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
CART MAPLEBEAR INC COM $00.00%0 -50-100.0% -$1,971 清仓
HEI HEICO CORP NEW COM $00.00%0 -5-100.0% -$1,763 清仓
— CHURCHILL CAP CORP X SHS CL A $00.00%0 -100-100.0% -$1,725 清仓
WWW WOLVERINE WORLD WIDE INC COM $00.00%0 -86-100.0% -$1,667 清仓
FTV FORTIVE CORP COM $00.00%0 -30-100.0% -$1,649 清仓
PRAA PRA GROUP INC COM $00.00%0 -92-100.0% -$1,531 清仓
SSNC SS&C TECHNOLOGIES HLDGS INC COM $00.00%0 -17-100.0% -$1,463 清仓
AMSF AMERISAFE INC COM $00.00%0 -35-100.0% -$1,343 清仓
MANH MANHATTAN ASSOCIATES INC COM $00.00%0 -7-100.0% -$1,213 清仓
CXW CORECIVIC INC COM $00.00%0 -60-100.0% -$1,201 清仓
NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW $00.00%0 -301-100.0% -$1,189 清仓
— ORIGIN MATERIALS INC COM $00.00%0 -6,000-100.0% -$1,171 清仓
IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF $00.00%0 -44-100.0% -$1,126 清仓
IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF $00.00%0 -44-100.0% -$1,120 清仓
WRLD WORLD ACCEP CORPORATION COM $00.00%0 -8-100.0% -$1,112 清仓
IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF $00.00%0 -43-100.0% -$1,104 清仓
HE HAWAIIAN ELEC INDUSTRIES COM $00.00%0 -75-100.0% -$1,084 清仓
HQL ABRDN LIFE SCIENCES INVESTORS SH BEN INT $00.00%0 -65-100.0% -$1,080 清仓
VRSN VERISIGN INC COM $00.00%0 -4-100.0% -$1,001 清仓
MSOS ADVISORSHARES PURE US CANNABIS ETF $00.00%0 -200-100.0% -$954 清仓
TOST TOAST INC CL A $00.00%0 -28-100.0% -$939 清仓
DUOL DUOLINGO INC CL A COM $00.00%0 -6-100.0% -$901 清仓
DORM DORMAN PRODS INC COM $00.00%0 -7-100.0% -$883 清仓
— ELLSWORTH GROWTH & INCOME FD COM $00.00%0 -62-100.0% -$771 清仓
IBMS ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF $00.00%0 -29-100.0% -$761 清仓
GWRE GUIDEWIRE SOFTWARE INC COM $00.00%0 -4-100.0% -$636 清仓
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF $00.00%0 -23-100.0% -$591 清仓
ZG ZILLOW GROUP INC CL A $00.00%0 -7-100.0% -$474 清仓
— COMERICA INC COM $00.00%0 -5-100.0% -$458 清仓
SCYB SCHWAB HIGH YIELD BOND ETF $00.00%0 -16-100.0% -$426 清仓
— DAYFORCE INC COM $00.00%0 -5-100.0% -$346 清仓
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD $00.00%0 -2-100.0% -$339 清仓
— CREATIVE MEDIA & CMNTY TR COM NEW $00.00%0 -103-100.0% -$321 清仓
— SPORTSMANS WHSE HLDGS INC COM $00.00%0 -186-100.0% -$264 清仓
— ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF $00.00%0 -8-100.0% -$209 清仓
CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF $00.00%0 -6-100.0% -$204 清仓
— ONCOLYTICS BIOTECH INC COM NEW $00.00%0 -194-100.0% -$196 清仓
— POWERBANK CORP COM SHS $00.00%0 -95-100.0% -$153 清仓
EXEL EXELIXIS INC COM $00.00%0 -1-100.0% -$44 清仓
CASK MGP INGREDIENTS INC NEW COM $00.00%0 -2-100.0% -$38 清仓
— RAIL VISION LTD SHS NEW $00.00%0 -100-100.0% -$36 清仓
DNUT KRISPY KREME INC COM $00.00%0 -10-100.0% -$36 清仓
BNDW VANGUARD TOTAL WORLD BOND ETF $00.00%0 0— -$29 清仓
CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW $00.00%0 -1-100.0% -$26 清仓
— TVARDI THERAPEUTICS INC COM $00.00%0 -2-100.0% -$9 清仓
— HYDROFARM HLDGS GROUP INC COM $00.00%0 -3-100.0% -$5 清仓
APPS DIGITAL TURBINE INC COM NEW $00.00%0 -1-100.0% -$5 清仓
BNDC FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND $00.00%0 0— — 清仓
— USD PARTNERS LP COM UT REP LTD $00.00%100 00.0% — 不变
— TRITIUM DCFC LIMITED SHS $00.00%0 -1-100.0% — 清仓
— ATLASCLEAR HOLDINGS INC COM SHS $00.00%1 1— — 新建仓
— GABELLI EQUITY TR INC RT EXP 041426 $10.00%110 110— $1 新建仓
— KRANESHARES MSCI EMERGING MARKETS EX CHINA INDEX ETF $20.00%0 0— -$2 清仓
— NORTHANN CORP COM $20.00%12 00.0% — 不变
— ASHFORD HOSPITALITY TR INC COM NEW $30.00%1 00.0% — 不变
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $40.00%1 -147-99.3% -$588 减仓
— BEYOND MEAT INC COM $40.00%7 -10-58.8% -$6 减仓
— PLUS THERAPEUTICS INC COM NEW $40.00%28 00.0% — 不变
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF $40.00%0 0— -$4 清仓
ICL ICL GROUP LTD SHS $50.00%1 -2-66.7% -$10 减仓
— CREATIVE MEDIA & CMNTY TR COM $50.00%10 10— $5 新建仓
— TVARDI THERAPEUTICS INC COM $60.00%2 2— $6 新建仓
— AURORA CANNABIS INC COM $70.00%2 00.0% — 不变
— WORKHORSE GROUP INC COM NEW $80.00%3 -2-40.0% -$5 减仓
— JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF $80.00%0 0— — 清仓
HUM HUMANA INC COM $100.00%0 -6-100.0% -$1,661 清仓
LADR LADDER CAP CORP CL A $100.00%1 00.0% — 不变
— EATON VANCE MUN INCOME TR SH BEN INT $100.00%1 00.0% — 不变
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $100.00%0 0— — 清仓
— VICARIOUS SURGICAL INC COM CL A NEW $110.00%13 00.0% — 不变
DSL DOUBLELINE INCOME SOLUTIONS FD COM $110.00%1 00.0% — 不变
ACIC AMERICAN COASTAL INS CORP COM $110.00%1 1— $11 新建仓
— KNIGHTSCOPE INC CL A NEW $120.00%3 00.0% — 不变
— SNDL INC COM $130.00%10 00.0% — 不变
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF $130.00%0 0— -$13 清仓
OVID OVID THERAPEUTICS INC COM $130.00%6 00.0% — 不变
AMC AMC ENTMT HLDGS INC CL A NEW $140.00%14 00.0% — 不变
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF $140.00%0 0— -$14 清仓
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A $140.00%1 00.0% — 不变
— PRESIDIO PPTY TR INC WT EXP 012427 $150.00%744 00.0% — 不变
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF $150.00%1 00.0% — 不变
— 1 800 FLOWERS COM INC CL A $160.00%5 00.0% — 不变
— ORGANIGRAM GLOBAL INC COM $160.00%12 00.0% — 不变
— SOLO BRANDS INC COM CL A NEW $190.00%5 00.0% — 不变
— FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF $190.00%1 00.0% — 不变
AI C3 AI INC CL A $200.00%2 00.0% — 不变
CEVA CEVA INC COM $210.00%1 -33-97.1% -$693 减仓
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR $220.00%1 -35-97.2% -$770 减仓
— DIMENSIONAL US HIGH PROFITABILITY ETF $220.00%1 1— $22 新建仓
— MEREO BIOPHARMA GROUP PLC SPON ADS $220.00%66 66— $22 新建仓
GME GAMESTOP CORP CL A $230.00%1 00.0% — 不变
XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF $230.00%0 0— -$18 清仓
— ZEPP HEALTH CORPORATION SPONSORED ADR $230.00%2 2— $23 新建仓
— RAIL VISION LTD SHS NEW $260.00%3 3— $26 新建仓
ETD ETHAN ALLEN INTERIORS INC COM $270.00%1 00.0% — 不变
— LOANDEPOT INC COM CL A $280.00%20 00.0% — 不变
MTG MGIC INVT CORP WIS COM $280.00%1 00.0% — 不变
ENR ENERGIZER HLDGS INC COM $330.00%2 -122-98.4% -$2,013 减仓
RELX RELX PLC SPONSORED ADR $330.00%1 00.0% — 不变
NXDR NEXTDOOR HOLDINGS INC COM CL A $340.00%24 00.0% — 不变