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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED CL A | $51.25万 | 0.02% | 1,042 | 10 | 1.0% | $4,918 | 加仓 |
| — | WHITEHORSE FIN INC COM | $51.77万 | 0.03% | 72,811 | -4,111 | -5.3% | -$2.92万 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $52.43万 | 0.03% | 6,180 | 1,119 | 22.1% | $9.49万 | 加仓 |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | $54.37万 | 0.03% | 7,102 | 855 | 13.7% | $6.55万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $54.64万 | 0.03% | 2,838 | 162 | 6.1% | $3.12万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $55.05万 | 0.03% | 10,155 | 1,701 | 20.1% | $9.22万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $55.40万 | 0.03% | 21,513 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $55.44万 | 0.03% | 6,881 | -32 | -0.5% | -$2,578 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $56.03万 | 0.03% | 10,114 | 820 | 8.8% | $4.54万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $56.49万 | 0.03% | 6,846 | 1,402 | 25.8% | $11.57万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $57.30万 | 0.03% | 5,004 | -156 | -3.0% | -$1.79万 | 减仓 |
| MRK | MERCK & CO INC COM | $57.33万 | 0.03% | 4,745 | -627 | -11.7% | -$7.58万 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $58.24万 | 0.03% | 2,876 | 282 | 10.9% | $5.71万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $59.56万 | 0.03% | 29,915 | -3,070 | -9.3% | -$6.11万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $59.66万 | 0.03% | 15,938 | -14 | -0.1% | -$524 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $60.25万 | 0.03% | 3,126 | -2,422 | -43.7% | -$46.69万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING COM | $60.42万 | 0.03% | 53,995 | 4,535 | 9.2% | $5.07万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $61.10万 | 0.03% | 4,668 | -3,130 | -40.1% | -$40.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $61.34万 | 0.03% | 2,918 | 381 | 15.0% | $8.01万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $62.35万 | 0.03% | 2,592 | 489 | 23.3% | $11.76万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $63.00万 | 0.03% | 14,212 | -696 | -4.7% | -$3.09万 | 减仓 |
| RTX | RTX CORPORATION COM | $63.11万 | 0.03% | 3,241 | -60 | -1.8% | -$1.17万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $63.43万 | 0.03% | 6,901 | 795 | 13.0% | $7.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $63.47万 | 0.03% | 19,303 | -8 | -0.0% | -$263 | 减仓 |
| IEV | ISHARES EUROPE ETF | $64.04万 | 0.03% | 9,291 | -370 | -3.8% | -$2.55万 | 减仓 |
| ORCL | ORACLE CORP COM | $67.07万 | 0.03% | 4,618 | 261 | 6.0% | $3.79万 | 加仓 |
| SO | SOUTHERN CO COM | $67.40万 | 0.03% | 6,953 | -5,174 | -42.7% | -$50.15万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $67.56万 | 0.03% | 7,534 | -532 | -6.6% | -$4.77万 | 减仓 |
| EVRG | EVERGY INC COM | $67.58万 | 0.03% | 8,213 | -176,213 | -95.5% | -$1,449.96万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $68.28万 | 0.03% | 10,027 | 1,151 | 13.0% | $7.84万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $69.17万 | 0.03% | 15,001 | -1,452 | -8.8% | -$6.70万 | 减仓 |
| — | RLJ LODGING TR CUM CONV PFD A | $69.67万 | 0.03% | 28,635 | -670 | -2.3% | -$1.63万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $70.49万 | 0.03% | 2,338 | -42 | -1.8% | -$1.27万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $70.88万 | 0.03% | 2,422 | 33 | 1.4% | $9,657 | 加仓 |
| FDUS | FIDUS INVT CORP COM | $71.48万 | 0.03% | 41,317 | 3,221 | 8.5% | $5.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $71.97万 | 0.03% | 1,701 | 64 | 3.9% | $2.71万 | 加仓 |
| UPRO | PROSHARES ULTRAPRO S&P500 | $72.06万 | 0.03% | 7,266 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $72.37万 | 0.03% | 2,045 | 649 | 46.5% | $22.97万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $73.54万 | 0.04% | 15,624 | 4,431 | 39.6% | $20.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $73.59万 | 0.04% | 1,191 | -127 | -9.6% | -$7.85万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $74.04万 | 0.04% | 10,084 | -5,866 | -36.8% | -$43.07万 | 减仓 |
| KO | COCA COLA CO COM | $74.49万 | 0.04% | 9,791 | 1,473 | 17.7% | $11.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $74.73万 | 0.04% | 5,187 | 154 | 3.1% | $2.22万 | 加仓 |
| DBAW | XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF | $74.92万 | 0.04% | 17,328 | 4,957 | 40.1% | $21.43万 | 加仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $75.23万 | 0.04% | 4,645 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $75.36万 | 0.04% | 2,133 | -545 | -20.4% | -$19.25万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $75.61万 | 0.04% | 1,624 | -67 | -4.0% | -$3.12万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $77.13万 | 0.04% | 5,213 | 100 | 2.0% | $1.48万 | 加仓 |
| KLAC | KLA CORP COM NEW | $77.37万 | 0.04% | 509 | -3 | -0.6% | -$4,560 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $81.43万 | 0.04% | 3,091 | 620 | 25.1% | $16.33万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $82.42万 | 0.04% | 9,114 | 165 | 1.8% | $1.49万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $83.88万 | 0.04% | 5,726 | -111 | -1.9% | -$1.63万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $84.36万 | 0.04% | 8,521 | -2,067 | -19.5% | -$20.46万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $85.06万 | 0.04% | 6,305 | -143 | -2.2% | -$1.93万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $89.42万 | 0.04% | 13,727 | 1,390 | 11.3% | $9.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $90.37万 | 0.04% | 18,297 | -7,184 | -28.2% | -$35.48万 | 减仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $94.33万 | 0.05% | 18,923 | 1,271 | 7.2% | $6.34万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $96.20万 | 0.05% | 4,891 | 873 | 21.7% | $17.17万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $100.38万 | 0.05% | 19,999 | 7,633 | 61.7% | $38.31万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $102.35万 | 0.05% | 13,598 | -1,763 | -11.5% | -$13.27万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $104.15万 | 0.05% | 15,284 | -9,828 | -39.1% | -$66.97万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $104.40万 | 0.05% | 2,838 | 3 | 0.1% | $1,104 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $106.16万 | 0.05% | 10,369 | -102 | -1.0% | -$1.04万 | 减仓 |
| BA | BOEING CO COM | $106.42万 | 0.05% | 5,133 | 113 | 2.3% | $2.34万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $109.48万 | 0.05% | 22,481 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $111.63万 | 0.05% | 11,173 | 2,276 | 25.6% | $22.74万 | 加仓 |
| V | VISA INC COM CL A | $113.05万 | 0.05% | 3,787 | 62 | 1.7% | $1.85万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $114.45万 | 0.06% | 11,606 | 783 | 7.2% | $7.72万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $117.53万 | 0.06% | 1,276 | -2 | -0.2% | -$1,842 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $118.26万 | 0.06% | 5,991 | -28 | -0.5% | -$5,527 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $119.44万 | 0.06% | 19,162 | 3,502 | 22.4% | $21.83万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $119.63万 | 0.06% | 13,089 | -3,706 | -22.1% | -$33.87万 | 减仓 |
| — | VANECK INTERNATIONAL HIGH YIELD BOND ETF | $124.31万 | 0.06% | 58,074 | 6,481 | 12.6% | $13.87万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $125.08万 | 0.06% | 5,709 | -217 | -3.7% | -$4.75万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $125.80万 | 0.06% | 10,070 | 584 | 6.2% | $7.30万 | 加仓 |
| — | REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF | $126.82万 | 0.06% | 31,532 | -5,953 | -15.9% | -$23.94万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $129.74万 | 0.06% | 12,460 | -548 | -4.2% | -$5.71万 | 减仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $132.50万 | 0.06% | 16,058 | -560 | -3.4% | -$4.62万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $133.61万 | 0.06% | 27,118 | 784 | 3.0% | $3.86万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $136.42万 | 0.07% | 23,229 | 476 | 2.1% | $2.80万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $137.29万 | 0.07% | 3,109 | 340 | 12.3% | $15.01万 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $139.71万 | 0.07% | 4,361 | -745 | -14.6% | -$23.87万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $139.85万 | 0.07% | 5,928 | -190 | -3.1% | -$4.48万 | 减仓 |
| SRE | SEMPRA COM | $141.88万 | 0.07% | 14,565 | 30 | 0.2% | $2,922 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $143.48万 | 0.07% | 15,452 | -6,981 | -31.1% | -$64.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $143.57万 | 0.07% | 5,881 | 82 | 1.4% | $2.00万 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $144.36万 | 0.07% | 68,711 | 8,837 | 14.8% | $18.57万 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $151.02万 | 0.07% | 9,922 | 61 | 0.6% | $9,284 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $154.05万 | 0.07% | 21,919 | 5,650 | 34.7% | $39.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $155.10万 | 0.07% | 1,556 | 191 | 14.0% | $19.04万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $156.67万 | 0.08% | 5,421 | -23 | -0.4% | -$6,647 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $160.58万 | 0.08% | 4,968 | -4,274 | -46.2% | -$138.15万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $167.37万 | 0.08% | 11,082 | -2,049 | -15.6% | -$30.94万 | 减仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | $170.39万 | 0.08% | 51,398 | -1,648 | -3.1% | -$5.46万 | 减仓 |
| MCD | MCDONALDS CORP COM | $171.77万 | 0.08% | 5,590 | 35 | 0.6% | $1.08万 | 加仓 |
| NFLX | NETFLIX INC. COM | $174.87万 | 0.08% | 18,301 | -682 | -3.6% | -$6.52万 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $178.14万 | 0.09% | 43,502 | -1,779 | -3.9% | -$7.28万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $181.82万 | 0.09% | 8,597 | 1,133 | 15.2% | $23.96万 | 加仓 |
| HD | HOME DEPOT INC COM | $183.32万 | 0.09% | 5,563 | -217 | -3.8% | -$7.15万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $188.33万 | 0.09% | 21,156 | -615 | -2.8% | -$5.47万 | 减仓 |