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
— STRIVE U.S. ENERGY ETF $1,3270.00%35 00.0% — 不变
MLKN MILLERKNOLL INC COM $1,3470.00%93 00.0% — 不变
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT $1,3490.00%199 00.0% — 不变
OPFI OPPFI INC COM CL A $1,3640.00%180 00.0% — 不变
HTO H2O AMERICA COM $1,3670.00%23 00.0% — 不变
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF $1,3720.00%27 00.0% — 不变
FLCA FRANKLIN FTSE CANADA ETF $1,3840.00%28 28— $1,384 新建仓
AGYS AGILYSYS INC COM $1,3920.00%20 -47-70.1% -$3,271 减仓
NSP INSPERITY INC COM $1,3930.00%52 00.0% — 不变
TSHA TAYSHA GENE THERAPIES INC COM SHS $1,4010.00%325 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC COM NEW $1,4040.00%271 00.0% — 不变
— BTCS INC COM NEW $1,4180.00%1,020 00.0% — 不变
ROP ROPER TECHNOLOGIES INC COM $1,4230.00%4 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $1,4230.00%26 00.0% — 不变
MNR MACH NATURAL RESOURCES LP COM UNIT LTD PAR $1,4230.00%104 00.0% — 不变
— CANARY XRP ETF $1,4370.00%100 100— $1,437 新建仓
INGR INGREDION INC COM $1,4460.00%13 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW $1,4640.00%610 00.0% — 不变
CHCO CITY HLDG CO COM $1,4670.00%12 00.0% — 不变
APLD APPLIED DIGITAL CORP COM NEW $1,4690.00%60 00.0% — 不变
EWJ ISHARES MSCI JAPAN ETF $1,4700.00%17 9112.5% $778 重新持有
AGNT EXP WORLD HLDGS INC COM $1,4830.00%250 -398-61.4% -$2,361 减仓
— KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF $1,4860.00%80 -356-81.7% -$6,613 减仓
BMRN BIOMARIN PHARMACEUTICAL INC COM $1,4880.00%26 00.0% — 不变
DXC DXC TECHNOLOGY CO COM $1,4920.00%119 -1,507-92.7% -$1.89万 减仓
PFBC PREFERRED BK LOS ANGELES CA COM NEW $1,4920.00%16 00.0% — 不变
ALM ALMONTY INDS INC COM NEW $1,5020.00%100 00.0% — 不变
IWN ISHARES RUSSELL 2000 VALUE ETF $1,5160.00%8 00.0% — 不变
SNAP SNAP INC CL A $1,5290.00%312 00.0% — 不变
— LEGGETT & PLATT INC COM $1,5300.00%155 -1,929-92.6% -$1.90万 减仓
NWBI NORTHWEST BANCSHARES INC COM $1,5310.00%119 21.7% $26 加仓
PLUG PLUG PWR INC COM NEW $1,5370.00%683 00.0% — 不变
NEO NEOGENOMICS INC COM NEW $1,5500.00%200 00.0% — 不变
— INVESCO ALERIAN GALAXY CRYPTO ECONOMY ETF $1,5510.00%109 00.0% — 不变
JD JD.COM INC SPON ADS CL A $1,5590.00%54 00.0% — 不变
SM SM ENERGY COMPANY COM $1,5640.00%53 00.0% — 不变
RPRX ROYALTY PHARMA PLC SHS CLASS A $1,5690.00%32 00.0% — 不变
— STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF $1,5700.00%37 00.0% — 不变
RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF $1,5730.00%34 00.0% — 不变
— GENPREX INC COM NEW $1,5800.00%1,000 1,000— $1,580 新建仓
— YIELDMAX SNOW OPTION INCOME STRATEGY ETF $1,5880.00%200 00.0% — 不变
IMKTA INGLES MKTS INC CL A $1,6240.00%18 18— $1,624 新建仓
HOG HARLEY DAVIDSON INC COM $1,6260.00%80 00.0% — 不变
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $1,6310.00%33 00.0% — 不变
— TEUCRIUM CORN FUND $1,6360.00%90 -10-10.0% -$182 减仓
MATX MATSON INC COM $1,6490.00%10 00.0% — 不变
GBX GREENBRIER COS INC COM $1,6510.00%31 00.0% — 不变
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND $1,6920.00%74 74— $1,692 新建仓
CRH CRH PLC ORD $1,6990.00%16 -15-48.4% -$1,593 减仓
BALL BALL CORP COM $1,7020.00%28 00.0% — 不变
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $1,7090.00%26 1285.7% $789 加仓
FWRD FORWARD AIR CORP COM $1,7230.00%100 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC COM $1,7320.00%12 12— $1,732 新建仓
PII POLARIS INC COM $1,7350.00%32 13.2% $54 加仓
OWL BLUE OWL CAPITAL INC COM CL A $1,7420.00%200 00.0% — 不变
WING WINGSTOP INC COM $1,7420.00%12 12— $1,742 新建仓
AVIG AVANTIS CORE FIXED INCOME ETF $1,7460.00%42 927.3% $374 加仓
CRMD CORMEDIX INC COM $1,7550.00%250 250— $1,755 新建仓
EVGO EVGO INC CL A COM $1,7700.00%1,000 00.0% — 不变
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $1,7710.00%27 -150-84.7% -$9,839 减仓
MATW MATTHEWS INTL CORP CL A $1,7780.00%70 00.0% — 不变
GRFS GRIFOLS S A SP ADR REP B NVT $1,7820.00%216 189.1% $148 加仓
AXTA AXALTA COATING SYS LTD COM $1,7980.00%65 00.0% — 不变
PPLI IAC INC COM NEW $1,7990.00%45 45— $1,799 新建仓
— YIELDMAX SMCI OPTION INCOME STRATEGY ETF $1,8050.00%330 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $1,8100.00%25 00.0% — 不变
RDW REDWIRE CORPORATION COM $1,8160.00%200 00.0% — 不变
— ROUNDHILL SPORTS BETTING & IGAMING ETF $1,8170.00%100 00.0% — 不变
PHIN PHINIA INC COMMON STOCK $1,8270.00%26 00.0% — 不变
— ISHARES MSCI BIC ETF $1,8330.00%45 00.0% — 不变
PRK PARK NATL CORP COM $1,8330.00%11 00.0% — 不变
— YIELDMAX MRNA OPTION INCOME STRATEGY ETF $1,8350.00%100 100— $1,835 新建仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $1,8380.00%20 -118-85.5% -$1.08万 减仓
IOT SAMSARA INC COM CL A $1,8470.00%58 58— $1,847 新建仓
STRA STRATEGIC ED INC COM $1,8510.00%22 529.4% $421 加仓
— DEFIANCE LARGE CAP EX-MAG 7 ETF $1,8520.00%83 83— $1,852 新建仓
TTD THE TRADE DESK INC COM CL A $1,8680.00%85 -270-76.1% -$5,934 减仓
— RELATIVE STRENGTH MANAGED VOLATILITY STRATEGY ETF 1SHS $1,8710.00%70 00.0% — 不变
RLI RLI CORP COM $1,8790.00%33 00.0% — 不变
CBRL CRACKER BARREL OLD CTRY STORE COM $1,8840.00%66 00.0% — 不变
MD PEDIATRIX MEDICAL GROUP INC COM $1,8840.00%91 00.0% — 不变
— BLAIZE HLDGS INC COM $1,8900.00%1,000 00.0% — 不变
NE NOBLE CORP PLC ORD SHS A $1,8920.00%39 00.0% — 不变
COLL COLLEGIUM PHARMACEUTICAL INC COM $1,8950.00%57 00.0% — 不变
ROKU ROKU INC COM CL A $1,8980.00%20 00.0% — 不变
FTRE FORTREA HLDGS INC COMMON STOCK $1,9020.00%200 00.0% — 不变
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT $1,9060.00%341 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $1,9180.00%20 00.0% — 不变
NWSA NEWS CORP NEW CL A $1,9180.00%78 00.0% — 不变
TILE INTERFACE INC COM $1,9240.00%75 00.0% — 不变
FIZZ NATIONAL BEVERAGE CORP COM $1,9290.00%57 714.0% $237 加仓
DRD DRDGOLD LIMITED SPON ADR REPSTG $1,9390.00%63 00.0% — 不变
UFPT UFP TECHNOLOGIES INC COM $1,9400.00%10 -16-61.5% -$3,104 减仓
LQDT LIQUIDITY SVCS INC COM $1,9440.00%63 00.0% — 不变
NUMV NUVEEN ESG MID-CAP VALUE ETF $1,9500.00%50 00.0% — 不变
— INVESCO GLOBAL CLEAN ENERGY ETF $1,9660.00%109 00.0% — 不变
— SERVICE PPTYS TR COM SH BEN INT $1,9710.00%1,670 00.0% — 不变
VALE VALE S A SPONSORED ADS $1,9740.00%123 -142-53.6% -$2,279 减仓
FBNC FIRST BANCORP N C COM $1,9910.00%35 00.0% — 不变
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF $2,0020.00%10 10— $2,002 新建仓