13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$22.28亿2026Q2 申报市值
483持仓数
20.5%前十大占比 · 第一大 2.6%
10 / 2123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 2.6%
ARCC 2.3%
GBDC 2.2%
TSLX 2.1%
OBDC 2.1%
BXSL 1.9%
SHYG 1.9%
HYEM 1.9%
EMHY 1.8%
PFLT 1.8%

2026Q2 买入最多 按季末市值估算

AMT 加仓+$1,689.55万
CLX 加仓+$920.21万
G 新建仓+$634.36万
ACN 加仓+$601.28万
KHC 加仓+$462.56万

2026Q2 卖出最多 按季末市值估算

DLR 减仓-$1,892.43万
C 减仓-$1,218.31万
CSCO 减仓-$916.72万
DINO 减仓-$506.39万
BNY 减仓-$476.92万

2026Q2 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
TT TRANE TECHNOLOGIES PLC SHS $00.00%0 -292-100.0% -$12.49万 清仓
RPV INVESCO S&P 500 PURE VALUE ETF $00.00%0 -1,164-100.0% -$12.47万 清仓
— NEOS ENHANCED INCOME CREDIT SELECT ETF $00.00%0 -2,519-100.0% -$12.46万 清仓
LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF $00.00%0 -5,782-100.0% -$12.46万 清仓
VFH VANGUARD FINANCIALS ETF $00.00%0 -1,018-100.0% -$12.30万 清仓
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF $00.00%0 -2,711-100.0% -$12.26万 清仓
OXY OCCIDENTAL PETE CORP COM $00.00%0 -1,955-100.0% -$12.17万 清仓
EQT EQT CORP COM $00.00%0 -1,966-100.0% -$12.01万 清仓
LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF $00.00%0 -2,933-100.0% -$11.94万 清仓
IBDY ISHARES IBONDS DEC 2033 TERM CORPORATE ETF $00.00%0 -4,614-100.0% -$11.89万 清仓
— GLADSTONE CAP CORP COM NEW $00.00%0 -6,771-100.0% -$11.84万 清仓
COF CAPITAL ONE FINL CORP COM $00.00%0 -639-100.0% -$11.79万 清仓
IYH ISHARES U.S. HEALTHCARE ETF $00.00%0 -1,898-100.0% -$11.79万 清仓
SMA SMARTSTOP SELF STORAG REIT INC COMMON STOCK $00.00%0 -3,868-100.0% -$11.77万 清仓
GM GENERAL MTRS CO COM $00.00%0 -1,565-100.0% -$11.74万 清仓
BBY BEST BUY INC COM $00.00%0 -1,820-100.0% -$11.70万 清仓
MAGS ROUNDHILL MAGNIFICENT SEVEN ETF $00.00%0 -1,994-100.0% -$11.70万 清仓
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF $00.00%0 -2,340-100.0% -$11.58万 清仓
TBIL F/M US TREASURY 3 MONTH BILL FUND $00.00%0 -2,321-100.0% -$11.57万 清仓
CDNS CADENCE DESIGN SYSTEM INC COM $00.00%0 -413-100.0% -$11.57万 清仓
IXC ISHARES GLOBAL ENERGY ETF $00.00%0 -2,061-100.0% -$11.50万 清仓
— INNOVATOR EQUITY MANAGED 100 BUFFER ETF $00.00%0 -4,353-100.0% -$11.48万 清仓
UI UBIQUITI INC COM $00.00%0 -139-100.0% -$11.44万 清仓
MKL MARKEL GROUP INC COM $00.00%0 -60-100.0% -$11.42万 清仓
SCHX SCHWAB U.S. LARGE-CAP ETF $00.00%0 -4,411-100.0% -$11.40万 清仓
CMI CUMMINS INC COM $00.00%0 -207-100.0% -$11.39万 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS $00.00%0 -5,800-100.0% -$11.24万 清仓
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF $00.00%0 -752-100.0% -$11.13万 清仓
— INVESCO NEXT GEN MEDIA AND GAMING ETF $00.00%0 -2,160-100.0% -$11.07万 清仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $00.00%0 -1,341-100.0% -$11.04万 清仓
DASH DOORDASH INC CL A $00.00%0 -733-100.0% -$11.03万 清仓
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $00.00%0 -1,502-100.0% -$11.01万 清仓
FXD FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND $00.00%0 -1,699-100.0% -$10.95万 清仓
IWD ISHARES RUSSELL 1000 VALUE ETF $00.00%0 -508-100.0% -$10.92万 清仓
ARTY ISHARES FUTURE AI & TECH ETF $00.00%0 -2,281-100.0% -$10.86万 清仓
RPG INVESCO S&P 500 PURE GROWTH ETF $00.00%0 -2,255-100.0% -$10.79万 清仓
PKW INVESCO BUYBACK ACHIEVERS ETF $00.00%0 -813-100.0% -$10.74万 清仓
QCOM QUALCOMM INC COM $00.00%0 -840-100.0% -$10.69万 清仓
YOU CLEAR SECURE INC COM CL A $00.00%0 -2,167-100.0% -$10.64万 清仓
MDLZ MONDELEZ INTL INC CL A $00.00%0 -1,861-100.0% -$10.62万 清仓
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS $00.00%0 -857-100.0% -$10.60万 清仓
MCO MOODYS CORP COM $00.00%0 -241-100.0% -$10.58万 清仓
IWX ISHARES RUSSELL TOP 200 VALUE ETF $00.00%0 -1,130-100.0% -$10.52万 清仓
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND $00.00%0 -1,925-100.0% -$10.52万 清仓
CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF $00.00%0 -1,335-100.0% -$10.51万 清仓
OUNZ VANECK MERK GOLD ETF $00.00%0 -2,279-100.0% -$10.45万 清仓
IYK ISHARES U.S. CONSUMER STAPLES ETF $00.00%0 -1,497-100.0% -$10.41万 清仓
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF $00.00%0 -1,966-100.0% -$10.41万 清仓
NXTG FIRST TRUST INDXX NEXTG ETF $00.00%0 -916-100.0% -$10.37万 清仓
EXC EXELON CORP COM $00.00%0 -2,118-100.0% -$10.35万 清仓
BWXT BWX TECHNOLOGIES INC COM $00.00%0 -486-100.0% -$10.35万 清仓
GLW CORNING INC COM $00.00%0 -725-100.0% -$10.33万 清仓
BE BLOOM ENERGY CORP COM CL A $00.00%0 -776-100.0% -$10.28万 清仓
CGBD CARLYLE SECURED LENDING INC COM $00.00%0 -9,383-100.0% -$10.19万 清仓
PEG PUBLIC SVC ENTERPRISE GROUP COM $00.00%0 -1,251-100.0% -$10.16万 清仓
HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF $00.00%0 -2,796-100.0% -$10.13万 清仓
RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF $00.00%0 -1,738-100.0% -$10.12万 清仓
ARMK ARAMARK COM $00.00%0 -2,413-100.0% -$10.11万 清仓
— INVESCO LEISURE AND ENTERTAINMENT ETF $00.00%0 -1,716-100.0% -$10.07万 清仓
AU ANGLOGOLD ASHANTI PLC COM SHS $00.00%0 -970-100.0% -$10.04万 清仓
CLOI VANECK CLO ETF $00.00%0 -1,893-100.0% -$9.93万 清仓
— TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS $00.00%0 -7,222-100.0% -$9.92万 清仓
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF $00.00%0 -2,116-100.0% -$9.91万 清仓
VTEB VANGUARD TAX-EXEMPT BOND ETF $00.00%0 -1,985-100.0% -$9.91万 清仓
GDX VANECK GOLD MINERS ETF $00.00%0 -1,028-100.0% -$9.87万 清仓
UGI UGI CORP NEW COM $00.00%0 -2,735-100.0% -$9.86万 清仓
MGV VANGUARD MEGA CAP VALUE ETF $00.00%0 -676-100.0% -$9.82万 清仓
SCHO SCHWAB SHORT-TERM US TREASURY ETF $00.00%0 -4,017-100.0% -$9.72万 清仓
ADM ARCHER DANIELS MIDLAND CO COM $00.00%0 -1,336-100.0% -$9.67万 清仓
IVT INVENTRUST PPTYS CORP COM NEW $00.00%0 -3,160-100.0% -$9.62万 清仓
SHOP SHOPIFY INC CL A SUB VTG SHS $00.00%0 -811-100.0% -$9.61万 清仓
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF $00.00%0 -869-100.0% -$9.54万 清仓
VPU VANGUARD UTILITIES ETF $00.00%0 -475-100.0% -$9.46万 清仓
KVUE KENVUE INC COM $00.00%0 -5,438-100.0% -$9.45万 清仓
KKR KKR & CO INC COM $00.00%0 -1,034-100.0% -$9.44万 清仓
FAST FASTENAL CO COM $00.00%0 -2,025-100.0% -$9.44万 清仓
CI THE CIGNA GROUP COM $00.00%0 -351-100.0% -$9.39万 清仓
NGG NATIONAL GRID PLC SPONSORED ADR NE $00.00%0 -1,075-100.0% -$9.34万 清仓
— FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY $00.00%0 -3,971-100.0% -$9.33万 清仓
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND $00.00%0 -840-100.0% -$9.29万 清仓
OC OWENS CORNING NEW COM $00.00%0 -865-100.0% -$9.28万 清仓
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A $00.00%0 -4,918-100.0% -$9.23万 清仓
USB US BANCORP COM NEW $00.00%0 -1,746-100.0% -$9.21万 清仓
CB CHUBB LTD SWITZ COM $00.00%0 -279-100.0% -$9.14万 清仓
— INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF $00.00%0 -844-100.0% -$9.12万 清仓
GLXY GALAXY DIGITAL INC. CL A $00.00%0 -5,213-100.0% -$9.05万 清仓
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF $00.00%0 -1,741-100.0% -$9.02万 清仓
ADI ANALOG DEVICES INC COM $00.00%0 -281-100.0% -$9.01万 清仓
NUE NUCOR CORP COM $00.00%0 -518-100.0% -$9.00万 清仓
FALN ISHARES FALLEN ANGELS USD BOND ETF $00.00%0 -3,321-100.0% -$8.88万 清仓
SGOV ISHARES 0-3 MONTH TREASURY BOND ETF $00.00%0 -883-100.0% -$8.87万 清仓
MOAT VANECK MORNINGSTAR WIDE MOAT ETF $00.00%0 -918-100.0% -$8.85万 清仓
ITW ILLINOIS TOOL WKS INC COM $00.00%0 -339-100.0% -$8.83万 清仓
NDSN NORDSON CORP COM $00.00%0 -330-100.0% -$8.82万 清仓
DTM DT MIDSTREAM INC COMMON STOCK $00.00%0 -656-100.0% -$8.78万 清仓
EOG EOG RES INC COM $00.00%0 -625-100.0% -$8.78万 清仓
RSPU INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF $00.00%0 -1,068-100.0% -$8.71万 清仓
MDT MEDTRONIC PLC SHS $00.00%0 -1,009-100.0% -$8.68万 清仓
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF $00.00%0 -1,777-100.0% -$8.68万 清仓
FDX FEDEX CORP COM $00.00%0 -240-100.0% -$8.64万 清仓