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
— STATE STREET SPDR S&P GLOBAL DIVIDEND ETF $3100.00%4 2100.0% $155 加仓
ON ON SEMICONDUCTOR CORP COM $3110.00%5 00.0% — 不变
— ORION PROPERTIES INC COM $3180.00%147 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS INC COM $3200.00%2 -4-66.7% -$640 减仓
— SPOK HLDGS INC COM $3220.00%29 29— $322 新建仓
— AMERICAN STRATEGIC INVEST CO COM CL A $3230.00%39 00.0% — 不变
LVS LAS VEGAS SANDS CORP COM $3260.00%6 00.0% — 不变
FENY FIDELITY MSCI ENERGY INDEX ETF $3280.00%10 00.0% — 不变
— GABELLI UTIL TR COM $3290.00%55 00.0% — 不变
NRC NATIONAL RESH CORP COM NEW $3290.00%19 19— $329 新建仓
CPRT COPART INC COM $3300.00%10 00.0% — 不变
TYL TYLER TECHNOLOGIES INC COM $3330.00%1 1— $333 新建仓
UDR UDR INC COM $3420.00%10 00.0% — 不变
RACE FERRARI N V COM $3420.00%1 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP CL A $3430.00%2 00.0% — 不变
NMAX NEWSMAX INC COM SHS CLASS B $3470.00%63 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC COM $3470.00%3 3— $347 新建仓
— COHERUS ONCOLOGY INC COM $3480.00%200 00.0% — 不变
— ELME COMMUNITIES SH BEN INT $3510.00%174 00.0% — 不变
MEGI NYLI CBRE GBL INFR MEGTRNDS TR COM $3510.00%24 14.3% $15 加仓
CLW CLEARWATER PAPER CORP COM $3510.00%24 24— $351 新建仓
— PSQ HOLDINGS INC CL A $3520.00%715 -430-37.6% -$212 减仓
LAR LITHIUM ARGENTINA AG COM SHS $3530.00%50 00.0% — 不变
— MISTER CAR WASH INC COM $3550.00%51 -419-89.1% -$2,917 减仓
LAND GLADSTONE LD CORP COM $3590.00%35 00.0% — 不变
— RITHM PPTY TR INC COM NEW SHS $3600.00%27 00.0% — 不变
— BITWISE TRENDWISE BITCOIN AND TREASURIES ROTATION STRATEGY ETF $3630.00%10 00.0% — 不变
CUBE CUBESMART COM $3650.00%10 00.0% — 不变
GNE GENIE ENERGY LTD CL B $3650.00%26 26— $365 新建仓
AVAV AEROVIRONMENT INC COM $3670.00%2 2— $367 新建仓
DDD 3D SYS CORP DEL COM NEW $3740.00%200 00.0% — 不变
NWL NEWELL BRANDS INC COM $3780.00%107 -236-68.8% -$834 减仓
— WESTERN ASSET MUN HIGH INCOME COM $3820.00%55 00.0% — 不变
JCPI JPMORGAN INFLATION MANAGED BOND ETF $3840.00%8 00.0% — 不变
EDIT EDITAS MEDICINE INC COM $3920.00%150 00.0% — 不变
CRNC CERENCE INC COM $4060.00%60 00.0% — 不变
AS AMER SPORTS INC COM SHS $4060.00%12 00.0% — 不变
LQDA LIQUIDIA CORPORATION COM NEW $4120.00%11 11— $412 新建仓
CPB THE CAMPBELLS COMPANY COM $4250.00%19 19— $425 新建仓
CRON CRONOS GROUP INC COM $4270.00%170 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC COM NEW $4340.00%1 -5-83.3% -$2,170 减仓
MAT MATTEL INC COM $4370.00%30 00.0% — 不变
— ORIGIN MATERIALS INC COM $4380.00%200 200— $438 新建仓
XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF $4440.00%9 9— $444 新建仓
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $4480.00%5 00.0% — 不变
SSYS STRATASYS LTD SHS $4510.00%57 00.0% — 不变
EH EHANG HLDGS LTD ADS $4550.00%45 00.0% — 不变
BROS DUTCH BROS INC CL A $4550.00%9 9— $455 新建仓
AMPH AMPHASTAR PHARMACEUTICALS INC COM $4660.00%23 23— $466 新建仓
NVT NVENT ELEC PLC SHS $4850.00%4 4— $485 新建仓
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B $4910.00%6 00.0% — 不变
NML NEUBERGER ENGY INFRSTR & INC COM $4960.00%49 00.0% — 不变
BJRI BJS RESTAURANTS INC COM $4990.00%14 00.0% — 不变
NOV NOV INC COM $5040.00%27 00.0% — 不变
ACCO ACCO BRANDS CORP COM $5100.00%174 00.0% — 不变
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF $5160.00%12 00.0% — 不变
WBI WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG $5240.00%21 00.0% — 不变
ALC ALCON AG ORD SHS $5300.00%7 00.0% — 不变
LCID LUCID GROUP INC COM NEW $5350.00%56 00.0% — 不变
XNCR XENCOR INC COM $5390.00%43 00.0% — 不变
RYN RAYONIER INC COM $5420.00%26 -6-18.8% -$125 减仓
ASLE AERSALE CORPORATION COM $5420.00%87 87— $542 新建仓
MMSI MERIT MED SYS INC COM $5460.00%8 -45-84.9% -$3,071 减仓
FMC FMC CORP COM NEW $5490.00%32 00.0% — 不变
— YIELDMAX SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF $5620.00%10 00.0% — 不变
GAB GABELLI EQUITY TR INC COM $5640.00%104 00.0% — 不变
— INVESCO S&P SMALLCAP LOW VOLATILITY ETF $5690.00%12 00.0% — 不变
HTRB HARTFORD TOTAL RETURN BOND ETF $5740.00%17 17— $574 新建仓
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND $5800.00%11 00.0% — 不变
PLMR PALOMAR HLDGS INC COM $5830.00%5 -8-61.5% -$933 减仓
FELC FIDELITY ENHANCED LARGE CAP CORE ETF $5850.00%16 00.0% — 不变
KDP KEURIG DR PEPPER INC COM $5910.00%23 -26-53.1% -$668 减仓
GLO CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT $5960.00%107 00.0% — 不变
BHF BRIGHTHOUSE FINL INC COM $5960.00%10 8400.0% $477 加仓
PDD PDD HOLDINGS INC SPONSORED ADS $6110.00%6 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $6130.00%10 00.0% — 不变
CXT CRANE NXT CO COM $6270.00%15 00.0% — 不变
— TILRAY BRANDS INC COM $6320.00%103 00.0% — 不变
VGNT VERSIGENT PLC ORDINARY SHARES $6410.00%23 23— $641 新建仓
VYX NCR VOYIX CORPORATION COM $6420.00%103 -603-85.4% -$3,759 减仓
SOBO SOUTH BOW CORP COM $6480.00%20 00.0% — 不变
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF $6570.00%6 00.0% — 不变
TE T1 ENERGY INC COM NEW $6720.00%150 00.0% — 不变
QS QUANTUMSCAPE CORP COM CL A $6830.00%110 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $6910.00%17 00.0% — 不变
MAGN MAGNERA CORP COM SHS $6920.00%73 00.0% — 不变
PAR PAR TECHNOLOGY CORP COM $6930.00%54 00.0% — 不变
— M-TRON INDS INC RT EXP 041526 $7000.00%250 250— $700 新建仓
TDAY USA TODAY CO INC COM $7100.00%100 00.0% — 不变
DK DELEK US HLDGS INC NEW COM $7100.00%16 00.0% — 不变
PI IMPINJ INC COM $7140.00%7 -42-85.7% -$4,284 减仓
SLVM SYLVAMO CORP COMMON STOCK $7260.00%17 00.0% — 不变
— PLATINUM GROUP METALS LTD COM $7440.00%400 00.0% — 不变
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF $7450.00%10 00.0% — 不变
— QUANTUM SI INC COM CL A $7480.00%1,000 00.0% — 不变
— INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF $7490.00%45 00.0% — 不变
HESM HESS MIDSTREAM LP CL A SHS $7620.00%20 00.0% — 不变
ARLO ARLO TECHNOLOGIES INC COM $7760.00%55 00.0% — 不变
FNB F N B CORP COM $7770.00%46 00.0% — 不变
CGNT COGNYTE SOFTWARE LTD ORD SHS $7920.00%97 97— $792 新建仓