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
1609 檔
11.7%
Q2 2025 季度申报显示，Sound Income Strategies, LLC 披露的美股组合总市值为 US$22.3亿，涵盖 1609 个不同之权益投资仓位。
在 Q2 2025，Sound Income Strategies, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 34 个既有持股进行加仓（合计增持 36 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 TSLX, ARCC, HTGC 等）合计占整体申报市值的 11.7%，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 1609 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 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 3.29% | -0.16% | +1.91% | |
| 2 | ARCC | Ares Capital CORP | 股票-金融 | 3.09% | +0.02% | +3.16% | |
| 3 | HTGC | Hercules Capital Inc | 股票-金融 | 3.07% | +0.22% | +1.94% | |
| 4 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 2.78% | -0.02% | +4.08% | |
| 5 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.71% | -0.02% | +4.47% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.52% | -0.12% | -0.42% | |
| 7 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-其他 | 2.36% | -0.10% | -0.11% | |
| 8 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 2.31% | -0.16% | +8.91% | |
| 9 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 2.28% | -0.09% | +0.06% | |
| 10 | BXSL | Blackstone Secured Lending F | 股票-金融 | 2.26% | — | +9.26% | |
| 11 | FXED | Sound Enhanced Fixed Income | ETF-其他 | 1.92% | -0.01% | -1.53% | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.89% | -0.37% | +5.65% | |
| 13 | ENB | Enbridge Inc | 股票-能源 | 1.80% | -0.06% | +5.97% | |
| 14 | CSCO | Cisco Systems Inc | 股票-科技 | 1.57% | +0.05% | +5.79% | |
| 15 | T | At&t Inc | 股票-通信服务 | 1.48% | -0.27% | +5.80% | |
| 16 | GEF-B | Greif Inc-cl B | 股票-其他 | 1.44% | -0.03% | +6.59% | |
| 17 | DIVY | Sound Equity Dividend Income | ETF-其他 | 1.42% | -0.06% | +5.01% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | +0.06% | -17.20% | |
| 19 | MTB | M & T Bank CORP | 股票-金融 | 1.17% | +0.07% | -5.51% | |
| 20 | MAIN | Main Street Capital CORP | 股票-金融 | 1.17% | -0.16% | +3.23% | |
| 21 | PFE | Pfizer Inc | 股票-医疗保健 | 1.16% | -0.23% | +5.96% | |
| 22 | PFG | Principal Financial Group | 股票-金融 | 1.13% | +0.02% | +5.17% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.13% | +0.10% | +7.28% | |
| 24 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 1.13% | +0.02% | +5.79% | |
| 25 | SPG | Simon Property Group Inc | 股票-房地产 | 1.09% | +0.14% | +6.28% | |
| 26 | AAPL | Apple Inc | 股票-科技 | 1.08% | +0.09% | -3.45% | |
| 27 | VICI | Vici Properties Inc | 股票-房地产 | 1.06% | -0.04% | +6.69% | |
| 28 | O | Realty Income CORP | 股票-房地产 | 1.04% | -0.03% | +6.55% | |
| 29 | ES | Eversource Energy | 股票-公用事业 | 1.03% | -0.03% | +6.46% | |
| 30 | NNN | Nnn Reit Inc | 股票-房地产 | 1.03% | +0.05% | +8.19% | |
| 31 | OMC | Omnicom Group | 股票-通信服务 | 1.01% | -0.12% | +4.90% | |
| 32 | CTRE | Caretrust Reit Inc | 股票-房地产 | 1.00% | +0.03% | +9.16% | |
| 33 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | 0.98% | — | +5.40% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.95% | -0.12% | +7.26% | |
| 35 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.94% | -0.02% | +8.93% | |
| 36 | NHI | Natl Health Investors Inc | 股票-其他 | 0.93% | -0.10% | +8.26% | |
| 37 | EVRG | Evergy Inc | 股票-公用事业 | 0.90% | — | +6.04% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工业 | 0.90% | +0.02% | +24.58% | |
| 39 | CSWC | Capital Southwest CORP | 股票-其他 | 0.89% | +0.04% | +13.99% | |
| 40 | SON | Sonoco Products Co | 股票-周期性消费 | 0.89% | -0.05% | +6.48% | |
| 41 | PINE | Alpine Income Property Trust | 股票-其他 | 0.88% | +0.09% | +10.15% | |
| 42 | CFG | Citizens Financial Group | 股票-金融 | 0.86% | +0.07% | +50.65% | |
| 43 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.81% | -0.09% | +6.20% | |
| 44 | APLE | Apple Hospitality Reit Inc | 股票-房地产 | 0.80% | +0.01% | +17.30% | |
| 45 | BEN | Franklin Resources Inc | 股票-金融 | 0.80% | +0.09% | +5.22% | |
| 46 | OKE | Oneok Inc | 股票-能源 | 0.79% | -0.05% | +42.27% | |
| 47 | HAS | Hasbro Inc | 股票-周期性消费 | 0.76% | -0.08% | +5.43% | |
| 48 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.72% | +0.08% | +4.48% | |
| 49 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.70% | +0.06% | -0.07% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.67% | -0.01% | -11.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SMG | Scotts Miracle-gro Co | +0.6% | +219313.51% | 加仓 |
| 2 | PFS | Provident Financial Services | +0.6% | NEW | 新建仓 |
| 3 | C | Citigroup Inc | +0.4% | +5.65% | 加仓 |
| 4 | CFG | Citizens Financial Group | +0.3% | +50.65% | 加仓 |
| 5 | AMCR | Amcor plc | +0.3% | +54855.68% | 加仓 |
| 6 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | +0.3% | +83.38% | 加仓 |
| 7 | PGHY | Invesco Global Ex US High Yi | +0.3% | +85.82% | 加仓 |
| 8 | CG | Carlyle Group Inc/the | +0.3% | NEW | 新建仓 |
| 9 | GEF-B | Greif Inc-cl B | +0.3% | +6.59% | 加仓 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +5.79% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.2% | +9.95% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | +6.53% | 加仓 |
| 13 | TSLX | Sixth Street Specialty Lendi | +0.2% | +1.91% | 加仓 |
| 14 | BEN | Franklin Resources Inc | +0.2% | +5.22% | 加仓 |
| 15 | HAS | Hasbro Inc | +0.1% | +5.43% | 加仓 |
| 16 | CTRE | Caretrust Reit Inc | +0.1% | +9.16% | 加仓 |
| 17 | WDC | Western Digital CORP | +0.1% | +5.41% | 加仓 |
| 18 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +180.14% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | -6.01% | 减仓 |
| 20 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +182.54% | 加仓 |
| 21 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +191.27% | 加仓 |
| 22 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +191.55% | 加仓 |
| 23 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +298.32% | 加仓 |
| 24 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | +0.1% | +273.98% | 加仓 |
| 25 | NSA | National Storage Affiliates | +0.1% | +62.75% | 加仓 |
| 26 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +286.46% | 加仓 |
| 27 | ENB | Enbridge Inc | +0.1% | +5.97% | 加仓 |
| 28 | OKE | Oneok Inc | +0.1% | +42.27% | 加仓 |
| 29 | UPS | United Parcel Service-cl B | +0.1% | +24.58% | 加仓 |
| 30 | CRBG | Corebridge Financial Inc | +0.1% | +4.48% | 加仓 |
| 31 | HYUP | Xtrs Hi Beta Hi Yield ETF | +0.1% | +271.01% | 加仓 |
| 32 | CSWC | Capital Southwest CORP | +0.1% | +13.99% | 加仓 |
| 33 | T | At&t Inc | +0.1% | +5.80% | 加仓 |
| 34 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -92.95% | 减仓 |
| 35 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -80.30% | 减仓 |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -47.67% | 减仓 |
| 37 | OMC | Omnicom Group | -0.1% | +4.90% | 加仓 |
| 38 | AHRT | Ah Realty Trust Inc | -0.2% | -15.42% | 减仓 |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.2% | -86.23% | 减仓 |
| 40 | JNK | Ss Spdr Bb High Yield Bond | -0.2% | -32.48% | 减仓 |
| 41 | AAPL | Apple Inc | -0.2% | -3.45% | 减仓 |
| 42 | DOW | Dow Inc | -0.2% | +4.99% | 加仓 |
| 43 | LYB | LyondellBasell Industries N.V. | -0.2% | +5.40% | 加仓 |
| 44 | HTGC | Hercules Capital Inc | -0.2% | +1.94% | 加仓 |
| 45 | DNB | Dun & Bradstreet Holdings In | -0.2% | -99.02% | 减仓 |
| 46 | BERYEUR | Berry Global Group Inc | -0.3% | EXIT | 清仓 |
| 47 | HRB | H&r Block Inc | -0.4% | -96.13% | 减仓 |
| 48 | OGN | Organon & Co | -0.6% | -95.49% | 减仓 |
| 49 | CRI | Carter's Inc | -0.6% | -96.89% | 减仓 |
| 50 | ✓ | First Tr Exchng Traded Fd Vi | -1.5% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Sound Income Strategies, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$22.3亿，共申报了 1609 个公开持股仓位。
在 Q2 2025 季度，Sound Income Strategies, LLC 按市值排列的前三大核心持股分别为：TSLX (3.3%)、ARCC (3.1%)、HTGC (3.1%)。其中最大持股仓位 TSLX 占据整体投资组合约 3.3% 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
PFS
市值: US$954.8万
本季最大获利了结 / 清仓标的
FIRST TR EXCHNG TRADED FD VI
前期市值: US$2454.3万
在 Q2 2025 季度中，Sound Income Strategies, LLC 共进行了 50 项持仓异动，包含新建仓 2 个仓位、加仓 34 个仓位、减仓 12 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 PFS。 本季清仓仓位包含 FIRST TR EXCHNG TRADED FD VI。
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。