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
FTSD FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF $2,4440.00%27 00.0% — 不变
BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF $2,4430.00%85 00.0% — 不变
NPK NATIONAL PRESTO INDS INC COM $2,4300.00%17 00.0% — 不变
EUFN ISHARES MSCI EUROPE FINANCIALS ETF $2,4170.00%68 -478-87.5% -$1.70万 减仓
OKLO OKLO INC COM CL A $2,4040.00%50 00.0% — 不变
NTNX NUTANIX INC CL A $2,3970.00%63 00.0% — 不变
OKTA OKTA INC CL A $2,3740.00%30 00.0% — 不变
SCHL SCHOLASTIC CORP COM $2,3560.00%61 11.7% $39 加仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $2,3400.00%76 40111.1% $1,232 加仓
FFIN FIRST FINL BANKSHARES INC COM $2,3280.00%78 00.0% — 不变
GCOW PACER GLOBAL CASH COWS DIVIDEND ETF $2,3270.00%50 00.0% — 不变
BHE BENCHMARK ELECTRS INC COM $2,3110.00%40 00.0% — 不变
— FIRST TRUST NASDAQ FOOD & BEVERAGE ETF $2,2960.00%104 00.0% — 不变
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF $2,2840.00%50 00.0% — 不变
SCI SERVICE CORP INTL COM $2,2830.00%28 13.7% $82 加仓
AGI ALAMOS GOLD INC COM CL A $2,2810.00%50 50— $2,281 新建仓
WDFC WD 40 CO COM $2,2620.00%11 00.0% — 不变
BSOL BITWISE SOLANA STAKING ETF $2,2480.00%200 00.0% — 不变
NVMI NOVA LTD COM $2,2290.00%5 125.0% $446 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME COM $2,2250.00%195 00.0% — 不变
SCMC STERLING CAPITAL MULTI-STRATEGY INCOME ETF $2,2130.00%89 4289.4% $1,044 加仓
TEM TEMPUS AI INC CL A $2,2100.00%47 -137-74.5% -$6,442 减仓
— KENNEDY-WILSON HOLDINGS INC COM $2,2040.00%204 00.0% — 不变
CVE CENOVUS ENERGY INC COM $2,1950.00%85 00.0% — 不变
BLDP BALLARD PWR SYS INC NEW COM $2,1830.00%906 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INC COM $2,1830.00%17 00.0% — 不变
HNI HNI CORP COM $2,1740.00%65 00.0% — 不变
SOXQ INVESCO PHLX SEMICONDUCTOR ETF $2,1500.00%35 00.0% — 不变
— YIELDMAX ULTRA OPTION INCOME STRATEGY ETF $2,1430.00%70 70— $2,143 新建仓
MKSI MKS INC. COM $2,1240.00%9 9— $2,124 新建仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $2,1210.00%20 00.0% — 不变
EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF $2,1210.00%22 22— $2,121 新建仓
AHCO ADAPTHEALTH CORP COMMON STOCK $2,0760.00%175 00.0% — 不变
GGG GRACO INC COM $2,0630.00%24 12100.0% $1,032 加仓
HSAI HESAI GROUP SPONSORED ADS $2,0500.00%100 -175-63.6% -$3,588 减仓
VSNT VERSANT MEDIA GROUP INC COM CL A $2,0450.00%55 -39-41.5% -$1,450 减仓
WGO WINNEBAGO INDS INC COM $2,0390.00%68 11.5% $30 加仓
OFG OFG BANCORP COM $2,0380.00%50 12.0% $41 加仓
PULS PGIM ULTRA SHORT BOND ETF $2,0350.00%41 -523-92.7% -$2.60万 减仓
VMI VALMONT INDS INC COM $2,0330.00%5 00.0% — 不变
FIDU FIDELITY MSCI INDUSTRIAL INDEX ETF $2,0230.00%23 00.0% — 不变
WS WORTHINGTON STL INC COM SHS $2,0200.00%65 34.8% $93 加仓
RES RPC INC COM $2,0130.00%300 20.7% $13 加仓
WABC WESTAMERICA BANCORPORATION COM $2,0040.00%39 12.6% $51 加仓
VFMO VANGUARD U.S. MOMENTUM FACTOR ETF $2,0020.00%10 10— $2,002 新建仓
FBNC FIRST BANCORP N C COM $1,9910.00%35 00.0% — 不变
VALE VALE S A SPONSORED ADS $1,9740.00%123 -142-53.6% -$2,279 减仓
— SERVICE PPTYS TR COM SH BEN INT $1,9710.00%1,670 00.0% — 不变
— INVESCO GLOBAL CLEAN ENERGY ETF $1,9660.00%109 00.0% — 不变
NUMV NUVEEN ESG MID-CAP VALUE ETF $1,9500.00%50 00.0% — 不变
LQDT LIQUIDITY SVCS INC COM $1,9440.00%63 00.0% — 不变
UFPT UFP TECHNOLOGIES INC COM $1,9400.00%10 -16-61.5% -$3,104 减仓
DRD DRDGOLD LIMITED SPON ADR REPSTG $1,9390.00%63 00.0% — 不变
FIZZ NATIONAL BEVERAGE CORP COM $1,9290.00%57 714.0% $237 加仓
TILE INTERFACE INC COM $1,9240.00%75 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $1,9180.00%20 00.0% — 不变
NWSA NEWS CORP NEW CL A $1,9180.00%78 00.0% — 不变
ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT $1,9060.00%341 00.0% — 不变
FTRE FORTREA HLDGS INC COMMON STOCK $1,9020.00%200 00.0% — 不变
ROKU ROKU INC COM CL A $1,8980.00%20 00.0% — 不变
COLL COLLEGIUM PHARMACEUTICAL INC COM $1,8950.00%57 00.0% — 不变
NE NOBLE CORP PLC ORD SHS A $1,8920.00%39 00.0% — 不变
— BLAIZE HLDGS INC COM $1,8900.00%1,000 00.0% — 不变
CBRL CRACKER BARREL OLD CTRY STORE COM $1,8840.00%66 00.0% — 不变
MD PEDIATRIX MEDICAL GROUP INC COM $1,8840.00%91 00.0% — 不变
RLI RLI CORP COM $1,8790.00%33 00.0% — 不变
— RELATIVE STRENGTH MANAGED VOLATILITY STRATEGY ETF 1SHS $1,8710.00%70 00.0% — 不变
TTD THE TRADE DESK INC COM CL A $1,8680.00%85 -270-76.1% -$5,934 减仓
— DEFIANCE LARGE CAP EX-MAG 7 ETF $1,8520.00%83 83— $1,852 新建仓
STRA STRATEGIC ED INC COM $1,8510.00%22 529.4% $421 加仓
IOT SAMSARA INC COM CL A $1,8470.00%58 58— $1,847 新建仓
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF $1,8380.00%20 -118-85.5% -$1.08万 减仓
— YIELDMAX MRNA OPTION INCOME STRATEGY ETF $1,8350.00%100 100— $1,835 新建仓
— ISHARES MSCI BIC ETF $1,8330.00%45 00.0% — 不变
PRK PARK NATL CORP COM $1,8330.00%11 00.0% — 不变
PHIN PHINIA INC COMMON STOCK $1,8270.00%26 00.0% — 不变
— ROUNDHILL SPORTS BETTING & IGAMING ETF $1,8170.00%100 00.0% — 不变
RDW REDWIRE CORPORATION COM $1,8160.00%200 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $1,8100.00%25 00.0% — 不变
— YIELDMAX SMCI OPTION INCOME STRATEGY ETF $1,8050.00%330 00.0% — 不变
PPLI IAC INC COM NEW $1,7990.00%45 45— $1,799 新建仓
AXTA AXALTA COATING SYS LTD COM $1,7980.00%65 00.0% — 不变
GRFS GRIFOLS S A SP ADR REP B NVT $1,7820.00%216 189.1% $148 加仓
MATW MATTHEWS INTL CORP CL A $1,7780.00%70 00.0% — 不变
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF $1,7710.00%27 -150-84.7% -$9,839 减仓
EVGO EVGO INC CL A COM $1,7700.00%1,000 00.0% — 不变
CRMD CORMEDIX INC COM $1,7550.00%250 250— $1,755 新建仓
AVIG AVANTIS CORE FIXED INCOME ETF $1,7460.00%42 927.3% $374 加仓
OWL BLUE OWL CAPITAL INC COM CL A $1,7420.00%200 00.0% — 不变
WING WINGSTOP INC COM $1,7420.00%12 12— $1,742 新建仓
PII POLARIS INC COM $1,7350.00%32 13.2% $54 加仓
EXPD EXPEDITORS INTL WASH INC COM $1,7320.00%12 12— $1,732 新建仓
FWRD FORWARD AIR CORP COM $1,7230.00%100 00.0% — 不变
FDLO FIDELITY LOW VOLATILITY FACTOR ETF $1,7090.00%26 1285.7% $789 加仓
BALL BALL CORP COM $1,7020.00%28 00.0% — 不变
CRH CRH PLC ORD $1,6990.00%16 -15-48.4% -$1,593 减仓
FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND $1,6920.00%74 74— $1,692 新建仓
GBX GREENBRIER COS INC COM $1,6510.00%31 00.0% — 不变
MATX MATSON INC COM $1,6490.00%10 00.0% — 不变
— TEUCRIUM CORN FUND $1,6360.00%90 -10-10.0% -$182 减仓