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 |
|---|---|---|---|---|---|---|---|---|
| FTI | TECHNIPFMC PLC | $301.08万 | 0.11% | 43,553 | -8,068 | -15.6% | -$55.77万 | 减仓 |
| IWR | ISHARES TR | $301.80万 | 0.11% | 31,039 | -700 | -2.2% | -$6.81万 | 减仓 |
| LOW | LOWES COS INC | $302.71万 | 0.11% | 12,812 | 630 | 5.2% | $14.89万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $303.95万 | 0.11% | 14,384 | -810 | -5.3% | -$17.12万 | 减仓 |
| SGOL | ETFS GOLD TR | $305.33万 | 0.11% | 68,430 | 1,624 | 2.4% | $7.25万 | 加仓 |
| HSY | HERSHEY CO | $305.65万 | 0.11% | 14,702 | 640 | 4.6% | $13.31万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $308.12万 | 0.11% | 63,766 | 1,725 | 2.8% | $8.34万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $312.54万 | 0.12% | 68,510 | 1,005 | 1.5% | $4.58万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $314.60万 | 0.12% | 139,885 | -9,853 | -6.6% | -$22.16万 | 减仓 |
| MGK | VANGUARD WORLD FD | $314.99万 | 0.12% | 8,573 | 285 | 3.4% | $10.47万 | 加仓 |
| GLD | SPDR GOLD TR | $316.14万 | 0.12% | 7,347 | -1,530 | -17.2% | -$65.84万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $316.57万 | 0.12% | 123,564 | 16,295 | 15.2% | $41.75万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $320.38万 | 0.12% | 70,182 | 8,355 | 13.5% | $38.14万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $320.98万 | 0.12% | 7,558 | 289 | 4.0% | $12.27万 | 加仓 |
| IGM | ISHARES TR | $322.68万 | 0.12% | 27,228 | -371 | -1.3% | -$4.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $326.83万 | 0.12% | 51,003 | 981 | 2.0% | $6.29万 | 加仓 |
| SPYI | NEOS ETF TRUST | $329.97万 | 0.12% | 66,837 | 10,336 | 18.3% | $51.03万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $334.09万 | 0.12% | 12,141 | -189 | -1.5% | -$5.20万 | 减仓 |
| FLOT | ISHARES TR | $334.90万 | 0.12% | 65,731 | 548 | 0.8% | $2.79万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $335.00万 | 0.12% | 106,350 | 16,181 | 17.9% | $50.97万 | 加仓 |
| IJH | ISHARES TR | $335.83万 | 0.12% | 49,731 | -2,663 | -5.1% | -$17.98万 | 减仓 |
| EEMS | ISHARES INC | $336.36万 | 0.12% | 48,620 | -240 | -0.5% | -$1.66万 | 减仓 |
| TPLC | TIMOTHY PLAN | $340.10万 | 0.13% | 73,233 | 9,187 | 14.3% | $42.66万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $341.36万 | 0.13% | 34,071 | 2,447 | 7.7% | $24.52万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $343.44万 | 0.13% | 172,411 | 25,158 | 17.1% | $50.11万 | 加仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $344.82万 | 0.13% | 207,722 | 5 | 0.0% | $83 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $348.00万 | 0.13% | 107,308 | -7,551 | -6.6% | -$24.49万 | 减仓 |
| DOW | DOW HLDGS INC | $348.17万 | 0.13% | 83,595 | 1,492 | 1.8% | $6.21万 | 加仓 |
| MET | METLIFE INC | $349.52万 | 0.13% | 49,423 | -386 | -0.8% | -$2.73万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $349.93万 | 0.13% | 5,674 | 343 | 6.4% | $21.15万 | 加仓 |
| MTUM | ISHARES TR | $350.01万 | 0.13% | 14,584 | 764 | 5.5% | $18.34万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $351.12万 | 0.13% | 60,559 | 17,548 | 40.8% | $101.74万 | 加仓 |
| FE | FIRSTENERGY CORP | $357.04万 | 0.13% | 70,477 | -5,566 | -7.3% | -$28.20万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $357.84万 | 0.13% | 103,570 | 545 | 0.5% | $1.88万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $358.89万 | 0.13% | 70,441 | 198 | 0.3% | $1.01万 | 加仓 |
| GE | GE AEROSPACE | $368.52万 | 0.14% | 12,987 | 6,150 | 90.0% | $174.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $368.68万 | 0.14% | 77,001 | 5,323 | 7.4% | $25.49万 | 加仓 |
| IWO | ISHARES TR | $372.98万 | 0.14% | 11,886 | 3,443 | 40.8% | $108.04万 | 加仓 |
| GEV | GE VERNOVA INC | $381.50万 | 0.14% | 4,371 | 1,644 | 60.3% | $143.49万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $381.85万 | 0.14% | 133,003 | 117,749 | 771.9% | $338.06万 | 重新持有 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $383.72万 | 0.14% | 140,916 | 9,104 | 6.9% | $24.79万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $388.16万 | 0.14% | 55,538 | 31,200 | 128.2% | $218.06万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $388.84万 | 0.14% | 126,330 | -3,297 | -2.5% | -$10.15万 | 减仓 |
| IVE | ISHARES TR | $390.19万 | 0.14% | 18,479 | 960 | 5.5% | $20.27万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $392.58万 | 0.15% | 127,959 | 27,994 | 28.0% | $85.89万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $398.19万 | 0.15% | 6,588 | 1,117 | 20.4% | $67.51万 | 加仓 |
| AMGN | AMGEN INC | $398.45万 | 0.15% | 11,324 | -389 | -3.3% | -$13.69万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $400.23万 | 0.15% | 156,036 | 935 | 0.6% | $2.40万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $401.68万 | 0.15% | 65,569 | -13,709 | -17.3% | -$83.98万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $401.78万 | 0.15% | 24,843 | 87 | 0.4% | $1.41万 | 加仓 |
| KR | KROGER CO | $404.21万 | 0.15% | 55,860 | 4,261 | 8.3% | $30.83万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $405.45万 | 0.15% | 24,703 | 3,196 | 14.9% | $52.46万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $406.08万 | 0.15% | 82,992 | 38,896 | 88.2% | $190.32万 | 加仓 |
| KLAC | KLA CORP | $406.08万 | 0.15% | 2,758 | -1,327 | -32.5% | -$195.38万 | 减仓 |
| AMAT | APPLIED MATLS INC | $407.94万 | 0.15% | 11,935 | -103 | -0.9% | -$3.52万 | 减仓 |
| GOVT | ISHARES TR | $409.25万 | 0.15% | 178,635 | 10,861 | 6.5% | $24.88万 | 加仓 |
| LQD | ISHARES TR | $410.43万 | 0.15% | 37,658 | 1,076 | 2.9% | $11.73万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $414.81万 | 0.15% | 68,394 | 2,289 | 3.5% | $13.88万 | 加仓 |
| TSN | TYSON FOODS INC | $415.20万 | 0.15% | 64,804 | 4,807 | 8.0% | $30.80万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $417.32万 | 0.15% | 13,797 | 1,791 | 14.9% | $54.17万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $421.27万 | 0.16% | 90,391 | 880 | 1.0% | $4.10万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $422.84万 | 0.16% | 19,790 | 426 | 2.2% | $9.10万 | 加仓 |
| BN | BROOKFIELD CORP | $423.31万 | 0.16% | 104,600 | 47,681 | 83.8% | $192.96万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $426.80万 | 0.16% | 56,417 | -14 | -0.0% | -$1,059 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $426.85万 | 0.16% | 32,599 | -955 | -2.8% | -$12.50万 | 减仓 |
| DIS | DISNEY WALT CO | $427.38万 | 0.16% | 44,344 | -4,218 | -8.7% | -$40.65万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $428.77万 | 0.16% | 171,647 | -569 | -0.3% | -$1.42万 | 减仓 |
| QCOM | QUALCOMM INC | $429.60万 | 0.16% | 33,359 | 279 | 0.8% | $3.59万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $429.73万 | 0.16% | 47,966 | 15,191 | 46.3% | $136.10万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $436.64万 | 0.16% | 29,483 | 864 | 3.0% | $12.80万 | 加仓 |
| RTX | RTX CORPORATION | $444.88万 | 0.16% | 23,063 | 2,469 | 12.0% | $47.63万 | 加仓 |
| WWD | WOODWARD INC | $446.68万 | 0.17% | 12,480 | -10 | -0.1% | -$3,579 | 减仓 |
| IBDU | ISHARES TR | $449.47万 | 0.17% | 193,237 | 6,043 | 3.2% | $14.06万 | 加仓 |
| IBDS | ISHARES TR | $451.00万 | 0.17% | 186,057 | 2,904 | 1.6% | $7.04万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $457.92万 | 0.17% | 80,791 | 10,185 | 14.4% | $57.73万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $458.00万 | 0.17% | 103,260 | 11,921 | 13.1% | $52.87万 | 加仓 |
| IBDT | ISHARES TR | $459.60万 | 0.17% | 181,445 | 6,790 | 3.9% | $17.20万 | 加仓 |
| — | CHICAGO ATLANTIC BDC INC | $460.87万 | 0.17% | 493,437 | 15,229 | 3.2% | $14.22万 | 加仓 |
| F | FORD MTR CO | $465.61万 | 0.17% | 403,471 | 84,462 | 26.5% | $97.47万 | 加仓 |
| HACK | AMPLIFY ETF TR | $468.40万 | 0.17% | 62,379 | -23,008 | -26.9% | -$172.77万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $471.33万 | 0.17% | 23,169 | 533 | 2.4% | $10.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $485.56万 | 0.18% | 33,119 | -77 | -0.2% | -$1.13万 | 减仓 |
| LEXI | LISTED FDS TR | $490.87万 | 0.18% | 139,300 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $492.54万 | 0.18% | 192,098 | 1,052 | 0.6% | $2.70万 | 加仓 |
| SOXX | ISHARES TR | $502.03万 | 0.19% | 15,275 | -736 | -4.6% | -$24.19万 | 减仓 |
| PFE | PFIZER INC | $502.49万 | 0.19% | 178,950 | -8,220 | -4.4% | -$23.08万 | 减仓 |
| IBDR | ISHARES TR | $513.47万 | 0.19% | 211,829 | 6,638 | 3.2% | $16.09万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $515.92万 | 0.19% | 31,136 | 848 | 2.8% | $14.05万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $519.00万 | 0.19% | 105,124 | -34,008 | -24.4% | -$167.90万 | 减仓 |
| IWV | ISHARES TR | $520.11万 | 0.19% | 14,031 | 487 | 3.6% | $18.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $526.83万 | 0.19% | 15,594 | 5,182 | 49.8% | $175.07万 | 加仓 |
| EEM | ISHARES TR | $529.30万 | 0.20% | 93,202 | 2,412 | 2.7% | $13.70万 | 加仓 |
| IVW | ISHARES TR | $531.05万 | 0.20% | 46,950 | 170 | 0.4% | $1.92万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $535.34万 | 0.20% | 6,328 | 290 | 4.8% | $24.53万 | 加仓 |
| IJT | ISHARES TR | $553.66万 | 0.20% | 38,260 | -1 | -0.0% | -$145 | 减仓 |
| T | AT&T INC | $554.64万 | 0.21% | 191,320 | -36,440 | -16.0% | -$105.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $564.58万 | 0.21% | 39,088 | 2,290 | 6.2% | $33.08万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $569.71万 | 0.21% | 160,347 | 1,993 | 1.3% | $7.08万 | 加仓 |
| MMM | 3M CO | $578.65万 | 0.21% | 39,843 | 922 | 2.4% | $13.39万 | 加仓 |
| APH | AMPHENOL CORP | $587.59万 | 0.22% | 46,505 | -1,546 | -3.2% | -$19.53万 | 减仓 |