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Sound Income Strategies, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sound Income Strategies, LLC
报告期 2026-03-31 · CIK 0001730960
持仓数
2,596
前50大市值合计
$1.23B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 9
增持 115
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$8.4M
5,564
-99%
增持
HTGC
HERCULES CAPITAL INC
+$6.0M
2,479,869
+4%
减持
NWE
NORTHWESTERN CORP
-$5.0M
1,366
-98%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
TFC
TRUIST FINL CORP
-$4.1M
86,234
-56%
增持
—
PATTERSON COS INC
+$3.6M
423,535
+8%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$3.5M
2,271,442
+6%
减持
ABBV
ABBVIE INC
-$3.2M
115,352
-2%
增持
—
NEW YORK CMNTY BANCORP INC
+$3.0M
1,057,869
+8%
减持
VLO
VALERO ENERGY CORP
-$2.8M
117,270
-1%
增持
AAPL
APPLE INC
+$2.7M
64,907
+8%
增持
ETR
ENTERGY CORP NEW
+$2.4M
71,454
+68%
增持
ARCC
ARES CAPITAL CORP
+$2.3M
1,834,125
+4%
增持
TSLX
SIXTH STREET SPECIALTY LENDN
+$2.2M
1,791,622
+5%
增持
OKE
ONEOK INC NEW
+$1.9M
160,013
+27%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.8M
31,134
+34493%
增持
HAS
HASBRO INC
+$1.7M
109,833
+10%
增持
T
AT&T INC
+$1.7M
770,139
+40%
增持
PFLT
PENNANTPARK FLOATING RATE CA
+$1.6M
3,006,237
+5%
增持
MSM
MSC INDL DIRECT INC
+$1.5M
81,964
+9%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$1.4M
515,618
+4%
增持
GBDC
GOLUB CAP BDC INC
+$1.3M
2,398,335
+5%
清仓
RSPR
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
增持
C
CITIGROUP INC
+$1.3M
218,165
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
99,152
+8%
建仓
—
SEALED AIR CORP NEW
+$1.2M
29,493
增持
TSN
TYSON FOODS INC
+$1.2M
22,713
+227030%
增持
PK
PARK HOTELS & RESORTS INC
+$1.2M
551,404
+15%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
52,153
+8%
增持
FXED
TIDAL ETF TR
+$1.1M
1,500,032
+4%
增持
AMZN
AMAZON COM INC
+$1.1M
31,092
+7%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.1M
77,642
+10%
增持
PFE
PFIZER INC
+$1.0M
321,082
+22%
增持
CSCO
CISCO SYS INC
+$1.0M
303,197
+8%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$994.9K
143,757
+8%
增持
MTB
M & T BK CORP
+$933.5K
68,298
+9%
增持
NFLX
NETFLIX INC
+$917.8K
7,388
+9%
增持
DIVY
TIDAL ETF TR
+$899.3K
742,250
+6%
增持
—
LYONDELLBASELL INDUSTRIES N
+$889.7K
173,720
+8%
增持
—
GLOBAL MED REIT INC
+$877.4K
844,911
+13%
增持
TAP
MOLSON COORS BEVERAGE CO
+$869.8K
61,023
+0%
增持
APLE
APPLE HOSPITALITY REIT INC
+$861.7K
447,754
+18%
减持
SYF
SYNCHRONY FINANCIAL
-$834.5K
1,498
-95%
增持
—
FIRST TR
+$833.6K
1,958,800
+3%
增持
ENB
ENBRIDGE INC
+$815.5K
397,260
+9%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$794.5K
10,011
+39944%
增持
SPY
SPDR S&P 500 ETF TR
+$788.4K
4,456
+54%
增持
WHF
WHITEHORSE FIN INC
+$749.4K
681,408
+7%
增持
BEN
FRANKLIN RESOURCES INC
+$706.1K
363,835
+9%
增持
—
SPIRIT RLTY CAP INC NEW
+$694.7K
217,549
+10%
增持
MSFT
MICROSOFT CORP
+$693.6K
10,478
+5%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$650.7K
244,467
-2%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$625.9K
23,703
+89%
增持
PINE
ALPINE INCOME PPTY TR INC
+$600.4K
495,541
+12%
增持
GNL
GLOBAL NET LEASE INC
-$578.6K
673,925
+15%
增持
EMHY
ISHARES INC
+$569.3K
921,002
+2%
增持
CRI
CARTERS INC
+$499.9K
79,856
+8%
减持
GEF/B
GREIF INC
-$489.1K
216,191
-4%
增持
—
UNILEVER PLC
+$486.7K
136,660
+7%
增持
GOOGL
ALPHABET INC
+$472.4K
26,426
+2%
增持
EIX
EDISON INTL
+$463.1K
113,866
+8%
增持
LUV
SOUTHWEST AIRLS CO
+$429.0K
63,059
+11%
增持
MAIN
MAIN STR CAP CORP
+$402.3K
344,817
+2%
增持
FPE
FIRST TR EXCH TRADED FD III
+$374.1K
228,766
+11%
建仓
—
UNITED STS NAT GAS FD LP
+$350.4K
47,225
增持
DOW
DOW INC
+$350.3K
146,645
+8%
增持
HYHG
PROSHARES TR
+$345.0K
72,536
+6%
增持
—
BERRY GLOBAL GROUP INC
+$343.3K
32,351
+10%
增持
TSLA
TESLA INC
+$325.4K
4,036
+15%
增持
PFFA
ETFIS SER TR I
+$316.0K
170,972
+9%
增持
VICI
VICI PPTYS INC
+$303.8K
303,046
+7%
增持
IGBH
ISHARES U S ETF TR
+$294.6K
181,102
+6%
增持
OMC
OMNICOM GROUP INC
+$291.4K
195,618
+1%
增持
BCO
BRINKS CO
+$291.2K
44,172
+9%
增持
HYGH
ISHARES U S ETF TR
+$290.1K
49,943
+6%
增持
HYEM
VANECK VECTORS ETF TR
+$265.3K
1,922,519
+1%
增持
XRX
XEROX HOLDINGS CORP
+$257.8K
398,346
+8%
减持
SHYG
ISHARES TR
-$237.7K
1,013,265
-0%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$234.4K
165,752
+11%
增持
SPYG
SPDR SER TR
+$223.5K
4,190
+621%
增持
HD
HOME DEPOT INC
+$222.9K
2,184
+42%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$218.8K
342,680
+24%
增持
PRU
PRUDENTIAL FINL INC
+$216.5K
18,153
+8%
增持
SJNK
SPDR SER TR
+$210.8K
186,905
+5%
增持
PFXF
VANECK VECTORS ETF TR
+$201.9K
214,330
+6%
增持
NVDA
NVIDIA CORPORATION
+$194.8K
1,087
+14%
增持
JNK
SPDR SER TR
+$193.8K
47,871
+6%
增持
NVO
NOVO-NORDISK A S
+$192.9K
1,201
+13244%
增持
GM
GENERAL MTRS CO
+$185.3K
36,727
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$185.0K
3,010
+10%
增持
PG
PROCTER AND GAMBLE CO
+$184.9K
6,174
+22%
增持
WDC
WESTERN DIGITAL CORP.
+$184.4K
53,891
+9%
减持
AGG
ISHARES TR
-$183.6K
1,429
-56%
增持
HRB
BLOCK H & R INC
-$180.4K
278,265
+8%
建仓
CPK
CHESAPEAKE UTILS CORP
+$176.0K
1,479
建仓
IVE
ISHARES TR
+$174.0K
1,080
增持
PGX
INVESCO EXCH TRADED FD TR II
+$172.1K
316,838
+6%
增持
CVX
CHEVRON CORP NEW
+$170.0K
3,724
+46%
增持
WBD
COM SER AWARNER BROS DISCOVERY INC
-$166.5K
117,907
+8%
减持
UNP
UNION PAC CORP
-$163.3K
530
-61%
减持
DHR
DANAHER CORPORATION
-$158.9K
135
-82%
减持
BSV
VANGUARD BD INDEX FDS
-$152.3K
268
-88%
增持
CFO
VICTORY PORTFOLIOS II
+$148.7K
3,485
+229%
增持
PSK
SPDR SER TR
+$139.6K
107,839
+6%
增持
VTRS
VIATRIS INC
+$134.9K
121,704
+8%
增持
WTRG
ESSENTIAL UTILS INC
+$134.7K
4,746
+279%
减持
GOOG
ALPHABET INC
-$132.7K
4,276
-32%
增持
PFFD
GLOBAL X FDS
+$129.4K
184,186
+6%
增持
IUSB
ISHARES TR
+$123.6K
4,321
+174%
增持
SPFF
GLOBAL X FDS
+$121.4K
369,240
+8%
增持
V
VISA INC
+$121.1K
2,075
+26%
增持
JPM
JPMORGAN CHASE & CO
+$118.3K
5,792
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$116.2K
37,347
+10%
增持
NEE
NEXTERA ENERGY INC
+$113.9K
21,048
+12%
减持
MO
ALTRIA GROUP INC
-$111.9K
4,632
-36%
增持
WMT
WALMART INC
+$110.6K
3,886
+15%
增持
QUAL
ISHARES TR
+$107.1K
909
+627%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$107.0K
3,267
-41%
增持
UNH
UNITEDHEALTH GROUP INC
+$106.3K
1,143
+22%
增持
PH
PARKER-HANNIFIN CORP
+$106.1K
1,964
+0%
建仓
CDC
VICTORY PORTFOLIOS II
+$105.1K
1,825
增持
—
HANESBRANDS INC
-$104.7K
273,866
+7%
增持
VNQ
VANGUARD INDEX FDS
+$99.6K
19,085
+6%
增持
XLRE
SELECT SECTOR SPDR TR
+$98.4K
42,555
+6%
建仓
JEPQ
NASDAQ EQT PREMJ P MORGAN EXCHANGE TRADED F
+$94.3K
1,949
增持
QQQ
INVESCO QQQ TR
+$91.4K
1,257
+8%
减持
SCHR
SCHWAB STRATEGIC TR
-$91.1K
1
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$90.9K
2,713
减持
USIG
ISHARES TR
-$86.4K
1,915
-47%
减持
ORCL
ORACLE CORP
+$86.1K
3,641
-3%
减持
MCD
MCDONALDS CORP
-$85.7K
1,264
-24%
增持
SBUX
STARBUCKS CORP
+$85.3K
1,618
+125%
建仓
SWK
STANLEY BLACK & DECKER INC
+$84.3K
900
增持
VUG
VANGUARD INDEX FDS
+$84.2K
613
+71%
增持
ED
CONSOLIDATED EDISON INC
+$83.3K
2,349
+74%
增持
ABT
ABBOTT LABS
+$82.9K
2,065
+47%
增持
FSK
FS KKR CAP CORP
+$81.9K
13,112
+43%
增持
EFG
ISHARES TR
+$80.1K
1,635
+102%
增持
VOO
VANGUARD INDEX FDS
+$74.2K
1,678
+4%
清仓
MVIS
MICROVISION INC DEL
-$73.7K
0
-100%
减持
NWL
NEWELL BRANDS INC
-$72.6K
874
-86%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$72.2K
1,954
+1380%
增持
EWZ
ISHARES INC
+$72.0K
2,245
+7641%
建仓
PJUN
INNOVATOR ETFS TR
+$67.4K
2,128
减持
PCY
INVESCO EXCH TRADED FD TR II
-$67.3K
10,190
-26%
增持
VTV
VANGUARD INDEX FDS
+$67.2K
811
+133%
增持
WPC
WP CAREY INC
+$65.8K
4,328
+48%
减持
GILD
GILEAD SCIENCES INC
-$65.4K
232
-77%
清仓
PSEP
INNOVATOR ETFS TR
-$64.6K
0
-100%
增持
GLD
SPDR GOLD TR
+$64.3K
1,601
+33%
增持
O
REALTY INCOME CORP
+$63.0K
2,204
+103%
