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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD SHORT-TERM BOND ETF | $7.33万 | 0.00% | 937 | 413 | 78.8% | $3.23万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT I CL A | $7.29万 | 0.00% | 1,993 | 4 | 0.2% | $146 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC COM | $7.25万 | 0.00% | 4,873 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $7.23万 | 0.00% | 764 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $7.23万 | 0.00% | 890 | 641 | 257.4% | $5.21万 | 加仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $7.21万 | 0.00% | 4,769 | 3 | 0.1% | $45 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $7.21万 | 0.00% | 739 | 419 | 130.9% | $4.09万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $7.21万 | 0.00% | 610 | 250 | 69.4% | $2.95万 | 加仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $7.19万 | 0.00% | 1,247 | 7 | 0.6% | $404 | 加仓 |
| KBWB | INVESCO KBW BANK ETF | $7.18万 | 0.00% | 896 | 809 | 929.9% | $6.48万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $7.17万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $7.13万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $7.12万 | 0.00% | 459 | 442 | 2,600.0% | $6.85万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $7.08万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| TMB | THORNBURG MULTI SECTOR BOND ETF | $7.03万 | 0.00% | 2,757 | 2,757 | — | $7.03万 | 新建仓 |
| VAW | VANGUARD MATERIALS ETF | $7.01万 | 0.00% | 307 | -62 | -16.8% | -$1.42万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCOME COM | $7.00万 | 0.00% | 6,185 | -385 | -5.9% | -$4,354 | 减仓 |
| DBA | INVESCO DB AGRICULTURE FUND | $6.99万 | 0.00% | 2,581 | -758 | -22.7% | -$2.05万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $6.96万 | 0.00% | 1,439 | 696 | 93.7% | $3.36万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $6.90万 | 0.00% | 1,401 | 100 | 7.7% | $4,926 | 加仓 |
| WSBC | WESBANCO INC COM | $6.90万 | 0.00% | 1,998 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $6.83万 | 0.00% | 7,267 | 321 | 4.6% | $3,017 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $6.82万 | 0.00% | 455 | 69 | 17.9% | $1.03万 | 加仓 |
| — | FIDELITY PREFERRED SECURITIES & INCOME ETF | $6.80万 | 0.00% | 3,163 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $6.78万 | 0.00% | 2,418 | -72 | -2.9% | -$2,019 | 减仓 |
| — | CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF AUGUST | $6.75万 | 0.00% | 2,504 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $6.74万 | 0.00% | 2,537 | -99 | -3.8% | -$2,632 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $6.74万 | 0.00% | 199 | -160 | -44.6% | -$5.42万 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $6.73万 | 0.00% | 163 | 3 | 1.9% | $1,240 | 加仓 |
| FAD | FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND | $6.70万 | 0.00% | 416 | -44 | -9.6% | -$7,083 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $6.63万 | 0.00% | 2,742 | -11 | -0.4% | -$266 | 减仓 |
| RC | READY CAPITAL CORP COM | $6.63万 | 0.00% | 42,200 | -2,107 | -4.8% | -$3,308 | 减仓 |
| GIS | GENERAL MILLS INC COM | $6.52万 | 0.00% | 1,753 | -283 | -13.9% | -$1.05万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $6.51万 | 0.00% | 333 | -24 | -6.7% | -$4,695 | 减仓 |
| — | INVESCO OIL & GAS SERVICES ETF | $6.51万 | 0.00% | 1,597 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $6.50万 | 0.00% | 140 | -5 | -3.4% | -$2,322 | 减仓 |
| CTVA | CORTEVA INC COM | $6.50万 | 0.00% | 775 | 26 | 3.5% | $2,180 | 加仓 |
| RSPD | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | $6.42万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC COM | $6.40万 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $6.34万 | 0.00% | 2,009 | 703 | 53.8% | $2.22万 | 加仓 |
| KEY | KEYCORP COM | $6.34万 | 0.00% | 3,117 | -529 | -14.5% | -$1.08万 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $6.33万 | 0.00% | 145 | -19 | -11.6% | -$8,295 | 减仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $6.30万 | 0.00% | 960 | 8 | 0.8% | $525 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $6.26万 | 0.00% | 275 | 259 | 1,618.8% | $5.90万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $6.21万 | 0.00% | 1,279 | 44 | 3.6% | $2,138 | 加仓 |
| SMTC | SEMTECH CORP COM | $6.21万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $6.18万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $6.15万 | 0.00% | 1,379 | 176 | 14.6% | $7,854 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL COM | $6.14万 | 0.00% | 5,525 | 0 | 0.0% | — | 不变 |
| CSHI | NEOS ENHANCED INCOME 1-3 MONTH T-BILL ETF | $6.10万 | 0.00% | 1,225 | 1,225 | — | $6.10万 | 新建仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $6.09万 | 0.00% | 574 | 468 | 441.5% | $4.96万 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $6.09万 | 0.00% | 712 | 16 | 2.3% | $1,368 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $6.06万 | 0.00% | 209 | 5 | 2.5% | $1,450 | 加仓 |
| ZS | ZSCALER INC COM | $6.05万 | 0.00% | 443 | 142 | 47.2% | $1.94万 | 加仓 |
| TR | TOOTSIE ROLL INDS INC COM | $6.04万 | 0.00% | 1,402 | 1,333 | 1,931.9% | $5.74万 | 加仓 |
| — | SOURCE CAPITAL COM SHS OF BEN I | $6.03万 | 0.00% | 1,308 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $6.02万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $6.00万 | 0.00% | 1,316 | 847 | 180.6% | $3.86万 | 加仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $5.96万 | 0.00% | 591 | 60 | 11.3% | $6,047 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $5.94万 | 0.00% | 451 | -80 | -15.1% | -$1.05万 | 减仓 |
| NMFC | NEW MTN FIN CORP COM | $5.92万 | 0.00% | 7,683 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | $5.92万 | 0.00% | 638 | -189 | -22.9% | -$1.75万 | 减仓 |
| RBLX | ROBLOX CORP CL A | $5.86万 | 0.00% | 1,016 | 145 | 16.6% | $8,356 | 加仓 |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF | $5.85万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC COM | $5.85万 | 0.00% | 941 | 15 | 1.6% | $932 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $5.82万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $5.81万 | 0.00% | 500 | 500 | — | $5.81万 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $5.81万 | 0.00% | 1,592 | -199 | -11.1% | -$7,261 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $5.79万 | 0.00% | 1,930 | 18 | 0.9% | $540 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $5.78万 | 0.00% | 146 | 146 | — | $5.78万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP COM | $5.75万 | 0.00% | 799 | -17 | -2.1% | -$1,223 | 减仓 |
| PFM | INVESCO DIVIDEND ACHIEVERS ETF | $5.71万 | 0.00% | 1,115 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC CL A | $5.69万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $5.68万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| — | ISHARES NASDAQ TOP 30 STOCKS ETF | $5.67万 | 0.00% | 1,868 | 1,868 | — | $5.67万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $5.67万 | 0.00% | 1,000 | -964 | -49.1% | -$5.46万 | 减仓 |
| AME | AMETEK INC COM | $5.66万 | 0.00% | 259 | 24 | 10.2% | $5,248 | 加仓 |
| — | INFRACAP MLP ETF | $5.64万 | 0.00% | 1,262 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $5.62万 | 0.00% | 303 | 230 | 315.1% | $4.27万 | 加仓 |
| FNK | FIRST TRUST MID CAP VALUE ALPHADEX FUND | $5.62万 | 0.00% | 984 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $5.61万 | 0.00% | 326 | -7 | -2.1% | -$1,204 | 减仓 |
| — | GRANITESHARES PLATINUM TRUST | $5.59万 | 0.00% | 2,965 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $5.58万 | 0.00% | 630 | 209 | 49.6% | $1.85万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT CORP CL A | $5.54万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | $5.54万 | 0.00% | 4,007 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $5.49万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $5.48万 | 0.00% | 1,378 | 11 | 0.8% | $437 | 加仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $5.47万 | 0.00% | 1,155 | -333 | -22.4% | -$1.58万 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $5.45万 | 0.00% | 1,054 | -40 | -3.7% | -$2,068 | 减仓 |
| — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $5.41万 | 0.00% | 1,329 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC COM | $5.41万 | 0.00% | 3,282 | 2,691 | 455.3% | $4.44万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $5.36万 | 0.00% | 1,479 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $5.31万 | 0.00% | 667 | -144 | -17.8% | -$1.15万 | 减仓 |
| — | FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF | $5.30万 | 0.00% | 1,472 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $5.29万 | 0.00% | 520 | -416 | -44.4% | -$4.23万 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $5.29万 | 0.00% | 4,213 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP COM | $5.28万 | 0.00% | 12,074 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC COM | $5.25万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P SMALLCAP 600 PURE GROWTH ETF | $5.24万 | 0.00% | 909 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $5.23万 | 0.00% | 293 | 192 | 190.1% | $3.43万 | 加仓 |