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
DRI DARDEN RESTAURANTS INC COM $1.00万0.00%52 -11-17.5% -$2,124 减仓
RTO RENTOKIL INITIAL PLC SPONSORED ADR $9,9870.00%312 246372.7% $7,874 加仓
BMEZ BLACKROCK HEALTH SCIENCES TERM COM SHS $9,9760.00%688 00.0% — 不变
SXT SENSIENT TECHNOLOGIES CORP COM $9,9700.00%109 10.9% $91 加仓
NDAQ NASDAQ INC COM $9,9230.00%117 10.9% $85 加仓
BEAM BEAM THERAPEUTICS INC COM $9,9060.00%409 00.0% — 不变
ARKB ARK 21SHARES BITCOIN ETF $9,8400.00%435 00.0% — 不变
— VANECK RETAIL ETF $9,8390.00%39 00.0% — 不变
IYM ISHARES U.S. BASIC MATERIALS ETF $9,8320.00%55 00.0% — 不变
BANC BANC OF CALIFORNIA INC COM $9,8220.00%555 20.4% $35 加仓
DGII DIGI INTL INC COM $9,8160.00%200 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN $9,8060.00%450 00.0% — 不变
FHB FIRST HAWAIIAN INC COM $9,7880.00%392 41.0% $100 加仓
TWLO TWILIO INC CL A $9,7850.00%75 00.0% — 不变
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND $9,7530.00%109 00.0% — 不变
PSMT PRICESMART INC COM $9,7310.00%64 00.0% — 不变
XHB STATE STREET SPDR S&P HOMEBUILDERS ETF $9,7230.00%98 00.0% — 不变
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF $9,7190.00%100 00.0% — 不变
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF $9,7120.00%320 00.0% — 不变
MSCI MSCI INC COM $9,7020.00%18 14350.0% $7,546 加仓
VECO VEECO INSTRS INC DEL COM $9,6730.00%279 00.0% — 不变
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF $9,6690.00%175 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP COM $9,6510.00%214 10.5% $45 加仓
HUT HUT 8 CORP COM $9,6140.00%203 00.0% — 不变
— SIMPLIFY BITCOIN STRATEGY PLUS INCOME ETF $9,5900.00%1,000 1,000— $9,590 新建仓
OPLN OPENLANE INC COM $9,5620.00%325 00.0% — 不变
ASM AVINO SILVER & GOLD MINES LTD COM $9,5560.00%1,450 1,000222.2% $6,590 加仓
— REX AI EQUITY PREMIUM INCOME ETF $9,5420.00%280 00.0% — 不变
VSTS VESTIS CORPORATION COM SHS $9,5420.00%1,220 00.0% — 不变
PAHC PHIBRO ANIMAL HEALTH CORP CL A COM $9,5230.00%174 00.0% — 不变
BNOV INNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBER $9,5190.00%220 00.0% — 不变
KMT KENNAMETAL INC COM $9,4660.00%259 10.4% $37 加仓
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $9,4600.00%130 -1-0.8% -$73 减仓
— STERLING CAPITAL ENHANCED CORE BOND ETF $9,4420.00%378 196107.7% $4,896 加仓
BUG GLOBAL X CYBERSECURITY ETF $9,4260.00%372 00.0% — 不变
FOXY SIMPLIFY CURRENCY STRATEGY ETF $9,4220.00%315 -611-66.0% -$1.83万 减仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $9,3820.00%121 -38-23.9% -$2,946 减仓
MTRN MATERION CORP COM $9,3370.00%63 00.0% — 不变
GSY INVESCO ULTRA SHORT DURATION ETF $9,3240.00%186 00.0% — 不变
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND $9,2980.00%516 00.0% — 不变
SNN SMITH & NEPHEW PLC SPDN ADR NEW $9,2870.00%289 205244.0% $6,588 加仓
CENX CENTURY ALUM CO COM $9,2720.00%146 00.0% — 不变
— TRI POINTE HOMES INC COM $9,2630.00%199 00.0% — 不变
— FLUSHING FINL CORP COM $9,2580.00%600 00.0% — 不变
DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF $9,2550.00%271 271— $9,255 新建仓
BKLN INVESCO SENIOR LOAN ETF $9,2030.00%450 -85-15.9% -$1,738 减仓
MGM MGM RESORTS INTERNATIONAL COM $9,1970.00%250 00.0% — 不变
BUFZ FT VEST LADDERED MODERATE BUFFER ETF $9,1630.00%348 00.0% — 不变
BUFQ FT VEST LADDERED NASDAQ BUFFER ETF $9,1590.00%258 00.0% — 不变
— BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT $9,1530.00%842 00.0% — 不变
IXP ISHARES GLOBAL COMM SERVICES ETF $9,1380.00%79 00.0% — 不变
JOE ST JOE CO COM $9,1200.00%142 10.7% $64 加仓
RUN SUNRUN INC COM $9,0980.00%643 00.0% — 不变
INFY INFOSYS LTD SPONSORED ADR $9,0570.00%681 681— $9,057 新建仓
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND $9,0500.00%193 -50-20.6% -$2,345 减仓
ENVA ENOVA INTL INC COM $9,0350.00%66 00.0% — 不变
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF $8,9990.00%192 192— $8,999 新建仓
MAC MACERICH CO COM $8,9970.00%464 40.9% $78 加仓
HEQT SIMPLIFY HEDGED EQUITY ETF $8,9720.00%286 286— $8,972 新建仓
RDNT RADNET INC COM $8,9600.00%162 00.0% — 不变
FTDR FRONTDOOR INC COM $8,9410.00%164 00.0% — 不变
OUT OUTFRONT MEDIA INC COM NEW $8,9260.00%335 41.2% $107 加仓
— COTERRA ENERGY INC COM $8,9060.00%263 -56-17.6% -$1,896 减仓
MNST MONSTER BEVERAGE CORP NEW COM $8,8780.00%122 00.0% — 不变
AGGH SIMPLIFY AGGREGATE BOND ETF $8,8480.00%435 -1,397-76.3% -$2.84万 减仓
SCHM SCHWAB U.S. MID-CAP ETF $8,8130.00%282 -327-53.7% -$1.02万 减仓
TU TELUS CORPORATION COM $8,8070.00%679 00.0% — 不变
USD PROSHARES ULTRA SEMICONDUCTORS $8,7790.00%176 00.0% — 不变
TVAL T. ROWE PRICE VALUE ETF $8,7460.00%240 00.0% — 不变
RCUS ARCUS BIOSCIENCES INC COM $8,7360.00%400 00.0% — 不变
LAZ LAZARD INC COM $8,7340.00%208 -382-64.7% -$1.60万 减仓
ALGT ALLEGIANT TRAVEL CO COM $8,7280.00%105 -8-7.1% -$665 减仓
— ARROWMARK FINANCIAL CORP COM $8,7070.00%453 40.9% $77 加仓
OSIS OSI SYSTEMS INC COM $8,6980.00%33 00.0% — 不变
GNW GENWORTH FINL INC COM SHS $8,6900.00%1,061 00.0% — 不变
IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS $8,6900.00%65 58.3% $668 加仓
AX AXOS FINANCIAL INC COM $8,6830.00%101 00.0% — 不变
FULT FULTON FINL CORP PA COM $8,6680.00%421 00.0% — 不变
SBAR SIMPLIFY BARRIER INCOME ETF $8,5920.00%352 -605-63.2% -$1.48万 减仓
RHP RYMAN HOSPITALITY PPTYS INC COM $8,5890.00%93 -1-1.1% -$92 减仓
PUMP PROPETRO HLDG CORP COM $8,5860.00%636 00.0% — 不变
CRC CALIFORNIA RES CORP COM STOCK $8,5760.00%130 10.8% $66 加仓
ACM AECOM COM $8,5700.00%100 00.0% — 不变
ARDX ARDELYX INC COM $8,5480.00%1,399 20617.3% $1,259 加仓
SKY CHAMPION HOMES INC COM $8,5330.00%115 00.0% — 不变
— CSG SYS INTL INC COM $8,5310.00%106 00.0% — 不变
UMH UMH PPTYS INC COM $8,5230.00%583 00.0% — 不变
ALLY ALLY FINL INC COM $8,5110.00%214 00.0% — 不变
SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF $8,4890.00%388 00.0% — 不变
NMR NOMURA HLDGS INC SPONSORED ADR $8,4680.00%1,039 -1,075-50.9% -$8,761 减仓
PIPR PIPER SANDLER COMPANIES COM NEW $8,4570.00%110 83307.4% $6,381 加仓
— DIMENSIONAL U.S. SMALL CAP ETF $8,4390.00%118 00.0% — 不变
EWA ISHARES MSCI AUSTRALIA ETF $8,4270.00%300 00.0% — 不变
ALX ALEXANDERS INC COM $8,4250.00%37 00.0% — 不变
UIS UNISYS CORP COM NEW $8,4020.00%4,059 00.0% — 不变
MARA MARA HOLDINGS INC COM $8,3940.00%1,044 00.0% — 不变
GDXJ VANECK JUNIOR GOLD MINERS ETF $8,3920.00%67 67— $8,392 新建仓
CRML CRITICAL METALS CORP PUBCO ORD SHS $8,3100.00%1,000 -1,000-50.0% -$8,310 重新持有
RBC RBC BEARINGS INC COM $8,2800.00%15 00.0% — 不变
MDU MDU RES GROUP INC COM $8,2310.00%391 20.5% $42 加仓