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
AHR AMERICAN HEALTHCARE REIT INC COM SHS $1.93万0.00%406 -1,204-74.8% -$5.72万 减仓
SPTL STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF $1.93万0.00%736 -574-43.8% -$1.50万 减仓
KGC KINROSS GOLD CORP COM $1.92万0.00%600 -220-26.8% -$7,044 减仓
SAP SAP SE SPON ADR $1.92万0.00%112 10.9% $171 加仓
BSM BLACK STONE MINERALS L P COM UNIT $1.91万0.00%1,300 00.0% — 不变
NTAP NETAPP INC COM $1.91万0.00%187 115159.7% $1.17万 加仓
THC TENET HEALTHCARE CORP COM NEW $1.90万0.00%100 00.0% — 不变
ROBO ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF $1.90万0.00%271 00.0% — 不变
XTN STATE STREET SPDR S&P TRANSPORTATION ETF $1.90万0.00%200 00.0% — 不变
ROIV ROIVANT SCIENCES LTD SHS $1.90万0.00%681 11019.3% $3,062 加仓
LRGF ISHARES U.S. EQUITY FACTOR ETF $1.89万0.00%285 00.0% — 不变
OMF ONEMAIN HLDGS INC COM $1.89万0.00%350 00.0% — 不变
CME CME GROUP INC COM $1.88万0.00%63 00.0% — 不变
RPD RAPID7 INC COM $1.88万0.00%3,458 83231.7% $4,526 加仓
SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF $1.88万0.00%246 00.0% — 不变
TDG TRANSDIGM GROUP INC COM $1.88万0.00%16 00.0% — 不变
IYE ISHARES U.S. ENERGY ETF $1.87万0.00%299 00.0% — 不变
SPIP STATE STREET SPDR PORTFOLIO TIPS ETF $1.87万0.00%721 00.0% — 不变
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND $1.86万0.00%338 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT INC COM $1.86万0.00%122 4150.6% $6,258 加仓
HLT HILTON WORLDWIDE HLDGS INC COM $1.85万0.00%60 00.0% — 不变
PWV INVESCO LARGE CAP VALUE ETF $1.84万0.00%265 00.0% — 不变
ACHR ARCHER AVIATION INC COM CL A $1.84万0.00%3,534 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC COM $1.84万0.00%56 -5-8.2% -$1,644 减仓
OGS ONE GAS INC COM $1.84万0.00%212 00.0% — 不变
RAAX VANECK REAL ASSETS ETF $1.83万0.00%447 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC COM $1.83万0.00%344 -142-29.2% -$7,560 减仓
TEL TE CONNECTIVITY PLC ORD SHS $1.83万0.00%86 -9-9.5% -$1,914 减仓
EDOW FIRST TRUST DOW 30 EQUAL WEIGHT ETF $1.82万0.00%450 00.0% — 不变
LNG CHENIERE ENERGY INC COM NEW $1.82万0.00%66 -6-8.3% -$1,655 减仓
IDCC INTERDIGITAL INC COM $1.81万0.00%59 00.0% — 不变
— INVESCO DORSEY WRIGHT FINANCIAL MOMENTUM ETF $1.81万0.00%338 00.0% — 不变
— FIRST TRUST SKYBRIDGE CRYPTO INDUSTRY & DIGITAL ECONOMY ETF $1.81万0.00%1,547 -200-11.4% -$2,336 减仓
MPTI M-TRON INDS INC COM $1.80万0.00%250 250— $1.80万 新建仓
— BLACKROCK TCP CAPITAL CORP COM $1.80万0.00%5,072 00.0% — 不变
PUK PRUDENTIAL PLC ADR $1.79万0.00%612 00.0% — 不变
EIS ISHARES MSCI ISRAEL ETF $1.79万0.00%151 121403.3% $1.43万 加仓
STM STMICROELECTRONICS N V NY REGISTRY $1.79万0.00%518 268107.2% $9,243 加仓
RDN RADIAN GROUP INC COM $1.77万0.00%537 10.2% $33 加仓
MSTR STRATEGY INC CL A NEW $1.77万0.00%144 00.0% — 不变
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF $1.77万0.00%409 00.0% — 不变
IBTQ ISHARES IBONDS DEC 2035 TERM TREASURY ETF $1.76万0.00%700 00.0% — 不变
SII SPROTT INC COM NEW $1.76万0.00%120 -30-20.0% -$4,403 减仓
BKIE BNY MELLON INTERNATIONAL EQUITY ETF $1.75万0.00%186 186— $1.75万 新建仓
LULU LULULEMON ATHLETICA INC COM $1.75万0.00%110 -15-12.0% -$2,382 减仓
IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF $1.75万0.00%138 00.0% — 不变
RNST RENASANT CORP COM $1.74万0.00%472 30.6% $111 加仓
NKE NIKE INC CL B $1.74万0.00%390 212119.1% $9,462 加仓
PGR PROGRESSIVE CORP COM $1.74万0.00%90 -31-25.6% -$5,994 减仓
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND $1.74万0.00%481 10.2% $36 加仓
HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF $1.73万0.00%534 346.8% $1,104 加仓
— SILA REALTY TRUST INC COMMON STOCK $1.73万0.00%727 -1,051-59.1% -$2.50万 减仓
JCI JOHNSON CTLS INTL PLC SHS $1.73万0.00%128 -53-29.3% -$7,148 减仓
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF $1.73万0.00%509 00.0% — 不变
AGX ARGAN INC COM $1.71万0.00%30 00.0% — 不变
NWG NATWEST GROUP PLC SPONS ADR $1.70万0.00%1,093 19822.1% $3,079 加仓
— XAI MADISON EQUITY PREMIUM INC COM $1.70万0.00%2,900 00.0% — 不变
BCS BARCLAYS PLC ADR $1.70万0.00%778 19633.7% $4,279 加仓
FUL FULLER H B CO COM $1.70万0.00%272 10.4% $62 加仓
IAK ISHARES U.S. INSURANCE ETF $1.70万0.00%133 00.0% — 不变
FFIV F5 INC COM $1.69万0.00%57 42280.0% $1.24万 加仓
EPR EPR PPTYS COM SH BEN INT $1.69万0.00%335 3110.2% $1,559 加仓
PBPH PORTFOLIO BUILDING BLOCK WORLD PHARMA AND BIOTECH INDEX ETF $1.68万0.00%652 652— $1.68万 新建仓
NPO ENPRO INC COM $1.68万0.00%66 00.0% — 不变
XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF $1.67万0.00%117 00.0% — 不变
UCB UNITED CMNTY BKS BLAIRSVLE GA COM $1.67万0.00%521 00.0% — 不变
NVG NUVEEN AMT FREE MUN CR INC FD COM $1.66万0.00%1,326 00.0% — 不变
TOL TOLL BROTHERS INC COM $1.66万0.00%121 -37-23.4% -$5,068 减仓
IX ORIX CORP SPONSORED ADR $1.66万0.00%544 00.0% — 不变
CWEN CLEARWAY ENERGY INC CL C $1.66万0.00%415 30.7% $120 加仓
BRO BROWN & BROWN INC COM $1.65万0.00%256 20.8% $129 加仓
BUFD FT VEST LADDERED DEEP BUFFER ETF $1.64万0.00%585 00.0% — 不变
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF $1.64万0.00%588 00.0% — 不变
IEUR ISHARES CORE MSCI EUROPE ETF $1.64万0.00%229 62.7% $429 加仓
HCSG HEALTHCARE SVCS GROUP INC COM $1.64万0.00%916 540143.6% $9,639 加仓
— ARCOSA INC COM $1.63万0.00%151 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC COM $1.62万0.00%156 -128-45.1% -$1.33万 减仓
CP CANADIAN PACIFIC KANSAS CITY COM $1.61万0.00%207 4024.0% $3,121 加仓
LOGI LOGITECH INTL S A SHS $1.61万0.00%176 134319.0% $1.23万 加仓
TTMI TTM TECHNOLOGIES INC COM $1.61万0.00%166 00.0% — 不变
PBOG PORTFOLIO BUILDING BLOCK INTEGRATED OIL AND GAS AND EXPLORATION AND PRODUCT $1.61万0.00%470 470— $1.61万 新建仓
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF $1.60万0.00%338 00.0% — 不变
MET METLIFE INC COM $1.60万0.00%224 -159-41.5% -$1.13万 减仓
AVK ADVENT CONV & INCOME FD COM $1.59万0.00%1,400 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC COM NEW $1.59万0.00%808 30059.1% $5,907 加仓
KIM KIMCO REALTY CORP COM $1.59万0.00%708 -144-16.9% -$3,234 减仓
INSW INTERNATIONAL SEAWAYS INC COM $1.58万0.00%219 41.9% $289 加仓
XBI STATE STREET SPDR S&P BIOTECH ETF $1.58万0.00%123 3438.2% $4,371 加仓
IAT ISHARES U.S. REGIONAL BANKS ETF $1.58万0.00%290 00.0% — 不变
ETSY ETSY INC COM $1.58万0.00%316 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC COM $1.57万0.00%14 00.0% — 不变
SXI STANDEX INTL CORP COM $1.56万0.00%60 00.0% — 不变
FFBC 1ST FINL BANCORP COM $1.56万0.00%555 50.9% $140 加仓
ADX ADAMS DIVERSIFIED EQUITY FD COM $1.56万0.00%695 8013.0% $1,792 加仓
MXI ISHARES GLOBAL MATERIALS ETF $1.56万0.00%144 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GROUP COM $1.55万0.00%1,708 -3,899-69.5% -$3.53万 减仓
RYAAY RYANAIR HOLDINGS PLC SPONSORED ADR $1.54万0.00%257 195314.5% $1.17万 加仓
ARR ARMOUR RESIDENTIAL REIT INC COM SHS $1.54万0.00%914 -67-6.8% -$1,130 减仓
— LXP INDUSTRIAL TRUST COM $1.54万0.00%335 -4-1.2% -$184 减仓
PML PIMCO MUN INCOME FD II COM $1.54万0.00%2,022 -1,175-36.8% -$8,944 减仓