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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 97
减持 46
清仓 4
方向
标的
Δ市值
现股数(环比)
清仓
—
FIRST TR
-$24.5M
0
-100%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$10.7M
162,366
+219314%
减持
OGN
ORGANON & CO
-$9.6M
29,945
-95%
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。
建仓
PFS
PROVIDENT FINL SVCS INC
+$9.5M
544,687
减持
CRI
CARTERS INC
-$9.5M
7,363
-97%
减持
HRB
BLOCK H & R INC
-$7.6M
5,549
-96%
增持
C
CITIGROUP INC
+$6.9M
386,282
+6%
增持
CFG
CITIZENS FINANCIAL GROUP INC
+$5.9M
335,053
+51%
增持
—
AMCOR PLC
+$5.5M
605,062
+54856%
清仓
—
BERRY GLOBAL GROUP INC
-$5.5M
0
-100%
增持
XEMD
JP MORGAN USD EMBONDBLOXX ETF TRUST
+$5.2M
257,464
+83%
增持
PGHY
INVESCO EXCH TRADED FD TR II
+$5.1M
551,475
+86%
增持
GEF/B
GREIF INC
+$4.9M
363,118
+7%
建仓
CG
CARLYLE GROUP INC
+$4.6M
89,667
增持
TSLX
SIXTH STREET SPECIALTY LENDN
+$4.5M
2,406,296
+2%
增持
CSCO
CISCO SYS INC
+$4.4M
394,886
+6%
减持
—
DUN & BRADSTREET HLDGS INC
-$3.5M
3,918
-99%
增持
MSFT
MICROSOFT CORP
+$3.4M
22,013
+10%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
59,350
+7%
增持
BEN
FRANKLIN RESOURCES INC
+$3.2M
583,016
+5%
增持
HAS
HASBRO INC
+$2.8M
179,257
+5%
减持
IJR
ISHARES TR
-$2.7M
4,223
-86%
减持
JNK
SPDR SER TR
-$2.7M
60,789
-32%
增持
—
LYONDELLBASELL INDUSTRIES N
-$2.6M
296,640
+5%
增持
DOW
DOW INC
-$2.6M
390,033
+5%
增持
CTRE
CARETRUST REIT INC
+$2.5M
570,740
+9%
增持
ENB
ENBRIDGE INC
+$2.4M
692,416
+6%
减持
AHRT
ARMADA HOFFLER PPTYS INC
-$2.4M
1,184,670
-15%
减持
BIL
SPDR SER TR
-$2.3M
27,908
-48%
减持
AAPL
APPLE INC
-$2.3M
91,699
-3%
减持
IJS
ISHARES TR
-$2.2M
5,621
-80%
增持
WDC
WESTERN DIGITAL CORP.
+$2.2M
86,462
+5%
减持
NFLX
NETFLIX INC
+$2.1M
6,056
-6%
增持
VOT
VANGUARD INDEX FDS
+$2.1M
10,539
+180%
减持
SGOV
ISHARES TR
-$2.0M
1,527
-93%
增持
OKE
ONEOK INC NEW
+$2.0M
169,624
+42%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.0M
22,304
+183%
增持
T
AT&T INC
+$2.0M
891,758
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.0M
154,858
+25%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$1.9M
41,917
+191%
增持
VTWG
VANGUARD SCOTTSDALE FDS
+$1.9M
13,251
+192%
增持
CRBG
COMCOREBRIDGE FINL INC
+$1.9M
355,357
+4%
增持
XCCC
CCC RT USD HI YLBONDBLOXX ETF TRUST
+$1.8M
63,086
+274%
增持
NSA
NATIONAL STORAGE AFFILIATES
+$1.8M
232,011
+63%
增持
SPHY
SPDR SER TR
+$1.8M
99,563
+298%
增持
CLOZ
PANAGRAM BBB BSERIES PORTFOLIOS TR
+$1.8M
88,616
+286%
增持
OMC
OMNICOM GROUP INC
-$1.7M
245,350
+5%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$1.7M
702,201
+14%
增持
HYUP
DBX ETF TR
+$1.7M
54,753
+271%
增持
HTGC
HERCULES CAPITAL INC
-$1.7M
2,930,340
+2%
减持
AMZN
AMAZON COM INC
+$1.6M
55,301
-0%
增持
TSLA
TESLA INC
+$1.6M
19,450
+10%
减持
WHF
WHITEHORSE FIN INC
-$1.6M
942,066
-7%
增持
NNN
NATIONAL RETAIL PROPERTIES I
+$1.6M
416,058
+8%
增持
ES
EVERSOURCE ENERGY
+$1.5M
283,450
+6%
增持
MAIN
MAIN STR CAP CORP
+$1.5M
345,827
+3%
增持
BXSL
COMMON STOCKBLACKSTONE SECD LENDING FD
+$1.4M
1,280,778
+9%
增持
GOOGL
ALPHABET INC
+$1.3M
45,908
+5%
减持
GLD
SPDR GOLD TR
-$1.3M
8,226
-38%
减持
VLO
VALERO ENERGY CORP
-$1.3M
86,779
-11%
增持
QYLD
GLOBAL X FDS
+$1.2M
1,178,074
+6%
增持
ARCC
ARES CAPITAL CORP
+$1.2M
2,453,944
+3%
增持
DIVY
TIDAL ETF TR
+$1.2M
969,498
+5%
增持
VICI
VICI PPTYS INC
+$1.2M
569,059
+7%
增持
ABBV
ABBVIE INC
-$1.0M
106,368
+7%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$1.0M
3,294,183
+4%
增持
O
REALTY INCOME CORP
+$996.2K
314,484
+7%
增持
GSK
SPONSORED ADRGSK PLC
+$984.5K
431,256
+7%
减持
QQQ
INVESCO QQQ TR
-$975.0K
9,411
-28%
减持
XLU
SELECT SECTOR SPDR TR
-$956.2K
4,626
-73%
减持
XLV
SELECT SECTOR SPDR TR
-$952.8K
3,519
-64%
增持
TAP
MOLSON COORS BEVERAGE CO
-$948.2K
109,037
+7%
减持
XLP
SELECT SECTOR SPDR TR
-$930.7K
2,704
-81%
增持
BNY
BANK NEW YORK MELLON CORP
+$928.7K
75,753
+6%
增持
AVGO
BROADCOM INC
+$911.8K
4,304
+162%
减持
XLF
SELECT SECTOR SPDR TR
-$905.3K
2,381
-88%
增持
EVRG
EVERGY INC
+$891.0K
228,001
+6%
增持
IVV
ISHARES TR
+$885.2K
9,079
+7%
增持
OEF
ISHARES TR
+$865.3K
2,898
+4574%
增持
WMT
WALMART INC
+$856.7K
29,008
+29%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$832.9K
1,474
+36750%
减持
XLY
SELECT SECTOR SPDR TR
-$807.3K
233
-95%
减持
SPSM
SPDR SER TR
-$803.2K
1,741
-92%
增持
APLE
APPLE HOSPITALITY REIT INC
+$791.6K
1,192,688
+17%
减持
IWC
ISHARES TR
-$778.7K
86
-99%
增持
EMHY
ISHARES INC
+$776.5K
1,018,442
+0%
增持
NEE
NEXTERA ENERGY INC
+$771.5K
35,899
+48%
增持
ADT
ADT INC DEL
+$736.2K
936,454
+6%
增持
CAG
CONAGRA BRANDS INC
-$730.2K
155,898
+6%
增持
XRX
XEROX HOLDINGS CORP
+$727.8K
1,168,559
+4%
增持
SO
SOUTHERN CO
+$723.8K
11,119
+244%
增持
BA
BOEING CO
+$721.0K
5,099
+150%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$703.3K
8,550
+32%
减持
IYR
ISHARES TR
-$668.7K
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$663.7K
94,049
+5%
增持
GPN
GLOBAL PMTS INC
-$650.5K
60,905
+8%
减持
XLB
SELECT SECTOR SPDR TR
-$638.7K
245
-97%
增持
VTI
VANGUARD INDEX FDS
+$632.9K
9,947
+14%
减持
FXED
TIDAL ETF TR
-$632.1K
1,852,105
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$626.2K
2,021
-16%
增持
XRAY
DENTSPLY SIRONA INC
+$614.4K
365,944
+5%
清仓
—
PATTERSON COS INC
-$603.5K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$596.6K
11,246
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$586.5K
6,941
+264%
增持
WEN
WENDYS CO
+$578.6K
814,753
+37%
增持
MGK
VANGUARD WORLD FD
+$574.5K
6,426
+12%
增持
—
INTERPUBLIC GROUP COS INC
-$566.8K
457,333
+6%
增持
BCO
BRINKS CO
+$558.0K
78,677
+5%
增持
IEMG
ISHARES INC
+$539.5K
13,116
+186%
增持
SPG
SIMON PPTY GROUP INC NEW
+$532.3K
118,621
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$532.3K
4,872
-23%
减持
MTB
M & T BK CORP
+$509.4K
105,567
-6%
增持
PINE
ALPINE INCOME PPTY TR INC
-$490.8K
1,047,055
+10%
减持
V
VISA INC
-$489.3K
2,648
-35%
增持
AMGN
AMGEN INC
+$461.1K
2,582
+210%
建仓
THRO
FUTURE US THEMESBLACKROCK ETF TRUST
+$456.5K
12,829
减持
SHYG
ISHARES TR
+$449.8K
1,020,214
-0%
增持
SDY
SPDR SER TR
+$447.4K
3,337
+8039%
增持
KR
KROGER CO
+$444.9K
6,722
+1122%
增持
NHI
NATIONAL HEALTH INVS INC
+$437.7K
230,690
+8%
减持
DVY
ISHARES TR
-$430.5K
12,882
-19%
减持
EMXC
ISHARES INC
-$406.6K
232
-97%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$395.7K
1,826
+233%
增持
LKQ
LKQ CORP
-$393.8K
128,163
+6%
增持
TLH
ISHARES TR
+$392.1K
4,060
+1971%
增持
PWR
QUANTA SVCS INC
+$390.4K
1,157
+525%
增持
IVE
ISHARES TR
+$387.1K
7,673
+31%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$386.3K
70,019
-17%
减持
MMM
3M CO
-$379.1K
1,758
-60%
减持
AGG
ISHARES TR
-$373.9K
10,993
-26%
增持
MTUM
ISHARES TR
+$364.7K
8,972
+1%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$356.5K
1,465
-64%
增持
BAC
BK OF AMERICA CORP
+$350.9K
26,714
+22%
清仓
—
PREM INCM 10 BARINNOVATOR ETFS TR
-$348.5K
0
-100%
减持
IVW
ISHARES TR
+$344.9K
29,953
-6%
增持
GBDC
GOLUB CAP BDC INC
+$341.7K
3,313,649
+4%
减持
AEE
AMEREN CORP
-$339.0K
5
-100%
增持
—
SEALED AIR CORP NEW
+$337.8K
90,979
+6%
减持
EIX
EDISON INTL
-$337.0K
30,069
-6%
增持
CAT
CATERPILLAR INC
+$333.8K
2,226
+38%
减持
EFG
ISHARES TR
-$310.7K
5,932
-39%
减持
HYEM
VANECK VECTORS ETF TR
+$309.5K
2,075,894
-0%
减持
HRL
HORMEL FOODS CORP
-$308.4K
323
-97%
增持
QCOM
QUALCOMM INC
+$299.5K
2,899
+175%
增持
EFV
ISHARES TR
+$295.1K
22,563
+17%
增持
SNY
SANOFI
-$291.4K
78,254
+7%
增持
VTRS
VIATRIS INC
+$291.2K
411,588
+6%
减持
LNT
ALLIANT ENERGY CORP
-$287.8K
549
-89%
增持
PEP
PEPSICO INC
-$286.9K
87,347
+11%
减持
CLX
CLOROX CO DEL
-$286.1K
47
-98%
