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 |
|---|---|---|---|---|---|---|---|---|
| — | CNS PHARMACEUTICALS INC COM | $36 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $39 | 0.00% | 1 | -501 | -99.8% | -$1.95万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOME SHS BEN INT | $39 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TAXX | BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | $40 | 0.00% | 1 | -19,161 | -100.0% | -$76.64万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO CL A | $40 | 0.00% | 10 | 10 | — | $40 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $41 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $42 | 0.00% | 1 | -130 | -99.2% | -$5,460 | 减仓 |
| — | STEM INC COM NEW | $44 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AVNM | AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | $44 | 0.00% | 1 | 1 | — | $44 | 新建仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $46 | 0.00% | 0 | -26 | -100.0% | -$9,137 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $49 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS COM | $56 | 0.00% | 1 | 1 | — | $56 | 新建仓 |
| METC | RAMACO RES INC COM CL A | $59 | 0.00% | 4 | 4 | — | $59 | 新建仓 |
| RMR | RMR GROUP INC CL A | $62 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $62 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC COM | $64 | 0.00% | 1 | -21 | -95.5% | -$1,344 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $64 | 0.00% | 2 | 1 | 100.0% | $32 | 加仓 |
| — | AIR INDS GROUP COM | $65 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP COM | $66 | 0.00% | 4 | -246 | -98.4% | -$4,059 | 减仓 |
| MNDY | MONDAY COM LTD SHS | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO LTD SPON ADR 1 SH | $69 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | SERES THERAPEUTICS INC COM NEW | $71 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $72 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | ZEROSTACK CORP COM | $72 | 0.00% | 12 | 12 | — | $72 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $73 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC COM | $73 | 0.00% | 9 | 9 | — | $73 | 新建仓 |
| LMB | LIMBACH HLDGS INC COM | $80 | 0.00% | 1 | 1 | — | $80 | 新建仓 |
| — | INVESCO QUALITY MUN INCOME TR COM | $83 | 0.00% | 9 | -1,196 | -99.3% | -$1.10万 | 减仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $83 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $86 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC COM | $86 | 0.00% | 1 | 1 | — | $86 | 新建仓 |
| RVTY | REVVITY INC COM | $88 | 0.00% | 1 | 1 | — | $88 | 新建仓 |
| WIX | WIX COM LTD SHS | $91 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LWAY | LIFEWAY FOODS INC COM | $91 | 0.00% | 4 | 4 | — | $91 | 新建仓 |
| TPG | TPG INC COM CL A | $93 | 0.00% | 2 | -54 | -96.4% | -$2,511 | 减仓 |
| — | NUVEEN PA INVT QUALITY MUN FD COM | $94 | 0.00% | 8 | -35 | -81.4% | -$411 | 减仓 |
| — | VIRCO MFG CO COM | $98 | 0.00% | 16 | 16 | — | $98 | 新建仓 |
| — | OPEN LENDING CORP COM | $99 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MYGN | MYRIAD GENETICS INC COM | $101 | 0.00% | 22 | -81 | -78.6% | -$372 | 减仓 |
| NICE | NICE LTD SPONSORED ADR | $110 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ZOMEDICA CORP COM | $112 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SITC | SITE CTRS CORP COM | $113 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | GROWGENERATION CORP COM | $116 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP COM | $117 | 0.00% | 11 | 11 | — | $117 | 新建仓 |
| CDW | CDW CORP COM | $121 | 0.00% | 1 | -16 | -94.1% | -$1,936 | 减仓 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $121 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC COM | $124 | 0.00% | 5 | -50 | -90.9% | -$1,240 | 减仓 |
| CVI | CVR ENERGY INC COM | $126 | 0.00% | 4 | -217 | -98.2% | -$6,836 | 减仓 |
| HURN | HURON CONSULTING GROUP INC COM | $128 | 0.00% | 1 | 1 | — | $128 | 新建仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $129 | 0.00% | 1 | 1 | — | $129 | 新建仓 |
| — | BETTERWARE DE MEXC S A P I DE SHS | $130 | 0.00% | 8 | 1 | 14.3% | $16 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC ORD | $132 | 0.00% | 4 | 4 | — | $132 | 新建仓 |
| MZTI | MARZETTI COMPANY COM | $138 | 0.00% | 1 | 1 | — | $138 | 新建仓 |
| GL | GLOBE LIFE INC COM | $140 | 0.00% | 1 | 1 | — | $140 | 新建仓 |
| JBBB | JANUS HENDERSON B-BBB CLO ETF | $141 | 0.00% | 3 | 3 | — | $141 | 新建仓 |
| ARKO | ARKO CORP COM | $143 | 0.00% | 25 | 25 | — | $143 | 新建仓 |
| BGS | B & G FOODS INC COM | $145 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MRTN | MARTEN TRANS LTD COM | $147 | 0.00% | 11 | 11 | — | $147 | 新建仓 |
| OSUR | ORASURE TECHNOLOGIES INC COM | $149 | 0.00% | 49 | 49 | — | $149 | 新建仓 |
| DVA | DAVITA INC COM | $150 | 0.00% | 1 | 1 | — | $150 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $152 | 0.00% | 2 | -336 | -99.4% | -$2.55万 | 减仓 |
| ANGI | ANGI INC CL A NEW | $158 | 0.00% | 23 | -167 | -87.9% | -$1,147 | 减仓 |
| — | PERMROCK ROYALTY TRUST TR UNIT | $158 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC COM | $163 | 0.00% | 18 | 18 | — | $163 | 新建仓 |
| RGR | STURM RUGER & CO INC COM | $164 | 0.00% | 4 | 4 | — | $164 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $171 | 0.00% | 2 | 2 | — | $171 | 新建仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $178 | 0.00% | 3 | -61 | -95.3% | -$3,619 | 减仓 |
| — | ONCOLYTICS BIOTECH INC COM NEW | $180 | 0.00% | 194 | 194 | — | $180 | 新建仓 |
| — | PRESIDIO PPTY TR INC COM CL A NEW | $181 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | RELIANCE GLOBAL GROUP INC COM NEW | $188 | 0.00% | 1,100 | 1,100 | — | $188 | 新建仓 |
| XSVN | BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | $190 | 0.00% | 4 | 4 | — | $190 | 新建仓 |
| ITT | ITT INC COM | $193 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $195 | 0.00% | 4 | -19 | -82.6% | -$926 | 减仓 |
| CSGP | COSTAR GROUP INC COM | $198 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | $198 | 0.00% | 5 | 2 | 66.7% | $79 | 加仓 |
| NCNO | NCINO INC COM | $199 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES LTD SPONSORD ADS NEW | $200 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $201 | 0.00% | 2 | 2 | — | $201 | 新建仓 |
| — | CARPARTS COM INC COM | $205 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC COM NEW | $206 | 0.00% | 3 | 3 | — | $206 | 新建仓 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $209 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SIGA TECHNOLOGIES INC COM | $212 | 0.00% | 41 | 41 | — | $212 | 新建仓 |
| TRIP | TRIPADVISOR INC COM | $214 | 0.00% | 20 | -1,690 | -98.8% | -$1.81万 | 减仓 |
| EMBC | EMBECTA CORP COMMON STOCK | $224 | 0.00% | 25 | -1,017 | -97.6% | -$9,112 | 减仓 |
| — | PRAIRIE OPER CO COM | $226 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $235 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC COM | $246 | 0.00% | 6 | -251 | -97.7% | -$1.03万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $247 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $249 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | RCM TECHNOLOGIES INC COM NEW | $250 | 0.00% | 13 | 13 | — | $250 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $253 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $267 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $277 | 0.00% | 7 | -6 | -46.2% | -$237 | 减仓 |
| — | NANOVIRICIDES INC COM | $286 | 0.00% | 300 | 300 | — | $286 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO COM | $291 | 0.00% | 1 | 1 | — | $291 | 新建仓 |
| NPCE | NEUROPACE INC COM | $295 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BNO | UNITED STATES BRENT OIL FUND LP | $302 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND COM NEW | $304 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $305 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC COM | $308 | 0.00% | 23 | 0 | 0.0% | — | 不变 |