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 |
|---|---|---|---|---|---|---|---|---|
| EXPE | EXPEDIA GROUP INC COM NEW | $6.26万 | 0.00% | 275 | 259 | 1,618.8% | $5.90万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $6.30万 | 0.00% | 960 | 8 | 0.8% | $525 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $6.33万 | 0.00% | 145 | -19 | -11.6% | -$8,295 | 减仓 |
| KEY | KEYCORP COM | $6.34万 | 0.00% | 3,117 | -529 | -14.5% | -$1.08万 | 减仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $6.34万 | 0.00% | 2,009 | 703 | 53.8% | $2.22万 | 加仓 |
| — | HOLOGIC INC COM | $6.40万 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| RSPD | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | $6.42万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $6.50万 | 0.00% | 775 | 26 | 3.5% | $2,180 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $6.50万 | 0.00% | 140 | -5 | -3.4% | -$2,322 | 减仓 |
| — | INVESCO OIL & GAS SERVICES ETF | $6.51万 | 0.00% | 1,597 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V COM | $6.51万 | 0.00% | 333 | -24 | -6.7% | -$4,695 | 减仓 |
| GIS | GENERAL MILLS INC COM | $6.52万 | 0.00% | 1,753 | -283 | -13.9% | -$1.05万 | 减仓 |
| RC | READY CAPITAL CORP COM | $6.63万 | 0.00% | 42,200 | -2,107 | -4.8% | -$3,308 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $6.63万 | 0.00% | 2,742 | -11 | -0.4% | -$266 | 减仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $6.70万 | 0.00% | 416 | -44 | -9.6% | -$7,083 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $6.73万 | 0.00% | 163 | 3 | 1.9% | $1,240 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $6.74万 | 0.00% | 199 | -160 | -44.6% | -$5.42万 | 减仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $6.74万 | 0.00% | 2,537 | -99 | -3.8% | -$2,632 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF AUGUST | $6.75万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $6.78万 | 0.00% | 2,418 | -72 | -2.9% | -$2,019 | 减仓 |
| — | FIDELITY PREFERRED SECURITIES & INCOME ETF | $6.80万 | 0.00% | 3,163 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $6.82万 | 0.00% | 455 | 69 | 17.9% | $1.03万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $6.83万 | 0.00% | 7,267 | 321 | 4.6% | $3,017 | 加仓 |
| WSBC | WESBANCO INC COM | $6.90万 | 0.00% | 1,998 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $6.90万 | 0.00% | 1,401 | 100 | 7.7% | $4,926 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $6.96万 | 0.00% | 1,439 | 696 | 93.7% | $3.36万 | 加仓 |
| DBA | INVESCO DB AGRICULTURE FUND | $6.99万 | 0.00% | 2,581 | -758 | -22.7% | -$2.05万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCOME COM | $7.00万 | 0.00% | 6,185 | -385 | -5.9% | -$4,354 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $7.01万 | 0.00% | 307 | -62 | -16.8% | -$1.42万 | 减仓 |
| TMB | THORNBURG MULTI SECTOR BOND ETF | $7.03万 | 0.00% | 2,757 | 2,757 | — | $7.03万 | 新建仓 |
| FSLR | FIRST SOLAR INC COM | $7.08万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $7.12万 | 0.00% | 459 | 442 | 2,600.0% | $6.85万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7.13万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $7.17万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO KBW BANK ETF | $7.18万 | 0.00% | 896 | 809 | 929.9% | $6.48万 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $7.19万 | 0.00% | 1,247 | 7 | 0.6% | $404 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $7.21万 | 0.00% | 610 | 250 | 69.4% | $2.95万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $7.21万 | 0.00% | 739 | 419 | 130.9% | $4.09万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $7.21万 | 0.00% | 4,769 | 3 | 0.1% | $45 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7.23万 | 0.00% | 890 | 641 | 257.4% | $5.21万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $7.23万 | 0.00% | 764 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $7.25万 | 0.00% | 4,873 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $7.29万 | 0.00% | 1,993 | 4 | 0.2% | $146 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $7.33万 | 0.00% | 937 | 413 | 78.8% | $3.23万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $7.33万 | 0.00% | 348 | -9 | -2.5% | -$1,896 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $7.34万 | 0.00% | 791 | 2 | 0.3% | $186 | 加仓 |
| UUUU | ENERGY FUELS INC COM NEW | $7.36万 | 0.00% | 4,100 | 600 | 17.1% | $1.08万 | 加仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $7.39万 | 0.00% | 1,818 | 602 | 49.5% | $2.45万 | 加仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $7.41万 | 0.00% | 1,424 | 1,424 | — | $7.41万 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $7.45万 | 0.00% | 1,824 | 0 | 0.0% | — | 不变 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $7.45万 | 0.00% | 2,745 | 2,745 | — | $7.45万 | 新建仓 |
| AMT | AMERICAN TOWER CORP COM | $7.46万 | 0.00% | 436 | -9 | -2.0% | -$1,540 | 减仓 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $7.48万 | 0.00% | 2,045 | 1,938 | 1,811.2% | $7.09万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $7.58万 | 0.00% | 2,767 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $7.60万 | 0.00% | 3,690 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $7.61万 | 0.00% | 989 | 212 | 27.3% | $1.63万 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $7.61万 | 0.00% | 1,884 | 8 | 0.4% | $323 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $7.64万 | 0.00% | 521 | 16 | 3.2% | $2,345 | 加仓 |
| — | FIRST TRUST MULTI CAP VALUE ALPHADEX FUND | $7.66万 | 0.00% | 811 | -80 | -9.0% | -$7,561 | 减仓 |
| MSIF | MSC INCOME FUND INC COM | $7.67万 | 0.00% | 6,282 | 2,350 | 59.8% | $2.87万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE | $7.78万 | 0.00% | 2,859 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $7.79万 | 0.00% | 3,575 | 1,244 | 53.4% | $2.71万 | 加仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $7.80万 | 0.00% | 3,518 | -56 | -1.6% | -$1,241 | 减仓 |
| AES | AES CORP COM | $7.81万 | 0.00% | 5,503 | 5,503 | — | $7.81万 | 新建仓 |
| — | FIRST TRUST NASDAQ OIL & GAS ETF | $7.82万 | 0.00% | 2,096 | -333 | -13.7% | -$1.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $7.82万 | 0.00% | 223 | 5 | 2.3% | $1,754 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $7.83万 | 0.00% | 146 | -1 | -0.7% | -$537 | 减仓 |
| APH | AMPHENOL CORP CL A | $7.97万 | 0.00% | 624 | 10 | 1.6% | $1,277 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $7.98万 | 0.00% | 1,705 | -203 | -10.6% | -$9,507 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $8.02万 | 0.00% | 554 | 68 | 14.0% | $9,843 | 加仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $8.06万 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $8.07万 | 0.00% | 84 | -4 | -4.5% | -$3,842 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $8.14万 | 0.00% | 717 | -13 | -1.8% | -$1,476 | 减仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $8.15万 | 0.00% | 2,372 | 43 | 1.8% | $1,477 | 加仓 |
| — | GOLD RESOURCE CORP COM | $8.16万 | 0.00% | 64,257 | 0 | 0.0% | — | 不变 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $8.21万 | 0.00% | 1,725 | 1,725 | — | $8.21万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $8.27万 | 0.00% | 781 | 724 | 1,270.2% | $7.66万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $8.29万 | 0.00% | 8,750 | 779 | 9.8% | $7,377 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $8.30万 | 0.00% | 907 | -21 | -2.3% | -$1,922 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $8.31万 | 0.00% | 1,357 | 113 | 9.1% | $6,917 | 加仓 |
| — | PGIM SHORT DURATION MULTI-SECTOR BOND ETF | $8.32万 | 0.00% | 1,631 | 1,631 | — | $8.32万 | 新建仓 |
| — | UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 2037 | $8.33万 | 0.00% | 1,458 | 1,458 | — | $8.33万 | 新建仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $8.33万 | 0.00% | 936 | 2 | 0.2% | $178 | 加仓 |
| CTAS | CINTAS CORP COM | $8.43万 | 0.00% | 490 | -94 | -16.1% | -$1.62万 | 减仓 |
| — | SEALED AIR CORP NEW COM | $8.46万 | 0.00% | 2,010 | -259 | -11.4% | -$1.09万 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $8.47万 | 0.00% | 893 | -39 | -4.2% | -$3,699 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $8.47万 | 0.00% | 1,068 | 138 | 14.8% | $1.09万 | 加仓 |
| PLD | PROLOGIS INC. COM | $8.53万 | 0.00% | 640 | 58 | 10.0% | $7,734 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $8.61万 | 0.00% | 419 | 57 | 15.7% | $1.17万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $8.63万 | 0.00% | 111 | -1 | -0.9% | -$777 | 减仓 |
| FDX | FEDEX CORP COM | $8.64万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $8.68万 | 0.00% | 1,777 | 54 | 3.1% | $2,638 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $8.68万 | 0.00% | 1,009 | -64 | -6.0% | -$5,507 | 减仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $8.71万 | 0.00% | 1,068 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $8.78万 | 0.00% | 625 | -86 | -12.1% | -$1.21万 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $8.78万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $8.79万 | 0.00% | 396 | 38 | 10.6% | $8,438 | 加仓 |
| NDSN | NORDSON CORP COM | $8.82万 | 0.00% | 330 | -329 | -49.9% | -$8.80万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $8.83万 | 0.00% | 339 | -7 | -2.0% | -$1,823 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $8.85万 | 0.00% | 918 | 339 | 58.5% | $3.27万 | 加仓 |