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 |
|---|---|---|---|---|---|---|---|---|
| DBAW | XTRACKERS MSCI ALL WORLD EX US HEDGED EQUITY ETF | $74.92万 | 0.04% | 17,328 | 4,957 | 40.1% | $21.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $74.73万 | 0.04% | 5,187 | 154 | 3.1% | $2.22万 | 加仓 |
| KO | COCA COLA CO COM | $74.49万 | 0.04% | 9,791 | 1,473 | 17.7% | $11.21万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $74.04万 | 0.04% | 10,084 | -5,866 | -36.8% | -$43.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $73.59万 | 0.04% | 1,191 | -127 | -9.6% | -$7.85万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $73.54万 | 0.04% | 15,624 | 4,431 | 39.6% | $20.86万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $72.37万 | 0.03% | 2,045 | 649 | 46.5% | $22.97万 | 加仓 |
| UPRO | PROSHARES ULTRAPRO S&P500 | $72.06万 | 0.03% | 7,266 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $71.97万 | 0.03% | 1,701 | 64 | 3.9% | $2.71万 | 加仓 |
| FDUS | FIDUS INVT CORP COM | $71.48万 | 0.03% | 41,317 | 3,221 | 8.5% | $5.57万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $70.88万 | 0.03% | 2,422 | 33 | 1.4% | $9,657 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $70.49万 | 0.03% | 2,338 | -42 | -1.8% | -$1.27万 | 减仓 |
| — | RLJ LODGING TR CUM CONV PFD A | $69.67万 | 0.03% | 28,635 | -670 | -2.3% | -$1.63万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $69.17万 | 0.03% | 15,001 | -1,452 | -8.8% | -$6.70万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $68.28万 | 0.03% | 10,027 | 1,151 | 13.0% | $7.84万 | 加仓 |
| EVRG | EVERGY INC COM | $67.58万 | 0.03% | 8,213 | -176,213 | -95.5% | -$1,449.96万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $67.56万 | 0.03% | 7,534 | -532 | -6.6% | -$4.77万 | 减仓 |
| SO | SOUTHERN CO COM | $67.40万 | 0.03% | 6,953 | -5,174 | -42.7% | -$50.15万 | 减仓 |
| ORCL | ORACLE CORP COM | $67.07万 | 0.03% | 4,618 | 261 | 6.0% | $3.79万 | 加仓 |
| IEV | ISHARES EUROPE ETF | $64.04万 | 0.03% | 9,291 | -370 | -3.8% | -$2.55万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $63.47万 | 0.03% | 19,303 | -8 | -0.0% | -$263 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $63.43万 | 0.03% | 6,901 | 795 | 13.0% | $7.31万 | 加仓 |
| RTX | RTX CORPORATION COM | $63.11万 | 0.03% | 3,241 | -60 | -1.8% | -$1.17万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $63.00万 | 0.03% | 14,212 | -696 | -4.7% | -$3.09万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $62.35万 | 0.03% | 2,592 | 489 | 23.3% | $11.76万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $61.34万 | 0.03% | 2,918 | 381 | 15.0% | $8.01万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $61.10万 | 0.03% | 4,668 | -3,130 | -40.1% | -$40.97万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING COM | $60.42万 | 0.03% | 53,995 | 4,535 | 9.2% | $5.07万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $60.25万 | 0.03% | 3,126 | -2,422 | -43.7% | -$46.69万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $59.66万 | 0.03% | 15,938 | -14 | -0.1% | -$524 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $59.56万 | 0.03% | 29,915 | -3,070 | -9.3% | -$6.11万 | 减仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $58.24万 | 0.03% | 2,876 | 282 | 10.9% | $5.71万 | 加仓 |
| MRK | MERCK & CO INC COM | $57.33万 | 0.03% | 4,745 | -627 | -11.7% | -$7.58万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $57.30万 | 0.03% | 5,004 | -156 | -3.0% | -$1.79万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $56.49万 | 0.03% | 6,846 | 1,402 | 25.8% | $11.57万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $56.03万 | 0.03% | 10,114 | 820 | 8.8% | $4.54万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $55.44万 | 0.03% | 6,881 | -32 | -0.5% | -$2,578 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $55.40万 | 0.03% | 21,513 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $55.05万 | 0.03% | 10,155 | 1,701 | 20.1% | $9.22万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $54.64万 | 0.03% | 2,838 | 162 | 6.1% | $3.12万 | 加仓 |
| VTC | VANGUARD TOTAL CORPORATE BOND ETF | $54.37万 | 0.03% | 7,102 | 855 | 13.7% | $6.55万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $52.43万 | 0.03% | 6,180 | 1,119 | 22.1% | $9.49万 | 加仓 |
| — | WHITEHORSE FIN INC COM | $51.77万 | 0.03% | 72,811 | -4,111 | -5.3% | -$2.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $51.25万 | 0.02% | 1,042 | 10 | 1.0% | $4,918 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $50.61万 | 0.02% | 6,598 | -2,683 | -28.9% | -$20.58万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | $50.51万 | 0.02% | 43,735 | -2,250 | -4.9% | -$2.60万 | 减仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $49.93万 | 0.02% | 11,441 | -767 | -6.3% | -$3.35万 | 减仓 |
| ETN | EATON CORP PLC SHS | $49.68万 | 0.02% | 1,359 | 849 | 166.5% | $31.04万 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $48.97万 | 0.02% | 18,719 | 16,056 | 602.9% | $42.00万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $48.83万 | 0.02% | 7,457 | -2,414 | -24.5% | -$15.81万 | 减仓 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | $48.66万 | 0.02% | 17,081 | -774 | -4.3% | -$2.21万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA COM NEW | $48.49万 | 0.02% | 15,855 | 15,600 | 6,117.6% | $47.71万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $48.23万 | 0.02% | 14,156 | 958 | 7.3% | $3.26万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $48.19万 | 0.02% | 3,262 | -230 | -6.6% | -$3.40万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $48.05万 | 0.02% | 2,017 | -348 | -14.7% | -$8.29万 | 减仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $47.79万 | 0.02% | 13,040 | 361 | 2.8% | $1.32万 | 加仓 |
| MBB | ISHARES MBS ETF | $47.43万 | 0.02% | 5,010 | -39 | -0.8% | -$3,692 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $46.76万 | 0.02% | 1,369 | -54 | -3.8% | -$1.84万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $46.74万 | 0.02% | 8,419 | 432 | 5.4% | $2.40万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $46.53万 | 0.02% | 668 | 24 | 3.7% | $1.67万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $46.42万 | 0.02% | 4,272 | -10 | -0.2% | -$1,087 | 减仓 |
| KR | KROGER CO COM | $45.77万 | 0.02% | 6,489 | 21 | 0.3% | $1,481 | 加仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $45.60万 | 0.02% | 7,327 | 271 | 3.8% | $1.69万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $45.46万 | 0.02% | 12,377 | 5,185 | 72.1% | $19.04万 | 加仓 |
| ROST | ROSS STORES INC COM | $45.40万 | 0.02% | 2,064 | 101 | 5.1% | $2.22万 | 加仓 |
| — | FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND | $45.12万 | 0.02% | 4,618 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $45.11万 | 0.02% | 8,978 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $44.56万 | 0.02% | 518 | 5 | 1.0% | $4,301 | 加仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $44.49万 | 0.02% | 2,623 | -102 | -3.7% | -$1.73万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $44.47万 | 0.02% | 4,539 | -38,429 | -89.4% | -$376.50万 | 减仓 |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | $44.33万 | 0.02% | 4,958 | -30 | -0.6% | -$2,683 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $44.08万 | 0.02% | 2,802 | -188 | -6.3% | -$2.96万 | 减仓 |
| AFL | AFLAC INC COM | $44.00万 | 0.02% | 4,013 | 1 | 0.0% | $110 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $43.72万 | 0.02% | 13,075 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND | $43.42万 | 0.02% | 2,776 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF | $43.35万 | 0.02% | 2,164 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $43.13万 | 0.02% | 6,005 | 1,294 | 27.5% | $9.29万 | 加仓 |
| GEV | GE VERNOVA INC COM | $42.86万 | 0.02% | 479 | 37 | 8.4% | $3.31万 | 加仓 |
| DE | DEERE & CO COM | $42.73万 | 0.02% | 749 | 25 | 3.5% | $1.43万 | 加仓 |
| — | NEOS S&P 500 HEDGED EQUITY INCOME ETF | $42.40万 | 0.02% | 8,015 | 6,190 | 339.2% | $32.75万 | 加仓 |
| — | INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | $42.07万 | 0.02% | 14,288 | -279 | -1.9% | -$8,215 | 减仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $42.05万 | 0.02% | 4,332 | -67 | -1.5% | -$6,504 | 减仓 |
| NOW | SERVICENOW INC COM | $41.82万 | 0.02% | 4,020 | 520 | 14.9% | $5.41万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $41.52万 | 0.02% | 1,958 | 246 | 14.4% | $5.22万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $40.67万 | 0.02% | 1,034 | 53 | 5.4% | $2.08万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIGH COM | $39.17万 | 0.02% | 38,595 | -10,496 | -21.4% | -$10.65万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $39.09万 | 0.02% | 3,899 | -205 | -5.0% | -$2.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $38.62万 | 0.02% | 1,410 | 8 | 0.6% | $2,191 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $38.10万 | 0.02% | 539 | -37 | -6.4% | -$2.62万 | 减仓 |
| TJX | TJX COS INC NEW COM | $37.39万 | 0.02% | 2,308 | -47 | -2.0% | -$7,614 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INCM COM | $37.31万 | 0.02% | 15,026 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $36.82万 | 0.02% | 41,604 | 0 | 0.0% | — | 不变 |
| DAUG | FT VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST | $36.32万 | 0.02% | 8,304 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $35.99万 | 0.02% | 3,616 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $35.74万 | 0.02% | 1,514 | -220 | -12.7% | -$5.19万 | 减仓 |
| FXZ | FIRST TRUST MATERIALS ALPHADEX FUND | $35.74万 | 0.02% | 4,614 | 503 | 12.2% | $3.90万 | 加仓 |
| VDE | VANGUARD ENERGY ETF | $35.73万 | 0.02% | 2,142 | 12 | 0.6% | $2,002 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $35.56万 | 0.02% | 2,213 | -91 | -3.9% | -$1.46万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $35.48万 | 0.02% | 2,433 | -599 | -19.8% | -$8.74万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $34.98万 | 0.02% | 1,713 | 0 | 0.0% | — | 不变 |