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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $8.87万 | 0.00% | 883 | 851 | 2,659.4% | $8.55万 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $8.88万 | 0.00% | 3,321 | -32 | -1.0% | -$855 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $8.90万 | 0.00% | 574 | 45 | 8.5% | $6,977 | 加仓 |
| DXCM | DEXCOM INC COM | $8.99万 | 0.00% | 1,441 | -8 | -0.6% | -$499 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $8.99万 | 0.00% | 10,265 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $9.00万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $9.01万 | 0.00% | 281 | 30 | 12.0% | $9,623 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $9.02万 | 0.00% | 1,741 | 90 | 5.5% | $4,665 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $9.05万 | 0.00% | 5,213 | 0 | 0.0% | — | 不变 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $9.10万 | 0.00% | 3,140 | 1,744 | 124.9% | $5.05万 | 加仓 |
| — | INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF | $9.12万 | 0.00% | 844 | -90 | -9.6% | -$9,723 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $9.14万 | 0.00% | 279 | 7 | 2.6% | $2,294 | 加仓 |
| USB | US BANCORP COM NEW | $9.21万 | 0.00% | 1,746 | -171 | -8.9% | -$9,020 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $9.23万 | 0.00% | 4,918 | -1,234 | -20.1% | -$2.32万 | 减仓 |
| OC | OWENS CORNING NEW COM | $9.28万 | 0.00% | 865 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $9.29万 | 0.00% | 840 | -338 | -28.7% | -$3.74万 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $9.30万 | 0.00% | 1,265 | 91 | 7.8% | $6,687 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $9.33万 | 0.00% | 3,971 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $9.34万 | 0.00% | 1,075 | 129 | 13.6% | $1.12万 | 加仓 |
| CI | THE CIGNA GROUP COM | $9.39万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $9.41万 | 0.00% | 652 | 338 | 107.6% | $4.88万 | 加仓 |
| BBDC | BARINGS BDC INC COM | $9.44万 | 0.00% | 11,566 | 268 | 2.4% | $2,187 | 加仓 |
| — | ASTORIA REAL ASSETS ETF | $9.44万 | 0.00% | 4,486 | 4,486 | — | $9.44万 | 新建仓 |
| FAST | FASTENAL CO COM | $9.44万 | 0.00% | 2,025 | 232 | 12.9% | $1.08万 | 加仓 |
| KKR | KKR & CO INC COM | $9.44万 | 0.00% | 1,034 | -50 | -4.6% | -$4,566 | 减仓 |
| KVUE | KENVUE INC COM | $9.45万 | 0.00% | 5,438 | 2,122 | 64.0% | $3.69万 | 加仓 |
| VPU | VANGUARD UTILITIES ETF | $9.46万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $9.47万 | 0.00% | 228 | 228 | — | $9.47万 | 新建仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $9.54万 | 0.00% | 869 | -156 | -15.2% | -$1.71万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $9.61万 | 0.00% | 811 | 614 | 311.7% | $7.28万 | 加仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $9.62万 | 0.00% | 3,160 | 36 | 1.2% | $1,096 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $9.67万 | 0.00% | 1,336 | -49,910 | -97.4% | -$361.15万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $9.72万 | 0.00% | 4,017 | 2,613 | 186.1% | $6.32万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $9.78万 | 0.00% | 577 | 90 | 18.5% | $1.53万 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $9.82万 | 0.00% | 676 | -662 | -49.5% | -$9.62万 | 减仓 |
| UGI | UGI CORP NEW COM | $9.86万 | 0.00% | 2,735 | -104 | -3.7% | -$3,751 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $9.87万 | 0.00% | 1,028 | 410 | 66.3% | $3.94万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $9.91万 | 0.00% | 1,985 | 104 | 5.5% | $5,190 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $9.91万 | 0.00% | 2,116 | 467 | 28.3% | $2.19万 | 加仓 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $9.92万 | 0.00% | 7,222 | -1,500 | -17.2% | -$2.06万 | 减仓 |
| CLOI | VANECK CLO ETF | $9.93万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $10.04万 | 0.00% | 970 | 970 | — | $10.04万 | 新建仓 |
| — | INVESCO LEISURE AND ENTERTAINMENT ETF | $10.07万 | 0.00% | 1,716 | -179 | -9.4% | -$1.05万 | 减仓 |
| ARMK | ARAMARK COM | $10.11万 | 0.00% | 2,413 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $10.12万 | 0.00% | 1,738 | 53 | 3.1% | $3,086 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $10.12万 | 0.00% | 2,588 | 0 | 0.0% | — | 不变 |
| DMBS | DOUBLELINE MORTGAGE ETF | $10.13万 | 0.00% | 2,060 | 2,060 | — | $10.13万 | 新建仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $10.13万 | 0.00% | 2,796 | 12 | 0.4% | $435 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $10.16万 | 0.00% | 1,251 | -92 | -6.9% | -$7,475 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC COM | $10.19万 | 0.00% | 9,383 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $10.21万 | 0.00% | 926 | 892 | 2,623.5% | $9.84万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $10.28万 | 0.00% | 776 | 20 | 2.6% | $2,649 | 加仓 |
| GLW | CORNING INC COM | $10.33万 | 0.00% | 725 | 149 | 25.9% | $2.12万 | 加仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $10.33万 | 0.00% | 398 | 129 | 48.0% | $3.35万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $10.35万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $10.35万 | 0.00% | 2,118 | -260 | -10.9% | -$1.27万 | 减仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $10.37万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $10.41万 | 0.01% | 983 | -466 | -32.2% | -$4.94万 | 减仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $10.41万 | 0.01% | 1,497 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $10.45万 | 0.01% | 2,279 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $10.49万 | 0.01% | 927 | 90 | 10.8% | $1.02万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $10.49万 | 0.01% | 884 | 366 | 70.7% | $4.34万 | 加仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $10.51万 | 0.01% | 1,335 | 0 | 0.0% | — | 不变 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $10.52万 | 0.01% | 1,925 | 150 | 8.5% | $8,196 | 加仓 |
| TER | TERADYNE INC COM | $10.52万 | 0.01% | 337 | 275 | 443.5% | $8.59万 | 加仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $10.52万 | 0.01% | 1,130 | 123 | 12.2% | $1.15万 | 加仓 |
| MCO | MOODYS CORP COM | $10.58万 | 0.01% | 241 | -15 | -5.9% | -$6,582 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $10.60万 | 0.01% | 857 | 283 | 49.3% | $3.50万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $10.62万 | 0.01% | 1,861 | -14 | -0.7% | -$799 | 减仓 |
| YOU | CLEAR SECURE INC COM CL A | $10.64万 | 0.01% | 2,167 | 1,149 | 112.9% | $5.64万 | 加仓 |
| QCOM | QUALCOMM INC COM | $10.69万 | 0.01% | 840 | -72 | -7.9% | -$9,165 | 减仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $10.74万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $10.79万 | 0.01% | 2,255 | -197 | -8.0% | -$9,424 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $10.86万 | 0.01% | 2,281 | -225 | -9.0% | -$1.07万 | 减仓 |
| COHR | COHERENT CORP COM | $10.88万 | 0.01% | 439 | -118 | -21.2% | -$2.92万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $10.92万 | 0.01% | 508 | -330 | -39.4% | -$7.09万 | 减仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $10.95万 | 0.01% | 1,699 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $11.01万 | 0.01% | 1,502 | -141 | -8.6% | -$1.03万 | 减仓 |
| DASH | DOORDASH INC CL A | $11.03万 | 0.01% | 733 | 133 | 22.2% | $2.00万 | 加仓 |
| AHRT | AH RLTY TR INC COM | $11.04万 | 0.01% | 20,436 | -2,118 | -9.4% | -$1.14万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $11.04万 | 0.01% | 1,341 | 6 | 0.4% | $494 | 加仓 |
| — | INVESCO NEXT GEN MEDIA AND GAMING ETF | $11.07万 | 0.01% | 2,160 | -122 | -5.3% | -$6,254 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $11.13万 | 0.01% | 752 | -71 | -8.6% | -$1.05万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $11.24万 | 0.01% | 5,800 | 2,533 | 77.5% | $4.91万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $11.26万 | 0.01% | 403 | 126 | 45.5% | $3.52万 | 加仓 |
| CMI | CUMMINS INC COM | $11.39万 | 0.01% | 207 | -14 | -6.3% | -$7,701 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $11.40万 | 0.01% | 4,411 | 1 | 0.0% | $26 | 加仓 |
| MKL | MARKEL GROUP INC COM | $11.42万 | 0.01% | 60 | -26 | -30.2% | -$4.95万 | 减仓 |
| UI | UBIQUITI INC COM | $11.44万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR EQUITY MANAGED 100 BUFFER ETF | $11.48万 | 0.01% | 4,353 | 4,353 | — | $11.48万 | 新建仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $11.50万 | 0.01% | 2,061 | -10 | -0.5% | -$558 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $11.57万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $11.57万 | 0.01% | 2,321 | 2,321 | — | $11.57万 | 新建仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $11.58万 | 0.01% | 2,340 | -1,277 | -35.3% | -$6.32万 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $11.70万 | 0.01% | 1,994 | 362 | 22.2% | $2.12万 | 加仓 |
| BBY | BEST BUY INC COM | $11.70万 | 0.01% | 1,820 | 1,591 | 694.8% | $10.23万 | 加仓 |
| GM | GENERAL MTRS CO COM | $11.74万 | 0.01% | 1,565 | 95 | 6.5% | $7,129 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $11.77万 | 0.01% | 3,868 | -19,426 | -83.4% | -$59.11万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $11.79万 | 0.01% | 1,898 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $11.79万 | 0.01% | 639 | -64 | -9.1% | -$1.18万 | 减仓 |