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 |
|---|---|---|---|---|---|---|---|---|
| DOC | HEALTHPEAK PROPERTIES INC COM | $20.97万 | 0.01% | 12,800 | -968 | -7.0% | -$1.59万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $20.89万 | 0.01% | 440 | -20 | -4.3% | -$9,496 | 减仓 |
| D | DOMINION ENERGY INC COM | $20.85万 | 0.01% | 3,360 | -377 | -10.1% | -$2.34万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $20.79万 | 0.01% | 4,169 | 176 | 4.4% | $8,775 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $20.75万 | 0.01% | 2,207 | -158 | -6.7% | -$1.49万 | 减仓 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $20.52万 | 0.01% | 673 | 126 | 23.0% | $3.84万 | 加仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $20.36万 | 0.01% | 1,853 | -409 | -18.1% | -$4.49万 | 减仓 |
| WPC | WP CAREY INC COM | $20.12万 | 0.01% | 2,899 | -218 | -7.0% | -$1.51万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC COM | $20.11万 | 0.01% | 9,387 | -707 | -7.0% | -$1.51万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $20.00万 | 0.01% | 140 | 83 | 145.6% | $11.86万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $19.99万 | 0.01% | 2,592 | 1,556 | 150.2% | $12.00万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $19.92万 | 0.01% | 662 | 356 | 116.3% | $10.71万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $19.90万 | 0.01% | 4,145 | -7,303 | -63.8% | -$35.06万 | 减仓 |
| CRM | SALESFORCE INC COM | $19.87万 | 0.01% | 1,067 | -194 | -15.4% | -$3.61万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $19.82万 | 0.01% | 511 | 57 | 12.6% | $2.21万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $19.78万 | 0.01% | 2,729 | -151 | -5.2% | -$1.09万 | 减仓 |
| CRI | CARTERS INC COM | $19.74万 | 0.01% | 5,546 | -1,941 | -25.9% | -$6.91万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $19.66万 | 0.01% | 2,741 | 393 | 16.7% | $2.82万 | 加仓 |
| — | FIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $19.62万 | 0.01% | 3,074 | -309 | -9.1% | -$1.97万 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JULY | $19.59万 | 0.01% | 7,266 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $19.58万 | 0.01% | 3,882 | 1,312 | 51.1% | $6.62万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $19.58万 | 0.01% | 1,191 | -5 | -0.4% | -$822 | 减仓 |
| XEL | XCEL ENERGY INC COM | $19.28万 | 0.01% | 2,418 | -21 | -0.9% | -$1,674 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $19.19万 | 0.01% | 3,432 | -314 | -8.4% | -$1.76万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $19.17万 | 0.01% | 542 | 0 | 0.0% | — | 不变 |
| — | FT VEST U.S. EQUITY DEEP BUFFER ETF - APRIL | $18.98万 | 0.01% | 4,768 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND | $18.95万 | 0.01% | 1,932 | -2 | -0.1% | -$196 | 减仓 |
| EMR | EMERSON ELEC CO COM | $18.95万 | 0.01% | 1,431 | -8 | -0.6% | -$1,059 | 减仓 |
| FOCT | FT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $18.95万 | 0.01% | 3,951 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $18.90万 | 0.01% | 753 | 15 | 2.0% | $3,765 | 加仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $18.89万 | 0.01% | 2,841 | -145 | -4.9% | -$9,641 | 减仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $18.85万 | 0.01% | 22,798 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $18.82万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $18.76万 | 0.01% | 1,985 | -174 | -8.1% | -$1.64万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $18.72万 | 0.01% | 1,465 | 0 | 0.0% | — | 不变 |
| FEGE | FIRST EAGLE GLOBAL EQUITY ETF | $18.60万 | 0.01% | 3,931 | -145 | -3.6% | -$6,860 | 减仓 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $18.57万 | 0.01% | 2,218 | -113 | -4.8% | -$9,461 | 减仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $18.55万 | 0.01% | 3,633 | 4 | 0.1% | $204 | 加仓 |
| DTE | DTE ENERGY CO COM | $18.51万 | 0.01% | 1,258 | -55 | -4.2% | -$8,093 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $18.40万 | 0.01% | 937 | 60 | 6.8% | $1.18万 | 加仓 |
| ADBE | ADOBE INC COM | $18.22万 | 0.01% | 755 | 177 | 30.6% | $4.27万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $18.18万 | 0.01% | 1,296 | -7 | -0.5% | -$982 | 减仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $18.16万 | 0.01% | 3,054 | 0 | 0.0% | — | 不变 |
| FFEB | FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $18.16万 | 0.01% | 3,227 | 0 | 0.0% | — | 不变 |
| KCE | STATE STREET SPDR S&P CAPITAL MARKETS ETF | $18.13万 | 0.01% | 1,322 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $18.09万 | 0.01% | 4,027 | 4,027 | — | $18.09万 | 新建仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $18.07万 | 0.01% | 3,654 | -358 | -8.9% | -$1.77万 | 减仓 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $18.00万 | 0.01% | 6,277 | 750 | 13.6% | $2.15万 | 加仓 |
| FNX | FIRST TRUST MID CAP CORE ALPHADEX FUND | $17.86万 | 0.01% | 1,385 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | $17.78万 | 0.01% | 9,392 | -685 | -6.8% | -$1.30万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $17.78万 | 0.01% | 1,672 | 84 | 5.3% | $8,932 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $17.58万 | 0.01% | 42 | -2 | -4.5% | -$8,369 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $17.19万 | 0.01% | 1,868 | -65 | -3.4% | -$5,981 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $17.13万 | 0.01% | 1,855 | 755 | 68.6% | $6.97万 | 加仓 |
| BX | BLACKSTONE INC COM | $17.00万 | 0.01% | 1,487 | 245 | 19.7% | $2.80万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $16.95万 | 0.01% | 786 | 219 | 38.6% | $4.72万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $16.93万 | 0.01% | 14,412 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $16.70万 | 0.01% | 1,568 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $16.52万 | 0.01% | 1,059 | -194 | -15.5% | -$3.03万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $16.47万 | 0.01% | 713 | 48 | 7.2% | $1.11万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $16.45万 | 0.01% | 659 | -25 | -3.7% | -$6,239 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $16.28万 | 0.01% | 2,364 | -80 | -3.3% | -$5,508 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $16.14万 | 0.01% | 1,021 | 19 | 1.9% | $3,004 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $16.08万 | 0.01% | 3,031 | -200 | -6.2% | -$1.06万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $16.07万 | 0.01% | 1,077 | -186 | -14.7% | -$2.78万 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $16.00万 | 0.01% | 940 | -88 | -8.6% | -$1.50万 | 减仓 |
| FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $15.96万 | 0.01% | 1,330 | 0 | 0.0% | — | 不变 |
| FEOE | FIRST EAGLE OVERSEAS EQUITY ETF | $15.87万 | 0.01% | 3,106 | -842 | -21.3% | -$4.30万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $15.82万 | 0.01% | 788 | 788 | — | $15.82万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $15.80万 | 0.01% | 6,285 | 1,237 | 24.5% | $3.11万 | 加仓 |
| — | EA ASTORIA DYNAMIC CORE US FIXED INCOME ETF | $15.76万 | 0.01% | 6,273 | 6,273 | — | $15.76万 | 新建仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $15.75万 | 0.01% | 1,284 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $15.71万 | 0.01% | 471 | -13 | -2.7% | -$4,337 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $15.67万 | 0.01% | 3,225 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $15.57万 | 0.01% | 3,765 | 3,735 | 12,450.0% | $15.44万 | 加仓 |
| — | FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF | $15.49万 | 0.01% | 2,662 | -78 | -2.8% | -$4,540 | 减仓 |
| — | INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF | $15.46万 | 0.01% | 1,309 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $15.45万 | 0.01% | 1,359 | -694 | -33.8% | -$7.89万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $15.42万 | 0.01% | 1,201 | -23 | -1.9% | -$2,954 | 减仓 |
| UNP | UNION PAC CORP COM | $15.42万 | 0.01% | 634 | 9 | 1.4% | $2,189 | 加仓 |
| — | GLADSTONE INVT CORP COM | $15.40万 | 0.01% | 10,740 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $15.38万 | 0.01% | 3,054 | -44 | -1.4% | -$2,216 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $15.30万 | 0.01% | 999 | 153 | 18.1% | $2.34万 | 加仓 |
| URI | UNITED RENTALS INC COM | $15.29万 | 0.01% | 209 | -20 | -8.7% | -$1.46万 | 减仓 |
| VST | VISTRA CORP COM | $15.28万 | 0.01% | 992 | -57 | -5.4% | -$8,777 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $15.25万 | 0.01% | 5,184 | 4,478 | 634.3% | $13.17万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $15.23万 | 0.01% | 2,467 | -605 | -19.7% | -$3.73万 | 减仓 |
| CATY | CATHAY GEN BANCORP COM | $15.18万 | 0.01% | 2,995 | 2 | 0.1% | $101 | 加仓 |
| — | INVESCO DORSEY WRIGHT ENERGY MOMENTUM ETF | $15.18万 | 0.01% | 2,623 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $14.99万 | 0.01% | 532 | 2 | 0.4% | $564 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $14.93万 | 0.01% | 4,237 | -2,447 | -36.6% | -$8.62万 | 减仓 |
| INTU | INTUIT COM | $14.86万 | 0.01% | 349 | -27 | -7.2% | -$1.15万 | 减仓 |
| ILF | ISHARES LATIN AMERICA 40 ETF | $14.82万 | 0.01% | 4,155 | 700 | 20.3% | $2.50万 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $14.82万 | 0.01% | 3,511 | -470 | -11.8% | -$1.98万 | 减仓 |
| HSY | HERSHEY CO COM | $14.79万 | 0.01% | 729 | 309 | 73.6% | $6.27万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $14.79万 | 0.01% | 724 | -57 | -7.3% | -$1.16万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $14.77万 | 0.01% | 1,941 | -306 | -13.6% | -$2.33万 | 减仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $14.66万 | 0.01% | 3,134 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $14.58万 | 0.01% | 4,083 | 4,083 | — | $14.58万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $14.57万 | 0.01% | 3,811 | 2,814 | 282.2% | $10.76万 | 加仓 |