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
ESLT ELBIT SYS LTD ORD $3.14万0.00%35 00.0% — 不变
— INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2028 $3.14万0.00%1,135 1,135— $3.14万 新建仓
HAL HALLIBURTON CO COM $3.12万0.00%821 10.1% $38 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM $3.12万0.00%2,162 -66-3.0% -$952 减仓
BUFR FT VEST LADDERED BUFFER ETF $3.12万0.00%919 00.0% — 不变
MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST $3.11万0.00%50 00.0% — 不变
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $3.10万0.00%937 00.0% — 不变
— PACER METAURUS NASDAQ 100 DIVIDEND MULTIPLIER 600 ETF $3.09万0.00%873 00.0% — 不变
AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF $3.09万0.00%649 00.0% — 不变
AGNC AGNC INVT CORP COM $3.07万0.00%3,065 30311.0% $3,036 加仓
— TORTOISE ESSENTIAL ENERGY FUND $3.07万0.00%1,400 1,400— $3.07万 新建仓
JPC NUVEEN PFD & INCOME OPPORTUNIT COM $3.04万0.00%3,901 00.0% — 不变
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $3.04万0.00%208 00.0% — 不变
— DUPONT DE NEMOURS INC COM $3.03万0.00%656 -102-13.5% -$4,714 减仓
DHI D R HORTON INC COM $3.03万0.00%219 4525.9% $6,226 加仓
PBA PEMBINA PIPELINE CORP COM $3.03万0.00%692 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT INC COM NEW $3.02万0.00%1,427 -688-32.5% -$1.45万 减仓
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF $3.01万0.00%325 -55-14.5% -$5,086 减仓
AKRE AKRE FOCUS ETF $3.00万0.00%569 00.0% — 不变
OXLC OXFORD LANE CAP CORP COM $3.00万0.00%3,000 50020.0% $4,995 加仓
DY DYCOM INDS INC COM $2.99万0.00%86 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP COM $2.99万0.00%1,699 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC COM $2.98万0.00%200 00.0% — 不变
MRSK TOEWS AGILITY SHARES MANAGED RISK ETF $2.96万0.00%844 844— $2.96万 新建仓
FAAR FIRST TRUST ALTERNATIVE ABSOLUTE RETURN STRATEGY ETF $2.96万0.00%881 -228-20.6% -$7,667 减仓
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF $2.93万0.00%312 00.0% — 不变
IOO ISHARES GLOBAL 100 ETF $2.93万0.00%240 00.0% — 不变
APG API GROUP CORP COM STK $2.93万0.00%705 101.4% $415 加仓
WPM WHEATON PRECIOUS METALS CORP COM $2.93万0.00%214 6442.7% $8,755 加仓
CARR CARRIER GLOBAL CORPORATION COM $2.93万0.00%514 00.0% — 不变
STLD STEEL DYNAMICS INC COM $2.93万0.00%160 00.0% — 不变
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF $2.92万0.00%366 -62-14.5% -$4,946 减仓
SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR $2.91万0.00%1,404 00.0% — 不变
OR OR ROYALTIES INC. COM SHS $2.89万0.00%720 9815.8% $3,931 加仓
— BITWISE ETHEREUM ETF $2.86万0.00%1,866 50837.4% $7,777 加仓
ING ING GROEP N.V. SPONSORED ADR $2.85万0.00%1,064 -219-17.1% -$5,874 减仓
FE FIRSTENERGY CORP COM $2.85万0.00%560 -684-55.0% -$3.48万 减仓
RKT ROCKET COS INC COM CL A $2.85万0.00%1,974 00.0% — 不变
IWB ISHARES RUSSELL 1000 ETF $2.84万0.00%79 79— $2.84万 新建仓
RAMP LIVERAMP HLDGS INC COM $2.84万0.00%1,069 946769.1% $2.51万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR $2.84万0.00%1,300 -257-16.5% -$5,606 减仓
TMDX TRANSMEDICS GROUP INC COM $2.83万0.00%282 00.0% — 不变
ABCB AMERIS BANCORP COM $2.83万0.00%360 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD SH BEN INT $2.82万0.00%5,000 00.0% — 不变
NATL NCR ATLEOS CORPORATION COM SHS $2.82万0.00%643 457245.7% $2.00万 加仓
— VICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF $2.80万0.00%453 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW COM $2.79万0.00%1,061 -4,719-81.6% -$12.43万 减仓
XFFCX FLAHERTY & CRUMRIN PFD & INM S COM $2.78万0.00%1,784 -999-35.9% -$1.56万 减仓
BALT INNOVATOR DEFINED WEALTH SHIELD ETF $2.78万0.00%829 829— $2.78万 新建仓
— WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND $2.78万0.00%980 -25-2.5% -$708 减仓
CHTR CHARTER COMMUNICATIONS INC CL A $2.77万0.00%128 00.0% — 不变
FJP FIRST TRUST JAPAN ALPHADEX FUND $2.77万0.00%370 16782.3% $1.25万 加仓
UTEN US TREASURY 10 YEAR NOTE ETF $2.76万0.00%634 634— $2.76万 新建仓
EZA ISHARES MSCI SOUTH AFRICA ETF $2.75万0.00%400 10033.3% $6,882 加仓
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF $2.75万0.00%397 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $2.75万0.00%711 00.0% — 不变
ADC AGREE RLTY CORP COM $2.73万0.00%360 -398-52.5% -$3.02万 减仓
WELL WELLTOWER INC COM $2.73万0.00%137 76124.6% $1.51万 加仓
SR SPIRE INC COM $2.73万0.00%300 00.0% — 不变
HLN HALEON PLC SPON ADS $2.72万0.00%2,733 68733.6% $6,849 加仓
FMF FIRST TRUST MANAGED FUTURES STRATEGY FUND $2.71万0.00%533 00.0% — 不变
— ISHARES MSCI AGRICULTURE PRODUCERS ETF $2.70万0.00%593 593— $2.70万 新建仓
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF $2.70万0.00%542 21364.7% $1.06万 加仓
XYZ BLOCK INC CL A $2.70万0.00%453 102.3% $595 加仓
BAR GRANITESHARES GOLD SHARES $2.70万0.00%575 00.0% — 不变
— CALAMOS DYNAMIC CONV & INCOME COM $2.68万0.00%1,213 00.0% — 不变
— BITWISE 10 CRYPTO INDEX ETF $2.68万0.00%597 363155.1% $1.63万 加仓
XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF $2.67万0.00%386 -47-10.9% -$3,248 减仓
NBIS NEBIUS GROUP N.V. SHS CLASS A $2.65万0.00%260 10062.5% $1.02万 加仓
TIP ISHARES TIPS BOND ETF $2.65万0.00%240 5529.7% $6,067 加仓
DHR DANAHER CORP DEL COM $2.63万0.00%138 -43-23.8% -$8,204 减仓
EFC ELLINGTON FINANCIAL INC COM $2.63万0.00%2,208 1,607267.4% $1.91万 加仓
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $2.62万0.00%524 -289-35.5% -$1.44万 减仓
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF $2.62万0.00%299 10.3% $88 加仓
— FT VEST US EQUITY MAX BUFFER ETF-FEBRUARY $2.61万0.00%859 00.0% — 不变
SAN BANCO SANTANDER SA ADR $2.60万0.00%2,247 -716-24.2% -$8,284 减仓
TS TENARIS S A SPONSORED ADS $2.60万0.00%448 00.0% — 不变
EMO CLEARBRIDGE ENERGY MIDSTREAM O COM $2.60万0.00%509 509— $2.60万 新建仓
CNC CENTENE CORP DEL COM $2.59万0.00%764 00.0% — 不变
HACK AMPLIFY CYBERSECURITY ETF $2.59万0.00%340 00.0% — 不变
AEM AGNICO EAGLE MINES LTD COM $2.58万0.00%123 00.0% — 不变
AVUV AVANTIS U.S. SMALL CAP VALUE ETF $2.58万0.00%233 198565.7% $2.20万 加仓
ALL ALLSTATE CORP COM $2.56万0.00%126 -8-6.0% -$1,628 减仓
STWD STARWOOD PPTY TR INC COM $2.56万0.00%1,500 40036.4% $6,832 加仓
BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT $2.56万0.00%1,131 13113.1% $2,961 加仓
NEAR ISHARES SHORT DURATION BOND ACTIVE ETF $2.55万0.00%504 -699-58.1% -$3.54万 减仓
CBOE CBOE GLOBAL MKTS INC COM $2.55万0.00%91 00.0% — 不变
BLV VANGUARD LONG-TERM BOND ETF $2.55万0.00%372 222148.0% $1.52万 加仓
FANG DIAMONDBACK ENERGY INC COM $2.54万0.00%133 -2-1.5% -$382 减仓
NB NIOCORP DEVS LTD COM NEW $2.53万0.00%5,569 5,569— $2.53万 新建仓
SYLD CAMBRIA SHAREHOLDER YIELD ETF $2.53万0.00%336 00.0% — 不变
OTTR OTTER TAIL CORP COM $2.53万0.00%286 204248.8% $1.80万 加仓
FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF $2.51万0.00%485 00.0% — 不变
— APELLIS PHARMACEUTICALS INC COM $2.51万0.00%621 00.0% — 不变
MDLN MEDLINE INC COM CL A $2.50万0.00%569 00.0% — 不变
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF $2.49万0.00%234 00.0% — 不变
MRP MILLROSE PPTYS INC COM CL A $2.48万0.00%872 -75-7.9% -$2,137 减仓
ARWR ARROWHEAD PHARMACEUTICALS INC COM $2.47万0.00%393 00.0% — 不变
FBCG FIDELITY BLUE CHIP GROWTH ETF $2.47万0.00%485 00.0% — 不变
VLU STATE STREET SPDR S&P 1500 VALUE TILT ETF $2.47万0.00%114 00.0% — 不变