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
JEMA JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF $5,2490.00%100 00.0% — 不变
MTX MINERALS TECHNOLOGIES INC COM $5,2340.00%73 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A $5,2300.00%132 00.0% — 不变
VICR VICOR CORP COM $5,2190.00%33 00.0% — 不变
CNP CENTERPOINT ENERGY INC COM $5,2160.00%121 5172.9% $2,198 加仓
CLSK CLEANSPARK INC COM NEW $5,2150.00%605 00.0% — 不变
DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND $5,1820.00%60 00.0% — 不变
TXUE THORNBURG INTERNATIONAL EQUITY ETF $5,1650.00%158 158— $5,165 新建仓
ADEA ADEIA INC COM $5,1440.00%205 00.0% — 不变
AON AON PLC SHS CL A $5,1410.00%16 -12-42.9% -$3,856 减仓
COLB COLUMBIA BKG SYS INC COM $5,1050.00%183 10.5% $28 加仓
— THOR EQUAL WEIGHT LOW VOLATILITY ETF $5,1010.00%160 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW COM $5,0950.00%333 00.0% — 不变
FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF $5,0950.00%116 00.0% — 不变
KIE STATE STREET SPDR S&P INSURANCE ETF $5,0870.00%93 00.0% — 不变
OVV OVINTIV INC COM $5,0780.00%88 88— $5,078 新建仓
UPST UPSTART HLDGS INC COM $5,0720.00%200 00.0% — 不变
JRI NUVEEN REAL ASSET INCOME & GRO COM $5,0630.00%404 404— $5,063 新建仓
— SMI 3FOURTEEN FULL-CYCLE TREND ETF $5,0560.00%202 00.0% — 不变
TKO TKO GROUP HOLDINGS INC CL A $5,0380.00%25 14127.3% $2,821 加仓
BCX BLACKROCK RES & COMMODITIES ST SHS $5,0350.00%412 00.0% — 不变
RGLD ROYAL GOLD INC COM $5,0230.00%19 15.6% $264 加仓
EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF $5,0220.00%200 200— $5,022 新建仓
USPH U S PHYSICAL THERAPY COM $5,0130.00%67 00.0% — 不变
ABNB AIRBNB INC COM CL A $5,0080.00%40 00.0% — 不变
AEG AEGON LTD AMER REG 1 CERT $5,0040.00%679 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP NEW COM $4,9920.00%117 -132-53.0% -$5,632 减仓
MDB MONGODB INC CL A $4,9870.00%20 -4-16.7% -$997 减仓
ALK ALASKA AIR GROUP INC COM $4,9700.00%132 00.0% — 不变
ROUS HARTFORD MULTIFACTOR US EQUITY ETF $4,9400.00%83 00.0% — 不变
BFLY BUTTERFLY NETWORK INC COM CL A $4,9080.00%1,200 00.0% — 不变
RGA REINSURANCE GROUP AMER INC COM NEW $4,9020.00%24 00.0% — 不变
EWW ISHARES MSCI MEXICO ETF $4,8880.00%64 64— $4,888 新建仓
RQI COHEN & STEERS QUALITY INCOME COM $4,8760.00%400 00.0% — 不变
GFF GRIFFON CORP COM $4,8640.00%66 00.0% — 不变
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND $4,8640.00%55 00.0% — 不变
— SIREN NEXGEN ECONOMY ETF $4,8560.00%230 00.0% — 不变
EWC ISHARES MSCI CANADA ETF $4,8480.00%88 911.4% $496 加仓
PRDO PERDOCEO ED CORP COM $4,8390.00%128 00.0% — 不变
BGC BGC GROUP INC CL A $4,8280.00%491 -229-31.8% -$2,252 减仓
HFWA HERITAGE FINL CORP WASH COM $4,8270.00%185 10.5% $26 加仓
OII OCEANEERING INTL INC COM $4,8120.00%140 00.0% — 不变
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $4,8000.00%236 00.0% — 不变
— STELLAR BANCORP INC COM $4,7840.00%130 00.0% — 不变
SLVP ISHARES MSCI GLOBAL SILVER MINERS ETF $4,7660.00%129 00.0% — 不变
IMNM IMMUNOME INC COM $4,7590.00%212 212— $4,759 新建仓
XRT STATE STREET SPDR S&P RETAIL ETF $4,7550.00%59 59— $4,755 新建仓
ACAD ACADIA PHARMACEUTICALS INC COM $4,7320.00%212 -383-64.4% -$8,549 减仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT $4,7300.00%500 500— $4,730 新建仓
MCY MERCURY GENL CORP NEW COM $4,7180.00%54 00.0% — 不变
ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF $4,7170.00%144 144— $4,717 新建仓
JGRO JPMORGAN ACTIVE GROWTH ETF $4,7090.00%55 23.8% $171 加仓
DBD DIEBOLD NIXDORF INC COM SHS $4,6600.00%60 00.0% — 不变
GVA GRANITE CONSTR INC COM $4,6590.00%38 00.0% — 不变
BCE BCE INC COM NEW $4,6520.00%183 00.0% — 不变
TY TRI CONTL CORP COM $4,6470.00%145 6070.6% $1,923 加仓
CELH CELSIUS HLDGS INC COM NEW $4,6350.00%135 00.0% — 不变
— NOBLE CORP PLC WT EXP 020428 $4,6070.00%158 00.0% — 不变
HDV ISHARES CORE HIGH DIVIDEND ETF $4,5960.00%34 -145-81.0% -$1.96万 减仓
PBI PITNEY BOWES INC COM $4,5940.00%413 30.7% $33 加仓
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF $4,5890.00%101 00.0% — 不变
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF $4,5860.00%54 00.0% — 不变
RAVI FLEXSHARES ULTRA-SHORT INCOME FUND $4,5840.00%61 61— $4,584 新建仓
— ENVIRI CORP COM $4,5770.00%232 00.0% — 不变
BHK BLACKROCK CORE BD TR SHS BEN INT $4,5750.00%500 00.0% — 不变
JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF $4,5650.00%106 00.0% — 不变
WULF TERAWULF INC COM $4,5610.00%315 00.0% — 不变
VNOM VIPER ENERGY INC CL A $4,5400.00%100 100— $4,540 新建仓
PAPI PARAMETRIC EQUITY PREMIUM INCOME ETF $4,5380.00%166 166— $4,538 新建仓
BCPC BALCHEM CORP COM $4,5280.00%26 00.0% — 不变
CURB CURBLINE PPTYS CORP COM $4,5180.00%174 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP COM CL B $4,5050.00%487 -2,278-82.4% -$2.11万 减仓
— NANO DIMENSION LTD SPONSORD ADS NEW $4,5010.00%2,695 00.0% — 不变
MLPA GLOBAL X MLP ETF $4,4930.00%84 00.0% — 不变
ARQT ARCUTIS BIOTHERAPEUTICS INC COM $4,4830.00%186 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC COM CL A $4,4820.00%300 00.0% — 不变
HIMS HIMS & HERS HEALTH INC COM CL A $4,4640.00%225 00.0% — 不变
EXK ENDEAVOUR SILVER CORP COM $4,4540.00%464 00.0% — 不变
UNFI UNITED NAT FOODS INC COM $4,4370.00%99 00.0% — 不变
GWW WW GRAINGER INC COM $4,4370.00%4 3300.0% $3,328 加仓
BWX SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF $4,4360.00%202 -1,282-86.4% -$2.82万 减仓
LEO BNY MELLON STRATEGIC MUNS INC COM $4,4310.00%700 00.0% — 不变
BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF $4,4270.00%265 00.0% — 不变
PATH UIPATH INC CL A $4,4080.00%400 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC SHS $4,3830.00%68 68— $4,383 新建仓
OI O-I GLASS INC COM $4,3710.00%412 -344-45.5% -$3,650 减仓
AMR ALPHA METALLURGICAL RESOUR INC COM $4,3630.00%22 00.0% — 不变
JCPB JPMORGAN CORE PLUS BOND ETF $4,3600.00%93 00.0% — 不变
APTV APTIV PLC COM SHS $4,3460.00%70 -2-2.8% -$124 减仓
CLS CELESTICA INC COM $4,3310.00%15 00.0% — 不变
CASH PATHWARD FINANCIAL INC COM $4,3260.00%48 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC COM $4,3260.00%7 5250.0% $3,090 加仓
JNUG DIREXION DAILY JUNIOR GOLD MINERS INDEX BULL 2X ETF $4,3200.00%20 00.0% — 不变
HYT BLACKROCK CORPOR HI YLD FD INC COM $4,3150.00%505 505— $4,315 新建仓
— APOGEE THERAPEUTICS INC COM $4,2960.00%51 51— $4,296 新建仓
ADMA ADMA BIOLOGICS INC COM $4,2910.00%471 -539-53.4% -$4,911 减仓
CNQ CANADIAN NAT RES LTD MED TERM COM $4,2840.00%92 -94-50.5% -$4,377 减仓
— LEXINFINTECH HLDGS LTD ADR $4,2800.00%2,000 00.0% — 不变
EXE EXPAND ENERGY CORPORATION COM $4,2620.00%40 381,900.0% $4,049 加仓
UCTT ULTRA CLEAN HLDGS INC COM $4,2550.00%67 00.0% — 不变