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 |
|---|---|---|---|---|---|---|---|---|
| CWH | CAMPING WORLD HLDGS INC | $9.57万 | 0.00% | 14,008 | 14,008 | — | $9.57万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $9.69万 | 0.00% | 14,614 | 4,240 | 40.9% | $2.81万 | 重新持有 |
| PSEC | PROSPECT CAP CORP | $9.93万 | 0.00% | 38,027 | -5,310 | -12.3% | -$1.39万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $10.60万 | 0.00% | 11,794 | 7 | 0.1% | $63 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $11.06万 | 0.00% | 15,915 | 2 | 0.0% | $14 | 加仓 |
| OMER | OMEROS CORP | $11.25万 | 0.00% | 10,650 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $11.87万 | 0.00% | 10,564 | -1,244 | -10.5% | -$1.40万 | 减仓 |
| GGB | GERDAU SA | $12.05万 | 0.00% | 33,377 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $12.19万 | 0.00% | 15,196 | -608 | -3.8% | -$4,876 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $12.67万 | 0.00% | 11,453 | -21,745 | -65.5% | -$24.05万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $12.71万 | 0.00% | 16,572 | -87,119 | -84.0% | -$66.82万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $12.89万 | 0.00% | 10,307 | -1,276 | -11.0% | -$1.60万 | 减仓 |
| AUR | AURORA INNOVATION INC | $13.13万 | 0.00% | 31,878 | 1,834 | 6.1% | $7,556 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $13.29万 | 0.00% | 13,071 | 57 | 0.4% | $580 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $13.31万 | 0.00% | 16,641 | 0 | 0.0% | — | 不变 |
| VKQ | INVESCO MUNICIPAL TRUST | $13.33万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME | $13.42万 | 0.00% | 23,023 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13.57万 | 0.01% | 15,928 | 146 | 0.9% | $1,244 | 加仓 |
| BBDC | BARINGS BDC INC | $14.06万 | 0.01% | 17,084 | -1,674 | -8.9% | -$1.38万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $14.07万 | 0.01% | 16,633 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $14.50万 | 0.01% | 31,525 | 5,519 | 21.2% | $2.54万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $14.72万 | 0.01% | 15,300 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INC | $14.92万 | 0.01% | 33,231 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $14.98万 | 0.01% | 16,120 | 447 | 2.9% | $4,153 | 加仓 |
| — | VANECK ETF TRUST | $15.00万 | 0.01% | 14,624 | -800 | -5.2% | -$8,208 | 减仓 |
| — | EATON VANCE SHORT DURATION D | $15.15万 | 0.01% | 14,170 | 292 | 2.1% | $3,121 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $15.17万 | 0.01% | 10,485 | 251 | 2.5% | $3,632 | 加仓 |
| NOK | NOKIA CORP | $15.38万 | 0.01% | 19,134 | -1,970 | -9.3% | -$1.58万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $15.70万 | 0.01% | 17,881 | 384 | 2.2% | $3,371 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $16.02万 | 0.01% | 14,889 | 439 | 3.0% | $4,724 | 加仓 |
| VIV | TELEFONICA BRASIL SA | $16.05万 | 0.01% | 10,089 | 10,089 | — | $16.05万 | 新建仓 |
| — | PIMCO NEW YORK MUN FD II | $16.10万 | 0.01% | 23,500 | 23,500 | — | $16.10万 | 新建仓 |
| — | BRAEMAR HOTELS & RESORTS INC | $16.50万 | 0.01% | 69,897 | -1,500 | -2.1% | -$3,540 | 减仓 |
| BETA | BETA TECHNOLOGIES INC | $16.50万 | 0.01% | 11,222 | 11,222 | — | $16.50万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $16.69万 | 0.01% | 11,244 | 853 | 8.2% | $1.27万 | 加仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $16.69万 | 0.01% | 26,496 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $16.87万 | 0.01% | 11,589 | 71 | 0.6% | $1,034 | 加仓 |
| EC | ECOPETROL S A | $16.89万 | 0.01% | 11,265 | -2,738 | -19.6% | -$4.10万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $16.92万 | 0.01% | 14,789 | -5,929 | -28.6% | -$6.78万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $17.10万 | 0.01% | 10,900 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $18.09万 | 0.01% | 21,084 | 184 | 0.9% | $1,579 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $18.52万 | 0.01% | 19,311 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $19.08万 | 0.01% | 18,344 | 18,344 | — | $19.08万 | 新建仓 |
| INMD | INMODE LTD | $19.13万 | 0.01% | 13,982 | -48 | -0.3% | -$657 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $19.27万 | 0.01% | 21,705 | -1,080 | -4.7% | -$9,590 | 减仓 |
| NU | NU HLDGS LTD | $19.48万 | 0.01% | 13,556 | 604 | 4.7% | $8,679 | 加仓 |
| MOG/A | MOOG INC | $20.03万 | 0.01% | 684 | 684 | — | $20.03万 | 新建仓 |
| AMCR | AMCOR PLC | $20.04万 | 0.01% | 5,042 | 5,042 | — | $20.04万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $20.07万 | 0.01% | 2,136 | -515 | -19.4% | -$4.84万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $20.07万 | 0.01% | 5,570 | 5,570 | — | $20.07万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $20.10万 | 0.01% | 7,320 | -4,115 | -36.0% | -$11.30万 | 减仓 |
| MUR | MURPHY OIL CORP | $20.14万 | 0.01% | 4,881 | 4,881 | — | $20.14万 | 新建仓 |
| IR | INGERSOLL RAND INC | $20.20万 | 0.01% | 2,521 | -489 | -16.2% | -$3.92万 | 减仓 |
| BCPC | BALCHEM CORP | $20.29万 | 0.01% | 1,197 | 1,197 | — | $20.29万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $20.33万 | 0.01% | 4,260 | 4,260 | — | $20.33万 | 新建仓 |
| G | GENPACT LIMITED | $20.39万 | 0.01% | 5,475 | -633 | -10.4% | -$2.36万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $20.49万 | 0.01% | 9,033 | -70 | -0.8% | -$1,588 | 减仓 |
| ESGD | ISHARES TR | $20.51万 | 0.01% | 2,145 | 13 | 0.6% | $1,243 | 加仓 |
| ILCG | ISHARES TR | $20.54万 | 0.01% | 2,152 | 1 | 0.0% | $95 | 加仓 |
| BPOP | POPULAR INC | $20.66万 | 0.01% | 1,540 | 1,540 | — | $20.66万 | 新建仓 |
| CERY | SPDR SERIES TRUST | $20.77万 | 0.01% | 5,894 | 5,894 | — | $20.77万 | 新建仓 |
| EQIX | EQUINIX INC | $20.78万 | 0.01% | 212 | 212 | — | $20.78万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $20.79万 | 0.01% | 4,568 | 4,568 | — | $20.79万 | 新建仓 |
| ITB | ISHARES TR | $20.82万 | 0.01% | 2,299 | -59 | -2.5% | -$5,342 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $20.83万 | 0.01% | 8,342 | 8,342 | — | $20.83万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.84万 | 0.01% | 8,304 | -11,153 | -57.3% | -$28.00万 | 减仓 |
| SOLV | SOLVENTUM CORP | $20.85万 | 0.01% | 3,193 | -74 | -2.3% | -$4,832 | 减仓 |
| ZROZ | PIMCO ETF TR | $20.88万 | 0.01% | 3,262 | 92 | 2.9% | $5,888 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $20.90万 | 0.01% | 2,913 | -1,110 | -27.6% | -$7.97万 | 减仓 |
| VICI | VICI PPTYS INC | $20.92万 | 0.01% | 7,656 | 522 | 7.3% | $1.43万 | 加仓 |
| FBK | FB FINL CORP | $20.92万 | 0.01% | 4,028 | 4,028 | — | $20.92万 | 新建仓 |
| PAYX | PAYCHEX INC | $20.94万 | 0.01% | 2,273 | -1,228 | -35.1% | -$11.31万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $21.01万 | 0.01% | 2,993 | -14 | -0.5% | -$983 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.07万 | 0.01% | 6,075 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $21.09万 | 0.01% | 5,295 | -15 | -0.3% | -$597 | 减仓 |
| — | GATES INDL CORP PLC | $21.12万 | 0.01% | 9,342 | 584 | 6.7% | $1.32万 | 重新持有 |
| IFLN | INVESCO EXCH TRADED FD TR II | $21.13万 | 0.01% | 11,777 | 195 | 1.7% | $3,498 | 加仓 |
| FICO | FAIR ISAAC CORP | $21.14万 | 0.01% | 198 | -12 | -5.7% | -$1.28万 | 减仓 |
| — | TASEKO MINES LTD | $21.14万 | 0.01% | 32,783 | -2,268 | -6.5% | -$1.46万 | 减仓 |
| FSK | FS KKR CAP CORP | $21.18万 | 0.01% | 20,808 | -1,605 | -7.2% | -$1.63万 | 减仓 |
| IHAK | ISHARES TR | $21.21万 | 0.01% | 4,859 | 126 | 2.7% | $5,500 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $21.24万 | 0.01% | 1,416 | 1,416 | — | $21.24万 | 新建仓 |
| SNA | SNAP ON INC | $21.26万 | 0.01% | 585 | -581 | -49.8% | -$21.12万 | 减仓 |
| SHE | SPDR SERIES TRUST | $21.27万 | 0.01% | 1,664 | -53 | -3.1% | -$6,774 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $21.38万 | 0.01% | 2,172 | -194 | -8.2% | -$1.91万 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $21.46万 | 0.01% | 46,453 | 578 | 1.3% | $2,670 | 加仓 |
| DIVO | AMPLIFY ETF TR | $21.47万 | 0.01% | 4,786 | -1,039 | -17.8% | -$4.66万 | 减仓 |
| — | BEELINE HOLDINGS INC | $21.49万 | 0.01% | 91,447 | 91,447 | — | $21.49万 | 新建仓 |
| NOVT | NOVANTA INC | $21.52万 | 0.01% | 1,822 | 1,822 | — | $21.52万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $21.54万 | 0.01% | 2,578 | 179 | 7.5% | $1.50万 | 加仓 |
| HL | HECLA MINING COMPANY | $21.59万 | 0.01% | 11,589 | -296 | -2.5% | -$5,514 | 减仓 |
| MOD | MODINE MFG CO | $21.63万 | 0.01% | 998 | 998 | — | $21.63万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $21.70万 | 0.01% | 6,300 | 30 | 0.5% | $1,033 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $21.70万 | 0.01% | 2,636 | -763 | -22.4% | -$6.28万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $21.72万 | 0.01% | 1,699 | -7 | -0.4% | -$895 | 减仓 |
| REMX | VANECK ETF TRUST | $21.73万 | 0.01% | 2,470 | -24,275 | -90.8% | -$213.61万 | 减仓 |
| TFLO | ISHARES TR | $21.75万 | 0.01% | 4,296 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES | $21.81万 | 0.01% | 2,849 | 2,250 | 375.6% | $17.22万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $21.81万 | 0.01% | 4,903 | -1,695 | -25.7% | -$7.54万 | 减仓 |
| LFUS | LITTELFUSE INC | $21.83万 | 0.01% | 643 | 643 | — | $21.83万 | 新建仓 |