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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 80
减持 65
方向
标的
Δ市值
现股数(环比)
建仓
—
AMCOR PLC COM NEW
+$19.3M
475,266
减持
MAIN
MAIN STR CAP CORP COM
-$15.4M
118,152
-65%
减持
EVRG
EVERGY INC COM
-$13.4M
8,213
-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。
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$12.0M
61,533
+11510%
增持
TSLX
SIXTH STREET SPECIALTY LENDING COM
-$9.4M
2,571,052
+2%
增持
SJM
SMUCKER J M CO COM NEW
+$8.6M
90,045
+346227%
减持
ENB
ENBRIDGE INC COM
-$7.7M
397,853
-35%
增持
ARCC
ARES CAPITAL CORP COM
-$7.5M
2,663,571
+2%
减持
—
TOTALENERGIES SE ACT
+$6.5M
292,731
-2%
增持
OBDC
BLUE OWL CAPITAL CORPORATION COM
-$4.9M
3,976,748
+5%
增持
PFLT
PENNANTPARK FLOATING RATE CAP COM
-$4.7M
4,940,809
+6%
增持
AVA
AVISTA CORP COM
+$4.6M
294,142
+60%
减持
PRU
PRUDENTIAL FINL INC COM
-$4.4M
4,539
-89%
减持
OMC
OMNICOM GROUP INC COM
-$4.0M
355,475
-8%
建仓
OTEX
OPEN TEXT CORP COM
+$3.8M
168,985
增持
HRB
BLOCK H & R INC COM
+$3.8M
259,921
+145%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$3.7M
65,283
+2%
增持
SPYI
NEOS S&P 500 HIGH INCOME ETF
+$3.4M
87,262
+384%
减持
GEF/B
GREIF INC CL B
-$3.3M
245,078
-18%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$3.2M
1,336
-97%
增持
RWAY
RUNWAY GROWTH FINANCE CORP COM
-$3.2M
1,843,232
+10%
减持
C
CITIGROUP INC COM NEW
-$3.1M
249,206
-7%
减持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
-$3.0M
1,020,591
-11%
增持
GBDC
GOLUB CAP BDC INC COM
-$2.9M
3,750,533
+4%
减持
FXED
SOUND ENHANCED FIXED INCOME ETF
-$2.7M
1,706,545
-4%
增持
—
NOMAD FOODS LTD USD ORD SHS
+$2.6M
676,241
+102%
减持
VLO
VALERO ENERGY CORP COM
+$2.5M
44,354
-1%
增持
DLR
DIGITAL RLTY TR INC COM
+$2.5M
107,212
+4%
增持
CRBG
COREBRIDGE FINL INC COM
+$2.4M
536,046
+55%
减持
T
AT&T INC COM
+$2.3M
631,067
-5%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$2.3M
80,255
+20%
减持
HAS
HASBRO INC COM
-$2.2M
136,230
-19%
减持
EMHY
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF
-$2.1M
983,904
-2%
减持
PFE
PFIZER INC COM
+$2.0M
796,952
-2%
减持
UPS
UNITED PARCEL SVCS INC CL B
-$1.9M
154,764
-3%
增持
HTGC
HERCULES CAPITAL INC COM
-$1.9M
3,382,058
+25%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$1.9M
152,422
+19%
增持
TRIN
TRINITY CAP INC COM
+$1.8M
1,160,453
+23%
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$1.8M
1,015,055
-2%
增持
MSFT
MICROSOFT CORP COM
-$1.8M
34,747
+9%
减持
HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
-$1.7M
2,062,465
-2%
增持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$1.7M
1,720,419
+9%
减持
BEN
FRANKLIN RESOURCES INC COM
-$1.6M
546,134
-2%
增持
CG
CARLYLE GROUP INC COM
-$1.6M
124,736
+8%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$1.6M
4,968
-46%
减持
OKE
ONEOK INC NEW COM
+$1.5M
153,544
-4%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$1.5M
47,100
+0%
增持
SWK
STANLEY BLACK & DECKER INC COM
-$1.3M
123,254
+3%
增持
ADT
ADT INC DEL COM
-$1.3M
1,093,033
+6%
增持
SPHY
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
+$1.2M
301,568
+24%
增持
SBRA
SABRA HEALTH CARE REIT INC COM
+$1.2M
918,252
+6%
增持
CSWC
CAPITAL SOUTHWEST CORP COM
-$1.2M
903,329
+2%
增持
CLOZ
ELDRIDGE BBB-B CLO ETF
+$1.2M
269,832
+24%
增持
HYUP
XTRACKERS HIGH BETA HIGH YIELD BOND ETF
+$1.1M
169,166
+23%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$1.1M
13,498
-7%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$1.1M
39,759
+23%
减持
SON
SONOCO PRODS CO COM
+$1.1M
311,777
-6%
增持
QGRW
WISDOMTREE U.S. QUALITY GROWTH FUND
+$1.1M
203,050
+21%
增持
GEN
GEN DIGITAL INC COM
-$1.1M
212,736
+9%
增持
BCO
BRINKS CO COM
-$1.1M
67,179
+5%
减持
DIVY
SOUND EQUITY DIVIDEND INCOME ETF
-$1.1M
790,244
-7%
增持
AMZN
AMAZON COM INC COM
-$1.0M
62,901
+5%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$1.0M
223,771
-3%
增持
TSLA
TESLA INC COM
-$1.0M
25,674
+4%
增持
WEN
WENDYS CO COM
-$1.0M
771,376
+1%
增持
TCHP
T. ROWE PRICE BLUE CHIP GROWTH ETF
+$994.5K
229,604
+23%
减持
SLV
ISHARES SILVER TRUST
-$993.1K
15,284
-39%
增持
XCCC
BONDBLOXX CCC-RATED USD HIGH YIELD CORPORATE BOND ETF
+$984.0K
188,325
+24%
减持
TAXX
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF
-$974.7K
1
-100%
增持
VTWG
VANGUARD RUSSELL 2000 GROWTH ETF
+$959.8K
46,580
+21%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$950.2K
4,000
-75%
增持
BKR
BAKER HUGHES COMPANY CL A
+$914.3K
98,738
+1%
增持
—
EXXON MOBIL CORP COM
+$880.6K
24,517
+4%
增持
FNF
FIDELITY NATL FINL INC COM SHS
-$879.7K
153,676
+2%
增持
VTRS
VIATRIS INC COM
+$809.0K
647,279
+4%
增持
GOOG
ALPHABET INC CAP STK CL C
-$752.7K
28,755
+3%
减持
CSCO
CISCO SYS INC COM
+$707.2K
303,792
-1%
减持
SMA
SMARTSTOP SELF STORAG REIT INC COMMON STOCK
-$665.9K
3,868
-83%
减持
DINO
HF SINCLAIR CORP COM
+$642.7K
220,359
-16%
减持
CFG
CITIZENS FINL GROUP INC COM
-$628.0K
296,159
-3%
减持
ES
EVERSOURCE ENERGY COM
-$620.8K
253,389
-3%
减持
PINE
ALPINE INCOME PPTY TR INC COM
+$595.5K
1,209,758
-1%
减持
SPFF
GLOBAL X SUPERINCOME PREFERRED ETF
-$592.4K
503,122
-5%
减持
VOO
VANGUARD S&P 500 ETF
-$577.4K
13,344
-1%
减持
CTRE
CARETRUST REIT INC COM
-$537.7K
617,798
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
-$535.4K
19,886
+1%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$525.4K
3,126
-44%
减持
PFFA
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
-$523.3K
204,051
-5%
减持
MTB
M & T BK CORP COM
-$490.9K
99,456
-1%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$490.4K
86,920
+5%
减持
PFFD
GLOBAL X U.S. PREFERRED ETF
-$482.4K
230,743
-5%
增持
TSN
TYSON FOODS INC CL A
+$478.8K
73,115
+4%
增持
SBCF
SEACOAST BKG CORP FLA COM NEW
+$476.2K
15,855
+6118%
增持
NHI
NATIONAL HEALTH INVS INC COM
+$472.5K
257,712
+0%
增持
—
STELLANTIS N.V SHS
-$469.1K
454,969
+13%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$467.4K
15,393
+20%
增持
GLD
SPDR GOLD SHARES
+$457.1K
11,698
+6%
增持
AAPL
APPLE INC COM
+$455.1K
93,151
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$443.1K
10,084
-37%
减持
NEE
NEXTERA ENERGY INC COM
-$441.3K
15,452
-31%
减持
FEPI
REX FANG & INNOVATION EQUITY PREMIUM INCOME ETF
-$433.6K
31,532
-16%
增持
TAP
MOLSON COORS BEVERAGE CO CL B
-$432.1K
125,628
+6%
减持
PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
-$428.3K
251,262
-5%
减持
PSK
STATE STREET SPDR ICE PREFERRED SECURITIES ETF
-$427.5K
136,899
-4%
减持
—
LINDE PLC SHS
-$421.0K
102
-91%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$418.3K
18,719
+603%
减持
PEP
PEPSICO INC COM
+$411.4K
80,633
-2%
减持
SO
SOUTHERN CO COM
-$404.1K
6,953
-43%
增持
LKQ
LKQ CORP COM
-$401.3K
148,282
+5%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$386.6K
21,919
+35%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$376.3K
243,934
-0%
增持
LLY
ELI LILLY & CO COM
-$372.2K
5,739
+2%
减持
HD
HOME DEPOT INC COM
-$364.0K
5,563
-4%
减持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
-$361.5K
251,742
-5%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$356.7K
4,145
-64%
减持
OEF
ISHARES S&P 100 ETF
-$354.7K
4,361
-15%
增持
AVGO
BROADCOM INC COM
-$346.8K
12,564
+3%
减持
PGX
INVESCO PREFERRED ETF
-$343.0K
451,487
-3%
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$341.1K
13,089
-22%
增持
KHC
KRAFT HEINZ CO COM
-$333.3K
323,045
+1%
增持
QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
+$331.5K
19,999
+62%
增持
—
PERRIGO CO PLC SHS
-$330.3K
1,525,384
+34%
建仓
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$329.5K
6,526
增持
SPYH
NEOS S&P 500 HEDGED EQUITY INCOME ETF
+$322.4K
8,015
+339%
增持
—
EATON CORP PLC SHS
+$321.7K
1,359
+166%
增持
GLPI
GAMING & LEISURE P COM
-$319.9K
426,881
+3%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$318.7K
4,668
-40%
建仓
GQQQ
ASTORIA US QUALITY GROWTH KINGS ETF
+$310.4K
10,638
增持
SNY
SANOFI SA SPONSORED ADR
+$307.5K
89,643
+5%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$301.5K
91,802
+6%
增持
XEMD
BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF
+$299.4K
330,080
+4%
增持
PGHY
INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF
+$298.7K
738,623
+5%
减持
EIX
EDISON INTL COM
+$291.2K
29,135
-2%
增持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
+$290.5K
39,008
+21%
增持
META
META PLATFORMS INC CL A
-$285.7K
18,477
+4%
减持
PWR
QUANTA SVCS INC COM
-$285.4K
440
-61%
增持
GPN
GLOBAL PMTS INC COM
-$277.2K
70,711
+7%
增持
CAT
CATERPILLAR INC COM
+$274.7K
3,026
+1%
增持
AMAT
APPLIED MATLS INC COM
+$267.1K
2,045
+46%
建仓
DUNK
DANA UNCONSTRAINED EQUITY ETF
+$263.6K
12,935
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$263.4K
11,082
-16%
减持
PFLD
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF
-$261.3K
221,638
-4%
增持
MTCH
MATCH GROUP INC NEW COM
+$256.5K
136,207
+7%
减持
PFS
PROVIDENT FINL SVCS INC COM
+$254.2K
575,209
-3%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$249.3K
30,486
+1%
减持
IGBH
ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF
-$246.5K
236,735
-1%
减持
SPG
SIMON PPTY GROUP INC NEW COM
+$240.9K
126,635
-1%
增持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$236.9K
5,516
+1236%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$236.0K
1,556
+14%
增持
COWZ
PACER US CASH COWS 100 ETF
+$228.6K
19,162
+22%
