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 |
|---|---|---|---|---|---|---|---|---|
| OLN | OLIN CORP | $80.23万 | 0.03% | 26,987 | 166 | 0.6% | $4,935 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $80.37万 | 0.03% | 14,664 | 2 | 0.0% | $110 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $80.56万 | 0.03% | 11,014 | -549 | -4.7% | -$4.02万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $81.02万 | 0.03% | 3,962 | -348 | -8.1% | -$7.12万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $81.20万 | 0.03% | 4,889 | 219 | 4.7% | $3.64万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $81.51万 | 0.03% | 10,115 | 7,059 | 231.0% | $56.88万 | 加仓 |
| XHB | SPDR SERIES TRUST | $81.63万 | 0.03% | 8,269 | 249 | 3.1% | $2.46万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $81.79万 | 0.03% | 19,226 | 1,304 | 7.3% | $5.55万 | 加仓 |
| SHV | ISHARES TR | $81.85万 | 0.03% | 7,414 | 123 | 1.7% | $1.36万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $82.07万 | 0.03% | 21,360 | 3,057 | 16.7% | $11.75万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $82.43万 | 0.03% | 31,069 | 31,069 | — | $82.43万 | 新建仓 |
| IWP | ISHARES TR | $82.76万 | 0.03% | 6,460 | -58,335 | -90.0% | -$747.35万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $82.87万 | 0.03% | 5,770 | 292 | 5.3% | $4.19万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $83.15万 | 0.03% | 4,243 | 188 | 4.6% | $3.68万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $83.40万 | 0.03% | 25,188 | 3,403 | 15.6% | $11.27万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $83.48万 | 0.03% | 8,875 | 100 | 1.1% | $9,406 | 加仓 |
| IQV | IQVIA HLDGS INC | $83.55万 | 0.03% | 4,899 | 153 | 3.2% | $2.61万 | 加仓 |
| IGF | ISHARES TR | $83.74万 | 0.03% | 12,499 | -118 | -0.9% | -$7,906 | 减仓 |
| SHYD | VANECK ETF TRUST | $84.20万 | 0.03% | 37,160 | -10,671 | -22.3% | -$24.18万 | 减仓 |
| GDX | VANECK ETF TRUST | $84.35万 | 0.03% | 9,191 | 2,498 | 37.3% | $22.92万 | 加仓 |
| IHF | ISHARES TR | $84.36万 | 0.03% | 20,159 | 1 | 0.0% | $42 | 加仓 |
| NOW | SERVICENOW INC | $84.74万 | 0.03% | 8,105 | 1,609 | 24.8% | $16.82万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $84.78万 | 0.03% | 17,833 | -10,097 | -36.2% | -$48.00万 | 减仓 |
| ADSK | AUTODESK INC | $85.25万 | 0.03% | 3,561 | 1,167 | 48.7% | $27.94万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $85.63万 | 0.03% | 13,082 | -349 | -2.6% | -$2.28万 | 减仓 |
| PFXF | VANECK ETF TRUST | $85.94万 | 0.03% | 48,996 | 3,254 | 7.1% | $5.71万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $86.12万 | 0.03% | 4,138 | 233 | 6.0% | $4.85万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $86.47万 | 0.03% | 6,892 | -52 | -0.7% | -$6,524 | 减仓 |
| IUSB | ISHARES TR | $86.78万 | 0.03% | 18,788 | -2,298 | -10.9% | -$10.61万 | 减仓 |
| — | STRATEGY SHS | $87.82万 | 0.03% | 40,210 | 21 | 0.1% | $459 | 加仓 |
| MUB | ISHARES TR | $88.05万 | 0.03% | 8,295 | 386 | 4.9% | $4.10万 | 加仓 |
| USB | US BANCORP | $88.19万 | 0.03% | 16,956 | -1,721 | -9.2% | -$8.95万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $89.35万 | 0.03% | 36,635 | 12,173 | 49.8% | $29.69万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $90.29万 | 0.03% | 20,934 | 1,074 | 5.4% | $4.63万 | 加仓 |
| INTU | INTUIT | $91.00万 | 0.03% | 2,105 | 304 | 16.9% | $13.14万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $91.90万 | 0.03% | 28,709 | 4,450 | 18.3% | $14.24万 | 加仓 |
| LIN | LINDE PLC | $92.85万 | 0.03% | 1,873 | -154 | -7.6% | -$7.63万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $92.86万 | 0.03% | 10,780 | 10,780 | — | $92.86万 | 新建仓 |
| PWR | QUANTA SVCS INC | $92.87万 | 0.03% | 1,692 | 6 | 0.4% | $3,293 | 加仓 |
| XBI | SPDR SERIES TRUST | $93.01万 | 0.03% | 7,282 | -1,057 | -12.7% | -$13.50万 | 减仓 |
| USO | UNITED STS OIL FD LP | $93.19万 | 0.03% | 7,324 | 7,324 | — | $93.19万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $93.42万 | 0.03% | 10,120 | -3,022 | -23.0% | -$27.90万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $93.68万 | 0.03% | 9,298 | -1,402 | -13.1% | -$14.13万 | 减仓 |
| OGS | ONE GAS INC | $94.06万 | 0.03% | 10,921 | 83 | 0.8% | $7,149 | 加仓 |
| TIP | ISHARES TR | $94.65万 | 0.04% | 8,577 | 338 | 4.1% | $3.73万 | 加仓 |
| MDT | MEDTRONIC PLC | $94.72万 | 0.04% | 10,932 | 1,928 | 21.4% | $16.71万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $94.91万 | 0.04% | 10,700 | -699 | -6.1% | -$6.20万 | 减仓 |
| GCOW | PACER FDS TR | $95.08万 | 0.04% | 20,563 | 1,543 | 8.1% | $7.13万 | 加仓 |
| DHI | D R HORTON INC | $95.15万 | 0.04% | 6,934 | 510 | 7.9% | $7.00万 | 加仓 |
| EOG | EOG RES INC | $95.20万 | 0.04% | 6,585 | 751 | 12.9% | $10.86万 | 加仓 |
| YUM | YUM BRANDS INC | $95.66万 | 0.04% | 6,153 | 840 | 15.8% | $13.06万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $96.29万 | 0.04% | 15,703 | 2,765 | 21.4% | $16.96万 | 加仓 |
| IAGG | ISHARES TR | $96.34万 | 0.04% | 19,253 | 2,824 | 17.2% | $14.13万 | 加仓 |
| KGC | KINROSS GOLD CORP | $96.54万 | 0.04% | 31,632 | 31,632 | — | $96.54万 | 新建仓 |
| CSX | CSX CORP | $96.85万 | 0.04% | 23,593 | 695 | 3.0% | $2.85万 | 加仓 |
| TMUS | T-MOBILE US INC | $97.25万 | 0.04% | 4,630 | 445 | 10.6% | $9.35万 | 加仓 |
| DHR | DANAHER CORP DEL | $97.27万 | 0.04% | 5,130 | -433 | -7.8% | -$8.21万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $97.39万 | 0.04% | 11,470 | -545 | -4.5% | -$4.63万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $98.10万 | 0.04% | 16,317 | -1,318 | -7.5% | -$7.92万 | 减仓 |
| TXN | TEXAS INSTRS INC | $98.77万 | 0.04% | 5,087 | 1,080 | 27.0% | $20.97万 | 加仓 |
| HUBB | HUBBELL INC | $98.82万 | 0.04% | 2,014 | 248 | 14.0% | $12.17万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $99.32万 | 0.04% | 3,557 | 116 | 3.4% | $3.24万 | 加仓 |
| EXC | EXELON CORP | $99.50万 | 0.04% | 20,299 | 322 | 1.6% | $1.58万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $99.86万 | 0.04% | 4,915 | -900 | -15.5% | -$18.29万 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $99.91万 | 0.04% | 7,339 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $100.04万 | 0.04% | 12,621 | -12 | -0.1% | -$951 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $100.42万 | 0.04% | 2,563 | -130 | -4.8% | -$5.09万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $100.73万 | 0.04% | 11,873 | 4,155 | 53.8% | $35.25万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $100.77万 | 0.04% | 47,643 | 10,825 | 29.4% | $22.89万 | 加仓 |
| NRG | NRG ENERGY INC | $101.23万 | 0.04% | 6,927 | 1,684 | 32.1% | $24.61万 | 加仓 |
| ARGT | GLOBAL X FDS | $101.24万 | 0.04% | 10,849 | 175 | 1.6% | $1.63万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $101.40万 | 0.04% | 20,357 | -1,292 | -6.0% | -$6.44万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $102.09万 | 0.04% | 23,441 | 1,119 | 5.0% | $4.87万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $102.09万 | 0.04% | 8,805 | -55 | -0.6% | -$6,377 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $102.26万 | 0.04% | 25,044 | -2,285 | -8.4% | -$9.33万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $103.86万 | 0.04% | 4,145 | -3,114 | -42.9% | -$78.02万 | 减仓 |
| PCAR | PACCAR INC | $105.36万 | 0.04% | 9,122 | -51 | -0.6% | -$5,890 | 减仓 |
| OKLO | OKLO INC | $106.99万 | 0.04% | 21,575 | 260 | 1.2% | $1.29万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $107.03万 | 0.04% | 26,916 | 1,956 | 7.8% | $7.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $107.77万 | 0.04% | 23,485 | 540 | 2.4% | $2.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $107.86万 | 0.04% | 256 | 141 | 122.6% | $59.41万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $108.18万 | 0.04% | 2,493 | 1,002 | 67.2% | $43.48万 | 加仓 |
| NOBL | PROSHARES TR | $109.13万 | 0.04% | 10,294 | 210 | 2.1% | $2.23万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $109.57万 | 0.04% | 9,236 | 794 | 9.4% | $9.42万 | 加仓 |
| AGI | ALAMOS GOLD INC | $109.92万 | 0.04% | 24,740 | -71 | -0.3% | -$3,155 | 减仓 |
| STLD | STEEL DYNAMICS INC | $110.26万 | 0.04% | 6,126 | -1,980 | -24.4% | -$35.64万 | 减仓 |
| IDV | ISHARES TR | $110.81万 | 0.04% | 26,037 | 114 | 0.4% | $4,852 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $111.18万 | 0.04% | 5,648 | 45 | 0.8% | $8,858 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $111.55万 | 0.04% | 31,477 | -178,825 | -85.0% | -$633.75万 | 减仓 |
| RIO | RIO TINTO PLC | $111.76万 | 0.04% | 11,980 | -678 | -5.4% | -$6.33万 | 减仓 |
| NVS | NOVARTIS AG | $112.32万 | 0.04% | 7,353 | 137 | 1.9% | $2.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $112.72万 | 0.04% | 15,488 | -188 | -1.2% | -$1.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $113.68万 | 0.04% | 48,068 | 560 | 1.2% | $1.32万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $113.77万 | 0.04% | 10,270 | -423 | -4.0% | -$4.69万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $113.87万 | 0.04% | 15,275 | 4,498 | 41.7% | $33.53万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $114.56万 | 0.04% | 14,490 | -80 | -0.5% | -$6,325 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $116.97万 | 0.04% | 3,408 | 120 | 3.6% | $4.12万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $117.31万 | 0.04% | 2,815 | -271 | -8.8% | -$11.29万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $118.54万 | 0.04% | 27,530 | 8,974 | 48.4% | $38.64万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $118.83万 | 0.04% | 3,932 | 199 | 5.3% | $6.01万 | 加仓 |