Sowell Financial Services LLC
NORTH LITTLE ROCK AR · SEC CIK 0001633697
$30.60亿2026Q2 申报市值
1,162持仓数
21.5%前十大占比 · 第一大 4.0%
108 / 83新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GCOR 加仓+$542.70万
VTV 加仓+$541.45万
TWO RDS SHARED T 加仓+$514.76万
XLF 加仓+$510.74万
HYGH 新建仓+$473.96万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,818.98万
VUG 减仓-$730.74万
BSCT 减仓-$607.79万
IVV 减仓-$594.77万
JAAA 减仓-$489.47万
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 |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | $270.23万 | 0.09% | 25,063 | -741 | -2.9% | -$7.99万 | 减仓 |
| USHY | ISHARES TR | $271.12万 | 0.09% | 73,237 | 26,731 | 57.5% | $98.96万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $272.18万 | 0.09% | 23,208 | 1,969 | 9.3% | $23.09万 | 加仓 |
| PLD | PROLOGIS INC. | $274.14万 | 0.09% | 20,237 | -323 | -1.6% | -$4.38万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $275.77万 | 0.09% | 75,019 | -2,580 | -3.3% | -$9.48万 | 减仓 |
| SGOL | ETFS GOLD TR | $278.69万 | 0.09% | 72,897 | 4,467 | 6.5% | $17.08万 | 加仓 |
| DVY | ISHARES TR | $281.76万 | 0.09% | 18,027 | 1,102 | 6.5% | $17.22万 | 加仓 |
| PAVE | GLOBAL X FDS | $283.93万 | 0.09% | 48,189 | -1,995 | -4.0% | -$11.75万 | 减仓 |
| KRE | SPDR SERIES TRUST | $283.98万 | 0.09% | 37,940 | 32,028 | 541.7% | $239.73万 | 加仓 |
| SCZ | ISHARES TR | $283.99万 | 0.09% | 34,519 | 1,994 | 6.1% | $16.40万 | 加仓 |
| LOW | LOWES COS INC | $284.05万 | 0.09% | 12,883 | 71 | 0.6% | $1.57万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $285.19万 | 0.09% | 53,213 | 3,025 | 6.0% | $16.21万 | 加仓 |
| FTI | TECHNIPFMC PLC | $286.78万 | 0.09% | 43,254 | -299 | -0.7% | -$1.98万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $286.79万 | 0.09% | 13,479 | -54 | -0.4% | -$1.15万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $287.29万 | 0.09% | 18,001 | 260 | 1.5% | $4.15万 | 加仓 |
| GIS | GENERAL MILLS INC | $287.74万 | 0.09% | 82,682 | 4,989 | 6.4% | $17.36万 | 加仓 |
| IGSB | ISHARES TR | $288.23万 | 0.09% | 54,994 | 7,298 | 15.3% | $38.25万 | 加仓 |
| SSO | PROSHARES TR | $289.94万 | 0.09% | 43,030 | -8,455 | -16.4% | -$56.97万 | 减仓 |
| AGNC | AGNC INVT CORP | $290.97万 | 0.10% | 266,943 | 59,049 | 28.4% | $64.36万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $292.55万 | 0.10% | 133,949 | -5,936 | -4.2% | -$12.96万 | 减仓 |
| IMCB | ISHARES TR | $292.58万 | 0.10% | 30,300 | -5,685 | -15.8% | -$54.89万 | 减仓 |
| ETR | ENTERGY CORP NEW | $292.69万 | 0.10% | 25,483 | 1,629 | 6.8% | $18.71万 | 加仓 |
| HSY | HERSHEY CO | $292.73万 | 0.10% | 16,684 | 1,982 | 13.5% | $34.78万 | 加仓 |
| DAL | DELTA AIR LINES INC | $297.52万 | 0.10% | 31,766 | -382 | -1.2% | -$3.58万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $298.35万 | 0.10% | 9,373 | 270 | 3.0% | $8.59万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $299.26万 | 0.10% | 84,015 | 84,015 | — | $299.26万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $301.22万 | 0.10% | 56,717 | -8,852 | -13.5% | -$47.01万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $301.48万 | 0.10% | 116,223 | 116,223 | — | $301.48万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $302.32万 | 0.10% | 19,262 | 175 | 0.9% | $2.75万 | 加仓 |
| TPR | TAPESTRY INC | $303.52万 | 0.10% | 20,735 | 3,719 | 21.9% | $54.44万 | 加仓 |
| URI | UNITED RENTALS INC | $304.67万 | 0.10% | 2,689 | 81 | 3.1% | $9.18万 | 加仓 |
| VGT | VANGUARD WORLD FD | $306.08万 | 0.10% | 25,609 | -199 | -0.8% | -$2.38万 | 减仓 |
| FEIM | FREQUENCY ELECTRS INC | $306.98万 | 0.10% | 46,267 | -3,737 | -7.5% | -$24.79万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $308.26万 | 0.10% | 90,986 | -1,680 | -1.8% | -$5.69万 | 减仓 |
| KR | KROGER CO | $309.74万 | 0.10% | 55,779 | -81 | -0.1% | -$4,498 | 减仓 |
| SPYI | NEOS ETF TRUST | $309.84万 | 0.10% | 58,361 | -8,476 | -12.7% | -$45.00万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $310.47万 | 0.10% | 32,650 | 1,392 | 4.5% | $13.24万 | 加仓 |
| URA | GLOBAL X FDS | $315.40万 | 0.10% | 72,174 | 63,423 | 724.8% | $277.16万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $316.32万 | 0.10% | 69,536 | 1,026 | 1.5% | $4.67万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $317.21万 | 0.10% | 94,577 | -11,773 | -11.1% | -$39.49万 | 减仓 |
| PSX | PHILLIPS 66 | $328.31万 | 0.11% | 19,421 | 8,768 | 82.3% | $148.22万 | 加仓 |
| FE | FIRSTENERGY CORP | $331.99万 | 0.11% | 69,833 | -644 | -0.9% | -$3.06万 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC | $333.50万 | 0.11% | 80,634 | 4,029 | 5.3% | $16.66万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $334.43万 | 0.11% | 56,703 | 7,720 | 15.8% | $45.53万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $335.57万 | 0.11% | 127,935 | 24,349 | 23.5% | $63.87万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $336.59万 | 0.11% | 131,894 | 8,330 | 6.7% | $21.26万 | 加仓 |
| JBL | JABIL INC | $337.30万 | 0.11% | 8,750 | 438 | 5.3% | $16.88万 | 加仓 |
| MGK | VANGUARD WORLD FD | $337.97万 | 0.11% | 38,445 | -4,420 | -10.3% | -$38.86万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $339.41万 | 0.11% | 153,648 | -18,763 | -10.9% | -$41.45万 | 减仓 |
| ALL | ALLSTATE CORP | $340.60万 | 0.11% | 14,315 | 31 | 0.2% | $7,376 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $341.68万 | 0.11% | 12,372 | -586 | -4.5% | -$16.18万 | 减仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $345.79万 | 0.11% | 204,611 | -3,111 | -1.5% | -$5.26万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $351.99万 | 0.12% | 6,909 | 321 | 4.9% | $16.35万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $359.56万 | 0.12% | 73,604 | 32,768 | 80.2% | $160.07万 | 加仓 |
| QLD | PROSHARES TR | $364.71万 | 0.12% | 37,692 | -7,571 | -16.7% | -$73.26万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $366.24万 | 0.12% | 134,007 | -6,909 | -4.9% | -$18.88万 | 减仓 |
| GVUS | GOLDMAN SACHS ETF TR | $367.15万 | 0.12% | 58,966 | 25,685 | 77.2% | $159.93万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $369.04万 | 0.12% | 71,742 | 1,301 | 1.8% | $6.69万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $369.93万 | 0.12% | 61,933 | 50,765 | 454.6% | $303.22万 | 加仓 |
| EEMS | ISHARES INC | $371.43万 | 0.12% | 48,944 | 324 | 0.7% | $2.46万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $372.14万 | 0.12% | 64,529 | 763 | 1.2% | $4.40万 | 加仓 |
| CVS | CVS HEALTH CORP | $372.23万 | 0.12% | 35,982 | -184 | -0.5% | -$1.90万 | 减仓 |
| IWR | ISHARES TR | $374.15万 | 0.12% | 33,915 | 2,876 | 9.3% | $31.73万 | 加仓 |
| FLOT | ISHARES TR | $377.38万 | 0.12% | 73,923 | 8,192 | 12.5% | $41.82万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $380.38万 | 0.12% | 11,979 | -162 | -1.3% | -$5.14万 | 减仓 |
| TQQQ | PROSHARES TR | $380.74万 | 0.12% | 47,004 | 11,185 | 31.2% | $90.60万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $380.75万 | 0.12% | 38,014 | 3,943 | 11.6% | $39.49万 | 加仓 |
| TSN | TYSON FOODS INC | $381.16万 | 0.12% | 66,578 | 1,774 | 2.7% | $10.16万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $383.22万 | 0.13% | 76,051 | 5,869 | 8.4% | $29.57万 | 加仓 |
| IJH | ISHARES TR | $384.54万 | 0.13% | 49,869 | 138 | 0.3% | $1.06万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $387.21万 | 0.13% | 30,590 | -2,009 | -6.2% | -$25.43万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $388.25万 | 0.13% | 81,308 | 4,307 | 5.6% | $20.57万 | 加仓 |
| AMGN | AMGEN INC | $389.70万 | 0.13% | 10,762 | -562 | -5.0% | -$20.35万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $393.08万 | 0.13% | 68,220 | -174 | -0.3% | -$1.00万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $394.80万 | 0.13% | 127,974 | 1,644 | 1.3% | $5.07万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $395.67万 | 0.13% | 5,626 | -48 | -0.8% | -$3.38万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $399.50万 | 0.13% | 104,966 | -2,342 | -2.2% | -$8.91万 | 减仓 |
| DIS | DISNEY WALT CO | $400.71万 | 0.13% | 41,632 | -2,712 | -6.1% | -$26.10万 | 减仓 |
| MET | METLIFE INC | $401.75万 | 0.13% | 47,483 | -1,940 | -3.9% | -$16.41万 | 减仓 |
| ITA | ISHARES TR | $403.00万 | 0.13% | 16,624 | 7,613 | 84.5% | $184.56万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $408.85万 | 0.13% | 22,073 | -2,770 | -11.2% | -$51.31万 | 减仓 |
| SLV | ISHARES SILVER TR | $415.72万 | 0.14% | 77,748 | -70,208 | -47.5% | -$375.40万 | 减仓 |
| GOVT | ISHARES TR | $417.17万 | 0.14% | 183,128 | 4,493 | 2.5% | $10.24万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $417.44万 | 0.14% | 158,003 | 1,967 | 1.3% | $5.20万 | 加仓 |
| T | AT&T INC | $418.14万 | 0.14% | 202,002 | 10,682 | 5.6% | $22.11万 | 加仓 |
| O | REALTY INCOME CORP | $423.12万 | 0.14% | 68,290 | 23,727 | 53.2% | $147.01万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $423.34万 | 0.14% | 104,168 | 598 | 0.6% | $2.43万 | 加仓 |
| IVE | ISHARES TR | $428.28万 | 0.14% | 18,862 | 383 | 2.1% | $8.70万 | 加仓 |
| LQD | ISHARES TR | $429.06万 | 0.14% | 39,338 | 1,680 | 4.5% | $18.32万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $429.48万 | 0.14% | 5,628 | 125 | 2.3% | $9.54万 | 加仓 |
| TPLC | TIMOTHY PLAN | $429.90万 | 0.14% | 85,383 | 12,150 | 16.6% | $61.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $430.26万 | 0.14% | 60,387 | 9,384 | 18.4% | $66.86万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $430.51万 | 0.14% | 56,886 | 469 | 0.8% | $3.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $433.89万 | 0.14% | 27,456 | -2,027 | -6.9% | -$32.03万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $433.98万 | 0.14% | 91,654 | 1,263 | 1.4% | $5.98万 | 加仓 |
| IGM | ISHARES TR | $440.69万 | 0.14% | 26,940 | -288 | -1.1% | -$4.71万 | 减仓 |
| RTX | RTX CORPORATION | $441.73万 | 0.14% | 23,282 | 219 | 0.9% | $4.16万 | 加仓 |
| IBDU | ISHARES TR | $447.36万 | 0.15% | 193,159 | -78 | -0.0% | -$1,806 | 减仓 |
| PFE | PFIZER INC | $447.42万 | 0.15% | 185,807 | 6,857 | 3.8% | $16.51万 | 加仓 |
| IBDS | ISHARES TR | $450.59万 | 0.15% | 186,041 | -16 | -0.0% | -$388 | 减仓 |