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
CAVA CAVA GROUP INC COM $8010.00%10 00.0% — 不变
BULL WEBULL CORP ORD SHS $8060.00%170 00.0% — 不变
— EURODRY LTD COM $8090.00%42 00.0% — 不变
— DIMENSIONAL U.S. TARGETED VALUE ETF $8200.00%13 13— $820 新建仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $8210.00%48 00.0% — 不变
SE SEA LTD SPONSORD ADS $8220.00%10 00.0% — 不变
SERV SERVE ROBOTICS INC COM $8410.00%100 00.0% — 不变
— NAVIENT CORPORATION COM $8460.00%102 00.0% — 不变
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $8550.00%9 00.0% — 不变
CPAY CORPAY INC COM SHS $8690.00%3 00.0% — 不变
— MICROVAST HOLDINGS INC COM $8760.00%600 00.0% — 不变
LCII LCI INDS COM $8760.00%7 00.0% — 不变
— FRANKLIN WIRELESS CORP COM $8760.00%233 00.0% — 不变
— XEROX HOLDINGS CORP WT EXP 021128 $8830.00%9,802 9,802— $883 新建仓
DKNG DRAFTKINGS INC NEW COM CL A $8860.00%40 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC CL B $8900.00%5 00.0% — 不变
ISPY PROSHARES S&P 500 HIGH INCOME ETF $8900.00%21 00.0% — 不变
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF $8930.00%17 00.0% — 不变
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $8970.00%100 00.0% — 不变
NG NOVAGOLD RESOURCES INC COM NEW $8990.00%96 3660.0% $337 加仓
TMC TMC THE METALS COMPANY INC COM $9020.00%200 00.0% — 不变
— VANECK CEF MUNI INCOME ETF $9040.00%42 00.0% — 不变
— FIRST TRUST MERGER ARBITRAGE ETF $9130.00%44 00.0% — 不变
— FRACTYL HEALTH INC COM $9160.00%1,971 00.0% — 不变
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF $9160.00%61 00.0% — 不变
VRSK VERISK ANALYTICS INC COM $9180.00%5 5— $918 新建仓
BMI BADGER METER INC COM $9250.00%6 00.0% — 不变
EWU ISHARES MSCI UNITED KINGDOM ETF $9270.00%20 00.0% — 不变
MOS MOSAIC CO COM $9290.00%35 00.0% — 不变
KODK EASTMAN KODAK CO COM NEW $9350.00%100 00.0% — 不变
INFQ INFLEQTION INC COM SHS $9410.00%100 100— $941 新建仓
REPL REPLIMUNE GROUP INC COM $9510.00%125 00.0% — 不变
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF $9640.00%17 00.0% — 不变
QXO QXO INC COM NEW $9650.00%50 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMITE COM $9660.00%169 53.0% $29 加仓
— LXP INDUSTRIAL TRUST PFD CONV SER C $9690.00%21 00.0% — 不变
FUTU FUTU HLDGS LTD SPON ADS CL A $9800.00%7 00.0% — 不变
HTH HILLTOP HLDGS INC COM $9820.00%27 00.0% — 不变
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF $9880.00%15 -5-25.0% -$329 减仓
GBCI GLACIER BANCORP INC NEW COM $9910.00%22 22— $991 新建仓
VONG VANGUARD RUSSELL 1000 GROWTH ETF $9960.00%9 00.0% — 不变
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF $1,0030.00%21 00.0% — 不变
DOCU DOCUSIGN INC COM $1,0120.00%21 00.0% — 不变
UDOW PROSHARES ULTRAPRO DOW30 $1,0190.00%20 20— $1,019 新建仓
BAP CREDICORP LTD COM $1,0240.00%3 00.0% — 不变
JSI JANUS HENDERSON SECURITIZED INCOME ETF $1,0310.00%20 -73-78.5% -$3,763 减仓
CF CF INDUSTRIES HOLD COM $1,0360.00%8 00.0% — 不变
INCY INCYTE CORP COM $1,0370.00%11 11— $1,037 新建仓
TQQQ PROSHARES ULTRAPRO QQQ $1,0380.00%24 24— $1,038 新建仓
PBW INVESCO WILDERHILL CLEAN ENERGY ETF $1,0420.00%33 00.0% — 不变
PSEC PROSPECT CAP CORP COM $1,0480.00%400 00.0% — 不变
JHX JAMES HARDIE INDS PLC ORD SHS $1,0550.00%55 00.0% — 不变
VFC V F CORP COM $1,0550.00%62 00.0% — 不变
HEI/A HEICO CORP NEW CL A $1,0620.00%5 00.0% — 不变
— ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF $1,0660.00%51 00.0% — 不变
XPEL XPEL INC COM $1,0730.00%24 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $1,0820.00%5 -10-66.7% -$2,164 减仓
U UNITY SOFTWARE INC COM $1,0980.00%50 00.0% — 不变
— COMPUGEN LTD ORD $1,1000.00%500 00.0% — 不变
BIIB BIOGEN INC COM $1,1030.00%6 00.0% — 不变
YYY AMPLIFY CEF HIGH INCOME ETF $1,1050.00%100 00.0% — 不变
TFII TRANSFORCE INC COM $1,1080.00%10 00.0% — 不变
TEAM ATLASSIAN CORPORATION CL A $1,1100.00%16 00.0% — 不变
DECK DECKERS OUTDOOR CORP COM $1,1100.00%11 00.0% — 不变
CNX CNX RES CORP COM $1,1140.00%29 29— $1,114 新建仓
GROY GOLD ROYALTY CORP COMMON SHARES $1,1160.00%300 00.0% — 不变
POET POET TECHNOLOGIES INC COM NEW $1,1200.00%200 00.0% — 不变
KRC KILROY REALTY CORP COM $1,1230.00%40 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC COM $1,1230.00%100 00.0% — 不变
AER AERCAP HOLDINGS NV SHS $1,1260.00%8 00.0% — 不变
RXO RXO INC COMMON STOCK $1,1310.00%75 00.0% — 不变
AIN ALBANY INTL CORP CL A $1,1330.00%21 00.0% — 不变
SPXL DIREXION DAILY S&P 500 BULL 3X ETF $1,1350.00%6 6— $1,135 新建仓
— NET LEASE OFFICE PROPERTIES COM $1,1410.00%98 1619.5% $186 加仓
PCEF INVESCO CEF INCOME COMPOSITE ETF $1,1450.00%60 00.0% — 不变
SUI SUN CMNTYS INC COM $1,1660.00%9 -15-62.5% -$1,943 减仓
BTQ BTQ TECHNOLOGIES CORP COM $1,1660.00%450 00.0% — 不变
— FRANKLIN STR PPTYS CORP COM $1,1720.00%1,796 00.0% — 不变
L LOEWS CORP COM $1,1740.00%11 00.0% — 不变
LNN LINDSAY CORP COM $1,1860.00%10 00.0% — 不变
BATRK ATLANTA BRAVES HLDGS INC COM SER C $1,1870.00%28 00.0% — 不变
GT GOODYEAR TIRE & RUBR CO COM $1,1940.00%178 00.0% — 不变
IQV IQVIA HLDGS INC COM $1,2070.00%7 -13-65.0% -$2,242 减仓
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY $1,2150.00%24 00.0% — 不变
— REVIVA PHARMACEUTCLS HLDGS INC COM NEW $1,2150.00%1,500 1,500— $1,215 新建仓
TXO TXO PARTNERS LP COM UNIT $1,2260.00%99 -683-87.3% -$8,458 减仓
CLDT CHATHAM LODGING TR COM $1,2360.00%158 00.0% — 不变
NRIX NURIX THERAPEUTICS INC COM $1,2380.00%80 00.0% — 不变
FQAL FIDELITY QUALITY FACTOR ETF $1,2410.00%17 00.0% — 不变
JKHY HENRY JACK & ASSOC INC COM $1,2450.00%8 00.0% — 不变
CFR CULLEN FROST BANKERS INC COM $1,2480.00%9 9— $1,248 新建仓
— INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF $1,2500.00%100 00.0% — 不变
MXL MAXLINEAR INC COM $1,2560.00%71 -247-77.7% -$4,369 减仓
PLAY DAVE & BUSTERS ENTMT INC COM $1,2570.00%100 00.0% — 不变
FLJP FRANKLIN FTSE JAPAN ETF $1,2590.00%34 34— $1,259 新建仓
TNA DIREXION DAILY SMALL CAP BULL 3X ETF $1,2590.00%28 28— $1,259 新建仓
CAE CAE INC COM $1,2750.00%48 00.0% — 不变
RKLB ROCKET LAB CORP COM $1,3100.00%20 -577-96.6% -$3.78万 减仓
PSNL PERSONALIS INC COM $1,3120.00%200 00.0% — 不变
CPNG COUPANG INC CL A $1,3240.00%70 -682-90.7% -$1.29万 减仓