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 |
|---|---|---|---|---|---|---|---|---|
| FMB | FIRST TR EXCH TRADED FD III | $121.11万 | 0.04% | 23,905 | 94 | 0.4% | $4,762 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $122.82万 | 0.05% | 27,276 | 1,851 | 7.3% | $8.33万 | 加仓 |
| BORR | BORR DRILLING LTD | $122.98万 | 0.05% | 213,144 | -108,800 | -33.8% | -$62.78万 | 减仓 |
| CRH | CRH PLC | $123.39万 | 0.05% | 11,738 | -178 | -1.5% | -$1.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $123.61万 | 0.05% | 13,153 | -796 | -5.7% | -$7.48万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $123.94万 | 0.05% | 2,775 | -39 | -1.4% | -$1.74万 | 减仓 |
| GLW | CORNING INC | $125.17万 | 0.05% | 9,206 | 1,047 | 12.8% | $14.24万 | 加仓 |
| SYY | SYSCO CORP | $125.28万 | 0.05% | 17,563 | 1,268 | 7.8% | $9.04万 | 加仓 |
| USFD | US FOODS HLDG CORP | $125.40万 | 0.05% | 13,599 | -134 | -1.0% | -$1.24万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $127.21万 | 0.05% | 63,735 | -15,624 | -19.7% | -$31.19万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $129.62万 | 0.05% | 10,557 | 349 | 3.4% | $4.28万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $130.47万 | 0.05% | 22,424 | -123,787 | -84.7% | -$720.21万 | 减仓 |
| UNP | UNION PAC CORP | $130.78万 | 0.05% | 5,390 | 162 | 3.1% | $3.93万 | 加仓 |
| IBDW | ISHARES TR | $131.09万 | 0.05% | 62,632 | 24,003 | 62.1% | $50.24万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $132.58万 | 0.05% | 26,533 | -1,213 | -4.4% | -$6.06万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $132.79万 | 0.05% | 26,495 | 4,944 | 22.9% | $24.78万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $134.45万 | 0.05% | 12,958 | 2,721 | 26.6% | $28.23万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $136.45万 | 0.05% | 6,899 | 333 | 5.1% | $6.59万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $136.90万 | 0.05% | 3,967 | 414 | 11.7% | $14.29万 | 加仓 |
| C | CITIGROUP INC | $137.23万 | 0.05% | 12,101 | -274 | -2.2% | -$3.11万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $139.65万 | 0.05% | 29,694 | -1,706 | -5.4% | -$8.02万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $140.06万 | 0.05% | 7,601 | 1,030 | 15.7% | $18.98万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $140.24万 | 0.05% | 18,448 | 3,461 | 23.1% | $26.31万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $140.35万 | 0.05% | 22,392 | -2,783 | -11.1% | -$17.44万 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $141.68万 | 0.05% | 157,253 | -2,614 | -1.6% | -$2.36万 | 减仓 |
| BELFB | BEL FUSE INC | $142.82万 | 0.05% | 7,214 | 7,214 | — | $142.82万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $143.25万 | 0.05% | 11,864 | -30 | -0.3% | -$3,622 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.05% | 2 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $143.73万 | 0.05% | 14,791 | -94 | -0.6% | -$9,134 | 减仓 |
| SHEL | SHELL PLC | $144.62万 | 0.05% | 15,550 | 513 | 3.4% | $4.77万 | 加仓 |
| EMB | ISHARES TR | $145.26万 | 0.05% | 15,465 | -483 | -3.0% | -$4.54万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $146.38万 | 0.05% | 40,359 | 10,405 | 34.7% | $37.74万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $146.49万 | 0.05% | 43,689 | -865 | -1.9% | -$2.90万 | 减仓 |
| GAP | GAP INC | $147.43万 | 0.05% | 60,920 | 2,702 | 4.6% | $6.54万 | 加仓 |
| TQQQ | PROSHARES TR | $149.30万 | 0.06% | 35,819 | -4,775 | -11.8% | -$19.90万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $150.48万 | 0.06% | 39,599 | 7,150 | 22.0% | $27.17万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $150.61万 | 0.06% | 5,786 | 2,236 | 63.0% | $58.20万 | 加仓 |
| USIG | ISHARES TR | $150.92万 | 0.06% | 29,460 | 1,577 | 5.7% | $8.08万 | 加仓 |
| DE | DEERE & CO | $151.10万 | 0.06% | 2,682 | 255 | 10.5% | $14.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $151.17万 | 0.06% | 6,579 | -241 | -3.5% | -$5.54万 | 减仓 |
| IHDG | WISDOMTREE TR | $151.64万 | 0.06% | 31,494 | 4,532 | 16.8% | $21.82万 | 加仓 |
| IXP | ISHARES TR | $151.98万 | 0.06% | 13,232 | 494 | 3.9% | $5.67万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $152.72万 | 0.06% | 46,350 | 5,370 | 13.1% | $17.69万 | 加仓 |
| EME | EMCOR GROUP INC | $152.75万 | 0.06% | 2,069 | -34 | -1.6% | -$2.51万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $153.75万 | 0.06% | 39,143 | -15,583 | -28.5% | -$61.21万 | 减仓 |
| BX | BLACKSTONE INC | $153.84万 | 0.06% | 13,378 | 1,905 | 16.6% | $21.91万 | 加仓 |
| SHOP | SHOPIFY INC | $154.14万 | 0.06% | 12,995 | -3,174 | -19.6% | -$37.65万 | 减仓 |
| IEF | ISHARES TR | $154.50万 | 0.06% | 16,189 | 1,706 | 11.8% | $16.28万 | 加仓 |
| ESGU | ISHARES TR | $154.61万 | 0.06% | 10,933 | 50 | 0.5% | $7,071 | 加仓 |
| COR | CENCORA INC | $155.26万 | 0.06% | 4,942 | 144 | 3.0% | $4.52万 | 加仓 |
| ASML | ASML HLDG NV | $155.32万 | 0.06% | 1,176 | -16 | -1.3% | -$2.11万 | 减仓 |
| COWZ | PACER FDS TR | $155.58万 | 0.06% | 24,868 | 1,273 | 5.4% | $7.96万 | 加仓 |
| AMLP | ALPS ETF TR | $155.77万 | 0.06% | 29,591 | 789 | 2.7% | $4.15万 | 加仓 |
| GM | GENERAL MTRS CO | $157.45万 | 0.06% | 21,134 | 14,269 | 207.9% | $106.30万 | 加仓 |
| CCJ | CAMECO CORP | $159.43万 | 0.06% | 14,679 | -577 | -3.8% | -$6.27万 | 减仓 |
| AZN | ASTRAZENECA PLC | $159.61万 | 0.06% | 8,093 | 8,093 | — | $159.61万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $160.31万 | 0.06% | 34,050 | 4,738 | 16.2% | $22.31万 | 加仓 |
| EFG | ISHARES TR | $160.76万 | 0.06% | 14,435 | -1,300 | -8.3% | -$14.48万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $160.98万 | 0.06% | 8,118 | 1,212 | 17.5% | $24.03万 | 加仓 |
| STIP | ISHARES TR | $161.03万 | 0.06% | 15,569 | 410 | 2.7% | $4.24万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $162.59万 | 0.06% | 2,383 | 155 | 7.0% | $10.58万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $163.21万 | 0.06% | 26,734 | -1,611 | -5.7% | -$9.84万 | 减仓 |
| GEL | GENESIS ENERGY L P | $163.37万 | 0.06% | 91,626 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $163.61万 | 0.06% | 29,949 | 165 | 0.6% | $9,014 | 加仓 |
| CMCSA | COMCAST CORP NEW | $163.97万 | 0.06% | 57,111 | 1,660 | 3.0% | $4.77万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $164.20万 | 0.06% | 30,379 | -4,397 | -12.6% | -$23.77万 | 减仓 |
| FIX | COMFORT SYS USA INC | $165.14万 | 0.06% | 1,198 | -154 | -11.4% | -$21.23万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $165.69万 | 0.06% | 56,880 | 13,031 | 29.7% | $37.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $166.05万 | 0.06% | 6,137 | -6,413 | -51.1% | -$173.52万 | 减仓 |
| VXX | BARCLAYS BANK PLC | $166.95万 | 0.06% | 46,764 | 16,656 | 55.3% | $59.46万 | 重新持有 |
| CRM | SALESFORCE INC | $167.43万 | 0.06% | 8,969 | -253 | -2.7% | -$4.72万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $167.59万 | 0.06% | 30,185 | 4,941 | 19.6% | $27.43万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $167.80万 | 0.06% | 3,546 | -429 | -10.8% | -$20.30万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $169.69万 | 0.06% | 6,031 | 36 | 0.6% | $1.01万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $170.57万 | 0.06% | 16,614 | -1,093 | -6.2% | -$11.22万 | 减仓 |
| USHY | ISHARES TR | $171.33万 | 0.06% | 46,506 | 9,980 | 27.3% | $36.77万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $172.01万 | 0.06% | 9,221 | -1,036 | -10.1% | -$19.33万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $172.05万 | 0.06% | 25,653 | 760 | 3.1% | $5.10万 | 加仓 |
| CAIE | CALAMOS ETF TR | $174.02万 | 0.06% | 69,222 | 69,222 | — | $174.02万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $175.41万 | 0.06% | 29,841 | 3,435 | 13.0% | $20.19万 | 加仓 |
| IBHF | ISHARES TR | $175.67万 | 0.06% | 76,544 | 23,647 | 44.7% | $54.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $176.11万 | 0.07% | 7,212 | -420 | -5.5% | -$10.26万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $176.78万 | 0.07% | 38,272 | 38,272 | — | $176.78万 | 新建仓 |
| INTC | INTEL CORP | $176.82万 | 0.07% | 40,069 | -11,207 | -21.9% | -$49.46万 | 减仓 |
| TGT | TARGET CORP | $177.36万 | 0.07% | 14,634 | -247 | -1.7% | -$2.99万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $177.39万 | 0.07% | 364,246 | -640 | -0.2% | -$3,117 | 减仓 |
| MINT | PIMCO ETF TR | $177.67万 | 0.07% | 17,666 | 2,890 | 19.6% | $29.07万 | 加仓 |
| IEI | ISHARES TR | $179.09万 | 0.07% | 15,101 | -146 | -1.0% | -$1.73万 | 减仓 |
| MGV | VANGUARD WORLD FD | $179.12万 | 0.07% | 12,357 | -26 | -0.2% | -$3,769 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $180.04万 | 0.07% | 116,232 | -4,925 | -4.1% | -$7.63万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $180.88万 | 0.07% | 65,944 | -6,583 | -9.1% | -$18.06万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $180.97万 | 0.07% | 32,028 | -165 | -0.5% | -$9,323 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $182.05万 | 0.07% | 39,671 | -1,243 | -3.0% | -$5.70万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $182.15万 | 0.07% | 34,524 | 1,034 | 3.1% | $5.46万 | 加仓 |
| GVUS | GOLDMAN SACHS ETF TR | $182.61万 | 0.07% | 33,281 | 7,783 | 30.5% | $42.71万 | 加仓 |
| NET | CLOUDFLARE INC | $182.68万 | 0.07% | 8,853 | 993 | 12.6% | $20.49万 | 加仓 |
| IYR | ISHARES TR | $184.52万 | 0.07% | 19,513 | 810 | 4.3% | $7.66万 | 加仓 |
| VB | VANGUARD INDEX FDS | $184.57万 | 0.07% | 7,047 | -6 | -0.1% | -$1,571 | 减仓 |
| CMI | CUMMINS INC | $186.02万 | 0.07% | 3,458 | -271 | -7.3% | -$14.58万 | 减仓 |
| EBAY | EBAY INC. | $187.28万 | 0.07% | 20,576 | 257 | 1.3% | $2.34万 | 加仓 |