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
SYY SYSCO CORP $26.16万0.01%3,130 501.6% $4,180 加仓
— CALAMOS ETF TR $26.18万0.01%9,465 2,19930.3% $6.08万 加仓
OGN ORGANON & CO $26.48万0.01%19,553 -611-3.0% -$8,273 减仓
TDIV FIRST TR EXCHANGE TRADED FD $26.55万0.01%2,312 1054.8% $1.21万 加仓
XAR SPDR SERIES TRUST $26.62万0.01%938 141.5% $3,974 加仓
— CALAMOS ETF TR $26.72万0.01%9,672 00.0% — 不变
SLRC SLR INVESTMENT CORP $26.72万0.01%21,604 21,604— $26.72万 新建仓
SHLD GLOBAL X FDS $26.79万0.01%4,487 3,222254.7% $19.24万 加仓
SSO PROSHARES TR $26.93万0.01%3,997 -3-0.1% -$202 减仓
UBER UBER TECHNOLOGIES INC $27.05万0.01%3,749 1,00836.8% $7.27万 加仓
SPTS SPDR SERIES TRUST $27.14万0.01%9,354 9,354— $27.14万 新建仓
DOC HEALTHPEAK PROPERTIES INC $27.23万0.01%12,724 -76-0.6% -$1,626 减仓
JAAA JANUS DETROIT STR TR $27.37万0.01%5,420 2,36677.5% $11.95万 加仓
ITOT ISHARES TR $27.56万0.01%1,678 -48-2.8% -$7,885 减仓
ET ENERGY TRANSFER L P $27.69万0.01%14,485 -211-1.4% -$4,034 减仓
— NEOS ETF TRUST $27.98万0.01%5,011 5,011— $27.98万 新建仓
— CALAMOS ETF TR $28.20万0.01%9,217 00.0% — 不变
DJUL FIRST TR EXCHNG TRADED FD VI $28.29万0.01%5,641 00.0% — 不变
HIW HIGHWOODS PPTYS INC $28.32万0.01%9,389 20.0% $60 加仓
IJS ISHARES TR $28.44万0.01%2,081 -256-11.0% -$3.50万 减仓
VST VISTRA CORP $28.68万0.01%1,808 81682.3% $12.94万 加仓
DIS DISNEY WALT CO $28.76万0.01%2,988 -124-4.0% -$1.19万 减仓
NEM NEWMONT CORP $28.92万0.01%3,096 50819.6% $4.74万 加仓
SPTI SPDR SERIES TRUST $29.12万0.01%10,259 9,4431,157.2% $26.81万 加仓
BMY BRISTOL-MYERS SQUIBB CO $29.22万0.01%5,071 2,604105.6% $15.01万 加仓
UL UNILEVER PLC $29.46万0.01%4,901 -166-3.3% -$9,980 减仓
AMLP ALPS ETF TR $29.87万0.01%5,760 3,218126.6% $16.69万 加仓
PNQI INVESCO EXCHANGE TRADED FD T $30.08万0.01%6,600 -445-6.3% -$2.03万 减仓
NTST NETSTREIT CORP $30.16万0.01%14,276 -347-2.4% -$7,332 减仓
— ISHARES TR $30.38万0.01%6,313 00.0% — 不变
BOXX EA SERIES TRUST $30.56万0.01%2,610 2,110422.0% $24.71万 加仓
PSX PHILLIPS 66 $30.60万0.01%1,810 28518.7% $4.82万 加仓
ONEQ FIDELITY COMWLTH TR $30.61万0.01%2,965 00.0% — 不变
VOOV VANGUARD ADMIRAL FDS INC $30.62万0.01%1,397 -316-18.4% -$6.93万 减仓
DFAX DIMENSIONAL ETF TRUST $30.89万0.01%8,384 8,384— $30.89万 新建仓
— NEOS ETF TRUST $30.92万0.01%6,761 2,01942.6% $9.23万 加仓
IGPT INVESCO EXCHANGE TRADED FD T $31.20万0.01%2,997 -57-1.9% -$5,934 减仓
APO APOLLO GLOBAL MGMT INC $31.27万0.01%2,643 1,717185.4% $20.32万 加仓
TXN TEXAS INSTRS INC $31.42万0.01%1,054 11712.5% $3.49万 加仓
IEF ISHARES TR $31.51万0.01%3,332 89636.8% $8.47万 加仓
ORLY OREILLY AUTOMOTIVE INC $31.77万0.01%3,450 2828.9% $2.60万 加仓
YUM YUM BRANDS INC $31.91万0.01%1,996 150.8% $2,398 加仓
CVS CVS HEALTH CORP $32.14万0.01%3,106 37713.8% $3.90万 加仓
— FIRST TR EXCHANGE-TRADED FD $32.19万0.01%4,784 00.0% — 不变
VBR VANGUARD INDEX FDS $32.22万0.01%1,326 -57-4.1% -$1.39万 减仓
PWR QUANTA SVCS INC $32.29万0.01%448 81.8% $5,767 加仓
DELL DELL TECHNOLOGIES INC $32.38万0.01%750 17330.0% $7.47万 加仓
LRCX LAM RESEARCH CORP $32.38万0.01%747 35188.6% $15.21万 加仓
BNDX VANGUARD CHARLOTTE FDS $32.40万0.01%6,690 2,54561.4% $12.33万 加仓
HASI HA SUSTAINABLE INFRA CAP INC $32.45万0.01%8,310 -468-5.3% -$1.83万 减仓
NOW SERVICENOW INC $32.48万0.01%3,271 -749-18.6% -$7.44万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $32.56万0.01%842 -4-0.5% -$1,547 减仓
FNY FIRST TR EXCHANGE-TRADED ALP $32.70万0.01%2,950 00.0% — 不变
AZO AUTOZONE INC $32.75万0.01%102 66.2% $1.93万 加仓
— TIDAL TRUST I $32.87万0.01%12,935 00.0% — 不变
LOW LOWES COS INC $32.88万0.01%1,491 -23-1.5% -$5,072 减仓
NOC NORTHROP GRUMMAN CORP $32.90万0.01%646 -22-3.3% -$1.12万 减仓
— FIRST TR EXCHANGE TRADED FD $32.95万0.01%8,627 00.0% — 不变
DLR DIGITAL RLTY TR INC $33.32万0.01%1,855 -105,357-98.3% -$1,892.43万 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIG $34.33万0.02%33,330 -5,265-13.6% -$5.42万 减仓
VIS VANGUARD WORLD FD $34.34万0.02%953 -36-3.6% -$1.30万 减仓
DUK DUKE ENERGY CORP NEW $34.42万0.02%2,720 -1,948-41.7% -$24.65万 减仓
IUS INVESCO EXCH TRD SLF IDX FD $34.50万0.02%5,261 00.0% — 不变
— NEOS ETF TRUST $34.51万0.02%7,007 7,007— $34.51万 新建仓
VDC VANGUARD WORLD FD $34.61万0.02%1,535 00.0% — 不变
CWT CALIFORNIA WTR SVC GROUP $35.08万0.02%7,210 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $35.16万0.02%6,679 811.2% $4,265 加仓
— COLLABORATIVE INVESTMNT SER $35.19万0.02%14,772 14,772— $35.19万 新建仓
FV FIRST TR EXCHANGE TRADED FD $35.20万0.02%4,639 -610-11.6% -$4.63万 减仓
VDE VANGUARD WORLD FD $35.28万0.02%2,350 2089.7% $3.12万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $35.40万0.02%3,940 1363.6% $1.22万 加仓
MMM 3M CO $35.42万0.02%2,188 24012.3% $3.89万 加仓
QDPL PACER FDS TR $36.16万0.02%8,023 -193-2.3% -$8,699 减仓
NSC NORFOLK SOUTHN CORP $36.34万0.02%1,155 11310.8% $3.56万 加仓
KR KROGER CO $36.90万0.02%6,645 1562.4% $8,662 加仓
ASML ASML HLDG NV $37.69万0.02%189 -23-10.8% -$4.59万 减仓
ADP AUTOMATIC DATA PROCESSING IN $37.72万0.02%1,684 724.5% $1.61万 加仓
FXZ FIRST TR EXCHANGE-TRADED FD $37.77万0.02%4,754 1403.0% $1.11万 加仓
EEM ISHARES TR $37.77万0.02%5,521 1,22928.6% $8.41万 加仓
PFF ISHARES TR $38.02万0.02%12,470 3,86444.9% $11.78万 加仓
STT STATE STR CORP $38.12万0.02%2,247 1,947649.0% $33.03万 加仓
WMB WILLIAMS COS INC $38.59万0.02%5,191 -814-13.6% -$6.05万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $38.90万0.02%8,304 00.0% — 不变
SNOW SNOWFLAKE INC $39.04万0.02%1,534 53553.6% $13.62万 加仓
TLH ISHARES TR $39.09万0.02%3,895 -4-0.1% -$401 减仓
XLU SELECT SECTOR SPDR TR $39.82万0.02%8,782 -6,219-41.5% -$28.20万 减仓
MOD MODINE MFG CO $40.19万0.02%1,505 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $40.56万0.02%4,363 3,467386.9% $32.23万 加仓
CIEN CIENA CORP $40.57万0.02%827 599262.7% $29.38万 加仓
CAH CARDINAL HEALTH INC $41.03万0.02%1,727 -231-11.8% -$5.49万 减仓
SPIB SPDR SERIES TRUST $41.35万0.02%12,357 -718-5.5% -$2.40万 减仓
DDOG DATADOG INC $42.06万0.02%1,615 73182.7% $19.04万 加仓
TJX TJX COS INC NEW $42.16万0.02%2,783 47520.6% $7.20万 加仓
ANET ARISTA NETWORKS INC $42.58万0.02%2,506 37717.7% $6.40万 加仓
— INNOVATOR ETFS TRUST $43.19万0.02%14,288 00.0% — 不变
VTC VANGUARD SCOTTSDALE FDS $43.57万0.02%5,673 -1,429-20.1% -$10.97万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $43.69万0.02%8,978 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $43.72万0.02%1,468 1,134339.5% $33.78万 加仓
VT VANGUARD INTL EQUITY INDEX F $43.82万0.02%2,792 1,01256.9% $15.88万 加仓
VCIT VANGUARD SCOTTSDALE FDS $43.91万0.02%5,313 -1,533-22.4% -$12.67万 减仓