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 |
|---|---|---|---|---|---|---|---|---|
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22,574 | -100.0% | -$233.89万 | 清仓 |
| DNP | DNP SELECT INCOME FD INC | $0 | 0.00% | 0 | -222,917 | -100.0% | -$222.69万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -44,898 | -100.0% | -$184.74万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -23,651 | -100.0% | -$183.30万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -8,537 | -100.0% | -$156.96万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -154,997 | -100.0% | -$125.70万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -561 | -100.0% | -$120.34万 | 清仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -100,000 | -100.0% | -$87.10万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -7,265 | -100.0% | -$85.19万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,848 | -100.0% | -$84.35万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -7,752 | -100.0% | -$79.69万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | -38,629 | -100.0% | -$74.82万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -2,662 | -100.0% | -$56.82万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -7,776 | -100.0% | -$53.98万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -1,799 | -100.0% | -$51.96万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,883 | -100.0% | -$47.51万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -3,859 | -100.0% | -$41.43万 | 清仓 |
| IXUS | ISHARES TR | $0 | 0.00% | 0 | -4,735 | -100.0% | -$40.08万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,667 | -100.0% | -$34.69万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -593 | -100.0% | -$34.03万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -6,797 | -100.0% | -$31.14万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -7,979 | -100.0% | -$30.29万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,966 | -100.0% | -$30.12万 | 清仓 |
| DBEF | DBX ETF TR | $0 | 0.00% | 0 | -5,968 | -100.0% | -$28.71万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,364 | -100.0% | -$27.72万 | 清仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $0 | 0.00% | 0 | -16,957 | -100.0% | -$27.03万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -6,141 | -100.0% | -$26.31万 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -20,305 | -100.0% | -$26.19万 | 清仓 |
| BTO | HANCOCK JOHN FINL OPPTYS FD | $0 | 0.00% | 0 | -7,319 | -100.0% | -$25.68万 | 清仓 |
| — | BLACKROCK MUNIHOLDINGS QUALI | $0 | 0.00% | 0 | -25,000 | -100.0% | -$25.07万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,394 | -100.0% | -$24.93万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -1,436 | -100.0% | -$24.83万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -3,107 | -100.0% | -$24.76万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -1,369 | -100.0% | -$24.56万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,344 | -100.0% | -$24.24万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,186 | -100.0% | -$24.10万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -937 | -100.0% | -$23.76万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -1,439 | -100.0% | -$23.26万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,901 | -100.0% | -$23.04万 | 清仓 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -12,074 | -100.0% | -$22.76万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -170 | -100.0% | -$22.58万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -658 | -100.0% | -$22.57万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -2,658 | -100.0% | -$22.29万 | 清仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -2,196 | -100.0% | -$22.01万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -3,680 | -100.0% | -$21.75万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,176 | -100.0% | -$21.72万 | 清仓 |
| UFPT | UFP TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,360 | -100.0% | -$21.68万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HANCOCK JOHN PREM DIVID FD | $0 | 0.00% | 0 | -16,833 | -100.0% | -$21.38万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -834 | -100.0% | -$21.06万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -1,652 | -100.0% | -$21.06万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETG | EATON VANCE TX ADV GLBL DIV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MANAGED PORTFOLIO SERIES | $0 | 0.00% | 0 | -8,209 | -100.0% | -$20.54万 | 清仓 |
| IWN | ISHARES TR | $0 | 0.00% | 0 | -1,122 | -100.0% | -$20.33万 | 清仓 |
| FVAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,813 | -100.0% | -$20.33万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -561 | -100.0% | -$20.20万 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW | $0 | 0.00% | 0 | -12,725 | -100.0% | -$16.81万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -10,796 | -100.0% | -$14.65万 | 清仓 |
| SLI | STANDARD LITHIUM LTD | $0 | 0.00% | 0 | -28,500 | -100.0% | -$12.74万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -20,797 | -100.0% | -$11.23万 | 清仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9.37万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -10,964 | -100.0% | -$8.45万 | 清仓 |
| — | SUMMIT HOTEL PPTYS | $0 | 0.00% | 0 | -25,000 | -100.0% | -$2.48万 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -17,400 | -100.0% | -$3,684 | 清仓 |
| — | PSQ HOLDINGS INC | $1.07万 | 0.00% | 240,000 | 55,000 | 29.7% | $2,442 | 加仓 |
| — | DATAVAULT AI INC | $1.17万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| — | CHEESECAKE FACTORY INC | $1.97万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | NOUVEAU MONDE GRAPHITE INC | $2.24万 | 0.00% | 10,000 | 10,000 | — | $2.24万 | 新建仓 |
| MNKD | MANNKIND CORP | $2.65万 | 0.00% | 10,812 | -9 | -0.1% | -$22 | 减仓 |
| — | DOLLY VARDEN SILVER CORP | $3.32万 | 0.00% | 12,398 | 146 | 1.2% | $391 | 加仓 |
| — | BNY MELLON HIGH YIELD STRATE | $4.01万 | 0.00% | 16,420 | 225 | 1.4% | $549 | 加仓 |
| GERN | GERON CORP | $4.03万 | 0.00% | 27,026 | -13 | -0.0% | -$19 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5.27万 | 0.00% | 11,998 | 224 | 1.9% | $983 | 加仓 |
| ENIC | ENEL CHILE SA | $5.63万 | 0.00% | 14,280 | -12 | -0.1% | -$47 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $5.64万 | 0.00% | 12,087 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $6.05万 | 0.00% | 15,313 | 28 | 0.2% | $111 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $6.11万 | 0.00% | 16,929 | -2,218 | -11.6% | -$8,007 | 减仓 |
| RC | READY CAPITAL CORP | $6.13万 | 0.00% | 37,820 | -208 | -0.5% | -$337 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.34万 | 0.00% | 12,599 | 1,273 | 11.2% | $6,403 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $6.86万 | 0.00% | 10,397 | 186 | 1.8% | $1,228 | 加仓 |
| WEN | WENDYS CO | $7.58万 | 0.00% | 10,910 | 586 | 5.7% | $4,073 | 加仓 |
| QS | QUANTUMSCAPE CORP | $7.68万 | 0.00% | 12,032 | -318 | -2.6% | -$2,029 | 减仓 |
| DNN | DENISON MINES CORP | $8.31万 | 0.00% | 23,554 | 1,328 | 6.0% | $4,688 | 加仓 |
| — | CION INVT CORP | $8.48万 | 0.00% | 12,392 | -1,371 | -10.0% | -$9,378 | 减仓 |
| VNET | VNET GROUP INC | $8.52万 | 0.00% | 10,153 | 10,153 | — | $8.52万 | 新建仓 |
| NMFC | NEW MTN FIN CORP | $8.91万 | 0.00% | 11,488 | -1,479 | -11.4% | -$1.15万 | 减仓 |
| — | EVOLUTION PETE CORP | $8.95万 | 0.00% | 19,538 | 19,538 | — | $8.95万 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $9.49万 | 0.00% | 11,801 | -1,609 | -12.0% | -$1.29万 | 减仓 |