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
WABC WESTAMERICA BANCORPORATION COM $2,0040.00%39 12.6% $51 加仓
RES RPC INC COM $2,0130.00%300 20.7% $13 加仓
WS WORTHINGTON STL INC COM SHS $2,0200.00%65 34.8% $93 加仓
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF $2,0230.00%23 00.0% — 不变
VMI VALMONT INDS INC COM $2,0330.00%5 00.0% — 不变
PULS PGIM ULTRA SHORT BOND ETF $2,0350.00%41 -523-92.7% -$2.60万 减仓
OFG OFG BANCORP COM $2,0380.00%50 12.0% $41 加仓
WGO WINNEBAGO INDS INC COM $2,0390.00%68 11.5% $30 加仓
VSNT VERSANT MEDIA GROUP INC COM CL A $2,0450.00%55 -39-41.5% -$1,450 减仓
HSAI HESAI GROUP SPONSORED ADS $2,0500.00%100 -175-63.6% -$3,588 减仓
GGG GRACO INC COM $2,0630.00%24 12100.0% $1,032 加仓
AHCO ADAPTHEALTH CORP COMMON STOCK $2,0760.00%175 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $2,1210.00%20 00.0% — 不变
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $2,1210.00%22 22— $2,121 新建仓
MKSI MKS INC. COM $2,1240.00%9 9— $2,124 新建仓
— YIELDMAX ULTRA OPTION INCOME STRATEGY ETF $2,1430.00%70 70— $2,143 新建仓
SOXQ INVESCO PHLX SEMICONDUCTOR ETF $2,1500.00%35 00.0% — 不变
HNI HNI CORP COM $2,1740.00%65 00.0% — 不变
BLDP BALLARD PWR SYS INC NEW COM $2,1830.00%906 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INC COM $2,1830.00%17 00.0% — 不变
CVE CENOVUS ENERGY INC COM $2,1950.00%85 00.0% — 不变
— KENNEDY-WILSON HOLDINGS INC COM $2,2040.00%204 00.0% — 不变
TEM TEMPUS AI INC CL A $2,2100.00%47 -137-74.5% -$6,442 减仓
SCMC STERLING CAPITAL MULTI-STRATEGY INCOME ETF $2,2130.00%89 4289.4% $1,044 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME COM $2,2250.00%195 00.0% — 不变
NVMI NOVA LTD COM $2,2290.00%5 125.0% $446 加仓
BSOL BITWISE SOLANA STAKING ETF $2,2480.00%200 00.0% — 不变
WDFC WD 40 CO COM $2,2620.00%11 00.0% — 不变
AGI ALAMOS GOLD INC COM CL A $2,2810.00%50 50— $2,281 新建仓
SCI SERVICE CORP INTL COM $2,2830.00%28 13.7% $82 加仓
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF $2,2840.00%50 00.0% — 不变
— FIRST TRUST NASDAQ FOOD & BEVERAGE ETF $2,2960.00%104 00.0% — 不变
BHE BENCHMARK ELECTRS INC COM $2,3110.00%40 00.0% — 不变
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF $2,3270.00%50 00.0% — 不变
FFIN FIRST FINL BANKSHARES INC COM $2,3280.00%78 00.0% — 不变
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $2,3400.00%76 40111.1% $1,232 加仓
SCHL SCHOLASTIC CORP COM $2,3560.00%61 11.7% $39 加仓
OKTA OKTA INC CL A $2,3740.00%30 00.0% — 不变
NTNX NUTANIX INC CL A $2,3970.00%63 00.0% — 不变
OKLO OKLO INC COM CL A $2,4040.00%50 00.0% — 不变
EUFN ISHARES MSCI EUROPE FINANCIALS ETF $2,4170.00%68 -478-87.5% -$1.70万 减仓
NPK NATIONAL PRESTO INDS INC COM $2,4300.00%17 00.0% — 不变
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF $2,4430.00%85 00.0% — 不变
FTSD FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF $2,4440.00%27 00.0% — 不变
PGF INVESCO FINANCIAL PREFERRED ETF $2,4460.00%177 00.0% — 不变
SWBI SMITH & WESSON BRANDS INC COM $2,4520.00%166 159.9% $222 加仓
GAP GAP INC COM $2,4760.00%100 00.0% — 不变
BTBT BIT DIGITAL INC SHS $2,4840.00%1,800 00.0% — 不变
TALO TALOS ENERGY INC COM $2,4930.00%167 00.0% — 不变
MC MOELIS & CO CL A $2,4940.00%44 -179-80.3% -$1.01万 减仓
LASR NLIGHT INC COM $2,5070.00%43 43— $2,507 新建仓
EGBN EAGLE BANCORPORATION INC COM $2,5100.00%99 00.0% — 不变
AA ALCOA CORP COM $2,5220.00%35 35— $2,522 新建仓
— FIRST TRUST IPOX EUROPE EQUITY OPPORTUNITIES ETF $2,5250.00%79 00.0% — 不变
CIFR CIPHER DIGITAL INC COM $2,5280.00%200 00.0% — 不变
PNR PENTAIR PLC SHS $2,5290.00%29 00.0% — 不变
PKG PACKAGING CORP AMER COM $2,5350.00%12 -8-40.0% -$1,690 减仓
PRSU PURSUIT ATTRACTIONS AND HOSPIT COM $2,5350.00%68 00.0% — 不变
NCDL NUVEEN CHURCHILL DIRECT LENDIN COM SHS $2,5380.00%200 00.0% — 不变
CE CELANESE CORP DEL COM $2,5450.00%40 00.0% — 不变
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF $2,5480.00%75 75— $2,548 新建仓
COR CENCORA INC COM $2,5500.00%8 00.0% — 不变
TXT TEXTRON INC COM $2,5800.00%29 00.0% — 不变
LSTR LANDSTAR SYS INC COM $2,5850.00%16 00.0% — 不变
CR CRANE COMPANY COMMON STOCK $2,5940.00%15 00.0% — 不变
PRG PROG HOLDINGS INC COM NPV $2,6080.00%92 11.1% $28 加仓
JPIE JPMORGAN INCOME ETF $2,6160.00%57 00.0% — 不变
ADSK AUTODESK INC COM $2,6170.00%11 -19-63.3% -$4,520 减仓
HLMN HILLMAN SOLUTIONS CORP COM $2,6320.00%319 00.0% — 不变
— PROSHARES ETHER ETF $2,6500.00%100 00.0% — 不变
TWI TITAN INTL INC ILL COM $2,6620.00%376 00.0% — 不变
MSA MSA SAFETY INC COM $2,6620.00%16 16— $2,662 新建仓
HUBS HUBSPOT INC COM $2,6710.00%11 00.0% — 不变
MAA MID-AMER APT CMNTYS INC COM $2,6960.00%22 -73-76.8% -$8,946 减仓
PTLO PORTILLOS INC COM CL A $2,7000.00%500 00.0% — 不变
QMAR FT VEST NASDAQ-100 BUFFER ETF - MARCH $2,7050.00%80 00.0% — 不变
— CION INVT CORP COM $2,7350.00%404 00.0% — 不变
CUZ COUSINS PPTYS INC COM NEW $2,7400.00%123 00.0% — 不变
RJF RAYMOND JAMES FINL INC COM $2,7410.00%19 00.0% — 不变
PTY PIMCO CORPORATE & INCOME OPPOR COM $2,7520.00%226 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC COM $2,7530.00%7 00.0% — 不变
PONY PONY AI INC SPONSORED ADS $2,7630.00%300 00.0% — 不变
ECPG ENCORE CAP GROUP INC COM $2,7640.00%39 00.0% — 不变
LW LAMB WESTON HLDGS INC COM $2,7710.00%72 00.0% — 不变
— GLOBAL X HEALTHTECH ETF $2,7740.00%116 00.0% — 不变
HCI HCI GROUP INC COM $2,7840.00%18 00.0% — 不变
IVR INVESCO MORTGAGE CAPITAL INC COM $2,7970.00%350 00.0% — 不变
DOX AMDOCS LTD SHS $2,7990.00%43 00.0% — 不变
CFFN CAPITOL FED FINL INC COM $2,8090.00%390 61.6% $43 加仓
VNO VORNADO RLTY TR SH BEN INT $2,8130.00%110 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C $2,8170.00%33 33— $2,817 新建仓
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF $2,8240.00%67 67— $2,824 新建仓
— LIFEVANTAGE CORP COM NEW $2,8480.00%678 60.9% $25 加仓
— KNOT OFFSHORE PARTNERS LP COM UNITS $2,8680.00%288 00.0% — 不变
— ISHARES U.S. CONSUMER FOCUSED ETF $2,8760.00%53 00.0% — 不变
— SIMPLIFY GAMMA EMERGING MARKET BOND ETF $2,8820.00%111 -363-76.6% -$9,425 减仓
COPX GLOBAL X COPPER MINERS ETF $2,8920.00%37 1568.2% $1,172 加仓
RMD RESMED INC COM $2,9120.00%13 00.0% — 不变
KALU KAISER ALUMINIUM CORPORATION COM PAR $0.01 $2,9210.00%22 00.0% — 不变
IFLN INVESCO BLOOMBERG ENHANCED FALLEN ANGELS ETF $2,9220.00%162 00.0% — 不变