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
— EXXON MOBIL CORP $00.00%0 -107,213-100.0% -$1,818.98万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -95,311-100.0% -$292.78万 清仓
PAHC PHIBRO ANIMAL HEALTH CORP $00.00%0 -49,019-100.0% -$271.12万 清仓
— HONEYWELL INTL INC $00.00%0 -10,822-100.0% -$244.62万 清仓
CAIE CALAMOS ETF TR $00.00%0 -69,222-100.0% -$174.02万 清仓
VXX BARCLAYS BANK PLC $00.00%0 -46,764-100.0% -$166.95万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -26,734-100.0% -$163.21万 清仓
CCJ CAMECO CORP $00.00%0 -14,679-100.0% -$159.43万 清仓
IXP ISHARES TR $00.00%0 -13,232-100.0% -$151.98万 清仓
USO UNITED STS OIL FD LP $00.00%0 -7,324-100.0% -$93.19万 清仓
SHV ISHARES TR $00.00%0 -7,414-100.0% -$81.85万 清仓
XHB SPDR SERIES TRUST $00.00%0 -8,269-100.0% -$81.63万 清仓
CCL CARNIVAL CORP $00.00%0 -30,681-100.0% -$79.40万 清仓
DOX AMDOCS LTD $00.00%0 -9,163-100.0% -$59.80万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -1,941-100.0% -$58.39万 清仓
CIB GRUPO CIBEST SA $00.00%0 -7,772-100.0% -$56.59万 清仓
DGRW WISDOMTREE TR $00.00%0 -6,326-100.0% -$55.57万 清仓
ZTS ZOETIS INC $00.00%0 -4,447-100.0% -$52.57万 清仓
VTRS VIATRIS INC $00.00%0 -31,906-100.0% -$43.11万 清仓
PEGA PEGASYSTEMS INC $00.00%0 -9,242-100.0% -$39.33万 清仓
— ISHARES TR $00.00%0 -42,850-100.0% -$39.29万 清仓
IRMD IRADIMED CORP $00.00%0 -3,973-100.0% -$38.24万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -2,573-100.0% -$36.76万 清仓
CSGP COSTAR GROUP INC $00.00%0 -7,497-100.0% -$30.24万 清仓
GFI GOLD FIELDS LTD $00.00%0 -6,499-100.0% -$29.50万 清仓
— ORACLE CORP $00.00%0 -6,500-100.0% -$29.26万 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -2,964-100.0% -$28.45万 清仓
EMN EASTMAN CHEM CO $00.00%0 -3,545-100.0% -$27.06万 清仓
— VANECK ETF TRUST $00.00%0 -7,553-100.0% -$25.80万 清仓
LKQ LKQ CORP $00.00%0 -8,489-100.0% -$24.93万 清仓
EUFN ISHARES TR $00.00%0 -7,097-100.0% -$24.73万 清仓
CHRD CHORD ENERGY CORPORATION $00.00%0 -1,718-100.0% -$24.42万 清仓
— ADVISORS INNER CIRCLE FD II $00.00%0 -8,479-100.0% -$24.02万 清仓
OSIS OSI SYSTEMS INC $00.00%0 -877-100.0% -$23.29万 清仓
VRSK VERISK ANALYTICS INC $00.00%0 -1,225-100.0% -$23.25万 清仓
EDGH ADVISORS INNER CIRCLE FD II $00.00%0 -6,785-100.0% -$23.21万 清仓
VCR VANGUARD WORLD FD $00.00%0 -641-100.0% -$23.01万 清仓
URNM SPROTT FDS TR $00.00%0 -3,600-100.0% -$22.73万 清仓
TLH ISHARES TR $00.00%0 -2,257-100.0% -$22.73万 清仓
IYG ISHARES TR $00.00%0 -2,727-100.0% -$22.59万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -1,561-100.0% -$22.32万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,754-100.0% -$22.23万 清仓
OMC OMNICOM GROUP INC $00.00%0 -2,950-100.0% -$22.21万 清仓
OUNZ VANECK MERK GOLD ETF $00.00%0 -4,925-100.0% -$22.19万 清仓
PIPR PIPER SANDLER COMPANIES $00.00%0 -2,849-100.0% -$21.81万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -2,636-100.0% -$21.70万 清仓
BJ BJS WHSL CLUB HLDGS INC $00.00%0 -2,172-100.0% -$21.38万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -1,416-100.0% -$21.24万 清仓
— TASEKO MINES LTD $00.00%0 -32,783-100.0% -$21.14万 清仓
BEPC BROOKFIELD RENEWABLE CORP $00.00%0 -5,295-100.0% -$21.09万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -6,075-100.0% -$21.07万 清仓
VICI VICI PPTYS INC $00.00%0 -7,656-100.0% -$20.92万 清仓
ZROZ PIMCO ETF TR $00.00%0 -3,262-100.0% -$20.88万 清仓
SOLV SOLVENTUM CORP $00.00%0 -3,193-100.0% -$20.85万 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -8,304-100.0% -$20.84万 清仓
SCHI SCHWAB STRATEGIC TR $00.00%0 -9,033-100.0% -$20.49万 清仓
G GENPACT LIMITED $00.00%0 -5,475-100.0% -$20.39万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -4,260-100.0% -$20.33万 清仓
IR INGERSOLL RAND INC $00.00%0 -2,521-100.0% -$20.20万 清仓
MUR MURPHY OIL CORP $00.00%0 -4,881-100.0% -$20.14万 清仓
BVN COMPANIA DE MINAS BUENAVENTU $00.00%0 -5,570-100.0% -$20.07万 清仓
NFG NATIONAL FUEL GAS CO $00.00%0 -2,136-100.0% -$20.07万 清仓
NU NU HLDGS LTD $00.00%0 -13,556-100.0% -$19.48万 清仓
EC ECOPETROL S A $00.00%0 -11,265-100.0% -$16.89万 清仓
WT WISDOMTREE INC $00.00%0 -11,589-100.0% -$16.87万 清仓
— INVESCO QUALITY MUN INCOME T $00.00%0 -15,300-100.0% -$14.72万 清仓
WIW WESTERN AST INFL LKD OPP & I $00.00%0 -16,633-100.0% -$14.07万 清仓
BBDC BARINGS BDC INC $00.00%0 -17,084-100.0% -$14.06万 清仓
VKQ INVESCO MUNICIPAL TRUST $00.00%0 -14,000-100.0% -$13.33万 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -10,307-100.0% -$12.89万 清仓
OBDC BLUE OWL CAPITAL CORPORATION $00.00%0 -11,453-100.0% -$12.67万 清仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $00.00%0 -10,564-100.0% -$11.87万 清仓
PSEC PROSPECT CAP CORP $00.00%0 -38,027-100.0% -$9.93万 清仓
PFLT PENNANTPARK FLOATING RATE CA $00.00%0 -11,801-100.0% -$9.49万 清仓
— EVOLUTION PETE CORP $00.00%0 -19,538-100.0% -$8.95万 清仓
NMFC NEW MTN FIN CORP $00.00%0 -11,488-100.0% -$8.91万 清仓
VNET VNET GROUP INC $00.00%0 -10,153-100.0% -$8.52万 清仓
— CION INVT CORP $00.00%0 -12,392-100.0% -$8.48万 清仓
— BLACKROCK TCP CAPITAL CORP $00.00%0 -16,929-100.0% -$6.11万 清仓
LAC LITHIUM AMERS CORP NEW $00.00%0 -15,313-100.0% -$6.05万 清仓
— DOLLY VARDEN SILVER CORP $00.00%0 -12,398-100.0% -$3.32万 清仓
— NOUVEAU MONDE GRAPHITE INC $00.00%0 -10,000-100.0% -$2.24万 清仓
— CHEESECAKE FACTORY INC $00.00%0 -20,000-100.0% -$1.97万 清仓
— DATAVAULT AI INC $6,6500.00%19,000 00.0% — 不变
— PSQ HOLDINGS INC $1.06万0.00%265,000 25,00010.4% $1,003 加仓
— SURF AIR MOBILITY INC $1.20万0.00%10,340 10,340— $1.20万 新建仓
— ACTUATE THERAPEUTICS INC $1.68万0.00%10,973 10,973— $1.68万 新建仓
GETYQ GETTY IMAGES HOLDINGS INC $1.72万0.00%20,039 20,039— $1.72万 新建仓
— SPHERE 3D CORP NEW $3.04万0.00%11,000 11,000— $3.04万 新建仓
— GREENIDGE GENERATION HLDGS I $3.40万0.00%19,002 19,002— $3.40万 新建仓
GERN GERON CORP $3.46万0.00%27,000 -26-0.1% -$33 减仓
— BNY MELLON HIGH YIELD STRATE $4.06万0.00%16,787 3672.2% $888 加仓
MNKD MANNKIND CORP $4.86万0.00%11,413 6015.6% $2,560 加仓
TMC TMC THE METALS COMPANY INC $5.36万0.00%12,095 80.1% $35 加仓
— CBRE GBL REAL ESTATE INC FD $5.64万0.00%12,230 2321.9% $1,070 加仓
RC READY CAPITAL CORP $6.41万0.00%36,639 -1,181-3.1% -$2,067 减仓
NAK NORTHERN DYNASTY MINERALS LT $6.78万0.00%35,300 35,300— $6.78万 新建仓
ENIC ENEL CHILE SA $6.88万0.00%15,288 1,0087.1% $4,536 加仓
DNN DENISON MINES CORP $7.21万0.00%23,554 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC $7.74万0.00%13,278 6795.4% $3,958 加仓