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 |
|---|---|---|---|---|---|---|---|---|
| RNR | RENAISSANCERE HLDGS LTD | $25.59万 | 0.01% | 861 | -4 | -0.5% | -$1,189 | 减仓 |
| SHYG | ISHARES TR | $25.61万 | 0.01% | 6,053 | -388 | -6.0% | -$1.64万 | 减仓 |
| CBRE | CBRE GROUP INC | $25.78万 | 0.01% | 1,903 | -10 | -0.5% | -$1,355 | 减仓 |
| — | VANECK ETF TRUST | $25.80万 | 0.01% | 7,553 | 144 | 1.9% | $4,918 | 加仓 |
| CACI | CACI INTL INC | $25.83万 | 0.01% | 475 | 37 | 8.4% | $2.01万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $25.84万 | 0.01% | 1,480 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $25.93万 | 0.01% | 12,256 | 3,381 | 38.1% | $7.15万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $25.94万 | 0.01% | 3,644 | 3,644 | — | $25.94万 | 新建仓 |
| FTNT | FORTINET INC | $26.00万 | 0.01% | 3,181 | 45 | 1.4% | $3,677 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $26.00万 | 0.01% | 2,776 | 9 | 0.3% | $843 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $26.02万 | 0.01% | 7,724 | 1,187 | 18.2% | $4.00万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $26.04万 | 0.01% | 5,547 | 223 | 4.2% | $1.05万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.16万 | 0.01% | 8,994 | 1,289 | 16.7% | $3.75万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $26.17万 | 0.01% | 14,129 | 1,018 | 7.8% | $1.89万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $26.19万 | 0.01% | 4,544 | 4,544 | — | $26.19万 | 新建仓 |
| VTR | VENTAS INC | $26.21万 | 0.01% | 3,205 | 438 | 15.8% | $3.58万 | 加仓 |
| TRGP | TARGA RES CORP | $26.24万 | 0.01% | 1,047 | 1,047 | — | $26.24万 | 新建仓 |
| BDYN | BLACKROCK ETF TRUST | $26.26万 | 0.01% | 10,802 | 10,802 | — | $26.26万 | 新建仓 |
| L | LOEWS CORP | $26.50万 | 0.01% | 2,483 | 152 | 6.5% | $1.62万 | 加仓 |
| SUB | ISHARES TR | $26.53万 | 0.01% | 2,491 | 105 | 4.4% | $1.12万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $26.76万 | 0.01% | 2,383 | -67 | -2.7% | -$7,523 | 减仓 |
| TIPX | SPDR SERIES TRUST | $26.88万 | 0.01% | 14,007 | 2,336 | 20.0% | $4.48万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.89万 | 0.01% | 1,878 | -285 | -13.2% | -$4.08万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $26.96万 | 0.01% | 1,328 | -41 | -3.0% | -$8,324 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $27.00万 | 0.01% | 4,543 | 9 | 0.2% | $535 | 加仓 |
| PFF | ISHARES TR | $27.04万 | 0.01% | 8,918 | -555 | -5.9% | -$1.68万 | 减仓 |
| EMN | EASTMAN CHEM CO | $27.06万 | 0.01% | 3,545 | -1,593 | -31.0% | -$12.16万 | 减仓 |
| AVT | AVNET INC | $27.09万 | 0.01% | 4,397 | -23 | -0.5% | -$1,417 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $27.11万 | 0.01% | 6,603 | 6,603 | — | $27.11万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $27.13万 | 0.01% | 6,880 | 1,122 | 19.5% | $4.42万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $27.30万 | 0.01% | 4,089 | 4,089 | — | $27.30万 | 新建仓 |
| EFX | EQUIFAX INC | $27.37万 | 0.01% | 1,520 | 5 | 0.3% | $900 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $27.42万 | 0.01% | 16,156 | -2,979 | -15.6% | -$5.06万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $27.43万 | 0.01% | 8,075 | -992 | -10.9% | -$3.37万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $27.52万 | 0.01% | 2,669 | 591 | 28.4% | $6.09万 | 加仓 |
| CLH | CLEAN HARBORS INC | $27.61万 | 0.01% | 963 | 4 | 0.4% | $1,147 | 加仓 |
| IUSG | ISHARES TR | $27.74万 | 0.01% | 1,788 | 138 | 8.4% | $2.14万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $27.81万 | 0.01% | 25,562 | 70 | 0.3% | $762 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $27.89万 | 0.01% | 11,809 | 11,809 | — | $27.89万 | 新建仓 |
| NI | NISOURCE INC | $27.90万 | 0.01% | 5,980 | 40 | 0.7% | $1,867 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $27.90万 | 0.01% | 18,893 | -832 | -4.2% | -$1.23万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $27.95万 | 0.01% | 25,807 | 49 | 0.2% | $531 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $28.03万 | 0.01% | 13,087 | 18 | 0.1% | $386 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $28.12万 | 0.01% | 10,000 | -17 | -0.2% | -$478 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.16万 | 0.01% | 17,995 | -27,563 | -60.5% | -$43.14万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $28.19万 | 0.01% | 4,822 | 853 | 21.5% | $4.99万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $28.27万 | 0.01% | 2,265 | 0 | 0.0% | — | 不变 |
| — | STEALTHGAS INC | $28.34万 | 0.01% | 30,875 | -2,250 | -6.8% | -$2.07万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $28.39万 | 0.01% | 5,673 | 5,673 | — | $28.39万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $28.45万 | 0.01% | 2,964 | -556 | -15.8% | -$5.34万 | 减仓 |
| ICVT | ISHARES TR | $28.46万 | 0.01% | 2,796 | -173 | -5.8% | -$1.76万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $28.48万 | 0.01% | 2,460 | -1,201 | -32.8% | -$13.90万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $28.48万 | 0.01% | 6,131 | 981 | 19.0% | $4.56万 | 重新持有 |
| D | DOMINION ENERGY INC | $28.64万 | 0.01% | 4,633 | 746 | 19.2% | $4.61万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $28.78万 | 0.01% | 7,677 | -620 | -7.5% | -$2.32万 | 减仓 |
| ELF | E L F BEAUTY INC | $28.86万 | 0.01% | 4,762 | 4,762 | — | $28.86万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $28.96万 | 0.01% | 1,070 | 1,070 | — | $28.96万 | 新建仓 |
| — | ETFIS SER TR I | $29.08万 | 0.01% | 6,310 | 110 | 1.8% | $5,070 | 加仓 |
| VLUE | ISHARES TR | $29.19万 | 0.01% | 2,053 | 7 | 0.3% | $995 | 加仓 |
| — | ORACLE CORP | $29.26万 | 0.01% | 6,500 | 6,500 | — | $29.26万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $29.35万 | 0.01% | 26,023 | -2,854 | -9.9% | -$3.22万 | 减仓 |
| GUNR | FLEXSHARES TR | $29.41万 | 0.01% | 5,332 | 6 | 0.1% | $331 | 加仓 |
| GFI | GOLD FIELDS LTD | $29.50万 | 0.01% | 6,499 | 424 | 7.0% | $1.92万 | 加仓 |
| TFI | SPDR SERIES TRUST | $29.89万 | 0.01% | 6,591 | -49 | -0.7% | -$2,222 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $29.90万 | 0.01% | 2,689 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $29.99万 | 0.01% | 1,519 | 118 | 8.4% | $2.33万 | 加仓 |
| CSGP | COSTAR GROUP INC | $30.24万 | 0.01% | 7,497 | -2,218 | -22.8% | -$8.95万 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $30.27万 | 0.01% | 1,516 | 188 | 14.2% | $3.75万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $30.45万 | 0.01% | 13,373 | 246 | 1.9% | $5,601 | 加仓 |
| BDX | BECTON DICKINSON & CO | $30.53万 | 0.01% | 1,942 | 11 | 0.6% | $1,729 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $30.87万 | 0.01% | 6,605 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $30.87万 | 0.01% | 4,479 | 37 | 0.8% | $2,550 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA | $31.02万 | 0.01% | 6,711 | -302 | -4.3% | -$1.40万 | 减仓 |
| IYJ | ISHARES TR | $31.03万 | 0.01% | 2,103 | 1 | 0.0% | $148 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $31.13万 | 0.01% | 5,274 | 525 | 11.1% | $3.10万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $31.14万 | 0.01% | 1,490 | -13 | -0.9% | -$2,717 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $31.26万 | 0.01% | 1,354 | -9 | -0.7% | -$2,078 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $31.33万 | 0.01% | 9,599 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $31.35万 | 0.01% | 5,872 | -79 | -1.3% | -$4,218 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $31.38万 | 0.01% | 6,472 | -386 | -5.6% | -$1.87万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.39万 | 0.01% | 2,397 | -434 | -15.3% | -$5.68万 | 减仓 |
| EFAV | ISHARES TR | $31.41万 | 0.01% | 3,438 | 257 | 8.1% | $2.35万 | 加仓 |
| EVRG | EVERGY INC | $31.56万 | 0.01% | 3,853 | -233 | -5.7% | -$1.91万 | 减仓 |
| IYF | ISHARES TR | $31.58万 | 0.01% | 2,684 | 6 | 0.2% | $706 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $31.88万 | 0.01% | 3,938 | -335 | -7.8% | -$2.71万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $31.89万 | 0.01% | 6,657 | -2,493 | -27.2% | -$11.94万 | 减仓 |
| OGE | OGE ENERGY CORP | $31.98万 | 0.01% | 6,669 | 220 | 3.4% | $1.06万 | 加仓 |
| SNOW | SNOWFLAKE INC | $32.08万 | 0.01% | 2,127 | 193 | 10.0% | $2.91万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $32.15万 | 0.01% | 3,991 | -16,693 | -80.7% | -$134.49万 | 减仓 |
| UL | UNILEVER PLC | $32.26万 | 0.01% | 5,662 | -460 | -7.5% | -$2.62万 | 减仓 |
| AME | AMETEK INC | $32.49万 | 0.01% | 1,516 | -171 | -10.1% | -$3.67万 | 减仓 |
| EMBJ | EMBRAER S.A. | $32.52万 | 0.01% | 5,480 | 118 | 2.2% | $7,002 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $32.66万 | 0.01% | 6,489 | -2,271 | -25.9% | -$11.43万 | 减仓 |
| NGG | NATIONAL GRID PLC | $32.67万 | 0.01% | 3,862 | 421 | 12.2% | $3.56万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $32.70万 | 0.01% | 6,193 | -174 | -2.7% | -$9,186 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $32.73万 | 0.01% | 6,202 | -37 | -0.6% | -$1,953 | 减仓 |
| SONY | SONY GROUP CORP | $32.93万 | 0.01% | 15,907 | -3,650 | -18.7% | -$7.56万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $32.95万 | 0.01% | 3,478 | 29 | 0.8% | $2,748 | 加仓 |
| ARCC | ARES CAPITAL CORP | $33.06万 | 0.01% | 18,348 | -165 | -0.9% | -$2,973 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $33.21万 | 0.01% | 13,267 | 2,186 | 19.7% | $5.47万 | 加仓 |