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
— ADVISORS INNER CIRCLE FD III $50.77万0.02%12,622 4,89863.4% $19.70万 加仓
TD TORONTO DOMINION BK ONT $50.87万0.02%4,189 -799-16.0% -$9.70万 减仓
ENB ENBRIDGE INC $51.06万0.02%9,419 -3,214-25.4% -$17.42万 减仓
BKLN INVESCO EXCH TRADED FD TR II $51.10万0.02%25,085 -643-2.5% -$1.31万 减仓
ELF E L F BEAUTY INC $51.16万0.02%6,913 2,15145.2% $15.92万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $51.30万0.02%10,288 -211-2.0% -$1.05万 减仓
CDW CDW CORP $51.35万0.02%3,651 3,651— $51.35万 新建仓
LMNR LIMONEIRA CO $51.42万0.02%39,160 00.0% — 不变
FTSL FIRST TR EXCHANGE-TRADED FD $51.47万0.02%11,501 -2,346-16.9% -$10.50万 减仓
CL COLGATE PALMOLIVE CO $51.51万0.02%5,618 2164.0% $1.98万 加仓
JLL JONES LANG LASALLE INC $51.64万0.02%1,666 1368.9% $4.22万 加仓
RF REGIONS FINANCIAL CORP NEW $51.81万0.02%17,156 -87-0.5% -$2,627 减仓
XMMO INVESCO EXCHANGE TRADED FD T $51.84万0.02%3,047 37213.9% $6.33万 加仓
CF CF INDUSTRIES HOLD $51.89万0.02%4,793 3,077179.3% $33.31万 加仓
DASH DOORDASH INC $52.00万0.02%2,818 -61-2.1% -$1.13万 减仓
BINC BLACKROCK ETF TRUST II $52.02万0.02%9,939 -3,182-24.3% -$16.66万 减仓
VIGI VANGUARD WHITEHALL FDS $52.49万0.02%5,621 2845.3% $2.65万 加仓
CALI BLACKROCK ETF TRUST II $52.59万0.02%10,407 2,02624.2% $10.24万 加仓
MLPA GLOBAL X FDS $52.66万0.02%9,920 -200-2.0% -$1.06万 减仓
PNQI INVESCO EXCHANGE TRADED FD T $52.75万0.02%11,575 -5,125-30.7% -$23.36万 减仓
EXE EXPAND ENERGY CORPORATION $52.76万0.02%5,786 5,786— $52.76万 新建仓
— BANK AMERICA CORP $52.81万0.02%421 00.0% — 不变
BOND PIMCO ETF TR $53.41万0.02%5,793 -122-2.1% -$1.12万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $53.42万0.02%10,979 1551.4% $7,542 加仓
DT DYNATRACE INC $53.77万0.02%12,245 2,78429.4% $12.22万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $53.95万0.02%2,239 2,239— $53.95万 新建仓
OLN OLIN CORP $54.37万0.02%27,433 4461.7% $8,840 加仓
SHLD GLOBAL X FDS $54.40万0.02%9,110 -24-0.3% -$1,433 减仓
VONV VANGUARD SCOTTSDALE FDS $54.70万0.02%5,145 5,145— $54.70万 新建仓
EMR EMERSON ELEC CO $54.92万0.02%3,836 -463-10.8% -$6.63万 减仓
IBDX ISHARES TR $54.98万0.02%21,825 2,10110.7% $5.29万 加仓
SJM SMUCKER J M CO $55.42万0.02%4,926 821.7% $9,226 加仓
PCEF INVESCO EXCH TRADED FD TR II $55.43万0.02%27,290 -1,522-5.3% -$3.09万 减仓
CNI CANADIAN NATL RY CO $55.64万0.02%4,666 110.2% $1,312 加仓
BHK BLACKROCK CORE BD TR $55.64万0.02%60,681 00.0% — 不变
AZO AUTOZONE INC $55.71万0.02%174 -5-2.8% -$1.60万 减仓
QEFA SPDR INDEX SHS FDS $55.93万0.02%5,826 -521-8.2% -$5.00万 减仓
UTHR UNITED THERAPEUTICS CORP DEL $55.97万0.02%1,033 151.5% $8,127 加仓
ULTA ULTA BEAUTY INC $56.15万0.02%1,245 -38-3.0% -$1.71万 减仓
LITE LUMENTUM HLDGS INC $56.46万0.02%658 16834.3% $14.41万 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $56.88万0.02%1,495 -141-8.6% -$5.36万 减仓
IMFL INVESCO EXCH TRD SLF IDX FD $57.12万0.02%16,632 -67-0.4% -$2,301 减仓
ROST ROSS STORES INC $57.56万0.02%2,704 1285.0% $2.72万 加仓
RIVN RIVIAN AUTOMOTIVE INC $57.57万0.02%33,183 10,28244.9% $17.84万 加仓
CDNS CADENCE DESIGN SYSTEM INC $57.80万0.02%1,540 -239-13.4% -$8.97万 减仓
CGDG CAPITAL GROUP DIVIDEND GROWE $57.82万0.02%15,414 -2,444-13.7% -$9.17万 减仓
QBTS D-WAVE QUANTUM INC $57.85万0.02%24,114 24,114— $57.85万 新建仓
POR PORTLAND GEN ELEC CO $57.98万0.02%11,187 -2,339-17.3% -$12.12万 减仓
GTO INVESCO ACTIVELY MANAGED EXC $58.19万0.02%12,414 -69-0.6% -$3,234 减仓
IXC ISHARES TR $58.84万0.02%11,976 -673-5.3% -$3.31万 减仓
EWJ ISHARES INC $59.01万0.02%6,327 -476-7.0% -$4.44万 减仓
PGR PROGRESSIVE CORP $59.92万0.02%2,743 -290-9.6% -$6.33万 减仓
ILDR FIRST TR EXCHNG TRADED FD VI $60.03万0.02%15,296 -3,097-16.8% -$12.15万 减仓
NOK NOKIA CORP $60.11万0.02%45,267 26,133136.6% $34.70万 加仓
AVUV AMERICAN CENTY ETF TR $60.36万0.02%4,838 2,835141.5% $35.37万 加仓
AEP AMERICAN ELEC PWR CO INC $60.73万0.02%4,439 -32-0.7% -$4,378 减仓
— WSTRN AST GLBL CORP OPP FD I $60.77万0.02%56,635 -3,000-5.0% -$3.22万 减仓
MNST MONSTER BEVERAGE CORP NEW $60.78万0.02%6,323 510.8% $4,902 加仓
BLK BLACKROCK INC $60.80万0.02%632 -3-0.5% -$2,886 减仓
ACP ABRDN INCOME CREDIT STRATEGI $61.32万0.02%117,918 -7,650-6.1% -$3.98万 减仓
TFC TRUIST FINL CORP $61.42万0.02%12,328 1,71016.1% $8.52万 加仓
FAPR FIRST TR EXCHNG TRADED FD VI $61.57万0.02%13,173 2,89928.2% $13.55万 加仓
SLB SLB LIMITED $61.59万0.02%13,249 -18-0.1% -$837 减仓
ADBE ADOBE INC $61.85万0.02%3,017 2177.8% $4.45万 加仓
R RYDER SYS INC $62.42万0.02%2,367 773.4% $2.03万 加仓
ABNB AIRBNB INC $63.17万0.02%4,414 -83-1.8% -$1.19万 减仓
GSC GOLDMAN SACHS ETF TR $63.37万0.02%9,154 1,12414.0% $7.78万 加仓
FPF FIRST TR INTER DURATN PFD & $63.38万0.02%34,880 -1,508-4.1% -$2.74万 减仓
SNOW SNOWFLAKE INC $63.45万0.02%2,493 36617.2% $9.31万 加仓
PCY INVESCO EXCH TRADED FD TR II $63.85万0.02%29,492 850.3% $1,840 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $63.94万0.02%34,423 -327,209-90.5% -$607.79万 减仓
PH PARKER-HANNIFIN CORP $64.08万0.02%655 -63-8.8% -$6.16万 减仓
VST VISTRA CORP $64.25万0.02%4,050 -83-2.0% -$1.32万 减仓
PZA INVESCO EXCH TRADED FD TR II $64.30万0.02%27,337 940.3% $2,211 加仓
EQT EQT CORP $65.81万0.02%12,377 9208.0% $4.89万 加仓
— DIMENSIONAL ETF TRUST $66.06万0.02%8,023 -738-8.4% -$6.08万 减仓
BBY BEST BUY INC $66.84万0.02%8,809 2182.5% $1.65万 加仓
VEU VANGUARD INTL EQUITY INDEX F $67.44万0.02%8,052 3043.9% $2.55万 加仓
— HANCOCK JOHN PFD INCOME FD I $67.46万0.02%46,397 -1,708-3.6% -$2.48万 减仓
SCHF SCHWAB STRATEGIC TR $67.74万0.02%24,455 3,63117.4% $10.06万 加仓
AIG AMERICAN INTL GROUP INC $67.95万0.02%9,117 1892.1% $1.41万 加仓
NVT NVENT ELEC PLC $68.05万0.02%4,012 671.7% $1.14万 加仓
HEFA ISHARES TR $68.20万0.02%14,534 -2,197-13.1% -$10.31万 减仓
BABA ALIBABA GROUP HLDG LTD $68.56万0.02%7,143 2513.6% $2.41万 加仓
JIVE J P MORGAN EXCHANGE TRADED F $68.75万0.02%7,477 -1,324-15.0% -$12.17万 减仓
ROK ROCKWELL AUTOMATION INC $68.92万0.02%1,392 -44-3.1% -$2.18万 减仓
FAUG FIRST TR EXCHNG TRADED FD VI $69.24万0.02%12,253 -607-4.7% -$3.43万 减仓
SPTS SPDR SERIES TRUST $69.44万0.02%23,937 4531.9% $1.31万 加仓
NRG NRG ENERGY INC $69.50万0.02%4,758 -2,169-31.3% -$31.68万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $69.88万0.02%7,756 97514.4% $8.78万 加仓
JOBY JOBY AVIATION INC $70.16万0.02%78,651 32,75371.4% $29.22万 加仓
SCHZ SCHWAB STRATEGIC TR $70.75万0.02%30,589 -1,707-5.3% -$3.95万 减仓
AWK AMERICAN WTR WKS CO INC NEW $70.76万0.02%5,378 290.5% $3,816 加仓
LINC LINCOLN EDL SVCS CORP $71.13万0.02%14,254 14,254— $71.13万 新建仓
KMB KIMBERLY-CLARK CORP $71.49万0.02%6,512 -214-3.2% -$2.35万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $71.65万0.02%37,970 1,3353.6% $2.52万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $71.80万0.02%7,873 -497-5.9% -$4.53万 减仓
AFL AFLAC INC $72.19万0.02%6,157 3305.7% $3.87万 加仓
VTIP VANGUARD MALVERN FDS $72.22万0.02%14,379 5,82468.1% $29.25万 加仓
— ENERGY TRANSFER L P $72.31万0.02%63,097 -550-0.9% -$6,303 减仓