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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO S&P 500 TOP 50 ETF | $188.64万 | 0.09% | 34,341 | -1,412 | -3.9% | -$7.76万 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $189.15万 | 0.09% | 156,195 | 21,215 | 15.7% | $25.69万 | 加仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $190.44万 | 0.09% | 39,008 | 6,721 | 20.8% | $32.81万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $192.49万 | 0.09% | 67,001 | 9,470 | 16.5% | $27.21万 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $200.87万 | 0.10% | 35,609 | 3,160 | 9.7% | $17.83万 | 加仓 |
| EIX | EDISON INTL COM | $214.38万 | 0.10% | 29,135 | -559 | -1.9% | -$4.11万 | 减仓 |
| CAT | CATERPILLAR INC COM | $220.98万 | 0.11% | 3,026 | 35 | 1.2% | $2.56万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $229.84万 | 0.11% | 9,372 | 500 | 5.6% | $12.26万 | 加仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $256.07万 | 0.12% | 102,716 | 16,462 | 19.1% | $41.04万 | 加仓 |
| WMT | WALMART INC COM | $269.19万 | 0.13% | 21,580 | -2,649 | -10.9% | -$33.04万 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $273.54万 | 0.13% | 124,167 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $280.09万 | 0.14% | 91,802 | 5,318 | 6.1% | $16.23万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $284.24万 | 0.14% | 15,393 | 2,574 | 20.1% | $47.53万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $295.21万 | 0.14% | 64,052 | 3,631 | 6.0% | $16.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $314.71万 | 0.15% | 6,577 | 143 | 2.2% | $6.84万 | 加仓 |
| STLA | STELLANTIS N.V SHS | $338.04万 | 0.16% | 454,969 | 53,978 | 13.5% | $40.11万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $349.40万 | 0.17% | 30,486 | 281 | 0.9% | $3.22万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $354.69万 | 0.17% | 5,413 | 91 | 1.7% | $5.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $355.38万 | 0.17% | 12,031 | 433 | 3.7% | $12.79万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $374.85万 | 0.18% | 106,553 | 3,493 | 3.4% | $12.29万 | 加仓 |
| OTEX | OPEN TEXT CORP COM | $380.89万 | 0.18% | 168,985 | 168,985 | — | $380.89万 | 新建仓 |
| AVGO | BROADCOM INC COM | $393.88万 | 0.19% | 12,564 | 379 | 3.1% | $11.88万 | 加仓 |
| — | EXXON MOBIL CORP COM | $394.19万 | 0.19% | 24,517 | 949 | 4.0% | $15.26万 | 加仓 |
| GEN | GEN DIGITAL INC COM | $398.03万 | 0.19% | 212,736 | 18,173 | 9.3% | $34.00万 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $415.62万 | 0.20% | 11,181 | 1,094 | 10.8% | $40.67万 | 加仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $420.14万 | 0.20% | 204,051 | -11,198 | -5.2% | -$23.06万 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $421.01万 | 0.20% | 136,899 | -6,370 | -4.4% | -$19.59万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $424.15万 | 0.20% | 136,207 | 9,034 | 7.1% | $28.13万 | 加仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $424.34万 | 0.20% | 230,743 | -11,978 | -4.9% | -$22.03万 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $427.87万 | 0.21% | 89,643 | 4,407 | 5.2% | $21.03万 | 加仓 |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | $431.09万 | 0.21% | 221,638 | -10,039 | -4.3% | -$19.53万 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $433.21万 | 0.21% | 87,262 | 69,230 | 383.9% | $343.69万 | 加仓 |
| LKQ | LKQ CORP COM | $434.61万 | 0.21% | 148,282 | 6,609 | 4.7% | $19.37万 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $441.59万 | 0.21% | 251,262 | -14,028 | -5.3% | -$24.65万 | 减仓 |
| — | GLOBAL X SUPERINCOME PREFERRED ETF | $445.77万 | 0.22% | 503,122 | -25,770 | -4.9% | -$22.83万 | 减仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $448.60万 | 0.22% | 251,742 | -12,286 | -4.7% | -$21.89万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $462.17万 | 0.22% | 70,711 | 4,331 | 6.5% | $28.31万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $470.13万 | 0.23% | 73,115 | 2,822 | 4.0% | $18.15万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $495.28万 | 0.24% | 451,487 | -11,842 | -2.6% | -$12.99万 | 减仓 |
| GLD | SPDR GOLD SHARES | $512.17万 | 0.25% | 11,698 | 626 | 5.7% | $27.41万 | 加仓 |
| WEN | WENDYS CO COM | $532.25万 | 0.26% | 771,376 | 11,309 | 1.5% | $7.80万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $537.00万 | 0.26% | 133,815 | 5,990 | 4.7% | $24.04万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $538.94万 | 0.26% | 125,628 | 6,699 | 5.6% | $28.74万 | 加仓 |
| LLY | ELI LILLY & CO COM | $547.78万 | 0.26% | 5,739 | 105 | 1.9% | $10.02万 | 加仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $561.08万 | 0.27% | 58,771 | -460 | -0.8% | -$4.39万 | 减仓 |
| — | ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF | $573.84万 | 0.28% | 236,735 | -3,528 | -1.5% | -$8.55万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $577.25万 | 0.28% | 232,012 | -1,613 | -0.7% | -$4.01万 | 减仓 |
| — | PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF | $577.59万 | 0.28% | 90,483 | -1,273 | -1.4% | -$8.13万 | 减仓 |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $585.80万 | 0.28% | 68,235 | -1,368 | -2.0% | -$11.74万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $591.25万 | 0.29% | 124,736 | 9,644 | 8.4% | $45.71万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $595.78万 | 0.29% | 98,738 | 1,279 | 1.3% | $7.72万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $597.06万 | 0.29% | 155,041 | -24,431 | -13.6% | -$94.08万 | 减仓 |
| MAIN | MAIN STR CAP CORP COM | $613.33万 | 0.30% | 118,152 | -217,879 | -64.8% | -$1,131.01万 | 减仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $647.16万 | 0.31% | 676,241 | 341,964 | 102.3% | $327.26万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $669.02万 | 0.32% | 431,070 | 24,404 | 6.0% | $37.88万 | 加仓 |
| XCCC | BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF | $679.67万 | 0.33% | 188,325 | 36,123 | 23.7% | $130.37万 | 加仓 |
| BCO | BRINKS CO COM | $694.50万 | 0.34% | 67,179 | 3,409 | 5.3% | $35.24万 | 加仓 |
| CLOZ | ELDRIDGE BBB-B CLO ETF | $695.63万 | 0.34% | 269,832 | 52,383 | 24.1% | $135.04万 | 加仓 |
| — | XTRACKERS HIGH BETA HIGH YIELD BOND ETF | $700.35万 | 0.34% | 169,166 | 31,312 | 22.7% | $129.63万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $700.84万 | 0.34% | 301,568 | 57,606 | 23.6% | $133.88万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $709.68万 | 0.34% | 153,676 | 2,807 | 1.9% | $12.96万 | 加仓 |
| ADT | ADT INC DEL COM | $715.94万 | 0.35% | 1,093,033 | 66,134 | 6.4% | $43.32万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $719.42万 | 0.35% | 323,045 | 3,134 | 1.0% | $6.98万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC COM | $740.26万 | 0.36% | 634,873 | 23,565 | 3.9% | $27.48万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $788.68万 | 0.38% | 13,498 | -1,035 | -7.1% | -$60.47万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $803.73万 | 0.39% | 13,344 | -199 | -1.5% | -$11.99万 | 减仓 |
| HRB | BLOCK H & R INC COM | $826.29万 | 0.40% | 259,921 | 153,844 | 145.0% | $489.07万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $847.99万 | 0.41% | 28,755 | 806 | 2.9% | $23.77万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $859.84万 | 0.42% | 90,045 | 90,019 | 346,226.9% | $859.59万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $877.20万 | 0.42% | 123,254 | 3,916 | 3.3% | $27.87万 | 加仓 |
| VTRS | VIATRIS INC COM | $882.24万 | 0.43% | 647,279 | 24,153 | 3.9% | $32.92万 | 加仓 |
| TSLA | TESLA INC COM | $978.85万 | 0.47% | 25,674 | 949 | 3.8% | $36.18万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $1,021.28万 | 0.49% | 229,604 | 43,036 | 23.1% | $191.42万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $1,035.91万 | 0.50% | 39,759 | 7,386 | 22.8% | $192.44万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $1,051.47万 | 0.51% | 86,920 | 4,300 | 5.2% | $52.02万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,070.24万 | 0.52% | 18,477 | 761 | 4.3% | $44.08万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $1,070.98万 | 0.52% | 44,354 | -224 | -0.5% | -$5.41万 | 减仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $1,075.00万 | 0.52% | 46,580 | 8,219 | 21.4% | $189.68万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $1,098.40万 | 0.53% | 203,050 | 35,586 | 21.2% | $192.50万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $1,173.04万 | 0.57% | 152,422 | 24,757 | 19.4% | $190.53万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $1,185.37万 | 0.57% | 80,255 | 13,339 | 19.9% | $197.02万 | 加仓 |
| AVA | AVISTA CORP COM | $1,196.57万 | 0.58% | 294,142 | 110,454 | 60.1% | $449.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,212.56万 | 0.59% | 61,533 | 61,003 | 11,510.0% | $1,202.12万 | 加仓 |
| HAS | HASBRO INC COM | $1,217.63万 | 0.59% | 136,230 | -31,056 | -18.6% | -$277.58万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1,224.05万 | 0.59% | 575,209 | -19,641 | -3.3% | -$41.80万 | 减仓 |
| PEP | PEPSICO INC COM | $1,246.99万 | 0.60% | 80,633 | -1,778 | -2.2% | -$27.50万 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP COM | $1,253.40万 | 0.61% | 1,843,232 | 171,872 | 10.3% | $116.87万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1,283.46万 | 0.62% | 34,747 | 2,923 | 9.2% | $107.97万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $1,288.33万 | 0.62% | 546,134 | -12,517 | -2.2% | -$29.53万 | 减仓 |
| CRBG | COREBRIDGE FINL INC COM | $1,293.48万 | 0.62% | 536,046 | 190,867 | 55.3% | $460.56万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,308.63万 | 0.63% | 19,886 | 277 | 1.4% | $18.23万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,324.51万 | 0.64% | 62,901 | 3,134 | 5.2% | $65.99万 | 加仓 |
| OKE | ONEOK INC NEW COM | $1,341.36万 | 0.65% | 153,544 | -6,473 | -4.0% | -$56.55万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $1,342.42万 | 0.65% | 220,359 | -42,473 | -16.2% | -$258.75万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $1,365.23万 | 0.66% | 223,771 | -7,195 | -3.1% | -$43.90万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,400.69万 | 0.68% | 47,100 | 219 | 0.5% | $6.51万 | 加仓 |
| — | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF | $1,444.01万 | 0.70% | 738,623 | 32,436 | 4.6% | $63.41万 | 加仓 |
| XEMD | BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF | $1,447.73万 | 0.70% | 330,080 | 13,467 | 4.3% | $59.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,473.08万 | 0.71% | 83,817 | 4,055 | 5.1% | $71.27万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $1,515.29万 | 0.73% | 154,764 | -4,672 | -2.9% | -$45.74万 | 减仓 |