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 |
|---|---|---|---|---|---|---|---|---|
| — | GLADSTONE CAP CORP COM NEW | $11.84万 | 0.01% | 6,771 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $11.89万 | 0.01% | 4,614 | 22 | 0.5% | $567 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $11.94万 | 0.01% | 2,933 | 2,933 | — | $11.94万 | 新建仓 |
| FSK | FS KKR CAP CORP COM | $11.98万 | 0.01% | 11,849 | 488 | 4.3% | $4,934 | 加仓 |
| EQT | EQT CORP COM | $12.01万 | 0.01% | 1,966 | 700 | 55.3% | $4.28万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $12.17万 | 0.01% | 1,955 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $12.26万 | 0.01% | 2,711 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $12.30万 | 0.01% | 1,018 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $12.38万 | 0.01% | 20,164 | -6,744 | -25.1% | -$4.14万 | 减仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $12.46万 | 0.01% | 5,782 | -409 | -6.6% | -$8,814 | 减仓 |
| — | NEOS ENHANCED INCOME CREDIT SELECT ETF | $12.46万 | 0.01% | 2,519 | 2,100 | 501.2% | $10.39万 | 加仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $12.47万 | 0.01% | 1,164 | 44 | 3.9% | $4,712 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $12.49万 | 0.01% | 292 | -21 | -6.7% | -$8,982 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $12.57万 | 0.01% | 1,603 | 688 | 75.2% | $5.40万 | 加仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $12.61万 | 0.01% | 1,876 | 172 | 10.1% | $1.16万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $12.71万 | 0.01% | 989 | -24 | -2.4% | -$3,083 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $12.73万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $12.78万 | 0.01% | 739 | -20 | -2.6% | -$3,460 | 减仓 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $12.80万 | 0.01% | 6,714 | -1,709 | -20.3% | -$3.26万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $12.85万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $12.92万 | 0.01% | 2,656 | -139 | -5.0% | -$6,761 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $12.92万 | 0.01% | 4,049 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $13.07万 | 0.01% | 1,611 | 237 | 17.2% | $1.92万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $13.10万 | 0.01% | 4,080 | 4,080 | — | $13.10万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $13.15万 | 0.01% | 7,551 | 121 | 1.6% | $2,107 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $13.24万 | 0.01% | 842 | 107 | 14.6% | $1.68万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $13.24万 | 0.01% | 2,542 | -194 | -7.1% | -$1.01万 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $13.28万 | 0.01% | 1,206 | 1,199 | 17,128.6% | $13.20万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $13.28万 | 0.01% | 5,898 | -568 | -8.8% | -$1.28万 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $13.32万 | 0.01% | 1,879 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $13.54万 | 0.01% | 1,424 | 1,392 | 4,350.0% | $13.24万 | 加仓 |
| ROE | ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF | $13.67万 | 0.01% | 3,837 | 3,837 | — | $13.67万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $13.68万 | 0.01% | 3,672 | -1,110 | -23.2% | -$4.13万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $13.68万 | 0.01% | 1,446 | 4 | 0.3% | $378 | 加仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | $13.71万 | 0.01% | 5,072 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $13.86万 | 0.01% | 4,035 | 4,035 | — | $13.86万 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $13.89万 | 0.01% | 1,979 | 871 | 78.6% | $6.11万 | 加仓 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $13.95万 | 0.01% | 1,434 | -20 | -1.4% | -$1,946 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $14.13万 | 0.01% | 7,064 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $14.13万 | 0.01% | 162 | 41 | 33.9% | $3.58万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $14.14万 | 0.01% | 676 | -10 | -1.5% | -$2,092 | 减仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $14.25万 | 0.01% | 1,548 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $14.37万 | 0.01% | 2,422 | 570 | 30.8% | $3.38万 | 加仓 |
| IVZ | INVESCO LTD SHS | $14.55万 | 0.01% | 5,983 | 5,949 | 17,497.1% | $14.47万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO COM | $14.57万 | 0.01% | 3,811 | 2,814 | 282.2% | $10.76万 | 加仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $14.58万 | 0.01% | 4,083 | 4,083 | — | $14.58万 | 新建仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $14.66万 | 0.01% | 3,134 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $14.77万 | 0.01% | 1,941 | -306 | -13.6% | -$2.33万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $14.79万 | 0.01% | 724 | -57 | -7.3% | -$1.16万 | 减仓 |
| HSY | HERSHEY CO COM | $14.79万 | 0.01% | 729 | 309 | 73.6% | $6.27万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $14.82万 | 0.01% | 3,511 | -470 | -11.8% | -$1.98万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $14.82万 | 0.01% | 4,155 | 700 | 20.3% | $2.50万 | 加仓 |
| INTU | INTUIT COM | $14.86万 | 0.01% | 349 | -27 | -7.2% | -$1.15万 | 减仓 |
| LNC | LINCOLN NATL CORP IND COM | $14.93万 | 0.01% | 4,237 | -2,447 | -36.6% | -$8.62万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $14.99万 | 0.01% | 532 | 2 | 0.4% | $564 | 加仓 |
| — | INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF | $15.18万 | 0.01% | 2,623 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP COM | $15.18万 | 0.01% | 2,995 | 2 | 0.1% | $101 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $15.23万 | 0.01% | 2,467 | -605 | -19.7% | -$3.73万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $15.25万 | 0.01% | 5,184 | 4,478 | 634.3% | $13.17万 | 加仓 |
| VST | VISTRA CORP COM | $15.28万 | 0.01% | 992 | -57 | -5.4% | -$8,777 | 减仓 |
| URI | UNITED RENTALS INC COM | $15.29万 | 0.01% | 209 | -20 | -8.7% | -$1.46万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $15.30万 | 0.01% | 999 | 153 | 18.1% | $2.34万 | 加仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $15.38万 | 0.01% | 3,054 | -44 | -1.4% | -$2,216 | 减仓 |
| — | GLADSTONE INVT CORP COM | $15.40万 | 0.01% | 10,740 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $15.42万 | 0.01% | 634 | 9 | 1.4% | $2,189 | 加仓 |
| COP | CONOCOPHILLIPS COM | $15.42万 | 0.01% | 1,201 | -23 | -1.9% | -$2,954 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $15.45万 | 0.01% | 1,359 | -694 | -33.8% | -$7.89万 | 减仓 |
| — | INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF | $15.46万 | 0.01% | 1,309 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $15.49万 | 0.01% | 2,662 | -78 | -2.8% | -$4,540 | 减仓 |
| APA | APA CORPORATION COM | $15.57万 | 0.01% | 3,765 | 3,735 | 12,450.0% | $15.44万 | 加仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $15.67万 | 0.01% | 3,225 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $15.71万 | 0.01% | 471 | -13 | -2.7% | -$4,337 | 减仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $15.75万 | 0.01% | 1,284 | 0 | 0.0% | — | 不变 |
| — | EA ASTORIA DYNAMIC CORE US FIXED INCOME ETF | $15.76万 | 0.01% | 6,273 | 6,273 | — | $15.76万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $15.80万 | 0.01% | 6,285 | 1,237 | 24.5% | $3.11万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $15.82万 | 0.01% | 788 | 788 | — | $15.82万 | 新建仓 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $15.87万 | 0.01% | 3,106 | -842 | -21.3% | -$4.30万 | 减仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $15.96万 | 0.01% | 1,330 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $16.00万 | 0.01% | 940 | -88 | -8.6% | -$1.50万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $16.07万 | 0.01% | 1,077 | -186 | -14.7% | -$2.78万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $16.08万 | 0.01% | 3,031 | -200 | -6.2% | -$1.06万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $16.14万 | 0.01% | 1,021 | 19 | 1.9% | $3,004 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $16.28万 | 0.01% | 2,364 | -80 | -3.3% | -$5,508 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $16.45万 | 0.01% | 659 | -25 | -3.7% | -$6,239 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $16.47万 | 0.01% | 713 | 48 | 7.2% | $1.11万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $16.52万 | 0.01% | 1,059 | -194 | -15.5% | -$3.03万 | 减仓 |
| PPG | PPG INDS INC COM | $16.70万 | 0.01% | 1,568 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $16.93万 | 0.01% | 14,412 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $16.95万 | 0.01% | 786 | 219 | 38.6% | $4.72万 | 加仓 |
| BX | BLACKSTONE INC COM | $17.00万 | 0.01% | 1,487 | 245 | 19.7% | $2.80万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $17.13万 | 0.01% | 1,855 | 755 | 68.6% | $6.97万 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $17.19万 | 0.01% | 1,868 | -65 | -3.4% | -$5,981 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $17.58万 | 0.01% | 42 | -2 | -4.5% | -$8,369 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $17.78万 | 0.01% | 1,672 | 84 | 5.3% | $8,932 | 加仓 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $17.78万 | 0.01% | 9,392 | -685 | -6.8% | -$1.30万 | 减仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $17.86万 | 0.01% | 1,385 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $18.00万 | 0.01% | 6,277 | 750 | 13.6% | $2.15万 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $18.07万 | 0.01% | 3,654 | -358 | -8.9% | -$1.77万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $18.09万 | 0.01% | 4,027 | 4,027 | — | $18.09万 | 新建仓 |
| KCE | STATE STREET SPDR S&P CAPITAL MARKETS ETF | $18.13万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |