13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.4%
ARCC 2.3%
GBDC 2.3%
TSLX 2.2%
OBDC 2.1%
SHYG 2.1%
HYEM 2.0%
BXSL 1.9%
PFLT 1.9%
EMHY 1.9%

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
PSX PHILLIPS 66 COM $26.78万0.01%1,525 -113-6.9% -$1.98万 减仓
FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND $27.00万0.01%2,950 00.0% — 不变
NTST NETSTREIT CORP COM $27.67万0.01%14,623 -838-5.4% -$1.59万 减仓
RWL INVESCO S&P 500 REVENUE ETF $27.70万0.01%2,404 632.7% $7,260 加仓
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF $27.74万0.01%2,337 -533-18.6% -$6.33万 减仓
ET ENERGY TRANSFER L P COM UT LTD PTN $27.95万0.01%14,696 90.1% $171 加仓
FCG FIRST TRUST NATURAL GAS ETF $28.16万0.01%9,192 1,40618.1% $4.31万 加仓
— FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND $28.16万0.01%4,784 -1,358-22.1% -$7.99万 减仓
— HONEYWELL INTL INC COM $28.23万0.01%1,237 -34-2.7% -$7,760 减仓
MMM 3M CO COM $28.29万0.01%1,948 21312.3% $3.09万 加仓
UL UNILEVER PLC SPON ADR NEW $28.41万0.01%5,067 1653.4% $9,250 加仓
ASML ASML HLDG NV N Y REGISTRY SHS $28.85万0.01%212 5736.8% $7.76万 加仓
ORLY OREILLY AUTOMOTIVE INC COM $29.18万0.01%3,168 -10-0.3% -$921 减仓
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR $29.20万0.01%8,089 -847-9.5% -$3.06万 减仓
NEM NEWMONT CORP COM $29.45万0.01%2,588 80.3% $910 加仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $29.54万0.01%3,425 1,60388.0% $13.83万 加仓
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $29.65万0.01%1,326 -218-14.1% -$4.87万 减仓
— FIRST TRUST NASDAQ PHARMACEUTICALS ETF $29.84万0.01%8,627 00.0% — 不变
NSC NORFOLK SOUTHN CORP COM $29.90万0.01%1,042 181.8% $5,165 加仓
BITB BITWISE BITCOIN ETF TRUST $29.94万0.01%8,089 640.8% $2,369 加仓
DIS DISNEY WALT CO COM $30.05万0.01%3,112 -109-3.4% -$1.05万 减仓
VBR VANGUARD SMALL CAP VALUE ETF $30.17万0.01%1,383 -97-6.6% -$2.12万 减仓
— ISHARES LARGE CAP VALUE ACTIVE ETF $30.30万0.01%8,347 00.0% — 不变
YUM YUM BRANDS INC COM $30.45万0.01%1,981 00.0% — 不变
IUS INVESCO RAFI STRATEGIC US ETF $30.59万0.01%5,261 00.0% — 不变
GQQQ ASTORIA US QUALITY GROWTH KINGS ETF $31.04万0.01%10,638 10,638— $31.04万 新建仓
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $31.20万0.02%4,000 -12,050-75.1% -$93.99万 减仓
VIS VANGUARD INDUSTRIALS ETF $31.39万0.02%989 161.6% $5,078 加仓
IYW ISHARES U.S. TECHNOLOGY ETF $31.41万0.02%1,703 -18-1.0% -$3,320 减仓
PNQI INVESCO NASDAQ INTERNET ETF $31.54万0.02%7,045 -62-0.9% -$2,776 减仓
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF $31.99万0.02%5,249 -340-6.1% -$2.07万 减仓
DOW DOW HLDGS INC COM $32.03万0.02%7,872 -1,585-16.8% -$6.45万 减仓
ADP AUTOMATIC DATA PROCESSING INC COM $32.45万0.02%1,612 -201-11.1% -$4.05万 减仓
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF $32.62万0.02%5,532 75315.8% $4.44万 加仓
CWT CALIFORNIA WTR SVC GROUP COM $32.81万0.02%7,210 00.0% — 不变
AZO AUTOZONE INC COM $32.89万0.02%96 -12-11.1% -$4.11万 减仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $32.95万0.02%6,526 6,526— $32.95万 新建仓
HASI HA SUSTAINABLE INFRA CAP INC COM $32.98万0.02%8,778 -180-2.0% -$6,762 减仓
QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF $33.22万0.02%8,216 -10-0.1% -$404 减仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $33.38万0.02%4,223 2,450138.2% $19.37万 加仓
SNDK SANDISK CORP COM $33.53万0.02%484 10026.0% $6.93万 加仓
MOD MODINE MFG CO COM $33.56万0.02%1,505 50.3% $1,115 加仓
VDC VANGUARD CONSUMER STAPLES ETF $34.34万0.02%1,535 -245-13.8% -$5.48万 减仓
WDC WESTERN DIGITAL CORP COM $34.90万0.02%1,172 10710.0% $3.19万 加仓
VOOV VANGUARD S&P 500 VALUE ETF $34.98万0.02%1,713 00.0% — 不变
SDY STATE STREET SPDR S&P DIVIDEND ETF $35.48万0.02%2,433 -599-19.8% -$8.74万 减仓
PANW PALO ALTO NETWORKS INC COM $35.56万0.02%2,213 -91-3.9% -$1.46万 减仓
VDE VANGUARD ENERGY ETF $35.73万0.02%2,142 120.6% $2,002 加仓
FXZ FIRST TRUST MATERIALS ALPHADEX FUND $35.74万0.02%4,614 50312.2% $3.90万 加仓
LOW LOWES COS INC COM $35.74万0.02%1,514 -220-12.7% -$5.19万 减仓
PKB INVESCO BUILDING & CONSTRUCTION ETF $35.99万0.02%3,616 00.0% — 不变
DAUG FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST $36.32万0.02%8,304 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOBAL COM $36.82万0.02%41,604 00.0% — 不变
XEVTX EATON VANCE TAX ADVT DIV INCM COM $37.31万0.02%15,026 00.0% — 不变
TJX TJX COS INC NEW COM $37.39万0.02%2,308 -47-2.0% -$7,614 减仓
VGT VANGUARD INFORMATION TECHNOLOGY ETF $38.10万0.02%539 -37-6.4% -$2.62万 减仓
UNH UNITEDHEALTH GROUP INC COM $38.62万0.02%1,410 80.6% $2,191 加仓
TLH ISHARES 10-20 YEAR TREASURY BOND ETF $39.09万0.02%3,899 -205-5.0% -$2.06万 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIGH COM $39.17万0.02%38,595 -10,496-21.4% -$10.65万 减仓
CRWD CROWDSTRIKE HLDGS INC CL A $40.67万0.02%1,034 535.4% $2.08万 加仓
CAH CARDINAL HEALTH INC COM $41.52万0.02%1,958 24614.4% $5.22万 加仓
NOW SERVICENOW INC COM $41.82万0.02%4,020 52014.9% $5.41万 加仓
PSI INVESCO SEMICONDUCTORS ETF $42.05万0.02%4,332 -67-1.5% -$6,504 减仓
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 $42.07万0.02%14,288 -279-1.9% -$8,215 减仓
— NEOS S&P 500 HEDGED EQUITY INCOME ETF $42.40万0.02%8,015 6,190339.2% $32.75万 加仓
DE DEERE & CO COM $42.73万0.02%749 253.5% $1.43万 加仓
GEV GE VERNOVA INC COM $42.86万0.02%479 378.4% $3.31万 加仓
WMB WILLIAMS COS INC COM $43.13万0.02%6,005 1,29427.5% $9.29万 加仓
PRN INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF $43.35万0.02%2,164 00.0% — 不变
FTC FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND $43.42万0.02%2,776 00.0% — 不变
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF $43.72万0.02%13,075 00.0% — 不变
AFL AFLAC INC COM $44.00万0.02%4,013 10.0% $110 加仓
PM PHILIP MORRIS INTL INC COM $44.08万0.02%2,802 -188-6.3% -$2.96万 减仓
PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF $44.33万0.02%4,958 -30-0.6% -$2,683 减仓
PRU PRUDENTIAL FINL INC COM $44.47万0.02%4,539 -38,429-89.4% -$376.50万 减仓
PPA INVESCO AEROSPACE & DEFENSE ETF $44.49万0.02%2,623 -102-3.7% -$1.73万 减仓
GS GOLDMAN SACHS GROUP INC COM $44.56万0.02%518 51.0% $4,301 加仓
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND $45.11万0.02%8,978 00.0% — 不变
— FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND $45.12万0.02%4,618 00.0% — 不变
ROST ROSS STORES INC COM $45.40万0.02%2,064 1015.1% $2.22万 加仓
USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF $45.46万0.02%12,377 5,18572.1% $19.04万 加仓
ICF ISHARES SELECT U.S. REIT ETF $45.60万0.02%7,327 2713.8% $1.69万 加仓
KR KROGER CO COM $45.77万0.02%6,489 210.3% $1,481 加仓
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF $46.42万0.02%4,272 -10-0.2% -$1,087 减仓
NOC NORTHROP GRUMMAN CORP COM $46.53万0.02%668 243.7% $1.67万 加仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $46.74万0.02%8,419 4325.4% $2.40万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $46.76万0.02%1,369 -54-3.8% -$1.84万 减仓
MBB ISHARES MBS ETF $47.43万0.02%5,010 -39-0.8% -$3,692 减仓
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF $47.79万0.02%13,040 3612.8% $1.32万 加仓
MPC MARATHON PETE CORP COM $48.05万0.02%2,017 -348-14.7% -$8.29万 减仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $48.19万0.02%3,262 -230-6.6% -$3.40万 减仓
BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $48.23万0.02%14,156 9587.3% $3.26万 加仓
SBCF SEACOAST BKG CORP FLA COM NEW $48.49万0.02%15,855 15,6006,117.6% $47.71万 加仓
FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND $48.66万0.02%17,081 -774-4.3% -$2.21万 减仓
MO ALTRIA GROUP INC COM $48.83万0.02%7,457 -2,414-24.5% -$15.81万 减仓
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND $48.97万0.02%18,719 16,056602.9% $42.00万 加仓
ETN EATON CORP PLC SHS $49.68万0.02%1,359 849166.5% $31.04万 加仓
FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF $49.93万0.02%11,441 -767-6.3% -$3.35万 减仓
APLE APPLE HOSPITALITY REIT INC COM NEW $50.51万0.02%43,735 -2,250-4.9% -$2.60万 减仓
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $50.61万0.02%6,598 -2,683-28.9% -$20.58万 减仓