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
IBM INTERNATIONAL BUSINESS MACHS COM $1,587.30万0.77%65,283 1,2251.9% $29.78万 加仓
PRGO PERRIGO CO PLC SHS $1,677.92万0.81%1,525,384 387,02734.0% $425.73万 加仓
TRIN TRINITY CAP INC COM $1,716.31万0.83%1,160,453 215,50522.8% $318.73万 加仓
SON SONOCO PRODS CO COM $1,720.07万0.83%311,777 -18,472-5.6% -$101.91万 减仓
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF $1,760.52万0.85%1,020,591 -132,059-11.5% -$227.80万 减仓
ES EVERSOURCE ENERGY COM $1,764.85万0.85%253,389 -7,192-2.8% -$50.09万 减仓
T AT&T INC COM $1,786.55万0.86%631,067 -31,613-4.8% -$89.50万 减仓
SBRA SABRA HEALTH CARE REIT INC COM $1,789.67万0.86%918,252 49,1445.7% $95.78万 加仓
CFG CITIZENS FINL GROUP INC COM $1,793.84万0.87%296,159 -9,107-3.0% -$55.16万 减仓
VICI VICI PPTYS INC COM $1,889.72万0.91%688,171 32,9245.0% $90.41万 加仓
GLPI GAMING & LEISURE P COM $1,891.51万0.91%426,881 11,7962.8% $52.27万 加仓
GSK GSK PLC SPONSORED ADR $1,906.32万0.92%340,474 -55,546-14.0% -$311.00万 减仓
AMCR AMCOR PLC COM NEW $1,934.33万0.93%475,266 475,266— $1,934.33万 新建仓
DLR DIGITAL RLTY TR INC COM $1,934.65万0.93%107,212 4,1134.0% $74.22万 加仓
CSWC CAPITAL SOUTHWEST CORP COM $1,981.00万0.96%903,329 17,3622.0% $38.07万 加仓
NNN NNN REIT INC COM $2,022.27万0.98%476,389 7,3441.6% $31.18万 加仓
ABBV ABBVIE INC COM $2,060.05万0.99%95,825 -159-0.2% -$3.42万 减仓
MTB M & T BK CORP COM $2,078.44万1.00%99,456 -767-0.8% -$16.03万 减仓
NHI NATIONAL HEALTH INVS INC COM $2,106.80万1.02%257,712 8140.3% $6.65万 加仓
ENB ENBRIDGE INC COM $2,134.48万1.03%397,853 -212,411-34.8% -$1,139.58万 减仓
GEF/B GREIF INC CL B $2,167.47万1.05%245,078 -53,121-17.8% -$469.80万 减仓
— SOUND EQUITY DIVIDEND INCOME ETF $2,175.15万1.05%790,244 -55,731-6.6% -$153.40万 减仓
O REALTY INCOME CORP COM $2,183.39万1.05%352,843 -75-0.0% -$4,641 减仓
PINE ALPINE INCOME PPTY TR INC COM $2,194.50万1.06%1,209,758 -6,736-0.6% -$12.22万 减仓
PFG PRINCIPAL FINANCIAL GROUP INC COM $2,197.36万1.06%243,934 -158-0.1% -$1.42万 减仓
PFE PFIZER INC COM $2,275.30万1.10%796,952 -12,691-1.6% -$36.23万 减仓
CTRE CARETRUST REIT INC COM $2,293.88万1.11%617,798 -3,934-0.6% -$14.61万 减仓
CSCO CISCO SYS INC COM $2,367.45万1.14%303,792 -1,664-0.5% -$12.97万 减仓
AAPL APPLE INC COM $2,381.23万1.15%93,151 1,7441.9% $44.58万 加仓
SPG SIMON PPTY GROUP INC NEW COM $2,381.88万1.15%126,635 -868-0.7% -$16.33万 减仓
TTE TOTALENERGIES SE ACT $2,628.14万1.27%292,731 -6,439-2.2% -$57.81万 减仓
OMC OMNICOM GROUP INC COM $2,673.53万1.29%355,475 -29,160-7.6% -$219.31万 减仓
C CITIGROUP INC COM NEW $2,873.34万1.39%249,206 -20,136-7.5% -$232.17万 减仓
— SOUND ENHANCED FIXED INCOME ETF $2,940.38万1.42%1,706,545 -66,471-3.7% -$114.53万 减仓
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF $3,866.74万1.87%983,904 -23,402-2.3% -$91.97万 减仓
PFLT PENNANTPARK FLOATING RATE CAP COM $3,957.59万1.91%4,940,809 296,8516.4% $237.78万 加仓
BXSL BLACKSTONE SECD LENDING FD COMMON STOCK $4,013.74万1.94%1,720,419 144,1249.1% $336.24万 加仓
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF $4,048.62万1.96%2,062,465 -38,451-1.8% -$75.48万 减仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $4,275.41万2.06%1,015,055 -20,675-2.0% -$87.08万 减仓
OBDC BLUE OWL CAPITAL CORPORATION COM $4,278.98万2.07%3,976,748 196,8475.2% $211.81万 加仓
TSLX SIXTH STREET SPECIALTY LENDING COM $4,656.18万2.25%2,571,052 59,9372.4% $108.55万 加仓
GBDC GOLUB CAP BDC INC COM $4,688.17万2.26%3,750,533 147,7344.1% $184.67万 加仓
ARCC ARES CAPITAL CORP COM $4,722.51万2.28%2,663,571 46,7821.8% $82.94万 加仓
HTGC HERCULES CAPITAL INC COM $4,924.28万2.38%3,382,058 678,78325.1% $988.31万 加仓