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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 103
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
—
TOTALENERGIES SE ACT
+$19.8M
299,170
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$17.6M
0
-100%
增持
TRIN
TRINITY CAP INC COM
+$15.3M
944,948
+58959%
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
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$15.1M
9,281
-97%
清仓
—
AMCOR PLC ORD
-$14.3M
0
-100%
增持
OMC
OMNICOM GROUP INC COM
+$11.9M
384,635
+59%
清仓
—
INTERPUBLIC GROUP COS INC COM
-$11.7M
0
-100%
增持
SWK
STANLEY BLACK & DECKER INC COM
+$10.0M
119,338
+13160%
建仓
TCHP
T. ROWE PRICE BLUE CHIP GROWTH ETF
+$9.2M
186,568
增持
PFLT
PENNANTPARK FLOATING RATE CAP COM
+$8.6M
4,643,958
+12%
减持
WDC
WESTERN DIGITAL CORP COM
-$8.6M
1,065
-99%
增持
FNF
FIDELITY NATIONAL FINANCIAL IN COM SHS
+$8.0M
150,869
+342784%
建仓
AVA
AVISTA CORP COM
+$7.4M
183,688
增持
ARCC
ARES CAPITAL CORP COM
+$7.4M
2,616,789
+6%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$7.3M
1,576,295
+15%
减持
T
AT&T INC COM
-$6.9M
662,680
-23%
减持
DOW
DOW INC COM
-$6.4M
9,457
-97%
增持
PINE
ALPINE INCOME PPTY TR INC COM
+$6.3M
1,216,494
+8%
增持
OBDC
BLUE OWL CAPITAL CORPORATION COM
+$6.2M
3,779,901
+11%
增持
CSWC
CAPITAL SOUTHWEST CORP COM
+$5.9M
885,967
+17%
减持
VLO
VALERO ENERGY CORP COM
-$5.8M
44,578
-48%
增持
IVV
ISHARES CORE S&P 500 ETF
+$5.7M
19,609
+67%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$5.6M
230,966
+47%
增持
NFLX
NETFLIX INC COM
-$5.5M
18,983
+225%
增持
—
SMURFIT WESTROCK PLC SHS
+$5.5M
127,825
+79791%
增持
TSLX
SIXTH STREET SPECIALTY LENDING COM
+$5.4M
2,511,115
+5%
减持
WHF
WHITEHORSE FIN INC COM
-$5.2M
76,922
-91%
增持
GEN
GEN DIGITAL INC COM
+$5.1M
194,563
+38275%
减持
GEF/B
GREIF INC CL B
+$4.7M
298,199
-10%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$4.5M
127,665
+71%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$4.3M
46,881
+2%
减持
—
SEALED AIR CORP NEW COM
-$4.2M
2,269
-98%
增持
GBDC
GOLUB CAP BDC INC COM
+$4.2M
3,602,799
+7%
增持
HRB
BLOCK H & R INC COM
+$4.2M
106,077
+2000%
减持
HTGC
HERCULES CAPITAL INC COM
+$4.2M
2,703,275
-2%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$4.1M
66,916
+68%
增持
VTWG
VANGUARD RUSSELL 2000 GROWTH ETF
+$4.1M
38,361
+62%
增持
MTCH
MATCH GROUP INC NEW COM
+$4.0M
127,173
增持
CAG
CONAGRA BRANDS INC COM
+$3.9M
406,666
+153%
增持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$3.9M
167,464
+63%
增持
SBRA
SABRA HEALTH CARE REIT INC COM
+$3.8M
869,108
+20%
增持
VTRS
VIATRIS INC COM
+$3.8M
623,126
+47%
增持
CTRE
CARETRUST REIT INC COM
+$3.7M
621,732
+6%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$3.7M
32,373
+73%
增持
VOO
VANGUARD S&P 500 ETF
+$3.6M
13,543
+67%
减持
ABBV
ABBVIE INC COM
-$3.6M
95,984
-8%
增持
NVDA
NVIDIA CORPORATION COM
+$3.2M
79,762
+32%
增持
GOOG
ALPHABET INC CAP STK CL C
+$3.1M
27,949
+10%
增持
HRL
HORMEL FOODS CORP COM
+$3.0M
124,167
+38342%
增持
MSFT
MICROSOFT CORP COM
+$2.9M
31,824
+41%
减持
EVRG
EVERGY INC COM
-$2.8M
184,426
-16%
增持
NHI
NATIONAL HEALTH INVS INC COM
+$2.8M
256,898
+6%
减持
UPS
UNITED PARCEL SERVICE INC CL B
+$2.8M
159,436
-5%
减持
C
CITIGROUP INC COM NEW
-$2.7M
269,342
-25%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.6M
14,533
+39%
增持
O
REALTY INCOME CORP COM
+$2.6M
352,918
+8%
增持
GLPI
GAMING & LEISURE PPTYS INC COM
+$2.5M
415,085
+12%
增持
MTB
M & T BK CORP COM
+$2.5M
100,223
+1%
减持
ENB
ENBRIDGE INC COM
-$2.5M
610,264
-7%
增持
AVGO
BROADCOM INC COM
+$2.4M
12,185
+119%
建仓
CAIE
CALAMOS AUTOCALLABLE INCOME ETF
+$2.3M
86,254
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$2.3M
12,819
+4613%
减持
MAIN
MAIN STR CAP CORP COM
+$2.3M
336,031
-0%
减持
SON
SONOCO PRODS CO COM
+$2.2M
330,249
-4%
增持
CG
CARLYLE GROUP INC COM
+$2.1M
115,092
+25%
增持
XLG
INVESCO S&P 500 TOP 50 ETF
+$2.1M
35,753
+4166%
增持
HYUP
XTRACKERS HIGH BETA HIGH YIELD BOND ETF
+$2.0M
137,854
+51%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$2.0M
127,503
+6%
增持
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
+$2.0M
243,962
+51%
增持
CLOZ
ELDRIDGE BBB-B CLO ETF
+$2.0M
217,449
+51%
增持
PGHY
INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF
+$1.9M
706,187
+15%
增持
BIZD
VANECK BDC INCOME ETF
+$1.9M
134,980
+3239%
增持
XCCC
BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF
+$1.9M
152,202
+50%
增持
RWAY
RUNWAY GROWTH FINANCE CORP COM
+$1.9M
1,671,360
+19%
增持
XRAY
DENTSPLY SIRONA INC COM
+$1.8M
611,308
+32%
增持
XEMD
BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF
+$1.8M
316,613
+12%
减持
CFG
CITIZENS FINL GROUP INC COM
+$1.8M
305,266
-6%
增持
NNN
NNN REIT INC COM
+$1.8M
469,045
+8%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$1.7M
82,620
+7%
增持
SLV
ISHARES SILVER TRUST
+$1.7M
25,112
+268%
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$1.7M
1,035,730
+3%
增持
—
PERRIGO CO PLC SHS
+$1.6M
1,138,357
+59%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$1.6M
86,484
+161%
增持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
+$1.6M
32,287
+6965%
减持
DINO
HF SINCLAIR CORP COM
-$1.6M
262,832
-4%
增持
AMZN
AMAZON COM INC COM
+$1.6M
59,767
+7%
减持
HAS
HASBRO INC COM
+$1.5M
167,286
-3%
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$1.5M
60,421
+119%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.5M
64,058
+2%
减持
ES
EVERSOURCE ENERGY COM
-$1.5M
260,581
-5%
增持
TSLA
TESLA INC COM
+$1.5M
24,725
+16%
增持
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$1.5M
57,531
+827%
增持
HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
+$1.5M
2,100,916
+3%
建仓
FIW
FIRST TRUST WATER ETF
+$1.5M
13,008
增持
DLR
DIGITAL RLTY TR INC COM
+$1.5M
103,099
+17%
增持
GLD
SPDR GOLD SHARES
+$1.5M
11,072
+27%
建仓
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
+$1.5M
9,861
增持
META
META PLATFORMS INC CL A
-$1.5M
17,716
+4%
增持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$1.5M
16,618
增持
AAPL
APPLE INC COM
+$1.4M
91,407
+6%
建仓
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$1.4M
5,926
增持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$1.4M
6,118
+627%
增持
—
NOMAD FOODS LTD USD ORD SHS
+$1.4M
334,277
+64%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$1.2M
244,092
-1%
减持
GSK
GSK PLC SPONSORED ADR
+$1.2M
396,020
-4%
减持
SPY
SPDR S&P 500 ETF TRUST
-$1.2M
5,322
-27%
增持
PCY
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
+$1.2M
59,874
+797%
增持
LLY
ELI LILLY & CO COM
+$1.2M
5,634
+3%
增持
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
+$1.2M
22,481
+118221%
建仓
IHY
VANECK INTERNATIONAL HIGH YIELD BOND ETF
+$1.1M
51,593
增持
—
EXXON MOBIL CORP COM
+$1.1M
23,568
+38%
减持
BEN
FRANKLIN RESOURCES INC COM
+$1.1M
558,651
-2%
增持
EMHY
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
+$1.0M
1,007,306
+0%
增持
BCO
BRINKS CO COM
+$1.0M
63,770
+3%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$975.6K
10,087
+31%
建仓
SPYI
NEOS S&P 500 HIGH INCOME ETF
+$957.5K
18,032
增持
IUSV
ISHARES CORE S&P US VALUE ETF
+$931.0K
10,471
+513%
建仓
DWAS
INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF
+$906.3K
8,897
增持
COWZ
PACER US CASH COWS 100 ETF
+$882.2K
15,660
+967%
建仓
UPRO
PROSHARES ULTRAPRO S&P500
+$872.9K
7,266
增持
CAT
CATERPILLAR INC COM
+$863.2K
2,991
+40%
增持
LKQ
LKQ CORP COM
+$858.1K
141,673
+7%
建仓
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$820.8K
17,652
增持
PRU
PRUDENTIAL FINL INC COM
+$818.1K
42,968
+11%
建仓
FXL
FIRST TRUST TECHNOLOGY ALPHADEX FUND
+$811.2K
4,645
增持
TSN
TYSON FOODS INC CL A
+$785.6K
70,293
+5%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$768.4K
9,486
+148%
增持
SO
SOUTHERN CO COM
+$763.4K
12,127
+271%
增持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+$748.2K
6,448
+880%
增持
MU
MICRON TECHNOLOGY INC COM
+$734.0K
2,835
+85%
增持
FDUS
FIDUS INVT CORP COM
+$723.7K
38,096
+2037%
增持
AXP
AMERICAN EXPRESS CO COM
+$723.0K
2,380
+431%
增持
VICI
VICI PPTYS INC COM
+$721.0K
655,247
+11%
增持
—
RLJ LODGING TR CUM CONV PFD A
+$717.1K
29,305
+3931%
减持
GDX
VANECK GOLD MINERS ETF
-$706.6K
618
-94%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$705.8K
7,798
+334%
增持
BKR
BAKER HUGHES COMPANY CL A
+$691.8K
97,459
+7%
建仓
IEV
ISHARES EUROPE ETF
+$682.5K
9,661
增持
EFA
ISHARES MSCI EAFE ETF
+$678.3K
10,823
+155%
建仓
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
+$672.2K
12,366
减持
KHC
KRAFT HEINZ CO COM
-$648.2K
319,911
-2%
增持
TAP
MOLSON COORS BEVERAGE CO CL B
+$646.3K
118,929
+6%
减持
WEN
WENDYS CO COM
-$626.5K
760,067
-3%
增持
OCSL
OAKTREE SPECIALTY LENDING CORP COM
+$594.5K
49,460
+1379%
建仓
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$589.5K
21,513
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$585.0K
16,795
-28%
增持
CRBG
COREBRIDGE FINL INC COM
-$583.2K
345,179
+0%
增持
VB
VANGUARD SMALL-CAP ETF
+$575.5K
2,471
+500%
增持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
+$567.8K
103,060
+7%
增持
HD
HOME DEPOT INC COM
+$562.8K
5,780
+34%
