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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 110
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
+$13.1M
105,817
+5577%
增持
EVRG
EVERGY INC
+$13.1M
216,004
+5710%
减持
—
PATTERSON COS INC
-$12.8M
22,300
-96%
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
ETR
ENTERGY CORP NEW
-$12.6M
4,013
-96%
增持
CFG
CITIZENS FINANCIAL GROUP INC
+$9.4M
215,517
+979523%
建仓
AHRT
ARMADA HOFFLER PPTYS INC
+$9.0M
884,582
减持
PK
PARK HOTELS & RESORTS INC
-$8.5M
276,568
-69%
增持
BXSL
COMMON STOCKBLACKSTONE SECD LENDING FD
+$7.9M
1,085,066
+17%
减持
OKE
ONEOK INC NEW
-$6.8M
119,019
-42%
减持
—
UNILEVER PLC
-$6.0M
7,448
-92%
减持
OMC
OMNICOM GROUP INC
-$4.9M
226,084
-4%
增持
C
CITIGROUP INC
+$4.5M
351,406
+9%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$4.3M
3,024,260
+6%
增持
TSLX
SIXTH STREET SPECIALTY LENDN
+$4.3M
2,305,372
+6%
增持
ARCC
ARES CAPITAL CORP
+$4.2M
2,314,269
+4%
增持
KHC
KRAFT HEINZ CO
+$4.1M
275,675
+124%
增持
—
LYONDELLBASELL INDUSTRIES N
-$3.9M
271,626
+8%
增持
SON
SONOCO PRODS CO
+$3.7M
278,729
+53%
增持
CSCO
CISCO SYS INC
+$3.7M
361,853
+9%
减持
BAX
BAXTER INTL INC
-$3.5M
2,641
-97%
增持
QYLD
GLOBAL X FDS
+$3.3M
1,026,260
+20%
增持
SNY
SANOFI
+$3.2M
67,347
+156521%
增持
ENB
ENBRIDGE INC
+$3.2M
631,820
+9%
增持
T
AT&T INC
+$3.1M
1,277,293
+8%
减持
IJK
ISHARES TR
-$2.9M
427
-99%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$2.9M
4
-100%
增持
TSLA
TESLA INC
+$2.8M
16,360
+13%
增持
HTGC
HERCULES CAPITAL INC
+$2.8M
2,815,214
+3%
建仓
—
NOMAD FOODS LTD
+$2.8M
164,860
增持
GBDC
GOLUB CAP BDC INC
+$2.8M
3,055,380
+6%
增持
JNK
SPDR SER TR
+$2.7M
91,187
+48%
减持
KVUE
COMKENVUE INC
-$2.7M
556,646
-12%
增持
MTB
M & T BK CORP
+$2.6M
107,900
+9%
减持
EFA
ISHARES TR
-$2.6M
862
-97%
减持
TLH
ISHARES TR
-$2.6M
226
-99%
增持
AMZN
AMAZON COM INC
+$2.6M
54,634
+8%
增持
—
PERRIGO CO PLC
+$2.6M
482,811
+29%
建仓
IBND
SPDR SER TR
+$2.6M
89,940
减持
MAIN
MAIN STR CAP CORP
+$2.5M
343,040
-2%
增持
DOW
DOW INC
-$2.4M
222,871
+8%
增持
IVE
ISHARES TR
+$2.4M
15,963
+358%
增持
IJR
ISHARES TR
+$2.1M
29,465
+166%
增持
PFLT
PENNANTPARK FLOATING RATE CA
+$2.0M
3,320,039
+12%
增持
OGN
ORGANON & CO
-$2.0M
651,106
+6%
增持
HAS
HASBRO INC
-$2.0M
166,973
+7%
增持
HRB
BLOCK H & R INC
-$1.9M
184,374
+1%
增持
APLE
APPLE HOSPITALITY REIT INC
+$1.8M
907,983
+11%
增持
AAPL
APPLE INC
+$1.6M
88,752
+0%
增持
CSWC
CAPITAL SOUTHWEST CORP
-$1.6M
578,541
+3%
增持
GOOGL
ALPHABET INC
+$1.6M
41,446
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
47,820
+19%
增持
—
INTERPUBLIC GROUP COS INC
+$1.5M
424,049
+29%
增持
XRX
XEROX HOLDINGS CORP
-$1.4M
1,102,688
+7%
增持
ADT
ADT INC DEL
+$1.4M
572,561
+61%
减持
SPY
SPDR S&P 500 ETF TR
-$1.3M
2,103
-53%
增持
O
REALTY INCOME CORP
-$1.2M
269,481
+9%
建仓
FEPI
ETF OPPORTUNITIES TRUST
+$1.2M
24,860
增持
GPN
GLOBAL PMTS INC
+$1.2M
52,062
+16%
增持
CRI
CARTERS INC
+$1.2M
232,840
+33%
增持
NNN
NATIONAL RETAIL PROPERTIES I
-$1.2M
345,264
+10%
增持
NHI
NATIONAL HEALTH INVS INC
-$1.1M
189,131
+12%
增持
XRAY
DENTSPLY SIRONA INC
+$1.1M
242,064
+85%
增持
GSK
SPONSORED ADRGSK PLC
-$1.0M
391,053
+12%
增持
WHF
WHITEHORSE FIN INC
-$1.0M
965,296
+8%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$1.0M
140,062
-10%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.0M
105,709
+4%
增持
SGOV
ISHARES TR
+$997.8K
21,492
+87%
增持
GEF/B
GREIF INC
+$964.2K
329,700
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$956.3K
116,631
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$901.0K
65,321
+14%
减持
NFLX
NETFLIX INC
+$900.2K
6,959
-7%
增持
CRBG
COMCOREBRIDGE FINL INC
+$864.0K
334,106
+7%
增持
MGK
VANGUARD WORLD FD
+$838.8K
4,176
+126%
增持
FXED
TIDAL ETF TR
-$711.0K
1,847,881
+4%
增持
VICI
VICI PPTYS INC
-$696.2K
493,942
+9%
增持
TAP
MOLSON COORS BEVERAGE CO
+$671.2K
95,292
+14%
增持
BCO
BRINKS CO
-$633.4K
69,930
+14%
增持
BEN
FRANKLIN RESOURCES INC
+$632.4K
543,875
+5%
增持
SHYG
ISHARES TR
+$626.3K
1,011,736
+3%
增持
HYEM
VANECK VECTORS ETF TR
+$625.4K
2,043,832
+4%
减持
IVV
ISHARES TR
-$623.7K
9,383
-12%
增持
—
FIRST TR
+$592.2K
2,198,926
+5%
减持
IJS
ISHARES TR
-$550.6K
23,011
-19%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$522.3K
2,119
+189%
增持
LLY
LILLY ELI & CO
-$514.9K
4,814
+1%
增持
IVW
ISHARES TR
+$498.6K
30,299
+13%
增持
DIVY
TIDAL ETF TR
-$489.0K
920,757
+4%
增持
EMHY
ISHARES INC
+$475.1K
996,085
+4%
增持
EIX
EDISON INTL
-$473.4K
195,788
+6%
增持
VTRS
VIATRIS INC
+$470.7K
214,408
+13%
增持
MSFT
MICROSOFT CORP
+$433.2K
18,296
+8%
增持
VOO
VANGUARD INDEX FDS
+$424.2K
6,846
+11%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$397.1K
507,213
+5%
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$379.2K
28
-99%
增持
PRU
PRUDENTIAL FINL INC
+$375.0K
32,495
+13%
增持
MCD
MCDONALDS CORP
+$374.4K
5,498
+37%
减持
BIL
SPDR SER TR
-$372.8K
28,000
-12%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$367.0K
298,097
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$366.3K
282
-85%
增持
VLO
VALERO ENERGY CORP
-$357.4K
94,892
+7%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$349.0K
228,677
+9%
增持
—
BERRY GLOBAL GROUP INC
+$344.8K
72,914
+13%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$340.5K
82,417
+14%
增持
VUG
VANGUARD INDEX FDS
+$325.7K
1,899
+61%
增持
IUSB
ISHARES TR
+$323.8K
28,453
+39%
增持
ROL
ROLLINS INC
+$307.0K
6,649
+28809%
增持
CTRE
CARETRUST REIT INC
-$301.2K
462,096
+11%
增持
TSN
TYSON FOODS INC
+$294.4K
56,537
+14%
增持
EFV
ISHARES TR
+$287.9K
19,187
+54%
增持
IWF
ISHARES TR
+$286.8K
958
+268%
增持
HYHG
PROSHARES TR
+$282.6K
93,411
+4%
增持
FTNT
FORTINET INC
+$279.0K
2,990
+6544%
建仓
FXI
ISHARES TR
+$278.7K
9,156
增持
LNT
ALLIANT ENERGY CORP
+$254.7K
4,525
+2024%
建仓
ACI
ALBERTSONS COS INC
+$254.4K
12,955
增持
NEE
NEXTERA ENERGY INC
-$251.5K
24,036
+3%
清仓
—
LAM RESEARCH CORP
-$246.1K
0
-100%
增持
HYGH
ISHARES U S ETF TR
+$242.9K
69,960
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$242.0K
1,674
+71%
增持
WMT
WALMART INC
+$233.9K
23,692
+0%
减持
MKTX
MARKETAXESS HLDGS INC
-$233.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$232.9K
11,387
-1%
增持
IGBH
ISHARES U S ETF TR
+$229.3K
249,772
+4%
建仓
TDG
TRANSDIGM GROUP INC
+$221.8K
175
减持
CL
COLGATE PALMOLIVE CO
-$216.3K
4,432
-26%
增持
EFG
ISHARES TR
+$214.1K
9,018
+47%
增持
—
STELLANTIS N.V
+$211.0K
317,637
+13%
增持
NVS
NOVARTIS AG
+$210.2K
2,196
+7220%
减持
HEFA
ISHARES TR
-$206.5K
1,023
-85%
减持
PM
PHILIP MORRIS INTL INC
-$204.8K
1,601
-51%
清仓
CHE
CHEMED CORP NEW
-$200.7K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$196.8K
6,014
+117%
清仓
EPAM
EPAM SYS INC
-$191.3K
0
-100%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$188.4K
8,935
+781%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$188.3K
452,759
+3%
增持
XLRE
SELECT SECTOR SPDR TR
-$185.7K
58,321
+2%
增持
LKQ
LKQ CORP
+$180.2K
111,460
+14%
增持
PSK
SPDR SER TR
-$179.9K
156,643
+4%
增持
SJNK
SPDR SER TR
+$179.3K
243,689
+5%
减持
GLD
SPDR GOLD TR
-$175.3K
13,958
-5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$174.6K
3,723
+180%
增持
MPWR
MONOLITHIC PWR SYS INC
+$172.7K
306
+3300%
增持
VNQ
VANGUARD INDEX FDS
-$168.6K
26,429
+2%
减持
FANG
DIAMONDBACK ENERGY INC
-$168.5K
3
-100%
增持
PFE
PFIZER INC
+$165.7K
764,822
+10%
增持
WFC
WELLS FARGO CO NEW
+$163.8K
7,499
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$158.1K
3,802
+9%
增持
NOBL
PROSHARES TR
+$157.4K
1,689
+1572%
减持
IJH
ISHARES TR
-$154.6K
1,248
-67%
减持
AXP
AMERICAN EXPRESS CO
-$153.6K
546
-53%
