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
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF $1,6310.00%33 00.0% — 不变
HOG HARLEY DAVIDSON INC COM $1,6260.00%80 00.0% — 不变
IMKTA INGLES MKTS INC CL A $1,6240.00%18 18— $1,624 新建仓
— YIELDMAX SNOW OPTION INCOME STRATEGY ETF $1,5880.00%200 00.0% — 不变
— GENPREX INC COM NEW $1,5800.00%1,000 1,000— $1,580 新建仓
RWO STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF $1,5730.00%34 00.0% — 不变
— STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF $1,5700.00%37 00.0% — 不变
RPRX ROYALTY PHARMA PLC SHS CLASS A $1,5690.00%32 00.0% — 不变
SM SM ENERGY COMPANY COM $1,5640.00%53 00.0% — 不变
JD JD.COM INC SPON ADS CL A $1,5590.00%54 00.0% — 不变
— INVESCO ALERIAN GALAXY CRYPTO ECONOMY ETF $1,5510.00%109 00.0% — 不变
NEO NEOGENOMICS INC COM NEW $1,5500.00%200 00.0% — 不变
PLUG PLUG PWR INC COM NEW $1,5370.00%683 00.0% — 不变
NWBI NORTHWEST BANCSHARES INC COM $1,5310.00%119 21.7% $26 加仓
— LEGGETT & PLATT INC COM $1,5300.00%155 -1,929-92.6% -$1.90万 减仓
SNAP SNAP INC CL A $1,5290.00%312 00.0% — 不变
IWN ISHARES RUSSELL 2000 VALUE ETF $1,5160.00%8 00.0% — 不变
ALM ALMONTY INDS INC COM NEW $1,5020.00%100 00.0% — 不变
DXC DXC TECHNOLOGY CO COM $1,4920.00%119 -1,507-92.7% -$1.89万 减仓
PFBC PREFERRED BK LOS ANGELES CA COM NEW $1,4920.00%16 00.0% — 不变
BMRN BIOMARIN PHARMACEUTICAL INC COM $1,4880.00%26 00.0% — 不变
— KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF $1,4860.00%80 -356-81.7% -$6,613 减仓
AGNT EXP WORLD HLDGS INC COM $1,4830.00%250 -398-61.4% -$2,361 减仓
EWJ ISHARES MSCI JAPAN ETF $1,4700.00%17 9112.5% $778 重新持有
APLD APPLIED DIGITAL CORP COM NEW $1,4690.00%60 00.0% — 不变
CHCO CITY HLDG CO COM $1,4670.00%12 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW $1,4640.00%610 00.0% — 不变
INGR INGREDION INC COM $1,4460.00%13 00.0% — 不变
— CANARY XRP ETF $1,4370.00%100 100— $1,437 新建仓
ROP ROPER TECHNOLOGIES INC COM $1,4230.00%4 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH $1,4230.00%26 00.0% — 不变
MNR MACH NATURAL RESOURCES LP COM UNIT LTD PAR $1,4230.00%104 00.0% — 不变
— BTCS INC COM NEW $1,4180.00%1,020 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC COM NEW $1,4040.00%271 00.0% — 不变
TSHA TAYSHA GENE THERAPIES INC COM SHS $1,4010.00%325 00.0% — 不变
NSP INSPERITY INC COM $1,3930.00%52 00.0% — 不变
AGYS AGILYSYS INC COM $1,3920.00%20 -47-70.1% -$3,271 减仓
FLCA FRANKLIN FTSE CANADA ETF $1,3840.00%28 28— $1,384 新建仓
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF $1,3720.00%27 00.0% — 不变
HTO H2O AMERICA COM $1,3670.00%23 00.0% — 不变
OPFI OPPFI INC COM CL A $1,3640.00%180 00.0% — 不变
DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT $1,3490.00%199 00.0% — 不变
MLKN MILLERKNOLL INC COM $1,3470.00%93 00.0% — 不变
— STRIVE U.S. ENERGY ETF $1,3270.00%35 00.0% — 不变
CPNG COUPANG INC CL A $1,3240.00%70 -682-90.7% -$1.29万 减仓
PSNL PERSONALIS INC COM $1,3120.00%200 00.0% — 不变
RKLB ROCKET LAB CORP COM $1,3100.00%20 -577-96.6% -$3.78万 减仓
CAE CAE INC COM $1,2750.00%48 00.0% — 不变
FLJP FRANKLIN FTSE JAPAN ETF $1,2590.00%34 34— $1,259 新建仓
TNA DIREXION DAILY SMALL CAP BULL 3X ETF $1,2590.00%28 28— $1,259 新建仓
PLAY DAVE & BUSTERS ENTMT INC COM $1,2570.00%100 00.0% — 不变
MXL MAXLINEAR INC COM $1,2560.00%71 -247-77.7% -$4,369 减仓
— INVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF $1,2500.00%100 00.0% — 不变
CFR CULLEN FROST BANKERS INC COM $1,2480.00%9 9— $1,248 新建仓
JKHY HENRY JACK & ASSOC INC COM $1,2450.00%8 00.0% — 不变
FQAL FIDELITY QUALITY FACTOR ETF $1,2410.00%17 00.0% — 不变
NRIX NURIX THERAPEUTICS INC COM $1,2380.00%80 00.0% — 不变
CLDT CHATHAM LODGING TR COM $1,2360.00%158 00.0% — 不变
TXO TXO PARTNERS LP COM UNIT $1,2260.00%99 -683-87.3% -$8,458 减仓
FJAN FT VEST US EQUITY BUFFER ETF - JANUARY $1,2150.00%24 00.0% — 不变
— REVIVA PHARMACEUTCLS HLDGS INC COM NEW $1,2150.00%1,500 1,500— $1,215 新建仓
IQV IQVIA HLDGS INC COM $1,2070.00%7 -13-65.0% -$2,242 减仓
GT GOODYEAR TIRE & RUBR CO COM $1,1940.00%178 00.0% — 不变
BATRK ATLANTA BRAVES HLDGS INC COM SER C $1,1870.00%28 00.0% — 不变
LNN LINDSAY CORP COM $1,1860.00%10 00.0% — 不变
L LOEWS CORP COM $1,1740.00%11 00.0% — 不变
— FRANKLIN STR PPTYS CORP COM $1,1720.00%1,796 00.0% — 不变
SUI SUN CMNTYS INC COM $1,1660.00%9 -15-62.5% -$1,943 减仓
BTQ BTQ TECHNOLOGIES CORP COM $1,1660.00%450 00.0% — 不变
PCEF INVESCO CEF INCOME COMPOSITE ETF $1,1450.00%60 00.0% — 不变
— NET LEASE OFFICE PROPERTIES COM $1,1410.00%98 1619.5% $186 加仓
SPXL DIREXION DAILY S&P 500 BULL 3X ETF $1,1350.00%6 6— $1,135 新建仓
AIN ALBANY INTL CORP CL A $1,1330.00%21 00.0% — 不变
RXO RXO INC COMMON STOCK $1,1310.00%75 00.0% — 不变
AER AERCAP HOLDINGS NV SHS $1,1260.00%8 00.0% — 不变
KRC KILROY REALTY CORP COM $1,1230.00%40 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC COM $1,1230.00%100 00.0% — 不变
POET POET TECHNOLOGIES INC COM NEW $1,1200.00%200 00.0% — 不变
GROY GOLD ROYALTY CORP COMMON SHARES $1,1160.00%300 00.0% — 不变
CNX CNX RES CORP COM $1,1140.00%29 29— $1,114 新建仓
TEAM ATLASSIAN CORPORATION CL A $1,1100.00%16 00.0% — 不变
DECK DECKERS OUTDOOR CORP COM $1,1100.00%11 00.0% — 不变
TFII TRANSFORCE INC COM $1,1080.00%10 00.0% — 不变
YYY AMPLIFY CEF HIGH INCOME ETF $1,1050.00%100 00.0% — 不变
BIIB BIOGEN INC COM $1,1030.00%6 00.0% — 不变
— COMPUGEN LTD ORD $1,1000.00%500 00.0% — 不变
U UNITY SOFTWARE INC COM $1,0980.00%50 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO COM $1,0820.00%5 -10-66.7% -$2,164 减仓
XPEL XPEL INC COM $1,0730.00%24 00.0% — 不变
— ROUNDHILL BITCOIN COVERED CALL STRATEGY ETF $1,0660.00%51 00.0% — 不变
HEI/A HEICO CORP NEW CL A $1,0620.00%5 00.0% — 不变
JHX JAMES HARDIE INDS PLC ORD SHS $1,0550.00%55 00.0% — 不变
VFC V F CORP COM $1,0550.00%62 00.0% — 不变
PSEC PROSPECT CAP CORP COM $1,0480.00%400 00.0% — 不变
PBW INVESCO WILDERHILL CLEAN ENERGY ETF $1,0420.00%33 00.0% — 不变
TQQQ PROSHARES ULTRAPRO QQQ $1,0380.00%24 24— $1,038 新建仓
INCY INCYTE CORP COM $1,0370.00%11 11— $1,037 新建仓
CF CF INDUSTRIES HOLD COM $1,0360.00%8 00.0% — 不变
JSI JANUS HENDERSON SECURITIZED INCOME ETF $1,0310.00%20 -73-78.5% -$3,763 减仓
BAP CREDICORP LTD COM $1,0240.00%3 00.0% — 不变