | 80 | 1 | 1.3% | $421 | 加仓 |
| AEE | AMEREN CORP COM | $3.38万 | 0.00% | 305 | -4 | -1.3% | -$443 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $3.38万 | 0.00% | 561 | 78 | 16.1% | $4,700 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD SH BEN INT | $3.39万 | 0.00% | 2,150 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS CLOSED-END COM | $3.40万 | 0.00% | 2,596 | 0 | 0.0% | — | 不变 |
| TX | TERNIUM SA SPONSORED ADS | $3.42万 | 0.00% | 840 | 0 | 0.0% | — | 不变 |
| REM | ISHARES MORTGAGE REAL ESTATE ETF | $3.42万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $3.44万 | 0.00% | 364 | 250 | 219.3% | $2.36万 | 加仓 |
| IDR | IDAHO STRATEGIC RESOURCES COM NEW | $3.44万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $3.45万 | 0.00% | 256 | -23 | -8.2% | -$3,099 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.45万 | 0.00% | 1,364 | 1,364 | — | $3.45万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $3.45万 | 0.00% | 470 | 48 | 11.4% | $3,528 | 加仓 |
| HWKN | HAWKINS INC COM | $3.46万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| FIGB | FIDELITY INVESTMENT GRADE BOND ETF | $3.48万 | 0.00% | 810 | -1,310 | -61.8% | -$5.63万 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $3.48万 | 0.00% | 417 | 409 | 5,112.5% | $3.42万 | 重新持有 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3.50万 | 0.00% | 272 | -47 | -14.7% | -$6,053 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $3.51万 | 0.00% | 657 | 9 | 1.4% | $481 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $3.52万 | 0.00% | 204 | 1 | 0.5% | $173 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $3.52万 | 0.00% | 83 | -9 | -9.8% | -$3,819 | 减仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $3.54万 | 0.00% | 1,412 | 1,411 | 141,100.0% | $3.53万 | 加仓 |
| — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | $3.54万 | 0.00% | 1,340 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3.54万 | 0.00% | 492 | -44 | -8.2% | -$3,165 | 减仓 |
| ALAB | ASTERA LABS INC COM | $3.54万 | 0.00% | 333 | -569 | -63.1% | -$6.05万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC COM | $3.55万 | 0.00% | 873 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC COM | $3.55万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $3.55万 | 0.00% | 264 | 259 | 5,180.0% | $3.48万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.56万 | 0.00% | 334 | 181 | 118.3% | $1.93万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC COM | $3.58万 | 0.00% | 1,361 | -2 | -0.1% | -$53 | 减仓 |