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 |
|---|---|---|---|---|---|---|---|---|
| HTGC | HERCULES CAPITAL INC COM | $4,924.28万 | 2.38% | 3,382,058 | 678,783 | 25.1% | $988.31万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $4,722.51万 | 2.28% | 2,663,571 | 46,782 | 1.8% | $82.94万 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $4,688.17万 | 2.26% | 3,750,533 | 147,734 | 4.1% | $184.67万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDING COM | $4,656.18万 | 2.25% | 2,571,052 | 59,937 | 2.4% | $108.55万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $4,278.98万 | 2.07% | 3,976,748 | 196,847 | 5.2% | $211.81万 | 加仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $4,275.41万 | 2.06% | 1,015,055 | -20,675 | -2.0% | -$87.08万 | 减仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $4,048.62万 | 1.96% | 2,062,465 | -38,451 | -1.8% | -$75.48万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $4,013.74万 | 1.94% | 1,720,419 | 144,124 | 9.1% | $336.24万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $3,957.59万 | 1.91% | 4,940,809 | 296,851 | 6.4% | $237.78万 | 加仓 |
| EMHY | ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $3,866.74万 | 1.87% | 983,904 | -23,402 | -2.3% | -$91.97万 | 减仓 |
| — | SOUND ENHANCED FIXED INCOME ETF | $2,940.38万 | 1.42% | 1,706,545 | -66,471 | -3.7% | -$114.53万 | 减仓 |
| C | CITIGROUP INC COM NEW | $2,873.34万 | 1.39% | 249,206 | -20,136 | -7.5% | -$232.17万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $2,673.53万 | 1.29% | 355,475 | -29,160 | -7.6% | -$219.31万 | 减仓 |
| TTE | TOTALENERGIES SE ACT | $2,628.14万 | 1.27% | 292,731 | -6,439 | -2.2% | -$57.81万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,381.88万 | 1.15% | 126,635 | -868 | -0.7% | -$16.33万 | 减仓 |
| AAPL | APPLE INC COM | $2,381.23万 | 1.15% | 93,151 | 1,744 | 1.9% | $44.58万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,367.45万 | 1.14% | 303,792 | -1,664 | -0.5% | -$12.97万 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $2,293.88万 | 1.11% | 617,798 | -3,934 | -0.6% | -$14.61万 | 减仓 |
| PFE | PFIZER INC COM | $2,275.30万 | 1.10% | 796,952 | -12,691 | -1.6% | -$36.23万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $2,197.36万 | 1.06% | 243,934 | -158 | -0.1% | -$1.42万 | 减仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $2,194.50万 | 1.06% | 1,209,758 | -6,736 | -0.6% | -$12.22万 | 减仓 |
| O | REALTY INCOME CORP COM | $2,183.39万 | 1.05% | 352,843 | -75 | -0.0% | -$4,641 | 减仓 |
| — | SOUND EQUITY DIVIDEND INCOME ETF | $2,175.15万 | 1.05% | 790,244 | -55,731 | -6.6% | -$153.40万 | 减仓 |
| GEF/B | GREIF INC CL B | $2,167.47万 | 1.05% | 245,078 | -53,121 | -17.8% | -$469.80万 | 减仓 |
| ENB | ENBRIDGE INC COM | $2,134.48万 | 1.03% | 397,853 | -212,411 | -34.8% | -$1,139.58万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC COM | $2,106.80万 | 1.02% | 257,712 | 814 | 0.3% | $6.65万 | 加仓 |
| MTB | M & T BK CORP COM | $2,078.44万 | 1.00% | 99,456 | -767 | -0.8% | -$16.03万 | 减仓 |
| ABBV | ABBVIE INC COM | $2,060.05万 | 0.99% | 95,825 | -159 | -0.2% | -$3.42万 | 减仓 |
| NNN | NNN REIT INC COM | $2,022.27万 | 0.98% | 476,389 | 7,344 | 1.6% | $31.18万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP COM | $1,981.00万 | 0.96% | 903,329 | 17,362 | 2.0% | $38.07万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1,934.65万 | 0.93% | 107,212 | 4,113 | 4.0% | $74.22万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $1,934.33万 | 0.93% | 475,266 | 475,266 | — | $1,934.33万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $1,906.32万 | 0.92% | 340,474 | -55,546 | -14.0% | -$311.00万 | 减仓 |
| GLPI | GAMING & LEISURE P COM | $1,891.51万 | 0.91% | 426,881 | 11,796 | 2.8% | $52.27万 | 加仓 |
| VICI | VICI PPTYS INC COM | $1,889.72万 | 0.91% | 688,171 | 32,924 | 5.0% | $90.41万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $1,793.84万 | 0.87% | 296,159 | -9,107 | -3.0% | -$55.16万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $1,789.67万 | 0.86% | 918,252 | 49,144 | 5.7% | $95.78万 | 加仓 |
| T | AT&T INC COM | $1,786.55万 | 0.86% | 631,067 | -31,613 | -4.8% | -$89.50万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $1,764.85万 | 0.85% | 253,389 | -7,192 | -2.8% | -$50.09万 | 减仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $1,760.52万 | 0.85% | 1,020,591 | -132,059 | -11.5% | -$227.80万 | 减仓 |
| SON | SONOCO PRODS CO COM | $1,720.07万 | 0.83% | 311,777 | -18,472 | -5.6% | -$101.91万 | 减仓 |
| TRIN | TRINITY CAP INC COM | $1,716.31万 | 0.83% | 1,160,453 | 215,505 | 22.8% | $318.73万 | 加仓 |
| PRGO | PERRIGO CO PLC SHS | $1,677.92万 | 0.81% | 1,525,384 | 387,027 | 34.0% | $425.73万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1,587.30万 | 0.77% | 65,283 | 1,225 | 1.9% | $29.78万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $1,515.29万 | 0.73% | 154,764 | -4,672 | -2.9% | -$45.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,473.08万 | 0.71% | 83,817 | 4,055 | 5.1% | $71.27万 | 加仓 |
| XEMD | BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF | $1,447.73万 | 0.70% | 330,080 | 13,467 | 4.3% | $59.07万 | 加仓 |
| — | INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF | $1,444.01万 | 0.70% | 738,623 | 32,436 | 4.6% | $63.41万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,400.69万 | 0.68% | 47,100 | 219 | 0.5% | $6.51万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $1,365.23万 | 0.66% | 223,771 | -7,195 | -3.1% | -$43.90万 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $1,342.42万 | 0.65% | 220,359 | -42,473 | -16.2% | -$258.75万 | 减仓 |
| OKE | ONEOK INC NEW COM | $1,341.36万 | 0.65% | 153,544 | -6,473 | -4.0% | -$56.55万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1,324.51万 | 0.64% | 62,901 | 3,134 | 5.2% | $65.99万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,308.63万 | 0.63% | 19,886 | 277 | 1.4% | $18.23万 | 加仓 |
| CRBG | COREBRIDGE FINL INC COM | $1,293.48万 | 0.62% | 536,046 | 190,867 | 55.3% | $460.56万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $1,288.33万 | 0.62% | 546,134 | -12,517 | -2.2% | -$29.53万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1,283.46万 | 0.62% | 34,747 | 2,923 | 9.2% | $107.97万 | 加仓 |
| — | RUNWAY GROWTH FINANCE CORP COM | $1,253.40万 | 0.61% | 1,843,232 | 171,872 | 10.3% | $116.87万 | 加仓 |
| PEP | PEPSICO INC COM | $1,246.99万 | 0.60% | 80,633 | -1,778 | -2.2% | -$27.50万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC COM | $1,224.05万 | 0.59% | 575,209 | -19,641 | -3.3% | -$41.80万 | 减仓 |
| HAS | HASBRO INC COM | $1,217.63万 | 0.59% | 136,230 | -31,056 | -18.6% | -$277.58万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,212.56万 | 0.59% | 61,533 | 61,003 | 11,510.0% | $1,202.12万 | 加仓 |
| AVA | AVISTA CORP COM | $1,196.57万 | 0.58% | 294,142 | 110,454 | 60.1% | $449.33万 | 加仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $1,185.37万 | 0.57% | 80,255 | 13,339 | 19.9% | $197.02万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $1,173.04万 | 0.57% | 152,422 | 24,757 | 19.4% | $190.53万 | 加仓 |
| QGRW | WISDOMTREE U.S. QUALITY GROWTH FUND | $1,098.40万 | 0.53% | 203,050 | 35,586 | 21.2% | $192.50万 | 加仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $1,075.00万 | 0.52% | 46,580 | 8,219 | 21.4% | $189.68万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $1,070.98万 | 0.52% | 44,354 | -224 | -0.5% | -$5.41万 | 减仓 |
| META | META PLATFORMS INC CL A | $1,070.24万 | 0.52% | 18,477 | 761 | 4.3% | $44.08万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $1,051.47万 | 0.51% | 86,920 | 4,300 | 5.2% | $52.02万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $1,035.91万 | 0.50% | 39,759 | 7,386 | 22.8% | $192.44万 | 加仓 |
| TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | $1,021.28万 | 0.49% | 229,604 | 43,036 | 23.1% | $191.42万 | 加仓 |
| TSLA | TESLA INC COM | $978.85万 | 0.47% | 25,674 | 949 | 3.8% | $36.18万 | 加仓 |
| VTRS | VIATRIS INC COM | $882.24万 | 0.43% | 647,279 | 24,153 | 3.9% | $32.92万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $877.20万 | 0.42% | 123,254 | 3,916 | 3.3% | $27.87万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $859.84万 | 0.42% | 90,045 | 90,019 | 346,226.9% | $859.59万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $847.99万 | 0.41% | 28,755 | 806 | 2.9% | $23.77万 | 加仓 |
| HRB | BLOCK H & R INC COM | $826.29万 | 0.40% | 259,921 | 153,844 | 145.0% | $489.07万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $803.73万 | 0.39% | 13,344 | -199 | -1.5% | -$11.99万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $788.68万 | 0.38% | 13,498 | -1,035 | -7.1% | -$60.47万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC COM | $740.26万 | 0.36% | 634,873 | 23,565 | 3.9% | $27.48万 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $719.42万 | 0.35% | 323,045 | 3,134 | 1.0% | $6.98万 | 加仓 |
| ADT | ADT INC DEL COM | $715.94万 | 0.35% | 1,093,033 | 66,134 | 6.4% | $43.32万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $709.68万 | 0.34% | 153,676 | 2,807 | 1.9% | $12.96万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $700.84万 | 0.34% | 301,568 | 57,606 | 23.6% | $133.88万 | 加仓 |
| — | XTRACKERS HIGH BETA HIGH YIELD BOND ETF | $700.35万 | 0.34% | 169,166 | 31,312 | 22.7% | $129.63万 | 加仓 |
| CLOZ | ELDRIDGE BBB-B CLO ETF | $695.63万 | 0.34% | 269,832 | 52,383 | 24.1% | $135.04万 | 加仓 |
| BCO | BRINKS CO COM | $694.50万 | 0.34% | 67,179 | 3,409 | 5.3% | $35.24万 | 加仓 |
| XCCC | BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF | $679.67万 | 0.33% | 188,325 | 36,123 | 23.7% | $130.37万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $669.02万 | 0.32% | 431,070 | 24,404 | 6.0% | $37.88万 | 加仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $647.16万 | 0.31% | 676,241 | 341,964 | 102.3% | $327.26万 | 加仓 |
| MAIN | MAIN STR CAP CORP COM | $613.33万 | 0.30% | 118,152 | -217,879 | -64.8% | -$1,131.01万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $597.06万 | 0.29% | 155,041 | -24,431 | -13.6% | -$94.08万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $595.78万 | 0.29% | 98,738 | 1,279 | 1.3% | $7.72万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $591.25万 | 0.29% | 124,736 | 9,644 | 8.4% | $45.71万 | 加仓 |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF | $585.80万 | 0.28% | 68,235 | -1,368 | -2.0% | -$11.74万 | 减仓 |
| — | PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF | $577.59万 | 0.28% | 90,483 | -1,273 | -1.4% | -$8.13万 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $577.25万 | 0.28% | 232,012 | -1,613 | -0.7% | -$4.01万 | 减仓 |
| — | ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF | $573.84万 | 0.28% | 236,735 | -3,528 | -1.5% | -$8.55万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $561.08万 | 0.27% | 58,771 | -460 | -0.8% | -$4.39万 | 减仓 |