Sowell Financial Services LLC
NORTH LITTLE ROCK AR · SEC CIK 0001633697
$27.04亿2026Q1 申报市值
1,123持仓数
21.2%前十大占比 · 第一大 4.0%
80 / 62新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AGGH 新建仓+$2,439.29万
IWS 加仓+$618.53万
APD 加仓+$526.44万
FLDR 加仓+$453.94万
FTGC 重新持有+$338.06万
2026Q1 卖出最多 按季末市值估算
BOND 减仓-$2,400.03万
IWP 减仓-$747.35万
DYNF 减仓-$720.21万
PHYS 减仓-$633.75万
SLV 减仓-$602.35万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $189.98万 | 0.07% | 2,608 | -113 | -4.2% | -$8.23万 | 减仓 |
| BOXX | EA SERIES TRUST | $193.90万 | 0.07% | 16,673 | -830 | -4.7% | -$9.65万 | 减仓 |
| PSX | PHILLIPS 66 | $194.08万 | 0.07% | 10,653 | -608 | -5.4% | -$11.08万 | 减仓 |
| CI | THE CIGNA GROUP | $194.41万 | 0.07% | 7,288 | 1,318 | 22.1% | $35.16万 | 加仓 |
| TJX | TJX COS INC NEW | $194.70万 | 0.07% | 12,192 | 3,668 | 43.0% | $58.58万 | 加仓 |
| NKE | NIKE INC | $194.91万 | 0.07% | 36,901 | -1,284 | -3.4% | -$6.78万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $195.35万 | 0.07% | 8,992 | -282 | -3.0% | -$6.13万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $196.93万 | 0.07% | 36,101 | -21,803 | -37.7% | -$118.94万 | 减仓 |
| ITA | ISHARES TR | $197.12万 | 0.07% | 9,011 | 732 | 8.8% | $16.01万 | 加仓 |
| MBB | ISHARES TR | $197.12万 | 0.07% | 20,761 | 1,405 | 7.3% | $13.34万 | 加仓 |
| QYLD | GLOBAL X FDS | $198.08万 | 0.07% | 115,496 | 333 | 0.3% | $5,711 | 加仓 |
| CDE | COEUR MNG INC | $198.23万 | 0.07% | 105,608 | 49,562 | 88.4% | $93.03万 | 加仓 |
| KEN | KENON HLDGS LTD | $199.33万 | 0.07% | 24,202 | -6,874 | -22.1% | -$56.61万 | 减仓 |
| QQQI | NEOS ETF TRUST | $200.71万 | 0.07% | 40,393 | 3,974 | 10.9% | $19.75万 | 加仓 |
| WY | WEYERHAEUSER CO | $201.32万 | 0.07% | 82,406 | 2,849 | 3.6% | $6.96万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $201.61万 | 0.07% | 40,836 | 7,756 | 23.4% | $38.29万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $201.87万 | 0.07% | 6,172 | 1,782 | 40.6% | $58.28万 | 加仓 |
| IJJ | ISHARES TR | $202.32万 | 0.07% | 15,270 | -65 | -0.4% | -$8,612 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $202.64万 | 0.07% | 50,903 | 7,027 | 16.0% | $27.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $203.36万 | 0.08% | 14,591 | 218 | 1.5% | $3.04万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $204.99万 | 0.08% | 8,759 | -481 | -5.2% | -$11.26万 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $207.88万 | 0.08% | 220,679 | 84,294 | 61.8% | $79.40万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $207.96万 | 0.08% | 18,759 | 1,459 | 8.4% | $16.17万 | 加仓 |
| AGNC | AGNC INVT CORP | $208.52万 | 0.08% | 207,894 | 57,759 | 38.5% | $57.93万 | 加仓 |
| IYW | ISHARES TR | $208.91万 | 0.08% | 11,515 | -7,679 | -40.0% | -$139.31万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $209.00万 | 0.08% | 25,494 | 433 | 1.7% | $3.55万 | 加仓 |
| DAL | DELTA AIR LINES INC | $213.72万 | 0.08% | 32,148 | -3,570 | -10.0% | -$23.73万 | 减仓 |
| JNK | SPDR SERIES TRUST | $214.05万 | 0.08% | 22,362 | 2,009 | 9.9% | $19.23万 | 加仓 |
| — | WISDOMTREE TR | $214.16万 | 0.08% | 39,874 | 39,874 | — | $214.16万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $214.24万 | 0.08% | 4,647 | 77 | 1.7% | $3.55万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $214.86万 | 0.08% | 5,503 | 221 | 4.2% | $8.63万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $214.89万 | 0.08% | 4,372 | 201 | 4.8% | $9.88万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $215.52万 | 0.08% | 39,812 | 2,009 | 5.3% | $10.88万 | 加仓 |
| JBL | JABIL INC | $220.80万 | 0.08% | 8,312 | -871 | -9.5% | -$23.14万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $221.32万 | 0.08% | 50,004 | -13,261 | -21.0% | -$58.69万 | 减仓 |
| IGV | ISHARES TR | $221.37万 | 0.08% | 27,654 | -2,317 | -7.7% | -$18.55万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $222.20万 | 0.08% | 46,243 | 2,412 | 5.5% | $11.59万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $222.80万 | 0.08% | 45,600 | 5,136 | 12.7% | $25.09万 | 加仓 |
| VGT | VANGUARD WORLD FD | $225.05万 | 0.08% | 3,226 | 1,357 | 72.6% | $94.67万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $225.26万 | 0.08% | 17,741 | -350 | -1.9% | -$4.44万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $227.02万 | 0.08% | 22,919 | 4,676 | 25.6% | $46.32万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $227.32万 | 0.08% | 11,596 | 661 | 6.0% | $12.96万 | 加仓 |
| HYG | ISHARES TR | $228.90万 | 0.08% | 28,771 | 352 | 1.2% | $2.80万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $229.43万 | 0.08% | 12,576 | -386 | -3.0% | -$7.04万 | 减仓 |
| KHC | KRAFT HEINZ CO | $231.21万 | 0.09% | 102,806 | -38,956 | -27.5% | -$87.61万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $231.46万 | 0.09% | 21,239 | 1,341 | 6.7% | $14.61万 | 加仓 |
| CB | CHUBB LTD SWITZ | $231.64万 | 0.09% | 7,107 | 5,404 | 317.3% | $176.13万 | 加仓 |
| SO | SOUTHERN CO | $231.93万 | 0.09% | 24,029 | 1,961 | 8.9% | $18.93万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $233.20万 | 0.09% | 33,144 | 3,013 | 10.0% | $21.20万 | 加仓 |
| CWB | SPDR SERIES TRUST | $236.15万 | 0.09% | 25,804 | -1,227 | -4.5% | -$11.23万 | 减仓 |
| NEM | NEWMONT CORP | $236.82万 | 0.09% | 21,878 | -10,934 | -33.3% | -$118.36万 | 减仓 |
| ORCL | ORACLE CORP | $238.03万 | 0.09% | 16,181 | 1,620 | 11.1% | $23.83万 | 加仓 |
| CLX | CLOROX CO DEL | $238.31万 | 0.09% | 22,996 | 1,762 | 8.3% | $18.26万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $238.84万 | 0.09% | 91,335 | 11,567 | 14.5% | $30.25万 | 加仓 |
| TPR | TAPESTRY INC | $240.11万 | 0.09% | 17,016 | -5,200 | -23.4% | -$73.38万 | 减仓 |
| MCK | MCKESSON CORP | $242.00万 | 0.09% | 2,797 | -385 | -12.1% | -$33.31万 | 减仓 |
| FDX | FEDEX CORP | $243.58万 | 0.09% | 6,839 | -283 | -4.0% | -$10.08万 | 减仓 |
| EFV | ISHARES TR | $243.80万 | 0.09% | 32,791 | -4,718 | -12.6% | -$35.08万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $244.37万 | 0.09% | 46,239 | -2,251 | -4.6% | -$11.90万 | 减仓 |
| — | HONEYWELL INTL INC | $244.62万 | 0.09% | 10,822 | -299 | -2.7% | -$6.76万 | 减仓 |
| USFR | WISDOMTREE TR | $244.65万 | 0.09% | 48,600 | -307 | -0.6% | -$1.55万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $246.58万 | 0.09% | 9,103 | 484 | 5.6% | $13.11万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $248.29万 | 0.09% | 44,947 | 7,340 | 19.5% | $40.55万 | 加仓 |
| IGSB | ISHARES TR | $250.69万 | 0.09% | 47,696 | 3,648 | 8.3% | $19.17万 | 加仓 |
| IBDV | ISHARES TR | $251.89万 | 0.09% | 115,070 | 31,645 | 37.9% | $69.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $252.07万 | 0.09% | 15,723 | 2,523 | 19.1% | $40.45万 | 加仓 |
| HDV | ISHARES TR | $253.51万 | 0.09% | 18,679 | -510 | -2.7% | -$6.92万 | 减仓 |
| PAVE | GLOBAL X FDS | $254.99万 | 0.09% | 50,184 | 29,447 | 142.0% | $149.62万 | 加仓 |
| SCZ | ISHARES TR | $255.03万 | 0.09% | 32,525 | 249 | 0.8% | $1.95万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $255.29万 | 0.09% | 87,760 | 20,781 | 31.0% | $60.45万 | 加仓 |
| VLO | VALERO ENERGY CORP | $256.06万 | 0.09% | 10,363 | -1,399 | -11.9% | -$34.57万 | 减仓 |
| DVY | ISHARES TR | $256.25万 | 0.09% | 16,925 | -13 | -0.1% | -$1,968 | 减仓 |
| HSBC | HSBC HLDGS PLC | $257.85万 | 0.10% | 31,258 | -351 | -1.1% | -$2.90万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $259.72万 | 0.10% | 13,533 | -472 | -3.4% | -$9.06万 | 减仓 |
| CVS | CVS HEALTH CORP | $259.74万 | 0.10% | 36,166 | 422 | 1.2% | $3.03万 | 加仓 |
| MKL | MARKEL GROUP INC | $261.66万 | 0.10% | 1,367 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC | $261.68万 | 0.10% | 76,605 | 5,954 | 8.4% | $20.34万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $263.24万 | 0.10% | 50,188 | 3,323 | 7.1% | $17.43万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $264.02万 | 0.10% | 19,087 | 597 | 3.2% | $8.26万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $264.03万 | 0.10% | 33,308 | 2,293 | 7.4% | $18.18万 | 加仓 |
| SSO | PROSHARES TR | $267.11万 | 0.10% | 51,485 | -48,234 | -48.4% | -$250.24万 | 减仓 |
| ETR | ENTERGY CORP NEW | $268.03万 | 0.10% | 23,854 | 617 | 2.7% | $6.93万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $268.92万 | 0.10% | 28,953 | -299 | -1.0% | -$2.78万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $271.12万 | 0.10% | 49,019 | -219 | -0.4% | -$1.21万 | 减仓 |
| PLD | PROLOGIS INC. | $271.77万 | 0.10% | 20,560 | -1,344 | -6.1% | -$17.77万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $272.43万 | 0.10% | 103,586 | 16,559 | 19.0% | $43.55万 | 加仓 |
| BIL | SPDR SERIES TRUST | $272.44万 | 0.10% | 29,730 | 5,878 | 24.6% | $53.87万 | 加仓 |
| O | REALTY INCOME CORP | $272.63万 | 0.10% | 44,563 | 1,055 | 2.4% | $6.45万 | 加仓 |
| QLD | PROSHARES TR | $276.11万 | 0.10% | 45,263 | -1,600 | -3.4% | -$9.76万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $279.11万 | 0.10% | 92,666 | -664 | -0.7% | -$2.00万 | 减仓 |
| COP | CONOCOPHILLIPS | $284.73万 | 0.11% | 21,570 | 1,428 | 7.1% | $18.85万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $288.25万 | 0.11% | 62,936 | 11,764 | 23.0% | $53.88万 | 加仓 |
| GIS | GENERAL MILLS INC | $289.17万 | 0.11% | 77,693 | 5,463 | 7.6% | $20.33万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $289.40万 | 0.11% | 40,414 | -429 | -1.1% | -$3.07万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $291.69万 | 0.11% | 48,983 | 7,113 | 17.0% | $42.36万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $292.78万 | 0.11% | 95,311 | 95,311 | — | $292.78万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $293.63万 | 0.11% | 77,599 | -869 | -1.1% | -$3.29万 | 减仓 |
| ALL | ALLSTATE CORP | $296.16万 | 0.11% | 14,284 | -283 | -1.9% | -$5.87万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $299.15万 | 0.11% | 13,851 | -1,764 | -11.3% | -$38.10万 | 减仓 |
| IMCB | ISHARES TR | $300.22万 | 0.11% | 35,985 | -1,906 | -5.0% | -$15.90万 | 减仓 |