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
EXPD EXPEDITORS INTL WASH INC $32.20万0.01%1,976 985.2% $1.60万 加仓
CMS CMS ENERGY CORP $32.24万0.01%4,215 -627-12.9% -$4.80万 减仓
NOVT NOVANTA INC $32.25万0.01%1,988 1669.1% $2.69万 加仓
FMAR FIRST TR EXCHNG TRADED FD VI $32.29万0.01%6,179 -293-4.5% -$1.53万 减仓
FITB FIFTH THIRD BANCORP $32.31万0.01%5,733 -398-6.5% -$2.24万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $32.33万0.01%5,302 -2,129-28.7% -$12.98万 减仓
FNOV FIRST TR EXCHNG TRADED FD VI $32.35万0.01%5,532 -340-5.8% -$1.99万 减仓
HBAN HUNTINGTON BANCSHARES INC $32.38万0.01%18,261 2661.5% $4,716 加仓
— NUVEEN MORTGAGE AND INCOME F $32.47万0.01%18,576 00.0% — 不变
BKLC BNY MELLON ETF TRUST $32.48万0.01%2,265 00.0% — 不变
BWLP BW LPG LTD $32.59万0.01%18,700 -2,700-12.6% -$4.71万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $32.60万0.01%13,005 -262-2.0% -$6,568 减仓
OGE OGE ENERGY CORP $32.78万0.01%6,736 671.0% $3,260 加仓
EVRG EVERGY INC $32.81万0.01%3,797 -56-1.5% -$4,840 减仓
AER AERCAP HOLDINGS NV $32.82万0.01%2,251 -192-7.9% -$2.80万 减仓
EWX SPDR INDEX SHS FDS $32.82万0.01%4,417 -1,154-20.7% -$8.58万 减仓
EQNR EQUINOR ASA $32.83万0.01%10,455 6416.5% $2.01万 加仓
ICVT ISHARES TR $32.91万0.01%2,703 -93-3.3% -$1.13万 减仓
SPOT SPOTIFY TECHNOLOGY S A $33.03万0.01%719 -46-6.0% -$2.11万 减仓
HII HUNTINGTON INGALLS INDS INC $33.07万0.01%1,182 -36-3.0% -$1.01万 减仓
CGBL CAPITAL GROUP CORE BALANCED $33.20万0.01%8,746 2,03930.4% $7.74万 加仓
TDY TELEDYNE TECHNOLOGIES INC $33.28万0.01%499 13537.1% $9.00万 加仓
HLI HOULIHAN LOKEY INC $33.30万0.01%2,482 -3,288-57.0% -$44.11万 减仓
BEP BROOKFIELD RENEWABLE ENERGY $33.34万0.01%9,599 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $33.50万0.01%6,158 6,158— $33.50万 新建仓
DSL DOUBLELINE INCOME SOLUTIONS $33.58万0.01%30,363 4,55617.7% $5.04万 加仓
HTD HANCOCK JOHN TAX-ADVANTAGED $33.71万0.01%13,224 3,54336.6% $9.03万 加仓
FMAY FIRST TR EXCHNG TRADED FD VI $33.76万0.01%6,007 -186-3.0% -$1.05万 减仓
DJAN FIRST TR EXCHNG TRADED FD VI $33.76万0.01%7,416 -1,199-13.9% -$5.46万 减仓
FSEP FIRST TR EXCHNG TRADED FD VI $33.78万0.01%6,133 -356-5.5% -$1.96万 减仓
ARGX ARGENX SE $33.86万0.01%365 -150-29.1% -$13.92万 减仓
SPGI S&P GLOBAL INC $34.03万0.01%836 192.3% $7,734 加仓
HAL HALLIBURTON CO $34.10万0.01%10,045 8419.1% $2.86万 加仓
FN FABRINET $34.17万0.01%608 -83-12.0% -$4.67万 减仓
DNOV FIRST TR EXCHNG TRADED FD VI $34.18万0.01%6,657 00.0% — 不变
CNC CENTENE CORP DEL $34.19万0.01%5,327 5,327— $34.19万 新建仓
BTI BRITISH AMERN TOB PLC $34.22万0.01%5,541 71914.9% $4.44万 加仓
IYF ISHARES TR $34.27万0.01%2,688 40.1% $510 加仓
SF STIFEL FINL CORP $34.38万0.01%4,928 -144-2.8% -$1.00万 减仓
PFF ISHARES TR $34.41万0.01%11,285 2,36726.5% $7.22万 加仓
AVUS AMERICAN CENTY ETF TR $34.44万0.01%2,689 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $34.45万0.01%13,274 -475-3.5% -$1.23万 减仓
CBOE CBOE GLOBAL MKTS INC $34.53万0.01%1,423 15212.0% $3.69万 加仓
PKG PACKAGING CORP AMER $35.06万0.01%1,471 -181-11.0% -$4.31万 减仓
IYJ ISHARES TR $35.06万0.01%2,104 10.0% $167 加仓
HPQ HP INC $35.14万0.01%16,016 -20,231-55.8% -$44.39万 减仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $35.46万0.01%17,830 1,67410.4% $3.33万 加仓
TW TRADEWEB MKTS INC $35.68万0.01%3,580 56718.8% $5.65万 加仓
CME CME GROUP INC $35.70万0.01%1,617 50.3% $1,104 加仓
VEEV VEEVA SYS INC $35.72万0.01%2,013 -38-1.9% -$6,744 减仓
FDEC FIRST TR EXCHNG TRADED FD VI $35.89万0.01%6,590 -348-5.0% -$1.90万 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $36.03万0.01%6,540 -355-5.1% -$1.96万 减仓
AVA AVISTA CORP $36.10万0.01%8,824 -2,875-24.6% -$11.76万 减仓
— FLAHERTY & CRUMRINE PFD INCO $36.10万0.01%39,073 00.0% — 不变
OXY OCCIDENTAL PETE CORP $36.20万0.01%7,452 741.0% $3,594 加仓
AON AON PLC $36.33万0.01%1,095 252.3% $8,294 加仓
DDS DILLARDS INC $36.38万0.01%688 -114-14.2% -$6.03万 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $36.50万0.01%6,981 -380-5.2% -$1.99万 减仓
BETA BETA TECHNOLOGIES INC $36.56万0.01%21,827 10,60594.5% $17.76万 加仓
MAGS LISTED FDS TR $36.64万0.01%5,699 -1,301-18.6% -$8.37万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $36.66万0.01%12,336 -1,089-8.1% -$3.24万 减仓
XHLF BONDBLOXX ETF TRUST $36.71万0.01%7,299 00.0% — 不变
KGC KINROSS GOLD CORP $36.93万0.01%15,636 -15,996-50.6% -$37.78万 减仓
GARP ISHARES TR $36.93万0.01%4,474 4,474— $36.93万 新建仓
BCS BARCLAYS PLC $37.10万0.01%13,814 1,55812.7% $4.18万 加仓
XEL XCEL ENERGY INC $37.20万0.01%4,633 -106-2.2% -$8,512 减仓
CW CURTISS WRIGHT CORP $37.23万0.01%491 -153-23.8% -$11.60万 减仓
HUM HUMANA INC $37.29万0.01%939 939— $37.29万 新建仓
EXPE EXPEDIA GROUP INC $37.58万0.01%1,469 1158.5% $2.94万 加仓
DCH DAUCH CORP $37.61万0.01%69,386 69,386— $37.61万 新建仓
AME AMETEK INC $37.65万0.01%1,556 402.6% $9,678 加仓
GCAL GOLDMAN SACHS ETF TR $37.68万0.01%7,360 7,360— $37.68万 新建仓
CGNX COGNEX CORP $37.69万0.01%5,205 140.3% $1,014 加仓
IDEV ISHARES TR $37.72万0.01%4,237 -53-1.2% -$4,718 减仓
TM TOYOTA MOTOR CORP $37.77万0.01%2,243 -542-19.5% -$9.13万 减仓
IUSG ISHARES TR $37.89万0.01%2,015 22712.7% $4.27万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $37.90万0.01%1,529 -588-27.8% -$14.58万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $38.23万0.01%14,132 -118,871-89.4% -$321.54万 减仓
ECL ECOLAB INC $38.28万0.01%1,374 -4-0.3% -$1,114 减仓
AVT AVNET INC $38.60万0.01%4,346 -51-1.2% -$4,529 减仓
GPC GENUINE PARTS CO $38.64万0.01%3,275 -11-0.3% -$1,298 减仓
SU SUNCOR ENERGY INC NEW $38.70万0.01%7,210 6169.3% $3.31万 加仓
MSTR STRATEGY INC $38.75万0.01%4,458 661.5% $5,737 加仓
HCA HCA HEALTHCARE INC $38.79万0.01%995 -2,551-71.9% -$99.44万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $38.81万0.01%1,553 342.2% $8,498 加仓
WTMF WISDOMTREE TR $38.89万0.01%9,519 -51-0.5% -$2,083 减仓
FOXY SIMPLIFY EXCHANGE TRADED FUN $38.95万0.01%13,075 13,075— $38.95万 新建仓
CM CANADIAN IMPERIAL BANK OF CO $39.01万0.01%3,392 -86-2.5% -$9,890 减仓
NAC NUVEEN CA DIVI ADV MUN $39.19万0.01%32,339 980.3% $1,188 加仓
GSK GSK PLC $39.26万0.01%7,489 2884.0% $1.51万 加仓
ASTS AST SPACEMOBILE INC $39.33万0.01%4,426 3227.8% $2.86万 加仓
PRU PRUDENTIAL FINL INC $39.48万0.01%3,658 732.0% $7,878 加仓
GOVI INVESCO EXCH TRADED FD TR II $39.49万0.01%14,545 8145.9% $2.21万 加仓
EDGF ADVISORS INNER CIRCLE FD II $39.53万0.01%16,041 -1,876-10.5% -$4.62万 减仓
WELL WELLTOWER INC $39.69万0.01%1,749 -22-1.2% -$4,992 减仓
CHAT TIDAL TRUST II $39.71万0.01%4,024 4,024— $39.71万 新建仓
EMXC ISHARES INC $39.73万0.01%3,884 -2,611-40.2% -$26.71万 减仓
SNY SANOFI SA $39.82万0.01%9,333 -269-2.8% -$1.15万 减仓
JRI NUVEEN REAL ASSET INCOME & G $39.83万0.01%30,730 2230.7% $2,890 加仓
IWB ISHARES TR $40.01万0.01%977 10.1% $410 加仓