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
ACWI ISHARES TR $72.40万0.02%4,612 -26-0.6% -$4,081 减仓
ADI ANALOG DEVICES INC $72.49万0.02%1,825 -78-4.1% -$3.10万 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $72.81万0.02%15,368 -292-1.9% -$1.38万 减仓
CORO BLACKROCK ETF TRUST $72.91万0.02%19,921 3,24019.4% $11.86万 加仓
QQQE DIREXION SHARES ETF TRUST $73.37万0.02%6,013 -16-0.3% -$1,952 减仓
SHY ISHARES TR $73.57万0.02%8,960 6848.3% $5.62万 加仓
RWL INVESCO EXCH TRADED FD TR II $73.67万0.02%5,766 -25-0.4% -$3,194 减仓
CVE CENOVUS ENERGY INC $73.70万0.02%29,707 -1,362-4.4% -$3.38万 减仓
DXYZ DESTINY TECH100 INC $73.84万0.02%28,665 28,665— $73.84万 新建仓
AGI ALAMOS GOLD INC $74.48万0.02%24,548 -192-0.8% -$5,825 减仓
DVN DEVON ENERGY CORP NEW $74.74万0.02%18,088 4,46932.8% $18.47万 加仓
SPSB SPDR SERIES TRUST $75.45万0.02%25,143 6212.5% $1.86万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $75.70万0.02%27,347 5502.1% $1.52万 加仓
SOFI SOFI TECHNOLOGIES INC $75.98万0.02%42,378 4,61312.2% $8.27万 加仓
SYF SYNCHRONY FINANCIAL $76.03万0.02%9,998 3723.9% $2.83万 加仓
MCO MOODYS CORP $76.15万0.02%1,681 1197.6% $5.39万 加仓
BBCA J P MORGAN EXCHANGE TRADED F $76.33万0.02%7,679 -1,196-13.5% -$11.89万 减仓
CEG CONSTELLATION ENERGY CORP $77.02万0.03%3,101 -456-12.8% -$11.33万 减仓
GAPR FIRST TR EXCHNG TRADED FD VI $77.43万0.03%18,580 18,580— $77.43万 新建仓
FSMB FIRST TR EXCH TRADED FD III $77.63万0.03%38,832 -24,903-39.1% -$49.78万 减仓
RQI COHEN & STEERS QUALITY INCOM $77.78万0.03%63,186 -80-0.1% -$985 减仓
XAR SPDR SERIES TRUST $77.93万0.03%2,746 562.1% $1.59万 加仓
TER TERADYNE INC $78.35万0.03%1,619 -230-12.4% -$11.13万 减仓
EOG EOG RES INC $78.56万0.03%6,055 -530-8.0% -$6.88万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $79.11万0.03%21,655 -607-2.7% -$2.22万 减仓
MDT MEDTRONIC PLC $79.23万0.03%10,128 -804-7.4% -$6.29万 减仓
DDOG DATADOG INC $79.54万0.03%3,055 832.8% $2.16万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $79.76万0.03%17,931 2,45715.9% $10.93万 加仓
ACN ACCENTURE PLC IRELAND $79.91万0.03%6,421 3,772142.4% $46.94万 加仓
SPLV INVESCO EXCH TRADED FD TR II $80.01万0.03%10,682 -332-3.0% -$2.49万 减仓
IWY ISHARES TR $80.94万0.03%2,785 42017.8% $12.21万 加仓
VOT VANGUARD INDEX FDS $81.35万0.03%2,656 -346-11.5% -$10.60万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $81.39万0.03%4,244 2235.5% $4.28万 加仓
ETN EATON CORP PLC $81.42万0.03%1,911 -195-9.3% -$8.31万 减仓
GLPI GAMING & LEISURE P $81.97万0.03%18,408 2,01112.3% $8.95万 加仓
IAGG ISHARES TR $82.32万0.03%16,269 -2,984-15.5% -$15.10万 减仓
PRN INVESCO EXCHANGE TRADED FD T $82.38万0.03%3,160 1956.6% $5.08万 加仓
HOOD ROBINHOOD MKTS INC $82.40万0.03%8,217 -166-2.0% -$1.66万 减仓
IGF ISHARES TR $83.24万0.03%12,499 00.0% — 不变
PNW PINNACLE WEST CAP CORP $83.30万0.03%7,785 -1,513-16.3% -$16.19万 减仓
SPEM SPDR INDEX SHS FDS $83.34万0.03%16,094 1,67711.6% $8.68万 加仓
OGS ONE GAS INC $83.75万0.03%10,866 -55-0.5% -$4,239 减仓
— ALLSPRING INCOME OPPORTUNIT $84.11万0.03%129,400 25,90025.0% $16.84万 加仓
IYH ISHARES TR $84.22万0.03%12,568 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $85.09万0.03%10,871 4284.1% $3.35万 加仓
BORR BORR DRILLING LTD $85.88万0.03%207,944 -5,200-2.4% -$2.15万 减仓
TPSC TIMOTHY PLAN $86.19万0.03%17,963 8525.0% $4.09万 加仓
FMHI FIRST TR EXCH TRADED FD III $86.91万0.03%17,923 900.5% $4,364 加仓
PFXF VANECK ETF TRUST $86.92万0.03%48,720 -276-0.6% -$4,924 减仓
RWJ INVESCO EXCH TRADED FD TR II $87.08万0.03%14,635 9997.3% $5.94万 加仓
ADP AUTOMATIC DATA PROCESSING IN $87.13万0.03%3,891 -1,024-20.8% -$22.93万 减仓
BWXT BWX TECHNOLOGIES INC $87.58万0.03%4,500 53813.6% $10.47万 加仓
IQV IQVIA HLDGS INC $87.68万0.03%4,538 -361-7.4% -$6.98万 减仓
EXC EXELON CORP $88.31万0.03%18,943 -1,356-6.7% -$6.32万 减仓
GWW WW GRAINGER INC $88.52万0.03%651 -42-6.1% -$5.71万 减仓
AIQ GLOBAL X FDS $89.66万0.03%13,665 -140-1.0% -$9,185 减仓
IONQ IONQ INC $89.90万0.03%16,880 1,1647.4% $6.20万 加仓
XLB SELECT SECTOR SPDR TR $89.98万0.03%17,703 -8,830-33.3% -$44.88万 减仓
MELI MERCADOLIBRE INC $90.98万0.03%536 14135.7% $23.93万 加仓
VXUS VANGUARD STAR FDS $91.00万0.03%10,645 4,78381.6% $40.89万 加仓
ORLY OREILLY AUTOMOTIVE INC $91.11万0.03%9,893 -227-2.2% -$2.09万 减仓
— STRATEGY SHS $91.90万0.03%40,232 220.1% $503 加仓
APP APPLOVIN CORP $92.02万0.03%1,786 90.5% $4,637 加仓
TIP ISHARES TR $92.26万0.03%8,431 -146-1.7% -$1.60万 减仓
JJSF J & J SNACK FOODS CORP $92.70万0.03%12,620 -1-0.0% -$73 减仓
MUB ISHARES TR $93.06万0.03%8,648 3534.3% $3.80万 加仓
— INVESCO EXCHANGE TRADED FD T $94.63万0.03%14,664 00.0% — 不变
BAX BAXTER INTL INC $94.66万0.03%44,398 3,7979.4% $8.10万 加仓
PTL NORTHERN LTS FD TR IV $94.78万0.03%3,313 -832-20.1% -$23.80万 减仓
DHR DANAHER CORP DEL $95.35万0.03%5,006 -124-2.4% -$2.36万 减仓
YUM YUM BRANDS INC $97.09万0.03%6,073 -80-1.3% -$1.28万 减仓
CHRW C H ROBINSON WORLDWIDE IN $97.13万0.03%5,157 2685.5% $5.05万 加仓
GCOW PACER FDS TR $97.14万0.03%22,434 1,8719.1% $8.10万 加仓
ARGT GLOBAL X FDS $97.33万0.03%10,660 -189-1.7% -$1.73万 减仓
USB US BANCORP $97.39万0.03%16,125 -831-4.9% -$5.02万 减仓
AVEM AMERICAN CENTY ETF TR $98.21万0.03%10,178 630.6% $6,079 加仓
MCK MCKESSON CORP $98.42万0.03%1,303 -1,494-53.4% -$112.85万 减仓
LIN LINDE PLC $98.81万0.03%1,904 311.7% $1.61万 加仓
XLRE SELECT SECTOR SPDR TR $99.21万0.03%22,532 -2,512-10.0% -$11.06万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $99.23万0.03%19,933 -424-2.1% -$2.11万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $99.50万0.03%32,980 1,5034.8% $4.53万 加仓
WSM WILLIAMS SONOMA INC $100.01万0.03%4,291 -58-1.3% -$1.35万 减仓
MSI MOTOROLA SOLUTIONS INC $100.10万0.03%2,410 -83-3.3% -$3.45万 减仓
QTUM ETF SER SOLUTIONS $100.18万0.03%6,057 1402.4% $2.32万 加仓
IUSB ISHARES TR $100.48万0.03%21,773 2,98515.9% $13.78万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $101.28万0.03%20,553 1,3276.9% $6.54万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $102.03万0.03%6,054 87216.8% $14.70万 加仓
DGX QUEST DIAGNOSTICS INC $102.04万0.03%4,815 57213.5% $12.12万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $102.20万0.03%2,643 1124.4% $4.33万 加仓
NVS NOVARTIS AG $102.91万0.03%6,566 -787-10.7% -$12.33万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $103.45万0.03%30,426 1,7176.0% $5.84万 加仓
CGIC CAPITAL GROUP INTERNATIONAL $104.26万0.03%28,651 3,46313.7% $12.60万 加仓
HUBB HUBBELL INC $104.49万0.03%1,997 -17-0.8% -$8,895 减仓
VNQ VANGUARD INDEX FDS $105.48万0.03%10,938 2382.2% $2.30万 加仓
ACWX ISHARES TR $105.84万0.03%13,906 6,979100.8% $53.12万 加仓
MKL MARKEL GROUP INC $106.05万0.03%543 -824-60.3% -$160.93万 减仓
TMUS T-MOBILE US INC $106.67万0.03%6,359 1,72937.3% $29.00万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $107.27万0.04%15,651 -666-4.1% -$4.56万 减仓
VV VANGUARD INDEX FDS $107.47万0.04%3,125 97945.6% $33.67万 加仓
WMB WILLIAMS COS INC $108.99万0.04%14,662 -826-5.3% -$6.14万 减仓