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 |
|---|---|---|---|---|---|---|---|---|
| CLM | CORNERSTONE STRATEGIC INVESTME COM | $3.59万 | 0.00% | 4,864 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK HEALTH SCIENCES TR COM | $3.59万 | 0.00% | 933 | 933 | — | $3.59万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC COM | $3.60万 | 0.00% | 3,511 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $3.60万 | 0.00% | 386 | 313 | 428.8% | $2.92万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $3.60万 | 0.00% | 2,066 | 244 | 13.4% | $4,253 | 加仓 |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | $3.61万 | 0.00% | 1,191 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE COM | $3.62万 | 0.00% | 626 | 252 | 67.4% | $1.46万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $3.65万 | 0.00% | 4,035 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $3.65万 | 0.00% | 211 | -2 | -0.9% | -$346 | 减仓 |
| OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $3.65万 | 0.00% | 602 | 602 | — | $3.65万 | 新建仓 |
| — | INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF | $3.66万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ONEY | STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF | $3.66万 | 0.00% | 305 | 2 | 0.7% | $240 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $3.67万 | 0.00% | 3,206 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $3.70万 | 0.00% | 816 | 0 | 0.0% | — | 不变 |
| UTES | VIRTUS REAVES UTILITIES ETF | $3.71万 | 0.00% | 460 | 460 | — | $3.71万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $3.71万 | 0.00% | 2,667 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $3.72万 | 0.00% | 1,588 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $3.73万 | 0.00% | 972 | -254 | -20.7% | -$9,746 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $3.74万 | 0.00% | 552 | 113 | 25.7% | $7,650 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $3.75万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $3.77万 | 0.00% | 831 | 411 | 97.9% | $1.87万 | 加仓 |
| — | ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF | $3.80万 | 0.00% | 1,387 | 1,387 | — | $3.80万 | 新建仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $3.81万 | 0.00% | 1,802 | -883 | -32.9% | -$1.86万 | 减仓 |
| STT | STATE STR CORP COM | $3.85万 | 0.00% | 300 | 132 | 78.6% | $1.69万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $3.85万 | 0.00% | 246 | 47 | 23.6% | $7,351 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3.85万 | 0.00% | 2,175 | -307 | -12.4% | -$5,435 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3.85万 | 0.00% | 5,766 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $3.86万 | 0.00% | 1,495 | 1,495 | — | $3.86万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $3.86万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP COM | $3.87万 | 0.00% | 321 | -3 | -0.9% | -$362 | 减仓 |
| BITQ | BITWISE CRYPTO INDUSTRY INNOVATORS ETF | $3.88万 | 0.00% | 2,067 | -82 | -3.8% | -$1,537 | 减仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $3.88万 | 0.00% | 853 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $3.89万 | 0.00% | 1,569 | 1,569 | — | $3.89万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $3.90万 | 0.00% | 780 | 324 | 71.1% | $1.62万 | 加仓 |
| TRMB | TRIMBLE INC COM | $3.90万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $3.94万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF | $3.97万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $3.97万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC COM | $3.99万 | 0.00% | 153 | 132 | 628.6% | $3.44万 | 加仓 |
| — | FIRST TRUST EUROZONE ALPHADEX ETF | $3.99万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $3.99万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $3.99万 | 0.00% | 825 | -376 | -31.3% | -$1.82万 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $4.00万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $4.02万 | 0.00% | 339 | -50 | -12.9% | -$5,931 | 减仓 |
| WNEB | WESTERN NEW ENG BANCORP INC COM | $4.03万 | 0.00% | 3,082 | 3,082 | — | $4.03万 | 新建仓 |
| ILCV | ISHARES MORNINGSTAR VALUE ETF | $4.04万 | 0.00% | 432 | 96 | 28.6% | $8,970 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4.04万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $4.04万 | 0.00% | 195 | 7 | 3.7% | $1,451 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $4.05万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $4.06万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES U.S. FINANCIALS ETF | $4.07万 | 0.00% | 345 | 13 | 3.9% | $1,535 | 加仓 |
| ARKK | ARK INNOVATION ETF | $4.08万 | 0.00% | 596 | -697 | -53.9% | -$4.77万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION COM | $4.09万 | 0.00% | 4,025 | 73 | 1.8% | $742 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $4.10万 | 0.00% | 912 | -1,695 | -65.0% | -$7.61万 | 减仓 |
| BAX | BAXTER INTL INC COM | $4.10万 | 0.00% | 2,442 | -27 | -1.1% | -$453 | 减仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $4.11万 | 0.00% | 4,343 | 4,018 | 1,236.3% | $3.81万 | 重新持有 |
| DAL | DELTA AIR LINES INC COM NEW | $4.12万 | 0.00% | 610 | -166 | -21.4% | -$1.12万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $4.14万 | 0.00% | 952 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $4.15万 | 0.00% | 845 | 16 | 1.9% | $785 | 加仓 |
| UEC | URANIUM ENERGY CORP COM | $4.16万 | 0.00% | 3,094 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $4.16万 | 0.00% | 8,968 | -1,221 | -12.0% | -$5,665 | 减仓 |
| CCI | CROWN CASTLE INC COM | $4.16万 | 0.00% | 515 | -83 | -13.9% | -$6,708 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $4.19万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $4.19万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC COM | $4.21万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | THEMES URANIUM & NUCLEAR ETF | $4.23万 | 0.00% | 955 | 955 | — | $4.23万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $4.26万 | 0.00% | 215 | -517 | -70.6% | -$10.25万 | 减仓 |
| — | INVESCO FOOD & BEVERAGE ETF | $4.26万 | 0.00% | 868 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME T COM | $4.27万 | 0.00% | 7,304 | 84 | 1.2% | $491 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $4.27万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| RING | ISHARES MSCI GLOBAL GOLD MINERS ETF | $4.29万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TRUST NASDAQ BUYWRITE INCOME ETF | $4.31万 | 0.00% | 2,143 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $4.34万 | 0.00% | 226 | -40 | -15.0% | -$7,676 | 减仓 |
| DPZ | DOMINOS PIZZA INC COM | $4.34万 | 0.00% | 120 | 4 | 3.4% | $1,446 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER | $4.35万 | 0.00% | 1,608 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $4.36万 | 0.00% | 3,259 | 0 | 0.0% | — | 不变 |
| FEMB | FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF | $4.39万 | 0.00% | 1,519 | 1,175 | 341.6% | $3.40万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $4.41万 | 0.00% | 453 | 1 | 0.2% | $97 | 加仓 |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | $4.42万 | 0.00% | 383 | 383 | — | $4.42万 | 新建仓 |
| — | GLOBAL X MSCI COLOMBIA ETF | $4.43万 | 0.00% | 1,115 | 225 | 25.3% | $8,935 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $4.44万 | 0.00% | 436 | 230 | 111.7% | $2.34万 | 加仓 |
| — | FIRST TRUST SMALL CAP VALUE ALPHADEX FUND | $4.46万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| — | CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER | $4.47万 | 0.00% | 1,690 | 1,690 | — | $4.47万 | 新建仓 |
| DMAR | FT VEST US EQUITY DEEP BUFFER ETF - MARCH | $4.49万 | 0.00% | 1,056 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP COM | $4.49万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $4.53万 | 0.00% | 1,001 | 79 | 8.6% | $3,573 | 加仓 |
| QFLR | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $4.54万 | 0.00% | 1,353 | 1,353 | — | $4.54万 | 新建仓 |
| GENI | GENIUS SPORTS LIMITED SHARES CL A | $4.54万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $4.57万 | 0.00% | 457 | 457 | — | $4.57万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $4.57万 | 0.00% | 191 | 66 | 52.8% | $1.58万 | 加仓 |
| HYBL | STATE STREET BLACKSTONE HIGH INCOME ETF | $4.57万 | 0.00% | 1,650 | 1,300 | 371.4% | $3.60万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $4.59万 | 0.00% | 1,517 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | $4.59万 | 0.00% | 1,076 | 1,076 | — | $4.59万 | 新建仓 |
| DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $4.60万 | 0.00% | 1,078 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TRUST SENIOR LOAN FUND | $4.60万 | 0.00% | 1,026 | 599 | 140.3% | $2.69万 | 加仓 |
| ENFR | ALERIAN ENERGY INFRASTRUCTURE ETF | $4.60万 | 0.00% | 1,227 | -214 | -14.9% | -$8,029 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $4.61万 | 0.00% | 491 | 13 | 2.7% | $1,220 | 加仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF | $4.62万 | 0.00% | 912 | 912 | — | $4.62万 | 新建仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $4.62万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $4.63万 | 0.00% | 1,576 | 0 | 0.0% | — | 不变 |