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
VREX VAREX IMAGING CORP COM $1170.00%11 11— $117 新建仓
— GROWGENERATION CORP COM $1160.00%107 00.0% — 不变
SITC SITE CTRS CORP COM $1130.00%21 00.0% — 不变
— ZOMEDICA CORP COM $1120.00%1,000 00.0% — 不变
NICE NICE LTD SPONSORED ADR $1100.00%1 00.0% — 不变
MYGN MYRIAD GENETICS INC COM $1010.00%22 -81-78.6% -$372 减仓
— OPEN LENDING CORP COM $990.00%80 00.0% — 不变
— VIRCO MFG CO COM $980.00%16 16— $98 新建仓
— NUVEEN PA INVT QUALITY MUN FD COM $940.00%8 -35-81.4% -$411 减仓
TPG TPG INC COM CL A $930.00%2 -54-96.4% -$2,511 减仓
WIX WIX COM LTD SHS $910.00%1 00.0% — 不变
LWAY LIFEWAY FOODS INC COM $910.00%4 4— $91 新建仓
RVTY REVVITY INC COM $880.00%1 1— $88 新建仓
MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF $860.00%1 00.0% — 不变
QLYS QUALYS INC COM $860.00%1 1— $86 新建仓
— INVESCO QUALITY MUN INCOME TR COM $830.00%9 -1,196-99.3% -$1.10万 减仓
— CANOPY GROWTH CORPORATION COM NEW $830.00%85 00.0% — 不变
LMB LIMBACH HLDGS INC COM $800.00%1 1— $80 新建仓
HQH ABRDN HEALTHCARE INVESTORS SH BEN INT $730.00%4 00.0% — 不变
FLO FLOWERS FOODS INC COM $730.00%9 9— $73 新建仓
— CHARGEPOINT HOLDINGS INC COM SHS $720.00%15 00.0% — 不变
— ZEROSTACK CORP COM $720.00%12 12— $72 新建仓
— SERES THERAPEUTICS INC COM NEW $710.00%8 00.0% — 不变
WIT WIPRO LTD SPON ADR 1 SH $690.00%32 00.0% — 不变
MNDY MONDAY COM LTD SHS $680.00%1 00.0% — 不变
QDEL QUIDELORTHO CORP COM $660.00%4 -246-98.4% -$4,059 减仓
— AIR INDS GROUP COM $650.00%20 00.0% — 不变
CNXN PC CONNECTION INC COM $640.00%1 -21-95.5% -$1,344 减仓
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF $640.00%2 1100.0% $32 加仓
RMR RMR GROUP INC CL A $620.00%4 00.0% — 不变
NIO NIO INC SPON ADS $620.00%10 00.0% — 不变
METC RAMACO RES INC COM CL A $590.00%4 4— $59 新建仓
HAE HAEMONETICS CORP MASS COM $560.00%1 1— $56 新建仓
CBSH COMMERCE BANCSHARES INC COM $490.00%1 00.0% — 不变
IWO ISHARES RUSSELL 2000 GROWTH ETF $460.00%0 -26-100.0% -$9,137 清仓
— STEM INC COM NEW $440.00%5 00.0% — 不变
AVNM AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF $440.00%1 1— $44 新建仓
FRDM FREEDOM 100 EMERGING MARKETS ETF $420.00%1 -130-99.2% -$5,460 减仓
BBAI BIGBEAR AI HLDGS INC COM $410.00%12 00.0% — 不变
TAXX BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF $400.00%1 -19,161-100.0% -$76.64万 减仓
AIV APARTMENT INVT & MGMT CO CL A $400.00%10 10— $40 新建仓
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF $390.00%1 -501-99.8% -$1.95万 减仓
RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT $390.00%3 00.0% — 不变
— CNS PHARMACEUTICALS INC COM $360.00%16 00.0% — 不变
NXDR NEXTDOOR HOLDINGS INC COM CL A $340.00%24 00.0% — 不变
ENR ENERGIZER HLDGS INC COM $330.00%2 -122-98.4% -$2,013 减仓
RELX RELX PLC SPONSORED ADR $330.00%1 00.0% — 不变
— LOANDEPOT INC COM CL A $280.00%20 00.0% — 不变
MTG MGIC INVT CORP WIS COM $280.00%1 00.0% — 不变
ETD ETHAN ALLEN INTERIORS INC COM $270.00%1 00.0% — 不变
— RAIL VISION LTD SHS NEW $260.00%3 3— $26 新建仓
GME GAMESTOP CORP CL A $230.00%1 00.0% — 不变
XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF $230.00%0 0— -$18 清仓
— ZEPP HEALTH CORPORATION SPONSORED ADR $230.00%2 2— $23 新建仓
FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR $220.00%1 -35-97.2% -$770 减仓
— DIMENSIONAL US HIGH PROFITABILITY ETF $220.00%1 1— $22 新建仓
— MEREO BIOPHARMA GROUP PLC SPON ADS $220.00%66 66— $22 新建仓
CEVA CEVA INC COM $210.00%1 -33-97.1% -$693 减仓
AI C3 AI INC CL A $200.00%2 00.0% — 不变
— SOLO BRANDS INC COM CL A NEW $190.00%5 00.0% — 不变
— FIRST TRUST LOW DURATION STRATEGIC FOCUS ETF $190.00%1 00.0% — 不变
— 1 800 FLOWERS COM INC CL A $160.00%5 00.0% — 不变
— ORGANIGRAM GLOBAL INC COM $160.00%12 00.0% — 不变
— PRESIDIO PPTY TR INC WT EXP 012427 $150.00%744 00.0% — 不变
BSCV INVESCO BULLETSHARES 2031 CORPORATE BOND ETF $150.00%1 00.0% — 不变
AMC AMC ENTMT HLDGS INC CL A NEW $140.00%14 00.0% — 不变
USVM VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF $140.00%0 0— -$14 清仓
PAGP PLAINS GP HLDGS L P LTD PARTNR INT A $140.00%1 00.0% — 不变
— SNDL INC COM $130.00%10 00.0% — 不变
XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF $130.00%0 0— -$13 清仓
OVID OVID THERAPEUTICS INC COM $130.00%6 00.0% — 不变
— KNIGHTSCOPE INC CL A NEW $120.00%3 00.0% — 不变
— VICARIOUS SURGICAL INC COM CL A NEW $110.00%13 00.0% — 不变
DSL DOUBLELINE INCOME SOLUTIONS FD COM $110.00%1 00.0% — 不变
ACIC AMERICAN COASTAL INS CORP COM $110.00%1 1— $11 新建仓
HUM HUMANA INC COM $100.00%0 -6-100.0% -$1,661 清仓
LADR LADDER CAP CORP CL A $100.00%1 00.0% — 不变
— EATON VANCE MUN INCOME TR SH BEN INT $100.00%1 00.0% — 不变
TPSC TIMOTHY PLAN US SMALL CAP CORE ETF $100.00%0 0— — 清仓
— WORKHORSE GROUP INC COM NEW $80.00%3 -2-40.0% -$5 减仓
— JANUS HENDERSON GLOBAL ARTIFICIAL INTELLIGENCE ETF $80.00%0 0— — 清仓
— AURORA CANNABIS INC COM $70.00%2 00.0% — 不变
— TVARDI THERAPEUTICS INC COM $60.00%2 2— $6 新建仓
ICL ICL GROUP LTD SHS $50.00%1 -2-66.7% -$10 减仓
— CREATIVE MEDIA & CMNTY TR COM $50.00%10 10— $5 新建仓
GRAB GRAB HOLDINGS LIMITED CLASS A ORD $40.00%1 -147-99.3% -$588 减仓
— BEYOND MEAT INC COM $40.00%7 -10-58.8% -$6 减仓
— PLUS THERAPEUTICS INC COM NEW $40.00%28 00.0% — 不变
BSCW INVESCO BULLETSHARES 2032 CORPORATE BOND ETF $40.00%0 0— -$4 清仓
— ASHFORD HOSPITALITY TR INC COM NEW $30.00%1 00.0% — 不变
— KRANESHARES MSCI EMERGING MARKETS EX CHINA INDEX ETF $20.00%0 0— -$2 清仓
— NORTHANN CORP COM $20.00%12 00.0% — 不变
— GABELLI EQUITY TR INC RT EXP 041426 $10.00%110 110— $1 新建仓
AZN ASTRAZENECA PLC SPONSORED ADR $00.00%0 -791-100.0% -$14.93万 清仓
— FRONTIER COMMUNICATIONS PARENT COM $00.00%0 -2,183-100.0% -$8.40万 清仓
— T-REX 2X LONG ALPHABET DAILY TARGET ETF $00.00%0 -988-100.0% -$7.61万 清仓
FRO FRONTLINE PLC COM $00.00%0 -2,415-100.0% -$6.35万 清仓
DHT DHT HOLDINGS INC SHS NEW $00.00%0 -4,409-100.0% -$5.85万 清仓
NVR NVR INC COM $00.00%0 -7-100.0% -$5.29万 清仓
— INSPIRE GLOBAL HOPE ETF $00.00%0 -1,115-100.0% -$5.03万 清仓