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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 98
减持 33
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
—
MAGNUM OPUS ACQUISITION LTD
+$125.1M
6,282,511
建仓
—
CHEESECAKE FACTORY INC
+$34.4M
1,543,591
建仓
GSK
SPONSORED ADRGSK PLC
+$9.9M
272,831
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
JNJ
JOHNSON & JOHNSON
-$8.0M
4,189
-92%
建仓
KVUE
COMKENVUE INC
+$6.9M
343,447
增持
HTGC
HERCULES CAPITAL INC
+$4.7M
2,521,109
+2%
增持
TSLX
SIXTH STREET SPECIALTY LENDN
+$4.2M
1,841,388
+3%
增持
HRB
BLOCK H & R INC
+$4.0M
299,366
+8%
增持
GBDC
GOLUB CAP BDC INC
+$3.8M
2,468,443
+3%
增持
ABBV
ABBVIE INC
+$3.0M
124,645
+8%
增持
OMC
OMNICOM GROUP INC
-$2.9M
211,262
+8%
减持
VLO
VALERO ENERGY CORP
+$2.8M
116,674
-1%
建仓
—
STELLANTIS N.V
+$2.7M
141,504
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$2.3M
2,369,122
+4%
增持
ARCC
ARES CAPITAL CORP
+$2.3M
1,887,908
+3%
建仓
CTRE
CARETRUST REIT INC
+$2.1M
102,276
增持
CSWC
CAPITAL SOUTHWEST CORP
+$1.8M
524,394
+2%
增持
CSCO
CISCO SYS INC
+$1.8M
325,938
+8%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.8M
187,300
+8%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.7M
2,010
-94%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$1.5M
370,570
+8%
减持
AAPL
APPLE INC
-$1.5M
64,685
-0%
增持
T
AT&T INC
+$1.5M
917,695
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
104,902
+6%
增持
PFLT
PENNANTPARK FLOATING RATE CA
+$1.3M
3,127,715
+4%
增持
PFE
PFIZER INC
+$1.3M
394,351
+23%
减持
SPY
SPDR S&P 500 ETF TR
-$1.3M
1,574
-65%
减持
—
HANESBRANDS INC
-$1.2M
16,077
-94%
增持
OKE
ONEOK INC NEW
+$1.2M
174,067
+9%
增持
GEF/B
GREIF INC
-$1.1M
233,873
+8%
增持
—
NEW YORK CMNTY BANCORP INC
+$1.1M
1,145,667
+8%
减持
—
WESTROCK CO
-$1.1M
609
-98%
建仓
LEVI
LEVI STRAUSS & CO NEW
+$1.0M
76,602
建仓
—
FEMASYS INC
+$925.9K
38,888
增持
MTB
M & T BK CORP
+$877.6K
73,785
+8%
增持
APLE
APPLE HOSPITALITY REIT INC
+$833.1K
495,353
+11%
增持
XRX
XEROX HOLDINGS CORP
+$819.3K
430,252
+8%
增持
MSM
MSC INDL DIRECT INC
+$809.8K
87,818
+7%
增持
HAS
HASBRO INC
+$785.1K
119,429
+9%
增持
FXED
TIDAL ETF TR
+$728.2K
1,562,772
+4%
增持
—
SPIRIT RLTY CAP INC NEW
-$713.3K
234,233
+8%
增持
EMHY
ISHARES INC
-$696.5K
930,033
+1%
减持
SHYG
ISHARES TR
-$685.8K
1,006,924
-1%
增持
PINE
ALPINE INCOME PPTY TR INC
+$676.2K
533,539
+8%
增持
HYEM
VANECK VECTORS ETF TR
-$663.3K
1,937,083
+1%
增持
GOOGL
ALPHABET INC
+$640.4K
29,066
+10%
增持
GPN
GLOBAL PMTS INC
+$589.6K
25,828
+6%
增持
—
FIRST TR
-$572.9K
1,987,252
+1%
增持
WDC
WESTERN DIGITAL CORP.
+$571.1K
57,312
+6%
增持
TSN
TYSON FOODS INC
+$569.2K
34,234
+51%
增持
ENB
ENBRIDGE INC
-$493.5K
429,789
+8%
增持
—
GLOBAL MED REIT INC
+$481.5K
913,656
+8%
增持
LUV
SOUTHWEST AIRLS CO
-$476.0K
66,767
+6%
增持
LLY
LILLY ELI & CO
+$472.2K
1,149
+272%
增持
DIVY
TIDAL ETF TR
+$464.8K
775,283
+4%
增持
—
PATTERSON COS INC
-$464.7K
459,585
+9%
建仓
—
SHSLINDE PLC
+$434.9K
1,168
增持
PK
PARK HOTELS & RESORTS INC
+$415.7K
607,522
+10%
增持
BCO
BRINKS CO
+$398.5K
46,733
+6%
增持
CAG
CONAGRA BRANDS INC
-$377.9K
82,388
+5%
增持
DOW
DOW INC
+$359.2K
158,447
+8%
增持
NEE
NEXTERA ENERGY INC
-$349.6K
21,160
+1%
增持
AMZN
AMAZON COM INC
+$337.8K
34,542
+11%
增持
WHF
WHITEHORSE FIN INC
+$318.0K
709,512
+4%
增持
C
CITIGROUP INC
-$308.4K
236,710
+9%
增持
VOO
VANGUARD INDEX FDS
+$296.9K
2,497
+49%
增持
WFC
WELLS FARGO CO NEW
+$294.0K
8,888
+449%
增持
IGBH
ISHARES U S ETF TR
+$257.9K
190,527
+5%
减持
PLYM
PLYMOUTH INDL REIT INC
-$256.9K
66,105
-7%
增持
GDX
VANECK VECTORS ETF TR
+$254.4K
9,878
+2513%
增持
GNL
GLOBAL NET LEASE INC
+$241.8K
746,066
+11%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$234.4K
154,529
+7%
增持
HYHG
PROSHARES TR
+$231.7K
75,901
+5%
增持
CVX
CHEVRON CORP NEW
+$226.1K
4,816
+29%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$225.1K
14,990
+50%
增持
PRU
PRUDENTIAL FINL INC
+$223.0K
19,228
+6%
减持
SPYG
SPDR SER TR
-$222.0K
567
-86%
增持
MAIN
MAIN STR CAP CORP
+$219.5K
345,128
+0%
减持
ACM
AECOM
-$219.3K
31
-99%
建仓
ROST
ROSS STORES INC
+$218.7K
1,936
增持
HYGH
ISHARES U S ETF TR
+$218.4K
52,845
+6%
减持
CFO
VICTORY PORTFOLIOS II
-$199.4K
260
-93%
增持
CRI
CARTERS INC
+$191.5K
86,609
+8%
减持
NVO
NOVO-NORDISK A S
-$190.9K
38
-97%
增持
NFLX
NETFLIX INC
-$188.6K
8,119
+10%
增持
WMT
WALMART INC
+$187.7K
4,992
+28%
增持
VICI
VICI PPTYS INC
-$181.3K
321,080
+6%
增持
ETR
ENTERGY CORP NEW
+$179.5K
77,157
+8%
增持
—
UNILEVER PLC
+$178.0K
147,815
+8%
清仓
IVE
ISHARES TR
-$174.0K
0
-100%
增持
TLT
ISHARES TR
+$168.9K
2,508
+382%
增持
PFFA
ETFIS SER TR I
+$166.8K
182,249
+7%
增持
MSFT
MICROSOFT CORP
-$165.2K
10,777
+3%
增持
PFLD
ETF SER SOLUTIONS
+$163.6K
203,917
+5%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$162.0K
179,898
+9%
增持
—
EXXON MOBIL CORP
+$155.5K
8,571
+8%
增持
SPFF
GLOBAL X FDS
+$153.9K
397,745
+8%
增持
JNK
SPDR SER TR
+$148.3K
50,375
+5%
增持
SJNK
SPDR SER TR
+$141.8K
194,538
+4%
增持
GM
GENERAL MTRS CO
-$133.6K
38,903
+6%
增持
WBD
COM SER AWARNER BROS DISCOVERY INC
-$131.1K
124,075
+5%
增持
JPM
JPMORGAN CHASE & CO
+$121.7K
6,648
+15%
增持
PG
PROCTER AND GAMBLE CO
+$118.7K
7,237
+17%
建仓
J
COMJACOBS SOLUTIONS INC
+$115.5K
846
增持
SO
SOUTHERN CO
+$115.3K
6,729
+48%
减持
V
VISA INC
-$114.9K
1,643
-21%
增持
PSK
SPDR SER TR
+$113.3K
114,684
+6%
增持
PFFD
GLOBAL X FDS
+$107.1K
195,561
+6%
建仓
BBDC
BARINGS BDC INC
+$105.9K
11,890
清仓
CDC
VICTORY PORTFOLIOS II
-$105.1K
0
-100%
增持
IVV
ISHARES TR
+$103.2K
1,823
+20%
增持
BND
VANGUARD BD INDEX FDS
+$102.8K
3,941
+66%
增持
GOOG
ALPHABET INC
+$101.6K
4,694
+10%
增持
EIX
EDISON INTL
-$100.1K
123,367
+8%
减持
IUSB
ISHARES TR
-$99.3K
2,222
-49%
减持
VTV
VANGUARD INDEX FDS
-$96.8K
134
-83%
减持
PEP
PEPSICO INC
-$96.7K
4,558
-3%
增持
TFC
TRUIST FINL CORP
+$96.5K
94,852
+10%
建仓
DFAX
WORLD EX US COREDIMENSIONAL ETF TRUST
+$96.3K
4,278
减持
EFG
ISHARES TR
-$94.9K
708
-57%
增持
FPE
FIRST TR EXCH TRADED FD III
+$94.1K
234,659
+3%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$93.9K
337,566
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$93.9K
667
+1012%
增持
NVDA
NVIDIA CORPORATION
+$83.5K
1,249
+15%
减持
QUAL
ISHARES TR
-$81.9K
309
-66%
减持
AGG
ISHARES TR
-$81.8K
618
-57%
减持
GLD
SPDR GOLD TR
-$80.7K
1,194
-25%
建仓
IAU
ISHARES GOLD TR
+$79.1K
2,260
减持
VUG
VANGUARD INDEX FDS
-$77.0K
354
-42%
增持
USHY
ISHARES TR
+$75.4K
2,391
+1012%
减持
ES
EVERSOURCE ENERGY
-$75.2K
5,872
-0%
建仓
SRLN
SSGA ACTIVE ETF TR
+$74.0K
1,766
减持
EFV
ISHARES TR
-$72.8K
1,349
-52%
建仓
BDN
BRANDYWINE RLTY TR
+$72.8K
16,029
增持
UNH
UNITEDHEALTH GROUP INC
+$71.9K
1,233
+8%
减持
KO
COCA COLA CO
-$71.8K
6,474
-10%
减持
FSK
FS KKR CAP CORP
-$71.5K
9,139
-30%
减持
MCD
MCDONALDS CORP
-$70.6K
1,163
-8%
减持
CPK
CHESAPEAKE UTILS CORP
-$70.3K
1,081
-27%
增持
MRK
MERCK & CO. INC
-$70.3K
5,726
+0%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$69.6K
1,843
-44%
增持
TAP
MOLSON COORS BEVERAGE CO
+$69.0K
64,268
+5%
增持
VNQ
VANGUARD INDEX FDS
-$68.7K
20,170
+6%
减持
TGT
TARGET CORP
-$68.6K
354
-57%
建仓
SPTI
SPDR SER TR
+$66.5K
2,417
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$65.8K
297
-85%
增持
XEL
XCEL ENERGY INC
+$65.3K
1,188
+2663%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$63.6K
0
-100%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$63.5K
1,218
+6667%
减持
WTRG
ESSENTIAL UTILS INC
-$62.5K
3,698
-22%
