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
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