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 |
|---|---|---|---|---|---|---|---|---|
| TD | TORONTO DOMINION BK ONT COM NEW | $4.66万 | 0.00% | 492 | 26 | 5.6% | $2,462 | 加仓 |
| — | INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF | $4.68万 | 0.00% | 1,606 | 1,606 | — | $4.68万 | 新建仓 |
| TRGP | TARGA RES CORP COM | $4.70万 | 0.00% | 192 | 167 | 668.0% | $4.09万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $4.71万 | 0.00% | 882 | -75 | -7.8% | -$4,008 | 减仓 |
| SLI | STANDARD LITHIUM CORP COM | $4.73万 | 0.00% | 13,700 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC COM | $4.73万 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TRUST EMERGING MARKETS ALPHADEX FUND | $4.74万 | 0.00% | 1,563 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $4.74万 | 0.00% | 594 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $4.76万 | 0.00% | 2,271 | 240 | 11.8% | $5,026 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $4.76万 | 0.00% | 1,167 | 3 | 0.3% | $122 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $4.79万 | 0.00% | 525 | -47 | -8.2% | -$4,284 | 减仓 |
| QTUM | DEFIANCE QUANTUM ETF | $4.79万 | 0.00% | 439 | 83 | 23.3% | $9,064 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $4.80万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC CL A | $4.83万 | 0.00% | 1,089 | 10 | 0.9% | $444 | 加仓 |
| CCJ | CAMECO CORP COM | $4.83万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| — | CALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - OCTOBER | $4.86万 | 0.00% | 2,425 | 2,425 | — | $4.86万 | 新建仓 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $4.87万 | 0.00% | 1,099 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $4.87万 | 0.00% | 1,926 | 0 | 0.0% | — | 不变 |
| — | CARNIVAL PLC ADS | $4.88万 | 0.00% | 1,840 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $4.89万 | 0.00% | 236 | 231 | 4,620.0% | $4.78万 | 加仓 |
| FSLY | FASTLY INC CL A | $4.90万 | 0.00% | 1,513 | 1,513 | — | $4.90万 | 新建仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $4.92万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $4.92万 | 0.00% | 902 | 3 | 0.3% | $164 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $4.94万 | 0.00% | 3,442 | 38 | 1.1% | $545 | 加仓 |
| — | INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF | $4.95万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $4.95万 | 0.00% | 2,027 | -927 | -31.4% | -$2.27万 | 减仓 |
| APMU | ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF | $4.96万 | 0.00% | 1,993 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $4.96万 | 0.00% | 930 | 39 | 4.4% | $2,080 | 加仓 |
| VCEB | VANGUARD ESG U.S. CORPORATE BOND ETF | $5.01万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | $5.02万 | 0.00% | 2,441 | -90 | -3.6% | -$1,851 | 减仓 |
| VTR | VENTAS INC COM | $5.02万 | 0.00% | 613 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $5.05万 | 0.00% | 143 | 143 | — | $5.05万 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $5.06万 | 0.00% | 1,091 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC ORD SHS | $5.06万 | 0.00% | 537 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $5.06万 | 0.00% | 102 | -972 | -90.5% | -$48.21万 | 减仓 |
| UNM | UNUM GROUP COM | $5.08万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $5.10万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $5.10万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES U.S. UTILITIES ETF | $5.10万 | 0.00% | 438 | 2 | 0.5% | $233 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $5.17万 | 0.00% | 110 | 5 | 4.8% | $2,350 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $5.19万 | 0.00% | 607 | 3 | 0.5% | $256 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $5.19万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $5.20万 | 0.00% | 1,355 | -29 | -2.1% | -$1,113 | 减仓 |
| COO | COOPER COS INC COM | $5.23万 | 0.00% | 732 | 732 | — | $5.23万 | 新建仓 |
| ALB | ALBEMARLE CORP COM | $5.23万 | 0.00% | 293 | 192 | 190.1% | $3.43万 | 加仓 |
| — | INVESCO S&P SMALLCAP 600 PURE GROWTH ETF | $5.24万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $5.25万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP COM | $5.28万 | 0.00% | 12,074 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP COM SHS | $5.29万 | 0.00% | 4,213 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $5.29万 | 0.00% | 520 | -416 | -44.4% | -$4.23万 | 减仓 |
| — | FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | $5.30万 | 0.00% | 1,472 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $5.31万 | 0.00% | 667 | -144 | -17.8% | -$1.15万 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $5.36万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC COM | $5.41万 | 0.00% | 3,282 | 2,691 | 455.3% | $4.44万 | 加仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $5.41万 | 0.00% | 1,329 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $5.45万 | 0.00% | 1,054 | -40 | -3.7% | -$2,068 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $5.47万 | 0.00% | 1,155 | -333 | -22.4% | -$1.58万 | 减仓 |
| UBS | UBS GROUP AG SHS | $5.48万 | 0.00% | 1,378 | 11 | 0.8% | $437 | 加仓 |
| NTRA | NATERA INC COM | $5.49万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | $5.54万 | 0.00% | 4,007 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $5.54万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $5.58万 | 0.00% | 630 | 209 | 49.6% | $1.85万 | 加仓 |
| — | GRANITESHARES PLATINUM TRUST | $5.59万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.61万 | 0.00% | 326 | -7 | -2.1% | -$1,204 | 减仓 |
| FNK | FIRST TRUST MID CAP VALUE ALPHADEX FUND | $5.62万 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $5.62万 | 0.00% | 303 | 230 | 315.1% | $4.27万 | 加仓 |
| — | INFRACAP MLP ETF | $5.64万 | 0.00% | 1,262 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $5.66万 | 0.00% | 259 | 24 | 10.2% | $5,248 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $5.67万 | 0.00% | 1,000 | -964 | -49.1% | -$5.46万 | 减仓 |
| — | ISHARES NASDAQ TOP 30 STOCKS ETF | $5.67万 | 0.00% | 1,868 | 1,868 | — | $5.67万 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $5.68万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC CL A | $5.69万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | $5.71万 | 0.00% | 1,115 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $5.75万 | 0.00% | 799 | -17 | -2.1% | -$1,223 | 减仓 |
| OIH | VANECK OIL SERVICES ETF | $5.78万 | 0.00% | 146 | 146 | — | $5.78万 | 新建仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $5.79万 | 0.00% | 1,930 | 18 | 0.9% | $540 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $5.81万 | 0.00% | 1,592 | -199 | -11.1% | -$7,261 | 减仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $5.81万 | 0.00% | 500 | 500 | — | $5.81万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $5.82万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC COM | $5.85万 | 0.00% | 941 | 15 | 1.6% | $932 | 加仓 |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | $5.85万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $5.86万 | 0.00% | 1,016 | 145 | 16.6% | $8,356 | 加仓 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $5.92万 | 0.00% | 638 | -189 | -22.9% | -$1.75万 | 减仓 |
| NMFC | NEW MTN FIN CORP COM | $5.92万 | 0.00% | 7,683 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $5.94万 | 0.00% | 451 | -80 | -15.1% | -$1.05万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $5.96万 | 0.00% | 591 | 60 | 11.3% | $6,047 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $6.00万 | 0.00% | 1,316 | 847 | 180.6% | $3.86万 | 加仓 |
| ENTG | ENTEGRIS INC COM | $6.02万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| — | SOURCE CAPITAL COM SHS OF BEN I | $6.03万 | 0.00% | 1,308 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $6.04万 | 0.00% | 1,402 | 1,333 | 1,931.9% | $5.74万 | 加仓 |
| ZS | ZSCALER INC COM | $6.05万 | 0.00% | 443 | 142 | 47.2% | $1.94万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $6.06万 | 0.00% | 209 | 5 | 2.5% | $1,450 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $6.09万 | 0.00% | 712 | 16 | 2.3% | $1,368 | 加仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $6.09万 | 0.00% | 574 | 468 | 441.5% | $4.96万 | 加仓 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $6.10万 | 0.00% | 1,225 | 1,225 | — | $6.10万 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $6.14万 | 0.00% | 5,525 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $6.15万 | 0.00% | 1,379 | 176 | 14.6% | $7,854 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $6.18万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $6.21万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $6.21万 | 0.00% | 1,279 | 44 | 3.6% | $2,138 | 加仓 |