13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001730960
申报总市值
US$22.3亿
US$22.3亿
1409 檔
10.4%
截至 Q3 2024 季度末，Sound Income Strategies, LLC 的美股持仓估值约为 US$22.3亿，全数申报仓位共有 1409 档。
在 Q3 2024，Sound Income Strategies, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 4 个新仓位，并对 33 个既有持股进行加仓（合计增持 37 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sound Income Strategies, LLC 的前 5 大核心持股（包含 HTGC, ARCC, TSLX 等）合计占整体申报市值的 10.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1409 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HTGC | Hercules Capital Inc | 股票-金融 | 3.46% | +0.22% | +1.77% | |
| 2 | ARCC | Ares Capital CORP | 股票-金融 | 2.99% | +0.02% | +3.70% | |
| 3 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 2.88% | -0.16% | +2.53% | |
| 4 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 2.80% | -0.02% | +5.02% | |
| 5 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.73% | -0.12% | -1.56% | |
| 6 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.67% | -0.02% | +4.80% | |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-其他 | 2.52% | -0.10% | -0.58% | |
| 8 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 2.40% | -0.09% | -0.14% | |
| 9 | ✓ | First Tr Exchng Traded Fd Vi | 股票-其他 | 2.24% | — | +0.07% | |
| 10 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 2.21% | -0.16% | +11.54% | |
| 11 | FXED | Sound Enhanced Fixed Income | ETF-其他 | 2.20% | -0.01% | +2.54% | |
| 12 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.75% | — | +21.98% | |
| 13 | T | At&t Inc | 股票-通信服务 | 1.67% | -0.27% | +5.34% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.06% | +6.21% | |
| 15 | OMC | Omnicom Group | 股票-通信服务 | 1.57% | -0.12% | +5.16% | |
| 16 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.55% | — | +5.26% | |
| 17 | DIVY | Sound Equity Dividend Income | ETF-其他 | 1.54% | -0.06% | +1.33% | |
| 18 | ENB | Enbridge Inc | 股票-能源 | 1.52% | -0.06% | +5.30% | |
| 19 | GEF-B | Greif Inc-cl B | 股票-其他 | 1.38% | -0.03% | +5.27% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.33% | +0.09% | +1.45% | |
| 21 | C | Citigroup Inc | 股票-金融 | 1.30% | -0.37% | +5.96% | |
| 22 | PFE | Pfizer Inc | 股票-医疗保健 | 1.30% | -0.23% | +4.96% | |
| 23 | OKE | Oneok Inc | 股票-能源 | 1.21% | -0.05% | -6.86% | |
| 24 | PFG | Principal Financial Group | 股票-金融 | 1.16% | +0.02% | +7.64% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.05% | +3.30% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.14% | +0.10% | -15.47% | |
| 27 | MTB | M & T Bank CORP | 股票-金融 | 1.14% | +0.07% | +5.55% | |
| 28 | MAIN | Main Street Capital CORP | 股票-金融 | 1.13% | -0.16% | -1.25% | |
| 29 | SPG | Simon Property Group Inc | 股票-房地产 | 1.11% | +0.14% | +5.32% | |
| 30 | EIX | Edison International | 股票-公用事业 | 1.04% | — | +3.87% | |
| 31 | O | Realty Income CORP | 股票-房地产 | 1.01% | -0.03% | +7.69% | |
| 32 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.99% | +0.02% | +75.75% | |
| 33 | NNN | Nnn Reit Inc | 股票-房地产 | 0.98% | +0.05% | +18.96% | |
| 34 | VICI | Vici Properties Inc | 股票-房地产 | 0.97% | -0.04% | +7.93% | |
| 35 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.94% | — | EXIT | |
| 36 | PINE | Alpine Income Property Trust | 股票-其他 | 0.93% | +0.09% | +8.26% | |
| 37 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.92% | -0.12% | +4.53% | |
| 38 | NHI | Natl Health Investors Inc | 股票-其他 | 0.92% | -0.10% | +10.75% | |
| 39 | CSWC | Capital Southwest CORP | 股票-其他 | 0.91% | +0.04% | +1.20% | |
| 40 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.90% | -0.02% | +9.01% | |
| 41 | PDCOEUR | Patterson Cos Inc | 股票-其他 | 0.87% | — | -7.40% | |
| 42 | ETR | Entergy CORP | 股票-公用事业 | 0.83% | — | EXIT | |
| 43 | CTRE | Caretrust Reit Inc | 股票-房地产 | 0.82% | +0.03% | +13.88% | |
| 44 | PK | Park Hotels & Resorts Inc | 股票-房地产 | 0.80% | — | EXIT | |
| 45 | APLE | Apple Hospitality Reit Inc | 股票-房地产 | 0.78% | +0.01% | +14.87% | |
| 46 | VLO | Valero Energy CORP | 股票-能源 | 0.77% | -0.01% | +3.72% | |
| 47 | OGN | Organon & Co | 股票-医疗保健 | 0.75% | — | +6.85% | |
| 48 | HRB | H&r Block Inc | 股票-周期性消费 | 0.75% | +0.05% | -12.20% | |
| 49 | CRI | Carter's Inc | 股票-其他 | 0.73% | — | +4.89% | |
| 50 | DOW | Dow Inc | 股票-原材料 | 0.73% | -0.01% | +5.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SON | Sonoco Products Co | +0.6% | NEW | 新建仓 |
| 2 | PRGO | Perrigo Company plc | +0.6% | NEW | 新建仓 |
| 3 | QYLD | Global X Nasd 100 Cov Call | +0.5% | +75.75% | 加仓 |
| 4 | IBM | Intl Business Machines CORP | +0.5% | +6.21% | 加仓 |
| 5 | KVUE | Kenvue Inc | +0.4% | +41.77% | 加仓 |
| 6 | T | At&t Inc | +0.3% | +5.34% | 加仓 |
| 7 | OMC | Omnicom Group | +0.3% | +5.16% | 加仓 |
| 8 | BXSL | Blackstone Secured Lending F | +0.3% | +21.98% | 加仓 |
| 9 | ENB | Enbridge Inc | +0.3% | +5.30% | 加仓 |
| 10 | PFLT | Pennantpark Floating Rate Ca | +0.3% | +11.54% | 加仓 |
| 11 | NNN | Nnn Reit Inc | +0.3% | +18.96% | 加仓 |
| 12 | NHI | Natl Health Investors Inc | +0.3% | +10.75% | 加仓 |
| 13 | CTRE | Caretrust Reit Inc | +0.3% | +13.88% | 加仓 |
| 14 | O | Realty Income CORP | +0.3% | +7.69% | 加仓 |
| 15 | MTB | M & T Bank CORP | +0.3% | +5.55% | 加仓 |
| 16 | EIX | Edison International | +0.2% | +3.87% | 加仓 |
| 17 | GEF-B | Greif Inc-cl B | +0.2% | +5.27% | 加仓 |
| 18 | CRBG | Corebridge Financial Inc | +0.2% | +59.48% | 加仓 |
| 19 | VICI | Vici Properties Inc | +0.2% | +7.93% | 加仓 |
| 20 | PINE | Alpine Income Property Trust | +0.2% | +8.26% | 加仓 |
| 21 | ARCC | Ares Capital CORP | +0.2% | +3.70% | 加仓 |
| 22 | ETR | Entergy CORP | +0.2% | +4.27% | 加仓 |
| 23 | PFG | Principal Financial Group | +0.2% | +7.64% | 加仓 |
| 24 | GLPI | Gaming And Leisure Propertie | +0.2% | +9.01% | 加仓 |
| 25 | FXED | Sound Enhanced Fixed Income | +0.2% | +2.54% | 加仓 |
| 26 | MDY | State Street Spdr S&p Midcap | +0.2% | NEW | 新建仓 |
| 27 | SPG | Simon Property Group Inc | +0.2% | +5.32% | 加仓 |
| 28 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +774.86% | 加仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +90.14% | 加仓 |
| 30 | HAS | Hasbro Inc | +0.2% | +4.53% | 加仓 |
| 31 | CSCO | Cisco Systems Inc | +0.2% | +3.30% | 加仓 |
| 32 | AAPL | Apple Inc | +0.2% | +1.45% | 加仓 |
| 33 | EMHY | Ishares J.p. Morgan Em High | +0.2% | -0.14% | 减仓 |
| 34 | TLH | Ishares 10-20 Year Treasury | +0.2% | +10438.50% | 加仓 |
| 35 | ADT | Adt Inc | +0.2% | NEW | 新建仓 |
| 36 | DIVY | Sound Equity Dividend Income | +0.2% | +1.33% | 加仓 |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +377.81% | 加仓 |
| 38 | APLE | Apple Hospitality Reit Inc | +0.1% | +14.87% | 加仓 |
| 39 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -24.36% | 减仓 |
| 40 | PDCOEUR | Patterson Cos Inc | -0.1% | -7.40% | 减仓 |
| 41 | GM | General Motors Co | -0.1% | -93.85% | 减仓 |
| 42 | ✓ | Acuityads Hldgs Inc | -0.1% | EXIT | 清仓 |
| 43 | USDU | Wisdomtree Bbg Usd Bullish | -0.2% | EXIT | 清仓 |
| 44 | IVE | Ishares S&p 500 Value ETF | -0.2% | -82.04% | 减仓 |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.2% | -99.68% | 减仓 |
| 46 | UL | Unilever PLC | -0.2% | -46.34% | 减仓 |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -55.92% | 减仓 |
| 48 | MSM | Msc Industrial Direct Co-a | -0.5% | -98.28% | 减仓 |
| 49 | CAKE 0.375 06-15-26债券 | Cheesecake Factory (the) | -1.3% | EXIT | 清仓 |
| 50 | ✓ | Irsa Inversiones Y Rep S A | -10.6% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sound Income Strategies, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$22.3亿，共申报了 1409 个公开持股仓位。
在 Q3 2024 季度，Sound Income Strategies, LLC 按市值排列的前三大核心持股分别为：HTGC (3.5%)、ARCC (3.0%)、TSLX (2.9%)。其中最大持股仓位 HTGC 占据整体投资组合约 3.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SON
市值: US$993.5万
本季最大获利了结 / 清仓标的
IRSA INVERSIONES Y REP S A
前期市值: US$1.7亿
在 Q3 2024 季度中，Sound Income Strategies, LLC 共进行了 50 项持仓异动，包含新建仓 4 个仓位、加仓 33 个仓位、减仓 9 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 SON。 本季清仓仓位包含 IRSA INVERSIONES Y REP S A。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。