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
SPTL SPDR SERIES TRUST $335.57万0.11%127,935 24,34923.5% $63.87万 加仓
VGIT VANGUARD SCOTTSDALE FDS $334.43万0.11%56,703 7,72015.8% $45.53万 加仓
UVE UNIVERSAL INS HLDGS INC $333.50万0.11%80,634 4,0295.3% $16.66万 加仓
FE FIRSTENERGY CORP $331.99万0.11%69,833 -644-0.9% -$3.06万 减仓
PSX PHILLIPS 66 $328.31万0.11%19,421 8,76882.3% $148.22万 加仓
HEQT SIMPLIFY EXCHANGE TRADED FUN $317.21万0.10%94,577 -11,773-11.1% -$39.49万 减仓
FBND FIDELITY MERRIMACK STR TR $316.32万0.10%69,536 1,0261.5% $4.67万 加仓
URA GLOBAL X FDS $315.40万0.10%72,174 63,423724.8% $277.16万 加仓
HSBC HSBC HLDGS PLC $310.47万0.10%32,650 1,3924.5% $13.24万 加仓
SPYI NEOS ETF TRUST $309.84万0.10%58,361 -8,476-12.7% -$45.00万 减仓
KR KROGER CO $309.74万0.10%55,779 -81-0.1% -$4,498 减仓
— TEVA PHARMACEUTICAL INDS LTD $308.26万0.10%90,986 -1,680-1.8% -$5.69万 减仓
FEIM FREQUENCY ELECTRS INC $306.98万0.10%46,267 -3,737-7.5% -$24.79万 减仓
VGT VANGUARD WORLD FD $306.08万0.10%25,609 -199-0.8% -$2.38万 减仓
URI UNITED RENTALS INC $304.67万0.10%2,689 813.1% $9.18万 加仓
TPR TAPESTRY INC $303.52万0.10%20,735 3,71921.9% $54.44万 加仓
VT VANGUARD INTL EQUITY INDEX F $302.32万0.10%19,262 1750.9% $2.75万 加仓
CTA SIMPLIFY EXCHANGE TRADED FUN $301.48万0.10%116,223 116,223— $301.48万 新建仓
XLE SELECT SECTOR SPDR TR $301.22万0.10%56,717 -8,852-13.5% -$47.01万 减仓
PDBA INVESCO ACTVELY MNGD ETC FD $299.26万0.10%84,015 84,015— $299.26万 新建仓
PSA PUBLIC STORAGE OPER CO $298.35万0.10%9,373 2703.0% $8.59万 加仓
DAL DELTA AIR LINES INC $297.52万0.10%31,766 -382-1.2% -$3.58万 减仓
HSY HERSHEY CO $292.73万0.10%16,684 1,98213.5% $34.78万 加仓
ETR ENTERGY CORP NEW $292.69万0.10%25,483 1,6296.8% $18.71万 加仓
IMCB ISHARES TR $292.58万0.10%30,300 -5,685-15.8% -$54.89万 减仓
EIPI FIRST TR EXCHNG TRADED FD VI $292.55万0.10%133,949 -5,936-4.2% -$12.96万 减仓
AGNC AGNC INVT CORP $290.97万0.10%266,943 59,04928.4% $64.36万 加仓
SSO PROSHARES TR $289.94万0.09%43,030 -8,455-16.4% -$56.97万 减仓
IGSB ISHARES TR $288.23万0.09%54,994 7,29815.3% $38.25万 加仓
GIS GENERAL MILLS INC $287.74万0.09%82,682 4,9896.4% $17.36万 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $287.29万0.09%18,001 2601.5% $4.15万 加仓
RSP INVESCO EXCHANGE TRADED FD T $286.79万0.09%13,479 -54-0.4% -$1.15万 减仓
FTI TECHNIPFMC PLC $286.78万0.09%43,254 -299-0.7% -$1.98万 减仓
DFGX DIMENSIONAL ETF TRUST $285.19万0.09%53,213 3,0256.0% $16.21万 加仓
LOW LOWES COS INC $284.05万0.09%12,883 710.6% $1.57万 加仓
SCZ ISHARES TR $283.99万0.09%34,519 1,9946.1% $16.40万 加仓
KRE SPDR SERIES TRUST $283.98万0.09%37,940 32,028541.7% $239.73万 加仓
PAVE GLOBAL X FDS $283.93万0.09%48,189 -1,995-4.0% -$11.75万 减仓
DVY ISHARES TR $281.76万0.09%18,027 1,1026.5% $17.22万 加仓
SGOL ETFS GOLD TR $278.69万0.09%72,897 4,4676.5% $17.08万 加仓
EPD ENTERPRISE PRODS PARTNERS L $275.77万0.09%75,019 -2,580-3.3% -$9.48万 减仓
PLD PROLOGIS INC. $274.14万0.09%20,237 -323-1.6% -$4.38万 减仓
XLY SELECT SECTOR SPDR TR $272.18万0.09%23,208 1,9699.3% $23.09万 加仓
USHY ISHARES TR $271.12万0.09%73,237 26,73157.5% $98.96万 加仓
CWB SPDR SERIES TRUST $270.23万0.09%25,063 -741-2.9% -$7.99万 减仓
FDVV FIDELITY COVINGTON TRUST $269.52万0.09%44,704 -243-0.5% -$1.47万 减仓
BIL SPDR SERIES TRUST $269.32万0.09%29,389 -341-1.1% -$3.12万 减仓
COF CAPITAL ONE FINL CORP $263.35万0.09%13,127 5514.4% $11.05万 加仓
IBDV ISHARES TR $260.76万0.09%119,616 4,5464.0% $9.91万 加仓
BELFB BEL FUSE INC $259.54万0.08%7,793 5798.0% $19.28万 加仓
GSSC GOLDMAN SACHS ETF TR $257.80万0.08%28,249 12,97484.9% $118.40万 加仓
AKRE PROFESIONALLY MANAGED PORTFO $256.95万0.08%48,308 2,0694.5% $11.00万 加仓
QQQI NEOS ETF TRUST $256.31万0.08%45,132 4,73911.7% $26.91万 加仓
VCSH VANGUARD SCOTTSDALE FDS $255.61万0.08%32,344 -964-2.9% -$7.62万 减仓
FESM FIDELITY COVINGTON TRUST $251.33万0.08%52,046 12,44731.4% $60.11万 加仓
DRI DARDEN RESTAURANTS INC $250.89万0.08%12,178 5825.0% $11.99万 加仓
ORCL ORACLE CORP $250.82万0.08%17,115 9345.8% $13.69万 加仓
HDV ISHARES TR $250.81万0.08%91,501 -1,894-2.0% -$5.19万 减仓
NEE NEXTERA ENERGY INC $250.33万0.08%28,521 -432-1.5% -$3.79万 减仓
BNDX VANGUARD CHARLOTTE FDS $249.91万0.08%51,603 5,36011.6% $25.96万 加仓
BAI BLACKROCK ETF TRUST $249.52万0.08%47,329 9792.1% $5.16万 加仓
GLD SPDR GOLD TR $249.41万0.08%6,770 -577-7.9% -$21.26万 减仓
CMI CUMMINS INC $247.62万0.08%3,472 140.4% $9,985 加仓
KHC KRAFT HEINZ CO $247.58万0.08%104,819 2,0132.0% $4.75万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $247.41万0.08%27,536 5,14423.0% $46.22万 加仓
CB CHUBB LTD SWITZ $246.57万0.08%7,236 1291.8% $4.40万 加仓
CLX CLOROX CO DEL $245.94万0.08%25,770 2,77412.1% $26.47万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $245.62万0.08%26,233 7,78542.2% $72.89万 加仓
— WISDOMTREE TR $244.83万0.08%43,868 3,99410.0% $22.29万 加仓
UNH UNITEDHEALTH GROUP INC $244.50万0.08%5,883 -254-4.1% -$10.56万 减仓
AMKR AMKOR TECHNOLOGY INC $243.91万0.08%28,286 1,0103.7% $8.71万 加仓
DEI DOUGLAS EMMETT INC $243.39万0.08%206,260 -14,419-6.5% -$17.01万 减仓
IJJ ISHARES TR $240.17万0.08%16,257 9876.5% $14.58万 加仓
EBAY EBAY INC. $238.44万0.08%21,337 7613.7% $8.50万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $238.17万0.08%55,752 4,8499.5% $20.71万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $236.11万0.08%8,919 1601.8% $4.24万 加仓
USFR WISDOMTREE TR $235.10万0.08%46,693 -1,907-3.9% -$9.60万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $233.86万0.08%26,868 1,2154.7% $10.58万 加仓
ASML ASML HLDG NV $233.77万0.08%1,175 -1-0.1% -$1,990 减仓
SIVR ABRDN SILVER ETF TRUST $233.53万0.08%41,539 1,1252.8% $6.32万 加仓
VB VANGUARD INDEX FDS $232.67万0.08%7,676 6298.9% $19.07万 加仓
GLW CORNING INC $231.80万0.08%9,075 -131-1.4% -$3.35万 减仓
AGX ARGAN INC $230.95万0.08%2,892 2,892— $230.95万 新建仓
DOW DOW HLDGS INC $230.78万0.08%84,350 7550.9% $2.07万 加仓
IEF ISHARES TR $230.66万0.08%24,390 8,20150.7% $77.56万 加仓
ESE ESCO TECHNOLOGIES INC $230.61万0.08%6,588 5579.2% $19.50万 加仓
DGCB DIMENSIONAL ETF TRUST $229.82万0.08%42,038 2,2265.6% $12.17万 加仓
COP CONOCOPHILLIPS $229.77万0.08%22,102 5322.5% $5.53万 加仓
SO SOUTHERN CO $229.77万0.08%24,007 -22-0.1% -$2,106 减仓
VTWV VANGUARD SCOTTSDALE FDS $227.99万0.07%11,666 11,666— $227.99万 新建仓
FDX FEDEX CORP $226.85万0.07%7,244 4055.9% $12.68万 加仓
FTLS FIRST TR EXCH TRADED FD III $225.60万0.07%30,569 -2,575-7.8% -$19.00万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $225.14万0.07%2,333 -230-9.0% -$22.20万 减仓
MAR MARRIOTT INTL INC NEW $224.63万0.07%6,061 -111-1.8% -$4.11万 减仓
OZK BANK OZK LITTLE ROCK ARK $217.57万0.07%41,768 2,0975.3% $10.92万 加仓
XLG INVESCO EXCHANGE TRADED FD T $217.40万0.07%35,506 -595-1.6% -$3.64万 减仓
QYLD GLOBAL X FDS $215.59万0.07%116,978 1,4821.3% $2.73万 加仓
MINT PIMCO ETF TR $215.00万0.07%21,327 3,66120.7% $36.91万 加仓
SPG SIMON PPTY GROUP INC NEW $214.00万0.07%9,569 3483.8% $7.78万 加仓
NET CLOUDFLARE INC $212.03万0.07%8,644 -209-2.4% -$5.13万 减仓