Sowell Financial Services LLC
NORTH LITTLE ROCK AR · SEC CIK 0001633697
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $677.69万 | 0.22% | 25,071 | 875 | 3.6% | $23.65万 | 加仓 |
| HACK | AMPLIFY ETF TR | $666.34万 | 0.22% | 63,504 | 1,125 | 1.8% | $11.80万 | 加仓 |
| MMM | 3M CO | $663.66万 | 0.22% | 40,990 | 1,147 | 2.9% | $18.57万 | 加仓 |
| HD | HOME DEPOT INC | $646.51万 | 0.21% | 18,331 | -1,544 | -7.8% | -$54.45万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $643.46万 | 0.21% | 21,948 | -549 | -2.4% | -$16.10万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $642.22万 | 0.21% | 21,559 | -1,360 | -5.9% | -$40.51万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $639.86万 | 0.21% | 151,589 | 691 | 0.5% | $2.92万 | 加仓 |
| TLT | ISHARES TR | $636.00万 | 0.21% | 73,594 | -1,136 | -1.5% | -$9.82万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $628.58万 | 0.21% | 119,139 | 36,147 | 43.6% | $190.71万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $628.43万 | 0.21% | 6,214 | -114 | -1.8% | -$11.53万 | 减仓 |
| EEM | ISHARES TR | $608.95万 | 0.20% | 89,015 | -4,187 | -4.5% | -$28.64万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $608.53万 | 0.20% | 163,320 | 2,973 | 1.9% | $11.08万 | 加仓 |
| IWV | ISHARES TR | $591.27万 | 0.19% | 13,867 | -164 | -1.2% | -$6.99万 | 减仓 |
| MTUM | ISHARES TR | $589.31万 | 0.19% | 17,189 | 2,605 | 17.9% | $89.31万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $587.05万 | 0.19% | 33,232 | 2,096 | 6.7% | $37.03万 | 加仓 |
| F | FORD MTR CO | $577.36万 | 0.19% | 415,366 | 11,895 | 2.9% | $16.53万 | 加仓 |
| GEV | GE VERNOVA INC | $573.75万 | 0.19% | 4,884 | 513 | 11.7% | $60.26万 | 加仓 |
| ICSH | ISHARES TR | $570.69万 | 0.19% | 112,829 | -3,384 | -2.9% | -$17.12万 | 减仓 |
| LEXI | LISTED FDS TR | $566.35万 | 0.19% | 139,300 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $559.64万 | 0.18% | 38,164 | -924 | -2.4% | -$13.55万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $553.64万 | 0.18% | 116,092 | 12,832 | 12.4% | $61.20万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD III | $549.00万 | 0.18% | 150,908 | 63,148 | 72.0% | $229.73万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $548.35万 | 0.18% | 16,080 | 357 | 2.3% | $12.17万 | 加仓 |
| QCOM | QUALCOMM INC | $543.43万 | 0.18% | 29,408 | -3,951 | -11.8% | -$73.01万 | 减仓 |
| PEP | PEPSICO INC | $537.41万 | 0.18% | 39,691 | -2,156 | -5.2% | -$29.19万 | 减仓 |
| VLO | VALERO ENERGY CORP | $532.47万 | 0.17% | 20,445 | 10,082 | 97.3% | $262.58万 | 加仓 |
| WWD | WOODWARD INC | $532.39万 | 0.17% | 12,514 | 34 | 0.3% | $1.45万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $526.32万 | 0.17% | 154,189 | -76,533 | -33.2% | -$261.25万 | 减仓 |
| BN | BROOKFIELD CORP | $519.64万 | 0.17% | 122,009 | 17,409 | 16.6% | $74.15万 | 加仓 |
| IBDR | ISHARES TR | $507.34万 | 0.17% | 209,385 | -2,444 | -1.2% | -$5.92万 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $503.43万 | 0.16% | 109,656 | 46,720 | 74.2% | $214.49万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $500.03万 | 0.16% | 199,772 | 28,125 | 16.4% | $70.40万 | 加仓 |
| — | CHICAGO ATLANTIC BDC INC | $499.62万 | 0.16% | 511,387 | 17,950 | 3.6% | $17.54万 | 加仓 |
| GE | GE AEROSPACE | $491.76万 | 0.16% | 13,158 | 171 | 1.3% | $6.39万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $486.64万 | 0.16% | 153,465 | 25,506 | 19.9% | $80.88万 | 加仓 |
| NFLX | NETFLIX INC. | $482.12万 | 0.16% | 67,523 | -143 | -0.2% | -$1.02万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $477.96万 | 0.16% | 162,407 | -29,691 | -15.5% | -$87.38万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $477.41万 | 0.16% | 30,090 | -3,029 | -9.1% | -$48.06万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $473.96万 | 0.15% | 54,724 | 54,724 | — | $473.96万 | 新建仓 |
| INTC | INTEL CORP | $472.43万 | 0.15% | 33,834 | -6,235 | -15.6% | -$87.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $471.92万 | 0.15% | 13,952 | 155 | 1.1% | $5.24万 | 加仓 |
| IBDT | ISHARES TR | $459.85万 | 0.15% | 182,120 | 675 | 0.4% | $1.70万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $455.94万 | 0.15% | 8,133 | 575 | 7.6% | $32.24万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $454.58万 | 0.15% | 13,582 | -269 | -1.9% | -$9.00万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $453.56万 | 0.15% | 80,304 | -487 | -0.6% | -$2.75万 | 减仓 |
| IBDS | ISHARES TR | $450.59万 | 0.15% | 186,041 | -16 | -0.0% | -$388 | 减仓 |
| PFE | PFIZER INC | $447.42万 | 0.15% | 185,807 | 6,857 | 3.8% | $16.51万 | 加仓 |
| IBDU | ISHARES TR | $447.36万 | 0.15% | 193,159 | -78 | -0.0% | -$1,806 | 减仓 |
| RTX | RTX CORPORATION | $441.73万 | 0.14% | 23,282 | 219 | 0.9% | $4.16万 | 加仓 |
| IGM | ISHARES TR | $440.69万 | 0.14% | 26,940 | -288 | -1.1% | -$4.71万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $433.98万 | 0.14% | 91,654 | 1,263 | 1.4% | $5.98万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $433.89万 | 0.14% | 27,456 | -2,027 | -6.9% | -$32.03万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $430.51万 | 0.14% | 56,886 | 469 | 0.8% | $3.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $430.26万 | 0.14% | 60,387 | 9,384 | 18.4% | $66.86万 | 加仓 |
| TPLC | TIMOTHY PLAN | $429.90万 | 0.14% | 85,383 | 12,150 | 16.6% | $61.18万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $429.48万 | 0.14% | 5,628 | 125 | 2.3% | $9.54万 | 加仓 |
| LQD | ISHARES TR | $429.06万 | 0.14% | 39,338 | 1,680 | 4.5% | $18.32万 | 加仓 |
| IVE | ISHARES TR | $428.28万 | 0.14% | 18,862 | 383 | 2.1% | $8.70万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $423.34万 | 0.14% | 104,168 | 598 | 0.6% | $2.43万 | 加仓 |
| O | REALTY INCOME CORP | $423.12万 | 0.14% | 68,290 | 23,727 | 53.2% | $147.01万 | 加仓 |
| T | AT&T INC | $418.14万 | 0.14% | 202,002 | 10,682 | 5.6% | $22.11万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $417.44万 | 0.14% | 158,003 | 1,967 | 1.3% | $5.20万 | 加仓 |
| GOVT | ISHARES TR | $417.17万 | 0.14% | 183,128 | 4,493 | 2.5% | $10.24万 | 加仓 |
| SLV | ISHARES SILVER TR | $415.72万 | 0.14% | 77,748 | -70,208 | -47.5% | -$375.40万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $408.85万 | 0.13% | 22,073 | -2,770 | -11.2% | -$51.31万 | 减仓 |
| ITA | ISHARES TR | $403.00万 | 0.13% | 16,624 | 7,613 | 84.5% | $184.56万 | 加仓 |
| MET | METLIFE INC | $401.75万 | 0.13% | 47,483 | -1,940 | -3.9% | -$16.41万 | 减仓 |
| DIS | DISNEY WALT CO | $400.71万 | 0.13% | 41,632 | -2,712 | -6.1% | -$26.10万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $399.50万 | 0.13% | 104,966 | -2,342 | -2.2% | -$8.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $395.67万 | 0.13% | 5,626 | -48 | -0.8% | -$3.38万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $394.80万 | 0.13% | 127,974 | 1,644 | 1.3% | $5.07万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $393.08万 | 0.13% | 68,220 | -174 | -0.3% | -$1.00万 | 减仓 |
| AMGN | AMGEN INC | $389.70万 | 0.13% | 10,762 | -562 | -5.0% | -$20.35万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $388.25万 | 0.13% | 81,308 | 4,307 | 5.6% | $20.57万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $387.21万 | 0.13% | 30,590 | -2,009 | -6.2% | -$25.43万 | 减仓 |
| IJH | ISHARES TR | $384.54万 | 0.13% | 49,869 | 138 | 0.3% | $1.06万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $383.22万 | 0.13% | 76,051 | 5,869 | 8.4% | $29.57万 | 加仓 |
| TSN | TYSON FOODS INC | $381.16万 | 0.12% | 66,578 | 1,774 | 2.7% | $10.16万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $380.75万 | 0.12% | 38,014 | 3,943 | 11.6% | $39.49万 | 加仓 |
| TQQQ | PROSHARES TR | $380.74万 | 0.12% | 47,004 | 11,185 | 31.2% | $90.60万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $380.38万 | 0.12% | 11,979 | -162 | -1.3% | -$5.14万 | 减仓 |
| FLOT | ISHARES TR | $377.38万 | 0.12% | 73,923 | 8,192 | 12.5% | $41.82万 | 加仓 |
| IWR | ISHARES TR | $374.15万 | 0.12% | 33,915 | 2,876 | 9.3% | $31.73万 | 加仓 |
| CVS | CVS HEALTH CORP | $372.23万 | 0.12% | 35,982 | -184 | -0.5% | -$1.90万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $372.14万 | 0.12% | 64,529 | 763 | 1.2% | $4.40万 | 加仓 |
| EEMS | ISHARES INC | $371.43万 | 0.12% | 48,944 | 324 | 0.7% | $2.46万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $369.93万 | 0.12% | 61,933 | 50,765 | 454.6% | $303.22万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $369.04万 | 0.12% | 71,742 | 1,301 | 1.8% | $6.69万 | 加仓 |
| GVUS | GOLDMAN SACHS ETF TR | $367.15万 | 0.12% | 58,966 | 25,685 | 77.2% | $159.93万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $366.24万 | 0.12% | 134,007 | -6,909 | -4.9% | -$18.88万 | 减仓 |
| QLD | PROSHARES TR | $364.71万 | 0.12% | 37,692 | -7,571 | -16.7% | -$73.26万 | 减仓 |
| GTIP | GOLDMAN SACHS ETF TR | $359.56万 | 0.12% | 73,604 | 32,768 | 80.2% | $160.07万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $351.99万 | 0.12% | 6,909 | 321 | 4.9% | $16.35万 | 加仓 |
| — | FLAHERTY & CRUMRINE TOTAL RE | $345.79万 | 0.11% | 204,611 | -3,111 | -1.5% | -$5.26万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $341.68万 | 0.11% | 12,372 | -586 | -4.5% | -$16.18万 | 减仓 |
| ALL | ALLSTATE CORP | $340.60万 | 0.11% | 14,315 | 31 | 0.2% | $7,376 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $339.41万 | 0.11% | 153,648 | -18,763 | -10.9% | -$41.45万 | 减仓 |
| MGK | VANGUARD WORLD FD | $337.97万 | 0.11% | 38,445 | -4,420 | -10.3% | -$38.86万 | 减仓 |
| JBL | JABIL INC | $337.30万 | 0.11% | 8,750 | 438 | 5.3% | $16.88万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $336.59万 | 0.11% | 131,894 | 8,330 | 6.7% | $21.26万 | 加仓 |