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 |
|---|---|---|---|---|---|---|---|---|
| IRM | IRON MTN INC DEL | $33.33万 | 0.01% | 3,263 | 519 | 18.9% | $5.30万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $33.51万 | 0.01% | 2,443 | 626 | 34.5% | $8.59万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $33.62万 | 0.01% | 2,297 | 68 | 3.1% | $9,952 | 加仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $33.68万 | 0.01% | 18,576 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $33.73万 | 0.01% | 5,587 | 171 | 3.2% | $1.03万 | 加仓 |
| HDUS | LATTICE STRATEGIES TR | $33.74万 | 0.01% | 5,346 | 112 | 2.1% | $7,069 | 加仓 |
| KEY | KEYCORP | $33.83万 | 0.01% | 16,874 | 188 | 1.1% | $3,769 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $34.01万 | 0.01% | 4,104 | 21 | 0.5% | $1,740 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $34.38万 | 0.01% | 20,940 | -123 | -0.6% | -$2,020 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $34.41万 | 0.01% | 490 | -645 | -56.8% | -$45.29万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $34.47万 | 0.01% | 22,901 | -2,929 | -11.3% | -$4.41万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $34.50万 | 0.01% | 6,938 | -147 | -2.1% | -$7,309 | 减仓 |
| AON | AON PLC | $34.53万 | 0.01% | 1,070 | 53 | 5.2% | $1.71万 | 加仓 |
| NVO | NOVO-NORDISK A S | $34.70万 | 0.01% | 9,442 | 675 | 7.7% | $2.48万 | 加仓 |
| GPC | GENUINE PARTS CO | $34.75万 | 0.01% | 3,286 | 3,286 | — | $34.75万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $34.76万 | 0.01% | 6,895 | -112 | -1.6% | -$5,646 | 减仓 |
| SPGI | S&P GLOBAL INC | $34.76万 | 0.01% | 817 | -31 | -3.7% | -$1.32万 | 减仓 |
| IWB | ISHARES TR | $34.81万 | 0.01% | 976 | 1 | 0.1% | $357 | 加仓 |
| ULS | UL SOLUTIONS INC | $34.85万 | 0.01% | 4,066 | 9 | 0.2% | $771 | 加仓 |
| DT | DYNATRACE INC | $34.99万 | 0.01% | 9,461 | 4,530 | 91.9% | $16.75万 | 加仓 |
| WELL | WELLTOWER INC | $35.02万 | 0.01% | 1,771 | 39 | 2.3% | $7,712 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $35.02万 | 0.01% | 3,585 | -2,825 | -44.1% | -$27.60万 | 减仓 |
| PKG | PACKAGING CORP AMER | $35.05万 | 0.01% | 1,652 | -176 | -9.6% | -$3.73万 | 减仓 |
| DDOG | DATADOG INC | $35.08万 | 0.01% | 2,972 | 541 | 22.3% | $6.39万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $35.09万 | 0.01% | 7,361 | -89 | -1.2% | -$4,243 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $35.26万 | 0.01% | 2,170 | -264 | -10.8% | -$4.29万 | 减仓 |
| NUE | NUCOR CORP | $35.26万 | 0.01% | 2,085 | 25 | 1.2% | $4,228 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $35.30万 | 0.01% | 17,873 | 437 | 2.5% | $8,631 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $35.32万 | 0.01% | 39,073 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $35.45万 | 0.01% | 3,013 | 1,122 | 59.3% | $13.20万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $35.60万 | 0.01% | 37,549 | -174 | -0.5% | -$1,650 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $35.72万 | 0.01% | 1,271 | 57 | 4.7% | $1.60万 | 加仓 |
| IDEV | ISHARES TR | $35.85万 | 0.01% | 4,290 | 96 | 2.3% | $8,023 | 加仓 |
| HAL | HALLIBURTON CO | $35.89万 | 0.01% | 9,204 | 1,220 | 15.3% | $4.76万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $35.90万 | 0.01% | 5,797 | -24 | -0.4% | -$1,486 | 减仓 |
| VEEV | VEEVA SYS INC | $36.03万 | 0.01% | 2,051 | 191 | 10.3% | $3.36万 | 加仓 |
| FN | FABRINET | $36.04万 | 0.01% | 691 | -34 | -4.7% | -$1.77万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $36.34万 | 0.01% | 1,636 | -332 | -16.9% | -$7.37万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $36.64万 | 0.01% | 8,615 | -198 | -2.2% | -$8,421 | 减仓 |
| ECL | ECOLAB INC | $36.65万 | 0.01% | 1,378 | -1,702 | -55.3% | -$45.27万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $36.74万 | 0.01% | 7,299 | -402 | -5.2% | -$2.02万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $36.76万 | 0.01% | 2,573 | 1,285 | 99.8% | $18.36万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $36.84万 | 0.01% | 5,571 | -75 | -1.3% | -$4,959 | 减仓 |
| INSM | INSMED INC | $36.96万 | 0.01% | 2,260 | 229 | 11.3% | $3.74万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $37.01万 | 0.01% | 833 | -323 | -27.9% | -$14.35万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $37.03万 | 0.01% | 1,155 | 98 | 9.3% | $3.14万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $37.11万 | 0.01% | 765 | 42 | 5.8% | $2.04万 | 加仓 |
| BWLP | BW LPG LTD | $37.17万 | 0.01% | 21,400 | 0 | 0.0% | — | 不变 |
| GOVI | INVESCO EXCH TRADED FD TR II | $37.46万 | 0.01% | 13,731 | -5,673 | -29.2% | -$15.48万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $37.47万 | 0.01% | 6,248 | 780 | 14.3% | $4.68万 | 加仓 |
| SF | STIFEL FINL CORP | $37.49万 | 0.01% | 5,072 | 138 | 2.8% | $1.02万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $37.52万 | 0.01% | 30,507 | 140 | 0.5% | $1,722 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $37.54万 | 0.01% | 7,825 | 191 | 2.5% | $9,162 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $37.56万 | 0.01% | 32,241 | 68 | 0.2% | $792 | 加仓 |
| CMS | CMS ENERGY CORP | $37.57万 | 0.01% | 4,842 | -135 | -2.7% | -$1.05万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $37.59万 | 0.01% | 13,425 | -2,547 | -15.9% | -$7.13万 | 减仓 |
| ARGX | ARGENX SE | $37.61万 | 0.01% | 515 | 35 | 7.3% | $2.56万 | 加仓 |
| XEL | XCEL ENERGY INC | $37.65万 | 0.01% | 4,739 | 592 | 14.3% | $4.70万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $37.88万 | 0.01% | 6,397 | 747 | 13.2% | $4.42万 | 加仓 |
| JOBY | JOBY AVIATION INC | $37.91万 | 0.01% | 45,898 | -2,005 | -4.2% | -$1.66万 | 减仓 |
| WTMF | WISDOMTREE TR | $37.98万 | 0.01% | 9,570 | 1,789 | 23.0% | $7.10万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.99万 | 0.01% | 347 | -6 | -1.7% | -$6,569 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $38.01万 | 0.01% | 1,738 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $38.02万 | 0.01% | 4,102 | -1,040 | -20.2% | -$9.64万 | 减仓 |
| RGLD | ROYAL GOLD INC | $38.08万 | 0.01% | 1,496 | 150 | 11.1% | $3.82万 | 加仓 |
| IRMD | IRADIMED CORP | $38.24万 | 0.01% | 3,973 | 45 | 1.1% | $4,332 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $38.35万 | 0.01% | 496 | 77 | 18.4% | $5.95万 | 加仓 |
| TTE | TOTALENERGIES SE | $38.45万 | 0.01% | 4,227 | -1,400 | -24.9% | -$12.74万 | 减仓 |
| KRE | SPDR SERIES TRUST | $38.51万 | 0.01% | 5,912 | -24,631 | -80.6% | -$160.46万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $38.79万 | 0.01% | 2,675 | 1,004 | 60.1% | $14.56万 | 加仓 |
| EQL | ALPS ETF TR | $38.92万 | 0.01% | 8,184 | 8,184 | — | $38.92万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $39.26万 | 0.01% | 1,291 | 126 | 10.8% | $3.83万 | 加仓 |
| — | ISHARES TR | $39.29万 | 0.01% | 42,850 | 1,200 | 2.9% | $1.10万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $39.33万 | 0.01% | 5,707 | -1,027 | -15.3% | -$7.08万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $39.33万 | 0.01% | 9,242 | -226 | -2.4% | -$9,619 | 减仓 |
| LRGF | ISHARES TR | $39.53万 | 0.01% | 5,990 | -6,175 | -50.8% | -$40.75万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $39.65万 | 0.01% | 35,149 | 35,149 | — | $39.65万 | 新建仓 |
| GSK | GSK PLC | $39.74万 | 0.01% | 7,201 | 1,199 | 20.0% | $6.62万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $39.85万 | 0.01% | 1,915 | -66 | -3.3% | -$1.37万 | 减仓 |
| NXT | NEXTPOWER INC | $40.30万 | 0.01% | 3,343 | 3,343 | — | $40.30万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $40.31万 | 0.01% | 2,762 | -519 | -15.8% | -$7.57万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $40.35万 | 0.01% | 2,338 | 132 | 6.0% | $2.28万 | 加仓 |
| HYLB | DBX ETF TR | $40.40万 | 0.01% | 11,173 | 102 | 0.9% | $3,688 | 加仓 |
| MAGS | LISTED FDS TR | $40.56万 | 0.01% | 7,000 | 7,000 | — | $40.56万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $40.59万 | 0.02% | 9,403 | -13,173 | -58.3% | -$56.86万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $40.75万 | 0.02% | 18,814 | -3,375 | -15.2% | -$7.31万 | 减仓 |
| EIX | EDISON INTL | $40.91万 | 0.02% | 5,590 | 5,590 | — | $40.91万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $40.96万 | 0.02% | 5,450 | 1,450 | 36.2% | $10.90万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $40.97万 | 0.02% | 2,829 | -414 | -12.8% | -$6.00万 | 减仓 |
| MOS | MOSAIC CO | $41.14万 | 0.02% | 16,135 | -525 | -3.2% | -$1.34万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $41.23万 | 0.02% | 13,749 | -1,955 | -12.4% | -$5.86万 | 减仓 |
| EQNR | EQUINOR ASA | $41.41万 | 0.02% | 9,814 | -1,484 | -13.1% | -$6.26万 | 减仓 |
| SNPS | SYNOPSYS INC | $41.42万 | 0.02% | 1,045 | -11 | -1.0% | -$4,360 | 减仓 |
| IBB | ISHARES TR | $41.42万 | 0.02% | 2,453 | -218 | -8.2% | -$3.68万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $41.50万 | 0.02% | 7,431 | 1,654 | 28.6% | $9.24万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $41.55万 | 0.02% | 2,019 | -300 | -12.9% | -$6.17万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $41.97万 | 0.02% | 5,770 | -1,091 | -15.9% | -$7.94万 | 减仓 |
| CTVA | CORTEVA INC | $41.99万 | 0.02% | 5,016 | -62 | -1.2% | -$5,190 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $42.27万 | 0.02% | 8,381 | 4,405 | 110.8% | $22.22万 | 加仓 |
| URA | GLOBAL X FDS | $42.38万 | 0.02% | 8,751 | 1,149 | 15.1% | $5.56万 | 加仓 |