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
GEN GEN DIGITAL INC $537.86万0.24%216,095 3,3591.6% $8.36万 加仓
SPYI NEOS ETF TRUST $538.55万0.24%101,441 14,17916.2% $75.28万 加仓
BKR BAKER HUGHES COMPANY $543.12万0.24%97,860 -878-0.9% -$4.87万 减仓
MGK VANGUARD WORLD FD $549.50万0.25%62,507 6,60211.8% $58.04万 加仓
JNK SPDR SERIES TRUST $559.32万0.25%58,039 -732-1.2% -$7.05万 减仓
SJNK SPDR SERIES TRUST $568.17万0.26%226,997 -5,015-2.2% -$12.55万 减仓
— ISHARES U S ETF TR $572.80万0.26%233,036 -3,699-1.6% -$9.09万 减仓
— PROSHARES TR $576.19万0.26%88,806 -1,677-1.9% -$10.88万 减仓
HYGH ISHARES U S ETF TR $579.62万0.26%66,922 -1,313-1.9% -$11.37万 减仓
— NATIONAL STORAGE AFFILIATES $618.64万0.28%139,114 -15,927-10.3% -$70.83万 减仓
SW SMURFIT WESTROCK PLC $625.25万0.28%135,161 1,3461.0% $6.23万 加仓
G GENPACT LIMITED $634.36万0.28%230,676 230,676— $634.36万 新建仓
BCO BRINKS CO $643.87万0.29%68,142 9631.4% $9.10万 加仓
WEN WENDYS CO $650.26万0.29%784,388 13,0121.7% $10.79万 加仓
XRAY DENTSPLY SIRONA INC $682.16万0.31%642,939 8,0661.3% $8.56万 加仓
CAG CONAGRA BRANDS INC $694.31万0.31%515,832 84,76219.7% $114.09万 加仓
LLY ELI LILLY & CO $698.28万0.31%5,822 831.4% $9.95万 加仓
ADT ADT INC DEL $721.02万0.32%1,109,269 16,2361.5% $10.55万 加仓
FNF FIDELITY NATL FINL INC $739.15万0.33%156,733 3,0572.0% $14.42万 加仓
NOMD NOMAD FOODS LTD $750.84万0.34%685,697 9,4561.4% $10.35万 加仓
BNY BANK OF NY MELLON CORP $780.03万0.35%53,940 -32,980-37.9% -$476.92万 减仓
XCCC BONDBLOXX ETF TRUST $851.04万0.38%232,746 44,42123.6% $162.43万 加仓
— DBX ETF TR $863.85万0.39%207,412 38,24622.6% $159.29万 加仓
SPHY SPDR SERIES TRUST $867.06万0.39%369,907 68,33922.7% $160.19万 加仓
CLOZ SERIES PORTFOLIOS TR $873.23万0.39%330,517 60,68522.5% $160.33万 加仓
VOO VANGUARD INDEX FDS $913.05万0.41%13,294 -50-0.4% -$3.43万 减仓
CLX CLOROX CO DEL $920.55万0.41%96,454 96,418267,827.8% $920.21万 加仓
QQQ INVESCO QQQ TR $950.47万0.43%12,907 -591-4.4% -$43.52万 减仓
HRB BLOCK H & R INC $997.33万0.45%261,903 1,9820.8% $7.55万 加仓
VTRS VIATRIS INC $1,024.22万0.46%644,972 -2,307-0.4% -$3.66万 减仓
DINO HF SINCLAIR CORP $1,028.41万0.46%147,654 -72,705-33.0% -$506.39万 减仓
GOOG ALPHABET INC $1,035.95万0.46%29,320 5652.0% $19.96万 加仓
META META PLATFORMS INC $1,067.93万0.48%18,959 4822.6% $27.15万 加仓
PEP PEPSICO INC $1,098.52万0.49%81,132 4990.6% $6.76万 加仓
— RUNWAY GROWTH FINANCE CORP $1,123.71万0.50%2,003,042 159,8108.7% $89.65万 加仓
HAS HASBRO INC $1,136.40万0.51%137,595 1,3651.0% $11.27万 加仓
TSLA TESLA INC $1,141.63万0.51%27,143 1,4695.7% $61.79万 加仓
VLO VALERO ENERGY CORP $1,144.32万0.51%43,938 -416-0.9% -$10.83万 减仓
SWK STANLEY BLACK & DECKER INC $1,168.91万0.52%124,194 9400.8% $8.85万 加仓
KHC KRAFT HEINZ CO $1,225.59万0.55%518,879 195,83460.6% $462.56万 加仓
AVA AVISTA CORP $1,232.59万0.55%301,293 7,1512.4% $29.25万 加仓
T AT&T INC $1,303.73万0.59%629,821 -1,246-0.2% -$2.58万 减仓
OKE ONEOK INC NEW $1,325.93万0.60%152,511 -1,033-0.7% -$8.98万 减仓
PFS PROVIDENT FINL SVCS INC $1,347.26万0.60%569,907 -5,302-0.9% -$12.53万 减仓
SJM SMUCKER J M CO $1,356.16万0.61%120,547 30,50233.9% $343.15万 加仓
TCHP T ROWE PRICE EXCHANGE-TRADED $1,359.63万0.61%271,438 41,83418.2% $209.55万 加仓
MSFT MICROSOFT CORP $1,363.68万0.61%36,558 1,8115.2% $67.55万 加仓
ACN ACCENTURE PLC IRELAND $1,367.00万0.61%109,852 48,31978.5% $601.28万 加仓
VOT VANGUARD INDEX FDS $1,439.72万0.65%47,004 7,24518.2% $221.91万 加仓
— INVESCO EXCH TRADED FD TR II $1,496.38万0.67%759,583 20,9602.8% $41.29万 加仓
XEMD BONDBLOXX ETF TRUST $1,516.75万0.68%337,656 7,5762.3% $34.03万 加仓
SMG SCOTTS MIRACLE-GRO CO $1,522.07万0.68%223,472 -299-0.1% -$2.04万 减仓
AMZN AMAZON COM INC $1,556.13万0.70%65,290 2,3893.8% $56.94万 加仓
CRBG COREBRIDGE FINL INC $1,556.22万0.70%543,564 7,5181.4% $21.52万 加仓
VTWG VANGUARD SCOTTSDALE FDS $1,559.70万0.70%54,217 7,63716.4% $219.70万 加仓
QGRW WISDOMTREE TR $1,568.87万0.70%237,599 34,54917.0% $228.13万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $1,576.02万0.71%92,630 12,37515.4% $210.55万 加仓
BEN FRANKLIN RESOURCES INC $1,583.66万0.71%476,002 -70,132-12.8% -$233.33万 减仓
PRGO PERRIGO CO PLC $1,615.26万0.72%1,554,629 29,2451.9% $30.39万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $1,640.82万0.74%175,245 22,82315.0% $213.69万 加仓
UPS UNITED PARCEL SVCS INC $1,670.73万0.75%155,417 6530.4% $7.02万 加仓
AMT AMERICAN TOWER CORP $1,696.68万0.76%103,728 103,29223,690.8% $1,689.55万 加仓
IVV ISHARES TR $1,718.34万0.77%22,945 3,05915.4% $229.09万 加仓
GOOGL ALPHABET INC $1,720.48万0.77%48,143 1,0432.2% $37.27万 加仓
SON SONOCO PRODS CO $1,744.27万0.78%309,542 -2,235-0.7% -$12.59万 减仓
GSK GSK PLC $1,777.33万0.80%339,055 -1,419-0.4% -$7.44万 减仓
ES EVERSOURCE ENERGY $1,836.60万0.82%254,130 7410.3% $5.36万 加仓
IBM INTERNATIONAL BUSINESS MACHS $1,838.77万0.83%65,388 1050.2% $2.95万 加仓
SBRA SABRA HEALTH CARE REIT INC $1,895.00万0.85%971,298 53,0465.8% $103.49万 加仓
QYLD GLOBAL X FDS $1,928.68万0.87%1,046,491 25,9002.5% $47.73万 加仓
VICI VICI PPTYS INC $1,929.49万0.87%726,738 38,5675.6% $102.40万 加仓
NVDA NVIDIA CORPORATION $1,935.59万0.87%96,736 12,91915.4% $258.50万 加仓
PFE PFIZER INC $1,940.20万0.87%805,732 8,7801.1% $21.14万 加仓
GLPI GAMING & LEISURE P $1,988.59万0.89%446,574 19,6934.6% $87.69万 加仓
NHI NATIONAL HEALTH INVS INC $2,060.94万0.92%270,252 12,5404.9% $95.63万 加仓
AMCR AMCOR PLC $2,079.85万0.93%479,781 4,5150.9% $19.57万 加仓
CFG CITIZENS FINL GROUP INC $2,088.81万0.94%298,104 1,9450.7% $13.63万 加仓
ENB ENBRIDGE INC $2,158.60万0.97%398,193 3400.1% $1.84万 加仓
— TIDAL TRUST I $2,197.55万0.99%757,697 -32,547-4.1% -$94.40万 减仓
CSWC CAPITAL SOUTHWEST CORP $2,220.88万1.00%934,321 30,9923.4% $73.67万 加仓
TTE TOTALENERGIES SE $2,252.67万1.01%289,695 -3,036-1.0% -$23.61万 减仓
O REALTY INCOME CORP $2,264.18万1.02%365,426 12,5833.6% $77.96万 加仓
C CITIGROUP INC $2,269.57万1.02%162,159 -87,047-34.9% -$1,218.31万 减仓
TRIN TRINITY CAP INC $2,271.57万1.02%1,269,744 109,2919.4% $195.52万 加仓
GEF/B GREIF INC $2,276.93万1.02%243,417 -1,661-0.7% -$15.54万 减仓
NNN NNN REIT INC $2,293.34万1.03%492,874 16,4853.5% $76.70万 加仓
MTB M & T BK CORP $2,375.86万1.07%99,822 3660.4% $8.71万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $2,399.92万1.08%222,669 -21,265-8.7% -$229.19万 减仓
ABBV ABBVIE INC $2,438.47万1.09%96,903 1,0781.1% $27.13万 加仓
CTRE CARETRUST REIT INC $2,535.07万1.14%628,271 10,4731.7% $42.26万 加仓
PINE ALPINE INCOME PPTY TR INC $2,565.09万1.15%1,235,594 25,8362.1% $53.64万 加仓
OMC OMNICOM GROUP INC $2,617.81万1.17%359,441 3,9661.1% $28.88万 加仓
CSCO CISCO SYS INC $2,651.62万1.19%225,747 -78,045-25.7% -$916.72万 减仓
AAPL APPLE INC $2,771.33万1.24%95,774 2,6232.8% $75.90万 加仓
SPG SIMON PPTY GROUP INC NEW $2,863.29万1.29%128,026 1,3911.1% $31.11万 加仓
— TIDAL TRUST I $3,146.28万1.41%1,794,841 88,2965.2% $154.78万 加仓
PFLT PENNANTPARK FLOATING RATE CA $3,906.52万1.75%5,222,616 281,8075.7% $210.79万 加仓
EMHY ISHARES INC $3,966.64万1.78%975,442 -8,462-0.9% -$34.41万 减仓
HYEM VANECK ETF TRUST $4,146.83万1.86%2,062,073 -392-0.0% -$7,883 减仓
SHYG ISHARES TR $4,315.77万1.94%1,017,630 2,5750.3% $10.92万 加仓