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 |
|---|---|---|---|---|---|---|---|---|
| FBT | FIRST TR EXCHANGE-TRADED FD | $42.51万 | 0.02% | 2,117 | 36 | 1.7% | $7,230 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $42.52万 | 0.02% | 6,776 | 943 | 16.2% | $5.92万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $42.73万 | 0.02% | 8,555 | 1,513 | 21.5% | $7.56万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $42.74万 | 0.02% | 2,314 | 87 | 3.9% | $1.61万 | 加仓 |
| ENFR | ALPS ETF TR | $42.76万 | 0.02% | 11,192 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $42.95万 | 0.02% | 3,550 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $42.96万 | 0.02% | 1,754 | 33 | 1.9% | $8,083 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $43.09万 | 0.02% | 1,335 | 86 | 6.9% | $2.78万 | 加仓 |
| VTRS | VIATRIS INC | $43.11万 | 0.02% | 31,906 | 31,906 | — | $43.11万 | 新建仓 |
| CMF | ISHARES TR | $43.14万 | 0.02% | 7,587 | 474 | 6.7% | $2.70万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $43.18万 | 0.02% | 83,514 | -6,273 | -7.0% | -$3.24万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $43.22万 | 0.02% | 3,819 | -171 | -4.3% | -$1.94万 | 减仓 |
| DASH | DOORDASH INC | $43.23万 | 0.02% | 2,879 | 398 | 16.0% | $5.98万 | 加仓 |
| PPL | PPL CORP | $43.28万 | 0.02% | 11,330 | 806 | 7.7% | $3.08万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $43.38万 | 0.02% | 11,977 | 2,369 | 24.7% | $8.58万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $43.39万 | 0.02% | 35,187 | 58 | 0.2% | $715 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $43.60万 | 0.02% | 6,594 | -498 | -7.0% | -$3.29万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $43.67万 | 0.02% | 5,910 | 293 | 5.2% | $2.17万 | 加仓 |
| GSC | GOLDMAN SACHS ETF TR | $43.87万 | 0.02% | 8,030 | 343 | 4.5% | $1.87万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $43.89万 | 0.02% | 644 | 20 | 3.2% | $1.36万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.04万 | 0.02% | 3,021 | -205 | -6.4% | -$2.99万 | 减仓 |
| EDGF | ADVISORS INNER CIRCLE FD II | $44.32万 | 0.02% | 17,917 | 7,934 | 79.5% | $19.62万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $44.77万 | 0.02% | 39,862 | 29 | 0.1% | $326 | 加仓 |
| SMR | NUSCALE PWR CORP | $44.83万 | 0.02% | 41,352 | 3,910 | 10.4% | $4.24万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $45.04万 | 0.02% | 17,243 | -1,642 | -8.7% | -$4.29万 | 减仓 |
| NG | NOVAGOLD RESOURCES INC | $45.17万 | 0.02% | 50,300 | 296 | 0.6% | $2,658 | 加仓 |
| VXUS | VANGUARD STAR FDS | $45.21万 | 0.02% | 5,862 | -3,462 | -37.1% | -$26.70万 | 减仓 |
| IONQ | IONQ INC | $45.31万 | 0.02% | 15,716 | -167 | -1.1% | -$4,815 | 减仓 |
| IEUR | ISHARES TR | $45.37万 | 0.02% | 6,456 | 1,856 | 40.3% | $13.04万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $45.45万 | 0.02% | 6,272 | 650 | 11.6% | $4.71万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $45.82万 | 0.02% | 9,013 | 55 | 0.6% | $2,796 | 加仓 |
| REGL | PROSHARES TR | $45.86万 | 0.02% | 5,308 | 36 | 0.7% | $3,111 | 加仓 |
| DDS | DILLARDS INC | $45.89万 | 0.02% | 802 | 28 | 3.6% | $1.60万 | 加仓 |
| FAST | FASTENAL CO | $45.97万 | 0.02% | 9,907 | 4,328 | 77.6% | $20.08万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $46.04万 | 0.02% | 5,402 | -17 | -0.3% | -$1,449 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $46.14万 | 0.02% | 10,274 | -381 | -3.6% | -$1.71万 | 减仓 |
| SNY | SANOFI SA | $46.26万 | 0.02% | 9,602 | 1,122 | 13.2% | $5.41万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $46.28万 | 0.02% | 1,218 | -3 | -0.2% | -$1,140 | 减仓 |
| PTC | PTC INC | $46.31万 | 0.02% | 3,250 | 188 | 6.1% | $2.68万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $46.54万 | 0.02% | 4,988 | 96 | 2.0% | $8,958 | 加仓 |
| LNG | CHENIERE ENERGY INC | $46.55万 | 0.02% | 1,641 | -9,973 | -85.9% | -$282.93万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $46.56万 | 0.02% | 1,530 | -5 | -0.3% | -$1,522 | 减仓 |
| NVT | NVENT ELEC PLC | $46.66万 | 0.02% | 3,945 | 316 | 8.7% | $3.74万 | 加仓 |
| SJM | SMUCKER J M CO | $46.72万 | 0.02% | 4,844 | 4,844 | — | $46.72万 | 新建仓 |
| R | RYDER SYS INC | $46.87万 | 0.02% | 2,290 | 128 | 5.9% | $2.62万 | 加仓 |
| AVA | AVISTA CORP | $46.96万 | 0.02% | 11,699 | -813 | -6.5% | -$3.26万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $47.05万 | 0.02% | 8,598 | -170 | -1.9% | -$9,303 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $47.21万 | 0.02% | 5,337 | 1,989 | 59.4% | $17.59万 | 加仓 |
| CPRT | COPART INC | $47.37万 | 0.02% | 14,269 | -2,615 | -15.5% | -$8.68万 | 减仓 |
| ACWX | ISHARES TR | $47.43万 | 0.02% | 6,927 | -184 | -2.6% | -$1.26万 | 减仓 |
| CME | CME GROUP INC | $47.60万 | 0.02% | 1,612 | -212 | -11.6% | -$6.26万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $47.84万 | 0.02% | 4,655 | 35 | 0.8% | $3,597 | 加仓 |
| HYMB | SPDR SERIES TRUST | $47.88万 | 0.02% | 19,307 | 54 | 0.3% | $1,339 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $47.88万 | 0.02% | 25,537 | -5,050 | -16.5% | -$9.47万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $47.96万 | 0.02% | 7,378 | -1,909 | -20.6% | -$12.41万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $48.10万 | 0.02% | 13,066 | 1,473 | 12.7% | $5.42万 | 加仓 |
| — | VANGUARD MUN BD FDS | $48.18万 | 0.02% | 4,700 | 1,700 | 56.7% | $17.43万 | 加仓 |
| CAVA | CAVA GROUP INC | $48.62万 | 0.02% | 6,009 | 221 | 3.8% | $1.79万 | 加仓 |
| TFC | TRUIST FINL CORP | $48.81万 | 0.02% | 10,618 | -1,013 | -8.7% | -$4.66万 | 减仓 |
| CIEN | CIENA CORP | $49.34万 | 0.02% | 1,271 | -489 | -27.8% | -$18.98万 | 减仓 |
| VHT | VANGUARD WORLD FD | $49.40万 | 0.02% | 1,814 | -27 | -1.5% | -$7,354 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $49.43万 | 0.02% | 1,779 | -1,497 | -45.7% | -$41.60万 | 减仓 |
| IBDX | ISHARES TR | $49.84万 | 0.02% | 19,724 | 2,919 | 17.4% | $7.38万 | 加仓 |
| — | BANK AMERICA CORP | $50.16万 | 0.02% | 421 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX ETF TRUST | $50.19万 | 0.02% | 10,945 | 1,559 | 16.6% | $7.15万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $50.46万 | 0.02% | 4,529 | 695 | 18.1% | $7.74万 | 加仓 |
| DG | DOLLAR GEN CORP | $50.58万 | 0.02% | 4,260 | 271 | 6.8% | $3.22万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $50.63万 | 0.02% | 19,632 | -2,101 | -9.7% | -$5.42万 | 减仓 |
| IGIB | ISHARES TR | $50.71万 | 0.02% | 9,528 | 1,434 | 17.7% | $7.63万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $50.97万 | 0.02% | 8,707 | -53 | -0.6% | -$3,103 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $50.99万 | 0.02% | 6,781 | -9 | -0.1% | -$677 | 减仓 |
| EMXC | ISHARES INC | $51.09万 | 0.02% | 6,495 | -911 | -12.3% | -$7.17万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $51.49万 | 0.02% | 3,274 | -1,249 | -27.6% | -$19.64万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $51.53万 | 0.02% | 1,436 | 247 | 20.8% | $8.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.54万 | 0.02% | 20,824 | 1,079 | 5.5% | $2.67万 | 加仓 |
| SYK | STRYKER CORPORATION | $51.62万 | 0.02% | 1,571 | -98 | -5.9% | -$3.22万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $52.51万 | 0.02% | 25,728 | 385 | 1.5% | $7,858 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $52.53万 | 0.02% | 2,649 | -1,258 | -32.2% | -$24.95万 | 减仓 |
| LMNR | LIMONEIRA CO | $52.55万 | 0.02% | 39,160 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $52.57万 | 0.02% | 4,447 | 1,206 | 37.2% | $14.26万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $52.84万 | 0.02% | 16,699 | 274 | 1.7% | $8,669 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $53.02万 | 0.02% | 3,921 | 603 | 18.2% | $8.15万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $53.09万 | 0.02% | 5,633 | 5,633 | — | $53.09万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $53.39万 | 0.02% | 4,075 | -161 | -3.8% | -$2.11万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $53.63万 | 0.02% | 16,681 | 16,681 | — | $53.63万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $54.08万 | 0.02% | 8,370 | 486 | 6.2% | $3.14万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $54.22万 | 0.02% | 28,812 | 88 | 0.3% | $1,656 | 加仓 |
| MLPA | GLOBAL X FDS | $54.52万 | 0.02% | 10,120 | 10,120 | — | $54.52万 | 新建仓 |
| BOND | PIMCO ETF TR | $54.59万 | 0.02% | 5,915 | -260,072 | -97.8% | -$2,400.03万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $54.77万 | 0.02% | 18,393 | 1,499 | 8.9% | $4.46万 | 加仓 |
| MSTR | STRATEGY INC | $54.81万 | 0.02% | 4,392 | 137 | 3.2% | $1.71万 | 加仓 |
| TER | TERADYNE INC | $54.82万 | 0.02% | 1,849 | 135 | 7.9% | $4.00万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $54.99万 | 0.02% | 10,824 | -1,784 | -14.1% | -$9.06万 | 减仓 |
| BBY | BEST BUY INC | $55.15万 | 0.02% | 8,591 | 1,679 | 24.3% | $10.78万 | 加仓 |
| DGRW | WISDOMTREE TR | $55.57万 | 0.02% | 6,326 | 6,326 | — | $55.57万 | 新建仓 |
| BHK | BLACKROCK CORE BD TR | $55.58万 | 0.02% | 60,681 | -1,340 | -2.2% | -$1.23万 | 减仓 |
| ROST | ROSS STORES INC | $55.81万 | 0.02% | 2,576 | 127 | 5.2% | $2.75万 | 加仓 |
| ALB | ALBEMARLE CORP | $56.27万 | 0.02% | 3,134 | -8 | -0.3% | -$1,436 | 减仓 |
| EMR | EMERSON ELEC CO | $56.33万 | 0.02% | 4,299 | -277 | -6.1% | -$3.63万 | 减仓 |
| CIB | GRUPO CIBEST SA | $56.59万 | 0.02% | 7,772 | -213 | -2.7% | -$1.55万 | 减仓 |