13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$22.28亿2026Q2 申报市值
483持仓数
20.5%前十大占比 · 第一大 2.6%
10 / 2123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 2.6%
ARCC 2.3%
GBDC 2.2%
TSLX 2.1%
OBDC 2.1%
BXSL 1.9%
SHYG 1.9%
HYEM 1.9%
EMHY 1.8%
PFLT 1.8%

2026Q2 买入最多 按季末市值估算

AMT 加仓+$1,689.55万
CLX 加仓+$920.21万
G 新建仓+$634.36万
ACN 加仓+$601.28万
KHC 加仓+$462.56万

2026Q2 卖出最多 按季末市值估算

DLR 减仓-$1,892.43万
C 减仓-$1,218.31万
CSCO 减仓-$916.72万
DINO 减仓-$506.39万
BNY 减仓-$476.92万

2026Q2 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
— CALAMOS ETF TR $26.72万0.01%9,672 00.0% — 不变
XAR SPDR SERIES TRUST $26.62万0.01%938 141.5% $3,974 加仓
TDIV FIRST TR EXCHANGE TRADED FD $26.55万0.01%2,312 1054.8% $1.21万 加仓
OGN ORGANON & CO $26.48万0.01%19,553 -611-3.0% -$8,273 减仓
— CALAMOS ETF TR $26.18万0.01%9,465 2,19930.3% $6.08万 加仓
SYY SYSCO CORP $26.16万0.01%3,130 501.6% $4,180 加仓
BTI BRITISH AMERN TOB PLC $26.04万0.01%4,216 -161-3.7% -$9,944 减仓
WEC WEC ENERGY GROUP INC $25.92万0.01%2,220 803.7% $9,340 加仓
FCG FIRST TR EXCHANGE-TRADED FD $25.86万0.01%9,718 5265.7% $1.40万 加仓
VRTX VERTEX PHARMACEUTICALS INC $25.58万0.01%515 -14-2.6% -$6,954 减仓
XLE SELECT SECTOR SPDR TR $25.56万0.01%4,813 -719-13.0% -$3.82万 减仓
SHW SHERWIN WILLIAMS CO $25.03万0.01%727 30.4% $1,033 加仓
BITB BITWISE BITCOIN ETF TR $25.02万0.01%7,852 -237-2.9% -$7,551 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $24.99万0.01%5,021 2545.3% $1.26万 加仓
ITA ISHARES TR $24.99万0.01%1,031 -295-22.2% -$7.15万 减仓
TTC TORO CO $24.95万0.01%2,561 100.4% $974 加仓
FXO FIRST TR EXCHANGE-TRADED FD $24.83万0.01%3,976 00.0% — 不变
URI UNITED RENTALS INC $24.81万0.01%219 104.8% $1.13万 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $24.60万0.01%1,932 00.0% — 不变
NBIS NEBIUS GROUP N.V. $24.44万0.01%885 625240.4% $17.26万 加仓
CEG CONSTELLATION ENERGY CORP $24.44万0.01%984 581144.2% $14.43万 加仓
XLP SELECT SECTOR SPDR TR $24.33万0.01%2,929 -111-3.7% -$9,220 减仓
MCK MCKESSON CORP $24.19万0.01%320 15897.5% $11.94万 加仓
CSX CSX CORP $24.12万0.01%5,075 -995-16.4% -$4.73万 减仓
D DOMINION ENERGY INC $24.06万0.01%3,524 1644.9% $1.12万 加仓
XRN CHIRON REAL ESTATE INC $24.01万0.01%6,398 -115-1.8% -$4,315 减仓
TFC TRUIST FINL CORP $23.81万0.01%4,780 -114-2.3% -$5,680 减仓
F FORD MTR CO $23.81万0.01%17,126 -1,108-6.1% -$1.54万 减仓
IWF ISHARES TR $23.73万0.01%1,911 -97-4.8% -$1.20万 减仓
IRM IRON MTN INC DEL $23.72万0.01%1,878 -206-9.9% -$2.60万 减仓
IJJ ISHARES TR $23.69万0.01%1,604 -125-7.2% -$1.85万 减仓
EXPE EXPEDIA GROUP INC $23.67万0.01%925 650236.4% $16.63万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $23.65万0.01%4,908 00.0% — 不变
IWR ISHARES TR $23.62万0.01%2,141 -394-15.5% -$4.35万 减仓
TMFC RBB FD INC $22.99万0.01%3,019 1786.3% $1.36万 加仓
ETN EATON CORP PLC $22.94万0.01%538 -821-60.4% -$35.01万 减仓
FTNT FORTINET INC $22.90万0.01%1,491 -120-7.4% -$1.84万 减仓
TMO THERMO FISHER SCIENTIFIC INC $22.82万0.01%455 132.9% $6,520 加仓
JOBY JOBY AVIATION INC $22.79万0.01%25,547 2,74912.1% $2.45万 加仓
XLI SELECT SECTOR SPDR TR $22.78万0.01%1,230 393.3% $7,223 加仓
DIVO AMPLIFY ETF TR $22.72万0.01%4,971 94423.4% $4.31万 加仓
EW EDWARDS LIFESCIENCES CORP $22.64万0.01%2,503 1,613181.2% $14.59万 加仓
DVYE ISHARES INC $22.64万0.01%7,025 2,99074.1% $9.64万 加仓
HOOD ROBINHOOD MKTS INC $22.60万0.01%2,254 2,047988.9% $20.53万 加仓
EMR EMERSON ELEC CO $22.60万0.01%1,579 14810.3% $2.12万 加仓
VV VANGUARD INDEX FDS $22.31万0.01%649 -13-2.0% -$4,468 减仓
IGLB ISHARES TR $22.13万0.01%4,422 -287-6.1% -$1.44万 减仓
CRI CARTERS INC $22.12万0.01%5,375 -171-3.1% -$7,039 减仓
TPR TAPESTRY INC $22.08万0.01%1,509 857131.4% $12.54万 加仓
ED CONSOLIDATED EDISON INC $22.05万0.01%1,993 -7-0.4% -$774 减仓
— INNOVATOR ETFS TRUST $21.95万0.01%8,806 00.0% — 不变
DXCM DEXCOM INC $21.67万0.01%3,218 1,777123.3% $11.97万 加仓
SNA SNAP ON INC $21.65万0.01%538 -78-12.7% -$3.14万 减仓
— INVESCO EXCHANGE TRADED FD T $21.56万0.01%1,022 871576.8% $18.37万 加仓
IWY ISHARES TR $21.54万0.01%741 -12-1.6% -$3,488 减仓
— WARNER BROS DISCOVERY INC $21.46万0.01%8,051 -685-7.8% -$1.83万 减仓
XME SPDR SERIES TRUST $21.42万0.01%2,003 1508.1% $1.60万 加仓
PHO INVESCO EXCHANGE TRADED FD T $21.37万0.01%3,094 -335-9.8% -$2.31万 减仓
— FIRST TR EXCHANGE-TRADED FD $21.33万0.01%10,386 10,386— $21.33万 新建仓
— CALAMOS ETF TR $21.33万0.01%7,710 2,63852.0% $7.30万 加仓
DOW DOW HLDGS INC $21.02万0.01%7,682 -190-2.4% -$5,198 减仓
AIRR FIRST TR EXCHANGE TRADED FD $20.85万0.01%1,565 63868.8% $8.50万 加仓
MUB ISHARES TR $20.75万0.01%1,928 25615.3% $2.75万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $20.66万0.01%3,951 00.0% — 不变
VCR VANGUARD WORLD FD $20.62万0.01%520 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $20.60万0.01%4,074 1924.9% $9,709 加仓
PDI PIMCO DYNAMIC INCOME FD $20.59万0.01%12,327 4,77663.2% $7.98万 加仓
AFG AMERICAN FINANCIAL GROUP INC $20.50万0.01%1,465 00.0% — 不变
XEL XCEL ENERGY INC $20.42万0.01%2,543 1255.2% $1.00万 加仓
FNX FIRST TR EXCHANGE-TRADED ALP $20.27万0.01%1,385 00.0% — 不变
REZ ISHARES TR $20.10万0.01%2,123 -95-4.3% -$8,995 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $18.13万0.01%13,932 -924-6.2% -$1.20万 减仓
— GLADSTONE INVT CORP $16.16万0.01%10,456 -284-2.6% -$4,391 减仓
AHRT AH RLTY TR INC $14.90万0.01%21,043 6073.0% $4,297 加仓
FSK FS KKR CAP CORP $11.66万0.01%11,107 -742-6.3% -$7,791 减仓
GSBD GOLDMAN SACHS BDC INC $9.73万0.00%10,263 -2-0.0% -$19 减仓
BBDC BARINGS BDC INC $9.09万0.00%10,674 -892-7.7% -$7,600 减仓
— GOLD RESOURCE CORP $8.10万0.00%64,257 00.0% — 不变
RC READY CAPITAL CORP $7.25万0.00%41,424 -776-1.8% -$1,358 减仓
XRX XEROX HOLDINGS CORP $6.27万0.00%20,047 9725.1% $3,042 加仓
GENI GENIUS SPORTS LIMITED $6.06万0.00%10,000 00.0% — 不变
— PENNANTPARK INVT CORP $4.19万0.00%12,074 00.0% — 不变
SLI STANDARD LITHIUM CORP $3.77万0.00%13,700 00.0% — 不变
XEVTX EATON VANCE TAX ADVT DIV INCM COM $00.00%0 -15,026-100.0% -$37.31万 清仓
XEXGX EATON VANCE TAX-MANAGED GLOBAL COM $00.00%0 -41,604-100.0% -$36.82万 清仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $00.00%0 -4,223-100.0% -$33.38万 清仓
TFLO ISHARES TREASURY FLOATING RATE BOND ETF $00.00%0 -6,526-100.0% -$32.95万 清仓
— ISHARES LARGE CAP VALUE ACTIVE ETF $00.00%0 -8,347-100.0% -$30.30万 清仓
TLT ISHARES 20 YEAR TREASURY BOND ETF $00.00%0 -3,425-100.0% -$29.54万 清仓
PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR $00.00%0 -8,089-100.0% -$29.20万 清仓
— HONEYWELL INTL INC COM $00.00%0 -1,237-100.0% -$28.23万 清仓
RWL INVESCO S&P 500 REVENUE ETF $00.00%0 -2,404-100.0% -$27.70万 清仓
BP BP PLC SPONSORED ADR $00.00%0 -5,314-100.0% -$24.54万 清仓
FMDE FIDELITY ENHANCED MID CAP ETF $00.00%0 -6,618-100.0% -$24.04万 清仓
AWK AMERICAN WTR WKS CO INC NEW COM $00.00%0 -1,643-100.0% -$22.47万 清仓
TM TOYOTA MOTOR CORP ADS $00.00%0 -1,072-100.0% -$22.47万 清仓
ABT ABBOTT LABORATORIES COM $00.00%0 -2,166-100.0% -$22.18万 清仓
BF/B BROWN FORMAN CORP CL B $00.00%0 -8,325-100.0% -$22.07万 清仓
HCA HCA HEALTHCARE INC COM $00.00%0 -440-100.0% -$20.89万 清仓
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF $00.00%0 -4,169-100.0% -$20.79万 清仓