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
— STEALTHGAS INC $22.81万0.01%28,875 -2,000-6.5% -$1.58万 减仓
AROC ARCHROCK INC $22.78万0.01%5,597 5,597— $22.78万 新建仓
MRNA MODERNA INC $22.77万0.01%3,252 3,252— $22.77万 新建仓
CVLT COMMVAULT SYS INC $22.76万0.01%1,606 1,606— $22.76万 新建仓
ITB ISHARES TR $22.68万0.01%2,171 -128-5.6% -$1.34万 减仓
CERY SPDR SERIES TRUST $22.67万0.01%6,783 88915.1% $2.97万 加仓
GFS GLOBALFOUNDRIES INC $22.65万0.01%2,748 -2,155-44.0% -$17.76万 减仓
VMBS VANGUARD SCOTTSDALE FDS $22.63万0.01%4,835 -712-12.8% -$3.33万 减仓
AUR AURORA INNOVATION INC $22.60万0.01%33,137 1,2593.9% $8,586 加仓
DCO DUCOMMUN INC DEL $22.60万0.01%1,220 1,220— $22.60万 新建仓
BWA BORGWARNER INC $22.38万0.01%3,370 3,370— $22.38万 新建仓
CRVS CORVUS PHARMACEUTICALS INC $22.37万0.01%14,975 -25-0.2% -$374 减仓
TRV TRAVELERS COMPANIES INC $22.33万0.01%676 676— $22.33万 新建仓
ETG EATON VANCE TX ADV GLBL DIV $22.33万0.01%9,484 5346.0% $1.26万 重新持有
MOG/A MOOG INC $22.26万0.01%525 -159-23.2% -$6.74万 减仓
LNT ALLIANT ENERGY CORP $22.24万0.01%2,915 20.1% $153 加仓
FLS FLOWSERVE CORP $22.19万0.01%2,993 2,993— $22.19万 新建仓
DIVO AMPLIFY ETF TR $22.12万0.01%4,839 531.1% $2,422 加仓
H HYATT HOTELS CORP $22.11万0.01%1,141 1,141— $22.11万 新建仓
VONE VANGUARD SCOTTSDALE FDS $22.08万0.01%652 652— $22.08万 新建仓
SONY SONY GROUP CORP $22.08万0.01%11,007 -4,900-30.8% -$9.83万 减仓
ESS ESSEX PPTY TR INC $22.06万0.01%756 -46-5.7% -$1.34万 重新持有
EFX EQUIFAX INC $22.05万0.01%1,389 -131-8.6% -$2.08万 减仓
EHC ENCOMPASS HEALTH CORP $22.04万0.01%2,180 -173-7.4% -$1.75万 减仓
ILMN ILLUMINA INC $22.00万0.01%1,251 1,251— $22.00万 新建仓
DEO DIAGEO PLC $21.97万0.01%2,734 2,734— $21.97万 新建仓
IEO ISHARES TR $21.91万0.01%1,995 351.8% $3,845 加仓
— BONDBLOXX ETF TRUST $21.91万0.01%14,635 -259-1.7% -$3,877 减仓
TTE TOTALENERGIES SE $21.75万0.01%2,798 -1,429-33.8% -$11.11万 减仓
TFLO ISHARES TR $21.75万0.01%4,296 00.0% — 不变
CSW CSW INDUSTRIALS INC $21.74万0.01%781 781— $21.74万 新建仓
J JACOBS SOLUTIONS INC $21.70万0.01%1,722 -273-13.7% -$3.44万 减仓
ITT ITT INC $21.67万0.01%1,096 -77-6.6% -$1.52万 减仓
CAKE CHEESECAKE FACTORY INC $21.65万0.01%2,722 2,722— $21.65万 新建仓
ACIC AMERICAN COASTAL INS CORP $21.60万0.01%19,461 00.0% — 不变
ESGD ISHARES TR $21.56万0.01%2,097 -48-2.2% -$4,935 减仓
NTES NETEASE COM INC $21.54万0.01%1,681 1,681— $21.54万 新建仓
IFLN INVESCO EXCH TRADED FD TR II $21.54万0.01%11,777 00.0% — 不变
— INNOVATOR ETFS TRUST $21.52万0.01%6,843 6,843— $21.52万 新建仓
— GATES INDL CORP PLC $21.52万0.01%7,693 -1,649-17.7% -$4.61万 减仓
SHYD VANECK ETF TRUST $21.51万0.01%9,393 -27,767-74.7% -$63.58万 减仓
DBX DROPBOX INC $21.50万0.01%7,828 921.2% $2,527 重新持有
— FIRST TR EXCHNG TRADED FD VI $21.48万0.01%8,108 8,108— $21.48万 新建仓
SCHP SCHWAB STRATEGIC TR $21.45万0.01%8,093 -152-1.8% -$4,028 减仓
DON WISDOMTREE TR $21.44万0.01%3,794 3,794— $21.44万 新建仓
NSC NORFOLK SOUTHN CORP $21.42万0.01%681 -109-13.8% -$3.43万 减仓
ES EVERSOURCE ENERGY $21.32万0.01%2,950 2,950— $21.32万 新建仓
TROW PRICE T ROWE GROUP INC $21.26万0.01%1,870 1,870— $21.26万 新建仓
CACI CACI INTL INC $21.26万0.01%459 -16-3.4% -$7,412 减仓
B BARRICK MNG CORP $21.25万0.01%5,786 -98-1.7% -$3,600 减仓
BPOP POPULAR INC $21.24万0.01%1,294 -246-16.0% -$4.04万 减仓
EQIX EQUINIX INC $21.17万0.01%203 -9-4.2% -$9,385 减仓
SVM SILVERCORP METALS INC $21.15万0.01%20,943 1660.8% $1,677 加仓
IDA IDACORP INC $21.15万0.01%1,398 -192-12.1% -$2.90万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $21.12万0.01%483 112.3% $4,810 加仓
CAM AB ACTIVE ETFS INC $21.06万0.01%8,371 290.3% $730 加仓
FNV FRANCO NEV CORP $21.05万0.01%1,010 00.0% — 不变
FICO FAIR ISAAC CORP $21.03万0.01%176 -22-11.1% -$2.63万 减仓
— WARNER BROS DISCOVERY INC $20.97万0.01%7,866 5467.5% $1.46万 加仓
SWK STANLEY BLACK & DECKER INC $20.97万0.01%2,228 2,228— $20.97万 新建仓
MOD MODINE MFG CO $20.96万0.01%785 -213-21.3% -$5.69万 减仓
VCYT VERACYTE INC $20.94万0.01%3,566 3,566— $20.94万 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $20.88万0.01%2,573 -1,365-34.7% -$11.08万 减仓
NWE NORTHWESTERN ENERGY GROUP IN $20.86万0.01%2,913 -431-12.9% -$3.09万 减仓
FRDM EA SERIES TRUST $20.81万0.01%2,855 2,855— $20.81万 新建仓
FSS FEDERAL SIGNAL CORP $20.79万0.01%1,618 1,618— $20.79万 新建仓
PPTA PERPETUA RESOURCES CORP $20.76万0.01%10,000 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $20.73万0.01%5,628 -2,447-30.3% -$9.01万 减仓
DECK DECKERS OUTDOOR CORP $20.69万0.01%2,084 2,084— $20.69万 新建仓
GBCI GLACIER BANCORP INC NEW $20.68万0.01%4,009 4,009— $20.68万 新建仓
COIN COINBASE GLOBAL INC $20.67万0.01%1,414 -66-4.5% -$9,649 减仓
ITRI ITRON INC $20.65万0.01%2,387 -439-15.5% -$3.80万 减仓
SPHY SPDR SERIES TRUST $20.62万0.01%8,799 -642-6.8% -$1.50万 减仓
VMI VALMONT INDS INC $20.62万0.01%357 357— $20.62万 新建仓
TKO TKO GROUP HOLDINGS INC $20.59万0.01%1,023 1,023— $20.59万 新建仓
PYPL PAYPAL HLDGS INC $20.56万0.01%4,761 -218-4.4% -$9,412 减仓
BCPC BALCHEM CORP $20.55万0.01%1,216 191.6% $3,211 加仓
ISHG ISHARES TR $20.48万0.01%2,759 2,759— $20.48万 新建仓
CARR CARRIER GLOBAL CORPORATION $20.36万0.01%2,776 2,776— $20.36万 新建仓
HDUS LATTICE STRATEGIES TR $20.29万0.01%2,854 -2,492-46.6% -$17.72万 减仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $20.23万0.01%8,640 8,640— $20.23万 新建仓
MUC BLACKROCK MUNIHLDNGS CALI $20.16万0.01%18,344 00.0% — 不变
HFWA HERITAGE FINL CORP WASH $20.16万0.01%6,805 6,805— $20.16万 新建仓
PTC PTC INC $20.13万0.01%1,772 -1,478-45.5% -$16.79万 减仓
CRL CHARLES RIV LABS INTL INC $20.05万0.01%884 884— $20.05万 新建仓
UFPT UFP TECHNOLOGIES INC $20.04万0.01%756 -221-22.6% -$5.86万 重新持有
MGC VANGUARD WORLD FD $20.01万0.01%731 -412-36.0% -$11.28万 重新持有
HTGC HERCULES CAPITAL INC $19.89万0.01%12,616 -6,277-33.2% -$9.90万 减仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $19.79万0.01%16,858 -23,004-57.7% -$27.01万 减仓
NAD NUVEEN QUALITY MUNCP INCOME $19.25万0.01%15,882 -4,839-23.4% -$5.87万 减仓
CX CEMEX SA EURO MTN BE 144A $19.21万0.01%16,010 1,2218.3% $1.47万 加仓
MMT MFS MULTIMARKET INCOME TR $19.16万0.01%43,545 -2,908-6.3% -$1.28万 减仓
VIV TELEFONICA BRASIL SA $18.77万0.01%14,261 4,17241.4% $5.49万 加仓
DSU BLACKROCK DEBT STRATEGIES FD $18.73万0.01%19,311 00.0% — 不变
NIO NIO INC $18.70万0.01%36,954 36,954— $18.70万 新建仓
VALE VALE S A $18.63万0.01%12,386 -2,927-19.1% -$4.40万 减仓
HL HECLA MINING COMPANY $18.62万0.01%12,068 4794.1% $7,391 加仓
— KESTREL GROUP LTD $18.59万0.01%20,660 00.0% — 不变
PCG PG&E CORP $17.98万0.01%10,689 10,689— $17.98万 新建仓
XPCQX PIMCO CALIF MUN INCOME FD $17.87万0.01%19,921 -1,163-5.5% -$1.04万 减仓