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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X CLEAN WATER ETF | $3,766 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | AVITA MEDICAL INC COM | $3,770 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DLX | DELUXE CORP MEDIUM TERM NTS COM | $3,780 | 0.00% | 135 | 1 | 0.7% | $28 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $3,784 | 0.00% | 39 | 15 | 62.5% | $1,455 | 加仓 |
| CLX | CLOROX CO DEL COM | $3,786 | 0.00% | 36 | -149 | -80.5% | -$1.57万 | 减仓 |
| KAI | KADANT INC COM | $3,788 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC DEL CL A | $3,796 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC COM | $3,830 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $3,898 | 0.00% | 192 | 24 | 14.3% | $487 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD COM | $3,918 | 0.00% | 511 | 511 | — | $3,918 | 新建仓 |
| — | CLEARWAY ENERGY INC CL A | $3,919 | 0.00% | 99 | 2 | 2.1% | $79 | 加仓 |
| NJAN | INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY | $3,930 | 0.00% | 73 | 73 | — | $3,930 | 新建仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $3,932 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $3,952 | 0.00% | 79 | 79 | — | $3,952 | 新建仓 |
| FELE | FRANKLIN ELEC INC COM | $3,955 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $3,960 | 0.00% | 300 | 300 | — | $3,960 | 新建仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $3,983 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP COM | $3,984 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC COM | $4,005 | 0.00% | 427 | 327 | 327.0% | $3,067 | 加仓 |
| KJAN | INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $4,017 | 0.00% | 96 | 96 | — | $4,017 | 新建仓 |
| — | NOBLE CORP PLC WT EXP 020428 | $4,027 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FRSH | FRESHWORKS INC CLASS A COM | $4,035 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $4,043 | 0.00% | 68 | 25 | 58.1% | $1,486 | 加仓 |
| IJAN | INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $4,049 | 0.00% | 111 | 111 | — | $4,049 | 新建仓 |
| XYL | XYLEM INC COM | $4,062 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $4,067 | 0.00% | 316 | 2 | 0.6% | $26 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $4,075 | 0.00% | 20 | -10 | -33.3% | -$2,038 | 减仓 |
| SBR | SABINE RTY TR UNIT BEN INT | $4,100 | 0.00% | 56 | 6 | 12.0% | $439 | 加仓 |
| WAFD | WAFD INC COM | $4,116 | 0.00% | 130 | 1 | 0.8% | $32 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $4,122 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | YIELDMAX MSTR OPTION INCOME STRATEGY ETF | $4,137 | 0.00% | 197 | -103 | -34.3% | -$2,163 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $4,139 | 0.00% | 47 | -2 | -4.1% | -$176 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP INC COM | $4,142 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| — | PROSHARES SHORT REAL ESTATE | $4,147 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR CP COM | $4,149 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $4,150 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORTUN COM NEW | $4,160 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP COM | $4,182 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| MTUS | METALLUS INC COM | $4,187 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $4,200 | 0.00% | 90 | 1 | 1.1% | $47 | 加仓 |
| IXN | ISHARES GLOBAL TECH ETF | $4,210 | 0.00% | 41 | -39 | -48.8% | -$4,005 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $4,227 | 0.00% | 29 | -10 | -25.6% | -$1,458 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC COM | $4,235 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE TOTAL RETU COM | $4,246 | 0.00% | 253 | -513 | -67.0% | -$8,609 | 重新持有 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $4,255 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $4,262 | 0.00% | 40 | 38 | 1,900.0% | $4,049 | 加仓 |
| — | LEXINFINTECH HLDGS LTD ADR | $4,280 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $4,284 | 0.00% | 92 | -94 | -50.5% | -$4,377 | 减仓 |
| ADMA | ADMA BIOLOGICS INC COM | $4,291 | 0.00% | 471 | -539 | -53.4% | -$4,911 | 减仓 |
| — | APOGEE THERAPEUTICS INC COM | $4,296 | 0.00% | 51 | 51 | — | $4,296 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $4,315 | 0.00% | 505 | 505 | — | $4,315 | 新建仓 |
| JNUG | DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF | $4,320 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL INC COM | $4,326 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $4,326 | 0.00% | 7 | 5 | 250.0% | $3,090 | 加仓 |
| CLS | CELESTICA INC COM | $4,331 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC COM SHS | $4,346 | 0.00% | 70 | -2 | -2.8% | -$124 | 减仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $4,360 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | $4,363 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC COM | $4,371 | 0.00% | 412 | -344 | -45.5% | -$3,650 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC SHS | $4,383 | 0.00% | 68 | 68 | — | $4,383 | 新建仓 |
| PATH | UIPATH INC CL A | $4,408 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $4,427 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS INC COM | $4,431 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| BWX | SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $4,436 | 0.00% | 202 | -1,282 | -86.4% | -$2.82万 | 减仓 |
| UNFI | UNITED NAT FOODS INC COM | $4,437 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC COM | $4,437 | 0.00% | 4 | 3 | 300.0% | $3,328 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $4,454 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $4,464 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $4,482 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC COM | $4,483 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X MLP ETF | $4,493 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD ADS NEW | $4,501 | 0.00% | 2,695 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $4,505 | 0.00% | 487 | -2,278 | -82.4% | -$2.11万 | 减仓 |
| CURB | CURBLINE PPTYS CORP COM | $4,518 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP COM | $4,528 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PAPI | PARAMETRIC EQUITY PREMIUM INCOME ETF | $4,538 | 0.00% | 166 | 166 | — | $4,538 | 新建仓 |
| VNOM | VIPER ENERGY INC CL A | $4,540 | 0.00% | 100 | 100 | — | $4,540 | 新建仓 |
| WULF | TERAWULF INC COM | $4,561 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $4,565 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR SHS BEN INT | $4,575 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ENVIRI CORP COM | $4,577 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| RAVI | FLEXSHARES ULTRA-SHORT INCOME FUND | $4,584 | 0.00% | 61 | 61 | — | $4,584 | 新建仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $4,586 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $4,589 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC COM | $4,594 | 0.00% | 413 | 3 | 0.7% | $33 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $4,596 | 0.00% | 34 | -145 | -81.0% | -$1.96万 | 减仓 |
| — | NOBLE CORP PLC WT EXP 020428 | $4,607 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $4,635 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP COM | $4,647 | 0.00% | 145 | 60 | 70.6% | $1,923 | 加仓 |
| BCE | BCE INC COM NEW | $4,652 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC COM | $4,659 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| DBD | DIEBOLD NIXDORF INC COM SHS | $4,660 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $4,709 | 0.00% | 55 | 2 | 3.8% | $171 | 加仓 |
| ASHR | XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF | $4,717 | 0.00% | 144 | 144 | — | $4,717 | 新建仓 |
| MCY | MERCURY GENL CORP NEW COM | $4,718 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $4,730 | 0.00% | 500 | 500 | — | $4,730 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $4,732 | 0.00% | 212 | -383 | -64.4% | -$8,549 | 减仓 |
| XRT | STATE STREET SPDR S&P RETAIL ETF | $4,755 | 0.00% | 59 | 59 | — | $4,755 | 新建仓 |
| IMNM | IMMUNOME INC COM | $4,759 | 0.00% | 212 | 212 | — | $4,759 | 新建仓 |
| SLVP | ISHARES MSCI GLOBAL SILVER MINERS ETF | $4,766 | 0.00% | 129 | 0 | 0.0% | — | 不变 |