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
Q QNITY ELECTRONICS INC COMMON STOCK $4.02万0.00%339 -50-12.9% -$5,931 减仓
SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF $4.00万0.00%410 00.0% — 不变
MP MP MATERIALS CORP COM CL A $3.99万0.00%825 -376-31.3% -$1.82万 减仓
CHWY CHEWY INC CL A $3.99万0.00%1,500 00.0% — 不变
— FIRST TRUST EUROZONE ALPHADEX ETF $3.99万0.00%630 00.0% — 不变
CSW CSW INDUSTRIALS INC COM $3.99万0.00%153 132628.6% $3.44万 加仓
CLIP GLOBAL X 1-3 MONTH T-BILL ETF $3.97万0.00%397 00.0% — 不变
— FIRST TRUST DORSEY WRIGHT MOMENTUM & DIVIDEND ETF $3.97万0.00%971 00.0% — 不变
XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF $3.94万0.00%780 00.0% — 不变
TRMB TRIMBLE INC COM $3.90万0.00%600 00.0% — 不变
SLB SLB LIMITED COM STK $3.90万0.00%780 32471.1% $1.62万 加仓
UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF $3.89万0.00%1,569 1,569— $3.89万 新建仓
AFRM AFFIRM HLDGS INC COM CL A $3.88万0.00%853 00.0% — 不变
BITQ BITWISE CRYPTO INDUSTRY INNOVATORS ETF $3.88万0.00%2,067 -82-3.8% -$1,537 减仓
TGT TARGET CORP COM $3.87万0.00%321 -3-0.9% -$362 减仓
ICVT ISHARES CONVERTIBLE BOND ETF $3.86万0.00%375 00.0% — 不变
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF $3.86万0.00%1,495 1,495— $3.86万 新建仓
SOUN SOUNDHOUND AI INC CLASS A COM $3.85万0.00%5,766 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS $3.85万0.00%2,175 -307-12.4% -$5,435 减仓
BDX BECTON DICKINSON & CO COM $3.85万0.00%246 4723.6% $7,351 加仓
STT STATE STR CORP COM $3.85万0.00%300 13278.6% $1.69万 加仓
SONY SONY GROUP CORP SPONSORED ADR $3.81万0.00%1,802 -883-32.9% -$1.86万 减仓
— ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JAN ETF $3.80万0.00%1,387 1,387— $3.80万 新建仓
SGOL ABRDN PHYSICAL GOLD SHARES ETF $3.77万0.00%831 41197.9% $1.87万 加仓
ECG EVERUS CONSTR GROUP COM $3.75万0.00%299 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW $3.74万0.00%552 11325.7% $7,650 加仓
PPL PPL CORP COM $3.73万0.00%972 -254-20.7% -$9,746 减仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $3.72万0.00%1,588 00.0% — 不变
XETYX EATON VANCE TAX-MANAGED DIVERS COM $3.71万0.00%2,667 00.0% — 不变
UTES VIRTUS REAVES UTILITIES ETF $3.71万0.00%460 460— $3.71万 新建仓
SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF $3.70万0.00%816 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $3.67万0.00%3,206 00.0% — 不变
ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF $3.66万0.00%305 20.7% $240 加仓
— INVESCO DORSEY WRIGHT BASIC MATERIALS MOMENTUM ETF $3.66万0.00%300 00.0% — 不变
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF $3.65万0.00%602 602— $3.65万 新建仓
AVY AVERY DENNISON CORP COM $3.65万0.00%211 -2-0.9% -$346 减仓
NUV NUVEEN MUN VALUE FD INC COM $3.65万0.00%4,035 00.0% — 不变
CSR CENTERSPACE COM $3.62万0.00%626 25267.4% $1.46万 加仓
ILDR FIRST TRUST INNOVATION LEADERS ETF $3.61万0.00%1,191 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING ETF $3.60万0.00%2,066 24413.4% $4,253 加仓
SIL GLOBAL X SILVER MINERS ETF $3.60万0.00%386 313428.8% $2.92万 加仓
DNP DNP SELECT INCOME FD INC COM $3.60万0.00%3,511 00.0% — 不变
— BLACKROCK HEALTH SCIENCES TR COM $3.59万0.00%933 933— $3.59万 新建仓
CLM CORNERSTONE STRATEGIC INVESTME COM $3.59万0.00%4,864 00.0% — 不变
AMTM AMENTUM HOLDINGS INC COM $3.58万0.00%1,361 -2-0.1% -$53 减仓
MRVL MARVELL TECHNOLOGY INC COM $3.56万0.00%334 181118.3% $1.93万 加仓
CBRE CBRE GROUP INC CL A $3.55万0.00%264 2595,180.0% $3.48万 加仓
KRYS KRYSTAL BIOTECH INC COM $3.55万0.00%137 00.0% — 不变
WTRG ESSENTIAL UTILS INC COM $3.55万0.00%873 00.0% — 不变
ALAB ASTERA LABS INC COM $3.54万0.00%333 -569-63.1% -$6.05万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $3.54万0.00%492 -44-8.2% -$3,165 减仓
— FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER $3.54万0.00%1,340 00.0% — 不变
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF $3.54万0.00%1,412 1,411141,100.0% $3.53万 加仓
SPGI S&P GLOBAL INC COM $3.52万0.00%83 -9-9.8% -$3,819 减仓
THG HANOVER INS GROUP INC COM $3.52万0.00%204 10.5% $173 加仓
TECH BIO-TECHNE CORP COM $3.51万0.00%657 91.4% $481 加仓
IWP ISHARES RUSSELL MID-CAP GROWTH ETF $3.50万0.00%272 -47-14.7% -$6,053 减仓
VGK VANGUARD FTSE EUROPE ETF $3.48万0.00%417 4095,112.5% $3.42万 重新持有
FIGB FIDELITY INVESTMENT GRADE BOND ETF $3.48万0.00%810 -1,310-61.8% -$5.63万 减仓
HWKN HAWKINS INC COM $3.46万0.00%221 00.0% — 不变
BHP BHP BILLITON LIMITED SPONSORED ADS $3.45万0.00%470 4811.4% $3,528 加仓
SCHB SCHWAB U.S. BROAD MARKET ETF $3.45万0.00%1,364 1,364— $3.45万 新建仓
HIG HARTFORD INSURANCE GROUP INC COM $3.45万0.00%256 -23-8.2% -$3,099 减仓
IDR IDAHO STRATEGIC RESOURCES COM NEW $3.44万0.00%1,025 00.0% — 不变
QEFA STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF $3.44万0.00%364 250219.3% $2.36万 加仓
REM ISHARES MORTGAGE REAL ESTATE ETF $3.42万0.00%1,600 00.0% — 不变
TX TERNIUM SA SPONSORED ADS $3.42万0.00%840 00.0% — 不变
— COHEN & STEERS CLOSED-END COM $3.40万0.00%2,596 00.0% — 不变
— HANCOCK JOHN PFD INCOME FD SH BEN INT $3.39万0.00%2,150 00.0% — 不变
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND $3.38万0.00%561 7816.1% $4,700 加仓
AEE AMEREN CORP COM $3.38万0.00%305 -4-1.3% -$443 减仓
STRL STERLING INFRASTRUCTURE INC COM $3.37万0.00%80 11.3% $421 加仓
MFIC MIDCAP FINANCIAL INVSTMNT CORP COM NEW $3.36万0.00%2,989 00.0% — 不变
AVUS AVANTIS U.S. EQUITY ETF $3.35万0.00%299 00.0% — 不变
JBSS SANFILIPPO JOHN B & SON INC COM $3.34万0.00%404 243150.9% $2.01万 加仓
ZM ZOOM COMMUNICATIONS INC CL A $3.33万0.00%413 20.5% $161 加仓
R RYDER SYS INC COM $3.33万0.00%161 00.0% — 不变
AWI ARMSTRONG WORLD INDS INC NEW COM $3.33万0.00%201 10.5% $165 加仓
AROC ARCHROCK INC COM $3.32万0.00%974 30.3% $102 加仓
JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF $3.32万0.00%492 00.0% — 不变
— VANECK ENVIRONMENTAL SERVICES ETF $3.32万0.00%843 00.0% — 不变
RSG REPUBLIC SVCS INC COM $3.31万0.00%150 00.0% — 不变
— PIMCO INCOME STRATEGY FD II COM $3.30万0.00%4,786 00.0% — 不变
— CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - SEPTEMBER $3.29万0.00%1,209 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TRUST ETF $3.28万0.00%1,089 -206-15.9% -$6,213 减仓
ABR ARBOR REALTY TRUST INC COM $3.28万0.00%4,362 -1,019-18.9% -$7,652 减仓
WLKP WESTLAKE CHEM PARTNERS LP COM UNIT RP LP $3.27万0.00%1,462 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE ETF $3.25万0.00%760 -667-46.7% -$2.85万 减仓
BSX BOSTON SCIENTIFIC CORP COM $3.23万0.00%521 -982-65.3% -$6.09万 减仓
IVOO VANGUARD S&P MID-CAP 400 ETF $3.21万0.00%279 13492.4% $1.54万 加仓
SNPS SYNOPSYS INC COM $3.21万0.00%81 33.8% $1,190 加仓
UVV UNIVERSAL CORP VA MTNS BK ENT COM $3.20万0.00%612 00.0% — 不变
WAB WABTEC COM $3.20万0.00%125 2120.2% $5,380 加仓
ALLE ALLEGION PLC ORD SHS $3.19万0.00%221 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN FUND $3.18万0.00%535 14135.8% $8,370 加仓
— INNOVATOR INDEX AUTOCALLABLE INCOME STRATEGY ETF $3.17万0.00%1,268 1,268— $3.17万 新建仓
AEIS ADVANCED ENERGY INDS COM $3.16万0.00%95 00.0% — 不变
— STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF $3.16万0.00%402 -50-11.1% -$3,930 减仓
LAMR LAMAR ADVERTISING CO CL A $3.15万0.00%250 -1-0.4% -$126 减仓
— FIRST TRUST NASDAQ LUX DIGITAL HEALTH SOLUTIONS ETF $3.14万0.00%1,926 00.0% — 不变