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
1478 檔
11.1%
在 Q4 2024 的 13F 官方备案中，Sound Income Strategies, LLC 管理的美股投资组合规模来到 US$22.3亿，整体持股档数为 1478 档。
在 Q4 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 3 个新仓位，并对 34 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 11.1%，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 1478 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 | 3.50% | +0.22% | +2.84% | |
| 2 | ARCC | Ares Capital CORP | 股票-金融 | 3.13% | +0.02% | +4.37% | |
| 3 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 3.04% | -0.16% | +5.60% | |
| 4 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 2.87% | -0.02% | +5.98% | |
| 5 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.83% | -0.02% | +6.40% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.67% | -0.12% | +3.40% | |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-其他 | 2.46% | -0.10% | +3.79% | |
| 8 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 2.34% | -0.09% | +4.04% | |
| 9 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 2.24% | -0.16% | +12.04% | |
| 10 | ✓ | First Tr Exchng Traded Fd Vi | 股票-其他 | 2.19% | — | +4.93% | |
| 11 | BXSL | Blackstone Secured Lending F | 股票-金融 | 2.17% | — | +17.10% | |
| 12 | FXED | Sound Enhanced Fixed Income | ETF-其他 | 2.07% | -0.01% | +3.50% | |
| 13 | T | At&t Inc | 股票-通信服务 | 1.80% | -0.27% | +8.31% | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 1.66% | -0.06% | +8.56% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.59% | +0.06% | +4.46% | |
| 16 | C | Citigroup Inc | 股票-金融 | 1.53% | -0.37% | +8.68% | |
| 17 | DIVY | Sound Equity Dividend Income | ETF-其他 | 1.45% | -0.06% | +3.83% | |
| 18 | GEF-B | Greif Inc-cl B | 股票-其他 | 1.38% | -0.03% | +7.55% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.37% | +0.09% | +0.25% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.33% | +0.05% | +8.51% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 1.26% | -0.23% | +9.98% | |
| 22 | MTB | M & T Bank CORP | 股票-金融 | 1.25% | +0.07% | +8.94% | |
| 23 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 1.25% | — | +8.08% | |
| 24 | MAIN | Main Street Capital CORP | 股票-金融 | 1.24% | -0.16% | -2.37% | |
| 25 | OMC | Omnicom Group | 股票-通信服务 | 1.20% | -0.12% | -4.11% | |
| 26 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.16% | +0.02% | +20.02% | |
| 27 | SPG | Simon Property Group Inc | 股票-房地产 | 1.13% | +0.14% | +3.89% | |
| 28 | PFG | Principal Financial Group | 股票-金融 | 1.09% | +0.02% | +8.82% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.09% | +0.10% | +10.45% | |
| 30 | EIX | Edison International | 股票-公用事业 | 0.97% | — | +5.87% | |
| 31 | PINE | Alpine Income Property Trust | 股票-其他 | 0.90% | +0.09% | +8.99% | |
| 32 | VICI | Vici Properties Inc | 股票-房地产 | 0.89% | -0.04% | +8.79% | |
| 33 | O | Realty Income CORP | 股票-房地产 | 0.89% | -0.03% | +9.26% | |
| 34 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.89% | -0.02% | +9.63% | |
| 35 | NNN | Nnn Reit Inc | 股票-房地产 | 0.87% | +0.05% | +9.57% | |
| 36 | APLE | Apple Hospitality Reit Inc | 股票-房地产 | 0.86% | +0.01% | +10.92% | |
| 37 | SON | Sonoco Products Co | 股票-周期性消费 | 0.84% | -0.05% | +53.27% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.83% | +0.02% | +5576.88% | |
| 39 | EVRG | Evergy Inc | 股票-公用事业 | 0.82% | — | +5709.68% | |
| 40 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.82% | -0.12% | +12.08% | |
| 41 | NHI | Natl Health Investors Inc | 股票-其他 | 0.81% | -0.10% | +11.53% | |
| 42 | CSWC | Capital Southwest CORP | 股票-其他 | 0.78% | +0.04% | +2.93% | |
| 43 | CRI | Carter's Inc | 股票-其他 | 0.78% | — | +32.68% | |
| 44 | CTRE | Caretrust Reit Inc | 股票-房地产 | 0.77% | +0.03% | +11.40% | |
| 45 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.77% | -0.09% | +28.62% | |
| 46 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.74% | +0.06% | +8.11% | |
| 47 | OKE | Oneok Inc | 股票-能源 | 0.74% | -0.05% | -42.21% | |
| 48 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.74% | — | EXIT | |
| 49 | IPG | Interpublic Group Of Cos Inc | 股票-其他 | 0.73% | — | +28.78% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.72% | -0.01% | +6.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +0.8% | +5576.88% | 加仓 |
| 2 | EVRG | Evergy Inc | +0.8% | +5709.68% | 加仓 |
| 3 | CFG | Citizens Financial Group | +0.6% | +979522.73% | 加仓 |
| 4 | AHRT | Ah Realty Trust Inc | +0.6% | NEW | 新建仓 |
| 5 | BXSL | Blackstone Secured Lending F | +0.4% | +17.10% | 加仓 |
| 6 | KHC | Kraft Heinz Co/the | +0.2% | +123.96% | 加仓 |
| 7 | C | Citigroup Inc | +0.2% | +8.68% | 加仓 |
| 8 | SON | Sonoco Products Co | +0.2% | +53.27% | 加仓 |
| 9 | SNY | Sanofi-adr | +0.2% | +156520.93% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +8.51% | 加仓 |
| 11 | QYLD | Global X Nasd 100 Cov Call | +0.2% | +20.02% | 加仓 |
| 12 | TSLA | Tesla Inc | +0.2% | +12.91% | 加仓 |
| 13 | NOMD | Nomad Foods Limited | +0.2% | NEW | 新建仓 |
| 14 | OBDC | Blue Owl Capital CORP | +0.2% | +6.40% | 加仓 |
| 15 | TSLX | Sixth Street Specialty Lendi | +0.2% | +5.60% | 加仓 |
| 16 | IBND | State Street Spdr Bloomberg | +0.2% | NEW | 新建仓 |
| 17 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +48.13% | 加仓 |
| 18 | IVE | Ishares S&p 500 Value ETF | +0.2% | +358.31% | 加仓 |
| 19 | ARCC | Ares Capital CORP | +0.1% | +4.37% | 加仓 |
| 20 | ENB | Enbridge Inc | +0.1% | +8.56% | 加仓 |
| 21 | PRGO | Perrigo Company plc | +0.1% | +28.62% | 加仓 |
| 22 | T | At&t Inc | +0.1% | +8.31% | 加仓 |
| 23 | AMZN | Amazon.com Inc | +0.1% | +8.11% | 加仓 |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +165.86% | 加仓 |
| 25 | MTB | M & T Bank CORP | +0.1% | +8.94% | 加仓 |
| 26 | MAIN | Main Street Capital CORP | +0.1% | -2.37% | 减仓 |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.22% | 加仓 |
| 28 | APLE | Apple Hospitality Reit Inc | +0.1% | +10.92% | 加仓 |
| 29 | GBDC | Golub Capital Bdc Inc | +0.1% | +5.98% | 加仓 |
| 30 | HTGC | Hercules Capital Inc | 0% | +2.84% | 加仓 |
| 31 | AAPL | Apple Inc | 0% | +0.25% | 加仓 |
| 32 | PFLT | Pennantpark Floating Rate Ca | 0% | +12.04% | 加仓 |
| 33 | CSWC | Capital Southwest CORP | -0.1% | +2.93% | 加仓 |
| 34 | OGN | Organon & Co | -0.2% | +6.50% | 加仓 |
| 35 | HAS | Hasbro Inc | -0.2% | +6.90% | 加仓 |
| 36 | HRB | H&r Block Inc | -0.2% | +0.84% | 加仓 |
| 37 | EFA | Ishares Msci Eafe ETF | -0.2% | -97.32% | 减仓 |
| 38 | TLH | Ishares 10-20 Year Treasury | -0.2% | -99.05% | 减仓 |
| 39 | DOW | Dow Inc | -0.2% | +7.66% | 加仓 |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | -98.66% | 减仓 |
| 41 | MDY | State Street Spdr S&p Midcap | -0.2% | -99.92% | 减仓 |
| 42 | KVUE | Kenvue Inc | -0.2% | -11.51% | 减仓 |
| 43 | BAX | Baxter International Inc | -0.2% | -97.23% | 减仓 |
| 44 | LYB | LyondellBasell Industries N.V. | -0.3% | +8.08% | 加仓 |
| 45 | OMC | Omnicom Group | -0.4% | -4.11% | 减仓 |
| 46 | UL | Unilever PLC | -0.4% | -92.48% | 减仓 |
| 47 | OKE | Oneok Inc | -0.5% | -42.21% | 减仓 |
| 48 | PK | Park Hotels & Resorts Inc | -0.6% | -68.65% | 减仓 |
| 49 | ETR | Entergy CORP | -0.8% | -95.92% | 减仓 |
| 50 | PDCOEUR | Patterson Cos Inc | -0.8% | -96.39% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Sound Income Strategies, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$22.3亿，共申报了 1478 个公开持股仓位。
在 Q4 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 (3.1%)、TSLX (3.0%)。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
AHRT
市值: US$904.9万
本季最大获利了结 / 清仓标的
OMC
前期市值: US$2437.7万
在 Q4 2024 季度中，Sound Income Strategies, LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 34 个仓位、减仓 13 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 AHRT。
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。