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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 119
减持 20
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
—
NEW YORK CMNTY BANCORP INC
-$12.6M
15,902
-99%
增持
O
REALTY INCOME CORP
+$11.2M
209,785
+9199%
清仓
—
SPIRIT RLTY CAP INC NEW
-$10.9M
0
-100%
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。
增持
—
INTERPUBLIC GROUP COS INC
+$7.4M
227,976
+495500%
增持
HTGC
HERCULES CAPITAL INC
+$6.0M
2,654,119
+3%
增持
GBDC
GOLUB CAP BDC INC
+$5.8M
2,661,937
+5%
建仓
CRBG
COMCOREBRIDGE FINL INC
+$5.3M
183,967
增持
PFE
PFIZER INC
+$4.8M
615,117
+44%
增持
C
CITIGROUP INC
+$4.6M
283,503
+10%
增持
ABBV
ABBVIE INC
+$4.2M
102,264
+10%
增持
KHC
KRAFT HEINZ CO
+$4.0M
109,405
+21268%
增持
ARCC
ARES CAPITAL CORP
+$3.7M
2,060,063
+5%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$3.7M
2,603,592
+6%
增持
—
LYONDELLBASELL INDUSTRIES N
+$3.4M
221,737
+9%
增持
OKE
ONEOK INC NEW
+$3.3M
205,992
+9%
增持
CTRE
CARETRUST REIT INC
+$3.1M
297,931
+61%
增持
LLY
LILLY ELI & CO
+$3.1M
4,780
+334%
增持
OGN
ORGANON & CO
+$3.0M
532,550
+9%
增持
QYLD
GLOBAL X FDS
+$2.9M
221,682
+254%
减持
IJR
ISHARES TR
-$2.9M
9,588
-73%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.5M
5,916
-74%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$2.5M
181,776
+9%
增持
GSK
SPONSORED ADRGSK PLC
+$2.5M
313,323
+6%
增持
PK
PARK HOTELS & RESORTS INC
+$2.5M
720,256
+9%
增持
IVE
ISHARES TR
+$2.5M
13,554
+6677%
增持
GEF/B
GREIF INC
+$2.5M
270,562
+9%
建仓
IJJ
ISHARES TR
+$2.3M
19,423
增持
T
AT&T INC
+$2.2M
1,075,108
+8%
增持
JNK
SPDR SER TR
+$2.2M
75,282
+43%
增持
NNN
NATIONAL RETAIL PROPERTIES I
+$2.1M
48,050
+96000%
增持
AMZN
AMAZON COM INC
+$2.0M
44,242
+13%
减持
GLD
SPDR GOLD TR
-$2.0M
4,667
-70%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
3,025
+77%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.8M
90,764
+5%
增持
MAIN
MAIN STR CAP CORP
+$1.8M
359,773
+2%
增持
TLH
ISHARES TR
+$1.7M
16,616
+23303%
增持
HYEM
VANECK VECTORS ETF TR
+$1.7M
1,982,213
+2%
增持
EMHY
ISHARES INC
+$1.7M
956,763
+2%
增持
MTB
M & T BK CORP
+$1.7M
87,050
+9%
增持
DIVY
TIDAL ETF TR
+$1.7M
841,580
+4%
增持
TLT
ISHARES TR
+$1.7M
22,535
+390%
增持
IVV
ISHARES TR
+$1.7M
10,194
+32%
增持
ENB
ENBRIDGE INC
+$1.6M
512,554
+9%
增持
IVW
ISHARES TR
+$1.6M
21,049
+785%
增持
—
FIRST TR
+$1.6M
2,077,447
+3%
减持
—
PROSHARES TR
-$1.5M
36,409
-76%
减持
UUP
INVESCO DB US DLR INDEX TR
-$1.5M
17,915
-76%
减持
—
PROSHARES TR
-$1.5M
27,576
-76%
增持
WDC
WESTERN DIGITAL CORP.
+$1.5M
71,252
+12%
增持
QQQ
INVESCO QQQ TR
+$1.5M
4,749
+230%
增持
CRI
CARTERS INC
+$1.5M
100,150
+7%
增持
FXED
TIDAL ETF TR
+$1.5M
1,663,633
+3%
增持
MSFT
MICROSOFT CORP
+$1.5M
14,071
+18%
增持
—
GLOBAL MED REIT INC
-$1.4M
1,075,129
+10%
增持
—
STELLANTIS N.V
+$1.4M
178,487
+15%
增持
TSLX
SIXTH STREET SPECIALTY LENDN
+$1.4M
2,070,259
+4%
增持
MTUM
ISHARES TR
+$1.4M
7,579
+2956%
增持
DOW
DOW INC
+$1.3M
184,804
+8%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.3M
139
-99%
增持
HAS
HASBRO INC
+$1.3M
138,668
+8%
增持
BAX
BAXTER INTL INC
+$1.3M
80,348
+44%
增持
AAPL
APPLE INC
-$1.2M
77,383
+3%
增持
—
PATTERSON COS INC
+$1.2M
619,529
+10%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$1.1M
549,655
+3%
增持
APLE
APPLE HOSPITALITY REIT INC
+$1.1M
617,922
+14%
增持
ETR
ENTERGY CORP NEW
+$1.0M
88,425
+7%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$977.7K
434,476
+9%
增持
GOOGL
ALPHABET INC
+$941.1K
35,795
+12%
减持
NFLX
NETFLIX INC
+$932.8K
8,323
-2%
增持
CSCO
CISCO SYS INC
+$905.0K
374,224
+6%
建仓
TAXX
IR M TAXAWAREBONDBLOXX ETF TRUST
+$898.5K
17,971
增持
TAP
MOLSON COORS BEVERAGE CO
+$881.4K
70,768
+12%
增持
—
UNILEVER PLC
+$877.8K
171,570
+8%
增持
WHF
WHITEHORSE FIN INC
+$800.3K
812,395
+8%
减持
WBS
WEBSTER FINL CORP CONN
-$789.4K
801
-95%
增持
XRX
XEROX HOLDINGS CORP
+$784.4K
752,435
+9%
增持
BCO
BRINKS CO
+$768.5K
57,215
+11%
增持
—
BERRY GLOBAL GROUP INC
+$748.6K
54,682
+44%
增持
KVUE
COMKENVUE INC
+$741.4K
409,722
+10%
增持
VO
VANGUARD INDEX FDS
+$735.7K
3,207
+1037%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$723.1K
60,995
+51%
增持
GNL
GLOBAL NET LEASE INC
-$683.1K
1,022,526
+18%
增持
GM
GENERAL MTRS CO
+$663.9K
48,388
+14%
增持
SPFF
GLOBAL X FDS
+$651.0K
475,352
+12%
增持
GPN
GLOBAL PMTS INC
+$642.9K
31,732
+12%
增持
SBUX
STARBUCKS CORP
+$631.1K
9,520
+282%
减持
SPY
SPDR S&P 500 ETF TR
-$626.8K
2,627
-38%
增持
EIX
EDISON INTL
+$613.3K
143,581
+8%
增持
PFFD
GLOBAL X FDS
+$611.7K
230,209
+11%
增持
PRU
PRUDENTIAL FINL INC
+$593.1K
24,260
+12%
增持
PSK
SPDR SER TR
+$590.5K
132,831
+10%
增持
V
VISA INC
+$581.4K
3,725
+112%
增持
PFLD
ETF SER SOLUTIONS
+$579.7K
236,729
+12%
增持
IJK
ISHARES TR
+$573.6K
6,796
+1058%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$562.9K
390,825
+10%
增持
FPE
FIRST TR EXCH TRADED FD III
+$558.2K
271,043
+10%
增持
VOO
VANGUARD INDEX FDS
+$556.6K
4,166
+26%
增持
HYGH
ISHARES U S ETF TR
+$550.9K
60,607
+10%
减持
HRB
BLOCK H & R INC
-$550.6K
272,595
-5%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$531.9K
220,496
+13%
增持
—
EXXON MOBIL CORP
+$531.5K
13,591
+30%
增持
SHYG
ISHARES TR
+$530.8K
1,004,810
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$518.8K
48,415
+11%
增持
PFXF
VANECK VECTORS ETF TR
+$517.2K
260,543
+9%
建仓
XLB
SELECT SECTOR SPDR TR
+$509.6K
5,486
减持
IJS
ISHARES TR
-$494.5K
31,757
-13%
增持
XLF
SELECT SECTOR SPDR TR
+$493.7K
12,215
+2113%
增持
IGBH
ISHARES U S ETF TR
+$491.3K
214,759
+8%
增持
PFFA
ETFIS SER TR I
+$483.2K
214,557
+11%
增持
LEVI
LEVI STRAUSS & CO NEW
+$468.2K
94,237
+10%
建仓
IYR
ISHARES TR
+$465.4K
5,177
增持
XLY
SELECT SECTOR SPDR TR
+$452.8K
2,648
+1286%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$451.8K
101,280
-12%
清仓
QLC
FLEXSHARES TR
-$449.3K
0
-100%
减持
PECO
COMMON STOCKPHILLIPS EDISON & CO INC
-$447.8K
21,288
-36%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$445.8K
182,957
-10%
增持
IEMG
ISHARES INC
+$443.9K
13,654
+165%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$429.3K
10,489
+418%
增持
TSN
TYSON FOODS INC
+$428.6K
41,763
+11%
增持
TSLA
TESLA INC
+$418.6K
9,727
+87%
增持
WM
WASTE MGMT INC DEL
+$416.4K
2,026
+2256%
增持
CAG
CONAGRA BRANDS INC
+$403.1K
101,475
+12%
增持
HYHG
PROSHARES TR
+$402.2K
83,803
+6%
增持
WMT
WALMART INC
+$382.0K
23,720
+258%
增持
AGG
ISHARES TR
+$370.3K
30,834
+16%
增持
DFAS
DIMENSIONAL ETF TRUST
+$359.0K
5,872
+4876%
增持
SJNK
SPDR SER TR
+$357.2K
215,950
+7%
减持
BNDC
FLEXSHARES TR
-$356.6K
1
-100%
增持
VICI
VICI PPTYS INC
+$352.1K
378,362
+10%
增持
VTRS
VIATRIS INC
+$351.5K
160,248
+11%
增持
JPM
JPMORGAN CHASE & CO
+$346.4K
8,319
+7%
减持
VLO
VALERO ENERGY CORP
-$334.2K
92,889
-25%
减持
OMC
OMNICOM GROUP INC
+$321.2K
208,075
-9%
增持
MSM
MSC INDL DIRECT INC
+$317.9K
102,141
+8%
清仓
TLTD
FLEXSHARES TR
-$306.7K
0
-100%
增持
QUAL
ISHARES TR
+$303.4K
5,296
+37%
增持
GOOG
ALPHABET INC
+$303.0K
7,900
+24%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$288.6K
10,154
-54%
增持
PINE
ALPINE INCOME PPTY TR INC
+$286.2K
654,044
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$285.6K
3,975
+2%
增持
CAT
CATERPILLAR INC
+$277.7K
1,900
+34%
清仓
TILT
FLEXSHARES TR
-$275.4K
0
-100%
增持
EFV
ISHARES TR
+$269.6K
16,465
+37%
增持
BEN
FRANKLIN RESOURCES INC
+$267.9K
460,768
+8%
增持
MCD
MCDONALDS CORP
+$254.4K
2,577
+62%
增持
VTI
VANGUARD INDEX FDS
+$247.8K
1,284
+255%
增持
F
FORD MTR CO DEL
+$247.8K
36,650
+87%
增持
WBD
COM SER AWARNER BROS DISCOVERY INC
-$241.7K
149,403
+10%
清仓
—
UNITED STS NAT GAS FD LP
-$239.4K
0
-100%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$224.0K
2,035
