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
SRE SEMPRA $129.59万0.04%13,978 -813-5.5% -$7.54万 减仓
CRH CRH PLC $128.46万0.04%12,005 2672.3% $2.86万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $127.90万0.04%26,546 -3,148-10.6% -$15.17万 减仓
— DIMENSIONAL ETF TRUST $126.82万0.04%48,478 4100.9% $1.07万 加仓
SCHW SCHWAB CHARLES CORP $125.48万0.04%13,600 4473.4% $4.12万 加仓
XBI SPDR SERIES TRUST $125.40万0.04%7,924 6428.8% $10.16万 加仓
CRM SALESFORCE INC $125.16万0.04%7,989 -980-10.9% -$15.35万 减仓
PWR QUANTA SVCS INC $125.05万0.04%1,737 452.7% $3.24万 加仓
GD GENERAL DYNAMICS CORP $123.72万0.04%3,492 842.5% $2.98万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $123.70万0.04%15,260 5,95864.1% $48.30万 加仓
FMB FIRST TR EXCH TRADED FD III $123.29万0.04%24,002 970.4% $4,983 加仓
AVDE AMERICAN CENTY ETF TR $122.65万0.04%13,750 1,87715.8% $16.74万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $122.55万0.04%54,808 7,16515.0% $16.02万 加仓
SPTM SPDR SERIES TRUST $122.17万0.04%13,456 -1,034-7.1% -$9.39万 减仓
OKLO OKLO INC $121.99万0.04%23,313 1,7388.1% $9.09万 加仓
GAP GAP INC $121.70万0.04%65,149 4,2296.9% $7.90万 加仓
VGSH VANGUARD SCOTTSDALE FDS $121.47万0.04%20,870 12,163139.7% $70.79万 加仓
BKNG BOOKING HOLDINGS INC $118.79万0.04%6,665 2654.1% $4.72万 加仓
COR CENCORA INC $118.50万0.04%4,188 -754-15.3% -$21.33万 减仓
NOC NORTHROP GRUMMAN CORP $118.13万0.04%2,319 -64-2.7% -$3.26万 减仓
ONEQ FIDELITY COMWLTH TR $117.36万0.04%11,370 -100-0.9% -$1.03万 减仓
FANG DIAMONDBACK ENERGY INC $117.10万0.04%6,662 -237-3.4% -$4.17万 减仓
TAP MOLSON COORS BEVERAGE CO $116.66万0.04%29,944 2,4148.8% $9.41万 加仓
NOBL PROSHARES TR $116.55万0.04%20,753 1650.8% $9,267 加仓
SPMO INVESCO EXCH TRADED FD TR II $115.52万0.04%7,151 85713.6% $13.84万 加仓
VBK VANGUARD INDEX FDS $115.39万0.04%3,155 -777-19.8% -$28.42万 减仓
GMF SPDR INDEX SHS FDS $115.20万0.04%7,339 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $114.41万0.04%27,986 1,0704.0% $4.37万 加仓
PNFP PINNACLE FINL PARTNERS INC $113.77万0.04%11,278 4984.6% $5.02万 加仓
PCAR PACCAR INC $113.14万0.04%9,419 2973.3% $3.57万 加仓
VYMI VANGUARD WHITEHALL FDS $112.71万0.04%11,477 5,844103.7% $57.39万 加仓
STRL STERLING INFRASTRUCTURE INC $112.64万0.04%1,342 -356-21.0% -$29.88万 减仓
RIO RIO TINTO PLC $112.17万0.04%11,816 -164-1.4% -$1.56万 减仓
IBIT ISHARES BITCOIN TRUST ETF $111.90万0.04%33,613 12,25357.4% $40.79万 加仓
DHI D R HORTON INC $111.84万0.04%6,867 -67-1.0% -$1.09万 减仓
PNC PNC FINL SVCS GROUP INC $111.74万0.04%4,538 4009.7% $9.85万 加仓
SHEL SHELL PLC $111.62万0.04%14,395 -1,155-7.4% -$8.96万 减仓
VRT VERTIV HOLDINGS CO $111.47万0.04%3,329 1294.0% $4.32万 加仓
IHF ISHARES TR $111.46万0.04%20,145 -14-0.1% -$775 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $110.91万0.04%23,675 2341.0% $1.10万 加仓
LHX L3HARRIS TECHNOLOGIES INC $110.01万0.04%3,786 -181-4.6% -$5.26万 减仓
CRWV COREWEAVE INC $109.71万0.04%11,022 1,39514.5% $13.89万 加仓
CSX CSX CORP $109.42万0.04%23,022 -571-2.4% -$2.71万 减仓
CAG CONAGRA BRANDS INC $109.22万0.04%81,145 31,27762.7% $42.10万 加仓
IDV ISHARES TR $109.17万0.04%26,351 3141.2% $1.30万 加仓
WMB WILLIAMS COS INC $108.99万0.04%14,662 -826-5.3% -$6.14万 减仓
VV VANGUARD INDEX FDS $107.47万0.04%3,125 97945.6% $33.67万 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $107.27万0.04%15,651 -666-4.1% -$4.56万 减仓
TMUS T-MOBILE US INC $106.67万0.03%6,359 1,72937.3% $29.00万 加仓
MKL MARKEL GROUP INC $106.05万0.03%543 -824-60.3% -$160.93万 减仓
ACWX ISHARES TR $105.84万0.03%13,906 6,979100.8% $53.12万 加仓
VNQ VANGUARD INDEX FDS $105.48万0.03%10,938 2382.2% $2.30万 加仓
HUBB HUBBELL INC $104.49万0.03%1,997 -17-0.8% -$8,895 减仓
CGIC CAPITAL GROUP INTERNATIONAL $104.26万0.03%28,651 3,46313.7% $12.60万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $103.45万0.03%30,426 1,7176.0% $5.84万 加仓
NVS NOVARTIS AG $102.91万0.03%6,566 -787-10.7% -$12.33万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $102.20万0.03%2,643 1124.4% $4.33万 加仓
DGX QUEST DIAGNOSTICS INC $102.04万0.03%4,815 57213.5% $12.12万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $102.03万0.03%6,054 87216.8% $14.70万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $101.28万0.03%20,553 1,3276.9% $6.54万 加仓
IUSB ISHARES TR $100.48万0.03%21,773 2,98515.9% $13.78万 加仓
QTUM ETF SER SOLUTIONS $100.18万0.03%6,057 1402.4% $2.32万 加仓
MSI MOTOROLA SOLUTIONS INC $100.10万0.03%2,410 -83-3.3% -$3.45万 减仓
WSM WILLIAMS SONOMA INC $100.01万0.03%4,291 -58-1.3% -$1.35万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $99.50万0.03%32,980 1,5034.8% $4.53万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $99.23万0.03%19,933 -424-2.1% -$2.11万 减仓
XLRE SELECT SECTOR SPDR TR $99.21万0.03%22,532 -2,512-10.0% -$11.06万 减仓
LIN LINDE PLC $98.81万0.03%1,904 311.7% $1.61万 加仓
MCK MCKESSON CORP $98.42万0.03%1,303 -1,494-53.4% -$112.85万 减仓
AVEM AMERICAN CENTY ETF TR $98.21万0.03%10,178 630.6% $6,079 加仓
USB US BANCORP $97.39万0.03%16,125 -831-4.9% -$5.02万 减仓
ARGT GLOBAL X FDS $97.33万0.03%10,660 -189-1.7% -$1.73万 减仓
GCOW PACER FDS TR $97.14万0.03%22,434 1,8719.1% $8.10万 加仓
CHRW C H ROBINSON WORLDWIDE IN $97.13万0.03%5,157 2685.5% $5.05万 加仓
YUM YUM BRANDS INC $97.09万0.03%6,073 -80-1.3% -$1.28万 减仓
DHR DANAHER CORP DEL $95.35万0.03%5,006 -124-2.4% -$2.36万 减仓
PTL NORTHERN LTS FD TR IV $94.78万0.03%3,313 -832-20.1% -$23.80万 减仓
BAX BAXTER INTL INC $94.66万0.03%44,398 3,7979.4% $8.10万 加仓
— INVESCO EXCHANGE TRADED FD T $94.63万0.03%14,664 00.0% — 不变
MUB ISHARES TR $93.06万0.03%8,648 3534.3% $3.80万 加仓
JJSF J & J SNACK FOODS CORP $92.70万0.03%12,620 -1-0.0% -$73 减仓
TIP ISHARES TR $92.26万0.03%8,431 -146-1.7% -$1.60万 减仓
APP APPLOVIN CORP $92.02万0.03%1,786 90.5% $4,637 加仓
— STRATEGY SHS $91.90万0.03%40,232 220.1% $503 加仓
ORLY OREILLY AUTOMOTIVE INC $91.11万0.03%9,893 -227-2.2% -$2.09万 减仓
VXUS VANGUARD STAR FDS $91.00万0.03%10,645 4,78381.6% $40.89万 加仓
MELI MERCADOLIBRE INC $90.98万0.03%536 14135.7% $23.93万 加仓
XLB SELECT SECTOR SPDR TR $89.98万0.03%17,703 -8,830-33.3% -$44.88万 减仓
IONQ IONQ INC $89.90万0.03%16,880 1,1647.4% $6.20万 加仓
AIQ GLOBAL X FDS $89.66万0.03%13,665 -140-1.0% -$9,185 减仓
GWW WW GRAINGER INC $88.52万0.03%651 -42-6.1% -$5.71万 减仓
EXC EXELON CORP $88.31万0.03%18,943 -1,356-6.7% -$6.32万 减仓
IQV IQVIA HLDGS INC $87.68万0.03%4,538 -361-7.4% -$6.98万 减仓
BWXT BWX TECHNOLOGIES INC $87.58万0.03%4,500 53813.6% $10.47万 加仓
ADP AUTOMATIC DATA PROCESSING IN $87.13万0.03%3,891 -1,024-20.8% -$22.93万 减仓
RWJ INVESCO EXCH TRADED FD TR II $87.08万0.03%14,635 9997.3% $5.94万 加仓
PFXF VANECK ETF TRUST $86.92万0.03%48,720 -276-0.6% -$4,924 减仓
FMHI FIRST TR EXCH TRADED FD III $86.91万0.03%17,923 900.5% $4,364 加仓
TPSC TIMOTHY PLAN $86.19万0.03%17,963 8525.0% $4.09万 加仓
BORR BORR DRILLING LTD $85.88万0.03%207,944 -5,200-2.4% -$2.15万 减仓