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
CMBT CMB.TECH NV SHS $1.25万0.00%997 00.0% — 不变
WT WISDOMTREE INC COM $1.25万0.00%863 20.2% $29 加仓
NMIH NMI HLDGS INC COM $1.25万0.00%334 -6-1.8% -$224 减仓
STAA STAAR SURGICAL CO COM PAR $0.01 $1.24万0.00%642 540529.4% $1.04万 加仓
CAKE CHEESECAKE FACTORY INC COM $1.24万0.00%224 10.4% $55 加仓
FISV FISERV INC COM $1.24万0.00%223 00.0% — 不变
CACI CACI INTL INC CL A $1.23万0.00%22 -8-26.7% -$4,489 减仓
PDM PIEDMONT REALTY TRUST INC COM CL A $1.23万0.00%1,908 00.0% — 不变
HCC WARRIOR MET COAL INC COM $1.23万0.00%134 1310.7% $1,197 加仓
DEA EASTERLY GOVT PPTYS INC COM SHS $1.23万0.00%582 20353.6% $4,297 加仓
ACGL ARCH CAP GROUP LTD ORD $1.23万0.00%129 80163.3% $7,639 加仓
RY ROYAL BK CDA COM $1.23万0.00%75 22.7% $327 加仓
AVSU AVANTIS RESPONSIBLE U.S. EQUITY ETF $1.22万0.00%164 00.0% — 不变
CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF $1.22万0.00%415 -1,335-76.3% -$3.93万 减仓
EXI ISHARES GLOBAL INDUSTRIALS ETF $1.22万0.00%66 -10-13.2% -$1,852 减仓
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF $1.22万0.00%491 00.0% — 不变
REG REGENCY CTRS CORP COM $1.22万0.00%160 00.0% — 不变
CALM CAL MAINE FOODS INC COM NEW $1.21万0.00%145 -160-52.5% -$1.33万 减仓
XHR XENIA HOTELS & RESORTS INC COM $1.21万0.00%825 00.0% — 不变
TRFK PACER DATA AND DIGITAL REVOLUTION ETF $1.21万0.00%190 00.0% — 不变
JSMD JANUS HENDERSON SMALL/MID CAP GROWTH ALPHA ETF $1.20万0.00%150 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. COM $1.20万0.00%184 -23-11.1% -$1,505 减仓
MELI MERCADOLIBRE INC COM $1.20万0.00%7 00.0% — 不变
BUCK SIMPLIFY TREASURY OPTION INCOME ETF $1.20万0.00%510 -1,614-76.0% -$3.80万 减仓
AIG AMERICAN INTL GROUP INC COM NEW $1.20万0.00%159 00.0% — 不变
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND $1.20万0.00%145 00.0% — 不变
MAS MASCO CORP COM $1.20万0.00%197 00.0% — 不变
IR INGERSOLL RAND INC COM $1.19万0.00%149 -1,313-89.8% -$10.51万 减仓
MGC VANGUARD MEGA CAP ETF $1.19万0.00%50 -408-89.1% -$9.72万 减仓
OTIS OTIS WORLDWIDE CORP COM $1.19万0.00%154 -18-10.5% -$1,390 减仓
OGE OGE ENERGY CORP COM $1.19万0.00%246 -215-46.6% -$1.04万 减仓
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND $1.18万0.00%134 -346-72.1% -$3.05万 减仓
CTS CTS CORP COM $1.17万0.00%241 00.0% — 不变
NMZ NUVEEN MUN HIGH INCOME OPPORTU COM $1.17万0.00%1,131 211.9% $217 加仓
PNFP PINNACLE FINL PARTNERS INC COM $1.17万0.00%133 00.0% — 不变
PCG PG&E CORP COM $1.16万0.00%655 475263.9% $8,436 加仓
EWH ISHARES MSCI HONG KONG ETF $1.16万0.00%500 500— $1.16万 新建仓
— TRIPLEPOINT VENTURE GROWTH BDC COM $1.16万0.00%2,371 -189-7.4% -$926 减仓
DIV GLOBAL X SUPERDIVIDEND US ETF $1.16万0.00%612 612— $1.16万 新建仓
GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF $1.15万0.00%155 00.0% — 不变
KXI ISHARES GLOBAL CONSUMER STAPLES ETF $1.15万0.00%172 -13-7.0% -$872 减仓
JQUA JPMORGAN U.S. QUALITY FACTOR ETF $1.15万0.00%187 10.5% $61 加仓
GKOS GLAUKOS CORP COM $1.14万0.00%101 00.0% — 不变
UE URBAN EDGE PPTYS COM $1.13万0.00%569 61.1% $119 加仓
EYE NATIONAL VISION HLDGS INC COM $1.13万0.00%473 328226.2% $7,846 加仓
CTO CTO RLTY GROWTH INC NEW COM $1.13万0.00%610 00.0% — 不变
— AIR LEASE CORP CL A $1.13万0.00%174 00.0% — 不变
MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF $1.13万0.00%155 00.0% — 不变
TAN INVESCO SOLAR ETF $1.13万0.00%200 00.0% — 不变
NWE NORTHWESTERN ENERGY GROUP INC COM NEW $1.12万0.00%168 10.6% $67 加仓
UNG UNITED STATES NATURAL GAS FUND LP $1.11万0.00%975 -11,736-92.3% -$13.40万 减仓
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR $1.11万0.00%467 92.0% $213 加仓
EQIX EQUINIX INC COM $1.10万0.00%11 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC COM $1.10万0.00%126 00.0% — 不变
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI COM $1.10万0.00%677 9616.5% $1,565 加仓
ANDE ANDERSONS INC COM $1.10万0.00%151 00.0% — 不变
TFPM TRIPLE FLAG PRECIOUS METAL COM $1.10万0.00%306 00.0% — 不变
SKT TANGER INC COM $1.10万0.00%322 11454.8% $3,888 加仓
UTF COHEN & STEERS INFRASTRUCTURE COM $1.09万0.00%417 30.7% $78 加仓
FHN FIRST HORIZON CORPORATION COM $1.09万0.00%474 10.2% $23 加仓
— ISHARES GLOBAL UTILITIES ETF $1.09万0.00%125 00.0% — 不变
FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF $1.09万0.00%228 00.0% — 不变
MMIN NYLI MACKAY MUNI INSURED ETF $1.09万0.00%457 00.0% — 不变
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF $1.08万0.00%508 00.0% — 不变
SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF $1.08万0.00%202 00.0% — 不变
— OVERLAY SHARES MUNICIPAL BOND ETF $1.08万0.00%502 00.0% — 不变
ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF $1.08万0.00%214 00.0% — 不变
JAVA JPMORGAN ACTIVE VALUE ETF $1.08万0.00%150 87138.1% $6,262 加仓
GRBK GREEN BRICK PARTNERS INC COM $1.08万0.00%165 00.0% — 不变
HYD VANECK HIGH YIELD MUNI ETF $1.07万0.00%213 00.0% — 不变
GOLF ACUSHNET HLDGS CORP COM $1.07万0.00%115 10.9% $93 加仓
EMBJ EMBRAER S.A. SPONSORED ADS $1.07万0.00%171 00.0% — 不变
ICLN ISHARES GLOBAL CLEAN ENERGY ETF $1.07万0.00%584 302107.1% $5,508 加仓
KWR QUAKER HOUGHTON COM $1.06万0.00%86 11.2% $123 加仓
SCHP SCHWAB US TIPS ETF $1.06万0.00%399 61.5% $160 加仓
— WHITESTONE REIT COM $1.06万0.00%650 00.0% — 不变
TRMK TRUSTMARK CORP COM $1.06万0.00%249 20.8% $85 加仓
— RAREVIEW TAX ADVANTAGED INCOME ETF $1.05万0.00%506 00.0% — 不变
PCAR PACCAR INC COM $1.05万0.00%89 4497.8% $5,197 加仓
ACLS AXCELIS TECHNOLOGIES INC COM NEW $1.05万0.00%110 10.9% $96 加仓
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST $1.05万0.00%111 00.0% — 不变
PBEU PORTFOLIO BUILDING BLOCK EUROPEAN BANKS INDEX ETF $1.05万0.00%371 371— $1.05万 新建仓
ADNT ADIENT PLC ORD SHS $1.05万0.00%503 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $1.05万0.00%2,006 -566-22.0% -$2,954 减仓
TWST TWIST BIOSCIENCE CORP COM $1.05万0.00%211 -60-22.1% -$2,972 减仓
TRN TRINITY INDS INC COM $1.04万0.00%316 188146.9% $6,216 加仓
EPRT ESSENTIAL PPTYS RLTY TR INC COM $1.04万0.00%341 00.0% — 不变
USO UNITED STATES OIL FUND LP $1.04万0.00%84 84— $1.04万 新建仓
CRGY CRESCENT ENERGY COMPANY CL A COM $1.04万0.00%817 70.9% $89 加仓
— PGIM HIGH YIELD BOND FUND INC COM $1.04万0.00%786 35080.3% $4,623 加仓
MEDP MEDPACE HLDGS INC COM $1.03万0.00%21 750.0% $3,426 加仓
URBN URBAN OUTFITTERS INC COM $1.03万0.00%161 00.0% — 不变
— SPECIAL OPPORTUNITIES FD INC COM $1.02万0.00%740 486.9% $663 加仓
PATN PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF $1.01万0.00%350 00.0% — 不变
PSN PARSONS CORP DEL COM $1.01万0.00%184 21.1% $110 加仓
ANIP ANI PHARMACEUTICALS INC COM $1.01万0.00%133 106392.6% $8,052 加仓
VMC VULCAN MATLS CO COM $1.01万0.00%36 00.0% — 不变
IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF $1.01万0.00%400 00.0% — 不变
RYTM RHYTHM PHARMACEUTICALS INC COM $1.00万0.00%114 114— $1.00万 新建仓
VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF $1.00万0.00%80 00.0% — 不变