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
VTV VANGUARD INDEX FDS $105.32万0.05%4,833 -58-1.2% -$1.26万 减仓
DBAW DBX ETF TR $106.04万0.05%21,875 4,54726.2% $22.04万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $108.70万0.05%21,525 -956-4.3% -$4.83万 减仓
DMBS DOUBLELINE ETF TRUST $108.91万0.05%22,187 20,127977.0% $98.80万 加仓
CVX CHEVRON CORPORATION $110.13万0.05%6,644 65310.9% $10.82万 加仓
FDVV FIDELITY COVINGTON TRUST $110.37万0.05%18,307 8,19381.0% $49.39万 加仓
BA BOEING CO $113.77万0.05%5,256 1232.4% $2.66万 加仓
PYLD PIMCO ETF TR $113.99万0.05%42,981 24,262129.6% $64.34万 加仓
IUSV ISHARES TR $114.08万0.05%10,357 -12-0.1% -$1,322 减仓
WDC WESTERN DIGITAL CORP $115.68万0.05%1,811 63954.5% $40.82万 加仓
PG PROCTER & GAMBLE CO $118.08万0.05%8,052 2,86555.2% $42.01万 加仓
PH PARKER-HANNIFIN CORP $124.87万0.06%1,277 10.1% $978 加仓
XLK SELECT SECTOR SPDR TR $125.40万0.06%6,582 2774.4% $5.28万 加仓
PLTR PALANTIR TECHNOLOGIES INC $125.44万0.06%10,752 5,02687.8% $58.64万 加仓
EFA ISHARES TR $128.94万0.06%12,412 8066.9% $8.37万 加仓
FIW FIRST TR EXCHANGE-TRADED FD $133.05万0.06%12,148 -312-2.5% -$3.42万 减仓
SRE SEMPRA $134.14万0.06%14,469 -96-0.7% -$8,900 减仓
QQQI NEOS ETF TRUST $134.78万0.06%23,732 3,73318.7% $21.20万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $134.98万0.06%5,099 -829-14.0% -$21.95万 减仓
OEF ISHARES TR $137.09万0.06%3,747 -614-14.1% -$22.46万 减仓
COWZ PACER FDS TR $137.72万0.06%22,141 2,97915.5% $18.53万 加仓
— ETF OPPORTUNITIES TRUST $138.25万0.06%32,061 5291.7% $2.28万 加仓
V VISA INC $138.79万0.06%4,045 2586.8% $8.85万 加仓
FDUS FIDUS INVT CORP $139.03万0.06%72,904 31,58776.5% $60.24万 加仓
NEE NEXTERA ENERGY INC $141.82万0.06%16,158 7064.6% $6.20万 加仓
FXR FIRST TR EXCHANGE-TRADED FD $144.48万0.06%15,856 -202-1.3% -$1.84万 减仓
NFLX NETFLIX INC. $144.65万0.06%20,259 1,95810.7% $13.98万 加仓
SNDK SANDISK CORP $149.16万0.07%656 17235.5% $39.11万 加仓
SPDW SPDR INDEX SHS FDS $153.29万0.07%30,420 24,904451.5% $125.49万 加仓
VUG VANGUARD INDEX FDS $154.06万0.07%17,885 -769-4.1% -$6.62万 减仓
BAC BANK OF AMER CORP $154.98万0.07%27,199 810.3% $4,615 加仓
MCD MCDONALDS CORP $156.05万0.07%5,773 1833.3% $4.95万 加仓
BAI BLACKROCK ETF TRUST $156.61万0.07%29,705 15,549109.8% $81.97万 加仓
IJR ISHARES TR $159.73万0.07%10,770 7007.0% $10.38万 加仓
KLAC KLA CORP $160.38万0.07%5,316 2264.4% $6.82万 加仓
DVY ISHARES TR $161.69万0.07%10,345 -737-6.7% -$11.52万 减仓
— VANECK ETF TRUST $163.01万0.07%75,261 17,18729.6% $37.23万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $167.14万0.08%1,732 311.8% $2.99万 加仓
COST COSTCO WHOLESALE CORPORATION $167.78万0.08%1,794 23815.3% $22.26万 加仓
AMAT APPLIED MATLS INC $169.07万0.08%2,338 29314.3% $21.19万 加仓
DWAS INVESCO EXCH TRADED FD TR II $181.63万0.08%14,266 3,09327.7% $39.38万 加仓
— EA SERIES TRUST $182.20万0.08%72,504 66,2311,055.8% $166.43万 加仓
VO VANGUARD INDEX FDS $183.25万0.08%22,745 1,0614.9% $8.55万 加仓
— INVESCO EXCHANGE TRADED FD T $184.30万0.08%50,407 -991-1.9% -$3.62万 减仓
HD HOME DEPOT INC $184.92万0.08%5,243 -320-5.8% -$11.29万 减仓
PCY INVESCO EXCH TRADED FD TR II $185.42万0.08%85,647 16,93624.6% $36.67万 加仓
AMD ADVANCED MICRO DEVICES INC $185.95万0.08%3,201 2839.7% $16.44万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $187.13万0.08%5,591 -118-2.1% -$3.95万 减仓
XLRE SELECT SECTOR SPDR TR $187.42万0.08%42,566 -936-2.2% -$4.12万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $189.51万0.09%33,554 -2,055-5.8% -$11.61万 减仓
IVE ISHARES TR $194.80万0.09%8,579 -18-0.2% -$4,087 减仓
VNQ VANGUARD INDEX FDS $199.31万0.09%20,669 -487-2.3% -$4.70万 减仓
DYNF BLACKROCK ETF TRUST $199.87万0.09%29,389 6,16026.5% $41.89万 加仓
XLG INVESCO EXCHANGE TRADED FD T $207.16万0.09%33,833 -508-1.5% -$3.11万 减仓
VTI VANGUARD INDEX FDS $207.85万0.09%5,617 64913.1% $24.02万 加仓
EIX EDISON INTL $214.79万0.10%28,850 -285-1.0% -$2.12万 减仓
GQQQ EA SERIES TRUST $222.94万0.10%61,381 50,743477.0% $184.30万 加仓
ILTB ISHARES TR $229.69万0.10%46,637 7,62919.6% $37.57万 加仓
JNJ JOHNSON & JOHNSON $237.57万0.11%9,354 3,47359.1% $88.21万 加仓
WMT WALMART INC $240.91万0.11%21,271 -309-1.4% -$3.50万 减仓
ANGL VANECK ETF TRUST $244.29万0.11%83,546 16,54524.7% $48.38万 加仓
IEMG ISHARES INC $250.24万0.11%30,207 8,28837.8% $68.66万 加仓
BIZD VANECK ETF TRUST $260.29万0.12%205,600 49,40531.6% $62.55万 加仓
STLA STELLANTIS N.V $270.60万0.12%471,434 16,4653.6% $9.45万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $282.20万0.13%9,904 -18-0.2% -$5,129 减仓
SPYM SPDR SERIES TRUST $299.04万0.13%34,028 31,4361,212.8% $276.26万 加仓
HRL HORMEL FOODS CORP $308.18万0.14%124,167 00.0% — 不变
MAIN MAIN STR CAP CORP $309.99万0.14%59,752 -58,400-49.4% -$302.98万 减仓
IUSB ISHARES TR $321.17万0.14%69,592 5,5408.6% $25.57万 加仓
CAIE CALAMOS ETF TR $327.39万0.15%120,321 17,60517.1% $47.90万 加仓
SCHD SCHWAB STRATEGIC TR $333.81万0.15%105,268 13,46614.7% $42.70万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $336.56万0.15%6,726 1492.3% $7.46万 加仓
CAT CATERPILLAR INC $338.88万0.15%3,182 1565.2% $16.61万 加仓
MTUM ISHARES TR $342.86万0.15%10,001 6296.7% $21.56万 加仓
— EXXON MOBIL CORP $353.04万0.16%25,822 1,3055.3% $17.84万 加仓
MU MICRON TECHNOLOGY INC $366.82万0.16%3,178 34012.0% $39.24万 加仓
VOE VANGUARD INDEX FDS $377.95万0.17%19,127 3,73424.3% $73.78万 加仓
OTEX OPEN TEXT CORP $382.56万0.17%172,714 3,7292.2% $8.26万 加仓
GLD SPDR GOLD TR $384.56万0.17%10,439 -1,259-10.8% -$46.38万 减仓
IVW ISHARES TR $386.59万0.17%28,110 -2,376-7.8% -$32.68万 减仓
SNY SANOFI SA $388.02万0.17%90,957 1,3141.5% $5.61万 加仓
WSBC WESBANCO INC $392.76万0.18%100,631 98,6334,936.6% $384.96万 加仓
LKQ LKQ CORP $397.91万0.18%151,125 2,8431.9% $7.49万 加仓
SPY STATE STR SPDR S&P 500 ETF T $407.33万0.18%5,455 420.8% $3.14万 加仓
PFFA ETFIS SER TR I $409.90万0.18%199,272 -4,779-2.3% -$9.83万 减仓
PSK SPDR SERIES TRUST $410.13万0.18%134,336 -2,563-1.9% -$7.82万 减仓
TSN TYSON FOODS INC $419.72万0.19%73,313 1980.3% $1.13万 加仓
PFFD GLOBAL X FDS $422.43万0.19%226,017 -4,726-2.0% -$8.83万 减仓
PFLD ETF SER SOLUTIONS $423.54万0.19%216,644 -4,994-2.3% -$9.76万 减仓
JPM JPMORGAN CHASE & CO $426.46万0.19%13,029 9988.3% $32.67万 加仓
PFXF VANECK ETF TRUST $435.11万0.20%243,898 -7,364-2.9% -$13.14万 减仓
FPE FIRST TR EXCH TRADED FD III $442.31万0.20%247,378 -4,364-1.7% -$7.80万 减仓
— GLOBAL X FDS $456.82万0.21%487,121 -16,001-3.2% -$15.01万 减仓
PGX INVESCO EXCH TRADED FD TR II $480.70万0.22%443,454 -8,033-1.8% -$8.71万 减仓
TAP MOLSON COORS BEVERAGE CO $497.79万0.22%127,771 2,1431.7% $8.35万 加仓
ST SENSATA TECHNOLOGIES HLDG PL $502.63万0.23%105,285 -1,268-1.2% -$6.05万 减仓
AVGO BROADCOM INC $508.33万0.23%13,457 8937.1% $33.73万 加仓
MTCH MATCH GROUP INC NEW $520.01万0.23%136,664 4570.3% $1.74万 加仓
GPN GLOBAL PMTS INC $521.68万0.23%71,897 1,1861.7% $8.61万 加仓
CG CARLYLE GROUP INC $533.68万0.24%126,734 1,9981.6% $8.41万 加仓