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
2516 檔
11.6%
截至 Q4 2025 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 2516 档。
在 Q4 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 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 TSLX, ARCC, HTGC 等）合计占整体申报市值的 11.6%，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 2516 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 | 2.65% | -0.16% | +4.53% | |
| 2 | ARCC | Ares Capital CORP | 股票-金融 | 2.59% | +0.02% | +5.60% | |
| 3 | HTGC | Hercules Capital Inc | 股票-金融 | 2.42% | +0.22% | -1.80% | |
| 4 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 2.36% | -0.02% | +6.63% | |
| 5 | OBDC | Blue Owl Capital CORP | 股票-金融 | 2.26% | -0.02% | +11.42% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.11% | -0.12% | +3.46% | |
| 7 | PFLT | Pennantpark Floating Rate Ca | 股票-其他 | 2.09% | -0.16% | +12.41% | |
| 8 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-其他 | 2.00% | -0.10% | +3.25% | |
| 9 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.98% | — | +15.45% | |
| 10 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 1.93% | -0.09% | +0.47% | |
| 11 | FXED | Sound Enhanced Fixed Income | ETF-其他 | 1.52% | -0.01% | -1.83% | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.50% | -0.37% | -25.15% | |
| 13 | OMC | Omnicom Group | 股票-通信服务 | 1.45% | -0.12% | +58.51% | |
| 14 | ENB | Enbridge Inc | 股票-能源 | 1.37% | -0.06% | -7.10% | |
| 15 | GEF-B | Greif Inc-cl B | 股票-其他 | 1.18% | -0.03% | -10.48% | |
| 16 | SPG | Simon Property Group Inc | 股票-房地产 | 1.12% | +0.14% | +5.61% | |
| 17 | CTRE | Caretrust Reit Inc | 股票-房地产 | 1.11% | +0.03% | +6.42% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.11% | +0.09% | +5.98% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 1.09% | +0.05% | -8.75% | |
| 20 | DIVY | Sound Equity Dividend Income | ETF-其他 | 1.08% | -0.06% | -5.27% | |
| 21 | O | Realty Income CORP | 股票-房地产 | 1.03% | -0.03% | +8.25% | |
| 22 | PFG | Principal Financial Group | 股票-金融 | 1.02% | +0.02% | -0.80% | |
| 23 | MAIN | Main Street Capital CORP | 股票-金融 | 1.02% | -0.16% | -0.24% | |
| 24 | PINE | Alpine Income Property Trust | 股票-其他 | 1.01% | +0.09% | +8.02% | |
| 25 | MTB | M & T Bank CORP | 股票-金融 | 1.01% | +0.07% | +0.54% | |
| 26 | CSWC | Capital Southwest CORP | 股票-其他 | 0.99% | +0.04% | +17.07% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 0.98% | -0.23% | -1.03% | |
| 28 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.98% | +0.02% | -5.05% | |
| 29 | NHI | Natl Health Investors Inc | 股票-其他 | 0.97% | -0.10% | +6.48% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.97% | +0.10% | -8.27% | |
| 31 | NNN | Nnn Reit Inc | 股票-房地产 | 0.95% | +0.05% | +8.03% | |
| 32 | TTE | TotalEnergies SE | 股票-其他 | 0.94% | -0.26% | — | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.93% | +0.06% | +2.28% | |
| 34 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 0.91% | -0.02% | +11.71% | |
| 35 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.90% | -0.12% | -3.89% | |
| 36 | VICI | Vici Properties Inc | 股票-房地产 | 0.90% | -0.04% | +11.12% | |
| 37 | CFG | Citizens Financial Group | 股票-金融 | 0.88% | +0.07% | -5.59% | |
| 38 | ES | Eversource Energy | 股票-公用事业 | 0.86% | -0.03% | -4.72% | |
| 39 | PRGO | Perrigo Company plc | 股票-医疗保健 | 0.81% | -0.09% | +58.60% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.81% | +0.02% | -4.85% | |
| 41 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.80% | -0.91% | +17.45% | |
| 42 | SBRA | Sabra Health Care Reit Inc | 股票-房地产 | 0.79% | -0.01% | +20.47% | |
| 43 | SON | Sonoco Products Co | 股票-周期性消费 | 0.76% | -0.05% | -4.08% | |
| 44 | RWAY | Runway Growth Finance CORP | 股票-其他 | 0.74% | -0.11% | +18.57% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.74% | -0.27% | -22.98% | |
| 46 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | +0.09% | +1.67% | |
| 47 | TRIN | Trinity Capital Inc | 股票-其他 | 0.72% | +0.19% | +58959.25% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.16% | +31.75% | |
| 49 | SMG | Scotts Miracle-gro Co | 股票-原材料 | 0.70% | +0.02% | +46.63% | |
| 50 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.01% | +41.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TRIN | Trinity Capital Inc | +0.7% | +58959.25% | 加仓 |
| 2 | SWK | Stanley Black & Decker Inc | +0.5% | +13159.78% | 加仓 |
| 3 | OMC | Omnicom Group | +0.4% | +58.51% | 加仓 |
| 4 | FNF | Fidelity National Financial | +0.4% | +342784.09% | 加仓 |
| 5 | SW | Smurfit Westrock Plc | +0.3% | +79790.63% | 加仓 |
| 6 | GEN | Gen Digital Inc | +0.2% | +38275.35% | 加仓 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +67.24% | 加仓 |
| 8 | SMG | Scotts Miracle-gro Co | +0.2% | +46.63% | 加仓 |
| 9 | HRB | H&r Block Inc | +0.2% | +1999.70% | 加仓 |
| 10 | PINE | Alpine Income Property Trust | +0.2% | +8.02% | 加仓 |
| 11 | MTCH | Match Group Inc | +0.2% | NEW | 新建仓 |
| 12 | CSWC | Capital Southwest CORP | +0.2% | +17.07% | 加仓 |
| 13 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +70.75% | 加仓 |
| 14 | CAG | Conagra Brands Inc | +0.2% | +153.39% | 加仓 |
| 15 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +67.74% | 加仓 |
| 16 | VTWG | Vanguard Russell 2000 Growth | +0.2% | +61.53% | 加仓 |
| 17 | VTRS | Viatris Inc | +0.2% | +47.35% | 加仓 |
| 18 | PFLT | Pennantpark Floating Rate Ca | +0.1% | +12.41% | 加仓 |
| 19 | QGRW | Wisdomtree US Quality Growth | +0.1% | +62.79% | 加仓 |
| 20 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +72.66% | 加仓 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +66.87% | 加仓 |
| 22 | HRL | Hormel Foods CORP | +0.1% | +38341.80% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.67% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +9.54% | 加仓 |
| 25 | BXSL | Blackstone Secured Lending F | +0.1% | +15.45% | 加仓 |
| 26 | SBRA | Sabra Health Care Reit Inc | +0.1% | +20.47% | 加仓 |
| 27 | GEF-B | Greif Inc-cl B | +0.1% | -10.48% | 减仓 |
| 28 | NVDA | Nvidia CORP | +0.1% | +31.75% | 加仓 |
| 29 | MSFT | Microsoft CORP | +0.1% | +41.43% | 加仓 |
| 30 | CTRE | Caretrust Reit Inc | 0% | +6.42% | 加仓 |
| 31 | ARCC | Ares Capital CORP | — | +5.60% | 加仓 |
| 32 | OBDC | Blue Owl Capital CORP | 0% | +11.42% | 加仓 |
| 33 | TSLX | Sixth Street Specialty Lendi | -0.1% | +4.53% | 加仓 |
| 34 | GBDC | Golub Capital Bdc Inc | -0.1% | +6.63% | 加仓 |
| 35 | HTGC | Hercules Capital Inc | -0.2% | -1.80% | 减仓 |
| 36 | SDA | Sealed Air CORP | -0.2% | -98.16% | 减仓 |
| 37 | WHF | Whitehorse Finance Inc | -0.3% | -91.03% | 减仓 |
| 38 | NFLX | Netflix Inc | -0.3% | +224.88% | 加仓 |
| 39 | ABBV | Abbvie Inc | -0.4% | -8.27% | 减仓 |
| 40 | DOW | Dow Inc | -0.4% | -96.89% | 减仓 |
| 41 | VLO | Valero Energy CORP | -0.4% | -48.48% | 减仓 |
| 42 | WDC | Western Digital CORP | -0.5% | -98.55% | 减仓 |
| 43 | T | At&t Inc | -0.5% | -22.98% | 减仓 |
| 44 | LYB | LyondellBasell Industries N.V. | -0.8% | -97.16% | 减仓 |
| 45 | TTE | TotalEnergies SE | — | NEW | 新建仓 |
| 46 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 清仓 |
| 47 | AMCR | Amcor plc | — | EXIT | 清仓 |
| 48 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清仓 |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | 新建仓 |
| 50 | AVA | Avista CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Sound Income Strategies, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$22.3亿，共申报了 2516 个公开持股仓位。
在 Q4 2025 季度，Sound Income Strategies, LLC 按市值排列的前三大核心持股分别为：TSLX (2.6%)、ARCC (2.6%)、HTGC (2.4%)。其中最大持股仓位 TSLX 占据整体投资组合约 2.6% 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
TTE
市值: US$1982.0万
本季最大获利了结 / 清仓标的
TTEN
前期市值: US$1757.8万
在 Q4 2025 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 10 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 TTE。 本季清仓仓位包含 TTEN。
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。