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
UDOW PROSHARES ULTRAPRO DOW30 $1,0190.00%20 20— $1,019 新建仓
DOCU DOCUSIGN INC COM $1,0120.00%21 00.0% — 不变
SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF $1,0030.00%21 00.0% — 不变
VONG VANGUARD RUSSELL 1000 GROWTH ETF $9960.00%9 00.0% — 不变
GBCI GLACIER BANCORP INC NEW COM $9910.00%22 22— $991 新建仓
KRE STATE STREET SPDR S&P REGIONAL BANKING ETF $9880.00%15 -5-25.0% -$329 减仓
HTH HILLTOP HLDGS INC COM $9820.00%27 00.0% — 不变
FUTU FUTU HLDGS LTD SPON ADS CL A $9800.00%7 00.0% — 不变
— LXP INDUSTRIAL TRUST PFD CONV SER C $9690.00%21 00.0% — 不变
NAT NORDIC AMERICAN TANKERS LIMITE COM $9660.00%169 53.0% $29 加仓
QXO QXO INC COM NEW $9650.00%50 00.0% — 不变
PSP INVESCO GLOBAL LISTED PRIVATE EQUITY ETF $9640.00%17 00.0% — 不变
REPL REPLIMUNE GROUP INC COM $9510.00%125 00.0% — 不变
INFQ INFLEQTION INC COM SHS $9410.00%100 100— $941 新建仓
KODK EASTMAN KODAK CO COM NEW $9350.00%100 00.0% — 不变
MOS MOSAIC CO COM $9290.00%35 00.0% — 不变
EWU ISHARES MSCI UNITED KINGDOM ETF $9270.00%20 00.0% — 不变
BMI BADGER METER INC COM $9250.00%6 00.0% — 不变
VRSK VERISK ANALYTICS INC COM $9180.00%5 5— $918 新建仓
— FRACTYL HEALTH INC COM $9160.00%1,971 00.0% — 不变
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF $9160.00%61 00.0% — 不变
— FIRST TRUST MERGER ARBITRAGE ETF $9130.00%44 00.0% — 不变
— VANECK CEF MUNI INCOME ETF $9040.00%42 00.0% — 不变
TMC TMC THE METALS COMPANY INC COM $9020.00%200 00.0% — 不变
NG NOVAGOLD RESOURCES INC COM NEW $8990.00%96 3660.0% $337 加仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $8970.00%100 00.0% — 不变
PALC PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF $8930.00%17 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC CL B $8900.00%5 00.0% — 不变
ISPY PROSHARES S&P 500 HIGH INCOME ETF $8900.00%21 00.0% — 不变
DKNG DRAFTKINGS INC NEW COM CL A $8860.00%40 00.0% — 不变
— XEROX HOLDINGS CORP WT EXP 021128 $8830.00%9,802 9,802— $883 新建仓
— MICROVAST HOLDINGS INC COM $8760.00%600 00.0% — 不变
LCII LCI INDS COM $8760.00%7 00.0% — 不变
— FRANKLIN WIRELESS CORP COM $8760.00%233 00.0% — 不变
CPAY CORPAY INC COM SHS $8690.00%3 00.0% — 不变
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF $8550.00%9 00.0% — 不变
— NAVIENT CORPORATION COM $8460.00%102 00.0% — 不变
SERV SERVE ROBOTICS INC COM $8410.00%100 00.0% — 不变
SE SEA LTD SPONSORD ADS $8220.00%10 00.0% — 不变
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $8210.00%48 00.0% — 不变
— DIMENSIONAL U.S. TARGETED VALUE ETF $8200.00%13 13— $820 新建仓
— EURODRY LTD COM $8090.00%42 00.0% — 不变
BULL WEBULL CORP ORD SHS $8060.00%170 00.0% — 不变
CAVA CAVA GROUP INC COM $8010.00%10 00.0% — 不变
CGNT COGNYTE SOFTWARE LTD ORD SHS $7920.00%97 97— $792 新建仓
FNB F N B CORP COM $7770.00%46 00.0% — 不变
ARLO ARLO TECHNOLOGIES INC COM $7760.00%55 00.0% — 不变
HESM HESS MIDSTREAM LP CL A SHS $7620.00%20 00.0% — 不变
— INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF $7490.00%45 00.0% — 不变
— QUANTUM SI INC COM CL A $7480.00%1,000 00.0% — 不变
VCLT VANGUARD LONG-TERM CORPORATE BOND ETF $7450.00%10 00.0% — 不变
— PLATINUM GROUP METALS LTD COM $7440.00%400 00.0% — 不变
SLVM SYLVAMO CORP COMMON STOCK $7260.00%17 00.0% — 不变
PI IMPINJ INC COM $7140.00%7 -42-85.7% -$4,284 减仓
TDAY USA TODAY CO INC COM $7100.00%100 00.0% — 不变
DK DELEK US HLDGS INC NEW COM $7100.00%16 00.0% — 不变
— M-TRON INDS INC RT EXP 041526 $7000.00%250 250— $700 新建仓
PAR PAR TECHNOLOGY CORP COM $6930.00%54 00.0% — 不变
MAGN MAGNERA CORP COM SHS $6920.00%73 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT $6910.00%17 00.0% — 不变
QS QUANTUMSCAPE CORP COM CL A $6830.00%110 00.0% — 不变
TE T1 ENERGY INC COM NEW $6720.00%150 00.0% — 不变
BBMC JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF $6570.00%6 00.0% — 不变
SOBO SOUTH BOW CORP COM $6480.00%20 00.0% — 不变
VYX NCR VOYIX CORPORATION COM $6420.00%103 -603-85.4% -$3,759 减仓
VGNT VERSIGENT PLC ORDINARY SHARES $6410.00%23 23— $641 新建仓
— TILRAY BRANDS INC COM $6320.00%103 00.0% — 不变
CXT CRANE NXT CO COM $6270.00%15 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A $6130.00%10 00.0% — 不变
PDD PDD HOLDINGS INC SPONSORED ADS $6110.00%6 00.0% — 不变
GLO CLOUGH GLOBAL OPPORTUNITIES FD SH BEN INT $5960.00%107 00.0% — 不变
BHF BRIGHTHOUSE FINL INC COM $5960.00%10 8400.0% $477 加仓
KDP KEURIG DR PEPPER INC COM $5910.00%23 -26-53.1% -$668 减仓
FELC FIDELITY ENHANCED LARGE CAP CORE ETF $5850.00%16 00.0% — 不变
PLMR PALOMAR HLDGS INC COM $5830.00%5 -8-61.5% -$933 减仓
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND $5800.00%11 00.0% — 不变
HTRB HARTFORD TOTAL RETURN BOND ETF $5740.00%17 17— $574 新建仓
— INVESCO S&P SMALLCAP LOW VOLATILITY ETF $5690.00%12 00.0% — 不变
GAB GABELLI EQUITY TR INC COM $5640.00%104 00.0% — 不变
— YIELDMAX SEMICONDUCTOR PORTFOLIO OPTION INCOME ETF $5620.00%10 00.0% — 不变
FMC FMC CORP COM NEW $5490.00%32 00.0% — 不变
MMSI MERIT MED SYS INC COM $5460.00%8 -45-84.9% -$3,071 减仓
RYN RAYONIER INC COM $5420.00%26 -6-18.8% -$125 减仓
ASLE AERSALE CORPORATION COM $5420.00%87 87— $542 新建仓
XNCR XENCOR INC COM $5390.00%43 00.0% — 不变
LCID LUCID GROUP INC COM NEW $5350.00%56 00.0% — 不变
ALC ALCON AG ORD SHS $5300.00%7 00.0% — 不变
WBI WATERBRIDGE INFRASTRUCTURE LLC CL A SHS REPSTG $5240.00%21 00.0% — 不变
EUAD SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF $5160.00%12 00.0% — 不变
ACCO ACCO BRANDS CORP COM $5100.00%174 00.0% — 不变
NOV NOV INC COM $5040.00%27 00.0% — 不变
BJRI BJS RESTAURANTS INC COM $4990.00%14 00.0% — 不变
NML NEUBERGER ENGY INFRSTR & INC COM $4960.00%49 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B $4910.00%6 00.0% — 不变
NVT NVENT ELEC PLC SHS $4850.00%4 4— $485 新建仓
AMPH AMPHASTAR PHARMACEUTICALS INC COM $4660.00%23 23— $466 新建仓
EH EHANG HLDGS LTD ADS $4550.00%45 00.0% — 不变
BROS DUTCH BROS INC CL A $4550.00%9 9— $455 新建仓
SSYS STRATASYS LTD SHS $4510.00%57 00.0% — 不变
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF $4480.00%5 00.0% — 不变