Sound Income Strategies, LLC
FT LAUDERDALE FL · SEC CIK 0001730960
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHANGE-TRADED FD | $44.14万 | 0.02% | 4,521 | -97 | -2.1% | -$9,470 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $44.34万 | 0.02% | 16,390 | -691 | -4.0% | -$1.87万 | 减仓 |
| ROST | ROSS STORES INC | $44.84万 | 0.02% | 2,107 | 43 | 2.1% | $9,152 | 加仓 |
| VXUS | VANGUARD STAR FDS | $46.59万 | 0.02% | 5,450 | 1,450 | 36.2% | $12.40万 | 加仓 |
| AFL | AFLAC INC | $46.92万 | 0.02% | 4,002 | -11 | -0.3% | -$1,290 | 减仓 |
| DE | DEERE & CO | $47.09万 | 0.02% | 742 | -7 | -0.9% | -$4,442 | 减仓 |
| LQD | ISHARES TR | $47.11万 | 0.02% | 4,319 | 47 | 1.1% | $5,126 | 加仓 |
| SO | SOUTHERN CO | $47.18万 | 0.02% | 4,930 | -2,023 | -29.1% | -$19.36万 | 减仓 |
| SDY | SPDR SERIES TRUST | $47.38万 | 0.02% | 3,113 | 680 | 27.9% | $10.35万 | 加仓 |
| NVS | NOVARTIS AG | $47.55万 | 0.02% | 3,034 | 2,460 | 428.6% | $38.55万 | 加仓 |
| — | WHITEHORSE FIN INC | $47.57万 | 0.02% | 70,994 | -1,817 | -2.5% | -$1.22万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $48.32万 | 0.02% | 16,507 | 13,367 | 425.7% | $39.13万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $48.39万 | 0.02% | 4,484 | -55 | -1.2% | -$5,936 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $49.68万 | 0.02% | 11,391 | -50 | -0.4% | -$2,181 | 减仓 |
| XSD | SPDR SERIES TRUST | $50.15万 | 0.02% | 804 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $50.46万 | 0.02% | 3,180 | -82 | -2.5% | -$1.30万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $51.65万 | 0.02% | 1,981 | -183 | -8.5% | -$4.77万 | 减仓 |
| USMV | ISHARES TR | $51.89万 | 0.02% | 5,379 | 2,837 | 111.6% | $27.37万 | 加仓 |
| USHY | ISHARES TR | $52.10万 | 0.02% | 14,073 | 1,696 | 13.7% | $6.28万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $52.72万 | 0.02% | 15,857 | 2 | 0.0% | $66 | 加仓 |
| MPC | MARATHON PETE CORP | $52.77万 | 0.02% | 2,064 | 47 | 2.3% | $1.20万 | 加仓 |
| TER | TERADYNE INC | $52.89万 | 0.02% | 1,093 | 756 | 224.3% | $36.58万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $53.45万 | 0.02% | 3,128 | 3,128 | — | $53.45万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $53.67万 | 0.02% | 2,770 | -6 | -0.2% | -$1,163 | 减仓 |
| IYW | ISHARES TR | $53.88万 | 0.02% | 2,136 | 433 | 25.4% | $10.92万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $54.05万 | 0.02% | 2,988 | 186 | 6.6% | $3.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $54.80万 | 0.02% | 5,939 | 4,084 | 220.2% | $37.69万 | 加仓 |
| VGT | VANGUARD WORLD FD | $55.83万 | 0.03% | 4,671 | 359 | 8.3% | $4.29万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $56.43万 | 0.03% | 27,797 | -2,118 | -7.1% | -$4.30万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $56.92万 | 0.03% | 5,079 | 1,463 | 40.5% | $16.39万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.98万 | 0.03% | 563 | 45 | 8.7% | $4.55万 | 加仓 |
| WFC | WELLS FARGO & CO | $57.26万 | 0.03% | 6,929 | 48 | 0.7% | $3,967 | 加仓 |
| IAU | ISHARES GOLD TR | $57.92万 | 0.03% | 7,671 | 137 | 1.8% | $1.03万 | 加仓 |
| — | NEOS ETF TRUST | $58.45万 | 0.03% | 10,477 | 2,462 | 30.7% | $13.73万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $59.08万 | 0.03% | 16,072 | 134 | 0.8% | $4,926 | 加仓 |
| MBB | ISHARES TR | $59.19万 | 0.03% | 6,262 | 1,252 | 25.0% | $11.83万 | 加仓 |
| MO | ALTRIA GROUP INC | $59.31万 | 0.03% | 8,244 | 787 | 10.6% | $5.66万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $59.68万 | 0.03% | 3,379 | 756 | 28.8% | $13.35万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $59.72万 | 0.03% | 2,807 | -31 | -1.1% | -$6,595 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.66万 | 0.03% | 10,162 | 7 | 0.1% | $418 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $60.95万 | 0.03% | 13,739 | 11,151 | 430.9% | $49.47万 | 加仓 |
| COHR | COHERENT CORP | $61.10万 | 0.03% | 1,549 | 1,110 | 252.8% | $43.78万 | 加仓 |
| MS | MORGAN STANLEY | $61.20万 | 0.03% | 2,927 | 1,586 | 118.3% | $33.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $61.47万 | 0.03% | 1,197 | 155 | 14.9% | $7.96万 | 加仓 |
| APP | APPLOVIN CORP | $61.54万 | 0.03% | 1,194 | 683 | 133.7% | $35.20万 | 加仓 |
| RTX | RTX CORPORATION | $62.19万 | 0.03% | 3,278 | 37 | 1.1% | $7,020 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $62.32万 | 0.03% | 19,493 | 190 | 1.0% | $6,074 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $62.69万 | 0.03% | 1,231 | 40 | 3.4% | $2.04万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $62.76万 | 0.03% | 10,211 | 1,792 | 21.3% | $11.01万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $62.93万 | 0.03% | 5,289 | 2,733 | 106.9% | $32.52万 | 加仓 |
| MRK | MERCK & CO INC | $63.19万 | 0.03% | 4,917 | 172 | 3.6% | $2.21万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $63.40万 | 0.03% | 21,563 | 50 | 0.2% | $1,470 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $63.45万 | 0.03% | 1,527 | 117 | 8.3% | $4.86万 | 加仓 |
| EVRG | EVERGY INC | $63.77万 | 0.03% | 7,378 | -835 | -10.2% | -$7.22万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $65.03万 | 0.03% | 13,638 | -574 | -4.0% | -$2.74万 | 减仓 |
| IEFA | ISHARES TR | $66.72万 | 0.03% | 6,908 | 7 | 0.1% | $676 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $66.77万 | 0.03% | 9,096 | -988 | -9.8% | -$7.25万 | 减仓 |
| ICF | ISHARES TR | $66.90万 | 0.03% | 9,892 | 2,565 | 35.0% | $17.35万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $67.06万 | 0.03% | 4,920 | -38 | -0.8% | -$5,180 | 减仓 |
| — | RLJ LODGING TR | $67.28万 | 0.03% | 27,438 | -1,197 | -4.2% | -$2.94万 | 减仓 |
| IEV | ISHARES TR | $67.68万 | 0.03% | 9,291 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $69.13万 | 0.03% | 7,766 | 1,586 | 25.7% | $14.12万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $69.53万 | 0.03% | 2,805 | -71 | -2.5% | -$1.76万 | 减仓 |
| GEV | GE VERNOVA INC | $69.79万 | 0.03% | 594 | 115 | 24.0% | $13.51万 | 加仓 |
| ORCL | ORACLE CORP | $69.87万 | 0.03% | 4,768 | 150 | 3.2% | $2.20万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $70.22万 | 0.03% | 16,287 | 3,247 | 24.9% | $14.00万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $71.93万 | 0.03% | 60,244 | 6,249 | 11.6% | $7.46万 | 加仓 |
| FIX | COMFORT SYS USA INC | $72.74万 | 0.03% | 367 | 227 | 162.1% | $44.99万 | 加仓 |
| — | INVESTMENT MANAGERS SER TR I | $72.94万 | 0.03% | 34,266 | 29,780 | 663.8% | $63.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $73.15万 | 0.03% | 17,276 | -1,021 | -5.6% | -$4.32万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $75.01万 | 0.03% | 44,622 | 887 | 2.0% | $1.49万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $75.23万 | 0.03% | 2,206 | -7 | -0.3% | -$2,387 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $76.65万 | 0.03% | 2,289 | 1,891 | 475.1% | $63.32万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $81.04万 | 0.04% | 5,016 | 12 | 0.2% | $1,939 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $81.16万 | 0.04% | 2,399 | 61 | 2.6% | $2.06万 | 加仓 |
| AMGN | AMGEN INC | $81.33万 | 0.04% | 2,246 | 113 | 5.3% | $4.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $81.90万 | 0.04% | 5,183 | -30 | -0.6% | -$4,741 | 减仓 |
| SLV | ISHARES SILVER TR | $82.71万 | 0.04% | 15,468 | 184 | 1.2% | $9,838 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $83.06万 | 0.04% | 1,088 | 54 | 5.2% | $4.12万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $83.29万 | 0.04% | 1,594 | -30 | -1.8% | -$1.57万 | 减仓 |
| EFV | ISHARES TR | $84.01万 | 0.04% | 10,975 | -2,623 | -19.3% | -$20.08万 | 减仓 |
| INTC | INTEL CORP | $85.04万 | 0.04% | 6,090 | 1,237 | 25.5% | $17.27万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $86.28万 | 0.04% | 2,848 | 256 | 9.9% | $7.76万 | 加仓 |
| KO | COCA COLA CO | $86.87万 | 0.04% | 10,689 | 898 | 9.2% | $7.30万 | 加仓 |
| QUAL | ISHARES TR | $87.13万 | 0.04% | 3,971 | 845 | 27.0% | $18.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.33万 | 0.04% | 1,829 | 460 | 33.6% | $21.96万 | 加仓 |
| ROE | EA SERIES TRUST | $89.24万 | 0.04% | 20,934 | 17,097 | 445.6% | $72.89万 | 加仓 |
| BIL | SPDR SERIES TRUST | $89.35万 | 0.04% | 9,750 | -3,339 | -25.5% | -$30.60万 | 减仓 |
| IJH | ISHARES TR | $91.53万 | 0.04% | 11,870 | 1,843 | 18.4% | $14.21万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $92.75万 | 0.04% | 18,798 | -125 | -0.7% | -$6,168 | 减仓 |
| SBUX | STARBUCKS CORP | $93.91万 | 0.04% | 9,190 | 76 | 0.8% | $7,766 | 加仓 |
| AGG | ISHARES TR | $94.20万 | 0.04% | 9,517 | 996 | 11.7% | $9.86万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $95.04万 | 0.04% | 25,966 | 25,966 | — | $95.04万 | 新建仓 |
| UPRO | PROSHARES TR | $95.88万 | 0.04% | 6,762 | -504 | -6.9% | -$7.15万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $97.53万 | 0.04% | 5,193 | 861 | 19.9% | $16.17万 | 加仓 |
| VB | VANGUARD INDEX FDS | $98.72万 | 0.04% | 3,257 | 166 | 5.4% | $5.03万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $100.05万 | 0.04% | 4,606 | -39 | -0.8% | -$8,472 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $100.70万 | 0.05% | 14,133 | 406 | 3.0% | $2.89万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $102.33万 | 0.05% | 19,762 | 4,138 | 26.5% | $21.43万 | 加仓 |
| GE | GE AEROSPACE | $103.83万 | 0.05% | 2,778 | 356 | 14.7% | $13.31万 | 加仓 |