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
IDV ISHARES TR $109.17万0.04%26,351 3141.2% $1.30万 加仓
CAG CONAGRA BRANDS INC $109.22万0.04%81,145 31,27762.7% $42.10万 加仓
CSX CSX CORP $109.42万0.04%23,022 -571-2.4% -$2.71万 减仓
CRWV COREWEAVE INC $109.71万0.04%11,022 1,39514.5% $13.89万 加仓
LHX L3HARRIS TECHNOLOGIES INC $110.01万0.04%3,786 -181-4.6% -$5.26万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $110.91万0.04%23,675 2341.0% $1.10万 加仓
IHF ISHARES TR $111.46万0.04%20,145 -14-0.1% -$775 减仓
VRT VERTIV HOLDINGS CO $111.47万0.04%3,329 1294.0% $4.32万 加仓
SHEL SHELL PLC $111.62万0.04%14,395 -1,155-7.4% -$8.96万 减仓
PNC PNC FINL SVCS GROUP INC $111.74万0.04%4,538 4009.7% $9.85万 加仓
DHI D R HORTON INC $111.84万0.04%6,867 -67-1.0% -$1.09万 减仓
IBIT ISHARES BITCOIN TRUST ETF $111.90万0.04%33,613 12,25357.4% $40.79万 加仓
RIO RIO TINTO PLC $112.17万0.04%11,816 -164-1.4% -$1.56万 减仓
STRL STERLING INFRASTRUCTURE INC $112.64万0.04%1,342 -356-21.0% -$29.88万 减仓
VYMI VANGUARD WHITEHALL FDS $112.71万0.04%11,477 5,844103.7% $57.39万 加仓
PCAR PACCAR INC $113.14万0.04%9,419 2973.3% $3.57万 加仓
PNFP PINNACLE FINL PARTNERS INC $113.77万0.04%11,278 4984.6% $5.02万 加仓
— FIRST TR EXCHNG TRADED FD VI $114.41万0.04%27,986 1,0704.0% $4.37万 加仓
GMF SPDR INDEX SHS FDS $115.20万0.04%7,339 00.0% — 不变
VBK VANGUARD INDEX FDS $115.39万0.04%3,155 -777-19.8% -$28.42万 减仓
SPMO INVESCO EXCH TRADED FD TR II $115.52万0.04%7,151 85713.6% $13.84万 加仓
NOBL PROSHARES TR $116.55万0.04%20,753 1650.8% $9,267 加仓
TAP MOLSON COORS BEVERAGE CO $116.66万0.04%29,944 2,4148.8% $9.41万 加仓
FANG DIAMONDBACK ENERGY INC $117.10万0.04%6,662 -237-3.4% -$4.17万 减仓
ONEQ FIDELITY COMWLTH TR $117.36万0.04%11,370 -100-0.9% -$1.03万 减仓
NOC NORTHROP GRUMMAN CORP $118.13万0.04%2,319 -64-2.7% -$3.26万 减仓
COR CENCORA INC $118.50万0.04%4,188 -754-15.3% -$21.33万 减仓
BKNG BOOKING HOLDINGS INC $118.79万0.04%6,665 2654.1% $4.72万 加仓
VGSH VANGUARD SCOTTSDALE FDS $121.47万0.04%20,870 12,163139.7% $70.79万 加仓
GAP GAP INC $121.70万0.04%65,149 4,2296.9% $7.90万 加仓
OKLO OKLO INC $121.99万0.04%23,313 1,7388.1% $9.09万 加仓
SPTM SPDR SERIES TRUST $122.17万0.04%13,456 -1,034-7.1% -$9.39万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $122.55万0.04%54,808 7,16515.0% $16.02万 加仓
AVDE AMERICAN CENTY ETF TR $122.65万0.04%13,750 1,87715.8% $16.74万 加仓
FMB FIRST TR EXCH TRADED FD III $123.29万0.04%24,002 970.4% $4,983 加仓
RDVY FIRST TR EXCHANGE TRADED FD $123.70万0.04%15,260 5,95864.1% $48.30万 加仓
GD GENERAL DYNAMICS CORP $123.72万0.04%3,492 842.5% $2.98万 加仓
PWR QUANTA SVCS INC $125.05万0.04%1,737 452.7% $3.24万 加仓
CRM SALESFORCE INC $125.16万0.04%7,989 -980-10.9% -$15.35万 减仓
XBI SPDR SERIES TRUST $125.40万0.04%7,924 6428.8% $10.16万 加仓
SCHW SCHWAB CHARLES CORP $125.48万0.04%13,600 4473.4% $4.12万 加仓
— DIMENSIONAL ETF TRUST $126.82万0.04%48,478 4100.9% $1.07万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $127.90万0.04%26,546 -3,148-10.6% -$15.17万 减仓
CRH CRH PLC $128.46万0.04%12,005 2672.3% $2.86万 加仓
SRE SEMPRA $129.59万0.04%13,978 -813-5.5% -$7.54万 减仓
GEL GENESIS ENERGY L P $129.78万0.04%91,588 -38-0.0% -$538 减仓
SHOP SHOPIFY INC $130.44万0.04%11,424 -1,571-12.1% -$17.94万 减仓
BNY BANK NEW YORK MELLON CORP $131.30万0.04%9,080 -156-1.7% -$2.26万 减仓
PAAS PAN AMERN SILVER CORP $132.18万0.04%29,511 -438-1.5% -$1.96万 减仓
XLU SELECT SECTOR SPDR TR $132.71万0.04%29,270 5,78524.6% $26.23万 加仓
UTG REAVES UTIL INCOME FD $133.31万0.04%32,738 -6,405-16.4% -$26.08万 减仓
UAL UNITED AIRLS HLDGS INC $135.78万0.04%9,985 1,32815.3% $18.06万 加仓
— ALLSPRING MULTI SECTOR INCOM $136.11万0.04%147,782 -9,471-6.0% -$8.72万 减仓
IWP ISHARES TR $137.07万0.04%9,362 2,90244.9% $42.49万 加仓
MPC MARATHON PETE CORP $137.48万0.04%5,377 -1,835-25.4% -$46.92万 减仓
TXN TEXAS INSTRS INC $137.48万0.04%4,612 -475-9.3% -$14.16万 减仓
GMAY FIRST TR EXCHNG TRADED FD VI $137.73万0.05%32,000 32,000— $137.73万 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $139.77万0.05%10,489 2192.1% $2.92万 加仓
SPHB INVESCO EXCH TRADED FD TR II $140.11万0.05%9,005 2002.3% $3.11万 加仓
CAH CARDINAL HEALTH INC $142.24万0.05%5,987 -8,397-58.4% -$199.49万 减仓
KMI KINDER MORGAN INC DEL $142.38万0.05%44,535 8461.9% $2.70万 加仓
WDC WESTERN DIGITAL CORP $142.66万0.05%2,234 1,164108.8% $74.33万 加仓
IBDW ISHARES TR $142.75万0.05%68,497 5,8659.4% $12.22万 加仓
STLD STEEL DYNAMICS INC $143.57万0.05%6,257 1312.1% $3.01万 加仓
GSIE GOLDMAN SACHS ETF TR $144.23万0.05%31,560 10,62650.8% $48.56万 加仓
ITW ILLINOIS TOOL WKS INC $144.88万0.05%5,357 -429-7.4% -$11.60万 减仓
VRTX VERTEX PHARMACEUTICALS INC $145.57万0.05%2,930 1555.6% $7.70万 加仓
USIG ISHARES TR $147.87万0.05%28,830 -630-2.1% -$3.23万 减仓
NKE NIKE INC $148.01万0.05%36,055 -846-2.3% -$3.47万 减仓
TT TRANE TECHNOLOGIES PLC $148.44万0.05%3,022 2077.4% $10.17万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.05%2 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $149.84万0.05%16,116 4,10734.2% $38.19万 重新持有
USFD US FOODS HLDG CORP $150.00万0.05%14,670 1,0717.9% $10.95万 加仓
ORA ORMAT TECHNOLOGIES INC $150.41万0.05%13,812 13,812— $150.41万 新建仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $150.67万0.05%38,077 -195-0.5% -$7,716 减仓
FLEX FLEXTRONICS INTL LTD $151.28万0.05%9,334 -3,748-28.7% -$60.74万 减仓
SYY SYSCO CORP $151.92万0.05%18,176 6133.5% $5.12万 加仓
EMB ISHARES TR $152.10万0.05%15,771 3062.0% $2.95万 加仓
BX BLACKSTONE INC $152.43万0.05%12,954 -424-3.2% -$4.99万 减仓
WM WASTE MGMT INC DEL $152.58万0.05%6,846 2674.1% $5.95万 加仓
AMLP ALPS ETF TR $154.68万0.05%29,832 2410.8% $1.25万 加仓
ABT ABBOTT LABORATORIES $155.09万0.05%17,092 4782.9% $4.34万 加仓
VOE VANGUARD INDEX FDS $155.21万0.05%7,855 2543.3% $5.02万 加仓
XJQCX NUVEEN CR STRATEGIES INCOME $156.13万0.05%321,246 -43,000-11.8% -$20.90万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $156.23万0.05%34,320 -204-0.6% -$9,286 减仓
DYNF BLACKROCK ETF TRUST $157.69万0.05%23,186 7623.4% $5.18万 加仓
CMCSA COMCAST CORP NEW $159.22万0.05%64,857 7,74613.6% $19.02万 加仓
DE DEERE & CO $161.32万0.05%2,543 -139-5.2% -$8.82万 减仓
JCPB J P MORGAN EXCHANGE TRADED F $163.46万0.05%34,822 7722.3% $3.62万 加仓
EME EMCOR GROUP INC $164.00万0.05%1,976 -93-4.5% -$7.72万 减仓
COWZ PACER FDS TR $164.34万0.05%26,422 1,5546.2% $9.67万 加仓
IHDG WISDOMTREE TR $164.95万0.05%31,491 -3-0.0% -$157 减仓
GSY INVESCO ACTIVELY MANAGED EXC $168.71万0.06%33,642 7,14727.0% $35.84万 加仓
ISRG INTUITIVE SURGICAL INC $168.79万0.06%4,244 -403-8.7% -$16.03万 减仓
AZN ASTRAZENECA PLC $168.88万0.06%8,906 81310.0% $15.42万 加仓
STIP ISHARES TR $169.69万0.06%16,610 1,0416.7% $10.63万 加仓
SCHG SCHWAB STRATEGIC TR $169.79万0.06%50,176 -6,704-11.8% -$22.69万 减仓
KEN KENON HLDGS LTD $169.84万0.06%25,403 1,2015.0% $8.03万 加仓
IGV ISHARES TR $169.91万0.06%18,754 -8,900-32.2% -$80.64万 减仓
C CITIGROUP INC $170.29万0.06%12,167 660.5% $9,238 加仓