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 |
|---|---|---|---|---|---|---|---|---|
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $18.16万 | 0.01% | 3,227 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $18.16万 | 0.01% | 3,054 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $18.18万 | 0.01% | 1,296 | -7 | -0.5% | -$982 | 减仓 |
| ADBE | ADOBE INC COM | $18.22万 | 0.01% | 755 | 177 | 30.6% | $4.27万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $18.40万 | 0.01% | 937 | 60 | 6.8% | $1.18万 | 加仓 |
| DTE | DTE ENERGY CO COM | $18.51万 | 0.01% | 1,258 | -55 | -4.2% | -$8,093 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $18.55万 | 0.01% | 3,633 | 4 | 0.1% | $204 | 加仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $18.57万 | 0.01% | 2,218 | -113 | -4.8% | -$9,461 | 减仓 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $18.60万 | 0.01% | 3,931 | -145 | -3.6% | -$6,860 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $18.72万 | 0.01% | 1,465 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $18.76万 | 0.01% | 1,985 | -174 | -8.1% | -$1.64万 | 减仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $18.82万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $18.85万 | 0.01% | 22,798 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $18.89万 | 0.01% | 2,841 | -145 | -4.9% | -$9,641 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $18.90万 | 0.01% | 753 | 15 | 2.0% | $3,765 | 加仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $18.95万 | 0.01% | 3,951 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $18.95万 | 0.01% | 1,431 | -8 | -0.6% | -$1,059 | 减仓 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $18.95万 | 0.01% | 1,932 | -2 | -0.1% | -$196 | 减仓 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $18.98万 | 0.01% | 4,768 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $19.17万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP COM UNIT REP LTD | $19.19万 | 0.01% | 3,432 | -314 | -8.4% | -$1.76万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $19.28万 | 0.01% | 2,418 | -21 | -0.9% | -$1,674 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $19.58万 | 0.01% | 1,191 | -5 | -0.4% | -$822 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $19.58万 | 0.01% | 3,882 | 1,312 | 51.1% | $6.62万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY | $19.59万 | 0.01% | 7,266 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $19.62万 | 0.01% | 3,074 | -309 | -9.1% | -$1.97万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $19.66万 | 0.01% | 2,741 | 393 | 16.7% | $2.82万 | 加仓 |
| CRI | CARTERS INC COM | $19.74万 | 0.01% | 5,546 | -1,941 | -25.9% | -$6.91万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $19.78万 | 0.01% | 2,729 | -151 | -5.2% | -$1.09万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $19.82万 | 0.01% | 511 | 57 | 12.6% | $2.21万 | 加仓 |
| CRM | SALESFORCE INC COM | $19.87万 | 0.01% | 1,067 | -194 | -15.4% | -$3.61万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $19.90万 | 0.01% | 4,145 | -7,303 | -63.8% | -$35.06万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $19.92万 | 0.01% | 662 | 356 | 116.3% | $10.71万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $19.99万 | 0.01% | 2,592 | 1,556 | 150.2% | $12.00万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $20.00万 | 0.01% | 140 | 83 | 145.6% | $11.86万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $20.11万 | 0.01% | 9,387 | -707 | -7.0% | -$1.51万 | 减仓 |
| WPC | WP CAREY INC COM | $20.12万 | 0.01% | 2,899 | -218 | -7.0% | -$1.51万 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $20.36万 | 0.01% | 1,853 | -409 | -18.1% | -$4.49万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $20.52万 | 0.01% | 673 | 126 | 23.0% | $3.84万 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $20.75万 | 0.01% | 2,207 | -158 | -6.7% | -$1.49万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $20.79万 | 0.01% | 4,169 | 176 | 4.4% | $8,775 | 加仓 |
| D | DOMINION ENERGY INC COM | $20.85万 | 0.01% | 3,360 | -377 | -10.1% | -$2.34万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $20.89万 | 0.01% | 440 | -20 | -4.3% | -$9,496 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $20.97万 | 0.01% | 12,800 | -968 | -7.0% | -$1.59万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $21.04万 | 0.01% | 2,084 | -330 | -13.7% | -$3.33万 | 减仓 |
| SSO | PROSHARES ULTRA S&P 500 | $21.06万 | 0.01% | 4,000 | 4,000 | — | $21.06万 | 新建仓 |
| F | FORD MTR CO COM | $21.30万 | 0.01% | 18,234 | 1,930 | 11.8% | $2.25万 | 加仓 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $21.46万 | 0.01% | 6,513 | -224 | -3.3% | -$7,381 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $21.58万 | 0.01% | 502 | 19 | 3.9% | $8,167 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $21.64万 | 0.01% | 8,806 | 68 | 0.8% | $1,671 | 加仓 |
| — | NEOS ENHANCED INCOME 20 YEAR TREASURY BOND ETF | $21.66万 | 0.01% | 4,742 | 1,617 | 51.7% | $7.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $21.86万 | 0.01% | 442 | 8 | 1.8% | $3,957 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $22.07万 | 0.01% | 8,325 | 8,305 | 41,525.0% | $22.02万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $22.18万 | 0.01% | 2,166 | 36 | 1.7% | $3,686 | 加仓 |
| SYY | SYSCO CORP COM | $22.23万 | 0.01% | 3,080 | -22 | -0.7% | -$1,588 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $22.28万 | 0.01% | 1,341 | -101 | -7.0% | -$1.68万 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $22.38万 | 0.01% | 3,976 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $22.47万 | 0.01% | 1,072 | -23 | -2.1% | -$4,821 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $22.47万 | 0.01% | 1,643 | -1 | -0.1% | -$137 | 减仓 |
| SNA | SNAP ON INC COM | $22.61万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $22.78万 | 0.01% | 2,000 | 8 | 0.4% | $911 | 加仓 |
| TFC | TRUIST FINL CORP COM | $22.86万 | 0.01% | 4,894 | -227 | -4.4% | -$1.06万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $23.02万 | 0.01% | 1,729 | -334 | -16.2% | -$4.45万 | 减仓 |
| — | ISHARES BLOCKCHAIN AND TECH ETF | $23.04万 | 0.01% | 6,313 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $23.13万 | 0.01% | 4,908 | -920 | -15.8% | -$4.34万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $23.15万 | 0.01% | 2,436 | 1,084 | 80.2% | $10.30万 | 加仓 |
| PHO | INVESCO WATER RESOURCES ETF | $23.18万 | 0.01% | 3,429 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.31万 | 0.01% | 4,709 | -373 | -7.3% | -$1.85万 | 减仓 |
| INTC | INTEL CORP COM | $23.31万 | 0.01% | 4,853 | -238 | -4.7% | -$1.14万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $23.55万 | 0.01% | 2,542 | -387 | -13.2% | -$3.59万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $23.58万 | 0.01% | 724 | 4 | 0.6% | $1,303 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $23.66万 | 0.01% | 529 | 9 | 1.7% | $4,025 | 加仓 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $23.76万 | 0.01% | 4,767 | -266 | -5.3% | -$1.33万 | 减仓 |
| TTC | TORO CO COM | $23.84万 | 0.01% | 2,551 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $24.02万 | 0.01% | 8,736 | 684 | 8.5% | $1.88万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $24.02万 | 0.01% | 3,804 | -85 | -2.2% | -$5,368 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $24.02万 | 0.01% | 924 | -40 | -4.1% | -$1.04万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $24.04万 | 0.01% | 6,618 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $24.54万 | 0.01% | 5,314 | -252 | -4.5% | -$1.16万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $24.56万 | 0.01% | 4,292 | 1,911 | 80.3% | $10.94万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $24.67万 | 0.01% | 440 | -700 | -61.4% | -$39.25万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $24.68万 | 0.01% | 14,856 | -3,689 | -19.9% | -$6.13万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $24.76万 | 0.01% | 1,726 | 48 | 2.9% | $6,885 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $24.76万 | 0.01% | 3,040 | -43 | -1.4% | -$3,502 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $24.82万 | 0.01% | 2,535 | 168 | 7.1% | $1.64万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $24.86万 | 0.01% | 2,140 | -75 | -3.4% | -$8,712 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $24.87万 | 0.01% | 1,780 | 200 | 12.7% | $2.79万 | 加仓 |
| CSX | CSX CORP COM | $25.15万 | 0.01% | 6,070 | -3,618 | -37.3% | -$14.99万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $25.25万 | 0.01% | 846 | -13 | -1.5% | -$3,880 | 减仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $25.34万 | 0.01% | 4,377 | 129 | 3.0% | $7,468 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $25.36万 | 0.01% | 2,556 | 322 | 14.4% | $3.19万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $25.48万 | 0.01% | 2,965 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $25.60万 | 0.01% | 5,516 | 5,103 | 1,235.6% | $23.68万 | 加仓 |
| — | CALAMOS NASDAQ EQUITY & INCOME ETF | $25.65万 | 0.01% | 9,217 | 169 | 1.9% | $4,703 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $26.15万 | 0.01% | 8,606 | -1,307 | -13.2% | -$3.97万 | 减仓 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $26.22万 | 0.01% | 9,672 | 0 | 0.0% | — | 不变 |
| — | DANA UNCONSTRAINED EQUITY ETF | $26.36万 | 0.01% | 12,935 | 12,935 | — | $26.36万 | 新建仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $26.51万 | 0.01% | 5,641 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $26.58万 | 0.01% | 2,129 | -280 | -11.6% | -$3.50万 | 减仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $26.71万 | 0.01% | 804 | 0 | 0.0% | — | 不变 |