13F 机构持仓

Sowell Financial Services LLC

NORTH LITTLE ROCK AR · SEC CIK 0001633697

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$30.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.0%
QQQ 2.9%
NVDA 2.7%
SPY 2.1%
IVV 1.9%
MSFT 1.9%
TWO RDS SHARED 1.8%
AMZN 1.7%
QUAL 1.3%
GOOGL 1.2%

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
TRGP TARGA RES CORP $25.57万0.01%954 -93-8.9% -$2.49万 减仓
SHE SPDR SERIES TRUST $25.57万0.01%1,656 -8-0.5% -$1,235 减仓
RY ROYAL BK CDA $25.59万0.01%1,236 -196-13.7% -$4.06万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $25.64万0.01%4,870 87922.0% $4.63万 加仓
ARCC ARES CAPITAL CORP $25.66万0.01%13,848 -4,500-24.5% -$8.34万 减仓
AJG GALLAGHER ARTHUR J & CO $25.68万0.01%1,119 -14-1.2% -$3,213 减仓
ABCB AMERIS BANCORP $25.75万0.01%2,853 281.0% $2,527 加仓
MUSA MURPHY USA INC $25.75万0.01%478 -9-1.8% -$4,848 减仓
A AGILENT TECHNOLOGIES INC $25.80万0.01%1,942 39925.9% $5.30万 重新持有
NTAP NETAPP INC $25.80万0.01%1,667 1,667— $25.80万 新建仓
GMED GLOBUS MED INC $25.95万0.01%3,285 3,285— $25.95万 新建仓
POOL POOL CORP $26.05万0.01%1,212 1,212— $26.05万 新建仓
PPG PPG INDS INC $26.12万0.01%2,154 -19-0.9% -$2,304 减仓
SHYG ISHARES TR $26.21万0.01%6,179 1262.1% $5,344 加仓
— INVESCO EXCHANGE TRADED FD T $26.29万0.01%2,933 00.0% — 不变
EEMV ISHARES INC $26.31万0.01%3,495 -69-1.9% -$5,195 减仓
SPXC SPX TECHNOLOGIES INC $26.33万0.01%1,074 1,074— $26.33万 新建仓
XEMDX WESTERN ASSET EMERGING MKTS $26.53万0.01%24,700 -475-1.9% -$5,101 减仓
MOAT VANECK ETF TRUST $26.55万0.01%2,554 -77-2.9% -$8,004 减仓
IHG INTERCONTINENTAL HOTELS GROU $26.59万0.01%1,536 1,536— $26.59万 新建仓
ICF ISHARES TR $26.94万0.01%3,984 170.4% $1,150 加仓
BIBL NORTHERN LTS FD TR IV $27.01万0.01%4,667 -49-1.0% -$2,836 减仓
LFUS LITTELFUSE INC $27.02万0.01%593 -50-7.8% -$2.28万 减仓
RWO SPDR INDEX SHS FDS $27.07万0.01%5,445 2735.3% $1.36万 加仓
STAG STAG INDUSTRIAL INC $27.14万0.01%7,132 1372.0% $5,214 加仓
SRLN SSGA ACTIVE ETF TR $27.16万0.01%6,740 5318.6% $2.14万 加仓
VXF VANGUARD INDEX FDS $27.19万0.01%1,104 -915-45.3% -$22.54万 减仓
VIAV VIAVI SOLUTIONS INC $27.24万0.01%5,704 5,704— $27.24万 新建仓
WEC WEC ENERGY GROUP INC $27.29万0.01%2,337 -123-5.0% -$1.44万 减仓
TFPM TRIPLE FLAG PRECIOUS METAL $27.35万0.01%9,124 2,20031.8% $6.59万 加仓
XYZ BLOCK INC $27.36万0.01%3,600 -177-4.7% -$1.35万 减仓
FHLC FIDELITY COVINGTON TRUST $27.39万0.01%3,546 3,546— $27.39万 新建仓
EXEL EXELIXIS INC $27.44万0.01%5,043 2916.1% $1.58万 重新持有
SFLR INNOVATOR ETFS TRUST $27.45万0.01%7,115 7,115— $27.45万 新建仓
SPYD SPDR SERIES TRUST $27.46万0.01%5,757 1,18926.0% $5.67万 加仓
SFD SMITHFIELD FOODS INC $27.66万0.01%11,403 11,403— $27.66万 新建仓
IJK ISHARES TR $27.67万0.01%2,355 -2,881-55.0% -$33.85万 重新持有
EMHC SPDR SERIES TRUST $27.79万0.01%10,924 1,14911.8% $2.92万 加仓
VTEB VANGUARD MUN BD FDS $27.86万0.01%5,508 98321.7% $4.97万 加仓
L LOEWS CORP $27.88万0.01%2,463 -20-0.8% -$2,264 减仓
AEM AGNICO EAGLE MINES LTD $27.92万0.01%1,800 47235.5% $7.32万 加仓
GPIX GOLDMAN SACHS ETF TR $27.94万0.01%5,028 -645-11.4% -$3.58万 减仓
PGX INVESCO EXCH TRADED FD TR II $27.94万0.01%25,776 2140.8% $2,320 加仓
SPYG SPDR SERIES TRUST $27.99万0.01%2,353 -155-6.2% -$1.84万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $28.08万0.01%2,564 -105-3.9% -$1.15万 减仓
VTR VENTAS INC $28.08万0.01%3,163 -42-1.3% -$3,729 减仓
BR BROADRIDGE FINL SOLUTIONS IN $28.13万0.01%2,054 -116-5.3% -$1.59万 减仓
SMG SCOTTS MIRACLE-GRO CO $28.25万0.01%4,148 -30-0.7% -$2,043 减仓
IHAK ISHARES TR $28.29万0.01%4,659 -200-4.1% -$1.21万 减仓
MISL FIRST TR EXCHANGE-TRADED FD $28.35万0.01%6,193 60910.9% $2.79万 加仓
NRIM NORTHRIM BANCORP INC $28.36万0.01%10,224 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $28.38万0.01%5,254 -948-15.3% -$5.12万 减仓
BE BLOOM ENERGY CORP $28.45万0.01%940 940— $28.45万 新建仓
LSCC LATTICE SEMICONDUCTOR CORP $28.51万0.01%1,864 -667-26.4% -$10.20万 减仓
GWX SPDR INDEX SHS FDS $28.64万0.01%6,545 61510.4% $2.69万 加仓
NI NISOURCE INC $28.80万0.01%6,057 771.3% $3,661 加仓
SKY CHAMPION HOMES INC $28.85万0.01%3,274 461.4% $4,054 加仓
RGLD ROYAL GOLD INC $28.89万0.01%1,447 -49-3.3% -$9,782 减仓
TIPX SPDR SERIES TRUST $28.89万0.01%15,263 1,2569.0% $2.38万 加仓
— FRANKLIN TEMPLETON ETF TR $28.90万0.01%6,333 00.0% — 不变
EXP EAGLE MATLS INC $29.02万0.01%1,290 -37-2.8% -$8,323 减仓
IDXX IDEXX LABS INC $29.06万0.01%552 10322.9% $5.42万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $29.09万0.01%6,742 -138-2.0% -$5,954 减仓
— ETFIS SER TR I $29.16万0.01%6,312 20.0% $92 加仓
EFAV ISHARES TR $29.22万0.01%3,332 -106-3.1% -$9,297 减仓
FDV FEDERATED HERMES ETF TRUST $29.29万0.01%9,331 9,331— $29.29万 新建仓
GNRC GENERAC HLDGS INC $29.54万0.01%1,009 -211-17.3% -$6.18万 减仓
INBK FIRST INTERNET BANCORP $29.58万0.01%10,642 -481-4.3% -$1.34万 减仓
EMBJ EMBRAER S.A. $29.64万0.01%4,645 -835-15.2% -$5.33万 减仓
BDX BECTON DICKINSON & CO $29.69万0.01%1,962 201.0% $3,026 加仓
PEY INVESCO EXCHANGE TRADED FD T $29.76万0.01%12,837 -250-1.9% -$5,795 减仓
VIK VIKING HOLDINGS LTD $29.80万0.01%2,847 2,847— $29.80万 新建仓
CGSD CAPITAL GRP FIXED INCM ETF T $29.88万0.01%11,612 -8,020-40.9% -$20.64万 减仓
NG NOVAGOLD RESOURCES INC $30.03万0.01%50,300 00.0% — 不变
ENTG ENTEGRIS INC $30.07万0.01%1,672 -217-11.5% -$3.90万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $30.09万0.01%1,661 -77-4.4% -$1.39万 减仓
EDGU ADVISORS INNER CIRCLE FD II $30.21万0.01%9,440 9,440— $30.21万 新建仓
ITOT ISHARES TR $30.29万0.01%1,844 875.0% $1.43万 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $30.46万0.01%5,966 69213.1% $3.53万 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD $30.72万0.01%19,161 5,03235.6% $8.07万 加仓
MMSI MERIT MED SYS INC $30.72万0.01%4,430 -49-1.1% -$3,398 减仓
ESGV VANGUARD WORLD FD $30.85万0.01%2,333 -50-2.1% -$6,612 减仓
TFI SPDR SERIES TRUST $31.00万0.01%6,768 1772.7% $8,106 加仓
UL UNILEVER PLC $31.06万0.01%5,167 -495-8.7% -$2.98万 减仓
GRNY TIDAL TRUST I $31.20万0.01%11,285 11,285— $31.20万 新建仓
HQY HEALTHEQUITY INC $31.27万0.01%3,462 88434.3% $7.98万 加仓
BDYN BLACKROCK ETF TRUST $31.28万0.01%11,275 4734.4% $1.31万 加仓
REGN REGENERON PHARMACEUTICALS $31.33万0.01%502 61.2% $3,744 加仓
— INVESCO EXCH TRADED FD TR II $31.33万0.01%4,483 -60-1.3% -$4,193 减仓
SHW SHERWIN WILLIAMS CO $31.39万0.01%912 -243-21.0% -$8.36万 减仓
LUV SOUTHWEST AIRLS CO $31.63万0.01%6,152 -187-2.9% -$9,615 减仓
ICE INTERCONTINENTAL EXCHANGE IN $31.65万0.01%2,571 -703-21.5% -$8.66万 减仓
CPRT COPART INC $31.73万0.01%11,254 -3,015-21.1% -$8.50万 减仓
D DOMINION ENERGY INC $31.75万0.01%4,650 170.4% $1,161 加仓
JMEE J P MORGAN EXCHANGE TRADED F $31.77万0.01%4,072 -17-0.4% -$1,327 减仓
SAN BANCO SANTANDER SA $31.95万0.01%23,151 -2,872-11.0% -$3.96万 减仓
GLDM WORLD GOLD TR $31.97万0.01%4,026 -76-1.9% -$6,036 减仓
TDIV FIRST TR EXCHANGE TRADED FD $32.00万0.01%2,786 100.4% $1,149 加仓
ENVX ENOVIX CORPORATION $32.08万0.01%52,845 52,845— $32.08万 新建仓
KEY KEYCORP $32.11万0.01%13,929 -2,945-17.5% -$6.79万 减仓