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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK COM | $10.11万 | 0.00% | 2,413 | 0 | 0.0% | — | 不变 |
| — | INVESCO LEISURE AND ENTERTAINMENT ETF | $10.07万 | 0.00% | 1,716 | -179 | -9.4% | -$1.05万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $10.04万 | 0.00% | 970 | 970 | — | $10.04万 | 新建仓 |
| CLOI | VANECK CLO ETF | $9.93万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| — | TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS | $9.92万 | 0.00% | 7,222 | -1,500 | -17.2% | -$2.06万 | 减仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $9.91万 | 0.00% | 2,116 | 467 | 28.3% | $2.19万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $9.91万 | 0.00% | 1,985 | 104 | 5.5% | $5,190 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $9.87万 | 0.00% | 1,028 | 410 | 66.3% | $3.94万 | 加仓 |
| UGI | UGI CORP NEW COM | $9.86万 | 0.00% | 2,735 | -104 | -3.7% | -$3,751 | 减仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $9.82万 | 0.00% | 676 | -662 | -49.5% | -$9.62万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $9.78万 | 0.00% | 577 | 90 | 18.5% | $1.53万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $9.72万 | 0.00% | 4,017 | 2,613 | 186.1% | $6.32万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $9.67万 | 0.00% | 1,336 | -49,910 | -97.4% | -$361.15万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $9.62万 | 0.00% | 3,160 | 36 | 1.2% | $1,096 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $9.61万 | 0.00% | 811 | 614 | 311.7% | $7.28万 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $9.54万 | 0.00% | 869 | -156 | -15.2% | -$1.71万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $9.47万 | 0.00% | 228 | 228 | — | $9.47万 | 新建仓 |
| VPU | VANGUARD UTILITIES ETF | $9.46万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $9.45万 | 0.00% | 5,438 | 2,122 | 64.0% | $3.69万 | 加仓 |
| KKR | KKR & CO INC COM | $9.44万 | 0.00% | 1,034 | -50 | -4.6% | -$4,566 | 减仓 |
| FAST | FASTENAL CO COM | $9.44万 | 0.00% | 2,025 | 232 | 12.9% | $1.08万 | 加仓 |
| — | ASTORIA REAL ASSETS ETF | $9.44万 | 0.00% | 4,486 | 4,486 | — | $9.44万 | 新建仓 |
| BBDC | BARINGS BDC INC COM | $9.44万 | 0.00% | 11,566 | 268 | 2.4% | $2,187 | 加仓 |
| TPR | TAPESTRY INC COM | $9.41万 | 0.00% | 652 | 338 | 107.6% | $4.88万 | 加仓 |
| CI | THE CIGNA GROUP COM | $9.39万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $9.34万 | 0.00% | 1,075 | 129 | 13.6% | $1.12万 | 加仓 |
| — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $9.33万 | 0.00% | 3,971 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $9.30万 | 0.00% | 1,265 | 91 | 7.8% | $6,687 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE ALPHADEX FUND | $9.29万 | 0.00% | 840 | -338 | -28.7% | -$3.74万 | 减仓 |
| OC | OWENS CORNING NEW COM | $9.28万 | 0.00% | 865 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $9.23万 | 0.00% | 4,918 | -1,234 | -20.1% | -$2.32万 | 减仓 |
| USB | US BANCORP COM NEW | $9.21万 | 0.00% | 1,746 | -171 | -8.9% | -$9,020 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $9.14万 | 0.00% | 279 | 7 | 2.6% | $2,294 | 加仓 |
| — | INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF | $9.12万 | 0.00% | 844 | -90 | -9.6% | -$9,723 | 减仓 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $9.10万 | 0.00% | 3,140 | 1,744 | 124.9% | $5.05万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. CL A | $9.05万 | 0.00% | 5,213 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $9.02万 | 0.00% | 1,741 | 90 | 5.5% | $4,665 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $9.01万 | 0.00% | 281 | 30 | 12.0% | $9,623 | 加仓 |
| NUE | NUCOR CORP COM | $9.00万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $8.99万 | 0.00% | 10,265 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $8.99万 | 0.00% | 1,441 | -8 | -0.6% | -$499 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $8.90万 | 0.00% | 574 | 45 | 8.5% | $6,977 | 加仓 |
| FALN | ISHARES FALLEN ANGELS USD BOND ETF | $8.88万 | 0.00% | 3,321 | -32 | -1.0% | -$855 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $8.87万 | 0.00% | 883 | 851 | 2,659.4% | $8.55万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $8.85万 | 0.00% | 918 | 339 | 58.5% | $3.27万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $8.83万 | 0.00% | 339 | -7 | -2.0% | -$1,823 | 减仓 |
| NDSN | NORDSON CORP COM | $8.82万 | 0.00% | 330 | -329 | -49.9% | -$8.80万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $8.79万 | 0.00% | 396 | 38 | 10.6% | $8,438 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $8.78万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $8.78万 | 0.00% | 625 | -86 | -12.1% | -$1.21万 | 减仓 |
| RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $8.71万 | 0.00% | 1,068 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $8.68万 | 0.00% | 1,009 | -64 | -6.0% | -$5,507 | 减仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $8.68万 | 0.00% | 1,777 | 54 | 3.1% | $2,638 | 加仓 |
| FDX | FEDEX CORP COM | $8.64万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $8.63万 | 0.00% | 111 | -1 | -0.9% | -$777 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $8.61万 | 0.00% | 419 | 57 | 15.7% | $1.17万 | 加仓 |
| PLD | PROLOGIS INC. COM | $8.53万 | 0.00% | 640 | 58 | 10.0% | $7,734 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $8.47万 | 0.00% | 1,068 | 138 | 14.8% | $1.09万 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $8.47万 | 0.00% | 893 | -39 | -4.2% | -$3,699 | 减仓 |
| — | SEALED AIR CORP NEW COM | $8.46万 | 0.00% | 2,010 | -259 | -11.4% | -$1.09万 | 减仓 |
| CTAS | CINTAS CORP COM | $8.43万 | 0.00% | 490 | -94 | -16.1% | -$1.62万 | 减仓 |
| AOA | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $8.33万 | 0.00% | 936 | 2 | 0.2% | $178 | 加仓 |
| — | UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 2037 | $8.33万 | 0.00% | 1,458 | 1,458 | — | $8.33万 | 新建仓 |
| — | PGIM SHORT DURATION MULTI-SECTOR BOND ETF | $8.32万 | 0.00% | 1,631 | 1,631 | — | $8.32万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $8.31万 | 0.00% | 1,357 | 113 | 9.1% | $6,917 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $8.30万 | 0.00% | 907 | -21 | -2.3% | -$1,922 | 减仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $8.29万 | 0.00% | 8,750 | 779 | 9.8% | $7,377 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $8.27万 | 0.00% | 781 | 724 | 1,270.2% | $7.66万 | 加仓 |
| IWMI | NEOS RUSSELL 2000 HIGH INCOME ETF | $8.21万 | 0.00% | 1,725 | 1,725 | — | $8.21万 | 新建仓 |
| — | GOLD RESOURCE CORP COM | $8.16万 | 0.00% | 64,257 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STATES COPPER INDEX FUND | $8.15万 | 0.00% | 2,372 | 43 | 1.8% | $1,477 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $8.14万 | 0.00% | 717 | -13 | -1.8% | -$1,476 | 减仓 |
| BLK | BLACKROCK INC COM | $8.07万 | 0.00% | 84 | -4 | -4.5% | -$3,842 | 减仓 |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | $8.06万 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $8.02万 | 0.00% | 554 | 68 | 14.0% | $9,843 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $7.98万 | 0.00% | 1,705 | -203 | -10.6% | -$9,507 | 减仓 |
| APH | AMPHENOL CORP CL A | $7.97万 | 0.00% | 624 | 10 | 1.6% | $1,277 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $7.83万 | 0.00% | 146 | -1 | -0.7% | -$537 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $7.82万 | 0.00% | 223 | 5 | 2.3% | $1,754 | 加仓 |
| — | FIRST TRUST NASDAQ OIL & GAS ETF | $7.82万 | 0.00% | 2,096 | -333 | -13.7% | -$1.24万 | 减仓 |
| AES | AES CORP COM | $7.81万 | 0.00% | 5,503 | 5,503 | — | $7.81万 | 新建仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $7.80万 | 0.00% | 3,518 | -56 | -1.6% | -$1,241 | 减仓 |
| FXN | FIRST TRUST ENERGY ALPHADEX FUND | $7.79万 | 0.00% | 3,575 | 1,244 | 53.4% | $2.71万 | 加仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF JUNE | $7.78万 | 0.00% | 2,859 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC COM | $7.67万 | 0.00% | 6,282 | 2,350 | 59.8% | $2.87万 | 加仓 |
| — | FIRST TRUST MULTI CAP VALUE ALPHADEX FUND | $7.66万 | 0.00% | 811 | -80 | -9.0% | -$7,561 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $7.64万 | 0.00% | 521 | 16 | 3.2% | $2,345 | 加仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $7.61万 | 0.00% | 1,884 | 8 | 0.4% | $323 | 加仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $7.61万 | 0.00% | 989 | 212 | 27.3% | $1.63万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $7.60万 | 0.00% | 3,690 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR COM | $7.58万 | 0.00% | 2,767 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TRUST NASDAQ BANK ETF | $7.48万 | 0.00% | 2,045 | 1,938 | 1,811.2% | $7.09万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $7.46万 | 0.00% | 436 | -9 | -2.0% | -$1,540 | 减仓 |
| — | CALAMOS RUSSELL 2000 STRUCTURED ALT PROTECTION ETF JANUARY | $7.45万 | 0.00% | 2,745 | 2,745 | — | $7.45万 | 新建仓 |
| AR | ANTERO RESOURCES CORP COM | $7.45万 | 0.00% | 1,824 | 0 | 0.0% | — | 不变 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $7.41万 | 0.00% | 1,424 | 1,424 | — | $7.41万 | 新建仓 |
| HYLS | FIRST TRUST TACTICAL HIGH YIELD ETF | $7.39万 | 0.00% | 1,818 | 602 | 49.5% | $2.45万 | 加仓 |
| UUUU | ENERGY FUELS INC COM NEW | $7.36万 | 0.00% | 4,100 | 600 | 17.1% | $1.08万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $7.34万 | 0.00% | 791 | 2 | 0.3% | $186 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $7.33万 | 0.00% | 348 | -9 | -2.5% | -$1,896 | 减仓 |