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
MRCY MERCURY SYS INC COM $8,2230.00%110 10.9% $75 加仓
— DIGITALBRIDGE GROUP INC CL A NEW $8,2040.00%531 5001,612.9% $7,725 加仓
— AVALONBAY CMNTYS INC COM $8,1890.00%50 -18-26.5% -$2,948 减仓
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF $8,1790.00%419 00.0% — 不变
WHR WHIRLPOOL CORP COM $8,1420.00%150 00.0% — 不变
FSCO FS CREDIT OPPORTUNITIES CORP COMMON STOCK $8,1420.00%1,581 00.0% — 不变
IYG ISHARES US FINANCIAL SERVICES ETF $8,1260.00%98 -32-24.6% -$2,653 减仓
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND $8,1240.00%98 00.0% — 不变
PNW PINNACLE WEST CAP CORP COM $8,1220.00%80 -102-56.0% -$1.04万 减仓
WTFC WINTRUST FINL CORP COM $8,1210.00%58 00.0% — 不变
MHO M/I HOMES INC COM $8,1180.00%66 00.0% — 不变
SSRM SSR MINING IN COM $8,1110.00%257 72.8% $221 加仓
IAUX I-80 GOLD CORP COM $8,0980.00%5,030 00.0% — 不变
PLXS PLEXUS CORP COM $8,0820.00%39 00.0% — 不变
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF $8,0730.00%128 00.0% — 不变
— PROASSURANCE CORP COM $8,0520.00%326 233250.5% $5,755 加仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $7,9950.00%310 -6,875-95.7% -$17.73万 减仓
ODFL OLD DOMINION FREIGHT LINE INC COM $7,9940.00%40 371,233.3% $7,394 加仓
— GALECTIN THERAPEUTICS INC COM NEW $7,9860.00%2,980 00.0% — 不变
VTS VITESSE ENERGY INC COMMON STOCK $7,9800.00%453 00.0% — 不变
KRG KITE REALTY GROUP TRUST COM NEW $7,9580.00%326 00.0% — 不变
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF $7,9230.00%388 00.0% — 不变
KYN KAYNE ANDERSON ENERGY INFRSTR COM $7,9180.00%575 00.0% — 不变
AKR ACADIA RLTY TR COM SH BEN INT $7,8940.00%410 00.0% — 不变
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF $7,8930.00%402 00.0% — 不变
INMD INMODE LTD SHS $7,8910.00%576 00.0% — 不变
IAG IAMGOLD CORP COM $7,8720.00%400 00.0% — 不变
VSAT VIASAT INC COM $7,8700.00%174 00.0% — 不变
DMLP DORCHESTER MINERALS L P COM UNIT $7,8670.00%287 00.0% — 不变
GTY GETTY RLTY CORP NEW COM $7,8550.00%245 00.0% — 不变
NHC NATIONAL HEALTHCARE CORP COM $7,8170.00%49 00.0% — 不变
FNV FRANCO NEV CORP COM $7,8160.00%31 13.3% $252 加仓
EMN EASTMAN CHEM CO COM $7,8080.00%103 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $7,8020.00%177 1702,428.6% $7,493 加仓
MLM MARTIN MARIETTA MATLS INC COM $7,7950.00%13 685.7% $3,598 加仓
SMMT SUMMIT THERAPEUTICS INC COM $7,7570.00%410 -595-59.2% -$1.13万 减仓
SIVR ABRDN PHYSICAL SILVER SHARES ETF $7,7300.00%108 00.0% — 不变
IHE ISHARES U.S. PHARMACEUTICALS ETF $7,7160.00%88 00.0% — 不变
A AGILENT TECHNOLOGIES INC COM $7,7000.00%67 00.0% — 不变
COHU COHU INC COM $7,7000.00%242 00.0% — 不变
BDN BRANDYWINE RLTY TR SH BEN INT NEW $7,6970.00%2,905 00.0% — 不变
TENB TENABLE HLDGS INC COM $7,6730.00%450 00.0% — 不变
HCMT DIREXION HCM TACTICAL ENHANCED US ETF $7,6430.00%217 00.0% — 不变
BTU PEABODY ENERGY CORP COM $7,6290.00%232 00.0% — 不变
PAYX PAYCHEX INC COM $7,6270.00%84 912.0% $817 加仓
NTR NUTRIEN LTD COM $7,6050.00%102 4578.9% $3,355 加仓
TDC TERADATA CORP DEL COM $7,5470.00%299 -686-69.6% -$1.73万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC COM $7,5360.00%26 00.0% — 不变
XERS XERIS BIOPHARMA HOLDINGS INC COM $7,5320.00%1,247 988.5% $592 加仓
NGS NATURAL GAS SVCS GROUP INC COM $7,5250.00%201 00.0% — 不变
BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR $7,5190.00%106 -11-9.4% -$780 减仓
BBAX JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF $7,5050.00%125 125— $7,505 新建仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $7,4290.00%157 00.0% — 不变
— SOLID BIOSCIENCES INC COM NEW $7,4170.00%1,005 1,005— $7,417 新建仓
NAK NORTHERN DYNASTY MINERALS LTD COM NEW $7,4000.00%5,000 00.0% — 不变
— NUVALENT INC COM $7,3950.00%70 1322.8% $1,373 加仓
PBH PRESTIGE CONSMR HEALTHCARE INC COM $7,3830.00%128 00.0% — 不变
BBCA JPMORGAN BETABUILDERS CANADA ETF $7,3810.00%78 78— $7,381 新建仓
GPC GENUINE PARTS CO COM $7,3690.00%70 -74-51.4% -$7,790 减仓
URGN UROGEN PHARMA LTD COM $7,3490.00%388 -100-20.5% -$1,894 减仓
IBND SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF $7,3230.00%235 00.0% — 不变
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF $7,3180.00%392 00.0% — 不变
SYF SYNCHRONY FINANCIAL COM $7,3160.00%107 00.0% — 不变
BXP BXP INC COM $7,2960.00%143 00.0% — 不变
ARI APOLLO COML REAL ESTATE FIN COM $7,2800.00%691 00.0% — 不变
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND $7,2800.00%73 710.6% $698 加仓
RIOT RIOT PLATFORMS INC COM $7,2790.00%580 00.0% — 不变
BBEU JPMORGAN BETABUILDERS EUROPE ETF $7,2780.00%99 99— $7,278 新建仓
PLAB PHOTRONICS INC COM $7,2770.00%178 100128.2% $4,088 加仓
ACT ENACT HLDGS INC COM $7,2720.00%179 157713.6% $6,378 加仓
NJR NEW JERSEY RES CORP COM $7,2590.00%132 00.0% — 不变
PAAS PAN AMERN SILVER CORP COM $7,2250.00%130 99319.4% $5,502 加仓
GFI GOLD FIELDS LTD SPONSORED ADR $7,2200.00%150 00.0% — 不变
SILJ AMPLIFY JUNIOR SILVER MINERS ETF $7,2100.00%234 234— $7,210 新建仓
ESGD ISHARES ESG AWARE MSCI EAFE ETF $7,1970.00%74 00.0% — 不变
WAT WATERS CORP COM $7,1970.00%24 24— $7,197 新建仓
WCN WASTE CONNECTIONS INC COM $7,1660.00%44 822.2% $1,303 加仓
IGOV ISHARES INTERNATIONAL TREASURY BOND ETF $7,1630.00%174 00.0% — 不变
PARR PAR PAC HOLDINGS INC COM NEW $7,1540.00%116 00.0% — 不变
FIG FIGMA INC CLASS A COM STK $7,1470.00%350 00.0% — 不变
WSC WILLSCOT HLDGS CORP COM CL A $7,1440.00%405 -763-65.3% -$1.35万 减仓
TNL TRAVEL PLUS LEISURE CO COM $7,1440.00%100 00.0% — 不变
— ISHARES FINTECH ACTIVE ETF $7,1380.00%323 00.0% — 不变
NBHC NATIONAL BK HLDGS CORP CL A $7,1010.00%180 21.1% $79 加仓
PFGC PERFORMANCE FOOD GROUP CO COM $7,0760.00%84 -1-1.2% -$84 减仓
ASO ACADEMY SPORTS & OUTDOORS INC COM $7,0590.00%122 00.0% — 不变
NWN NORTHWEST NAT HLDG CO COM $7,0530.00%131 1412.0% $754 加仓
— VUZIX CORP COM NEW $7,0500.00%3,000 00.0% — 不变
— SUN CTRY AIRLS HLDGS INC COM $7,0470.00%418 00.0% — 不变
NTCT NETSCOUT SYS INC COM $7,0110.00%217 00.0% — 不变
AM ANTERO MIDSTREAM CORP COM $6,9910.00%310 103.3% $226 加仓
CINF CINCINNATI FINL CORP COM $6,9540.00%44 2191.3% $3,319 加仓
BITO PROSHARES BITCOIN ETF $6,8890.00%736 500211.9% $4,680 加仓
CVNA CARVANA CO CL A $6,8660.00%22 00.0% — 不变
AORT ARTIVION INC COM $6,8660.00%201 4125.6% $1,401 加仓
— ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF $6,8530.00%270 00.0% — 不变
CWK CUSHMAN AND WAKEFIELD LTD COMMON SHARES $6,8380.00%547 00.0% — 不变
LH LABCORP HOLDINGS INC COM SHS $6,8250.00%25 13108.3% $3,549 加仓
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND $6,8110.00%42 42— $6,811 新建仓
MWA MUELLER WTR PRODS INC COM SER A $6,7990.00%242 00.0% — 不变