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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 74
减持 62
方向
标的
Δ市值
现股数(环比)
建仓
—
TOTALENERGIES SE SPONSORED ADS
+$17.6M
299,912
增持
DLR
DIGITAL RLTY TR INC COM
+$15.3M
87,778
+27678%
建仓
DINO
HF SINCLAIR CORP COM
+$14.3M
273,965
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
RWAY
RUNWAY GROWTH FINANCE CORP COM
+$13.8M
1,409,592
减持
APLE
APPLE HOSPITALITY REIT INC COM NEW
-$13.6M
27,801
-98%
增持
SBRA
SABRA HEALTH CARE REIT INC COM
+$12.9M
721,410
+42486%
建仓
META
META PLATFORMS INC CL A
+$12.4M
16,972
增持
—
AMCOR PLC ORD
+$8.7M
1,823,592
+201%
减持
AHRT
ARMADA HOFFLER PPTYS INC COM
-$8.0M
23,002
-98%
减持
TSLX
SIXTH STREET SPECIALTY LENDING COM
-$6.7M
2,402,407
-0%
减持
HTGC
HERCULES CAPITAL INC COM
-$6.6M
2,752,867
-6%
增持
ARCC
ARES CAPITAL CORP COM
-$6.6M
2,477,932
+1%
减持
XRX
XEROX HOLDINGS CORP COM NEW
-$6.1M
28,189
-98%
建仓
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$6.0M
102,870
增持
OBDC
BLUE OWL CAPITAL CORPORATION COM
-$5.7M
3,392,554
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$5.2M
25,516
+355%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$4.9M
1,365,377
+7%
减持
GEF/B
GREIF INC CL B
-$4.8M
333,099
-8%
增持
PFLT
PENNANTPARK FLOATING RATE CAP COM
-$4.7M
4,131,430
+6%
减持
ABBV
ABBVIE INC COM
+$4.4M
104,633
-2%
建仓
BKR
BAKER HUGHES COMPANY CL A
+$4.4M
90,868
减持
CSCO
CISCO SYS INC COM
-$4.0M
334,755
-15%
减持
DOW
DOW INC COM
-$3.6M
303,721
-22%
减持
T
AT&T INC COM
-$3.4M
860,380
-4%
减持
WDC
WESTERN DIGITAL CORP COM
+$3.3M
73,546
-15%
增持
TSLA
TESLA INC COM
+$3.1M
21,338
+10%
减持
AAPL
APPLE INC COM
+$3.1M
86,252
-6%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.0M
46,109
+0%
增持
GBDC
GOLUB CAP BDC INC COM
-$3.0M
3,378,657
+2%
建仓
ADM
ARCHER DANIELS MIDLAND CO COM
+$2.9M
47,918
增持
VTWG
VANGUARD RUSSELL 2000 GROWTH ETF
+$2.9M
23,749
+79%
增持
PFS
PROVIDENT FINL SVCS INC COM
+$2.7M
637,792
+17%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$2.6M
62,629
-11%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$2.6M
74,768
+78%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$2.6M
39,892
+79%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$2.5M
18,750
+78%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$2.5M
120,729
+2%
减持
WHF
WHITEHORSE FIN INC COM
-$2.5M
857,976
-9%
减持
WEN
WENDYS CO COM
-$2.4M
787,118
-3%
减持
VLO
VALERO ENERGY CORP COM
+$2.4M
86,521
-0%
增持
CTRE
CARETRUST REIT INC COM
+$2.3M
584,229
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$2.3M
60,542
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.3M
11,725
+29%
减持
OKE
ONEOK INC NEW COM
-$2.1M
165,109
-3%
建仓
RSPR
INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF
+$1.9M
55,694
减持
DIVY
SOUND EQUITY DIVIDEND INCOME ETF
-$1.9M
893,005
-8%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.9M
7,259
+49%
减持
CFG
CITIZENS FINL GROUP INC COM
+$1.8M
323,329
-3%
减持
ES
EVERSOURCE ENERGY COM
+$1.8M
273,477
-4%
减持
MTB
M & T BK CORP COM
-$1.7M
99,685
-6%
减持
C
CITIGROUP INC COM NEW
+$1.6M
359,835
-7%
增持
NHI
NATIONAL HEALTH INVS INC COM
+$1.6M
241,260
+5%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$1.6M
157,511
-3%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$1.6M
326,328
+10%
减持
SON
SONOCO PRODS CO COM
-$1.6M
344,292
-3%
增持
HYUP
XTRACKERS HIGH BETA HIGH YIELD BOND ETF
+$1.5M
91,033
+66%
减持
CRBG
COREBRIDGE FINL INC COM
-$1.5M
345,174
-3%
增持
—
SEALED AIR CORP NEW COM
+$1.5M
123,445
+36%
增持
XCCC
BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF
+$1.5M
101,581
+61%
增持
CLOZ
ELDRIDGE BBB-B CLO ETF
+$1.5M
144,012
+63%
增持
SPHY
SPDR PORTFOLIO HIGH YIELD BOND ETF
+$1.5M
161,972
+63%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$1.4M
77,562
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.3M
5,644
-34%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$1.3M
167,562
+8%
减持
GSK
GSK PLC SPONSORED ADR
+$1.3M
412,057
-4%
增持
—
PERRIGO CO PLC SHS
+$1.3M
717,731
+36%
增持
PGHY
INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF
+$1.2M
614,511
+11%
增持
XEMD
BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF
+$1.2M
282,755
+10%
减持
MAIN
MAIN STR CAP CORP COM
-$1.2M
336,832
-3%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.2M
10,484
+11%
减持
OMC
OMNICOM GROUP INC COM
+$1.2M
242,662
-1%
减持
EVRG
EVERGY INC COM
+$1.2M
220,263
-3%
增持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$1.1M
1,213,998
+3%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$1.1M
1,001,063
-2%
增持
O
REALTY INCOME CORP COM
+$1.0M
326,028
+4%
增持
SMA
SMARTSTOP SELF STORAG REIT INC COMMON STOCK
+$962.2K
29,409
+1257%
减持
NFLX
NETFLIX INC COM
-$916.6K
5,843
-4%
减持
NSA
NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN
-$911.4K
211,590
-9%
增持
LKQ
LKQ CORP COM
-$854.0K
132,697
+4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$824.3K
18
-99%
增持
CG
CARLYLE GROUP INC COM
+$821.9K
91,892
+2%
增持
MSFT
MICROSOFT CORP COM
+$805.8K
22,502
+2%
减持
FXED
SOUND ENHANCED FIXED INCOME ETF
-$805.4K
1,806,034
-2%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$789.8K
7,695
+20%
增持
—
NOMAD FOODS LTD USD ORD SHS
-$741.8K
203,640
+5%
增持
AVGO
BROADCOM INC COM
+$732.4K
5,562
+29%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$728.6K
33,089
+432%
建仓
GE
GE AEROSPACE COM NEW
+$717.5K
2,397
减持
SO
SOUTHERN CO COM
-$706.4K
3,273
-71%
减持
PEP
PEPSICO INC COM
+$679.9K
84,398
-3%
增持
GLD
SPDR GOLD SHARES
+$677.5K
8,716
+6%
增持
AMZN
AMAZON COM INC COM
+$602.3K
55,918
+1%
减持
NEE
NEXTERA ENERGY INC COM
-$599.1K
22,614
-37%
增持
LLY
ELI LILLY & CO COM
+$598.5K
5,493
+4%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$595.2K
1,795
-74%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$580.6K
246,068
-1%
减持
PG
PROCTER AND GAMBLE CO COM
-$569.6K
4,917
-40%
增持
VTRS
VIATRIS INC COM
+$549.1K
422,879
+3%
增持
GPN
GLOBAL PMTS INC COM
+$531.9K
62,018
+2%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$525.3K
31,322
+5%
减持
BEN
FRANKLIN RESOURCES INC COM
-$502.8K
567,164
-3%
减持
VOO
VANGUARD S&P 500 ETF
-$502.5K
8,116
-16%
减持
KHC
KRAFT HEINZ CO COM
-$490.1K
326,504
-3%
减持
—
INTERPUBLIC GROUP COS INC COM
+$486.9K
440,017
-4%
减持
HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
-$470.4K
2,034,710
-2%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$437.5K
23,189
-17%
建仓
TJUL
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027
+$427.6K
14,569
增持
OEF
ISHARES S&P 100 ETF
+$427.0K
3,893
+34%
增持
FDVV
FIDELITY HIGH DIVIDEND ETF
+$421.3K
7,614
+15763%
增持
CSWC
CAPITAL SOUTHWEST CORP COM
-$408.9K
756,786
+8%
建仓
VTC
VANGUARD TOTAL CORPORATE BOND ETF
+$406.0K
5,199
增持
PINE
ALPINE INCOME PPTY TR INC COM
-$401.5K
1,126,174
+8%
增持
ADT
ADT INC DEL COM
+$391.3K
964,440
+3%
减持
PWR
QUANTA SVCS INC COM
-$383.2K
126
-89%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$359.1K
13,886
+52%
减持
GD
GENERAL DYNAMICS CORP COM
-$356.2K
116
-91%
减持
WMT
WALMART INC COM
-$354.4K
24,388
-16%
减持
HAS
HASBRO INC COM
-$348.7K
172,616
-4%
增持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$346.1K
23,504
+22%
减持
—
EXXON MOBIL CORP COM
-$337.7K
17,069
-19%
减持
PFE
PFIZER INC COM
+$333.1K
818,064
-2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$323.5K
16,680
+27%
减持
PFLD
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF
-$304.4K
241,728
-6%
建仓
ELV
ELEVANCE HEALTH INC FORMERLY A COM
+$300.8K
840
增持
HYGH
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
+$298.2K
71,365
+6%
增持
—
STELLANTIS N.V SHS
+$296.8K
373,494
+2%
增持
VICI
VICI PPTYS INC COM
-$283.2K
589,674
+4%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$272.6K
22,724
-12%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$271.3K
48,373
-11%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$266.9K
8,234
-25%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$262.9K
3,602
+906%
增持
SLV
ISHARES SILVER TRUST
+$259.2K
6,821
+389%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$258.4K
15,186
+21%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$255.5K
178
-92%
增持
NNN
NNN REIT INC COM
+$253.4K
434,193
+4%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$253.4K
7,948
+12%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$250.0K
6,360
+141%
增持
GDX
VANECK GOLD MINERS ETF
+$247.6K
10,140
+2%
减持
QCOM
QUALCOMM INC COM
-$241.3K
1,330
-54%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$237.4K
2,930
-48%
增持
GLPI
GAMING & LEISURE PPTYS INC COM
+$236.8K
371,584
+5%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$226.8K
254,954
-7%
增持
ILCV
ISHARES MORNINGSTAR VALUE ETF
+$222.9K
6,354
+52%
增持
CAG
CONAGRA BRANDS INC COM
-$222.2K
160,488
+3%
建仓
GLXY
GALAXY DIGITAL INC. CL A
+$220.7K
5,228
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$217.3K
24,350
+8%
减持
SRE
SEMPRA COM
+$216.5K
14,554
-1%
增持
TSN
TYSON FOODS INC CL A
-$216.5K
66,633
+2%
建仓
APRH
INNOVATOR PREMIUM INCOME 20 BARRIER ETF - APRIL
+$214.9K
8,671
增持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
+$213.7K
96,743
+3%
