13F 机构持仓

Sound Capital Solutions LLC

NAPLES FL · SEC CIK 0002033735

2026Q22026Q1 更早 9 个季度 🔒
$4.27亿2026Q2 申报市值
309持仓数
29.4%前十大占比 · 第一大 4.5%
0 / 0新建仓 / 清仓
申报市值走势$4.27亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 4.5%
NVDA 4.4%
HPE 4.0%
SNDK 2.8%
PENG 2.7%
FSLR 2.4%
EQT 2.3%
IBRX 2.3%
MU 2.0%
AMD 2.0%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
SPYM State Street SPDR Portfolio S&P 500 ETF $1,921.88万4.50%218,694 —— — —
NVDA NVIDIA Corp $1,884.95万4.41%94,205 —— — —
HPE Hewlett Packard Enterprise Co $1,704.86万3.99%377,935 —— — —
SNDK Sandisk Corp $1,204.17万2.82%5,296 —— — —
PENG Penguin Solutions Inc $1,162.48万2.72%152,938 —— — —
FSLR First Solar Inc $1,012.48万2.37%42,909 —— — —
EQT EQT Corp $1,001.02万2.34%188,268 —— — —
IBRX ImmunityBio Inc $981.27万2.30%1,120,808 —— — —
MU Micron Technology Inc $870.57万2.04%7,542 —— — —
AMD Advanced Micro Devices Inc $843.07万1.97%14,513 —— — —
AVGO Broadcom Inc $821.08万1.92%21,736 —— — —
STX Seagate Technology Holdings PLC $763.89万1.79%7,916 —— — —
PANW Palo Alto Networks Inc $749.56万1.75%21,980 —— — —
WDC Western Digital Corp $727.31万1.70%11,387 —— — —
META Meta Platforms Inc $663.95万1.55%11,787 —— — —
FLNC Fluence Energy Inc $654.08万1.53%329,015 —— — —
UBER Uber Technologies Inc $647.04万1.51%89,668 —— — —
KLAC KLA CORP $626.59万1.47%20,768 —— — —
AMAT Applied Materials Inc $621.78万1.45%8,600 —— — —
SNOW Snowflake Inc $615.69万1.44%24,192 —— — —
LRCX Lam Research Corp $607.10万1.42%14,010 —— — —
TTMI TTM Technologies Inc $594.11万1.39%31,767 —— — —
NOW ServiceNow Inc $584.41万1.37%58,865 —— — —
CDE COEUR MINING INC. $581.33万1.36%356,210 —— — —
USAR USA Rare Earth Inc $539.50万1.26%250,000 —— — —
MTSI MACOM Technology Solutions Holdings Inc $511.90万1.20%13,458 —— — —
TER Teradyne Inc $494.87万1.16%10,228 —— — —
RGLD Royal Gold Inc $468.36万1.10%23,464 —— — —
COHR Coherent Corp $467.33万1.09%11,847 —— — —
SOFI SoFi Technologies Inc $444.92万1.04%248,140 —— — —
ARW Arrow Electronics Inc $430.75万1.01%20,184 —— — —
NEM Newmont Corp $411.16万0.96%44,021 —— — —
LITE Lumentum Holdings Inc $411.01万0.96%4,790 —— — —
APH Amphenol Corp $373.39万0.87%21,177 —— — —
KEYS Keysight Technologies Inc $358.86万0.84%10,251 —— — —
ADI Analog Devices Inc $351.22万0.82%8,843 —— — —
— Qorvo Inc $335.48万0.78%35,969 —— — —
FN Fabrinet $320.72万0.75%5,706 —— — —
AAPL Apple Inc $313.87万0.73%10,847 —— — —
IBM International Business Machines Corp $303.40万0.71%10,789 —— — —
VYX NCR Voyix Corp $290.65万0.68%355,750 —— — —
CSIQ Canadian Solar Inc $279.61万0.65%174,540 —— — —
TEL TE Connectivity PLC $273.50万0.64%13,566 —— — —
MSFT Microsoft Corp $254.74万0.60%6,829 —— — —
MSI Motorola Solutions Inc $251.71万0.59%6,061 —— — —
CLVT Clarivate PLC $220.15万0.52%1,019,212 —— — —
PTC PTC Inc $194.99万0.46%17,163 —— — —
ORKA Oruka Therapeutics Inc $127.49万0.30%13,396 —— — —
VSTS Vestis Corp $117.97万0.28%81,247 —— — —
GO Grocery Outlet Holding Corp $95.86万0.22%96,052 —— — —
NWL NEWELL BRANDS INC $92.48万0.22%150,614 —— — —
SN SharkNinja Inc $86.75万0.20%5,697 —— — —
MGM MGM Resorts International $85.83万0.20%17,953 —— — —
CVS CVS Health Corp $84.03万0.20%8,123 —— — —
BWA BorgWarner Inc $81.86万0.19%12,328 —— — —
DAVE Dave Inc $81.37万0.19%2,184 —— — —
PFGC Performance Food Group Co $80.90万0.19%7,237 —— — —
MBX MBX Biosciences Inc $79.81万0.19%14,458 —— — —
EAT Brinker International Inc $79.58万0.19%4,737 —— — —
AAP Advance Auto Parts Inc $78.94万0.18%12,688 —— — —
CVSA Covista Inc $78.01万0.18%6,258 —— — —
ULCC Frontier Group Holdings Inc $76.49万0.18%96,701 —— — —
ELVN Enliven Therapeutics Inc $76.14万0.18%15,003 —— — —
RL Ralph Lauren Corp $75.75万0.18%1,887 —— — —
CASY Casey's General Stores Inc $75.66万0.18%952 —— — —
KSS Kohl's Corp $74.84万0.18%42,236 —— — —
RH RH $74.00万0.17%4,492 —— — —
MAR Marriott International Inc/MD $73.08万0.17%1,972 —— — —
DUOL Duolingo Inc $72.07万0.17%6,266 —— — —
RLJ RLJ Lodging Trust $71.75万0.17%60,551 —— — —
USFD US Foods Holding Corp $71.75万0.17%7,017 —— — —
ROKU Roku Inc $71.47万0.17%5,174 —— — —
AMZN Amazon.com Inc $71.38万0.17%2,995 —— — —
TOL Toll Brothers Inc $71.24万0.17%4,324 —— — —
BFH Bread Financial Holdings Inc $71.23万0.17%6,574 —— — —
BCAX Bicara Therapeutics Inc $71.00万0.17%23,913 —— — —
BYD Boyd Gaming Corp $70.40万0.16%7,970 —— — —
TDAY USA TODAY Co Inc $69.95万0.16%81,810 —— — —
KOD Kodiak Sciences Inc $69.22万0.16%17,767 —— — —
SIRI Sirius XM Holdings Inc $69.08万0.16%23,385 —— — —
UPBD Upbound Group Inc $68.93万0.16%32,482 —— — —
NOMD Nomad Foods Ltd $67.55万0.16%61,694 —— — —
LNTH Lantheus Holdings Inc $67.53万0.16%6,087 —— — —
PM Philip Morris International Inc $67.37万0.16%3,724 —— — —
ANDE Andersons Inc/The $66.89万0.16%9,808 —— — —
AXSM Axsome Therapeutics Inc $66.60万0.16%2,721 —— — —
PRG PROG Holdings Inc $66.53万0.16%14,273 —— — —
BHVN Biohaven Ltd $66.25万0.15%44,524 —— — —
BURL Burlington Stores Inc $66.18万0.15%2,089 —— — —
CVNA Carvana Co $66.15万0.15%10,050 —— — —
DASH DoorDash Inc $65.77万0.15%3,564 —— — —
AVBP ArriVent Biopharma Inc $65.49万0.15%18,851 —— — —
TPR Tapestry Inc $64.85万0.15%4,430 —— — —
RDDT Reddit Inc $64.80万0.15%3,733 —— — —
SJM J M Smucker Co/The $64.03万0.15%5,692 —— — —
YUM Yum! Brands Inc $63.80万0.15%3,991 —— — —
VOYA Voya Financial Inc $63.47万0.15%7,011 —— — —
KRYS Krystal Biotech Inc $63.37万0.15%1,705 —— — —
GRMN Garmin Ltd $62.31万0.15%2,623 —— — —
DCH Dauch Corp $62.14万0.15%114,651 —— — —