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 |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | $453.56万 | 0.15% | 80,304 | -487 | -0.6% | -$2.75万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $454.58万 | 0.15% | 13,582 | -269 | -1.9% | -$9.00万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $455.94万 | 0.15% | 8,133 | 575 | 7.6% | $32.24万 | 加仓 |
| IBDT | ISHARES TR | $459.85万 | 0.15% | 182,120 | 675 | 0.4% | $1.70万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $471.92万 | 0.15% | 13,952 | 155 | 1.1% | $5.24万 | 加仓 |
| INTC | INTEL CORP | $472.43万 | 0.15% | 33,834 | -6,235 | -15.6% | -$87.06万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $473.96万 | 0.15% | 54,724 | 54,724 | — | $473.96万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $477.41万 | 0.16% | 30,090 | -3,029 | -9.1% | -$48.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $477.96万 | 0.16% | 162,407 | -29,691 | -15.5% | -$87.38万 | 减仓 |
| NFLX | NETFLIX INC. | $482.12万 | 0.16% | 67,523 | -143 | -0.2% | -$1.02万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $486.64万 | 0.16% | 153,465 | 25,506 | 19.9% | $80.88万 | 加仓 |
| GE | GE AEROSPACE | $491.76万 | 0.16% | 13,158 | 171 | 1.3% | $6.39万 | 加仓 |
| — | CHICAGO ATLANTIC BDC INC | $499.62万 | 0.16% | 511,387 | 17,950 | 3.6% | $17.54万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $500.03万 | 0.16% | 199,772 | 28,125 | 16.4% | $70.40万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $503.43万 | 0.16% | 109,656 | 46,720 | 74.2% | $214.49万 | 加仓 |
| IBDR | ISHARES TR | $507.34万 | 0.17% | 209,385 | -2,444 | -1.2% | -$5.92万 | 减仓 |
| BN | BROOKFIELD CORP | $519.64万 | 0.17% | 122,009 | 17,409 | 16.6% | $74.15万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $526.32万 | 0.17% | 154,189 | -76,533 | -33.2% | -$261.25万 | 减仓 |
| WWD | WOODWARD INC | $532.39万 | 0.17% | 12,514 | 34 | 0.3% | $1.45万 | 加仓 |
| VLO | VALERO ENERGY CORP | $532.47万 | 0.17% | 20,445 | 10,082 | 97.3% | $262.58万 | 加仓 |
| PEP | PEPSICO INC | $537.41万 | 0.18% | 39,691 | -2,156 | -5.2% | -$29.19万 | 减仓 |
| QCOM | QUALCOMM INC | $543.43万 | 0.18% | 29,408 | -3,951 | -11.8% | -$73.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $548.35万 | 0.18% | 16,080 | 357 | 2.3% | $12.17万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $549.00万 | 0.18% | 150,908 | 63,148 | 72.0% | $229.73万 | 加仓 |
| — | NORTHERN LTS FD TR IV | $553.64万 | 0.18% | 116,092 | 12,832 | 12.4% | $61.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $559.64万 | 0.18% | 38,164 | -924 | -2.4% | -$13.55万 | 减仓 |
| LEXI | LISTED FDS TR | $566.35万 | 0.19% | 139,300 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $570.69万 | 0.19% | 112,829 | -3,384 | -2.9% | -$17.12万 | 减仓 |
| GEV | GE VERNOVA INC | $573.75万 | 0.19% | 4,884 | 513 | 11.7% | $60.26万 | 加仓 |
| F | FORD MTR CO | $577.36万 | 0.19% | 415,366 | 11,895 | 2.9% | $16.53万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $587.05万 | 0.19% | 33,232 | 2,096 | 6.7% | $37.03万 | 加仓 |
| MTUM | ISHARES TR | $589.31万 | 0.19% | 17,189 | 2,605 | 17.9% | $89.31万 | 加仓 |
| IWV | ISHARES TR | $591.27万 | 0.19% | 13,867 | -164 | -1.2% | -$6.99万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $608.53万 | 0.20% | 163,320 | 2,973 | 1.9% | $11.08万 | 加仓 |
| EEM | ISHARES TR | $608.95万 | 0.20% | 89,015 | -4,187 | -4.5% | -$28.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $628.43万 | 0.21% | 6,214 | -114 | -1.8% | -$11.53万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $628.58万 | 0.21% | 119,139 | 36,147 | 43.6% | $190.71万 | 加仓 |
| TLT | ISHARES TR | $636.00万 | 0.21% | 73,594 | -1,136 | -1.5% | -$9.82万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $639.86万 | 0.21% | 151,589 | 691 | 0.5% | $2.92万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $642.22万 | 0.21% | 21,559 | -1,360 | -5.9% | -$40.51万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $643.46万 | 0.21% | 21,948 | -549 | -2.4% | -$16.10万 | 减仓 |
| HD | HOME DEPOT INC | $646.51万 | 0.21% | 18,331 | -1,544 | -7.8% | -$54.45万 | 减仓 |
| MMM | 3M CO | $663.66万 | 0.22% | 40,990 | 1,147 | 2.9% | $18.57万 | 加仓 |
| HACK | AMPLIFY ETF TR | $666.34万 | 0.22% | 63,504 | 1,125 | 1.8% | $11.80万 | 加仓 |
| MCD | MCDONALDS CORP | $677.69万 | 0.22% | 25,071 | 875 | 3.6% | $23.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $678.46万 | 0.22% | 89,851 | -64,301 | -41.7% | -$485.54万 | 减仓 |
| IVW | ISHARES TR | $679.47万 | 0.22% | 49,405 | 2,455 | 5.2% | $33.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $681.49万 | 0.22% | 153,627 | -3,611 | -2.3% | -$16.02万 | 减仓 |
| AMAT | APPLIED MATLS INC | $690.36万 | 0.23% | 9,549 | -2,386 | -20.0% | -$172.50万 | 减仓 |
| IJT | ISHARES TR | $698.22万 | 0.23% | 39,094 | 834 | 2.2% | $14.90万 | 加仓 |
| KLAC | KLA CORP | $701.70万 | 0.23% | 23,257 | -4,323 | -15.7% | -$130.43万 | 减仓 |
| BA | BOEING CO | $702.38万 | 0.23% | 32,447 | 692 | 2.2% | $14.98万 | 加仓 |
| MO | ALTRIA GROUP INC | $703.76万 | 0.23% | 97,813 | -246 | -0.3% | -$1.77万 | 减仓 |
| IJS | ISHARES TR | $717.39万 | 0.23% | 52,487 | -4,114 | -7.3% | -$56.23万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $722.20万 | 0.24% | 170,572 | 3,567 | 2.1% | $15.10万 | 加仓 |
| ET | ENERGY TRANSFER L P | $723.48万 | 0.24% | 378,389 | 3,646 | 1.0% | $6.97万 | 加仓 |
| GSID | GOLDMAN SACHS ETF TR | $727.76万 | 0.24% | 96,854 | 41,316 | 74.4% | $310.45万 | 加仓 |
| IJR | ISHARES TR | $738.14万 | 0.24% | 49,770 | -2,034 | -3.9% | -$30.17万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $749.62万 | 0.24% | 104,857 | 3,313 | 3.3% | $23.68万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $754.73万 | 0.25% | 102,811 | 94 | 0.1% | $6,901 | 加仓 |
| EFA | ISHARES TR | $755.54万 | 0.25% | 72,732 | 5,421 | 8.1% | $56.31万 | 加仓 |
| GGUS | GOLDMAN SACHS ETF TR | $757.61万 | 0.25% | 111,005 | 50,446 | 83.3% | $344.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $760.22万 | 0.25% | 32,128 | -812 | -2.5% | -$19.21万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $766.07万 | 0.25% | 92,688 | 5,533 | 6.3% | $45.73万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $778.22万 | 0.25% | 761,468 | 49,167 | 6.9% | $50.25万 | 加仓 |
| IWS | ISHARES TR | $779.38万 | 0.25% | 47,350 | -3,166 | -6.3% | -$52.11万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $782.36万 | 0.26% | 43,246 | -1,035 | -2.3% | -$18.72万 | 减仓 |
| APH | AMPHENOL CORP | $797.98万 | 0.26% | 45,258 | -1,247 | -2.7% | -$21.99万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $849.30万 | 0.28% | 79,005 | 1,342 | 1.7% | $14.43万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $850.33万 | 0.28% | 16,278 | -579 | -3.4% | -$30.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $853.59万 | 0.28% | 103,291 | 56 | 0.1% | $4,628 | 加仓 |
| LRCX | LAM RESEARCH CORP | $853.88万 | 0.28% | 19,705 | -85 | -0.4% | -$3.68万 | 减仓 |
| MS | MORGAN STANLEY | $855.32万 | 0.28% | 40,917 | 450 | 1.1% | $9.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $871.48万 | 0.28% | 120,770 | 9,997 | 9.0% | $72.14万 | 加仓 |
| SBUX | STARBUCKS CORP | $883.39万 | 0.29% | 86,446 | -1,407 | -1.6% | -$14.38万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $904.18万 | 0.30% | 77,499 | 816 | 1.1% | $9.52万 | 加仓 |
| LLY | ELI LILLY & CO | $914.04万 | 0.30% | 7,621 | 725 | 10.5% | $86.95万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $917.97万 | 0.30% | 71,823 | 17,313 | 31.8% | $221.28万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $929.09万 | 0.30% | 185,411 | 36,848 | 24.8% | $184.65万 | 加仓 |
| OKE | ONEOK INC NEW | $937.49万 | 0.31% | 107,832 | 685 | 0.6% | $5.96万 | 加仓 |
| IWD | ISHARES TR | $943.42万 | 0.31% | 38,915 | 6,320 | 19.4% | $153.22万 | 加仓 |
| USMV | ISHARES TR | $952.63万 | 0.31% | 98,759 | -4,800 | -4.6% | -$46.30万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $958.43万 | 0.31% | 67,547 | 6,272 | 10.2% | $88.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $961.96万 | 0.31% | 20,143 | 74 | 0.4% | $3.53万 | 加仓 |
| MRK | MERCK & CO INC | $963.95万 | 0.31% | 75,015 | 466 | 0.6% | $5.99万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $966.51万 | 0.32% | 93,745 | 45,779 | 95.4% | $471.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $978.93万 | 0.32% | 26,455 | 2,756 | 11.6% | $101.98万 | 加仓 |
| EQIN | COLUMBIA ETF TR I | $988.89万 | 0.32% | 192,761 | 3,178 | 1.7% | $16.30万 | 加仓 |
| SOXX | ISHARES TR | $991.32万 | 0.32% | 15,471 | 196 | 1.3% | $12.56万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,002.87万 | 0.33% | 124,472 | 5,160 | 4.3% | $41.57万 | 加仓 |
| IWM | ISHARES TR | $1,028.67万 | 0.34% | 34,238 | 1,090 | 3.3% | $32.75万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,044.94万 | 0.34% | 24,219 | -484 | -2.0% | -$20.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,065.84万 | 0.35% | 123,734 | -84,832 | -40.7% | -$730.74万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,074.31万 | 0.35% | 200,394 | 95,270 | 90.6% | $510.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,098.85万 | 0.36% | 39,076 | 1,639 | 4.4% | $46.09万 | 加仓 |
| ABBV | ABBVIE INC | $1,115.18万 | 0.36% | 44,316 | -497 | -1.1% | -$12.51万 | 减仓 |
| IEMG | ISHARES INC | $1,136.42万 | 0.37% | 137,183 | -486 | -0.4% | -$4.03万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,142.34万 | 0.37% | 139,412 | -151 | -0.1% | -$1.24万 | 减仓 |
| KO | COCA COLA CO | $1,166.31万 | 0.38% | 143,510 | -1,317 | -0.9% | -$10.70万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,204.18万 | 0.39% | 232,961 | 5,335 | 2.3% | $27.58万 | 加仓 |