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 |
|---|---|---|---|---|---|---|---|---|
| IVZ | INVESCO LTD SHS | $14.55万 | 0.01% | 5,983 | 5,949 | 17,497.1% | $14.47万 | 加仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $14.37万 | 0.01% | 2,422 | 570 | 30.8% | $3.38万 | 加仓 |
| FTA | FIRST TRUST LARGE CAP VALUE ALPHADEX FUND | $14.25万 | 0.01% | 1,548 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $14.14万 | 0.01% | 676 | -10 | -1.5% | -$2,092 | 减仓 |
| MCK | MCKESSON CORP COM | $14.13万 | 0.01% | 162 | 41 | 33.9% | $3.58万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN | $14.13万 | 0.01% | 7,064 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES U.S. CONSUMER DISCRETIONARY ETF | $13.95万 | 0.01% | 1,434 | -20 | -1.4% | -$1,946 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $13.89万 | 0.01% | 1,979 | 871 | 78.6% | $6.11万 | 加仓 |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | $13.86万 | 0.01% | 4,035 | 4,035 | — | $13.86万 | 新建仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JULY | $13.71万 | 0.01% | 5,072 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $13.68万 | 0.01% | 1,446 | 4 | 0.3% | $378 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $13.68万 | 0.01% | 3,672 | -1,110 | -23.2% | -$4.13万 | 减仓 |
| ROE | ASTORIA US EQUAL WEIGHT QUALITY KINGS ETF | $13.67万 | 0.01% | 3,837 | 3,837 | — | $13.67万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $13.54万 | 0.01% | 1,424 | 1,392 | 4,350.0% | $13.24万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $13.32万 | 0.01% | 1,879 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $13.28万 | 0.01% | 5,898 | -568 | -8.8% | -$1.28万 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $13.28万 | 0.01% | 1,206 | 1,199 | 17,128.6% | $13.20万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $13.24万 | 0.01% | 2,542 | -194 | -7.1% | -$1.01万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $13.24万 | 0.01% | 842 | 107 | 14.6% | $1.68万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $13.15万 | 0.01% | 7,551 | 121 | 1.6% | $2,107 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $13.10万 | 0.01% | 4,080 | 4,080 | — | $13.10万 | 新建仓 |
| FTNT | FORTINET INC COM | $13.07万 | 0.01% | 1,611 | 237 | 17.2% | $1.92万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $12.92万 | 0.01% | 4,049 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $12.92万 | 0.01% | 2,656 | -139 | -5.0% | -$6,761 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $12.85万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | $12.80万 | 0.01% | 6,714 | -1,709 | -20.3% | -$3.26万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $12.78万 | 0.01% | 739 | -20 | -2.6% | -$3,460 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $12.73万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $12.71万 | 0.01% | 989 | -24 | -2.4% | -$3,083 | 减仓 |
| NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | $12.61万 | 0.01% | 1,876 | 172 | 10.1% | $1.16万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $12.57万 | 0.01% | 1,603 | 688 | 75.2% | $5.40万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $12.49万 | 0.01% | 292 | -21 | -6.7% | -$8,982 | 减仓 |
| RPV | INVESCO S&P 500 PURE VALUE ETF | $12.47万 | 0.01% | 1,164 | 44 | 3.9% | $4,712 | 加仓 |
| — | NEOS ENHANCED INCOME CREDIT SELECT ETF | $12.46万 | 0.01% | 2,519 | 2,100 | 501.2% | $10.39万 | 加仓 |
| LGOV | FIRST TRUST LONG DURATION OPPORTUNITIES ETF | $12.46万 | 0.01% | 5,782 | -409 | -6.6% | -$8,814 | 减仓 |
| OGN | ORGANON & CO COMMON STOCK | $12.38万 | 0.01% | 20,164 | -6,744 | -25.1% | -$4.14万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $12.30万 | 0.01% | 1,018 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $12.26万 | 0.01% | 2,711 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $12.17万 | 0.01% | 1,955 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $12.01万 | 0.01% | 1,966 | 700 | 55.3% | $4.28万 | 加仓 |
| FSK | FS KKR CAP CORP COM | $11.98万 | 0.01% | 11,849 | 488 | 4.3% | $4,934 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $11.94万 | 0.01% | 2,933 | 2,933 | — | $11.94万 | 新建仓 |
| IBDY | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $11.89万 | 0.01% | 4,614 | 22 | 0.5% | $567 | 加仓 |
| — | GLADSTONE CAP CORP COM NEW | $11.84万 | 0.01% | 6,771 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $11.79万 | 0.01% | 639 | -64 | -9.1% | -$1.18万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $11.79万 | 0.01% | 1,898 | 0 | 0.0% | — | 不变 |
| SMA | SMARTSTOP SELF STORAG REIT INC COMMON STOCK | $11.77万 | 0.01% | 3,868 | -19,426 | -83.4% | -$59.11万 | 减仓 |
| GM | GENERAL MTRS CO COM | $11.74万 | 0.01% | 1,565 | 95 | 6.5% | $7,129 | 加仓 |
| BBY | BEST BUY INC COM | $11.70万 | 0.01% | 1,820 | 1,591 | 694.8% | $10.23万 | 加仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $11.70万 | 0.01% | 1,994 | 362 | 22.2% | $2.12万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $11.58万 | 0.01% | 2,340 | -1,277 | -35.3% | -$6.32万 | 减仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $11.57万 | 0.01% | 2,321 | 2,321 | — | $11.57万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $11.57万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES GLOBAL ENERGY ETF | $11.50万 | 0.01% | 2,061 | -10 | -0.5% | -$558 | 减仓 |
| — | INNOVATOR EQUITY MANAGED 100 BUFFER ETF | $11.48万 | 0.01% | 4,353 | 4,353 | — | $11.48万 | 新建仓 |
| UI | UBIQUITI INC COM | $11.44万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $11.42万 | 0.01% | 60 | -26 | -30.2% | -$4.95万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $11.40万 | 0.01% | 4,411 | 1 | 0.0% | $26 | 加仓 |
| CMI | CUMMINS INC COM | $11.39万 | 0.01% | 207 | -14 | -6.3% | -$7,701 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $11.26万 | 0.01% | 403 | 126 | 45.5% | $3.52万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $11.24万 | 0.01% | 5,800 | 2,533 | 77.5% | $4.91万 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $11.13万 | 0.01% | 752 | -71 | -8.6% | -$1.05万 | 减仓 |
| — | INVESCO NEXT GEN MEDIA AND GAMING ETF | $11.07万 | 0.01% | 2,160 | -122 | -5.3% | -$6,254 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $11.04万 | 0.01% | 1,341 | 6 | 0.4% | $494 | 加仓 |
| AHRT | AH RLTY TR INC COM | $11.04万 | 0.01% | 20,436 | -2,118 | -9.4% | -$1.14万 | 减仓 |
| DASH | DOORDASH INC CL A | $11.03万 | 0.01% | 733 | 133 | 22.2% | $2.00万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $11.01万 | 0.01% | 1,502 | -141 | -8.6% | -$1.03万 | 减仓 |
| FXD | FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND | $10.95万 | 0.01% | 1,699 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $10.92万 | 0.01% | 508 | -330 | -39.4% | -$7.09万 | 减仓 |
| COHR | COHERENT CORP COM | $10.88万 | 0.01% | 439 | -118 | -21.2% | -$2.92万 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $10.86万 | 0.01% | 2,281 | -225 | -9.0% | -$1.07万 | 减仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $10.79万 | 0.01% | 2,255 | -197 | -8.0% | -$9,424 | 减仓 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $10.74万 | 0.01% | 813 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $10.69万 | 0.01% | 840 | -72 | -7.9% | -$9,165 | 减仓 |
| YOU | CLEAR SECURE INC COM CL A | $10.64万 | 0.01% | 2,167 | 1,149 | 112.9% | $5.64万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $10.62万 | 0.01% | 1,861 | -14 | -0.7% | -$799 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $10.60万 | 0.01% | 857 | 283 | 49.3% | $3.50万 | 加仓 |
| MCO | MOODYS CORP COM | $10.58万 | 0.01% | 241 | -15 | -5.9% | -$6,582 | 减仓 |
| IWX | ISHARES RUSSELL TOP 200 VALUE ETF | $10.52万 | 0.01% | 1,130 | 123 | 12.2% | $1.15万 | 加仓 |
| TER | TERADYNE INC COM | $10.52万 | 0.01% | 337 | 275 | 443.5% | $8.59万 | 加仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $10.52万 | 0.01% | 1,925 | 150 | 8.5% | $8,196 | 加仓 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $10.51万 | 0.01% | 1,335 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $10.49万 | 0.01% | 884 | 366 | 70.7% | $4.34万 | 加仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $10.49万 | 0.01% | 927 | 90 | 10.8% | $1.02万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $10.45万 | 0.01% | 2,279 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $10.41万 | 0.01% | 1,497 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $10.41万 | 0.01% | 983 | -466 | -32.2% | -$4.94万 | 减仓 |
| NXTG | FIRST TRUST INDXX NEXTG ETF | $10.37万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $10.35万 | 0.00% | 2,118 | -260 | -10.9% | -$1.27万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $10.35万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $10.33万 | 0.00% | 398 | 129 | 48.0% | $3.35万 | 加仓 |
| GLW | CORNING INC COM | $10.33万 | 0.00% | 725 | 149 | 25.9% | $2.12万 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $10.28万 | 0.00% | 776 | 20 | 2.6% | $2,649 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $10.21万 | 0.00% | 926 | 892 | 2,623.5% | $9.84万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC COM | $10.19万 | 0.00% | 9,383 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $10.16万 | 0.00% | 1,251 | -92 | -6.9% | -$7,475 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $10.13万 | 0.00% | 2,796 | 12 | 0.4% | $435 | 加仓 |
| DMBS | DOUBLELINE MORTGAGE ETF | $10.13万 | 0.00% | 2,060 | 2,060 | — | $10.13万 | 新建仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $10.12万 | 0.00% | 2,588 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $10.12万 | 0.00% | 1,738 | 53 | 3.1% | $3,086 | 加仓 |