13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001730960
申報總市值
US$22.3億
US$22.3億
1409 檔
10.4%
截至 Q3 2024 季度末，Sound Income Strategies, LLC 的美股持倉估值約為 US$22.3億，全數申報部位共有 1409 檔。
觀察 Q3 2024 的申報異動，Sound Income Strategies, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 37 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Sound Income Strategies, LLC 的前 5 大持股（包含 HTGC, ARCC, TSLX）貢獻了組合市值的 10.4%，形成該機構在 Q3 2024 季度的基本面基石。
僅顯示前 200 大持股（共 1409 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 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-投資等級公司債 | 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-通訊服務 | 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-通訊服務 | 1.57% | -0.12% | +5.16% | |
| 16 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 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-醫療保健 | 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-醫療保健 | 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-房地產 | 1.11% | +0.14% | +5.32% | |
| 30 | EIX | Edison International | 股票-公用事業 | 1.04% | — | +3.87% | |
| 31 | O | Realty Income CORP | 股票-房地產 | 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-房地產 | 0.98% | +0.05% | +18.96% | |
| 34 | VICI | Vici Properties Inc | 股票-房地產 | 0.97% | -0.04% | +7.93% | |
| 35 | KVUE | Kenvue Inc | 股票-非循環性消費 | 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-醫療保健 | 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-房地產 | 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-公用事業 | 0.83% | — | EXIT | |
| 43 | CTRE | Caretrust Reit Inc | 股票-房地產 | 0.82% | +0.03% | +13.88% | |
| 44 | PK | Park Hotels & Resorts Inc | 股票-房地產 | 0.80% | — | EXIT | |
| 45 | APLE | Apple Hospitality Reit Inc | 股票-房地產 | 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-醫療保健 | 0.75% | — | +6.85% | |
| 48 | HRB | H&r Block Inc | 股票-循環性消費 | 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-原物料 | 0.73% | -0.01% | +5.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SON | Sonoco Products Co | +0.6% | NEW | 新建倉 |
| 2 | PRGO | Perrigo Company plc | +0.6% | NEW | 新建倉 |
| 3 | QYLD | Global X Nasd 100 Cov Call | +0.5% | +75.75% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.5% | +6.21% | 加碼 |
| 5 | KVUE | Kenvue Inc | +0.4% | +41.77% | 加碼 |
| 6 | T | At&t Inc | +0.3% | +5.34% | 加碼 |
| 7 | OMC | Omnicom Group | +0.3% | +5.16% | 加碼 |
| 8 | BXSL | Blackstone Secured Lending F | +0.3% | +21.98% | 加碼 |
| 9 | ENB | Enbridge Inc | +0.3% | +5.30% | 加碼 |
| 10 | PFLT | Pennantpark Floating Rate Ca | +0.3% | +11.54% | 加碼 |
| 11 | NNN | Nnn Reit Inc | +0.3% | +18.96% | 加碼 |
| 12 | NHI | Natl Health Investors Inc | +0.3% | +10.75% | 加碼 |
| 13 | CTRE | Caretrust Reit Inc | +0.3% | +13.88% | 加碼 |
| 14 | O | Realty Income CORP | +0.3% | +7.69% | 加碼 |
| 15 | MTB | M & T Bank CORP | +0.3% | +5.55% | 加碼 |
| 16 | EIX | Edison International | +0.2% | +3.87% | 加碼 |
| 17 | GEF-B | Greif Inc-cl B | +0.2% | +5.27% | 加碼 |
| 18 | CRBG | Corebridge Financial Inc | +0.2% | +59.48% | 加碼 |
| 19 | VICI | Vici Properties Inc | +0.2% | +7.93% | 加碼 |
| 20 | PINE | Alpine Income Property Trust | +0.2% | +8.26% | 加碼 |
| 21 | ARCC | Ares Capital CORP | +0.2% | +3.70% | 加碼 |
| 22 | ETR | Entergy CORP | +0.2% | +4.27% | 加碼 |
| 23 | PFG | Principal Financial Group | +0.2% | +7.64% | 加碼 |
| 24 | GLPI | Gaming And Leisure Propertie | +0.2% | +9.01% | 加碼 |
| 25 | FXED | Sound Enhanced Fixed Income | +0.2% | +2.54% | 加碼 |
| 26 | MDY | State Street Spdr S&p Midcap | +0.2% | NEW | 新建倉 |
| 27 | SPG | Simon Property Group Inc | +0.2% | +5.32% | 加碼 |
| 28 | IJS | Ishares S&p Small-cap 600 Va | +0.2% | +774.86% | 加碼 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +90.14% | 加碼 |
| 30 | HAS | Hasbro Inc | +0.2% | +4.53% | 加碼 |
| 31 | CSCO | Cisco Systems Inc | +0.2% | +3.30% | 加碼 |
| 32 | AAPL | Apple Inc | +0.2% | +1.45% | 加碼 |
| 33 | EMHY | Ishares J.p. Morgan Em High | +0.2% | -0.14% | 減碼 |
| 34 | TLH | Ishares 10-20 Year Treasury | +0.2% | +10438.50% | 加碼 |
| 35 | ADT | Adt Inc | +0.2% | NEW | 新建倉 |
| 36 | DIVY | Sound Equity Dividend Income | +0.2% | +1.33% | 加碼 |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | +0.2% | +377.81% | 加碼 |
| 38 | APLE | Apple Hospitality Reit Inc | +0.1% | +14.87% | 加碼 |
| 39 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -24.36% | 減碼 |
| 40 | PDCOEUR | Patterson Cos Inc | -0.1% | -7.40% | 減碼 |
| 41 | GM | General Motors Co | -0.1% | -93.85% | 減碼 |
| 42 | ✓ | Acuityads Hldgs Inc | -0.1% | EXIT | 清倉 |
| 43 | USDU | Wisdomtree Bbg Usd Bullish | -0.2% | EXIT | 清倉 |
| 44 | IVE | Ishares S&p 500 Value ETF | -0.2% | -82.04% | 減碼 |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.2% | -99.68% | 減碼 |
| 46 | UL | Unilever PLC | -0.2% | -46.34% | 減碼 |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -55.92% | 減碼 |
| 48 | MSM | Msc Industrial Direct Co-a | -0.5% | -98.28% | 減碼 |
| 49 | CAKE 0.375 06-15-26債券 | Cheesecake Factory (the) | -1.3% | EXIT | 清倉 |
| 50 | ✓ | Irsa Inversiones Y Rep S A | -10.6% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Sound Income Strategies, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$22.3億，共申報了 1409 個公開持股部位。
在 Q3 2024 季度，Sound Income Strategies, LLC 按市值排列的前三大核心持股分別為：HTGC (3.5%)、ARCC (3.0%)、TSLX (2.9%)。其中最大持股部位 HTGC 佔據整體投資組合約 3.5% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SON
市值: US$993.5萬
本季最大獲利了結 / 清倉標的
IRSA INVERSIONES Y REP S A
前期市值: US$1.7億
在 Q3 2024 季度中，Sound Income Strategies, LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 33 個部位、減碼 9 個部位以及清倉 4 個部位。 其中最大新建倉標的為 SON。 本季清倉部位包含 IRSA INVERSIONES Y REP S A。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。