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
— SIMPLIFY VOLATILITY PREMIUM ETF $2.46万0.00%1,596 1359.2% $2,077 加仓
LMAT LEMAITRE VASCULAR INC COM $2.45万0.00%226 183425.6% $1.99万 加仓
AMRZ AMRIZE LTD SHS $2.45万0.00%444 4121,287.5% $2.27万 加仓
FIS FIDELITY NATL INFORMATION SVCS COM $2.44万0.00%540 -88-14.0% -$3,973 减仓
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF $2.42万0.00%405 00.0% — 不变
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS $2.41万0.00%1,286 706121.7% $1.33万 加仓
XRX XEROX HOLDINGS CORP COM NEW $2.40万0.00%19,075 -13,207-40.9% -$1.66万 减仓
— NUVEEN MULTI ASSET INCOME FUND COM $2.40万0.00%1,905 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR $2.38万0.00%2,838 31912.7% $2,673 加仓
— INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF $2.37万0.00%244 00.0% — 不变
EME EMCOR GROUP INC COM $2.37万0.00%31 00.0% — 不变
ZTS ZOETIS INC CL A $2.35万0.00%201 -5-2.4% -$585 减仓
IMCB ISHARES MORNINGSTAR MID-CAP ETF $2.35万0.00%280 00.0% — 不变
NOK NOKIA CORP SPONSORED ADR $2.34万0.00%2,826 903.3% $744 加仓
XJQCX NUVEEN CR STRATEGIES INCOME FD COM SHS $2.34万0.00%4,838 1503.2% $725 加仓
— INVESCO NASDAQ BIOTECHNOLOGY ETF $2.33万0.00%799 00.0% — 不变
— RAREVIEW TOTAL RETURN BOND ETF $2.33万0.00%932 932— $2.33万 新建仓
SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF $2.33万0.00%816 8078,966.7% $2.30万 加仓
SPMB STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF $2.33万0.00%1,042 -155-12.9% -$3,461 减仓
EBAY EBAY INC. COM $2.32万0.00%249 7341.5% $6,805 加仓
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF $2.32万0.00%1,000 00.0% — 不变
AG FIRST MAJESTIC SILVER CORP COM $2.31万0.00%1,044 20023.7% $4,434 加仓
ESGU ISHARES ESG AWARE MSCI USA ETF $2.30万0.00%161 00.0% — 不变
AWR AMER STATES WTR CO COM $2.29万0.00%301 205213.5% $1.56万 加仓
FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND $2.28万0.00%714 71.0% $224 加仓
SWX SOUTHWEST GAS HLDGS INC COM $2.28万0.00%260 00.0% — 不变
REZI RESIDEO TECHNOLOGIES INC COM $2.27万0.00%660 00.0% — 不变
INDA ISHARES MSCI INDIA ETF $2.27万0.00%486 00.0% — 不变
RBRK RUBRIK INC. CL A $2.27万0.00%467 467— $2.27万 新建仓
— FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF $2.26万0.00%276 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $2.26万0.00%555 5511.0% $2,241 加仓
— INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF $2.26万0.00%477 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC COM $2.25万0.00%300 144.9% $1,052 加仓
TTEK TETRA TECH INC NEW COM $2.24万0.00%730 10.1% $31 加仓
LDP COHEN & STEERS LTD DURATION PF COM $2.24万0.00%1,103 30638.4% $6,219 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $2.24万0.00%934 682270.6% $1.63万 加仓
DOV DOVER CORP COM $2.22万0.00%107 00.0% — 不变
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF $2.20万0.00%254 9761.8% $8,420 加仓
— FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF $2.20万0.00%632 00.0% — 不变
LPG DORIAN LPG LTD SHS USD $2.19万0.00%653 30.5% $101 加仓
AUB ATLANTIC UN BANKSHARES CORP COM $2.19万0.00%607 61.0% $216 加仓
PRKS UNITED PARKS & RESORTS INC COM $2.17万0.00%660 00.0% — 不变
GOVT ISHARES U.S. TREASURY BOND ETF $2.16万0.00%946 566148.9% $1.29万 加仓
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $2.16万0.00%540 -542-50.1% -$2.17万 减仓
SCCO SOUTHERN COPPER CORP COM $2.15万0.00%121 00.0% — 不变
GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF $2.15万0.00%433 433— $2.15万 新建仓
ARKW ARK NEXT GENERATION INTERNET ETF $2.15万0.00%177 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $2.14万0.00%58 2470.6% $8,871 加仓
CCEP COCA-COLA EUROPACIFIC PARTNERS SHS $2.14万0.00%232 205759.3% $1.89万 加仓
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF $2.14万0.00%312 -234-42.9% -$1.61万 减仓
— INVESCO NEXT GEN CONNECTIVITY ETF $2.14万0.00%151 1914.4% $2,689 加仓
— GATES INDL CORP PLC ORD SHS $2.13万0.00%925 00.0% — 不变
— FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF $2.13万0.00%416 -137-24.8% -$7,027 减仓
— QORVO INC COM $2.12万0.00%275 -104-27.4% -$8,015 减仓
SCHI SCHWAB 5-10 YEAR CORPORATE BOND ETF $2.12万0.00%938 485.4% $1,085 加仓
TGTX TG THERAPEUTICS INC COM $2.12万0.00%630 8916.5% $2,989 加仓
— MOTLEY FOOL CAPITAL EFFICIENCY 100 INDEX ETF $2.11万0.00%772 00.0% — 不变
MGNX MACROGENICS INC COM $2.11万0.00%7,262 00.0% — 不变
TLS TELOS CORP MD COM $2.10万0.00%4,861 1984.2% $857 加仓
SPHQ INVESCO S&P 500 QUALITY ETF $2.10万0.00%277 10.4% $76 加仓
FSS FEDERAL SIGNAL CORP COM $2.09万0.00%190 00.0% — 不变
LIT GLOBAL X LITHIUM & BATTERY TECH ETF $2.08万0.00%280 -102-26.7% -$7,593 减仓
RDDT REDDIT INC CL A $2.08万0.00%153 -50-24.6% -$6,809 减仓
AXON AXON ENTERPRISE INC COM $2.08万0.00%49 -3-5.8% -$1,271 减仓
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF $2.07万0.00%451 00.0% — 不变
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF $2.07万0.00%186 -93-33.3% -$1.03万 减仓
THNQ ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF $2.07万0.00%347 00.0% — 不变
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND $2.06万0.00%504 504— $2.06万 新建仓
MOO VANECK AGRIBUSINESS ETF $2.06万0.00%243 00.0% — 不变
GEF GREIF INC CL A $2.04万0.00%303 00.0% — 不变
FTHI FIRST TRUST BUYWRITE INCOME ETF $2.04万0.00%882 00.0% — 不变
SNEX STONEX GROUP INC COM $2.04万0.00%252 8450.0% $6,784 加仓
BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF $2.03万0.00%172 00.0% — 不变
COKE COCA COLA CONS INC COM $2.03万0.00%101 00.0% — 不变
ECL ECOLAB INC COM $2.02万0.00%75 3066.7% $8,092 加仓
DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF $2.02万0.00%341 00.0% — 不变
— OCCIDENTAL PETE CORP WT EXP 080327 $2.01万0.00%514 358229.5% $1.40万 加仓
SYK STRYKER CORPORATION COM $2.01万0.00%61 -88-59.1% -$2.90万 减仓
ARGX ARGENX SE SPONSORED ADR $2.01万0.00%27 -8-22.9% -$5,945 减仓
EPAM EPAM SYS INC COM $2.00万0.00%148 00.0% — 不变
HP HELMERICH & PAYNE INC COM $2.00万0.00%579 30.5% $104 加仓
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $1.99万0.00%380 113.0% $577 加仓
SANM SANMINA CORP COM $1.99万0.00%153 00.0% — 不变
MFC MANULIFE FINL CORP COM $1.98万0.00%570 -55-8.8% -$1,913 减仓
DNN DENISON MINES CORP COM $1.98万0.00%5,400 00.0% — 不变
TDS TELEPHONE & DATA SYS INC COM NEW $1.98万0.00%448 249125.1% $1.10万 加仓
SYM SYMBOTIC INC CLASS A COM $1.97万0.00%360 00.0% — 不变
BRSP BRIGHTSPIRE CAPITAL INC COM CL A $1.96万0.00%3,532 00.0% — 不变
GMAB GENMAB A/S SPONSORED ADS $1.96万0.00%721 634728.7% $1.73万 加仓
ESI ELEMENT SOLUTIONS INC COM $1.96万0.00%566 10.2% $35 加仓
LTC LTC PPTYS INC COM $1.96万0.00%521 -60-10.3% -$2,254 减仓
LGND LIGAND PHARMACEUTICALS INC COM NEW $1.96万0.00%98 4171.9% $8,185 加仓
SOLV SOLVENTUM CORP COM SHS $1.96万0.00%304 -27-8.2% -$1,737 减仓
GCT GIGACLOUD TECHNOLOGY INC CLASS A ORD $1.96万0.00%426 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC COM $1.95万0.00%599 -285-32.2% -$9,299 减仓
— ISHARES ETHEREUM TRUST ETF $1.95万0.00%1,209 00.0% — 不变
MOG/A MOOG INC CL A $1.93万0.00%64 00.0% — 不变
— GRAYSCALE COINDESK CRYPTO 5 ETF $1.93万0.00%615 13427.9% $4,212 加仓
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF $1.93万0.00%364 -68-15.7% -$3,607 减仓
SMH VANECK SEMICONDUCTOR ETF $1.93万0.00%49 00.0% — 不变