Sound Income Strategies, LLC 13F 持仓 · 2026年Q3
Sound Income Strategies 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 478 只证券，申报市值合计 22.42 亿美元。前几大持仓：HTGC（2.79%）、ARCC（2.67%）、OBDC（2.52%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HTGC | HERCULES CAPITAL INC | $62.5M | 2.79% | 3.8M | 增持 |
| 2 | ARCC | ARES CAPITAL CORP | $59.9M | 2.67% | 3.2M | 增持 |
| 3 | OBDC | BLUE OWL CAPITAL CORPORATION | $56.4M | 2.52% | 5.5M | 增持 |
| 4 | TSLX | SIXTH STREET SPECIALTY LENDI | $43.9M | 1.96% | 2.5M | 减持 |
| 5 | FDUS | FIDUS INVT CORP | $41.9M | 1.87% | 2.2M | 增持 |
| 6 | GBDC | GOLUB CAP BDC INC | $41.8M | 1.86% | 3.4M | 减持 |
| 7 | AAPL | APPLE INC | $32.9M | 1.47% | 96,557 | 增持 |
| 8 | SHYG | ISHARES TR | $31.3M | 1.40% | 760,280 | 减持 |
| 9 | HYEM | VANECK ETF TRUST | $29.7M | 1.33% | 1.5M | 减持 |
| 10 | FXED | TIDAL TRUST I | $29.2M | 1.30% | 1.8M | 减持 |
| 11 | VICI | VICI PPTYS INC | $29.2M | 1.30% | 1.3M | 增持 |
| 12 | OMC | OMNICOM GROUP INC | $27.9M | 1.25% | 365,161 | 增持 |
| 13 | SEIX | VIRTUS ETF TR II | $27.6M | 1.23% | 1.2M | 新建仓 |
| 14 | ABBV | ABBVIE INC | $27.0M | 1.20% | 98,943 | 增持 |
| 15 | EMHY | ISHARES INC | $26.6M | 1.19% | 689,423 | 减持 |
| 16 | GEFB | GREIF INC | $26.5M | 1.18% | 245,887 | 增持 |
| 17 | CSCO | CISCO SYS INC | $26.0M | 1.16% | 226,031 | 增持 |
| 18 | TTE | TOTALENERGIES SE | $25.4M | 1.13% | 295,717 | 增持 |
| 19 | PFG | PRINCIPAL FINANCIAL GROUP IN | $24.2M | 1.08% | 220,590 | 减持 |
| 20 | ACN | ACCENTURE PLC IRELAND | $23.6M | 1.05% | 113,209 | 增持 |
| 21 | PRGO | PERRIGO CO PLC | $23.4M | 1.04% | 1.6M | 增持 |
| 22 | BXSL | BLACKSTONE SECD LENDING FD | $22.9M | 1.02% | 949,195 | 减持 |
| 23 | PFE | PFIZER INC | $22.8M | 1.02% | 819,569 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $22.1M | 0.98% | 95,787 | 减持 |
| 25 | DIVY | TIDAL TRUST I | $21.8M | 0.97% | 738,831 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR