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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $56.79万 | 0.02% | 4,497 | 51 | 1.1% | $6,441 | 加仓 |
| SAP | SAP SE | $56.81万 | 0.02% | 3,318 | 778 | 30.6% | $13.32万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $57.39万 | 0.02% | 2,785 | 122 | 4.6% | $2.51万 | 加仓 |
| EWJ | ISHARES INC | $57.45万 | 0.02% | 6,803 | 573 | 9.2% | $4.84万 | 加仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $57.68万 | 0.02% | 2,965 | 200 | 7.2% | $3.89万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $58.09万 | 0.02% | 8,383 | -751 | -8.2% | -$5.20万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.19万 | 0.02% | 7,748 | -259 | -3.2% | -$1.95万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $58.39万 | 0.02% | 1,941 | 20 | 1.0% | $6,017 | 加仓 |
| IHI | ISHARES TR | $58.41万 | 0.02% | 10,948 | 47 | 0.4% | $2,507 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $58.46万 | 0.02% | 12,483 | 5,489 | 78.5% | $25.71万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $58.61万 | 0.02% | 4,471 | 169 | 3.9% | $2.22万 | 加仓 |
| IWY | ISHARES TR | $58.85万 | 0.02% | 2,365 | 186 | 8.5% | $4.63万 | 加仓 |
| FOXA | FOX CORP | $58.99万 | 0.02% | 10,101 | -657 | -6.1% | -$3.84万 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $59.20万 | 0.02% | 6,347 | -11 | -0.2% | -$1,026 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $59.40万 | 0.02% | 6,029 | -699 | -10.4% | -$6.89万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $59.45万 | 0.02% | 15,474 | 8 | 0.1% | $307 | 加仓 |
| DOX | AMDOCS LTD | $59.80万 | 0.02% | 9,163 | 4 | 0.0% | $261 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $59.97万 | 0.02% | 37,765 | 21,890 | 137.9% | $34.76万 | 加仓 |
| PGR | PROGRESSIVE CORP | $60.12万 | 0.02% | 3,033 | 151 | 5.2% | $2.99万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $60.36万 | 0.02% | 1,018 | -41 | -3.9% | -$2.43万 | 减仓 |
| ADI | ANALOG DEVICES INC | $60.55万 | 0.02% | 1,903 | 375 | 24.5% | $11.93万 | 加仓 |
| AZO | AUTOZONE INC | $60.60万 | 0.02% | 179 | 5 | 2.9% | $1.69万 | 加仓 |
| BLK | BLACKROCK INC | $61.09万 | 0.02% | 635 | -279 | -30.5% | -$26.84万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $61.46万 | 0.02% | 29,407 | -4,825 | -14.1% | -$10.08万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $62.04万 | 0.02% | 13,847 | -41,370 | -74.9% | -$185.34万 | 减仓 |
| VST | VISTRA CORP | $62.13万 | 0.02% | 4,133 | -1,523 | -26.9% | -$22.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $62.32万 | 0.02% | 8,761 | -21 | -0.2% | -$1,494 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $62.60万 | 0.02% | 27,243 | 91 | 0.3% | $2,091 | 加仓 |
| BP | BP PLC | $63.03万 | 0.02% | 13,410 | -1,281 | -8.7% | -$6.02万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $63.49万 | 0.02% | 5,917 | -505 | -7.9% | -$5.42万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $63.51万 | 0.02% | 9,302 | -2,858 | -23.5% | -$19.51万 | 减仓 |
| AFL | AFLAC INC | $63.93万 | 0.02% | 5,827 | -572 | -8.9% | -$6.28万 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $64.04万 | 0.02% | 125,568 | -235 | -0.2% | -$1,199 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $64.11万 | 0.02% | 17,858 | -80 | -0.4% | -$2,872 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $64.11万 | 0.02% | 14,153 | 190 | 1.4% | $8,607 | 加仓 |
| VV | VANGUARD INDEX FDS | $64.15万 | 0.02% | 2,146 | 238 | 12.5% | $7.11万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $64.15万 | 0.02% | 36,388 | 0 | 0.0% | — | 不变 |
| — | WSTRN AST GLBL CORP OPP FD I | $64.17万 | 0.02% | 59,635 | -800 | -1.3% | -$8,608 | 减仓 |
| ACWI | ISHARES TR | $64.18万 | 0.02% | 4,638 | -24 | -0.5% | -$3,321 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $64.28万 | 0.02% | 718 | -130 | -15.3% | -$11.64万 | 减仓 |
| AIQ | GLOBAL X FDS | $64.43万 | 0.02% | 13,805 | 1,265 | 10.1% | $5.90万 | 加仓 |
| SHLD | GLOBAL X FDS | $64.71万 | 0.02% | 9,134 | 1,713 | 23.1% | $12.14万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $64.88万 | 0.02% | 6,726 | 1,008 | 17.6% | $9.72万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $65.47万 | 0.02% | 9,626 | -112 | -1.2% | -$7,618 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $65.78万 | 0.02% | 4,021 | -244 | -5.7% | -$3.99万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $65.79万 | 0.02% | 26,797 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $66.54万 | 0.02% | 5,791 | 5,791 | — | $66.54万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $66.59万 | 0.02% | 12,860 | -16 | -0.1% | -$829 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $66.76万 | 0.02% | 11,168 | -87 | -0.8% | -$5,201 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $67.07万 | 0.02% | 103,500 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $67.07万 | 0.02% | 1,283 | 141 | 12.3% | $7.37万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $67.18万 | 0.02% | 8,928 | 230 | 2.6% | $1.73万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $67.49万 | 0.02% | 10,443 | 1,289 | 14.1% | $8.33万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $67.63万 | 0.03% | 14,417 | 924 | 6.8% | $4.33万 | 加仓 |
| ADBE | ADOBE INC | $68.05万 | 0.03% | 2,800 | -924 | -24.8% | -$22.46万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $68.14万 | 0.03% | 13,121 | -4,191 | -24.2% | -$21.76万 | 减仓 |
| MCO | MOODYS CORP | $68.15万 | 0.03% | 1,562 | 6 | 0.4% | $2,618 | 加仓 |
| SLB | SLB LIMITED | $68.18万 | 0.03% | 13,267 | 11 | 0.1% | $565 | 加仓 |
| BAX | BAXTER INTL INC | $68.21万 | 0.03% | 40,601 | -713 | -1.7% | -$1.20万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $68.27万 | 0.03% | 5,182 | 326 | 6.7% | $4.29万 | 加仓 |
| MELI | MERCADOLIBRE INC | $68.30万 | 0.03% | 395 | 131 | 49.6% | $22.65万 | 加仓 |
| XAR | SPDR SERIES TRUST | $68.32万 | 0.03% | 2,690 | 158 | 6.2% | $4.01万 | 加仓 |
| SHY | ISHARES TR | $68.33万 | 0.03% | 8,276 | -192 | -2.3% | -$1.59万 | 减仓 |
| ENB | ENBRIDGE INC | $68.40万 | 0.03% | 12,633 | 526 | 4.3% | $2.85万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $68.50万 | 0.03% | 48,105 | 3,192 | 7.1% | $4.55万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $68.53万 | 0.03% | 23,484 | 270 | 1.2% | $7,879 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $68.53万 | 0.03% | 13,619 | -458 | -3.3% | -$2.30万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $68.83万 | 0.03% | 13,636 | -412 | -2.9% | -$2.08万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $69.09万 | 0.03% | 3,984 | 179 | 4.7% | $3.10万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $69.15万 | 0.03% | 1,698 | -43 | -2.5% | -$1.75万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $69.34万 | 0.03% | 15,660 | -2,780 | -15.1% | -$12.31万 | 减仓 |
| HPQ | HP INC | $69.63万 | 0.03% | 36,247 | 25,138 | 226.3% | $48.29万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $70.56万 | 0.03% | 6,294 | 2,284 | 57.0% | $25.60万 | 加仓 |
| APP | APPLOVIN CORP | $70.73万 | 0.03% | 1,777 | -163 | -8.4% | -$6.49万 | 减仓 |
| HEFA | ISHARES TR | $71.10万 | 0.03% | 16,731 | -272 | -1.6% | -$1.16万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $71.38万 | 0.03% | 13,526 | -2,202 | -14.0% | -$11.62万 | 减仓 |
| TPSC | TIMOTHY PLAN | $72.63万 | 0.03% | 17,111 | -16,078 | -48.4% | -$68.24万 | 减仓 |
| GLPI | GAMING & LEISURE P | $72.75万 | 0.03% | 16,397 | 23 | 0.1% | $1,021 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $72.80万 | 0.03% | 5,349 | -179 | -3.2% | -$2.44万 | 减仓 |
| IXC | ISHARES TR | $72.87万 | 0.03% | 12,649 | -579 | -4.4% | -$3.34万 | 减仓 |
| EQT | EQT CORP | $72.91万 | 0.03% | 11,457 | -47 | -0.4% | -$2,991 | 减仓 |
| — | ENERGY TRANSFER L P | $73.64万 | 0.03% | 63,647 | 63,647 | — | $73.64万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $73.74万 | 0.03% | 24,522 | -1,005 | -3.9% | -$3.02万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $74.03万 | 0.03% | 10,499 | 364 | 3.6% | $2.57万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $74.08万 | 0.03% | 2,531 | -304 | -10.7% | -$8.90万 | 减仓 |
| CRWV | COREWEAVE INC | $74.58万 | 0.03% | 9,627 | 837 | 9.5% | $6.48万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $74.70万 | 0.03% | 16,700 | -475 | -2.8% | -$2.12万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $74.99万 | 0.03% | 32,296 | 3,676 | 12.8% | $8.54万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $75.18万 | 0.03% | 22,262 | -1,461 | -6.2% | -$4.93万 | 减仓 |
| ETN | EATON CORP PLC | $75.31万 | 0.03% | 2,106 | 38 | 1.8% | $1.36万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $75.37万 | 0.03% | 8,801 | 165 | 1.9% | $1.41万 | 加仓 |
| GWW | WW GRAINGER INC | $75.63万 | 0.03% | 693 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOM | $76.24万 | 0.03% | 63,266 | -1,210 | -1.9% | -$1.46万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $77.24万 | 0.03% | 3,002 | 36 | 1.2% | $9,263 | 加仓 |
| IYH | ISHARES TR | $77.47万 | 0.03% | 12,568 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $78.39万 | 0.03% | 49,868 | 611 | 1.2% | $9,605 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $79.30万 | 0.03% | 4,349 | 133 | 3.2% | $2.43万 | 加仓 |
| CCL | CARNIVAL CORP | $79.40万 | 0.03% | 30,681 | 9,533 | 45.1% | $24.67万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $79.70万 | 0.03% | 8,657 | 4,416 | 104.1% | $40.66万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $80.19万 | 0.03% | 3,200 | 168 | 5.5% | $4.21万 | 加仓 |