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
1609 檔
11.7%
Q2 2025 季度申報顯示，Sound Income Strategies, LLC 揭露的美股組合總市值為 US$22.3億，涵蓋 1609 個不同之權益投資部位。
觀察 Q2 2025 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 36 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 TSLX, ARCC, HTGC）貢獻了組合市值的 11.7%，形成該機構在 Q2 2025 季度的基本面基石。
僅顯示前 200 大持股（共 1609 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 | 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-投資等級公司債 | 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-通訊服務 | 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-醫療保健 | 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-醫療保健 | 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-房地產 | 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-房地產 | 1.06% | -0.04% | +6.69% | |
| 28 | O | Realty Income CORP | 股票-房地產 | 1.04% | -0.03% | +6.55% | |
| 29 | ES | Eversource Energy | 股票-公用事業 | 1.03% | -0.03% | +6.46% | |
| 30 | NNN | Nnn Reit Inc | 股票-房地產 | 1.03% | +0.05% | +8.19% | |
| 31 | OMC | Omnicom Group | 股票-通訊服務 | 1.01% | -0.12% | +4.90% | |
| 32 | CTRE | Caretrust Reit Inc | 股票-房地產 | 1.00% | +0.03% | +9.16% | |
| 33 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.98% | — | +5.40% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.95% | -0.12% | +7.26% | |
| 35 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 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-公用事業 | 0.90% | — | +6.04% | |
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 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-循環性消費 | 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-醫療保健 | 0.81% | -0.09% | +6.20% | |
| 44 | APLE | Apple Hospitality Reit Inc | 股票-房地產 | 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-循環性消費 | 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-循環性消費 | 0.70% | +0.06% | -0.07% | |
| 50 | VLO | Valero Energy CORP | 股票-能源 | 0.67% | -0.01% | -11.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SMG | Scotts Miracle-gro Co | +0.6% | +219313.51% | 加碼 |
| 2 | PFS | Provident Financial Services | +0.6% | NEW | 新建倉 |
| 3 | C | Citigroup Inc | +0.4% | +5.65% | 加碼 |
| 4 | CFG | Citizens Financial Group | +0.3% | +50.65% | 加碼 |
| 5 | AMCR | Amcor plc | +0.3% | +54855.68% | 加碼 |
| 6 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | +0.3% | +83.38% | 加碼 |
| 7 | PGHY | Invesco Global Ex US High Yi | +0.3% | +85.82% | 加碼 |
| 8 | CG | Carlyle Group Inc/the | +0.3% | NEW | 新建倉 |
| 9 | GEF-B | Greif Inc-cl B | +0.3% | +6.59% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +5.79% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.2% | +9.95% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.2% | +6.53% | 加碼 |
| 13 | TSLX | Sixth Street Specialty Lendi | +0.2% | +1.91% | 加碼 |
| 14 | BEN | Franklin Resources Inc | +0.2% | +5.22% | 加碼 |
| 15 | HAS | Hasbro Inc | +0.1% | +5.43% | 加碼 |
| 16 | CTRE | Caretrust Reit Inc | +0.1% | +9.16% | 加碼 |
| 17 | WDC | Western Digital CORP | +0.1% | +5.41% | 加碼 |
| 18 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +180.14% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.1% | -6.01% | 減碼 |
| 20 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +182.54% | 加碼 |
| 21 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +191.27% | 加碼 |
| 22 | VTWG | Vanguard Russell 2000 Growth | +0.1% | +191.55% | 加碼 |
| 23 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +298.32% | 加碼 |
| 24 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | +0.1% | +273.98% | 加碼 |
| 25 | NSA | National Storage Affiliates | +0.1% | +62.75% | 加碼 |
| 26 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +286.46% | 加碼 |
| 27 | ENB | Enbridge Inc | +0.1% | +5.97% | 加碼 |
| 28 | OKE | Oneok Inc | +0.1% | +42.27% | 加碼 |
| 29 | UPS | United Parcel Service-cl B | +0.1% | +24.58% | 加碼 |
| 30 | CRBG | Corebridge Financial Inc | +0.1% | +4.48% | 加碼 |
| 31 | HYUP | Xtrs Hi Beta Hi Yield ETF | +0.1% | +271.01% | 加碼 |
| 32 | CSWC | Capital Southwest CORP | +0.1% | +13.99% | 加碼 |
| 33 | T | At&t Inc | +0.1% | +5.80% | 加碼 |
| 34 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | -92.95% | 減碼 |
| 35 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -80.30% | 減碼 |
| 36 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -47.67% | 減碼 |
| 37 | OMC | Omnicom Group | -0.1% | +4.90% | 加碼 |
| 38 | AHRT | Ah Realty Trust Inc | -0.2% | -15.42% | 減碼 |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.2% | -86.23% | 減碼 |
| 40 | JNK | Ss Spdr Bb High Yield Bond | -0.2% | -32.48% | 減碼 |
| 41 | AAPL | Apple Inc | -0.2% | -3.45% | 減碼 |
| 42 | DOW | Dow Inc | -0.2% | +4.99% | 加碼 |
| 43 | LYB | LyondellBasell Industries N.V. | -0.2% | +5.40% | 加碼 |
| 44 | HTGC | Hercules Capital Inc | -0.2% | +1.94% | 加碼 |
| 45 | DNB | Dun & Bradstreet Holdings In | -0.2% | -99.02% | 減碼 |
| 46 | BERYEUR | Berry Global Group Inc | -0.3% | EXIT | 清倉 |
| 47 | HRB | H&r Block Inc | -0.4% | -96.13% | 減碼 |
| 48 | OGN | Organon & Co | -0.6% | -95.49% | 減碼 |
| 49 | CRI | Carter's Inc | -0.6% | -96.89% | 減碼 |
| 50 | ✓ | First Tr Exchng Traded Fd Vi | -1.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Sound Income Strategies, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$22.3億，共申報了 1609 個公開持股部位。
在 Q2 2025 季度，Sound Income Strategies, LLC 按市值排列的前三大核心持股分別為：TSLX (3.3%)、ARCC (3.1%)、HTGC (3.1%)。其中最大持股部位 TSLX 佔據整體投資組合約 3.3% 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
PFS
市值: US$954.8萬
本季最大獲利了結 / 清倉標的
FIRST TR EXCHNG TRADED FD VI
前期市值: US$2454.3萬
在 Q2 2025 季度中，Sound Income Strategies, LLC 共進行了 50 項持倉異動，包含新建倉 2 個部位、加碼 34 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 PFS。 本季清倉部位包含 FIRST TR EXCHNG TRADED FD VI。
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。