Sound Income Strategies, LLC
FT LAUDERDALE FL · SEC CIK 0001730960
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO COM | $547.78万 | 0.26% | 5,739 | 105 | 1.9% | $10.02万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $538.94万 | 0.26% | 125,628 | 6,699 | 5.6% | $28.74万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $537.00万 | 0.26% | 133,815 | 5,990 | 4.7% | $24.04万 | 加仓 |
| WEN | WENDYS CO COM | $532.25万 | 0.26% | 771,376 | 11,309 | 1.5% | $7.80万 | 加仓 |
| GLD | SPDR GOLD SHARES | $512.17万 | 0.25% | 11,698 | 626 | 5.7% | $27.41万 | 加仓 |
| PGX | INVESCO PREFERRED ETF | $495.28万 | 0.24% | 451,487 | -11,842 | -2.6% | -$12.99万 | 减仓 |
| TSN | TYSON FOODS INC CL A | $470.13万 | 0.23% | 73,115 | 2,822 | 4.0% | $18.15万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $462.17万 | 0.22% | 70,711 | 4,331 | 6.5% | $28.31万 | 加仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $448.60万 | 0.22% | 251,742 | -12,286 | -4.7% | -$21.89万 | 减仓 |
| — | GLOBAL X SUPERINCOME PREFERRED ETF | $445.77万 | 0.22% | 503,122 | -25,770 | -4.9% | -$22.83万 | 减仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $441.59万 | 0.21% | 251,262 | -14,028 | -5.3% | -$24.65万 | 减仓 |
| LKQ | LKQ CORP COM | $434.61万 | 0.21% | 148,282 | 6,609 | 4.7% | $19.37万 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $433.21万 | 0.21% | 87,262 | 69,230 | 383.9% | $343.69万 | 加仓 |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | $431.09万 | 0.21% | 221,638 | -10,039 | -4.3% | -$19.53万 | 减仓 |
| SNY | SANOFI SA SPONSORED ADR | $427.87万 | 0.21% | 89,643 | 4,407 | 5.2% | $21.03万 | 加仓 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $424.34万 | 0.20% | 230,743 | -11,978 | -4.9% | -$22.03万 | 减仓 |
| MTCH | MATCH GROUP INC NEW COM | $424.15万 | 0.20% | 136,207 | 9,034 | 7.1% | $28.13万 | 加仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $421.01万 | 0.20% | 136,899 | -6,370 | -4.4% | -$19.59万 | 减仓 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $420.14万 | 0.20% | 204,051 | -11,198 | -5.2% | -$23.06万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $415.62万 | 0.20% | 11,181 | 1,094 | 10.8% | $40.67万 | 加仓 |
| GEN | GEN DIGITAL INC COM | $398.03万 | 0.19% | 212,736 | 18,173 | 9.3% | $34.00万 | 加仓 |
| — | EXXON MOBIL CORP COM | $394.19万 | 0.19% | 24,517 | 949 | 4.0% | $15.26万 | 加仓 |
| AVGO | BROADCOM INC COM | $393.88万 | 0.19% | 12,564 | 379 | 3.1% | $11.88万 | 加仓 |
| OTEX | OPEN TEXT CORP COM | $380.89万 | 0.18% | 168,985 | 168,985 | — | $380.89万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PLC SHS | $374.85万 | 0.18% | 106,553 | 3,493 | 3.4% | $12.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $355.38万 | 0.17% | 12,031 | 433 | 3.7% | $12.79万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $354.69万 | 0.17% | 5,413 | 91 | 1.7% | $5.96万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $349.40万 | 0.17% | 30,486 | 281 | 0.9% | $3.22万 | 加仓 |
| STLA | STELLANTIS N.V SHS | $338.04万 | 0.16% | 454,969 | 53,978 | 13.5% | $40.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $314.71万 | 0.15% | 6,577 | 143 | 2.2% | $6.84万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $295.21万 | 0.14% | 64,052 | 3,631 | 6.0% | $16.74万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $284.24万 | 0.14% | 15,393 | 2,574 | 20.1% | $47.53万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $280.09万 | 0.14% | 91,802 | 5,318 | 6.1% | $16.23万 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $273.54万 | 0.13% | 124,167 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $269.19万 | 0.13% | 21,580 | -2,649 | -10.9% | -$33.04万 | 减仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $256.07万 | 0.12% | 102,716 | 16,462 | 19.1% | $41.04万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $229.84万 | 0.11% | 9,372 | 500 | 5.6% | $12.26万 | 加仓 |
| CAT | CATERPILLAR INC COM | $220.98万 | 0.11% | 3,026 | 35 | 1.2% | $2.56万 | 加仓 |
| EIX | EDISON INTL COM | $214.38万 | 0.10% | 29,135 | -559 | -1.9% | -$4.11万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $200.87万 | 0.10% | 35,609 | 3,160 | 9.7% | $17.83万 | 加仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $192.49万 | 0.09% | 67,001 | 9,470 | 16.5% | $27.21万 | 加仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $190.44万 | 0.09% | 39,008 | 6,721 | 20.8% | $32.81万 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $189.15万 | 0.09% | 156,195 | 21,215 | 15.7% | $25.69万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $188.64万 | 0.09% | 34,341 | -1,412 | -3.9% | -$7.76万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $188.33万 | 0.09% | 21,156 | -615 | -2.8% | -$5.47万 | 减仓 |
| HD | HOME DEPOT INC COM | $183.32万 | 0.09% | 5,563 | -217 | -3.8% | -$7.15万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $181.82万 | 0.09% | 8,597 | 1,133 | 15.2% | $23.96万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $178.14万 | 0.09% | 43,502 | -1,779 | -3.9% | -$7.28万 | 减仓 |
| NFLX | NETFLIX INC. COM | $174.87万 | 0.08% | 18,301 | -682 | -3.6% | -$6.52万 | 减仓 |
| MCD | MCDONALDS CORP COM | $171.77万 | 0.08% | 5,590 | 35 | 0.6% | $1.08万 | 加仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF | $170.39万 | 0.08% | 51,398 | -1,648 | -3.1% | -$5.46万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $167.37万 | 0.08% | 11,082 | -2,049 | -15.6% | -$30.94万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $160.58万 | 0.08% | 4,968 | -4,274 | -46.2% | -$138.15万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $156.67万 | 0.08% | 5,421 | -23 | -0.4% | -$6,647 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $155.10万 | 0.07% | 1,556 | 191 | 14.0% | $19.04万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $154.05万 | 0.07% | 21,919 | 5,650 | 34.7% | $39.71万 | 加仓 |
| FTXL | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $151.02万 | 0.07% | 9,922 | 61 | 0.6% | $9,284 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $144.36万 | 0.07% | 68,711 | 8,837 | 14.8% | $18.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $143.57万 | 0.07% | 5,881 | 82 | 1.4% | $2.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $143.48万 | 0.07% | 15,452 | -6,981 | -31.1% | -$64.82万 | 减仓 |
| SRE | SEMPRA COM | $141.88万 | 0.07% | 14,565 | 30 | 0.2% | $2,922 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $139.85万 | 0.07% | 5,928 | -190 | -3.1% | -$4.48万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $139.71万 | 0.07% | 4,361 | -745 | -14.6% | -$23.87万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $137.29万 | 0.07% | 3,109 | 340 | 12.3% | $15.01万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $136.42万 | 0.07% | 23,229 | 476 | 2.1% | $2.80万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $133.61万 | 0.06% | 27,118 | 784 | 3.0% | $3.86万 | 加仓 |
| FXR | FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND | $132.50万 | 0.06% | 16,058 | -560 | -3.4% | -$4.62万 | 减仓 |
| FIW | FIRST TRUST WATER ETF | $129.74万 | 0.06% | 12,460 | -548 | -4.2% | -$5.71万 | 减仓 |
| — | REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF | $126.82万 | 0.06% | 31,532 | -5,953 | -15.9% | -$23.94万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $125.80万 | 0.06% | 10,070 | 584 | 6.2% | $7.30万 | 加仓 |
| QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $125.08万 | 0.06% | 5,709 | -217 | -3.7% | -$4.75万 | 减仓 |
| — | VANECK INTERNATIONAL HIGH YIELD BOND ETF | $124.31万 | 0.06% | 58,074 | 6,481 | 12.6% | $13.87万 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $119.63万 | 0.06% | 13,089 | -3,706 | -22.1% | -$33.87万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $119.44万 | 0.06% | 19,162 | 3,502 | 22.4% | $21.83万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $118.26万 | 0.06% | 5,991 | -28 | -0.5% | -$5,527 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $117.53万 | 0.06% | 1,276 | -2 | -0.2% | -$1,842 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $114.45万 | 0.06% | 11,606 | 783 | 7.2% | $7.72万 | 加仓 |
| V | VISA INC COM CL A | $113.05万 | 0.05% | 3,787 | 62 | 1.7% | $1.85万 | 加仓 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $111.63万 | 0.05% | 11,173 | 2,276 | 25.6% | $22.74万 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $109.48万 | 0.05% | 22,481 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $106.42万 | 0.05% | 5,133 | 113 | 2.3% | $2.34万 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $106.16万 | 0.05% | 10,369 | -102 | -1.0% | -$1.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $104.40万 | 0.05% | 2,838 | 3 | 0.1% | $1,104 | 加仓 |
| SLV | ISHARES SILVER TRUST | $104.15万 | 0.05% | 15,284 | -9,828 | -39.1% | -$66.97万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $102.35万 | 0.05% | 13,598 | -1,763 | -11.5% | -$13.27万 | 减仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $100.38万 | 0.05% | 19,999 | 7,633 | 61.7% | $38.31万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $96.20万 | 0.05% | 4,891 | 873 | 21.7% | $17.17万 | 加仓 |
| FXU | FIRST TRUST UTILITIES ALPHADEX FUND | $94.33万 | 0.05% | 18,923 | 1,271 | 7.2% | $6.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $90.37万 | 0.04% | 18,297 | -7,184 | -28.2% | -$35.48万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $89.42万 | 0.04% | 13,727 | 1,390 | 11.3% | $9.05万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $85.06万 | 0.04% | 6,305 | -143 | -2.2% | -$1.93万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $84.36万 | 0.04% | 8,521 | -2,067 | -19.5% | -$20.46万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $83.88万 | 0.04% | 5,726 | -111 | -1.9% | -$1.63万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $82.42万 | 0.04% | 9,114 | 165 | 1.8% | $1.49万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $81.43万 | 0.04% | 3,091 | 620 | 25.1% | $16.33万 | 加仓 |
| KLAC | KLA CORP COM NEW | $77.37万 | 0.04% | 509 | -3 | -0.6% | -$4,560 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $77.13万 | 0.04% | 5,213 | 100 | 2.0% | $1.48万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $75.61万 | 0.04% | 1,624 | -67 | -4.0% | -$3.12万 | 减仓 |
| AMGN | AMGEN INC COM | $75.36万 | 0.04% | 2,133 | -545 | -20.4% | -$19.25万 | 减仓 |
| FXL | FIRST TRUST TECHNOLOGY ALPHADEX FUND | $75.23万 | 0.04% | 4,645 | 0 | 0.0% | — | 不变 |