13F 机构持仓

Sound Income Strategies, LLC

FT LAUDERDALE FL · SEC CIK 0001730960

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.4%
ARCC 2.3%
GBDC 2.3%
TSLX 2.2%
OBDC 2.1%
SHYG 2.1%
HYEM 2.0%
BXSL 1.9%
PFLT 1.9%
EMHY 1.9%

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
COO COOPER COS INC COM $5.23万0.00%732 732— $5.23万 新建仓
EWZ ISHARES MSCI BRAZIL ETF $5.20万0.00%1,355 -29-2.1% -$1,113 减仓
EXR EXTRA SPACE STORAGE INC COM $5.19万0.00%392 00.0% — 不变
CL COLGATE PALMOLIVE CO COM $5.19万0.00%607 30.5% $256 加仓
SPOT SPOTIFY TECHNOLOGY S A SHS $5.17万0.00%110 54.8% $2,350 加仓
IDU ISHARES U.S. UTILITIES ETF $5.10万0.00%438 20.5% $233 加仓
BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT $5.10万0.00%1,404 00.0% — 不变
VOX VANGUARD COMMUNICATION SERVICES ETF $5.10万0.00%281 00.0% — 不变
UNM UNUM GROUP COM $5.08万0.00%688 00.0% — 不变
LIN LINDE PLC SHS $5.06万0.00%102 -972-90.5% -$48.21万 减仓
WFRD WEATHERFORD INTL PLC ORD SHS $5.06万0.00%537 00.0% — 不变
HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF $5.06万0.00%1,091 00.0% — 不变
RL RALPH LAUREN CORP CL A $5.05万0.00%143 143— $5.05万 新建仓
VTR VENTAS INC COM $5.02万0.00%613 00.0% — 不变
IG PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF $5.02万0.00%2,441 -90-3.6% -$1,851 减仓
VCEB VANGUARD ESG U.S. CORPORATE BOND ETF $5.01万0.00%800 00.0% — 不变
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF $4.96万0.00%930 394.4% $2,080 加仓
APMU ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF $4.96万0.00%1,993 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER $4.95万0.00%2,027 -927-31.4% -$2.27万 减仓
— INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF $4.95万0.00%1,004 00.0% — 不变
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT $4.94万0.00%3,442 381.1% $545 加仓
BWA BORGWARNER INC COM $4.92万0.00%902 30.3% $164 加仓
ITB ISHARES U.S. HOME CONSTRUCTION ETF $4.92万0.00%540 00.0% — 不变
FSLY FASTLY INC CL A $4.90万0.00%1,513 1,513— $4.90万 新建仓
PODD INSULET CORP COM $4.89万0.00%236 2314,620.0% $4.78万 加仓
— CARNIVAL PLC ADS $4.88万0.00%1,840 00.0% — 不变
JETS U.S. GLOBAL JETS ETF $4.87万0.00%1,926 00.0% — 不变
IHAK ISHARES CYBERSECURITY & TECH ETF $4.87万0.00%1,099 00.0% — 不变
— CALAMOS BITCOIN 80 SERIES STRUCTURED ALT PROTECTION ETF - OCTOBER $4.86万0.00%2,425 2,425— $4.86万 新建仓
CCJ CAMECO CORP COM $4.83万0.00%435 00.0% — 不变
VIRT VIRTU FINL INC CL A $4.83万0.00%1,089 100.9% $444 加仓
VGSH VANGUARD SHORT-TERM TREASURY ETF $4.80万0.00%823 00.0% — 不变
QTUM DEFIANCE QUANTUM ETF $4.79万0.00%439 8323.3% $9,064 加仓
GH GUARDANT HEALTH INC COM $4.79万0.00%525 -47-8.2% -$4,284 减仓
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $4.76万0.00%1,167 30.3% $122 加仓
FTCB FIRST TRUST CORE INVESTMENT GRADE ETF $4.76万0.00%2,271 24011.8% $5,026 加仓
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF $4.74万0.00%594 00.0% — 不变
FEM FIRST TRUST EMERGING MARKETS ALPHADEX FUND $4.74万0.00%1,563 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC COM $4.73万0.00%845 00.0% — 不变
SLI STANDARD LITHIUM CORP COM $4.73万0.00%13,700 00.0% — 不变
IHI ISHARES U.S. MEDICAL DEVICES ETF $4.71万0.00%882 -75-7.8% -$4,008 减仓
TRGP TARGA RES CORP COM $4.70万0.00%192 167668.0% $4.09万 加仓
— INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF $4.68万0.00%1,606 1,606— $4.68万 新建仓
TD TORONTO DOMINION BK ONT COM NEW $4.66万0.00%492 265.6% $2,462 加仓
SCHA SCHWAB U.S. SMALL-CAP ETF $4.63万0.00%1,576 00.0% — 不变
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF $4.62万0.00%635 00.0% — 不变
— INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF $4.62万0.00%912 912— $4.62万 新建仓
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF $4.61万0.00%491 132.7% $1,220 加仓
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF $4.60万0.00%1,227 -214-14.9% -$8,029 减仓
FTSL FIRST TRUST SENIOR LOAN FUND $4.60万0.00%1,026 599140.3% $2.69万 加仓
DJAN FT VEST US EQUITY DEEP BUFFER ETF - JANUARY $4.60万0.00%1,078 00.0% — 不变
UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY $4.59万0.00%1,076 1,076— $4.59万 新建仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $4.59万0.00%1,517 00.0% — 不变
HYBL STATE STREET BLACKSTONE HIGH INCOME ETF $4.57万0.00%1,650 1,300371.4% $3.60万 加仓
HWM HOWMET AEROSPACE INC COM $4.57万0.00%191 6652.8% $1.58万 加仓
GBIL ACCESS TREASURY 0-1 YEAR ETF $4.57万0.00%457 457— $4.57万 新建仓
GENI GENIUS SPORTS LIMITED SHARES CL A $4.54万0.00%10,000 00.0% — 不变
QFLR INNOVATOR NASDAQ-100 MANAGED FLOOR ETF $4.54万0.00%1,353 1,353— $4.54万 新建仓
JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF $4.53万0.00%1,001 798.6% $3,573 加仓
SSB SOUTHSTATE BK CORP COM $4.49万0.00%480 00.0% — 不变
DMAR FT VEST US EQUITY DEEP BUFFER ETF - MARCH $4.49万0.00%1,056 00.0% — 不变
— CALAMOS NASDAQ-100 STRUCTURED ALT PROTECTION ETF - DECEMBER $4.47万0.00%1,690 1,690— $4.47万 新建仓
— FIRST TRUST SMALL CAP VALUE ALPHADEX FUND $4.46万0.00%722 00.0% — 不变
AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF $4.44万0.00%436 230111.7% $2.34万 加仓
— GLOBAL X MSCI COLOMBIA ETF $4.43万0.00%1,115 22525.3% $8,935 加仓
EQWL INVESCO S&P 100 EQUAL WEIGHT ETF $4.42万0.00%383 383— $4.42万 新建仓
SAIC SCIENCE APPLICATIONS INTL CORP COM $4.41万0.00%453 10.2% $97 加仓
FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF $4.39万0.00%1,519 1,175341.6% $3.40万 加仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $4.36万0.00%3,259 00.0% — 不变
— CALAMOS S&P 500 STRUCTURED ALT PROTECTION ETF - SEPTEMBER $4.35万0.00%1,608 00.0% — 不变
DPZ DOMINOS PIZZA INC COM $4.34万0.00%120 43.4% $1,446 加仓
DKS DICKS SPORTING GOODS INC COM $4.34万0.00%226 -40-15.0% -$7,676 减仓
FTQI FIRST TRUST NASDAQ BUYWRITE INCOME ETF $4.31万0.00%2,143 00.0% — 不变
RING ISHARES MSCI GLOBAL GOLD MINERS ETF $4.29万0.00%520 00.0% — 不变
FNCL FIDELITY MSCI FINANCIALS INDEX ETF $4.27万0.00%608 00.0% — 不变
— FRANKLIN LTD DURATION INCOME T COM $4.27万0.00%7,304 841.2% $491 加仓
— INVESCO FOOD & BEVERAGE ETF $4.26万0.00%868 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM $4.26万0.00%215 -517-70.6% -$10.25万 减仓
— THEMES URANIUM & NUCLEAR ETF $4.23万0.00%955 955— $4.23万 新建仓
RS RELIANCE INC COM $4.21万0.00%137 00.0% — 不变
MRNA MODERNA INC COM $4.19万0.00%837 00.0% — 不变
SPXC SPX TECHNOLOGIES INC COM $4.19万0.00%206 00.0% — 不变
CCI CROWN CASTLE INC COM $4.16万0.00%515 -83-13.9% -$6,708 减仓
MPT MEDICAL PROPERTIES TRUST INC COM $4.16万0.00%8,968 -1,221-12.0% -$5,665 减仓
UEC URANIUM ENERGY CORP COM $4.16万0.00%3,094 00.0% — 不变
YUMC YUM CHINA HLDGS INC COM $4.15万0.00%845 161.9% $785 加仓
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND $4.14万0.00%952 00.0% — 不变
DAL DELTA AIR LINES INC COM NEW $4.12万0.00%610 -166-21.4% -$1.12万 减仓
RITM RITHM CAPITAL CORP COM NEW $4.11万0.00%4,343 4,0181,236.3% $3.81万 重新持有
BAX BAXTER INTL INC COM $4.10万0.00%2,442 -27-1.1% -$453 减仓
CALF PACER US SMALL CAP CASH COWS ETF $4.10万0.00%912 -1,695-65.0% -$7.61万 减仓
BTZ BLACKROCK CR ALLOCATION COM $4.09万0.00%4,025 731.8% $742 加仓
ARKK ARK INNOVATION ETF $4.08万0.00%596 -697-53.9% -$4.77万 减仓
IYF ISHARES U.S. FINANCIALS ETF $4.07万0.00%345 133.9% $1,535 加仓
QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF $4.06万0.00%318 00.0% — 不变
ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART $4.05万0.00%1,470 00.0% — 不变
VXF VANGUARD EXTENDED MARKET ETF $4.04万0.00%195 73.7% $1,451 加仓
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF $4.04万0.00%508 00.0% — 不变
ILCV ISHARES MORNINGSTAR VALUE ETF $4.04万0.00%432 9628.6% $8,970 加仓
WNEB WESTERN NEW ENG BANCORP INC COM $4.03万0.00%3,082 3,082— $4.03万 新建仓