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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP COM | $34.90万 | 0.02% | 1,172 | 107 | 10.0% | $3.19万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $34.34万 | 0.02% | 1,535 | -245 | -13.8% | -$5.48万 | 减仓 |
| MOD | MODINE MFG CO COM | $33.56万 | 0.02% | 1,505 | 5 | 0.3% | $1,115 | 加仓 |
| SNDK | SANDISK CORP COM | $33.53万 | 0.02% | 484 | 100 | 26.0% | $6.93万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $33.38万 | 0.02% | 4,223 | 2,450 | 138.2% | $19.37万 | 加仓 |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | $33.22万 | 0.02% | 8,216 | -10 | -0.1% | -$404 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $32.98万 | 0.02% | 8,778 | -180 | -2.0% | -$6,762 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $32.95万 | 0.02% | 6,526 | 6,526 | — | $32.95万 | 新建仓 |
| AZO | AUTOZONE INC COM | $32.89万 | 0.02% | 96 | -12 | -11.1% | -$4.11万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP COM | $32.81万 | 0.02% | 7,210 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $32.62万 | 0.02% | 5,532 | 753 | 15.8% | $4.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $32.45万 | 0.02% | 1,612 | -201 | -11.1% | -$4.05万 | 减仓 |
| DOW | DOW HLDGS INC COM | $32.03万 | 0.02% | 7,872 | -1,585 | -16.8% | -$6.45万 | 减仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $31.99万 | 0.02% | 5,249 | -340 | -6.1% | -$2.07万 | 减仓 |
| PNQI | INVESCO NASDAQ INTERNET ETF | $31.54万 | 0.02% | 7,045 | -62 | -0.9% | -$2,776 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $31.41万 | 0.02% | 1,703 | -18 | -1.0% | -$3,320 | 减仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $31.39万 | 0.02% | 989 | 16 | 1.6% | $5,078 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $31.20万 | 0.02% | 4,000 | -12,050 | -75.1% | -$93.99万 | 减仓 |
| GQQQ | ASTORIA US QUALITY GROWTH KINGS ETF | $31.04万 | 0.01% | 10,638 | 10,638 | — | $31.04万 | 新建仓 |
| IUS | INVESCO RAFI STRATEGIC US ETF | $30.59万 | 0.01% | 5,261 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $30.45万 | 0.01% | 1,981 | 0 | 0.0% | — | 不变 |
| — | ISHARES LARGE CAP VALUE ACTIVE ETF | $30.30万 | 0.01% | 8,347 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $30.17万 | 0.01% | 1,383 | -97 | -6.6% | -$2.12万 | 减仓 |
| DIS | DISNEY WALT CO COM | $30.05万 | 0.01% | 3,112 | -109 | -3.4% | -$1.05万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $29.94万 | 0.01% | 8,089 | 64 | 0.8% | $2,369 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $29.90万 | 0.01% | 1,042 | 18 | 1.8% | $5,165 | 加仓 |
| — | FIRST TRUST NASDAQ PHARMACEUTICALS ETF | $29.84万 | 0.01% | 8,627 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $29.65万 | 0.01% | 1,326 | -218 | -14.1% | -$4.87万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $29.54万 | 0.01% | 3,425 | 1,603 | 88.0% | $13.83万 | 加仓 |
| NEM | NEWMONT CORP COM | $29.45万 | 0.01% | 2,588 | 8 | 0.3% | $910 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $29.20万 | 0.01% | 8,089 | -847 | -9.5% | -$3.06万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $29.18万 | 0.01% | 3,168 | -10 | -0.3% | -$921 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $28.85万 | 0.01% | 212 | 57 | 36.8% | $7.76万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $28.41万 | 0.01% | 5,067 | 165 | 3.4% | $9,250 | 加仓 |
| MMM | 3M CO COM | $28.29万 | 0.01% | 1,948 | 213 | 12.3% | $3.09万 | 加仓 |
| — | HONEYWELL INTL INC COM | $28.23万 | 0.01% | 1,237 | -34 | -2.7% | -$7,760 | 减仓 |
| — | FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND | $28.16万 | 0.01% | 4,784 | -1,358 | -22.1% | -$7.99万 | 减仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $28.16万 | 0.01% | 9,192 | 1,406 | 18.1% | $4.31万 | 加仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $27.95万 | 0.01% | 14,696 | 9 | 0.1% | $171 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $27.74万 | 0.01% | 2,337 | -533 | -18.6% | -$6.33万 | 减仓 |
| RWL | INVESCO S&P 500 REVENUE ETF | $27.70万 | 0.01% | 2,404 | 63 | 2.7% | $7,260 | 加仓 |
| NTST | NETSTREIT CORP COM | $27.67万 | 0.01% | 14,623 | -838 | -5.4% | -$1.59万 | 减仓 |
| FNY | FIRST TRUST MID CAP GROWTH ALPHADEX FUND | $27.00万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $26.78万 | 0.01% | 1,525 | -113 | -6.9% | -$1.98万 | 减仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $26.71万 | 0.01% | 804 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $26.58万 | 0.01% | 2,129 | -280 | -11.6% | -$3.50万 | 减仓 |
| DJUL | FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY | $26.51万 | 0.01% | 5,641 | 0 | 0.0% | — | 不变 |
| — | DANA UNCONSTRAINED EQUITY ETF | $26.36万 | 0.01% | 12,935 | 12,935 | — | $26.36万 | 新建仓 |
| — | CALAMOS NASDAQ - 100 STRUCTURED ALT PROTECTION ETF -JUNE | $26.22万 | 0.01% | 9,672 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $26.15万 | 0.01% | 8,606 | -1,307 | -13.2% | -$3.97万 | 减仓 |
| — | CALAMOS NASDAQ EQUITY & INCOME ETF | $25.65万 | 0.01% | 9,217 | 169 | 1.9% | $4,703 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $25.60万 | 0.01% | 5,516 | 5,103 | 1,235.6% | $23.68万 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $25.48万 | 0.01% | 2,965 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $25.36万 | 0.01% | 2,556 | 322 | 14.4% | $3.19万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $25.34万 | 0.01% | 4,377 | 129 | 3.0% | $7,468 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $25.25万 | 0.01% | 846 | -13 | -1.5% | -$3,880 | 减仓 |
| CSX | CSX CORP COM | $25.15万 | 0.01% | 6,070 | -3,618 | -37.3% | -$14.99万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $24.87万 | 0.01% | 1,780 | 200 | 12.7% | $2.79万 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $24.86万 | 0.01% | 2,140 | -75 | -3.4% | -$8,712 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $24.82万 | 0.01% | 2,535 | 168 | 7.1% | $1.64万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $24.76万 | 0.01% | 3,040 | -43 | -1.4% | -$3,502 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $24.76万 | 0.01% | 1,726 | 48 | 2.9% | $6,885 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $24.68万 | 0.01% | 14,856 | -3,689 | -19.9% | -$6.13万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $24.67万 | 0.01% | 440 | -700 | -61.4% | -$39.25万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $24.56万 | 0.01% | 4,292 | 1,911 | 80.3% | $10.94万 | 加仓 |
| BP | BP PLC SPONSORED ADR | $24.54万 | 0.01% | 5,314 | -252 | -4.5% | -$1.16万 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $24.04万 | 0.01% | 6,618 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $24.02万 | 0.01% | 924 | -40 | -4.1% | -$1.04万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $24.02万 | 0.01% | 3,804 | -85 | -2.2% | -$5,368 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $24.02万 | 0.01% | 8,736 | 684 | 8.5% | $1.88万 | 加仓 |
| TTC | TORO CO COM | $23.84万 | 0.01% | 2,551 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $23.76万 | 0.01% | 4,767 | -266 | -5.3% | -$1.33万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $23.66万 | 0.01% | 529 | 9 | 1.7% | $4,025 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $23.58万 | 0.01% | 724 | 4 | 0.6% | $1,303 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $23.55万 | 0.01% | 2,542 | -387 | -13.2% | -$3.59万 | 减仓 |
| INTC | INTEL CORP COM | $23.31万 | 0.01% | 4,853 | -238 | -4.7% | -$1.14万 | 减仓 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.31万 | 0.01% | 4,709 | -373 | -7.3% | -$1.85万 | 减仓 |
| PHO | INVESCO WATER RESOURCES ETF | $23.18万 | 0.01% | 3,429 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $23.15万 | 0.01% | 2,436 | 1,084 | 80.2% | $10.30万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $23.13万 | 0.01% | 4,908 | -920 | -15.8% | -$4.34万 | 减仓 |
| — | ISHARES BLOCKCHAIN AND TECH ETF | $23.04万 | 0.01% | 6,313 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $23.02万 | 0.01% | 1,729 | -334 | -16.2% | -$4.45万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $22.86万 | 0.01% | 4,894 | -227 | -4.4% | -$1.06万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $22.78万 | 0.01% | 2,000 | 8 | 0.4% | $911 | 加仓 |
| SNA | SNAP ON INC COM | $22.61万 | 0.01% | 616 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $22.47万 | 0.01% | 1,643 | -1 | -0.1% | -$137 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $22.47万 | 0.01% | 1,072 | -23 | -2.1% | -$4,821 | 减仓 |
| FXO | FIRST TRUST FINANCIALS ALPHADEX FUND | $22.38万 | 0.01% | 3,976 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $22.28万 | 0.01% | 1,341 | -101 | -7.0% | -$1.68万 | 减仓 |
| SYY | SYSCO CORP COM | $22.23万 | 0.01% | 3,080 | -22 | -0.7% | -$1,588 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $22.18万 | 0.01% | 2,166 | 36 | 1.7% | $3,686 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $22.07万 | 0.01% | 8,325 | 8,305 | 41,525.0% | $22.02万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $21.86万 | 0.01% | 442 | 8 | 1.8% | $3,957 | 加仓 |
| — | NEOS ENHANCED INCOME 20 YEAR TREASURY BOND ETF | $21.66万 | 0.01% | 4,742 | 1,617 | 51.7% | $7.38万 | 加仓 |
| — | INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL | $21.64万 | 0.01% | 8,806 | 68 | 0.8% | $1,671 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $21.58万 | 0.01% | 502 | 19 | 3.9% | $8,167 | 加仓 |
| XRN | CHIRON REAL ESTATE INC COM NEW | $21.46万 | 0.01% | 6,513 | -224 | -3.3% | -$7,381 | 减仓 |
| F | FORD MTR CO COM | $21.30万 | 0.01% | 18,234 | 1,930 | 11.8% | $2.25万 | 加仓 |
| SSO | PROSHARES ULTRA S&P 500 | $21.06万 | 0.01% | 4,000 | 4,000 | — | $21.06万 | 新建仓 |
| IRM | IRON MTN INC DEL COM | $21.04万 | 0.01% | 2,084 | -330 | -13.7% | -$3.33万 | 减仓 |