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
CMS CMS ENERGY CORP COM $1.54万0.00%197 -146-42.6% -$1.14万 减仓
ARKG ARK GENOMIC REVOLUTION ETF $1.54万0.00%567 -100-15.0% -$2,709 减仓
AVT AVNET INC COM $1.53万0.00%244 00.0% — 不变
FDV FEDERATED HERMES U.S. STRATEGIC DIVIDEND ETF $1.53万0.00%500 00.0% — 不变
DFIN DONNELLEY FINL SOLUTIONS INC COM $1.53万0.00%332 14779.5% $6,771 加仓
— STATE STREET SPDR S&P HEALTH CARE SERVICES ETF $1.53万0.00%152 00.0% — 不变
CC CHEMOURS CO COM $1.53万0.00%710 20.3% $43 加仓
DGX QUEST DIAGNOSTICS INC COM $1.52万0.00%77 11.3% $198 加仓
IBP INSTALLED BLDG PRODS INC COM $1.52万0.00%56 11.8% $271 加仓
SU SUNCOR ENERGY INC NEW COM $1.51万0.00%232 134136.7% $8,702 加仓
OLP ONE LIBERTY PPTYS INC COM $1.50万0.00%691 00.0% — 不变
TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF $1.50万0.00%268 00.0% — 不变
KN KNOWLES CORP COM $1.50万0.00%571 00.0% — 不变
PPH VANECK PHARMACEUTICAL ETF $1.50万0.00%143 00.0% — 不变
ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF $1.49万0.00%394 00.0% — 不变
USRT ISHARES CORE U.S. REIT ETF $1.49万0.00%251 2301,095.2% $1.37万 加仓
IP INTERNATIONAL PAPER CO COM $1.49万0.00%418 -292-41.1% -$1.04万 减仓
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF $1.49万0.00%296 00.0% — 不变
SITM SITIME CORP COM $1.49万0.00%42 00.0% — 不变
HIMU ISHARES HIGH YIELD MUNI ACTIVE ETF $1.49万0.00%309 248.4% $1,156 加仓
WDAY WORKDAY INC CL A $1.48万0.00%115 -6-5.0% -$774 减仓
— CATALYST PHARMACEUTICALS INC COM $1.48万0.00%597 29195.1% $7,223 加仓
NLR VANECK URANIUM AND NUCLEAR ETF $1.48万0.00%110 -175-61.4% -$2.35万 减仓
— SUPERNUS PHARMACEUTICALS COM $1.48万0.00%287 13791.3% $7,047 加仓
KGS KODIAK GAS SVCS INC COM $1.46万0.00%253 31.2% $173 加仓
BBT BEACON FINANCIAL CORP. COM $1.46万0.00%483 51.0% $151 加仓
HSIC SCHEIN HENRY INC COM $1.46万0.00%200 00.0% — 不变
CDC VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF $1.46万0.00%205 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC COM $1.46万0.00%1,309 00.0% — 不变
HOOD ROBINHOOD MKTS INC COM CL A $1.45万0.00%207 -33-13.8% -$2,314 减仓
EGO ELDORADO GOLD CORP NEW COM $1.45万0.00%400 00.0% — 不变
— INVESCO S&P 500 VALUE WITH MOMENTUM ETF $1.44万0.00%209 00.0% — 不变
CNR CORE NATURAL RESOURCES INC COM SHS $1.44万0.00%142 00.0% — 不变
JBL JABIL INC COM $1.44万0.00%53 00.0% — 不变
WPP WPP PLC NEW ADR $1.44万0.00%897 89429,800.0% $1.43万 加仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $1.44万0.00%997 -88-8.1% -$1,270 减仓
ESE ESCO TECHNOLOGIES INC COM $1.44万0.00%49 00.0% — 不变
VIAV VIAVI SOLUTIONS INC COM $1.43万0.00%405 00.0% — 不变
BOOT BOOT BARN HLDGS INC COM $1.42万0.00%99 00.0% — 不变
CLDX CELLDEX THERAPEUTICS INC NEW COM NEW $1.42万0.00%454 11032.0% $3,439 加仓
IIPR INNOVATIVE INDL PPTYS INC COM $1.41万0.00%286 00.0% — 不变
JBHT HUNT J B TRANS SVCS INC COM $1.41万0.00%66 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC COM $1.41万0.00%1,361 131.0% $135 加仓
JXN JACKSON FINANCIAL INC COM CL A $1.41万0.00%134 -349-72.3% -$3.66万 减仓
IBRX IMMUNITYBIO INC COM $1.41万0.00%1,968 00.0% — 不变
MTH MERITAGE HOMES CORP COM $1.40万0.00%226 10.4% $62 加仓
MOH MOLINA HEALTHCARE INC COM $1.40万0.00%103 00.0% — 不变
BG BUNGE GLOBAL SA COM SHS $1.40万0.00%109 -94-46.3% -$1.21万 减仓
SHOO MADDEN STEVEN LTD COM $1.40万0.00%410 20.5% $68 加仓
— SPRUCE BIOSCIENCES INC COM NEW $1.39万0.00%200 00.0% — 不变
TXG 10X GENOMICS INC CL A COM $1.39万0.00%629 14028.6% $3,087 加仓
KTB KONTOOR BRANDS INC COM $1.39万0.00%196 8576.6% $6,012 加仓
IWC ISHARES MICRO-CAP ETF $1.38万0.00%86 00.0% — 不变
LBRT LIBERTY ENERGY INC COM CL A $1.38万0.00%494 10.2% $28 加仓
MDGL MADRIGAL PHARMACEUTICALS INC COM $1.38万0.00%26 14.0% $530 加仓
BKU BANKUNITED INC COM $1.38万0.00%303 10.3% $45 加仓
VMRK EQUITY RESIDENTIAL SH BEN INT $1.38万0.00%231 -111-32.5% -$6,610 减仓
EZU ISHARES MSCI EUROZONE ETF $1.38万0.00%217 -146-40.2% -$9,252 减仓
JBTM JBT MAREL CORPORATION COM $1.37万0.00%106 00.0% — 不变
— PEAKSTONE REALTY TRUST COMMON SHARES $1.37万0.00%654 -40-5.8% -$835 减仓
TROW PRICE T ROWE GROUP INC COM $1.36万0.00%152 -148-49.3% -$1.33万 减仓
CNI CANADIAN NATL RY CO COM $1.36万0.00%132 -20-13.2% -$2,065 减仓
E ENI SPA SPONSORED ADR $1.36万0.00%247 104.2% $549 加仓
FNDB SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF $1.35万0.00%496 439.5% $1,173 加仓
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX $1.35万0.00%81 2032.8% $3,336 加仓
LUMN LUMEN TECHNOLOGIES INC COM $1.35万0.00%1,906 -10,000-84.0% -$7.07万 减仓
RAA SMI 3FOURTEEN REAL ASSET ALLOCATION ETF $1.34万0.00%484 00.0% — 不变
— HANCOCK JOHN PREM DIVID FD COM SH BEN INT $1.34万0.00%1,015 191.9% $251 加仓
QSR RESTAURANT BRANDS INTL INC COM $1.34万0.00%178 10.6% $75 加仓
FEZ STATE STREET SPDR EURO STOXX 50 ETF $1.34万0.00%212 00.0% — 不变
POWL POWELL INDS INC COM $1.33万0.00%24 850.0% $4,437 加仓
CASY CASEYS GEN STORES INC COM $1.33万0.00%18 00.0% — 不变
CDE COEUR MNG INC COM NEW $1.33万0.00%694 -1,306-65.3% -$2.50万 减仓
BBIO BRIDGEBIO PHARMA INC COM $1.33万0.00%178 00.0% — 不变
GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF $1.32万0.00%550 00.0% — 不变
AZZ AZZ INC COM $1.32万0.00%104 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS INC COM $1.32万0.00%851 00.0% — 不变
VCYT VERACYTE INC COM $1.32万0.00%406 205.2% $648 加仓
HPQ HP INC COM $1.31万0.00%693 -619-47.2% -$1.17万 减仓
ONIT ONITY GROUP INC COM NEW $1.31万0.00%334 00.0% — 不变
FOX FOX CORP CL B COM $1.31万0.00%248 00.0% — 不变
— INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF $1.31万0.00%335 00.0% — 不变
DIOD DIODES INC COM $1.30万0.00%189 00.0% — 不变
INSM INSMED INC COM PAR $.01 $1.30万0.00%79 -35-30.7% -$5,770 减仓
BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF $1.30万0.00%135 -22-14.0% -$2,122 减仓
IDXX IDEXX LABS INC COM $1.30万0.00%23 17283.3% $9,599 加仓
FID FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF $1.30万0.00%616 00.0% — 不变
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF $1.29万0.00%74 00.0% — 不变
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS $1.29万0.00%1,857 00.0% — 不变
VTOL BRISTOW GROUP INC COM $1.28万0.00%275 10.4% $47 加仓
STIP ISHARES 0-5 YEAR TIPS BOND ETF $1.28万0.00%124 21.6% $207 加仓
BBJP JPMORGAN BETABUILDERS JAPAN ETF $1.28万0.00%181 181— $1.28万 新建仓
KLIC KULICKE & SOFFA INDS INC COM $1.28万0.00%193 00.0% — 不变
SCL STEPAN CO COM $1.28万0.00%255 20.8% $100 加仓
CSL CARLISLE COS INC COM $1.27万0.00%38 28280.0% $9,389 加仓
VKTX VIKING THERAPEUTICS INC COM $1.27万0.00%385 16071.1% $5,274 加仓
IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF $1.27万0.00%494 00.0% — 不变
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $1.26万0.00%403 -227-36.0% -$7,103 减仓
GRPM INVESCO S&P MIDCAP 400 GARP ETF $1.26万0.00%106 00.0% — 不变
FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF $1.25万0.00%384 00.0% — 不变